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发表于 19-10-2016 05:21 AM
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Instrument Category | Securities of PLC | Instrument Type | Warrants | Description | Issuance of free warrants in LHB ("Warrants") on the basis of one (1) Warrant for every two (2) existing ordinary shares of RM0.20 each in LHB held at 5.00 p.m. on 14 October 2016 ("Free Warrants Issue") |
Listing Date | 19 Oct 2016 | Issue Date | 14 Oct 2016 | Issue/ Ask Price | Not Applicable | Issue Size Indicator | Unit | Issue Size in Unit | 304,375,000 | Maturity | Mandatory | Maturity Date | 13 Oct 2021 | Revised Maturity Date |
| | Name of Guarantor | Not Applicable | Name of Trustee | Not Applicable | Coupon/Profit/Interest/Payment Rate | Not Applicable | Coupon/Profit/Interest/Payment Frequency | Not Applicable | Redemption | Not Applicable | Exercise/Conversion Period | 5.00 Year(s) | Revised Exercise/Conversion Period | Not Applicable | Exercise/Strike/Conversion Price | Malaysian Ringgit (MYR) 0.4000 | Revised Exercise/Strike/Conversion Price | Not Applicable | Exercise/Conversion Ratio | 1:1 | Revised Exercise/Conversion Ratio | Not Applicable | Mode of satisfaction of Exercise/ Conversion price | Cash | Settlement Type/ Convertible into | Physical (Shares) |
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发表于 4-11-2016 11:24 PM
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Type | Reply to Query | Reply to Bursa Malaysia's Query Letter - Reference ID | IQL-03112016-00001 | Subject | Article Entitled: "Lay Hong eyes D'nonce" | Description | LAY HONG BERHAD ("LHB" OR THE "COMPANY") - THE STARBIZ ARTICLE ENTITLED LAY HONG EYES D'NONCE | Query Letter Contents | We refer to the above article entitled "Lay Hong eyes D'nonce" appearing in STARBIZ on Page 1, 3 November 2016, a copy of which is enclosed for your reference. In particular, we would like to draw your attention to the underlined sentences which are reproduced as follows : - "Integrated eggs and poultry player Lay Hong Bhd is said to be looking to take up a controlling stake in D'nonce Technology Bhd, a supplier of packaging materials that is going into the frozen food segment.
- It is learnt that Lay Hong would build up a stake in D’nonce through a combination of a private placement exercise and the acquisition of an existing block from one of the existing shareholders. Towards this end, D'nonce has already announced a 20% private placement that Lay Hong is likely to participate in ".
In accordance with Bursa Securities' Corporate Disclosure Policy, kindly furnish Bursa Securities with an announcement for public release confirming or denying the above reported article in particular the underlined sentences after due and diligent enquiry with all the directors, major shareholders and all such other persons reasonably familiar with the matters about which the disclosure is to be made in this respect. In the event you deny the above reported sentences or any other part of the article, you are required to set forth facts sufficient to clarify any misleading aspects of the same. In the event you confirm the above reported sentences or any other part of the article, you are required to set forth facts sufficient to support the same. | We refer to the above article that appeared in The StarBiz, Page 1 on Thursday, 3 November 2016.
The Company has promptly conducted a due enquiry with all the directors and major shareholders in this respect.
Although the Company is eyeing to invest in D’nonce Technology Bhd (“D’nonce”), the manner has not been finalised and there is currently no arrangement in place for the Company to take up the Private Placement with Warrants in D’nonce.
The parties are still in early talks and no finalised scheme has been agreed upon.
The Company will make the necessary announcement(s) when there are any material development or transactions are entered into.
This announcement is dated 3 November 2016. |
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发表于 2-12-2016 06:42 AM
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本帖最后由 icy97 于 14-12-2016 06:32 AM 编辑
丽鸿次季净利跌59%
By Ahmad Naqib Idris / theedgemarkets.com | November 28, 2016 : 7:38 PM MYT
（吉隆坡28日讯）丽鸿（Lay Hong Bhd）第二季净利下跌59%至354万令吉，或每股5.85仙，相比去年同期的856万令吉，或每股16.64仙。
该集团今日向大马交易所报备，截至9月杪的2017财政年次季净利下跌，是因为去年同期脱售子公司取得单次获利，以及该季度为新产品作出广告与宣传开销。
次季营业额从1亿6475万令吉，起4%至1亿7098万令吉，归功于蛋价走高，以及蛋销量增加。
2017财年首半年的净利按年跌64%至396万令吉，同期是1114万令吉；营业额由3亿1930万令吉，增3%至3亿2993万令吉。
展望未来，丽鸿表示，将评估NH Foods Ltd入股为大股东的策略，这是鸡肉产品生产业务的一大进步。
“公司正在评估其策略，并将善用NH Foods的优势，带领公司攀得更高。名为NHF Manufacturing（大马）私人有限公司的联营公司已成立，现在正积极开展工厂和产品开发。”
“初步产品系列预计在年内推出。”
（编译：陈慧珊）
SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2016 |
| | INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30 Sep 2016 | 30 Sep 2015 | 30 Sep 2016 | 30 Sep 2015 | $$'000 | $$'000 | $$'000 | $$'000 |
| 1 | Revenue | 170,981 | 164,752 | 329,932 | 319,303 | | 2 | Profit/(loss) before tax | 5,033 | 11,713 | 6,374 | 16,245 | | 3 | Profit/(loss) for the period | 3,713 | 9,167 | 4,684 | 12,432 | | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 3,541 | 8,559 | 3,960 | 11,137 | | 5 | Basic earnings/(loss) per share (Subunit) | 5.85 | 16.64 | 6.59 | 21.70 | | 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 ($$) | 4.3300 | 4.1900
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发表于 27-12-2016 12:29 AM
