|
发表于 1-12-2015 12:43 AM
|
显示全部楼层
本帖最后由 icy97 于 2-12-2015 04:29 AM 编辑
EG工业首季少赚33%
财经新闻 财经 2015-12-01 12:39
(吉隆坡30日讯)基于高基础效应,EG工业(EG,8907,主板工业产品股)截至9月30日首季,净利按年跌33.3%至503万9000令吉。
营业额则滑落1.5%,报1亿9087万7000令吉,主要是因为公司将产品销售组合,改变为专注于高赚幅的产品。
当季税前盈利减少至534万令吉,因去年同期有一笔670万令吉的撤资收益。
若撇除单次收益,税前盈利实际上乃大增5.2倍,达534万令吉,主要由有利的产品组合和改善的营运效率推动。
EG工业正重新部署策略,通过改变产品组合,从机柜装配(box-build)业务取得更多营业额,辅助现有的印刷电路板组装业务,达到巩固净利赚幅的目的。
另外,公司也将持续探索新商机,接触新客户,并提升设计和发展能力,为客户提供一站式的电子制造服务(EMS)。【南洋网财经】
SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2015 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30 Sep 2015 | 30 Sep 2014 | 30 Sep 2015 | 30 Sep 2014 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 190,877 | 193,690 | 190,877 | 193,690 | 2 | Profit/(loss) before tax | 5,338 | 7,759 | 5,338 | 7,759 | 3 | Profit/(loss) for the period | 5,038 | 7,559 | 5,038 | 7,559 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 5,039 | 7,560 | 5,039 | 7,560 | 5 | Basic earnings/(loss) per share (Subunit) | 6.56 | 10.09 | 6.56 | 10.09 | 6 | Proposed/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 ($$) | 2.0300 | 1.6900
|
|
|
|
|
|
|
|
|
发表于 1-12-2015 03:46 AM
|
显示全部楼层
Type | Announcement | Subject | OTHERS | Description | EG INDUSTRIES BERHAD - PRESS RELEASE | |
|
|
|
|
|
|
|
|
发表于 3-12-2015 02:30 PM
|
显示全部楼层
1. Details of Corporate Proposal | Involve issuance of new type/class of securities ? | No | Types of corporate proposal | Private Placement | Details of corporate proposal | Private Placement of up to 19,235,700 new ordinary shares of RM0.50 each in EGIB representing approximately 10% of the issued and paid-up share capital | No. of shares issued under this corporate proposal | 19,206,000 | Issue price per share ($$) | Malaysian Ringgit (MYR) 0.8000 | Par Value ($$) | Malaysian Ringgit (MYR) 0.500 | Latest issued and paid up share capital after the above corporate proposal in the following | Units | 211,563,992 | Currency | Malaysian Ringgit (MYR) 105,781,996.000 | Listing Date | 03 Dec 2015 |
|
|
|
|
|
|
|
|
发表于 7-12-2015 11:02 PM
|
显示全部楼层
本帖最后由 icy97 于 7-12-2015 11:41 PM 编辑
EG 两大股神撑场
Friday, December 4, 2015
http://bblifediary.blogspot.tw/2015/12/eg.html
11月30日,EG公布了2015年年报,里头出现了两个大家都很熟悉的名字 ---- 官有缘和冯时能(冷眼前辈)。
这两个前辈可说是“大马股神”,他们之前所入股的公司大都有所斩获,那么他们到底是看上了这家公司的什么?
