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Overview
Financial Highlight
Headlines
Business Background The company is a producer of cement, concrete, and aggregates. The company's products are used in the residential and commercial building industry, and have various applications in infrastructure and oil and gas business segments. Lafarge's revenues are focused on the Middle East and Africa and North America, geographically, and on its cement business segment, by activity. The cement business includes the production of Portland cement, specialty cement for building and infrastructure applications, mortars, low-carbon cements, and cement trading activities.
  Nepo We are cautiously optimistic that the solid dynamics of the Group’s main markets remain intact and the key growth drivers, including infrastructure requirements and demand for housing from urbanisation will continue to underpin demand growth in the longer term. The consolidation of MCB and YTL Cement’s cement and ready-mixed businesses in Malaysia has bolstered the effectiveness and efficiency of MCB’s operations. Our ability to deliver seamless solutions to our customers bodes well for the outlook of MCB and the industry going forward. 31/10/2022 4:15 PM dragon328 for those interested in knowing more about YTL power business https://klse.i3investor.com/web/blog/detail/dragon328/2022-12-06-story-h-303952239-YTL_Power_the_Rising_Power_in_Singapore 06/12/2022 3:32 PM lionel messi Watchout. Smart money is collecting this counter. Monopoly business and taking off of major infrastructure projects. 12/01/2023 10:00 AM observatory In 2019 YTL Cement acquired the company from Lafarge at RM3.75 per share. At the time of acquisition, the company already experienced 10 continuous quarters of losses. Right now the company is in a much better position. 19/01/2023 10:29 PM dragon328 The rating affirmation on MCement by RAM is well expected as MCement is in a much stronger position now after incorporating the cement business of YTL Cement, which collectively control 65% of the cement market in Peninsular. With minimum capex going forward but strong operating cashflows, MCement will be able to pare down debts quickly or pay high dividends to its parent YTL Corp. With its credit rating reaffirmed by RAM now, MCement will choose to dividend out more once satisfying the debt cover ratio. 19/01/2023 10:34 PM Good123 sure huatlah nanti :) add :) Maintain BUY, TP: RM2.78. Maintain BUY with unchanged TP of RM2.78. Our TP is derived based on fully diluted target P/B multiple of 0.87x based on c.50% discount to 10 year P/B average (implies -1.5SD to 10 year mean). MCement trades at a depressed P/B multiple of 0.54x (more than -2SD below 10 year mean) implying most negatives are priced in. Downside risks: higher interest rates, mega project cancellations, prolonged high coal/electricity costs. Source: Hong Leong Investment Bank Research - 24 Feb 2023 03/03/2023 12:26 PM Good123 negara membangun, simen adalah mustahak... after pandemik, sektor pembinaan kembali aktif... sesuai untuk pelaburan kini... harga juga rendah kini... tambah!!! 03/03/2023 12:31 PM Good123 In his essay The Superinvestors of Graham-and-Doddsville Warren Buffett described how share prices do not always rationally reflect the value of a business. One flawed but reasonable way to assess how sentiment around a company has changed is to compare the earnings per share (EPS) with the share price. During five years of share price growth, Malayan Cement Berhad moved from a loss to profitability. Most would consider that to be a good thing, so it's counter-intuitive to see the share price declining. 