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【KNM 7164 交流专区2】科恩马

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发表于 31-3-2016 11:02 PM | 显示全部楼层

我从中国来马来西亚24年了,因为投资了中国文具和KNM,现在雷同:一个北京人,1984年为了圆出国梦,卖了鼓楼大街一个四合院的房子,凑了30万,背井离乡到意大利淘金…风餐雨宿,大雨送外卖,夜半学外语,在贫民区被抢7次被打3次…辛苦节俭,如今已两鬓苍苍,30年了,终于攒下100万欧元(人民币768万)打算回国养老享受荣华!一回北京,发现当年卖掉的四合院现中介挂牌8000万,刹那间崩溃了……

启示:或许,人一生多半是瞎忙…有些时候,选择比努力更重要!
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发表于 13-4-2016 04:09 PM | 显示全部楼层
本帖最后由 icy97 于 13-4-2016 07:38 PM 编辑

手握28億合約‧科恩馬估值上調

2016-04-13 17:11      
(吉隆坡13日訊)科恩馬集團(KNM,7164,主板工業產品組)旗下國內外業務進展良好,目前手握28億令吉工程合約,足以忙碌3年光景,分析員給予該股比市場平均更高的估值。

肯納格研究指出,最近科恩馬集團為其英國彼得波拉夫計劃取得3千萬歐元融資,其利率具吸引力,即1.45%加歐洲銀行間利率,比較大馬可取得的融資利率則為6至7%之間。

該行指出,目前該公司正為上述計劃在當地爭取第二項融資,即達到3千500萬英鎊,年利率較高至約6%。預料使其廢料轉變能源工廠建設將在2016年下半年全力啟動,預料在2017年第三季完成。

該公司管理層表示,廢料轉變能源工廠第一階段產能17.6兆瓦,料每年帶來4千萬令吉淨利,而費時7年全面落實的80兆瓦能源,到時每年將作出1億6千萬令吉淨利。

該行指出,該公司持有72%股權的泰國生物乙醇計劃,料在2016年第二季進入商業營運。一旦落實,預料每年盈利可達1千500萬令吉,也使該公司邁向設立重复收入的商業模式。

該公司在2015年下半年取得逾12億令吉的工程合約,料使它今年的盈利將有增無減。預料它於今年下半年將在柔佛新山的國油石油提煉及石化綜合中心(RAPID)計劃取得更多工程合約,以支持其2017年財政年的盈利表現。

放眼每季攫5億新合約

目前該公司手握28億令吉的工程合約,可持續忙碌3年光景,而公司管理層依然放眼每季爭取5億令吉新工程合約。

該行指出,雖然RAPID工程有點放緩,不過,該公司覬覦總值160億美元的Al-Zour煉油廠計劃,後者由科威特國家石油公司所主導,使其產油量每日增加61萬5千桶。該公司在今年初取得2千500萬美元工程合約,預料有望攫取更多合約。

肯納格研究指出,該行對科恩馬集團給予“短線買進”評級,合理目標價為57仙,或等於2017年財政年預測本益比11倍,或比該行中小型油氣股平均本益比8至9倍較高水平。(星洲日報/財經‧報導:李文龍)


科恩马 RAPID合约撑盈利
财经 股市 行家论股  2016-04-13 11:31
http://www.nanyang.com/node/756891?tid=462
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发表于 1-5-2016 03:43 AM | 显示全部楼层
Notice of Person Ceasing (29C)
KNM GROUP BERHAD
Particulars of Substantial Securities Holder
Name
EMPLOYEES PROVIDENT FUND BOARD
Address
TINGKAT 19, BANGUNAN KWSP, JALAN RAJA LAUT
KUALA LUMPUR
50350 Wilayah Persekutuan
Malaysia.
Company No.
EPF ACT 1991
Nationality/Country of incorporation
Malaysia
Descriptions (Class & nominal value)
Ordinary share of RM0.50 each
Date of cessation
26 Apr 2016
Name & address of registered holder
1)   CITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FD BD (AMUNDI) 2)   CITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FD BD (AFFIN-HWG) 3)   CITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FD BD (RHB INV) 4)   CITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FD BD (NOMURA) 5)   CITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FD BD (PHEIM) 6)   CITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FD BD (TEMPLETON)7)   CITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FD BD (FRANKLIN TEMPLETON ISLAMIC)Level 42, Menara Citibank, 165 Jalan Ampang, 50450 Kuala Lumpur
Currency
Malaysian Ringgit (MYR)
No of securities disposed
10,000,000
Price Transacted ($$)

