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[公司专区] 5247 Karex 康樂

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发表于 2015-6-1 21:50 | 显示全部楼层
八幗聯軍 八寶冰 : 安全套,用完了嗎?
財經粉紅社29 May 2015 20:44

轉寄 列印 字体:
某次等待記者會開始前,提早到達採訪場合的我就先吃午餐,突然有位攝影師向我打招呼,然后問道:“那天拿的安全套,用完了嗎?”

 我的弱小心臟頓時大跳了一下,心想說,這個攝影師,不會是在開玩笑吧?明知我用不到,竟然還問我用完了嗎?

 我就笑著敷衍回答他:“我用不著咯。”

 “我知道,就是問你派完給同事了嗎?我就一個都還沒用,不知道要怎樣用,派了一些給同事,家里還有整袋。”

 我整個人呆著了,還來不及轉移話題,他繼續說:“以前我覺得安全套是個見不得人的東西,但自從出席公司K的活動后,才發現安全套可用作避孕和預防性傳播疾病傳染,真的可以試下。”

 我只有尷尬點點頭,臉上帶著幾分打趣的微笑。

 眼看這位攝影師轉身要返回座位,我也有同樣念頭之時,他突然拍了另一位攝影師的肩旁問道:“那天拿的安全套,用完了嗎?”

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谢谢分享  发表于 2016-2-17 09:00

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发表于 2015-6-1 22:05 | 显示全部楼层
一般企業會在記者會上以公司產品當作手禮,贈送給記者試用。打個比方說,膠手套公司會送手套,保險套公司會送保險套,一點都不稀奇。

 在記者會上難免會詢問公司對前景的看法,該保險套公司認為,隨著全球越來越重視家庭健康與生育規劃,帶動全球保險套消費每年平均成長7%左右。

 再者,全球提高愛滋病和性病的意識,聯合國愛滋防治計劃(UNAIDS)也顯示出對保險套的重視,可說是領域需求的一大保證,前景自然樂觀。

 談到保險套的需求,該公司高層忽然殺出一句:“我們經常在用”。

 原本記者踴躍發問的現場,卻因為那一句聽起來有些尷尬的話,頓時鴉雀無聲。記者們互相對望偷笑,不發一語了幾分鐘,才繼續發問。

 雖然心里想說叫高層加以解釋那句話,只是此話題確實叫人尷尬,只好各自揣測,那句“我們經常在用”或許表達出市場需求強勁的意思,而不是大家所想的個人使用率。

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谢谢分享  发表于 2016-2-17 09:00

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发表于 2015-6-1 23:29 | 显示全部楼层
有什么意思和尴尬?有老婆要避孕用避孕套咯,有女友不想先上车后补票就带套咯。。。没什么?

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发表于 2015-6-1 23:34 | 显示全部楼层
有什么好尴尬?
哈哈

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发表于 2015-6-2 21:30 | 显示全部楼层
不懂用

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发表于 2015-6-10 21:27 | 显示全部楼层

许多人有一种这样的想法:要在股市赚钱,必须具备特殊的才干。

“特殊的才干”,通常是指拥有很高的学历或是才高八斗。

一般人认为具备这个条件,在股票投资上占尽优势。

实际上,拥有高学历的人,在股票投资上的成功率,并不会比一般人高。

理由是:股票投资要成功,“修养”才是最重要的,知识或学识属于次要。

所谓“修养”,是指正确的观念,坚靭不拔的精神,恒毅的耐心,平稳的心智等等,没有这些素质,即使学问再好,也难在股市有所作为。

知识,包括对股市及个别上市公司的认识,当然也是重要的,没有知识,叫做“无知”,无知的投资作法,等于“盲撞”,当然险象环生。

但是,知识无论怎样丰富,如果没有“修养”作为引导,也无用武之地。这就是高学历的投资者,在股市的表现,往往反而不如学历较低者的原因。

故高学历未必在股市中占优势。

修养
但是,高学历者若加上“修养”,在股市中肯定占尽优势。

知识可以购买,你可以订阅股票分析专刊、报纸、杂志,可以购买图表,但是“修养”是金钱买不到的,必须靠自己去“修”去“养”才能得到,例如耐心,你无法买到,惟一的方法是下决心去“培养”。

如果你全力追求知识,完全不理“修养”,你是舍本逐末,我可以预言,你无论怎样努力,最终必然徒劳无功。

而在“修养”中,最重要的一项是学习做一个正常人。

“正常人”就是按常理常情行事的人。

做“正常人”也要学习吗?

