【VS 6963 交流专区】威城

icy97

icy97 发表于 29-3-2013 10:04 PM
威城3353萬全購香港子公司‧維持上市地位

大馬  2013-03-29 11:12

V.S. INDUSTRY BERHAD

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	V.S. INDUSTRY BERHAD (“VS” OR “COMPANY”) PROPOSED VOLUNTARY PARTIAL CASH OFFER BY KIM ENG SECURITIES (HONG KONG) LIMITED, ON BEHALF OF VS: (I)        TO ACQUIRE UP TO 224,890,025 ORDINARY SHARES OF HONG KONG DOLLAR 0.05 EACH IN THE SHARE CAPITAL OF V.S. INTERNATIONAL GROUP LIMITED (“VSIG”) FROM THE QUALIFYING SHAREHOLDERS; (II)        TO ACQUIRE UP TO 250,731 OUTSTANDING SHARE OPTIONS GRANTED BY VSIG FROM THE QUALIFYING OPTION HOLDERS; AND (III)        TO ACQUIRE UP TO 17,738,083 BONUS WARRANTS GRANTED BY VSIG FROM THE QUALIFYING WARRANTHOLDERS, (COLLECTIVELY KNOWN AS THE “PROPOSALS”)
We refer to the announcement dated 28 March 2013 in relation to the Proposals. On behalf of the Board of Directors of VS, Maybank Investment Bank Berhad wishes to announce that the Company and VSIG have on today released a joint announcement on The Stock Exchange of Hong Kong Limited in relation to the Proposals (“Joint Announcement”). Please refer to the attached file for a copy of the Joint Announcement. This announcement is dated 3 April 2013.

Attachments Joint Announcement.pdf

icy97

V.S. INDUSTRY BERHAD

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	V.S. INDUSTRY BERHAD (“VS” OR “COMPANY”) VOLUNTARY PARTIAL CASH OFFER BY KIM ENG SECURITIES (HONG KONG) LIMITED, ON BEHALF OF VS TO ACQUIRE: (I)        UP TO 224,890,025 ORDINARY SHARES OF HONG KONG DOLLAR 0.05 EACH IN THE SHARE CAPITAL OF V.S. INTERNATIONAL GROUP LIMITED (“VSIG”) FROM THE QUALIFYING SHAREHOLDERS; (II)        UP TO 250,731 OUTSTANDING SHARE OPTIONS GRANTED BY VSIG FROM THE QUALIFYING OPTION HOLDERS; AND (III)        UP TO 17,738,083 BONUS WARRANTS GRANTED BY VSIG FROM THE QUALIFYING WARRANTHOLDERS, (COLLECTIVELY KNOWN AS THE “PARTIAL OFFER”)
We refer to the announcements dated 28 March 2013 and 3 April 2013 in relation to the Partial Offer. On behalf of the Board of Directors of VS, Maybank Investment Bank Berhad wishes to announce that the Company and VSIG have on today jointly released an announcement on the Stock Exchange of Hong Kong Limited that, amongst others, VSIG has applied to the Securities and Futures Commission of Hong Kong for an extension of time to despatch the composite offer document in relation to the Partial Offer from 24 April 2013 to a date no later than 20 May 2013. Please refer to the attached joint announcement for further details. This announcement is dated 24 April 2013.

Attachments Joint Announcement.pdf

vincychong

这意思是说VS 把钱转向子公司?

