EPF Acquired 140,300.000 CIMB'S UNITS SHARES on 20/01/2014 .

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1524797

I notice few bluechip counter has become non shariah compliance and therefore local fund

need to shift their money to a shariah compliance counter like BRAHIMS.

Potential M&A activities. Management said there was nothing on the table at the moment. Deriving revenue and cost synergies were challenges when undertaking domestic M&As while with respect to overseas M&As, valuations were not particularly compelling at this juncture.

Cost savings from MSS to kick in from 2014. Management guided for annual cost savings of MYR130m from last year’s MSS exercise, which led to 1,200 employees leaving the group.

For 2014, management does not expect to incur any further lumpy expenses and targets to lower the cost-to-income (CIR) ratio by growing revenue faster than costs. CIMB group’s 9M13 CIR stood at 59%, the highest among the banks we cover, but flip side is that we think there is more scope for cost control measures and room for improvement ahead.

Investment case. We leave our MYR8.90 FV (target 2014 P/E of 14x)
unchanged. We see value at the current price and maintain our BUY call.
CIMB is one of the key beneficiaries of the Economic Transformation
Programme (ETP).

Cost savings from MSS to kick in from 2014. Management guided for
annual cost savings of MYR130m from last year’s mutual separation
scheme (MSS) exercise, where 1,200 employees left the group. For
2014, management does not expect to incur any further lumpy expenses
and targets to lower the cost-to-income (CIR) ratio by growing revenue
faster than costs.

Strong non-interest income in 4Q13. CIMB had a good 4Q13 for noninterest
income, with volumes particularly strong for rates and bonds.
1Q14 has thus far been healthy for the debt capital market team but
management thinks IB activities could be volatile this year.

Asset quality still holding steady. Regionally, there were no major
issues in terms of asset quality, save for two small legacy loans in
Thailand and a legacy loan in Malaysia. While management hinted at
additional provisioning being required for the legacy loan in Malaysia,
group credit cost is expected to remain at 30-40bps for 2013 and 2014.

Cost control is still in focus, and
last year’s MSS exercise should kick in this year and give rise to annual
savings of MYR130m. Finally, IB activities have been strong in 4Q13
and YTD but lack visibility at this juncture. Maintain BUY.

Management has turned more bullish on Indonesia and expects CIMB
Niaga to post stronger loan growth this year. Another positive is that
asset quality has held up well thus far.

有时候不太需要refrrence，因为价钱处以低价位置。
investors 会趁低吸纳。

1. Tol money to pay highly will increase after CNY,
Benefit to SILKHLD surely.
2. SILKHLD r confirm to get beneficial fr Petronas.
3. 2014, is a good year performence to SILKHLD.
4. The share price not suppose at below RM1.00.

Sorry lo, Kossan will rebound begin next Monday.

IMPOSSIBLE at rm6.00!
大家都在玩心里战。

Whenver thre price drop, its provided us a good platform (Brahim's door open to attract investors) to entry into BRAHIMS.

I not think so, SILKHLD's price r expected will still climb to next higher lever by next week.

Agree with newbie91.
Director is the person who know the latest news regarding DAYA potential growth to go.
Monday continue will up.
expert trade at rm0.435- rm0.465.

U think, sekaligus bought at 3,000.000 units Daya shares.
Must be something good will happen to Daya next round.

OTHERS EXTENSION OF CONTRACTS FOR THE PROVISION OF TWO (2) 60MT ANCHOR HANDLING TUG SUPPLY VESSELS
SILK HOLDINGS BERHAD

Type Announcement
Subject OTHERS
Description EXTENSION OF CONTRACTS FOR THE PROVISION OF TWO (2) 60MT ANCHOR HANDLING TUG SUPPLY VESSELS

1. INTRODUCTION

Further to the announcement dated 17 July 2012, SILK Holdings Bhd (“SILK”) is pleased to announce that its subsidiary, Jasa Merin (Malaysia) Sdn Bhd, had accepted the award of contracts extension by ExxonMobil Exploration and Production Malaysia Inc. for the provision of two (2) 60MT Anchor Handling Tug Supply Vessels.

2. DURATION OF CONTRACT

The contracts extension, which will commence on 2 February 2014 and 5 February 2014 respectively, are for a one (1) year period.

3. RISKS FACTOR

The risks associated with the contracts are mainly operational. Notwithstanding this, the Management shall always ensure strict compliance to the safety and operational procedures in the execution of contract requirements.

4. FINANCIAL EFFECTS

The contracts extension valued in total at approximately RM23.287 million are expected to contribute positively to SILK Group earnings and assets for the financial year ending 31 July 2014. The contracts extension are not expected to have any effect on the issued and paid-up share capital and shareholding structure of SILK.

