【Magna Prima 交流专区】我の投資記事簿~全年暴漲22426.27%

发表时间: 2008-2-27 22:34    作者: blackcat98    来源: LC金融超級市場

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【Magna Prima 交流专区】我の投資記事簿~全年暴漲22426.27%
Warning:這不是投機股,這是長期成長股
Capital Paid Up 100,000,000

Share Issued 51,549,246

Par Value RM 1.00

Price (01.09.2007) RM 2.55

P/E Ratio

Warrant (01.09.2007) RM 1.27

Excise Price RM 1.30

Expired Date 2012

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• blackcat98 (2008-2-27 22:35:07)

  過去業績

  Year	Turnover (RM'000)	Profit After Tax (RM'000)	EPS
  2003	169,461	36	0.09
  2004	96,741	1,587	3.78
  2005	108,020	(12,664)	(27.39)
  2006	77,209	119	0.25

• blackcat98 (2008-2-27 22:35:28)

  簡介
  二板建築股，自從去年管理層大換血(引用1)，計畫3至5年轉板至主板(引用2)，手握8億發展計劃。
  
  
  引用:

  
  ¨Most of our board members and management team are new, "Lee Kian Seng told FinancialDaily after its EGM in Kuala Lumpur on Nov 2.
  Updated : 02-11-2006
  Media : The Edge
  Story By : Isabelle Francis
  www.biznewsdb.com

  
  引用:

  
  ¨We've a full team in place. It is the efforts of the old and new staff members that will help the group achieve a turnaround this year,〃 Lim Ching Choy said, adding that Magna Prima Bhd planned to move from the second to the main board in three to five years.
  Updated : 28-05-2007
  Media : The Star
  Story By : S.C. CHEAH

  
  

• blackcat98 (2008-2-27 22:35:48)

  舊聞
  
  盈利稅於4月1日起廢除後，麥納首要（MAGNA，7617）的高級房產銷售額一週內即成長4倍。
  
  麥納首要首席執行員林進財今日披露，該公司在產業盈利稅廢除後的一週內，便售出總值達2千萬令吉的房產，比較以往1個月才能有如此銷售額。
  
  他說：“我們是產業盈利稅廢除後的直接受惠者，該措施直接衝擊公司產業銷售額，也將進一步帶動我國的經濟發展。”
  他對大馬產業市場前景感樂觀，並指出該公司未來2至3年將集中在大馬的業務發展。
  
  麥納首要目前在靠近吉隆坡雙峰塔附近進行一項78個單位的高級公寓發展計劃─The Avare，該發展總值達3億令吉的產業預計於2008年9月完成。
  
  
  林進財指出，The Avare的單位已售出60%，預期將於下個月可達70%，屆時即可達到損益平衡，估計年杪可售完。
  
  他是在麥納首要與科威特金融機構簽署貸款合約後發表談話。科威特金融機構貸款6160萬令吉予該公司，其中2500萬令吉作為購置The Avare所在地段。
  
  
  林進財透露，麥納首要目前在白沙羅高原等地物色1至2塊地段，以在有關地段建造以The Avare命名的高級公寓，惟並未透露詳情。
  
  
  麥納首要另有3項發展計劃，分別坐落於甲洞、沙亞南和士拉央，加上位於吉隆坡市中心的The Avare，發展總值達8億令吉，林進財預期可於今年杪完成其中總值4億令吉的發展計劃。
  Updated : 12-04-2007
  Media : 星洲日報
  

• blackcat98 (2008-2-27 22:36:05)

  2006年股東架構
  
  

• blackcat98 (2008-2-27 22:36:25)

  麥納首要手上主要發展項目之一
  
  
  TheAvare，位于新加坡大使館附近，擁有39層樓高，發展總值3億， 自去年1月推出後摘至今年5月就已經售出80%單位，海內外買家各佔半，海外投資者大多數來自香港、新加坡、加拿大、西亞、美國及英國等國家。
  
  麥納首要在去年9月從馬電訊子公司TM Facilities手中，以3100萬令吉成功收購位于吉隆坡城中城附近的地段，建造Avare。
  
  預計將於2008年9月竣工，每單位介于3800至7600平方尺，售價從380萬令吉至1050萬令吉，預計其將帶來3億令吉的盈餘。
  http://www.avare.com.my/
  
  [ 本帖最后由 blackcat98 于 2008-2-27 10:39 PM 编辑 ]

• blackcat98 (2008-2-27 22:37:10)

