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2014/02/28

Sunway EPS 的高涨

5211    SUNWAY    SUNWAY BERHAD
Quarterly rpt on consolidated results for the financial period ended 31/12/2013
Quarter:4th Quarter
Financial Year End:31/12/2013
Report Status:Unaudited
Submitted By:

Current Year QuarterPreceding Year Corresponding QuarterCurrent Year to DatePreceding Year Corresponding Period
31/12/201331/12/201231/12/201331/12/2012
RM '000RM '000RM '000RM '000
1Revenue1,342,1551,241,7684,733,6554,128,837
2Profit/Loss Before Tax1,248,148212,0961,894,305839,662
3Profit/Loss After Tax and Minority Interest1,138,752146,5571,500,475438,826
4Net Profit/Loss For The Period1,202,678167,9481,773,438724,280
5Basic Earnings/Loss Per Shares (sen)66.079.9595.1529.88
6Dividend Per Share (sen)5.006.0010.006.00
As At End of Current QuarterAs At Preceding Financial Year End
7Net Assets Per Share (RM)3.10002.4900


Remarks:
N/A

27/02/2014   07:00 AM



昨天看了业绩,再读报告的review,看到歪歪差些要pengsan,太多看不懂的。。。

随后,第一天大概也有看了一下,给歪歪讲解,歪歪才agak-agak懂。

有部分盈利是包含卖掉SMC的。


-------------
A4 Unusual Items

There were no material unusual items affecting the amounts reported for the current quarter ended 31
December 2013 except for the following:

Current and preceding year corresponding quarter



Notes:

1 The Group recognised RM0.4 million and RM0.3 million (profit before and after tax and non-controlling interests) in gain on derivatives respectively as a result of the effects of FRS 139: Financial Instruments:

Recognition and Measurement. The Group recognised RM0.7 million and RM0.4 million in gain on derivatives for the year ended 31 December 2013 and 31 December 2012 respectively.

2 During the quarter ended 31 December 2013, the Group recognised RM190.9 million (profit before tax) and RM173.2 million (profit after tax and non-controlling interests) of fair value from its investment properties, as explained in Note A9. For the corresponding quarter ended 31 December 2012, the Group recognised RM23.8 million (profit before tax) and RM20.4 million (profit after tax and non-controlling interests) of fair value gain from its investment properties respectively.

3 During the quarter ended 31 December 2013, the Group reversed RM17.8 million (profit after tax and noncontrolling interests) on deferred tax in relation to the fair value gain from investment properties in prior year due to change in Real Properties Gain Tax rate. For the year ended 31 December 2013, the Group reversed the provision of deferred taxation RM10.0 million made pertaining to the sale of Sunway Medical Centre to Sunway REIT in the previous year, as a result of the successful tax appeal obtained from the tax authority. The Group incurred RM1.6 million professional fee in relation to it. For the corresponding quarter ended 31 December 2012, the Group reversed RM7.2 million of deferred tax provided on investment properties of the Group on the basis that the carrying value will be recovered through sale pursuant to Amendments to FRS 112:
Deferred Tax - Recovery of Underlying Assets.

4 The Group recognised RM59.7 million and RM76.5 million (profit before and after tax and non-controlling interests) as share of fair value gain from Sunway REIT for the year ended 31 December 2013 and 31 December 2012 respectively.

5 During the quarter, the Group recognised a gain of RM27.0 million (profit before tax and profit after tax and non-controlling interests) on the disposal of 20% equity interest in SRM. The Group also recognised fair value gains of RM108.0 million and RM297.9 million (profit after tax and non-controlling interests) arising from the remeasurement of the Group's remaining interest in SRM and the shareholding at Sunway REIT, respectively upon the change in control. This is in accordance with the requirements of FRS 10.

6 During the corresponding quarter ended 31 December 2012, the Group recognised RM97.8 million (profit before tax) and RM75.4 million (profit after tax and non-controlling interest and consolidated elimination) of profits on disposal following the completion of the disposal of the Group's interest in the land and building of Sunway Medical Centre Berhad ("SMC") together with SMC's plant and machinery, services infrastructure and all fixtures and fittings affixed or located or used in SMC.

7 Pursuant to the adoption of FRS 10, the Group is required to consolidate the financial position and financial results of Sunway REIT and the adjustments are to be made retrospectively. However, no consolidation is required upon the change in control after the disposal of 20% in SRM, as the Group is viewed to have a joint control in SRM. Consequently, the Group recognised accounting adjustments amounting to RM395.8 million (profit before tax) and RM355.6 million (profit after tax and non-controlling interests ) taken up in the previous financial years during the quarter ended 31 December 2013, and RM98.8 million (profit before tax) and RM70.9 million (profit after tax and non-controlling interests) during the quarter ended 31 December 2012.

