Showing posts with label SASBADI 5252. Show all posts
Showing posts with label SASBADI 5252. Show all posts

Thursday, July 30, 2015

文语控股 全年盈利恐不达标
















目标价:2.47令吉
最新进展

文语控股(SASBADI,5252,主板消费产品股)截至5月底第3季,净赚311万4000令吉,按年涨3.7%。

同期营业额也年增5.17%,录得1886万8000令吉。
合计首3季,净利年增18.73%至1310万令吉,优于去年同期的1103万3000令吉。

行家建议
首9个月的净赚,占全年预期的75%。由于次季和第三季为通常表现较强劲的季度,相比下末季较疲弱,因此全年盈利恐不及预期。
管理层早前也预估,在消费税落实后,将冲击末季销售量。
而事实上,开斋节期间的销量已经走低。
由于纸张成本占文语控股销货成本(COGS)的38%,因此若纸价走高将造成负面影响。
无论如何,消费税影响购兴,但相信公司业务仍具有弹性。
在等待和管理层会面之际,暂维持财测不变,并根据折扣现金流动(DCF)计算,将早前2.25令吉的目标价上修至2.47令吉。


分析:安联星展研究 http://www.nanyang.com/node/714617?tid=462

銷售疲軟‧文語控股盈利或下跌

吉隆坡29日訊)文語控股(SASBADI,5252,主板消費品組)最新業績平平,分析員認為隨著消費情緒疲軟,該公司盈利將有下跌風險。

安聯星展研究表示,文語控股第三季業績未帶來振奮,核心淨利按季下跌62.5%和按年增加3.7%至310萬令吉,帶動首9月淨利上漲19%至1千310萬令吉,相等於全年財測的75%。


但是,該公司盈利有下跌風險,因為第四季是傳統較弱的季度。
管理層也在財報中指出,由於消費稅開跑,預料第四季(6至8月)銷售將疲軟。
“我們瞭解到文語控股現季度的銷售已放緩,本月開齋節期間的銷售也走軟。”
該行原本預期文語控股的業務相對強韌,但隨著第三季業績平平和下一季可能不佳,如今預料其盈利有下跌風險。
豐隆研究:業務可保持強韌
豐隆研究也也預期下一季盈利可能放緩,因消費稅實施令購買力降低,但該公司商業模式穩定,相信業務應可保持強韌。
該行看好文語控股的創新能力和涉及教育領域的獨特優勢,惟其股價今年來已飆漲84%,相比綜指為下跌3%,由於上升空間有限,因此將該股降級。

(星洲日報/財經‧文:李勇堅)

文語控股盈利料有下跌風險

(吉隆坡29日訊)文語控股(SASBADI,5252,主板消費品組)最新業績平平,分析員認為隨著消費情緒疲軟,該公司盈利將有下跌風險。
安聯星展研究表示,文語控股第三季業績未帶來振奮,核心淨利按季下跌62.5%和按年增加3.7%至310萬令吉,帶動首9月淨利上漲19%至1千310萬令吉,相等於全年財測的75%。

(星洲網)

文语第3季赚311万

(吉隆坡28日)文语控股(SASBADI,5252,主板消费产品股)截至5月底第三季,净赚311万4000令吉,或每股盈利2.45仙,按年涨3.66%。
同期营业额也年增5.17%,录得1886万8000令吉。
合计首9个月,净利年增18.73%,至1309万9000令吉,或每股盈利10.31仙,优于去年同期的1103万3000令吉。
同期营业额报6730万4000令吉,按年扬8.67%。
公司指出,教材出版与分销、经销应用学习产品和线上教育业务的贡献提升,抵消教育印刷出版业务表现放缓的冲击,为业绩带来提振作用。


BursaAnnouncement: Quarterly rpt on consolidated results for the financial period ended 31 May 2015

SASBADI HOLDINGS BERHAD

Financial Year End31 Aug 2015
Quarter3 Qtr
Quarterly report for the financial period ended31 May 2015
The figureshave not been audited