03/03/2023 3:41 PM Good123 murah murah sapu mcement sebelum ia kian bertumbuh ekoran pembukaan ekonomi kita secara total On May 2, YTL Cement entered into a sales and purchase agreement with Associated International Cement Ltd for the acquisition of 433.34 million shares, or a 51% stake, in Malayan Cement for RM1.63 billion or RM3.75 per share. Following the acquisition, YTL Cement was also required to extend the offer to the rest of the shareholders of Malayan Cement to buy the remaining 416.35 million shares at the same price. The mandatory offer, which closed on June 13, saw 220.72 million shares accepted, with YTL Cement holding a 77% stake in Malayan Cement. “The acquisition is expected to deliver operational efficiencies in logistics, distribution, and procurement; and cost synergies realised from economies of scale, and elimination of duplicated functions and corporate overheads; which would contribute positively to future earnings and cash flows of the enlarged YTL Cement group,” says Maybank IB. 03/03/2023 4:31 PM Good123 segala synergi acquisition ytl dulu akan tercapai sekarang , pandemik is over, ekonomi kian bertumbuh memerlukan simen dengan banyak pulak 03/03/2023 4:32 PM Good123 penggunaan simen dalam negara semakin banyak... projek pembangunan negara, FDI masuk untuk mendirikan kilang, dll 03/03/2023 4:48 PM Good123 Time Frame: Monthly Download Data 01/01/2019 - 03/03/2023 Date Price Open High Low Vol. Change % 03/01/2023 2.25 2.32 2.32 2.22 115.50K -4.26% 02/01/2023 2.35 2.45 2.59 2.18 155.90K -4.47% 01/01/2023 2.46 2.13 2.46 2.04 14.33M +16.04% 12/01/2022 2.12 2.10 2.23 2.04 6.69M +2.42% 11/01/2022 2.07 2.14 2.24 2.00 3.06M -2.82% 10/01/2022 2.13 1.88 2.16 1.84 3.19M +13.30% 09/01/2022 1.88 2.14 2.16 1.85 1.85M -11.74% 08/01/2022 2.13 2.11 2.25 2.05 2.89M +0.95% 07/01/2022 2.11 2.20 2.22 2.04 1.75M -4.09% 06/01/2022 2.20 2.38 2.38 2.11 3.51M -7.56% 05/01/2022 2.38 2.78 2.88 2.36 6.04M -14.08% 04/01/2022 2.77 2.40 2.95 2.40 13.98M +14.94% 03/01/2022 2.41 2.40 2.47 2.06 7.38M +0.42% 02/01/2022 2.40 2.18 2.54 1.97 10.83M +11.63% 01/01/2022 2.15 2.56 2.56 2.03 7.73M -15.69% 12/01/2021 2.55 2.53 2.64 2.32 3.53M +0.79% 11/01/2021 2.53 2.99 3.14 2.35 7.54M -15.95% 10/01/2021 3.01 3.05 3.20 2.92 9.86M +0.67% 09/01/2021 2.99 3.01 3.13 2.84 5.61M +2.40% 08/01/2021 2.92 2.74 3.00 2.68 1.03M +4.66% 07/01/2021 2.79 2.90 2.95 2.70 1.09M -3.79% 06/01/2021 2.90 3.03 3.17 2.84 5.23M -4.29% 05/01/2021 3.03 2.83 3.30 2.70 11.73M +5.94% 04/01/2021 2.86 2.57 3.19 2.57 13.95M +10.00% 03/01/2021 2.60 2.58 2.75 2.30 8.87M +0.78% 02/01/2021 2.58 2.05 2.60 2.04 6.99M +26.47% 01/01/2021 2.04 2.50 2.50 1.98 9.75M -18.40% 12/01/2020 2.50 2.49 2.80 2.39 9.31M +0.81% 11/01/2020 2.48 1.82 2.58 1.77 7.09M +36.26% 10/01/2020 1.82 1.82 1.94 1.78 1.75M -1.09% 09/01/2020 1.84 1.85 1.92 1.78 3.01M +1.10% 08/01/2020 1.82 2.11 2.15 1.78 4.09M -13.33% 07/01/2020 2.10 2.40 2.50 2.04 2.16M -12.50% 06/01/2020 2.40 2.95 3.03 2.38 3.72M -18.37% 05/01/2020 2.94 2.26 2.94 2.20 7.76M +28.95% 04/01/2020 2.28 1.75 2.44 1.69 21.94M +28.09% 03/01/2020 1.78 3.23 3.48 1.30 13.37M -44.72% 02/01/2020 3.22 3.25 3.85 3.18 9.51M +0.62% 01/01/2020 3.20 2.95 3.64 2.91 1.41M +8.47% 12/01/2019 2.95 3.20 3.20 2.85 643.50K -7.81% 11/01/2019 3.20 3.20 3.30 3.10 382.20K 0.00% 10/01/2019 3.20 2.85 3.28 2.75 1.33M +12.28% 09/01/2019 2.85 3.49 3.49 2.75 1.15M -14.41% 08/01/2019 3.33 3.40 3.53 3.20 1.18M -2.06% 07/01/2019 3.40 3.62 3.62 3.33 2.73M -6.08% 06/01/2019 3.62 3.74 4.57 3.44 19.29M -3.47% 05/01/2019 3.75 3.28 3.76 3.23 90.39M +13.64% 04/01/2019 3.30 2.55 3.39 2.20 43.73M +32.00% 03/01/2019 2.50 1.86 2.62 1.86 21.25M +33.69% 02/01/2019 1.87 1.88 2.00 1.80 17.00M 0.00% 01/01/2019 1.87 1.85 