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楼主: Ray88

[公司专区] 8869 PMETAL 齊力工業

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发表于 2014-1-8 14:48 | 显示全部楼层
齐力 转换债券省利息  2014-01-08 13:59
  




目标价:3.07令吉

最新进展

齐力(PMETAL,8869,主板工业产品股)大股东宣布提早转换赎回可转换有担保债券股(RCSLS),并寻求豁免触动强制献购。

行家建议

齐力在马交所宣布,大股东-Alpha Milestone有限公司以及相关人士有意转规模高达2亿3300万令吉的可赎回可转换有担保债券股。

在完成转换后,大股东和相关人士持股率从目前42.8%,最高将达52.7%。

我们正面看待这项举动,因将有助于减低负债率,并节省利息支付。根据我们预测,齐力负债率将降0.1倍,核心每股盈利则将稀释17%。

早前,齐力脱售民都鲁厂房20%股权于日本住友商事株式会社(Sumitomo),有助于将负债率降至1.2倍。

在该公司民都鲁厂房即将完全投入生产,以及木胶(Mukah)厂房开始投厂下,我们预计齐力今年的核心盈利将按年增长65%。

我们维持对该股“买进”看法,以及3.07令吉目标价格。


大马研究

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发表于 2014-1-10 18:39 | 显示全部楼层
OTHERS PRESS METAL BERHAD (“PMB” OR “COMPANY”)  PROPOSED EXEMPTION TO ALPHA MILESTONE SDN BHD (“AMSB”) AND PERSONS ACTING-IN-CONCERT WITH AMSB (“PACs”) UNDER SECTION 219 OF THE CAPITAL MARKETS AND SERVICES ACT, 2007 AND PRACTICE NOTE 9 PARAGRAPH 16.1 (C) OF THE MALAYSIAN CODE ON TAKE-OVERS AND MERGERS 2010 FROM THE OBLIGATION TO UNDERTAKE A MANDATORY TAKE-OVER OFFER FOR THE REMAINING SHARES AND CONVERTIBLE SECURITIES IN PRESS METAL BERHAD NOT ALREADY HELD BY AMSB AND THE PACs UPON THE ISSUANCE OF THE NEW ORDINARY SHARES OF RM0.50 EACH IN PMB ARISING FROM THE CONVERSION OF RM233,903,692 NOMINAL VALUE OF 8-YEAR 6% REDEEMABLE CONVERTIBLE SECURED LOAN STOCKS BY AMSB AND ONG SOO FAN (“PROPOSED EXEMPTION”)
PRESS METAL BERHAD

TypeAnnouncement
SubjectOTHERS
DescriptionPRESS METAL BERHAD (“PMB” OR “COMPANY”)

PROPOSED EXEMPTION TO ALPHA MILESTONE SDN BHD (“AMSB”) AND PERSONS ACTING-IN-CONCERT WITH AMSB (“PACs”) UNDER SECTION 219 OF THE CAPITAL MARKETS AND SERVICES ACT, 2007 AND PRACTICE NOTE 9 PARAGRAPH 16.1 (C) OF THE MALAYSIAN CODE ON TAKE-OVERS AND MERGERS 2010 FROM THE OBLIGATION TO UNDERTAKE A MANDATORY TAKE-OVER OFFER FOR THE REMAINING SHARES AND CONVERTIBLE SECURITIES IN PRESS METAL BERHAD NOT ALREADY HELD BY AMSB AND THE PACs UPON THE ISSUANCE OF THE NEW ORDINARY SHARES OF RM0.50 EACH IN PMB ARISING FROM THE CONVERSION OF RM233,903,692 NOMINAL VALUE OF 8-YEAR 6% REDEEMABLE CONVERTIBLE SECURED LOAN STOCKS BY AMSB AND ONG SOO FAN (“PROPOSED EXEMPTION”)

Reference is made to the Company’s announcement dated 6 January 2014 in relation to the Proposed Exemption (“Announcement”). Unless the context otherwise requires, all expressions used herein shall have the same meanings assigned thereto in the Announcement.

