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[公司专区] 6181 Malton 马顿

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x 0
发表于 2011-11-16 05:33 | 显示全部楼层
大庄家!因为是大股东在提高malton股价

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x 231
发表于 2011-11-16 12:59 | 显示全部楼层
开市跳高至0.720开盘,但还是冲不上去0.725后就面对抛压至最低0.680而得到扶持。
上半场闭市0.690.个人还是看好后市,直到Pavilion產託上市

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x 2
发表于 2011-11-16 19:06 | 显示全部楼层
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
99,274
68,786
99,274
68,786
2Profit/(loss) before tax
16,667
7,895
16,667
7,895
3Profit/(loss) for the period
12,112
5,546
12,112
5,546
4Profit/(loss) attributable to ordinary equity holders of the parent
12,112
5,546
12,112
5,546
5Basic earnings/(loss) per share (Subunit)
2.90
1.59
2.90
1.59
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 ($$)
1.3300
1.4600

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发表于 2011-11-16 19:30 | 显示全部楼层
q-o-q drop lo

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x 231
发表于 2011-11-16 21:15 | 显示全部楼层
q-o-q drop lo
lockjy 发表于 2011-11-16 19:30



   
也许是套利和震仓,应该不会那么快就玩够了吧
希望没看错

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x 124
发表于 2011-11-16 21:25 | 显示全部楼层
也许是套利和震仓,应该不会那么快就玩够了吧  
希望没看错
kingsimon 发表于 2011-11-16 21:15



    MALTON的好消息最近才出来,,而且,股价沉静这么久了,我觉得大庄家没这么快玩够

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x 231
发表于 2011-11-16 21:38 | 显示全部楼层
MALTON的好消息最近才出来,,而且,股价沉静这么久了,我觉得大庄家没这么快玩够
3326 发表于 2011-11-16 21:25



  
哈哈我也认同!就如前几天我对于Malton的一些看法    

通常消息出来都是出货的时候。
1 首先要看这消息出来前股价是否已经被炒得很高了,如果是,通常都是庄家或有内幕消息的人不久前在低价就已经进货了。
2 接下来再看如果...这消息出来前,股价波动不大而摆横,只起少许,也许还没被真正的炒上来。会借助最新消息再借助大众的力量一起把股价炒上去。
而小弟所看见的目前Malton,应该是处于 2 。

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x 61
发表于 2011-11-16 22:24 | 显示全部楼层
Malton 1Q earnings double to RM12m, boost from on-going projects      

KUALA LUMPUR (Nov 16): MALTON BHD []’s earnings jumped 118% to RM12.11 million  in the first quarter ended Sept 30 from RM5.54 million a year ago, boosted by an improvement in the property development division from a year ago.

It said on Wednesday that revenue rose 44.3% to RM99.27 million from RM68.78 million while earnings per share were 2.90 sen versus 1.59 sen. Malton said pre-tax profit improved by 111.4% to RM16.7 million from RM7.9 million.

“Revenue and profit from the property development division improved as compared to the previous corresponding quarter due to recognition of income from on-going projects with good take-up rates and new launching of Amaya Maluri project during the second quarter of last financial year.

“Total revenue and profit from CONSTRUCTION [] and project management division also improved as compared to the previous corresponding quarter due to construction progress of external projects,” it said.

However, the revenue declined from the preceding quarter’s RM167.9 million. It said the 40.1% decrease was mainly due to lower billings from property development division following the completion of Amaya Saujana project in last financial year and completion of Mutiara Indah Phase 3A, Azures and 48 units shop in Bukit Rimau and near completion of V Square and The Grove projects.

The group recorded a pre-tax profit of RM16.7 million for the current quarter versus RM33.3 million in the immediate preceding quarter.

“The lower pre-tax profit for the current quarter was mainly due to corresponding reduction in revenue in the current quarter as compared to the last quarter,” it said.

http://www.theedgemalaysia.com/b ... going-projects.html

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x 231
发表于 2011-11-16 22:26 | 显示全部楼层
热门股:马顿 试冲 70.5仙
股市 热股技术点评  2011-11-16 12:17

周二交投极活络的马顿(Malton,6181,主板产业股),高开迎市后高收,盘中行情显现一段技术反弹趋势后。闭市时收在70仙,全天涨8.5仙或13.82%,全天波幅达11仙,介于61.5-72.5仙。 相信短期内会试冲70.5-80仙阻力关口。
【15/11/11行情】
闭市:70仙
起落:+8.5仙
最高:72.5仙
最低:61.5仙
成交量:768967宗
本益比:3.361倍
毛周息率:-
52周最高:84.5仙
52周最低:39仙

http://www.nanyang.com/node/398585?tid=704


个人之前的短期目标0.64 ,0.70已经到价。接下来的就是0.78

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x 61
发表于 2011-11-16 22:28 | 显示全部楼层
Will focus shift to Malton?      