我们就先来了解下EG这家公司的背景。
EG(EG工业,8907,主板工业产品股)的前身为DAIICHI,于1993年上市大马交易所主板。
2000年7月19日,DAIICHI(DAI-ICHI Industrial)易名EG.COM。
2004年4月1日,EG.COM又再次易名为EG Industries,但是股票代码依然维持EG。
EG的业务如下:
- 电子制造服务(Electronic Manufacturing Services,EMS)
- 制造和售卖扬声器驱动器、音响系统
- 实木复合地板
- 注塑业务
- 有源和无源电子元件业务
- 成品组装
2014年,大马有两家公司成功跻入全球50大电子制造服务商(EMS,或称电子代工商),一家是VS,另一家就是EG的子公司SMT。
VS的股价在过去一年里取得惊人的增幅,相信是大家有目共睹的,但EG的股价至今却似乎还没什么起色(除了最近因两大股神入股而股价走高)。
可是在未来的日子里,EG或许会发生重大的转变。
2014年7月,EG迎来了来自新加坡的新大股东,而这家公司最近也开始转型,转型后的EG将会专注成品组装(Box Build)的业务,而该公司相信这个业务将会为公司带来更高的赚幅。
此外,该公司也着手进行附加股计划,通过附加股筹集7564万令吉的资金扩充生产线、收购EMS业务、提升及机械、以及偿还部分银行借贷以剩下利息。
相信在通过以上一系列重组和转型计划之后,EG将会走上正轨。
而我相信官老和冷眼前辈已经看到了这家公司未来的潜能,所以才会入股EG的。
最后,这家公司比较适合做长线投资,才能看到未来巨大的回报。
注:以上文章已在12月1日刊登在MYStockXplorer的会员专区里。
免责声明:
以上投资分析,纯属本人个人意见和观点。
在买进一家公司的股份前,请先做功课并了解该公司,任何人因看此文章而造成任何投资损失,本人恕不负责。切记,买卖自负! |
|
|
|
|
|
|
|
发表于 10-12-2015 12:02 AM
|
显示全部楼层
本帖最后由 icy97 于 10-12-2015 12:11 AM 编辑
EG工業-WC 初登場便到價溢價低
2015年12月07日 幸運輪
http://www.chinapress.com.my/20151207/eg工業-wc-初登場便到價溢價低/
溫世麟-窩輪資本總執行長
當憑單的行使價設在比母股價低很多的時候,憑單上市時就會因它的槓槓比率不高而導致其溢價處于低位。
很多時候我們質疑為何公司把憑單的行使價定在比母股價顯著低的水平。因為如果公司管理層或大股東對公司股價日后看好,他們應該會把憑單行使價定在比母股高的水平。
最近EG工業(EG,8907,主要板工業)的一項新憑單EG工業-WC,也是因為憑單行使價比母股低很多,而使得溢價不高。
不過有別于其他憑單,該公司其實在定下憑單行使價時母股價和行使價相差不多。只是該公司股價在最近附加股和憑單計劃進行期間母股大幅度上漲。
主要業務是電子製造服務的EG工業最近發行附加股送憑單,以及私下配售活動,讓公司可籌集高達7160萬令吉的資本,用于擴展業務和償還債務。該公司在上個月底宣佈了不俗的業績報告。
在2015年9月結束的2016財政年首季,EG工業的淨盈利雖然從上一個財政年同期的756萬令吉下跌33%至504萬令吉,它的核心業務盈利其實比前一年上漲數倍,因為該公司在上一個財政年有從脫售資產獲得670萬令吉的盈利。
EG工業也正重新部署策略,通過改變產品組合,從機櫃裝配(box-build)業務取得更多營業額,輔助現有的印刷電路板組裝業務,達到鞏固淨利賺幅的目的。另外,公司也將持續探索新商機,接觸新客戶,並提升設計和發展能力,為客戶提供一站式的電子製造服務(EMS)。
根據上週五母股和憑單的閉市價(分別是91.5仙和55.5仙)來計算,EG工業-WC的溢價達到15.3%。這對一項初登場的憑單來說是不算高的。若以槓槓比率來看,EG工業-WC的有效槓槓只有1.49倍。這不算太吸引但還可接受。
只要該公司不這么派息,這憑單應該在目前價位屬于合理。不然的話憑單溢價可能會慢慢降低。 |
|
|
|
|
|
|
|
发表于 10-12-2015 12:02 AM
|
显示全部楼层
本帖最后由 icy97 于 11-12-2015 03:28 PM 编辑
EG工业901万售6地
财经新闻 财经 2015-12-11 14:45
http://www.nanyang.com/node/738542?tid=462
(吉隆坡10日讯)EG工业(EG,8907,主板工业产品股)以901万令吉,脱售6块吉打地皮给Schaefer Kalk(马)私人有限公司(简称SKM)。
根据文告,EG工业和子公司SMT科技公司,今日分别与SKM签署了买卖协议,将这些土地脱售给SKM。
这6块地皮位于吉打的瓜拉吉底镇,面积合计6万2809平方米。
这2宗交易的价值分别是270万及580万令吉,纳入消费税后,总值为901万令吉。
EG工业早前在这些地段的投资,各为163万4949.40和580万令吉,由此,在扣除消费税后,公司可获163万5787令吉的收益。
EG工业指出,这些交易是重组计划的一部分,即脱售非核心资产,把资源集中在电子制造服务业务。
公司从交易中取得的资金,将用来偿还银行贷款,预期可省下425万令吉利息开销。
