【SCIENTX 4731 交流专区】森德综合

icy97

森德2.8亿柔买地
拟发展综合产业

2017年12月16日
（吉隆坡16日讯）森德（SCIENTX，4731，主板工业产品股）宣布，以2亿8418万9256令吉收购新山蒲莱（Pulai）一块面积约335.5686英亩的永久农业土地，并计划发展成综合产业项目。

森德昨天向交易所报备，通过冬眠独资子公司Amber Land有限公司，与DKTMG Land私人有限公司签订买卖协议。

森德将通过内部融资和向银行贷款完成收购，预计明年下半年完成。

这项收购能助森德提升和扩大在柔佛的现有地库，因该公司继续寻求价格适宜且位于依斯干达战略位置的地库。

此外，这块土地将为森德提供充足的地库，以维持中至长期的产业发展，并预计能提供稳定和持续的产业模式，因为该公司持续专注在有地产业和可负担房屋发展。【e南洋】

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	PROPOSED ACQUISITION OF ALL THAT PIECE OF FREEHOLD LAND HELD UNDER GERAN 488391 LOT 64189 IN THE MUKIM OF PULAI, DISTRICT OF JOHOR BAHRU, STATE OF JOHOR MEASURING APPROXIMATELY 335.5686 ACRES BY AMBER LAND BERHAD FOR A TOTAL PURCHASE CONSIDERATION OF RM284,189,256.00
The Board of Directors of Scientex Berhad (“Scientex”) wishes to announce that Amber Land Berhad (Company No. 10450-H) (formerly known as Great Wall Plastic Industries Berhad), a dormant wholly‑owned subsidiary of  Scientex, has  on 15 December 2017 entered  into a Sale and Purchase Agreement with DKTMG Land Sdn Bhd (Company No. 983211-D) for the proposed acquisition of all that piece of freehold land held under Geran 488391 Lot 64189 in the Mukim of Pulai, District of Johor Bahru, State of Johor, measuring approximately 335.5686 acres for a total cash purchase consideration of Ringgit Malaysia Two Hundred Eighty Four Million One Hundred Eighty Nine Thousand and Two Hundred Fifty Six (RM284,189,256.00) only (“Proposed Acquisition”). For further details of the Proposed Acquisition, please refer to the attachment. This announcement is dated 15th day of December 2017.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5639821

Attachments Announcement_Acquisition of New Pulai Land (20171215).pdf

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森德
蒲莱买地价格合理

2017年12月19日

分析:达证券
目标价:9.84令吉

最新进展:

森德（SCIENTX，4731，主板工业产品股）以2亿8418万9256令吉，收购新山蒲莱一块面积约335.5686英亩的永久农业土地，并计划发展成综合产业项目。

森德是通过通过冬眠独资子公司Amber Land有限公司，与DKTMG Land私人有限公司签订买卖协议，料明年下半年完成收购。

行家建议:

回顾2015年6月，森德就已在蒲莱发展Taman Pulai Mutiara房屋项目，发展总值25亿令吉。

目前，森德正在进行中项目的价值达4亿4900万令吉，剩下发展总值达21亿令吉的现有蒲莱土地，尚未被开发。

管理层指出，森德会在新地段，继续发展可负担房屋。

我们认为，新收购土地的发展总值，与目前在蒲莱的现有发展类似，这将推高森德的蒲莱项目发展总值至50亿令吉。

另外，鉴于蒲莱土地面积庞大，我们认为森德的收购价公平，相等于每平方尺19.50令吉，比蒲莱种植地目前每平方尺平均售价25.25令吉，折价5.75令吉。这也比2015年6月购入的蒲莱土地，溢价21.90%，

