The proposed dividend represent an increase of 12.5% over the dividend paid in respect of the previous year. Dividend payout ratio represents a distribution of approximately 80% of the net profit. The management aims to maintain a policy of stable dividend payout to the shareholders in future.

First and final dividend (4.5sen). Ex-date: 24/11/2015.

A potential privatisation candidates with a net yield of 4.6% at the prevailing price of Rm6.90. Declared DPS of 32sen per share single tier tax exempt , ex-date will be 4/8/15. The stock is in an uptrend with support at Rm6.80 to Rm7.00.

Major shareholders acquired 0.042% stake from open market on 22/6/15. Will be there any possible corporate exercise?

Good improvement for its financial position. Net cash per share is around Rm0.03.

I believe Teo Seng could be a good stock for long term investment. But in short term, be alert that egg prices at the farm show price declines--- if compared with average egg prices on

***7.1.2015 *** 42.00 (Grade AA), 41.00(Grade A), 40.00(Grade B), 39.00(Grade C), 38.00 (Grade D), 36.00(Grade E) .

*** 6.5.2015 *** 35.00(Grade AA), 34.00(Grade A), 32.00(Grade B), 29.00(Grade C), 27.00(Grade D), 24.00(Grade E) .

The company’s fundamentals remain solid, with zero gearing, and should offer a sufficient buffer that would enable it to ride through a slowdown in the oil and gas sector.

2015年 值得期待与买进投资的净现金，高股息股项---[SAMUDRA]

因脱售资产，东洋工程（SAMUDRA）的财政情况，稳如泰山，在今年9月30日时，手头握有净现金9千2723万令吉（RM92,723,000）。

东洋工程[SAMUDRA] 总额（%）15.0 （4.5sen) 除息日: 04/03/15 付息日期: 30/03/2015

KEJURUTERAAN SAMUDRA TIMUR BERHAD (7185)

脱售资产现金充裕‧东洋工程(SAMUDRA,7185)寻购新业务
Mar 12, 2014

在脱售了Samudra石油和两台钻机后，手持丰厚现金的东洋工程（SAMUDRA，7185，主板贸服股）将持续寻觅新资产和业务，不过至今尚未有新进展。

====仅剩管道检测业务====
“我们仍会留在油气领域发展，有兴趣参与上游服务及与管道检测相关的业务等，因为我们有这方面的专才。”
虽然东洋工程脱售了Samudra石油和两台钻机，不过，手中还有管道检测业务能为其捎来营业额。
“管道检测业务目前对营业额贡献不大，仅为1000万令吉，过去3年平均税前盈利也只有100万令吉。”

隨著脫售Samudra石油和兩台鑽機，東洋工程將沒有重要的業務和營運，只剩下現金。這導致該公司被列入PN17行列。但東洋工程已表示欲保留上市地位，並已開始將目光投向油氣領域支援服務的新投資機會。

东洋工程将核心业务脱售，日后何去何从？是否又有机会『东』山再起呢？
等着瞧吧。

The plunging price of crude oil serves as a “buy-up call” for Samudra.
Most of the group’s assets are cash.

PN17:SPAC with DY of 9%
---Too good to be TRUE?---

Current weak oil price environment provides better bargain power for Samudra.
Samudra is ---a net cash company--- looking for oilfield assets and should potentially be able to negotiate for ---better pricing especially in the declining oil price environment.---
Share prices should be underpinned by cash backing per share.
Buy Samudra at share price 48sen per share now will provide DY of 9% is attractive for yield seekers.

Samudra should proposes to buy the share of oil and gas company listed in Bursa to increase the net cash value.
Target price Rm0.65 is possible to hit in 6 months time if there are upcoming RTOs due to:
(i) Net assets per share attributable to ordinary equity holders of the parent ($$) is Rm0.6630.

EX-date 04/03/2015
Entitlement date 06/03/2015
Entitlement time 05:00:00 AM
Entitlement subject First and Final Dividend
Entitlement description First and Final Single-Tier Dividend of 15% (4.50 sen per ordinary share)
Period of interest payment to

KEJURUTERAAN SAMUDRA TIMUR BERHAD

EX-date 04/03/2015
Entitlement date 06/03/2015
Entitlement time 05:00:00 AM
Entitlement subject First and Final Dividend
Entitlement description First and Final Single-Tier Dividend of 15% (4.50 sen per ordinary share)
Period of interest payment to
Financial Year End 30/06/2014

Ding dong bell~! Ding dong bell~! Ding dong bell~! Buy on weakness.

At share price 45sen per share, Samudra’s FY14 DY of 10% is attractive for yield seekers.

Better switch to Samudra. Becoz
Ding dong bell~! Ding dong bell~! Ding dong bell~! -------Samudra, a first and final single-tier dividend of 4.5 sen is around the corner. MERRY CHRISTMAS IN ADVANCE TO EVERYONEEEEE!

