【SKPRES 7155 交流专区】星光资源

icy97

星光資源 獲每年值達4億合約

財經20 May 2015 23:05
（吉隆坡20日訊）星光資源（SKPRES，7155，主要板工業）早前宣佈獲Dyson公司合約，今日補充合約價值為每年4億令吉。

該公司于18日已向馬證交所報備將從Dyson公司總值15億英鎊（約84億6000萬令吉）資本開銷計劃中受惠。

今日星光資源另外報備指出，是項合約每年值達4億令吉，合約期限長達5年，換言之總值是20億令吉。

是項合約主要是為Dyson公司製造全新無線吸塵器，星光資源看好上述合約將可貢獻2016和2017財年的盈利表現。

根據早前報備文件，Dyson公司龐大的資本開銷主要用以開發4項全新系列的科技產品，並計劃在未來4年內在全球推出100項新產品。【中国报财经】

Type	Announcement
Subject	OTHERS
Description	SKP RESOURCES BERHAD (SKP or the Company)- Additional Information on Award of Contract by Dyson Ltd
Further to the Company’s announcement dated 18 May 2015 pertaining to the Award of Contract by Dyson Ltd (“Contract”) to SKP, the Board of Directors of SKP wishes to append herewith additional information as follows:- 1. The value of the Contract is about RM400 million per year. 2. The tenure of the Contract is five (5) years. This announcement is dated 20 May 2015.

icy97

Name	GAN KIM HUAT
Address	S-5-3A, Suria Stonor, No. 2, Lorong Stonor, Kuala Lumpur 50450 Wilayah Persekutuan Malaysia.
NRIC/Passport No/Company No.	471215015439
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	ORDINARY SHARES OF RM0.10 EACH ("SHARES")
Name & address of registered holder	DATO' GAN KIM HUATS-5-3A, SURIA STONOR, NO. 2, LORONG STONOR, 50450 KUALA LUMPUR

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Date of change	No of securities	Price Transacted (RM)
Disposed	20 May 2015	10,500,000	1.000

Circumstances by reason of which change has occurred	Disposal of 10,500,000 shares (0.9789%) via direct deal.
Nature of interest	Direct
Direct (units)	136,089,618
Direct (%)	12.69
Indirect/deemed interest (units)	512,171,555
Indirect/deemed interest (%)	47.75
Total no of securities after change	648,261,173
Date of notice	20 May 2015

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	194,388	123,286	616,549	412,769
2	Profit/(loss) before tax	16,010	11,020	57,178	39,763
3	Profit/(loss) for the period	11,309	8,247	42,023	29,321
4	Profit/(loss) attributable to ordinary equity holders of the parent	11,309	8,247	42,023	29,321
5	Basic earnings/(loss) per share (Subunit)	1.26	0.92	4.67	3.26
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	1.70	0.90
		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 ($$)	0.1700		0.2400

哭哭鸟

迷你型投资组合：买进SKPRES-WA
Wednesday, June 3, 2015
http://bblifediary.blogspot.jp/2015/06/skpres-wa.html

最近我给了自己一个考验，以测试自己的能力。

我替自己设立一个迷你型投资组合，组合的初步资金只有5000令吉。

我并不会替这个组合定下任何选股条件，只要看到机会就会出手买进，但是相信都会以仙股为主，而前提是该股的基本不可以太差。

此外这个组合的投资期限以短期为主，赚了就走人，亏了就止损。

年尾的时候再来结账，看看成果如何？

第一笔交易是在上个星期以RM0.53买进9000股ABRIC ，然后今天以RM0.60卖完。

而第二笔交易则是今早以RM0.575买进9000股SKPRES-WA。


注：Broker fee还未确认，数据随时会有变更

免责声明：
以上投资分析，纯属本人个人意见和观点。

在买进一家公司的股份前，请先做功课并了解该公司，任何人因看此文章而造成任何投资损失，本人恕不负责。切记，买卖自负！

哭哭鸟

迷你型投资组合：再买回SKPRES-WA
Wednesday, June 17, 2015
http://bblifediary.blogspot.jp/2015/06/skpres-wa_17.html

