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【IOIPG 5249 交流专区】IOI产业

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发表于 6-1-2014 04:43 PM | 显示全部楼层
小股东大权利:速度取胜

财经周刊 投资观点 小股东大权力  2014-01-06 13:13
过了十分忙的附加股月,也就是12月,进入新的一年,由于1月尾是农历新年,感觉上1月大家忙着猜测花红和办年货,很快的会过去。

粗略计算,募资筹款的公司有10来间,而传统上持股不多,却拥有许多间公司股票的小股东,或多或少,都避不了把花红用到上个月的附加股去了。

这期间发生了一段小插曲:IOI集团(IOI)分拆的IOI产业(IOIPG),由于献售时间太短,被小股东投诉。

从发出招股书和申请表格的12月26日开始,申请在1月2日截止。

如果扣去假期和星期六星期日,小股东只剩5个工作天来办妥一切,呈交申请表格,的确是非常急迫。

以本地邮寄的速度,别说外坡,就算是吉隆坡内也未必收到,更不要说一来一回。

实不相瞒,我们身在吉隆坡,直至于1月2日还没收到IOI集团寄出来的招股书和申请表格。

还好,我们在之前已咨询好股票经纪,从交易所网站下载了表格,提早填好及买好汇票。

对于那些偏远地方又不擅/能上网查询的股东,等收邮件如同是放弃认购机会,十分无奈。

还好,经过报章报导,公开投诉之后,IOI集团从善如流,把截止日期延后至1月6日,不过上市日期保持不变,即1月15日。

应善用科技传达资讯

这个小插曲也带出了一个资讯:原来依据证券监督委员会和马交所公布的IPO批准程序,新股上市的公司发行招股书后,可在最少11个交易日上市马股,IOI产业的发出招股书公开申请,和预定上市日期相距13个交易日,时间表符合当局条规。

归根究底,这是个速度取胜的时代。

当科技可以缩短资讯的传送,拒绝科技的帮助,可能为股东带来一定程度的损失。

只是,我们必须反问的是,是否每个国民都已经准备好接受科技,或者有机会使用科技?

在这方面,交易所是否只是一味的缩短时间,或有去各州推广科技的使用率,普及化教育?

在一些科技不普及的地方,当局可有给予特别的援助?

当局也可以向邮政局做个调查,由吉隆坡寄出文件到偏远地区,最迟要多少天,这样当可算出外地的小股东收到信件的时间。

5天,是否太短(还是派邮者效率太差)?

万年船

[南洋网财经]
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发表于 9-1-2014 01:03 AM | 显示全部楼层
IOI集团接班人 长子掌IOI集团‧幼子管IOI产业

头条图片 财经新闻 财经  2014-01-09 07:59
(布城8日讯)IOI集团(IOICORP,1961,主板种植股)执行主席丹斯里李深静宣布,分别委任长子拿督李耀祖及幼子李耀昇,担任IOI集团与IOI产业总执行长,从即日起生效。

李深静仍然保留执行主席一职,并说:“我会继续密切关注他们的表现,为两家公司把关。

“假如他们的表现标青,我可能会在3至5年内,正式退休。”

李深静是在董事部成员陪同下,宣布上述交棒计划。

耀祖拟定全盘计划

新鲜出炉的IOI集团新掌舵人李耀祖,早于1996年出任执行董事一职,因此,他已经非常熟悉集团的三大核心业务运作,即油棕种植、资源型制造以及产业发展与投资。

虽是新官上任,但他早已拟定全盘计划,打算火力全开拓展种植业务与资源型制造业务版图。

李耀祖说:“此前,IOI集团的现金流,主要是供产业业务发展,随着我们把产业臂膀分拆上市,IOI集团的现金流将会更加充裕。

“这可让我们推动余下两大核心业务显著增长的同时,还可通过股息与股票回购,为股东提供高回酬。”

目前,IOI集团的税后营运现金流介于11亿至14亿令吉。

资本开销4.1亿

IOI集团在本财年,拨出4亿1000万令吉,作为种植业务(2亿3600万令吉)及资源型制造业务(1亿7400万令吉)的资本开销。

李耀祖表示,该公司将继续在大马、印尼与其他国家收购更多种植地库。

目前,该公司在我国与印尼共持23万公顷地库,其中,在我国的种植面积占16万3000公顷,印尼的种植面积则有1万3000公顷。

积极发展印尼

IOI集团持股31.3%的联号公司BumitamaAgri,则拥有11万5000公顷种植地段。

李耀祖披露,IOI集团将继续支持印尼的扩充计划,包括每年在1万3000至1万5000公顷的种植地段进行新种植活动。

“资源型制造业务方面,基于中国人对高档产品需求日益剧增,我们计划在中国厦门建设食品添加剂厂,预计可在明年第三季投产。”

IOI产业放眼30亿销售

预定于本月15日(周三)在马交所上市的IOI产业,放眼在2014与2015财年,取得25亿至30亿令吉销售额。

该公司还希望每年获得10亿令吉营运盈利。

需求很快回扬

尽管政府在2014年财政预算案宣布了一些房产降温措施,但李耀昇相信那些新措施只是为了遏制投机活动,并不影响购买该公司产业作为长期投资的投资者。

“我们相信购屋者只是需要一些时间去消化这些措施,一旦他们完全消化(新措施),产业需求将会逐渐回扬。”