Type | Announcement | Subject | TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS | Description | EG INDUSTRIES BERHAD (EG OR COMPANY)DISPOSAL OF THE UNEXPIRED LEASES RELATING SIX (6) PARCELS OF INDUSTRIAL LAND MEASURING APPROXIMATELY 62,809 SQUARE METRES IN THE AGGREGATE HELD BY EG AND SMT TECHNOLOGIES SDN BHD (SMTT), A WHOLLY-OWNED SUBSIDIARY OF EG (COLLECTIVELY THE VENDORS) TO SCHAEFER KALK (MALAYSIA) SDN. BHD. (SKM) (PURCHASER) FOR A TOTAL DISPOSAL CONSIDERATION OF RM9,010,000.00 [INCLUSIVE OF 6% MALAYSIAN GOODS AND SERVICES TAX (GST)] | INTRODUCTION The Board of Directors of EG ("Board") wishes to announce that on 9 December 2015, - EG had entered into a conditional sale and purchase agreement (“SPA 1”) with SKM to dispose the unexpired leases of the vacant land held under H.S.(D) 3766, 3767, 3769, 3774, PT Nos. 5334, 5335, 5337 and 5342, Bandar Kuala Ketil, Daerah Baling, Negeri Kedah for a cash consideration of RM2,700,000.00 (excluding GST) (“SPA 1”) (“Disposal Consideration 1”) (“Land Disposal 1”); and
- SMTT had entered into a conditional sale and purchase agreement (“SPA 2”) with SKM to dispose the unexpired leases of the land held under H.S.(D) 3768, 3775, PT Nos. 5336 and 5343, Bandar Kuala Ketil, Daerah Baling, Negeri Kedah for a cash consideration of RM5,800,000.00 (excluding GST) (“SPA 2”) (“Disposal Consideration 2”) (“Land Disposal 2”);
(SPA 1 and SPA 2 are collectively referred to as the “SPAs”)
(Disposal Consideration 1 and Disposal Consideration 2 are collectively referred to as the “Disposal Considerations”)
(Land Disposal 1 and Land Disposal 2 are collectively referred to as the “Land Disposals”)
The details of the announcement is attached. | http://www.bursamalaysia.com/market/listed-companies/company-announcements/4947133
|
|
|
|
|
|
|
|
发表于 11-12-2015 12:33 AM
|
显示全部楼层
Type | Announcement | Subject | TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS | Description | DISPOSAL OF THE UNEXPIRED LEASES RELATING SIX (6) PARCELS OF INDUSTRIAL LAND MEASURING IN AGGREGATE APPROXIMATELY 62,809 SQUARE METRES IN THE AGGREGATE HELD BY EG AND SMT TECHNOLOGIES SDN BHD (SMTT), A WHOLLY-OWNED SUBSIDIARY OF EG (COLLECTIVELY THE VENDORS) TO SCHAEFER KALK (MALAYSIA) SDN. BHD. (SKM) (PURCHASER) FOR A TOTAL DISPOSAL CONSIDERATION OF RM9,010,000.00 [INCLUSIVE OF 6% MALAYSIAN GOODS & AND SERVICES TAX (GST)] - Additional Information | (All abbreviations used in this Announcement shall have the same meaning in the Announcement dated 9 December 2015)
We refer to our announcement dated 9 December 2015, the Board of Directors of EG hereby furnishes the additional information in relation to the Land Disposal 2 as attached for public release.