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料2019年贡献净利
丽鸿NH Foods新厂后年投产
2016年12月20日
（巴生20日讯）丽鸿（LAYHONG，9385，主板消费产品股）与日本Nipponham Foods（简称NH Foods）联营的新厂，料于2018年底投入运作，且有信心新联营厂房2019财年会为公司净利带来显著贡献。丽鸿执行董事叶佐豪指出，丽鸿与NH Foods联营的NHF制造有限公司（简称NHFM），新厂位于加埔，建筑工程料于明年首季动工，并在2018年底完成。
“届时，新厂每月能生产2000吨加工食品。”
他今日推介Nippon Premium Nutriplus品牌5种加工冷冻食品后，向媒体如是指出。
出席者还包括丽鸿营运董事叶佐文，及NHFM总执行长新田隆一和NH Foods执行长藤井秀树。
今年初，丽鸿与日本食品公司NH Foods合作，成立联营公司NHFM，并兴建新厂生产和销售加工肉类食品。
NH Foods和丽鸿，分别持有NHFM的51%和49%的股权。
NHFM将会负责生产、制造、行销、分销和销售加工肉类食品，所生产的食品将以Nippon Premium Nutriplus品牌出售。
每月产2000公吨
叶佐豪说，由于联营的工厂待建。所以NHFM目前使用丽鸿，位于丹绒加弄的厂房生产Nippon Premium Nutriplus品牌的产品。
他解释，丽鸿丹绒加弄厂房目前的使用率为70%，预计会在2018年达至100%，既每月生产2000公吨，主要是为了暂时应付Nippon Premium Nutriplus品牌下的产品生产。
Nippon Nutriplus本地试温
藤井秀树解释，双方联营的加埔新厂，资本开销为1000万美元（约4481万令吉）。
叶佐豪则说：“有来自日本的品质管理及食品安全标准，未来公司可通过新厂房生产创新及建康食品。”
他也指出，Nippon Nutriplus品牌的产品先以本地市场试温。若能，会在2018至2019年扩展市场至日本。
他说，通过我国的清真认证，及NH Foods的网络和专业知识，一些新厂所生产的加工食品也将出口至新加坡，及中东国家。
扩展即食食品业务两年市占料达10%
叶佐豪补充，丽鸿的加工及即食食品，目前的市场份额大约为6%。
不过，预计会在2018年，达至10%以上，因为公司正扩展业务。
目前，丽鸿旗下的产品有30%是出口至外国。
至于令吉贬值，对丽鸿今年的影响不大。
不急涉足房产业
他说：“公司原材料成本是以美元计算，所以会对公司带来一些影响，但目前影响不多。”
早前该公司在雪州依约购入一块地皮，询及会否涉及房产发展业务，叶佐豪指出：“目前，我们会专注在核心业务，增加鸡蛋产量，从现在的每日生产180万粒鸡蛋，至2018年下半年每日生产300万粒。”
“我们不急于涉及房产发展业务。”
同时，叶佐豪也指出，截至2017年3月的财年业绩表现，料与上财年持平或表现更好。 【e南洋】 |
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发表于 7-2-2017 03:19 AM
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丽鸿上诉得直
东南物流退还263万赔偿金
2017年2月7日
（吉隆坡6日讯）丽鸿（LAYHONG，9385，主板消费产品股）与东南物流（TNLOGIS，8397，主板贸服股）早前运输费诉讼案上诉得直，东南物流被勒令退还总值263万令吉给丽鸿。
去年4月，高庭裁决Lay Hong Food Corp私人有限公司（简称LHF），需赔偿371万令吉给东南物流旗下Tiong Nam Logistic Solutions私人有限公司（简称TNLS）。随后，LHF向上诉庭上诉成功。
因此东南物流上周五向马交所报备，被勒令退还LHF 263万令吉。其中包括27万4540令吉索赔、156万令吉为期半年业务损失赔偿，及总值47万500令吉的5辆卡车无法使用的损失赔偿。
不过，上诉庭允许东南物流保留剩余约163万令吉，包括160万令吉的服务供应索赔。
东南物流指出，不会对公司截至2016财年3月杪的财报和营运有任何影响。正在寻求法律咨询，才决定下一步行动。【e南洋】
Type | Announcement | Subject | MATERIAL LITIGATION | Description | LAY HONG BERHAD ("LHB" OR THE "COMPANY")MAHKAMAH TINGGI SHAH ALAM GUAMAN SIVIL : 22NCVC-629-10/2013LAY HONG FOOD CORPORATION SDN BHD ("APPELLANT")VSTIONG NAM LOGISTICS SOLUTIONS SDN BHD ("RESPONDENT") | Reference is made to the announcement made on 28 April 2016 and 23 May 2016 ("Announcements"). For consistency, the abbreviations and definitions used throughout this announcement are the same as those previously defined in the Announcements.
LHB wishes to announce that Lay Hong Food Corporation Sdn Bhd ("LHF"), a wholly-owned subsidiary of the Company has been informed by its solicitors that the Court of Appeal has on 17 January 2017 allowed the Applicant's appeal as follows:- 1) The Respondent is ordered to refund to the Appellant the sum of RM2,626,426.61 together with the interest thereon at 5% p.a from 7 June 2016 until the date of settlement.
2) The Respondent is ordered to pay RM20,000.00 as costs to the Appellant.
LHF did not dispute the claim of RM1,596,574.89 by the Respondent as the amount due and owing to Tiong Nam Coldroom & Distribution Centre Sdn Bhd is now deemed settled upon payment of the said sum to the Respondent.
There is not material financial effect to the Group as the amount claimed of RM1,596,574.89 by the Respondent had been provided for in the Audited Financial Statements for the financial year ended 31 March 2015.
In addition, there is no operational impact to the Company and the Group.
This announcement is dated 19 January 2017. |
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发表于 4-3-2017 06:05 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
31 Dec 2016 |
| | INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31 Dec 2016 | 31 Dec 2015 | 31 Dec 2016 | 31 Dec 2015 | $$'000 | $$'000 | $$'000 | $$'000 |
| 1 | Revenue | 171,680 | 163,378 | 501,612 | 482,681 | | 2 | Profit/(loss) before tax | 7,859 | 5,209 | 14,233 | 21,454 | | 3 | Profit/(loss) for the period | 10,108 | 4,498 | 14,792 | 16,930 | | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 8,612 | 4,146 | 12,572 | 15,283 | | 5 | Basic earnings/(loss) per share (Subunit) | 1.42 | 0.79 | 2.08 | 2.96 | | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 0.4400 | 0.4200
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发表于 10-5-2017 06:15 AM
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本帖最后由 icy97 于 17-5-2017 01:53 AM 编辑
PANPAGE斥1075萬 向麗鴻購超市股權
2017年5月09日
（吉隆坡9日訊）PANPAGE（PANPAGE，0041，主要板科技）出價1075萬令吉，向麗鴻（LAYHONG，9385，主要板消費）收購G-Mart Borneo零售私人有限公司30%股權。
麗鴻與PANPAGE同時向馬證交所報備，雙方簽署股權買賣協議，PANPAGE將以1075萬令吉，向麗鴻收購G-Mart Borneo零售1140萬股，相等于30%股權。
G-Mart Borneo零售經營超市業務。
一旦完成上述股權買賣，PANPAGE將持有G-Mart Borneo零售30%股權，麗鴻則持有剩下70%股權。
根據報備文件，PANPAGE將通過內部融資和銀行貸款，支付上述股權收購。
向來相對低調的PANPAGE從事建立企業據點（Portal），為中小型企業提供線上和線下營銷接決方案。【中国报财经】
Type | Announcement | Subject | TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS | Description | LAY HONG BERHAD ("LHB" OR THE "COMPANY")PROPOSED DISPOSAL OF THE 30% EQUITY INTEREST IN G-MART BORNEO RETAIL SDN BHD ("PROPOSED DISPOSAL") | The Board of Directors of LHB wishes to announce that the Company had on 8 May 2017 entered into a Shares Sale Agreement with PanPages Berhad (Company No. 537337-M) to dispose of 11,400,000 ordinary shares representing 30% equity interest in G-Mart Borneo Retail Sdn Bhd (Company No. 335718-K) for a total cash consideration of RM10,750,000.00 (the “Proposed Disposal”).
Please refer to the attachment for the full text of the announcement in relation to Proposed Disposal.