展望未来,我国依然是该公司的主力发展市场,预计可作出60至70%营业额贡献,其余贡献则来自中国与新加坡。

目前,该公司拥有逾1万英亩地库,分布在大马(9944英亩)、新加坡(6英亩)与中国厦门(50英亩)。

未来3年,该公司在我国、新加坡与中国的产业项目发展总值(GDV),将分别达100亿令吉、30亿新元(约77亿令吉)及50亿人民币(约27亿令吉)。

首季赚1.1亿

IOI产业截至9月30日的首季,净利报1亿1245万2000令吉,或每股盈利3.47仙。

该公司向马交所报备,首季营业额报3亿2592万令吉。

基于IOI产业是在12月5日正式成立,并是首份季度报告,所以公司没有相关数据可作比较。

大马表现稳定

IOI产业目前有业务的大马、新加坡和中国市场,政府接续打房,估计会冲击公司今年表现。

公司预期,大马市场稳定;中国厦门首个发展计划竣工,可带动公司收入;而新加坡市场的高档产业市场遭打房措施冲击,所以在当地市场的表现将受影响。

摄影:房子康

[南洋网财经]

Date of change
08/01/2014
Name
Lee Yeow Seng
Age
35
Nationality
Malaysian
Type of change
Appointment
Designation
Chief Executive Officer
Qualifications
LLB (Honours) from King’s College London.
Working experience and occupation
Lee Yeow Seng was appointed to the Board as Executive Director of IOI Corporation Berhad on 3 June 2008 and subsequently re-designated to Non Independent Non Executive Director on 18 December 2013.

He has served at the London and Singapore offices of a leading international financial services group for approximately 3 years prior to joining IOI Group. Since joining the IOI Group, he is actively involved in corporate affairs and general management within IOI Group.

He was appointed to the Board of IOI Properties Group Berhad (“IOIPG”) on 25 February 2013 and he is now responsible for overseeing the operations of IOIPG Group.
Directorship of public companies (if any)
IOI Corporation Berhad Group
Family relationship with any director and/or major shareholder of the listed issuer
Mr Lee is the youngest son of Tan Sri Dato' Lee Shin Cheng and the brother of Dato' Lee Yeow Chor, both the major shareholders of the Company.
Any conflict of interests that he/she has with the listed issuer or its subsidiaries
No.
Details of any interest in the securities of the listed issuer or its subsidiaries
Shares held in IOI Corporation Berhad
Direct: 3,517,900 (0.055%)
Indirect: 2,892,199,480 (45.254%)

Shares held in IOIPG
Indirect: 3,195,523,549 (98.657%)

本帖最后由 icy97 于 9-1-2014 05:44 PM 编辑

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发表于 9-1-2014 03:27 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2013
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/09/2013
30/09/2012
30/09/2013
30/09/2012
$$'000
$$'000
$$'000
$$'000
1Revenue
325,920
0
325,920
0
2Profit/(loss) before tax
166,540
0
166,540
0
3Profit/(loss) for the period
112,878
0
112,878
0
4Profit/(loss) attributable to ordinary equity holders of the parent
112,452
0
112,452
0
5Basic earnings/(loss) per share (Subunit)
3.47
0.00
3.47
0.00
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 ($$)
3.2600
0.0000

Remarks :
(1) The Condensed Proforma Consolidated Statement of Profit or Loss are prepared based on the combined results of IOI Properties Group Berhad ("IOIPG") and its subsidiaries ("IOIPG Group") for the quarter ended 30 September 2013 assuming that IOIPG Group has existed on or before 1 July 2013. IOIPG completed its Internal Restructuring & Acquisition on 5 December 2013 further details are as set out under Note 7 of the interim report.
(2) No comparables figures are available for the preceeding period/year as this is the first interim financial report announced by the Company to Bursa Malaysia Securities Berhad ("Bursa") in compliance with the Main Market Listing Requirements of Bursa.

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发表于 9-1-2014 07:54 PM | 显示全部楼层
IOI產業超額認購40%

2014-01-09 17:08      
(吉隆坡9日訊)即將上市的IOI產業(IOIPG)獲超額認購40%,在10億7千萬股限制獻售股中,接獲的申請達14億9千萬股。

IOI集團(IOICORP,1961,主板種植組)和IOI產業發文告說,超額認購的股票將根據IOI產業招股書所載之方式配股。

IOI集團是以1令吉76仙獻售這批股票,相等於IOI產業上市的最後參考價2令吉51仙的30%折價。

在大馬住宅和商業領域的交易量可望在2015年前各達1千272億和1千651億令吉之下,IOI產業對大馬產業市場保持正面,也相信產業市場的短期表現可期,尤其是巴生河流域及柔佛的產業。

另一方面,IOI集團旗下產業分拆上市後,該公司將成為純綜合種植公司,並將持續擴張步伐。

豐隆研究說,除了繼續擴張國內外園地與油棕種植,集團在高檔下游產品看到美好前景,特種油脂區塊不但提供食品添加劑需求,也用作化裝與藥劑用途。

大眾研究說,該公司常年營運現金流達11億至14億令吉,現有淨負債比0.5倍,因此不會有任何資金問題,且將保持每股派息。

“基於產業約貢獻集團盈利30%至35%,產業分拆料使盈利減低,因此需調高派息率才能維持每股派息。”

安聯研究預測2014財政年至少維持每股派15.5仙的去年派息,或超越原有50%的派息率至70%,相等3.6%週息率。

安聯調低2014至2016財政年財測22.3%至23.3%。(星洲日報/財經)

Type
Announcement
Subject
OTHERS
Description
IOI PROPERTIES GROUP BERHAD (“IOIPG” or “COMPANY”)

(I)        Internal Reorganisation;
(ii)        Distribution;
(iii)        Restricted Offer for Sale; and
(Iv)        Listing

(collectively referred to as the “Proposals”)
Unless otherwise stated, all defined terms used herein shall have the same meaning as those defined in the Prospectus issued by IOIPG dated 26 December 2013 (“Prospectus”).

