【LPI 8621 交流专区】伦平

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Type	Announcement
Subject	NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) BONUS ISSUES
Description	LPI CAPITAL BHD (“LPI” OR “COMPANY”) PROPOSED BONUS ISSUE OF 110,661,990 NEW ORDINARY SHARES OF RM1.00 EACH IN LPI (“LPI SHARE(S)”) (“BONUS SHARE(S)”) TO BE CREDITED AS FULLY PAID-UP, ON THE BASIS OF ONE (1) BONUS SHARE FOR EVERY TWO (2) EXISTING LPI SHARES HELD ON AN ENTITLEMENT DATE TO BE DETERMINED LATER (“PROPOSED BONUS ISSUE”)
On behalf of the Board of Directors of LPI, Public Investment Bank Berhad (“PIVB”) wishes to announce that LPI is proposing to undertake the Proposed Bonus Issue. Further details on the Proposed Bonus Issue are set out in the attachment. This announcement is dated 28 January 2015. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1864293

Attachments Proposed Bonus Issue (LPI).pdf

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业绩出色派息加红股 伦平股价首破20元

财经新闻 财经  2015-01-30 11:26
（吉隆坡29日讯）全年业绩表现标青，加上派送较高股息和红股，激励伦平（LPI，8621，主板金融股）今日股价，史上首度站上20令吉之上，劲飙11.68%。

由于保险业务业绩出色，激励伦平去年末季净利飙涨123.43%，至1亿1706万令吉，全年则年增40.5%，报2亿8302万令吉，或每股128.33仙。

同时，该公司派送每股55仙股息，并以2送1比例派送红股。

利好消息激励该股今日价量齐声，更一度冲高2.78令吉或15.03%，攀抵21.28令吉的史上最高位。

该股最终仍守住20令吉大关，以20.66令吉挂收，扬2.16令吉或11.68%，居上升股之首，交易量38万9200股。

财测下修6%

不过，虽则去年业绩报佳音，市场也获红股消息激励，但分析界普遍认为，今后的获利能力恐被削弱，因经济不景导致更艰辛的营运环境，加上2016年放宽火险和摩托险保费架构后，市场将更具挑战。

为此，兴业投行研究将营收增长预估下调6%，2015和2016财年每股盈利，也跟着调降8%和18%，相信明年的索赔损失率会更高。

派息料降至75%

估计派息率将从先前预期的80%，拉低至75%。

除了营运展望欠佳，肯纳格投行研究也将红股扩大股本至3亿3100万令吉的因素考虑在内，可能将每股盈利预估下调70仙，目标价格届时也会跟着走低至12.65令吉。

“从策略上来看，相信伦平将会继续专注扩大经纪网络，并借助与大众银行（PPBANK，1295，主板金融股）的银行保险联盟平台，扩大保险业务。”

另一方面，伦平保险的火险和摩托险业务占62%比例，预计东海岸水灾造成的总索赔额约2000万令吉，但仅占今年盈利预估的2至3%，影响甚微。




[南洋网财经]

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Date of change	24/02/2015
Name	Tee Choon Yeow
Age	62
Nationality	Malaysian
Type of change	Others
Designation	Others
Directorate	Non Independent & Non Executive
Qualifications	1) Bachelor's Degree in Commerce from the University of Canterbury, New Zealand 2) Chartered Accountant of the Institute of Chartered Accountants, New Zealand 3) Chartered Accountant of the Malaysian Institute of Accountants 4) Fellow of CPA Australia
Working experience and occupation	Mr Tee was appointed as General Manager of LPI Capital Bhd (LPI) in 1991 and subequently re-designated as Chief Executive Officer of LPI in 1998 until he retired in 2013. He was re-designated as Non-Independent Non-Executive Director with effect from 1 March 2013. Mr Tee is also a Non-Independent Non-Executive Director of Lonpac Insurance Bhd, a wholly-owned subsidiary of LPI.
Directorship of public companies (if any)	Lonpac Insurance Bhd
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	Direct Interest of 640,000 ordinary shares of RM1.00 each

Remarks :

Mr Tee is appointed as Alternate Co-Chairman of the Company.

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伦平股东要求更丰厚股息

财经  2015年03月09日
(吉隆坡9日讯)虽然伦平资本（LPI，8621，主板金融股）持续交出平稳的业绩，但股东仍期望该公司可以派发更高的股息，或给予更大比例的红股，回馈股东。

伦平资本小股东在该公司今日举行的股东大会上，要求董事局考虑將更多的资金用作派息，並建议將每股股息提高至1令吉，不然，也可以考虑以1送1比例发红股，並指这些回馈股东的动作，將可以协助提振股市的股价。

该公司2014財政年的股息派发比例是58%，每股股息达到75仙。该公司也在早前公佈业绩时，宣布以2送比例发红股。

资本开销不多

业务平稳的伦平资本，资本开销並不多，伦平资本目前手上握有8亿1920万令吉的现金，该公司在今日的股东大会后透露，未来3年的资本开销反为6000万令吉，主要是用作开拓电子商务平台。这相信也是股东对股息有更高期待的原因。