This announcement is dated 8 May 2017. |
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5421773
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发表于 22-5-2017 04:46 AM
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丽鸿要当食品加工一哥
丽鸿（LAYHONG，9385，主板消费品组）近年积极布局，最近与全球第四大的食品加工公司日本火腿集团展开策略联营，不仅将伺机开拓更大海外市场，也放眼在综合家禽产品登上老大或前3名行列。
拟透过内部成长或并购
挤入行业三甲
执行董事叶佐豪受访时指出，其食品加工目前处于第二、第三名；若和日本伙伴的策略联盟发挥效能，专注扩大出口与本地市场，很大可能于5年内，登上食品加工“首号交椅”。
他也指出，丽鸿将透过内部成长及不排除以并购方式，崛起成这个行业一哥或前三甲。
丽鸿与日本联营伙伴日本火腿集团（前称日本NH食品），各以持股49%与51%，设立日本火腿制造有限公司（NHFM），放眼出口至日本、新加坡、中东市场。
叶佐豪表示，丽鸿目前仍不甘于雌伏，这个行业仍然有很多契机，而且也有扩展海外之潜能。
他说，国内的土地成本提高，进入这个行业的门槛也高，特别是在蛋鸡这区块，因而这个行业的巩固期将无可避免。
他表示，丽鸿将透过内部成长或并购方式，促成在这个行业成为一哥或前三甲。
丽鸿主席叶志鸿说，丽鸿规模尚小，目前市值6亿令吉，要跨国扩张恐怕面对很大的竞争，因而丽鸿须在资金再扩大，不排除筹资与扩大股本可能性。
与日本人合伙“加值”
叶志鸿表示，目前仍在探讨进军印尼市场，有了日本伙伴比较容易进军其他地区。
“日本伙伴有食品加工之优势，我们只是配合；在农场与搞生产，则是我们经验所在，这让我们各司其职，因而配合得很好。”
探讨进军泰国印尼
他说，倘若日本伙伴在印尼做食品加工，也会找丽鸿做农场与食品加工整个结构的建立，这促使在肉鸡、蛋方面便可安心扩展。
他认为，市场是重要议题，没有市场就面对很大问题。
“与日本人合伙是很大的‘加值’，假以时日丽鸿一定可增加生意量。”
“我们相信，大约到了2018、2019乃至2020财政年，可获真正实现产能扩张与享受高成长。”
他表示：“我们最近尝试到泰国、印尼探讨扩张，不过时机尚未成熟，有朝一日希望在年轻人带领下，公司可扩展至印尼、泰国和东南亚等地区。”
“在大马的业务则较平稳，无疑是走对了方向，食品加工与品牌建立做得不错，与日本策略伙伴合作后，相信可在2018年至2019年间，促成业务突飞猛进增长。”
叶佐豪指出，日本伙伴在食品加工有丰富经验，日本伙伴将以丽鸿Nutriplus品牌，在马行销相关产品。
将设厂生产清真认证产品
“这不仅创造整体价值，也为Nutriplus的品牌价值；其次是这个联营将专注搞出口，日本火腿于2018年设立新厂房，生产清真认证的产品。
“这项策略旨在出口食品至日本与区域其他国家（凡日本火腿有市场之处）。
他形容这是一箭双雕之策略，长远将为股东创造更强劲价值；联营成功除了获更多元产品，同时也获得市场。
他说，鸡肉加工新厂房设立后，将于2018年杪才开始贡献，并逐步对盈利做出贡献。
日本火腿是全球第四大的食品加工厂，在全球有有广大销售点；只要能符合其要求，便可到达其市场。
由丽鸿生产原料，再交由日本伙伴加工处理。
他说，开启这个策略联营后，丽鸿无疑打开了出口市场，前景更为光明。
“我们以前做半熟品，日本伙伴做的是全熟产品，出口的潜能更高，风险也更低。”
他预计在工厂开始营运后，将生产全熟产品，而日本伙伴提供我们的是市场。
活化市场
增销售渠道
丽鸿日本联营公司去年11月推出5种产品，潜在客户给予良好反应，产品素质、滋味与产品多元化获得赞好。
不过叶佐豪说，丽鸿仍需更努力，透过提升销售渠道，以改善产品的渗透率。目前仍需活化市场，同时将增更多销售渠道。
他表示会进行更多的实地激活市场活动，才进展至群众市场的广大渠道上。
陆续推新产品
“目前主要在摩登贸易渠道上推广，5项产品是首次推展之产品，接下来每隔6个月将陆续有新产品推出；未来将推展更多新产品种类。”
他说，日本伙伴总共有逾千多种这类食谱，存于日本的数据库。
“基本上，是把上述数据库取出食谱，并根据本地口味再作调整，推出接近本地口味的产品。”
这些研发工作通常由日本伙伴负责，他们负责选定食谱，测试有关食品，然后才推出市场。
在目前是创造更多元化之食品群，增加产品组合；同时，改善市场对产品的认知，以提高知名度。
“这些产品将扩展至主流的群众市场；希望今年内便可达致上述目标。”
目前，国内仍没有其他类似产品，即便如此订价也要具竞争性，并以市场上其他进口产品作为标竿。
探讨投资中国
叶佐豪说，仍然在探讨适当的伙伴，目前投资中国仍是很初步的探讨。
“我们还在探讨市场契机，同时也分析本身的优劣势；专注食品加工和鸡蛋加工，而且中国是否欢迎丽鸿往这方面投资，仍在探讨阶段。”
他指出，倘若具有出口契机，丽鸿将积极争取，直接由大马出口至有关市场。
有信心业绩持平
谈到截至2017年3月31日这个财政年之展望，他表示至少可维持上一个财政年表现。
尽管首9个月净利跌7.7%，有信心3月杪截止财政年可保持去年水平。他说，这是与前期扣除了发股计划（SIS）所引发冲击相比，仍可保持去年业绩。
上财政年第四季，受1501万令吉上述一次过开销拖累，导致净亏1260万令吉；扣除上述冲击则获税前盈利360万令吉，上财政年全年获利270万令吉。
丽鸿于2017财政年斥资约4700万资本开销用于扩展蛋鸡生产，2018财政年将斥资逾9000万令吉，用于肉鸡与蛋鸡扩展上。
他说，这几个年度将是关键增产年，目标是2018财政年每日鸡蛋生产倍增至300万颗，2020财政年每日生产200万只鸡。
他表示，多数农场皆在雪隆，因而未来集中在雪隆与沙巴扩张。
他说，沙巴旅游业蓬勃，基于竞争较少，在鸡蛋与肉鸡方面成长不俗，仍有扩张之潜能。
父子同心
父：主席叶志鸿（67岁）
从蛋鸡扩至肉鸡种鸡
巴生滨华中学毕业，一毕业就到农场工作，是第二代农场经营者，当时从父亲手上接过来，从一万粒鸡蛋的小农场经营迄今40多年。
从事蛋鸡农场业务一个时期后，改成有限公司，1994年10月20日上市，2000年再扩展至肉鸡与种鸡，业务足迹从巴生河流域发展至马六甲，再延伸至沙巴。
2005年，扩大至下游的鸡肉加工，生产加工鸡肉产品和液态鸡蛋。2009年扩展至沙巴，并收购沙巴城郊地区的9间中型超市。
“沙巴经营蛋与肉鸡，也有宰鸡场，在沙巴也有零售商店售卖鸡蛋与鸡肉等产品”
子：叶佐豪（39岁）
开创液态蛋先河
15年前投入丽鸿，初次进来时，丽鸿正在从一个传统的鸡蛋供应商逐步转型，并由他开创液态蛋的先河。
经消毒过程之液态蛋，是在现代化与高度自动化设施下生产，适用于饼干行、蛋糕店、酒店或餐饮到会之需求。
他回顾，当时的功能蛋已开始，打开了开发渠道与行销的新旅程，并进行本身的研发，且从传统的原产品市场闯出新生机。
“当时，我们仍是一家农场，我们的改变，是从直接行销，并营造自己的品牌开始。”
“我们直接进行宣传和搞市场和摩登贸易活动，这些活动很多农场都不直接涉及，通常只管生产鸡肉或鸡蛋，皆不插手运送或送达市场的工作。”
开展肉鸡加工过程
那时的创举，可被视为跨出一大步；嗣后，开展了肉鸡的加工过程，从很小的肉鸡加工规模，到目前每月已扩大加工100万只鸡；加工产能可推高至最高200万只鸡，只是仍面临鸡只不足扩大加工产能。
除了加工成整只鸡外，有关鸡只也加工为食品；这包括鸡块（Nudget）、香肠、炸鸡等加工食品。
“这些皆为利基市场，对价格不会那么敏感。”
肉鸡营收占总营收40%，其他如鸡蛋（23%）和沙巴的零售业务。
在2000年时，市场面临一些艰难与转折，市场更为多变，在主席叶志鸿领导下，不仅做好品牌与加速转型，渡过了严峻艰困时期，并且往后更为强大，客户更为相信品牌与产品。
附加服务
15年经验
叶佐豪说，丽鸿肉鸡与蛋产能扩大，主要是用在食品加工，液化蛋也用于加工。
他说，从农场转型至加工，并提供方案予一些蛋糕店、利华兄弟和食品店等。
“丽鸿与其他农场是很难比拟的，主要是我们在这些附加方案与服务，有长达15年的经验。”
他说：“我们与其他农场的显著区别是，我们在食品与半食品加工方面，累积10至15年才达致目前成果。”