On behalf of the Board, Maybank IB wishes to announce that Public Investment Bank Berhad, subject to the approval of the SC of their appointment, has been appointed by the Company to provide their independent advice to the non-interested directors and non-interested shareholders of the Company in respect of the Proposed Exemption.


This announcement is dated 10 January 2014.





Announcement Info
Company NamePRESS METAL BERHAD  
Stock Name PMETAL   
Date Announced10 Jan 2014
CategoryGeneral Announcement
Reference NoMI-140110-65731

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发表于 2014-1-15 18:07 | 显示全部楼层
Loan Stock Interest
PRESS METAL BERHAD

EX-date29/01/2014
Entitlement date04/02/2014
Entitlement time05:00:00 PM  
Entitlement subjectLoan Stock Interest
Entitlement descriptionCoupon of 6% per annum (less any Malaysian income or witholding tax applicable thereto to be deducted, if required) payable on a quarterly basis computed based on the nominal value of the Redeemable Convertible Secured Loan Stocks (RCSLS)
Period of interest payment25/11/2013 to 24/02/2014
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 noTricor Investor Services Sdn Bhd
Level 17, The Gardens North Tower
Mid Valley City
Lingkaran Syed Putra
59200 Kuala Lumpur
Tel: 03-22643883
Payment date        24/02/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers04/02/2014
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 indicatorPercentage
Entitlement in percentage (%)6

Remarks :



Announcement Info
Company NamePRESS METAL BERHAD  
Stock Name PMETAL-LA   
Date Announced15 Jan 2014
CategoryEntitlements (Notice of Book Closure)
Reference NoCC-131230-887A2

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发表于 2014-1-22 19:12 | 显示全部楼层
OTHERS PRESS METAL BERHAD (“PMB” OR “COMPANY”) PROPOSED EXEMPTION TO ALPHA MILESTONE SDN BHD (“AMSB”) AND PERSONS ACTING-IN-CONCERT WITH AMSB (“PACs”) UNDER SECTION 219 OF THE CAPITAL MARKETS AND SERVICES ACT, 2007 (“CMSA”) AND PRACTICE NOTE 9 PARAGRAPH 16.1 (C) OF THE MALAYSIAN CODE ON TAKE-OVERS AND MERGERS 2010 (“CODE”) FROM THE OBLIGATION TO UNDERTAKE A MANDATORY TAKE-OVER OFFER FOR THE REMAINING SHARES AND CONVERTIBLE SECURITIES IN PRESS METAL BERHAD NOT ALREADY HELD BY AMSB AND THE PACs UPON THE ISSUANCE OF THE NEW ORDINARY SHARES OF RM0.50 EACH IN PMB (“PMB SHARES” OR “SHARES”) ARISING FROM THE CONVERSION OF RM233,903,692 NOMINAL VALUE OF 8-YEAR 6% REDEEMABLE CONVERTIBLE SECURED LOAN STOCKS (“2011/2019 RCSLS”) BY AMSB AND ONG SOO FAN (“PROPOSED EXEMPTION”)
PRESS METAL BERHAD

TypeAnnouncement
SubjectOTHERS
DescriptionPRESS METAL BERHAD (“PMB” OR “COMPANY”)
PROPOSED EXEMPTION TO ALPHA MILESTONE SDN BHD (“AMSB”) AND PERSONS ACTING-IN-CONCERT WITH AMSB (“PACs”) UNDER
SECTION 219 OF THE CAPITAL MARKETS AND SERVICES ACT, 2007 (“CMSA”) AND PRACTICE NOTE 9 PARAGRAPH 16.1 (C) OF THE
MALAYSIAN CODE ON TAKE-OVERS AND MERGERS 2010 (“CODE”) FROM THE OBLIGATION TO UNDERTAKE A MANDATORY TAKE-OVER
OFFER FOR THE REMAINING SHARES AND CONVERTIBLE SECURITIES IN PRESS METAL BERHAD NOT ALREADY HELD BY AMSB AND
THE PACs UPON THE ISSUANCE OF THE NEW ORDINARY SHARES OF RM0.50 EACH IN PMB (“PMB SHARES” OR “SHARES”) ARISING
FROM THE CONVERSION OF RM233,903,692 NOMINAL VALUE OF 8-YEAR 6% REDEEMABLE CONVERTIBLE SECURED LOAN STOCKS
(“2011/2019 RCSLS”) BY AMSB AND ONG SOO FAN (“PROPOSED EXEMPTION”)


Reference is made to the Company’s announcements dated 6 January 2014 and 10 January 2014 in relation to the Proposed Exemption (“Announcements”). Unless the context otherwise requires, all expressions used herein shall have the same meanings assigned thereto in the Announcements.