vincychong

我等它0.9++

icy97

icy97 发表于 29-3-2013 10:04 PM
威城3353萬全購香港子公司‧維持上市地位

大馬  2013-03-29 11:12

V.S. INDUSTRY BERHAD

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	V.S. INDUSTRY BERHAD (“VS” OR “COMPANY”) VOLUNTARY PARTIAL CASH OFFER BY KIM ENG SECURITIES (HONG KONG) LIMITED, ON BEHALF OF VS TO ACQUIRE: (I)        UP TO 224,890,025 ORDINARY SHARES OF HONG KONG DOLLAR 0.05 EACH IN THE SHARE CAPITAL OF V.S. INTERNATIONAL GROUP LIMITED (“VSIG”) FROM THE QUALIFYING SHAREHOLDERS; (II)        UP TO 250,731 OUTSTANDING SHARE OPTIONS GRANTED BY VSIG FROM THE QUALIFYING OPTION HOLDERS; AND (III)        UP TO 17,738,083 BONUS WARRANTS GRANTED BY VSIG FROM THE QUALIFYING WARRANTHOLDERS, (COLLECTIVELY KNOWN AS THE “PARTIAL OFFER”)
We refer to the announcements dated 28 March 2013, 3 April 2013 and 24 April 2013 in relation to the Partial Offer. Unless otherwise stated, words and abbreviations used herein shall have the same meaning as defined in the abovementioned announcements. On behalf of the Board, Maybank Investment Bank Berhad wishes to announce that VSIG has on today released an announcement on the Stock Exchange of Hong Kong Limited in relation to the establishment of an independent board committee of VSIG to advise the qualifying shareholders, qualifying option holders and qualifying warrantholders in respect of the Partial Offer, and also the appointment of Somerley Limited as the independent financial adviser to advise the independent board committee of VSIG in respect of the Partial Offer pursuant to Rule 2.1 of the Code on Takeovers and Mergers of Hong Kong. A copy of the said announcement is attached herewith. This announcement is dated 13 May 2013.

Attachments VSIG Announcement 13.5.2013.pdf

icy97

V.S. INDUSTRY BERHAD

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	V.S. INDUSTRY BERHAD (“VS” OR “COMPANY”) VOLUNTARY PARTIAL CASH OFFER BY KIM ENG SECURITIES (HONG KONG) LIMITED, ON BEHALF OF VS TO ACQUIRE: (I)        UP TO 224,890,025 ORDINARY SHARES OF HONG KONG DOLLAR 0.05 EACH IN THE SHARE CAPITAL OF V.S. INTERNATIONAL GROUP LIMITED (“VSIG”) FROM THE QUALIFYING SHAREHOLDERS; (II)        UP TO 250,731 OUTSTANDING SHARE OPTIONS GRANTED BY VSIG FROM THE QUALIFYING OPTION HOLDERS; AND (III)        UP TO 17,738,083 BONUS WARRANTS GRANTED BY VSIG FROM THE QUALIFYING WARRANTHOLDERS, (COLLECTIVELY KNOWN AS THE “PARTIAL OFFER”)
We refer to the announcements dated 28 March 2013, 3 April 2013, 24 April 2013, 13 May 2013 and 20 May 2013 in relation to the Partial Offer. On behalf of the Board of Directors of VS, Maybank Investment Bank Berhad wishes to announce that the Company and VSIG have today jointly released an announcement on the Stock Exchange of Hong Kong Limited that the composite offer document in relation to the Partial Offer will be despatched to the qualifying shareholders, qualifying option holders and qualifying warrantholders of VSIG, respectively on 7 June 2013, in accordance with the Code on Takeovers and Mergers of Hong Kong. Please refer to the attached joint announcement for further details. This announcement is dated 7 June 2013.

Attachments Joint Announcement 6.6.13.pdf

icy97

大马印尼销量下滑 威城净利暴跌至3.8万

财经新闻 财经  2013-06-26 10:35
（吉隆坡25日讯）威城（VS，6963，主板工业产品股）2013财年第3季净利暴跌99.64%，从去年同期的1065万3000令吉，猛跌至3万8000令吉。