Ding dong bell~! Ding dong bell~! Ding dong bell~! -------Samudra, a first and final single-tier dividend of 4.5 sen is around the corner.

****USD appreciation. ****
Expect consumer sentiment to improve in the US and Europe as--- lower oil prices--- and ---key economic indicators remain positive----. This trend to carry over into many Asian economies. This bodes well for the furniture business and will likely increase demand for furniture products.

As US economy is in the process of recovery, this will benefit Jaycorp in the near term.
Next quarter's result should be much better due to higher orders for better margin products, strengthening of USD against RM.

General offer for cash-rich Mintye

Friction materials manufacturer Mintye Industries Bhd’s executive chairman Yeo Ah Tee and related parties are mulling a voluntary general offer to take the company private at RM1.60 and above. (Focus Malaysia)

Target price Rm0.65 is possible to hit in 6 months time if there are upcoming RTOs due to:
(i) Net assets per share attributable to ordinary equity holders of the parent ($$) is Rm0.6630.

Samudra is classified as a cash company due to:
(i) Tubular Handling and Running Services – SOLD to Destini Berhad
(ii) Tubular Inspection and Maintenance Services
(iii) Land Drilling Rig Services – SOLD to Indonesia’s party

As highlighted above, Samudra is currently classified as a PN17 company because it losses more than 88% of its revenue during financial year ended 30 June 2013 due to the above reason.

Samudra’s FY14 DY of 9.4% is attractive for yield seekers.

Buy on weakness. ----A PN17 company, not much related to oil and gas sector.----Under PN 17 the Company would have to regularise its condition by identifying new businesses and/or assets.----

---现金为王---
从消极角度看，长期拥有大量现金，被视为企业主没有充分利用资源，以加速企业盈利的增长。
但从积极的角度看，此类股票具有强韧的生命力，经得起暴风雨的吹袭，“现金为王”，此言不虚。

Cash is King. Samudra, a PN17 company which has ----net cash per share of Rm0.65.----
It will ----gives 4.5sen dividend---- for FY2014 ended June 2014. At share price 50sen per share, it's a good 9% yield.
12/11/2014 08:58

Within one month,5% yield.

EX-date 16/12/2014
Entitlement date 18/12/2014
Entitlement time 05:00:00 PM
Entitlement subject First and Final Dividend
Entitlement description First and Final Single Tier Dividend of 3.5 sen per ordinary share

No debt. Net cash per share of 5.6sen. It will gives a first and final single tier dividend of 3.5 sen per ordinary share for the financial year ended 31 July 2014. At share price 69 sen per share, it's a good 5% yield.

勝利專注發展芙蓉3區
2014-11-13

（吉隆坡12日訊）勝利企業（MENANG,1694,主板產業組）將專注發展芙蓉3區的產業，並探討聯營或直接脫售巴生地段。
該公司董事經理拿督孫亮光在股東大會後表示, 芙蓉3區為該公司重要地庫，現在及未來都會專注在該區進行發展。
勝利企業目前於芙蓉擁有450英畝空地，當中包括商用、混合發展及農業用空地。
有參加該公司股東大會的小股東透露，勝利企業有意將公司於芙蓉的農業用地轉換成發展價值更高的地種。

“公司产业活动持续进行，芙蓉3地库已发展30%，至今还剩450英亩，估计发展总值达10亿令吉，但不急于推出产业计划，待马新高铁计划通过，市场更开放时，再发展大型产业计划也不迟。”

孙亮光预测，芙蓉3平均成本每平方呎10令吉，至今已增至每平方呎60至70令吉，不过产业价格依然比吉隆坡低10倍，具很大增值空间，尤其是马新高铁在芙蓉设站时，料吸引新加坡及伊斯干达的投资者。
在問及3項政府私人融資計劃（PFI）的發展上，孫亮光表示其中位於芙蓉3瑪拉工藝大學（UiTM）校園也完成，本查阿南（Puncak Alam）方面已完成70%，而汝來完成了30%。（星洲日報／財經）

Due to the group has completed and delivered the RM300 million Seremban 3 UiTM campus, enabling the group to secure recurring cashflows over the next 20 years from the availability and maintenance charges.

Two other PFIs are in progress, which are the RM260 million Puncak Alam Campus, which is about 80 per cent completed, and the RM101 million Nilai Training Centre, which is 20 per cent ready.

Another copy of Triplc Berhad？
Will this counter price shoot up like Triplc Berhad in long term?

A company with no debt.
Cash + financial assets already RM45,401,000 $$$$ or net cash 75cents per share! $$$$.
With attractive dividend and other valuable assets, and perhaps take-over offer from the substantial shareholders (Mr. Yeo Ah Tee, No. of shares held 47%)?

