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发表于 2-9-2012 06:10 PM
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szs8027 发表于 30-8-2012 12:01 PM
我google找到的2009(大概)旧资料是说他们的发电是预计在2011年得到2000万的盈利,
请问版主,是他们的 ...
虽对这家公司没研究,但稍微看了2011年财报,在第十页主席的声明有提到进行中的再生能源发电计划预测会在2012年后给公司带来正面的收入(就如楼上的专栏所提到的)。。至于是否那样,都还有待观察的。。
本帖最后由 icy97 于 2-9-2012 06:12 PM 编辑
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发表于 4-10-2012 05:40 PM
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发表于 5-10-2012 03:04 PM
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只能说"winter is coming", pricing below RM0.95~0.90时收点"货"过寒冬 |
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发表于 5-10-2012 05:49 PM
来自手机
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发表于 15-10-2012 01:52 PM
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一股作气:捷博集团 拓印尼版图
一股作气 财经周刊 投资观点 2012-10-15 13:02
捷博集团(Cepat,8982,主板种植股)是一家小型种植公司,拥有约5000亩未种植的土地。
该公司也计划开拓印尼业务版图,且正通过收购来达致目的,顿时可让其地库增加逾5000公顷。
业绩表现近两、三年稳定增长,然而,国内原棕油库存创历史新高,且近期原棕油价格走软,或冲击种植公司。
原棕油是国家主要收入来源之一,市场一般相信,政府将采取措施扶持和推高原棕油价格,长期可提振棕油价格。
捷博集团是一家投资控股公司,旗下子公司的主要业务包括种植油棕、榨油、采石和销售油棕产品等。
捷博集团是于2001年,通过倒置收购当时在次板上市的S&P食品工业(S&P Food Industries)及重组而成。
在2005年,马福昌园丘(MHC,5026,主板种植股)收购捷博集团32%股权,进而崛起成为集团最大股东。
截至今年2月24日,马福昌园丘共持有捷博集团28.75%股权,属于前者的联号公司。
根据官网资料,集团在沙巴拥有油棕种植土地,1万9099亩的油棕种植处于成熟阶段,而877亩的则处于未成熟阶段,另有4940亩未种植的土地。
为扩大业务版图,集团计划通过子公司Magnum Kapital,收购印尼Mukti Sejahtere Abadi(MSA)100%股权。
MSA主要涉及油棕种植业务,在东加里曼丹拥有5290公顷土地,并且拥有地权准证。
集团已于去年7月与卖方签署有条件股权买卖协议,以1亿2500万印尼盾(约4万6125令吉)价码购买MSA。
此外,捷博集团也通过旗下子公司涉及可再生能源电力、沼气发电和生物质能发电业务。
去年净利创高 每年增发股息
尽管捷博集团的营业额在2008年创2亿4696万2000令吉后、隔年下滑至1亿6400万3000令吉,但之后的表现已逐渐取得增长。
在2010年,集团的营业额达2亿3181万6000令吉,且在2011年破2008年的记录,达到2亿9018万6000令吉。
净利方面,2008年为3990万3000令吉,而2009年则下跌逾半,仅取得1742万1000令吉盈利,之后上扬到2010年的2488万3000令吉,并在2011年创下4391万6000令吉的记录。
然而,集团在股息派发上一年更胜一年,2008年为1.5仙,在2009年提高到2仙,而2010年和2011年分别达3仙和3.5仙。
今年1月中旬,捷博集团也向股东派发红股,每持有两股股票的投资者,可获得一股红股。
2012上半年的业绩,则因更低的鲜果串产量(按年跌8%),以及原棕油和棕仁价格双双走低,各别下滑8%和30%,导致业绩受到冲击。
在首6个月,营业额按年跌17.9%至1亿1473万4000令吉(之前为1亿3983万3000令吉),而净利更是从2170万7000令吉,暴跌46.2%至1168万2000令吉。
总贷款6201万
截至6月30日,集团的总贷款达7697万3000令吉,其现金与现金等值(包括短期投资在内)则为6201万6000令吉。
依据过去4个季度的盈利以及周五闭市价格96.5仙计算,其本益比仅为9.1倍,低于大部分同业的估值。
同时,在相比集团截至6月的每股RM1.29净资产之下,目前的市价则出现逾25%折价。
棕油价格走软 短期表现看淡
展望未来,捷博集团的业绩表现将因棕果产量和原棕油价格左右,料短期内仍将受到现有疲软的商品价格冲击。
根据大马棕油局数据显示,我国9月份原棕油的库存量创新高,达248万吨,进而导致库存对使用比率也破历史新高12.7%,达至14.1%水平。
从9月份的原棕油价格走势来看,也从月初的每公吨2900到3000令吉,下挫至目前约2500令吉的水平。
鉴于目前属于产量旺季,一些券商分析员预测,10月份的原棕油库存量更是有望再次刷写新高记录,介于260万到280万吨。
电力业务贡献
此外,也有不少券商分析员预计,未来一、两个月原棕油价格走势将维持疲软,直至产量巅峰期过去。
在中长期方面,预计捷博集团的电力业务可带来贡献,且一旦未种植的土地耕种油棕且积极开拓印尼业务,将可大大提高其营收。
同时,政府也宣布,从明年1月起下调棕油出口税,以及废除棕油出口免税额度,以激励该商品需求。
投资风险则包括全球经济持续低迷,导致原棕油需求放缓和价格疲软、原棕油库存高企不下及大豆油的价格走势等。[Nanyang]
文:股悦 |
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发表于 25-10-2012 08:47 PM
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SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2012 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30/09/2012 | 30/09/2011 | 30/09/2012 | 30/09/2011 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 57,380 | 79,024 | 172,114 | 218,857 | 2 | Profit/(loss) before tax | 8,108 | 18,365 | 24,664 | 48,630 | 3 | Profit/(loss) for the period | 6,622 | 13,659 | 19,095 | 36,625 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 5,975 | 12,976 | 17,657 | 34,683 | 5 | Basic earnings/(loss) per share (Subunit) | 1.93 | 4.18 | 5.71 | 11.13 | 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 ($$) | 1.3100 | 1.9000 |
