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发表于 31-5-2016 11:14 PM
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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 | |
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发表于 1-6-2016 09:59 PM
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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
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发表于 2-7-2016 03:25 AM
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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 |
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发表于 11-7-2016 01:11 AM
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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 |
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发表于 6-8-2016 03:49 AM
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Notice of Interest Sub. S-hldr (29A)Particulars of Substantial Securities HolderName | CITIGROUP NOMINEES (TEMPATAN) SDN BHD FOR UNIVERSAL TRUSTEE (MALAYSIA) BERHAD FOR CIMB ISLAMIC SMALL | Address | LEVEL 44, MENARA CITIBANK
165 JALAN AMPANG
50450 Wilayah Persekutuan
Malaysia. | Company No. | 267011M | Nationality/Country of incorporation | Malaysia | Descriptions (Class & nominal value) | ORDINARY SHARES OF RM0.50 EACH | Name & address of registered holder | CITIGROUP NOMINEES (TEMPATAN) SDN BHD (267011M) LEVEL 44, MENARA CITIBANK, 165 JALAN AMPANG, 50450 KUALA LUMPUR FOR UNIVERSAL TRUSTEE (MALAYSIA) BERHAD FOR CIMB ISLAMIC SMALLCAP FUND |
| Date interest acquired & no of securities acquired | Currency | Malaysian Ringgit (MYR) | Date interest acquired | 01 Aug 2016 | No of securities | 690,000 | Circumstances by reason of which Securities Holder has interest | ACQUIRED OF SHARES IN THE OPEN MARKET | Nature of interest | DIRECT | Price Transacted ($$) | 0.840 |
| | Total no of securities after change | Direct (units) | 11,108,700 | Direct (%) | 5.25 | Indirect/deemed interest (units) | 0 | Indirect/deemed interest (%) | 0 | Date of notice | 05 Aug 2016 |
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发表于 15-8-2016 05:10 PM
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发表于 2-9-2016 03:56 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
30 Jun 2016 |
| | INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30 Jun 2016 | 30 Jun 2015 | 30 Jun 2016 | 30 Jun 2015 | $$'000 | $$'000 | $$'000 | $$'000 |
| 1 | Revenue | 150,252 | 148,415 | 702,578 | 636,075 | | 2 | Profit/(loss) before tax | 4,154 | 4,091 | 19,702 | 23,629 | | 3 | Profit/(loss) for the period | 3,754 | 7,168 | 18,302 | 26,355 | | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 3,755 | 7,291 | 18,304 | 26,479 | | 5 | Basic earnings/(loss) per share (Subunit) | 2.30 | 9.74 | 11.19 | 35.39 | | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 1.1000 | 1.6900
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发表于 1-11-2016 07:34 AM
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冷眼前輩..
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发表于 30-11-2016 07:05 PM
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本帖最后由 icy97 于 15-12-2016 04:55 AM 编辑
EG工業首季淨利漲42%至710萬
2016年11月30日