截至4月30日的第3季，威城营业额也从去年同期的2亿8689万7000令吉，按年滑落15.53%，至2亿4234万9000令吉。

威城向马交易所报备，公司赚幅大跌，主要因为大马和印尼的销售量下滑，电子制造服务业务竞争激烈，大幅压缩赚幅，此外，中国联号公司也蒙受更高的亏损。

威城本财年首9个月的净利，从去年同期的2888万5000令吉，下滑至774万1000令吉，跌幅达73.20%。

威城本财年首9个月的营业额，也从去年同期的8亿3510万4000令吉，按年下挫3.71%，至8亿413万1000令吉。[南洋网财经]

SUMMARY OF KEY FINANCIAL INFORMATION 30/04/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/04/2013	30/04/2012	30/04/2013	30/04/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	242,349	286,897	804,131	835,104
2	Profit/(loss) before tax	-121	15,221	10,638	37,178
3	Profit/(loss) for the period	-315	10,356	7,069	27,436
4	Profit/(loss) attributable to ordinary equity holders of the parent	38	10,653	7,741	28,885
5	Basic earnings/(loss) per share (Subunit)	0.02	5.88	4.27	15.92
6	Proposed/Declared dividend per share (Subunit)	0.00	2.00	2.00	9.00
		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 ($$)	2.2200		2.2500

icy97

V.S. INDUSTRY BERHAD

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	V.S. INDUSTRY BERHAD (“VS” OR “COMPANY”) VOLUNTARY PARTIAL CASH OFFER BY KIM ENG SECURITIES (HONG KONG) LIMITED, ON BEHALF OF VS TO ACQUIRE: (I)        UP TO 224,890,025 ORDINARY SHARES OF HONG KONG DOLLAR 0.05 EACH IN THE SHARE CAPITAL OF V.S. INTERNATIONAL GROUP LIMITED (“VSIG”) FROM THE QUALIFYING SHAREHOLDERS; (II)        UP TO 250,731 OUTSTANDING SHARE OPTIONS GRANTED BY VSIG FROM THE QUALIFYING OPTION HOLDERS; AND (III)        UP TO 17,738,083 BONUS WARRANTS GRANTED BY VSIG FROM THE QUALIFYING WARRANTHOLDERS, (COLLECTIVELY KNOWN AS THE “PARTIAL OFFER”)
We refer to the announcements dated 28 March 2013, 3 April 2013, 24 April 2013, 13 May 2013, 20 May 2013, 7 June 2013 and 28 June 2013 in relation to the Partial Offer. On behalf of the Board of Directors of VS, Maybank Investment Bank Berhad wishes to announce that the remittance of the payment consideration pursuant to the Partial Offer had been posted to the relevant accepting shareholders and accepting warrantholders on 10 July 2013. As at the date of this announcement, VS held 722,606,425 VSIG Shares, representing approximately 55.25% of the issued and paid-up share capital of VSIG. Accordingly, VSIG has become a subsidiary of VS. This announcement is dated 10 July 2013.

Attachments Joint Announcement 10 July 2013.pdf

vincychong

威城 盈利表现续受压

行家论股  2013-06-27 11:19

目标价：1.28令吉

最新进展
威城（VS，6963，主板工业产品股）首9个月的营业额和核心净利，分别按年下滑3.7%和52.9%。

公司的销售和盈利表现，因受到全球经济走势疲弱和电子制造服务业务的激烈竞争影响，而表现低迷。

行家建议
最低薪金制的落实和主要客户订单减少，导致公司在印尼和大马业务的税前净利，分别按年下挫53.9%和52.2%。

另外，公司的盈利赚幅也按年从12.4%下挫至9.1%，而未计算利息和税项之收入（EBIT）赚幅，按年从5.4%下滑至2.1%。

我们预计更高的薪金支出和缓慢的订单，促使公司的盈利表现持续面对压力。

有鉴于此，我们分别调低威城2013和2014财年的盈利预测31%和29%，并把投资评级下调至“中和”。

不过，我们相信，受益于销售量恢复，威城的末季业绩表现将有所改善。


兴业研究

icy97

威城末季淨利漲3倍

財經27 Sep 2013 20:57
（吉隆坡27日訊）威城（VS，6963，主要板工業）上財年截至7月底末季淨利按年翻三倍，錄得3617萬令吉，並每股派息3仙。