We refer to the announcements made on behalf of the Board of Directors of IOIPG (“Board”), by AmInvestment Bank Berhad and RHB Investment Bank Berhad (collectively referred to as the (“Joint Principal Advisers”) on 26 December 2013 and 31 December 2013.

On behalf of IOIPG, the Joint Principal Advisers wish to announce that as at the close of acceptance, excess application and payment for the Restricted Offer Shares at 5.00 p.m. on 6 January 2014 (“Closing Date”), IOIC had received valid acceptances and excess applications for a total of 1,488,611,057 Restricted Offer Shares. This represents a subscription level of 139.75% of the total number of Restricted Offer Shares available under the Restricted Offer for Sale.

Details of valid acceptances and excess applications received as at the Closing Date are as follows:
No. of
Restricted Offer Shares
% of total Restricted Offer Shares
Total valid acceptances
1,022,704,974
96.01
Total valid excess applications
465,906,083
43.74
Total valid acceptances and excess applications
1,488,611,057
139.75
Total Restricted Offer Shares available for acceptance and application
1,065,174,516
100.00
Based on the above, there are 42,469,542 excess Restricted Offer Shares which will be allotted in the priority set out in the Prospectus as follows:
i)        firstly, to minimise the incidence of odd lots;

ii)        secondly, for allocation to applicants who applied for Excess Restricted Offer Shares at the Restricted Offer Price, on a pro-rata basis calculated based on the entitlement as at the Entitlement Date; and

iii)        thirdly, for allocation to applicants who applied for Excess Restricted Offer Shares at the Restricted Offer Price, on a pro-rata basis calculated based on the quantum of excess Restricted Offer Shares applied for.

Nevertheless, the board of directors of IOIC and IOIPG reserve the right to allot any Excess Restricted Offer Shares applied for in such manner as they deem fit and expedient in the best interest of IOIPG subject always to such allocation being made on a fair and equitable basis, and that the intention of the board of directors of IOIC and IOIPG set out in the Prospectus are achieved. The board of directors of IOIC and IOIPG also reserve the right to accept any application for Excess Restricted Offer Shares, in full or in part, without assigning any reason.

This announcement is dated 9 January 2014.

本帖最后由 icy97 于 9-1-2014 10:07 PM 编辑

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发表于 13-1-2014 06:09 PM | 显示全部楼层
市值81亿‧目标价RM3.50 IOI产业值得买入

财经新闻 财经  2014-01-14 11:58
(吉隆坡13日讯)分析员认为,上市后市值将高达81亿令吉的IOI产业(IOI Properties),将以“一声巨响”之势重归马股,值得以3.50令吉“买入”。

兴业研究分析员表示,即将成为我国最大上市房地产发展商之一的IOI产业,是一个相当成功的城镇发展商。

“除了城镇发展的需求较为活跃,这个领域也比较不受监管单位近期打房措施的影响。”

IOI产业目前在巴生河流域与柔佛,拥有发展总值约260亿令吉的项目,相当于整体发展总值的一半。

母公司提供廉价地库

此外,该公司在海外也有发展计划,如新加坡和中国厦门。

其中,去年9月推介的厦门计划也录得全面被认购的好成绩,预期此盈利贡献可从2014财年开始流入。

IOI产业拥有的另一个竞争优势,是来自母公司———IOI集团(IOICORP,1961,主板种植股)的撑腰,尤其在地库来源方面。

“过去几年,IOI产业从IOI集团获得不少地库,借助于低廉土地成本,总赚幅高达56%至60%,相较于竞争对手的25%至30%。”

20亿资产将释放价值

在房地产投资方面,IOI产业所掌控超过20亿令吉的资产,也被分析员看好会有进一步释放价值的潜能,预期在3至5年内。

“我们预期IOI产业2014至2015财年盈利,可交出13%至15%的年增长率,支撑因素来自价值12亿令吉的未入账销售,以及未来3年总值200亿令吉的发展计划。”

鉴于上市后将拥有81亿令吉的庞大市值,分析员指IOI产业具备了落入投资者“雷达”的资格,因此,在首次追踪该股的评估下,给予该股“买入”
评级以及3.50令吉的目标价。

IOI产业介绍
●上市板别:主板
●缴足股本:32亿8768万6150股
●限售价:2.51令吉
●市值(根据每股2.51令吉):81亿令吉

IOI产业上市重要日期
●限制认购日期:2013年12月26日
●限制认购截止日期:2014年1月2日
●抽签日期:无(无发售新股)
●配股日期:无(无发售新股)
●预计挂牌日期:2014年1月15日



[南洋网财经] 本帖最后由 icy97 于 14-1-2014 05:00 PM 编辑

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发表于 14-1-2014 02:28 AM | 显示全部楼层
IOI PROPERTIES GROUP BERHAD

Date of listing
15/01/2014
Enlarged issued and paid up share capital in the following
Units
3,239,014,726
Currency
MYR 3,239,014,726.000
Par Value ($$)
MYR 1.000
Stock code
5249
Stock name
IOIPG
ISIN code
MYL5249OO007
Board
Main Market
Sector
PROPERTIES

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 楼主| 发表于 14-1-2014 11:51 PM | 显示全部楼层
明天上市咯。。。。
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发表于 15-1-2014 08:01 PM | 显示全部楼层
首日上市溢價64仙‧IOI產業市值一度115億

2014-01-15 17:27      
(吉隆坡15日訊)IOI產業(IOIPG,5249,主板產業組)首日上市股價表現氣勢如虹,首宗交易即溢價70仙或27.88%至3令吉21仙,最高曾來到3令吉56仙,以市值115億令吉之姿,一度成為市值最大的產業發展公司。

