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[公司专区] 2852 CMSB 砂州日光

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发表于 2012-7-29 12:29 | 显示全部楼层
砂州唯一生產商‧CMS不調漲洋灰價

2012-07-29 10:37

(砂拉越‧古晉28日訊)砂拉越唯一洋灰生產和製造商CMS洋灰私人有限公司宣佈,該公司不會調漲洋灰價格。

該公司今日發文告說,該公司尊重大馬競爭法令,並沒有與其他洋灰生產商討論價格。CMS洋灰的母公司砂拉越日光集團董事經理拿督理察指出,該集團經常考慮對建築業所帶來的後果,所以不願意增加客戶的成本。

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发表于 2012-7-30 09:19 | 显示全部楼层
CMS Cement says will not raise price

KUCHING: CMS Cement Sdn Bhd, Sarawak’s sole cement producer and manufacturer, will not raise the price of cement despite recent reports of a nationwide cement price hike, Cahya Mata Sarawak Bhd group managing director Datuk Richard Curtis said.

He said CMS had always remained committed to the state’s socio-economic growth and would not increase its prices although cement production in Sarawak posed a logistical challenge due to terrain, raw materials and geographical population spread.

“While the perception is that there is a monopoly on cement in Sarawak, truth is any person can set up operations or, just as CMS does, import cement to cover unexpected demand surges or disruptions to its own production,” he said in a statement.

He said the local market depended on the company to ensure a reliable supply of quality cement for its infrastructure needs, especially now that the Sarawak Corridor of Renewable Energy’s potential was being realised.

In considering the impact of its price hike on the construction sector, he said, CMS also respected the Malaysian Competition Act and did not engage in price discussions with any Malaysian cement producers. —Bernama

http://biz.thestar.com.my/news/s ... 94&sec=business

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发表于 2012-8-5 21:59 | 显示全部楼层
CMSB plans third cement plant

KUCHING: Cahya Mata Sarawak Bhd (CMSB) plans to invest in a third cement plant to meet the growing demand in Sarawak.

Group managing director Datuk Richard Curtis said the new facility, which would have a production capacity of 600,000 to 700,000 tonnes per annum, would be built in Mambong near here where the group's clinker plant is located.

“The proposed third plant will cost about RM150mil. We (CMSB) will make a decision (on the proposed project) in the next three months,” he told StarBizWeek after a briefing yesterday.

The briefing was conducted by CMS Cement Sdn Bhd executive director and chief executive officer Othman Abdul Rani. CMS Cement, which is wholly-owned by CMSB, is Sarawak's sole cement manufacturer.

Curtis said the proposed new plant was to meet Sarawak's future cement requirements as the existing two cement plants were close to operating at their combined installed capacity of 1.75 million tonnes per annum.

CMS's first cement plant in Pending Industrial Estate here was built in 1978. It has an installed annual capacity of one million tonnes and caters for Kuching, Samarahan, Sri Aman and Sibu.

Its second plant was built in 1998 to cater for Sarawak's north-eastern region. It has an annual capacity of 750,000 tonnes.

Curtis said the company was looking at several options on the type of technology, including from Europe and China, to be adopted by the proposed plant.

Othman said CMS Cement currently produced 5,500 tonnes per day against the daily average demand of 5,300 tonnes. The company manufactures portland and masonry cement.

He said cement demand in Sarawak grew by 9% to 10% in the past two years due mainly to the construction of Murum hydro dam in Kapit and Bengoh dam near here.

“As both Murum and Bengoh are concrete-filled dams, the projects consume a lot of cement. The construction of concrete bridges also drives up the demand for cement,” he added.

Othman said the plan for a major dam in Baram was also expected to push up demand for cement in the next few years.

“The estimated year-on-year cement requirement growth is 6% per annum. The (new) demand comes from the development of Sarawak Corridor of Renewable Energy (Score), Samalaju (Industrial Park) and infrastructure projects,” he added.

Curtis said CMSB would relook at a proposal mooted three years ago to build a second production line for its clinker plant to increase production in order to cut down on the import of clinker, the main raw material in the manufacture of portland and masonry cement.

According to Othman, the proposed new production line would cost at least RM700mil.