http://www.chinapress.com.my/20161130/eg工業首季淨利漲42至710萬/
（吉隆坡30日訊）EG工業（EG，8907，主要板工業）截至9月底2017財年首季淨利按年漲41.9%至710萬令吉，比較上財年同期的500萬令吉。
EG工業發布文告指出，受惠于盒裝業務的貢獻和消費電子業務的提升，公司首季營業額由1億9090萬令吉，按年成長23%至2億3470萬令吉。
EG工業總執行長兼執行董事江邦健稱：“我們通過改變產品組合來增加收益，以便從盒裝業務方面獲得更多收入，以補充我們傳統的工業印刷電路板組件（PCBA）業務，這戰略顯然發揮良好。”
基于穩定的客戶流量，該公司預計盒裝業務營業額貢獻將在截至6月底的2017財年末，由18%提升至30%。
同時，EG工業計劃斥資2500萬令吉作為資本開銷，旨在提高生產效率，以提高競爭优勢。
SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2016 |
| | INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30 Sep 2016 | 30 Sep 2015 | 30 Sep 2016 | 30 Sep 2015 | $$'000 | $$'000 | $$'000 | $$'000 |
| 1 | Revenue | 234,706 | 190,877 | 234,706 | 190,877 | | 2 | Profit/(loss) before tax | 7,547 | 5,338 | 7,547 | 5,338 | | 3 | Profit/(loss) for the period | 7,147 | 5,038 | 7,147 | 5,038 | | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 7,148 | 5,039 | 7,148 | 5,039 | | 5 | Basic earnings/(loss) per share (Subunit) | 3.38 | 6.56 | 3.38 | 6.56 | | 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 ($$) | 1.1700 | 1.1100
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发表于 4-12-2016 05:58 PM
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本帖最后由 icy97 于 18-12-2016 05:58 AM 编辑
EG冀机柜装配推动30%营收
2016年12月10日
（吉隆坡9日讯）EG工业（EG，8907，主板工业产品组）放眼现财年，机柜装配（box build）业务将推动公司营业额增长30%。
该公司今日发表文告，机柜装配业务表现杰出，推动上2财年的营业额，分别扬10%和18%。
EG工业总执行长兼执行董事江邦健指出，过去2年，受委托为客户全方位制造的产品次数不断增加，展示出机柜装配业务的销售稳定上升趋势。
他也指，正在从现有客户和新客户中获取信心。
他预计现财年，手上订单可达2亿5000万令吉，且有信心机柜装配可推动营业额。
另外，该公司位于吉打双溪大年新厂房，总产量料可提升20%。
他说：“目前，厂房使用率仅达35%，因此，我们相信，有足够空间来扩大服务范围。”
另外，公司将继续寻找机会，推升区域电子制造服务（EMS）的价值链，通过大马作为分销中心的优越位置，渗入超过6亿人口的东南亚市场，吸引更多国际客户。【e南洋】
Type | Announcement | Subject | OTHERS | Description | EG INDUSTRIES BERHAD - PRESS RELEASE | |
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发表于 30-12-2016 04:11 AM
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本帖最后由 icy97 于 1-1-2017 04:40 AM 编辑
强化财务与竞争力
EG工业探讨数筹资选项
2016年12月28日
（吉隆坡27日讯）EG工业（EG，8907，主板工业产品组）指出，该公司正在探讨各种选项，以便达到筹资并增强财务实力与竞争力的目的。
EG工业今天向马交所报备说，董事部正在探讨多项选择，以达到上述目的，包括了媒体所报道的企业活动，以及其他的选项。
早前，《The Edge》援引该公司执行主席郑耀楗指出，该公司将会发行附加股和私下配售，以加强公司财务状况，与同行竞争。
郑耀楗指出，公司必须要进行上述企业活动，以加强EG工业的财务现况。
“无论在市值和缴足资本上，我们相对同行来说规模比较小。”
EG工业在去年7月公布数项企业活动，包括发行附加股，以及私下配售活动，筹集高达7160万令吉的资本，用于扩展业务和偿还债务。
当中发行附加股1亿2943万股，筹集6470万令吉，同时也进行私下配售917万股，筹资690万令吉。
据大华继显指出，相关领域的竞争者包括星光资源（SKPRES，7155，主板工业产品股）以及威铖（VS，6963，主板工业产品股）。
不过郑耀楗也提到，在EG工业的销量规模上来说，与其他竞争者相同，而且赚幅也稳定。
“这体现出我们目前实行的计划是正确的，如垂直整合和额外垂直整合活动，带领公司向前发展。”
计划合伙或收购
另外，EG工业也正计划与其他工业设计公司合伙或收购对方，完成额外垂直整合。
“我们计划并购来自欧洲的知识产权公司，目前与数家企业进入商讨阶段。这能够完成我们额外垂直整合的目的，同时，在未来能自行研发和生产产品。”
展望2017财年，该公司放眼机柜装配（box build）能够贡献30%营业额，同时设定净利目标年增20%至30%。
“我们目前正面对数个压力，例如最低薪金制所带来的员工成本压力，以及国家银行最近推出的外汇政策，影响企业的护盘活动。”
国行在本月初，规定国内企业须将75%的出口所得兑换成令吉储存，其余25%能以外币方式保存。
他继续说道：“无论如何，我们力争净利年增20%至30%，而在过去的首季表现，公司取得了按年增长。”【e南洋】
Type | Announcement | Subject | OTHERS | Description | EG INDUSTRIES BERHAD ("EG INDUSTRIES BHD")- Clarification on Article Appearing in The Edge Financial Daily on 27 December 2016 | We refer to the article in The Edge Financial Daily today which contains the following statement: "A rights issue or private share placement is on the cards at EG Industries Bhd as the consumer electronics product maker is seeking to beef up its financials to be on a par with its peers."
