（吉隆坡14日讯）LTKM（LTKM，7085，主板消费产品股）宣布，独资子公司Lumiglass私人有限公司，以140万欧元（约600万令吉）脱售所有生产玻璃用的机器。
文告指出，该公司是在11月21日与新加坡H.R.D有限公司签署合约，预料将在2012年3月31日完成交易。交易所得将用作偿还公司贷款。
××LTKM在这售卖及其过程中损失了584万令吉。
Showing posts with label LTKM. Show all posts
Showing posts with label LTKM. Show all posts
Thursday, December 1, 2011
Friday, April 1, 2011
加码LTKM
这个星期全数清完我的MASTEEL，转战LTKM，目前正在加码中。钢铁行情的不确定性让我打消了持有masteel的念头，随着粮食的成本上涨，粮食股也必然跟着上涨。因为把价钱转嫁给消费者的当儿，公司肯定会在当中获取相对的利润。此外LTKM正在开发的玻璃业务相信可以提高LTKM的本益比，这是其中一个值得加码的原因。 马股这几天涨势惊人，自从日本核能泄漏危机以后，首次回升至1550点。股市虽然高涨，但是却还看不到人们达到了疯狂的程度。 我手上虽然持有股票，但是实在期待大牛市的到来。
Monday, March 14, 2011
LTKM proposed subscription Redeemable Non-Cumulative Convertible Preference Shares
Company Name:
LTKM BERHAD
Stock Name :
LTKM
Date Announced:
14/03/2011
Type:
Announcement
Subject:
OTHERS
Description:
LTKM Berhad ("LTKM" or "the Company") proposed subscription of 10,000,000 and 20,000,000 Redeemable Non-Cumulative Convertible Preference Shares (“RNCCPS”) of RM1.00 each (RM0.01 par value and RM0.99 premium) in LTK Omega Plus Sdn. Bhd. (“LTKOP”) and Lumiglass Sdn. Bhd. (“Lumiglass”) respectively, the wholly-owned subsidiaries of LTKM (“Collectively the Subscription”).
Announcement Details/Table Section :
The Board of LTKM wishes to announce that the Company has on 14 March 2011 increased its investment in subsidiaries via a set-off against loans due from the subsidiaries in the following manner:-
(i) 10,000,000 RNCCPS of RM1.00 each (RM0.01 par value and RM0.99 premium) in LTKOP.
(ii) 20,000,000 RNCCPS of RM1.00 each (RM0.01 par value and RM0.99 premium) in Lumiglass.for a total consideration of RM30,000,000.00.LTKM's shareholdings in the subsidiaries before and after the Subscription are as follows:-
Lumiglass LTKOPPaid-Up Capital:-Before Subscription
Ordinary Shares of RM1.00 each 5,000,000 1,000,000======= ========After SubscriptionOrdinary Shares of RM1.00 each 5,000,000 1,000,000RNCCPS of RM0.01 each 200,000 100,000-------------- --------------5,200,000 1,100,000======== ========The Subscription will not have any impact on the earnings and net assets of the LTKM for the financial year ending 31 March 2011.None of the Directors and/or substantial shareholders of LTKM or persons connected to them have any interest, direct or indirect, in the Subscription.
This announcement is dated 14 March 2011.
LTKM加码子公司3000万 2011/03/15 11:45:33 AM ●南洋商报
（吉隆坡14日讯）LTKM（LTKM，7085，主板消费产品股）宣布，透过抵消贷款的方式提高旗下两家子公司的投资额，总值3000万令吉。文告指出，LTKM将子公司LTKOP和Lumiglass的投资额，分别提高1000万和2000万令吉。
http://www.nanyang.com/Newscenter/articledetail.asp?type=N&ID=230186&sID=7&cID=12
LTKM BERHAD
Stock Name :
LTKM
Date Announced:
14/03/2011
Type:
Announcement
Subject:
OTHERS
Description:
LTKM Berhad ("LTKM" or "the Company") proposed subscription of 10,000,000 and 20,000,000 Redeemable Non-Cumulative Convertible Preference Shares (“RNCCPS”) of RM1.00 each (RM0.01 par value and RM0.99 premium) in LTK Omega Plus Sdn. Bhd. (“LTKOP”) and Lumiglass Sdn. Bhd. (“Lumiglass”) respectively, the wholly-owned subsidiaries of LTKM (“Collectively the Subscription”).
Announcement Details/Table Section :
The Board of LTKM wishes to announce that the Company has on 14 March 2011 increased its investment in subsidiaries via a set-off against loans due from the subsidiaries in the following manner:-
(i) 10,000,000 RNCCPS of RM1.00 each (RM0.01 par value and RM0.99 premium) in LTKOP.