The existing clinker plant, the only in Sarawak, will increase its production capacity to 896,000 tonnes per annum when a RM78mil upgrading project is completed and commissioned in the next few weeks.

“CMS Cement's requirement of clinker is about 1.6 million tonnes per annum. So, we have to import the balance from South Korea, Japan, Taiwan, Vietnam and Thailand to meet the needs,” said Othman.

Othman said the current cement selling prices in Sarawak were between RM320 and RM340 per tonne the same as in Peninsular Malaysia after this week's price increment by manfacturers there.

Before the increment, cement was cheaper by about RM20 per tonne in the peninsula.

Curtis had said earlier that CMS Cement would not raise its cement price as it remained committed to Sarawak's socio-economic growth.

The local market, added Curtis, depended on CMS Cement to ensure a reliable supply of quality cement for its infrastructure needs, especially now that Score's potential was being realised.

CMS Cement contributes about 48% to CMSB group profit.

http://biz.thestar.com.my/news/s ... 34&sec=business

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发表于 2012-8-7 19:55 | 显示全部楼层
CMS 洋灰不起价 2012-08-05 12:05

(吉隆坡4日讯)砂拉越唯一洋灰製造商CMS洋灰私人有限公司指出,无意调高洋灰售价。

CMS洋灰发布文告说,公司不会调高售价。

文告还表示,CMS洋灰日产能为5500吨,日分销量达5300吨,视需求而定。

上週,市场传出本地洋灰公司即将调高售价的消息。

目前,国内共有6家洋灰製造商,包括杨忠礼洋灰、大石机构(Tasek,4448,主板工业产品股)、大马洋灰工业有限公司、拉法基马洋灰(LMCemnt,3794,主板工业产品股)、CMS洋灰和Holcim(马)私人有限公司。

另一方面,身为砂查也马特(CMSB,2852,主板工业产品股)独资子公司的CMS洋灰也将投资1亿5000万令吉增设第三间厂房,以解决供不应求的问题。

增设新厂房

砂查也马特董事经理拿督理查卡特说,公司打算在现有炼砖厂附近的曼旺(Mambong)增设新厂房,估计年产量60万至70万吨。

理查卡特接受《星报》访问时说:“新厂房造价约1亿5000万令吉,我们将在3个月内作出决定。”

理查卡特说,公司建议增设厂房是为了满足砂拉越未来的洋灰需求,目前现有两间厂房年产量达175万吨。

CMS洋灰1978年在本定(Pending)工业园打造第一间洋灰厂,年产量100万吨,主要供应古晋、三马拉汉、诗里阿曼以及诗巫市场。

第二间厂房建於1998年,负责供应砂拉越东北区市,年产量75万吨。

理查卡特表示,公司探讨数个方案,包括为第三间厂房引


http://www.nanyang.com/node/467554?tid=761

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发表于 2012-8-12 17:28 | 显示全部楼层
CMSB delays steel and iron hub project

PETALING JAYA: Cahya Mata Sarawak Bhd (CMSB) has put on hold the proposed development of a steel cluster and iron ore hub in Samalaju Industrial Park in Bintulu.

The proposed development was to be a venture between CMSB's subsidiary Samalaju Industries Sdn Bhd, GIIG Holdings Sdn Bhd and Pan Kingdom Invest Co.

CMSB told Bursa Malaysia that the parties involved in the proposal had agreed to put the proposed development on hold, and pursue it if the gas is available.

http://biz.thestar.com.my/news/s ... 85&sec=business

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发表于 2012-8-31 23:41 | 显示全部楼层
砂查也玛冶炼厂获融资

    财经新闻
    财经

2012-08-29 11:23

(吉隆坡28日讯)砂查也玛特(CMSB,2852,主板工业产品股)与砂拉越OMMaterials私人有限公司联营、位于民都鲁的18亿7000万令吉锰与铁合金熔炼厂计划,已获得6家银行融资,其中包括一家本地银行。

作为OM Materials母公司的澳洲上市公司OM控股,上周为上述计划筹资的活动中表示,渣打银行、来自中国和国际的银行都在上述融资行列中,其中渣打银行为此冶炼厂计划的融资顾问。

“6家银行所给的融资总额,已超越冶炼厂计划的融资需求。”

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发表于 2012-8-31 23:47 | 显示全部楼层
Cahya Mata posts 13pc Q2 revenue growth
Published: 2012/08/30



KUCHING: Cahya Mata Sarawak Bhd (CMSB), the state’s leading infrastructure facilitator, has posted a revenue of RM292.20 million for the second quarter ended June 30, 2012, a growth of 13 per cent compared with the same quarter last year.