KUALA LUMPUR: The listing of Pavilion REIT, slated for Dec 6, will result in the realisation of a net worth of approximately RM1.69 billion for controlling shareholder Datuk Desmond Lim Siew Choon and his spouse Datin Cindy Tan Kewi Yong. Attention is shifting to Lim’s low profile, undervalued property arm Malton Bhd, as a possible privatisation candidate with the couple now flush with cash.

Lim and Tan will own a collective 37.6% stake in Pavilion REIT upon listing, which is worth RM992.64 million based on a market capitalisation of RM2.64 billion at its initial public offering price of 88 sen.

In addition, the couple will also receive an estimated RM702.7 million in cash from the exercise, which involves the injection of properties into the REIT in return for cash and REIT units.  

Pavilion REIT will establish an initial portfolio comprising two properties, Pavilion KL Mall and Pavilion Office Tower, which it will acquire from Urusharta Cemerlang Sdn Bhd (UCSB) and Capital Flagship Sdn Bhd (CFSB) for a total purchase consideration of RM3.32 billion.

The amount will be paid with RM1.378 billion in cash and RM1.944 billion in the form of consideration units in Pavilion REIT.

Lim and Tan, who own 51% of UCSB and CFSB, will receive RM702.7 million in cash from the sale of the properties to Pavilion REIT, as well as 37.6% of the REIT post listing. Qatar Holdings LLC, which holds the remaining 49% in UCSB and CFSB, will hold 36.1% of Pavilion REIT.

These calculations are based on the IPO offer price of 88 sen per unit, which is well below the REIT’s net assets per unit of RM1.18.

Pavillion REIT has a capital base of three billion units and total asset value of RM3.54 billion, according to its prospectus.

With these new funds in hand, certain observers note that it may be an ideal time to privatise Malton Bhd, in which Lim and Tan are controlling shareholders.

Malton’s undervalued position and relatively small market capitalisation may be one factor to support its privatisation.

Malton’s shares surged 8.5 sen or 13.8% to a four-month high of 70 sen yesterday. Trading volume grew over 10 times from 6.81 million shares on Monday to 76.8 million shares yesterday -- its highest level in over a decade. The property company has a market capitalisation of RM292.6 million.

Its five-year high was a mere 83 sen and the stock has consistently traded well below its book value, which stood at RM1.46 on June 30, 2011.

According to Bloomberg estimates, Malton is trading at a low price-earnings ratio (PER) of 2.95 times, compared with the industry average of 8.47 times.

Lim and Tan own 158.4 million shares or a 37.9% stake in Malton and are the only substantial shareholders in the company. The next biggest shareholders are Lee Kim Hooi with 3.47% equity interest and Teras Layar Sdn Bhd with 2.5%.

Buying out the remaining 62.1% stake would cost the couple an estimated RM181.7 million at yesterday’s closing price.

That is equivalent to just a quarter of the cash proceeds they will receive from the Pavilion REIT IPO.

Malton is a niche developer with pockets of land in Puchong, Petaling Jaya, Subang, Sungei Buloh and Ulu Klang in Selangor. It is best known as the developer of the Bukit Rimau township in Shah Alam.

As at June 30, 2011, Malton had RM960.4 million in total assets including RM219.8 million in land held for property development and RM76.09 million in investment properties.

It is in a net cash position, with RM224.42 million in gross cash and RM115.18 million in borrowings.

The company saw its 4QFY11 net profit quadruple to RM26.8 million from RM5.54 million in the previous year, as revenue for the quarter rose 95.2% to RM167.9 million from RM86.02 million.

It saw higher earnings from its property development division, which contributed 84% of total revenue, due to higher revenue recognition from the advanced stages of construction of ongoing projects and projects launched during the year.

Malton has seen a marked improvement in its financial performance in recent years.

Its net profit grew to RM72.6 million in FY11 ended June from a net loss of RM4.6 million in FY08, while revenue rose to RM462.3 million from RM394.8 million over the same period. Its earnings per share rose to 20.86 sen in FY11 from 6.33 sen the previous year.

Most recently, Malton said it had acquired a 56.05-acre piece of land in Gombak, Selangor, for RM105 million for a proposed residential development with an estimated gross development value of RM500 million.