The Board is exploring various options to attain its objective, including but not limited to the said corporate exercises. The Board will make the appropriate announcement in a timely manner upon reaching its decision.
This announcement is dated 27 December 2016. |
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发表于 16-2-2017 04:12 AM
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本帖最后由 icy97 于 16-2-2017 05:56 AM 编辑
筹6390万发展资金
EG工业拟4配1发附加股
2017年2月16日
（双溪大年15日讯）EG工业（EG，8907，主板工业产品组）建议发行附加股及派送红股，筹集最高6390万令吉。
根据文告，EG工业建议以每4股配1附加股比列，发售最多6730万股可赎回可转换优先股（RCPS）。
同时，股东每认购1附加股，就会获得1红股。
若以95仙发售价计算，EG工业最多可筹得6390万令吉。
该公司计划，将其中1500万令吉购买设备与机械；1000万令吉购买机柜装配（box building）原料；240万令吉进行研发活动及收购知识产权，100万令吉偿还银行贷款；80万令吉为营运资本。
另外，EG工业还会拨出2360万令吉来收购与电子制造服务（EMS）业务互补的生意或资产，其余210万令吉为企业活动开销。
执行董事兼总执行长江邦健称，这些企业活动除了强化EG工业资本基础，反映公司营运规模，还能提供额外资金推动公司前进。
“目前，我们采用内部扩展，但全球EMS领域迅速变化，我们也希望通过收购互补的新生意或资产来进一步增长。”
尽管EG工业还未与潜在合作伙伴达成协议，江邦健强调，该公司热衷于收购本地甚至其他国家，如新加坡、泰国和中国的中小型企业，或者购买拥有现成生产能力的资产年来辅助营运。【e南洋】
Type | Announcement | Subject | NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS)
COMBINATION OF NEW ISSUE OF SECURITIES | Description | EG INDUSTRIES BERHAD ("EGIB" OR "COMPANY")(I) PROPOSED RIGHTS ISSUE;(II) PROPOSED BONUS ISSUE; AND(III) PROPOSED AMENDMENTCOLLECTIVELY, THE PROPOSALS | On behalf of the Board of Directors of EGIB (“Board”), M&A Securities Sdn Bhd (“M&A Securities”) is pleased to announce that the Company is proposing to undertake the following proposals: - a renounceable rights issue of up to 67,296,172 RCPS at an indicative issue price of RM0.95 per RCPS on the basis of 1 RCPS for every 4 existing EGIB Shares held on the Entitlement Date;
- a bonus issue of up to 67,296,172 Bonus Shares on the basis of 1 Bonus Share for every RCPS subscribed under the Proposed Rights Issue; and
- amendments to the Memorandum and Articles of Association of EGIB to facilitate the issuance of RCPS.
Further details of the Proposal is set out in the attachment.