Pertaining to the above, accounting adjustments amounting to RM588.9 million (profit before tax) and RM363.4 million (profit before tax and non-controlling interests) taken up in the previous financial years are reversed for the year ended 31 December 2013. As for the year ended 31 December 2012, accounting adjustments amounting to RM116.8 million (profit before tax) and RM91.8 million (profit before tax and non-controlling interests) was made.

8 During the quarter, the Group made a reversal on fair value expenses of RM1.4 million for ESOS option granted on 3 September 2013. The Group incurred a total fair value expense of RM38.3 million for the year ended 31 December 2013. The ESOS fair value expenses are included in the operating expenses item.

B1 Review of Performance

For the quarter

The property development segment recorded revenue of RM417.2 million and profit before tax of RM130.7 million in the current quarter compared to revenue of RM386.6 million and profit before tax of RM137.1 million in the corresponding quarter of the previous financial year. The higher revenue in the current quarter was underpinned by strong sales achieved in most of our property developments. However, the profit before tax was slightly lower compared to the corresponding quarter in the previous year due to higher operating cost and lower profit recognition from some of the local and Singapore property projects.

The Group recorded revenue of RM1,322.4 million (before FRS10 adjustment as per Note A1) and profit before tax of RM226.7 million (after excluding unusual items as per Note A4) for the current quarter ended 31 December 2013 compared to revenue of RM1,171.3 million and profit before tax of RM189.0 million in the corresponding quarter in the previous financial year. The higher revenue in the current quarter was mainly due to higher revenue achieved in the property development and construction segments. Besides the higher revenue, the stronger current profit was also contributed by the additional interest income received from the recent rights issue proceeds and write back of some provisions which were made in the previous quarters.

The property investment segment recorded revenue of RM165.8 million and profit before tax of RM44.2 million in the current quarter compared to revenue of RM162.8 million and profit before tax of RM47.5 million in the corresponding quarter of the previous financial year. Although the current revenue recorded for this segment was slightly higher, the current profit before tax was lower when compared to the corresponding quarter profit of the previous financial year. This was partly due to the one-off acquisition fee received following the acquisition of the land and building from Sunway Medical Centre by Sunway REIT, which boosted the previous corresponding quarterly profit.

The construction segment recorded revenue of RM443.0 million and profit before tax of RM18.3 million in the current quarter compared to revenue of RM360.3 million and profit before tax of RM17.0 million in the corresponding quarter in the previous financial year. The increase in revenue was due to higher progress billings from its civil construction and building works. However, the current profit was partly offset by an approximate RM28.0 million provision for doubtful debts in respect of the outstanding balance receivable from one of the building contracts in Abu Dhabi.

The trading and manufacturing segment recorded revenue of RM133.7 million and profit before tax of RM9.4 million for the current quarter compared to revenue of RM122.7 million and profit before tax of RM7.6 million in the corresponding quarter in the previous financial year. The improved performance was mainly due to improved sales in heavy machineries and higher profit contribution from its Singapore and China operations.

The quarry segment recorded revenue of RM50.5 million and profit before tax of RM 4.8 million for the current quarter compared to revenue of RM57.2 million and profit before tax of RM5.0 million in the corresponding quarter in the previous financial year. The slight drop in performance was mainly due to the lower contribution from its Caribbean project in the current quarter.

Other segments recorded revenue of RM112.3 million and profit before tax of RM10.5 million for the current quarter compared to revenue of RM76.7 million and loss before tax of RM1.5 million in the corresponding quarter in the previous financial year. The improved performance was mainly due to higher contribution from the healthcare and building material divisions.


For the 12 month period

The Group recorded revenue of RM4,527.6 million and profit before tax of RM661.1 million (after excluding unusual items as per Note A4) for the 12 months ended 31 December 2013 compared to revenue of RM3,849.2 million and profit before tax of RM524.4 million in the corresponding 12 months ended 31  December 2012. The stronger financial results were due to improved performance across all our business segments with higher profit contribution from the property development, construction, quarry and healthcare segments. The Group profit was also boosted by the additional interest income received from the recent rights issue proceeds and write back of some provisions which were made previously.

The property development segment recorded revenue of RM1,167.1 million and profit before tax of RM347.5 million for the 12 months ended 31 December 2013 compared to revenue of RM912.0 million and profit before tax of RM305.8 million for the 12 months ended 31 December 2012, representing a growth in revenue and profit before tax of approximately 28% and 14%, respectively. The better performance was in line with the strong sales recorded during the year from those recently launched projects and on-going projects. Furthermore, the five on-going property development projects in Singapore which were fully sold, also contributed strongly to the current profit.

