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【FIMACOR 3107 交流专区】 菲马机构
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发表于 28-8-2012 08:54 PM
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FIMA CORPORATION BERHAD | 28/08/2012 05:07:48 PM |
EX-date | 25/09/2012 | Entitlement date | 27/09/2012 | Entitlement time | 04:00:00 PM | Entitlement subject | Special Dividend | Entitlement description | Special dividend of 5% less 25% tax per share for the financial year ended 31 March 2012. | Period of interest payment | to | Financial Year End | 31/03/2012 | Share transfer book & register of members will be | 27/09/2012 to 27/09/2012 closed from (both dates inclusive) for the purpose of determining the entitlements | Registrar's name ,address, telephone no | Symphony Share Registrars SDn Bhd
Level 6, Symphony House
Block D13, Pusat Dagangan Dana 1
Jalan PJU 1A/46
47301 Petaling Jaya | Payment date | 10/10/2012 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 27/09/2012 | b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit |
| c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange. | Number of new shares/securities issued (units) (If applicable) |
| Entitlement indicator | Percentage | Entitlement in percentage (%) | 5 |
Remarks : | The special dividend of 5% less 25% tax per share for the financial year ended 31 March 2012 is subject to shareholders' approval at the forthcoming 37th Annual General Meering to be held on 25 September 2012. |
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发表于 30-8-2012 12:03 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
30/06/2012 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30/06/2012 | 30/06/2011 | 30/06/2012 | 30/06/2011 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 72,907 | 91,046 | 72,907 | 91,046 | 2 | Profit/(loss) before tax | 24,584 | 39,705 | 24,584 | 39,705 | 3 | Profit/(loss) for the period | 18,715 | 30,287 | 18,715 | 30,287 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 17,548 | 26,877 | 17,548 | 26,877 | 5 | Basic earnings/(loss) per share (Subunit) | 21.81 | 33.40 | 21.81 | 33.40 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 5.6400 | 5.4100 |
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发表于 26-9-2012 12:12 PM
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菲马机构保留现金扩充业务
財经2012年9月25日
(吉隆坡25日讯)虽然持有巨额的累计盈余与现金,但菲马机构(FIMACOR,3107,主板產业股)表示,仍將专注于发展种植业务,並有意进行地库收购,因而暂时无意派发红股或提高派息额来回馈股东。
一名小股东向《东方財经》透露,菲马机构董事局在週二的股东常年大会遭股东质询,是否愿意把高达3亿5528万令吉的累计盈余,以及多达2亿1690万令吉的现金,用以派发红股或提高特別股息。
董事局解释,该公司早已有意增购种植地库,因而致力于保留充裕的现金,以便隨时能进行收购活动。但基于过去原棕油价格高企,导致土地价格亦水涨船高,因此该公司暂无理想的收购目標。
收购种植地
菲马机构董事经理罗斯兰哈密尔隨后也向媒体补充,该公司无法获得印尼政府放行,以开发更多的种植地,唯有物色额外的收购对象。
目前该公司坐拥1万9000公顷的地库,其中1万2000公顷为种植地。
虽然该公司已开发其中的6400公顷种植地后,但剩余约6000公顷却迟迟无法获得印尼政府批准开发。
「我们因而有意花费最多3亿至4亿令吉,在印尼或砂拉越增购新种植地,面积约5000公顷,但土地价格仍是最大的问题,因这么大面积的土地价格不菲。」
罗斯兰强调,菲马机构將专注于发展种植业务,因印刷业务的发展空间不大,同时產业业务则面对巴生谷办公室供应过剩的问题。
虽然原棕油价格近期跌跌不休,並料將对盈利造成衝击,但他仍相信,现財政年的业绩可大致维持去年的水平。
「我们的成本介于每公吨1300至1400令吉,只要原棕油价格持续高于该水平,我们仍有利可图。虽然前景充满挑战,但我们的盈利料仍具可持续性。」
印刷业务发展受限
对于最大盈利来源的印刷业务,罗斯兰坦承面对发展侷限,因大马无甚发展空间,而大部分区域国家皆有本身的安全文件印刷公司,外资难以染指。「唯有较小的国家如汶莱,需要外部的安全文件印刷公司,但市场容量不大。」
