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发表于 15-6-2015 08:27 PM
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真的是“好消息”嗎？
2015-06-14 19:59
理論上，股價在好消息出爐後股價才聞風而漲，是股市的正規波動邏輯；可是，現實當然不會如此循規蹈矩。
股市永遠無法完美，人永遠不會知足，這兩大基本條件，足讓股市早已沒有“黑白分明”這回事。否則，“跟消息進場、依事實賣出（Buy On Rumor，Sell On The Fact）”又怎能夠成為廣泛流傳的投資金句？
要舉例證明更是簡單不過，適用例子實在多如牛毛；不如，就和各位說說剛在上週作了一次標準示範的長成集團（GLBHD，7382，主板種植組）吧。
上週一，長成集團宣佈以6億5千500萬令吉高價，把旗下4家從事種植業務的獨資子公司，聯同一塊大約836公頃的種植地轉賣給聯土全球（FGV，5222，主板種植組）。
對市值約70億令吉的聯土全球而言，上述交易尚算小事；但對於當時市值只有約4億2千576萬令吉的長成集團來說，卻是天大的消息，這當然是因為聯土全球的出價足足比長成集團市值還高出53%！
據肯納格研究推算，6億5千500萬令吉脫售價，相當於每股3令吉零3仙，加上管理層表明未決定如何使用資金，市場投機客們被消息所吸引，是理所當然的結果。
然而，就在多數投資者都以為長成集團勢必會在隔天開盤後大漲之際，該公司卻上演滑鐵爐，預期中的漲潮不但沒有出現，股價更是直線下挫，全天暴跌了31仙或16%，成為全場第二大下跌股。
一些市場人士的解釋是，長成集團股價意外下跌，或是因投資者擔心資產脫售案可能讓該公司成為PN16或17公司，但筆者的看法卻不同，首先因長成集團仍持有不少種植地在手，未必會成為PN16或17公司，該公司亦表明會就此尋求交易所意見，看看有關脫售案會否讓公司觸犯PN16或17條文。
再者，6億5千500萬令吉脫售價相當於每股3令吉零3仙，這筆數目一般足以支撐股價表現，因投資者擁有巨大的資本回退遐想空間，而且若每股股票有這麼高的價值作後盾，成為PN16或17公司又有何懼？
最後、亦是最重要的一點，是長成集團股價在過去1個月內，合計累積了高達66%漲幅，即使5月杪公佈的首季業績由盈轉虧，也阻止不了漲勢，股價在消息出爐前“偷跑”的跡象非常明顯，而好消息一出漲勢卻應聲而斷，則又顯示了提前進場者趁投機買盤湧現時迅速套利離場。
其實，任何的企業活動都是人為促成，且籌備過程難免牽涉不少人，這常讓企業活動在正式公佈前不脛而走，吸引提前知曉消息的投資者提早進場，而那些在消息出爐後才匆忙進場的投資者，所背負的風險自然偏高。
所以說啊，各位下次再聽聞某公司宣佈讓人心動的好消息時，不妨再三思考：這真的是“好消息”嗎？（星洲日報／投資致富‧投資茶室‧文：李三宇） |
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发表于 23-7-2015 02:14 AM
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本帖最后由 icy97 于 23-7-2015 11:40 PM 编辑
售资产所得回退1.9亿 长城股东每股获88仙
财经新闻 财经 2015-07-23 11:12
（吉隆坡22日讯）长城集团（GLBHD，7382，主板种植股）建议在脱售子公司和地皮取得的收入中，拨出一部分现金回退给股东。
根据文告，公司把4家经营原棕油业务的子公司及面积达836.1公顷的沙巴土地，脱售给土展创投（FGV，5222，主板种植股）的交易中，可袋入6亿5500万令吉。
因此，公司建议通过削减股票面值，并派发每股13仙的特别股息，把其中的1亿9033万令吉回退给股东，相等于每股获得88仙。
削值75%
长城集团会把股票面值削减75仙，至每股25仙，届时，缴足资本将从2亿2291万令吉，减少至5573万令吉。
长城集团预计可从交易中净赚4.44亿令吉，扣除了用作现金回退的1亿9033万令吉，还剩2亿5367万令吉。
其中1.9亿令吉将用来发展产业与种植业务，4367万令吉用作营运资本，其余的2000万令吉则支付相关开销。
目前，公司在PN16和17上市条例下，被归类为“现金公司”，需呈交重组计划以维持上市地位。【南洋网财经】
Type | Announcement | Subject | TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS | Description | GOLDEN LAND BERHAD ("GLBHD" OR "COMPANY")(I) PROPOSED DISPOSAL; AND(II) PROPOSED DISTRIBUTION(COLLECTIVELY REFERRED TO AS "PROPOSALS") | This Announcement is dated 22 July 2015.
