【IOICORP 交流专区】 IOI 老板一年前的致词

988fulot10

原帖由 988fulot10 于 30-10-2008 01:01 AM 发表
今天一早9：00AM,,你们会出什么价位。，，，买IOI CORP
  

布蘭特油期 65.730  起5.440  起 9.02%
WTI原油期 68.050  起5.320   起  8.48%

恭喜。恭喜，，今天有赚钱的股友，，

不过不要太贪心，，

9：00AM，2.31是谁放出的，，

傻人最有傻福

Notice of Shares Buy Back - Immediate Announcement

Reference No CU-081030-4505D

Company Name	:	IOI CORPORATION BERHAD
Stock Name	:	IOICORP
Date Announced	:	30/10/2008

Date of buy back	:	30/10/2008
Description of shares purchased	:	Ordinary shares of RM0.10 each
Total number of shares purchased (units)	:	4,000,000
Minimum price paid for each share purchased (RM)	:	2.470
Maximum price paid for each share purchased (RM)	:	2.780
Total consideration paid (RM)	:	10,348,124.00
Number of shares purchased retained in treasury (units)	:	4,000,000
Number of shares purchased which are proposed to be cancelled (units)	:
Cumulative net outstanding treasury shares as at to-date (units)	:	244,827,400

傻人最有傻福

Changes in Director's Interest Pursuant to Section 135 of the Companies Act. 1965

Reference No CU-081030-3A2DF

Company Name	:	IOI CORPORATION BERHAD
Stock Name	:	IOICORP
Date Announced	:	30/10/2008

Information Compiled By Bursa Malaysia

Particulars of Director

Name	:	Chan Fong Ann
Address	:	No.143 (1st Floor), Jalan Abdullah 84000 Muar, Johor Darul Takzim
Descriptions(Class & nominal value)	:	Ordinary shares of RM0.10 each

Details of changes

Type of transaction	Date of change	No of securities	Price Transacted (RM)
Acquired	23/10/2008	6,000
Acquired	24/10/2008	316,000
Acquired	28/10/2008	400,000

Circumstances by reason of which change has occurred	:	Purchase of shares by Annhow Holdings Sdn Bhd and Chen Lee Hoong from the open market
Nature of interest	:	Indirect
Consideration (if any)	:

Total no of securities after change
Direct (units)	:	6,400,625
Direct (%)	:	0.108
Indirect/deemed interest (units)	:	159,522,321
Indirect/deemed interest (%)	:	2.703
Date of notice	:	30/10/2008

-CLEMENT-

不知道今晚李董还有吃伟哥吗？

密码侦探

做摸吃VIAGRA?

-CLEMENT-

没有吃明天就不能一柱擎天了

-CLEMENT-

如果吃的够多的话明天可能还会一柱擎天

密码侦探

可以耐那么久吗?

傻人最有傻福

不是说了吗？？？今天有赚今天跑

傻人最有傻福

因该不能

-CLEMENT-

叫 傻人最有傻福打电话问李董能耐多久。。。。。

-CLEMENT-

我感觉他明天还能耐一下。。。不知道准不准

Genghiss

持久伤肾。今天李董在顶，以后都不举了。。

小巴菲

證實外匯虧損額少於市場預測　IOI集團股價反彈21%

2008年10月31日

報導 - 杜佩詩

（吉隆坡30日訊）之前因市場傳言面對巨額外匯虧損而造成股價暴跌的IOI集團（IOICORP，1961，主板種植股），在證實所面對的外匯虧損並不如市場預測的高後，週四股價大力反彈，全日漲幅達21.7%，以2.74令吉掛收。
分析員相信，其外匯虧損將會誌入09財政年的第一季業績，因此，對其盈利預測維持不變，惟分析員也相信，原棕油價格在未來會走緩，因此，下調該股目標價。
拉昔胡申研究分析員在週三與IOI集團管理層會面後，建議該集團坦承公佈其所面對的外匯交易虧損，以及截至目前尚未被確認的外匯虧損數目，以安撫投資者擔憂的情緒。
出乎意料的是，該集團週三晚便發表文告表示，09財政年首季面對約1億令吉的外匯虧損，以及截至9月30日，另一筆還未經確認約1億7700萬令吉的虧損，這筆虧損是價值46億令吉的外匯銷售和買賣合約的其中一筆數額。
未經確認的虧損或將進一步提高，主要是受到歐元兌美元走弱的衝擊影響。
若09財政年實際外匯虧損達1億令吉，那該集團的淨利將會減5.4%，而其合理價則會從3.70令吉，減至3.65令吉。舉例：假設該公司每季的虧損達1億令吉，那全年的實際虧損就是4億令吉，淨利也會相應減21.6%，合理價自然調低至2.55令吉。
不過，與市場傳言該售團面對接近2億美元，或7億2000萬令吉的外匯虧損，則存有很大的落差。
持46億外幣期貨合約
該集團在截至08年9月30日，持有的外幣期貨合約總值46億令吉。90%的期貨銷售合約為完成的下游產品，而10%則是衍生工具合約（interest rate derivative contract）。
該集團並沒有限制可能面對的外匯虧損數額，因這主要胥視當時的外匯市場走勢而定。
根據管理層表示，該集團由管理風險委員會決定合約，合作團隊來自行銷、金融和董事局會員等人物。
該集團總營業額中，有80%是以外幣入賬，約等於100億令吉。
分析員相信，該公司管理層將維持謹慎的態度和專注在其核心業務。
在預測原棕油平均價格走低，分析員將其08年、09年和10年的原棕油價格，分別調低至每公噸2850令吉、1800令吉和1800令吉水平。
基於實際的外匯虧損將會進一步反映在09財政年淨利，因此，分析員維持其合理淨利預測。
無論如何，拉昔胡申研究分析員將該公司盈利預測維持不變，並重申「跑輸大市」的投資建議。若重新給予原棕油價格預測，那目標價將會進一步被調低。