溢價吸引套利

IOI產業從母公司IOI集團(IOICORP,1961,主板種植組)分拆出來,股價開市後即迅速躍升,一度最高漲1令吉5仙至3令吉56仙,但溢價吸引投資者套利,股價又迅速回落至最低3令吉零1仙,走勢在該水平持穩,閉市時報3令吉15仙,漲64仙或25.5%,成為第二大市值產業發展公司。

IOI集團執行主席丹斯里李深靜在首日上市儀式上向媒體表示,該產業公司的市值是否最大並不重要,重要的是該公司未來的成長與持續性發展。

他表示對股價亮眼表現並不感到意外,因該公司確實擁有這價值,並在早前已預期價格能上揚至該區間,惟股價不會在今日不斷攀升,卻會在長期中繼續走揚。

放眼成國際產業發展商

他也披露,未來將進行更多長期的產業投資計劃並擴充海外業務,放眼成為國際產業發展商。IOI產業目前在國內、新加坡與中國都有重大的產業發展計劃,包括布城的IOI Resort City、新加坡的South Beach發展計劃及中國廈門的IOI Palm City,發展總值預計共達107億令吉。

當詢及該公司是否會有派息政策,他僅透露只要該公司能夠賺取更多的盈利,就有能力派發更多的股息。

另外,李深靜也表示看好價格隨後會進一步上揚,因棕油需求轉旺,同時雨季增加收割難度使庫存某程度減少。

房市挑戰年

至於產業領域前景,IOI產業首席執行員李耀昇表示,受政府的數項打房措施影響,今年將是國內產業市場非常挑戰的一年。

“然而,我們仍然正面看待公司前景,因我們已經將業務多元化至不同國家與不同的市場區塊,業務範圍包括大馬、新加坡與中國。”

“除了大馬市場,我們經常尋找新的投資機會,但眼下未有確實的計劃。”(星洲日報/財經)
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ADVERTISEMENT

发表于 16-1-2014 12:29 AM | 显示全部楼层
IOI PROPERTIES GROUP BERHAD

Particulars of substantial Securities Holder
Name
IOI Corporation Berhad
Address
Two IOI Square, IOI Resort
62502 Putrajaya, Malaysia
NRIC/Passport No/Company No.
9027-W
Nationality/Country of incorporation
Malaysia
Descriptions (Class & nominal value)
Ordinary Shares of RM1.00 each
Date of cessation
13/01/2014
Name & address of registered holder
IOI Corporation Berhad ("IOIC")
Two IOI Square, IOI Resort
62502 Putrajaya, Malaysia
Currency
Malaysian Ringgit (MYR)
Number of securities disposed
3,195,523,549
Price Transacted ($$)

Circumstances by reason of which a person ceases to be a substantial securities Holder
Shares transferred pursuant to the following:-
(i) Distribution of 2,130,349,033 ordinary shares of RM1.00 each in IOIPG (“IOIPG Shares”) held by IOIC to shareholders of IOIC by way of distribution-in-specie on a basis of one (1) IOIPG Share for every three (3) existing ordinary shares of RM0.10 each held in IOIC (“IOIC Shares”); and
(ii) Non-renounceable restricted offer for sale of 1,065,174,516 IOIPG Shares (“Restricted Offer Shares”) to the shareholders of IOIC on a basis of one (1) Restricted Offer Share for every six (6) existing IOIC Shares in conjunction with the listing of IOIPG on the Main Market of Bursa Malaysia Securities Berhad.
Nature of interest
Direct
Date of notice
13/01/2014

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发表于 16-1-2014 01:14 PM | 显示全部楼层
再接再力的跌吧!!!!! RM2.5 等你.....
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发表于 16-1-2014 04:46 PM | 显示全部楼层
这支。。。厉害下。。。没想到这么快就加入KLCI的行列去。。。
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发表于 16-1-2014 06:05 PM | 显示全部楼层
首日挂牌飙64仙 市值破100亿 IOI产业成业界龙头

财经新闻 财经  2014-01-16 08:07
(吉隆坡15日讯)IOI产业(IOIPG,5249,主板产业股)今日重新上市大马交易所,表现抢眼,股价飙升的同时,市值更突破100亿,跃升成为马交所市值最大的产业股。

IOI产业曾于2009年被私有化,也是马交所今年首宗新上市计划。

IOI产业早盘首宗交易就以3.21令吉报开,较2.51令吉的限售价,高出70仙或27.88%,成交量为671万5000股。

随后的走势更是强劲,一度飙升1.05令吉,至3.56令吉的全日最高价位。

随后,开始出现套利,股价回落,闭市时报3.15令吉,首日溢价64仙,或25.49%,成交量达6611万9600股,是全场第五大热门股。

以3.15令吉的闭市价计算,IOI产业市值达102亿290万令吉,并晋身马股市值最大的产业股,超越原本的龙头UEM阳光(UEMS,5148,主板产业股)。



UEM阳光屈居第2

UEM阳光今日闭市时,股价下跌5仙,或2.18%,至2.24令吉,市值下滑至101亿6386万令吉,因而失去最大产业股的宝座。

针对IOI产业成为马股市值最大发展商,IOI产业执行主席丹斯里李深静受询时表示,市值排名并不重要,重要的是公司能持续增长。

李耀昇:政府频打房 房地产今年考验大

IOI产业总执行长李耀昇在上市敲锣仪式后的记者会上表示,今年会是产业领域具挑战的一年。

“政府祭出多项打房措施,今年会充满挑战。不过,我们的产业项目遍布多个地区,目标市场多元化,因此我们仍乐观看待业务前景。”