(ii) 20,000,000 RNCCPS of RM1.00 each (RM0.01 par value and RM0.99 premium) in Lumiglass.for a total consideration of RM30,000,000.00.LTKM's shareholdings in the subsidiaries before and after the Subscription are as follows:-
Lumiglass LTKOPPaid-Up Capital:-Before Subscription
Ordinary Shares of RM1.00 each 5,000,000 1,000,000======= ========After SubscriptionOrdinary Shares of RM1.00 each 5,000,000 1,000,000RNCCPS of RM0.01 each 200,000 100,000-------------- --------------5,200,000 1,100,000======== ========The Subscription will not have any impact on the earnings and net assets of the LTKM for the financial year ending 31 March 2011.None of the Directors and/or substantial shareholders of LTKM or persons connected to them have any interest, direct or indirect, in the Subscription.
This announcement is dated 14 March 2011.
LTKM加码子公司3000万 2011/03/15 11:45:33 AM ●南洋商报
（吉隆坡14日讯）LTKM（LTKM，7085，主板消费产品股）宣布，透过抵消贷款的方式提高旗下两家子公司的投资额，总值3000万令吉。文告指出，LTKM将子公司LTKOP和Lumiglass的投资额，分别提高1000万和2000万令吉。
http://www.nanyang.com/Newscenter/articledetail.asp?type=N&ID=230186&sID=7&cID=12
Wednesday, March 9, 2011
LTKM的业务
LTKM的主要业务包含了：
- 生产鸡蛋，鸡只，还有饲料。
- 卖沙
- 长期的证卷投资
1970年，LTKM在陈氏家族位于Kampung Jawa， Klang设立了一个10 acre的小农场。随着业务的成长，LTKM在马六甲设立了400acre的自动化农场。农场里拥有超过100个阶层式的屋子，里头有180万个鸟巢，并且有59个多层屋子以封闭式的方式来操作，避免与易带来感染细菌的野鸟接触。LTKM每天的鸡蛋产量超过100万粒，并拥有400位员工。60%的销售是在本地，40%出口至新加坡。LTKM生产的肥料提供于本地的个农场。
LTKM的产品：
LTK OMEGA PLUS的鸡蛋比起普通的鸡蛋含有高达5倍更多的Omega-3 Fatty Acids，5倍更多的DHA，4倍更多的VITAMIN E和2倍更多的selenium。LTK Omega Plus 大约有400-600mg/100g Omega-3 Fatty Acids 和 120-200mg/100g DHA.
LTK Organic Selenium Plus的鸡蛋比起普通的鸡蛋含有更多的Omega-3 Fatty Acids，4倍更多的VITAMIN E和2倍更多的selenium。 LTK Organic Selenium Plus 大约有40mcg/100g Selenium 和 4.1mg/100g Vitamin E.
对于即将进军的玻璃业，LTKM的总经理谭克曾经说明，高速增长的建筑部门对深加工玻璃有着很高的需求，其中包括钢化玻璃、夹层玻璃、双层玻璃以及各种类型的安全玻璃。
竞争对手：LAYHONG
LAYHONG在2010年共生产了4亿9130万粒鸡蛋，平均每天生产月134万粒。LAYHONG生产的NUTRIPLUS除了出口至香港外，目前正放眼其他亚洲国家的市场。此外，LAYHONG还有生产冷冻鸡，香肠，nugget，炸鸡等食品。这些食品在2010年的销售稍微下滑。不过，liquid egg的销售却因甜品的高需求而增加。
- 生产鸡蛋，鸡只，还有饲料。
- 卖沙
- 长期的证卷投资
1970年，LTKM在陈氏家族位于Kampung Jawa， Klang设立了一个10 acre的小农场。随着业务的成长，LTKM在马六甲设立了400acre的自动化农场。农场里拥有超过100个阶层式的屋子，里头有180万个鸟巢，并且有59个多层屋子以封闭式的方式来操作，避免与易带来感染细菌的野鸟接触。LTKM每天的鸡蛋产量超过100万粒，并拥有400位员工。60%的销售是在本地，40%出口至新加坡。LTKM生产的肥料提供于本地的个农场。
LTKM的产品：
LTK OMEGA PLUS的鸡蛋比起普通的鸡蛋含有高达5倍更多的Omega-3 Fatty Acids，5倍更多的DHA，4倍更多的VITAMIN E和2倍更多的selenium。LTK Omega Plus 大约有400-600mg/100g Omega-3 Fatty Acids 和 120-200mg/100g DHA.