傻人最有傻福

不是说了...昨天赚...昨天跑路吗？ 今天.........要等李董吃了点心.......等下我再给你们知道

Mr.Business

新闻。

Friday October 31, 2008
Palm oil contract defaults to rise
By HANIM ADNAN

This will lead to deferment in shipments and re-negotiation of deals

PETALING JAYA: Contract defaults on palm oil are expected to rise further in the next three months due to the current sharply discounted crude palm oil (CPO) prices.

This will lead to a deferment in palm oil shipments and a re-negotiation of import deals, particularly with China and India.

Analysts said palm oil traders and importers are defaulting because they had bought at much higher prices.

Industry observers told StarBiz that heavy import defaults from India were visible from as early as June, followed by China over the past two months.

In August, China importers were reported to have defaulted on at least 40,000 tonnes of palm olein while India defaulted on about 100,000 to 120,000 tonnes of vegetable oils.



More recently, it is believed that importers have defaulted on some 300,000 to 400,000 tonnes of local palm oil estimated at almost RM1.2bil.

The benchmark January contract for CPO closed unchanged at RM1,560 per tonne yesterday, a long way off its March high of nearly RM4,500, a plunge of over 60%.

Some analysts are projecting that if crude oil falls to US$50 a barrel, CPO could go down to RM1,200 per tonne, leading to higher default rates.

In 1998, when CPO fell to RM600 per tonne, some 100,000 tonnes of local palm oil were defaulted by importers and traders.

A local plantations analyst said the rise in defaults was not surprising, as “no one would want to lose money.”

“Many of the contracts were done at over RM3,000 per tonne, but now CPO is at about RM1,500,” he said. “Who would want to lose RM1,500 to RM2,000 per contract?”

Interband Group palm oil trader Jim Teh concurred that contract defaults would rise.

“Many traders have to re-negotiate their earlier contracts, which were done when CPO was trading above RM3,000 per tonne,” Teh said. “Now with CPO trading below RM1,500, many need to re-book their requirements based on current prices and some can only take about 50% of their earlier consignments.”

Industry players suffer a double whammy when they hedged forward their sales receipts at a time when the ringgit was stronger against the US dollar.

Industry consultant M.R. Chandran said excessive world palm oil stocks and escalating fears over the global economic slowdown had resulted in poor demand, thus pushing CPO prices lower to trade at about RM1,500 per tonne currently.

“Top players like Cargill, Wilmar and IOI group will have no problems selling their palm oil as they can pass it to their own refineries,” Chandran said.

“Those badly affected will be the medium and small planters who (do not own refineries and) are heavily dependent on their brokers and traders.”

Chandran said local palm exports had also started to slow down, with cargo surveyors reporting declines of up to 8.5% during the Sept 1 to 15 period, while September stocks of palm oil, which stood at 1.8 million tonnes, were expected to rise to almost two million tonnes in October.

By January 2009, Chandra said “there will be massive world palm oil stocks of about five million tonnes, two million from Malaysia and three million from Indonesia.”

The output in 2008 from Indonesia, the world’s largest palm oil producer, is estimated at 20 million tonnes while Malaysia’s is about 17.8 million tonnes.

Collectively, Malaysia and Indonesia produce about 80% of the world’s palm oil.

According to the Statistics Department, palm oil and palm oil-based products are the second largest export revenue earner for Malaysia, with a total combined value of RM45.2bil for first eight months of the year, contributing 10% to total exports.

http://biz.thestar.com.my/news/s ... 361076&sec=business

结束=开始

跑輸大市是什么意思？

justleisure

例如 Composite Index up 10%
But this particular counter only went up by < 10%

u346018

就是如果你有票要快快卖，
没票不要买。

IOI跑輸大市？
是哪个仙家说的？

蚂蚁小弟

油棕价升的时候，不是每个业者都能够立刻以spot price卖出
而当这些业者终于可以用升了的价格卖出后，却来个default
违约

这个角度去看，蛮悲哀的