业务方面，该公司表示將专注公司內部成长，没有合併的打算。但预期今年將取得双位数成长。

伦平资本首席执行员陈国源在股东大会后对记者表示，儘管去年国家经济受到国际原油价格和原產品暴跌，以及令吉贬值所打击，伦平资本仍然交出很好的成绩。他希望今年公司表现更上一层楼，取得优於去年的表现。

伦平资本2014財政年末季（截至12月31日止）净利为1亿1706万令吉，按年增加123.4%；营业额则为2亿9917万令吉，按年提升1.5%。全年而言，该公司净利按年上升40.5%，至2亿8302万令吉；营业额则上扬4.5%，至11亿6969万令吉。

陈国源指出，火险业务仍是该公司净保费增长的主要贡献来源。另外，有鑑於国家大型基建设施，包括捷运等大型工程的发展，他也看好工程保险成长潜力。去年毛保费总额（Gross Written Premiums）取得3.9%的成长，至11亿4916万令吉。来自火险业务和汽车保险业务获得7.3%和5.7%的成长，至4亿3235万令吉及2亿7587万令吉。

另外，他也透露，基于伦平资本將开拓保险电子销售平台，陈国源表示，公司在未来3年將拨出6000万令吉投资于人力资源和资讯与科技部门，以提升电子系统的部门。

专攻东盟3市场

陈国源称，接下来，大马、新加坡和柬埔寨市场將会是公司所专注的市场。尤其是柬埔寨市场，市场规模虽然较小，但却成长快速。

目前，该公司在柬埔寨市场佔有率约为10%，陈国源表示，公司將通过聘请更多的保险代理，以继续扩大在柬埔寨市场的分销管道。至於，新加坡市场而言，他认为，新加坡是一个自由市场，因此，当地保险的竞爭力非常激烈。

伦平资本在週一闭市报22.02令吉，全天下跌12仙或0.54%。成交量为2万5600股。其大股东--大眾银行（PBBANK，1295，主板金融股）今天以18.38令吉掛收，下跌28仙或1.5%。成交量达598万9500股。【东方网财经】

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LPI CAPITAL BHD

EX-date	20/03/2015
Entitlement date	24/03/2015
Entitlement time	05:00:00 PM
Entitlement subject	Bonus Issue
Entitlement description	BONUS ISSUE OF 110,661,990 NEW ORDINARY SHARES OF RM1.00 EACH IN LPI (“LPI SHARE(S)”) (“BONUS SHARE(S)”) TO BE CREDITED AS FULLY PAID-UP, ON THE BASIS OF ONE (1) BONUS SHARE FOR EVERY TWO (2) EXISTING LPI SHARES HELD ON THE ENTITLEMENT DATE (“BONUS ISSUE”)
Period of interest payment	to
Financial Year End
Share transfer book & register of members will be	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Tricor Investor Services Sdn Bhd Level 17, The Gardens North Tower Mid Valley City Lingkaran Syed Putra 59200 Kuala Lumpur Tel: 03-2264 3883 Fax: 03-2282 1886
Payment date
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	24/03/2015
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	Ratio
Ratio	1 : 2

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Type	Announcement
Subject	NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) BONUS ISSUES
Description	BONUS ISSUE OF 110,661,990 NEW ORDINARY SHARES OF RM1.00 EACH IN LPI (“LPI SHARE(S)”) (“BONUS SHARE(S)”) TO BE CREDITED AS FULLY PAID-UP, ON THE BASIS OF ONE (1) BONUS SHARE FOR EVERY TWO (2) EXISTING LPI SHARES HELD ON THE ENTITLEMENT DATE (“BONUS ISSUE”)
We refer to the Company’s announcements dated 28 January 2015, 29 January 2015, 5 February 2015, 13 February 2015 and 9 March 2015 in relation to the Bonus Issue. On behalf of the Board of Directors of the Company, Public Investment Bank Berhad wishes to announce that based on the issued and paid-up share capital of the Company as at 24 March 2015, a total of 110,661,828 new LPI Shares have been issued pursuant to the Bonus Issue. It should be noted that all fractional entitlements arising from the Bonus Issue have been disregarded. Pursuant thereto, the enlarged issued and paid-up share capital of the Company will be RM331,985,808 comprising 331,985,808 LPI Shares. The 110,661,828 Bonus Shares will be listed and quoted on the Main Market of Bursa Malaysia Securities Berhad with effect from 9.00 a.m. on Wednesday, 25 March 2015. This announcement is dated 24 March 2015.