LTK Organic Selenium Plus的鸡蛋比起普通的鸡蛋含有更多的Omega-3 Fatty Acids，4倍更多的VITAMIN E和2倍更多的selenium。 LTK Organic Selenium Plus 大约有40mcg/100g Selenium 和 4.1mg/100g Vitamin E.
对于即将进军的玻璃业，LTKM的总经理谭克曾经说明，高速增长的建筑部门对深加工玻璃有着很高的需求，其中包括钢化玻璃、夹层玻璃、双层玻璃以及各种类型的安全玻璃。
竞争对手：LAYHONG
LAYHONG在2010年共生产了4亿9130万粒鸡蛋，平均每天生产月134万粒。LAYHONG生产的NUTRIPLUS除了出口至香港外，目前正放眼其他亚洲国家的市场。此外，LAYHONG还有生产冷冻鸡，香肠，nugget，炸鸡等食品。这些食品在2010年的销售稍微下滑。不过，liquid egg的销售却因甜品的高需求而增加。
Tuesday, March 8, 2011
鸡蛋业务
鸡蛋行业主要有QL，LAY HONG，还有LTKM这三股最为值得投资。
根据2010奶奶的资料，我国大约每天有4300万粒鸡蛋的销售量，其中QL每日产量有310万，LTKM每日生产130万，至于LAY HONG，我还不清楚产量数据。
由于鸡蛋业在我国市场几乎已是饱和，所以这些家禽业的公司必须向外扩展他们的业务才能继续成长。
当中，QL为领头公司，业务已经扩展至海产业以及棕油业；LTKM除了家禽业之外，拥有小小的地产业以及目前正在积极开发的玻璃业。
QL自2000年上市以来，以派发红股为主，股价成长以高达6倍，开了4番有余。目前PE大约10左右。目前LTKM市值为8032万，QL为24.79亿，LAYHONG则为7755万，可见QL的规模相当大。
最近QL的新闻很多，前景大受看好，由于PE过高了，我也没敢购买。目前我打算评估LTKM的成长空间，看看是否值得投资。
根据2010奶奶的资料，我国大约每天有4300万粒鸡蛋的销售量，其中QL每日产量有310万，LTKM每日生产130万，至于LAY HONG，我还不清楚产量数据。
由于鸡蛋业在我国市场几乎已是饱和，所以这些家禽业的公司必须向外扩展他们的业务才能继续成长。
当中，QL为领头公司，业务已经扩展至海产业以及棕油业；LTKM除了家禽业之外，拥有小小的地产业以及目前正在积极开发的玻璃业。
QL自2000年上市以来，以派发红股为主，股价成长以高达6倍，开了4番有余。目前PE大约10左右。目前LTKM市值为8032万，QL为24.79亿，LAYHONG则为7755万，可见QL的规模相当大。
最近QL的新闻很多，前景大受看好，由于PE过高了，我也没敢购买。目前我打算评估LTKM的成长空间，看看是否值得投资。
LTKM30大股东（2011年3月更新）
SHARES OUTSTANDING -----LARGEST 30 SHAREHOLDERS ----BALANCE FLOAT
42,230,002 --------------------------31,890,802-------------------------24.48%
TOP 30 SHAREHOLDERS----#SHAREHOLDER SHARES-------HELD%
1 LADANG TERNAKAN KELANG SB
7,181,000
17.00%
2 LADANG TERNAKAN KELANG SB
6,586,700
15.60%
3 LADANG TERNAKAN KELANG SB
6,000,000
14.21%
4 LADANG TERNAKAN KELANG SB
4,056,200
9.61%
5 TEO KWEE HOCK
1,035,200
2.45%
6 PHUAH CHAI TIN
1,000,000
2.37%
7 LADANG TERNAKAN KELANG SB
750,002
1.78%
8 JF APEX NOM-PLED SEC ACC-TEO SIEW LAI
675,200
1.60%
9 ECML NOM-VISITOR CHRISTIAN BROTHERS SCHOOLS MSIA
596,900
1.41%
10 KOK CHIEW HENG
530,000
1.26%
11 TAN KOK
400,000
0.95%
12 KOPERASI POLIS DIRAJA MSIA BHD
275,000
0.65%
13 CHIA SONG SWA
251,300
0.60%
14 LEE TONG CHOO
228,800
0.54%
15 TAN SOON HUI
201,800
0.48%
16 LIM HOOI TIN
200,000
0.47%
17 YONG NGET MIN
196,000
0.46%
18 TAN YEE HOU
191,000
0.45%
19 CHEONG SIEW PARK
183,500
0.43%
20 LIM SZE YING
160,000
0.38%
21 HONG WENG HWA
156,500
0.37%
22 TAN YEE BOON
140,700
0.33%
23 LEE CHEE GAIP
122,000
0.29%
24 MAYBAN NOM-PLED SEC ACC-LAU KWAI
120,000
0.28%
25 TAN YEE BOON
113,500
0.27%
26 CITIGRP NOM-PLED SEC ACC-SIM WOI SIN
110,000
0.26%
27 MAH YOKE LIAN
110,000
0.26%
28 TAN LAI SOON
108,000
0.26%
29 CARTABAN NOM-EXEMPT AN-JEFFERIES & CO INC NEW YORK
107,000
0.25%
30 CHIA KEOK KEONG
104,500
0.25%
42,230,002 --------------------------31,890,802-------------------------24.48%
TOP 30 SHAREHOLDERS----#SHAREHOLDER SHARES-------HELD%
1 LADANG TERNAKAN KELANG SB
7,181,000
17.00%
2 LADANG TERNAKAN KELANG SB
6,586,700
15.60%
3 LADANG TERNAKAN KELANG SB
6,000,000
14.21%
4 LADANG TERNAKAN KELANG SB
4,056,200
9.61%
5 TEO KWEE HOCK
1,035,200
2.45%
6 PHUAH CHAI TIN
1,000,000
2.37%
7 LADANG TERNAKAN KELANG SB
750,002
1.78%
8 JF APEX NOM-PLED SEC ACC-TEO SIEW LAI
675,200
1.60%
9 ECML NOM-VISITOR CHRISTIAN BROTHERS SCHOOLS MSIA
596,900
1.41%
10 KOK CHIEW HENG
530,000
1.26%
11 TAN KOK
400,000
0.95%
12 KOPERASI POLIS DIRAJA MSIA BHD
275,000
0.65%
13 CHIA SONG SWA
251,300
0.60%