Pavilion REIT, meanwhile, is aiming to raise RM659.2 million from its IPO, the bulk of which will go toward paying the purchase consideration for the acquisition of the two Pavilion buildings.

The company registered RM291 million in revenue last year and a net property income of RM203 million.

CEO Philip Ho said the company projects revenue of RM314 million and net property income of RM220 million from the current financial year, a growth of 7.9% and 8.3% respectively.

“We are very confident, and the forecast figures are achievable as tourist numbers have improved and the market is resilient,” said Ho.

The company targets to inject more retail properties into its portfolio by 2015.

It has right of first refusal (ROFR) to Fahrenheit88, a three-floor retail building fronting the Pavilion Mall.

“I believe Fahrenheit88 just opened its doors late last year. We are waiting for the mall to mature a little bit and then we will evaluate the situation, maybe in 18 to 24 months,” Ho told the media.

It also has ROFR to an extension of Pavilion Mall, involving 30,000 sq ft of retail space, and a six-storey retail mall to be developed in Subang.

http://www.theedgemalaysia.com/i ... hift-to-malton.html

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发表于 2011-11-17 09:46 | 显示全部楼层
如果不是做假账,酱一直保持所赚的盈利迟早会上到1。。。三年里可能过1.5...

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x 231
发表于 2011-11-17 12:09 | 显示全部楼层
Malton开始发动第二场戏了

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x 231
发表于 2011-11-17 13:30 | 显示全部楼层
柏威年产托上市料筹7亿 林晓春夫妇或私有化马顿?
财经新闻 财经  2011-11-17 12:20
(吉隆坡16日讯)随着柏威年产业投资信托(Pavilion REIT)12月6日的上市,将为大股东拿督林晓春夫妇带来约16亿9000万令吉,市场开始揣测林氏夫妇是否会将旗下的产业公司马顿(Malton,6181,主板产业股)私有化。
林氏夫妇目前持有柏威年产业投资信托37.6%股权,相等于9亿9264万令吉。
此外,这次上市活动也将为他们带来约7亿270万令吉。
另外还有旗下公司将产业注入产托所得到的回酬。
股价被低估
市场猜测拥有庞大资金的林氏夫妇,或许会趁此机会私有化其持有的马顿,尤其是后者股价处于被低估状态,且2亿9260万令吉的市值也相对较低。
林氏夫妇持有马顿37.9%的股权,是该公司主要股东。
根据昨日70仙的闭市价计算,他们需要1亿8170万令吉来收购马顿其余62.1%的股权,仅占他们在上市活动中所得到利益的四分之一。
马顿在蒲种、八打灵再也、梳邦和双溪毛糯皆拥有土地,也是莎阿南知名的Bukit Rimau城镇发展商。
截至2011年6月30日,该公司的总资产达9亿6040万令吉。

http://www.nanyang.com/node/398861?tid=462

又要私有化?!Malton的确被严重低估,每股产值rm1.40,现在股价才涨上70仙,前几天还没涨前才60仙!
如果大股东真的要私有化Malton,到底会出什么价位买?
相信Malton有一段时间可以继续被炒做了

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x 126
发表于 2011-11-17 14:55 | 显示全部楼层
兄弟们,偶下船了0.735

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x 126
发表于 2011-11-17 14:55 | 显示全部楼层
等着回调在买入

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x 231
发表于 2011-11-17 16:21 | 显示全部楼层
兄弟们,偶下船了0.735
sky1510 发表于 2011-11-17 14:55



   
兄弟恭喜你先赚钱套利

昨晚美股大跌,而庄家敢在今天发动攻势,证明这是大庄有能力逆势而上,是强庄
不知道大庄是否会让Malton回调

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发表于 2011-11-17 17:14 | 显示全部楼层
General Announcement
Reference No MM-111117-54341

Company Name
:
MALTON BERHAD  
Stock Name
:
MALTON  
Date Announced
:
17/11/2011


Type
:
Reply to query
Reply to Bursa Malaysia's Query Letter - Reference ID
:
NE-111116-63414
Subject
:
SALE AND PURCHASE AGREEMENT ENTERED INTO BY GAPADU HARTA SDN BHD, A WHOLLY OWNED SUBSIDIARY OF MALTON BERHAD FOR THE ACQUISITION OF 56.05 ACRES OF LAND FROM UKAY SPRING DEVELOPMENT SDN BHD

Description
:
We refer to the letter dated 16 November 2011 from Bursa Malaysia Securities Berhad on the above subject and append herewith the following information.