We refer to the announcement dated 8 June 2015 in relation to the Proposed Disposal (“First Announcement”).
Unless otherwise stated, the definitions used throughout this announcement shall have the same meaning as defined in the First Announcement.
On behalf of the Board of Directors of GLBHD (“Board”), AmInvestment Bank Berhad (“AmInvestment Bank”) wishes to announce that, subject to the completion of the Proposed Disposal, the Company proposes to undertake a cash distribution of RM0.88 for every ordinary share in GLBHD (“GLBHD Share(s)” or “Share(s)”), which amounts to approximately RM190.33 million, on an entitlement date to be determined and announced later.
On behalf of the Board, AmInvestment Bank also wishes to announce that the Company proposes to utilise the net proceeds from the Disposal Consideration pursuant to the Proposed Disposal in the manner set out in Section 3 of this Announcement.
In addition, GLBHD has sought clarification with Bursa Securities with regards to its listing status pursuant to the Proposed Disposal.
Please refer to the attachment below for further details. |
http://www.bursamalaysia.com/market/listed-companies/company-announcements/4808417
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发表于 29-8-2015 04:56 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
30 Jun 2015 |
| | INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30 Jun 2015 | 30 Jun 2014 | 30 Jun 2015 | 30 Jun 2014 | $$'000 | $$'000 | $$'000 | $$'000 |
| 1 | Revenue | 492 | 0 | 12,967 | 0 | | 2 | Profit/(loss) before tax | -5,328 | -2,665 | -9,600 | -10,652 | | 3 | Profit/(loss) for the period | -971 | 3,564 | 3,853 | 12,943 | | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | -1,327 | 3,583 | 3,860 | 13,039 | | 5 | Basic earnings/(loss) per share (Subunit) | -0.61 | 1.65 | 1.78 | 5.98 | | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 1.00 | 0.00 | 1.00 |
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| 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 ($$) | 2.6000 | 2.9400
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发表于 12-10-2015 03:55 PM
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黄金十年：疯狂信念对决骗局
黄金十年 财经周刊 2015-10-12 15:04
http://www.nanyang.com/node/728260?tid=687
固执的我们，往往只愿意听到自己愿意听到的声音，愿意看到自己愿意看到的事情发生。
如果事情突然不依照原本预测的发展下去，我们很容易就乱了方寸。
这时，信念开始动摇，动作开始不理智，投资变成投机，研究变成赌博。
问题是，一项事业的成败，往往要用一生去经营，不到盖棺论定，我们永远不知道自己是投资或投机。
股市站回1700点以上，多少对长远看好的投资者有所激励。
巧合的是，美国道琼斯指数也站回去17000点以上。另一个向好的指数是，令吉汇率也转强，虽然短期内不可能回到1美元兑3令吉，但是令吉反弹了约8%，已让我们感到鼓舞。
因此，我们相信，2015年，我们将有惊无险的度过。
长城集团价位诱人
前周我们提到之前买进的长城集团（GLBHD，我们不晓得它为何叫长城，理论上该叫金地–Golden Land才对，前称Tanah Emas），上周公司终于宣布要开特大了。
是的，我们是看中它的卖地计划，公司建议脱售约836.1公顷的油棕园地予笨珍联合种植，售价6.55亿令吉。
完成后，公司将会派发共88仙的股息（13仙）和资本回退（75仙）给股东，而其股票面值也将从1令吉削减至25仙。
脱售计划告吹
之前因为股市败退，人们担心其脱售计划告吹，所以股价旁落。
我们买入时因为经过一轮抛售，股价已跌至吸引人的价位，同时整个交易是以令吉进行，令吉贬值对交易没有影响。
当公司宣布这项脱售时，股价曾经飙到1.90令吉；我们的购价是1.42令吉，股价相对的调整了25%，风险已经降低很多。
