【D&O 7204 交流专区】帝与鸿

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Mar 2015

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

1	Revenue	90,868	100,510	90,868	100,510
2	Profit/(loss) before tax	2,706	979	2,706	979
3	Profit/(loss) for the period	2,370	194	2,370	194
4	Profit/(loss) attributable to ordinary equity holders of the parent	496	-427	496	-427
5	Basic earnings/(loss) per share (Subunit)	0.05	-0.04	0.05	-0.04
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 ($$)	0.1427		0.1371

icy97

Date of change	01 Jul 2015
Name	DR GOH NAM SENG
Age	59
Nationality	Malaysia
Designation	Executive Director
Directorate	Executive
Type of change	Resignation
Reason	Due to other personal commitment
Details of any disagreement that he/she has with the Board of Directors	No
Whether there are any matters that need to be brought to the attention of shareholders	No
Qualifications	Bachelor of Medical from Taipei Medical University
Working experience and occupation	Dr Goh has practiced as a specialist in radiology in Taiwan for 22 years before joining D & O Green Technologies Berhad on 5 June 2006
Family relationship with any director and/or major shareholder of the listed issuer	Dr Goh is the brother of Mr Goh Nan Yang, a non-executive director and deemed substantial shareholder of D & O Green Technologies BerhadDr Goh is also the brother-in-law of Madam Lim Yam Chiew, a deemed substantial shareholder of D & O Green Technologies Berhad
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  - 4,000,000 sharesIndirect interest of  2,189,200 via his spouse pursuant to Section 134(12)(c) of the Companies Act, 1965

icy97

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	113,084	123,887	203,953	224,396
2	Profit/(loss) before tax	6,136	2,096	8,842	3,075
3	Profit/(loss) for the period	5,825	1,512	8,195	1,706
4	Profit/(loss) attributable to ordinary equity holders of the parent	4,015	286	4,511	-140
5	Basic earnings/(loss) per share (Subunit)	0.41	0.02	0.46	-0.01
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 ($$)	0.1482		0.1371

icy97

帝与鸿6485万 售子公司10%予台企

财经新闻 财经  2015-09-29 11:16
（吉隆坡28日讯）台湾晶元光电（Epistar）以6484万5000令吉，认购帝与鸿（D&O,7204，主板科技股）子公司Dominant光电科技私人有限公司（DOT）新股，或占扩大后缴足资本的10%比重。

根据文告，帝与鸿今日和晶元光电签署有条件股权买卖协议，脱售持股68.71%子公司的共1100万新股。

帝与鸿指出，通过认购股票，可以和晶元光电达成策略合作，因后者拥有制造LED产品的专业知识和应用技术，以及在全球有广阔的销售网络。

一旦完成后，晶元光电将持有DOT的10%股权和崛起成为大股东，可在未来参与扶持DOT的成长。

另外，该项活动可为DOT筹集更多的资金，以作为营运资金，预计该项认股活动在11月中完成。【南洋网财经】

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	PROPOSED SUBSCRIPTION OF 11,000,000 NEW ORDINARY SHARES OF RM1.00 EACH IN DOMINANT OPTO TECHNOLOGIES SDN BHD ("DOT"), A 68.71%-OWNED SUBSIDIARY OF D & O GREEN TECHNOLOGIES BERHAD ("D&O") BY EPISTAR CORPORATION ("EPISTAR") ("PROPOSED SUBSCRIPTION")
On behalf of the Board of Directors of D&O, Maybank Investment Bank Berhad wishes to announce that D&O, together with DOT had on 28 September 2015 entered into a conditional share subscription agreement with Epistar for the Proposed Subscription. Please refer to the attachment for further details.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4878189