  30.08.2007
  旅程
  今天如往常一樣逛網搜索數據,不經意發現一個重大的訊息,由於這個訊息挑起了對magna好奇心和經過一番研究後,就這樣開啟了我在magna投資旅程,當時的magna母股價是$1.87 孩子價錢$0.82,於是急忙辦理手續和銀行借了一筆5年personal loan加上自己多年的儲蓄,決定全部身家投入magna
  各位看官很想知道甚麼神秘訊息讓我大力買進,容我在這先賣個關子

• blackcat98 (2008-2-27 22:38:06)

  說到做到的CEO
  （吉隆坡06年11月2日訊）麥納首要（MAGNA）新管理層上陣，冀在截至明年12月杪結束前，轉虧為盈。
  該公司新上任總執行長林進財表示，新管理層將提升工作效率，專注發展旗下產業及建築業務。
  
  “我們從不同管道引入精英，加強管理團隊素質，我們希望在未來6個月，整合管理層及加強旗下運作單位，讓每個人都能發揮各自強項。”
  
  “今年的業績或許不會有太大驚喜，但明年將是令人振奮的一年，我們旨在明年底轉虧為盈。”
  他今日出席股東特別大會后，發表談話。
  
  麥納首要 在05財年，錄得1381萬令吉的淨虧損，營業額報9573萬令吉。
  他說，公司目前持有總發展值達7億8000萬令吉發展計劃，預計可供未來2年發展。
  他也透露，目前已推出的產業計劃如Plaza Prima、Casa Prima及莎阿南汽車城等，銷售反應不俗，迄今已售出超過50%。
  另外，該公司今日也在特大獲股東同意，以3250萬令吉現金，向馬電訊（TM）子公司收購一持有永久地契、佔地4278平方公尺的地庫。
  
  
  引用:

  Year	Turnover (RM'000)	Profit After Tax (RM'000)	EPS
  2006	77,209	119	0.25
  2007'Q1	25,384	2,091	1.95
  2007'Q2	64,638	8,729

• blackcat98 (2008-2-27 22:39:46)

  
  納首要靈魂人物
  林進財46歲，無任何學位 ，擁有22年金融服務經驗，2002年上任馬星總執行，在任期間成功帶領馬星從5百萬冲上9千萬盈餘(升幅達3800%)至06年10月才卸任馬星總執行。
  2006年11月再次披馬上陣麥納首要總執行長，嘗試從馬星集團成功條件案例複製在麥納首要。

• blackcat98 (2008-2-27 22:40:02)

  04.09.2007
  買進...買進...再買進
  如我之前所講magna prima是一間小型建築二板股,capital issue也少的很可憐5千萬,孩子2千萬
  決定了目標後,我分別在1.04,1.05,1.08,分批買進一直到1.23,孩子升到1.24後又在跌回最低1.00我再一次補進,由於孩子和媽媽交易量都很少,所以這期間為了避免會引起其他的investor注意力,我必須小心翼翼地進貨...

• blackcat98 (2008-2-27 22:40:43)

  競標對手
  11.09.2007
  競標對手
  這幾天幾乎在吃雞蛋,隨著孩子身價逐漸高漲,意願賣出的人越來越少,大大增加我買進困惱,而且我發現競爭者的出現,這一個月以來估計有兩人以上在和我競標,對方總是擋在我前面, 逼使我不斷抬高價位 有次我放1.45,沒多久他排1.46,後來一氣之下直接放1.6 buy要玩就玩大點,一開始remiser還不敢相信自己的耳朵confirm了幾次才key in,結果當天標價最高的就是我了,當時太衝動,悔不當初嗚嗚~嗚嗚~

• blackcat98 (2008-2-27 22:41:10)

  
  圖表派的,有甚麼高見?

• blackcat98 (2008-2-27 22:41:55)

  12.10.2007
  實地考察
  今天去avare實地考察,現在只是建到17樓,還有20幾樓nei,
  magna,kambahteh!!!順便拍幾張給大家!
  
  

• blackcat98 (2008-2-27 22:42:36)

  刺探軍情
  16.10.2007
  刺探軍情
  今天心血來朝,假扮買家撥打電話avare服務專線03-20312x2x,
  以下是貓和服務專人簡單對話,
  貓,blackcat98
  女,服務專人
  貓   :喂,我對你們的avare有興趣,請問還有空的單位嗎?
  女   :只剩下3個單位,2nd floor有兩個,2x floor剩一個
  貓   :一個單位到底有多闊?
  女   :每個單位都一樣,3千??方呎
  貓   :價錢方面??
  女   : 2nd floor是$4.??Mil,第2x floor5.??Mil
  貓   :不是3.8Mil嗎??   (明明報紙講3.8Mil)
  女   : 2nd floor是$4.??Mil,第2x floor5.??Mil(再次重複,明顯不明白我的意思)
  之後與女敷衍幾下就蓋上電話.
  