威城發布文告指出，儘管營業額按年下滑2%至3億5978萬令吉，但淨利卻增長3倍以上，主要受香港聯營上市公司威城國際淨收益推動。

該公司全財年營業額下滑3.17%至11億6391萬令吉；淨利則增長18%至4391萬令吉。

該公司董事經理顏森炎透過文告說：“全球市場從不穩定中恢復，在這種情況下仍能有如此佳績，確實值得讚賞。”

另外，該公司重估數項房產價值，市值達1億8985萬令吉，並獲重估盈余4257萬令吉。

在進行該重估后，威城每股盈利從2.45令吉增至2.65令吉。[中国报财经]

SUMMARY OF KEY FINANCIAL INFORMATION 31/07/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/07/2013	31/07/2012	31/07/2013	31/07/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	359,780	366,888	1,163,911	1,201,992
2	Profit/(loss) before tax	38,809	11,613	49,447	48,791
3	Profit/(loss) for the period	32,898	8,212	39,967	35,648
4	Profit/(loss) attributable to ordinary equity holders of the parent	36,169	8,505	43,910	37,390
5	Basic earnings/(loss) per share (Subunit)	19.96	4.69	24.23	20.62
6	Proposed/Declared dividend per share (Subunit)	0.03	0.06	0.05	15.00
		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 ($$)	2.6500		2.2500

icy97

V.S. INDUSTRY BERHAD

Type	Announcement
Subject	OTHERS
Description	Revaluation of Properties
Attachments VSI-Revaluation Properties.pdf

icy97

V.S. INDUSTRY BERHAD

EX-date	16/10/2013
Entitlement date	18/10/2013
Entitlement time	04:00:00 PM
Entitlement subject	Second interim dividend
Entitlement description	Second interim single tier dividend of 3.0 sen per share
Period of interest payment	to
Financial Year End	31/07/2013
Share transfer book & register of members will be	18/10/2013 to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Tricor Investor Services Sdn Bhd Level 17, The Gardens North Tower Mid Valley City, Lingkaran Syed Putra 59200 Kuala Lumpur Tel:03- 2264 3883
Payment date	30/10/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	18/10/2013
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	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.03

vincychong

威城 大客订单减风险增
行家论股  2013-10-02 11:08
http://www.nanyang.com/node/568447?tid=709

目标价：1.18令吉

最新进展
威城（VS，6963，主板工业产品股）2013财政年营业额按年跌3.2%，至11亿6390万令吉；核心净利萎缩48.7%，至1920万令吉。

这并不包括590万令吉的特殊亏损，及3040万令吉的一次性净收益。

差强人意的表现归咎于大马及印尼较低的销售额。另外，电子制造服务（EMS）领域也因竞争加剧而导致赚幅萎缩。

该公司的总赚幅滑落至9.1%，税前盈利赚幅则挫至5.1%。威城建议派发每股3仙的第二次中期单层股息，将全年的每股股息推高至5仙。

行家建议
威城2013财政年的业绩表现，稍微低于我们的预期。

我们将2014财政年总净利赚幅预测下调4.3%，因为2013财政年的赚幅比预期要弱。我们认为，关键客户的订单减少，乃是该股主要的风险。

因此，我们将目标价格下修至1.18令吉，并维持“中和”的投资评级。

我们认为这价格是合理的，因该股目前正以10倍的历史本益比价位交易。


兴业研究

icy97

威城放眼擴大客戶網

2013-12-29 19:40      
在全球的50大電子服務生產商，包括一些著名的國際廠家，威城（VS，6963，主板工業產品組）排名第32，誠屬值得欣慰的事。

