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[公司专区] 5148 UEMS UEM阳光

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x 52
发表于 2011-11-16 18:46 | 显示全部楼层
UEM Group-EPF to waive PLUS’s RM2.9b compensation, toll freeze until 2015      

KUALA LUMPUR (Nov 16): The UEM Group Bhd and the Employees Provident Fund Board (EPF), which are taking over PLUS EXPRESSWAYS BHD [], have agreed that the toll freeze to continue until 2015.

They said in a statement on Wednesday there would be no compensation while they have agreed to waive PLUS’ current outstanding compensation balance totalling RM2.9 billion.

They added that no compensation will be accorded to PLUS for the five years toll freeze, which would otherwise cost the government an additional RM3.6 billion.

The toll freeze will continue until 2015 and there will be no toll hike on four expressways until 2015. The four expressways are – North South Expressway (NSE), NSE Central Link, Malaysia-Singapore Second Crossing (Linkedua), and the Butterworth-Kulim Expressway (BKE).

They said these were the balanced revised terms of supplementary toll concession agreements on five expressways operated by PLUS and Penang Bridge Sdn Bhd.

Following negotiations with the government, both parties have agreed on the revised terms that are considered fair to the Government, users of PLUS’s expressways and Penang Bridge, rakyat in general and the capital markets.

They said there would also be cuts in toll rate increase. Starting 2016, toll rate increase on the four expressways will be fixed at 5% every three years, while the toll rate for Penang Bridge will remain as per current charges (for example, RM7 for Class 2 vehicles) until the end of the concession period.

http://www.theedgemalaysia.com/b ... eze-until-2015.html

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x 52
发表于 2011-11-17 19:13 | 显示全部楼层
UEM, EPF and govt strike a deal     

KUALA LUMPUR: Toll rates on several expressways will increase by smaller amounts from 2016, once the proposed takeover of PLUS Expressways Bhd by UEM Group Bhd and the Employees Provident Fund Board (EPF) materialises.

At the same time, the concession period for several expressways will be extended.

This is in broad strokes the conclusion of the negotiations between the government and UEM and the EPF.

The hike in the toll rate for the North South Expressway (NSE), NSE Central Link (ELITE), Malaysia-Singapore Second Crossing (Linkedua),and Butterworth-Kulim Expressway (BKE) will be reduced and fixed at 5%. The first increase will take place in 2016 and revisions will be done every three years. Rates for the Penang Bridge will remain until expiry of the concession agreement.

The expiry date of all five concessions will be standardised at Dec 31, 2038, together with the NSE  and Linkedua, without further extensions. The duration of the concession for ELITE was originally till 2030, BKE (2026) and the Penang Bridge  till 2021.  

To reduce the financial burden on the government, UEM and EPF have agreed to waive the outstanding balance of compensation to PLUS of RM2.9 billion as at Dec 31 last year, besides another RM3.6 billion in compensation for the five-year toll rate hike freeze between 2011 and 2015.

Prime Minister Datuk Seri Najib Razak announced the freeze on toll rates for four expressways -- NSE, ELITE, Linkedua, and BKE, last year.

Under the current toll structure, rates at the NSE, ELITE and Penang Bridge are revised  upwards by 10% every three years, while the BKE toll hike is 15% to 25% every five years and Linkedua’s rates are revised upwards by 25% within a similar time frame.


EPF capital market department head Rohaya Mohammad Yusof (left) and UEM Group Bhd group managing director and CEO Datuk Izzaddin Idris shake hands at the conclusion of negotiations on the government proposed acquisition of the assets and liabilities of PLUS Expressways Bhd.
PLUS owns and operates 973km of highways across Malaysia, stretching from the Thai border to Singapore. The company’s portfolio also includes the New Klang Valley Expressway, Federal Highway Route 2, and Seremban-Port Dickson Highway.

Datuk Izzadin Idris, UEM group managing director and CEO, told a news conference at the end of negotiations with the government that the decisions represent  a “milestone” and a win-win deal for all interested parties.

Izzadin said the reduction in the toll hike will benefit the man in the street and at the same time ensure that PLUS has sufficient cash flow to finance its capital needs. The money is crucial  for the maintenance of its infrastructure which amounts some RM800 million annually.