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伦平首季净利涨13%

财经  2015年04月08日
（吉隆坡8日讯）伦平资本（LPI，8621，主板金融股）2015財政年首季（截至3月31日止）净利按年上涨13%，至5719万令吉，去年同期为5058万令吉。该公司今年首季营业额则微起5%，至2亿9173万令吉，去年同期为2亿7779万令吉。

配合业绩出炉，该公司今日发文告表示，儘管面对疲软的全球经济前景，以及国內经济成长放缓，该公司首季业绩表现，仍取得增长，税前净利从去年同期的6270万令吉，增至7070万令吉。

文告称，这亮眼的表现来自于伦平资本子公司--Lonpac保险公司（简称Lonpac）良好的业绩。Lonpac首季税前净利从去年同期的4690万令吉，成长13.6%，至5330万令吉。该公司毛保费收益从去年同期的3亿5460万令吉，增加5%，至3亿7240万令吉；同时，其净保费收益也从去年同期的1亿3590万令吉，上涨5.9%，至1亿4390万令吉。

伦平资本创办人兼主席丹斯里郑鸿標在文告中说，鉴于动盪的经济环境和竞爭激烈的市场，Lonpac需进一步加强其市场行销和分销队伍，以加强其市场地位。

「国內经济成长放缓，直接影响保险业的保费率成长。儘管面临这些挑战，Lonpac仍取得较低的已承付索偿赔净额比率（net claims incurred ratio），即49.1%，相比去年同期的50.8%。」

郑鸿標指出，而综合赔付率（combined ratio）也从去年同期的75.8%，改善至70.7%。同时，该公司承保盈利从去年同期的4210万令吉，成长28%，至3290万令吉。

他补充道，谨慎的承保风险评估，以及严谨的索赔管理，將继续是该公司的关键业务策略，以扩大市场份额。

此外，郑鸿標透露，伦平资本净资產收益率从去年同期的3.3%，提高至3.5%，同时其每股盈利从15.28仙，增至17.23仙。

「全球许多国家目前面对严峻和不利的经济环境。在大马，面临的挑战，包括消费税、低原油价格，以及预计低迷的房產市场，但这些將是暂时性的，我们相信大马经济將在今年尾达到4.5%至5.5%的成长。」

乐观看待前景

郑氏进一步解释，在面对外部疲软和激烈的竞爭下，公司將继续创新业务、提高生產力和营运效率，同时乐观看待公司整体营运成长，以加强股东价值。

伦平资本今日以14.88令吉闭市，全天上涨6仙或0.40%，成交量达3万5000股。【东方网财经】

SUMMARY OF KEY FINANCIAL INFORMATION 31/03/2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/03/2015	31/03/2014	31/03/2015	31/03/2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	291,730	277,798	291,730	277,798
2	Profit/(loss) before tax	70,746	62,674	70,746	62,674
3	Profit/(loss) for the period	57,197	50,581	57,197	50,581
4	Profit/(loss) attributable to ordinary equity holders of the parent	57,197	50,581	57,197	50,581
5	Basic earnings/(loss) per share (Subunit)	17.23	15.28	17.23	15.28
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 ($$)	4.8903		7.4681

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財報穩健‧倫平資本升幅受限

2015-04-09 18:04      
（吉隆坡9日訊）倫平資本（LPI,8621,主板金融組）最新財報盡顯“穩定至上”特色，唯一“缺失”是今年至今股價漲勢不俗，上漲空間變得有限，分析員為此維持保守看法。

今日收市，倫平資本報14令吉86仙，跌2仙。

倫平資本第一季在保費與投資收益增加下，營業額增長5.02%至2億9千173萬令吉，其中火險新保費增加30%，抵銷車險和海陸空運輸保險分別減少17%和4%的影響。

淨利成長13.1%至5千719萬7千令吉，歸功於理賠率與傭金開銷分別降低1.7%和1.3%，總和則是減少5.1%至72%。

肯納格研究說，消費或家居保險如火險、車險等將繼續成為該公司的業務成長重點。

保險業務料受衝擊


不過，該行認為，受消費稅、油價下跌、房市買賣減少等影響，經濟成長可能減緩，該公司的保險業務也難逃衝擊。
肯納格指出，該公司完成2送1紅股後，股本從2億2千100萬股提高到3億3千100萬股，目標價也跟著從19令吉調整為12令吉67仙。

該行補充，股票數量增加，流通率也會提高，決定調高估值預測，並上修目標價至14令吉43仙，惟倫平資本近期漲勢凌人，上漲空間變小，評級調低至“落後大市”。

MIDF研究也認為，倫平資本宣佈紅股計劃後，今年1月至今股價猛漲20%，顯示其抗跌特質已經獲得消化，因此僅保持其“中和”評級。



（星洲日報／財經）

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伦平售大众银行0.03%

财经新闻 财经  2015-05-01 10:23
（吉隆坡30日讯）伦平（LPI，8621，主板金融股）以2200万令吉，脱售大众银行（PBBANK，1295，主板金融股）0.03%股权。