The property investment segment recorded revenue of RM578.3 million and profit before tax of RM127.3 million for the 12 months ended 31 December 2013 compared to revenue of RM585.2 million and profit before tax of RM126.9 million for the 12 months ended 31 December 2012. Despite a slight drop in the revenue, the profitability of this business segment was still satisfactory.

The construction segment recorded revenue of RM1,621.7 million and profit before tax of RM80.1 million for the 12 months ended 31 December 2013 compared to revenue of RM1,274.9 million and profit before tax of RM65.4 million for the 12 months ended 31 December 2012, representing a revenue and profit before tax growth of approximately 27% and 24%, respectively. The increase in revenue and profit before tax was due to stronger progress billings of the local civil and building projects coupled with stronger contribution from its precast concrete products business in Singapore. However, the resulting profit was partly offset by an approximate RM28.0 million provision for doubtful debts in respect of one outstanding balance receivable from one of the building contracts in Abu Dhabi.


The trading and manufacturing segment recorded revenue of RM586.8 million and profit before tax of RM43.2 million for the 12 months ended 31 December 2013 compared to revenue of RM558.7 million and profit before tax of RM41.5 million for the 12 months ended 31 December 2012. Despite the challenging market condition in Indonesia and Australia, the overall performance of this business segment was still satisfactory.

The quarry segment recorded revenue of RM197.7 million and profit before tax of RM21.9 million for the 12 months ended 31 December 2013 compared to revenue of RM196.9 million and profit before tax of RM12.2 million in the 12 months ended 31 December 2012. The strong performance was mainly due to higher selling price and better cost management at the quarry sites.

Other segments recorded revenue of RM376.1 million and profit before tax of RM32.1 million for the 12 months ended 31 December 2013 compared to revenue of RM314.6 million and profit before tax of RM13.7 million in the 12 months ended 31 December 2012. The better financial results were mainly due to improved performance from the healthcare and building materials divisions.


就是。。。太长了,等中文报的翻译版出现^^

感谢Sunway股被市场抛弃,歪歪才有机会买回来。

现在手上的Sunway股份,要收在保险箱。:)



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2014/02/27

27022014 加码IGBreit

27022014 以股价RM1.15再加码IGBreit。


其实,歪歪加码IGBreit理想价格为RM1.08。

以RM1.15加码的价格,预测DY 5.6%。

5.6%比定期好。

相信Mid Valley, The Garden的租金还是会步步高升,就除非Mid Valley的人潮不再。

目前,歪歪必须暂停加码Sunreit。

因为Sunreit股价回升,歪歪要的是追低加码,而不是追高。

不懂是不是AmanahRaya 不停买Sunreit股票,而把价钱扶持主,还把股价拉高了的关系。。。


也因为歪歪持有Sunreit股数在追低价,不停加码下,大幅度提升。

所以,Sunreit的股价回升,歪歪股票组合数字轻松的上涨。

或许,这只是短暂回升。

不过,那一种看着资组合数字轻松就上涨下,感觉还是很爽。

也在这个见证下,歪歪深深明白,为什么有钱的人会越来有钱。并且在得到第一笔资本后,更容易靠钱滚钱,让财富轻易上涨。

全因有钱人的选择- 理财投资。


Yilai的好消息前带动股价,在业绩出来前就上涨。

让歪歪不免去想,Sunway的股价在靠近业绩出来时,也同样逐步回升。

那么,等Sunway业绩出来,会否又是带有好消息呢?

也同样的,在Sunway股价从高追加到低。

目前持有的股数虽不比Sunreit多,但也超越早前套利的股份。

人生是不能重来,时间分分秒秒的流失。

歪歪只是把握现在,一直去做自己认为对的事情。

也因为歪歪愿意行动,才能换取今天所得到的收获。


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2014/02/26

Yilai 的好消息

SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2013

INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/12/2013
31/12/2012
31/12/2013
31/12/2012
$$'000
$$'000
$$'000
$$'000
1Revenue
43,288
35,126
158,118
131,363
2Profit/(loss) before tax
5,215
4,425
16,770
14,296
3Profit/(loss) for the period
3,881
3,317
12,643
10,673
4Profit/(loss) attributable to ordinary equity holders of the parent
3,881
3,317
12,643
10,673
5Basic earnings/(loss) per share (Subunit)
2.50
2.13
8.15
6.85
6Proposed/Declared dividend per share (Subunit)
3.00
4.00
7.00
7.00


AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7Net assets per share attributable to ordinary equity holders of the parent ($$)
1.2700
1.2600


除了3cents股息,还有这一个好消息;


20. Dividends


On 27 August 2013, the Company declared an interim single tier dividend of 4 sen per ordinary share totalling RM6,197,600 in respect of the year ended 31 December 2013 and was paid on 8 November 2013.