“We have to maintain about 4,000 slopes along the NSE. We are preserving the NSE, a key national asset that forms the backbone of Peninsular Malaysia’s road infrastructure.

“Collection from the modest increase in toll rates [post-2016] and the limited extension will allow us to maintain the current standard of roads and services,” Izzadin said, adding that the decision to waive the compensation for PLUS will strengthen the government’s balance sheet.

Rohaya Mohammad Yusof, who heads the EPF’s capital market department, said the pension fund hopes to achieve an internal rate of return of at least 10% from its investment in PLUS. This translates into a dividend yield of 5% to 6% from its investment in the highway operator.

In October 2010, UEM and EPF made a joint offer to acquire the business and undertakings of PLUS, including its entire assets and liabilities for RM23 billion or RM4.60 a share. The yet-to-be completed exercise is being undertaken via PLUS Malaysia Sdn Bhd in which UEM holds 51% and the EPF 49% equity interest.

UEM, a wholly-owned subsidiary of state-owned investment arm Khazanah Nasional Bhd, currently owns 38.5% of PLUS. The EPF has a 12.4% stake in the highway operator.

In December 2010, PLUS grabbed headlines again when it received a rival offer of RM5.20 a share from Jelas Ulung Sdn Bhd. The directors of Jelas Ulung -- Ibrahim Mohd Zain and Ghazali Mat Ariff -- had reportedly obtained financing from BOCI Asia Ltd, a unit of Bank of China Ltd to fund its proposed takeover.

In January 2011, PLUS decided to accept the offer from UEM and the EPF after the acquirers paid a RM50 million cash deposit. Jelas Ulung’s offer was rejected as the offerer’s  proposal failed to comply with the conditions announced by PLUS.

PLUS shareholders approved the UEM/EPF offer at an adjourned EGM a month later.

Under the exercise, the businesses of PLUS’ concession companies -- Projek Lebuhraya Utara-Selatan Bhd, ELITE, Linkedua and Konsortium Lebuhraya Butterworth-Kulim will be transferred by way of novation to  Projek Lebuhraya Usahasama Bhd, a special purpose company wholly owned by PLUS Malaysia.  

PLUS Malaysia will also acquire Penang Bridge Sdn Bhd under the proposed takeover.

Having finalised the revised concession agreements with the government, PLUS will proceed with the distribution of its cash to shareholders via a proposed special dividend and selective capital reduction. Apart from the acquisition price of RM4.60 a share, the company will pay an additional dividend of 2.13 sen a share to shareholders, translating into a total payout of RM106.6 million.

PLUS will be subsequently be delisted. Izzadin said there are “no plans at this stage” to relist the company in the future.

With the exit of PLUS from the equities market, he said investors can still participate in the company’s growth story by subscribing to new bonds issued by the firm. He did not elaborate, only indicating that the company is looking at selling up to RM33 billion worth of bonds to finance its capital needs.

Bloomberg, quoting sources, reported that PLUS is planning to issue RM30 billion worth of Islamic bonds to finance its expansion plans under the company’s new shareholders. It was reported that the debt instruments may be issued either at the end of this year or early next year.

http://www.theedgemalaysia.com/i ... -strike-a-deal.html

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发表于 2011-11-24 17:58 | 显示全部楼层
Company Name
:
UEM LAND HOLDINGS BERHAD  
Stock Name
:
UEMLAND  
Date Announced
:
24/11/2011
Financial Year End
:
31/12/2011
Quarter
:
3
Quarterly report for the financial period ended
:
30/09/2011
The figures
:
have not been audited


Currency
:
Malaysian Ringgit (MYR)

SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2011

INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/09/2011
30/09/2010
30/09/2011
30/09/2010
$$'000
$$'000
$$'000
$$'000
1Revenue
408,282
65,674
1,105,370
193,376
2Profit/(loss) before tax
67,430
14,002
199,778
59,238
3Profit/(loss) for the period
55,125
16,498
161,522
60,293
4Profit/(loss) attributable to ordinary equity holders of the parent
54,610
15,688
161,150
59,176
5Basic earnings/(loss) per share (Subunit)
1.31
0.43
3.91
1.90
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 ($$)
1.0900
0.7400