This announcement is dated 10 December 2015. | http://www.bursamalaysia.com/market/listed-companies/company-announcements/4948409
|
|
|
|
|
|
|
|
发表于 24-12-2015 01:02 AM
|
显示全部楼层
EG擬投3000万大年设新厂
财经 2015年12月23日
(双溪大年23日讯)EG工业(EG,8907,主板工业股)有意注资约3000万令吉,在双溪大年建造一家新工厂,並將该公司的生產设施面积扩大50%。
这座新设施將坐落在该公司现有的工厂旁边,并將该公司的生產设施面积扩大50%,至22万9557平方呎。
EG工业首席执行员江邦健表示,这家新工厂负责塑胶注模业务,並將拓展该公司电子生產服务(EMS)范围至成品装配(BoxBuild),进而提升其在印刷电路板装配方面的专长。
「这项新设施可让公司为客户提供更广泛的服务,尤其是由產品製造至最后组装的一条龙服务。」
他补充,「至今,我们所获得的成品装配订单已累计至1亿5000万令吉。同时,我们的优势是有良好的记录及全方位服务,可吸引更多客户。」
此外,这家新工厂预计將在2016財政年第3季,开始投入运作。
3000万令吉的资金,部份將用作收购机械,公司將以之前完成的附加股来筹资。【东方网财经】 |
|
|
|
|
|
|
|
发表于 15-1-2016 01:01 AM
|
显示全部楼层
|
|
|
|
|
|
|
发表于 26-2-2016 05:23 PM
|
显示全部楼层
本帖最后由 icy97 于 26-2-2016 06:29 PM 编辑
SUMMARY OF KEY FINANCIAL INFORMATION
31 Dec 2015 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31 Dec 2015 | 31 Dec 2014 | 31 Dec 2015 | 31 Dec 2014 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 208,978 | 162,745 | 399,855 | 356,435 | 2 | Profit/(loss) before tax | 5,716 | 10,286 | 11,054 | 18,045 | 3 | Profit/(loss) for the period | 5,316 | 10,286 | 10,354 | 17,845 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 5,316 | 10,286 | 10,355 | 17,846 | 5 | Basic earnings/(loss) per share (Subunit) | 4.57 | 13.74 | 8.90 | 23.85 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
|
| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 1.0900 | 1.6900 |
Remarks : | The amendment was made on Note B1 Comparison between the current financial year to date and the preceding correspondence financial year-to-date.This announcement is dated 26 February 2016. |
|
|
|
|
|
|
|
|
发表于 26-2-2016 06:30 PM
|
显示全部楼层
|
|
|
|
|
|
|
楼主 |
发表于 17-3-2016 08:31 PM
|
显示全部楼层
本帖最后由 icy97 于 18-3-2016 02:06 AM 编辑
EG工業取消購新加坡新亞新計劃
2016-03-17 17:14
http://biz.sinchew.com.my/node/133258?tid=6
(吉隆坡17日訊)EG工業(EG,8907,主板工業產品組)已擱置收購新加坡印刷電路板(PCB)公司——新亞新控股(Singyasin Holdings)私人有限公司95.8%股權。
2015年4月21日,該公司原打算以380萬新元(約1千零30萬令吉)收購新加坡印刷電路板(PCB)公司——Singyasin控股私人有限公司95.8%股權,以將後者打造成銷售和行銷臂膀來服務新加坡、泰國和大馬南部地區的客戶和國際採購業務。
EG工業週四發表文告指出,經過審慎考量,買賣方同意簽署撤銷買賣協議。
EG工業認為,撤銷收購行動可讓它專注於擴展計劃,即採購機械和提昇現有在雙溪大年的生產設施。
“這項擴展與提昇廠房措施,包含建新和貨倉,添購工具與配備、家具、電腦、軟體與空調等。”
該公司也專注於擴展產品群和客戶群,特別在成品組裝(box-build)區塊。
上述收購為相關方交易,EG工業主席與執行董事鄭耀楗,也是新亞新控股的持控制性股權大股東。擱置上述收購,不會影響2016年6月30日截止財政年之盈利。
EG工業週四由早上9時41分停止交易,10時41分恢復交易;該股週四閉市起1仙,報90.5仙。(星洲日報/財經)
Type | Announcement | Subject | TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
RELATED PARTY TRANSACTIONS | Description | PROPOSED ACQUISITION OF 95.81% EQUITY INTEREST REPRESENTING 10,750,000 ORDINARY SHARES OF S$1.00 EACH IN SINGYASIN HOLDINGS PTE LTD BY THE COMPANY FOR A TOTAL CASH CONSIDERATION OF S$3,832,400 (EQUIVALENT TO RM10,309,539) | Reference is made to the announcement made by the Company on 21 April 2015 in relation to the subject matter.
The Board of Directors of EGIB (“The Board”) wishes to update that, after due consideration, the Company and the Vendors have reached the consensus for mutual termination of the Proposed Acquisition.