若向银行贷款80%收购土地，预计2019财年净负债从0.3倍，增至0.4倍。



【e南洋】

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Type	Announcement
Subject	NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) OTHER ISSUE OF SECURITIES
Description	SCIENTEX BERHAD ("SCIENTX" OR THE "COMPANY")DIVIDEND REINVESTMENT PLAN THAT PROVIDES THE SHAREHOLDERS OF SCIENTEX WITH AN OPTION TO ELECT TO REINVEST THEIR CASH DIVIDEND IN NEW ORDINARY SHARES IN SCIENTEX ("DRP")
The terms used herein, unless the context otherwise stated, bear the same meaning as those defined in the earlier announcements in relation to the DRP. We refer to our earlier announcements dated 3 October 2017, 16 October 2017, 20 October 2017 and 6 December 2017 in relation to the DRP. On behalf of the Board of Directors of Scientex, UOB Kay Hian Securities (M) Sdn Bhd wishes to announce that based on the valid dividend reinvestment forms received by Symphony Share Registrars Sdn Bhd, being share registrar of the Company for the First DRP, Scientex will be issuing 5,226,500 new Scientex Shares pursuant to the First DRP ("New Shares"). The New Shares to be issued represent approximately 86.98% of the total number of 6,008,600 New Shares that would have been issued pursuant to the First DRP had all the entitled shareholders of Scientex elect to reinvest their respective Electable Portions of their cash dividend in New Shares. For avoidance of doubt, shareholders of Scientex who are entitled to less than one hundred (100) New Shares pursuant to the First DRP will receive their total dividend entitlement wholly in cash. Barring any unforeseen circumstances, the said New Shares pursuant to the First DRP are expected to be listed on the Main Market of Bursa Malaysia Securities Berhad on 29 January 2018. This announcement is dated 23 January 2018.

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SCIENTEX BERHAD

1. Details of Corporate Proposal
Involve issuance of new type/class of securities ?	No
Types of corporate proposal	Others
Details of corporate proposal	Dividend Reinvestment Plan that provides the shareholders of Scientex with an option to elect to reinvest their single tier final dividend of RM0.10 per ordinary share in Scientex ("Scientex Share(s)") for the financial year ended 31 July 2017 in new Scientex Shares.
No. of shares issued under this corporate proposal	5,226,500
Issue price per share ($$)	Malaysian Ringgit (MYR)   7.8000
Par Value($$) (if applicable)
Latest issued share capital after the above corporate proposal in the following
Units	488,926,500
Issued Share Capital ($$)	Malaysian Ringgit (MYR) 453,849,161.700
Listing Date	29 Jan 2018

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Name	SCIENTEX HOLDINGS SDN BERHAD
Address	No. 9, Persiaran Selangor Seksyen 15 Shah Alam 40200 Selangor Malaysia.
Company No.	64981-X
Nationality/Country of incorporation	Malaysia
Descriptions (Class)	Ordinary shares

Details of changes

No	Date of change	No of securities	Type of Transaction	Nature of Interest
1	26 Jan 2018	1,290,900	Others	Direct Interest
	Name of registered holder	Scientex Holdings Sdn Berhad
	Address of registered holder	No. 9, Persiaran Selangor Seksyen 15, 40200 Shah Alam Selangor Darul Ehsan
	Description of "Others" Type of Transaction	DRP
2	26 Jan 2018	596,900	Others	Deemed Interest
	Name of registered holder	Scientex Leasing Sdn Bhd
	Address of registered holder	No. 9, Persiaran Selangor Seksyen 15, 40200 Shah Alam Selangor Darul Ehsan
	Description of "Others" Type of Transaction	DRP

Circumstances by reason of which change has occurred	Allotments of shares pursuant to the Dividend Reinvestment Plan of Scientex Berhad ("DRP")
Nature of interest	Direct and Indirect Interest
Direct (units)	101,986,824
Direct (%)	20.859
Indirect/deemed interest (units)	47,159,204
Indirect/deemed interest (%)	9.645
Total no of securities after change	149,146,028
Date of notice	29 Jan 2018
Date notice received by Listed Issuer	29 Jan 2018

icy97

新厂提振 扭亏可期　森德公司目標价上修

財经 最后更新 2018年02月20日
（吉隆坡20日讯）由于看好森德公司（SCIENTX，4731，主板工业股）新的拉伸聚丙薄膜（BOPP）消费包装厂產能使用率將逐提高，並且预计在2018財政年转亏为盈，分析员將该公司的目標价上修至8.50令吉。