提及分析员指IOI产业因拥有低成本的土地,产业赚幅高达60%,李耀昇表示,那是集团过去5至10年的赚幅。

“市场对我们有很高期望,因此公司必须努力维持稳定的赚幅。”

IOI产业目前拥有逾1万英亩地库,分布在大马(9944英亩)、新加坡(6英亩)与中国厦门(50英亩)。

未来3年,IOI产业在大马、新加坡与中国的产业项目发展总值(GDV),将分别达100亿令吉、30亿新元(约77亿令吉)及50亿人民币(约27亿令吉)。

出席IOI产业上市敲锣仪式的还包括李深静夫人潘斯里孔美群、董事陈敬雄博士、拿督陈金龙和李晓静。



李深静:需求涨 棕油价上看2800

李深静预计原棕油价在首季或可达每公吨2800令吉。

“随着需求上涨,加上雨季到来,库存会减少,首季原棕油价可能达每公吨2800令吉。”

他受询时说,原棕油价每变动100令吉,IOI集团(IOICORP,1961,主板种植股)的净利也随之变动1000万令吉。



分析员唱好前景 评级上修在望

IOI产业重新上市马交所,也获分析员唱好,纷纷给予“买入”和“超越大市”评级。

丰隆投行研究分析员表示,IOI产业是大马规模最大、历史悠久的发展商之一。

产业价格受打房影响,因此IOI产业未来有更多上调评级空间。

“我们喜欢IOI产业强劲的销售记录(2013财年销售达17亿令吉)和赚幅。受惠于地点优越的地库增值,赚幅达57至61%。”

分析员认为,全新的IOI产业已今非昔比。

这次分拆上市,IOI集团在IOI产业注入所有发展土地(6919英亩),其中3933英亩的土地将用作未来3年的发展。

“公司净资本负债比率低,少过5%,在产业领域周期放缓时仍可保持韧性。”

投资业务或以产托上市

另外,IOI产业强劲的资产负债表,为公司未来分拆产业业务,提供强劲基础。

分析员表示,公司会增加产业投资,以获更多重复性收入,预计在未来2年耗资25亿令吉资本开销。

他们因而相信,IOI产业未来可能探讨脱售投资产业,或分拆并以产托方式上市。

强劲的产业销售、项目执行快速、中国项目带来的进账和投资产业增长带动下,达证券分析员预测,IOI产业2014、2015和2016财年净利有望增长24%、36%和31%。

“2016财年的净租用面积预计增至550万平方尺,2014至2016财年整体租用率预计达64至74%。平均每三年调涨租金10%。”[南洋网财经] 本帖最后由 icy97 于 16-1-2014 06:07 PM 编辑

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发表于 16-1-2014 07:58 PM | 显示全部楼层
一度跌至RM2.88 IOI房產交投熱絡

財經股市16 Jan 2014 17:22
(吉隆坡16日訊)剛于昨日上市馬股的國內首炮首發股IOI房產(IOIPG,5249,主要板房產)無法延續漲勢,早盤因投資者套利重挫27仙或9%至2.88令吉,為十大熱門和十大下跌股之一。

IOI房產首日交易漲勢如虹,閉市漲64仙,收在3.15令吉;但該股今早開市出師不利,先微跌5仙至3.10令吉,隨后跌勢加重,早盤一度跌27仙或9%,成十大下跌股榜前三甲。

IOI房產走勢雖欠佳,但交易熱度不減,在開市短短2分鐘內,交易量即衝上百萬;該股休市掛2.91令吉,重挫24仙,半日交投為2411萬9300股,為十大熱門股之一。

截至下午4時半,IOI房產報2.98令吉,下滑17仙,交投量3724萬4600股。

目前在我國、新加坡和香港擁有主要發展項目的IOI房產,計劃提高投資,包括在國內外發展項目,放眼成為跨國企業。

儘管房產領域受各項打房措施挑戰,但IOI房產正面看待前景,因該公司地理位置和房產類別多元組合;並分別在2014、2015和2016財年,設下達到25億至30億令吉銷售額目標。[中国报财经]
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发表于 22-1-2014 02:36 AM | 显示全部楼层
Notice of Interest Sub. S-hldr (29A)
IOI PROPERTIES GROUP BERHAD

Particulars of Substantial Securities Holder
Name
Employees Provident Fund Board
Address
Tingkat 19, Bangunan KWSP
Jalan Raja Laut, 50350 Kuala Lumpur
NRIC/Passport No/Company No.
EPF ACT 1991
Nationality/Country of incorporation
Malaysia
Descriptions (Class & nominal value)
Ordinary shares of RM1.00 each
Name & address of registered holder
Citigroup Nominees (Tempatan) Sdn Bhd
Employees Provident Fund Board
Level 42, Menara Citibank, 165 Jalan Ampang,
50450 Kuala Lumpur
(Acceptance of 181,974,259 distribution-in-specie and 90,986,729 restricted offer shares on 13 January 2014; and purchase of 2,545,400 shares on 15 January 2014. Following the acceptance and purchase, currently held 275,506,388 shares.)

Citigroup Nominees (Tempatan) Sdn Bhd
Employees Provident Fund Board (HDBS)
(Acceptance of 2,562,000 distribution-in-specie and 1,281,000 restricted offer shares on 13 January 2014. Following the acceptance, currently held 3,843,000 shares.)

Citigroup Nominees (Tempatan) Sdn Bhd
Employees Provident Fund Board (RHB INV)
(Acceptance of 400,000 distribution-in-specie and 200,000 restricted offer shares on 13 January 2014. Following the acceptance, currently held 600,000 shares.)