Circumstances by reason of which Securities Holder has interest
Disposal of shares by EPF's portfolio manager
Nature of interest
Direct
Date of notice
27 Apr 2016

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发表于 7-5-2016 10:33 PM | 显示全部楼层
上到50仙后又可以放。下到40多仙又进回,玩家玩了几次了
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发表于 8-5-2016 11:47 PM | 显示全部楼层
yilingchai 发表于 7-5-2016 10:33 PM
上到50仙后又可以放。下到40多仙又进回,玩家玩了几次了

你是那玩家?
有进到吗?
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发表于 9-5-2016 10:08 PM | 显示全部楼层
kkgan 发表于 8-5-2016 11:47 PM
你是那玩家?
有进到吗?

我是撒户啦,进进出出,赚少少钱买衣服高跟鞋穿吧了,
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发表于 11-5-2016 01:19 AM | 显示全部楼层
Notice of Interest Sub. S-hldr (29A)
KNM GROUP BERHAD
Particulars of Substantial Securities Holder
Name
EMPLOYEES PROVIDENT FUND BOARD
Address
Tingkat 19, Bangunan KWSP, Jalan Raja Laut
Kuala Lumpur
50350 Wilayah Persekutuan
Malaysia.
Company No.
EPF ACT 1991
Nationality/Country of incorporation
Malaysia
Descriptions (Class & nominal value)
Ordinary share of RM0.50 each
Name & address of registered holder
1)   CITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FD BD (AFFIN-HWG) 2)   CITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FD BD (RHB INV) 3)   CITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FD BD (NOMURA) 4)   CITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FD BD (PHEIM) 5)   CITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FD BD (TEMPLETON)6)   CITIGROUP NOMINEES (TEMPATAN) SDN BHD for EMPLOYEES PROVIDENT FD BD (FRANKLIN TEMPLETON ISLAMIC)Level 42, Menara Citibank, 165 Jalan Ampang, 50450 Kuala Lumpur
Date interest acquired & no of securities acquired
Currency
Malaysian Ringgit (MYR)
Date interest acquired
05 May 2016
No of securities
4,675,500
Circumstances by reason of which Securities Holder has interest
Acquisition of shares by EPF's portfolio manager
Nature of interest
Direct
Price Transacted ($$)


Total no of securities after change
Direct (units)
110,877,320
Direct (%)
5.2
Indirect/deemed interest (units)
0
Indirect/deemed interest (%)
0
Date of notice
06 May 2016

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发表于 14-5-2016 01:46 AM | 显示全部楼层
本帖最后由 icy97 于 14-5-2016 03:06 AM 编辑

科恩马子公司包揽9330万令吉造船合约
By Meena Lakshana  / theedgemarkets.com   | May 13, 2016 : 7:04 PM MYT

(吉隆坡13日讯)科恩马(KNM Group Bhd)子公司包揽一项价值2315万美元(约9331万令吉)的造船订单,为西班牙注册公司Tecnicas Reunidas S.A打造船只。

科恩马今日向大马交易所报备,独资子公司KNM Process Systems私人有限公司负责执行这项合约,合约内容包括打造高厚度船只和高厚度管柱。

这项合约为期16至18个月,从各自的采购订单日开始算起。

科恩马表示,此合约料将为集团截至2016年和2017年12月31日的财政年带来进账。

科恩马在另一则文告指出,已获得由大马进出口银行(Exim Bank)提供一项总值3500万英镑(约2亿370万令吉)的海外项目融资(OPF)贷款,为其位于英国彼得堡(Peterborough)第一期垃圾焚烧发电厂的发展项目筹资。

这家发电厂座落于一块面积52英亩的地段,发电产能为18兆瓦(MW)。

这项OPF贷款的期限为11年,并由科恩马作担保。

该集团指出,OPF贷款料将提高其截至2016年12月31日财年的负债比率。

根据截至2015年12月杪的已审核财报,这笔贷款预计将推高科恩马的负债比率至0.34倍,此前为0.27倍。

(编译:倪嫣鴽)