虽然森德公司在2017財政年（7月31日结账）盈利创歷史新高，然而制造业务的凈利赚幅却微跌1.9个基点，主要是新的消费包装生產线录得营运亏损，以及为了抢佔市场份额而压价所致。

无论如何，大华继显分析员认为，该生產线的平均销售价（ASP）以及使用率將会步入正轨，加上今年的房產销售料会更高，因此预计今年的盈利可期。

该公司2017財政年净利按年增长6.23%，至2亿5587万令吉；营收则按年成长9.19%，至24亿零315万令吉。

分析员原先预测该公司的拉伸聚丙薄膜厂房的使用率，將在2017財政年杪达到60%以上，並且能够转亏为盈，熟料该厂房去年杪的使用率未能达到50%，加上压低价格抢市场，使得转亏为盈之路略有阻滯。

不过，分析员表示，隨著该工厂首季的產能使用率已经超过50%，预计2018財政年將能取得盈利。

该公司製造业务2017財政年的毛利赚幅按年下跌2.8个基点，至11.8%，主要是公司为了进入新市场而做出的杀价策略。隨著该厂房將在2018財政年捎来贡献，分析员认为2018財政年的毛利赚幅將会进步1.2个基点。

第2条生產线在去年12月投產后，整体產能达到每年6万公吨。其中的1/3將供应给森德公司的股东--日本二村化工（Futamura Chemical）；另外1/3则供应给本地市场；剩余的1/3则是出口至其他东南亚国家。

「我们预计森德公司將会在未来6至12个月內，推出其首阶段的发展计划，主要是50万令吉以下的可负担房屋。」

此外，森德公司位於美国亚利桑那州（Arizona）的新拉伸膜厂房在去年尾开始投產，產能为每年3万公吨。

该厂房预计將在2019財政年开始带来贡献。值得一提的是，该厂房仍有空间用作扩充，最高可达每年8万公吨。

基於目前的匯率对森德公司不利，因此分析员將该公司2018和2019財政年的財测，分別下修1%和5%。

不过，整体而言，分析员依然预测该公司今年的净利將按年增长18.9%，至3亿零670万令吉。【东方网财经】

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覬覦区域龙头　森德1.9亿购福塑胶

財经 最后更新 2018年02月23日
（吉隆坡23日讯）今日暂停交易的森德公司（SCIENTX，4731，主板工业股）宣布，以1亿9000万令吉收购福塑胶工业私人有限公司（Klang Hock Plastics），加强该公司在软塑料包装（FPP）市场的地位，以成为区域龙头。

根据文告，森德公司是通过子公司--森德包装膜私人有限公司（Scientex Packaging Film）在今天与福塑胶工业董事经理刘远芳为首的数名卖方，签署买卖协议。

森德公司发文告指出，上述收购价相等于企业价值对扣除利息、税项、折旧及摊销前盈利（EV/EBITDA）的8.44倍，同时福塑胶工业將针对2019財政年（3月31日结账）提供1800万令吉的税前盈利担保。

文告表示，此项收购將通过內部资金和银行贷款支付。

森德公司董事经理林炳仁透过文告说，「隨著收购福塑胶工业，森德公司的製造业务营收將大幅增加，预计每年营收可超越20亿令吉。这不仅会巩固我们在全球FPP市场的地位，也能立即扩大我们的產能、產品组合和客户群。」