对于大眾投资银行分析员指,若菲马机构和其母公司菲马集团(KFIMA,6491,主板贸易服务)合併,將可创造更多价值的建议,罗斯兰不愿多谈,只称大股东才能对此作出决定。
此外,对于菲马机构持续提升的派息额,董事局表示,该公司虽无擬定股息政策,但將確保未来的派息额,至少保持每股35仙的水平。
该公司今日也为其每股15仙的终期股息与5仙的特別股息进行除权。
http://www.orientaldaily.com.my/index.php?option=com_k2&view=item&id=24967:&Itemid=198 本帖最后由 icy97 于 26-9-2012 12:15 PM 编辑
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发表于 26-9-2012 03:45 PM
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與母公司菲馬集團合併?菲馬機構:管理層定奪
大馬 2012-09-26 07:45
(吉隆坡25日訊)菲馬機構(FIMACOR,3107,主板工業產品組)坦言曾獲建議與母公司菲馬集團(KFIMA,6491,主板貿服組)合併事項,惟是否展開此計劃,最終決定將由管理層定奪。
該公司董事經理羅斯蘭哈米爾在股東大會後針對合併傳聞作出回應,表示可能是公司股價被市場低估,因而有些人建議該公司與母公司進行合併。
“市場投資情緒和股價起落不在公司控制範圍內,但會關注股價被低估一事,至於雙方將來是否可能合併的計劃,還須視管理層的決定。"
該公司為菲馬集團旗下60.9%子公司,因兩家上市公司估值偏低,令市場揣測目前是否展開合併的最佳時機,最近一次傳出類似消息為去年7月,惟當時身為兩家共同董事經理的羅斯蘭哈米爾不欲置評。
預留4億供投資金額
至於業務拓展,他表示已預留高達4億令吉作為投資金額,雖然油棕價格下滑及印尼提高出口稅至17.5%正面衝擊業績,導致盈利賺幅疲軟,公司依然有意在2至3年內增購5000公頃種植地。
他認為油棕價格不會在2年內達到4千令吉,但由於公司每公噸油棕成本價約1千300令吉,尚處在可管理水平。
“縱然市場環境充滿挑戰,我們依然會積極在砂拉越及印尼尋求已種植或局部種植地段的機會,一旦價格、設施符合公司條件,將展開收購,融資方案將由部份現金和銀行貸款組成。"
該公司在印尼共有1萬9千700公頃種植地,可種植區域僅1萬3千公頃,目前已種植6千400公頃油棕,另外6千公頃因未獲印尼政府批准而暫時無法展開種植活動。
除此之外,他也透露將撥出1千萬令吉,為機密證券和紙鈔印刷業務更換舊機器,但無意進軍海外市場。
“許多國家已擁有自己的印刷商,外來者甚至無法參與競標,滲透當地市場舉步艱難,未來公司會將業務重心放在回酬率較高的油棕業務。"
該公司2012財政年營業額貢獻,機密證券和紙鈔印刷業務佔64%,油棕業務佔34%,產業管理佔2%。(星洲日報/財經)
http://biz.sinchew-i.com/node/65519
本帖最后由 icy97 于 26-9-2012 03:50 PM 编辑
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发表于 2-10-2012 06:00 PM
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2012年股东大会一瞥:
1) 其中一位董事,REZAL 没有出席。
2) 年报有一些数字的更改(第106页):
Deferred tax assets of the Group: Other Payables Total
RM’000 RM’000
Recognised in profit or loss (293) (321)
At 31 March 2012 (5,214) (5,501)
3) 有幸与一位大股东谈天,没想到他在20多年前就持股到现在,耐力非凡。 |
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发表于 29-11-2012 12:37 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2012 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30/09/2012 | 30/09/2011 | 30/09/2012 | 30/09/2011 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 83,732 | 75,195 | 156,639 | 166,241 | 2 | Profit/(loss) before tax | 25,250 | 27,432 | 49,834 | 67,137 | 3 | Profit/(loss) for the period | 18,995 | 18,533 | 37,710 | 48,820 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 17,687 | 16,956 | 35,235 | 43,833 | 5 | Basic earnings/(loss) per share (Subunit) | 21.98 | 21.07 | 43.79 | 54.47 | 6 | Proposed/Declared dividend per share (Subunit) | 15.00 | 15.00 | 15.00 | 15.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 5.7900 | 5.4100 |
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发表于 29-11-2012 02:54 AM
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EX-date | 11/12/2012 | Entitlement date | 13/12/2012 | Entitlement time | 04:00:00 PM | Entitlement subject | Interim Dividend | Entitlement description | Interim dividend of 15% less 25% tax per share. | Period of interest payment | to | Financial Year End | 31/03/2013 | Share transfer book & register of members will be | 13/12/2012 to 13/12/2012 closed from (both dates inclusive) for the purpose of determining the entitlements | Registrar's name ,address, telephone no | Symphony Share Registrars Sdn Bhd
Level 6, Symphony House