On behalf of the Board, Maybank IB wishes to announce that the SC had vide its letter dated 21 January 2014, taken note of Public Investment Bank Berhad’s declaration of independence to act as the Independent Adviser in relation to the Proposed Exemption.

This announcement is dated 22 January 2014.






Announcement Info
Company NamePRESS METAL BERHAD  
Stock Name PMETAL   
Date Announced22 Jan 2014
CategoryGeneral Announcement
Reference NoMI-140122-66638

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发表于 2014-1-28 17:59 | 显示全部楼层
OTHERS PRESS METAL BERHAD (“PMB” OR “COMPANY”)  PROPOSED WAIVER ON MANDATORY EARLY REDEMPTION REQUIREMENT PURSUANT TO THE TRUST DEED GOVERNING THE 8-YEAR 6% REDEEMABLE CONVERTIBLE SECURED LOAN STOCKS (“2011/2019 RCSLS”) (“TRUST DEED”) ARISING FROM THE PROPOSED DISPOSAL (AS DEFINED HEREIN) (“PROPOSED WAIVER”)
PRESS METAL BERHAD

TypeAnnouncement
SubjectOTHERS
DescriptionPRESS METAL BERHAD (“PMB” OR “COMPANY”)

PROPOSED WAIVER ON MANDATORY EARLY REDEMPTION REQUIREMENT PURSUANT TO THE TRUST DEED GOVERNING THE 8-YEAR 6% REDEEMABLE CONVERTIBLE SECURED LOAN STOCKS (“2011/2019 RCSLS”) (“TRUST DEED”) ARISING FROM THE PROPOSED DISPOSAL (AS DEFINED HEREIN) (“PROPOSED WAIVER”)

The Board of Directors of PMB is pleased to announce that the Company is proposing to undertake the Proposed Waiver.

Please refer to the attachment for further details on the Proposed Waiver.


This announcement is dated 28 January 2014.

Attachments

Press Metal - Proposed Waiver.pdf
124 KB




Announcement Info
Company NamePRESS METAL BERHAD  
Stock Name PMETAL   
Date Announced28 Jan 2014
CategoryGeneral Announcement
Reference NoMI-140128-60645

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发表于 2014-1-29 17:34 | 显示全部楼层
擬豁免提早贖債 齊力工業冀省1585萬利息
財經股市28 Jan 2014 23:00

 (吉隆坡28日訊)齊力工業(PMETAL,8869,主要板工業)尋求豁免提早贖回債券,冀藉此節省每年1585萬令吉的利息成本,並降低負債率至1.71倍。

 齊力工業向馬證交所報備,在脫售齊力工業民都魯私人有限公司20%股權后, 需強制提早贖回2019到期可贖回可轉換有擔保債券(RCSLS),因此尋求豁免這項托管契約(trust deed)。

 根據條款,齊力工業將在2月18日,首次贖回和取消其中5% RCSLS。有關通知將發給相關RCSLS股東。不過,放棄托管契約不會影響公司贖回RCSLS。

 該公司是在去年11月初,以4億4396萬令吉,脫售齊力工業民都魯私人有限公司20%股權予Summit Global管理公司。

 根據債券契約,一旦轉讓公司股權,齊力工業必須強制贖回部份或全數RCSLS。

 一旦獲得豁免,齊力工業將可使用售股資金降低公司短期銀行貸款,並將負債率從2.07倍,降至1.71倍,同時可改善大馬債券評估機構(MARC) 給予公司RCSLS前景評級。