Attachments Announcement (Signing of SSA).pdf

icy97

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	(I)        PROPOSED SUBSCRIPTION OF 11,000,000 NEW ORDINARY SHARES OF RM1.00 EACH IN DOMINANT OPTO TECHNOLOGIES SDN BHD ("DOT") ("SUBSCRIPTION SHARES"), A 68.71%-OWNED SUBSIDIARY OF D&O BY EPISTAR CORPORATION ("EPISTAR") ("PROPOSED SUBSCRIPTION"); AND(II)        PROPOSED POTENTIAL BUY BACK OF THE SUBSCRIPTION SHARES BY D&O FROM EPISTAR FOR A SUM EQUIVALENT TO THE SUBSCRIPTION CONSIDERATION TO BE RECEIVED BY DOT FOR THE PROPOSED SUBSCRIPTION PURSUANT TO THE TERMS AND CONDITIONS OF THE SIDE LETTER AGREEMENT
On behalf of the Board of Directors of D&O, Maybank Investment Bank Berhad wishes to announce that D&O had on 2 October 2015 entered into a side letter agreement with Epistar for the Proposed Subscription. Please refer to the attachment for further details.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4883293

Attachments Announcement - Side Letter Agreement.pdf

icy97

與台策略夥伴資源共享‧D&O綠科加強產品素質

2015-10-31 11:07      
（吉隆坡30日訊）D&O綠科（D&O,7204,主板科技組）引進台灣公司晶元光電（Epistar）成為策略夥伴後，將會穩定晶粒來源，強化主要客戶信心。同時，公司將在專利和智慧產權上與該夥伴進行資源共享。

專利和智慧產權資源共享

今日股東特大後，D&O綠科董事經理兼首席執行員鄭慶漳表示，該公司引進晶元光電作為子公司主要股東後，原料來源將會十分穩固，同時兩間公司在產品專利上也會互相合作，進一步加強產品的素質。

晶元光電早前以6千484萬5千令吉現金，收購D&O綠科旗下Dominant Opto約10%股權。

鄭慶漳也表示，公司目前的業務表現十分良好，相信公司業務會持續成長。他說有研究報告指出，到了2020年發光二極體（LED）作為汽車燈的市佔率將會從目前的6%增加至20%之多，這對該公司前景很有利。

由於應用在汽車的發光二極體2至3年就會過時，因此公司每年會撥出相等於3.5%的營業額的款項作為研發用途。這是為了保障公司可以推出新產品，持續地推動業務成長。

目前該公司每年生產25億個LED產品，其中約60%應用在汽車製造領域上，另外40%是大型照明以及其他領域。他強調，許多知名的汽車品牌都使用該公司的生產的產品。

馬幣走弱
外匯收益有斬獲

詢及近期馬幣走疲對該公司有何影響。鄭慶漳表示，由於公司主要客戶都是來自國外，因此在馬幣走弱的情況下，該公司在外匯收益上有所斬獲，唯具體獲利數字不方便透露。（星洲日報／財經）

icy97

icy97 发表于 28-9-2015 10:46 PM
帝与鸿6485万 售子公司10%予台企

财经新闻 财经  2015-09-29 11:16

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	D & O GREEN TECHNOLOGIES BERHAD ("D&O" OR "COMPANY")(I)        SUBSCRIPTION;(II)        BUY BACK; AND(III)        SHAREHOLDERS' MANDATE.((I), (II) and (III) COLLECTIVELY KNOWN AS "CORPORATE EXERCISES")
The terms used herein shall, unless the context otherwise states, bear the same meaning as those defined in the Circular to shareholders of D&O in relation to the Corporate Exercises dated 16 October 2015. Reference is made to the Company’s announcements dated 28 September 2015, 2 October 2015 and 30 October 2015 in relation to the Corporate Exercises. On behalf of the Board, Maybank IB wishes to announce that DOT has today received in full the cash subscription amount of USD15.777 million or equivalent to RM64.845 million pursuant to the Subscription from Epistar. In addition, the Conditions stipulated in the SSA have been fully satisfied by the Company and DOT. In this regard, the Corporate Exercises have been completed. This announcement is dated 9 November 2015.

icy97

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	122,195	105,952	326,148	330,348
2	Profit/(loss) before tax	6,189	680	15,034	3,755
3	Profit/(loss) for the period	5,696	472	13,894	2,178
4	Profit/(loss) attributable to ordinary equity holders of the parent	3,654	708	8,168	567
5	Basic earnings/(loss) per share (Subunit)	0.37	0.07	0.84	0.06
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 ($$)	0.1523		0.1371

icy97

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	106,961	90,976	433,109	425,711
2	Profit/(loss) before tax	4,081	1,466	19,115	5,298
3	Profit/(loss) for the period	3,666	1,462	17,560	3,716
4	Profit/(loss) attributable to ordinary equity holders of the parent	2,057	132	10,225	733
5	Basic earnings/(loss) per share (Subunit)	0.21	0.01	1.04	0.08
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 ($$)	0.1877		0.1371