This announcement is dated 15 February 2017. |
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5338125
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发表于 16-2-2017 05:58 AM
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Type | Announcement | Subject | OTHERS | Description | PRESS RELEASE 15 FEB 2017 - EG INDUSTRIES BERHAD PROPOSES 1-FOR-4 RENOUNCEABLE RIGHTS ISSUE OF REDEEMABLE CONVERTIBLE PREFERENCE SHARES (RCPS) AND 1 BONUS SHARE FOR EVERY RCPS SUBSCRIBED | |
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发表于 28-2-2017 06:56 AM
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本帖最后由 icy97 于 1-3-2017 04:19 AM 编辑
营收增长24% EG次季净利涨43%
财经 2017年02月24日
（吉隆坡24日讯）EG工业（EG，8907，主板工业股）2017財政年次季（截至去年12月31日止）净利大涨43.02%，至760万令吉，前期为532万令吉；营业额也从2亿零898万令吉，上升24.27%，至2亿5970万令吉。
该公司上半年净利激增42.73%，至1475万令吉，前期为1036万令吉；营业额则上扬23.65%，至4亿9441万令吉，前期为3亿9986万令吉。
EG工业发文告指出，该公司今年次季营业额取得双位数增长，归因消费电子產品在去年杪的需求走高，及电子消费领域的產品组合获得改善，激励销售额。
EG工业首席执行员江邦健指出，公司將在本季扩大双溪大年的厂房规模，提高產量以满足顾客对消费电子產品的订单。【东方网财经】
SUMMARY OF KEY FINANCIAL INFORMATION
31 Dec 2016 |
| | INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31 Dec 2016 | 31 Dec 2015 | 31 Dec 2016 | 31 Dec 2015 | $$'000 | $$'000 | $$'000 | $$'000 |
| 1 | Revenue | 259,701 | 208,978 | 494,407 | 399,855 | | 2 | Profit/(loss) before tax | 8,209 | 5,716 | 15,756 | 11,054 | | 3 | Profit/(loss) for the period | 7,604 | 5,316 | 14,751 | 10,354 | | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 7,603 | 5,316 | 14,751 | 10,355 | | 5 | Basic earnings/(loss) per share (Subunit) | 3.60 | 4.57 | 6.98 | 8.90 | | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 1.2400 | 1.1100
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发表于 28-2-2017 06:28 PM
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发表于 15-3-2017 08:11 PM
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本帖最后由 icy97 于 16-3-2017 01:11 AM 编辑
Semicon future is brighter, how about EG?
Author: Risk Rider | Publish date: Tue, 14 Mar 2017, 10:36 PM
https://klse.i3investor.com/blogs/shareshare/118293.jsp
Semicon Industry prospect is good, but how about EG?
I did some analysis over the last few quarters & noted the following:
TOTAL BORROWINGS INCREASED
Total borrowings are increasing every quarters, borrowings has increased from 211mil @ 31/12/2015 to 235mil @ 31/12/2016.
During the same period, the company made net profits of 22mil but borrowings also increased at faster rate, RM24mil.
It means the more profits earned, the higher trade debtors in the books, then more banker acceptances (borrowings) needed.
RECEIVABLES INCREASED
Sales for 31/3/2016 & 30/6/2016 were both approximately 150m, but the trade & other receivables in Q30/6/2016 jumped more than 73m, no convincing explanation was given by the management.
PROFIT MARGIN REMAINED FLAT DESPITE CLAIMED HIGHER MARGIN AT BOX BUILDING
Management claimed box building will command higher profit margin, but the financial ratios shown in the past 6 quarterly results didn't say so.
The EBITDA margin was flat & almost same over the last 6 quarters. EBITDA (earning before interest, tax, depreciation & amortisation), in EG case, that's operating profits as shown in the QR:
EBITDA ratios for the past 6 quarters:
30/9/2015 ----- 8.3%
31/12/2015 ----- 6.2%
31/3/2016 ----- 8.8%
30/6/2016 ----- 8.6%
30/9/2016 ----- 7.6%
31/12/2016 ----- 6.5%
1H STRONGER 2H WEAKER, ANNUALISED LAST Q RESULT MAY GIVE FALSE HOPE
Sales & profits in 1H of the year were always stronger & were WEAKER in 2nd half financial year of EG. It can be seen from the last 3 years (2014, 2015 & 2016)
https://klse.i3investor.com/servlets/stk/fin/8907.jsp
CASH CALL FOR EXPANSION? SHORT OF CASH?
The company is asking money from shareholders again in the short span of time & this has triggered the concern of the market. Go find out yourself on the company's announcement in Bursa Website.
CONCLUSION?
I do not own any shares in VS or EG, just did my homeworks after VS was jumping up but EG is leaving behind with low valuation (PE).
I don't have any conclusion, you have to make your own decisions, to buy, hold, sell or just watch. Everythings are in the reports, go do your own homework.
