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【PMETAL 8869 交流专区】齐力工业

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发表于 30-8-2012 12:15 AM | 显示全部楼层
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
1Revenue
522,385
593,255
1,047,446
1,064,841
2Profit/(loss) before tax
23,978
36,757
56,744
69,980
3Profit/(loss) for the period
20,915
26,607
47,082
50,984
4Profit/(loss) attributable to ordinary equity holders of the parent
19,229
23,256
41,842
44,746
5Basic earnings/(loss) per share (Subunit)
4.37
5.34
9.51
10.32
6Proposed/Declared dividend per share (Subunit)
1.00
1.00
1.00
1.00


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 ($$)
2.4000
2.3600


本帖最后由 icy97 于 31-8-2012 12:55 AM 编辑

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发表于 31-8-2012 12:56 AM | 显示全部楼层
PRESS METAL BERHAD
30/08/2012 05:25:50 PM
EX-date
12/09/2012
Entitlement date
14/09/2012
Entitlement time
05:00:00 PM
Entitlement subject
Interim Dividend
Entitlement description
Interim tax exempt dividend of 2% for financial year ending 31 December 2012
Period of interest payment
to
Financial Year End
31/12/2012
Share transfer book & register of members will be
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: 03-22643883
Payment date
10/10/2012
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
14/09/2012
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 (%)
2


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发表于 18-10-2012 10:50 PM | 显示全部楼层
PRESS METAL BERHAD
18/10/2012 05:12:02 PM
EX-date
01/11/2012
Entitlement date
05/11/2012
Entitlement time
05:00:00 PM
Entitlement subject
Loan Stock Interest
Entitlement description
Coupon of 6% per annum (less any Malaysian income or witholding tax applicable thereto to be deducted, if required) payable on a quarterly basis computed based on the nominal value of the Redeemable Convertible Secured Loan Stocks (RCSLS)
Period of interest payment
23/08/2012 to 23/11/2012
Financial Year End

Share transfer book & register of members will be
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: 03-22643883
Payment date
23/11/2012
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
05/11/2012
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 (%)
6


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发表于 8-11-2012 10:40 PM | 显示全部楼层
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
1Revenue
609,135
581,668
1,656,581
1,646,508
2Profit/(loss) before tax
20,489
30,068
77,233
100,048
3Profit/(loss) for the period
168,144
23,541
215,226
74,524
4Profit/(loss) attributable to ordinary equity holders of the parent
136,093
20,132
177,935
64,878
5Basic earnings/(loss) per share (Subunit)
30.52
4.58
39.91
14.77
6Proposed/Declared dividend per share (Subunit)
1.00
0.00
2.00
1.00


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 ($$)
2.6600
2.3600



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发表于 8-11-2012 10:40 PM | 显示全部楼层
PRESS METAL BERHAD

EX-date
26/11/2012
Entitlement date
28/11/2012
Entitlement time
05:00:00 PM
Entitlement subject
Interim Dividend
Entitlement description
Interim tax exempt dividend of 2% for financial year ending 31 December 2012
Period of interest payment
to
Financial Year End
31/12/2012
Share transfer book & register of members will be
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: 03-22643883
Payment date
20/12/2012
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
28/11/2012
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 (%)
2

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发表于 13-12-2012 10:15 PM | 显示全部楼层
icy97 发表于 21-3-2012 12:18 AM
Alpha Milestone申请 豁免全购齐力工业

财经新闻 财经  2012-03-20 12:33

PRESS METAL BERHAD

Type
Announcement
Subject
OTHERS
Description
PRESS METAL BERHAD (“PMB” OR THE “COMPANY”)

PROPOSED EXEMPTION TO ALPHA MILESTONE SDN BHD (“AMSB”) AND PERSONS ACTING-IN-CONCERT WITH AMSB (“PAC”) UNDER SECTION 219 OF THE CAPITAL MARKETS AND SERVICES ACT, 2007 AND PRACTICE NOTE 9 PARAGRAPH 16.1 (C) OF THE MALAYSIAN CODE ON TAKE-OVERS AND MERGERS 2010 FROM THE OBLIGATION TO UNDERTAKE A MANDATORY TAKE-OVER OFFER FOR THE REMAINING SHARES AND CONVERTIBLE SECURITIES IN PRESS METAL BERHAD NOT ALREADY HELD BY AMSB AND THE PAC UPON THE ISSUANCE OF THE NEW ORDINARY SHARES OF RM0.50 EACH IN PMB ARISING FROM THE EXERCISE OF 65 MILLION WARRANTS 2011/2019 BY AMSB (“PROPOSED EXEMPTION”)
We refer to the announcements made in relation to the Proposed Exemption dated 19 March 2012, 28 March 2012, 23 May 2012, 5 June 2012, 28 June 2012, 4 July 2012 and 6 July 2012.