Attachments

  • Default Currency
  • Other Currency
Currency: Malaysian Ringgit (MYR)

SUMMARY OF KEY FINANCIAL INFORMATION
31 May 2015

 
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 May 2015
31 May 2014
31 May 2015
31 May 2014
$$'000
$$'000
$$'000
$$'000
1Revenue
18,868
17,941
67,304
61,932
2Profit/(loss) before tax
4,299
4,039
18,050
14,975
3Profit/(loss) for the period
3,114
3,004
13,099
11,033
4Profit/(loss) attributable to ordinary equity holders of the parent
3,114
3,004
13,099
11,033
5Basic earnings/(loss) per share (Subunit)
2.45
2.84
10.31
10.43
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
7Net assets per share attributable to ordinary equity holders of the parent ($$)
0.8100
0.7400

Definition of Subunit:
In a currency system, there is usually a main unit (base) and subunit that is a fraction amount of the main unit.
Example for the subunit as follows:
CountryBase UnitSubunit
MalaysiaRinggitSen
United StatesDollarCent
United KingdomPoundPence



Announcement Info

Company NameSASBADI HOLDINGS BERHAD
Stock NameSASBADI
Date Announced28 Jul 2015
CategoryFinancial Results
Reference NumberFRA-28072015-00001

all about SASBADI

文語260萬購PMI進軍高教

(吉隆坡1日訊)文語控股(SASBADI,5252,主板消費品組)耗資260萬令吉收購PMI教育私人有限公司的100%股權,藉此掌控後者旗下的Mantissa學院,進軍高等教育領域。

該公司透過文告說,上述收購為集團提供了涉足高教服務供應市場的機會,而這亦在集團的核心教育方案供應業務內,這項收購計劃預計在2016財政年首季完成。


(星洲網)

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评级上调 文语应声走高

(吉隆坡2日讯)高赚幅,盈利前景佳,以及高周息率预期將支撑文语控股(SASBADI,5252,主板消费股)的表现,肯纳格研究分析员將该公司的投资评级至「短线买进」。
分析员指出,文语控股赚幅高,其未计算利息、税项、折旧及摊销之盈利(EBITDA)赚幅稳企於25%,同时,业务抗跌性强。
因此,分析员相信,该公司2015和2016財政年盈利將成长14%至29%,此外,收购和联营策略也预期可带来潜在的盈利惊喜。加上,净週息率料为3.3%,该股潜在回酬將可达16%。
这种种的有利因素,促使分析员上调该公司的评级。
在评级上调的利好因素带动下,文语控股今日以2.47令吉开盘后,股价节节上涨,盘中一度去到全天最高的2.60令吉,最后收报2.49令吉,全天上涨12仙或5.06%,成交量达39万9700股,位居全场20大上升榜第23名。