威城主席馬金龍說，全球主要經濟體儘管形勢不穩，不過，威城在2013財政年，集團營業額維持在12億令吉的水平，這是不錯的成就。

集團在柔佛及印尼的額外生產設施、展開所需的資本開銷，擴大公司的生產容量，促使營業額進一步提高。

收購VS國際集中資源

他說，在已結束的財政年，威城收購中國業務VS國際集團，後者在2013年7月，成為集團的子公司，公司認為這是必要措施，以便更有效集中資源，使到集團在3國的生產設施，取得更大的營運協同作用。

電子服務生產商如威城，面對的問題包括：消費者電子的需求縮減，他們延遲採購，特別是經濟走勢依然不穩定，這導致電子服務生產商營運市場更為競爭，業者必須努力保留市場佔有率。

此外，威城與該領域的製造業，在2013財政年也受到勞工成本增長的打擊，主要是大馬及印尼在2013年1月起實施最低薪金制。

截至2013年7月，威城在大馬及印尼生產業務的工人超過4千700名，最低薪金制的落實對公司的營運開銷帶來巨大衝擊，這影響集團在本區域市場的競爭地位。

另外，2013下半年原油價格上漲，原料的價格也面對壓力，公司在2013年面對的內外壓力，對威城及電子服務製造業而言，2013年是考驗嚴峻的一年。

鑒於經濟危機衝擊歐元區及美國等市場，加上中國經濟成長稍微放緩，國際貨幣基金組織（IMF）預測，在最近的將來，全球經濟仍處於不景氣狀態，最新的報告預期2013年經濟成長只是2.9%、2014年再回升至3.6%。

不可否認的一點，電子服務製造業未來的表現，預料將受到全球展望看淡的影響，使用者需求顯示上揚空間有限。

開發革新產品擴展客戶群

假如說未來的一年形勢樂觀，那是不可能的事，目前，威城已看到消費者策略明顯轉移，不論生產的需求與規定，可能影響最近將來的展望。

經歷過去30年的經濟周期，威城管理層有信心集團將能渡過這次的經濟風暴，針對這點，集團將繼續擴展客戶群，從量與質方面擴大客戶網。

此外，公司將與主要客戶開發革新產品設計，以引進市場，如此才能擴大公司的知名度，成為一家全方位的生產商，以革新產品的設計，進而將威城與全球廣大的電子服務製造商區分開來。

他說，公司相信這些策略將有助於鞏固威城的核心業務，以加強集團在未來的表現。

取得12億令吉營業額

儘管2013財政年全球形勢不穩定，不過，威城集團取得12億令吉營業額，這主要是大馬與印尼客戶做出較高的電子與電器產品訂單。

在整體營業額，其中的10億令吉或88%是來自大馬的業務，另外9千620萬令吉或8%則是來自印尼的業務；與此同時，中國的業務佔其餘的4%或4千470萬令吉。

馬金龍說，威城收購V S國際集團額外17.2%股權，這將使到VS國際集團的營業額納入集團的整體營業額。

由於收購VS國際集團的額外股權是以低於賬面價值進行，這使到集團在2013財政年取得3千零40萬令吉的額外收益，集團凈盈利因而提高17.4%，從前期的3千740萬令吉增至4千390萬令吉。

此外，每股盈利也從前期的20.62仙，增至24.23仙。

與此同時，集團現金儲備從前期的5千870萬令吉增至9千730萬令吉，股東基金則從4億1千零50萬令吉，增至4億7千960萬令吉。

董事局已在今年1月31日派發每股2仙的首個單層中期股息，第二個每股3仙的單層中期股息已於2013年10月30日分發，股息的分發佔集團凈盈利的67.1%。

放眼未來，馬金龍表示，面對各方挑戰的衝擊，全球經濟料持續不穩，進而影響客戶對消費者電子產品的需求，中期內可能影響電子服務生產商接到的訂單，而且電子服務生產商也必須跟進科技與產品的迅速革新，可能需在資本開銷方面定期展開投資。

