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[公司专区] 2852 CMSB 砂州日光

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x 91
发表于 2011-12-7 03:29 | 显示全部楼层 |阅读模式
本帖最后由 vincent1983 于 2011-12-11 16:12 编辑

Principle Activities

Cahya Mata Sarawak Berhad, an investment holding company, engages in the businesses of cement manufacturing, construction materials, trading, construction, road maintenance, property development, financial services, technology, and education services. It involves in the manufacture and sale of cement, as well as concrete products, such as square piles, bridge beams, culverts, cement sand bricks, and kerbs; provision of software research and development, IT solutions, and ICT related services for insurance and healthcare sectors; trading of computer software; and provision of engineering services to the oil and gas industry. The company also engages in the provision of property holding, property development and construction, and project management services; corporate financing services; management of private equity investments, unit trust funds, and asset management; manufacture and trading of cement clinkers; and provision of management and consulting services, e-business solutions, and Internet services. In addition, it engages in the management and marketing of realty and property projects; quarry operations; production and sale of premix; manufacture and sale of wire mesh and related products; civil engineering contract operations; and road construction, maintenance, assessment, and management. Further, the company involves in the steel related engineering and manufacturing activities, such as hot-dip galvanizing, civil construction, manufacturing of LPG cylinders, and manufacturing of steel pipes and pipe specials; and civil engineering, building and utilities work, bridges, and water-related projects. Additionally, it supplies water treatment chemicals, pipes and fittings, and vehicle and equipment spare parts, petroleum products, and roads safety equipment; owns and operates a school; and produces aluminum. The company principally operates in Sarawak, Malaysia. Cahya Mata Sarawak Berhad was founded in 1974 and is headquartered in Kuching, Malaysia.



2852    CMSB    CAHYA MATA SARAWAK BHD
Quarterly rpt on consolidated results for the financial period ended 30/9/2011
Quarter:3rd Quarter
Financial Year End:31/12/2011
Report Status:Unaudited
Submitted By:Denise Koo


Current Year QuarterPreceding Year Corresponding QuarterCurrent Year to DatePreceding Year Corresponding Period

30/09/201130/09/201030/09/201130/09/2010

RM '000RM '000RM '000RM '000
1Revenue240,759232,460725,089659,431
2Profit/Loss Before Tax52,74030,638140,18568,611
3Profit/Loss After Tax and Minority Interest48,06431,724115,47857,412
4Net Profit/Loss For The Period38,17026,74096,59646,177
5Basic Earnings/Loss Per Shares (sen)11.598.1229.3214.02
6Dividend Per Share (sen)0.000.000.000.00



As At End of Current QuarterAs At Preceding Financial Year End
7Net Assets Per Share (RM)

4.22003.9800


Remarks:
N/A

25/11/2011   05:14 PM

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x 570
发表于 2011-12-7 10:00 | 显示全部楼层
NTA RM4.22,股价才RM2.00++,是不是被低估,有待研究。。。

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x 570
发表于 2011-12-7 10:56 | 显示全部楼层
Revenue在06达到顶峰时过后就一直向下滑落(08和09因为金融海啸可以理解),今年3季的EPS总和已经超过2010年EPS总和,感觉很好。。。。期待全年业绩可以交出亮丽的成绩+派发丰厚的股息。。。。

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x 570
发表于 2011-12-7 11:16 | 显示全部楼层
回复 1# vincent1983

vincent大大,有没有研究为什么今年的现金比去年少了5亿令吉??

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 楼主| 发表于 2011-12-7 13:37 | 显示全部楼层
本帖最后由 vincent1983 于 2011-12-7 13:39 编辑
回复  vincent1983

vincent大大,有没有研究为什么今年的现金比去年少了5亿令吉??
鹏鹏 发表于 2011-12-7 11:16


都拿去做投资了用途了.注意Investment securities从2010年的87,904变成2011年的578,801.接近5亿.

Explanatory Note : A13

A13. Investment Securities
Included therein is an amount of RM490.99 million (31 December 2010: Nil) being investment
in a wholesale fund investing only in short-term money market instruments and fixed deposits
with financial institutions.

