look like the company is going for light asset just to provide service. its a good move since so many property to rent. PROPOSED DISPOSAL BY DKSH HOLDINGS (MALAYSIA) BERHAD OF ITS 51% EQUITY INTEREST IN DKSH TRANSPORT AGENCIES (M) SDN BHD FOR A CASH CONSIDERATION OF RM30,600,000

Genting proposes a special interim gross DPS of RM0.50 and a nonrenounceable
restricted issue of up to 929.9m new warrants at an issue price
of RM1.50 each on the basis of 1-for-4. The two proposals are inter-related
and subject to shareholders’ approval. The exercise price of the warrants was
fixed at RM7.96. Upon full conversion, Genting could raise up to RM7.35bn
over the five-year exercise period. The special interim DPS will amount to
RM1.39bn, whereby entitled shareholders can utilize for their warrant
subscription. We see this as a sweetener to shareholders as the warrant
provides good option value to shareholders. At co level, Genting is in a net
debt position and such exercise would significantly strengthen its cash hoard
for future ventures, be it in O&G, power and/or gaming.

Pursuant to Paragraph 14.09 of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad, AAX wishes to notify that the Company had on 2 September 2013 received a notification from Mdm. Noraesyah Yvonne Binti Abdullah, the principal officer of AAX, in relation to the acquisition of shares of the Company. Details of the acquisition are as follows:-

Name: Noraesyah Yvonne Binti Abdullah

Transaction Date: 29/08/2013

Price Per Share (RM): 0.88

No. of Shares: 100,000

% of Issued Share Capital: 0.004

This announcement is dated 2 September 2013.

Look like AAX share price will not be at current. Let it down. And Oil price is on the way up.

look like no rocket to go up

Why suddenly down like rocket

With the results coming in largely in line, we
make no changes to our estimates for now. Our SOP-based FV remains
unchanged at MYR2.51, pegged at a 35% discount due to inherent
political risks. Nonetheless, following the stock’s recent price weakness,
we upgrade our call to NEUTRAL (from SELL). The key re-rating catalyst
is potentially positive progress in moves to consolidate Selangor’s water
industry amid ongoing negotiations between the Federal and Selangor
State governments.

The water assets are worth RM2.17/share.

http://www.thestar.com.my/Business/Business-News/2013/08/30/Bonia-Q4-earnings-surge-three-fold.aspx
KUALA LUMPUR: Bonia Corporation Bhd’s earnings jumped more than three-fold to RM5.076mil in the fourth quarter ended June 30, 2013 from RM972,000 a year ago due to higher revenue despite that selling and distribution expenses had risen.



It said on Friday its revenue rose 11.9% to RM154.68mil from RM138.20mil while earnings per share were 2.52 sen compared with 0.48 sen. It proposed a dividend of 5.0 sen a share.



Bonia’s selling and distribution expenses rose to RM52.91mil from RM43.05mil while general and administrative expenses declined to RM30.39mil from RM33.88mil.



When compared with the preceding quarter ended March 31, 2013, its profit before tax was lower at RM13.0mil versus RM19.7mil.



The factors were mainly exceptional items incurred due to allowance for impairment losses on property, plant and equipment amounting to RM4mil and impairment loss on loan to an associate amounting to RM3.8mil.



Bonia said the group incurred an advertising and promotion expenses of RM2mil during the current quarter under review.



“Excluding these exceptional items and the advertising costs, the group would have recorded a profit before tax of RM22.8mil,” it said.



For the financial year ended June 30, 2013, its earnings edged up 0.6% to RM41.14mil from RM40.88mil in the previous financial year ended June 30, 2012. Its revenue rose 9.1% to RM632.32mil from RM579.81mil.



“The growth was driven by the better contributions from overseas sales mainly from Indonesia and Vietnam which contributed 14% and 16% of the increase in revenue as well as improved performance from Carlo Rino and Sembonia brands which contributed 20% and 27 % of the increase in revenue respectively,” it said.



Bonia said there were impairment losses made on property, plant and equipment amounting to RM4.0mil as well as allowance for impairment loss on loan to an associate amounting to RM6.1mil.

“Excluding these exceptional items, the group would have posted a profit before tax of RM81.6mil as compared to profit before tax of RM77.1mil reported in the previous year,” it said.



It added the business expansion plan in Indonesia and Vietnam has resulted in high initial investment costs incurred for renovation, advertising and promotion, rental and set up.



“However, the revenues generated from the new stores from overseas have been slower than expected, thus, affecting the profitability of the group,” it said.

KUALA LUMPUR: Bonia Corp Bhd's pre-tax profit for the financial year ended June 30, 2013 rose to RM71.5 million from RM66.9 million in the same period last year.