The details of the announcement is attached. | http://www.bursamalaysia.com/market/listed-companies/company-announcements/5032597
|
|
|
|
|
|
|
|
发表于 26-3-2016 06:08 AM
|
显示全部楼层
Type | Announcement | Subject | OTHERS | Description | EG INDUSTRIES BERHAD (EGIB OR COMPANY)PROPOSED LISTING OF SMT INDUSTRIES CO., LTD, A WHOLLY OWNED SUBSIDIARY OF EGIB, ON THE MARKET FOR ALTERNATIVE INVESTMENT OF THE STOCK EXCHANGE OF THAILAND | On behalf of the Board of Directors of EGIB, M&A Securities Sdn Bhd (“M&A Securities”) wishes to announce that the Company proposes to undertake the listing of SMT Industries Co., Ltd (“SMTI”), a wholly owned subsidiary of EGIB on the Market for Alternative Investment (“Mai Market”) of the Stock Exchange of Thailand (“Proposed Listing”).
SMTI was incorporated in 2006 in Thailand and is principally involved in the provision of electronic manufacturing services for computer peripherals, consumer electronic/electrical and automotive industrial products industries. SMTI’s production facility is located in Pranchiburi, Thailand with a land area of 171,716 sq ft and current built up area of 65,560 sq ft, which has sufficient room for future expansion.
SMTI has appointed AIRA Securities Public Company Limited as its Thailand principal adviser for the Proposed Listing. Further details of the Proposed Listing including the listing structure, number of shares offered, issue price and targeted proceeds to be raised will be announced upon finalisation at a later date.
EGIB will issue a circular to its shareholders setting out details of the Proposed Listing in due course.
This announcement is dated 25 March 2016. |
|
|
|
|
|
|
|
|
发表于 26-3-2016 06:16 AM
|
显示全部楼层
本帖最后由 icy97 于 27-3-2016 01:53 AM 编辑
EG工业建议子公司泰国上市
财经新闻 财经 2016-03-26 11:23
(吉隆坡25日讯)EG工业(EG,8907,主板工业产品组)建议,将泰国独资子公司SMT工业,在泰国交易所的另类投资市场(Mai Market)挂牌上市。
SMT工业成立于2006年,通过生产电脑周边设备、消费者电子和汽车工业产品并供应给全球客户。
公司的厂房位于Prachinburi,坐落在17万1716平方尺土地上,目前的建筑面积为6万5560平方尺,所以,未来还有足有的空间扩充。
EG工业总执行长兼执行董事江邦健表示,SMT工业已建立良好的纪录,加上泰国作为主要制造中心的地位,特别是高科技电子和汽车领域,所以相信公司还有很多发展潜能。
“我们把SMT工业上市,不仅能释放部分价值给股东,更重要的是筹集营运资本,推动公司在区域电子制造服务(EMS)领域实现真正的潜能。”
SMT工业已委任AIRA证券,作为泰国上市的主要顾问,会在较迟才决定发售的股票数目、发售价以及筹集数额等目标。
SMT工业必须先取得大马和泰国的监管机构批准,以及在EG工业召开的股东特别大会获得通过,才能够进行该项上市活动。【南洋网财经】
Type | Announcement | Subject | OTHERS | Description | PRESS RELEASE 25 MARCH 2016-EG I NDUSTRIES PROPOSES LISTING OF THAI UNIT | |
|
|
|
|
|
|
|
|
发表于 25-5-2016 03:36 AM
|
显示全部楼层
本帖最后由 icy97 于 27-5-2016 04:50 AM 编辑
EG工业包揽1.46亿令吉瑞典公司合约
By Gho Chee Yuan / theedgemarkets.com | May 23, 2016 : 5:51 PM MYT
(吉隆坡23日讯)EG工业(EG Industries Bhd)从瑞典Shortcut Labs AB的手中,包揽一项价值3600万美元(约1亿4600万令吉)的两年合约,成为Flic无线智能按钮的唯一制造商。
Flic是全球首个无线智能按钮产品,使用者可利用快捷方式操作流动装置。使用者可实体快捷操作流动装置的电子功能,透过使用Flic,可控制灯光、拍照、播放音乐、呼叫德士、分享即时位置等等。
这家电子制造服务业者指出,公司已签署了一项协议,负责全面生产Flic的全球市场产品,并在亚洲市场分销Flic产品。
EG工业集团总执行长兼执行董事江邦健表示,除了稳固其作为一站式制造合作伙伴的定位外,此合约已为该集团敞开了发展前景,以支撑迅速增长的智能相互连接装置的采用趋势。
