【SCIENTX 4731 交流专区】森德综合

icy97

林炳仁开明透明化领导．森德放眼10年百亿营收
http://www.sinchew.com.my/node/1792474/

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Jul 2018

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

1	Revenue	733,154	646,065	2,626,767	2,403,151
2	Profit/(loss) before tax	106,897	84,283	361,658	317,968
3	Profit/(loss) for the period	89,233	73,214	294,034	259,941
4	Profit/(loss) attributable to ordinary equity holders of the parent	88,287	72,127	289,806	255,873
5	Basic earnings/(loss) per share (Subunit)	18.06	15.02	59.59	54.83
6	Proposed/Declared dividend per share (Subunit)	10.00	10.00	20.00	16.00
		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 ($$)	3.6100		3.1800

icy97

EX-date	26 Dec 2018
Entitlement date	28 Dec 2018
Entitlement time	05:00 PM
Entitlement subject	Final Dividend
Entitlement description	Single Tier Final Dividend of 10 sen per ordinary 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 EhsanTel No.: 03-78490777
Payment date	18 Jan 2019
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	28 Dec 2018
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit	26 Dec 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

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icy97

每股1.60令吉折价39仙．森德2.225亿换股购耐慕志42%
http://www.sinchew.com.my/node/1812545/

Type	Announcement
Subject	MULTIPLE PROPOSALS
Description	SCIENTEX BERHAD ("SCIENTEX" OR THE "COMPANY")HEADS OF AGREEMENT IN RELATION TO THE PROPOSED ACQUISITION OF 139,062,766 ORDINARY SHARES IN DAIBOCHI BERHAD (FORMERLY KNOWN AS DAIBOCHI PLASTIC AND PACKAGING INDUSTRY BERHAD) ("DAIBOCHI")
On behalf of the Board of Directors of Scientex, RHB Investment Bank Berhad is pleased to announce that the Company is proposing to enter into a Heads of Agreement ("HOA") with certain shareholders of Daibochi (collectively be referred to as the “Vendor(s)”) for the proposed acquisition of 139,062,766 ordinary shares in Daibochi ("Sale Share(s)"), representing 42.41% of the total number of issued shares in Daibochi from the Vendors for a total purchase consideration of RM222,500,425.60, (equivalent to RM1.60 per Sale Share) to be satisfied entirely by issuance of new ordinary shares in Scientex ("Proposed Acquisition"). Please refer to the attached announcement for details of the HOA. This announcement is dated 14 November 2018.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5973273

Attachments Scientex - HOA announcement (Bursa).pdf

icy97

收购案互惠互利　森德飆涨耐慕志急挫
財经 最后更新 2018年11月15日 22时42分
http://www.orientaldaily.com.my/s/267766

（吉隆坡15日讯）森德公司（SCIENTX，4731）以换股方式收购耐慕志（DAIBOCI，8125）42%股权的计划，获得分析员一致看好，让森德公司与耐慕志互惠互利。

周三（14日）停牌的森德公司和耐慕志今日恢復交易，股价呈一起一跌局面。

森德公司以8.88令吉高开，受投资者青睞盘中触及9令吉的全天最高，最终以8.84令吉闭市，全天上涨17仙或1.96%，共有54万2900股易手，位居全场上升股第11名。