14 LEE TONG CHOO
228,800
0.54%
15 TAN SOON HUI
201,800
0.48%
16 LIM HOOI TIN
200,000
0.47%
17 YONG NGET MIN
196,000
0.46%
18 TAN YEE HOU
191,000
0.45%
19 CHEONG SIEW PARK
183,500
0.43%
20 LIM SZE YING
160,000
0.38%
21 HONG WENG HWA
156,500
0.37%
22 TAN YEE BOON
140,700
0.33%
23 LEE CHEE GAIP
122,000
0.29%
24 MAYBAN NOM-PLED SEC ACC-LAU KWAI
120,000
0.28%
25 TAN YEE BOON
113,500
0.27%
26 CITIGRP NOM-PLED SEC ACC-SIM WOI SIN
110,000
0.26%
27 MAH YOKE LIAN
110,000
0.26%
28 TAN LAI SOON
108,000
0.26%
29 CARTABAN NOM-EXEMPT AN-JEFFERIES & CO INC NEW YORK
107,000
0.25%
30 CHIA KEOK KEONG
104,500
0.25%
Friday, March 4, 2011
2010年OSK对LTKM玻璃业的报告
Setting up a glass processing plant. In a Bursa announcement on July 6, 2009, LTKM said it would be diversifying its core business in the poultry industry to processed glass (Lumiglass) with an initial investment of RM15m, which includes the cost of machinery, equipment, warehousing facility and general plant refurbishment. LTKM will manufacture four types of processed glass namely tempered, laminated, double glazing and various security glass. The glass processing plant will be located in Sungai Rasah, Klang and will take 9 months to complete. As such, the plant will only be fully operational in early 2010. Soothing concerns. To get a better understanding of the new business, we visited LTKM on Friday, July 17, ‘09 and sought management clarification on the new glass venture, Lumiglass SB. Management believes architectural glass offers a timely opportunity and is fast being used in the building and construction as well as other industries due to the heat-resistant, heat-insulation, security and crime-prevention features of glass. Lumiglass will be in full production by end-2010. It will start manufacturing tempered and laminated glass in March 2010 followed by crime prevention security glass (via subsidiary, Lumi Secuglass SB) in August 2010 after obtaining certification. Lumiglass will be involved only in double glazing and solar glass later on.
Industry experts oversee production. LTKM has hired a group of experienced personnel to help manage Lumiglass. Mr. Mohan Menon who has approximately 30 years of experience in the industry, was put in charge of production. Mohan, who was also involved in the development of the patented Armorglass, worked in NSG (Nippon Sheet Glass) for several years. Nippon Sheet Glass is one of the four most prominent glass manufacturers in the world. He was recruited by Lumiglass for his knowledge in developing the lamination technology to polycarbonate with the interlayer of PU resin and EVA lamination, which is a better alternative to ordinary glass and glass lamination. Mohan is also seeking to patent his glass technology with Lumiglass. Meanwhile, Mr. Alexander Akguel will be responsible for the development, design, operation, and improvement of Lumiglass’ production systems. He has been in the industry for 25 years, starting from being a glassproduction operator to a general manager in Germany to setting up one of the most advanced glass factories in Dubai. With such experts to ensure smooth operation and production efficiency, we believe the new venture may hold potential growth for LTKM in the long term.