Citigroup Nominees (Tempatan) Sdn Bhd
Employees Provident Fund Board (AM INV)
(Acceptance of 1,681,395 distribution-in-specie and 840,697 restricted offer shares on 13 January 2014. Following the acceptance, currently held 2,522,092 shares.)

Citigroup Nominees (Tempatan) Sdn Bhd
Employees Providend Fund Board (MAYBAN)
(Acceptance of 600,000 distribution-in-specie and 300,000 restricted offer shares on 13 January 2014. Following the acceptance, currently held 900,000 shares.)

Citigroup Nominees (Tempatan) Sdn Bhd
Employees Provident Fund Board (KAF FM)
(Acceptance of 666,666 distribution-in-specie and 333,333 restricted offer shares on 13 January 2014. Following the acceptance, currently held 999,999 shares.)

Citigroup Nominees (Tempatan) Sdn Bhd
Employees Provident Fund Board (NOMURA)
(Acceptance of 6,015,500 distribution-in-specie and 3,007,750 restricted offer shares on 13 January 2014; and disposal of 3,000,000 shares on 15 January 2014. Following the acceptance and disposal, currently held 6,023,250 shares.)

Citigroup Nominees (Tempatan) Sdn Bhd
Employees Provident Fund Board (CIMB PRI)
(Acceptance of 475,914 distribution-in-specie and 237,957 restricted offer shares on 13 January 2014; and purchase of 3,936,500 shares on 15 January 2014. Following the acceptance and purchase, currently held 4,650,371 shares.)

Citigroup Nominees (Tempatan) Sdn Bhd
Employees Provident Fund Board (ARIM)
(Acceptance of 350,000 distribution-in-specie and 175,000 restricted offer shares on 13 January 2014. Following the acceptance, currently held 525,000 shares.)
Date interest acquired & no of securities acquired
Currency
Malaysian Ringgit (MYR)
Date interest acquired
13/01/2014
No of securities
295,570,100
Circumstances by reason of which Securities Holder has interest
(i) Acceptance of distribution-in-specie and restricted offer shares on 13 January 2014; and

(ii) Purchase and disposal of equity managed by Portfolio Manager on 15 January 2014.
Nature of interest
Direct
Price Transacted ($$)

Total no of securities after change
Direct (units)
295,570,100
Direct (%)
9.125
Indirect/deemed interest (units)

Indirect/deemed interest (%)
Date of notice
16/01/2014

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发表于 22-1-2014 04:02 AM | 显示全部楼层
冀未來3年貢獻30%收入 IOI房產看好海外業務

企業財經21 Jan 2014 21:45
(吉隆坡21日訊)今天正式成為30大綜指成份股之一的IOI房產(IOIPG,5249,主要板房產)計劃透過海外收入和投資房產業,擴大收入來源。

IOI房產執行主席丹斯里李深靜幼兒李耀昇回應“彭博社”提問指出,旗下新加坡和中國首個項目料在本財年開始貢獻,放眼未來3年貢獻約30%收入。

“我們計劃在2018年前建立一個更廣泛的投資業務,從目前的265萬平方尺增加至505萬平方尺;以確保能提供更穩定的收入來源;城鎮發展依然是公司主要收入來源。”

根據上市招股書,IOI房產截至目前擁有約1萬英畝未發展土地,國內旗下房產項目料可在未來3年貢獻約100億令吉銷售、新加坡為29億新元(約75.6億令吉)、中國為67億元(約37億令吉)。

李耀昇說,公司謹慎看待政府落實的房產政策,認為旗下房產業務可續穩固成長。

IOI房產今日交投火熱,全日成交量有1254萬7900股,閉市收在2.99令吉,微揚1仙或0.34%。

另一方面,IOI房產今日向馬證交所報備,李深靜、李耀昇及李耀祖三父子分別在上個月15日、16日和20日于公開市場購入IOI房產股票,間接權益增持至47.56%。[中国报财经]

Type
Announcement
Subject
DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS)
DEALINGS OUTSIDE CLOSED PERIOD
Description
IOI PROPERTIES GROUP BERHAD
NOTIFICATION UNDER CHAPTER 14 OF THE MAIN MARKET LISTING REQUIREMENTS OF BURSA MALAYSIA SECURITIES BERHAD ON DEALINGS IN SECURITIES
We wish to announce that the following Directors have given notices of their dealing in the securities of IOI Properties Group Berhad through Vertical Capacity Sdn Bhd pursuant to Paragraph 14.09 (a) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad:-  
Name of Director

Nature of Interest

Date Transacted

Opening Balance

No of Shares Acquired / (Disposed of)