是的,最低限度在股市做正常人,必须学习才能做到的。

正常人的反应是东西越贵越不想买,越便宜越想买。

所以,百货公司大减价时,人头汹涌,汽油涨价前夕,油站车辆排长龙。

汽油涨价之后,车辆排长龙抢着“加油”的情况如果出现,就是属于“怪现象”。

“怪现象”是不正常的,正常的现象不能称为“怪现象”。

但在股市中,怪现象永远存在。

因为永远存在,大家反而见怪不怪了。

当股价昂贵时,人们大买特买,股价低廉时,却无人问津。

这是不是“怪现象”?

怪现象都是不正常的,只有不正常的人才会去做。

股市中不正常的人太多了。

要在股市成功,其实很简单:做个正常人就行了。

正常人所做的是正常的行为,百货公司大减价时大买,是正常的。

同样的,股价低廉时大买股票,才是正常,跌得越低买得越多,是更正常。

惟一要注意的,是只买品质好的货物,如果品质低劣,即使再便宜也不买。

这才是正常人的行为——这才是合理的行为。

坚持只做正常人吧!

现在就是正常人买股的时候了。

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谢谢分享  发表于 2016-2-17 09:00

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发表于 2015-6-15 21:40 | 显示全部楼层
与欧零售连锁合作 康乐生产‘私人品牌’ 二零一五年六月十五日 晚上七时二十二分





(吉隆坡15日讯)全世界最大保险套制造商康乐有限公司(KAREX,5247,消费产品组),放眼与欧元区当地已建立零售连锁,包括霸级市场、超级市场或药剂商合作,以它们各自的品牌生产保险套。
康乐首席执行员吴铭杰表示,该集团已经于4月4日设立跳板,透过康乐在香港子公司康乐环球有限公司,收购位于西班牙的空壳公司Powelton公司。
他补充:“随着这项收购,Powelton公司已易名为康乐欧洲私人有限公司,成为该集团的一个平台,以服务其于欧洲的市场据点。”
吴铭杰透露,康乐已经设立一个团队以探讨欧洲市场,它现正与数家公司洽商,以落实它们本身的‘私人品牌’。
“我们还没有鉴定任何目标。我们的欧洲团队正在与数名潜在业者谈商。”
欧元区自2009年以来陷入一场主权债务危机,但吴铭杰仍然看好,并表示该集团有信心它将从这个状况中受惠。
“是的,我们必须将从中受惠。随着欧元区金融危机,人民对产品的价格更加谨慎。之前人民都是‘以品牌为中心’,并且不会购买‘廉价’的商品。”
“因此,我们认为与当地著名品牌,如霸级市场连锁特易购和药剂商如屈臣氏或Guardian等联手,以在它们的品牌下推介保险套。”
吴铭杰称,欧洲是一个相当成熟市场,人民都已了解保险套的重要性。
他指出:“无论是有品牌或无品牌保险套,如果自产品牌可节省2或3元,他们将会选择。”
一旦证明成功,吴铭杰称,该集团将复制同样的商业模式到中东和非洲市场。
“非洲的需求稳定成长中,当地人民现在更加乐意花费,因当地对预防爱滋病的意识已经开始加强。”
制造保险套供应逾110个国家的康乐,看到其原厂品牌制造部门,或拥有本身品牌保险套,在截至2014年6月30日止财政年贡献了集团的8%收支,而其余92%则是来自其原厂设备制造部门。
原厂品牌制造的贡献增长,主要是包含了Global Protection机构的ONE品牌保险套,后者主要分销到美国。康乐是于2014年斥资660万美元购入Global Protection机构,成为旗下的55%子公司。
该集团放眼原厂品牌制造收益贡献将在2020年扩大到20%。
它所拥有的其他自产品牌还有Carex和Inno,康乐计划平衡在各个现有市场的据点,建立其本身品牌的长期持续能力。这项计划将让该集团于未来3年拨出至少1亿令吉以作为资本开销。
另外,康乐也探讨透过合并与收购形式,扩充其品牌据点,这将促使该集团入主拥有显著品牌或良好制造产能的公司。
吴铭杰透露:“我们正与数名业者商讨,以建立联营或合伙,但目前还没有任何定案。”http://www.kwongwah.com.my/news/2015/06/15/97.html


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谢谢分享  发表于 2016-2-17 09:00

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发表于 2015-6-16 21:25 | 显示全部楼层
本帖最后由 神经病 于 2015-6-17 20:32 编辑

永远支持你,继续努力,防跌,防震,防火,防爆,最重要还防毒

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发表于 2015-7-27 18:18 | 显示全部楼层

TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) : NON RELATED PARTY TRANSACTIONS Karex Berhad ("Karex" or "the Company") - Update status of Proposed Acquisition of Two pieces of Land located in Mukim Api-Api, District Pontian, Johor by Karex Industries Sdn Bhd for a total cash consideration of RM14,800,000.00 (Proposed Acquisition).
KAREX BERHAD

TypeAnnouncement
SubjectTRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
                                NON RELATED PARTY TRANSACTIONS
DescriptionKarex Berhad ("Karex" or "the Company") - Update status of Proposed Acquisition of Two pieces of Land located in Mukim Api-Api, District Pontian, Johor by Karex Industries Sdn Bhd for a total cash consideration of RM14,800,000.00 (Proposed Acquisition).
We refer to the Company's announcements dated 31 March 2015 and 2 April 2015 in relation to the Proposed Acquisition of Two (2) pieces of Land located in Mukim Api-Api, District Pontian, Johor by Karex Industries Sdn Bhd, a wholly-owned subsidiary of Karex for a total cash consideration of RM14,800,000.00 ("Announcements"). Unless otherwise stated, the abbreviations used in this announcement shall have the same meanings as defined in the Announcements.
The Board of Directors of Karex wishes to announce that the Proposed Acquisition has been completed today.
This announcement is dated 27 July 2015.

                                             






Announcement Info
Company Name                                                                         KAREX BERHAD                                                         
Stock Name KAREX
Date Announced27 Jul 2015
CategoryGeneral Announcement for PLC
Reference NumberGA1-27072015-00062


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谢谢分享  发表于 2016-2-17 09:00

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发表于 2015-7-28 17:35 | 显示全部楼层
令吉兑美元走弱 康乐全日上涨7.8%

By Gho Chee Yuan  / theedgemarkets.com   | July 28, 2015 : 5:18 PM MYT   

(吉隆坡28日讯)归功于令吉兑美元走软,以出口为主的保险套制造商康乐(Karex Bhd ( Financial Dashboard))全日上涨26仙,成为大马交易所今日的最大上升股。

闭市时,康乐(基本面:- ;估值:-)起26仙或7.8%,收报于3.59令吉,全日成交量为117万4900股,这也是康乐自2013年11月6日上市以来的最高股价水平(1.85令吉)。

在截稿前,令吉兑美元走弱至3.8145的水平,低于去年的最高水平3.14。

一名抽佣经纪向theedgemarkets.com透露:“投资者正密切关注以出口为主的股项,像是家具和橡胶领域的股项。他们认为,这些股项将受惠于美元走强。”

在考量康乐的业绩表现后,分析员表示,康乐股价上涨主要因为基本面强劲。

截至今年3月杪的财年,康乐首三季净赚4259万令吉,上财年同期净利仅为2238万令吉;营业额则由上财年的1亿5679万令吉,提高至2亿1853万令吉。

分析员说:“该公司的前景和基本面保持不变。”

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谢谢分享  发表于 2016-2-17 09:01

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发表于 2015-7-28 18:05 | 显示全部楼层
子公司完成購地 康樂一度漲25仙


財經股市28 Jul 2015 17:34

 (吉隆坡28日訊)康樂(KAREX,5247,主要板消費)子公司完成購地,利好帶動該股高漲25仙或7.5%至3.58令吉。

 康樂今日開盤時,平盤報3.33令吉,但隨后就節節走高。休市時,該股起19仙至3.52令吉,半日易手53萬6200股。

 午盤間,該股高漲25仙或7.5%,報3.58令吉。截至4時30分,該股起24仙至3.57令吉,成交量95萬200股,為十大上升股之一。

 根據早前報導,康樂與Tropical Produce有限公司簽署買賣協議,以1480萬令吉,收購柔佛笨珍4.53公頃土地。該土地原本是康樂以租借方式使用,租賃協議原于今年10月底到期。隨著收購完成,雙方租賃協議也將結束。

 康樂指出,這項收購活動料可為公司省下37萬6800令吉年租金。http://www.chinapress.com.my/node/641457

点评

谢谢分享  发表于 2016-2-17 09:01

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发表于 2015-7-28 21:52 | 显示全部楼层
很后悔3.2的时候卖了他
来自安卓手机客户端

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发表于 2015-7-28 22:02 | 显示全部楼层
想问下CARE LATEX保险套又是那家挂牌公司生产的?