他直言，这將加强公司的竞爭优势，带动森德公司成为FPP市场的区域龙头。

福塑胶工业成立于1976年，主要从事定制薄膜，包括收缩薄膜、聚乙烯（PE）薄膜、管和袋、层压薄膜、拉伸薄膜、拉伸罩、农业薄膜和软性薄膜等。

该家族企业的客户群多元化，其全球客户超过450家跨国企业，跨越餐饮和快速消费品（FMCG）行业。该公司约40%的產品出口至亚太区、澳洲、欧洲、毛里求斯、中东、纽西兰和美国。

福塑胶工业在巴生拥有2座製造厂，每年生產9万9000公吨，销售额每年接近4亿令吉，而森德公司的製造业收入则为17亿令吉。

森德公司指出，收购福塑胶工业將提振森德公司年总產能约30%，从目前的35万6000公吨，提高至45万5000公吨。

根据业內人士统计，亚太区的FPP市场预计到2019年会达到453亿美元，成为继欧元区之后，全球第2大的FPP市场。全球FPP市场预计將从2014年的1511亿美元，在2019年增至1922亿美元，而年复合增长率为4.9%。

如无意外，这项收购將在2018年次季完成，並为该公司2018財政年（7月31日结账）带来正面的盈利贡献。【东方网财经】

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	SCIENTEX BERHADPROPOSED ACQUISITION OF THE ENTIRE 20,000,000 ORDINARY SHARES IN THE SHARE CAPITAL OF KLANG HOCK PLASTIC INDUSTRIES SDN BHD FOR A TOTAL PURCHASE CONSIDERATION OF RM190,000,000.00 BY SCIENTEX PACKAGING FILM SDN BHD, A WHOLLY-OWNED SUBSIDIARY OF SCIENTEX BERHAD
The Board of Directors of Scientex Berhad ("Scientex") wishes to announce that on 23 February 2018, Scientex Packaging Film Sdn Bhd (Company No. 255035-P), a wholly-owned subsidiary of Scientex, has entered into a Sale and Purchase Agreement ("SPA") with Law Wan Hong @ Lew Wan Hong (NRIC No. 421014-10-5563), Ng Boon Eu (NRIC No. 751116-14-5795), Lew Pei See @ Law Pei See (NRIC No. 760116-10-5042) and Lew Pei Lin @ Law Pei Lin (NRIC No. 740125-10-5636) to acquire a total of 20,000,000 ordinary shares in the share capital of Klang Hock Plastic Industries Sdn Bhd (Company No. 28053-D) ("KHPI"), representing the entire issued share capital of KHPI for a total purchase consideration of Ringgit Malaysia One Hundred and Ninety Million (RM190,000,000.00) only to be satified entirely via cash, subject to the terms and conditions contained in the SPA ("Proposed Acquisition"). For further details of the Proposed Acquisition, please refer to the attachment. This announcement is dated 23 February 2018.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5699245

Attachments Announcement - Proposed Acquisition of KHPI.pdf

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购福塑胶工业增产．森德财测调高

（吉隆坡26日讯）森德公司（SCIENTX，4731，主板工业产品组）以1亿9000万令吉收购福塑胶工业（Klang Hock Plastic Industries），以增加产量，肯纳格研究看好该收购计划可提高产量。