至于耐慕志，则大跌29仙或14.57%，收报1.70令吉，共有85万2800股易手，位居全场下跌股第4名。

森德公司是以2亿2250万令吉或每股1.60令吉，收购耐慕志的1亿3906万2766股或42.41%股权。

这项收购將以换股方式进行，即耐慕志的5.5股换取森德1股。

该公司收购耐慕志是为了进一步壮大其拉伸膜包装业务规模，打造一家区域包装业巨头。

分析员看好上述收购可为森德公司带来协同效应，並认为森德的出价合理。

达证券分析员指出，这项收购將令森德公司更接近实现2028年的长期目標，也就是100亿令吉营业额。

同时，大华继显分析员也认同地说，这符合森德公司为期10年的扩张计划，將其產能从目前的45万公吨提高至100万公吨。

「虽然换股可能造成盈利稀释效应，但这项收购將为两家公司带来协同效应。」

而肯纳格研究分析员则认为，虽然收购价偏高，但这不会影响森德公司的盈利。该公司之所以高价收购耐慕志，因为后者拥有不少大规模的跨国公司客户。

「假如一切顺利，这项收购將在2019年7月完成，並对森德公司2020財政年的盈利作出全面贡献。」

肯纳格研究將森德公司2020財政年的核心净利预测上修5%，並將其「落后大市」评级上调至「与大市同步」，目標价为8.50令吉。

达证券也上调其2019至2021財政年的盈利预测2.2%至4.7%，评级从「守住」上修至「买进」，目標价为9.87令吉。

至于大华继显则维持「买进」投资评级，目標价为10.41令吉。

icy97

森德结合现金与发股-购耐慕志剩余57.6%
http://www.enanyang.my/news/20181211/森德结合现金与发股br-购耐慕志剩余57-6/

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	SCIENTEX BERHAD ("SCIENTEX" OR THE "COMPANY")(I)  PROPOSED ACQUISITION; AND(II)  PROPOSED MGO
We refer to the announcement dated 14 November 2018 in relation to the signing of a heads of agreement in respect of the Proposed Acquisition (as defined below). On behalf of the Board of Directors of Scientex, RHB Investment Bank Berhad is pleased to announce that Scientex had, on 10 December 2018, entered into a conditional share sale agreement with certain shareholders of Daibochi Berhad (formerly known as Daibochi Plastic and Packaging Industry Berhad) (“Daibochi”) (collectively be referred to as the “Vendor(s)”) for the proposed acquisition of 139,062,766 ordinary shares in Daibochi ("Sale Share(s)"), representing approximately 42.41% of the total number of issued shares in Daibochi from the Vendors for a total purchase consideration of RM222,500,425.60, (equivalent to RM1.60 per Sale Share) to be satisfied entirely by the issuance of new ordinary shares in Scientex (“Proposed Acquisition”). Scientex is obliged to extend a mandatory take-over offer to acquire all the remaining shares and warrants in Daibochi not already owned by Scientex and its persons acting in concert pursuant to the Rule 4.01(a) of the Rules on Take-Overs, Mergers and Compulsory Acquisitions upon the Proposed Acquisition becoming unconditional (“Proposed MGO”). (The Proposed Acquisition and Proposed MGO are collectively known as the “Proposals”). Further details on the Proposals are set out in the attachment below. This announcement is dated 10 December 2018.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/6001685

Attachments Scientex - CSSA Announcement.pdf

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Oct 2018

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

1	Revenue	713,639	655,014	713,639	655,014
2	Profit/(loss) before tax	72,538	92,566	72,538	92,566
3	Profit/(loss) for the period	55,342	73,395	55,342	73,395
4	Profit/(loss) attributable to ordinary equity holders of the parent	53,666	72,402	53,666	72,402
5	Basic earnings/(loss) per share (Subunit)	10.98	14.97	10.98	14.97
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 ($$)	3.7300		3.6100

icy97

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	Issuance and allotment of 25,124,249 ordinary shares in Scientex Berhad, being the purchase consideration of the acquisition of 42.41% equity interest in Daibochi Berhad (formerly known as Daibochi Plastic and Packaging Industry Berhad) pursuant to the Conditional Share Sale Agreement dated 10 December 2018
No. of shares issued under this corporate proposal	25,124,249
Issue price per share ($$)	Malaysian Ringgit (MYR)   8.8000
Par Value($$) (if applicable)
Latest issued share capital after the above corporate proposal in the following
Units	514,357,749
Issued Share Capital ($$)	Malaysian Ringgit (MYR) 677,822,213.000
Listing Date	20 Feb 2019

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Jan 2019

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Jan 2019	31 Jan 2018	31 Jan 2019	31 Jan 2018
		$$'000	$$'000	$$'000	$$'000