发现SKPRES-WA竟然来到了0.55的价位，但是已经收市了，没办法，只好等今天才进。

一早开市，SKPRES-WA依然在0.55和0.555之间交易，于是我决定将迷你型投资组合的所有资金买完SKPRES-WA，刚刚好10000股。





免责声明：
以上投资分析，纯属本人个人意见和观点。

在买进一家公司的股份前，请先做功课并了解该公司，任何人因看此文章而造成任何投资损失，本人恕不负责。切记，买卖自负！

icy97

Name	DATO GAN KIM HUAT
Address	No. 74, Jalan Leban, Taman Makmur, Batu Pahat 83000 Johor Malaysia.
NRIC/Passport No/Company No.	471215015439
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	ORDINARY SHARES OF RM0.10 EACH ("SHARES")
Name & address of registered holder	DATO' GAN KIM HUATNo. 74, Jalan Leban, Taman Makmur, Batu Pahat, 83000 Johor, Malaysia.

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Description of Others	Date of change	No of securities	Price Transacted (RM)
Disposed		14 Jul 2015	10,000,000	1.500

Circumstances by reason of which change has occurred	Disposal of 10,000,000 shares (0.9285%) via direct deal.
Nature of interest	Direct
Direct (units)	128,089,618
Direct (%)	11.893
Indirect/deemed interest (units)	512,171,555
Indirect/deemed interest (%)	47.556
Total no of securities after change	640,261,173
Date of notice	14 Jul 2015

icy97

星光資源有望獲新合約‧目標價調高

2015-07-20 16:35      
（吉隆坡20日訊）星光資源（SKPRES，7155，主板工業產品組）前景展望正面及有望獲取新合約，分析員調高目標價，不過因股價已大幅度走揚而下調評級。
無線吸塵機9月量產

大華繼顯研究與星光資源管理層會面後，維持正面前景展望，因Dyson吸塵機、無葉風扇等生產已如期進行，近期獲取的無線吸塵機訂單已在7月初試產，將如期在今年9月於新廠展開量產。

星光資源將使用新廠約60%產能空間應對目前訂單，故還擁有40%產能可應付現有顧客或新顧客的新訂單。

大華繼顯研究指出，Dyson有3大產品線，即吸塵機、無葉風扇及干手機，而星光資源也生產這3項產品，作為Dyson主要新興賣家，星光資源料從Dyson推出新產品計劃中受惠。

2014年秒，Dyson宣佈4年15億英鎊資本開銷計劃，其中10億英鎊用於研發及2億5千萬英鎊用於拓展東南亞生產設施。

“根據文告，Dyson將在4年內開發4項新技術及放眼推出100項新產品，故我們不排除星光資源未來將獲取更多新產品合約。”

2015財政年，星光資源整體淨利潤為6.8%，不過第四季因較高零件成本，淨利潤壓縮至5.8%，對比第三季的7%及去年同期的6.7%。

“儘管零件成本已完全轉嫁Dyson，利潤還是受影響，因星光資源每單位生產費已固定，不過，在銷售組合合理化及新生產線改善運作效率後，預計2016至2018財政年淨利潤將企於7%。”

不過，因該股已上漲44%及正面消息已反映其中，大華繼顯下調評級至“持有”，目標價從1令吉20仙調高至1令吉30仙。（星洲日報／財經‧報導：郭曉芳）


星光资源 3年赚幅上看7%
财经 股市 行家论股  2015-07-21 10:40
http://www.nanyang.com/node/712986?tid=462

icy97

Dyson合約擦亮前景 券商上修星光資源目標價

財經股市27 Jul 2015 23:00
（吉隆坡27日訊）星光資源（SKPRES，7155，主要板工業）如期擴展產能，雖然近期公布的業績賺幅較低，但券商看好，未來顯著成長可抵消原料成本壓力。

大眾投資研究指出，星光資源的產能和能力無疑是如期成長，也反映在股價持續成長表現上，因更多投資者看好公司的增值前景。星光資源股價在過去3個月漲59%，年初至今的幅度高達120.3%。

“該公司近期公布業績的賺幅稍微偏低，但不會令人過度擔優，因未來顯著成長可抵消任何來自原料成本壓力的負面影響。”

另外，該公司為Dyson生產新款無線吸塵器的5年合約將在10月開始，該行相信這只是序幕，未來還會有更多合作。Dyson有意投資85億令吉開發4項新類別科技，並在未來4年于全球推出100項新產品，這使星光資源前景更亮眼。