肯纳格并不意外森德公司的增产计划，预期1800万令吉的税前盈利保证，其制造业务产能可提高28%至45万5000吨。

基于森德公司结合现金及债务方式收购，肯纳格预期净负债比将走高至0.15倍。

肯纳格预期，森德公司核心净利可走高44%，预期工厂的使用率介于70至85%。

产业业务方面，肯纳格说，森德公司将推出1000万至8亿令吉的产业项目。

纳入上述考量，肯纳格预期，森德公司2018及2019财政年的盈利可分别走高0.8%及4.4%，介于3亿4920万令吉至3亿7440万令吉左右。

肯纳格以综合估值法评估后，料森德公司盈利上调，决定调高公司目标价，从8令吉40仙，调高至9令吉，评级则维持在“同步大市”不变。



文章来源：
星洲日报‧财经‧2018.02.27

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Type	Reply to Query
Reply to Bursa Malaysia's Query Letter - Reference ID	IQL-27022018-00001
Subject	PROPOSED ACQUISITION OF THE ENTIRE 20,000,000 ORDINARY SHARES IN THE SHARE CAPITAL OF KLANG HOCK PLASTIC INDUSTRIES SDN BHD FOR A TOTAL PURCHASE CONSIDERATION OF RM190,000,000.00 BY SCIENTEX PACKAGING FILM SDN BHD, A WHOLLY-OWNED SUBSIDIARY OF SCIENTEX BERHAD ("PROPOSED ACQUISITION")
Description	We refer to the Company's announcement made on 23 February 2018 and Bursa Malaysia Securities Berhad's letter dated 27 February 2018 requesting the furnishing of additional information related to the Proposed Acquisition.We wish to furnish additional information for public release, the details of which are set out in the attachment below.This announcement is dated 28 February 2018.
Query Letter Contents	We refer to SCIENTX’s announcement dated 23 February 2018, in respect of the aforesaid matter. In this connection, kindly furnish Bursa Securities with the following additional information for public release: 1. The basis of arriving at the purchase consideration of RM190,000,000 other than on a “willing buyer willing seller” basis. 2. The justification for the purchase consideration of RM190,000,000.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5706481

Attachments Reply to Bursa - Proposed Acquisition of KHPI (20180228).pdf

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诱人价格购福塑胶
森德加强盈利展望

2018年3月7日
（吉隆坡6日讯）分析员认为，森德（SCIENTX，4731，主板工业产品股）不仅以诱人价格收购福塑胶工业私人有限公司（简称福塑胶），更进一步加强盈利展望。

森德日前宣布，以1.9亿令吉收购福塑胶全数股权，借此提高软塑料包装产能。

达证券分析员指出，这项收购活动预计将在2018财年底完成，且估计盈利担保会在2019财年第三季入账。

明后年财测调高

“因此，我们把2019和2020财年净利预测，分别调高7.2%和6.2%。”

假设公司通过80%贷款融资这项收购，预计净负债率将从2017财年的0.3倍，提高至2018财年的0.4倍。

同时，分析员维持“买入”投资评级，而目标价格则从9.84令吉，调升至10.01令吉。

肯纳格投行研究分析员对这项收购不会感到过度意外，因为该公司一直都积极扩展业务。

“我们正面看待这项收购，因为收购价本益比约14.1倍，低于之前收购怡保Mondi的20.4倍，以及长城塑胶的18倍。”

同时，这将巩固公司在全球软塑包装市场的地位、扩大客户范围，以及可推高年产能28%，在2018财年底达45万5000公吨。

在纳入产能增加的因素，分析员预计2018财测将略升0.8%，达3亿4920万令吉，而2019财测则提高4.4%，达3亿7440万令吉。

森德专注于2018财年增加消费包装厂的产能，而工业包装方面，则扩增美国市场，大部分净利贡献会在2019财年入账。

分析员维持“符合大市”投资评级，但目标价从8.40令吉，调升至9令吉。【e南洋】

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SUMMARY OF KEY FINANCIAL INFORMATION 31 Jan 2018

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Jan 2018	31 Jan 2017	31 Jan 2018	31 Jan 2017
		$$'000	$$'000	$$'000	$$'000

1	Revenue	634,752	586,248	1,293,434	1,120,932
2	Profit/(loss) before tax	85,377	81,832	177,943	148,245
3	Profit/(loss) for the period	68,908	66,319	142,303	119,306
4	Profit/(loss) attributable to ordinary equity holders of the parent	67,981	65,192	140,383	117,249
5	Basic earnings/(loss) per share (Subunit)	14.05	14.09	29.02	25.41
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 ($$)	3.3800		3.1800

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icy97 发表于 24-2-2018 04:26 AM
覬覦区域龙头　森德1.9亿购福塑胶

財经 最后更新 2018年02月23日
（吉隆坡23日讯）今日暂停交易的森德公司（SCIENTX，4731，主板工业股）宣布，以1亿9000万令吉收购福塑胶工业私人有限公司（Klang Hock Plastics ...