 至于可省下利息成本,每年達約1585萬令吉。

http://www.chinapress.com.my/node/495330

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发表于 2014-1-29 17:35 | 显示全部楼层
Others
PRESS METAL BERHAD

EX-date14/02/2014
Entitlement date18/02/2014
Entitlement time05:00:00 PM  
Entitlement subjectOthers
Entitlement descriptionFIRST REDEMPTION AND CANCELLATION OF FIVE PER CENTUM (5%) OF 8-YEAR 6% REDEEMABLE CONVERTIBLE SECURED LOAN STOCKS OF AGGREGATE NOMINAL VALUE OF RM320,506,868 ("2011/2019 RCSLS")
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 noTricor Investor Services Sdn Bhd
Level 17, The Gardens North Tower
Mid Valley City
Lingkaran Syed Putra
59200 Kuala Lumpur
Tel: 03-22643883
Payment date        24/02/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers18/02/2014
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 indicatorPercentage
Entitlement in percentage (%)5

Remarks :
Pursuant to the terms and conditions stipulated in the Trust Deed dated 20 July 2011 constituting the 2011/2019 RCSLS, Press Metal Berhad ("PMB") will undertake the first redemption and cancellation of five per centum (5%) of the nominal value of 2011/2019 RCSLS on a proportionate basis based on the outstanding 2011/2019 RCSLS in issue at the close of business at 5:00 p.m. on 18 February 2014.

Please refer to the separate announcement on the notice to holders of 2011/2019 RCSLS and notice of book closure date released by PMB on even date for further information.



Announcement Info
Company NamePRESS METAL BERHAD  
Stock Name PMETAL-LA   
Date Announced29 Jan 2014
CategoryEntitlements (Notice of Book Closure)
Reference NoCC-140122-74390

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发表于 2014-1-29 17:35 | 显示全部楼层
OTHERS PRESS METAL BERHAD ("PMB" OR "THE COMPANY") - NOTICE TO HOLDERS OF 8-YEAR 6% REDEEMABLE CONVERTIBLE SECURED LOAN STOCKS OF AGGREGATE NOMINAL VALUE OF RM320,506,868 ("2011/2019 RCSLS") IN RELATION TO THE FIRST REDEMPTION AND CANCELLATION OF FIVE PER CENTUM (5%) OF 2011/2019 RCSLS AND NOTICE OF BOOK CLOSURE DATE
PRESS METAL BERHAD

TypeAnnouncement
SubjectOTHERS
DescriptionPRESS METAL BERHAD ("PMB" OR "THE COMPANY")
- NOTICE TO HOLDERS OF 8-YEAR 6% REDEEMABLE CONVERTIBLE SECURED LOAN STOCKS OF AGGREGATE NOMINAL VALUE OF RM320,506,868 ("2011/2019 RCSLS") IN RELATION TO THE FIRST REDEMPTION AND CANCELLATION OF FIVE PER CENTUM (5%) OF 2011/2019 RCSLS AND NOTICE OF BOOK CLOSURE DATE
The Board of Directors of the Company wishes to inform that pursuant to the terms and conditions stipulated in the Trust Deed dated 20 July 2011 constituting the 2011/2019 RCSLS, the Company will undertake its first redemption and cancellation of five per centum (5%) of the nominal value of 2011/2019 RCSLS on a proportionate basis based on the outstanding 2011/2019 RCSLS in issue at the close of business at 5:00 p.m. on 18 February 2014.
Pelase refer to the attachment for the notice to holders of 2011/2019 RCSLS and notice of book closure date and the separate announcement on Entitlements (Notice of Book Closure) released by the Company with stock code 8869LA on even date for further information on the above.

This announcement is dated 29 January 2014.

