【IOICORP 交流专区】 IOI 老板一年前的致词

密码侦探

RM1.00
如果他在2.00的时候,可以给你10%DIV回酬,为何我还不买

-CLEMENT-

不可能到1.00吧。。。。

大废材

很难讲。。。
半年前够有人讲不会跌到3.00！

傻人最有傻福

Notice of Shares Buy Back - Immediate Announcement

Reference No CU-081107-2DB3A

Company Name	:	IOI CORPORATION BERHAD
Stock Name	:	IOICORP
Date Announced	:	07/11/2008

Date of buy back	:	07/11/2008
Description of shares purchased	:	Ordinary shares of RM0.10 each
Total number of shares purchased (units)	:	836,300
Minimum price paid for each share purchased (RM)	:	2.950
Maximum price paid for each share purchased (RM)	:	3.120
Total consideration paid (RM)	:	2,532,786.19
Number of shares purchased retained in treasury (units)	:	836,300
Number of shares purchased which are proposed to be cancelled (units)	:
Cumulative net outstanding treasury shares as at to-date (units)	:	251,618,200

傻人最有傻福

THE Government will implement measures to reduce supply and increasethe usage of palm oil in order to maintain the crude palm oil (CPO)prices at around RM2,000-RM2,600 per tonne.

The measures include accelerating the replanting of oil palm treesthat are more than 25 years old, increasing the usage of biofuel anddeveloping downstream activities, said the Minister of PlantationIndustries and Commodities, Datuk Peter Chin Fah Kui.

He noted that the Government had allocated RM200 million forreplanting and vehicles owned by it would start using biofuel in two tothree months.

A “fair” price for palm oil is between RM2,000 (US$562) a ton andRM2,600, he told reporters today in Putrajaya, outside Kuala Lumpur.

    CPO prices are now traded in the RM1,600 plus range per tonne.

Malaysia, the world’s second-largest palm oil producer, expectsoutput of the edible oil next year to rise 2.9 per cent to 18 milliontons.

Chin said he expects the nation’s palm oil production this year to be 17.5 million tons. - Agencies

傻人最有傻福

给你们个坏消息....有心脏病的请别看

傻人最有傻福

IOI Corp Q1 net falls 36pc

Malaysia’s second-largest palm oil firm, which posts bigger forex loss, says full-year earnings would be lower than a year ago


MALAYSIAN planter IOI Corp (1961) posted a 36 per cent fall in first-quarter net profit due to growing foreign exchange losses, and said today its full-year earnings would be lower than a year ago.

IOI booked an unrealised translation loss of RM212.2 million (US$59.72 million) on its US dollar loans, on top of previously announced realised forex losses of RM100.6 million linked to currency swap and option contracts.

IOI, the country’s second-largest palm oil firm, said full-year earnings would be lower than a year ago.

“Overall, the group’s result for the current financial year is expected to be lower than the previous year’s record results but still satisfactory in the light of the current business scenario.”

Demand for palm oil, which is used in a range of products from foods to cosmetics, has been hit by overproduction, the end of a speculative commodity bubble and by slowing global growth.

The price of crude palm oil has fallen 64 per cent from a record high of RM4,486 a tonne recorded earlier this year.

IOI Corp said it posted net profit of RM290.5 million in the July-September quarter, compared with RM451.5 million earned in the year-ago period.

Net earnings for the quarter, excluding the unrealised translation loss, were RM502.7 million, the company said in a statement. - Reuters

欧贝亚

本来以为纯盈利还会跌更多的，想不到只是跌36％。

不过ＩＯＩ这个季度的平均ＣＰＯ售价是ＲＭ3391，和现在的ＲＭ1600左右相比，ＣＰＯ的盈利应该会跌80％。不过用2006年的盈利来算ＰＥ应该会比较接近现实，估计ＰＥ15的股价是2.18；ＰＥ12的股价是1.74；ＰＥ10的价格是1.45。