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Mar 2016

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Mar 2016	31 Mar 2015	31 Mar 2016	31 Mar 2015
		$$'000	$$'000	$$'000	$$'000

1	Revenue	97,533	90,868	97,533	90,868
2	Profit/(loss) before tax	3,806	2,706	3,806	2,706
3	Profit/(loss) for the period	3,512	2,370	3,512	2,370
4	Profit/(loss) attributable to ordinary equity holders of the parent	1,677	496	1,677	496
5	Basic earnings/(loss) per share (Subunit)	0.17	0.05	0.17	0.05
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 ($$)	0.1869		0.1877

icy97

帝与鸿偕香港公司
合资扩展LED业务

2016年7月22日
（吉隆坡21日讯）帝与鸿（D&O，7204，主板科技股）与香港一家热能管理解决方案公司合作，以拓展发光二极管（LED）模块和散热基板产品与服务。

根据文告，帝与鸿子公司Dominant光电科技私人有限公司（DOT）与香港Rayben Innovation有限公司，签署联营协议。

双方在中国珠海设立DRE科技有限公司，负责设计、生产及销售车用的LED模块和散热基板。

DOT持有联营公司51%股权，Rayben Innovation则持有49%。

开启新财源

帝与鸿在联营公司的投资成本为约51万人民币（约30万6000令吉），并通过内部筹措资金。

Rayben Innovation专业于LED热能管理解决方案的研究、设计与实验发展，而D&O则从事管理服务。

帝与鸿相信，这项联营活动将允许公司为汽车业客户提供更广泛的个性化和增值产品，从而强化公司与客户之间的关系，并开启新收入来源。【e南洋】

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	D & O GREEN TECHNOLOGIES BERHAD - PROPOSED JOINT VENTURE BETWEEN DOMINANT OPTO TECHNOLOGIES SDN BHD AND RAYBEN INNOVATION LIMITED
1.         INTRODUCTION The Board of Directors of D & O Green Technologies Berhad (“D&O” or “the Company”) are pleased to announce that Dominant Opto Technologies Sdn Bhd (“Dominant”), a 61.84% owned subsidiary of D&O, has on 19 July 2016 entered into a joint venture agreement with Rayben Innovation Limited, (“Rayben”) (collectively known as the “Parties”) to set up a private limited company in Zhuhai, Hengqin New Area in the Peoples’ Republic of China (“PRC”) (hereinafter referred to as “the Proposed Joint Venture”). 2.         DETAILS OF THE PROPOSED JOINT VENTURE The salient terms of the joint venture agreement (“Agreement”) are as follows: (i)         The Parties shall incorporate a new company bearing the proposed name of “DRE Technologies Co., Ltd (“DRE”) or such other name as may be approved by the relevant regulatory authority in the PRC. (ii)        DRE shall principally be involved in the in design, production and sales of automotive LED modules and thermal substrates in accordance to the specifications as required by Dominant. (iii)       DRE shall have a registered capital of RMB1,000,000 (iv)       Dominant and Rayben respectively shall subscribe for 51% and 49% of the registered capital of DRE. (v)        DRE shall have 5 directors.  Dominant shall nominate 3 directors.  Rayben shall nominate 2 directors for DRE. 3.         INFORMATION ON RAYBEN Rayben was incorporated in Hong Kong on 2015 as a limited liability company.  The principal nature of Rayben group is primarily involved in research, design, experimentation and development of a full range of thermal management solutions for LED. Rayben Group principal place of business is located at Shenzhen and Hong Kong. 4.         RATIONALE FOR THE PROPOSED JOINT VENTURE Rayben is a leading innovator in thermal PCB solutions for LED lighting that support and enable the ever-expanding spectrum of chip technologies, user applications, and performance expectations. With the Proposed Joint Venture, Dominant will be able to provide a wider range of customized and value added products and services to our automotive customers. This in turn is expected to strengthen Dominant’s relationship with its customers and generate new revenue stream for the group. 5.         PROSPECTS OF DRE Dominant’s LEDs continued to gain wider acceptance by global automotive customers in terms of service standards, product quality, reliability and price. The proposed joint venture is expected to increase customer penetration by offering customized value added services and products that meet customers’ ever changing demands. 6.         SOURCE OF FUNDS The proposed investment is RMB510,000 equivalent to approximately RM306,000, which will be funded by internally generated funds. 7.         RISK FACTORS General Business Risks DRE’s revenue and operating results are exposed to general business risk as well as certain risk inherent in the semiconductor industry. These may include, amongst others, intensity of competition, changes in technology and changes in general economic, business and credit conditions. Investment risks There can be no assurance that the anticipated benefits of the Investment will be realized, or DRE will be able to generate sufficient revenue in future to offset the investment cost incurred by Dominant 8.         EFFECTS OF THE PROPOSED JOINT VENTURE (i)         Share Capital and Substantial Shareholdings The Proposed Joint Venture will have no effect on the issued and paid-up share capital of D&O or the shareholdings of D&O’s substantial shareholders. (ii)        Earnings, Net Assets and Gearing The Proposed Joint Venture is not expected to have any material effect on the earnings, net assets and gearing of D&O Group for the financial year ending 31 December 2016, but it is expected to contribute to the future earnings of the D&O Group. 9.         INTERESTS OF THE DIRECTORS, MAJOR SHAREHOLDERS AND/ OR PERSONS CONNECTED TO THEM None of the Directors and/or major shareholders of D&O and/or any persons connected to them have any interest, direct or indirect, in the Joint Venture. 10.       DIRECTORS’ STATEMENT Having considered all aspects of the Joint Venture, the Board of D&O is of the opinion that the Proposed Joint Venture is in the best interest of D&O. 11.       APPROVAL REQUIRED The Proposed Joint Venture does not require approval from the shareholders of D&O or regulatory authorities but it is subject to approval of the relevant authorities in the PRC. 12.       ESTIMATED TIME FRAME FOR COMPLETION The Board expects DRE to be incorporated by the end of 2016. Announcement dated 19th day of July 2016