Attachments

Press Metal Notice ad (3 column x 22cm).pdf
71 KB




Announcement Info
Company NamePRESS METAL BERHAD  
Stock Name PMETAL   
Date Announced29 Jan 2014
CategoryGeneral Announcement
Reference NoCC-140122-73847

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发表于 2014-1-29 19:41 | 显示全部楼层
Circular/Notice to Shareholders
PRESS METAL BERHAD

SubjectPRESS METAL BERHAD ("PMB" OR "THE COMPANY")
- NOTICE TO HOLDERS OF 8-YEAR 6% REDEEMABLE CONVERTIBLE SECURED LOAN STOCKS ("2011/2019 RCSLS") IN RELATION TO THE FIRST REDEMPTION AND CANCELLATION OF FIVE PER CENTUM (5%) OF 2011/2019 RCSLS AND NOTICE OF BOOK CLOSURE DATE
Attachments

Press Metal_Notice_Bursa.pdf
493 KB







Announcement Info
Company NamePRESS METAL BERHAD  
Stock Name PMETAL   
Date Announced29 Jan 2014
CategoryPDF Submission
Reference NoCC-140129-66320

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发表于 2014-2-11 16:30 | 显示全部楼层
Circular/Notice to Shareholders
PRESS METAL BERHAD

SubjectPRESS METAL BERHAD
- CIRCULAR TO THE SHAREHOLDERS IN RELATION TO THE PROPOSED DISPOSAL BY PRESS METAL BERHAD (“PMB”) OF ITS 20% EQUITY INTEREST (AFTER COMPLETION OF THE CAPITALISATION (AS DEFINED HEREIN)) IN PRESS METAL BINTULU SDN BHD, A WHOLLY-OWNED SUBSIDIARY OF PMB TO SUMMIT GLOBAL MANAGEMENT XII B.V., FOR A PROVISIONAL CASH CONSIDERATION OF UNITED STATES DOLLAR 140.049 MILLION AND NOTICE OF EXTRAORDINARY GENERAL MEETING
Attachments

Press Metal_(circular to shareholders) - Final.pdf
1240 KB







Announcement Info
Company NamePRESS METAL BERHAD  
Stock Name PMETAL   
Date Announced11 Feb 2014
CategoryPDF Submission
Reference NoCC-140207-59844

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发表于 2014-2-11 16:30 | 显示全部楼层
Circular/Notice to Shareholders
PRESS METAL BERHAD

SubjectPRESS METAL BERHAD
- CIRCULAR TO THE HOLDERS OF THE 2011/2019 RCSLS IN RELATION TO THE PROPOSED WAIVER TO EXISTING MANDATORY EARLY REDEMPTION REQUIREMENT PURSUANT TO THE TRUST DEED DATED 20 JULY 2011 GOVERNING THE 2011/2019 RCSLS RESULTING FROM THE PROPOSED DISPOSAL (AS DEFINED HEREIN) AND NOTICE OF MEETING OF THE 2011/2019 RCSLS HOLDERS
Attachments

Press Metal_(Proposed Waiver) - Final.pdf
327 KB







Announcement Info
Company NamePRESS METAL BERHAD  
Stock Name PMETAL   
Date Announced11 Feb 2014
CategoryPDF Submission
Reference NoCC-140210-107B3

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发表于 2014-2-14 18:11 | 显示全部楼层
PMETAL-First redemption and cancellation of 5% of 8-year redeemable convertible secured loan stocks 2011/2019 ("RCSLS") ("Redemption and Cancellation")
PRESS METAL BERHAD

LISTING'S CIRCULAR NO. L/Q :  69828 OF  2014Kindly be advised that the trading of PMETAL's RCSLS has been suspended with effect from 9.00 a.m., Thursday, 13 February  2014 in order to facilitate the aforesaid Redemption and Cancellation. The stock short name and stock code of the RCSLS are "PMETAL-LA" and "8869LA" respectively. Your attention is drawn to the Company's announcement and notice to the holders of RCSLS dated 29 January 2014.