The Board is proposing for the shareholders’ approval at the forthcoming Annual General Meeting, a final single tier dividend of 3 sen per ordinary share of RM0.50 each for the financial year ended 31 December 2013. The details of the book closure date and payment date will be announced at a later date.

The total single-tier dividend per ordinary share of RM0.50 each for the current financial year is 7 sen (2012: 7 sen single-tier).

20. Dividends (continued)

The Board is also proposing a special share dividend on the basis of three (3) treasury shares for every one hundred (100) existing ordinary shares of RM0.50 each held by shareholders, fractions of treasury shares to be disregarded. The details of the book closure date will be announced at a later date.


感激股友k的介绍,歪歪要请股友k吃10片roti telur, 以示感激^0^

算到来,7cents 股息+ special share dividend, 以歪歪的成本价,拥有11% DY^^


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精明省电-洗衣篇


2013年的年度字是“涨”,2014年就要靠“省”来应对通货膨胀。

加上2014年电费上调后,大家还得开始学习精明用电,避免皮包大瘦身。

目前,大马的电源主要是靠不能再生能源产生电源。所以,当我们大量消耗电力,也会增加地球热度与伤害。

农历新年开始,气温再回到30几度。在热乎乎的气温,就要聪明使用免费的太阳热度,可以减少电费的支出。

家庭必备电器-洗衣机

现在化的洗衣机会在清洗衣服后,自动或另设额外功能把衣服风干-wind dry
在炎热的天气,只要衣服洗清洁,不用风干,单把衣服挂在大太阳下暴晒。3个小时后,衣服就能全干,根本不用多浪费电力把衣服风干。

当气温去到37度时,就算晚上手洗衣服,衣服还滴水,只要挂到第二天早上,衣服也几乎80%干透,就只差太阳芳香。

精明看太阳使用洗衣机,当天气越热,用多了冷气的耗电量,就在精明使用洗衣机,节省回一点点的电费也好。:)

最重要的,还是要为地球出一分力,减少消耗电源,有助减低温室效应

SEDA Malaysia

我国在2011年成立SEDA@马来西亚能源永续发展局, 就为发展国内的绿色能源。


SEDA Malaysia is the implementer of Feed-in Tariff program for Renewable Energy Development in Malaysia.

201411日开始,TNB帐单上的1% 永远能源基金会上调到1.6%

关于更多的SEDA咨询,可以参考:www.seda.gov.my

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2014/02/25

精明省电-冷气机篇


冷气机是一间舒适家,所需的电器,或是想要的电器?

答案因人而异,一些人要睡冷气房,才能安眠。并且在第二天,才有精力挣生活费。所以,冷气机是他们的必要家庭电器。

而歪歪是怕冷的人,只有等到气温超过36度以上,歪歪才会有冲动想花钱,装冷气机。

就算自己去旅行,住在酒店内,歪歪也可以把冷气温度调到26度。

幸好,爱人知道歪歪怕冷。所以,就算当下他感觉有点热,也愿意牺牲,并迁就歪歪。

每个家庭要怎么节省因冷气机,而消耗电源费用呢?

当电费涨价时,政府提议各购物中心的冷气温度保持在24度。24度是属于舒适的温度,不太冷,也不太冷。

冷气温度每降低一度,就要消耗更多的电源,付出更多的电费。



如果我们在冷气房内,安装一把风扇,让风扇轻微风速,带着冷气房内的空气旋转,就可以增加冷意,不用一味调低冷气机的温度。

当天气炎热,想开冷气降低室内温度,请关闭门窗,并拉上窗帘,避免阳光直晒。

定期保养冷气机,记得清洗air filter, 才能让冷气机正常操作。

空气充满灰尘,air filter阻塞了,无论冷气温度多低,都会觉得不冷,白白浪费电源与电费。

小叮嘱,目前我国的电源,依然大多靠非绿色能源产生电力。所以,当我们消耗越多的电力,就会增加地球温度。

绿色能源的发展,则就有助减低温室效应。

只要电源使用量超过300kwh,我们就必须贡献帐单数额的额外1.6%,作为国内再生能源发展基金。

SEDA Malaysia

我国在2011年成立SEDA@马来西亚能源永续发展局, 就为发展国内的绿色能源。


SEDA Malaysia is the implementer of Feed-in Tariff program for Renewable Energy Development in Malaysia.