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发表于 27-11-2012 10:44 PM
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CEPATWAWASAN GROUP BERHAD |
EX-date | 11/12/2012 | Entitlement date | 13/12/2012 | Entitlement time | 05:00:00 PM | Entitlement subject | Interim Dividend | Entitlement description | Single tier interim dividend of 1.5% | Period of interest payment | to | Financial Year End | 31/12/2012 | Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlements | Registrar's name ,address, telephone no | Tricor Investor Services Sdn. Bhd.
Level 17, The Gardens North Tower
Mid Valley City
Lingkaran Syed Putra
59200 Kuala Lumpur
Tel: 03-22643883 | Payment date | 21/12/2012 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 13/12/2012 | b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit |
| c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange. | Number of new shares/securities issued (units) (If applicable) |
| Entitlement indicator | Percentage | Entitlement in percentage (%) | 1.5 |
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发表于 26-2-2013 01:00 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2012 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31/12/2012 | 31/12/2011 | 31/12/2012 | 31/12/2011 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 46,920 | 71,329 | 219,034 | 290,186 | 2 | Profit/(loss) before tax | 5,440 | 13,570 | 30,104 | 62,200 | 3 | Profit/(loss) for the period | 3,500 | 9,804 | 22,595 | 46,429 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 3,385 | 9,233 | 21,103 | 43,916 | 5 | Basic earnings/(loss) per share (Subunit) | 1.10 | 2.98 | 6.81 | 14.12 | 6 | Proposed/Declared dividend per share (Subunit) | 1.00 | 1.50 | 2.50 | 3.50 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 1.3000 | 1.9000 |
Type | Announcement | Subject | OTHERS | Description | PROPOSED FINAL DIVIDEND | The Board of Directors of Cepatwawasan Group Berhad is pleased to propose a final tax exempt (single-tier) dividend of 1% per share for the financial year ended 31 December 2012 to the shareholders for approval at the forthcoming Annual General Meeting.
Subject to the approval by the shareholders, the entitlement and payment dates of the aforesaid dividend will be announced at a later date.
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发表于 3-4-2013 02:29 AM
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icy97 发表于 26-2-2013 01:00 AM
今年预测会给1%股息?如果我有10,000 unit 会得到多少股息?
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发表于 3-4-2013 02:40 AM
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stone888 发表于 3-4-2013 02:29 AM
今年预测会给1%股息?如果我有10,000 unit 会得到多少股息?
业绩报告出了不是吗?我是想知道怎样算股息。如果是1%那么我会得到多少谢谢/。
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发表于 3-4-2013 02:42 AM
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stone888 发表于 3-4-2013 02:40 AM
业绩报告出了不是吗?我是想知道怎样算股息。如果是1%那么我会得到多少谢谢/。
par value 怎样看?
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发表于 3-4-2013 02:46 AM
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stone888 发表于 3-4-2013 02:40 AM
业绩报告出了不是吗?我是想知道怎样算股息。如果是1%那么我会得到多少谢谢/。
Net assets per share attributable to ordinary equity holders of the parent ($$) 1。3 是 par value?
本帖最后由 icy97 于 3-4-2013 02:48 AM 编辑
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发表于 3-4-2013 01:08 PM
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stone888 发表于 3-4-2013 02:46 AM
Net assets per share attributable to ordinary equity holders of the parent ($$) 1。3 是 par valu ...