Type
Announcement
Subject
OTHERS
Description
Orders Secured by KNM Process Systems Sdn Bhd amounting to USD23,154,890 (Equivalent to Approximately RM93.31 million)
1.      Introduction
KNM Group Berhad (“KNM”) is pleased to announce that its wholly-owned subsidiary, KNM Process Systems Sdn Bhd (“KNMPS”) has to-date received the following Orders from Tecnicas Reunidas, a company registered in Spain, to undertake the fabrication of High Thickness Vessels and High Thickness Columns (the “Contracts”) amounting to USD23,154,890 (equivalent to approximately RM93.31 million).
The Contracts duration ranges approximately 16 to 18 months commencing from the respective purchase order dates.

2.      Directors' and major shareholders' interest
None of the directors and/or major shareholders of KNM, and/or any persons connected with them, have any direct or indirect interest in the said Contracts.

3.      Effect of the Project
The Contracts are expected to contribute positively to KNM Group's earnings for the financial years ending 31 December 2016 and 2017.

4.      Risk Factors
The Contracts are subject to certain risks mainly in the power, oil and gas industries. These include changes in general economic conditions such as, but not limited to inflation, environmental, health and safety regulations, taxation, foreign exchanges, interest rates, labour and material supply, changes in business and operating conditions such as, but not limited to government and statutory regulations and deterioration in prevailing market conditions.
KNM Group is already operating in these industries and hence would continue to be exposed to risk factors that they currently face whilst operating in these industries.
Although KNM Group with its vast experience may undertake efforts to mitigate the various risk factors, there is no assurance that any change in the above risk factors will not have a material adverse effect on the business and operations of KNM and/or KNMPS.

This announcement is dated 13 May 2016.

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发表于 14-5-2016 03:06 AM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
Peterborough Green Energy Ltd - Acceptance of an Oversea Project Financing (OPF) Facility for GBP35 million from Export-Import Bank of Malaysia Berhad
KNM Group Berhad (“KNM”) is pleased to announce that its wholly-owned group subsidiary, Peterborough Green Energy Ltd (“PGEL”) has on 11 May 2016, accepted the offer from Export-Import Bank of Malaysia Berhad (“EXIM”) for an Oversea Project Financing (“OPF”) Facility for GBP35 million (about RM203.7 million).

1.    DETAILS OF THE OPF FACILITY
The OPF Facility is to part finance the development and construction of Phase 1 - 18MW Waste-to-Energy Power Plant in Peterborough, UK (“Peterborough Project”).
The tenor for the OPF Facility is for a period of 11 years only and the OPF Facility will inter alia, be guaranteed by KNM.

2.    FINANCIAL EFFECTS
2.1   Issued and Paid-up Share Capital and shareholdings of substantial shareholders
The OPF Facility is not expected to have any effect on the issued and paid-up share capital of KNM nor the shareholdings of KNM’s substantial shareholders.
2.2   Earnings
The OPF Facility will not have any material effect on the earnings for the financial year ending 31 December 2016 of KNM. The OPF Facility will be used to fund the Peterborough Project and upon completion, the Project is expected to generate recurring income and contribute positively to the earnings of KNM in future financial years.
2.3   Net assets and gearing
The OPF Facility is not expected to have any material effect on the net assets of KNM for the financial year ending 31 December 2016. However, it will increase the gearing of KNM for the financial year ending 31 December 2016. The gearing ratio of KNM Group based on its audited financial statements as at 31 December 2015 was 0.27 times.
For illustrative purposes, the gearing of KNM based on its latest audited financial statement as at 31 December 2015 is expected to increase marginally to 0.34 times after the OPF Facility is fully utilised.

3.    DIRECTORS’ AND MAJOR SHAREHOLDERS’ INTERESTS
None of the Directors and/or major shareholders of KNM and/or person connected with them have any interest, whether direct or indirect, in the OPF Facility.

4.    DIRECTORS’ STATEMENT
Having considered all aspects of this transaction, the Board of Directors is of the opinion that the acceptance of the OPF Facility is in the best interest of the Group and the Company.

This announcement is dated 13 May 2016.