2.14 1.81 17.64M +3.31% 03/03/2023 5:18 PM Good123 rebuilding of detroyed areas by flood also increases the demand for cement :0 save malaysia! Johor hit by flood again, 1,591 victims evacuated to 21 PPS in four districts 03/03/2023 6:25 PM Good123 Ytl paid rm3.75 per share to lafarge previously,now rm2.25, time for privatisation too, a good proposition Indeed 06/03/2023 8:42 AM Good123 Jualan 2022 rm1.7bil+ > 2021 hanya rm1.1bil+ 2023 lagi tinggi sektor pembinaan dah kembali normal ... Pandemik kovid dah tamat... Vaksin dah tak laku dalam kalangan warga msia kini 06/03/2023 8:49 AM Good123 Banyak projek perumahan dah siap... Renovasi juga menggunakan banyak simen 06/03/2023 8:54 AM Good123 bernama.com https://www.bernama.com › news Cement prices continued to climb in December 2022 -- DOSM 9 Jan 2023 — -- The unit price index of cement rose 1.5 per cent in December 2022 from November 2022, marking the second consecutive month of increase, ... Malay Mail https://www.malaymail.com › news Report: Cement prices up 30pc since Oct, yet to come down 6 Dec 2022 — Citing several industry players, the Malay daily reported that the average 50kg bag of cement jumped 30 per cent 06/03/2023 9:32 AM Good123 Rebound of cement players are inevitable https://www.theborneopost.com/2023/01/10/cement-price-up-by-15-per-cent-in-sabah/ 06/03/2023 9:41 AM Good123 Time to accumulate cement stocks, it would rebound rigorously...cement prices are rising like airlines fares 06/03/2023 9:47 AM Good123 The next boom stock is cement GlobeNewswire https://www.globenewswire.com › ... Global Cement Market to Hit Sales of $459 Billion by 2028 | 23 Nov 2022 — Global cement market was valued at USD 323.24 Billion in 2021, and it is expected to reach a value of USD 459.06 Billion by 2028, ... Global Cement https://www.globalcement.com › Pri... Displaying items by tag: Prices In the US market, the company's cement volumes increased by 5.6% in 2021, with a 5.1% rise in concrete sales. Prices in 06/03/2023 9:48 AM Good123 keuntungan bertambah bagus Financial Year: 30-Jun-2023 23-Feb-2023 31-Dec-2022 896,969 24,314 15,317 15,258 1.71% 0.26% 1.16 0.00 4.42 1,501.05% -72.22% 24-Nov-2022 30-Sep-2022 858,854 4,130 917 953 0.11% 0.02% 0.07 0.00 4.41 -97.21% 06/03/2023 11:04 AM Good123 harga yg dibayar oleh ytl untuk membelinya dulu 15/05/2019 00:00:00 3.7500 0.0300 90.000m 433.345m 337.500m 1.625b 3.7500 10.5920 - 15/05/2019 00:00:00 3.7500 0.0300 90.000m 433.345m 337.500m 1.625b 3.7500 10.5920 - 15/05/2019 00:00:00 3.7500 0.0300 90.000m 433.345m 337.500m 1.625b 3.7500 10.5920 - 15/05/2019 00:00:00 3.7500 0.0300 90.000m 433.345m 337.500m 1.625b 3.7500 10.5920 - 15/05/2019 00:00:00 3.7500 0.0300 73.345m 433.345m 275.043m 1.625b 3.7500 8.6319 - 06/03/2023 11:05 AM Good123 sebelum pandemik, harga belian RM3.75, kini dah endemik, balik ke harga sebelum pandemik OTW 06/03/2023 11:06 AM Good123 5:05PM MCEMENT MICHAEL YEOH SOCK SIONG (15,000,000 units Transacted) Wednesday, 22 Feb 2023 5:39PM MCEMENT YOOGALINGAM A/L VYRAMUTTU (1,000,000 units Transacted) 5:39PM MCEMENT ASMAT BIN KAMALUDIN (1,000,000 units Transacted) Tuesday, 21 Feb 2023 5:02PM MCEMENT YEOH SEOK KIAN (15,000,000 units Transacted) Monday, 20 Feb 2023 5:26PM MCEMENT YEOH SEOK HONG (15,000,000 units Transacted) 5:26PM MCEMENT YEOH SOO KENG (15,000,000 units Transacted) 5:26PM MCEMENT FRANCIS YEOH SOCK PING (15,000,000 units Transacted) Monday, 13 Feb 2023 5:06PM MCEMENT YEOH KHOON CHENG (1,000,000 units Transacted) Thursday, 9 Feb 2023 5:28PM MCEMENT TAN GUAN CHEONG (1,000,000 units Transacted) 06/03/2023 11:12 AM Good123 Terbaiklah The Acquisition continues to bolster profitability and value enhancement. The effectiveness and efficiency of the Group’s cement operations and ability to deliver seamless solutions to customers will be optimised, boding well for the positive growth and outlook of the Group and the industry going forward. In addition, the Langkawi Plant is well positioned to capitalise on the continuing healthy demand from the export market. 