Mr. Yeo Kim Soon is the son of Mr. Yeo Ah Tee.
Purchase from open market.
Acquired 12/11/2014 1,140,000 1.110
Direct (units) 1,140,000
Direct (%) 1.875

----Not related to oil and gas sector much more.----
Samudra is now considered a cash company.
Although classified under PN17 due to absence of core business, Samudra would just require a sustainable business to be uplifted from PN17 again!
Even Samudra is not able to secure new assets, you would easily have more than RM0.55 per share worth of cash distributed to your doorstep.

冷眼
---现金为王---
从消极角度看，长期拥有大量现金，被视为企业主没有充分利用资源，以加速企业盈利的增长。
但从积极的角度看，此类股票具有强韧的生命力，经得起暴风雨的吹袭，“现金为王”，此言不虚。
Cash is King. Samudra, a PN17 company which has net cash per share of Rm0.65. It will gives 4.5sen dividend for FY2014 ended June 2014. At share price 50sen per share, it's a good 9% yield.

The Hatten Group Sdn Bhd, one of the better known names in Melaka also expanded to our Seremban 3 township.
It will build a 12- storey shopping mall and condominium between the UiTM Campus and the 68 units shop offices.
When completed over 2 1/2 to 3 years, this will add to the vibrancy of Seremban 3 township.

The Group successfully completed and delivered the RM300.0 million Seremban 3 UiTM Campus which caters for a student population of 5000 in early 2014 enabling the Group to secure recurring cashflows over the next 20years from the availability and maintenance charges.
The other two PFI’s are works in progress. The RM260.0 million Puncak Alam Campus is about 80% completed and the RM101.0 million Nilai Training Center is about 20% done still in early days.

Menang.....turn over a new leaf!!!!!!!!
Better prospects for this counter....cause it has a concession on maintenance, upgrades and expansion of the UiTM campus. Not many ppl aware.

Dividend 4.5sen. Up!Up!Up!Up!Up! Bravo, for Samudra management. We, minor shareholders got something from its assets sales!

But no enough for Samudra fight. It will gives 4.5sen dividend for FY2014 ended June 2014. At share price 50sen per share, it's a good 9% yield.

No debt. It will gives 4.5sen dividend for FY2014 ended June 2014. At share price 50sen per share, it's a good 9% yield.

Buy on weakness.

At the forthcoming Annual General Meeting, ------ a first and final single-tier dividend of 4.5 sen -----per ordinary share in respect of the financial year ended 30 June 2014 will be proposed for shareholders’ approval.

Cash is King. The company has a strong balance sheet with net cash of Rm 92,573,000 as at end of June 2014. This is equivalent to Rm0.65 per share .With full exercise of warrants and conversion of ICULS is equivalent to Rm0.43 per share .

Annual dividend should announce soon...FINAL SINGLE TIER DIVIDEND OF RM0.075 PER SHARE.

Efforts at developing the land bank aproximately 494 acre are nearer to the approval stage.

UEMS will launch Serene Heights @ Bangi (MYR123m GDV; double-storey terraces) by end 2014. Analysts are particularly excited about the Bangi project given its: 1) attractive selling price of MYR520,000/unit, 2) the strong demand for landed properties below MYR1m, and 3) growing demand for properties in the Southern Klang Valley area (ie. Kajang, Semenyih, Bangi) due to improving connectivity and infrastructure (e.g. KVMRT1, SKVE).

The land was bought from Inch Kenneth Kajang Rubber. The project is located adjacent to the Alam Sari township and Universiti Kebangsaan Malaysia, and is within the vicinity of Bandar Baru Bangi.

Its asset is land. Its approximately 494 acre tract in Mukim of Semenyih, Daerah Ulu Langat, Selangor which located adjacent to Serene Heights. The total valuation of the land in Kajang and Bangi at 31 December 2013 was RM431 million. (MYR20psf; current asking price).

The company has a strong balance sheet with net cash of Rm172,369,000 as at end of June 2014. This is equivalent to Rm0.43 per share and as at end June 2014 and net assets per share of Rm1.74.

Worst is over, notable sign of recovery started.

The Group feels positive in securing some engineering works for a Taiwan’s biodiesel plan worth RM100mill in 2H2014.

Promising order book in the pipeline.
With an order book of RM288.8 mill, the Group’s revenue is expected to grow further, supported by the current $$$$$$$$$ outstanding order book worth RM191.1 mill.$$$$$$$

Public Investment Bank Recommended: Buy
Target Price: MYR 2.32
Expect Perdana's performance is reaffirmed by its earnings visibility from its c.RM1.3bn order book of longer-term contracts up to 2019.
The counter is only trading at a current PE of 14.6x, vs. its peers who are in the high-double digits multiple.

Kenanga Research Recommended: Buy
Target Price: MYR 2.47
Expect stronger 2H14 results on the back of full-quarter contribution of vessels chartered to Dayang Enterprise.
Medium-to-longer-term prospects are stable on the back of PERDANA’s $$$$$$ long-term contracts (15 OSVs).$$$$$$