Announcement Info
Company NamePRESS METAL BERHAD  
Stock Name PMETAL   
Date Announced14 Feb 2014
CategoryListing Circular
Reference NoZO-140207-40515

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发表于 2014-2-17 20:16 | 显示全部楼层
MATERIAL LITIGATION PRESS METAL BERHAD ("THE COMPANY") - Service of Statement of Claim
PRESS METAL BERHAD

TypeAnnouncement
SubjectMATERIAL LITIGATION
DescriptionPRESS METAL BERHAD ("THE COMPANY")
- Service of Statement of Claim
The Board of Directors of the Company wishes to announce that its subsidiary, Press Metal Sarawak Sdn. Bhd (“PMS”), has not reached an acceptable agreement with its insurers on the claims arising from the power outage incident at PMS’s smelting plant in Mukah, Sarawak and accordingly, has on 17 February 2014 served to the lead insurer, Etiqa Takaful Berhad (“Etiqa”), a Writ of Summon and Statement of Claim filed vide Kuala Lumpur High Court in respect of a suit commenced by PMS through its solicitors (“Suit”).
PMS is claiming against Etiqa for, inter alia, an indemnity in respect of all losses and damages arising from the power outage incident at PMS’s smelting plant in Mukah, Sarawak and for any other or further relief for PMS which the Court deems just and fit.

The solicitors of PMS are of the opinion that PMS has a good case for its claims.

Financial Impact and the Interest of the Directors and Substantial Shareholders of the Company

For the financial year ended 31 December 2013, PMS has provided an estimated RM90 million for both operating losses and assets written off.

For the financial year ending 31 December 2014, PMS is expected to reach full commercial operations in early March 2014 and barring unforeseen circumstances, PMS is expected to contribute positively to the Group for the whole of the financial year ending 31 December 2014.

None of the directors and substantial shareholders of the Company or persons connected with them has any interest, direct or indirect, in the aforesaid Suit.

The Board is of the view that the aforesaid action is in the best interest of the Company.

The Company will make the necessary announcements on material developments of the above matter as and when necessary.

This announcement is dated 17 February 2014.



Announcement Info
Company NamePRESS METAL BERHAD
Stock NamePMETAL   
Date Announced17 Feb 2014
CategoryGeneral Announcement
Reference NoCC-140217-65857

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发表于 2014-2-18 10:16 | 显示全部楼层
Press Metal - Short-term hiccups, growth story intact        Buy
Date: 18/02/2014

Source : AMMB
Stock : PMETAL     Price Target : 3.04     |     Price Call : BUY
Last Price : 2.30     |     Upside/Downside : +0.74 (32.17%)
Back


- We maintain BUY on Press Metal Bhd with a tweaked fair value of RM3.04/share (vs. RM3.07/share previously) –based on a 12x PE of FY1F core FD EPS of 25.3sen.
- Yesterday, Press Metal announced that it was unable to reach an acceptable agreement with its insurers on the claims arising from the power outage at its Mukah plant.
- As such, the company has a filed a suit against the insurer, claiming for all losses and damages arising from the power outage.
- Arising from this development, the group is expected to provide for an estimated RM90mil for both operating losses and assets written off for FY13.
- Note that an operating loss of RM20.3mil was already recognised in the 3Q for fixed operating charges and finance cost incurred for the Mukah plant, resulting in a net loss of RM1.6mil in the quarter.
- While we expect some losses for its 4QFY13 result (tentatively set for release on Feb 26), this will be one-off in nature. As such, we expect FY13F core net profit to remain intact at RM97.8mil.
- More importantly, management notes that the Mukah plant is expected to reach full capacity (120,000 tonnes p.a.) in early March while its Samalaju is already at 100% utilisation rate (320,000 tonnes p.a.).
- While aluminium prices have been coming off (down 18% YoY to USD1703/tonne currently), we note that global premiums have been increasing from USD200/tonne to as high as USD500/tonne. As such, average selling prices were not much changed on an absolute basis.
- Press Metal continues to enjoy competitive advantage due to its lower power cost compared to peers.
- Despite the minor setback on insurance claim, our thesis on Press Metal remains intact with future earnings driven by:- (i) full production at both Mukah and Samalaju plants; (ii) higher premiums due to lack of deliveries in the physical aluminium market; (iii) Sumitomo’s 20% stake in Bintulu plant that comes with off-take agreement; and (iv) reduction of net gearing to 1.2x in FY14F from 1.5x in end-Aug 2013. Further upside stems from a positive settlement/agreement for the insurance claims. Maintain BUY.
Source: AmeSecurities