跑贏大市

肯纳格研究在今年5月5日发表文语控股的分析报告之后,该股股价从当时的2.21令吉,上涨6.19%,至6月26日的2.40令吉,与富时综指小资本股指数相比,跑贏大市。
分析员相信这强劲的股价表现,主要因为文语控股的出版印刷和在线教育业务表现不俗,为公司2014財政年的营业额贡献90%。
展望未来,分析员预计该公司2015及2016財政年,出版业务將分別攀升11.5%和13%,以支撑营业额成长13%和12%。
另外,文语控股日前宣布以260万令吉,收购PMI教育私人有限公司100%股权,这並不是上市时公佈的计划之一,该公司將通过內部资金支付(截至今年2月28日,文语持有2500万令吉的净现金流)。分析员认为,收购价仍合理。
PMI教育私人有限公司在吉隆坡TTDI开设文德学院(Mantissa College)。文语控股目前正擬定將文德学院转亏为盈的策略;不过,即使该学院持续亏损,对文语的影响也是极微的。惟因为未掌握更多详情,分析员暂时未將收购所贡献的盈利纳入计算。
与此同时,文语控股曾宣布正与一家本地中文出版社洽谈收购事宜,计划在年尾完成收购。目前公司已从IPO所筹集的资金中拨出1150万令吉(约46%)进军中文传统学校和应用教学业务。
此外,文语控股凭借在线互动网络学习系统(I-LEARN计划)与印尼PTErlangga公司合作,该公司预计在今年8月於印尼推出这网络產品(按照新学年的开始)。
有鑑於此,分析员看好这是该公司积极在其网络业务上取得多元化收入。
管理层指出,网络学习计划是给予7至9年级的学生(相等於大马中一至中三)。
总的来说,I-LEARN学习平台是印尼教材出版公司PTPenerbitErlangga(PPE)通过订阅的商业模式,提供网络教学应用予印尼学生。
在双方协议下,PPE必须先支付一次性不可退换费用30万美元(约97万8000令吉)予文语控股(30%已在首季支付,余额则在第3季支付),以及净销售额的8%专利权费用。惟分析员尚未將任何潜在贡献纳入预测。

因此,基于2016財政年17倍预测本益比计算,分析员给予该公司2.68令吉的目標价。http://www.orientaldaily.com.my/business/cj200015641

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文語控股勁升12仙 業務抗跌力強

財經股市2 Jul 2015 20:59

 (吉隆坡2日訊)文語控股(SASBADI,5252,主要板消費)營業額穩定成長,加上業務抗跌力強,前景獲看好,盤中一度上漲23仙或10%至2.60令吉,為2014年7月上市以來最高水平。

 文語控股今日開盤時,起10仙至2.47令吉,隨后持續上漲,高漲23仙或10%至2.60令吉,晉十大上升股榜。

 休市時,該股報2.49令吉,起12仙,半日易手32萬9100股;閉市時,該股起12仙至2.49令吉,成交量達39萬9700股。

 根據肯納格證券研究報告,文語控股從5月初至6月底股價增長6.19%,顯著跑贏同期富馬小型股指數,相信股價表現強勁很大原因是公司能抵禦經濟不景氣的業務,即出版印刷和線上教材,佔公司2014財年90%營業額。

回酬增至16%

 展望未來,該公司營業額料可穩健成長,預計利息、稅務、折舊與攤銷前盈利(EBITDA)賺幅會維持在25%,符合過往業績表現。

 “我們上調文語控股評級至短期買入,目標價為2.68令吉,相信估值可重估乃基于利息、稅務、折舊與攤銷前盈利穩定賺幅、2015財年和2016財年收益成長為14%至29%、彈性業務,及業務收購和結盟可帶來潛在收益驚喜。加上3.3%淨股息回酬,該股潛在給予股東回酬增至16%。”http://www.chinapress.com.my/node/634810

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盼8月杪前完成 文语控股近期宣布并购 2015-07-21 10:58


(吉隆坡20日讯)继收购曼迪沙学院(Mantissa College)后,文语控股(SASBADI,5252,主板消费产品股)将在未来几周内,落实另一项收购活动。
《星报》引述董事经理刘庆辉谈话报道,文语控股期望可在8月底财年结束前达成收购协议,但拒绝透露更多资讯。
目标是华文出版社?
不过,曾有市场人士指出,该公司计划收购本地华文出版社,进军华文国民学校领域。
文语控股于上月29日,以260万令吉收购吉隆坡曼迪沙学院,刘庆辉表示,目前学院有300名学生,而公司计划保留这些学院资产和员工。
同时他期望,能够借助文语控股的当前市场,提高新生人数,特别是已考大马教育文凭(SPM)、之后将进入高等学府的学生。
“学生人数越多,公司赚幅越高。”
他指出,若按照计划,曼迪沙学院可从2016财年开始贡献盈利,只是最初几年的贡献较少。
安联星展投行研究分析员谢京荣则点出,该公司将因这项新业务而面临风险,不过优秀的管理可抵消这项风险。
文语控股于去年上市,主要业务为出版、印刷和供应教育用途书刊。
该公司也授权印尼公司销售网上学习软件,在无成本的优势下进军印尼市场。http://www.nanyang.com/node/712999?tid=462