Group managing director Datuk Richard Curtis said the increase was attributed to the better performance of its manufacturing and services divisions.

“We are very pleased with the second quarter figures as they are further testament to the group’s sound business models, the efforts of all our staff and our ability to take advantage of opportunities afforded by Sarawak’s growing economy," he said in a statement

He said these were all contributing factors that accounted for CMSB’s RM522.54 million revenue for the first six months of 2012, an increase of 8 per cent compared with RM484.33 million posted in the first six months of 2011.

During the same period the group’s pre-tax profits of RM70.11 million for the current quarter were 58 per cent higher than the preceding year’s corresponding quarter, he said.

These are all contributing factors that account for CMSB’s RM522.54 million revenue for the first six months of 2012, an increase of 8 per cent compared with RM484.33 million posted in the first six months of last year.

Custis said Cahya Mata Sarawak was poised to sustain if not exceed the levels achieved with construction materials remaining its core business spearheaded by cement manufacturing. -- BERNAMA

Read more: Cahya Mata posts 13pc Q2 revenue growth http://www.btimes.com.my/Current ... icle/#ixzz258hB44Xp

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发表于 2012-9-20 08:56 | 显示全部楼层
砂查也马特 股价被低估
行家论股  2012-09-19 21:00



【目标价:3.39令吉】


最新进展:
砂查也马特(CMSB,2852,主板工业产品股)管理层预计,砂拉越再生能源走廊(SCORE)会持续支撑该公司3大核心业务———洋灰、炼砖与混凝土产品、建材以及建筑与道路维修。公司表示,不再是单纯的承包商,会逐渐扩大洋灰供应与采石场业务;同时,预见持股20%的OM Materials会在2015财年开始贡献盈利。

截至今年次季,其现金达6亿4600万令吉,净现金为4亿5100万令吉。

行家建议:
我们正面看待该公司明确的策略与业务方向,尤其是现有业务持续主导盈利表现。此外,我们预计其产业发展业务在2012和2013财年不会大量贡献盈利,但未来数年内,料每年可贡献500万至1000万令吉净利。我们认为砂查也马特已被低估,并相信在等待OMMaterials和旗下厂房计划取得更多进展之际,投资者可能维持观望态度。

分析:联昌国际投资研究

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发表于 2012-9-22 19:00 | 显示全部楼层
CMSB increases K&N Kenanga stake

PETALING JAYA: Cahya Mata Sarawak Berhad (CMSB) has further increased its stake in K&N Kenanga Holdings Bhd, with the acquisition of 25 million shares or a 4.08% stake at a price of 85 sen.

At this price this is 26.7% or 18 sen above Friday's closing price of 67 sen.

This brings CMSB's total direct and indirect stake to 29.64% in the company.

CMSB is the single largest shareholder of K & N Kenanga, which is mainly involved in stockbroking and investment banking businesses.

In a media release, CMSB said that the purchase of shares in Kenanga would mitigate the impending dilution resulting from the acquisition of ECM Libra Investment Bank Bhd (ECM Libra IB) by Kenanga Investment Bank Bhd (Kenanga IB), a wholly-owned subsidiary of Kenanga.

“Based on the announcement made by Kenanga on June 15, 2012, the acquisition of ECM Libra IB by Kenanga IB would be partly satisfied via the issuance of 120 million new shares in Kenanga, which will dilute the shareholdings of existing shareholders of Kenanga.

“CMS's current stake in Kenanga will be diluted from 29.64% to 24.78% upon completion of acquisition,” it said.

In the release, CMSB group managing director Datuk Richard Curtis said: “As a sign of confidence in its strategic investment in Kenanga, CMSB has recently increased its existing stake in Kenanga, through purchase of Kenanga shares via open market and direct business transactions.”