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	SCIENTEX BERHADPROPOSED ACQUISITION OF THE ENTIRE 20,000,000 ORDINARY SHARES IN THE SHARE CAPITAL OF KLANG HOCK PLASTIC INDUSTRIES SDN BHD FOR A TOTAL PURCHASE CONSIDERATION OF RM190,000,000.00 BY SCIENTEX PACKAGING FILM SDN BHD, A WHOLLY-OWNED SUBSIDIARY OF SCIENTEX BERHAD ("PROPOSED ACQUISITION")
The terms used herein, unless the context otherwise stated, bear the same meanings as those defined in the earlier announcements in relation to the Proposed Acquisition. We refer to our earlier announcements dated 23 February 2018, 28 February 2018 and 24 April 2018 in relation to the Proposed Acquisition. The Board of Directors of Scientex wishes to announce that all conditions precedent applicable in respect of the SPA have been satisfied or waived in accordance with the terms and conditions of the SPA and the payment of Balance Purchase Price has been received by the Vendors on 2 May 2018, marking the completion of the Proposed Acquisition. This announcement is dated 2 May 2018.

icy97

包装抵消房產利好　森德Q3业绩利空互见

財经 最后更新 2018年06月14日 21时47分
（吉隆坡14日讯）儘管森德公司（SCIENTX，4731，主板工业股）房產业务重拾元气，有利于公司现財政年第3季（截至4月30日止）盈利表现，但塑料包装业务成本高企，料將抵消房產业务所带来的利好。

达证券分析员预测，森德公司2018財政年第3季盈利將介于6000万令吉至7000万令吉，按年变动则介于下滑9.5%至成长5.3%。

按照往常的惯例，森德公司预计本月中旬发佈现財政年第3季业绩表现。

油价左右成本

分析员指出，森德公司各有一项利好和利空因素左右其第3季业绩表现。利好因素是可负担房屋市场復甦，將提振公司的房產业务；利空因素则是国际原油价格上涨，或导致生產成本提高。

无论如何，该名分析员更关注的是原油价格高涨，全球树脂（Resin）价格將会节节上升。从事塑料包装的森德公司，其原料成本亦会隨之增加。

他指出，森德公司五成以上的生產成本源自于树脂。

「多年来，树脂价格与国际原油价格的走势几乎保持一致。隨著接下来的国际原油价格预期將继续上涨，加上全球树脂需求提高，所以预计树脂价格在未来也將会水涨船高。」

为了反映树脂成本价格提高，分析员將公司今明年財测分別下砍18.8%和27.6%；同时也把投资评级从「买进」调降至「守住」，目標价从10.01令吉，大砍至7令吉。

分析员指出，由于该研究证券將2018財政年的原油价格预测从每桶60美元，提高至每桶70美元。

因此，在作出森德公司2018至2019財政年盈利预测时，也得將该原油价格纳入考量。

他续说，「我们预计，若其他条件维持不变，每桶原油价格每上涨5美元，森德公司的盈利便会减少18.5%。」

至于公司的房產业务，该分析员表示，由于可负担房屋短缺，加上该公司截至今年上半年的未入账销售达5亿令吉，预计其第3季的房產业务表现不俗。

他预测，该公司今明年的房屋销售分別可达到7亿9400万令吉以及8亿1400万令吉。

「另外，管理层也告诉我们，鉴于过去森德公司的可负担房屋的出售率高达90%至100%，因此未来公司將继续强攻可负担房屋市场。」

接著，针对希盟政府在未来將落实最低薪金制，分析员认为这对森德公司影响并不大。

「由于大部份员工受聘于公司的製造业务，而员工薪资仅占该业务销售额的约6.5%。」

管理层也表示，今年1月份开跑的外劳人头税对公司的盈利未造成显著影响。森德公司目前共有2200名员工，其中约30%是外籍员工。【东方网财经】

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Apr 2018

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Apr 2018	30 Apr 2017	30 Apr 2018	30 Apr 2017
		$$'000	$$'000	$$'000	$$'000

