Wednesday, November 23, 2011

20111123 1105 Malaysia Corporate Related News.

Ambang Sehati mulls higher stake in BRDB
Bandar Raya Developments (BRDB) said its majority shareholder Ambang Sehati SB is exploring the possibility of increasing its stake in the company via various means The proposal from Ambang Sehati, which holds an 18.85% stake in the company, may or may not result in a general offer, BRDB told the local exchange yesterday. (Malaysian Reserve)

Samalaju water treatment plant ready in 2013
Sarawak-based Hock Seng Lee’s (HSL) RM90.28m rural water treatment plant project in Samalaju is expected to be completed in the second quarter of 2013. Its group MD Datuk Paul Yu Chee Hoe said the project in Samalaju, one of the growth nodes in the Sarawak Corridor of Renewable Energy (SCORE), is currently underway. (Malaysian Reserve)

Hwang-DBS and AFG in possible merger exercise
The market is rife with talk that Hwang-DBS (Malaysia) and Alliance Financial Group (AFG) are looking at a merger exercise. A key player in the talks is said to be Singapore banking giant DBS Group Holdings. DBS Bank owns 28% of investment bank Hwang-DBS and it has been long rumoured that DBS might also secure a controlling stake in AFG by buying over Temasek Holdings’ indirect 29% stake in AFG. (StarBiz)

TdC gets nod to buy 3 firms
Time dotCom (TdC) has received the nod from its minority shareholders for the proposed acquisition of three companies for RM322m. Its CEO Afzal Abdul Rahim said the group could now pursue its plan to become a regional player with the Asia-Pacific market being its main focus. (StarBiz)

Firefly CEO calls it a day after nine years with MAS
Datuk Eddy Leong has called it a day at MAS. Sources said he submitted his resignation letter to the new management of the airline yesterday. Leong is believed to be negotiating on the date he could leave because there needed to be a transition period for the handover of duties. (StarBiz)

DRB-HICOM plans RM500m sukuk
DRB-Hicom is planning to sell RM500m of Islamic bonds to fund working capital and refinance debts, according to a note sent to investors. The syariah-compliant debt, or sukuk, which pay returns from assets that comply with the religion’s ban on interest, was part of an existing RM1.8bn medium-term programme, the note said. (StarBiz)

TSH aims to be major regional player
TSH Resources aims to become a regional plantation player in the next few years by expanding its planted hectarage specifically in Indonesia. TSH chairman Datuk Dr Kelvin Tan Aik Pen said the company is on a solid financial footing and well positioned for strong earnings growth in the future. TSH group MD Datuk Tan Aik Sim said the company has a large unplanted area of about 60% for expansion and plans to spend between RM100m and RM120m per year to expand its activities. (BT)


AirAsia 3Q net profit falls 53.5% to RM152.3m  AirAsia’s net profit for the 3Q2011 fell 53.5% to  RM152.3m from RM327.3m a year earlier, due  mainly to higher fuel expense and staff costs. The airline said that revenue for the quarter rose 9.9%  to RM1.08bn from RM979.7m in 2010. EPS for the quarter fell to 5.50sen from 11.90sen in 2010. For  the 9MFY2011, AirAsia’s net profit fell 42.9% to RM428.5m from RM750.3m in 2010, despite posting  an increase in revenue to RM3.2bn from RM2.78bn. (Financial Daily)

KNM posts net loss RM116.3m in 3Q  KNM Group posted net loss RM116.3m for 3Q2011 compared to net profit RM56.1m a year earlier,  due mainly to one off provision for foreseeable losses and credit impairments. Revenue for the  quarter rose 6.41% to RM445.2m from RM418.4m in 2010. Loss per share for the quarter was  11.88sen compared to EPS of 5.69sen a year earlier. There was no dividend declared or  recommended during quarter under review. However, KNM said it had adopted a dividend policy of  distributing at least 50% of its consolidated net attributable after tax profit (subject to the availability  of distributable reserves and compliance of financial covenants) with effect from FY2012. For the  9MFY2011, KNM posted net loss RM86.4m compared to net profit RM110.6m in 2010, while its  revenue grew 19% to RM1.4bn from RM1.17bn. (Financial Daily)

Petronas Chemicals posts net profit RM1.15bn, declares 8sen interim dividend  Petronas Chemicals posted net profit RM1.15bn  for the 1Q2012 on the back of revenue RM4.66bn,  due mainly to higher product prices and unrealised foreign exchange gains. EPS for the quarter was  14sen. The company declared an interim single tier dividend of 8sen per ordinary share or RM640m  for the FY2011, to be paid on Dec 22. For the 6MFY2011, PCG posted net profit RM1.89bn on the  back of revenue of RM7.98bn. (Financial Daily)