他以液化蛋为例说，不仅需打开市场，而且每客户有不同的要求，譬如利华兄弟，就需加10%的盐分，这乍听之下很简单。
“不过，要达到客户的真正要求，不仅需有仪器测试，也要知道用什么方法调配出来。包括调颜色，调一些功能性的物体，因而售卖的不仅是鸡肉与蛋，亦在售卖一些专精与服务。
他说，供应给固定食品公司的鸡肉，需符合特定规格。一片鸡肉看似简单，加工工序却考功夫。
注重食品加工素质
谈到食品加工素质如何持续时，他说，除符合ISO国际规格与HACCP食品安全规格，品质要求有所保障，对员工超时工作至一定顶限也须注意，并在善待员工氛围下做出良好素质的产品。
他指出，在累积丰富经验后，未来将搞出口至更宽广的市场。
该公司液化蛋部份聘用30名员工，鸡肉加工厂用上整百人，连超市在内有2500人。而大部份农场已朝自动化发展。
管理哲学
改革重整，多元化发展
叶志鸿说，其管理策略是在未来让公司多元化，并集中在行业的上下游不断探讨扩展机遇，且注重保持产品素质。
他与全利资源（QL，7084，主板消费品组）董事经理谢松坤是同学，从在雪州经营农场，后来扩展至沙巴做农场，在生意上还是有来往。
他表示，虽然丽鸿当时不大，惟也一度几遭收购。
这项收购确实给他很大启示，那就是时时要做企业上的改革与重整，跟上时代的改变步伐。
“如果自己规模还小，仍不成气候，就应勇敢跨出海外，目前正是壮大企业的时候。”
让子女发挥特长
丽鸿基本上是个家族企业，如何按他们的专精分配资源？
叶志鸿说，二男一女都有自己的特长，身为父亲的便让子女按自己喜好与特长，那么便可完全发挥能力与特长。
他指出，儿子佐豪专司企业部份，另一公子佐文则负责食品加工和与日本伙伴的配合，女儿则负责采购的部份，在不同区块协助公司的成长。
“希望他们能够继续把公司扩大，而我们也全力以赴，期望能在大马登上产蛋量第一的佳绩。”
他相信，目前这个阶段，仍有成长空间；很多地区和领域，仍然未真正去开拓。
他说，各儿女都能独当一面，相信食品加工的前途很宽广，有机会在此继续扩充。
“食品加工未来将大有所为，丽鸿把计划放在食品加工上，与日本伙伴联营的食品加工厂将于2019财政年第二季营运（2018年9月）。
在家族生意专业管理取得平衡
叶志鸿说，丽鸿慢慢的采取专业管理，中间管理层多请各专精者管理，董事部也有很多学有专精人士，新一代将上来领导丽鸿。
叶佐豪也指出，丽鸿招募很多专业人士管理，尤其在关键和重要的部门。董事部制定一些指标，和在这方面制定长远决策。
叶志鸿说，搞农业的公司较多用外人，即是用企业管理的方法，去扩充食品加工的行业。
叶佐豪说，目前其食品加工处于第二第三，若和日本伙伴的策略联盟发挥效能，专注扩大出口与本地市场，很大可能在5年内，登上食品加工“首号交椅”。
叶志鸿表示，日本人做事谨慎，要先真正了解整个市场才做得更大。
不排除再集资
丽鸿主要是透过银行融资，未来不排除有需要透过企业活动集资。
叶佐豪认为，丽鸿扩大业务至印尼或其他市场的潜能非常大，因而不排除再集资之可能。
“不过，会谨慎评估市场状况，并获良好伙伴携手同行，才作出在海外长远投资的扩张决策。”
会否加大脱售叶氏家族股权？
叶佐豪说，目前没有直接脱售的可能，目前对其股价尚感满意，反映其基本面与前景；谈到是否再添外国伙伴，叶志鸿表示，暂时将不考虑再脱售持股或引进新伙伴。
丽鸿净负债比0.6倍，基于未来资本开销需求，未来几年负债比可能走高。
他说，这是在新股东日本火腿之资金涌进和发股筹资后，减轻了负债压力。
若有更多现金流将供派息
叶佐豪说，2018财政年资本开销9000多万令吉，倘若有更多现金流，将作为派息用途。
丽鸿股价高峰期攀上10令吉90仙，至于在分拆过后之股价盘桓于90仙至92仙间，叶志鸿说，在分拆过后之股价，加上凭单40仙至50仙间，大致与高峰时期股价一致，表现相当满意。
去年宣布于11月推出新产品，并宣布与日本伙伴联合斥资设厂后，该股去年9月间股价涨至历史新高，全月涨1令吉4仙，成为上涨榜状元。
电子商务成长空间大
叶佐豪说，电子商务以后一定是很大的市场，不过包装设计改良后，相信可开启更大市场。
丽鸿产品下单后，两小时便送抵，这样保持鸡蛋及其他产品的新鲜度，从农场到销售点不超过一天。
“预计手机付款便捷后，网上销售有很大的成长空间，惟这需要时间。”
文章来源：
星洲日报‧投资致富‧企业红人馆‧文：张启华‧摄影：苏长国‧2017.05.21 |
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发表于 9-6-2017 04:10 AM
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本帖最后由 icy97 于 13-6-2017 01:05 AM 编辑
丽鸿末季赚559万
2017年5月31日
（吉隆坡30日讯）综合畜牧业务提升，让丽鸿（LAYHONG，9385，主板消费产品股）截至3月杪的2017财年末季优于2016财年同期，净利558万7000令吉或每股净利0.92仙。
丽鸿向交易所报备，2016财年同期为净亏1255万6000令吉，或每股净亏2.19仙。
2017财年末季获利，归功于营业额增加，以及2016年末季的股票发行计划，出现单次的1509万令吉股票成本开销。
营业额从2016年的1亿6314万5000令吉，增6.4%，至1亿7363万1000令吉。
累计全年，净利年增5.7倍，报1815万9000令吉，或每股净利3仙；营业额录得6亿7524万3000令吉，年升4.6%。
据该公司业绩报告，末季综合畜牧业务营业额年增8.38%，至1亿4246万令吉，归功于鸡蛋产量增加，以及加工冷冻食品销售量和价格提高。
而零售业务营业额几乎按年减1.7%，至3171万令吉。
展望未来，丽鸿将利用与日本Nipponham Foods联营的优势，推出新产品。
“双方联营的NHF制造有限公司，正积极于厂房建设和产品研发活动；同时我们也在去年11月，推出了Nippon Premium Nutriplus品牌5种加工冷冻食品，市场反应令人鼓舞。”【e南洋】
SUMMARY OF KEY FINANCIAL INFORMATION
31 Mar 2017 |
| | INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31 Mar 2017 | 31 Mar 2016 | 31 Mar 2017 | 31 Mar 2016 | $$'000 | $$'000 | $$'000 | $$'000 |
| 1 | Revenue | 173,631 | 163,145 | 675,243 | 645,826 | | 2 | Profit/(loss) before tax | 7,613 | -11,518 | 21,846 | 9,936 | | 3 | Profit/(loss) for the period | 4,517 | -13,114 | 19,309 | 3,816 | | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 5,587 | -12,556 | 18,159 | 2,727 | | 5 | Basic earnings/(loss) per share (Subunit) | 0.92 | -2.19 | 3.00 | 0.52 | | 6 | Proposed/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 ($$) | 0.4600 | 0.4200
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发表于 22-6-2017 04:05 AM
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icy97 发表于 10-5-2017 06:15 AM
PANPAGE斥1075萬 向麗鴻購超市股權
2017年5月09日
（吉隆坡9日訊）PANPAGE（PANPAGE，0041，主要板科技）出價1075萬令吉，向麗鴻（LAYHONG，9385，主要板消費）收購G-Mart Borneo零售私人有限公司30%股權。
...