% of Issued Shares
Capital

Consideration
(per share) #

Closing Balance

% Shares Held After Transacted

Tan Sri Dato' Lee Shin Cheng

Direct

Indirect *


-

15-1-2014



15-1-2014



15-1-2014



16-1-2014



16-1-2014



20-1-2014

33,904,100

1,525,204,382



1,529,569,682



1,532,683,182



1,534,210,682



1,535,181,282



1,539,681,282

-

4,365,300



3,113,500



1,527,500



970,600



4,500,000



2,000,000

-



0.135%



0.096%


0.047%



0.030%



0.139%



0.062%

-



RM3.1184

RM3.1143



RM3.0496



RM3.00



RM2.9982



RM2.9975

33,904,100



1,529,569,682



1,532,683,182



1,534,210,682



1,535,181,282


1,539,681,282



1,541,681,282

1.047%

47,223%



47.319%

47.367%

47.397%

47.535%

47.597%

Dato’ Lee Yeow Chor

Direct
Indirect**



-
15-1-2014



15-1-2014



15-1-2014



16-1-2014



16-1-2014



20-1-2014

4,180,000

1,474,640,657

1,479,005,957

1,482,119,457

1,483,646,957

1,484,617,557

1,489,117,557

-

4,365,300



3,113,500



1,527,500



970,600



4,500,000

2,000,000

-



0.135%



0.096%

0.047%



0.030%

0.139%

0.062%

-


RM3.1184

RM3.1143



RM3.0496



RM3.00



RM2.9982



RM2.9975

4,180,000

1,479,005,957

1,482,119,457

1,483,646,957

1,484,617,557

1,489,117,557

1,491,117,557
0.13%

45,662%

45.758%

45.806%

45.835%

45.974%

46.036%

Lee Yeow Seng

Direct

Indirect***




-

15-1-2014



15-1-2014



15-1-2014



16-1-2014



16-1-2014

20-1-2014

1,794,600



1,474,592,157



1,478,957,457



1,482,070,957



1,483,598,457



1,484,569,057



1,489,069,057

-

4,365,300



3,113,500



1,527,500



970,600



4,500,000

2,000,000

-



0.135%



0.096%


0.047%



0.030%

0.139%

0.062%

-


RM3.1184

RM3.1143


RM3.0496


RM3.00


RM2.9982


RM2.9975

1,794,600



1,478,957,457



1,482,070,957



1,483,598,457



1,484,569,057



1,489,069,057



1,491,069,057

0.055%



45.661%



45.757%



45.804%



45.834%



45.973%



46.035%

Notes:
* Deemed interested by virtue of his interests in Progressive Holdings Sdn. Bhd., which in turn holds 100% equity interest in Vertical Capacity Sdn. Bhd. and shares held by his sons, Dato' Lee Yeow Chor and Lee Yeow Seng under Section 6A of the Companies Act, 1965 (the "Act") and also interest in shares of daughters, Lee Yoke Ling, Lee Yoke Har, Lee Yoke Hean and Lee Yoke Hui under Section 134(12)(c) of the Act as well as his interest under Summervest Sdn Bhd.
** Deemed interested by virtue of his interests in Progressive Holdings Sdn. Bhd., which in turn holds 100% equity interest in Vertical Capacity Sdn. Bhd. and also interest in share of his spouse, Datin Wong Su-Ching under Section 134(12)(c) of the Companies Act, 1965.
*** Deemed interested by virtue of his interests in Progressive Holdings Sdn. Bhd., which in turn holds 100% equity interest in Vertical Capacity Sdn. Bhd.
This announcement is dated 21 January 2014.



透过外国业务及投资组合 IOI产业扩大收入来源

财经新闻 财经  2014-01-22 08:37
(吉隆坡21日讯)今日加入富时隆综指的IOI产业(IOIPG,5249,主板产业股)表示,将透过外国收入以及产业投资业务(Investment Properties),来扩大收入来源。

IOI产业新任总执行长李耀昇表示,公司在新加坡和中国首个项目的贡献,将在本财年显现,预计在未来3年占整体营业额的30%。

李耀昇是在回应彭博社询问时,作出以上披露。

他表示,该集团正积极扩大投资控股业务组合,以提供更稳健的持续收入来源,大马的城镇发展仍是主要收入来源。

IOI产业在上周成功分拆上市,IOI集团(IOICORP,1961,主板种植股)执行主席丹斯里李深静宣布,分别委任长子拿督李耀祖及幼子李耀昇,担任IOI集团与IOI产业总执行长。

目前,IOI产业旗下投资产业组合可租用面积达265万平方尺,并计划在2018年之前,再扩大505万平方尺。

目前,IOI产业持有1万英亩未发展地库。

展望谨慎乐观

未来3年,位于大马的项目料带来100亿令吉的营收、新加坡为29亿新元(约75亿)以及中国为67亿人民币(约36亿令吉)。

尽管政府推出打房措施,加上潜在成本扬升的课题,李耀昇表示,该公司持续抱着“谨慎乐观”看法。

“我们认为产业市场将保持韧性,尤其在大众市场,而我们在这方面有一定的知名度。”[南洋网财经] 本帖最后由 icy97 于 22-1-2014 02:25 PM 编辑

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发表于 5-2-2014 10:59 PM | 显示全部楼层
IOI產業一度挫2.7%

2014-02-06 11:29      
(吉隆坡5日訊)馬股成功止跌回揚,但IOI產業(IOIPG,5249,主板產業組)卻未沾喜氣,反而逆市走跌,盤中一度挫2.7%至2令吉53仙,創下今年1月15日上市以來最低水平。

該股週三開盤起2仙至2令吉62仙,但隨後股價便在洶湧賣壓侵犯下節節敗退,最低見2令吉53仙,挫7仙或2.69%,最後收報2令吉55仙,挫5仙。

其實,IOI產業除首日上市高開64仙或25.5%至3令吉15仙外,股價表現猶如溜滑梯般每況愈下,週三閉市價僅比首次公開售股(IPO)參考價2令吉51仙高出4仙,距離歷史最高的3令吉56仙更是倒退28.37%。

艾芬銀行表示,雖然IOI產業以專注有地產業的城鎮發展商廣為人知,但其現有重大計劃卻顯著背離核心重點。

“IOI產業希望重塑為專注城鎮、公寓、獨立綜合發展計劃的全方位發展商,而有地產業現僅佔新工程發展總值(GDV)的18%,而高樓和綜合發展計劃(本地和海外)則佔82%,因此盈利賺益和盈利風險組合未來可能持續惡化。”