Revenue surged to RM632.3 million from RM579.8 million previously, it said in a filing to Bursa Malaysia today.

Bonia said the revenue growth was driven by the better contributions from overseas sales, mainly Indonesia and Vietnam, which contributed 14 per cent and 16 per cent of the increase in revenue respectively.

It added that the improved performances from Carlo Rino and Sembonia brands contributed 20 per cent and 27 per cent of the increase in revenue respectively.

Bonia said the group’s prospects for the coming year were expected to be challenging due to the uncertain economic outlook.

"In view of this situation, it is imperative for the group to strive for continuous improve to further increase operational efficiency while positioning the businesses and brands for opportunistic growth and recognition," it said.

Bonia said it would continue to explore new business opportunRead more: Bonia pre-tax profit rises to RM71.5m

DKSH

no annoncement at all for the counter

Bonia no problem. But for short term gain than no.

my DKSH is below 2.50

market is choppy. so watchout. i already cash out a lot.

do not know it is will be true ride or false ride

21 May 2013 - Research BY HLB
Price Target: RM10.92 ()
Ex-Price Target: RM4.96
Share Price: RM9.11 (Ex – RM4.14)

this time even comodities also canoot help. so Malaysia will be sure die

i think Thailand issue will lead Malaysia down also.

why up 2.23

will go down

Sarawak Cable Bhd ('Scable') is a profitable Sarawak-based company involved in manufacturing of power cables & wires, hybrid power converters, steelworks, builder of mini hydro power plants & general construction.

Its net profit had dropped sharply in FYE31/12/2012 from RM15.6 million to RM6.4 million while revenue had also declined from RM368 million to RM269 million. For 1Q2013, net profit continued to decline from RM1.9 million previous year to RM1.3 million while revenue slipped RM66 million to RM59 million.

Scable's share prices had benefited from the post-GE13 rally which saw the stock rose from RM1.15 in April to an intra-day high of RM2.05. The sharp rally means that the stock has broken above the horizontal line at RM1.95 (its previous high) as well as reclaim its previous uptrend line (SS). Based on these, the stock is expected to continue its prior uptrend.

As such, a trading BUY call on this stock is quite appropriate. However, we must bear in mind that its valuation is very high with PE at 76 times.

Zurich, Switzerland, August 13, 2013 – DKSH (SIX: DKSH), the leading Market Expansion Services provider with a focus on Asia, reported today another successful half-year 2013. Publicly listed on the SIX Swiss Exchange since March 20, 2012, DKSH achieved net sales and profit after tax growth of 14.3% and 30.8%, respectively, compared to the first half 2012.



Again, DKSH exceeded the projected long-term growth rate of 8.3% of its addressable Market Expansion Services industry, confirming further market share gains.



95% of net sales growth were achieved organically, i.e. excluding M&A activity.



Earnings before interest and taxes (EBIT) increased by 13.4% (+CHF 16.9 million) to CHF 142.8 million, despite the strong depreciation of the Japanese Yen.



Free cash flow increased by 236.2% to CHF 170.8 million, which is extraordinary in light of the strong sales growth of CHF 594.5 million in the first half of 2013.



Dr. Joerg Wolle, President & CEO of DKSH, commented: “Thanks to the consistent implementation of our strategy for sustainable profitable growth we have been able to achieve very positive results also in the first half of 2013. With an organic growth significantly above the market we have once again increased our market share and continued our course of success in the first six months of the year.”



DKSH’s strategy for sustainable profitable growth is centered on growing organically, through expanding business with existing clients, multiplying success stories from country to country, and new business development, complemented by strategic bolt-on acquisitions. At the same time, DKSH is continuously strengthening the service offering and increasing the efficiency and performance of its business processes.


Strategic acquisition in Indonesia

This week, DKSH signed an agreement to acquire PT Primatek Technologies, a well-established Indonesian distributor of capital investment goods, with Swiss origin. This acquisition will provide DKSH with a solid basis for the market entry in Indonesia with its Business Unit Technology. DKSH thereby expands its existing presence with Business Unit Performance Materials in one of the fastest-growing markets in ASEAN.



With this move, DKSH is driving forward the ongoing consolidation of the rapidly growing, yet highly fragmented Market Expansion Services industry.


More than 26,000 employees

People are DKSH’s most important asset and the company continues to invest in the skills and training of its employees. By June 30, 2013, DKSH employed 26,263 specialists worldwide, representing an increase of 381 people or 1.5% vs. year-end 2012.



Somboon Prasitjutrakul, Head of Business Unit Consumer Goods and one of DKSH’s longest-serving Members of Group Management will go into retirement at the end of 2013. Dr. Joerg Wolle, President & CEO of DKSH, comments: “The Board of Directors and the Group Management would like to sincerely thank Somboon Prasitjutrakul for his valuable contribution over two decades and wish him all the best for the future.” The succession plan will be communicated in detail at a later stage.