On Sept 14, CMSB had told Bursa that it had purchased 1.13 million shares between Sep 5 and 7. This brought up its stake to 25.26% at that time.

The price for the transaction was not revealed.

In August, K&N Kenanga and ECM Libra Financial Group Bhd both received their shareholders' nod for the proposed merger of their investment banking businesses.

K&N Kenanga, via its unit Kenanga IB, is acquiring ECM Libra Investment Bank Bhd for RM875.1mil.

Kenanga Investment Bank is set to become Malaysia's largest independent investment bank and one of the country's top three brokerage houses with the largest remisier network.

The acquisition is expected to be completed in the fourth quarter of 2012.

“Kenanga represents a strategic investment by CMSB to ride on the growth of the financial services sector and would serve as a platform for CMS to expand its businesses outside the state of Sarawak,” said CMSB.

http://biz.thestar.com.my/news/s ... 18&sec=business

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发表于 2012-9-23 00:23 | 显示全部楼层
朋党之股, 不碰为妙

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发表于 2012-10-3 14:41 | 显示全部楼层
砂查也马特短期不增持肯南嘉

财经新闻
财经
  2012-10-03 11:48

(吉隆坡2日讯)砂查也马特(CMSB,2852,主板工业产品股)指出,在短期内无意增持K&N肯南嘉(Kenanga,6483,主板金融股)的股权。

砂查也马特董事经理拿督理查卡特向《The EdgeMalaysia》网站指出,该集团对目前所持有的29.64%肯南嘉持股权感到合适,短期内不会再通过公开市场增持股权。

砂查也马特在9月份,已通过公开市场和直接交易的方式,增持肯南嘉的股权,从原本的25.56%,增至29.64%。

上述活动,这也引起了市场对肯南嘉的一些投资购兴。

尽管砂查也马特现阶段不会增持股权,理查卡特则表示:“我们会继续评估在联号公司的投资机会,并会在适当时机,采取合适的行动。”

收购推高未来盈利

他补充,在肯南嘉采用新管理团队和新商业策略下,砂查也马特有信心该投资银行可成为国内成功和领先的金融机构。

肯南嘉的商业策略,是开拓利基和巩固本身的零售业务,以及争取成为国内领先的独立咨询顾问。

肯南嘉在完成收购益资利投资银行后,将成为全马最大的独立投资银行和零售券商。

“在新管理团队的主导,以及完成收购益资利投资银行后,我们有信心肯南嘉所带来的盈利贡献,可推高砂查也马特未来的净利表现。”

他也视肯南嘉为该集团走出砂拉越市场,扩大业务范围的重要平台。

K&N肯南嘉今日的股价没有太大波动,闭市时以68.5仙平盘报收,成交量为11万1000股。

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发表于 2012-12-1 18:35 | 显示全部楼层
Cracks in manufacturing margin
Date: 30/11/2012

Source         :         CIMB
Stock         :         CMSB                    
Price Target :         3.25
Price Call         :         HOLD

Last Price         :         3.20       
Upside         :          +0.05 (1.56%)


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发表于 2013-1-11 14:07 | 显示全部楼层
砂州日光 悉数赎回债券

(吉隆坡10日讯)大马评估机构(RAM)证实,砂州日光(CMSB,2852,工业产品组)已经在12月28日,悉数赎回其3亿9千960万令吉系列债券。

有鉴于此,大马评估机构不再对这项债券发行有任何评级责任。上述债券原拥有A1评级,展望稳定。

转载自:联合日报在线

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发表于 2013-1-12 11:25 | 显示全部楼层
Cahya Mata to benefit from Score, says MD
Published: 2013/01/12



KUALA LUMPUR: Cahya Mata Sarawak Bhd (CMSB) is now on the fast track to be the best proxy to investments following Sarawak's accelerating and sustainable long-term economic potential.

This will be driven by the long-term sustainable energy intensive industries under Sarawak Corridor of Renewable Energy (Score) and the consequential infrastructure required across the state, said CMSB.

CMSB is the largest and integrated infrastructure development company in the Land of the Hornbills, with three core businesses - cement, clinker and concrete products; construction materials; and construction and road maintenance.

Group managing director Datuk Richard Curtis said its core businesses will increasingly benefit from Sco-re and they will continue to be the main contributors to its bottom line.