On behalf of the Board of Directors of PMB, Alliance Investment Bank Berhad wishes to announce that AMSB has completed the exercise of the 65 million Warrants 2011/2019 which marks the completion of the transaction where the Proposed Exemption was sought and approved.

This announcement is dated 13 December 2012.

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发表于 16-1-2013 01:17 AM | 显示全部楼层
PRESS METAL BERHAD

EX-date
30/01/2013
Entitlement date
04/02/2013
Entitlement time
05:00:00 PM
Entitlement subject
Loan Stock Interest
Entitlement description
Coupon of 6% per annum (less any Malaysian income or witholding tax applicable thereto to be deducted, if required) payable on a quarterly basis computed based on the nominal value of the Redeemable Convertible Secured Loan Stocks (RCSLS)
Period of interest payment
23/11/2012 to 25/02/2013
Financial Year End

Share transfer book & register of members will be
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: 03-22643883
Payment date
25/02/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
04/02/2013
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
Percentage
Entitlement in percentage (%)
6

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发表于 31-1-2013 09:59 AM | 显示全部楼层


很低 。。。。
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发表于 28-2-2013 01:54 AM | 显示全部楼层
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
1Revenue
727,074
636,506
2,383,655
2,268,751
2Profit/(loss) before tax
15,589
27,924
92,822
123,077
3Profit/(loss) for the period
15,109
27,509
230,335
101,106
4Profit/(loss) attributable to ordinary equity holders of the parent
13,100
27,044
191,035
90,291
5Basic earnings/(loss) per share (Subunit)
2.71
6.16
41.75
20.72
6Proposed/Declared dividend per share (Subunit)
1.00
1.00
3.00
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 ($$)
2.5700
2.2900

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发表于 28-2-2013 01:54 AM | 显示全部楼层
PRESS METAL BERHAD

EX-date
13/03/2013
Entitlement date
15/03/2013
Entitlement time
05:00:00 PM
Entitlement subject
Interim Dividend
Entitlement description
Third Interim Tax Exempt Dividend of 2% per ordinary share for the financial year ended 31 December 2012
Period of interest payment
to
Financial Year End
31/12/2012
Share transfer book & register of members will be
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: 03-22643883
Payment date
10/04/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
15/03/2013
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
Percentage
Entitlement in percentage (%)
2

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发表于 9-4-2013 02:50 AM | 显示全部楼层
PRESS METAL BERHAD

EX-date
29/04/2013
Entitlement date
02/05/2013
Entitlement time
05:00:00 PM
Entitlement subject
Loan Stock Interest
Entitlement description
Coupon of 6% per annum (less any Malaysian income or witholding tax applicable thereto to be deducted, if required) payable on a quarterly basis computed based on the nominal value of the Redeemable Convertible Secured Loan Stocks (RCSLS)
Period of interest payment
25/02/2013 to 23/05/2013
Financial Year End

Share transfer book & register of members will be
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: 03-22643883
Payment date
23/05/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
02/05/2013
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
Percentage
Entitlement in percentage (%)
6

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发表于 14-4-2013 03:53 AM | 显示全部楼层
齐力售子公司20%

财经新闻 财经  2013-04-13 10:09
(吉隆坡12日讯)齐力(PMetal,8869,主板工业产品股)董事局宣布,脱售独资子公司齐力民都鲁私人有限公司的20%股权,予日本的住友商事株式会社(Sumitomo)。

齐力向马交所报备,公司是在今日与住友商事株式会社签署了解备忘录。

根据文告,了解备忘录的期限为6个月,并不会对齐力2013财年的股本、股权、每股净资产、资产负债和每股盈利造成影响。

待三马拉朱(Samalaju)工业园完成后,齐力民都鲁的主要业务是为铝锭及钢坯生产提炼铝。

另外,住友商事株式会社也透过子公司Summit Global Management IX B.V,持有齐力另一间子公司———齐力砂拉越私人有限公司的20%股权。

住友商事株式会社的网络遍布全球,积极进行金属交易。联营计划将会带来更多效益,让子公司全面发挥潜能。[南洋网财经]

PRESS METAL BERHAD

Type
Announcement
Subject
MEMORANDUM OF UNDERSTANDING
Description
Press Metal Berhad - Memorandum of Understanding between Press Metal Berhad and Sumitomo Corporation
1. Introduction


      The Board of Directors of Press Metal Berhad (‘the Company’ or the ‘Vendor’) is pleased to announce that the Company had on 12 April 2013 entered into a Memorandum of Understanding (‘MOU’) with Sumitomo Corporation (‘the Purchaser’), with a view to dispose of twenty percent (20%) equity interest in its wholly-owned subsidiary, Press Metal Bintulu Sdn. Bhd. (‘the Target Company’) to the Purchaser.