Outlook for 2013 remains positive

In spite of more and more negative comments and the proliferation of economic news about a less positive development with slower growth in emerging markets, DKSH expects its main markets to perform favorably. This growth is driven by the rising middle class in Asia, increasing trade flows to and within Asia and the trend for companies to outsource non-core activities. From today’s perspective the company is optimistic that 2013 will be another record year with double-digit profitable growth, whereby sales are expected to grow at least in line with the addressable market.

Ananda buys into Bonia?

A recent announcement that Millington Ltd has acquired a substantial stake in leatherwear manufacturer Bonia Corp Bhd has prompted interest in who is behind Millington.
Millington, registered in the British Virgin Islands (BVI), has emerged as a substantial shareholder of Bonia, with a 6.82% stake in the company.
FocusM understands that Millington is linked to private equity fund Creador Sdn Bhd, which focuses on long-term investment in growth-oriented businesses in Indonesia, Malaysia, Singapore and India, reports G. Vasantha.
Creador have investment in Oldtown White Coffee in April 2012 with 10% stake and sold in in April 2013 for 101% internal rate of return. Share price of Bonia reach it high at RM3.48. So why so many interested in Bonia.

still go back to same way. do our own research and get big reward from it.

if can stay at 2.80 level than is a buy.

market half day

tomorow is trading half day

Be careful if the deal is not going through.

5.69

3.42

strong resistance is at 2.70

for me i will say normal. up or down. result will speak for it.

will bonia up again tomorow. if is continue to go up than something is brewing.

3.31

Affin TP is 3.25. With more institutional look into the stock, i believe the price will be more than current price.

people ask to buy pm due to people want to sell.

Look like somthing is going on and yet our Local fund do not know how to invest and cash out.

KUALA LUMPUR: British Virgin Islands registered Milingtonia Ltd has emerged as a substantial shareholder in Bonia Corporation Bhd with 6.82% stake.

A filing with Bursa Malaysia showed the company bought 13.74 million shares on July 26 in a direct business transaction.

The share price closed at an all-time high that day and the upward trend has continued, with the share trading at RM3.05, up 14 sen, at midday on Friday

Meanwhile, other filings showed Amanahraya Trustees Bhd-Skim Amanah Saham Bumiputera sold 10.70mil shares while Permodalan Nasional Bhd disposed of 11.47 million units on July 26.

StarBiz reported on July 26 that there were 22.17 million shares transacted off-market that day at an average price of RM2.54. Stock market data showed the shares accounted for 11% of its paid-up of 201.57 million shares

Particulars of Substantial Securities Holder
Name: Milingtonia Limited
Address

Vanterpool Plaza, 2nd Floor
Wickhams Cay 1
Road Town
Tortola
British Virgin Islands

NRIC/Passport No/Company No.

1683515

Date interest acquired & no of securities acquired

Currency: Malaysian Ringgit (MYR)
Date interest acquired: 26/07/2013
No of securities: 13,747,260
Circumstances by reason of which Securities Holder has interest Direct Business Transaction (DBT)

Nature of interest: Direct interest

Price Transacted ($$)

Total no of securities after change
Direct (units): 13,747,260
Direct (%): 6.82

Bonia 3.10

goldis treasury share already done.

for me i still hold my share for dksh and bonia

bonia is 2.95

wait and see. Focus malaysia new just mention on Bonia.

will be worth more than that

for me i still keep.

Something is going on

I will say FV is at 8.00 to 12.00. At current price still cheap.

Compare Up To DKSH
Stocks
Last Done Price 5.52
52 Weeks Range 1.840 - 5.520
Return DKSH
3 Months Return 61.64
6 Months Return 101.04
1 Year Return 172.27
3 Year Return 689.78
5 Year Return 905.58
Fundamentals DKSH
Rolling EPS [$] 0.49701
Rolling PE 10.885

For Dividend is minimal. But is increasing from 2011. The 2012 is 11.5 sen vs 7 sen in 2011.

Detail for 2012.
1) Final single tier dividend of 9 sen per ordinary share for the financial year ended 31 December 2012 and
2) Special single tier dividend of 2.5 sen per ordinary share for the financial year ended 31 December 2012.
The above Company's securities will be traded and quoted [ "Ex - Dividend" as from : [ 19 July 2013 ] 2) The last date of lodgement : [ 23 July 2013 ] 3) Date Payable : [ 22 August 2013 ]

Detail for 2011
Final single tier dividend of 7 sen per ordinary share for the financial year ended 31 December 2011.