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x 123
发表于 2011-11-25 18:20 | 显示全部楼层
銷售走強‧陽光貢獻‧UEM置地第三季淨利漲2.5倍
大馬財經業績出爐 2011-11-25 11:39

  (吉隆坡24日訊)UEM置地(UEMLAND,5148,主板產業組)受土地發展計劃銷售走強和陽光業績整合貢獻帶動,截至2011年9月30日止第三季淨利按年暴漲248.10%至5千461萬令吉,推動9個月淨利激增172.32%至1億6千115萬令吉。

第三季營業額走勢更為卓越,猛漲521.68%至4億零828萬2千令吉;9個月營業額也因此被推高至11億零537萬令吉,躍升471.61%。

董事部透過文告表示,完成整合後,陽光已開始在第三季作出貢獻,而且南部工業物流園區(SiLC)和其他直接發展計劃銷售增強,帶動未入賬銷售走揚至11億7千313萬令吉。(星洲日報/財經)

http://biz.sinchew-i.com/node/54224

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x 52
发表于 2011-12-7 18:19 | 显示全部楼层
CIMB Research has technical sell on UEM Land at RM2.16

KUALA LUMPUR (Dec 7): CIMB Equities Research has a technical sell on UEM Land Holdings at RM2.16 at which it is trading at a FY13 price-to-earnings 23.5 times and price-to-book value of 2.0 times.

It said on Wednesday UEM Land has been gyrating in a diagonal triangle pattern for the past few weeks.

“Looking at the chart, it seems that the rebound from its September’s low may have exhausted.

“Selling pressure should accelerate once the candles slip below its 30-day SMA, which is now at RM2.14. The next downleg will drag prices towards RM2.06 and RM1.91. Meanwhile, resistance is at RM2.22-RM2.30.Put a buy stop at RM2.38,” it said.

CIMB Research said the tndicators are showing signs of exhaustion. MACD histogram bars have slipped into the red while RSI has hooked downward.

http://www.theedgemalaysia.com/b ... -land-at-rm216.html

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发表于 2011-12-16 23:38 | 显示全部楼层
最近要大選了~
且這個屬於政府的~
有沒有可能借世超這隻股呢?

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x 1
发表于 2011-12-18 00:23 | 显示全部楼层
這股怎麼看呢?

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x 1
发表于 2011-12-22 17:18 | 显示全部楼层
這股這幾天還蠻活躍的,有什麽看法?

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x 1
发表于 2011-12-24 11:43 | 显示全部楼层
這股有什麽看法呢?

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x 0
发表于 2012-1-7 01:10 | 显示全部楼层
下星期来炒这只了吧!大家注意哦!!!!!

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发表于 2012-1-7 15:09 | 显示全部楼层
我也觉得要开始了。。。

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发表于 2012-1-7 17:33 | 显示全部楼层
最近建筑产业好像没什么活力...

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x 0
发表于 2012-1-7 17:46 | 显示全部楼层
是央行控制着  银行不再乱放贷

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发表于 2012-1-10 18:46 | 显示全部楼层
最近UEMLAND的新闻不断哦。而且价钱也低了一些日子,看来有望回升到2.5-2。6 的价位哦。

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发表于 2012-1-10 19:41 | 显示全部楼层
成你贵言啦!!

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x 472
发表于 2012-1-10 23:05 | 显示全部楼层
UEM置地產業銷售可達30億

(吉隆坡10日訊)UEM置地(UEMLAND,5148,主板產業股)冀望在2012財政年的產業銷售將能達到30億令吉的目標,超越去年同期的20億令吉銷售額。

UEM置地董事經理兼首席執行員拿督旺阿都拉表示,30億令吉的產業銷售目標,是已把去年初完成收購的陽光公司發展項目納入考量。UEM置地在2011年全年產業銷售為20億令吉。

這意味著,今年的產業銷售目標將是按年增長50%。旺阿都拉續稱,根據UEM置地往年的記錄,該公司都成功達到目標,因此今年他們絕對有信心能取得上述的亮眼銷售成績。

同時,旺阿都拉表示,UEM置地將在今年推出發展總值高達55億令吉的產業項目,主要發展地區為柔佛、吉隆坡滿家樂、雪州加影及萬宜等。

競標前聯合利華地段發展計劃

與此同時,早前土著地產投資有限公司(PHB)已證實,UEM置地已針對其孟沙前聯合利華的7.6公頃地段發展計劃提交競標書。對此,旺阿都拉指出,UEM置地確實是入圍的三家企業之一,但對於競標成績公佈的期限表示不知情。