赚那么多才派0。01。。
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发表于 26-4-2013 12:44 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
31/03/2013 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31/03/2013 | 31/03/2012 | 31/03/2013 | 31/03/2012 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 46,197 | 61,031 | 46,197 | 61,031 | 2 | Profit/(loss) before tax | 5,148 | 8,624 | 5,148 | 8,624 | 3 | Profit/(loss) for the period | 3,948 | 6,647 | 3,948 | 6,647 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 3,821 | 6,400 | 3,821 | 6,400 | 5 | Basic earnings/(loss) per share (Subunit) | 1.24 | 2.07 | 1.24 | 2.07 | 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 ($$) | 1.3100 | 1.3000 |
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发表于 29-4-2013 01:23 AM
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CEPATWAWASAN GROUP BERHAD |
EX-date | 13/05/2013 | Entitlement date | 15/05/2013 | Entitlement time | 05:00:00 PM | Entitlement subject | Final Dividend | Entitlement description | Single tier final dividend of 1% | Period of interest payment | to | Financial Year End | 31/12/2012 | Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlements | Registrar's name ,address, telephone no | Tricor Investor Services Sdn. Bhd.
Level 17, The Gardens North Tower
Mid Valley City, Lingkaran Syed Putra
59200 Kuala Lumpur
Tel no. 03-22643883 | Payment date | 23/05/2013 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 15/05/2013 | b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit |
| c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange. | Number of new shares/securities issued (units) (If applicable) |
| Entitlement indicator | Percentage | Entitlement in percentage (%) | 1 |
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发表于 1-6-2013 04:49 AM
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我五月2日买10lot(10000)unit
17/05/13 卖完
27 /05/13收到95.50ringgit dividen .
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发表于 13-6-2013 01:45 AM
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強勁供應需求 捷博或將獲利
財經股市12 Jun 2013 23:00
(吉隆坡12日訊)強勁的供應需求帶動原棕油期貨(FCPO)價格,每噸上揚1.8%至2442令吉,券商看好,在沙巴擁有2萬5000英畝油棕種植園的捷博(CEPAT,8982,主要板種植),將因此而獲利,該股早盤揚9仙至1.06令吉。
捷博今早開市平盤報97仙,隨后節節走高,截至休市時,該股報1.01令吉,半日易手388萬6200股,早盤最高揚9仙至1.06令吉。
午盤間,捷博持續游走于正區,惟股價走勢平平,閉市時,該股報1令吉,揚3仙,成交量430萬4100股。
豐隆投資銀行研究今日在分析報告中指出,6月種植指數在多項種植類股不斷上漲帶動下,按月上揚4.2%。
“考慮到種植類股流動性充裕,加上種植園指數表現良好,我們相信這可抵銷市場預期種植業將表現疲軟的利淡。”
豐隆投資銀行研究相信,種植類股將逐漸恢復復甦狀態,且捷博或將在近期內調整,相比其他同業來得低的估值。
“捷博旗下油棕樹鮮果串(FFB)正處于成熟年齡,預計可在未來2至3年內提供大量產能,推動公司盈利表現。”
該行指出,利好消息帶動,捷博有望在近期內突破52週新高,1.13令吉的價位。[中国报财经] |
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发表于 25-7-2013 12:34 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
30/06/2013 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30/06/2013 | 30/06/2012 | 30/06/2013 | 30/06/2012 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 48,609 | 53,703 | 94,806 | 114,734 | 2 | Profit/(loss) before tax | 3,905 | 7,932 | 9,053 | 16,556 | 3 | Profit/(loss) for the period | 2,849 | 5,826 | 6,797 | 12,473 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 2,847 | 5,282 | 6,668 | 11,682 | 5 | Basic earnings/(loss) per share (Subunit) | 0.92 | 1.71 | 2.16 | 3.78 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 1.3200 | 1.3000 |
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发表于 15-9-2013 09:45 PM
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谢谢你的资讯,希望看到这支股的复苏。。虽然第二季的盈利更少了 |
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发表于 24-10-2013 02:52 AM
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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 |
1 | Revenue | 54,464 | 57,380 | 149,270 | 172,114 | 2 | Profit/(loss) before tax | 6,003 | 8,108 | 15,056 | 24,664 | 3 | Profit/(loss) for the period | 4,260 | 6,622 | 11,057 | 19,095 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 4,197 | 5,975 | 10,865 | 17,657 | 5 | Basic earnings/(loss) per share (Subunit) | 1.36 | 1.93 | 3.52 | 5.71 | 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 ($$) | 1.3300 | 1.3000 |
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