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发表于 17-5-2016 08:49 PM | 显示全部楼层
新人 , 最近经朋友介绍 不知适合现在0.46进场吗?请指点。。学习中
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发表于 18-5-2016 03:54 AM | 显示全部楼层
科恩馬有望續獲RAPID訂單

2016-05-17 09:07      
(吉隆坡16日訊)科恩馬集團(KNM,7164,主板工業產品組)上週贏得價值2千320萬美元(約9千331萬令吉)的新訂單,負責提供用於邊佳蘭綜合石化中心(RAPID)的高厚度器材和圓柱,MIDF研究看好該公司可繼續從RAPID計劃中贏得更多訂單,重申“買進”評級不變。

MIDF研究指出,科恩馬去年初至今已從RAPID計劃拿下價值超過5億令吉的合約,且相信仍有更多訂單可能流向科恩馬,尤其是器材相關訂單。

“我們估計,科恩馬目前仍在競標價值50億令吉的訂單;假設能成功贏得其中15%,相信該公司能在未來季度拿下更多訂單。”

MIDF給予科恩馬的目標價是62仙,相當於2016年的13倍預估本益比。

股價:45.5仙
總股本:21億3千280萬股
市值:9億7千零42萬令吉
30天日均成交量:1千561萬股
最新季度營業額:4億5千742萬9千令吉
最新季度盈虧:淨利600萬6千令吉
每股淨資產:1令吉26仙
本益比:17.53倍
周息率:-
大股東:李瑞興(約21.2%)(星洲日報/財經)
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发表于 22-5-2016 03:29 AM | 显示全部楼层
本帖最后由 icy97 于 23-5-2016 12:37 AM 编辑

科恩马包揽1.75亿令吉柔佛TDAE厂房EPC工程
By Chester Tay  / theedgemarkets.com   | May 20, 2016 : 4:31 PM MY

(吉隆坡20日讯)科恩马(KNM Group Bhd)包揽一项价值4300万美元(约1亿7500万令吉)的合约,为一家位于柔佛丹绒浪塞港口(Tanjung Langsat)的蒸馏芳香提取物(TDAE)厂房,进行工程、采购和建筑(EPC)工作。

此合约是由Norman Process Oils Malaysia Plant私人有限公司所颁布。这家TDAE厂房主要生产不含致癌物(carcinogen-free)的绿化橡胶加工油,用于合成橡胶和轮胎领域。

科恩马今日向大马交易所报备,独资子公司KNM Process Systems私人有限公司(KNMPS)已获Norman颁布得标书。

文告指出,这份合约的期限为20个月,合约将从双方签署一项正式合约协议当日开始计算。

“这项合约料将为科恩马截至2016、2017和2018年12月杪的财政年盈利,作出贡献。”

科恩马表示,这份合约或面临来自电力、石油、天然气、石化与能源领域的一定风险,惟该集团已在这些领域经营相关业务,因此,该该集团将继续承受目前所面临的风险因素。

“尽管科恩马可凭借着丰富的经验,致力于减低各种风险因素,但却未能保证上述风险因素,不会对科恩马或KNMPS的业务和营运构成重大负面影响。”

(编译:倪嫣鴽)

Type
Announcement
Subject
OTHERS
Description
Letter of Award for EPC of TDAE Plant in Tanjung Langsat Port, Johor to KNM Process Systems Sdn Bhd amounting to USD43 million (equivalent to approximately RM175 million)
1.      Introduction
KNM Group Berhad (“KNM”) is pleased to announce that its wholly-owned subsidiary, KNM Process Systems Sdn Bhd (“KNMPS”) has to-date accepted the Letter of Award from Norman Process Oils Malaysia Plant Sdn Bhd (“Norman”), to undertake the engineering, procurement, and construction (“EPC”) of the Treated Distillate Aromatic Extract (TDAE) Plant  located at Tanjung Langsat Port, Johor (the “Contract”) amounting to USD43 million (equivalent to approximately RM175 million).
The TDAE Plant is to produce carcinogen-free (green) rubber process oils for synthetic rubber and tyre industries.
The duration of the Contract is expected to be for a period of 20 months commencing from an agreed date subject to the execution of a formal contract agreement to be duly signed between the parties.

2.      Directors' and major shareholders' interest
None of the directors and/or major shareholders of KNM, and/or any persons connected with them, have any direct or indirect interest in the said Contract.