1	Revenue	766,585	630,684	1,480,224	1,285,698
2	Profit/(loss) before tax	100,044	85,377	172,582	177,943
3	Profit/(loss) for the period	75,768	68,908	131,110	142,303
4	Profit/(loss) attributable to ordinary equity holders of the parent	73,745	67,981	127,411	140,383
5	Basic earnings/(loss) per share (Subunit)	15.08	14.05	26.06	29.02
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 ($$)	3.7700		3.6100

icy97

icy97 发表于 16-8-2018 12:41 AM
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5884401

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 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 announcements dated 15 August 2018 and 14 January 2019 in relation to the Proposed Acquisition. The Board of Directors of Scientex wishes to announce that the full payment of the balance purchase price has been made to the Vendor on 17 April 2019, marking the completion of the Proposed Acquisition. This announcement is dated 17 April 2019.

icy97

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	SCIENTEX BERHAD ("SCIENTEX" OR "THE COMPANY")PROPOSED ACQUISITION BY SCIENTEX PARK (M) SDN BHD, A WHOLLY-OWNED SUBSIDIARY OF SCIENTEX, OF THE LANDS IN THE STATE OF SELANGOR MEASURING IN AGGREGATE OF APPROXIMATELY 673,718.70 SQUARE METERS FOR A TOTAL PURCHASE CONSIDERATION OF RM123,280,288.56 ("PROPOSED ACQUISITION")
The Board of Directors of Scientex Berhad (“Company”) wishes to announce that Scientex Park Sdn Bhd (Company No. 265710-D), a wholly‑owned subsidiary of the Company, had on 13 May 2019 entered into two (2) conditional sale and purchase agreements in relation to the Proposed Acquisition with the following vendors: - (i) a sale and purchase agreement with Swan Lake City Sdn Bhd (Company No. 121146-X) for the acquisition of lands in the State of Selangor measuring in aggregate of approximately 607,735.70 square meters for a purchase consideration of RM111,207,591.00; and (ii) a sale and purchase agreement with Fair City Sdn Bhd (Company No. 738602-U) for the acquisition of lands in the State of Selangor measuring in aggregate of 65,983.00 square meters for a purchase consideration of RM12,072,697.56. For further details of the Proposed Acquisition, please refer to the attachment. This announcement is dated 13th day of May 2019.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/6159361

Attachments Announcement_Acquisition of Kundang Lands.pdf

icy97

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	SCIENTEX BERHAD ("SCIENTEX" OR "THE COMPANY")PROPOSED ACQUISITION BY SCIENTEX (SKUDAI) SDN BHD, A WHOLLY-OWNED SUBSIDIARY OF SCIENTEX, OF THE SIX (6) PARCELS OF FREEHOLD LANDS ALL SITUATED IN MUKIM 12, DAERAH SEBERANG PERAI UTARA, STATE OF PULAU PINANG MEASURING IN AGGREGATE AREA OF APPROXIMATELY 7,827,534.83 SQUARE FEET FOR A TOTAL PURCHASE CONSIDERATION OF RM109,585,487.60
The Board of Directors of Scientex Berhad (“Company”) wishes to announce that Scientex (Skudai) Sdn Bhd (Company No. 216001-X), a wholly‑owned subsidiary of the Company, had on 10 June 2019 entered into a Sale and Purchase Agreement with Palma Indah Sdn Bhd (Company No. 1075261-H) for the proposed acquisition of the following six (6) parcels of freehold lands held under: Geran (1st Grade) No. Hakmilik 131904 Lot 5688; Geran No. Hakmilik 5762 Lot 535; Geran (1st Grade) No. Hakmilik 5764 Lot 568; Geran (1st Grade) No. Hakmilik 115348 Lot 3262; Geran No. Hakmilik 115349 Lot 3263; and Geran Mukim (1st Grade) No. Hakmilik 7 Lot 567, all situated in Mukim 12, Daerah Seberang Perai Utara, State of Pulau Pinang, measuring in aggregate area of approximately 7,827,534.83 square feet for a total purchase consideration of RM109,585,487.60 only (“Proposed Acquisition”). For further details of the Proposed Acquisition, please refer to the attachment. This announcement is dated 10th day of June 2019.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/6187221