不但如此，我们研究到公司在完成脱售，派发股息之后，净资产还有2.06令吉。
而且，公司用脱售所得悉数还清贷款，还剩下2.33亿令吉做业务发展用途，这可是笔不小的现金，约每股1令吉。
我们的成本1.42令吉，扣除88仙后只有56仙，相对2.06令吉净资产来说，实在是太低了。
当时一个不确定因素是不知道这交易何时可以完成，太早买进可能生变。
如今特大召开，完成日期进一步推前，若无意外，会在明年1月告一段落。
事情进展有点像去年的毅豪（ABRIC）脱售业务过程一样。我们决定再买入2000股（每股1.56令吉）。
免责声明
除了股票基本面，本文内容纯属虚构，所有提及股项纯属学术上或经验上的建议，读者若有兴趣投资，应该自行深入研究或询问股票经纪才决定，盈亏自负。
我们鼓励通过正确的投资方式创造财富，文中的建议，都有一个完整的买卖纪录。
草根牛马 |
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发表于 18-11-2015 01:19 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2015 |
| | INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30 Sep 2015 | 30 Sep 2014 | 30 Sep 2015 | 30 Sep 2014 | $$'000 | $$'000 | $$'000 | $$'000 |
| 1 | Revenue | 153 | 2,331 | 153 | 2,331 | | 2 | Profit/(loss) before tax | 5,252 | 3,789 | 5,252 | 3,789 | | 3 | Profit/(loss) for the period | 3,190 | 2,582 | 3,190 | 2,582 | | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 3,278 | 2,629 | 3,278 | 2,629 | | 5 | Basic earnings/(loss) per share (Subunit) | 1.52 | 1.22 | 1.52 | 1.22 | | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 2.6500 | 2.6000
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发表于 26-2-2016 06:38 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
31 Dec 2015 |
| | INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31 Dec 2015 | 31 Dec 2014 | 31 Dec 2015 | 31 Dec 2014 | $$'000 | $$'000 | $$'000 | $$'000 |
| 1 | Revenue | 6,040 | 3,159 | 6,193 | 5,490 | | 2 | Profit/(loss) before tax | 2,094 | 5,241 | 7,346 | 9,030 | | 3 | Profit/(loss) for the period | -1,026 | 3,433 | 2,164 | 6,015 | | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | -539 | 3,548 | 2,739 | 6,177 | | 5 | Basic earnings/(loss) per share (Subunit) | -0.25 | 1.64 | 1.27 | 2.86 | | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
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| 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 ($$) | 2.6600 | 2.6000
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发表于 26-2-2016 06:40 AM
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Type | Announcement | Subject | TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS | Description | Proposed Acquisition of a piece of land located in Kecamatan Sandaran, Kabupaten Kutai Timur, Kalimantan Timur, Indonesia | |
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发表于 15-3-2016 03:15 AM
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EX-date | 24 Mar 2016 | Entitlement date | 28 Mar 2016 | Entitlement time | 05:00 PM | Entitlement subject | Special Dividend | Entitlement description | Special Single-Tier Dividend of RM0.13 per ordinary share of RM1.00 each | Period of interest payment | to | Financial Year End | 30 Jun 2016 | Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlement | Registrar or Service Provider name, address, telephone no | SECURITIES SERVICES (HOLDINGS) SDN BHDLevel 7, Menara MileniumJalan Damanlela, Pusat Bandar DamansaraDamansara Heights50490 Kuala LumpurTel:0320849000Fax:0320949940 | Payment date | 12 Apr 2016 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 28 Mar 2016 | 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 indicator | Currency | Currency | Malaysian Ringgit (MYR) | Entitlement in Currency | 0.1300 | Par Value | Malaysian Ringgit (MYR) 1.000 |