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x 570
发表于 2011-12-7 14:39 | 显示全部楼层
回复 5# vincent1983


    哦。。。。。谢谢

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x 91
 楼主| 发表于 2011-12-7 15:25 | 显示全部楼层
回复  vincent1983


    哦。。。。。谢谢
鹏鹏 发表于 2011-12-7 14:39


不客气,这支股跟KKB好像有关联的.都是砂劳越股,NAIM也是走下坡,官股最近走势不是很理想.

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x 570
发表于 2011-12-7 15:27 | 显示全部楼层
回复 7# vincent1983


   当然,大家都怕,万一突然大选,恐怕

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x 25
发表于 2011-12-7 20:12 | 显示全部楼层
单单国内企业产权就逾46亿 瑞士组织抨泰益建贪腐王国

砂拉越首席部长泰益玛目富可敌国的财富再次受到瞩目和质疑。瑞士布鲁诺曼瑟基金会(Bruno Manser Fund)揭露,泰益家族单单在大马就拥有逾46亿令吉的企业产权。

该基金表示,泰益本身,加上4名儿女、8名弟妹等亲属在大马332家企业拥有股权,其中股权最多的3家是:砂州阳光(84%,资产值24亿令吉)、Custodev私人有限公司(25%,资产值16亿令吉)和大安控股有限公司(至少35%,资产值14亿令吉)。

这些数据跟泰益早前的说法矛盾。他之前宣称,其家族是在砂拉越以外经商致富。他也否认家人被利用为中间人,反称他们通过智慧和才干来累计财富。

http://www.malaysiakini.com/news/183433

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x 570
发表于 2011-12-8 14:24 | 显示全部楼层
本帖最后由 鹏鹏 于 2011-12-8 14:25 编辑

回复 9# Princess

没人会承认的。。。纳吉也否认HARVEST和他有关。。。
话说回来,在本国都有46亿了,那在外国不是。。。。
    大马隐形的富豪。。。。
呵呵呵。。。。
只有马来人才相信华人富豪多,以我个人之见,马来族群里的隐形富豪更多。。。。
马哈迪就是大马的首富。。。

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发表于 2012-3-23 17:05 | 显示全部楼层
这只股的股价怎么还在2块多啊..NTA都4.29了

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x 178
发表于 2012-3-27 22:01 | 显示全部楼层
Cahya Mata, Rio Tinto scrap smelter plan

Rio Tinto, the world’s third largest miner, and Cahya Mata Sarawak have scrapped plans for a US$2 billion aluminium smelter project in Malaysia’s Borneo island state of Sarawak as power supply terms could not be finalised, CMS said in a statement today.

CMS, a financial and construction conglomerate based in Sarawak, said both companies had worked to set up an aluminium smelter for years but could not agree on the commercial power supply terms with Sarawak Energy Berhad.

“As a result, Rio Tinto Aluminium (Malaysia) and CMS have agreed that they would cease to pursue plans to jointly develop an aluminium smelter at Samalaju in Sarawak but remain open to other future possible collaborations,” CMS group managing director Richard Curtis said in a statement.

The aluminium smelter was supposed to have an annual capacity of 1.5 million tonnes to meet surging demand from China and other developing economies. But the project, which was first announced in 2007, had not gone beyond the planning stage due to delays in constructing Bakun dam — one of the world’s largest hydroelectric dams — that would provide cheap power to energy-guzzling smelter.

Malaysia’s government last year set a lower rate on the power generated from the Bakun dam in Sarawak, selling it to Sarawak Energy at RM0.0625 per kilowatt hour (KwH) with an expected increase of 1.5 per cent every year.

The new rate is within Sarawak’s offer to buy electricity at RM0.05 and RM0.07 per KwH in order to secure investments from smelters for whom energy accounts for a third of costs.

Shares in CMS closed up 0.4 per cent while Rio’s shares in London were up 1.7 per cent at 1050 GMT. -- Reuters

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发表于 2012-3-27 23:34 | 显示全部楼层
Rio Tinto, Cahya Mata scrap US$2b smelter project in Malaysia
UPDATED @ 07:24:26 PM 27-03-2012 March 27, 2012
KUALA LUMPUR, March 27 — Rio Tinto, the world’s third largest miner, and Cahya Mata Sarawak have scrapped plans for a US$2 billion (RM6.1 billion) aluminium smelter project in Sarawak as power supply terms could not be finalised, CMS said in today.