根据文告，伦平是在公开市场，出价每股19.7415令吉，售出111万3900股普通股，将持股权降至1.45%，相等5613万604股。

伦平是在1999年，以660万令吉买入这批股权，此次脱售可入袋1530万令吉，为今年贡献每股5仙的盈利。

该公司表示，这项脱售活动旨在取得免税的资本增值收入，以支撑业务增长，脱售所得将放在定期存款，以提高利息收入。【南洋网财经】

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	LPI CAPITAL BHD (LPI) - DISPOSAL OF 1,113,900 ORDINARY SHARES OF RM1.00 EACH IN PUBLIC BANK BERHAD (PBB)
The Board of LPI wishes to inform that LPI had on 30 April 2015 disposed of 1,113,900 ordinary shares of RM1.00 each in PBB (PBB Shares(s)), a public company listed on Main Market of Bursa Malaysia Securities Berhad (Bursa), representing 0.03% of the total issued and paid-up share capital of PBB (excluding a total of 20,644,304 PBB Shares bought-back by PBB and retained as treasury shares) via open market for a cash consideration of RM22.0 million or RM19.7415 per PBB Share (the Disposal). LPI’s shareholding in PBB after the Disposal is 56,130,604 PBB Shares, representing 1.45% of the total issued and paid-up capital in PBB (excluding a total of 20,644,304 PBB Shares bought-back by PBB and retained as treasury shares). The rationale of the Disposal is to realise tax-exempt capital gains and to support business growth. The sale proceeds will be placed into fixed deposit to generate interest income. The net profit attributable to the Disposal is RM0.6 million and net assets of the Disposal is RM22.0 million. The original cost of investment of LPI in PBB Shares is RM6.6 million since year 1999. The Disposal is expected to result in a gain of approximately RM15.3 million which translates to an increase in earnings per share of approximately 5 sen per share to the LPI’s Group for the financial year ending 31 December 2015. The Disposal does not have any effect on the share capital and substantial shareholders’ shareholdings of LPI. It is also not expected to have any effect on the net assets per share and gearing of LPI for the financial year ending 31 December 2015. None of the directors, major shareholders and/ or persons connected with the directors and major shareholders of LPI have any interest, direct or indirect, in the Disposal.    The Board of LPI, after having considered all aspects of the Disposal, is of the opinion that the Disposal is in the best interest of LPI. The highest percentage ratio applicable to the Disposal pursuant to paragraph 10.02(g) of Bursa MMLR is 1.3%, and the aggregate percentage ratio applicable to PBB Shares disposed from 27 October 2014 to 29 October 2014 and 30 April 2015 is 5.9%. This announcement is dated 30 April 2015.

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倫平資本售股賺1410萬

財經28 May 2015 20:47
（吉隆坡28日訊）倫平資本（LPI，8621，主要板金融）以2058萬令吉，在公開市場上脫售大眾銀行（PBBANK，1295，主要板金融）2064萬4304股，預計將錄得1410萬令吉收益，使本財年每股盈利增加約4仙。

倫平資本今日向馬證交所報備，公司以每股18.9511令吉價格脫售大眾銀行股權，佔已發行繳足資本0.03%；完成脫售后，公司持股為5474萬4504股，相當于繳足資本1.42%。【中国报财经】

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	LPI CAPITAL BHD (LPI) - DISPOSAL OF 1,086,100 ORDINARY SHARES OF RM1.00 EACH IN PUBLIC BANK BERHAD (PBB)
The Board of LPI wishes to inform that LPI had on 28 May 2015 disposed of 1,086,100 ordinary shares of RM1.00 each in PBB (PBB Shares(s)), a public company listed on Main Market of Bursa Malaysia Securities Berhad (Bursa), representing 0.03% of the total issued and paid-up share capital of PBB (excluding a total of 20,644,304 PBB Shares bought-back by PBB and retained as treasury shares) via open market for a cash consideration of RM20.58 million or RM18.9511 per PBB Share (the Disposal). LPI’s shareholding in PBB after the Disposal is 54,744,504 PBB Shares, representing 1.42% of the total issued and paid-up capital in PBB (excluding a total of 20,644,304 PBB Shares bought-back by PBB and retained as treasury shares). The rationale of the Disposal is to realise tax-exempt capital gains and to support business growth. The sale proceeds will be placed into fixed deposit to generate interest income. The net profit attributable to the Disposal is RM0.58 million and net assets of the Disposal is RM20.58 million. The original cost of investment of LPI in PBB Shares is RM6.41 million since year 1999. The Disposal is expected to result in a gain of approximately RM14.10 million which translates to an increase in earnings per share of approximately 4 sen per share to the LPI’s Group for the financial year ending 31 December 2015. The Disposal does not have any effect on the share capital and substantial shareholders’ shareholdings of LPI. It is also not expected to have any effect on the net assets per share and gearing of LPI for the financial year ending 31 December 2015. None of the directors, major shareholders and/ or persons connected with the directors and major shareholders of LPI have any interest, direct or indirect, in the Disposal.    The Board of LPI, after having considered all aspects of the Disposal, is of the opinion that the Disposal is in the best interest of LPI. The highest percentage ratio applicable to the Disposal pursuant to paragraph 10.02(g) of Bursa MMLR is 1.2%, and the aggregate percentage ratio applicable to PBB Shares disposed from 27 October 2014 to 26 May 2015 and 28 May 2015 is 7.4%. This announcement is dated 28 May 2015.