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发表于 15-3-2016 04:04 AM
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本帖最后由 icy97 于 16-3-2016 01:33 AM 编辑
完成資產脫售程序‧長成每股回退88仙
2016-03-15 09:03
（吉隆坡14日訊）長成集團（GLBHD，7382，主板種植組）完成資產脫售程序，並進行每股88仙資本回退。
長成集團發文告表示，上述資本回退，其中13仙以特別股息方式派發給股東，除權日為3月24日，享有日為3月28日。餘下77仙需高庭批准相關程序，方可派發給股東，預期見年第2季可完成相關程序。
長成集團早前脫售836.1公頃地庫予聯土全球（FGV，5222，主板種植組），脫售價為6億5千500萬令吉。（星洲日報／財經）
Type | Announcement | Subject | TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS | Description | GOLDEN LAND BERHAD ("GLBHD" OR "COMPANY")(I) PROPOSED DISPOSAL; AND(II) PROPOSED DISTRIBUTION(COLLECTIVELY REFERRED TO AS "PROPOSALS") | This announcement is dated 14 March 2016.
We refer to the announcements dated 8 June 2015, 22 July 2015, 27 July 2015, 6 October 2015 and 29 October 2015, 8 December 2015 and 7 March 2016 in relation to the Proposals (“Announcements”), and the circular to shareholders dated 7 October 2015 (“Circular”).
Unless otherwise stated, the definitions used throughout this announcement shall have the same meaning as defined in the Announcements and Circular.
On behalf of the Board of Directors of GLBHD (“Board”), AmInvestment Bank Berhad (“AmInvestment Bank”) wishes to announce that the Proposed Disposal has been completed on 14 March 2016 in accordance with the terms of the SPA and as mutually agreed between GLBHD and PUPB. Accordingly, YPSB, SKSB, LKSB and TEOPP cease to be subsidiaries of GLBHD.
Following the completion of the Proposed Disposal, the Board will proceed with the Proposed Distribution of RM0.88 for every GLBHD Share.
On behalf of the Board, AmInvestment Bank is pleased to announce a special dividend of RM0.13 per GLBHD Share. The book closure date for the Special Dividend is 28 March 2016. The payment date for the Special Dividend is 12 April 2016. Please refer to the notice of book closure as announced on even date.
The Board will distribute the remaining RM0.75 per GLBHD Share after obtaining all requisite approvals for the Proposed Capital Repayment. Shareholders of GLBHD had at the extraordinary general meeting dated 29 October 2015 approved the resolution for the Proposed Capital Repayment. The Proposed Capital Repayment is currently pending confirmation by the High Court for the cancellation of GLBHD’s share capital and the approval/consent of the financiers/creditors of GLBHD, if and where required. Barring any unforeseen circumstances, the Proposed Capital Repayment is expected to be completed by the second (2nd) quarter of the year 2016.