Technology to bring LTKM forward. As there are only a few glass players in Malaysia, Lumiglass may be able to capture market share by employing state-of-the-art technology from glass processing pioneer Glaston Finland. LTKM will buy glass processing machines from Glaston, which will also provide the after sales services as well as software to allow for full integration of the entire production process, from inter-operability of machines to controlling materials and workflow, and managing sales. This is aimed at optimising the entire production process.
Innovative products. Lumiglass also has the technology to the manufacture crime prevention security glass, which is more competitive than products such as PVB films, PU film and Acrylic sheet due to its lighter, thinner and clearer glass features. As tempered glass commands a high gross profit margin of approximately 70%-80%, we reckon that this venture may be rewarding for LTKM as a group should the venture be successful.
Workers may not cope with advanced technology. Although Lumiglass will be adopting one of the advanced technologies in glass making, there is a concern as to whether its workers would be able to cope with the new technology. As the existing industry players are currently not using the latest technology employed by Lumiglass, the workers may take time to relearn the new technology. It is hoped that the expertise employed by Lumiglass will be able to smoothen the process given their experience in Germany and Dubai. Capturing a sizeable market. As Lumiglass is still new in the market, there may be concerns with regard to its ability to capture a sizeable market share. Most of the industry players already have a network of contacts to keep their job flowing. Hence, we believe it is important for Lumiglass to establish a good relationship with potential clients, i.e. architects, contractors or developers. Nonetheless, we believe this should not be a problem given that Lumiglass’ managers, with their industry experience, would have a network of their own. Furthermore, as management has assured, the glass industry is large enough to absorb all the market players as they will form strategic alliances among themselves in order to benefit from the overall glass market. Risks noted and mitigating action put into place. Although we have noted two key risks, management has put in place the right technical know-how and on-the-ground experience by Mohan Menon and Alex Akguel as well as Mr. Michael Tan’s passion and effort to ensure the success of the new venture.
Industry experts oversee production. LTKM has hired a group of experienced personnel to help manage Lumiglass. Mr. Mohan Menon who has approximately 30 years of experience in the industry, was put in charge of production. Mohan, who was also involved in the development of the patented Armorglass, worked in NSG (Nippon Sheet Glass) for several years. Nippon Sheet Glass is one of the four most prominent glass manufacturers in the world. He was recruited by Lumiglass for his knowledge in developing the lamination technology to polycarbonate with the interlayer of PU resin and EVA lamination, which is a better alternative to ordinary glass and glass lamination. Mohan is also seeking to patent his glass technology with Lumiglass. Meanwhile, Mr. Alexander Akguel will be responsible for the development, design, operation, and improvement of Lumiglass’ production systems. He has been in the industry for 25 years, starting from being a glassproduction operator to a general manager in Germany to setting up one of the most advanced glass factories in Dubai. With such experts to ensure smooth operation and production efficiency, we believe the new venture may hold potential growth for LTKM in the long term.
Technology to bring LTKM forward. As there are only a few glass players in Malaysia, Lumiglass may be able to capture market share by employing state-of-the-art technology from glass processing pioneer Glaston Finland. LTKM will buy glass processing machines from Glaston, which will also provide the after sales services as well as software to allow for full integration of the entire production process, from inter-operability of machines to controlling materials and workflow, and managing sales. This is aimed at optimising the entire production process.
Innovative products. Lumiglass also has the technology to the manufacture crime prevention security glass, which is more competitive than products such as PVB films, PU film and Acrylic sheet due to its lighter, thinner and clearer glass features. As tempered glass commands a high gross profit margin of approximately 70%-80%, we reckon that this venture may be rewarding for LTKM as a group should the venture be successful.