Type | Announcement | Subject | TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS | Description | LAY HONG BERHAD ("LHB" OR THE "COMPANY")PROPOSED DISPOSAL OF THE 30% EQUITY INTEREST IN G-MART BORNEO RETAIL SDN BHD ("PROPOSED DISPOSAL") | Reference is made to the Company's announcements dated 8 May 2017, 11 May 2017 and 15 May 2017 in relation to the abovesaid.
The Board of Directors of LHB wishes to announce that the Proposed Disposal has been completed on 20 June 2017 on receipt of full payment of the remaining balance sum amounting to RM9,750,000.00 from Panpages Berhad.
This announcement is dated 20 June 2017. |
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发表于 22-6-2017 04:17 AM
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本帖最后由 icy97 于 23-6-2017 12:44 AM 编辑
没即时公布企业消息
丽鸿8高层遭谴责罚款75万
2017年6月21日
（吉隆坡20日讯）因失责与没即时公布企业消息，违反主板上市条例，交易所今天公开谴责丽鸿（LAYHONG，9385，主板消费产品股）执行主席叶鸿财、执行董事叶佐豪以及其他6名董事，共罚款75万令吉。
据交易所指出，8位遭罚款的高层为叶鸿财、叶佐豪、执行董事黄进胜和叶永宏（以下皆译音，Yeap Weng Hong）、非独立非执行董事叶福宏（Yeap Fock Hoong）、独立非执行董事兼审计委员会主席颜连萍（Gan Lian Peng）、独立非执行董事兼审计委员会成员陈志雄（Cheng Chin Hong）和陈豪进（Tan Ooi Jin）。
据交易所指出，叶鸿财、叶佐豪和黄进胜，分别被罚款15万令吉；叶永宏被罚款10万令吉，剩余4人则被个别罚款5万令吉，共罚款75万令吉。
交易所今天发文告指，丽鸿在2015年11月2，因股价当天大涨70仙或12.07%，报6.50令吉，遭到交易所发出不寻常市场交易（UMA）质询。
此外，该公司股价在去年1月19日，股价大涨8%，二次遭UMA质询，当时，该股自2015年9月至去年1月，已暴涨1.4倍。
丽鸿在回应上述两项质询时，皆声称“未发现任何未宣布的营运消息”，表示对价量劲扬的原因毫不知情。
与NH Foods洽合作
不过交易所指出，该公司在当时正与日本食品公司Nipponham Foods（简称NH Foods）展开重要的商业合作谈判，但没有在上述两次回应UMA中披露。
交易所认为，丽鸿有义务向公众披露所有重要信息，包括“可能造成上述两次股票异常波动的商讨活动最新动向”。
交易所说，该公司在去年1月26日作出决定，但却在4个交易日后，即2月2日才通过交易所对外公布，因此触犯条例。【e南洋】
BURSA MALAYSIA SECURITIES PUBLICLY REPRIMANDS LAY HONG BERHAD AND FINES ITS DIRECTORS A TOTAL OF RM750,000
Bursa Malaysia Securities Berhad (635998-W) (Bursa Malaysia Securities) has publicly reprimanded LAY HONG BERHAD (LAYHONG) and its directors for breaching the Bursa Malaysia Securities Main Market Listing Requirements (Main LR). In addition, the 8 directors of LAYHONG at the material time had been fined a total of RM750,000.
LAYHONG had committed the following breaches:- (1) paragraphs 9.16(1)(a) and (c)(i) of the Main LR in respect of the company’s announcements dated 3 November 2015 and 19 January 2016 which were made in response to the unusual market activity queries (UMA Queries) from Bursa Malaysia Securities. LAYHONG’s announcements had stated / confirmed amongst others that there was no corporate development relating to the Group’s business and affairs that had not been previously announced that might account for the trading activity including those in the stage of negotiation / discussion (other than those announced by the company in its announcements on 3 November 2015 and 19 January 2016). LAYHONG’s announcements dated 3 November 2015 and 19 January 2016 were not accurate, balanced and fair and failed to contain sufficient information to enable investors to make informed investment decisions as the announcements did not disclose and in fact denied an impending corporate exercise involving amongst others, a proposed bonus issue, share split and issuance of free warrants (the Proposals). The Proposals were subsequently announced on 2 February 2016 i.e. approximately 2 weeks after LAYHONG’s announcement dated 19 January 2016 denying any other corporate development in the company including those in the stage of negotiation / discussion; and
(2) paragraphs 9.19(27) and (33) of the Main LR read together with paragraphs 2.1(a) and 3.1(i) of Practice Note 28 and paragraph 13.07(a) of the Main LR for failing to make an immediate announcement on the Proposals upon the approval of the Board of Directors on 26 January 2016. The Proposals were only announced on 2 February 2016, after a delay of 4 market days
The directors of LAYHONG at the material time had permitted the company’s breaches of the Main LR above for which the following penalties were imposed on them:- No | Directors | Breaches | Penalties | 1. | Yap Hoong Chai Executive Chairman | Inaccurate announcements in response to the UMA Queries | Public Reprimand & Fine of RM100,000 | Failure to make an immediate announcement of the Proposals | Public Reprimand & Fine of RM50,000 | Total Fines | RM150,000 | 2. | Yap Chor How Executive Director | Inaccurate announcements in response to the UMA Queries | Public Reprimand & Fine of RM100,000 | Failure to make an immediate announcement of the Proposals | Public Reprimand & Fine of RM50,000 | Total Fines | RM150,000 | 3. | Ng Kim Tian Executive Director | Inaccurate announcements in response to the UMA Queries | Public Reprimand & Fine of RM100,000 | Failure to make an immediate announcement of the Proposals | Public Reprimand & Fine of RM50,000 | Total Fines | RM150,000 | 4. | Yeap Weng Hong Executive Director | Inaccurate announcements in response to the UMA Queries | Public Reprimand & Fine of RM100,000 | 5. | Yeap Fock Hoong Non-Independent Non-Executive Director | Inaccurate announcements in response to the UMA Queries | Public Reprimand & Fine of RM50,000 | 6. | Cheng Chin Hong Independent Non-Executive Director | Inaccurate announcements in response to the UMA Queries | Public Reprimand & Fine of RM50,000 | 7. | Gan Lian Peng Independent Non-Executive Director | Inaccurate announcements in response to the UMA Queries | Public Reprimand & Fine of RM50,000 | 8. | Tan Ooi Jin Independent Non-Executive Director | Inaccurate announcements in response to the UMA Queries | Public Reprimand & Fine of RM50,000 |
Bursa Malaysia Securities views the contraventions seriously in view of the importance of timely and accurate disclosure of material information to ensure the investors and public are keep fully informed of and have equal access to all facts and circumstances that were material to facilitate informed investment decision. This is critical towards building and maintaining corporate credibility, market integrity and investor confidence.