Better margins boost BDRB 3Q earnings to RM28.4m  Bandar Raya posted net profit of RM28.4m in the 3Q2011 from a net loss of RM745,000 a year ago  due to better property development gross margins. Other positive factors were higher rental income  and gain from disposal of the gourmet delicatessen and foodhall business in the property division. Its  revenue rose 11.5% to RM142.3m from RM127.6m while EPS were 5.80sen compared with loss per  share of 0.20sen. In the 9M period, its earnings fell 52.8% to RM49.8m from RM105.6m in the  previous corresponding period while revenue was up just 2% to RM478.4m from RM468.8m.  (Financial Daily)

Mudajaya 3Q net profit jumps 76% to RM63m on-year  Mudajaya’s net profit jumped 76% to RM63m from RM46.5m, aided by a currency translation gain of  RM19.4m compared with loss of RM14.9m a year ago. Revenue increased at the same pace, up  76.4% to RM337.2m from RM191.2m while EPS were 2.5sen compared with 1.50sen. For the  9MFY2011, its earnings showed an increase of  8.7% to RM164.5m from the RM151.4m in the  previous corresponding period. Revenue rose 43.3% to Rm916.4m from RM639.1m. (Financial Daily)

Bank Negara foreign reserves up US$22m to US$135bn  Bank Negara Malaysia international reserves rose US$22m to US$135bn (RM429.7bn) as at Nov 15  from US$134.78bn as at Oct 31. The central bank said the reserves position was sufficient to finance  9.9 months of retained imports and is 4.1x the short-term external debt. (Financial Daily)

Time Engineering’s 3Q earnings RM89m, boost from asset disposal  Time Engineering posted net profit of RM89.7m in the 3Q2011, up 709% from RM11.1m a year ago,  boosted by a gain of RM91.9m from the disposal of investment. Revenue slipped 2.9% to RM15.4m  from RM15.9m mainly due to reduction in the group’s system integration business. EPS were  11.57sen compared with 1.43sen. The lower revenue in the current year was mainly due to the  completion of the MAMPU project and supply of ICT Equipment for MIS implementation in Vietnam.  (Financial Daily)

PPB Group 3Q earnings fall 20.3% to RM229m, Wilmar weighs  PPB Group’s earnings fell 20.3% to RM229.4m in the 3Q2011 from RM288.0m a year mainly due to  lower contribution from its associate, Wilmar International Ltd. The lower Wilmar contribution had  weighed its earnings despite the better performance by the grains trading, flour and feed milling  division. PPB’s revenue rose 23.6% to RM710.3m from RM574.5m while EPS were 19.35sen from  24.29sen. It said earnings in the 9MFY2011 fell 55.4% to RM710.2m from RM1.73bn despite that  revenue rose 18.5% to RM1.97bn from RM1.66bn. (Financial Daily)

MMC unit’s RM300m debt raising plan for airport  MMC Corporation’s unit Senai Airport Terminal Services Sdn Bhd (SATSSB) has undertaken a  RM300m Islamic medium term notes programme, with most of the funds to be used for the Senai  Airport in Johor. MMC said SATSSB had established the debt note programme which would have a  tenure of 13 years from the date of first issuance. The first issuance of the debt notes was expected  to be made by end November. The proceeds from the issuance of the IMTN programme will be  utilised to finance, among others, the expenditure  in relation to the development of Sultan Ismail  International Airport, Johor Bahru (Senai Airport) and several contiguous pieces of freehold land  situated at the southern fringe of the Senai Airport. (Financial Daily)

Government yet to decide on 6% service tax for pre-paid phones  The government has yet to decide whether or not to cancel the 6% service tax on prepaid telephone  users as has been announced by telco, the Dewan Rakyat was told yesterday. Deputy Information  Communication and Culture Minister Datuk Joseph Salang said the tax was one of the major revenue  earners for the country. (Bernama)

KLCCP, Qatari JV to build 2 towers next to Petronas Twin Towers  KLCC Property and Qatari Investment Authority will undertake to build two towers to be built next to  the Petronas Twin Towers. The two blocks -- an office tower and a hotel -- will sit on a four-storey  podium retail block which will be integrated with the present four-storey retail mall, said Suria KLCC  Sdn Bhd. The development will be completed by 2015 and is expected to attract more local and  international visitors to the mall. (Financial Daily)

MAS to cut unprofitable routes, focus on Asia  MAS, which posted a 3Q loss, expects 4Q earnings to be weaker and said it will cut unprofitable  routes and focus on higher-yielding destinations in Asia. With the adoption of a leaner network,  management shall also be accelerating the return of ageing aircraft, and in so doing improve the fuel  efficiency of our fleet, the carrier said. (Bloomberg)

Malaysia may see more affluent travellers  China, India and South Africa have emerged as the top tourism source markets for affluent travellers  considering visiting Malaysia in the next two years, according to the Visa Global Travel Intentions  Survey 2011. In a statement today, Visa Inc said  according to the survey, 30% of the travellers  would be from China, 26 % from India and 8% from South Africa. The survey also revealed that the  travellers are most likely to engage in outdoor activities, go on a food tour to sample local cuisines  and take part in water sports. (Bernama)

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