  得到的結論:
  1)  78個單位只賣剩下3個也就是說
         已賣出單位 = (75/78)*100%
                            = 96%
  2) 連沒人要的2rd floor 都要標價$4.??Mil起,顯示市區內房價起 ing.
  
  上面是遲post的日記

• blackcat98 (2008-2-27 22:43:02)

  才過沒幾天,下面是最新報導 引用:

  
  Magna Prima's The Avare condo 100% sold
  
  Updated : 26-10-2007
  Media : The Edge
  Story By : N/A
  Translate By : Blackcat98
  via www.biznewsdb.com
  
  KUALA LUMPUR: Property developer and contractor Magna Prima Berhad (MPB) has finally sold all 78 units of its super luxury residential condominium, The Avare Kuala Lumpur, located in the KLCC area, after almost two years.(重點翻譯:Avare終於賣光啦!!)
  
  In a statement yesterday, Magna Prima said The Avare was launched in early 2006 and scheduled to be completed in August 2008. Only 30% of its units were purchased by locals while the remaining 70% were sold to foreigners.(重點翻譯:Avare預計2008年完工,其中買家30%本地70%外資)
  
  The Avare comprises units with built-ups ranging from 3,800 sq ft to 7,700 sq ft which were sold at a minimum price of RM1,350 per sq ft and above. Its last unit was sold at RM2,100 per sq ft, bringing the gross development value of the project to RM325 million.
  (重點翻譯:整體發展總值3.25億!!)
  
  “The successful sale of our flagship luxury condominium speaks for itself and is a new beginning for us, taking MPB closer to achieving its vision of becoming one of the top players in this sector,” said MPB executive director and chief executive officer Lim Ching Choy.
  (重點翻譯:邁向目標成為行業中最頂尖)
  
  Besides its strategic locality, Lim also credited The Avare’s “rapid sale” to the government’s efforts in waiving the approval from Foreign Investment Committee, abolishment of the Real Property Gain Tax and the “Malaysia My Second Home Programme”, all of which contributed to higher foreign sale, strong support from the banking sector on end-financing and favourable foreign investment.
  (重點翻譯:Avare能夠快速銷售歸功於政府消除產業盈餘稅和赦免外資委員會投資許可!!)

  
  

• blackcat98 (2008-2-27 22:43:23)

  引用:
  
  Magna Prima buys 4ha of KL land for development
  KUALA LUMPUR: Magna Prima Bhd yesterday sealed a deal to acquire 4.09 hectares of prime land along Jalan Kuching here for a mixed development project with a gross development value of about RM730mil.  The project is anticipated to kick off and launch for sales within the next six months with completion targeted for 2010, Magna Prima said in a statement.  Magna Prima will fully undertake the project, which will feature 20 units of three-storey shops; two blocks of 200 signature offices; one block of 15-storey offices; a hypermarket on the lower ground and ground floors; five levels dedicated to retail shops, departmentstores, a cineplex and bowling centre; two blocks of 800 service apartments and three levels of underground parking with about 5,000 bays.  The total gross development floor area is estimated to be 3.187 million sq ft, excluding the parking area.   “The acquisition of this land is in line with Magna Prima’s business model, which is purchasing land with development order for fast turnaround time,” executive director and chief executive officer Lim Ching Choy said.  “This development carries numerous potential and business opportunities, especially since it is located in a high density and established area with a high population,” he said. – Bernama  重點:
  
  1)昨天完成收購一塊4.09公頃的買賣(Jln Kuching),發展總值7億3千萬
  2)將會六個月內開始銷售,預計2010年完成
  3)MPB將會全權負責這項工程,工程包括20座3層店屋,兩座200辦公單位,一座15層辦公樓含地層超場等...
  4)magna延續了mahsing的經營模式:速建速售

• blackcat98 (2008-2-27 22:43:45)

