【TANJONG 交流专区】 Aggresive 的 TANJONG!

90765119

今天又发生什么事哦？tanjong又跌了

nakkata

是猛跌，top loser.明天看新闻就懂咯

90765119

是咯！很多新闻都是股市表现了过后才发表的....散户是之后才知道....

goodluck88

个人觉得今天的大跌是因为前几天的大涨....
有上有下...所以正常吧

nakkata

有上有下实属正常，今天创新低！也不难理解，整个大马政局不稳定，tanjong随大市下跌！基本面或受暴利税影响，但应该不是导致创新低的原因。差不多是时候进场了

nakkata

今天再创52周新低，14。00。

panjang3333

Company Name        
:
        TANJONG PUBLIC LIMITED COMPANY
Stock Name         
:
        TANJONG
Date Announced        
:
        20/06/2008


EX-date        
:
        16/07/2008
Entitlement date        
:
        18/07/2008
Entitlement time        
:
        05:00:00 PM
Entitlement subject        
:
        Interim Dividend
Entitlement description        
:
        
A first interim gross dividend of 17.5 sen per share less Malaysian Income Tax at 25% ("First Interim Dividend"
Period of interest payment        
:
        to
Financial Year End        
:
        31/01/2009
Share transfer book & register of members will be         
:
        19/07/2008 to 21/07/2008 closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no        
:
        
Principal Registrars:-
The Registry
34 Beckenham Road
Beckenham, Kent BR3 4TU
England
Tel No. 020 863 93399

Branch Registrars:-
Symphony Share Registrars Sdn. Bhd.
Level 26, Menara Multi-Purpose
Capital Square
No. 8 Jalan Munshi Abdullah
50100 Kuala Lumpur
Tel No. 603-2721 2222
Payment date         
:
        01/08/2008
a.
        Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
        
:
        18/07/2008
b.
        Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
        
:
        16/07/2008
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        
:
        RM
Entitlement in RM (RM)        
:
        0.175

Remarks :
The Entitlement time of 5:00 p.m. stated above refers to local time in Malaysia and in the United Kingdom.

The times of 4:00 p.m. and 12:30 p.m. as stated above refer to Malaysian time.
© 2008, Bursa Malaysia Berhad. All Rights Reserved.

panjang3333

Review of performance

Group revenue for the current quarter increased to RM810 million, a 35% or RM212 million increase over the corresponding quarter in the previous year (“corresponding quarter”). Group operating profit is, at RM270 million, higher by RM62 million.
Power Generation revenue increased by 49% from RM382 million to RM572 million in the current quarter mainly due to the contribution of RM170 million from the Globeleq power plants which were acquired in November 2007 (“Globeleq plants”). The operating profit of the Power Generation segment has increased by RM41 million or 26% to RM200 million in the current quarter. This arose from the enhanced contribution of the Globeleq plants but was however offset by development costs totaling RM30 million that were incurred in respect of bids for major international power businesses and corporate development activities.
Gross sales proceeds from the NFO business decreased marginally to RM520 million from RM524 million in the current quarter. Gaming revenue however increased to RM190 million from RM181 million due mainly to a reduction in the prize payout ratio from 66% to 64% in the current quarter. The lower prize payout for the current quarter resulted in an increase in operating profit for the Gaming segment from RM52 million to RM62 million.
The launch of new attractions in Tropical Islands coupled with the seasonality of the holiday period, led to a higher number of visitors and higher average spending per visitor, resulting in a RM12 million revenue increase. The operating loss for this segment has accordingly reduced from RM10 million to RM2 million.
Net investment income is higher than that recorded in the corresponding quarter due mainly to the recognition of investment gains totaling RM62 million from the disposal of the Group’s interest in an entity holding interests in broadcasting assets in the United Kingdom (“Arqiva”) on 26 March 2008.
Net finance costs increased from RM57 million to RM88 million as a result of a full quarter’s interest expense relating to the acquisition of the Globeleq plants.
For the period under review, Group profit attributable to shareholders increased by RM90 million from RM111 million to RM201 million. Net earnings per share increased by 22.2 sen from 27.6 sen to 49.8 sen.