The finding of breach and imposition of the above penalties on LAYHONG and its directors were made pursuant to paragraph 16.19 of the Main LR upon completion of due process and after taking into consideration all facts and circumstances of the matter including the following:- 1. The disclosure obligations / framework under the Main LR and the Corporate Disclosure Guide particularly in respect of unusual market activities which is premised on the following key underlying principles:- a. Whilst listed companies must make immediate and accurate disclosure of material information / corporate event, listed companies are allowed the right to withhold material information in circumstances where the information is in a state of flux; b. However, the right to withhold ceased where there is unusual market activity which signifies that a ‘leak’ of the information may have occurred; and c. Listed companies must ensure disclosure of unpublished material information to the market including those in the stage of negotiation / discussion.
2. LAYHONG and its directors were or should be aware that the Proposals were clearly material information and hence, might have reasonably contributed to / accounted for the increase in LAYHONG’s share price and volume traded at the material time premised on the following:- a. The Proposals which consisted of a proposed bonus issue, share split and issuance of free warrants were clearly identified and predetermined as a material event / information which must be disclosed immediately to Bursa Malaysia Securities / the market under paragraphs 9.19(27) and (33) of the Main LR; b. The materiality of the Proposals was also evident from the implication of the Proposals to the shareholders and financials of the company as set out in the company’s announcement of the Proposals dated 2 February 2016. Essentially, upon implementation of the Proposals, every shareholder with 1 LAYHONG share would receive 10 LAYHONG shares and 5 free warrants and the company’s share capital would increase from RM132.83 million to RM199.24 million, shareholders’ funds would increase from RM227.29 million to RM360.11 million and the company would receive proceeds of RM132.83 million from the exercise of the warrants; and c. There was a continued increase of 20.2% in LAYHONG’s share price from 18 January 2016 to 3 February 2016 (i.e. during the material time of the UMA Query on 19 January 2016 until announcement of the Proposals on 2 February 2016 and where the most recent material announcement by LAYHONG was on 11 January 2016 in respect of NH Foods Ltd) and 17.8% from the Board’s approval of the Proposals on 26 January 2016 to 3 February 2016 after announcement of the Proposals on 2 February 2016.
3. Based on the facts and circumstances, particularly where LAYHONG and its Board had in fact agreed and confirmed to undertake / proceed with the Proposals prior to the UMA Queries on 2 November 2015 and 19 January 2016 and the specific wordings of the UMA Queries requiring the company’s confirmation which covered any corporate development including ‘those in the stage of negotiation / discussion’ that may account for the trading activity, LAYHONG must make factual disclosure of the Proposals in responding to the UMA Queries. Instead, LAYHONG’s material omission in failing to highlight the Proposals as well as the misstatement in its denial of any corporate development including those in the stage of discussion / negotiation in its announcements were clearly in contravention of the disclosure obligations under the Main LR. It was not acceptable for the Company and directors to take the position that the Proposals were not material as it was only at a conceptual stage and had yet to be finalised or approved by the Board.
4. Further, the disclosures made pertaining to the negotiations / discussions with foreign parties on taking a strategic investment stake in LAYHONG, a possible joint venture and the involvement of NH Foods Ltd. did not and could not dilute the materiality of the Proposals or render the Proposals to be less material under the Main LR. LAYHONG and its directors had an obligation to make full disclosure of all material information that might have accounted for the trading activity in response to the UMA Queries. It was irrelevant for LAYHONG to ascertain the contribution / proportion of contribution of each undisclosed corporate proposal at the material time to the share price and/or volume movement. The fact remained that the Proposals were material and might have reasonably contributed to / accounted for the increase in LAYHONG’s share price and volume traded at the material time. Hence, there was no reasonable justification for the failure by LAYHONG and its directors to disclose the Proposals and to deny any other undisclosed corporate development including those in the stage of negotiation / discussion that might have contributed to the unusual market activity in the announcements dated 3 November 2015 and 19 January 2016.
5. LAYHONG had further failed to make an immediate announcement of the Proposals upon the Board’s approval on 26 January 2016 in accordance with paragraphs 9.19(27) and (33) of the Main LR read together with paragraphs 2.1(a) and 3.1(i) of Practice Note 28 and paragraph 13.07(a) of the Main LR. LAYHONG had an obligation to ensure immediate disclosure of the Proposals upon the Board’s approval of the salient terms of the same on 26 January 2016 pursuant to the Main LR. It was not acceptable for LAYHONG to allege ‘non-finalisation’ of the Proposals / announcement after the Board’s approval of the salient terms on 26 January 2016 and only announced these salient terms on 2 February 2016.