  附上去年magna舊聞，供大家參考。
  疑前管理層涉不當行為 麥納首要報案
  
  Updated : 18-11-2006
  Media : 中國報
  Story By : N/A
  www.biznewsdb.com
  
  麥納首要（MAGNA,7617）已向警方報案，指控其前管理層和子公司麥納Park和Perembun（馬）有限公司的交易涉及不當行為。
  
  麥納首要發文告披露，該公司於本月9日報案，指控2004年9月25日的一項綜合發展委任中或涉及不法。
  
  有關委任信中，麥納Park委任Perembun 為綜合發展計劃的主要承包商。該計劃包括承建56間商店辦公樓、567個車位的停車場和397間吉隆坡公寓。
  
  Perembun過後於2004年10月26日，和麥納首要另一家子公司麥納首要建築有限公司簽署聯營協定設立MPC─Perembun公司。
  
  在聯營計劃下，Perembun 作為主要承包商須轉讓工程計劃予MPC - Perembun，工程約值5636萬令吉。
  
  麥納首要指控，在同年10月27日，Perembun和MPC-Perembun另簽附加協議，並把工程價調低至5486萬令吉。
  
  作為轉讓合約的代價，MPC-Perembun聯營公司付予Perembun 150萬令吉的獎掖付款。
  
  麥納首要說，當時麥納首要、麥納Park和MPC中有共同的董事，不過在交易前MPC董事部並沒有議決通過另訂附加協議。
  
  報案書上表示，在工程轉讓中調低工程價和支付給Perembun獎掖付款是不當與令人懷疑的，因為這樣的安排對麥納Park、MPC或麥納首要皆無益處。

• blackcat98 (2008-2-27 22:44:05)

  引用:
  原帖由 Mr.Business 于 24-11-2007 09:34 PM 发表
  Magna现在的盈利增加是因为那KLCC附近的高级公寓的缘故
  
  未必是，根據資料所得Avare在5月的時候只剩下20%單位 (大約16間)，估計在5600萬左右( 16 units* $3.5mil = $56mil )， 平均下來一個月也不過貢獻560萬，而且林董事在10月份曾經表示magna營業額60%主要貢獻來自於Magnaville和 Dataran Otomobil。
  還有一點，營業額急增和最近政府推出大型計畫脫離不了關係，南柔計畫，北方走廊，消除產業盈稅，大馬第二家園和最近大馬版的迪斯尼傳聞，已經吸引不少外資進駐，從klse quarter report可以看到近期許多發展商逐漸反虧為盈，尤其UEM最明顯不過，雖然magna很少接到政府工程，但是整個產業的需求不斷走高，房價高企，取消產業盈稅後所產生的影響，直接帶動了整個國家產業區域發展，magna也從中受惠不少，不然Avare那裡能吸引到70%的外國買家，而且最後剩下幾個單位也是吊高賣。
  
  引用:
  请问那高级公寓计划的盈利贡献到几时结束？
  
  我不清楚，Avare在今年10月26日宣布sold out，所以貢獻出現4rd quarter為此？？是這樣算的嗎？？？或是工程完畢，收到bank/ customer的full payment才能納進revenue？？？
  
  引用:
  Magna还有别个发展计划在进行着吗？
  
  除了The Avare (RM309mil)外，magna手中包括其他發展項目:
  Magnaville (GDV RM169mil)
  Dataran Otomobil 汽車工業園 (GDV RM269mil)
  Casa Prima (GDV RM56mil)
  最近收購一塊jln kuching地皮(GDV RM730mil)

• blackcat98 (2008-2-27 22:44:35)

  昨天中國報的財金天地介紹昨天中國報的財金天地介紹
  

• blackcat98 (2008-2-27 22:45:11)

  General Announcement
  Reference No MP-071210-61187  
  Company Name : MAGNA PRIMA BERHAD  
  Stock Name  : MAGNA
  Date Announced : 10/12/2007
  
  
     
  Type : Announcement
  Subject : ACQUISITION OF ALL THAT PIECE OR PARCEL OF LAND HELD UNDER PN9398, LOT 453 SEKSYEN 13, BANDAR SHAH ALAM, DAERAH PETALING, NEGERI SELANGOR
  
  Contents :
  
  
  1. INTRODUCTION
  
  The Board of Directors of Magna Prima Berhad (“MPB” or “the Company”) is please to inform that MPB’s wholly-owned subsidiary, Magna Shah Alam Sdn Bhd (formerly known as Prima Hardware Sdn. Bhd.) (“MSASB”) has on 10 December 2007 entered into a Sale and Purchase Agreement (“the SPA”) with Muafakat Kekal Sdn. Bhd. (“MKSB”) to acquire a piece of land measuring approximately 19,350 square meters in Bandar Shah Alam (“the said Land”) for a purchase cash consideration of RM9,000,000 (Ringgit Malaysia: Nine Million only) (“Proposed Acquisition”).
  