icy97

车用LED商机大‧D&O绿科钱景看俏

车用发光二极管（LED），你不可不知的新篮海。

配合绿色改革，更环保的LED灯管近年迅速崛起，逐渐取代原有光源，被广泛应用于各层面，这趋势替LED制造商带来巨大商机。

在LED发展进程中，灯源需求庞大的汽车业是焦点所在，亦是发展潜能最充沛的领域之一，原因是外用LED渗透率仍低、且预计会在未来几年迅速成长。

看上述引言，就知道本期《股海捞月》要分享的公司与LED有关。没错，这家公司正是苦尽甘来、卯足全力开发车用LED商机中的D&O绿科（D&O，7204，主板科技组）。

2004年在马股第二交易板上市、但两年后顺利转主板的D&O绿科，核心业务原本是为半导体业者提供合约制造服务，但考量长期经营不易，管理层后来决定淘汰该业务，转攻潜能更庞大的LED市场。

起初，D&O绿科在LED市场主攻车用和消费类LED，惟因消费类LED产品竞争过于激烈，该公司近年决定集中火力猛攻发展潜能更佳的车用LED市场。

车用LED占总营收79%

几经努力，车用LED如今已是D&O绿科的最主要营业额来源，截至2016年首季占总营业额79%，其余营业额则由消费类LED贡献。

转型成LED专家过程中，D&O绿科持股61.84%的子公司——统明亮光电科技公司（Dominant Opto，下称统明亮），扮演了最关键角色。

成立于2000年的统明亮是家专精于LED科技的公司，也是全球主要LED供应商之一，D&O绿科是在2005年透过转换优先股，崛起成统明亮最大股东，然后在2008年进一步增加持股，让统明亮成为其子公司。

从合约制造服务转型成全方位LED供应商，D&O绿科苦耕多年后，转型成果终于在近几年显现；资料显示，在完全转型为LED供应商后，D&O绿科业绩在2011至2015年期间明显改善。

营收4年劲扬154%

在2011年，D&O绿科营业额只有1亿7067万令吉，但经连续4年成长后，营业额在2015年攀升至4亿3311万令吉，4年里劲扬154%。此外，2015年净利报1756万令吉，对比2011年的324万5000令吉净亏损也明显好转。