CMSB is confident of good results on the back of solid and sustainable earnings, low gearing, healthy balance sheet and an experienced and professional management team. Bernama

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发表于 2013-2-5 13:14 | 显示全部楼层
三马拉朱工业园工程 砂查也马特委2 承包商

    财经新闻
    财经

2013-02-05 12:12

(吉隆坡4日讯)砂查也马特(CMSB,2852,主板工业产品股)宣布,独资子公司联营公司———OM Materials委任中国水电(Sinohydro)企业为砂拉越三马拉朱(Samalaju)工业园铁合金熔炼厂项目的工程、采购和建筑总办统筹承包商,中钢集团吉林机电(Sinosteel Jilin)则被委任为次级承包商。

根据文告,砂查也马特透过独资子公司Samalaju工业,持有OM Materials20%股权。

文告指出,工程、采购和建筑合约范围包括炼铝厂项目的设计、土木工程、采购、生产、运输、安装、调试和测试所有设施。

Samalaju工业与OM Materials以20:80股权的联营方式兴建和营运铁合金熔炼厂,每年产能达57万5000吨,预计2014年投产。

砂查也马特亦透过子公司Samalaju产业发展,参与三马拉朱工业园员工住宿和相关服务,同时也是该工业园毗邻市镇的总发展商。

Sinohydro是中国国有建筑集团,在58个国家营运。

公司也负责砂拉越的巴贡(Bakun)水力发电项目的建筑工程,目前的合约包括穆仑(Murum)电力项目和乌鲁登嘉楼电力项目的建筑工程。

另一方面,Sinosteel则是中国最大电弧炉、电炉控制系统和变压器制造商之一。

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发表于 2013-2-20 12:01 | 显示全部楼层
投资1.5亿 砂查也马特增洋灰产量
财经新闻 财经  2013-02-19 11:21


(吉隆坡18日讯)砂查也马特(CMSB,2852,主板工业产品股)配合三马拉朱(Samalaju)工业园硅铁合金熔炼厂的联营计划,考虑采用1亿5000万令吉的资本开销,大力提升旗下洋灰业务产量。
根据《Malaysian Reserve》报道,砂查也马特并未透露计划增加的洋灰粉磨产量额,但预计扩展地点将在古晋郊外并比邻现有的洋灰渣块(Clinker)厂。
砂查也马特现有古晋和民都鲁的洋灰厂,每年产量175万吨,超过当地所需。
过去35年,砂查也马特是州内唯一洋灰产商,近期更积极投资扩展和提升产量、服务和物流能力。
州内发展提高需求
不过,这扩展计划反映砂州洋灰市场的基本面转变,集团相信州内城市化和工业发展将推高需求。
砂查也马特董事经理拿督理查卡特透过电邮说:“砂拉越增长带来的机会,驱动集团的增长。砂拉越再生能源走廊(SCORE)旗下工业,以及连带周边基建发展,持续为工业投资机会领航。”
砂州建筑与道路维修服务提高需求,所以,集团旗下的建筑原料和贸易业务势必从中获益,特别是供应洋灰、碎石等建筑材料。
另外,理查卡特也表明,集团目前无意与其他公司联手设立炼铝厂。
砂查也马特去年3月份宣布与力拓(RioTinto)终止联营发展炼铝厂计划。

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发表于 2013-3-4 09:18 | 显示全部楼层
Cahya Mata expects to ride long-term energy-intensive industries in Sarawak

KUALA LUMPUR: Cahya Mata Sarawak Bhd (CMSB) is upbeat about its growth prospects as it expects to ride on Sarawak's advancement, especially that underpinned by the Sarawak Corridor of Renewable Energy (SCORE) initiative.

CMSB group managing director Datuk Richard Curtis told StarBiz that the company was the best proxy investment for the state's growth as it could benefit long-term sustainable energy-intensive industries under Score and the infrastructure required across the state in order to fuel the development.

“Growth (of the company) may accelerate at least as fast as the state, if not faster,” he said.

Being Sarawak's largest and integrated infrastructure conglomerate, he said, the company had an edge due to its local knowledge, experience of running businesses in the state, a good management team and healthy balance sheet.

