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[公司专区] 5200 UOADEV UOA发展

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发表于 2012-2-25 22:32 | 显示全部楼层
一个星期之内,希望各位会员能够将此楼灌水贴自行删除。一个星期以后,我将会对此楼大扫除,太多灌水贴者斩!

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发表于 2012-2-28 00:25 | 显示全部楼层
本帖最后由 棕油 于 2012-2-28 00:33 编辑

以下是我问bursa的问题:回复我的是,KWYAP CORPORATE SERVICES SDN. BHD. (814680-A)应该是帮UOA做account的,
Dear Sir or Madam,
I had read through Financial result for the UOADEV
inancial Year End        : 31/12/2011
Quarter        : 4
Report Status        : Unaudited



In the income statement there is a Fair value adjustment on investment properties RM 113,463,000. since it just a fair value adjustment, it shouldn't include in income statement.
Second, the cumulative profit for 2011is  RM400,573,000. the EPS stated as 139 cents. as i know the total share issue is 1195860000 unit, the EPS sure be , RM400,573,000/ 1195860000= RM0.3350 or 33.50 cents. how could it EPS be 139 cents? 净盈利应该是384,809,000哈哈。

回复:
In regards to your first query, the Company was in compliance with Financial Reporting Standard 140 (“FRS 140”) : Investment Property, whereby under Paragraph 32A and 33 of FRS 140, an entity may choose either the fair value model or the cost model for all investment properties and after initial recognition, an entity that chooses the fair value model shall measure all of its investment property at fair value. Pursuant to Paragraph 35 of FRS 140, a gain or loss arising from a change in the fair value of investment property shall be recognised in the profit or loss for the period in which it arises.

As the Company has adopted the fair value model, the gain arising from the fair value of our investment properties of RM113 million has been recognized in the Income Statement in compliance with FRS 140.
回复:
In regards to your second query, the Company was in compliance with Financial Reporting Standard 133 (“FRS 133”) : Earnings per share, whereby Paragraph 10 of FRS 133 states that Basic Earnings per Share shall be calculated by dividing profit or loss attributable to ordinary equity holders of the parent entity by the weighted average number of ordinary shares outstanding during the period*. The Company’s weighted average number of shares during the period was 276,165,120, derived as follows:


Therefore our EPS has been calculated as follows:
Profit attributable to owners of RM384,806,000 =    384,809,000    =1.39
Weighted average no. of shares                                              276,165,120
This has been disclosed in Section B13 of our Q4 announcement.
* The weighted average number of shares is calculated by taking the number of outstanding shares and multiplying the portion of the reporting period those shares covered, doing this for each portion and, finally, summing the total

We trust the above answers have addressed your queries accordingly.

竟然用IPO之前的票数。这个季quater report 却用IPO之后,真的是

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发表于 2012-2-28 00:48 | 显示全部楼层
是咯,是用Weighted average no. of shares来计算EPS。有看到第一季的EPS竟是RM2.97吗??!!

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发表于 2012-2-28 11:54 | 显示全部楼层
Ok, in that case, lets calculate its earning ability:
Remove adjustment on properties, then profit before tax is $276M,
Don't know what is the outstanding share, so use the current issue share 1,195M shares,
So earning ability per share should be around 23 cents, equivalent to PE is still 6.5.
Which is still very good, am i right?

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发表于 2012-2-28 12:31 | 显示全部楼层
Ok, in that case, lets calculate its earning ability:
Remove adjustment on properties, then profit  ...
InvestLogic 发表于 2012-2-28 11:54



for developer/properties stock, even the growth is certain, the pe wouldn't be too high. look at plenitude,huayang,crescendo.... almost all properties are low PE. but i do believe one day, the properties will turn up.

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发表于 2012-2-28 14:18 | 显示全部楼层
mahsing current PE

Total EPS for year 2011 is 20.27, PE is 2.12/20.27=10.5

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发表于 2012-2-28 16:25 | 显示全部楼层
回复 186# weesen130


    Well, those that you have mentioned are the low PE properties stock. There are higher PE properties stock such as SPSetia, E&O, Equine...