同時，Dyson計劃將馬達產能從去年的400萬單位，在今年底增至1100萬單位，預計馬新兩國的生產設施都會提高產量。該公司在年初已花了1億新元（約2.78億令吉）雙倍提升新加坡馬達產能，主要用以啟動國內組裝產品。

大眾投資研究維持星光資源“跑贏大市”評級，目標價從1.18令吉上修至1.71令吉。該公司未來數個財政年料會交出穩健表現，其中現有客戶訂單將提升。此外，星光資源2016和2017財年盈利預測上修約10%。【中国报财经】

icy97

Name	RENOWN MILLION SDN BHD
Address	5A JALAN ROTAN CUCUR, TAMAN SRI JAYA, BATU PAHAT 83000 Johor Malaysia.
NRIC/Passport No/Company No.	568595-U
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	ORDINARY SHARES OF RM0.10 EACH ("SHARES")
Name & address of registered holder	RENOWN MILLION SDN BHD5A JALAN ROTAN CUCUR, TAMAN SRI JAYA, 83000 BATU PAHAT, JOHOR

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Description of Others	Date of change	No of securities	Price Transacted (RM)
Disposed		28 Jul 2015	10,000,000	1.500

Circumstances by reason of which change has occurred	Disposal of 10,000,000 shares (0.9233%) via direct deal.
Nature of interest	Direct
Direct (units)	165,246,075
Direct (%)	15.258
Indirect/deemed interest (units)	0
Indirect/deemed interest (%)	0
Total no of securities after change	165,246,075
Date of notice	28 Jul 2015

哭哭鸟

ah boon这次赚大钱了

icy97

Type	Announcement
Subject	OTHERS
Description	SKP RESOURCES BHD ("SKP") - FINAL SINGLE-TIER DIVIDEND FOR THE FINANCIAL YEAR ENDED 31 MARCH 2015
The Board of Directors of SKP is pleased to propose a final single-tier dividend of 1.96 sen per ordinary share of RM0.10 each for the financial year ended 31 March 2015, subject to shareholders' approval at the forthcoming Fifteenth Annual General Meeting of SKP. The details of the entitlement date and payment date of the proposed final tax exempt (single-tier) dividend will be announced in due course. This announcement is dated 30 July 2015.

icy97

吸塵機增產‧星光資源財測上調

2015-08-05 11:35      
（吉隆坡4日訊）星光資源（SKPRES，7155，主板工業產品組）柔佛吸塵機工廠新生產線竣工，預期9月投運，未來可增加16條生產線。

興業研究探訪該公司上述工廠後，管理層表示，有關新生產線僅佔新工廠20%的面積，主要是為戴森（DYSON）製造吸塵機。

管理層補充，剩餘的空間可將產能提高兩倍，增加16條新生產線。

分析員表示，戴森公司未來4年內計劃推出100種產品，資本開銷達15億英鎊（約90億令吉）。星光資源向戴森承諾，未來將提高產量以應付後者的需求，以攫取後者的合約。

興業上調該公司2016至2018財政年的淨利預測12%、32%及31%。

雖然該公司過去3年的淨利年複合回酬率（CAGR）達62%，惟該公司股價在過去3個月已經上漲了78.7%，因此分析員下調評級，從“買進”調至“中和”，目標價則從1令吉18仙上調至1令吉57仙。

股價：1令吉43仙
總股本：10億8千300萬股
市值：15億4千869萬令吉
30天日均成交量：649萬股
最新季度營業額：1億9千438萬8千令吉
最新季度盈虧：淨利1千130萬9千令吉
每股淨資產：17仙
本益比：32.2倍
周息率：1.3%
大股東：拿督顏金發（約46.367%）（星洲日報／財經）

Winloo

此股是进场的时候吗？？

icy97

SKP RESOURCES BHD

Particulars of substantial Securities Holder

Name	RENOWN MILLION SDN BHD
Address	5A JALAN ROTAN CUCUR, TAMAN SRI JAYA, Batu Pahat 83000 Johor Malaysia.
NRIC/Passport No/Company No.	568595-U
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	ORDINARY SHARES OF RM0.10 EACH ("SHARES")
Name & address of registered holder	RENOWN MILLION SDN BHD5A JALAN ROTAN CUCUR, TAMAN SRI JAYA, 83000 BATU PAHAT, JOHOR

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Description of Others	Date of change	No of securities	Price Transacted (RM)
Disposed		20 Aug 2015	11,000,000	1.500