6. The public reprimand and fines imposed on the directors served as a deterrent and was appropriate and proportionate to the directors’ aggravating conduct in their repeated failures to disclose the Proposals accurately and on a timely basis and the materiality of the breach. A higher fine were imposed on the executive directors as they were the directors responsible for and/or involved in the Proposals and were primarily responsible for the approval and issuance of announcements to Bursa Malaysia Securities.
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发表于 29-6-2017 02:35 AM
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EX-date | 13 Oct 2017 | Entitlement date | 17 Oct 2017 | Entitlement time | 05:00 PM | Entitlement subject | Final Dividend | Entitlement description | Final Single Tier Dividend of 0.5 sen per ordinary share | Period of interest payment | to | Financial Year End | 31 Mar 2017 | 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 Heights50490Kuala LumpurTel:03-20849000Fax:03-20949940 | Payment date | 08 Nov 2017 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 17 Oct 2017 | 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 | 0.005 | Par Value (if applicable) | Malaysian Ringgit (MYR) 0.000 |
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发表于 29-8-2017 01:16 AM
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本帖最后由 icy97 于 31-8-2017 05:26 AM 编辑
家禽零售贡献．丽鸿首季净利飙9倍
（吉隆坡28日讯）家禽及零售超市业务双面贡献，丽鸿（LAYHONG，9385，主板消费品组）截至2017年6月30日第一季净利按年暴增超过9倍，从41万9000令吉增至442万1000令吉。
第一季营业额增长15.15%，至1亿8303万5000令吉。
该公司在业绩文告内表示，在高鸡蛋、冷冻食品数量及价格销售上扬带动之下，该公司家禽业务营业额按年扬13.3%，至1亿4630万令吉。
受开斋节买气带动，零售超市也录得3673万令吉较高营业额，推动税前获利从134万走扬至820万令吉。
该公司说，日本火腿集团（NH Foods）崛起为显著股东带动鸡肉产品制造业务向前跨步，同时也提升产能达到新联营公司的需求。
目前该公司还在探讨合作策略，积极设立厂房及产品研发。
截至目前共推出11项产品，接下来将继续开发新产品及推出生产线，同时也鉴定英达岛为联营厂房的落脚地，目前在设立工厂及机器，收购及建造工程正如期进行。
文章来源：
星洲日报‧财经‧2017.08.29
SUMMARY OF KEY FINANCIAL INFORMATION
30 Jun 2017 |
| | INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30 Jun 2017 | 30 Jun 2016 | 30 Jun 2017 | 30 Jun 2016 | $$'000 | $$'000 | $$'000 | $$'000 |
| 1 | Revenue | 183,035 | 158,951 | 183,035 | 158,951 | | 2 | Profit/(loss) before tax | 8,201 | 1,341 | 8,201 | 1,341 | | 3 | Profit/(loss) for the period | 6,183 | 971 | 6,183 | 971 | | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 4,421 | 419 | 4,421 | 419 | | 5 | Basic earnings/(loss) per share (Subunit) | 0.73 | 0.07 | 0.73 | 0.07 | | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
|
| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 0.4600 | 0.4500
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发表于 22-9-2017 03:49 AM
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本帖最后由 icy97 于 22-9-2017 11:32 PM 编辑
传丽鸿购物流公司．进军网上零售
（吉隆坡21日讯）丽鸿（LAYHONG,9385,主板消费品组）寻求进军网上零售领域，期望同一天将货交到顾客手中，在洽商收购上市物流公司股权已接近尾声阶段。
消息指出，对丽鸿来说，这将是新的收入来源，该公司意识到，在大马半岛，网上零售业务的发展正加快动力。
丽鸿并不意外，毕竟该公司正探讨解决最后里程方案，就是为成长中的加工业务，建立一个电子百货平台。
根据消息，丽鸿寻求的物流公司，在巴生河流域、槟城和柔佛，拥有12个运输点。
消息补充，该公司在大马与便利商店建立连系，拥有大约1000个货物投放点。
“物流公司正兴建20万平方尺的货仓，预期可在明年9月完工。”
“此外，这一货仓将包括冷藏室，那么对丽鸿的食品运输计划是完美的。”
消息补充，丽鸿收购拥现有基本设备的物流公司，而不是耗资1亿令吉投资兴建新货仓，这对该公司进军物流领域显得合情理。
有利食品运输
新收入来源
“丽鸿纯粹需要一个平台、来完成最后里程业务（运输货源），这一需求符合后，物流业务将是丽鸿新的收入来源。”
消息说：“这一平台不只是供丽鸿，也作为提供其他需要运输本身产品业者的服务管道。”
今年5月，泛页（PANPAGE,0041,主板科技组）以1075万令吉，收购丽鸿百货子公司G-Mart Borneo Retail私人有限公司的30%股权，显示丽鸿进军电子商务的志愿。目前，丽鸿在沙巴拥有16家零售商店。
泛页表示，该公司收购G-Mart Borneo Retail公司，建立线上电子商务业务是合理步伐。
文章来源：
星洲日报／财经‧2017.09.21
丽鸿否认购物流公司
（吉隆坡21日讯）丽鸿（LAYHONG,9385,主板消费品组）否认有意投资或收购任何物流业务。
丽鸿针有关该公司进军电子食品销售业务的报道发文告澄清，有关报道内容不实，其中可有一些混淆。
根据报道，该公司正接近完成洽购一家上市物流公司股权，以寻求进军电子百货领域和提供同一天将货交到顾客手中的服务。
该报道引述消息指出，对丽鸿来说，这将是新的收入来源，因该公司意识到，在大马半岛网购食品杂货业务的发展正加快动力。
根据消息，丽鸿寻求收购的物流公司，在巴生河流域、槟城和柔佛，拥有12个运输点。
消息补充，这家公司正与便利商店建立合作关系，在全马拥有大约1000个货物投放点。
“物流公司正兴建20万平方尺的货仓，预期可在明年9月完工。此外，这一货仓将包括冷藏室，那么对丽鸿的食品运输计划是完美的。”
消息补充，丽鸿收购拥现有基本设备的物流公司，而不是耗资1亿令吉投资兴建新货仓，这对该公司进军物流领域显得合情理。
“丽鸿纯粹需要一个平台、来完成最后里程业务（运输货源），这一需求符合后，物流业务将是丽鸿新的收入来源。”
消息说：“这一平台不只是供丽鸿，也作为提供其他需要运输本身产品业者的服务管道。”
今年5月，泛页（PANPAGE,0041,主板科技组）以1075万令吉，收购丽鸿旗下G-Mart BorneoRetail私人有限公司的30%股权，显示双方展开合作。目前，丽鸿在沙巴拥有16家零售商店。
文章来源：
星洲日报‧2017.09.21
Type | Announcement | Subject | OTHERS | Description | LAY HONG BERHAD ("LHB" OR THE "COMPANY") - THE STARBIZ ARTICLE ENTITLED "LAY HONG MOVES INTO e-GROCERY" | The Company refers to a news article published by Star Biz (first paragraph of page 1) on 21 September 2017 entitled "Lay Hong moves into a e-grocery" as follow:-
"Egg and poultry producer LHB is close to buying a stake in a listed logistics company as it seeks to enter the e-grocery and same day delivery business in Malaysia".
The Company wishes to clarify that there may have been some confusion and the said contents with regards to Lay Hong are not true. There is currently no intention by Lay Hong Berhad to invest or acquire any logistics business.
This annnouncement is dated 21 September 2017. |
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发表于 29-9-2017 03:22 AM
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引进新股东PANPAGES
丽鸿试探零售电商
2017年9月29日
谢姈悄
（巴生28日讯）丽鸿（LAYHONG，9385，主板消费产品股）指出，为旗下G-MART零售私人有限公司（简称G-MART）引进新股东后，将在零售电子商务领域试水温。丽鸿执行董事叶佐豪早前接受《南洋商报》专访时披露，G-MART的业务为经营零售超市，目前在沙巴拥有13家零售超市。
至于新股东PANPAGES（PANPAGE，0041，主板科技股），将会负责电子商务与系统事宜。
今年5月，丽鸿以1075万令吉，脱售G-MART的30%股权给PANPAGES，而丽鸿的持股权则降低至70%。
目前，丽鸿两大主要业务是综合禽畜业与零售业，其中又以综合禽畜业占最大比重。