Cahya Mata, a financial and construction conglomerate based in Sarawak, said both companies had worked to set up an aluminium smelter for years but could not agree on the commercial power supply terms with Sarawak Energy Berhad. CMS is owned by the family of long-serving chief minister Tan Sri Abdul Taib Mahmud (picture).

“As a result, Rio Tinto Aluminium (Malaysia) and Cahya Mata have agreed that they would cease to pursue plans to jointly develop an aluminium smelter at Samalaju in Sarawak but remain open to other future possible collaborations,” Cahya Mata Group Managing Director Richard Curtis said in a statement.

The aluminium smelter was supposed to have an annual capacity of 1.5 million tonnes to meet surging demand from China and other developing economies.

But the project, which was first announced in 2007, had not gone beyond the planning stage due to delays in constructing Bakun dam — one of the world’s largest hydroelectric dams — that would provide cheap power to energy-guzzling smelter.

Malaysia’s government last year set a lower rate on the power generated from the Bakun dam in Sarawak, selling it to Sarawak Energy at RM0.0625 per kilowatt hour (KwH) with an expected increase of 1.5 per cent every year.

The new rate is within Sarawak’s offer to buy electricity at RM0.05 and RM0.07 per KwH in order to secure investments from smelters for whom energy accounts for a third of costs.

Shares in Cahya Mata closed up 0.4 per cent while Rio’s shares in London were up 1.7 per cent at 1050 GMT. — Reuters

The CMS-Rio Tinto project was the first of three such aluminium smelter projects announced in the past few years. Prime Minister Datuk Seri Najib Razak had said last June that the National Economic Council had approved the joint venture by 1 Malaysia Development Berhad (1MDB) and Abu Dhabi’s Mubadala Development Company (Mubadala) to develop a RM12.7billion technologically advanced energy-efficient aluminium smelter.

The investment is expected to create more than 40,000 skilled jobs.

The other large smelter is between GIIG Holdings Sdn Bhd, a company controlled by billionaire Tan Sri Syed Mokhtar Al-Bukhary, and Aluminium Corp of China Ltd (Chalco), the world’s second largest producer of alumina, have teamed up to jointly develop an aluminium smelter plant in Samalaju Industrial Park in Bintulu, Sarawak at the cost of US$1billion.

The smelter plant will have an initial annual production capacity of 330,000 tonnes but it could rise to 1.25 million tonnes.

The only running smelter at the moment is Press Metal Bhd’s 60,000-tonne plant in Mukah, which has been operational since November 2009. It uses about 10 MW of power that is supplied by Sarawak Energy Bhd.

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发表于 2012-3-29 21:58 | 显示全部楼层
本人作为砂捞越人来说,CMSB此股可以持有,DIVIDEN YIELD 不错,PE 在8 以下,最重要的是,他的工程多到。。。。。,砂州白毛的公司,自己去想象。。。砂州所有建屋子的材料---洋灰都要向它拿。。。。只讲到这边。。。。各位有何意见?

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x 44
发表于 2012-3-30 00:59 | 显示全部楼层

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发表于 2012-4-6 19:28 | 显示全部楼层
5年业绩佳 砂查也马特评级调高

(吉隆坡5日讯)大马评估机构(RAM)宣布,调高砂查也马特(CMSB,2852,主板工业产品股)总值3亿9960万令吉债券和助理银行有条件付款承诺(CPO)评级,从A2至稳定水平的A1。

根据文告,砂查也马特在交易架构下,把主理银行非付款的有条件付款承诺风险纳入考量,大马评估机构就集团收入有保证,而调高集团信用水平。

大马评估机构在文告中补充,砂查也马特过去5年业绩因砂拉越洋灰生产业务表现佳,营业额也从2007财年的8亿4650万令吉上扬至2011财年的10亿令吉,从而提高折旧前盈利和息税分别只4450万令吉和1亿9510万令吉。

此外,子公司——CMS大道私人有限公司和CMS人行道技术私人有限公司的成立,让砂查也马特成为综合洋灰生产业务。

与此同时,砂查也马特的负债率和流动现金额也十分健康。

“评级的上调,主要是集团在过去5年的整体表现强劲。”
http://www.nanyang.com.my/node/435050?tid=462

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发表于 2012-5-8 19:10 | 显示全部楼层
Entitlements (Notice of Book Closure)
Reference No CM-120508-5FC09