Circumstances by reason of which change has occurred	Disposal of 11,000,000 shares (1.0156%) via direct deal.
Nature of interest	Direct
Direct (units)	154,246,075
Direct (%)	14.241
Indirect/deemed interest (units)	0
Indirect/deemed interest (%)	0
Total no of securities after change	154,246,075
Date of notice	20 Aug 2015

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	243,062	131,737	243,062	131,737
2	Profit/(loss) before tax	23,544	12,785	23,544	12,785
3	Profit/(loss) for the period	17,904	9,649	17,904	9,649
4	Profit/(loss) attributable to ordinary equity holders of the parent	17,904	9,649	17,904	9,649
5	Basic earnings/(loss) per share (Subunit)	1.67	1.07	1.67	1.07
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 ($$)	0.2500		0.1700

icy97

Type	Announcement
Subject	OTHERS
Description	SKP RESOURCES BERHAD ("SKPRES" OR "THE COMPANY")-DISPOSAL OF TWO (2) ORDINARY SHARES OF RM1.00 EACH, REPRESENTING 100% EQUITY INTERESTS IN ANCHOR IMPRESSION SDN. BHD. ("Anchor Impression")
Pursuant to paragraph 9.19(24) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad, the Board of Directors of SKPRES wishes to announce that the Company had on today disposed of two (2) ordinary shares of RM1.00 each, representing 100% of the issued and paid-up share capital of Anchor Impression Sdn. Bhd. (Company No. 1053562-D) to Dato’ Gan Kim Huat and Mr. Gan Poh San, the Directors and Major Shareholders of the Company, at a total consideration of RM2.00 (“Disposal”). Anchor Impression was incorporated as a private company limited by shares on 9 July 2013. The authorised share capital of Anchor Impression is RM400,000/- divided into 400,000 ordinary shares of RM1.00 each. The present issued and paid-up share capital of Anchor Impression is RM2.00 divided into two (2) ordinary shares of RM1.00 each. Anchor Impression has not commenced business since its incorporation and its currently dormant. Following the above Disposal, Anchor Impression ceased to be a wholly-owned subsidiary of SKPRES. The above Disposal does not have any material effects on the earnings per share, gearing and net assets per share of SKPRES. Save as Dato’ Gan Kim Huat and Mr. Gan Poh San, none of the directors and/or major shareholders of SKPRES and/or persons connected to them, have any interests, direct or indirect in the above Disposal:- The Board of Directors of SKPRES (except for Dato’ Gan Kim Huat and Mr. Gan Poh San who are the interested Directors/ Major Shareholders of the Company and have abstained from deliberation with regards to the Disposal) is of the opinion that the above Disposal is in the best interest of SKPRES. This announcement is dated 25 August 2015.

icy97

EX-date	30 Sep 2015
Entitlement date	02 Oct 2015
Entitlement time	05:00 PM
Entitlement subject	Final Dividend
Entitlement description	Final single-tier dividend of 1.96 sen per share for the financial year ended 31 March 2015.
Period of interest payment	to
Financial Year End	31 Mar 2015
Share transfer book & register of members will be	02 Oct 2015   to   02 Oct 2015 closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	SYMPHONY SHARE REGISTRARS SDN BHDLevel 6, Symphony HouseBlock D13, Pusat Dagangan Dana 1Jalan PJU 1A/4647301Petaling JayaTel:0378418000
Payment date	26 Oct 2015
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	02 Oct 2015
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit	02 Oct 2015
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	0.0196

icy97

星光資源獲戴森新合約

財經企業14 Sep 2015 17:16
（吉隆坡14日訊）星光資源（SKPRES，7155，主要板工業）獲戴森有限公司（Dyson Ltd）頒發新合約，預計明年1月生效。

星光資源向馬證交所報備，獲得來自現有客戶戴森公司頒發新合約，合約內容是為戴森公司製造全新無線吸塵器。

該公司稱，是項合約預計將積極貢獻公司2016和2017財年的營業額以及收益表，尤其將顯著貢獻2016年開始、5年內的年度營業額。
　
星光資源是戴森公司在本地的合約製造商之一，為后者組裝一系列產品，包括立式吸塵器、烘手機和無葉風扇。【中国报财经】