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发表于 9-4-2017 07:45 PM
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本帖最后由 icy97 于 10-4-2017 12:33 AM 编辑
江邦建入主3年．EG工业稳中求进
http://www.sinchew.com.my/node/1631940/
新人事新作风，EG工业（EG，8907，主板工业产品组）转型计划可期？
电子制造业是支撑大马出口数据最重要的领域，不过原件生产商（OEM）行业竞争激烈。面对这片红海，以代工制造的EG工业如何应对挑战呢？
EG首席执行员江邦建接受专访时表示，公司之前的核心业务以OEM为主，提供印刷电路板（Printed Circuit Board Assembly，简称PCBA）服务，但赚幅不理想。
“我在2014年出任EG工业首席执行员一职，并全盘收购创办人的股权。之后，公司转型至成品组装，提供更高的附加价值及一站式服务，以追求更高赚幅。”
成品组装指电子产品或系统运往客户之前，制作机架和底盘的机电组装流程。
江邦建1998年开始在EG工业工作。2014年创办人有意退出商场，因此江邦建向他购买股权。
“严格来说，2014年之后的EG工业发展及业务，与前管理层没有太直接关系。”
他表示，竞争日渐激烈，公司必须做和别人不一样的东西，方可突围而出。
以垂直整合+为目标
“电子业都在谈着垂直整合（vertical integration，简称VI），那公司就以‘垂直整合+’（VI Plus）为目标。”
他说，“垂直整合+”是首席财务员黄诗雯构思。
江邦建以瑞典客户Flic为例子，公司除了为对方提供制造，亦承包亚洲区代理销售，为公司带来更多收入及多元化业务。
目前，EG工业大部份营业额来自OEM贡献，小部份则是ODM贡献。
冀3年内ODM贡献增至50%
江邦建希望3年内将ODM贡献提高至50%。
“OEM合约由旧客户颁发，公司没有在这方面争取更多的合约。”
他表示，PCBA业务主要也是由旧客户——美国电子公司提供合约，但赚幅不比ODM高。
江邦建说，目前公司手握成品组装合约总值一亿令吉，可支撑未来6个月业绩，公司亦不停争取更多合约。
注重经营
名字其次
有关EG的命名，江邦建表示，过去由创办人所命名的已经不再重要，而现在名字则由投资者自己决定意义所在。
江邦建笑言：“名字可以是‘E’世代，也可以解读成电子时代。
相比名字，公司更注重业务经营。”
此外，他表示，在物联网商机下，发展空间甚大，摄像机的镜头就是其中一个公司物色中的产品。
“以汽车为例，普通汽车只安装4个镜头，但在自动驾驶（Driverless Car）前提下，汽车最少需要16个镜头，感应度才会更强，才能提高自动驾驶的功能。”
有关汇率的影响，江邦建说，公司营业额和原料成本以美元计价为主，形成了自然护盘，因此汇率波动不会造成太大影响。100%的成本，20%属于人力成本，该成本以马币计价，余下则为美元成本。
他表示，公司手握多种税务优惠，包括先进地位在内，每年缴税低于市场。
保留现金
暂不派息
询及派息，江邦建表示，自担任首席执行员以来，有意派息回馈股东。不过，现阶段公司需要保留现金发展业务，公司营运更为稳定时，再落实派息计划。
“虽然我不认识所有股东，但股东投资公司，说明了他们对公司的信任，我希望3年内可以达到派息的目标。”
产能有望走高至85%
产能方面，江邦建说，旧工厂产能全面投运，第二间工厂使用率为50%。
“部份厂区仍在规划中，待海外客户审核后将会投运，产能将走高至85%左右。”
江邦建认为，海外客户合约虽未颁发，但客户有意到工厂进行审核工作，合约到手只是迟早的事。
拟设第三间工厂
“除了上述两间工厂，公司亦有打算设立第三间工厂，惟现在没有太多实质计划，不方面透露。”
有关员工方面，江邦建说，公司目前是2班制，60%为当地人，40%为外劳，未来的目标是将外劳比率降至30%。
EG工业早前表示，准备将泰国业务在当地分拆上市，募集更多的资金。
江邦建表示，泰国上市计划遇上障碍，不过公司仍在努力争取。
“泰国监管当局忧虑，若在泰马双边上市，将对泰国业务不公平，因此当局迟迟不放行上市计划。”
他说，当局担心公司接获大宗合约，会优先交给大马工厂执行，而忽略了泰国股东的利益。
“我们必须让泰国当局理解，两地的业务注重不同类型的客户，不会造成不公平的局面。”
文章来源：
星洲日报‧投资致富‧企业故事‧文：谢汪潮‧2017.04.09 |
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发表于 14-6-2017 04:47 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
31 Mar 2017 |
| | INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31 Mar 2017 | 31 Mar 2016 | 31 Mar 2017 | 31 Mar 2016 | $$'000 | $$'000 | $$'000 | $$'000 |
| 1 | Revenue | 253,138 | 152,471 | 747,545 | 552,326 | | 2 | Profit/(loss) before tax | 5,972 | 4,494 | 21,728 | 15,548 | | 3 | Profit/(loss) for the period | 5,277 | 4,194 | 20,028 | 14,548 | | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 5,277 | 4,194 | 20,028 | 14,549 | | 5 | Basic earnings/(loss) per share (Subunit) | 2.50 | 2.84 | 9.48 | 9.84 | | 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 ($$) | 1.2700 | 1.1100
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发表于 21-6-2017 01:46 AM