5. DIRECTORS’ AND MAJOR SHAREHOLDERS’ INTERESTS

None of the Directors or major shareholders or persons connected to the Directors or major shareholders have any direct or indirect interests in the above mentioned contracts.

6. DIRECTORS’ STATEMENT

The Board of SILK is of the opinion that acceptance of the contracts are in the best interests of SILK Group.

Will happen as what u mention regarding company private.
But its juz a matter of time.
还没到这个时间，
when its happen, we not able to buy at below RM1.00.

NOW at Rm4.10 good to buy in, good price to buy.

Business News

Home > Business > Business News

Published: Friday January 24, 2014 MYT 12:00:00 AM
Updated: Friday January 24, 2014 MYT 8:33:44 AM
Kossan to set up RM10mil plant in Indonesia


PETALING JAYA: Kossan Rubber Industries Bhd plans to build a technical rubber product manufacturing plant worth RM10mil in Jakarta in the second half of the year to tap Indonesia’s growing automotive industry.

General manager of group corporate affairs and business development Edward Yip said the company had acquired 2.2ha of industrial land in Jakarta for about RM6.6mil last year.

“We are upbeat on the Indonesian market’s potential.

“It has one of the highest car sales recorded, on par with China in the last two to three years,” he said at the “Spotlight on Malaysia 2014” forum.

He said the construction of the plant would take about eight months to complete.

Yip said Kossan was also looking to grow its rubber gloves production in Vietnam.

The glove maker is targeting its earnings to grow 20% to 25% in the next three years, excluding the expansion in Indonesia.

He said the group expected its glove manufacturing capacity to grow by five to six billion pieces to reach 22 billion upon completion of its three plants in the Klang Valley this year.

BUY IN KOSSAN B4 TOO LATE !

This Counter is going like TAS or Perdana that time I bought at below RM1.00.

?http://www.theedgemalaysia.com/business-news/272384-flash-kossan-says-investors-can-expect-higher-dividends-this-year.html

REBOUND BACK THE PRICE.

KOSSAN SAID INVESTORS CAN EXPECTED TO GET HIGHER DIVIDEN PAY.

Trend is still good. Buy now!
IS GOOD OPPORTUNITIES.

Will reach rm0.695.

SILKHLD IS KING OF AHTS.( SILK控股【SILKHLD】，大{盗}变船王)

Potential OG contracts sure got until 2018 i think.
SILKHLD sure get benefit fr Petronas's contracts.
Solid increase the price day by day begin today.

SILKHLD- poised for breakout?

Author: Alex Lu | Publish date: Wed, 22 Jan 16:23 | >> Read article in Blog website

1. There was a report that SILKHLD has been invited by Petronas to tender for the supply of

medium & large offshore supply vessels (OSVs).

2. The business, if materialized, will be

undertaken by Jasa Merin (M) Sdn Bhd, the second largest OSVs owner in Malaysia.

Petronas is reported to require 20 vessels in the upcoming tender.

3.In addition, SILKHLD is the owner of the 37-km Kajang SILK Highway, which is a loss-making

due to financial charges and amortization.

4. The company reported a net profit of RM4.4 million

for FY2013 due to pre-tax profit contribution from the O&G segment of RM41.7 million.

5. If SILKHLD can surpass the horizontal line RM0.55, the stock could launch into an uptrend

which could hit the resistance at RM0.80.

First thing we invest in certain shares is that

The campany earn money, not losing money.

KNM this making loss money also fly,

What do u think of Silkhld in 2014?

Price is sure fly.

Silkhld got 15艘三用工作船【Anchor Handling Tug Supply，AHTS

is more than Perdana, Icon.

2013年12月31日 傍晚5点21分
纳吉新年献词为通膨灭火
暗示大道过路费将会涨价


18
百物涨价掀起滔天民怨，首相纳吉在新年献词中为涨价潮灭火，一方面强调削减津贴的迫切，一方面承诺政府设立机制，以减缓人民面对的通膨冲击。

纳吉在献词中提到设立涨价缓冲机制时，直指是为了电费与过路费涨价而设，暗示大道过路费将会调涨。

“我们将会设立机制，以减缓人民面对的电费与过路费涨价冲击。首相署表现管理及传递单位将有新的建议，以减轻生活负担。”