201411日开始,TNB帐单上的1% 永远能源基金会上调到1.6%

关于更多的SEDA咨询,可以参考:www.seda.gov.my


2014/02/24

IGBreit 预测股息率算一算



看到IGBreit股价RM1.12,开始要拿计算机算一算;


用一月的租金分派3.61cents来做预算;

预测股息率
(3.61x2)-10%=6.498 cents

若市价 RM1.08

RM 64.98 / RM1080=6.017%

花钱upgrade 手机or丢去买IGBreit,换来每年约6%,并在未来租金上涨后,还会提升DY的IGBreit?_?

或,有没有两者兼得的方法?

昨天,歪歪准备好要买Samsung Galaxy S4的钱,趁爱人休假陪歪歪去买。

结果,爱人说:“你不是说要等两个月Samsung Galaxy S5出,S4 价格跌才买吗?“

然后,再加一句:“很多人用S机都有lag的问题。。。”

那么,换歪歪问回爱人:"酱要买还是不要买?给你讲讲下,都不敢买了。。。”

其实,歪歪是想,快快买了,就不用再左右摇摆。。。(唯一没有摇摆的,就是要13megapixel 摄影功能,要厉害过大侄儿的^0^)

结果,爱人的几句话,歪歪从Samsung Galaxy系列,看到Sony xPeria , Nokia Lumia来回的做选择,都拿不到主意。

或许,IGBreit 跌破RM1.10,而歪歪又会把钱丢去trading account了^^

新年前,连续好像两三期miss掉买新生活报。所以,歪歪不懂什么文章刊登,就没有贴上部落格了。


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2014/02/22

BR1M 2014 辅助金bank in 户口了


一些人在2月20日开始,已经发现户口收到了BR1M 2014 辅助金。


凡结婚的,家庭收入少于RM3000,辅助金是RM650。

而结婚的,家庭收入RM3000- RM4000,辅助金是RM450。

凡未婚,21岁以上,月入少于RM2000,辅助金是RM300。

60岁的老人,收入少于RM3000,辅助金是RM650。

至于60岁的老人,收入RM3000-RM4000, 辅助金是否RM450,歪歪找不到资料^0^




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2007-2014-  Stareit@YTLreit 痴痴的等    只等到比定期好                         