弹煮

酱烂的业绩，是好事来的。
不然怎样才能以超低价购得此骏马？
棕油，还没有被取代的风险。

-CLEMENT-

这个消息很久了吧。。现在已经稳了。。。。

论坛新人

我不觉得是坏消息，股价是看未来的业绩。如果跌到RM２，我会再买。再说，初期早已料到的。最重要它还是赚很多钱。

chengyk

IOI首季淨利猛挫36% 2008-11-07 20:19


                                                                                    （吉隆坡）IOI集團（IOICORP,1961,主板種植組）因截至2008年9月30日為止首季蒙受2億1220萬令吉的未兌現外匯虧損（美元貸款），
導致首季凈利按年猛挫36%至2億9050萬令吉。此公司去年首季的凈利為4億5150萬令吉，時取得3490萬令吉的外匯賺益。
此公司公佈最新季度的業績顯示，若不包括上述的巨額外匯虧損，IOI集團在今年首季的凈利為5億零270萬令吉，按年上揚21%。
不過，此公司首季業績已把已兌現外匯虧損1億零60萬令吉納入在內；而每股凈利已由7.37仙滑落至4.88仙。
IOI集團早前因外匯虧損的傳言而一度猛受重挫至接近2令吉的水平，週五（11月7日）微跌2仙至3令吉12仙。




                星洲互動‧2008.11.07

傻人最有傻福

Notice of Shares Buy Back - Immediate Announcement

Reference No CU-081110-305F5

Company Name	:	IOI CORPORATION BERHAD
Stock Name	:	IOICORP
Date Announced	:	10/11/2008

Date of buy back	:	10/11/2008
Description of shares purchased	:	Ordinary shares of RM0.10 each
Total number of shares purchased (units)	:	1,100,000
Minimum price paid for each share purchased (RM)	:	3.200
Maximum price paid for each share purchased (RM)	:	3.200
Total consideration paid (RM)	:	3,524,720.00
Number of shares purchased retained in treasury (units)	:	1,100,000
Number of shares purchased which are proposed to be cancelled (units)	:
Cumulative net outstanding treasury shares as at to-date (units)	:	252,718,200
Adjusted issued capital after cancellation (no. of shares) (units)	:

Remarks

The number of shares with voting rights in issue after the above shares buy back is 5,897,878,631.

傻人最有傻福

General Announcement

Reference No CU-081107-61710

Company Name	:	IOI CORPORATION BERHAD
Stock Name	:	IOICORP
Date Announced	:	10/11/2008

Type	:	Announcement
Subject	:	Director's dealings in securities of the Company during closed period
Contents	:	Furtherto the announcement made on 3 November 2008, IOI Corporation Berhad("the Company") wishes to announce that the following Director hastransacted dealings (indirect) in the securities of the Company duringthe closed period as set out in Table 1 hereunder.
Announcement Details : Table 1: Name Date Transacted Opening balance Acquired % of issued shares Price per share (RM) Closing balance % of the total issued shares Chan Fong Ann 7.11.2008 6,400,625 (Direct) 159,522,321* (Deemed) - 1,000 - - - 3.04^ 6,400,625 (Direct) 159,523,321* (Deemed) 0.109 2.708 * via Annhow Holdings Sdn Bhd andordinary shares held by his children; Mr Chan Cha Lin, Ms Chen Li Choo,Ms Chan Yit Hong and Ms Chen Lee Hoong ^  average price This announcement is dated 10 November 2008.

© 2008, Bursa Malaysia Berhad. All Rights Reserved.

十一哥

原帖由 欧贝亚 于 7-11-2008 09:00 PM 发表
本来以为纯盈利还会跌更多的，想不到只是跌36％。

不过ＩＯＩ这个季度的平均ＣＰＯ售价是ＲＭ3391，和现在的ＲＭ1600左右相比，ＣＰＯ的盈利应该会跌80％。不过用2006年的盈利来算ＰＥ应该会比较接近现实，估计ＰＥ15的股价是2.18；ＰＥ12的股价是1.74；ＰＥ10的价格是1.45。