“随着Flic未来数年的持续发展,我们也将为全球采用这类产品的势头作好准备。”
他补充:“我们深知这项装置的巨大潜力。因此,除了生产Flic外,我们也是Flic在亚洲市场的唯一分销商,我们在不久的将来也将探讨Flic在澳大拉西亚(Australasia)区域的潜在发展商机。”
EG工业指出,该集团拟透过一站式纵向一体化方案,提供增值服务,包括分销。
Flic正式在2015年10月于全球发布,而EG工业负责试产Flic。短短6个月内已有逾10万台Flic销售至美国和欧洲,继而促其生产全面商品化。
为了方便用家使用产品,Shortcut Labs已开始与各个合作伙伴联手,将Flic纳入其产品与服务中。
披萨外送公司达美乐披萨(Domino)在去年11月于英国推出“轻松订购”(The Easy Order)系统,消费者只需一触Flic按钮就可下订单。另外,瑞典汽车制造商富豪(Volvo)推出具备Flic特点的“Volvo On Call”警报系统。
Shortcut Labs联合创办人兼总营运长Amir Sharifat表示,该集团研发Flic的目的旨在生产一个小装置,以取代所有的遥控器,让用家的生活更为轻松简单。
“Flic产品在短时间内已获得热烈回响。随着EG工业在Flic推出市面时为我们提供产能支援,此合约是我们和EG工业建立强而有力合作关系的下一步。”
“随着EG工业作出的许诺,我们更能专注于开拓全球潜在市场。”
(编译:倪嫣鴽)
Type | Announcement | Subject | OTHERS | Description | EG INDUSTRIES BAGS USD36 MILLION CONTRACT FOR SOLE MANUFACTURING OF FLIC | |
|
|
|
|
|
|
|
|
发表于 31-5-2016 09:50 PM
|
显示全部楼层
本帖最后由 icy97 于 5-6-2016 06:21 PM 编辑
EG工业第3季净利飙2.倍
2016年6月5日
(吉隆坡4日讯)受益于订单增加及获得新合约,EG工业(EG,8907,主板工业产品组)截至3月杪第三季净利按年暴增212.52%,至419万4000令吉或每股净2.84仙,上财年同季净利为134万2000令吉。
第三季营业额则按年扬16.19%至1亿5247万1000令吉,优于上财年同季的1亿3122万5000令吉。
累计首九个月,净利按年跌24.18%至1454万9000令吉或每股净利9.84仙;营业额则涨13.26%至5亿5232万6000令吉。
展望未来,EG工业将专注在发掘市场新机会、招揽新客户源及改善产品设计与开发能力,以提供一站式电子产品制造服务予客户。【e南洋】
8907 EG EG INDUSTRIES BHD | Quarterly rpt on consolidated results for the financial period ended 31/03/2016 | Quarter: | 3rd Quarter | Financial Year End: | 30/06/2016 | Report Status: | Unaudited | Submitted By: |
|
| | Current Year Quarter | Preceding Year Corresponding Quarter | Current Year to Date | Preceding Year Corresponding Period | | 31/03/2016 | 31/03/2015 | 31/03/2016 | 31/03/2015 | | RM '000 | RM '000 | RM '000 | RM '000 | 1 | Revenue | 152,471 | 131,225 | 552,326 | 487,660 | 2 | Profit/Loss Before Tax | 4,494 | 1,493 | 15,548 | 19,538 | 3 | Profit/(loss) attributable to ordinary equity holders of the parent | 4,194 | 1,342 | 14,549 | 19,188 | 4 | Net Profit/Loss For The Period | 4,194 | 1,342 | 14,548 | 19,187 | 5 | Basic Earnings/Loss Per Shares (sen) | 2.84 | 1.79 | 9.84 | 25.64 | 6 | Dividend Per Share (sen) | 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 (RM) | | | 1.1000 | 1.6900 |
|
|
|
|
|
|
|
|
|
发表于 31-5-2016 11:14 PM
|
显示全部楼层
本帖最后由 icy97 于 31-5-2016 11:41 PM 编辑
Type | Announcement | Subject | OTHERS | Description | EG INDUSTRIES BERHAD - PRESS RELEASE | |
|
|
|
|
|
|
|
|
发表于 1-6-2016 09:59 PM
|
显示全部楼层
本帖最后由 icy97 于 1-6-2016 10:10 PM 编辑
EG Industries poised to tap into Thailand’s auto industry
By Yimie Yong / The Edge Financial Daily | May 30, 2016 : 9:41 AM MYT
http://www2.theedgemarkets.com/my/article/eg-industries-poised-tap-thailand%E2%80%99s-auto-industry
KUALA LUMPUR: EG Industries Bhd, which is in the midst of preparing the listing application for its wholly-owned Thai unit SMT Industries Co Ltd (SMTI), sees opportunities in the Thai automotive industry to further expand its presence there.