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伦平资本次季净利飙68% 派息20仙
By Ahmad Naqib Idris  / theedgemarkets.com   | July 8, 2015 : 5:17 PM MYT   
http://www.theedgemarkets.com/my/article/伦平资本次季净利飙68-派息20仙?type=News

（吉隆坡8日讯）伦平资本（LPI Capital Bhd）截至2015财年次季净利飙升67.5%至8574万令吉，主要来自保险臂膀--伦平保险（Lonpac Insurance Bhd ( Financial Dashboard)）的盈利贡献，以及投资股票获利。

截至今年6月杪的2015财年，伦平资本次季营业额报3亿473万令吉，按年扬升4.5%，上财年营业额报2亿9149万令吉。

与此同时，伦平资本也宣布派发每股20仙，总值6640万令吉的首次中期股息，派息日定于8月3日。

伦平资本今日向大马交易所报备，受投资股票所获得3920万令吉的收益所推动，致使伦平资本次季净利表现标青。

“普险业务营业额增加，主要来自次季总保费走高所推动，总保费由上财年的1140万令吉，按年增加4%至2亿9340万令吉。”

总结2015财年上半年的业绩表现，伦平资本合计两季净利飙升40.5%至1亿4294万令吉，上财年同期报1亿176万令吉；合共两季营业额报5亿9646万令吉，上财年同期为5亿6929万令吉，按年扬升4.8%。

伦平资本创办人兼主席丹斯里郑鸿标透过另一份文告表示，美国与其他已发展经济体的复苏情况令人大失所望，主要因为来自亚洲的制造商品出口复苏情况，不如预期般强劲。

“中国近几周的数据显示，中国经济正开始趋稳。不过，中国经济的稳定性能否持续引发担忧。希腊和欧元区试图歇制日益严峻的债务危机及资本外流的情况，这些或加剧希腊退出欧元区的风险。”

他补充，马来西亚将受外围逆风所影响。

“作为一个主要的交易国，全球经济动荡和所产生的效应，可能拖累我国经济走势。”

郑鸿标表示，在动荡的经济环境下，普险业务增长料将放缓，伦平资本将继续审慎进行承销和索赔管理。

“基于公司所采取的风险管理措施与业务策略，我们对伦平资本2015下半年的业绩表现将走好信心满满。”

今日闭市时，伦平资本（基本面：2.1；估值：1.65）以14.18令吉报收，涨16仙或1.14%，成交量为4万7600股。

（编译：倪嫣鴽）

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	304,726	291,491	596,456	569,289
2	Profit/(loss) before tax	101,829	68,551	172,575	131,225
3	Profit/(loss) for the period	85,739	51,181	142,936	101,762
4	Profit/(loss) attributable to ordinary equity holders of the parent	85,739	51,181	142,936	101,762
5	Basic earnings/(loss) per share (Subunit)	25.82	15.47	43.05	30.75
6	Proposed/Declared dividend per share (Subunit)	20.00	20.00	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 ($$)	5.0173		7.4681

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EX-date	22 Jul 2015
Entitlement date	24 Jul 2015
Entitlement time	05:00 PM
Entitlement subject	First Interim Dividend
Entitlement description	First Interim Single Tier Dividend of 20.0 sen per ordinary share
Period of interest payment	to
Financial Year End	31 Dec 2015
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	Tricor Investor Services Sdn BhdLevel 17, The Gardens North Tower,Mid Valley City,Lingkaran Syed Putra,59200 Kuala Lumpur, Malaysia.Tel No.: 03-2264 3883Fax No.: 03-2282 1886
Payment date	03 Aug 2015
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	24 Jul 2015
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	0.2000
Par Value	Malaysian Ringgit (MYR) 1.000

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Date of change	08 Jul 2015
Name	MR TEE CHOON YEOW
Age	62
Nationality	Malaysia
Type of change	Redesignation
Previous Position	Independent Director
New Position	Co-Chairman
Directorate	Independent and Non Executive
Qualifications	Mr Tee holds a Bachelor's Degree in Commerce from the University of Canterbury, New Zealand. He is a Chartered Accountant of the Institute of Chartered Accountants, New Zealand and the Malaysian Institute of Accountants and a Fellow of the CPA Australia.
Working experience and occupation	Mr Tee was appointed to the Board of LPI Capital Bhd (the Company) on 29 October 1991. He was appointed as General Manager of the Company in 1991 and subsequently re-designated as Chief Executive Officer of the Company in 1998 until he retired in 2013. He was re-designated as Non-Independent Non-Executive Director (NINED) with effect from 1 March 2013. Mr Tee is also a NINED of the Companys wholly-owned subsidiary, Lonpac Insurance Bhd, a public company.
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	Direct Interests of 960,000 ordinary shares of RM1.00 each

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倫平資本淨利成長緩和‧火險料為成長引擎

2015-07-09 16:55      
（吉隆坡9日訊）倫平資本（LPI，8621，主板金融組）上半年核心淨利放緩至單位數，分析員預見此趨勢將延續至下半年，維持財測不變。

肯納格研究指出，脫售大眾銀行（PBBANK，1295，主板金融組）除權所得支撐，該公司第二季取得8千570萬令吉淨利，推動2015上半年淨利增長40.5%至1億4千290萬令吉。