該證券行說,I O I產業的弱點在於股本回酬、高曝險於中國和新加坡市場,以及潛在賺益萎縮和缺乏股息政策,因此給予其“減持”評級,目標價為2令吉50仙。(星洲日報/財經) 本帖最后由 icy97 于 6-2-2014 08:10 PM 编辑

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发表于 26-2-2014 06:05 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2013
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/12/2013
31/12/2012
31/12/2013
31/12/2012
$$'000
$$'000
$$'000
$$'000
1Revenue
395,202
0
675,811
0
2Profit/(loss) before tax
376,951
0
539,953
0
3Profit/(loss) for the period
307,929
0
419,604
0
4Profit/(loss) attributable to ordinary equity holders of the parent
300,174
0
411,234
0
5Basic earnings/(loss) per share (Subunit)
9.27
0.00
12.70
0.00
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 ($$)
3.3700
0.0000

Remarks :
No comparative figures are available for the preceeding period/year as this is the second interim financial report announced by the Company to Bursa Malaysia Securities Berhad ("Bursa Malaysia") in compliance with the Main Market Listing Requirements of Bursa Malaysia.

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发表于 27-2-2014 03:24 PM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
IOI Properties Group Berhad ("IOIPG" or the "Company")
Listing of IOIPG on the Main Market of Bursa Malaysia Securities Berhad (“Listing”)
- Status of Compliance of the Securities Commission’s Conditions
Reference is made to the Securities Commission (“SC”)’s approval letter dated 21 August 2013 in regards to the Listing of IOIPG containing certain conditions in relation to the properties of IOIPG and its subsidiaries (“SC Conditions”), which, among others, includes IOIPG making quarterly announcements on the status of compliance of the SC Conditions imposed.

The details of the status of compliance of the SC Conditions imposed are set out in the Appendix attached.

This announcement is dated 26 February 2014.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1548813
Attachments

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发表于 21-3-2014 12:35 AM | 显示全部楼层
房市降温忧虑消退 IOI产业盈利前景佳

财经新闻 财经  2014-03-20 12:41
(吉隆坡19日讯)房市降温措施所引起的市场担忧情绪逐渐消退,券商预期买气将在次季回笼,主攻大众房屋市场的IOI产业(IOIPG,5249,主板产业股)前景获看好。

兴业研究相信产业购兴将从第二季开始逐渐升温,有助于带动房地产领域交投活动,发展主力聚焦在城镇计划的IOI产业将受惠。

此外,IOI产业即将在5月加入回教股行列,这也让券商对其发展走势相当关注。

料销售11亿

IOI产业于2014财年上半年的销售达11亿令吉。

达证券认为,此销售数字略低于该机构的预测,相信IOI产业在下半年,陆续推介发展总值超过30亿令吉的房地产后,销量步伐将加快,有望达到该机构的全年销售预期26亿令吉。

该公司次季营业额增加,但同期净利却按年滑落8%,主要因为成本扬升、与联营合作盈利共享份额减少,及税务增加,使得净赚幅由首季的39.6%,滑落至25.9%。

“随着发展计划延迟推介,我们将IOI产业2014至2016财年的净利预测下调9%至12%。”

68%发展聚焦大众市场

达证券早前预计IOI产业2014、2015及2016财年的销售可达270亿、310亿及350亿令吉,调整后的预测值为260亿、300亿及340亿令吉。

尽管大马、新加坡以及中国纷纷公布多项打房措施,但该机构认为相关措施并不会影响IOI产业的大马销售,因该公司有68%的房产发展聚焦在需求旺盛的大众市场。

“该公司位于厦门的两项发展计划,位于策略性低点,随着该地区人口增加,相信可录得销售佳绩,至于新加坡房产销售,在去年末季增长放缓,但相信今年起将恢复增长动力。”



【南洋网财经】
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发表于 18-4-2014 04:33 AM | 显示全部楼层
OI PROPERTIES GROUP BERHAD

Type
Announcement
Subject
OTHERS
Description
IOI Properties Group Berhad ("IOIPG" or the "Company")
Acquisition of Subsidiary
The Board of Directors of IOIPG is pleased to announce that the Company had on 17 April 2014 acquired 2 ordinary shares of RM1.00 each, representing 100% of the total issued and paid-up share capital in IOI Properties Empire Sdn Bhd (“IOI Properties Empire”) from Mr Lee Yeow Seng (“Mr Lee”) and Mr Teah Chin Guan @ Teh Chin Guan for a total cash consideration of Ringgit Malaysia Two (RM2.00) only (the “Acquisition”). Following the Acquisition, IOI Properties Empire has become a wholly-owned subsidiary of IOIPG.   

IOI Properties Empire was incorporated on 15 April 2014 as a private limited company under the Companies Act, 1965 and is currently dormant.

Vertical Capacity Sdn Bhd (“VCSB”) is a Major Shareholder of IOIPG. Progressive Holdings Sdn Bhd (“PHSB”), which holds 100% equity interest in VCSB, is a company connected to Tan Sri Dato’ Lee Shin Cheng (“Tan Sri Lee”).

Tan Sri Lee, Dato' Lee Yeow Chor ("Dato' Lee") and Mr Lee are the Directors and deemed Major Shareholders of IOIPG. Dato' Lee and Mr Lee are the sons of Tan Sri Lee. Puan Sri Datin Hoong May Kuan, who is the spouse of Tan Sri Lee, and PHSB are the deemed Major Shareholders of IOIPG.

Save as disclosed, none of the other Directors and/or Major Shareholders of IOIPG and/or persons connected to them has any interest, direct or indirect in the Acquisition.

This announcement is dated 17 April 2014.

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