  
  2. DETAILS OF THE PROPOSED ACQUISITION
  
  2.1 PROPOSED USAGE OF THE SAID LAND
  
  The said Land is presently free from all caveats, prohibitory, orders, charges, liens, leases, tenancies, easements, trusts, and other encumbrances whatsoever whether legal or equitable located at Lot 453 Seksyen 13, Bandar Shah Alam, Daerah Petaling, Negeri Selangor. MSASB intends to develop it into a mixed residential and commercial property of about 378 apartment units and 15 Storey office building with amenities. The Gross Development Value for this development is estimated at RM112,500,000.
  
  The development land is linked by KESAS Expressway, Elite Expressway, NKVE and Federal Highway. It is a five (5) minutes drive to Subang Jaya via Federal Highway and ten (10) minutes drive to Damansara via NKVE.
  
  
  2.2 BASIS OF DETERMINING THE PURCHASE CONSIDERATION
  
  The purchase consideration of RM9,000,000 was arrived at on a willing-buyer willing seller basis after taking into consideration the valuation report from Messrs Azmi & Co dated 11 May 2007 of RM10.8 million using the Comparison Approach.
  
  2.3 SOURCE OF FUNDING
  
  The Proposed Acquisition will be funded by internally generated funds and/or bank borrowings
  
  2.4 RATIONALE
  
  The Proposed Acquisition will enable the MPB Group to expand its land bank for development. The Board believes that the said Land is located in a strategic location for development and contribution from the project will enhance the earnings of the Group.
  
  3. BRIEF INFORMATION ON MSASB AND MKSB
  
  MKSB was incorporated in Malaysia and having its business address at No. 11-2, Jalan Prima 9, Metro Prima, Kepong, 52100 Kuala Lumpur.
  
  The principal activities of MKSB are property investment and property development.
  
  MSASB currently is a dormant company.
  
  MPB is unable to disclose MKSB’s original cost, net book value and date of investment in the said Land as it is not privy to such information.
  4. EFFECT OF THE PROPOSED ACQUISITION
  
  The Proposed Acquisition does not have any effect on the issued and paid-up share capital or shareholding of substantial shareholders of MPB
  
  The Proposed Acquisition is not expected to have any material effect on the net assets or earnings of the MPB group for the financial year ended 31 December 2007 but is expected to contribute positively to the future earnings of the MPB Group.
  
  5. DIRECTORS’ AND MAJOR SHAREHOLDERS’ INTEREST
  
  None of the Directors, major shareholders and/or persons connected with the Directors and/or major shareholders of the Magna Prima Group has any interest in the Proposed Acquisition.
  
  6. DIRECTORS’ RECOMMENDATION
  
  The Board, having considered all aspects of the Proposed Acquisition, is of the opinion that the Proposed Acquisition is in the best interest of the Company.
  
  7. APPROVAL REQUIRED
  
  The transaction is subject to approval of:-
  
  i) the consent of the relevant State Authority in respect of the transfer of the said Land in favour of MSASB or its appointed nominee;
  ii) the consent of the relevant State Authority in respect of the charge of the said Land in favour of MSASB’s Financier; and
  iii) such other approval(s) and/or consent(s) as shall be required
  
  There is no approval needed from the shareholders of Magna Prima Berhad.

• blackcat98 (2008-2-27 22:45:33)

  magna primaの未來四年展望長話短說  
  1)Magna手握6項總值20億工程,相信將在2011年完成所有工程,以4年平均值算將為magna帶來每年貢獻5億revenue*,和現在的前9月財政報表1.75億有段相當大的進步空間
  
  2)PROFIT BEFORE TAX (PBT)
  PBT=500MIL * 28%
  = 140MIL
  4年裡每年平均取得PBT 1.4億
  
  3)PROFIT AFTER TAX (PAT)
  PAT=140MIL * 74%
  =1.036億
  
  4)EARNING PER SHARE (EPS)**
  EPS= 103MIL / 52MIL
  = 1.98 PER SHARE
  
  5)FORECAST PRICE SHARE
  = EPS * P/E
  = RM1.98 * 10
  = RM19.80
  
  NOTE:
  *條件是100% SOLD OUT
  **假設WARRANT無轉換
  
  6)計畫3年上主板,將會吸引外資和基金青睞,預計推高股價(有些海外基金限制不能投資二板)
  
  7)4年內預算好會有場股災,股價暴跌再所難免,但是這都不重要,一切以基本面為投資標準