在此以前，工程部长法迪拉表示，虽然根据大道特许经营合约，数条大道过路费将在明年涨价，但是政府至今仍未发出指示给予任何大道公司。

想不到，SILK控股的股东们，不仅是大盗【大道译音】，还是船王，恭喜恭喜。

投资以岸外支援船为主要业务的故事，需要注意的是：

1. 船只使用率

世界海事2012年的使用率为70%，在2013年则提高80左右%。

2. 规格 - 每制动马力【简称bhp】

在20年前，我国的油田多属于浅水的，因此只需使用马力较小【5000匹马力左右】的三用工作船船。

目前，开采石油的范围越来越往外扩展，变成深水油田为主，所以需要用马力较大【1万匹马力以上】的船。

3. 每日租船费率【DCR】

一些规格较低的三用工作船，其平均租船费介于1.90至2.10美元【每马力每天】

4. 船只是自己拥有的又或者是第三方出租【Third Party Vessels】的。

第三方租约船只，估计赚幅只有10%至15%。

5. 所获取合约或订单的内容

如果是为空船获取合约，那么就能带来新的净利。

如果是为现有出租的船只获取续约合约，那么这只能让公司未来的净利得到保障。

目前，Jasa Merin手上也在制造额外3艘三用工作船，预计2014年年头将竣工。

2. 3艘供应船【Straight Supply，SSV 】

特别设计的供应船是往返岸外工作基地运输干散货和液体的船只

Jasa Merin旗下的18只船舰分别是：

1. 15艘三用工作船【Anchor Handling Tug Supply，AHTS】

三用工作船主要作用起抛锚、拖带、供应用途，所以也称锚拖供应船

鉴于油气领域支援业务明年前景正面，SILK控股为扩张油气领域支援业务，耗资约4千954万5千令

吉收购Jasa Merin的联营伙伴GMV-Jasa私人有限公司旗下4家船务公司的其余49%股权，以便可

全面控制该船舶营运公司。

4家船务在2013财政年贡献SILK控股441万3千令吉净利，在收购余下股权后，净利贡献将增加至

641万9千令吉，预计可额外贡献年度税后净利200万令吉。

Jasa Merin是一家船舶营运公司，SILK控股占其70%的股权，剩余30%则由登嘉楼州政府持有。

Jasa Merin是油汽勘探和生產公司的首选合作伙伴的地位，

目前该公司旗下拥有18只船舰，且占用率非常理想达70%。

SILK控股有着其他发展空间，那就是油气领域。

2003年12月17日上市的SILK控股，原本是一家大道公司，拥有加影外环大道特许经营权33年的合约至到2037年。

SILK控股【SILKHLD，5078，主板基建计划组】的两大业务：

1.大道基建业务
2.油气支援业务

pang72, is cheating ppls. I checked already 5 years ago,
only today is highest price, almost near at RM7.50.

If the time has come, we will not buy at rm0.40-rm0.495 that cheap price.

Buy first b4 the price fly.

Daya, still not the time for more and more investors to buy.

The time will come soon, jus we dunno when Daya will like

KNM fly today.

I think stiil can buy in bcos Lembaga Tabung Haji ups stake in Brahim’s Holdings .

TP rm3.00- rm3.50

Top 10 stocks to watch in 2014,
One of them is DAYA.

Iris vs Daya

I choosed Daya & I believed the potential growth in 2014.

Business News

PETALING JAYA: Norges, Norway’s sovereign wealth fund which ranks as one of the world’s largest funds with some US$810bil (RM2.5 trillion), has taken up some 18 million Daya Material Bhd’s shares at 34.5 sen under the latter’s recently concluded 10% private placement, according to sources.

This means that Norges now owns about 1.3% of Daya.

“Norges initially wanted 30 million shares. However, there wasn’t enough to go around. They may buy from the open market instead,” said a source.

The source added that the placement, which comprises 125 million new shares, had been oversubscribed by three times by institutions, which included names like Public Bank Bhd, HwangDBS and Allianz, among many others. Permodalan Nasional Bhd was also one of the takers of the placement shares.

These new placement shares have been listed on the market since Jan 3.

Daya was one of the star performers of Bursa Malaysia last year, with its share price appreciating 116% that year, fuelled by charter contracts from the Norwegian region. The earnings from these contracts are set to be realised this year. It closed Monday at 40.5 sen.

“Securing Norges as a shareholder is a coup for Daya. It is a positive endorsement from an independent party, and reflects that Daya has received international affirmation,” said one fund manager, who had put in his bid for the placement.

Norges, also referred to as the Norwegian oil fund, is managed by Norges Bank Investment Management, the asset management unit of the Norwegian central bank. Norges is mandated to hold 60% in stocks and 35% in bonds, and is aiming to build up a 5% holding in real estate. As at end-September, it held 63.3% in stocks, 35.5% in bonds and 0.9% in real estate.

Daya, which was previously a downstream oil and gas player, has seen its fortunes change since it ventured upstream via the formation of its new subsidiary Daya Offshore Construction Sdn Bhd.

On Aug 16, Daya clinched a seven-year charter contract from Technip Norge AS for the provision of a subsea construction vessel. This project will run for 100 to 175 days per annum commencing in 2014 with an estimated value of RM250mil to RM440mil.

On Sept 3, Daya won again with Technip, when it secured another three-year contract for a period of 100 to 175 days worth RM100mil to RM176mil.