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发表于 2014-2-18 12:39 | 显示全部楼层
砂厂停电索偿被拒 齐力起诉Etiqa追讨赔款 2014-02-18 12:07


(吉隆坡17日讯)由于无法就砂拉越冶炼厂停电意外的索偿事宜达成协议,齐力(PMETAL,8869,主板工业产品股)对保险公司-Etiqa回教保险有限公司提出控告。

齐力子公司-Press Metal Sarawak私人有限公司(简称PMS)将向Etiqa回教保险有限公司追讨有关意外引起的损坏和亏损。

PMS预计2013财年将因为营运亏损以及资产注销面临9000万令吉亏损,相信在2014年3月初才能完全投入营运,并在2014财年带来正面贡献。



http://www.nanyang.com/node/600384?tid=462

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发表于 2014-2-19 12:20 | 显示全部楼层
齐力 全年净利料9780万  2014-02-19 11:31
  



目标价:3.04令吉

最新进展

齐力(PMETAL,8869,主板工业产品股)无法就砂拉越木胶(Mukah)厂房停电意外的索偿事宜,与保险公司-Etiqa回教保险达成协议。

因此,公司针对停电意外造成损失,起诉保险公司索偿。

公司相信,此事造成9000万令吉营运损失和资产注销。

行家建议

齐力已在2013年第三季,因木胶厂房固定营运费用和融资成本,写下2030万令吉营运损失,导致净亏损160万令吉。

我们预期齐力2013年核心净利,将维持在我们预测的9780万令吉上下。

木胶厂房将在3月初全面投产,达到每年12万吨的水平,而Samalaju厂房是已达到100%产能,即每年32万吨。

基于齐力享有比其他同业较低价的能源成本,公司将继续拥有更好的竞争能力。

保险索偿事件是一个小冲击,但我们认为齐力的盈利前景依然完好。

这主要是厂房全面投产、铝市场处于溢价状态,并有日本住友商事株式会社(Sumitomo)认购民都鲁厂房20%股权,以及净负债率降低。


大马研究

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发表于 2014-2-26 18:15 | 显示全部楼层
Interim Dividend
PRESS METAL BERHAD

EX-date11/03/2014
Entitlement date13/03/2014
Entitlement time05:00:00 PM  
Entitlement subjectInterim Dividend
Entitlement descriptionInterim tax exempt dividend of 2% for financial year ended 31 December 2013
Period of interest payment to
Financial Year End31/12/2013
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 noTricor Investor Services Sdn Bhd
Level 17, The Gardens North Tower
Mid Valley City
Lingkaran Syed Putra
59200 Kuala Lumpur
Tel: 03-22643883
Payment date        03/04/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers13/03/2014
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 indicatorPercentage
Entitlement in percentage (%)2

Remarks :



Announcement Info
Company NamePRESS METAL BERHAD  
Stock Name PMETAL   
Date Announced26 Feb 2014
CategoryEntitlements (Notice of Book Closure)
Reference NoCC-140226-61318

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发表于 2014-2-27 14:31 | 显示全部楼层
PMETAL-First redemption and cancellation of 5% of 8-year redeemable convertible secured loan stocks 2011/2019 ("RCSLS") ("1st Redemption and Cancellation")
PRESS METAL BERHAD

LISTING'S CIRCULAR NO. L/Q :  69950 OF  2014

    Further to Listing Circular No. L/Q: 69828 of 2014, kindly be advised that  pursuant to the completion of 1st Redemption and Cancellation exercise of the RCSLS, the trading of the remaining RCSLS  will resume with effect from 9.00 a.m., Friday, 28 February 2014.   

The stock short name and stock code of the RCSLS are "PMETAL-LA" and "8869LA" respectively.