3.      Effect of the Contract
The Contract is expected to contribute positively to KNM Group's earnings for the financial years ending 31 December 2016, 2017 and 2018.

4.      Risk Factors
The Contract is subject to certain risks mainly in the power, oil, gas, petrochemical, and energy industries. These include changes in general economic conditions such as, but not limited to inflation, environmental, health and safety regulations, taxation, foreign exchanges, interest rates, labour and material supply, changes in business and operating conditions such as, but not limited to government and statutory regulations and deterioration in prevailing market conditions.
KNM Group is already operating in these industries and hence would continue to be exposed to risk factors that they currently face whilst operating in these industries.
Although KNM Group with its vast experience may undertake efforts to mitigate the various risk factors, there is no assurance that any change in the above risk factors will not have a material adverse effect on the business and operations of KNM and/or KNMPS.

This announcement is dated 20 May 2016.

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发表于 22-5-2016 04:43 AM | 显示全部楼层
icy97 发表于 14-3-2015 02:18 AM
科恩马8848万 买2再生能源公司

财经新闻 财经  2015-03-14 10:36
(吉隆坡13日讯)科恩马(KNM,7164,主板工业产品股)宣布,以2400万美元(约8848万8000令吉),购入ABL Bio-Fuels(简称ABL)和Asia Biofuels  ...

Type
Announcement
Subject
OTHERS
Description
SHARE PURCHASE AGREEMENT BETWEEN KNM RENEWABLE ENERGY SDN BHD AND FE GLOBAL/ASIA CLEAN ENERGY SERVICES FUND L.P., FEGACE ASIA SUB-FUND, L.P. AND GLOBAL CLEAN ENERGY CORP. SPC (PROPOSED ACQUISITION)
Unless stated otherwise, the terms used herein shall carry the same meaning as those defined in the earlier announcements in relation to the Proposed Acquisition.
Further to the Company’s announcements made on 13 March 2015, 31 July 2015 and 4 August 2015, the Company wishes to update that the Proposed Acquisition have been deemed completed as at date hereof.

This announcement is dated 19 May 2016

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发表于 27-5-2016 05:21 AM | 显示全部楼层
本帖最后由 icy97 于 29-5-2016 03:59 AM 编辑

科恩马 新合约料赚270万

财经 行家论股  2016-05-24 11:37

目标价:49仙

最新进展
科恩马(KNM,7164,主板工业产品股)子公司KNM加工系统私人有限公司获颁4300万美元(约1.75亿令吉)合约,在丹绒朗沙(Tanjung Langsat)港口兴建一座厂房。

KNM加工系统将在丹绒朗沙,负责一座高度精制芳烃油(简称TDAE)厂房的工程、采购与建筑作业。

这座厂房将为合成橡胶和轮胎领域,生产无致癌物质的橡胶加工油,合约期限为20个月,双方将在签署正式合约协议后,决定动工日期。

行家建议
科恩马获颁这项合约符合预期,今年至今获得的合约,占全年新合约8亿令吉预测的41%。

这项合约的营运赚幅预计为8%,相等于270万令吉的营运盈利。

我们期望下半年的下游业采购、建筑和启用(EPCC)工程将会增加。

泰国的生物乙醇再生能源厂也接近完成,预计将在9月杪投入生产。不过,我们更保守估计这将会延迟至明年,因该集团仍与数个潜在客户洽谈。

而英国彼得伯勒(Peterborough)的再生能源厂房项目正接近完成融资,预计会在明年杪可投入生产。

根据科恩马2016财年11倍本益比,维持“守住”评级和49仙目标价不变。



丰隆投行研究

【南洋网财经】


加工设备销售放缓 科恩马财测下修23%
财经新闻 财经  2016-05-25 11:34
http://www.nanyang.com/node/762879?tid=462
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发表于 30-5-2016 12:29 AM | 显示全部楼层
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
1Revenue
397,072
344,377
397,072
344,377
2Profit/(loss) before tax
19,522
53,908
19,522
53,908
3Profit/(loss) for the period
10,582
34,791
10,582
34,791
4Profit/(loss) attributable to ordinary equity holders of the parent
10,787
35,052
10,787
35,052
5Basic earnings/(loss) per share (Subunit)
0.51
2.17
0.51
2.17
6Proposed/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 ($$)
1.1900
1.2600