Block D13, Pusat Dagangan Dana 1
Jalan PJU 1A/46
47301 Petaling Jaya | Payment date | 28/12/2012 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 13/12/2012 | b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit |
| c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange. | Number of new shares/securities issued (units) (If applicable) |
| Entitlement indicator | Percentage | Entitlement in percentage (%) | 15 |
本帖最后由 icy97 于 29-11-2012 02:27 PM 编辑
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发表于 12-12-2012 10:00 PM
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Type | Announcement | Subject | OTHERS | Description | Acquisition of New Subsidiary | The Board of Directors of Fima Corporation Berhad (“FimaCorp”) wishes to announce that its wholly-owned subsidiary, FCB Plantation Holdings Sdn Bhd has on 12 December 2012 acquired two (2) ordinary shares of RM1.00 each, representing 100% of the total issued and paid-up share capital of Cendana Laksana Sdn Bhd (“Cendana Laksana”) for a total cash consideration of RM2.00 (“the Acquisition”). Cendana Laksana has an authorised share capital of RM100,000 comprising 100,000 ordinary shares of RM1.00 each.
Pursuant to the Acquisition, Cendana Laksana becomes a wholly-owned sub-subsidiary of FimaCorp and its intended principal activity is oil palm production.
None of the directors or substantial shareholders of FimaCorp and/or persons connected to the directors and/or major shareholders of FimaCorp have any interests, direct or indirect, in the Acquisition. |
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发表于 18-12-2012 05:33 PM
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加码油棕种植业务看来有一点眉目料。。成立新的公司,接下来相信会有更新的宣布,敬请期待 |
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发表于 24-12-2012 10:42 PM
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菲马2911万买地
财经新闻 财经 2012-12-28 10:03
(吉隆坡27日讯)菲马(FimaCor,3107,主板工业产品股)宣布,以2911万令吉购买2块种植地。
菲马独资子公司———FCB种植控股私人有限公司于12月24日与Lemo私人有限公司、签署2块分别占地1000英亩和940英亩土地的买卖协议。
菲马向马交所报备:“收购上述土地可以巩固我们的种植业务,为我们创造长期稳定收入。[Nanyang]
Type | Announcement | Subject | TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS | Description | PROPOSED ACQUISITION BY CENDANA LAKSANA SDN. BHD., OF 2 PARCELS OF AGRICULTURAL LEASEHOLD LANDS HELD UNDER HSD 398, LOT PT 757 P, MUKIM TEBAK, DAERAH KEMAMAN, NEGERI TERENGGANU MEASURING APPROXIMATELY 940.73 ACRES (“LAND A”) & PN 7602, LOT 2925 (FORMERLY HSD 2406, PT 1037P), MUKIM TEBAK, DAERAH KEMAMAN, NEGERI TERENGGANU MEASURING APPROXIMATELY 1000.00 ACRES (“LAND B”) (LAND A AND LAND B ARE COLLECTIVELY REFERRED TO HEREINAFTER AS THE “LANDS”) | The Board of Directors of Fima Corporation Berhad (“FIMACORP”) wishes to announce that Cendana Laksana Sdn Bhd, a wholly owned subsidiary of FCB Plantation Holdings Sdn Bhd which in turn is a wholly-owned subsidiary of FIMACORP had on 24 December 2012 entered into a conditional Sale and Purchase Agreement with Lemo Sdn Bhd (Receiver and Manager Appointed), Khuzamy Musa bin Muhammad and Khuzairy Musa bin Muhammad for the acquisition of the Lands for a total purchase consideration of RM29,110,000-00 (“Proposed Acquisition”).