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发表于 2012-2-28 17:20 | 显示全部楼层
末季净利1.39亿
UOA发展派10仙终期股息

财经新闻财经 2012-02-28 12:06

(吉隆坡27日讯)UOA发展(UOADev,5200,主板产业股)2011财年第四季录得1亿3943万7000令吉净利,营业额则达1亿3746万9000令吉。

该公司2011财年全年取得3亿8480万6000令吉净利,以及6亿1359万6000令吉营业额;其第四季和全年每股盈利分别达12仙和139仙。

同时,该公司董事部建议派发每股10仙的终期股息。

肯南嘉投资研究分析员指出,UOA发展的全年业绩,主要受Bangsar South和Setapak Green发展计划的销售所带动。

他披露,由于营业额按季滑落了12%,加上行政与一般成本因租金担保按季激增157%至2600万令吉,而且甲洞商业园(Kepong Business Park)的销售期比预期长,该公司第四季的核心盈利按季滑落了40%至3600万令吉。

另外,分析员对该公司派发10仙股息感到很意外,因这股息超越他所预测的4.9仙股息,而且派息率为净利的62%。

不过,由于不清楚此派息率是否会延续,分析员暂时将UOA发展的净派息率预测维持在30%。

但他将该公司2012财年的净利预测下调2%至2亿6900万令吉,销售额则维持在9亿令吉,主要受现有和持续进行的产业计划带动。

他深信该公司持续进行的发展计划,如大城堡的Le Yuen Residences和One@Bukit Ceylon,以取得非常良好的认购率,这表示它们在2012至2013财年期间贡献销售额。

“Bangsar South的Vertical Offices(发展总值达3亿6000万令吉)也有不错的市场反应,预计在未来两年内贡献很大的销售额和盈利。”

他给予UOA发展“超越大市”评级,目标价为1.65令吉。

http://www.nanyang.com.my/node/425001?tid=462

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发表于 2012-2-28 17:21 | 显示全部楼层
回复  weesen130


    Well, those that you have mentioned are the low PE properties stock. There ...
DenveR 发表于 2012-2-28 16:25



i believe they all need a good track of record before the market revise their pe. From what i observe only High growth(except those got politic issue behind the company) can make market doing this.
From cold eye's book: PE is apply while the company growth at the same. For example: company growth 10%, pe will be 10. Company growth 20%, pe will e 20. but both with the condition of time, like i said , few years of record.

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发表于 2012-2-28 17:26 | 显示全部楼层
i believe they all need a good track of record before the market revise their pe. From what i  ...
weesen130 发表于 2012-2-28 17:21



    有没有近bangsar一带股友,去看下uoa公司lanch新盘的销售情况。然后回来分享?

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发表于 2012-2-28 17:46 | 显示全部楼层
本帖最后由 wcys0607 于 2012-2-28 18:10 编辑

回复 191# sky1510


    我住damansara height一带...哈哈.bangsar 哪里?得空就去看...

还有,派息的比例占profit那么高,目的是?没有发展空间了?

刚刚google了一下...
http://maps.google.com.my/maps?p ... lla:en-GB,or.r_gc.r_pw.r_qf.,cf.osb&biw=1366&bih=638&um=1&ie=UTF-8&sa=N&tab=wl

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发表于 2012-2-28 18:10 | 显示全部楼层
5200    UOADEV    UOA DEVELOPMENT BERHAD
Changes in Sub. S-hldr's Int. (29B)
Particulars of Shareholder
Name         :         UOA HOLDINGS SDN BHD
NRIC/Passport No./Company No.         :         190246-V
Nationality/Country of Incorporation         :         MALAYSIA
Address:

WISMA UOA BANGSAR SOUTH

TOWER 1, AVENUE 3, THE HORIZON

BANGSAR SOUTH CITY

NO. 8 JALAN KERINCHI

59200 KUALA LUMPUR

Descriptions (Class and Nominal Value):

ORDINARY SHARES OF RM0.05 EACH

Name and Address of Registered Holder:

RHB CAPITAL NOMINEES (TEMPATAN) SDN BHD

LEVEL 10, TOWER ONE RHB CENTRE

424 JALAN TUN RAZAK

50400 KUALA LUMPUR

Details of Changes
Date of Notice         :         28/02/2012
Transactions:
No.         Date         Transaction Type         No of Securities         Price (RM)
1.         24/02/2012         Acquired         408,000         0.000
2.         27/02/2012         Acquired         50,000         0.000
Circumstances by reason of which change has occurred:

ACQUISITION OF SHARES IN OPEN MARKET

Nature of Interest:

DIRECT

Consideration:

No of Securities Held After Changes:
Direct         :         802,284,300 units (67.0900%)
Indirect/Deemed Interest         :         0 units (0.0000%)
Total         :         802,284,300 units
Remarks:

Submitted By:
YAP KAI WENG

28/02/2012   05:31 PM

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发表于 2012-2-28 18:22 | 显示全部楼层
那是好事还是坏事?为何公司不段买会自己的股票?

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发表于 2012-2-28 20:59 | 显示全部楼层
回复 194# bryan2003


买入自己的股票,很难断定说是好事还是坏事。

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发表于 2012-2-28 21:57 | 显示全部楼层
在想會不會出vincent tan 這招, 才上市不久 因股價少過IPO的價錢 然後又以低價私有化
UOA自己本身67.9%的股權了,把結其他一些大股東 吃定那些散戶,基金

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发表于 2012-2-28 22:12 | 显示全部楼层
回复 195# 豆沙包


    我不太明白。好是可能是他们肥田不外流。坏事呢?可以给些例子吗?谢谢!!

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发表于 2012-2-28 22:17 | 显示全部楼层
回复 197# bryan2003


        可以看一看最近的Pelikan, 它是很好的例子。

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发表于 2012-2-28 23:35 | 显示全部楼层
回复  豆沙包


    cheh you also 灌水 la...
theews82 发表于 2012-2-28 22:51



他有讲到这股的要点. 灌水也要有点方法.

我认为这股的流通量太大,导致股价被压,回购自家股也是不错的投资. 以发行价的接近一半买入,公司也赚到了.

<==酱就没问题啦.

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发表于 2012-2-28 23:58 | 显示全部楼层
Company Name       
:
UOA DEVELOPMENT BHD  
Stock Name       
:
UOADEV  
Date Announced       
:
28/02/2012  


Type       
:
Announcement
Subject       
:
TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS

Description       
:
UOA DEVELOPMENT BHD (“UOA”)

ACQUISITION OF FREEHOLD LAND IN KEPONG, KUALA LUMPUR MEASURING APPROXIMATELY 428,801.90 SQUARE FEET (9.8 ACRES) (“Property”) BY IDP INDUSTRIAL DEVELOPMENT SDN BHD, A WHOLLY OWNED SUBSIDIARY OF UOA, FROM TAGO (MALAYSIA) SDN BHD AT THE PURCHASE CONSIDERATION OF RM65,000,000.00. (“Acquisition”)
               


Announcement Details/Table Section :


Reference is made to our announcements on 11 October 2011 and 25 November 2011 in relation to the Acquisition.
Unless otherwise defined in this announcement, the terms used herein shall have the same meaning as those defined in our announcements on 11 October 2011 and 25 November 2011.
The Board of Directors of UOA wishes to announce that IDP Industrial Development SdnBhd (“Purchaser”), a wholly owned subsidiary of UOA, had entered into a Second Supplemental Agreement with Tago (Malaysia) Sdn Bhd (“Vendor”) to vary the terms of the completion of the Acquisition.
It was agreed that the Balance Purchase Price less the Redemption Sum and any other deductions as provided in the Sale and Purchase Agreement, the Supplemental Agreement and the Second Supplemental Agreement will be paid to the Vendor within seven (7) days from the date the Purchaser received the Issue Documents of Title to the Property with the name of the Purchaser duly endorsed as the registered proprietor of the Property provided that vacant possession of the Property free from all encumbrances is confirmed by the Purchaser as handed over to the Purchaser.

This announcement is dated 28 February 2012.

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发表于 2012-2-29 00:02 | 显示全部楼层
去年the edge报道这块地将以RM72.9 million cash 来买
w w w.theedgemalaysia.com/in-the-financial-daily/194428-uoa-to-acquire-land-for-rm729m.html

现在只用RM65 million
kepong的地也会跌价?

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