Workers may not cope with advanced technology. Although Lumiglass will be adopting one of the advanced technologies in glass making, there is a concern as to whether its workers would be able to cope with the new technology. As the existing industry players are currently not using the latest technology employed by Lumiglass, the workers may take time to relearn the new technology. It is hoped that the expertise employed by Lumiglass will be able to smoothen the process given their experience in Germany and Dubai. Capturing a sizeable market. As Lumiglass is still new in the market, there may be concerns with regard to its ability to capture a sizeable market share. Most of the industry players already have a network of contacts to keep their job flowing. Hence, we believe it is important for Lumiglass to establish a good relationship with potential clients, i.e. architects, contractors or developers. Nonetheless, we believe this should not be a problem given that Lumiglass’ managers, with their industry experience, would have a network of their own. Furthermore, as management has assured, the glass industry is large enough to absorb all the market players as they will form strategic alliances among themselves in order to benefit from the overall glass market. Risks noted and mitigating action put into place. Although we have noted two key risks, management has put in place the right technical know-how and on-the-ground experience by Mohan Menon and Alex Akguel as well as Mr. Michael Tan’s passion and effort to ensure the success of the new venture.
Wednesday, March 2, 2011
LTKM 3月派息5%
Company Name:LTKM BERHAD
Stock Name :LTKM
Date Announced:02/03/2011
EX-date:29/03/2011
Entitlement date:31/03/2011
Entitlement time:04:00:00 PM
Entitlement subject:Interim Dividend
Entitlement description:Single Tier Interim Dividend of 5%
Period of interest payment:to Financial Year End:31/03/2011
Share transfer book & register of members will be :to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no:Tricor Investor Services Sdn. Bhd.(Formerly known as Tenaga Koperat Sdn. Bhd.)Level 17, The Gardens North TowerMid Valley CityLingkaran Syed Putra59200 Kuala LumpurTel: 03-22643883
Payment date :14/04/2011
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers:31/03/2011
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit:
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:Percentage
Entitlement in percentage (%):5
Stock Name :LTKM
Date Announced:02/03/2011
EX-date:29/03/2011
Entitlement date:31/03/2011
Entitlement time:04:00:00 PM
Entitlement subject:Interim Dividend
Entitlement description:Single Tier Interim Dividend of 5%
Period of interest payment:to Financial Year End:31/03/2011
Share transfer book & register of members will be :to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no:Tricor Investor Services Sdn. Bhd.(Formerly known as Tenaga Koperat Sdn. Bhd.)Level 17, The Gardens North TowerMid Valley CityLingkaran Syed Putra59200 Kuala LumpurTel: 03-22643883
Payment date :14/04/2011
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers:31/03/2011
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit:
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:Percentage
Entitlement in percentage (%):5
Sunday, November 21, 2010
【新闻】LTKM expects glass ops to pay off in 2012
EGG producer LTKM Bhd (7085) expects its diversification into processed glass manufacturing to start contributing to earnings in the financial year ending March 31 2012.
Managing director Tan Kok said the company has allocated RM35 million to build the glassmaking plant in Klang, Selangor.
Operations are scheduled to start by early next year.
The plant will have annual production capacity of close to 200,000 sq m of glass, Tan said after LTKM's annual general meeting in Shah Alam, Selangor, yesterday.The new business will be managed by LTKM's subsidiary, Lumiglass Sdn Bhd.
Tan said that although the diversification offers an opportunity for the company to reinvest and diversify its income sources, poultry business will remain its core activity and key financial contributor."
However, we expect the poultry business to be more challenging due to stringent operating requirements, higher prices of raw materials and keen competition from other egg producers," he said.
LTKM's 160ha poultry farm in Malacca produces more than a million eggs a day.
Almost 60 per cent of the eggs are for the domestic market, while the balance is exported to Singapore.
The company's main brand is "LTK Omega Plus".
In the financial year ended March 31 2010, LTKM's pre-tax profit jumped 74 per cent to RM21.069 million from RM12.132 million in the previous year.Revenue, however, eased 2 per cent to RM131.429 million from RM133.537 million. - Bernama Read more:
Managing director Tan Kok said the company has allocated RM35 million to build the glassmaking plant in Klang, Selangor.
Operations are scheduled to start by early next year.
The plant will have annual production capacity of close to 200,000 sq m of glass, Tan said after LTKM's annual general meeting in Shah Alam, Selangor, yesterday.The new business will be managed by LTKM's subsidiary, Lumiglass Sdn Bhd.
Tan said that although the diversification offers an opportunity for the company to reinvest and diversify its income sources, poultry business will remain its core activity and key financial contributor."
However, we expect the poultry business to be more challenging due to stringent operating requirements, higher prices of raw materials and keen competition from other egg producers," he said.
LTKM's 160ha poultry farm in Malacca produces more than a million eggs a day.
Almost 60 per cent of the eggs are for the domestic market, while the balance is exported to Singapore.
The company's main brand is "LTK Omega Plus".
