Please note the above does not means Mazda sales, is for total car sales. sorry if any misleading. The URL show completed story.

Big jump in March sales just before GST implementation
http://www.motortrader.com.my/news/big-jump-in-march-sales-just-before-gst-implementation/

haha, 樂觀其成

land ? Stock all written off?

Thanks gungho92 for your good comment.

Can anyone enlighten me the reason/impact/symptom of the above directors' shares transfer? Many thanks.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1928357

Type of transaction Date of change No of securities Price Transacted (RM)
Transferred 08/04/2015 5,000,000 1.150

門前冷落車馬~~~~~無!!!!!!

haha, whole day only my transaction....

Anyone here got March Mazda selling report? or any friend working in Mazda Sales? How is their shop March result? Is it better than Feb?

Finally decided to buy this stock.....

It is great, thanks. If it is ok, can you update March-2015 once you figure it out too?

Dear cruger12345, thanks for your update on Mazda Sales, actually I kept searching and only find article dated 30-3-2015 at http://www.motortrader.com.my/news/category/market-reports/.
But on 28-3-2015 you already know, may I know your source? Many thanks.

Anyone got New vehicle sales by brand for February 2015

敗也中國?成也中國?

Can LIONIND make it this time, to RM2?

haha

Any impact ? Good or bad?

LION CORPORATION BERHAD

Type Announcement
Subject OTHERS
Description LION CORPORATION BERHAD (“LCB” OR “COMPANY”)
(I) PROPOSED AMENDMENTS;
(II) PROPOSED LCB TERM-OUT; AND
(III) PROPOSED WAIVER OF PENALTY INTEREST

We refer to the announcements dated 30 June 2014, 14 July 2014, 20 January 2015, 17 February 2015 and 27 February 2015 in respect of the Proposals (“Announcements”). Unless otherwise defined, all defined terms used in this announcement shall carry the same meaning as defined in the Announcements.
The Board of Directors of LCB wishes to announce that the Proposals and the Proposed Acquisition of LCB Bonds/Debt/RCSLS were completed on 11 March 2015.

嚴冬正甚, 不堪其寒? 可有早春之像否??

反倾销税和电费下调助益不大 钢铁业盈利难显著改善
财经新闻 财经 2015-02-14 08:50



1 of 2
（吉隆坡13日讯）虽然政府宣布对中国和印尼进口的热轧钢（HRC）实施反倾销税及下调电费，有助于缓解钢铁业者面对的冲击，但市场人士认为，这不足以协助业者大幅改善盈利。
昨天，国际贸易与工业部（MITI）宣布，大马对中国进口的热轧钢卷，实施介于2.49%至12.19%的反倾销税，并向印尼实施11.20%的反倾销税。
不过，我国政府并无向韩国实施反倾销税。
除了热轧钢之外，政府也会向中国和印尼进口的花纹钢（Chequered coils），分别实施15.62%和25.40%的反倾销税。
相同的，也会向中国和印尼进口的酸洗钢卷（Pickled and oiled coils），分别实施15.62%和20.56%的反倾销税。
贸工部将从明日（2月14日）开始实施反倾销税，该项措施有效期为5年。
贸工部发文告指，在调查中国、印尼和韩国出口的热轧钢卷反倾销事件后，决定实施该项措施。
解决贸易不公问题
去年6月19日，政府根据美佳钢铁（Megasteel）的投诉，展开反倾销调查。
美佳钢铁投诉，源自中国、印尼及韩国的热轧钢，以比市价更低的价格进口我国。
贸工部说，政府已对国内生产商和进口商，以及被指控国家的生产商和出口商，进行和完成一项详细的调查。
“在向这些国家进口热轧钢实施反倾销税后，相信可解决不公平贸易的问题。”
早前，大马钢铁工业联合会，也向贸易与工业部（MITI）建议，推出更多措施保护国内业者的利益，这包括初步反倾销赚幅调查、设立独立贸易措施委员会、限制增加新产能、要求政府购买我国制造的钢铁等。
产能使用率低 难达收支平衡
大众投行分析员向《南洋商报》指，政府实施反倾销税，有助于提高钢铁业者的盈利赚幅，加上电费下调，可促使成本下降。
“这意味着钢铁领域拥有更好的前景，这间接也有助推动钢铁股的股价。”
不过，Inter Pacific研究主管冯廷秀却认为，这两项正面因素，不足以大幅推动钢铁业者的盈利。
他指，目前国际钢铁价格低，加上大马市场规模小，无法吸收市场的供应量。
“我国钢铁业者的产能使用率偏低，无法达到收支平衡，且下调售价会影响净利表现。因此，政府实施的反倾销税和下调电费，仍不足以大幅减轻业者面对的困境。”
他说，今年钢铁业者的前景，一如既往黯淡，不会有太大的改善。
此外，他认为，业者应该多元化至区域市场，提高产能使用率，降低成本。
业者营运压力暂缓
随着政府调低电费，兴业研究相信，能够暂时舒缓国内钢铁业者的营运压力。
国内业者大部分电弧炉使用约600千瓦（KWh）生产一吨钢坯；120至150千瓦生产一吨钢条，或从钢坯生产成钢线。
电费下调将会让上游或下游生产活动，每吨分别节省高达13.50令吉和3.38令吉。
安裕资源（ANNJOO，6556，主板工业产品股）将可在2015财年，节省210万令吉，但这偏低，因其小型的高炉每生产一吨钢坯，仅消耗300千瓦。
同时，金狮工业（LIONIND，4235，主板工业产品股）将可在2015财年，节省高达610万令吉，而大马钢厂（MASTEEL，5098，主板工业产品股）则省下接近270万令吉。
分析员指，由于电费下调仅维持4个月，所以省下的成本，将会被中国进口钢铁导致本地业者赚幅收窄而抵销掉。
“我们维持净利预测不变，因较低盈利赚幅，将抵销电力下调所节省的成本。”
报道： 姚思敏

Thanks bro. LIONIND also got land in taman supreme cheras, how much is it now?

errr....sorry bro...what is TH?