    2. Details of the MOU

      2.1 Information on the Vendor/ Company

        The Company is a company incorporated in Malaysia under the Companies Act, 1965 and is a listed entity on Bursa Malaysia Securities Berhad, with its registered address at Lot 6.05, Level 6, KPMG Tower, 8 First Avenue, Bandar Utama, 47800 Petaling Jaya, Selangor Darul Ehsan, Malaysia. To-date, the Company has an authorised share capital of RM500,000,000.00 comprising 1,000,000,000 ordinary shares of RM0-50 each of which RM253,889,438.50 comprising 507,778,877ordinary shares of RM0-50 each has been issued and is fully paid up. The principal activities of the Company are the manufacturing and marketing of aluminium products.


      2.2 Information on the Purchaser

        The Purchaser is a public listed company incorporated under the laws of Japan and listed on the Tokyo, Osaka, Nagoya and Fukuoka Stock Exchange, Japan. The Purchaser also owns 20% equity interest in another subsidiary of the Vendor, Press Metal Sarawak Sdn Bhd ("PMSSB") vide its subsidiary, Summit Global Managament IX B.V. whilst the remaining 80% is held by the Vendor.


      2.3 Information on the Target Company

        The Target Company is a company incorporated in Malaysia under the Companies Act, 1965 with its registered address at Lot 6.05, Level 6, KPMG Tower, 8 First Avenue, Bandar Utama, 47800 Petaling Jaya, Selangor Darul Ehsan, Malaysia. The Target Company is a wholly-owned subsidiary of the Vendor. To-date, the Target Company has an authorised share capital of RM50,000,000.00 comprising 50,000,000 ordinary shares of RM1-00 each of which RM50,000,000.00 comprising 50,000,000 ordinary shares of RM1-00 each has been issued and is fully paid up. Once its plant in Samalaju Industrial Park, Sarawak is fully operational, the principal activities of the Target Company will be an aluminium smelter for the production of aluminium ingots and billets of accepted commercial standards.


    3. Rationale

      The MOU has been entered into to record the understanding between the parties in respect of the Vendor’s intention to dispose of twenty percent (20%) equity interestin the Target Company to the Purchaser (‘Proposed Transaction’). The Purchaser, with its extensive networking worldwide, actively trades in metals at an international and competitive level. The Proposed Transaction will enable the Vendor to reap the synergy of the partnership and bring yet another of its subsidiary to its full potential.

    4. Salient Terms of the MOU

      Both parties have agreed on the following :-
      4.1        The MOU will be effective for a period of six (6) months only during which time, the Purchaser will conduct a legal, financial and operational due diligence audit over the Target Company (‘DD Audit’) and the Vendor will deal exclusively with the Purchaser only for the Proposed Transaction.
      4.2        Upon completion of the DD Audit, the Purchaser may make an offer to the Vendor to acquire twenty percent (20%) equity interestin the Target Company from the Vendor at such price and upon such terms as the Purchaser is prepared to make.
      4.3        If no offer for the Proposed Transaction is made by the Purchaser to the Vendor by the expiry of the MOU or if the Vendor is not agreeable to the Purchaser’s offer, the Vendor will be at liberty to counter offer the Purchaser OR to terminate all negotiations with the Purchaser and proceed to deal with any other party as the Vendor may deem fit without being liable to account to the Purchaser for any losses, damages and liabilities whatsoever.
      4.4        Should the Vendor accept the Purchaser’s offer, a Sale and Purchase of Shares Agreement and a Shareholders Agreement will be the definitive agreements to be entered into between the parties upon terms and conditions to be mutually agreed upon.
      4.5        Both parties will abide by all applicable regulatory laws, rules and regulations once the definitive agreements are executed.

    5. Financial Effect

      The MOU will not have any effect on the share capital, substantial shareholders’ shareholdings, net assets per share, gearing and earnings per share for the financial year ending 31 December 2013.