Attachments Announcement_Acquisition of Penang Lands.pdf

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Apr 2019

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Apr 2019	30 Apr 2018	30 Apr 2019	30 Apr 2018
		$$'000	$$'000	$$'000	$$'000

1	Revenue	828,457	596,415	2,308,681	1,882,113
2	Profit/(loss) before tax	101,433	76,818	274,015	254,761
3	Profit/(loss) for the period	76,181	62,498	207,291	204,801
4	Profit/(loss) attributable to ordinary equity holders of the parent	72,884	61,136	200,295	201,519
5	Basic earnings/(loss) per share (Subunit)	14.31	12.50	40.41	41.51
6	Proposed/Declared dividend per share (Subunit)	10.00	10.00	10.00	10.00
		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 ($$)	4.1700		3.6100

icy97

SCIENTEX BERHAD

EX-date	15 Jul 2019
Entitlement date	16 Jul 2019
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 2019
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	BOARDROOM SHARE REGISTRARS SDN BHD(Formerly known as Symphony Share Registrars Sdn Bhd)Level 6, Symphony HousePusat Dagangan Dana 1Jalan PJU 1A/4647301 Petaling JayaSelangor Darul EhsanTel:03-78490777Fax:03-78418151
Payment date	23 Jul 2019
a.Securities transferred into the Depositor's Securities Account before 4:30 pm in respect of transfers	16 Jul 2019
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit	15 Jul 2019
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

哭哭鸟

SCIENTX(4731)

SCIENTX最近季度的业绩出炉，笔者震惊了。本来预期收购了子公司之后，营业额盈利会突破历史新高，全年盈利有望成长5％已经是很厉害了。
结果，Net Profit净利从之前最高的RM88.3 mil飞跃到RM133.4 mil，增长60.8 mil。最让人惊喜的是Manufacturing部门的Operating Profit从26.3 mil增长到67.1 mil，因此业绩出炉之后带动了SCGM（7个月新高），SUPRRLN以及TGUAN（股价52周新高）的股价。

Manufacturing的盈利贡献比例是38％，产业占62％。去年则是35.6％对比64.4％，朔料包装贡献明显增长。产业部门的成功是因为主打可负担房屋，假设SCIENTX只有产业的生意，估值会是个位数。

大家都知道产业公司的PE不高，而SCIENTX的PE = 13.97是因为有Plastic Packaging的盈利贡献以及过往50年的成长记录支撑着。

而且最新财政年的现金流非常强劲，在花费了RM80.1 mil的现金收购Daiboci之后还能流入RM85.3 mil，现金流明显提升。

有价值的好公司必须要耐心等待，相信大家对这句话不陌生。不过SCIENTX在2017年9月突破历史新高的RM9.85之后，PE巅峰大约18＋＋，过后股价就横摆至今。过去两年年属于累积Power期，预计未来会2年会稳定成长

管理层在2017年立下目标，2028年进入百亿俱乐部。现在的市值46.6亿，距离2028年还有9年的时间，是否意味着未来9年要上涨115％呢？

只要公司可以每年保持2％以上的Dividend Yield，每年股价增长8％左右，2028年就可以达到100亿的目标，每年的平均回报率CAGR是10％（包含股息）。

在FY19财政年，公司的业绩包含了RM21.2 mil的外汇亏损。假设拿掉的话，公司全年盈利是可以成长20％以上的。

*以上的计算是根据管理层的目标推算而来。

哭哭鸟

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Plastic Packaging 龙头，Scientx

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Jul 2019

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Jul 2019	31 Jul 2018	31 Jul 2019	31 Jul 2018
		$$'000	$$'000	$$'000	$$'000

1	Revenue	938,765	720,721	3,247,446	2,602,834
2	Profit/(loss) before tax	176,573	99,923	450,588	354,684
3	Profit/(loss) for the period	138,617	83,933	345,908	288,734
4	Profit/(loss) attributable to ordinary equity holders of the parent	133,402	82,987	333,697	284,506
5	Basic earnings/(loss) per share (Subunit)	25.89	16.97	66.66	58.50
6	Proposed/Declared dividend per share (Subunit)	10.00	10.00	20.00	20.00
		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 ($$)	4.3200		3.5800