最近,稳定站在RM1的Stareit@YTLreit在季报公布前,股价跌破RM1。

歪歪一度担心季报的数字会步入Zhulian后尘,就是数字或许不美丽。

而内部人预先知道,就早早抛售,以致股价才会在业绩公布前,领先下跌。

庆幸,YTLreit最新季报的数字,还是ok的。

只不过,未来的附加股活动,会否影响EPS,则还是一个问号。

去年,歪歪有和鱼大聊到关于Public Bank VS Stareit的选择。

如果时光能够倒流,回到2007年。。。

歪歪选择定期加码的对象是Public Bank,就算只是100股,又100股加码Public Bank (当年的股价大概RM7-RM8)。

那么, 歪歪所投入资本的回报,绝对远胜定期加码Stareit。

从2007年-2014年,Public Bank业绩大有进步,提高股息分派,股价也开番。

然而,时光是不能倒流。

不过,却能成为一个共享的理财投资学习经验。

2007-2014年Stareit@YTLreit丁点回报



目前,总投入资金RM13,764.60。

2012年和2013年,有买卖共6000单位Stareit,大概赚了百多块。




从2007年到2013年,总收过的租金RM4706

2013年的租金收入RM 1,393,看似比2012年增加不少。其实,只是因为YTLreit更改租金分派的方法,把半年换季节。

2014年2月份,歪歪股票组合共持有15,700 YTLreit。

以2014年1月20日宣布派1.9786租金做预测,只要歪歪没有减持YTLreits, 大概一年可以收到 RM1118。

RM1118 / RM13,764 = 8.1%。

对于YTLreit,EPS从2007年-2014年也不见得有什么进步。

让歪歪要丢,又舍不得8%。不丢,又不是很爽其增长度。

所以,歪歪一直在等着卖的理由出现。。。^^

RM4706/RM13,764=34.19% 

只要YTLreit一天还在继续经营,每年固定给7-8cents租金,34.19%的数额就会持续增长。

当然,这个增长数额只是比定期好很多,如果换别的公司比,简直就是失败之选了。。。

现在的歪歪集中在Sunreit,IGBreit, Sunway和Digi。

希望另一个5年后,歪歪终于可以等到其中一家公司的EPS开一番,再带动租金或股息开一番,然后,股价也开一番吧^^

昨天的IGBreit跌破RM1.15。

相信只要股价持续保持在RM1.15以下,歪歪就会用有闲钱就加码Sunreit法,转用在IGBreit了。

------------

$36.00 x 3.33 = RM119

相信多几天,歪歪就能拿到$151的美元请款。

加上去年所收到约RM1000的广告费,算给自己找到upgrade一部Samsung Galaxy S4的理由^_^

upgrade手机,以后就能为部落格提供更清晰的照片^0^

-----------

Jstock - Stock Monitor 

歪歪一直使用Jstock管理股票组合,以上的股票表现图,都是使用Jstock功能弄出来的。

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月入上万归有钱人?

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如何不受通膨威胁

命运决定在今天的选择

誓当一只打不死的小强

2014/02/21

当大型motor与Perodua Kancil相撞


如果motor换车罗里,爱人不就。。。

Motor只是镜子裂一点点,motor骑士手则被汽车玻璃碎片擦伤。
 
前几天,爱人才收到Etiqa的SMS通知,保险approved了。

从新年前到新年后,我俩都各有各忙。

大扫除,办年货,爱人车祸,小白汽车轮胎被恶作剧放风,载老妈跑了两趟医院探望亲戚,再载老妈去亲戚家拜年,又消耗了两天,再到赶工给短期外快,时间就这样飞逝走了。

随后,又遇到小单位的风波。

当与屋主联络后,屋主告知歪歪,她收到信,就马上找了Menteri Besar,再写上诉信,并要歪歪再耐心等一个星期。

歪歪就抱着最后一线希望。




如今,爱人的老白进厂差不多一个月了,我们连播电话去催也没有。

暂时让爱人同事载他上下班,歪歪也少一份担心。

歪歪有提议爱人换车,一切就等爱人有空再去想。

新年后的爱人,好像更忙碌。从年新年开工到现在,歪歪都没有看到爱人。

upgrade手机,其中之一的原因,就是以后歪歪可以和爱人视讯通话。

呵~记得以前曾经有人开玩笑,智能手机视讯通话功能对男人有危险。

因为老婆随时会call去,然后,就能查到当时男人身处在那里,身边是不是有什么特别的女人了。^0^


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70%折的包包

经济会不好吗? 

FREE smartphones - only with DG SmartPlan 免费智能手机

银行房屋贷款利率 - iMoney.my

YTLreit Income Distribution 1.9786 - 2nd Quarter Financial Result

YTL HOSPITALITY REIT

EX-date05/03/2014
Entitlement date07/03/2014
Entitlement time05:00:00 PM
Entitlement subjectIncome Distribution
Entitlement descriptionInterim Income Distribution of 1.9786 sen per unit (of which is taxable in the hands of unitholders) in respect of the financial quarter ended 31 December 2013
Period of interest payment to
Financial Year End30/06/2014
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 noPintar Projek Sdn Bhd
11th Floor, Yeoh Tiong Lay Plaza
55 Jalan Bukit Bintang
55100 Kuala Lumpur
Telephone No.: 03-2142 6633
Payment date 27/03/2014
1

SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2013

INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/12/2013
31/12/2012
31/12/2013
31/12/2012
$$'000
$$'000
$$'000
$$'000
1Revenue
114,678
57,155
217,259
85,232
2Profit/(loss) before tax
19,515
17,083
34,345
40,086
3Profit/(loss) for the period
18,917
16,810
33,380
39,572
4Profit/(loss) attributable to ordinary equity holders of the parent
18,917
16,810
33,380
39,572
5Basic earnings/(loss) per share (Subunit)
1.43
1.27
2.52
2.99
6Proposed/Declared dividend per share (Subunit)
1.98
3.59
3.90
3.59


AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7Net assets per share attributable to ordinary equity holders of the parent ($$)
0.9716
0.9937

Review of Performance





歪言歪语

业绩出来了,Australia酒店收入依然高,而EPS有稍微的增加,Income distribution也有增加.