Wednesday, July 1, 2015

BursaAnnouncement : TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) : NON RELATED PARTY TRANSACTIONS PROPOSED ACQUISITION OF 100% EQUITY INTEREST IN PMI EDUCATION SDN BHD

SASBADI HOLDINGS BERHAD

TypeAnnouncement
SubjectTRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS
Description
PROPOSED ACQUISITION OF 100% EQUITY INTEREST IN PMI EDUCATION SDN BHD
The Board of Directors of Sasbadi Holdings Berhad (“Sasbadi Holdings” or “the Company”) is pleased to announce that the Company has on 29 June 2015 entered into a share sale agreement ("SSA") with Chua Chong Keow, Amir Hamzah Bin Mohd Yusof and Norizan Binti Samausi to acquire 100% of the issued and paid-up share capital of PMI Education Sdn Bhd, comprising 1,000,000 ordinary shares of RM1.00 each, for a purchase price of RM2,600,000.00 only subject to the terms and conditions in the SSA (“Proposed Acquisition”).
Upon completion of the Proposed Acquisition, PMI Education Sdn Bhd will become a wholly-owned subsidiary of Sasbadi Holdings.
Please refer to the attachment for further details on the Proposed Acquisition. 
This announcement is dated 29 June 2015. 


Please refer attachment below.

Attachments



Announcement Info

Company NameSASBADI HOLDINGS BERHAD
Stock NameSASBADI
Date Announced29 Jun 2015
CategoryGeneral Announcement for PLC
Reference NumberGA1-29062015-00033


文语控股 跨足学院有风险




目标价:2.25令吉
最新进展
文语控股(SASBADI,5252,主板消费产品股)将以260万令吉,收购PMI教育私人有限公司,后者在吉隆坡TTDI经营Mantissa学院。
目前,该学院提供18项高等教育课程,拥有接近300名学生。
行家建议
针对这项收购计划,我们看法“中和”。
虽然我们看好该学院和文语控股的出版业务将产生协同效应,但也谨慎看待该项收购或会带来商业和执行风险,因这是一项新业务。
但这投资规模偏小、文语控股拥有强烈进取精神和亲力亲为的管理层团队,以及PMI教育的管理层将会留守阵营扩展业务,所以相信有助抵销这些风险。
据悉,文语控股无需进一步注入庞大资本扶持新业务,因PMI教育的核心营运,在去年就已达收支平衡。
该控股将会通过内部融资进行收购,并预计在今年末完成。
我们持续青睐于文语控股的强劲基本面和亲力亲为的管理层,但基于该股距离目标价格2.25令吉的上升空间有限,所以维持“守住”投资评级。
分析:安联星展研究 