1.        The leasehold tenure of the Sub-divided Land, all 161 titles (“Land”) will expire on 18 February 2107.

2.        No valuation was carried out on the Land prior to the Acquisition.

3.        There is no liability to be assumed by Malton arising from the Acquisition.

4.        The source of funding for the Acquisition is expected to be 72% internal generated fund (including the contra properties) and 28% bank borrowing (existing loan drawdown of RM15 million and balance cash payable of RM14.4 million).

5.        Information on the Land and proposed development:-

i.        The Vendor has not provided any information on the net book value of the Land.

ii.        The name of the project has not been finalised.

iii.        Pending completion of the Acquisition, we are revising the development plan and therefore the estimated number units of the development are not available yet.  Likewise, the development cost, source of funds to finance the development cost and the expected profits to be derived are not available yet.

iv.        We expect to commence the development of the Land within a reasonable timeframe upon completion of the sale and purchase agreement and subject to the timing of the relevant authorities’ approvals for the development.  The development is expected to be completed within 7 years from the commencement date.

Query Letter
content
:
We refer to your Company's announcement dated 14 November2011 in respect of the
aforesaid Acquisition.

In this connection, kindly furnish Bursa Securities with the following
additional information for public release:-

(1)   To expiry date of the lease;
(2) Whether any valuation was carried put on the land if so, the following:-
(i) The name of the independent registered valuer;
(ii) Date and method of valuation;
(iii) Quantification of the market value;
(iv) The time and place where the valuation report may be inspected;
(3) Particulars of all liabilities, including contingent liabilities and
guarantees to be assumed by MALTON, arising from Acquisition;
(4) The breakdown in the source of funding for the Acquisition;
(5) Information on the following or an appropriate negative statement, where
applicable:-
(i) Net book value of the land;
(ii) Name of the project on the proposed development;
(iii) The estimated numbers of the bungalows etc.;
(iv) The development cost;
(v) Source of funds to finance the development cost;
(vi) The expected profits to be derived; and
(vii) The expected commencement and completion dates of the development.

Please furnish Bursa Securities with your reply within one (1) market day from
the date hereof.

Yours faithfully




KHOO KAY KWAN
Head, Issuers
Listing Division
Regulation

KKK/RSA

Copy to: General Manager & Head, Market Surveillance Department, Securities
Commission (via fax)

Announcement Details/Table Section :

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x 0
发表于 2011-11-17 18:02 | 显示全部楼层
短期目标价0。8~~

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x 61
发表于 2011-11-17 19:18 | 显示全部楼层
Malton profit rises on higher income recognition      

KUALA LUMPUR: Property developer Malton Bhd saw its 1QFY12 net profit more than double due to a higher recognition of income from its ongoing projects and the launch of Amaya Maluri.

Net profit for 1Q ended Sept 30 rose to RM12.1 million from RM5.54 million the previous year while revenue improved 44.3% to RM99.2 million from RM68.7 million.

Earnings per share rose to 2.9 sen from 1.59 sen, while net assets per share stood at RM1.33.

The company’s property development segment generated 66% or RM65.7 million in total revenue, followed by construction and project management, and property trading.

Earnings from construction and project management segment improved year-on-year due to progress in external projects.

Malton said its ongoing developments, Amaya Maluri and Bukit Rimau Shops, are expected to contribute positively to its current financial year.

The company proposed a final dividend of 0.85 sen less tax, and a final tax exempt dividend of 1.15 sen per share for its FYE June 30, 2011.

With the completion of the company’s rights issue of RM139.34 million nominal value seven-year 6% redeemable convertible secured loan stocks in early July, the group is expected to save interest costs arising from retirement of borrowings with higher interest rates and enhance its earnings through acquisitions of new land in strategic growth areas such as the Klang Valley, Penang and Johor for future development, it added.

Malton shares eased one sen to 69 sen on heavy volume of 23.43 million shares yesterday.

Early in the day, the stock hit a three-month high of 72.5 sen before easing on profit-taking.

http://www.theedgemalaysia.com/i ... me-recognition.html

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发表于 2011-11-17 19:44 | 显示全部楼层
MALTON明年注重于政府工程!公司一直强调不排除标政府工程,新闻也是,在ANNUALREPORT也是。。
回教金融大厦,政府打算跟QATAR联营发展。。 QATAR就是控制PAVILION股份!
还有,ONEMALAYSIAHOME。。不排出让私人发展,政府有很多SG。BULOH和SG。BESI地段。
最新的消息,GEMAS双轨火车道价值50亿,中国公司与本地公司联营,DESMENTLIM受提名,因为他是JOHOR马华背后蛮有份量的人。。。

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