现在看到季报里的1.98cents,是因为YTLreit换了租金分派方式,从半年变成每一季。

11Nov 2013 宣布派1.9175cents
        现在则宣布派 1.9786

                               -----------
                      半年= 3.8961(要扣10% tax)

如果下半年也是保持3.8961, 一年等于7.79cents,扣10%就是7.0cents。

也许你也有兴趣阅读以下文章;

20022014 加码IGBreit 

绿色能源减低温室效应

The Pinnacle 与Sunway Pyramid

我俩不平等关系

尊重他人的花钱方式

2014/02/20

20022014 加码IGBreit

今天排队加码不到设定目标价格的Sunreit,眼看IGBreit出现大量的丢票,不懂又是不是EPF的杰作。

歪歪决定暂时放弃加码股数蛮多的Sunreit, 直接排队等RM1.15的IGBreit。


结果,一排队就买上中。

其实,早前想要RM1.14的加码价格,但价格可遇不可求。而且只是相差RM6的而已,就直接买了。

20022014的MKH很神勇,可惜,歪歪卖剩下77股。

原本hor,歪歪打算等MKH RM4,就打去HLebroking卖掉最后的77股。

但,今天MKH有股东会议,而股价在会议结束后,就变神勇。

不懂是否有任何的好消息??

Ah boon在MKH股价少于RM3.51时候,选择吃MKH回头草,现在已经赚到了。:)

歪歪不敢追,所以,现在改了卖77股MKH的目标价格,就等RM4.50。

等MKH RM4.50,就卖掉77股,然后,扣除水钱还有大概RM300,就留来加码股价走低的IGBreit收租金。:)

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14022014 - Yilai的情人节礼物

读者送的小红包

2014/02/18

可以吃下肚子的老鼠粉




好久没有吃老鼠粉,所以,就因为老鼠粉而选择关顾这档口。



好吃,好吃:)



一碗好像要RM5。

位置Dengkil Medan Selera

尝试新经验

嗯~这个星期应该会开始忙碌,歪歪答应了无聊人-《有梦有勇气的年轻岁月》要协助他做点东西,是时候正式开工,尽能力把“她”完成。

这也是歪歪的第一次尝试新东东,人生不能白活,就接受一个给自己2014年的新挑战:)

一切需要保密,不要8挂,事成后,歪歪自会揭晓:)


也许你也有兴趣阅读以下文章;

曾经的白日梦

教导孩子财富管理

老鼠赛跑 3

开源节流抗通膨

2014/02/17

开源节流抗通膨

15-01-2014 - 星期三,新生活报歪歪理财记事本专栏《开源节流抗通膨

原文;

节流开源抗通膨

踏入2014年的第一天,迎接而来的就是电费即上涨近15%

电源是众多产品的生产成本之一。制冰商得知电费即将上涨下,已经在去年12月宣布每包冰块将会涨价50仙。

那么,日后我们在外头喝的美绿冰,kopi O冰的价格,是否也会被调整?

网路流传一张照片,一间茶餐室写明食物售卖价格上调,而其原因就是 《我也不想的》。

大马土地越来越珍贵,房价的高涨,也带动租金逐年上调。现在加上电费,商业执照费,门牌税也上涨,增加商家们的成本负担。

有一句话说,“杀头生意有人做,赔钱生意没人要做”。商家要维持盈利才能生存,只好羊毛出在羊身上,把成本上涨的负担转移到消费者的身上。

就像如果要受薪一族倒贴钱去为老板工作,又有谁愿意为公司继续效力呢?