In the financial year ended March 31 2010, LTKM's pre-tax profit jumped 74 per cent to RM21.069 million from RM12.132 million in the previous year.Revenue, however, eased 2 per cent to RM131.429 million from RM133.537 million. - Bernama Read more:
Tuesday, October 19, 2010
LTKM投入发展产业计划
LTKM旗下的LTK Properties 花费RM9.478million购买了4块共21.06hectare的农业地段。随着宣布了将发展成混合住宅区，这包括建立排屋，半独立式以及独立式洋房等。此计划将分成3-4个phase,每个phase将在2-3年内完成，由于工程进度是视购买率而定，整个计划预计拖延至5年左右完成。整个计划发展将预计耗资RM65million。LTKM的建筑发展计划多元化收入。
由于这是农业地段，所以目前必须耗时办理转成住宅区地段。
由于这是农业地段，所以目前必须耗时办理转成住宅区地段。
Saturday, August 28, 2010
LTKM 6月财报业绩分析
LTKM主要业务是家禽业，目前投入生产玻璃，并以生产高品质产品为目标。早前宣布了派发股息后，股价一路上涨，直至昨日收市价2.10.
LTKM6月财报的revenue增加RM500k，但是税前盈利却减少了大约RM2.5M。根据财报指出，盈利的减少主要是因为销售价降低以及主要饲料成本（玉米）的上涨造成。不过该公司认为下一季的盈利有望上涨，因为自6月尾开始鸡蛋销售价已经逐渐上涨；报告中并无提及关于玻璃制造厂的进展。
以下是LTKM的一些数据：-
每股现金：RM0.2577
股东资产：RM2.86
NTA：RM3.75
EPS（单季）：RM0.059
Net equity: RM1.97
PPE/asset：0.629 （控制成本能力稍微降低）
receivable/revenue： 0.390 （竞争力稍微减弱，但尚可接受）
receivable/PBT： 83.45% （这数目很高，可能是新投资的玻璃厂的关系吧）
Net working capital: RM0.235
LTKM的玻璃业务的厂房即将完工，预计将在今年年尾投入生产。市场对玻璃的需求很大，尤其是最近着重的环保措施，建筑领域对于高效能的玻璃产品也随着增长。
整体来说，营业状况还算稳定。
假设全年eps=30sen，pe8倍=RM2.40。在玻璃厂业务没有成长的情况下，目标价设为2.40.
我在这里假设LTKM的玻璃业务成长在于learning curve，只要能贡献2sen 的eps，那么暂时无恶的目标价将放在2.56.
目前决定继续持有。
LTKM6月财报的revenue增加RM500k，但是税前盈利却减少了大约RM2.5M。根据财报指出，盈利的减少主要是因为销售价降低以及主要饲料成本（玉米）的上涨造成。不过该公司认为下一季的盈利有望上涨，因为自6月尾开始鸡蛋销售价已经逐渐上涨；报告中并无提及关于玻璃制造厂的进展。
以下是LTKM的一些数据：-
每股现金：RM0.2577
股东资产：RM2.86
NTA：RM3.75
EPS（单季）：RM0.059
Net equity: RM1.97
PPE/asset：0.629 （控制成本能力稍微降低）
receivable/revenue： 0.390 （竞争力稍微减弱，但尚可接受）
receivable/PBT： 83.45% （这数目很高，可能是新投资的玻璃厂的关系吧）
Net working capital: RM0.235
LTKM的玻璃业务的厂房即将完工，预计将在今年年尾投入生产。市场对玻璃的需求很大，尤其是最近着重的环保措施，建筑领域对于高效能的玻璃产品也随着增长。
整体来说，营业状况还算稳定。
假设全年eps=30sen，pe8倍=RM2.40。在玻璃厂业务没有成长的情况下，目标价设为2.40.
我在这里假设LTKM的玻璃业务成长在于learning curve，只要能贡献2sen 的eps，那么暂时无恶的目标价将放在2.56.
目前决定继续持有。
Tuesday, August 10, 2010
LTKM 9月派股息
Company Name : LTKM BERHAD
Stock Name : LTKM
Date Announced : 02/08/2010
EX-date : 07/09/2010
Entitlement date : 09/09/2010
Entitlement time : 05:00:00 PM
Entitlement subject : Final Dividend
Entitlement description : Single-Tier Final Dividend of 5%
Period of interest payment : to Financial Year End : 31/03/2010
Share transfer book & register of members will be : to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no : Tricor Investor Services Sdn. Bhd.(Formerly known as Tenaga Koperat Sdn. Bhd.Level 17, The Gardens North TowerMid Valley CityLingkaran Syed Putra59200 Kuala LumpurTel: 03-2264 3883
Payment date : 07/10/2010
a. Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers : 09/09/2010
b. Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit :
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 :
Percentage
Entitlement in percentage (%) : 5
Remarks : The payment of the Single Tier Final Dividend of 5% is subject to the approval of shareholders at the Thirteenth Annual General Meeting of LTKM Berhad to be convened on 25 August 2010.