更重要的是，D&O绿科的业绩好景仍在继续。在2016年首季，D&O绿科营业额按年成长7%至9753万令吉，净利则报167万7000令吉，按年涨238%，若非马币转强带来187万令吉外汇亏损，首季业绩将更强劲。就现有资料分析，车用LED业务显然已成为D&O绿科业绩的信心保证。

统计过去3年数据，D&O绿科旗下车用LED业务营业额从2012年的1亿2180万令吉，大幅增至2015年的2亿7620万令吉，年均复合成长率（CAGR）高达惊人的31.38%。

今年首季，车用LED业务营业额成长率仍高达23%，显示车用LED业务的高成长趋势仍在持续中。

新篮海：外用LED

当今商界红海一片，车用LED强势崛起固然值得期待，能否久持却也是问号；但据《股海捞月》观察，车用LED除商机巨大，更会是个中长期趋势，相信这是D&O绿科积极抢攻的原因。

车用LED市场可分为内用和外用两种；内用是指应用于车内照明的一切光源，外用则是供照明、发讯号等的光源，包含大灯、小灯、远光灯、车尾灯、讯号灯等。

目前最惹人注目的，即被视为新篮海的外用LED市场。

研究机构LED inside在最新研究报告中估计，2016年全球汽车业的外用LED市场规模预计达15亿7000万美元（近64亿令吉），且未来4年预计可取得6%年均复合成长率。

LED之所以成为新趋势，原因是其节能、耐用和环保特点，符合当代绿色改革趋势，自然成为节能车不二选择。另外，LED灯时髦美观的造型也让其深获中高级汽车的青睐，渗透率节节攀升。

研究机构估计，LED车头灯的渗透率在2015年只有区区5至6%，但估计会在在2020年时大增至15到20%之间，成长潜能可见一斑。而且，由于LED是取代传统灯源的存在，对汽车销量放缓的免疫力相对高，只要传统灯源持续被转换至LED灯源，业者中短期内都无须为成长动力发愁。

业务涵盖亚洲欧美

更重要的是，汽车业外用LED的科技门槛相对高，让那些提前入市的LED业者享有一定优势，D&O绿科就是其中之一，除成功占有一席地，还在去年引进台湾LED巨擘晶元光电（Epistar）成为旗下统明亮的策略伙伴，巩固领域地位。

现有布局来看，只要全球车用LED市场持续成长，业务涵盖亚洲和欧美的D&O绿科料会是受惠者之一，这是我们认为该公司未来值得注意的关键点。

股价回调更诱人

晶元光电去年10月宣布入股统明亮后，D&O绿科股价便应声走高，同年11月最高曾上探43仙，惟因后来再无重大消息问世，加上上半年市况低迷，股价陷入回调。截至上周五，D&O绿科今年至今已跌19.2%。

不过，以大众研究对该公司的分析作准，股价回调后的D&O绿科反而显得加倍诱人，其基本面仍在进步中。

盈利料成长40%

大众研究在1月杪发布的分析报告中说，在产能扩张和美元走强带动下，D&O绿科未来两年料可取得30至40%盈利成长，其持有61.84%股权的统明亮更是价值不菲。

“晶元光电是耗6500万令吉认购统明亮10%股权；由此推算，统明亮的价值达6亿5千万令吉，单是D&O绿科持有的统明亮股权，价值就高达每股39仙，甚至比D&O绿科本身的股价还要高。”

手握1200万净现金

另外，D&O绿科也持有约1200万令吉净现金在手，营运现金流也不俗，财政极稳健。

大众以综合估值（SOP）模式，算出D&O绿科的合理价为47仙；对比截至上周五的29.5仙闭市价，上升空间为59%，风险回酬比较今年初改善不少。

《股海捞月》发现，马股2家涉足LED相关业务的公司——MMS创投（MMSV,0113,创业板科技组）和捷铵科技（JHM,0127,创业板科技组），股价都在近期大涨。前者在7月期间谷底反弹25%，后者则在过去两个月翻涨一倍。