惊人的成长

[ 本帖最后由 panjang3333 于 20-6-2008 08:17 PM 编辑 ]

守护神9413

心痒痒， 却没子弹

olympic

业绩酱好
为何这几天的表现酱差？

90765119

是不是有内幕是我们这些散户没办法知道？

loong81

这只股到底有什么烂消息？
导致跌跌不休？

loong81

还好业绩不错
暂时可以撑着

nakkata

你握着很多票吗？

loong81

只是我暂时的避风港

nakkata

这次的大跃进主要是电力业务取得优异的进步，所以长期业务前景仍然看俏！这次的猛跌提供一个趁低买入的机会。怎样？像不像分析员的话？骗吃骗吃

scsiang82

首季符預測‧開銷大影響財測‧丹絨海外業務續看俏
大馬財經 業績評論  2008-06-24 12:00


（吉隆坡）丹絨（TANJONG,2267,主板貿服組）首季淨利符合及高於證券行預測，但分析員在大馬電力領域走勢預期放緩及此公司首季出現龐大開銷下調整其財測，惟海外電力業務貢獻依然看俏。

丹絨截至2008年4月30日首季淨利上漲81%至2億96萬7000令吉；受淨利上揚推動，該股週一（23日）以14令吉30仙報開，上揚10仙；更一度上漲30仙或2.1%至14令吉50仙，但閉市時漲幅收緊，僅能以14令吉20仙平盤掛收。

大馬研究指出，此公司首季淨利較該行預測高出14%，並較市場預測高24%。然而，在大馬電力市場盈利可能受創下，大馬研究下調丹絨2009年至2011年財政年盈利預測7至9%。

基於旗下Pahlawan電力廠於首季出現儲運損耗現象、海外電力資產的競標開銷及第二季即將配合維修而關閉廠房的因素影響下，2009年財政年的電力業務預期萎縮22%至3億4000萬令吉。

儘管大馬電力業務貢獻走低，但集團電力盈利依然預期上漲15%至8億9200萬令吉，主要動力來自GLOBELEQ資產支撐。此資產貢獻首季39%整體電力盈利，海外電力資產則貢獻70%營運盈利。

獨立發電廠（IPP）所徵收的暴利稅預期只會對這公司帶來極微影響。這是因為該公司超過50%電力業務盈利來自海外資產，而在高營運與維修開銷影響下，大馬的電力業務也預期不會出現驚人表現。

全年料派息1.07令吉

“股息派發預期維持吸引力，而全年預測達1令吉零7仙；首季總股息達17.5仙，比較同期的14仙。”

另外，分析員相信該公司已準備競標更多海外電力資產，而海外市場也預期在現有的經濟環境下出現更多電力廠買賣活動。

僑豐投資研究指出，丹絨的首季表現符合僑豐投資研究預測，主要受到GLOBELEQ資產的貢獻及較低的博彩派獎率推動，而首季淨利也包括脫售英國麥格理廣播控股權所獲得的6千200萬令吉投資賺益。

電力業務依然為這公司增長動力，並首次從去年收購的GLOBELEQ獲得全面貢獻。此公司首季電力業務營業額上漲49.5%，盈利則上揚26.1%。如果沒有納入旗下電力廠儲運損耗所帶來的影響，其增長率依然強勁。

博彩業的1.6%增長率與同期一樣，派獎率則為64%，比較前期的66%。

管理層透露，此公司正針對埃及電力資產的債務再融資事項進行籌備，而相關貸款被分為兩批發行，淨利息成本介於3.5%至3.8%，比較現有的6.33%至7.45%。根據計算，這可省下按年高達5600萬令吉的成本。然而，能否在現有環境下維持這低利率則無法預測。

亞歐美證券則披露，丹絨電力業務的營運盈利為2億令吉，按年上漲26%，但營運盈利賺幅下滑至34.9%，比較去年同期的41.5%。博彩業務的按年派獎率則為64.1%，比較一貫的65.5%派獎率，營運盈利達6240萬令吉。

休閒業務方面，其熱帶島嶼取得顯著盈利漲幅，因此營運虧損縮小至200萬令吉，主要動力來自成本稍減政策、品牌重塑活動及推出新吸引點。產業業務的營運盈利則達1100萬令吉，按年上漲13%。

分析員選擇調低其2009年至2010年財政年的核心淨利預測3.6%及0.8%，主要因為首季出現龐大開銷，並認為其派獎率將正常化至65.5%。

星洲日報／財經‧2008.06.24

http://biz.sinchew-i.com/node/14136

nakkata

也许tanjong正在密谋洽购新加坡淡马锡旗下的三座发电厂，如果属实的话，对其盈利的贡献肯定更上一城楼！乱讲的

nakkata

每年1。07零吉的股息，十四年后tanjong不就变成免费的了？加上capital appreciation,不用十四年就变成免费的了！ 不过老实讲，虽说高股息政策对股东有利，但以他们现在的营运模式来看，债务的提高是一大隐忧！不能不防！公司成长的同时，却也面对着债务的上升，身为小股东的我，对其高股息政策是无任欢迎，但却因为面对高债务而担忧，真纳闷！

loong81

为什么tanjong 有一段时期的股价是固定的呢？