Announcement Info
Company NamePRESS METAL BERHAD  
Stock Name PMETAL   
Date Announced27 Feb 2014
CategoryListing Circular
Reference NoZO-140227-34669

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发表于 2014-3-5 19:21 | 显示全部楼层
(吉隆坡5日訊)齊力工業(PMETAL,8869,主板工業產品組)製鋁營運在現財政年全面開動,鋁製品也因經濟改善有望獲更優賺益,2014財政年盈利前景料比上一個財政年出色。
齊力工業集團首席執行員拿督管保強說,民都魯製鋁廠年產能已晉32萬公噸,此前受停電干擾的木膠廠目前產能恢復85至90%,本月再過一些時日可全面恢復,產能全面開動料稍微改善需求與賺益有助提振2014財政年盈利,前景看俏。
他說,木膠鋁廠年產能達12萬公噸,全面開動後的兩廠產能達44萬公噸,80%產能供出口,分佈亞洲的日本、韓國、東南亞、南北美洲與非洲等。
受惠馬幣走疲
管保強在股東大會與特大後說,原料多以美元購買,馬幣走疲有助獲得更佳盈利,勞力成本則以馬幣計。
他解釋,去年6月27日下午5時40分木膠廠受砂拉越州大停電衝擊,導致其第三季與第四季各蒙虧164萬9千令吉與2千841萬1千令吉,惟去年全年則獲利1億8千388萬9千令吉。
他說,受大停電衝擊,此前曾註銷9千萬令吉,未來將註銷更多,總註銷料逾1億多令吉。
他指出,緊隨產能全面恢復,經濟復甦有望提振鋁需求、售價看俏與獲更優賺益;加上出口業務從馬幣走疲獲利,若無任何不可預見因素干擾,2014財政年盈利會更好。
儘管第四季表現失利,惟該公司每股仍派息2仙,使全年派息達3仙;他說,倘若未來盈利表現更佳,儘管沒有派息政策,公司將派更豐厚股息回饋股東。(星洲日報/財經)

http://biz.sinchew.com.my/node/91128?tid=6

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发表于 2014-3-6 13:11 | 显示全部楼层
经济好转‧铝价改善 齐力今年有望派高息 2014-03-06 12:20


(吉隆坡5日讯)随着经济好转加上铝价改善,齐力(PMET2AL,8869,主板工业产品股)今年有望派发更高股息。

齐力集团总执行长拿督管保强今天在股东特大后表示,他乐观看待齐力今年的业绩表现,如无意外,公司可派发高于去年的股息。

“公司砂拉越木胶(Mukah)熔铝厂停电意外后,已重新投产。随着经济好转,赚幅改善,我预测今年公司表现会更好。”

管保强表示,产品价格主要根据金属价格走势。

“整体商品价格处于放缓周期,但随着经济好转,需求走强,金属价格会改善。”

管保强说,齐力旗下厂房今年会全面运作,木胶厂房预计在3月全面恢复运作,今年可全面带来进账。

公司目前总产能达每年44万吨,其中民都鲁厂房产能达每年32万吨,木胶的达12万吨。

管保强说,集团的产品超过80%出口至国外,包括日本、韩国、东南亚、美国、南美洲和欧洲。

令吉走低受惠

询及令吉汇率走低对公司的影响,管保强表示,虽然原料成本因令吉走低提高,但其他成本在本地进行,整体而言对公司有利。

齐力2013财年净利虽然大跌91.72%,但全年仍建议派息2仙。

公司2013财年净赚1522万7000令吉,2012财年净赚1亿8389万9000令吉,派息3仙。

保险索赔诉讼进行中

询及齐力起诉保险公司-Etiqa Takaful有限公司的进展,管保强简短表示,诉讼案正进行中。

齐力因无法就砂拉越木胶厂房停电意外的索偿事宜,与Etiqa Takaful达成协议,因此针对停电意外造成的损失,起诉保险公司并索偿。

他说:“去年砂拉越木胶厂房停电意外造成的亏损超过1亿令吉,公司在去年注销9000万令吉,今年可能注销其余的亏损。”

另外,股东今日通过齐力把子公司———齐力民都鲁私人有限公司的20%股权,以1亿4005万美元(约4亿4400万令吉),脱售给日本住友商事株式会社(Sumitomo)的议案。

管保强表示,脱售后20%股权后,资本负债比率料可改善至1.2倍。http://www.nanyang.com/node/604151?tid=462

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