同行凯歌频传，作为马股最大LED生产商的D&O绿科，春天还远吗？或许，答案可在本月公布的第二季业绩中找到。

D&O绿科最新档案
上周五股价：29.5仙
每股净资产：18.69仙
总资产：4亿2028万令吉
现金：6276万令吉
总负债：1亿5112万令吉
贷款：5064万令吉
股本：9亿8805万股（面值10仙）
大股东：吴氏家族（43.8%）

声明：股海捞月和股海组合提供的资料只供参考，志在助投资者认识一些不获证券行重视的小型股和追踪相关股后续表现，不是买卖建议。任何投资决定，还请先征询专业股票经纪的意见，盈亏自负。

文章来源：
星洲日报‧投资致富‧股海捞月‧文：李三宇‧2016.07.31

哭哭鸟

个股分享D&O (7204)

今天的星洲投资致富报道了这个股。目标价就不说了。

图片1：来看看过往季报，好像有趋势，有可能下个季度会是强劲的季度吗？又来博QR？

报道说D&O买很多车用LED，那倒是，市面上有哪些rear lamp不用LED灯的车呢？看看bezza的rear lamp spec,哦？LED的哦！Perodua会是D&O的顾客吗？

图片2 ：近来越来越多CKD的外国车商，Honda <-- 市占率直逼Toyota，又要多launch两款CKD的车了吗？Mercedez <--市占率超越了BMW的 GLC即将在local组装？
虽然不知道D&O的顾客是不是这些外国还是国产车商，但是LED越来越普及化倒是真的。

哭哭鸟

不知道大家有没有发现越来越多新的车款开始改为使用LED车灯，这又和大马股市有何关系？
Author: Life1nvest   |   Publish date: Tue, 16 Aug 2016, 12:10 PM
http://klse.i3investor.com/blogs/Life1nvest/102249.jsp

哭哭鸟

D&O 2016年第二季度业绩，业绩回升，税后盈利突破单季度历史新高！
2016年8月29日星期一
http://life1nvest.blogspot.my/2016/08/d-2016.html

今天2016年8月29日，市场收市后D&O发布了2016年第二季度业绩报告
               
               
               
根据文告
与去年同期对比
1.虽然营业额稍微下降但是Gross Profit依然增长20%,是因为Gross margin上升20%从普通LED产品转攻至较高赚幅的汽车LED产品加上马币从返贬值利于出口业务。
               
2.Operating profit 也增长17%。
               
3.Finance cost下降是因为贷款减少,使资产负债表更健康。
               
4.Profit after Tax 增长4%，增幅减少因为TAX增加。
               
与去年上半年对比

1.Gross profit增长21%，是因为Gross margin上升从普通LED产品转攻至较高赚幅的汽车LED产品。

               
2. Profit after Tax增长16%，是因为减持了一个之前营运不佳的联号公司,去除了此联号公司地位，如文告指出：Tongfang Optoelectronic (HK) Limited ceased to be an associate after the Group reduced its interest to below 20% in June 2015.
               
总结
1.D&O明显地从普通LED产品转攻至较高赚幅的汽车LED产品，把汽车LED产品对公司的贡献从去年同期的56%提高至今高达84%，其余%是赚幅较低的普通LED产品。
               
               
2.D&O这个季度的profit before tax和after Tax已经一同突破单季度历史新高,但是EPS没跟上是因为如下图：

我们可以看到Non-controlling interests明显抢去更多部分的盈利了，这是因为2015年9月-D&O绿科（D&O,7204,主板科技组）引进台湾公司晶元光电（Epistar）成为策略伙伴，晶元光电早前以6千484万5千令吉现金，收购D&O绿科旗下Dominant Opto约10%股权。由于这是策略伙伴的关系，是利于D&O未来的发展所以无需担心，相信这策略伙伴关系能使D&O的盈利能力再创高峰，届时分享一小部分利润给台湾公司晶元光电（Epistar）也算是合情合理的。

  

               
3.  与去年上半年对比Profit after Tax增长16%,这佳绩为2016财政年度的上半年取得一个很好的开头，文告指出预计汽车LED销售保持稳定增长，管理层乐观看待2016财政年度的下半年，因为汽车LED的订单保持增长所以认为这个盈利增长趋势能继续保持下去，继续专注从普通LED产品转攻至较高赚幅的汽车LED产品。
               