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发表于 2015-7-29 10:36 | 显示全部楼层
美元升值激励出口股 康乐大热创新高 2015-07-29 08:17




(吉隆坡28日讯)因美元升值,带动保险套出口制造商康乐(KAREX,5247,主板消费产品股)股价,今日一度涨至3.6令吉的新高,更是全场最大上升股。
由于美元不断走强,投资者特别青睐出口股,激励康乐股价。
该股今日以3.33令吉开市后,受到股友热烈追捧,盘中一度涨8.11%或27仙,至3.6令吉,成为3个月以来股价最高。
值得注意的是,康乐在4月16日以每2股送1股红股比例,发送高达2亿2280万新股给股东,股价也随之被稀释。
闭市时,该股报3.59令吉,涨7.81%或26仙,成交量为117万4900股,全场涨幅最大。http://www.nanyang.com/node/714338?tid=462




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谢谢分享  发表于 2016-2-17 09:01

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发表于 2015-7-29 11:21 | 显示全部楼层
上升股 康乐阻力RM3.80 2015-07-29 11:04




康乐(KAREX,5247,主板消费产品股)的日线交投趋势,划出一段上升趋势,闭市以3.59令吉报收,按日涨26仙或7.81%。
短期上升阻力,或会处于3.60至3.80令吉水平。http://www.nanyang.com/node/714418?tid=462




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谢谢分享  发表于 2016-2-17 09:01

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发表于 2015-7-29 17:09 | 显示全部楼层
快啊,要射了,
穿上它安全的向上射啊

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发表于 2015-7-29 17:15 | 显示全部楼层
提示: 作者被禁止或删除 内容自动屏蔽

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发表于 2015-8-1 15:41 | 显示全部楼层
How far can Karex stretch?

1 August 2015

Analysts say M&A activity can be a catalyst for the condom maker

KAREX Bhd is looking for more growth avenues to strengthen its positioning in the condom industry, despite it already being the world’s largest condom manufacturer.

But market observers are questioning if the company’s valuations are stretched and how much farther it can go, considering the stock now trades on a price-earnings (PE) multiple of 46 times its earnings.

In comparison, Australian condom maker Ansell Ltd trades at a PE of 43 times, while London-based Reckitt Benckiser Group Plc is hovering around 28 times while Japanese Okamoto Industries Ltd trades at 19 times its earnings.

But Karex is different from these peers, as it is a pure condom manufacturer, while Ansell also sells a wide range of hand and arm protection solutions and clothing.

Reckitt Benckiser, which markets the popular Durex condoms, has a variety of other products and brands under its sleeve, including the medicated lozenges Strepsils, disinfectant cleaner Dettol, and home care products like Air Wick and Vanish.

As an original equipment maker, Karex manufactures for commercial customers such as Durex and LifeStyles, among others.

Goh: ‘There are lot more fun ideas out there in the market and we think we can leverage on those brands.'
However it is also growing its own brand manufacturing (OBM) segment, which are products that it makes and markets itself.

“Everyone has been looking at us from a pure manufacturer play but I think once we are our own brand that’s where the true value of Karex will be seen,” says chief executive officer Goh Miah Kiat.

On Tuesday, Karex’s share price gained 7.8% from the previous day, recording an all-time high at RM3.60 before it closed the day at RM3.59. It has since come down, settling at RM3.48 yesterday.

The company has been reaping benefits from the stronger US dollar as its products are sold in that currency. However, Goh admits that the strength of the dollar has affected some of its non-US based clients. The impact is not so severe as these clients may just hold back or delay their orders, rather than cancel them.

Analysts, however, say the company’s aggressive expansion plan, to have a capacity of five billion pieces by end-2015, six billion by end-2016 and seven billion by end-2017, has already been priced in, indicating that current valuations are rich.

In addition, since its initial public offering (IPO) exercise in November 2013 which priced its shares at RM1.85 each, the company has already gone through two rounds of bonus issues.

However, merger and acquisition activity could act as a catalyst for Karex, analysts say.

The second phase

Goh has hinted at further M&As since Karex acquired a 55% stake in US-based Global Protection Corp last October.

Although he says the company has several targets in mind, it is important to make sure the strategies and outlook between parties are aligned.

“What Karex is doing now is laying the foundations for the second phase. It’s a very critical moment right now to make sure the acquisitions are something that will be in line with our long-term strategy,” he tells StarBizWeek.

Karex is sitting on a cash pile of RM219mil, and is on the lookout for a combination of both brand owners and manufacturers to help it fortify its position as the No.1 condom player in the world.

“We are looking at more brands to consolidate into our brand. There are lot more fun ideas out there in the market and we think we can leverage on those brands. We are also looking at condom distributors. And also manufacturers that produce products that we can’t produce,” he adds.

Some of the developments within the condom industry, such as products made out of synthetic material, could take between 10 and 20 years to develop the technology for a product before it is introduced into the market.

Karex will be launching its polyisoprene condoms by the end of the year, a product which has been in the research and development (R&D) stage for at least seven to eight years.