The electronic manufacturing services (EMS) provider in March announced that it is planning to undertake the listing of SMTI on the Stock Exchange of Thailand’s Market for Alternative Investment, which is expected to happen by 2018.
EG Industries group chief executive officer cum executive director Alex Kang said the company hopes to raise 300 million baht (RM34.34 million) from the listing, mainly to expand the capacity of its manufacturing plant in Thailand, which has seven production lines for printed circuit board assembly (PCBA), to 15 lines.
“We think it’s time for our Thai subsidiary to be independent. Most of the funds we are raising from the listing will be to expand the plant there,” Kang told The Edge Financial Daily in a recent interview.
SMTI’s production facility is located in Pranchiburi, Thailand. With a land area of 171,716 sq ft and a built-up area of 65,560 sq ft, there is ample room for expansion.
Incorporated in 2006 in Thailand, SMTI has been principally involved in the provision of EMS for computer peripherals, consumer electronics and electrical products, and automotive industrial products.
SMTI contributes 15% to 20% of the group’s overall revenue. For the financial year ended June 30, 2015 (FY15), EG Industries’ revenue stood at RM636.1 million.
“We plan to further expand our business in Thailand as we see a lot of business opportunities there, especially in the automotive industry,” said Kang.
“As there are more digital components used in our cars, demand for printed circuit board will grow. [For] anything digital, you would need PCBA,” he said, adding that there will be more cars installed with cameras and GPS systems moving forward.
In 2015, Thailand produced 1.9 million cars and 1.8 million motorcycles. Domestic car sales stood at 800,000 that year, while domestic motorcycle sales were at 1.6 million, statistics from the Thai Automotive Industry Association show.
According to Kang, SMTI is only seeing a less than 5% revenue contribution from the automotive industry presently, and that mainly comes from the sale of vehicle sensors.
He said SMTI had the technology and operational efficiency to expand further in the automotive industry, which would also mean a better margin for its PCBA business there.
“We are in the midst of preparing the [IPO] (initial public offering) application. I think we will be able to convene an extraordinary general meeting by end-2017 or early-2018. The listing is expected in 2018,” EG Industries group financial controller Cheryl Ng shared.
She said SMTI had appointed AIRA Securities Public Co Ltd as its principal adviser in Thailand for the proposed listing. While details of the listing are still being worked out, it is understood that some 30% of SMTI’s stake will be offered for sale, with EG Industries keeping the remainder.
As for how its current shareholders will benefit from the listing, Ng said: “They will be able to enjoy the potential profit growth of SMTI without forking out more money.”
EG Industries, which also has manufacturing plants in Sungai Petani, Kedah, has seen its margins and earnings improve after expanding its customer base and started to turn its attention to box-build from a predominantly sub-assembly-centric business model that focused on PCBA.
Its overall net margin improved to 4.16% in FY15, from 0.29%. For FY15, its net profit jumped to RM26.5 million, compared with RM2 million a year ago, despite a lower revenue of RM636.1 million, compared with RM700.5 million in FY14. Netting off a RM15.4 million gain on disposal from other investments, its net profit grew about 5.5 times to RM11.1 million — a record-high for the company.
The share of box-build revenue stood at 10% in FY15, and is expected to grow to 20% in FY16, said Kang.
“The strategy [of adding more box-build businesses] works well for our business in Malaysia, so we are replicating this in Thailand,” he shared.
The news of its upcoming Thai unit’s IPO seems to have had little impact on EG Industries’ share price, which has been trading between 95 sen and 83 sen since March.
However, its recent win of a two-year contract worth US$36 million (RM147.24 million) from Sweden-based Shortcut Labs AB to be the sole manufacturer of smart wireless button Flic that creates a shortcut to favourite actions on mobile devices, which it will also be distributing in Asia, may put the counter on investors’ radar again.
(Icon) EG Industries (2) - Good Results, Beats Expectation
Author: Icon8888 | Publish date: Fri, 26 Feb 2016, 09:29 PM
http://klse.i3investor.com/blogs/philipong/97525.jsp
Today, EG announced December 2015 quarterly results. For me, the result is satisfactory and above expectation.
Based on annualised EPS of 10 sen and latest closing price of RM0.89, PER is about 9 times.
This level of PER is not exactly very exciting. However, investors are buying the stock for its future. EG is at early stage of a beautiful growth story. With targeted completion of new plastic injection factory by second half of 2016, group performance is expected to further improve.