    6. Directors and/or Major Shareholders Interest and/or Persons Connected to such Directors and Major Shareholders

      None of the directors, major shareholders of the Company and any persons connected with such directors and major shareholders have any interest, direct or indirect, in the MOU save and except their indirect interest via the existing corporate structure of the Target Company and PMSSB.


This announcement is dated 12 April 2013.
本帖最后由 icy97 于 14-4-2013 11:57 PM 编辑

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发表于 30-5-2013 03:27 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31/03/2013
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/03/2013
31/03/2012
31/03/2013
31/03/2012
$$'000
$$'000
$$'000
$$'000
1Revenue
724,243
525,061
724,243
525,061
2Profit/(loss) before tax
35,320
32,766
35,320
32,766
3Profit/(loss) for the period
27,078
26,167
27,078
26,167
4Profit/(loss) attributable to ordinary equity holders of the parent
25,246
22,613
25,246
22,613
5Basic earnings/(loss) per share (Subunit)
4.97
5.14
4.97
5.14
6Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00


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 ($$)
2.5200
2.4700

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发表于 6-6-2013 08:39 PM | 显示全部楼层
齊力創2年新高‧今年以來漲30%

熱股評析  2013-06-06 11:05
(吉隆坡5日訊)齊力工業(PMETAL,8869,主板工業產品組)週三股價創2年新高,漲幅達5.44%。

該股以2令吉40仙開盤,盤中漲勢反覆,午盤後突破2令吉50仙水平,閉市報2令吉52仙,全日上揚13仙或5.44%,為2011年5月31日後最高點。
今年至今該股已上漲30%,跑贏馬股的5%漲幅。

興業資本認為,該公司行事低調,價值遭市場低估,建議投資者應趁其未展現真正盈利潛能前累計該股。

該行在報告中指出,齊力工業位於砂州Samalaju的民都魯冶煉廠(PMB)正進入最後調試階段,該廠面積比持有80%股權的砂拉越齊力工業(PMS)沐膠冶煉廠大2.66倍,產量倍增之余,料還可享有開銷成本效益。

“其400kA冶煉技術,料可為PMS減少10%耗電,因更接近民都魯港口,可節省每噸30美元的物流成本。新廠除了享有10年的先驅地位,資本開銷也只有沐膠冶煉廠的兩倍,有助於節省利息和折舊。”

鑒於PMB將倍增2013產量及在2014年優化使用率,加上鋁價小幅度復甦,料分別推進今明年盈利增長152.9%及77.8%,特此給予“買進”評級及3令吉31仙目標價。(星洲日報/財經)
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发表于 2-7-2013 01:44 AM | 显示全部楼层
PRESS METAL BERHAD

Type
Announcement
Subject
OTHERS
Description
PRESS METAL BERHAD ("THE COMPANY")
- POWER OUTAGE INCIDENT AT ITS SMELTING PLANT IN MUKAH, SARAWAK
The Board of Directors of the Company wishes to inform that its subsidiary, Press Metal Sarawak Sdn Bhd ("PMS"), suffered a sudden shutdown of its primary aluminium production lines at its Mukah smelting plant due to a major power outage that occured at approximately 5.40 p.m. on 27 June 2013 in the State of Sarawak. The power outage lasted for almost six (6) hours, leading to a significant drop in temperature of the production pots. Although power has been restored, PMS was unable to resume metal production as solidification had taken place in the reduction cells of its potline despite its management and staff working tirelessly around the clock to salvage the pots. The incident did not cause any harm to persons or any known uncontrolled emissions.

At the time of this announcement, none of the pots could be salvaged. The Board of Directors are unable to estimate the full impact and consequences of the incident but will be closing the smelting plant to facilitate major reconstructions works. PMS has in place adequate insurance coverage and has initiated engagement with its insurers to ascertain the damage and the cost of the reconstruction works.

The official statement issued by the Sarawak Energy Board on 27 June 2013 pinpoints the cause of the power outage from a sudden drop in the power load originating from the Bakun hydro-electric plant which resulted in a serious frequency drop in the grid which in turn activated an automatic safety tripping mechanism that resulted in the shutdown of all power stations in the grid, otherwise known as the "No Recovery Situation". The Company had no means of avoiding the occurrence of such an event.

Consequently, PMS has issued a notice to its affected customers that a force majeure event had occured at its Mukah smelting plant thereby impacting the supply of aluminium products to such customers.