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发表于 17-6-2016 04:49 AM | 显示全部楼层
进军再生能源乙醇业务 科恩马提高可持续性收入

财经  2016年06月16日
(吉隆坡16日讯)科恩马集团(KNM,7164,主板工业股)进军再生能源及乙醇业务,提高可持续性收入,减少对油气工程业务的依赖,可持续收入业务预期在2017財政年將带来15%的贡献,並在2018財政年达到接近50%的贡献。

科恩马集团首席执行员兼平。执行董事李瑞兴在股东大会后的记者会上表示,英国彼得伯勒(Peterborough)能源项目,和泰国乙醇业务將为公司带来可持续性收入,而后者第1阶段的发展已经完成97%,估计第1阶段每日20万公升的產能,將会在末季投產並作出贡献。

目前科恩马集团通过ABL Bio-Fuels有限公司及Asia BiofuelsII有限公司,持有Impress乙醇有限公司72%股权,以及Impress Farming有限公司49%股权。

他指出,泰国乙醇厂房接下来第2阶段的发展,是將產能提升至每日40万公升,预期在2018年投入生產。

另一方面,英国彼得伯勒的计划將会自2018年首季开始投產,第一阶段可生產18兆瓦(MW)的电力,而若全面运行,该项目可生產80兆瓦电力。

同时,他补充说,彼得伯勒第1阶段项目的投资成本为1亿5000万英镑,其中约100亿英镑资金会通过融资筹集,如发行债券。

李瑞兴表示,由於的科恩马集团主要是从事油气下游业务,所以国际油价下滑虽然没有直接影响公司的业务,但会影响合约颁发,这也是它决定进军再生能源市场的原因之一。

受惠英国脱欧

针对英国脱欧,他认为,即使英国最终退出欧盟,对公司其实也是有利的,因为脱离欧盟之后,英国会面对能源供应减少的压力,以及国內废料出口欧盟其他国家也將面对更高的成本,因失去贸易免税的优惠。

因此,必须倾向国內的电力供应,而以废料发电的彼得伯勒发电项目,將可从中受惠。

展望2016財政年,李瑞兴估计,如无意外,科恩马集团今年能持续交出与去年相近的表现。

根据出席股东大会的小股东向《东方財经》披露,该公司已经整顿公司债务,將短期债务比重从2012年的80%,降低至2015年的50%,可让公司更宽裕通过债券筹集发展资金。

今年来获4亿新合约

另外,不纳入彼得伯勒项目,该公司手中合约订单为28亿令吉,而年初至今,公司爭取到的新合约达4亿零500万令吉,可支未来2年的业绩表现。【东方网财经】
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发表于 21-6-2016 01:17 AM | 显示全部楼层
好消息多,合约多,可是股价一直跌,令小股东亏钱的股,非KNM莫属。我都称它为“干你X”
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发表于 29-6-2016 06:11 PM | 显示全部楼层
在0.405 进了一些...
请问各位大大, 这股值得投资吗?
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发表于 5-7-2016 02:06 AM | 显示全部楼层
本帖最后由 icy97 于 5-7-2016 05:22 AM 编辑

科恩马获1亿6000万贷款

2016年7月5日
(吉隆坡4日讯)科恩马(KNM,7164,主板工业产品股)子公司KNM资本私人有限公司,获得艾芬回教银行总值1亿6000万令吉的营运资本贷款便利。

该公司今日向马交所报备,上述贷款便利将作为科恩马在柔佛炼油与石油化工综合发展(RAPID)计划中的工程融资。

科恩马指出,上述贷款不会影响公司截至2016财年的资产净值,但一旦动用了该笔贷款,公司负债率将上升。

根据该公司截至去年12月底的2015财年财报,负债率为0.27倍,若上述贷款全数使用,负债率将上升到0.32倍。【e南洋】

Type
Announcement
Subject
OTHERS
Description
KNM Capital (PIC) Sdn Bhd - Acceptance of Blanket Working Capital  (BWC) Facilities of up to RM160.0 million from Affin Islamic Bank Berhad
KNM Group Berhad (“KNM”) is pleased to announce that its wholly-owned subsidiary, KNM Capital (PIC) Sdn Bhd (“KNMPIC”) has on 4 July 2016, accepted the offer from Affin Islamic Bank Berhad (“Affin”) for a Blanket Working Capital  (“BWC”) Facilities of up to RM160.0 million.