Exciting times ahead.
Summary
EG Industries group chief executive officer cum executive director Alex Kang said the company hopes to raise 300 million baht (RM34.34 million) from the listing, mainly to expand the capacity of its manufacturing plant in Thailand, which has seven production lines for printed circuit board assembly (PCBA), to 15 lines.
While details of the listing are still being worked out, it is understood that some 30% of SMTI’s stake will be offered for sale, with EG Industries keeping the remainder.
SMTI contributes 15% to 20% of the group’s overall revenue. For the financial year ended June 30, 2015 (FY15), EG Industries’ revenue stood at RM636.1 million.
Concluding remarks
EG owns 100% of SMTI which is worth RM 115 mil by early 2018.
SMTI contributes 15% to 20% of the group’s overall revenue.
Say maximum 20%, EG is worth RM 572 mil! What is EG current market capitalisation ? RM 186 mil.
This is triple EG current market capitalisation of RM 186 mil!
Not to be too bullish, I think EG can easily double its market capitalisation by 2018!
I do not know how the Q3 result (seasonally low quarter) will look like today but I know the future for EG is very very promising!
Invest at your own risk. Please consult your investment adviser before making any decision.
Latest quarter result is out. Net profit up three-fold!
Newly-commenced 2nd plant will bring in more profits starting Q4! Recently secured RM 146 mil contract to produce Flic.
Target RM 6 mil net profit in Q4.
EG Industries Press Release 3Q16
|
|
|
|
|
|
|
|
发表于 2-7-2016 03:25 AM
|
显示全部楼层
Date of change | 01 Jul 2016 | Name | MISS NG SZE MUN | Age | 29 | Gender | Female | Nationality | Malaysia | Type of change | Appointment | Designation | Chief Financial Officer | Qualifications | 1. Member of Association of Chartered Certified Accountants (ACCA)2. Member of Malaysian Institute of Accountants (MIA)3. Bachelor of Commerce (Accounting and Marketing), Deakin University, Australia | Working experience and occupation | She started her career as an auditor with Deloitte KassimChan in August 2008, and was promoted to Senior Auditor in 2010. She left Deloitte KassimChan in August 2011 and joined a public company listed on Bursa Malaysia Securities as Finance Manager until March 2014.She joined EG Industries Berhad in March 2014 as Finance Manager and was appointed as Group Corporate Financial Controller in July 2014 prior to her current appointment. | Directorships in public companies and listed issuers (if any) | No | Family relationship with any director and/or major shareholder of the listed issuer | No | Any conflict of interests that he/she has with the listed issuer | No | Details of any interest in the securities of the listed issuer or its subsidiaries | 300,000 ordinary shares of RM0.50 each in EG Industries Berhad |
|
|
|
|
|
|
|
|
发表于 11-7-2016 01:11 AM
|
显示全部楼层
EG工业可否买进?
读者ooi问:
2)EG工业(EG,8907,主板工业产品组)可以买吗?
答:
2.EG工业在过去10年(30/6/2006至30/6/2015)每年都赚钱,净利介于83万1000令吉至2576万令吉,每股净利则介于1.11仙至34.46仙。从此纪录显示,该公司仍是家经营不错的上市公司,是否可以买进,相信胥视在何估值价位及买进时机而定。
作为参考,可探探其最新业绩表现及未来展望。
截至2016年3月31日为止第3季,该公司净利为419万4000令吉(每股净利为2.84仙),前期净利为134万2000令吉(每股净利为1.79仙)。
该公司首9个月的净利为1454万9000令吉(每股净利为9.84仙),前期的净利为1918万8000令吉(每股净利25.64仙)。同期的每股资产值为1令吉10仙。
该公司在宣布最新业绩,谈到未来业务展望时指出,该公司正推行新策略以加强其净利赚幅,包括改变其产品组合,从机柜装配领域取得更高的营收,以辅助目前的印刷电路板装配业务。
该公司将继续专注开拓新的市场商机,争取新客户、以及改进其设计及发展能力,为客户提供一站式的电子制造服务(EMS)方案。
同时,该公司将竭尽所能加强其营运及成本效率,即通过稳健措施以达到令人满意的业绩。该公司2016年财政年的业绩料保持正面。
文章来源:
星洲日报‧投资致富‧投资问诊‧文:李文龙‧2016.07.10 |
|
|
|
|
|
|
| |
本周最热论坛帖子
|