“If you start looking at some new products today, it would probably take you more than 10 years if you’re lucky. Definitely we would like to cut that time short,” he says.

Goh says the company will make an announcement on this in the “near horizon”.

Karex’s “second phase” involves the company developing its people as well as increasing staff count, from its current base of 2,400.

The company will be shifting its focus towards branding and innovation. “There is a lot more innovation that can happen in condoms. The technology to make condoms has been around for 100 years. But people’s expectation from a condom is different. They want to feel different,” he says, adding that Karex will be making more investments into R&D.

The ONE

The company’s partnership with Global Protection gives it the right to distribute the ONE brand condoms in South-East Asia, China, Hong Kong, Taiwan, North Africa, Middle East, Australia, New Zealand, Japan and South Korea.

Karex plans to launch the ONE brand, known for its circular packaging and artistic designs, in Malaysia and Singapore on World Aids Day which falls on Dec 1.

So far, the ONE brand is contributing about 10% to Karex’ sales, and has increased its OBM contribution to 7% from 4% previously. Goh expects the OBM segment to grow by at least 20% in the next five years.

Also, Karex’s new manufacturing plant in Thailand is at the final stages of completion, which will complement its existing plants in Klang and Pontian, Johor.

The new plant in Hadyai, Thailand, which will be the first “green” condom factory in the world, will be certified as either gold or silver under leadership in energy and environmental design standards, a standard certification for green buildings.

The new plant will give the group an additional 50% of new capacity.

Meanwhile, the upgrading of its plant in Pontian is expected to be completed by the end of next year.

Karex is looking to grow its intimate lubricants business as according to Goh, there is growing demand from government-funded HIV/AIDS prevention and family-planning programmes.

“We started the lubricant business more than 10 years ago. Barriers of entry today are higher because regulations for these products are increasing. Notably, the size of the lubricants business in the world is already half the size of the condom business in value,” says Goh.

The company recently acquired a Spanish shell company listed on the Hong Kong Exchange. Renamed as Karex Europe Pte S.L., Goh says the rationale for the acquisition is to expand its presence in European markets.

“We have been trying to get further into the European market but it has been difficult. It hasn’t been doing as well as the rest of the world for us. Europeans prefer to deal with you if you’re somewhere in Europe,” he says.

He adds that there are lots of opportunities for Karex to work with supermarkets and pharmacies there which prefer to use their own brands. The European market only contributes around 8% of Karex’ revenue.

“Europeans may not necessarily want to buy cheaper products. They are an educated and developed society and they understand that condoms are a medical device. In that sense, Malaysians are more brand loyal compared with them,” says Goh.

source:http://www.thestar.com.my/Busine ... -stretch/?style=biz

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谢谢分享  发表于 2016-2-17 09:01
Thanks for Sharing.  发表于 2015-8-1 22:31

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发表于 2015-8-11 19:41 | 显示全部楼层
RM3.30 BUY IN .

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Good...  发表于 2015-8-11 21:52

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发表于 2015-8-12 19:12 | 显示全部楼层

TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) : NON RELATED PARTY TRANSACTIONS PROPOSED ACQUISITION OF 100% EQUITY INTEREST IN MEDICAL-LATEX (DUA) SDN. BHD. ("MLD") FROM BEIERSDORF AKTIENGESELLSCHAFT ("VENDOR") FOR A CASH CONSIDERATION OF RM13 MILLION
KAREX BERHAD

TypeAnnouncement
SubjectTRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
                                NON RELATED PARTY TRANSACTIONS
DescriptionPROPOSED ACQUISITION OF 100% EQUITY INTEREST IN MEDICAL-LATEX (DUA) SDN. BHD. ("MLD") FROM BEIERSDORF AKTIENGESELLSCHAFT ("VENDOR") FOR A CASH CONSIDERATION OF RM13 MILLION
The Board of Directors ("Board") of Karex Berhad ("Karex") wishes to announce that Karex had on 12 August 2015 entered into a conditional share purchase agreement ("SPA") with the Vendor for the purpose of pursuing the proposed acquisition of 100% of the issued and paid-up share capital in MLD from the Vendor ("Proposed Acquisition").
Please refer to the attachment for the full announcement.
This announcement is dated 12 August 2015.
                                             




                            Please refer attachment below.                        
Attachments
                                                Karex - MLD SPA.pdf                                             
287.3 kB                                         



Announcement Info
Company Name                                                                         KAREX BERHAD                                                         
Stock Name KAREX
Date Announced12 Aug 2015
CategoryGeneral Announcement for PLC
Reference NumberGA1-12082015-00067


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谢谢分享  发表于 2016-2-17 09:01

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