The country's largest state could emerge as one of the country's top three gross domestic product (GDP) contributors as Score was expected drive the state's GDP up to 10% in 2015 from less than 5% in 2012. Currently, Sarawak's GDP growth contribution is trailing behind Selangor, Johor and Penang.

“We have made appropriate investments and will continue to do that in order to meet that growth demand,” he said.

For the financial year ending Dec 31, 2013 (FY13), he expected its property segment to strengthen further, its cement business to perform better and contribution to come from Samalaju's development.

Last year, its cement production division was dampened by the shutdown of its clinker plant and pressure from cement selling price.

In the coming year, he expected cement prices to stabilise.

It plans to expand its cement manufacturing capacity from the current 1.7 million tonnes per year to 2.7 million tonnes per year, involving a capital expenditure of RM150mil.

He said the company would consider exporting excess of the cement it produced to Kalimantan, Indonesia but noted that meeting domestic demand remained its priority.

It had expanded its quarry facilities. “Another way we are participating in Score is through strategic investment in energy-intensive industries,” he said.

This included a 20% stake in OM Materials (Sarawak) Sdn Bhd for a ferro-alloy smelting plant project, which he deemed a new sustainable source of profits in the long-run for the group.

It had also signed an agreement with Malaysian Phosphate Addictive Sdn Bhd to set up a joint-venture integrated phosphate plant in Bintulu. Its investment in the project was between RM100mil and RM150mil.

He said both parties were still negotiating the terms for this memorandum of understanding and he hoped that the discussion could be concluded in the next three months.

He said the company would adhere to equitable standards that included social and environmental responsibilities while participating in the industrialisation process.

“We are also looking at other investment opportunities but the challenge for us is to make sure that we make wise investment decisions,” he said, adding that it could create synergies for its strategic investments.

Curtis, who is also a director at K&N Kenanga Holdings Bhd, said it had a close working relationship with the investment banking firm, in which CMSB has a 25% stake in.

“We have supported them in the acquisition of ECM Libra Investment Bank Bhd and ING Malaysia's asset management business (ING Funds Bhd). We see potential growth in this business as there is a space in the market for a well-run independent investment bank,” he said. He declined to comment on whether it was looking into other merger and acquisition activities.

“The focus for Kenanga is to make its current acquisition work,” he said.

Market talk was that K&N Kenanga was one of the potential buyers of standalone investment bank Hwang-DBS Investment Bank.

He also said the company was committed to a dividend policy of a 30% payout. For FY12, the payout ratio was 40% which brought the full-year dividend to 17 sen per share.

http://biz.thestar.com.my/news/s ... 34&sec=business

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发表于 2013-3-18 23:00 | 显示全部楼层
再生能源走廊推動‧砂州日光盈利成長強勁
熱股評析  2013-03-18 18:34


(吉隆坡18日訊)砂州日光(CMSB,2852,主板工業產品組)料續受砂拉越再生能源走廊(SCORE)推動,達證券表示,預見該公司在三馬拉如港口投資的基建與產業發展計劃會有顯著的貢獻,成為盈利成長動力。

達證券指出,砂拉越再生能源走廊擬私人投資總額為2千670億令吉,其中291億令吉已獲批准。如今有5家公司共投資了113億令吉,並已開始在三馬拉如動工。

“我們預測該工業區在基礎設施如水電供應與道路設施後,能吸引更多投資者投入發展。"

達證券稱,砂州日光的建材貿易、建築與維修道路業務盈利料維穩,而該公司的熟料廠預期在今年完成升級工作,料可帶動石灰業務的盈利在今年回揚。

此外,達證券認為,該公司今年產業銷售額走高,因該公司放眼今年推出1億2千萬令吉的產業計劃,較去年的5千萬令吉高。

該行說,三馬拉如發展計劃對該公司2012年稅前淨利貢獻為11%,假設進展順利,估計能對2015年之後的盈利帶來顯著改善,因投資在三馬拉如區的能源密集型領域及產業發展將成為公司新的收入來源。

派息方面,砂州日光的派息政策為淨利的30%或每股17仙,周息率則是5.4%。

達證券雖未給予任何評級,但設定目標價為3令吉61仙。(星洲日報/財經)