Company Name
:
CAHYA MATA SARAWAK BERHAD  
Stock Name
:
CMSB  
Date Announced
:
08/05/2012

EX-date
:
27/06/2012
Entitlement date
:
29/06/2012
Entitlement time
:
04:00:00 PM  
Entitlement subject
:
First and Final Dividend
Entitlement description
:
First and Final of 15 sen per share less 25% income tax for the financial year ended 31 December 2011
Period of interest payment
:
to
Financial Year End
:

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
:
Symphony Share Registrars Sdn Bhd
Level 6, Symphony House
Block D13, Pusat Dagangan Dana 1
Jalan PJU 1A/46
47301 Petaling Jaya
Selangor Darul Ehsan
Tel: 03-7841 8000
Payment date       
:
27/07/2012

a.

Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
:
29/06/2012

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
:
Currency
Currency
:
Malaysian Ringgit (MYR)
Entitlement in Currency
:
0.15

Remarks :
The above First and Final Dividend is subject to the Shareholders' approval at the forthcoming 37th Annual General Meeting of the Company to be held on 30 May 2012.

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发表于 2012-5-30 17:06 | 显示全部楼层

2852    CMSB    CAHYA MATA SARAWAK BHD
Quarterly rpt on consolidated results for the financial period ended 31/3/2012
Quarter:1st Quarter
Financial Year End:31/12/2012
Report Status:Unaudited
Submitted By:Denise Koo


Current Year QuarterPreceding Year Corresponding QuarterCurrent Year to DatePreceding Year Corresponding Period

31/03/201231/03/201131/03/201231/03/2011

RM '000RM '000RM '000RM '000
1Revenue230,342226,367230,342226,367
2Profit/Loss Before Tax49,89743,06649,89743,066
3Profit/Loss After Tax and Minority Interest36,40134,46436,40134,464
4Net Profit/Loss For The Period31,34530,60531,34530,605
5Basic Earnings/Loss Per Shares (sen)9.519.299.519.29
6Dividend Per Share (sen)0.000.000.000.00



As At End of Current QuarterAs At Preceding Financial Year End
7Net Assets Per Share (RM)

4.09004.0000


Remarks:
2011 comparative figures have been restated due to the adoption of Malaysian
Financial Reporting Standards.

30/05/2012   05:03 PM


Ref Code: 20120530FA00063

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发表于 2012-7-27 16:28 | 显示全部楼层
price cement recently rise up soon, it should be improve their profit again

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发表于 2012-7-27 16:32 | 显示全部楼层
黃騰亮:8月調高‧洋灰起價‧排屋料漲2千

(雪蘭莪‧八打靈再也26日訊)大馬房地產發展商會前會長拿督黃騰亮說,洋灰商突然宣佈起價,將導致洋灰相關產品漲價,並預料一間排屋的價格,也會因此起價1千至2千令吉。

建材代理商表不滿

【新潮】细腻的电影情节若少了配乐,就像是忘了加盐的菜肴...

大馬建築材料代理商公會是在昨日突然接獲有關的消息,並為此項決定感到為之不滿。

消息指洋灰將在8月1日漲價,每公噸漲20令吉,從現有的335令吉漲至355令吉。

黃騰亮說,現在市場上並沒有出現洋灰短缺情況,不明白為何商家還要漲價,更何況油價也已下滑。

他今日在“2012年大馬房地產業展"新聞發佈會上指出,我國只有幾家洋灰商,形成了壟斷性的商業操作,為此,這些洋灰商都從中賺取了豐厚的利潤。

另外,也是“2012年大馬房地產業展"大會主席的他說,這是該商會連續13年舉辦這項盛事,今年共有51名發展商參與。

他說,該展正朝向國際性展覽的目標,希望日後會有更多的外國商家前來馬參展,那麼觀展者僅須在大馬便能購買及獲得物業的資料,無須飛往其他國家。

他說,他們計劃在明年參與在香港舉行的MIPIM ASIA(亞太區國際房地產交易會展覽),而目前雙方已正商討有關的合作事宜。

大馬房地產發展商會雪蘭莪分會會長拿督許捷任說,截至目前,我國的房地產領域的供求不存在任何的問題,其中巴生谷一帶及檳城的房產發展,皆表現優異。

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