06/03/2023 11:17 AM Good123 cement usage starts booming.... all projects restarted... tak banyak orang pakai mask kini 06/03/2023 1:07 PM Good123 retained earnings RM400mil++++++++++ boleh bayar dividen tak terhingga :) CONDENSED CONSOLIDATED STATEMENT OF FINANCIAL POSITION - continued Unaudited As at Audited As at 31.12.2022 30.06.2022 RM’000 RM’000 EQUITY Share capital 5,345,817 5,345,817 Reserves: Foreign currency translation reserve 37,110 33,032 Fair value reserve 3,373 3,373 Retained earnings 409,124 392,912 Equity attributable to owners of the parent 5,795,424 5,775,134 Non-controlling interests 3,815 3,793 TOTAL EQUITY 5,799,239 5,778,927 LIABILITIES Non-current liabilities Lease liabilities 32,317 36,587 Borrowings 2,828,738 2,986,526 Deferred tax liabilities 71,094 85,258 Post-employment benefit obligations 21,936 21,734 2,954,085 3,130,105 Current liabilities Trade and other payables 754,084 650,073 Contract liabilities 2,055 3,055 Amount due to holding companies 4,464 4,397 Amount due to related companies 20,296 19,304 Lease liabilities 15,627 18,799 Borrowings 935,114 813,614 Post-employment benefit obligations 1,737 2,422 Income tax liabilities 8,891 4,586 1,742,268 1,516,250 TOTAL LIABILITIES 4,696,353 4,646,355 TOTAL EQUITY AND LIABILITIES 10,495,592 10,425,282 Net assets per share (RM) 4.42 4.41 06/03/2023 1:49 PM Good123 tunai dari operasi ~RM90juta, hebat!!!!!!!!!!!!!!!!!1 CONDENSED CONSOLIDATED STATEMENT OF CASH FLOWS FOR THE FINANCIAL PERIOD ENDED 31 DECEMBER 2022 6 Months Ended 31.12.2022 31.12.2021 RM’000 RM’000 Cash Flows From Operating Activities Profit before tax 28,444 47,073 Adjustments for:- Amortisation of intangible assets 1,066 1,065 Depreciation of: - investment properties 2 2 - property, plant and equipment 120,995 95,148 - right-of-use assets 9,899 10,148 Dividend income (4) (180) Interest expense 96,671 57,278 Gain on disposal of property, plant and equipment (net) (642) (2,179) Gain on termination of leases (net) (1) - Interest income (6,195) (3,095) Property, plant and equipment written off 607 37 Provision for inventory obsolescence (net) 300 1,080 Provision for retirement benefit 473 460 Reversal of impairment loss on receivables (net) (67) (9,870) Share of results of joint venture (20,907) (20,305) Unrealised gain on foreign exchange (net) (2,372) (2,511) Operating profit before changes in working capital 228,269 174,151 Changes in working capital:- Inventories (16,289) (15,947) Receivables (27,099) (61,102) Other assets (28,886) (36,326) Payables 103,923 21,083 Contract liabilities (1,000) (985) Related parties balances (56,126) 120,577 Cash generated from operations 202,792 201,451 Interest paid (89,881) (87,323) Interest received 6,003 3,095 Retirement benefit paid (271) (794) Income tax paid (net) (29,189) (19,697) Net cash generated from operating activities 89,454 96,732 The Condensed Consolidated Statement of Cash Flows should be read in conjunction with the audited financial statements for the financial year ended 30 June 2022 and the accompanying explanatory notes attached to the interim financial statements. 06/03/2023 1:50 PM Good123 kaya tunai , hebat!!!!!!!!!!!!!!!!!! Cash and cash equivalents comprise :- Fixed deposits with licensed banks 437,562,000 Cash and cash balances 153,375,000 Total RM590,937,000 06/03/2023 1:52 PM  | |