上述地段的發展總值估計將達50億令吉。除了UEM置地,馬星集團(MAHSING,8583,主板產業股)及置地通用(L&G,3174,主板產業股)也已向土著地產投資有限公司呈交競標書。

旺阿都拉今日在UEM置地與美迪尼保安服務有限公司簽署提升柔佛努沙再也(Nusajaya)治安與保安的合資協議後,向媒體發表談話。美迪尼保安服務是柔佛依斯干達投資機構(IIB)屬下的子公司。

旺阿都拉表示,針對該項協議,該公司撥出400萬令吉的資本開支及800萬令吉的營運資金,作為提升該地區的保安系統與環境。

http://www2.orientaldaily.com.my ... Ush0JOp15NG1mvw1pKp

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x 472
发表于 2012-1-11 14:58 | 显示全部楼层
推出55億房產計劃
UEM置地放眼30億銷售

大馬 2012-01-11 13:33

依斯干達投資機構首席執行員拿督賽莫哈末(左3)與拿督萬阿都拉(右4)簽約後,與輔警合照。(圖:星洲日報)
(吉隆坡10日訊)UEM置地(UEMLAND,5148,主板產業組)已在上財政年達到20億令吉產業銷售目標,現財政年將推出55億令吉產業計劃,放眼30億令吉銷售目標。

董事經理兼首席執行員拿督萬阿都拉受詢及上財政年全年業績時說,公司已達致上財政年訂下的銷售目標,而現財政年的目標是全國性的計劃,也包括前陽光(SUNRISE)之計劃。區域包括柔佛、滿家樂、萬宜、加影等。該公司財政年是於12月杪截止。

加強努沙再也保安水平

他今日出席該公司與MEDINI保安服務簽約,以加強努沙再也保安水平後說,迄今,努沙再也區內建約1萬1千屋子,UEM置地則從2006年起售3千500O單位,高檔計劃如WATER FRONT有7O%外國人購置,而努沙IDAMAN則因國內人士需求殷切達98%,平均售出率達85%。

他說,U E M置地作為努沙再也主要發展商,採取主動努力主要是消除投資人士對該區的既有印象。

提到前利華兄弟的7.6公頃發展計劃是否有著落時,他說,該公司已受圈定發展,相信不久將會受邀提供計劃詳情。預料推展的產業計劃為綜合產業計劃。

該計劃就座落在孟沙路與MAAROF路交界,原為鐵道局資產機構(PAK)所有,後來持有權轉到土著地產機構(PHB),預料有關計劃由誰發展將於今年上半年公佈。

他強調,安全問題一直題一直是人們關注的課題,而且第九大馬計劃期間聯邦政府已多撥款改善問題,但作為負責任發展商,該公司今年主動投下400萬令吉資本開銷加強保安,包括購買巡邏車、通訊系統等。至於營運費也是400萬令吉,因此首年800萬令吉。

指派20輔警巡邏

目前已派20輔警至努沙再也,他相信在治安水平提高後可提昇營業額,明年則會裝置閉路電視在努沙再也環路(策略地點),進一步監察治安情況。努沙再也的面積,約等於6個首邦市的SIME UEP。

他說,該公司已於2008年推展努沙再也保安藍本,這是通過通用電器(GE)和另一家澳洲保安諮詢公司負責,但為了使利益相關者更放心,努沙再也須有保安人員的出現。(星洲日報/財經)

http://biz.sinchew-i.com/node/55803?tid=6

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发表于 2012-1-17 18:25 | 显示全部楼层
EPF看来已经卖得够了吧,应该会开始买回了。希望这两个星期股价会回升到2.60-2。70 吧!

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发表于 2012-2-16 15:19 | 显示全部楼层
2.30还可以买吗??

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发表于 2012-2-17 00:05 | 显示全部楼层
依我看还好吧。但莫在以2.27下哦!

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