1.    DETAILS OF THE BWC FACILITIES
The BWC Facilities is to part finance the awarded contract(s) relating to the Refinery and Petrochemical Integrated Development project in Pengerang, Johor (“RAPID Project”) to KNM and/or its subsidiaries.
The BWC Facilities will be secured by, inter alia, an irrevocable and unconditional guarantee by KNM.

2.    FINANCIAL EFFECTS
2.1   Issued and Paid-up Share Capital and shareholdings of substantial shareholders
The BWC Facilities is not expected to have any effect on the issued and paid-up share capital of KNM nor the shareholdings of KNM’s substantial shareholders.
2.2   Earnings
The BWC Facilities will not have any material effect on the earnings for the financial year ending 31 December 2016 of KNM. The BWC Facilities will be used to fund the contracts related to RAPID Project and upon completion, the contracts are expected to generate recurring income and contribute positively to the earnings of KNM in future financial years.
2.3   Net assets and gearing
The BWC Facilities is not expected to have any material effect on the net assets of KNM for the financial year ending 31 December 2016. However, the gearing of KNM for the financial year ending 31 December 2016 may increase, upon utilisation of the BWC Facilities. The gearing ratio of KNM based on its consolidated audited financial statements as at 31 December 2015 was 0.27 times.
For illustrative purposes, the gearing of KNM based on its latest consolidated audited financial statement as at 31 December 2015 is expected to increase to 0.32 times after the BWC Facilities is fully utilised.

3.    DIRECTORS’ AND MAJOR SHAREHOLDERS’ INTERESTS
None of the Directors and/or major shareholders of KNM and/or person connected with them have any interest, whether direct or indirect, in the BWC Facilities.

4.    DIRECTORS’ STATEMENT
Having considered all aspects of this transaction, the Board of Directors is of the opinion that the acceptance of the BWC Facilities is in the best interest of the Group and KNM.

This announcement is dated 4 July 2016.

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发表于 26-7-2016 02:16 AM | 显示全部楼层
本帖最后由 icy97 于 28-7-2016 02:01 AM 编辑

科恩马回复质询‧“获利数据依据财务预测”

(吉隆坡26日讯)科恩马集团(KNM,7164,主板工业产品组)答复大马交易所询问时表示,该公司首席执行员李瑞兴受访时提及的获利数据,是根据相关项目的财务预测。

科恩马集团在文告中表示,有关的预测获利数据是根据相关项目首年全面营运的表现。泰国项目将从2017年首季起贡献盈利,而Peterborough项目预料从2018年首季起贡献盈利。

根据《星报》报道,李瑞兴表示,其泰国项目每年可取得1000万令吉净利,而Peterborough发电项目每年可获利5000万令吉。交易所因此提出质询。

文章来源:
星洲日报‧财经‧2016.07.27



Type
Announcement
Subject
OTHERS
Description
Article entitled : "Reviving KNMs Fortunes, KNM rides on green energy : From billionaire to millionaire in less than four months" appearing in The Star on 23 July 2016
We refer to the above article which appeared in The Star, Starbizweek section, page SBW19, on 23 July 2016.
We refer to the statements:-
Star Q:
"How profitable is your bio-ethanol plant in Thailand and the Peterborough project?”
Reply:
“In the first phase of the Thai project, we expect a net profit of RM10 mil per year.
As for the Peterborough project, at an 18MW capacity, we are looking at a net profit of RM50 mil per year”.
We wish to clarify that:-
a.
Ir. Lee Swee Eng, the Group Chief Executive Officer of KNM Group Berhad (“KNM” or “the Company”), was interviewed by The Star and did make the statements to The Star as stated in the article.
b.
These profitability figures per year are estimated based on the respective projects’ financial projections.
c.
The profitability figures are projected based on first full calendar year of operations of the respective projects. For the Thai project, the profit contribution will start in Q1 2017, while for the Peterborough project, the profit contribution is expected to start in Q1 2018 barring any unforeseen circumstances.
This announcement is dated 25 July 2016.

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