如果消费者是准受薪一族,除非公司体贴加薪。不然,在生活费大幅度上涨后,同样的薪水只能买到更少的物品。

在百货膨胀下,就算减少花费,有些花费如孩子的学巴交通费,还有一家人基本三餐伙食费,都是不能省的固定开销。

也因此,在省无可省下,就必须寻找开源,增加收入对抗通膨的经济压力。

有钱人能够变有钱,不是靠好运气,而是喜欢把钱用来购买好资产。

要跳出不停面对钱不够用的经济压力,必须学习节流,再学开源。并且把成功存下来的每一块钱,都尽量用在投资上,而不是赚多了,反而消费也变多了。

一些年轻人在面子书高喊钱不够用!另一边又传上一张在咖啡馆与一片贵蛋糕和贵咖啡的合照。

当年歪歪在发现自己的财务问题后,为了要摆脱经济压力,吃的都是住家饭,上班就自备午餐,只为了月月有余钱。

原来一个月没有花钱吃贵蛋糕,喝贵咖啡,或休假就去逛街,一个月就能省下三或五百块。

当知道有钱人能够变有钱的魔法,主要是懂得把钱花在好资产上,歪歪就有样学样。

当年的自己连一笔五千令吉的储蓄也没有,根本没有能力购买房产或土地当收租婆。于是,就靠每个月把所存下的几百块都用来买股收息。

如今在百货物价上升时,歪歪培养几年的有余钱,就买股收息的好习惯,换取一年比一年多被动现金收入,变相为自己增加额外的收入,加强应付通膨威胁的能力。

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2014/02/15

Perodua Viva Elite 1.0 冷气问题

2012年5月尾拿到Perodua Viva Elite后,歪歪有花钱装上隔热膜。

然后,到了2013年的3月份,歪歪载着老妈和大侄儿去马六甲游玩,开始觉得冷气不够冷。

当时,歪歪以为天气炎热的关系。

去年3月份的天气,也是30多度。

后来,到了8月份的不够冷已经严重到,车外比车内还要凉爽。

歪歪就拿车去汽车冷气服务中心问一问。也在当天,师傅说是gas不够,就决定进gas,费用RM35。(汽车医药费- Perodua Viva 冷气逐渐不够冷

2014年农历新年开始的天气,又再非常炎热。

歪歪又发现冷气又再不够冷,然后,就拿去相同汽车冷气服务中心再进gas.

这一次师傅也是check了说,gas不够。

然后,他还说小车是有这种问题,因为小车不够大。(应该是装gas的不够大吧??)

那么,是不是代表每五六个月,歪歪就必须带小白去进gas一次呢?

进gas后,冷气开最小度而已,也会觉得很冷。

而在进gas前,冷气开最大度,也只觉得ok而已。


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2014/02/14

14022014 - Yilai的情人节礼物

14022014 - 双情人节,Yilai不懂做么股价破新高,站在RM1.08。


 歪歪股票组合的Yilai也有了18%,不包括股息的纸上盈利。

21 Nov才出季报,所以,下一次的季报就在这个月了吧?

就耐心等等。

房产好卖,希望Yilai的瓷砖生意再上一层楼。

还是无窝的歪歪,就让手上的瓷砖公司股安慰下自己:)

有多余的钱,就买股收息。

然后,就会发现前方的路会越来越好走。


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2014/02/13

13022014 IGBREIT

有时候不一定就如你所愿的等到

嗯~其实,歪歪在等IGBREITRM1.13+-的价格+买够了Sunreit,就会进攻加码IGBREIT。

然而,1402的ex date就在明天,IGBREIT的股价已经RM1.25,而且一片绿海。

看看annoucement,大股东在买票。。。


嗯~自前几天RM1.26加码Sunreit后,组合里几家公司好像又从低回升。。。

这样的话,歪歪就要停一停,看一看,再做决定了。

手上剩下77股的MKH竟然来到RM3.80。

如果MKH突破RM4.00,歪歪或许会把77股MKH给放手。

卖odd lots水钱算RM45的话,还有两百多cash可以放进pocket。


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2014/02/12

老爷Proton Wira换新Proton Saga FLX SV


接近20岁的老爷车Proton Wira卖掉了,换了新Proton Saga FLX SV。


Proton Saga FLX SV车价RM33k+,具备central door lock, airbags, alarm, reverse sensor, power steering。

呵~歪歪的Perodua Viva Elite 1.0 central door lock,只要轻踩break就可以自动锁门。Proton Saga FLX SV mau pakai tangan^0^

新车相比老爷Proton Wira, 新车enjin声清静多了,比歪歪的Perodua Viva Elite 1.0 enjin声温顺很多,冷气也够冷。

最重要,我们可以摆脱白头老豆每次驾驶老爷Proton Wira,只要一start enjin,老爷Proton Wira就会变身成八爪鱼,喷出大量黑烟的噩梦。


Proton Saga FLX SV空间够大,价钱够低,而且不是kosong车

车价包括保险约33K-34K, 不过,也必须要驾驶了几年后,准时保养下,出任何问题,才可称为车价廉美。




现在KL车牌不再是前面英文字母,后面号码,而是开始用W1234P。


 Proton Saga FXL SV车尾箱空间很大,比歪歪的Perodua Viva Elite 1.0空间大两倍左右。

以后,父母再出国,就直接用Proton Saga载送。

其实,Perodua Viva Elite 1.0车尾箱是可以放行李箱。只不过,只够放一个大和一个小行李箱。

然后,父母的手提行李和背包就必须放在乘客后座。

又然后,坐在后面的白头老豆,就要和行李挤一挤。


新车刚下地,车主都会特别宝贝。

之前,歪歪宝贝新买的Perodua Viva Elite 1.0。神经病到一个星期,就帮小白洗澡三次。

就算看到一些灰尘,歪歪也不爽,非要小白-白白净净。

现在就轮到父母,看到新车在外头晒,然后,会自动把车驾去后面较阴凉的地方放。

甚至说,要帮新车穿衣服。


车再宝贝,也只是身外物。

因为无论自己再多宝贝+保护爱车,还是会发现小白的身上,这个月又比上一个月增加多一些些花痕。。。
 
所以,歪歪学会看开后,最多一个星期只帮小白洗澡一次。


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态度决定人生