基於這點，加速業務開發與產品革新是公司必須加緊的努力，包括設立增值品生產程序，讓營運與生產成本維持在可控制的水平，以加強公司在全球市場的競爭力。（星洲日報／投資致富‧企業故事‧文：鄭碧娥）

icy97

中期股息2.2仙 威城首季淨利增25%

財經股市31 Dec 2013 22:00
（吉隆坡31日訊）威城（VS，6963，主要板工業）2014財年首季淨利按年增長24.8%至960萬令吉，營業額從3億2780萬令吉，漲33.4%至4億3730萬令吉。

威城也宣布，每股派發2.2仙中期股息，占淨利41.7%，符合公司至少40%派息率政策。

威城發佈文告指出，營業額成長主要由香港上市威城國際集團旗下中國業務貢獻；公司在今年7月10日增持威城國際17.2%股權后，后者成為持股53.8%子公司。

威城國際貢獻威城1億4360萬令吉營業額，或占32.8%。同時，威城在大馬和印尼業務營業額達2億7670萬令吉和1670萬令吉，貢獻比重各63.3%和3.9%。

威城董事經理拿督顏森炎說：“我們對本財年開端表現感到滿意，中國業務已開始貢獻，國內業務在銷售額提升以及新客戶有利產品組合下，也有正面表現。”

他說，隨著成功整合中國業務，寄望未來可進一步提升公司業績。[中国报财经]

SUMMARY OF KEY FINANCIAL INFORMATION 31/10/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/10/2013	31/10/2012	31/10/2013	31/10/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	437,263	327,839	437,263	327,839
2	Profit/(loss) before tax	10,180	10,465	10,180	10,465
3	Profit/(loss) for the period	7,468	7,787	7,468	7,787
4	Profit/(loss) attributable to ordinary equity holders of the parent	9,562	7,663	9,562	7,663
5	Basic earnings/(loss) per share (Subunit)	5.28	4.23	5.28	4.23
6	Proposed/Declared dividend per share (Subunit)	2.20	2.00	2.20	2.00
		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 ($$)	2.6500		2.6500

icy97

V.S. INDUSTRY BERHAD

EX-date	15/01/2014
Entitlement date	20/01/2014
Entitlement time	04:00:00 PM
Entitlement subject	First Interim Dividend
Entitlement description	First interim single tier dividend of 2.2 sen per share
Period of interest payment	to
Financial Year End	31/07/2014
Share transfer book & register of members will be	20/01/2014 to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Tricor Investor Services Sdn Bhd Level 17, The Gardens North Tower Mid Valley City, Lingkaran Syed Putra 59200 Kuala Lumpur Tel: 03- 2264 3883
Payment date	28/01/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	20/01/2014
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	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.022

icy97

威城2000万提升咖啡机业务比重至35%

财经 2014年1月2日
（新山2日讯）位居世界排名50大电子製造服务（EMS）的威城工业（VS，6963，主板工业股）在2014財政年（7月31日结帐）投入2000万令吉的资本开销，以扩大其咖啡机製造业务，並计划在两年內把咖啡机业务的营业额贡献比重提升至35%。

威城工业董事经理拿督顏森炎表示，该2000万令吉的资本开销，主要將用于增加新咖啡机型號的注塑机（plastic injection machines），以及建设组装线。