Please refer to the attachment below for further details on the Proposals. |
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5029985
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发表于 16-3-2016 01:54 PM
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发表于 16-3-2016 01:55 PM
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其实，此股在星期一消息公布之前也是稳如泰山的。
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发表于 16-3-2016 01:57 PM
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但是，也从中看出，大股东老神在在，并不会推波助澜，而保密消息也一流。 |
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发表于 16-3-2016 02:01 PM
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个人意见，现在售股的是那些原本希望消息公布后股价会上涨的投资者，现在消息公布了，股价却没涨，所以脱手咯咯。买进者则是一群价值投资者，认为此股值得持有。 |
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发表于 16-3-2016 02:05 PM
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想一想，此股派发RM0.88已经是“铁定”了的事。即使你是以RM1.68 买进，扣除特别股息，你的成本其实只有RM0.80。以现阶段，你持有的却是拥有丰裕现金及土地的公司。参考上楼的一些文章吧。 |
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发表于 16-3-2016 02:27 PM
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发表于 16-3-2016 02:29 PM
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发表于 29-4-2016 05:48 PM
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Type | Announcement | Subject | TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS | Description | PROPOSED ACQUISITION OF PT CITRA ENGGANG NUSALARAS (PT CITRA) AND PT CIPTA ENGGANG NUSALARAS (PT CIPTA) BY THE WHOLLY-OWNED SUBSIDIARY OF GOLDEN LAND BERHAD (GLBHD), PACIFIC BLOOM LIMITED | |
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发表于 28-5-2016 05:21 AM
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Date of change | 25 May 2016 | Name | MR CHIN WOON SIAN @ LOUIS CHIN | Age | 47 | Gender | Male | Nationality | Malaysia | Type of change | Resignation | Designation | Chief Financial Officer | Reason | To explore other career opportunities | Details of any disagreement that he/she has with the Board of Directors | No | Whether there are any matters that need to be brought to the attention of shareholders | No | Qualifications | Member of the Association of Certified Chartered Accountants | Working experience and occupation | Prior to joining GLBHD, he was an Audit Senior at Ernst & Young from 1989 to 1999. He joined GLBHD in November 1999 to ensure effective and efficient accounting reporting systems and to monitor the various operating units performance against the budget. He was appointed as GLBHDs Company Secretary in February 2006. | Family relationship with any director and/or major shareholder of the listed issuer | Mr Chin is the spouse of Ms Yap Fei Chien, the Executive Director | Any conflict of interests that he/she has with the listed issuer | Nil | Details of any interest in the securities of the listed issuer or its subsidiaries | 52,000 Ordinary Shares of RM1.00 each |
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发表于 28-5-2016 05:21 AM
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Date of change | 25 May 2016 | Name | MR CHAI CHOONG WAH | Age | 44 | Gender | Male | Nationality | Malaysia | Type of change | Appointment | Designation | Others | Qualifications | Member of the Malaysia Institute of Accountants (MIA) and Association of Chartered Certify Accountant (ACCA) | Working experience and occupation | Mr Chai has 20 years experience in Account and Finance. Prior to this appointment, he was the Financial Controller for Wah Seong Corporation Berhad and Senior Finance Manager of Tan Chong Motors Holdings Berhad. His experience encompassed financial results review, treasury management, group risk management and implementation, internal restructuring exercise, strategic planning, annual statutory audit, annual budgeting, quarterly reporting to Bursa Malaysia, hedging strategies, business process reengineering as well as attending to corporate finance matters. | Directorships in public companies and listed issuers (if any) | Nil | Family relationship with any director and/or major shareholder of the listed issuer | Nil | Any conflict of interests that he/she has with the listed issuer | Nil | Details of any interest in the securities of the listed issuer or its subsidiaries | Nil |
| Remarks : | | Designation : Financial Controller |
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发表于 31-5-2016 01:13 AM
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| | INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31 Mar 2016 | 31 Mar 2015 | 31 Mar 2016 | 31 Mar 2015 | $$'000 | $$'000 | $$'000 | $$'000 |
| 1 | Revenue | 928 | 7,035 | 7,121 | 12,525 | | 2 | Profit/(loss) before tax | 83,811 | -168 | 91,157 | 8,862 | | 3 | Profit/(loss) for the period | 82,529 | -1,191 | 84,693 | 4,824 | | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 82,815 | -990 | 85,554 | 5,187 | | 5 | Basic earnings/(loss) per share (Subunit) | 38.29 | -0.46 | 39.56 | 2.40 | | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 3.0100 | 2.6000
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