Whilst PMS is in the midst of exploring alternative arrangements for its affected customers, the temporary set-back has not affected the operations of the Company's other subsidiary in Sarawak, Press Metal Bintulu Sdn Bhd, which is nearing the completion of its ramp-up operations at the Samalaju Industrial Park, Bintulu, Sarawak.

Information on PMS
PMS is an 80%-owned subsidiary of the Company, principally engaged in the manufacturing of aluminium products.

Financial Effect
The effect of this unexpected event on the net assets and earnings of the Group for the financial year ending 31 December 2013 will be dependent on the amount of damages and the extent of its recovery.

Directors' Statement
The Board of Directors of the Company is of the opinion that this incident is not of a material magnitude that will affect the going concern of the Group.

This announcement is dated 1 July 2013.

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发表于 2-7-2013 08:58 PM | 显示全部楼层
冶炼厂关闭重修 齐力工业盈利或受挫

財经 2013年7月2日
(吉隆坡2日讯)受到砂拉越大停电的影响,齐力工业(PMETAL,8869,主板工业股)暂时关闭在木胶(Mukah)冶炼厂,这可能影响该公司的盈利,不过在三玛拉如(Samalaju)的冶炼厂可抵消部份负面影响。同时,该公司也將获得保险赔偿,这也会减缓公司所面临的衝击。        

齐力工业週二跌1仙,或0.444%,以2.24令吉掛收。

齐力工业昨日宣佈,基于6月27日发生的重大停电事件,导致炼炉的温度大幅下挫,因而须关闭木胶冶炼厂。

儘管经歷长时间的救援行动,不过齐力工业在木胶的厂房仍然无法恢復生產,因为温度急剧下降而导致金属凝固。

因此,该公司將关闭该备有12万公吨產能的冶炼厂,以进行修復工程。

该公司也已通知受影响的客户,上述事件会对其铝供造成影响,不过正为受影响的客户,寻求其他安排。

现阶段,管理层无法估计上述事件所带来的整体影响。不过,该公司透露有作出足够的保投,并已接触保险公司,以確定面临的损失,以及修復工程的成本。

大马研究分析员认为,齐力工业可获得保险赔偿,同时也可利用其在民都鲁的生產,为受影响的客户提供產品。

庆幸的是,其新的收入来源(三玛拉朱冶炼厂)没有受到影响。[东方日报财经]


砂州大停电熔炉停工 齐力财测下修14 . 8%

财经新闻 财经  2013-07-03 12:37
(吉隆坡2日讯)砂拉越上周爆发大停电,齐力(PMETAL,8869,主板工业产品股)位于木胶(Mukah)的炼铝生产熔炉抢救不及,需关厂整修,分析员假设营运暂停6小时,将2013财年核心盈利预估下调14.8%。

由于停电6小时,造成熔炉温度骤降而发生凝固情况,齐力无法恢复铝生产工作,必须关厂整修,至今仍无法估计损失程度与金额。

虽有保险赔偿,但停工意味着予顾客的供应也将受到影响,如今正探寻相关替代方案。

所幸的是,拥有22万吨产能的沙马拉祖(Samalaju)工厂未受影响,兴业投资研究表示,这有助抵消木胶工厂关闭所带来的损失。

“我们将之归类为固定和经常成本,并将2013财年净利预估调低14.8%,目标价格也下修至2.90令吉。”

不过,分析员未调整“买入”投资评级,并建议投资者在出现暂时卖压时趁低吸纳。

相信是受到关厂消息的冲击,齐力今日股价影响下跌,闭市报2.24令吉,跌1仙或0.44%,成交量93万8900股。[南洋网财经] 本帖最后由 icy97 于 3-7-2013 01:13 PM 编辑

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发表于 3-7-2013 07:53 PM | 显示全部楼层
砂大停電致閉廠半年‧齊力工業盈利受衝擊

股評析  2013-07-03 17:45
(吉隆坡3日訊)齊力工業(PMETAL,8869,主板工業產品組)80%子公司砂州沐膠廠房(PMS)受上週(6月27日)大停電影響,生產爐因停電維持近6小時而導致溫度下降,必須關閉產能12萬噸的廠房重建,至今無法估計事故影響。

分析

雖然可從提昇民都魯冶煉廠(PMB)及保險索償減輕閉廠6個月的虧損,分析員依然對此意外事故影響抱持謹慎態度,認為將對齊力工業盈利造成短期影響,下調2013年淨利預測。