另外，部份资本开销將会用于引进表面贴装技术（SMT）器械，以加强威城工业印刷电路板组件（PCBA）的生產配备。

扩展计划首季完成

顏氏补充说，该扩展计划预计在2014年首季完成，並为威城工业2014財政年净利带来贡献。他出席该公司今天召开的股东常年大会后，如此表示。

他表示，自2011年底与单杯冲泡系统（Single-cup brewing systems）领先製造商合作以来，威城工业的业务一直呈上升趋势。

他也透露，迄今，威城工业已经在士乃（Senai）的咖啡机生產工厂投入约3000万令吉，这包括土地、建筑和仓库，以及生產和组装线。

「我们在2011年开始一直和美国客户合作，並成功设立各种型號的咖啡机生產线。」

另外，他指出，美国客户对威城工业充满信心，並在北美国家继续扩张，使威城工业销售量有持续增长的潜能。

目前，咖啡机业务佔威城工业2013財政年总营业额的10%，他预测，在两年內咖啡机业务的贡献將会提升至35%。

他透露，虽然发达国家对咖啡机消费疲软，在未来一年將充满挑战，但集团还是对未来业务保持乐观，並会继续获得新的潜在客户。[东方日报财经]

kkgan

这样的利好消息是不是代表能买进了?

icy97

股海探温：威城净周息率7%

财经周刊 投资观点 股海探温  2014-01-20 15:27
1.威城（VS，6963，主板工业产品股）过去的业绩表现如何？最新的业绩表现是否符合预期？
2.威城子公司———威城国际集团持续亏钱，会不会有转机？
3.威城要拨出2000万令吉发展咖啡机产品，会不会很冒险？
4.公司的股息前景如何？

答
自1998年上市以来，威城（VS，6963，主板工业产品股）一直都在赚钱，过去4年的净利复合年增长率（CAGR）更是达到了70%。而且，该股也是亚洲区域中，50大电器和视听产品的生产商。

首季赚960万

截至2014财年首季，威城净利报960万令吉，按季和按年分别增长24%和25%，超越市场预测的17.5%。

虽然公司指出，推动首季业绩增长的主要推手，是因为更好的销售产品组合，提高了大马业务的盈利贡献，但我们也认为，多元化业务至不同的客户群从而拉高了赚幅也是关键因素之一。

另一方面，虽然威城子公司———威城国际集团（VSIG）持续亏损，但是我们认为，该公司只要成功合理化成本，以及释放位于珠海的工业地皮潜在价值，就有机会转亏为盈。

新投资明年进账

据我们所知，威城在2014年拨出2000万令吉的资本开支，作为新型号咖啡机注胶机和组合产线的开发资金。

上述投资主要是争取国际闻名咖啡冲泡系统制造商更多的订单，我们相信，该投资将会在2014年末季开始，为威城带来可观的收入。

综合威城手上目前的订单，我们估计2014财年净利可达4520万令吉，相等于较2013财年的双倍。

此外，撇开较高的0.6倍负债率，我们根据威城派息率不曾低于40%的记录，相信该公司2014财年派息率会保持这个记录。

假设威城2014财年每股盈利预测是23.1仙，派息40%就相等于10仙，意味着净周息率达到7%。[南洋网财经]

icy97

V.S. INDUSTRY BERHAD

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	EXERCISE OF BONUS WARRANTS IN V.S. INTERNATIONAL GROUP LIMITED, A COMPANY INCORPORATED IN THE CAYMAN ISLANDS WITH LIMITED LIABILITY AND LISTED ON THE STOCK EXCHANGE OF HONG KONG LIMITED
The Board of Directors of V.S. Industry Berhad ("VSI" / "the Company") wishes to announce that:- The Company has exercised its 77,481,546 Bonus Warrants carrying rights to subscribe in cash for new shares of HK$0.05 each of V.S. International Group Limited (“VSIG”) (each, a “Share”) at the initial subscription price of HK$0.12 per Share on 12 March 2014 at the total consideration of HK$9,297,785.52 (equivalent to RM3,938,658.85) in accordance with the terms and conditions of the instrument constituting the Bonus Warrants using internally generated fund. VSIG is a Company incorporated in the Cayman Islands with Limited Liability and listed on the Stock Exchange of Hong Kong Limited. The Company’s shareholding in VSIG would be increased from 53.84% to 54.08% subsequent to the above mentioned exercise on the assumption that all outstanding Bonus Warrants are fully subscribed by the warrant holders.