Source: http://www.nanyang.com/node/709705?tid=462

Monday, June 29, 2015

BursaAnnouncement: HOMERIZ - Notice of Book Closure - 26/06/2015

HOMERITZ CORPORATION BERHAD

1) Bonus issue of 100,000,000 new ordinary shares of RM0.20 each in Homeritz Corporation Berhad ("HCB") ("Bonus Shares") to be credited as fully paid-up on the basis of one (1) Bonus Share for every two (2) existing ordinary shares of RM0.20 each held in HCB at 5.00 p.m. on 7 July 2015.
2) Issuance of 50,000,000 free warrants in Homeritz Corporation Berhad ("HCB") ("Warrants") on the basis of one (1) Warrant for every four (4) existing ordinary shares of RM0.20 each in HCB held at 5.00 p.m. on 7 July 2015.
Kindly be advised of the following :
1)    The above Company’s securities will be traded and quoted “[Ex-All]” as from: 3 Jul 2015
2)    The last date of lodgment : 7 Jul 2015
3)    Retention Money: Where securities are not delivered in time for registration by the seller, then the brokers concerned:-
        a)    Selling Broker to deduct <1/3>, of Selling Price against the Selling Client
        b)    Buying Broker to deduct <33.33%>, of Purchase Price against the Buying Client
        c)    Between Broker and Broker, the deduction of <1/3>, of the Transacted Price is applicable.
Remarks 1:- The Bonus Shares shall be listed and quoted on the Main Market of Bursa Malaysia Securities Berhad on the next market day following the Entitlement Date. The notice of allotment of the Bonus Shares will be issued and despatched to the entitled shareholders of HCB within four (4) market days after the listing of and quotation for the Bonus Shares on the Main Market of Bursa Malaysia Securities Berhad. This announcement is dated 23 June 2015.
Remarks 2:- The Warrants will be credited into the central depository system accounts of the entitled shareholders of HCB and notices of allotment will be issued and despatched to the entitled shareholders of HCB at the address as per the Record of Depositors of HCB within eight (8) market days from the Entitlement Date. Entitled shareholders of HCB are not required to take any action. The Warrants will be listed and quoted on the Main Market of Bursa Malaysia Securities Berhad within two (2) market days after the application for the quotation of the Warrants has been submitted to Bursa Malaysia Securities Berhad. This announcement is dated 23 June 2015.
Remarks 3): "Bursa Malaysia Securities Berhad would like to clarify that on the basis of settlement taking place on 8 July 2015 with bonus issue of HOMERIZ shares of RM0.20 each, any shareholder who is entitled to receive HOMERIZ bonus issue shares, may sell any or all of his HOMERIZ shares arising from the bonus issue beginning the Ex-Date (3 July 2015). 
For example, if Mr X purchases 200 HOMERIZ shares on cum basis on 2 July 2015, Mr X should receive 200 shares on 7 July 2015. As a result of the bonus issue, a total of 300 HOMERIZ shares will be credited into Mr X's CDS account on the night of 7 July 2015 being the Book Closing Date. Therefore, Mr X can sell the bonus issue shares of 300 on or after the Ex-Date ie from 3 July 2015 onwards."

Announcement Info

Company NameHOMERITZ CORPORATION BERHAD
Stock NameHOMERIZ
Date Announced26 Jun 2015
CategoryListing Circular
Reference NumberILC-25062015-00011

BursaAnnouncement: TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) : NON RELATED PARTY TRANSACTIONS PROPOSED ACQUISITION OF 100% EQUITY INTEREST IN PMI EDUCATION SDN BHD

SASBADI HOLDINGS BERHAD

TypeAnnouncement
SubjectTRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS
Description
PROPOSED ACQUISITION OF 100% EQUITY INTEREST IN PMI EDUCATION SDN BHD
The Board of Directors of Sasbadi Holdings Berhad (“Sasbadi Holdings” or “the Company”) is pleased to announce that the Company has on 29 June 2015 entered into a share sale agreement ("SSA") with Chua Chong Keow, Amir Hamzah Bin Mohd Yusof and Norizan Binti Samausi to acquire 100% of the issued and paid-up share capital of PMI Education Sdn Bhd, comprising 1,000,000 ordinary shares of RM1.00 each, for a purchase price of RM2,600,000.00 only subject to the terms and conditions in the SSA (“Proposed Acquisition”).
Upon completion of the Proposed Acquisition, PMI Education Sdn Bhd will become a wholly-owned subsidiary of Sasbadi Holdings.
Please refer to the attachment for further details on the Proposed Acquisition. 
This announcement is dated 29 June 2015. 


Please refer attachment below.

Attachments



Announcement Info

Company NameSASBADI HOLDINGS BERHAD
Stock NameSASBADI
Date Announced29 Jun 2015
CategoryGeneral Announcement for PLC
Reference NumberGA1-29062015-00033