儘管夜以繼日進行救援工作,不過截至週一傍晚依然無法挽救,因為鎔爐內容物已隨著溫度驟降而凝固。

不過,興業研究慶幸位於Samalaju的民都魯冶煉廠未受停電影響,預計可帶來新收入,減輕關閉沐膠廠房所流失的部份盈利,而且該廠房受保險保障,將由保險公司評估虧損程度。

“Samalaju冶煉廠比沐膠廠房大2.66倍及更具效率,產量提昇料可抵銷部份直接損失。”

根據沐膠廠房6個月停止運作預測,此事故可能抵銷2013財政年盈利,不過期間的固定及間接成本歸類為特殊項目,因此下修2013年核心淨利預測14.8%。

興業認為,此事故將造成齊力工業盈利短期下滑,大部份損失也將由保險賠償,對貼現現金流(DCF)長期影響較輕。

“對其評估謹慎,從新目標價2令吉90仙,提昇全面稀釋的保守貼現現金流折價,從20%提高至30%,建議投資者以長遠目標乘低吸納該股。”

為客戶探索替代方案

大馬研究指出,齊力工業已通知客戶,此事故將影響鋁的供應,並已在為受影響客戶探索替代方案。

“未受影響之Samalaju廠房(22萬噸產能)將逐步提昇產能,該公司也可向保險公司索償及利用民都魯產能為受影響客戶製造產品。

該行估計,沐膠廠房關閉6個月,2013財政年淨利將從前期的1億3千840萬令吉減至3千680萬令吉,核心全面稀釋每股盈利(FD EPS)也將從22.2仙跌至7.2仙。

“已粗略估計,假設該段期間電力成本維持現狀,實際上跌幅可能較少。”

鑒於有待管理層進一步提供詳情,大馬研究將維持齊力工業財測及估值不變。(星洲日報/財經)

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发表于 5-7-2013 01:05 PM | 显示全部楼层
大马评级: 财务趋弱 齐力债评下修

财经新闻 财经  2013-07-05 11:33
(吉隆坡4日讯)大马评级公司(MARC)将齐力(PMETAL,8869,主板工业产品股)旗下未偿还的3亿1750万令吉可赎回可转换担保债券评级,从“A-”下修至“BBB”评级。

同时,等待齐力意外关闭砂拉越木胶(Mukah)熔铝厂所带来的信贷冲击之际,MARC也给予上述债券“MARC Watch负面”评级。

基于6月27日发生的停电事故,导致齐力在木胶熔铝厂的熔炉温度骤降而发生凝固情况,从而无法恢复铝生产工作,必须关厂整修,至今仍无法估计损失程度与金额。

MARC指出,铝价近期大幅滑落,以及债务融资随18亿令吉沙马拉祖(Samalaju)熔铝厂兴建计划而扩大,均是导致齐力业务和财务展望趋弱的原因,其债券从而被下修评级。

加上木胶厂房关闭整修事宜,MARC相信齐力在未来12至18个月将面对更高的信贷风险。

“大资本投资以及需要更高的营运资本,该公司的贷款在今年3月底,已从2011财年底的19亿令吉增至27亿令吉,债务对股票比率从而达1.91倍。”

强烈依赖短期贷款(占2013财年首季总贷款61%)是MARC的主要顾虑,该公司接下来需偿还上述债券和子公司齐力民都鲁私人有限公司的银团定期贷款,将导致其资金流通率受压。[南洋网财经]
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发表于 5-7-2013 11:34 PM | 显示全部楼层
大马铝王。30大股东占了65.45%。

它和pmb technology的业务方面只是分销的地方不同???
@williamnkk81

本帖最后由 icy97 于 5-7-2013 11:46 PM 编辑

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发表于 17-7-2013 12:02 AM | 显示全部楼层
PRESS METAL BERHAD

EX-date
31/07/2013
Entitlement date
02/08/2013
Entitlement time
05:00:00 PM
Entitlement subject
Loan Stock Interest
Entitlement description
Coupon of 6% per annum (less any Malaysian income or witholding tax applicable thereto to be deducted, if required) payable on a quarterly basis computed based on the nominal value of the Redeemable Convertible Secured Loan Stocks (RCSLS)
Period of interest payment
23/05/2013 to 23/08/2013
Financial Year End

Share transfer book & register of members will be
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: 03-22643883
Payment date
23/08/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
02/08/2013
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
Percentage
Entitlement in percentage (%)
6


Announcement Info
Company NamePRESS METAL BERHAD
Stock NamePMETAL-LA   
Date Announced16 Jul 2013
CategoryEntitlements (Notice of Book Closure)
Reference NoCC-130702-99975


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