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EG工业：升级机器每年可带来1亿额外销售
Anette Appaduray/theedgemarkets.com
June 15, 2017 20:32 pm MYT
（吉隆坡15日讯）EG工业（EG Industries Bhd）拟发行附加股为拓展业务筹资多达6390令吉令吉的献议，已获得股东的批准，并指升级机器和设备料可为集团每年带来约1亿令吉的额外销售额。
EG工业今日发布一则文告报备，已在今日召开的股东特别大会上获得股东的首肯，该集团将以4配1比例发行附加股，每股参阅发行价为95仙。
同时，这家电子制造服务公司拟以1配1比例派送红股（每认购1股附加股获赠1股红股）的建议也获准放行。
EG工业集团总执行长江邦健表示：“我们看到，全球电子制造服务（EMS）客户的需求强劲，我们也藉此机会，通过这项企业活动筹措资金来拓展业务。我们目前的产量接近最大产能，而EMS的需求不断增长，也表明我们需增添额外设备和机器。”
“事实上，我们预计，升级机器和设备将为集团每年带来近1亿令吉的额外销售额。这些活动也更能反映我们的业务规模，我们一直寻求为股东提高价值，并追求更高的增长。”
EG工业计划将发行附加股所筹得的1500万令吉用来购买新设备与机器，供EMS业务之用，而其中1000万令吉则用以购买整机装配新合约的原料，该集团在截至2016年6月30日止的财政年（2016财年）标得这些新合约。
“截至2017年4月26日止，EG工业已标得整机装配新订单，每年的参阅总值达1亿5000万令吉。”
此外，该集团也将拨出1000万令吉摊还贷款，其中2360万令吉的资金将拨予EMS业务用来购买新资产，其余530万令吉则用来扩充研究与开发设备。
完成附加股和红股派发活动后，EG工业的股本将从截至2016年6月30日止的2亿1160万股，扩增至3亿8630万股。
（编译：倪嫣鴽） |
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发表于 27-7-2017 01:13 AM
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Type | Announcement | Subject | NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS)
FUND RAISING | Description | EG INDUSTRIES BERHAD (EGIB OR COMPANY)RIGHTS ISSUE;BONUS ISSUE; ANDAMENDMENTS(COLLECTIVELY, THE PROPOSALS) | Unless stated otherwise, the terms used herein shall carry the same meaning as those defined in the earlier announcements in relation to the above Proposals.
M&A Securities Sdn Bhd on behalf of the Board is pleased to announce that the Board has resolved to fix the issue price for the RCPS at RM0.95 per RCPS.
The issue price of the RCPS has been determined by the Board after taking into consideration, amongst others, the following: - the historical share price movement of EGIB Shares;
- the 5D-VWAMP of EGIB Shares up to and including 25 July 2017 of RM0.8435, being the market day immediately preceding the date of this announcement; and
- the theoretical ex-all price of EGIB Shares of RM0.7210, calculated based on the 5D-VWAMP up to and including 25 July 2017 of RM0.8435.
The issue price of the RCPS represents a premium of 12.63% and 31.76% to the 5D-VWAMP of EGIB Shares up to and including 25 July 2017 (being the market day immediately preceding the date of this announcement) of RM0.8435 and the theoretical ex-all price of EGIB Shares of RM0.7210, respectively.
Under the terms of the Proposals, an Entitled Shareholder who subscribes for 1 RCPS will be entitled to 1 Bonus Share at no cost. For illustrative purposes, on the assumption that the RCPS is converted into 1 Share, the effective issue price for each EGIB Share is RM0.475 which represents a discount of 34.12% from the above theoretical ex-all price.
This announcement is dated 26 July 2017. |
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