丽鸿的禽畜业又分为3个部分，即蛋鸡、肉鸡、食品加工生产，共占公司营业额约80%比重。
与PANPAGES互补
叶佐豪强调，零售超市目前只占丽鸿所有业务的一小部分。
根据丽鸿2017年报，零售业务首次蒙受139万令吉营运亏损，主要归咎于政府实施消费税及最低薪金制。
叶佐豪说：“脱售G-MART股权，对公司有利，因为可以与拥有专业知识的人士合作，并增长G-MART业务。”
他指，PANPAGES在制作平台方面有经验，而G-MART的专长是采购、零售、找供应商、成本管理及仓储与物流。
“最终，G-MART将通过分销网络系统减少营运成本，减少亏损及人力，集中管理送货及买货。”
不过，电子商务计划目前还没有详情，并会在稍后公布。
首季净利飙近10倍
叶佐豪也预计，截至3月杪的2018财年次季业绩表现，会比上财年更好，因为业务表现亮眼，鸡蛋与肉鸡产量增加。
叶佐豪今日在股东大会后对媒体表示，丽鸿的鸡蛋及肉鸡，皆提供给自家食品加工厂使用，所以不受市场波动影响。
截至今年6月杪首季，丽鸿净利按年飙涨9.55倍，从上财年同期的41万9000令吉，大增至442万1000令吉。
首季营业额，则从上财年同期的1亿5895万1000令吉，按年增加15.15%至1亿8303万5000令吉。
今年投资5000万
该公司2018财年所拨出的资本开销达5000万令吉，以提升鸡蛋与肉鸡产量。
叶佐豪解释，丽鸿本财年的资本开销，比上财年的7700万令吉低，因为上财年已完成一些蛋鸡农场扩展计划。
目前，公司每日的鸡蛋产量达250万个，他放眼2018财年底将达300万个。
至于西马的肉鸡养殖，则从目前每月110万只鸡，提升至2018财年底的150万只；并希望能在2019财年，进一步升至200万只。
食品加工厂明年底完工
丽鸿的食品价格业务，主要是透过与日本NH Foods集团联营的公司——NHF制造有限公司进行。
目前，丽鸿与日本伙伴在NHF制造的持股权，分别为49%和51%，前者负责分销，后者则专注生产研发，及符合所有食品标准。
叶佐豪早前对本报披露，食品加工新厂房的建筑活动如火如荼，预计明年底会完工。
另外，丽鸿致力拓展食品加工业的雄心，也反映在收购泰国Takaso SC的计划上。
丽鸿去年2月间，以850万令吉收购Takaso SC，是拓展鸡肉加工和海外加工业务的计划之一。
叶佐豪预计，NHF制造与Takaso SC将在2019财年，为公司带来显著贡献。
外汇波动影响微
叶佐豪指出，丽鸿的业务已多元化至食品加工，因此，外汇波动对公司的影响不大。
由于令吉汇率的起伏，影响了不少有进出口生意的企业。
叶佐豪表示，汇率波动这不单影响丽鸿，也影响其他竞争者。
他解释，丽鸿综合禽畜业的主要原料如玉米与大豆，以及15%的鸡蛋销售额，分别以美元及新元交易，因此面对外汇波动的影响在所难免。
“然而，丽鸿不是100%经营农场，我们已经多元化业务至食品加工，所以外汇波动对公司影响不大。” 【e南洋】 |
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发表于 7-10-2017 01:30 AM
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扩生产线产品多元．丽鸿稳健增长
（吉隆坡5日讯）丽鸿（LAYHONG,9385,主板消费品组）产品多元、正进行生产线扩充以及与日本伙伴紧密合作，分析员看好该公司获利将稳健增长。
丰隆研究指出，丽鸿是一家综合家禽养殖业者，除了涉及上游业务如：产蛋鸡以及肉鸡养殖外，同时也生产食品加工产品如：液体蛋或鸡肉产品等。这对比只是生产原产品，其销售价格更加稳定。
丰隆也认为，该公司未来3年核心净利将继续走高，主因是该公司产品生产量增加以及零售超级市场转亏为盈，因此预期2018至2020财年的盈利，分别增长129.1%、23.6%以及26.9%，至4070万、5030万和6380万令吉。
同时，丰隆对于与该公司与日本火腿（NH Foods）合作一事看法正面，因为此伙伴关系，使得双方得以共同进军需求日渐走高中东、印尼、新加坡等国家的清真市场。
此外，东京也将在2020年举办奥运会，丽鸿将借助日本火腿食品研发以及市场营销的经验，在上述市场施展身手。
拟进军电子商务
同时，该公司在依约拥有一片34英亩的地库，之前是该公司的鸡蛋农场，目前已经停产。该地段目前估值3000万令吉，长期来说可能会被发展为产业项目。
在未来，该公司考虑进军电子商务，这可能会明显增加该公司在食品的能见度。
目前该公司面对的下行因素包括：家禽饲料成本增加、马币走低以及扩充计划延迟等。
丰隆看好丽鸿未来成长潜力，给予该公司“买进”评级，目标价为1令吉24仙。
文章来源：
星洲日报‧财经‧报道：傅文耀·2017.10.05 |
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发表于 15-11-2017 03:13 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2017 |
| | INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30 Sep 2017 | 30 Sep 2016 | 30 Sep 2017 | 30 Sep 2016 | $$'000 | $$'000 | $$'000 | $$'000 |
| 1 | Revenue | 204,555 | 170,981 | 387,590 | 329,932 | | 2 | Profit/(loss) before tax | 15,679 | 5,033 | 23,880 | 6,374 | | 3 | Profit/(loss) for the period | 12,415 | 3,713 | 18,598 | 4,684 | | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 12,172 | 3,541 | 16,593 | 3,960 | | 5 | Basic earnings/(loss) per share (Subunit) | 2.00 | 0.58 | 2.73 | 0.66 | | 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 ($$) | 0.4800 | 0.4500
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发表于 15-11-2017 03:14 AM
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本帖最后由 icy97 于 15-11-2017 05:02 AM 编辑
丽鸿次季赚1217万
2017年11月15日
（吉隆坡14日讯）丽鸿（LAYHONG，9385，主板消费产品股）截至9月杪次季，净利按年飙2.4倍至1217万2000令吉，或每股2仙。
该公司今日向交易所报备，营业额按年攀升19.6%至2亿455万5000令吉。
鸡蛋、冷冻食品和经杀菌蛋液销量增加，推动综合畜牧业务营业额按年走高23.29%至1亿7130万令吉；零售业务营业额也按年升3.8%至3325万令吉，归功于三间新分店开张。
累计上半年，净利按年涨3.2倍至1659万3000令吉；营业额则按年走高17.5%，报3亿8759万令吉。
执行董事叶佐豪说，与日本NH Foods集团联营是个里程碑，有助研发新产品和渗透市场，至今已推出11种产品，并会持续研发与推出更多新产品。
此外，该公司已在英达岛清真工业园，寻得设立联营厂房的地皮，目前正策划厂房与机械格局。
另一方面，丽鸿向交易所报备，以41万5200令吉增持Innobrid私人有限公司3%，并完全持股成为独资子公司。【e南洋】
Type | Announcement | Subject | OTHERS | Description | LAY HONG BERHAD ("Lay Hong" or the "Company")ACQUISITION OF 120,000 ORDINARY SHARES IN INNOBRID SDN BHD | The Board of Directors of LHB wishes to announce that the Company had on 14 November 2017 approved the acquisition of one hundred twenty thousand (120,000) ordinary shares which represents an additional 3% of the issued and paid-up share capital of Innobrid Sdn Bhd from Datin Lai Kum Sim.
Please refer to the full text of the announcement attached.
This announcement is dated 14 November 2017. |
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5602353
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发表于 16-11-2017 06:45 AM
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扩张受看好．丽鸿下半年料续强劲成长
（吉隆坡15日讯）丽鸿（LAYHONG，9385，主板消费品组）最新业绩符合市场预测，分析员看好其扩张计划，将成为推动未来业务成长主要的“催化剂”。
丰隆研究指出，丽鸿2018财政年第二季核心净利1220万令吉，首半年核心净利1660万令吉，占该行全年预测的40.7%，惟仍视为符合预测，因第二季盈利强劲成长料可延续至下半年，主要获得肉鸡及蛋鸡产能增长推动。
该行依然看好丽鸿盈利成长展望，特别是旗下肉鸡、蛋鸡及消菌鸡蛋领域的扩张计划，以及与日本火腿（NH Foods）的合作伙伴关系，使其产品销售至更广泛的地理网络。
蛋鸡产能料增三分二
一旦完成其扩展计划，丽鸿的蛋鸡产能将增加三分之二，至每日生产180万粒鸡蛋（截至2018财政年杪）以及肉鸡产能则增加100%，至每月生产200万只肉鸡（截至2019财政年杪），这将可应付消菌液化蛋及功能鸡蛋的潜在需求成长、加工鸡肉产品及旗下持有49%子公司-NH食品大马新加工食品产能的需求。
该行指出，扩展计划使其净负债扬升至1亿8570万令吉或是0.64倍，主要是扩展计划推高借贷所致。
丰隆研究维持其“买进”评级，目标价为1令吉24仙。应注意的潜在风险，包括家禽饲料价格走高、马币汇率进一步贬跌，及扩充计划延宕等。
文章来源：
星洲日报‧财经‧报道：李文龙‧2017.11.15 |
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发表于 19-1-2018 04:07 AM
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| 1. Details of Corporate Proposal | Involve issuance of new type/class of securities ? | No | Types of corporate proposal | Exercise of Warrants | Details of corporate proposal | Exercise of Warrants 2016/2021 | No. of shares issued under this corporate proposal | 20,897,100 | Issue price per share ($$) | Malaysian Ringgit (MYR) 0.4000 | Par Value($$) (if applicable) | 0.000 | | Latest issued share capital after the above corporate proposal in the following | Units | 629,647,100 | Issued Share Capital ($$) | Malaysian Ringgit (MYR) 130,108,840.000 | Listing Date | 19 Jan 2018 |
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