第二季末，倫平資本在大眾銀行的持股，從第一季的1.48%降至1.42%。

“排除3千335萬令吉售股收益，第二季淨利為5千240萬令吉，上半年核心淨利增長7.7%至1億零960萬令吉，符合全年預測的47%。”

不過，肯納格認為，對比過去的雙數增長率，核心淨利增長7.7%已屬緩慢，主要是淨保費收入、其他收入及有效稅率減少支撐。

“潛在淨利擴張阻力受更高索償及管理開銷限制，兩者加總比增至72.3%，起漲1.1基點；火險、海運、航空及運輸保單盈餘擴增，車險則因索償比增加，導致盈餘下滑29.4%，淨保費收入因此僅增長7.6%。”

肯納格表示，該集團料維持專注於建設經紀網絡，持續與大眾銀行合作銀行保險拓展業務，看好火險將是未來成長引擎。

鑑於2015財政年經濟成長因消費稅、低油價及產業市場停滯而放緩，肯納格研究估計，倫平資本淨保費收入料維持在單位數成長水平。

肯納格預測，2015財政年大馬國內生產總值將成長5.1%，對比去年的6%增長率。

肯納格考量倫平資本在經濟環境充滿挑戰期間，上半年核心淨利依然獲取高單位數增長率，不過成長率卻比過去放緩，索償率也走高，故保持中立看法，維持｀符合大市’評級及目標價14令吉44仙不變。（星洲日報／財經‧文：郭曉芳）


伦平 火险成增长动力
财经 股市 行家论股  2015-07-10 11:07
http://www.nanyang.com/node/711286?tid=462

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伦平第3季净利营收双双攀升

财经  2015年10月08日
（吉隆坡8日讯）普险业务强劲的表现，带动伦平资本（LPI，8621，主板金融股）2015財政年第3季（截至9月30日止）净利和营业额双双攀升，分別上涨18.14%和16.02%，至7584万令吉和3亿4951万令吉。

该公司2015財政年首9个月净利达2亿1879万令吉，按年涨31.83%，去年同期为1亿6596万令吉；营业额则从去年同期的8亿7053万令吉，按年增8.66%，至9亿4596万令吉。

文告指出，该公司旗下伦平保险同年第3季净保费和承保利润分別增加7.8%和26.5%，至3亿1000万令吉和6780万令吉，是伦平资本当季营业额主要贡献来源。

伦平保险承保利润攀高，归功于其索赔和佣金比例各別从43.4%和7%，降低至38.4%和6.5%。

然而，该公司投资控股业务却因低利息收入，而按年微跌2.08%，至1410万令吉。

另一方面，伦平资本创办人兼主席丹斯里郑鸿標指出，原產品价格疲软、美元走势和全球经济不稳定，皆打击身为新兴国家兼原產品出口国的大马；同时，国內需求低迷亦重挫大马保险领域，导致其2015年上半年普险成长从去年同期的6.4%，放缓至2.3%。

「儘管市场环境艰鉅，伦平资本首9个月业绩表现仍標青。」

他披露，该公司资產负债表仍强稳，股东基金达16亿1640万令吉，总资產则为35亿8400万令吉，股本回酬率（ROE）也提升至13.5%。

末季展望谨慎

展望未来，虽然美国经济开始走强，但是亚洲经济体，尤其是中国，则面对经济放缓。

他预期，大马末季经济和保险领域的前景充满挑战，保险需求將持续减少，公司谨慎看待2015財政年末季业绩表现，但会持续接近目標客户群、著重提高业务成长。【东方网财经经】

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	349,507	301,236	945,963	870,525
2	Profit/(loss) before tax	94,875	77,425	267,450	208,650
3	Profit/(loss) for the period	75,842	64,195	218,778	165,957
4	Profit/(loss) attributable to ordinary equity holders of the parent	75,842	64,195	218,778	165,957
5	Basic earnings/(loss) per share (Subunit)	22.85	19.39	65.90	50.14
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	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 ($$)	4.8690		7.4681

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火險推動‧倫平資本財測不變

2015-10-09 17:04      
（吉隆坡9日訊）倫平資本（LPI,8621,主板金融組）的9個月業績符合預期，雖然分析員認為未來成長將減速，但依然看好盈利可持續獲火險業務推動，維持財測不變。

今日收市，倫平資本上揚6仙，掛14令吉50仙。

MIDF研究認為，該公司表現符合預期，核心業績數據佔市場及該行全年預測的78%。

“即使不包括3千920萬令吉一次性股權脫售收益，9個月核心淨利依然按年增長11%至1億7千950萬令吉，主要是總承保獲益改善，按年增長9.9%，從1億4千580萬令吉走揚至1億6千零30萬令吉。”

MIDF研究指出，火險保單收益成長10%、索償率15.7%為業績表現強穩主因。

車險受77.7%高索償率影響

該公司9個月火險保單總獲益企於3億3千170萬令吉；海洋、航空及運送保險也貢獻該公司盈利，承保盈餘成長10%，索償率低於19.2%，不過車險方面則受77.7%高索償率影響。

“儘管火險將因即將實行的開放收費制度（Detariffication）影響而獲利收窄，預計未來，獲利豐厚的火險業務將持續成為該集團主要收入推動力。”