This announcement is dated 24 December 2012. |
本帖最后由 icy97 于 28-12-2012 12:09 PM 编辑
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发表于 25-12-2012 01:11 AM
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不出所料,终于踏出扩张种植业务的第一步,但是这个消息没有什么特别,购买油棕地的价钱不贵也不便宜。需要大量翻种,等5年后才收成。2013年10-12月间才能完成整个收购行动。长期而言,董事局非常有信心此投资可以为菲马机构带来盈利。希望除了此次购买登嘉楼种植地段,还有另外的扩展计划。 |
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发表于 6-2-2013 10:28 PM
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菲马在2013年,应该会派发特别股息。主要是之前累计的余盈要在政府於2013年实施全面单层税收制度前,完全派发给股东。在去年的股东大会上,公司秘书表示公司大约有50仙的余盈尚未分发。 |
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发表于 12-2-2013 02:02 AM
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mlkmlk 发表于 6-2-2013 10:28 PM
菲马在2013年,应该会派发特别股息。主要是之前累计的余盈要在政府於2013年实施全面单层税收制度前,完全派 ...
请问大大在那里可以找到之前累计的余额?是不是tax credit 的余额?谢谢
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发表于 14-2-2013 01:36 PM
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@healthy
不好意思,其实我也不是很清楚怎样算的。消息是在股东大会上公司秘书透露的。 本帖最后由 icy97 于 14-2-2013 01:39 PM 编辑
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发表于 26-2-2013 10:16 PM
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SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2012 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31/12/2012 | 31/12/2011 | 31/12/2012 | 31/12/2011 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 72,605 | 66,636 | 229,244 | 232,877 | 2 | Profit/(loss) before tax | 19,202 | 16,678 | 69,036 | 83,815 | 3 | Profit/(loss) for the period | 14,958 | 12,284 | 52,668 | 61,104 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 14,252 | 11,322 | 49,487 | 55,155 | 5 | Basic earnings/(loss) per share (Subunit) | 17.71 | 14.07 | 61.50 | 68.54 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 15.00 | 15.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 5.6900 | 5.4100 |
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发表于 23-3-2013 07:43 PM
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healthy 发表于 12-2-2013 02:02 AM
请问大大在那里可以找到之前累计的余额?是不是tax credit 的余额?谢谢
你去找菲马2012年的年度报告,翻开第105面,第26项的retained earnings,报告指出截至2012年3月31日,在所得税法令第108条文下的
存款有4300万令吉,大约是每股53仙。这计算也符合了公司秘书在股东大会上透露的讯息。至于到了2013年3月31日,存款尚有多少,会不会
派发一次性的高股息,则由Roslan决定了。祝大家好运。
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发表于 25-3-2013 05:51 PM
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mlkmlk 发表于 23-3-2013 07:43 PM
你去找菲马2012年的年度报告,翻开第105面,第26项的retained earnings,报告指出截至2012年3月31日,在所 ...
你对他长期有什么看法?
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发表于 25-3-2013 10:42 PM
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超笨无比 发表于 25-3-2013 05:51 PM
你对他长期有什么看法?
长期老说,虽然是老土,但是还是那句话,一切还看基本面。菲马机构的董事经理在手握2亿现金的如今,
他是很有意愿要发展种植业的。不久前在登嘉楼买进700公顷可以看得出。当然,700公顷太少了,但
我相信是没有遇到好时机。简单一句,我是在觊觎公司里头2亿令吉的现金,如果一天不分出来或者投资,我还是
会和他纠缠不清。
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发表于 25-3-2013 11:23 PM
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不过,你们觉得 KFIMA 好点 还是 FIMACORP 好点?
又是像 BKAWAN 和 KLK 的感觉。
Cash generating capability 在 subsi. |
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发表于 26-3-2013 07:01 AM
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mlkmlk 发表于 25-3-2013 10:42 PM
长期老说,虽然是老土,但是还是那句话,一切还看基本面。菲马机构的董事经理在手握2亿现金的如今,
他是 ...
Roslan已经说了会保留现金来来做买地用途, 并不会分特别股息.............
但这种油棕发展需要等5年, 无法在短期看到效果
反而kfima盈利最近有所增长, 本益比低于6, 也低过fimacor了
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