1	Revenue	600,179	636,154	1,893,613	1,757,086
2	Profit/(loss) before tax	76,818	85,440	254,761	233,685
3	Profit/(loss) for the period	62,498	67,421	204,801	186,727
4	Profit/(loss) attributable to ordinary equity holders of the parent	61,136	66,497	201,519	183,746
5	Basic earnings/(loss) per share (Subunit)	12.50	14.34	41.51	39.77
6	Proposed/Declared dividend per share (Subunit)	10.00	6.00	10.00	6.00
		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 ($$)	3.5100		3.1800

icy97

EX-date	03 Jul 2018
Entitlement date	05 Jul 2018
Entitlement time	05:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Single Tier Interim Dividend of 10 sen per share
Period of interest payment	to
Financial Year End	31 Jul 2018
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	SYMPHONY SHARE REGISTRARS SDN BHDLevel 6, Symphony HousePusat Dagangan Dana 1Jalan PJU 1A/4647301 Petaling JayaSelangor Darul EhsanHelpdesk: 03-78490777
Payment date	13 Jul 2018
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	05 Jul 2018
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit	03 Jul 2018
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	0.1

icy97

icy97

icy97 发表于 20-12-2017 06:12 AM
森德2.8亿柔买地
拟发展综合产业

2017年12月16日
（吉隆坡16日讯）森德（SCIENTX，4731，主板工业产品股）宣布，以2亿8418万9256令吉收购新山蒲莱（Pulai）一块面积约335.5686英亩的永久农业土地，并计划发 ...

Type	Announcement
Subject	OTHERS
Description	PROPOSED ACQUISITION OF ALL THAT PIECE OF FREEHOLD LAND HELD UNDER GERAN 488391 LOT 64189 IN THE MUKIM OF PULAI, DISTRICT OF JOHOR BAHRU, STATE OF JOHOR MEASURING APPROXIMATELY 335.5686 ACRES BY AMBER LAND BERHAD FOR A TOTAL PURCHASE CONSIDERATION OF RM284,189,256.00 ("PROPOSED ACQUISITION")
The terms used herein, unless the context otherwise stated, bear the same meanings as those defined in the earlier announcement in relation to the Proposed Acquisition. We refer to our earlier announcement dated 15 December 2017 in relation to the Proposed Acquisition. The Board of Directors of Scientex wishes to announce that all conditions precedent as set out in the Agreement have been satisfied in accordance with the terms and conditions of the Agreement and the payment of Balance Purchase Price has been made to the Vendor on 10 July 2018, hence marking the completion of the Proposed Acquisition. This announcement is dated 10 July 2018.