有鑑於此，MIDF研究維持2015及2016財政年財測不變。

不過，肯納格研究認為，9個月淨利增長32%是受淨保費收益成長6.5%及其他收入增長40.3%帶動。

其他收入表現強穩是受脫售大眾銀行（PBBANK,1295,主板金融組）股票取得3千340萬令吉收益、投資收入增長10.3%及傭金收入上升16.1%支撐。

“儘管淨傭金及索償比走低，但該公司的淨利漲幅卻受管理層高開銷比抑制，導致普險綜合損失率收窄1基點至69.4%。”

肯納格研究表示，經濟充滿挑戰將打擊保險領域未來成長。

大馬普險公會預測，2015年領域成長率料介於3至4%。

“鑑於9個月表現穩健，維持該公司財測不變，考量經濟環境不穩定，預計2016財政年淨保費獲利將成長3.8%，低於2015財政年的7.6%。”

雖然該公司已證明可在經濟環境挑戰期間表現穩健，但因預期未來成長將減速，肯納格研究下調倫平資本評級及目標價。



（ 星洲日報／財經‧報道：郭曉芳）

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伦平卖0.06%大众银行 赚130万当股息派发

财经新闻 财经  2015-12-30 11:04
（吉隆坡29日讯）伦平（LPI，8621，主板金融股）以4599万令吉，售出大众银行（PBBANK，1295，主板金融股）的0.06%股权，净赚130万令吉。

根据文告，伦平昨天在公开市场，以每股18.40令吉或总共4599万令吉，脱售了大众银行的250万股，相等于0.06%股权。

持股降至1.35%

交易完成后，伦平在大众银行的持股率，已降至5224万4504股，相等于1.35%股权。

这宗交易估计会带来3710万令吉的收入，促使截至本月底的每股净利，提高11.17仙。

同时，公司可从中取得130万令吉的净利，以及4599万令吉的净资产。

伦平在文告中指出，脱售这批股权的原因，是为了取得豁免税务的资本增值，以及支撑业务增长。

公司所取得的收入，会在明年首季当成股息派发给股东，其余款项会作为定期存款，以获得利息收入。【南洋网财经】

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	LPI CAPITAL BHD (LPI) - DISPOSAL OF 2,500,000 ORDINARY SHARES OF RM1.00 EACH IN PUBLIC BANK BERHAD (PBB)
The Board of LPI wishes to inform that LPI had on 28 December 2015 disposed of 2,500,000 ordinary shares of RM1.00 each in PBB (PBB Shares(s)), a public company listed on Main Market of Bursa Malaysia Securities Berhad (Bursa), representing 0.06% of the total issued and paid-up share capital of PBB (excluding a total of 20,644,304 PBB Shares bought-back by PBB and retained as treasury shares) via open market for a cash consideration of RM45.99 million or RM18.3958 per PBB Share (the Disposal). LPI’s shareholding in PBB after the Disposal is 52,244,504 PBB Shares, representing 1.35% of the total issued and paid-up capital in PBB (excluding a total of 20,644,304 PBB Shares bought-back by PBB and retained as treasury shares). The rationale of the Disposal is to realise tax-exempt capital gains and to support business growth. The sale proceeds will be used to pay cash dividend to LPI's shareholders in first quarter of 2016 and the balance will be placed into fixed deposit to generate interest income. The net profit attributable to the Disposal is RM1.30 million and net assets of the Disposal is RM45.99 million. The original cost of investment of LPI in PBB Shares is RM14.8 million since year 1999. The Disposal is expected to result in a gain of approximately RM37.10 million which translates to an increase in earnings per share of approximately 11.17 sen per share to the LPI’s Group for the financial year ending 31 December 2015. The Disposal does not have any effect on the share capital and substantial shareholders’ shareholdings of LPI. It is also not expected to have any effect on the net assets per share and gearing of LPI for the financial year ending 31 December 2015. None of the directors, major shareholders and/ or persons connected with the directors and major shareholders of LPI have any interest, direct or indirect, in the Disposal.    The Board of LPI, after having considered all aspects of the Disposal, is of the opinion that the Disposal is in the best interest of LPI. The highest percentage ratio applicable to the Disposal pursuant to paragraph 10.02(g) of Bursa MMLR is 2.8%, and the aggregate percentage ratio applicable to PBB Shares disposed from 30 April 2015, 26 May 2015, 28 May 2015 and 28 December 2015 is 5.6%. This announcement is dated 28 December 2015.