Company Name : LTKM BERHAD
Stock Name : LTKM
Date Announced : 02/08/2010
EX-date : 07/09/2010
Entitlement date : 09/09/2010
Entitlement time : 05:00:00 PM
Entitlement subject : Special Dividend
Entitlement description : Single-Tier Special Dividend of 2%
Period of interest payment : to Financial Year End : 31/03/2010
Share transfer book & register of members will be : to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no : Tricor Investor Services Sdn. Bhd.(Formerly known as Tenaga Koperat Sdn. Bhd.Level 17, The Gardens North TowerMid Valley CityLingkaran Syed Putra59200 Kuala LumpurTel: 03-2264 3883
Payment date : 07/10/2010
a. Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers : 09/09/2010
b. Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit :
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 :
Percentage Entitlement in percentage (%) : 2
Remarks :The payment of the Single Tier Special Dividend of 2% is subject to the approval of shareholders at the Thirteenth Annual General Meeting of LTKM Berhad to be convened on 25 August 2010.
Company Name:LTKM BERHAD
Stock Name :LTKM
Date Announced:03/08/2010
Subject:LTKM - NOTICE OF BOOK CLOSURE
Contents:
1) Single-Tier Final Dividend of 5%.
2) Single-Tier Special Dividend of 2%.Kindly be advised of the following :
1) The above Company's securities will be traded and quoted [ "Ex - Dividend" ]as from : [ 7 September 2010 ]
2) The last date of lodgement : [ 9 September 2010 ]
3) Date Payable : [ 7 October 2010 ]Remarks : The payment of the Single Tier Final Dividend of 5% and Single Tier Special Dividend of 2% is subject to the approval of shareholders at the Thirteenth Annual General Meeting of LTKM Berhad to be convened on 25 August 2010.
Stock Name : LTKM
Date Announced : 02/08/2010
EX-date : 07/09/2010
Entitlement date : 09/09/2010
Entitlement time : 05:00:00 PM
Entitlement subject : Final Dividend
Entitlement description : Single-Tier Final Dividend of 5%
Period of interest payment : to Financial Year End : 31/03/2010
Share transfer book & register of members will be : to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no : Tricor Investor Services Sdn. Bhd.(Formerly known as Tenaga Koperat Sdn. Bhd.Level 17, The Gardens North TowerMid Valley CityLingkaran Syed Putra59200 Kuala LumpurTel: 03-2264 3883
Payment date : 07/10/2010
a. Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers : 09/09/2010
b. Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit :
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 :
Percentage
Entitlement in percentage (%) : 5
Remarks : The payment of the Single Tier Final Dividend of 5% is subject to the approval of shareholders at the Thirteenth Annual General Meeting of LTKM Berhad to be convened on 25 August 2010.
Company Name : LTKM BERHAD
Stock Name : LTKM
Date Announced : 02/08/2010
EX-date : 07/09/2010
Entitlement date : 09/09/2010
Entitlement time : 05:00:00 PM
Entitlement subject : Special Dividend
Entitlement description : Single-Tier Special Dividend of 2%
Period of interest payment : to Financial Year End : 31/03/2010
Share transfer book & register of members will be : to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no : Tricor Investor Services Sdn. Bhd.(Formerly known as Tenaga Koperat Sdn. Bhd.Level 17, The Gardens North TowerMid Valley CityLingkaran Syed Putra59200 Kuala LumpurTel: 03-2264 3883
Payment date : 07/10/2010
a. Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers : 09/09/2010
b. Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit :
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 :
Percentage Entitlement in percentage (%) : 2
Remarks :The payment of the Single Tier Special Dividend of 2% is subject to the approval of shareholders at the Thirteenth Annual General Meeting of LTKM Berhad to be convened on 25 August 2010.
Company Name:LTKM BERHAD
Stock Name :LTKM
Date Announced:03/08/2010
Subject:LTKM - NOTICE OF BOOK CLOSURE
Contents:
1) Single-Tier Final Dividend of 5%.
2) Single-Tier Special Dividend of 2%.Kindly be advised of the following :
1) The above Company's securities will be traded and quoted [ "Ex - Dividend" ]as from : [ 7 September 2010 ]
2) The last date of lodgement : [ 9 September 2010 ]
3) Date Payable : [ 7 October 2010 ]Remarks : The payment of the Single Tier Final Dividend of 5% and Single Tier Special Dividend of 2% is subject to the approval of shareholders at the Thirteenth Annual General Meeting of LTKM Berhad to be convened on 25 August 2010.
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