Type	Announcement
Subject	OTHERS
Description	SKP Resources Berhad (SKP or the Company) - Award of Contract by Dyson Ltd
The Board of Directors of SKP Resources Berhad (“SKP” or “the Company”) wishes to announce that the Company has secured a new contract from its existing customer, Dyson Ltd. (“Dyson”), for the manufacturing of Dyson’s cordless vacuum cleaners (“Contract”).  The Contract is scheduled to commence in January 2016. SKP, one of Dyson’s contract manufacturers in Malaysia, currently assembles a range of Dyson products, including upright vacuum cleaners, hand dryers and bladeless fans.  The latest Contract marks another milestone for SKP and is expected to contribute significantly to the company’s annual revenue for five years, beginning 2016. Financial Effects The Contract is expected to contribute positively to the Group's revenue and earnings for the financial years ending 31 March 2016 and 31 March 2017. Directors' and Substantial Shareholders' Interest None of the directors and substantial shareholders of the Company and/or its subsidiaries or any persons connected to them has any direct or indirect interest in the Contract. Board of Directors’ Statement The Board of Directors of SKP is of the opinion that the Contract is in the best interest of the Company. This announcement is dated 14 September 2015.

icy97

Type	Announcement
Subject	OTHERS
Description	SKP Resources Berhad (SKP or the Company) - Award of Contract by Dyson Ltd
Further to the Company’s announcement dated 14 September 2015 pertaining to the Award of Contract by Dyson Ltd (“Contract”) to SKP, the Board of Directors of SKP wishes to append herewith additional information as follows:- 1. The value of the Contract is about RM600 million per year. 2. The tenure of the Contract is five (5) years. 3. The Company does not foresee any exceptional risk other than the normal business risk associated with the Contract. The Company will take the necessary steps to mitigate the risks as and when it occurs. This announcement is dated 15 September 2015.

icy97

星光資源 股價未全面反映價值

財經股市15 Sep 2015 22:00
（吉隆坡15日訊）星光資源（SKPRES，7155，主要板工業）再獲主要客戶戴森有限公司（Dyson）新合約，但公司並不完全依賴戴森合約，30%產能來自其他公司，唯現有股價未全面反映價值，分析師給予“跑贏大市”評級，目標價1.71令吉。

星光資源今日向馬證交所指出，獲得的戴森合約一年約為6億令吉，並且為期5年。

根據大眾投資研究報告，星光資源獲得這份額外，符合該行認為會從Dyson公司獲得更多合約的預測，料未來數年可獲得成長。

“星光資源有30%產能來自非戴森公司業務，其中包括一些世界知名企業。公司放眼提高附加價值服務的需求，及電子與電器產品的塑膠產品，以幫助推動業務成長，估計成長範圍在8%至10%。”

該股今年迄今表現良好，股價翻漲一倍以上，但未完全反映公司在未來2年至3年的成長前景。

“我們重申跑贏大市評級，目標價維持1.71令吉。因合約價值高于預期，故上調盈利預測。”【中国报财经】


每年订单额6亿 星光资源获戴森续约5年

财经新闻 财经  2015-09-18 11:22
（吉隆坡17日）星光资源（SKPRES，7155，主板工业产品股）补充说明，来自戴森（Dyson）的新订单为期五年，每年订单额为6亿令吉。

星光资源上周一宣布，从大客户戴森手中获得新订单，为后者供应无线吸尘机，唯没有详情说明合约内容。

该公司由明年1月开始，为戴森供应无线吸尘机，将为公司贡献未来两年的营业额和净利。

这项消息符合市场预测，大众投行研究分析员更认为，这项订单在未来所贡献的净利可能比预期高。

另外，星光资源股价在今年已上涨109.4%，不过分析员认为，目前的股价还未完全反映出未来的正面展望。

“虽然股价已经暴涨，我们认为股价却还未反应出该公司在未来2至3年的乐观展望。”与此同时，达证券分析员察觉到，新合约显示出星光资源加深依赖戴森，同时也展现两者稳健的贸易伙伴关系。

贡献40%营业额

戴森是星光资源最大的客户，贡献了约40%营业额。

大华继显研究同样看好星光资源，除了上调净利预测，也将早前的目标价1.30令吉，调高至1.50令吉。

“我们调高2016至2018财年的预估净利6至20%，若星光资源未来再获得新订单，业务赚幅增加，我们可能再次上修净利预测。”【南洋网财经】