icy97

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	SCIENTEX BERHADPROPOSED ACQUISITION OF TWO (2) PIECES OF FREEHOLD AGRICULTURE LANDS HELD UNDER GRN 41764 LOT NO. 2883 AND GRN 22740 LOT NO. 3267, ALL SITUATED IN MUKIM DURIAN TUNGGAL, DAERAH ALOR GAJAH IN THE STATE OF MELAKA MEASURING NET AGGREGATE AREA OF 208.9 ACRES BY SCIENTEX HEIGHTS SDN BHD FOR A TOTAL PURCHASE CONSIDERATION OF RM68,247,630.00
The Board of Directors of Scientex Berhad (“Company”) wishes to announce that Scientex Heights Sdn Bhd (Company No. 170255-V), a wholly‑owned subsidiary of  Scientex Quatari Sdn Bhd, which is a wholly‑owned subsidiary of the Company, has  on 15 August 2018 entered  into a Sale and Purchase Agreement with Real Golden Development Sdn Bhd (Company No. 891710-U) for the proposed acquisition of two contiguous pieces of freehold agriculture lands held under GRN 41764 Lot No. 2883 and GRN 22740 Lot No. 3267 respectively, all in the Mukim of Durian Tunggal, District of Alor Gajah, State of Melaka, measuring an aggregate net area of 208.9 acres for a total purchase consideration of Ringgit Malaysia Sixty Eight Million Two Hundred Forty Seven Thousand Six Hundred and Thirty (RM68,247,630.00) only (“Proposed Acquisition”). For further details of the Proposed Acquisition, please refer to the attachment. This announcement is dated 15th day of August 2018.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5884401

Attachments Announcement_Acquisition of New Durian Tunggal Land.pdf

icy97

购地中和展望不变　森德盘中急跌4.2%

財经 最后更新 2018年08月16日 20时51分
（吉隆坡16日讯）由于在马六甲的购地行动不会对短期盈利带来显著影响，分析员维持森德公司（SCIENTX，4731，主板工业股）的財测和投资评级；但是，该公司股价在今天呈跌，全天挫跌21仙或2.5%，以8.19令吉掛收，是全场第6大下跌股。该股盘中一度挫35仙或4.2%，至8.05令吉。

森德公司週三（15日）宣佈斥资6825万令吉，收购2片位于马六甲Durian Tunggal的永久產权农业用地，作为综合產业项目发展用途。

这2片土地总面积为208.9英亩，因此收购价相等于每平方英呎7.50令吉。

肯纳格研究分析员指出，对森德在马六甲增购地皮的举动感到意外，不过，他中和看待此项收购，因为不会显著影响森德短期盈利，而长期影响也略为正面。

达证券分析员则表示，长期而言，此项收购正面，因为预计可加强森德在马六甲身为產业发展商的地位。

维持评级財测

无论如何，两名分析员皆维持森德的盈利预测和投资评级。达证券分析员称，网上资料显示，目前该州的永久產权农业地的售价为每平方呎9.50令吉，意味森德的收购价比市场便宜16.8%。售价便宜，相信是因为土地面积大。

肯纳格研究分析员表示，由于过去的参考资料非常少，因此无法找到与该土地直接可比的数据。不过，马六甲混合土地所有权（即农业、工业和商业土地的结合体）的过往交易价格为每平方呎23令吉至49令吉。

该土地位于森德现有的Durian Tunggal项目对面，十分靠近主要高速大道，以及几个热门旅游景点。有关產业项目的发展总值尚未確定，该项目的发展成本、动工和完工日期也有待探討。

肯纳格分析员以可负担房屋和综合发展项目作为参考，每英亩12个单位的价格为每个单位40万令吉，假设土地成本对发展总值的比例为6.8%，预测该项目的发展总值为10亿令吉，估计该项目將在2020至2021年推出。

达证券分析员则认为，该项目的发展总值將与现有的Durian Tunggal项目相近。预测现有项目的发展总值为4亿令吉，有2亿令吉尚未发展。加入了这个新项目后，该公司在Durian Tunggal的產业项目发展总值將提高至8亿令吉。

值得一提的是，若土地被重新归类（从农业地转为商业地），土地价格可能会增加。预计项目推出后，森德2019年的凈负债率將从0.14倍，上升至0.15倍。2018年的负债率预计为0.19倍。

整体而言，肯纳格研究分析员和达证券维持森德「跑输大市」和「卖出」投资评级。

考虑到房地產业务的估值，肯纳格研究分析员將目標价从6.40令吉，调高至7.40令吉；而达证券分析员维持目標价在7令吉。该股当前的股价已经比以上目標价高。【东方网财经】