不知為什麼我就一直想在等 1.75 的 ioi。

Orochimaru

IOI，2.08最低价，看到现在3快多，前后才没多少天 ，没买啊

u346018

今天IOI的量明显变小了，
之前大户在低价买的货应该快派完了。

虽然我还有一张很贵的IOI，
可是我觉得IOI应该要开下山了。

种油棕的朋友说现在卖油棕一吨才RM200＋＋
连买肥料都不够。

傻人最有傻福

外匯虧損拖累‧產業臂膀遜色‧IOI全年料只賺15億
（吉隆坡）IOI集團（IOICORP,1961,主板種植組）2009財政年首季凈利猛挫36%，禍首為逾2億令吉的外匯虧損，加上產業臂膀和下游製造業盈利也萎縮，市場廣泛預測全年淨利跌破20億令吉。
首季淨利雖然達到全年盈利預測29至30%，但原棕油跌破2000令吉水平，未來需求或受經濟放緩拖累，分析員普遍削減IOI集團未來2至3年淨利預測，一些更認為首季已是全年最高水平。
此股今日（週一，11月10日）獲得趁低吸購扶持，漲12仙至3令吉24仙收市，最高一度作3令吉28仙，漲16仙。
IOI集團蒙受2億1220萬令吉的未兌現外匯虧損（美元貸款），拖累截至2008年9月30日止首季凈利，從前期4億5150萬令吉按年猛挫36%至2億9050萬令吉。
聯昌研究指出，原棕油價格節節敗退，鮮棕果串產量下滑和生產成本走高，未來3季業績將更疲弱，估計全年淨利難重演2008財政年首破20億水平的高姿態。
聯昌研究指出，外匯虧損和產業臂膀表現遜色，也將影響2009年淨利下挫15%，估計只達14億7550萬令吉。
馬幣疲軟和產業臂膀表現，也左右接下來兩個財政年表現，估計2010和2011年的淨利分別降至15億3460萬和16億6230萬令吉。
明年上半年業績不會太難看
亞歐美研究估計，隨著原棕油行情跌破2000零吉水平，IOI集團首季淨利料已屬全年最高，惟預計截至2009年12月31日止的上半年業績仍不會太難看，主要是期間的原棕油售價鎖定每噸逾3000令吉水平。
亞歐美維持IOI集團的獲利預測，即原棕油每公噸2400令吉水平（2009年）和1600令吉（2010至2011年）推算，2009至2011此政年淨利將分別減少19.2、39.2和38.9%。
聯昌研究指出，董事部沒有建議派息在預期中，估計2009至2011年的股息維持16.7仙水平。
股市原棕油後市趨謹
亞歐美研究認為，馬股若出現年杪漲潮，以2010年的15倍本益比估算，IOI集團目標價約是2令吉90仙，若原棕油回彈至2000令吉水平，股價料可攀升至3令吉60仙水平。
押歐美對今年第四季後股市和原棕油行情看法審慎，主要是全球金融風暴和潛在經濟放緩，將持續衝擊原棕油需求。
而且，外資股東截至今年10月杪，仍持有IOI集團26%股權，而管理層至今已累積回購4%股票。
首季遜預期
IOI產業全年淨利下修
產業市場疲軟和建築成本揚高，導致IOI產業（IOIPROP,1635,主板產業組）首季表現低於市場預期，分析員因而下修全年淨利預測。
截至2008年9月30日止，首季凈利滑瀉30.76%至5547萬令吉，營業額則滑退至1億5882萬令吉，跌幅達22.7%。
IOI產業首季銷售額按年大挫45%，同時，住宅銷售額超越辦公樓也拉低貢獻，從前期的2億降至至1億1000萬令吉，惟管理層對仍有信心未來季度銷售額將增加，
分析員指出，新加坡產業市場一旦改善，IOI產業將推介其濱海產業計劃，預料提振全年銷售額表現。無論如何，產業投資臂膀景購資產重估後，仍獲得1億3000萬令吉的重估後盈利。
儘管政府最近放寬產業市場的外資條例，但鑒於消費信心與情緒需時回復，分析員調低其2009至2011財政年淨利6至7%。

King28

亞歐美研究認為，馬股若出現年杪漲潮，以2010年的15倍本益比估算，IOI集團目標價約是2令吉90仙...

分析員因而下修全年淨利預測。

哈哈，他们说东我就去西，跟着市场跑，听他们说就去荷兰了   

傻人最有傻福

General Announcement

Reference No CU-081111-1441C

Company Name	:	IOI CORPORATION BERHAD
Stock Name	:	IOICORP
Date Announced	:	11/11/2008

Type	:	Announcement
Subject	:	CROP OUTPUT FOR SEPTEMBER 2008
Contents	:	CROP OUTPUT FOR SEPTEMBER 2008
Announcement Details : The crop output for the month of September 2008 is as follows:- a. Rubber 59,019 kg b. Palm Oil Production i) Fresh Fruit Bunches 354,886 mt         ii) Crude Palm Oil 76,031 mt         iii) Palm Kernel 17,635 mt Dated : 11 November 2008

[ 本帖最后由 傻人最有傻福 于 11-11-2008 06:01 PM 编辑 ]