板块总结
最后,对于这些半导体出口板块，马币兑美金的贬值趋势也利于出口业务的赚副，在美国进入升息周期之下，笔者认为马币只有横摆或贬值的走势而已，无疑地惠及于出口股板块。
               
整体来看,有人说LED削价战不利于LED行业，可是在笔者来看正因为LED的削价战才能降低LED的成本，使LED的运用在汽车上才能普遍化以及替代传统车灯，LED进入低成本时代加上节能效率高，还有不使用LED的理由吗？看来汽车LED的趋势是属于势不可挡的。   

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30 Jun 2016

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Jun 2016	30 Jun 2015	30 Jun 2016	30 Jun 2015
		$$'000	$$'000	$$'000	$$'000

1	Revenue	100,839	113,084	198,373	203,953
2	Profit/(loss) before tax	6,677	6,136	10,483	8,842
3	Profit/(loss) for the period	6,068	5,825	9,580	8,195
4	Profit/(loss) attributable to ordinary equity holders of the parent	3,277	4,015	4,954	4,511
5	Basic earnings/(loss) per share (Subunit)	0.33	0.41	0.50	0.46
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 ($$)	0.1881		0.1877

哭哭鸟

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	103,085	122,195	301,458	326,148
2	Profit/(loss) before tax	6,921	6,189	17,404	15,034
3	Profit/(loss) for the period	4,238	5,696	13,818	13,894
4	Profit/(loss) attributable to ordinary equity holders of the parent	2,520	3,654	7,474	8,168
5	Basic earnings/(loss) per share (Subunit)	0.26	0.37	0.76	0.84
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 ($$)	0.1912		0.1877

icy97

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	128,642	106,961	430,100	433,109
2	Profit/(loss) before tax	12,583	4,081	29,988	18,971
3	Profit/(loss) for the period	7,576	3,666	21,395	17,560
4	Profit/(loss) attributable to ordinary equity holders of the parent	3,934	2,057	11,409	10,225
5	Basic earnings/(loss) per share (Subunit)	0.40	0.21	1.15	1.04
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 ($$)	0.1995		0.1877

Tony-Pua

股价激增遭质询
帝与鸿成并购目标
2017年3月10日
http://www.enanyang.my/news/20170310/股价激增遭质询br-帝与鸿成并购目标/

（吉隆坡9日讯）因近期股价激增遭马交所发出不寻常市场交易（UMA）质询的帝与鸿（D&O，7204，主板科技股）指出，接获数单位表示有兴趣与该公司整合。

该股自上周五（3日）开始攀升，短短6个交易日，共劲升15仙或37.5%。

今日，该股还一度冲上58仙，创下2010年5月以来新高水平。但之后略收窄涨幅，闭市报55仙，全日上扬1仙或1.85%，成交量达1771万股。

该公司傍晚回应马交所质询时指出，并未发现任何未宣布的企业动向会推高股价。

“不过，值得注意，全球半导体领域正整合，因此数个单位接洽公司，表示有兴趣进行整合相关活动。”

该公司说，对于参与半导体领域重组活动的机会，一直都抱着开放态度。

然而，该公司补充，目前仅处于初步洽谈阶段，还不能确定是否会签约。

此外，帝与鸿相信，2月22日公布截至去年低末季业绩后，激励了投资者购兴。

该公司宣布，基于改变业务发展焦点，从竞争激烈和波动的消费者电子与灯具市场，转向汽车领域，带动销售和盈利，进而推动业绩表现。

帝与鸿补充：“业务发展焦点改变，加上全球汽车领域迅速发展，可视为股价走高的原因。”

同时，公司指出，大众投行发布的分析报告，也有助提振投资者购兴。

icy97

D&O GREEN TECHNOLOGIES BERHAD

EX-date	12 Jul 2017
Entitlement date	14 Jul 2017
Entitlement time	05:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Interim Single Tier Dividend of 0.5 sen per ordinary share
Period of interest payment	to
Financial Year End	31 Dec 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	TRICOR INVESTOR & ISSUING HOUSE SERVICES SDN BHDUnit 32-01, Level 32, Tower A,Vertical Business Suite, Avenue 3, Bangsar South,No. 8, Jalan Kerinchi59200Kuala LumpurTel:0327839299Fax:0327839222
Payment date	28 Jul 2017
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	14 Jul 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)