LIONIND got land in Penang

http://www.miti.gov.my/cms/content.jsp?id=com.tms.cms.article.Article_4bcea1a4-c0a81573-57ead1aa-1864c62d

http://www.miti.gov.my/cms/content.jsp?id=com.tms.cms.document.Document_52488247-c0a81573-29a260e7-15582b70&curpage=tt

http://www.miti.gov.my/cms/content.jsp?id=com.tms.cms.article.Article_166f6d4c-c0a8156f-35b220a3-80c1cc4c

PER SHARE of LIONIND holding PARKSON 0.7297??
AM I RIGHT?

胎動???

Pursuant to Paragraph 14.09(a) of the Bursa Malaysia Securities Berhad Main Market Listing Requirements, the following principal officers of the Company have, in consideration of the payment of a sum of RM1.00, accepted the options granted to them to subscribe for the respective number of new ordinary shares of RM1.00 each in the Company ("Share") at an exercise price of RM1.00 per Share for each option granted pursuant to the Company's Executive Share Option Scheme ("ESOS") as set out in Table 1 hereunder.

Refer to above, I want to ask, are the staff of lionind really take out RM1 to buy a share while now market price is 0.465?

LEMBAGA TABUNG HAJI buy.....why??

Mr. KB Yap, can you specify the published date of the article you posted above?

From me (14/12/2014 14:00):
I estimate the EBITA PAT is RM54,916,000 for FY14. if maximum exchg lost said minus 10MIL, beocome RM44,916,000. EBITA EPS will be 0.452, and EBITA PE as per RM1.6 will be 3.5423.
14/12/2014 14:00

correction to the above : my estimate EBITA PAT = PAT + [Depreciation of property, plant and equipment], is not the actual EBITA

Latitude Annual Report of 2008, P.6 DIRECTOR’S STATEMENT
"...
Overall, 2008 has been a taxing year for the Malaysia and Thailand operations as the US dollar broke ten years low and fuel prices reached record high.The results could have been better if not for the depreciation of dollar, higher raw materials and operating costs.
.."

So now oil price low, us dollars high....is the other way round of the situation....is the stock price already reflect this situation...?

Thanks so much for your good efforts.

Dear Cafe, not judging your content written above since I am no good in the area concerned, but I want to give you a like for your good effort. It really remind me not to blindly follow....

Based on the above, I believe low oil price is good for at least Latitude and Hevea, if not all furniture companies

Hevea AR2005, p.8

The reduction in PAT was attributed mainly to
lower revenue, margin erosion due to competition
and higher cost of production, which was the
result of higher cost of raw materials due to the
increase in oil prices.

blackdove : (the "oil" mentioned above shld be crude oil, right?)

Heve AR2006, p.8

The Operating Environment
The surge in prices of fuel and raw materials such as
rubber wood and glue, triggered by the increased oil
prices in early 2005 had stabilized in the second half of
2006.

Latitude 2005 AR, CHAIRMAN AND MANAGING DIRECTOR’S STATEMENT
Review of Operations
The year under review proved to be another challenging year for the Group with difficult market
conditions leading to continued downward pressure on pricing across key markets. In addition
to that, the surge in oil prices resulted in price increase in oil related materials such as coating
and packing materials and the record high price of rubberwood throughout the year under review
had also escalated the production costs. Against the backdrop of all these unfavourable
conditions, the Group had managed to maintain a satisfactory performance relying on its years
of experience and austerity measures.

Directors shares buy back

last time I bot skpres at 0.4, also I believe is historical high that time(if not wrong), but later I sold at 0.595...

I bot at 0.91, and not worry

My personal opinion, Latitude since 93% business from US, compare to Hevea which is not significant, will have much more advantage, unless US people think(for example only) : last time I spend USD100 can buy grade A product, now with same USD100 I can buy grade A+ product....

Again, for example, if Japan is the big customer to Hevea, and Japan need to use YEN convert to USD then only buy product from Hevea, if USD increase a lot to YEN, they may consider less buy??
The above my personal opinion for discussion only

MD got little share....with about 200K per annual..???

2 executives diretors annual income 415K, enough boh....

since i not go in yet thus I kind of happy seeing the price drop......no offence...

AR2013 P.97
(K)
Australia 16,092
Bangladesh 121
China 47,979
Europe 1,476
France 15,947
Hong Kong 3,286
India 20,009
Indonesia 9,644
Italy 215
Japan 135,268
Korea 31,622
Malaysia 40,361
Morocco 2,713
Myammar 428
Oman 2,049
Philippines 27,662
Portugal 766
Singapore 1,593
Sri Lanka 3,510
Taiwan 577
Thailand 412
United Arab Emirates 7,624
United Kingdom 11,636
United States of America 6,720
Vietnam 1,635
Others 162

Total 389,507

In HEVEA AR2013, p.97 Geographical information, Revenue from United States of America is : RM6720K out of 389,507K

In LATITUDE AR2014, P. 6, Chairman and Managing Director’s Statement

The United States remains the core market for the Group, accounted for approximately 93% of FY2014’s
revenue and the remaining revenue contribution were from other markets. In line with our expansion plans,
the Group plans to expand and diversify into other export markets with high growth potential such as Australia
and New Zealand, China, Russia, India and Indonesia.

Bro. please read P.82, Note 22(i)