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发表于 2013-4-9 10:32 | 显示全部楼层
砂州日光落实 兴建冶炼厂工程

April 9, 2013
国内财经
(吉隆坡8日讯)砂州日光(CMSB,2852,工业产品组)宣布执行其砂拉越沙玛拉祖(Samalaju)铁矽(ferro silicon)冶炼厂计划的一揽子工程、采购和承建(EPC)工程合约。


砂州日光今日向交易所报备的文告中表示,上述事项是由旗下联营公司--OM Sarawak私人有限公司所执行。前者是通过旗下独资子公司--沙玛拉祖工业(Samalaju Industries)私人有限公司,持有后者的20%股权。
工程,采购和承建合约的签定,意味着这项计划的策划及准备程序之最后阶段的完成,使这项计划的全方位建筑阶段直接投入运作。

文告中指出,上述合约是与中国水利机构(Sinohydro Corporation Ltd)有限公司以及中国水利机构(马)(Sinohydro Corporation(M))私人有限公司共同签署,而中钢集团吉林机电设备有限公司(Sinosteel Jilin Electro-Mechanical Equipment Co. Ltd)则负责这项计划的建筑和经营活动。

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发表于 2013-4-10 18:52 | 显示全部楼层
洋灰業務轉盈‧砂州日光中期展望向好
熱股評析  2013-04-10 18:30


(吉隆坡10日訊)砂州日光(CMSB,2852,主板工業產品組)洋灰業務有望在2013財政年轉虧為盈,並可改善來年的生產效率,加上持有20%制鋁計劃豐厚回酬可期,產業計劃也料有收獲,中期展望向好。
興業研究表示,日前與砂州日光管理層會面,該公司董事經理拿督理察克蒂斯聲明將致力於提昇在砂拉越與砂拉越再生能源走廊(SCORE)之中的競爭力,並對洋灰、建材、房產與道路維修3大業務作了詳細的說明。
興業研究表示,對該公司洋灰廠及時升級感到鼓舞,並預見石灰業務會在近期內成為公司盈利的主要推手。
“管理層向我們證實洋灰廠目前運作順利,第一季採用率經達60至70%,升級更可提高運作效率,增進2014年的產能。"
興業研究指出,砂州日光洋灰業務在2012財政年虧損2千900萬,但在升級後預料可在今年轉虧為盈,進一步推高集團2013財政年淨利,同時具有潛能分別推高2013與2014財政年的洋灰部門淨利貢獻至47%及50%。
該行表示,受惠於20年的廉價能源,該公司在OM制鋁冶鍊計劃的20%股權能提供豐厚的回酬,估計在2015年始逐漸對集團淨利作出貢獻,而該公司已在上週簽署融資合約以發展第一期的冶鍊計劃。
“我們也看好該公司在Samalaju產業發展的51%股權,涉及建立臨時勞工營及在Semalaju工業區中正快速發展的住宅產業計劃。"
聚焦砂拉越產業計劃
同時,興業指出,砂州日光在砂拉越擁有範圍龐大且賬面值低的地庫,因此非常關注該公司在砂拉越的產業計劃。
該行表示,砂州日光股價以5.8倍本益和0.64倍賬面值比交易,明顯低估,因市場過於關注該公司政治連結的刻板印象,忽略了管理層這數年來的改進、砂拉越洋灰市場壟斷地位、道路維修業務的現金創造能力、以及產業業務的上升空間。
此外,該公司也聲稱,30%派息政策慷慨及擁有穩固的現金狀況。
鑑於在Bandar Baru Semariang地庫的潛在盈利超過之前計入產業業務的價值,同時對道路維修與臨時勞工營業務採取保守估價,興業謹慎設定砂州日光目標價在4令吉21仙,並維持“買進"評級。
合金熔煉晉最後建築階段
另一方面,砂州日光也宣佈,20%聯號公司OM材料公司宣佈已完成三馬拉如(Samalaju)工業區合金熔煉計劃的準備工作,即將進入最後建築階段。
該公司發文告說,有關計劃的工程、採購與建築(EPC)工作已經完成,讓公司可立即展開最後建築工作,預計合金熔煉廠在明年第二季初步投產,並於2015年次季全面生產。(星洲日報/財經)

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