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倫平資本回饋股東‧料續售大眾銀行持股

2015-12-30 09:44      
（吉隆坡29日訊）倫平資本（LPI，8621，主板金融組）脫售大眾銀行（PBBANK，1295，主板金融組）部份股權，以取得資本增值，分析員不排除前者會持續脫售大眾銀行剩餘的股權以回饋股東。

Areca資本首席執行員黃德明向《星洲財經》表示，若倫平資本打算回饋股東，他不排除該公司會持續脫售剩餘的大眾銀行股權。

“倫平資本首次脫售大眾銀行可視為脫售的訊息，預期該公司會持續脫售剩餘的股權，並透過派息的方式，以回饋股東。”

黃德明補充，即使倫平資本打算持續脫售相關股權，惟並不會一次性全盤脫售，而胥視市場情緒而定。

目前，倫平資本共持有大眾銀行1.35%或5千224萬股。

根據倫平資本文告，該公司早前以約每股18令吉40仙，或總值4千599萬令吉於公開市場脫售大眾銀行，脫售上述股權的目地，主要是為了讓公司可以取得資本增值。

倫平資本補充，有關股權時在1999年時持有，成本價為1千480萬令吉。根據《彭博社》數據顯示，1999年，大眾銀行股價為1令吉17仙。

倫平資本在完成脫售計劃後，公司將用脫售所得來支付2016年首季股息，其餘則將放入定存。整個脫售計劃料讓倫平資本淨賺3千710萬令吉，有望提昇截至2015年12月31日止財政年每股盈利11.17仙。

丹斯里鄭鴻標是倫平資本及大眾銀行的大股東，分別持有44.19%及23.73%的股權。（星洲日報／財經‧報導：謝汪潮）


伦平 售大众银行维持派息
财经 股市 行家论股  2015-12-31 11:40
http://www.nanyang.com/node/741627?tid=462

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末季净利跌13%　伦平派息50仙

财经  2016年01月27日
（吉隆坡27日讯）伦平资本（LPI，8621，主板金融股）2015財政年末季（截至12月31日止）净利按年下跌12.68%，至1亿零221万令吉，上財政年同期为1亿1706万令吉；不过，其营业额则由2亿9917万令吉上扬13.19%，至3亿3862万令吉。

此外，该公司全年净利累计达3亿2099万令吉，上財政年同期为2亿8302万，按年上升13.42%；营业额则上升9.82%，至12亿8459万令吉，上財政年同期为11亿6969万令吉。

该公司亦宣佈派发50仙的第2次中期股息，除权及付息日期分別落在2月12日及24日。

伦平资本文告指出，其全年每股盈利按年提升11.24仙，至96.69仙，而凈股本回酬率则微升1.4%，至18.5%。

该公司股价今日上午一度上涨至15.90令吉，休市时回到15.80令吉，业绩中午出炉之后，股价午盘开市上扬至15.86令吉，惟过后转跌，最后以全天最低15.70令吉掛收，下跌10仙或0.63%。

该公司主席丹斯里郑鸿標说，「全球经济放缓，再加上大宗商品价格及令吉匯率走软，使得投资者情绪疲弱。而这对大马的普通保险领域造成不利影响，2015年首9个月的总保费收入仅微升2.3%，与2014年同期的成长5.1%相去甚远。」

保费收入翻倍成长

不过，伦平资本旗下的Lonpac保险公司却取得优异表现，保费收入上扬8.8%至去年12月31日的12亿5080万令吉，是去年同期3.9%的逾一倍成长。

而这项业务成长將其市佔率由2014年的6.2%，提升至2015年的6.8%。

「伦平资本去年末季营业额成长13.19%，然而，净利却下滑12.68%，主要是我们在证券市场的投资实现收益下滑所致。」

郑鸿標补充，虽然大马经济吉隆坡27日讯│伦平资本（LPI，8621，主板金融股）2015財政年末季（截至12月31日止）净利按年下跌12.68%，至1亿零221万令吉，上財政年同期为1亿1706万令吉；不过，其营业额则由2亿9917万令吉上扬13.19%，至3亿3862万令吉。

成长料將保持在4至5%水平，但在消费税以及通胀压力下，私人领域活动预计將保持疲弱。

「我们相信大马的保险领域在近期內仍將充满挑战。不过，我们对於Lonpac保险公司的財务状况抱有信心，并拥有稳健的商业计划以保持竞爭力。」【东方网财经】

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	338,623	299,168	1,284,586	1,169,693
2	Profit/(loss) before tax	125,616	133,299	393,066	341,949
3	Profit/(loss) for the period	102,211	117,059	320,989	283,016
4	Profit/(loss) attributable to ordinary equity holders of the parent	102,211	117,059	320,989	283,016
5	Basic earnings/(loss) per share (Subunit)	30.79	35.31	96.69	85.45
6	Proposed/Declared dividend per share (Subunit)	50.00	55.00	70.00	75.00
		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 ($$)	5.2370		7.4681

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EX-date	12 Feb 2016
Entitlement date	16 Feb 2016
Entitlement time	05:00 PM
Entitlement subject	Second interim dividend
Entitlement description	Second Interim Single Tier Dividend of 50.0 sen per ordinary share
Period of interest payment	to
Financial Year End	31 Dec 2015
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	Tricor Investor Services Sdn BhdUnit 32-01, Level 32, Tower A,Vertical Business Suite,Avenue 3, Bangsar South,No. 8, Jalan Kerinchi,59200 Kuala Lumpur, Malaysia.Tel No. : 03-2783 9299Fax No. : 03-2783 9222
Payment date	24 Feb 2016
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	16 Feb 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	0.5000
Par Value	Malaysian Ringgit (MYR) 1.000