Displaying items by tag: 2021

建筑材料价格不降反升，房价还坐得住吗？

疫情严重打乱了全球建筑材料的生产和供应链。根据马来西亚建造行联合总会（The United Malaysia Contractors Association）所提供的数据显示，直至2021年8月，洋灰、木材、钢铁、玻璃和铝制品等建筑材料价格比2020年上涨了21.4%至52.38%，这尚未涵盖为控制疫情和解决劳力短缺所必须投放的额外资金。在支出暴涨的情况下，我国的房价还坐得住吗？

如今，建筑材料价格受制于国际的供应和需求量、货币政策、通货膨胀率、外币兑换率、其他相关利率和能源成本等。目前，我们所面对的价格调整主要是因为建筑材料的生产因疫情而停滞，市场出现了生产和供应失衡的情况，而这供需的缺口正正成为了建筑材料价格暴涨的主要原因。

房价上涨是否无可避免？

后疫情时代，各行各业依旧面对严峻的挑战。在控制建筑材料价格上，我国政府竭尽所能控制洋灰和钢筋等建筑材料价格；大马房地产发展商公会（REHDA）和大马建筑工业发展局（CIDB）也密切监督市场走势，以便适时向政府表达行业的忧虑；而本地大多数房地产发展商仍自行吸纳额外成本，尽量不在这时期把额外成本转嫁到房价上。因此，若建筑材料价格获得适当的控制，维持房价平稳并不困难。

从不在品质上妥协

面对市场种种挑战，NCT集团依旧保持对每一个房产项目品质的执着，从不在项目的安全、品质和功效性上做出妥协，并以一套系统化的监督和管理方式，缓解建筑材料价格上涨所带来的冲击。

1. 价值分析，探索替代建材和建造方案

价值分析是NCT集团从未中断的研究工作。面对原有建筑成本的攀升，集团摒弃了价格涨幅颇大和难以取得的建材，以预制混凝土（pre-cast concrete）、后拉预力系统（post tensioning system）和其他可替代建材和建造系统取代。举个例子，预制墙板（prefabricated wall panels）和框架体系（framing systems）不仅可明显减少建筑废料和降低劳工成本，还可加速工程进度；后拉预力系统可减少钢筋的使用量，同时也可缩短工程时间。两者皆是可降低成本，却无需牺牲建筑品质的替代方案。

2. 预先采购建材

除了致力搜索可替代建材，NCT集团也会考虑预先购入指定建材，以避免后期的价格上涨或供应短缺等问题。

3. 与制造商和供应商洽谈

NCT集团向来主动出击，面对价格上涨问题定会直接与制造商和供应商商讨出双赢的解决方案。洋灰、瓷砖、门框及门扇、五金制品、浴室用品、灯具、空调、热水器等都是可直接商讨的建筑材料。

4. 真诚与公平地对待建造商和供应商

NCT集团向来重视，并努力维护与建造商、供应商和顾问团等合作方的长久合作关系。通过持续性的合作，各方不仅可减少合作风险，NCT集团还可降低资金成本，达到共赢的局面。

建筑材料价格的上涨无疑缩小了房地产发展商的盈利空间。然而，NCT集团致力于开拓更多的可能性以抵抗所面对的成本压力，带给大家最舒心和可负担的产品。

后疫情时代：房产，买或不买？

2020年，我们经历了前所未有的全球大封锁；截至目前，全球人民在没有其他办法的情况下选择与病毒共存，大家也逐渐回归疫前生活，让全球经济出现一阵阵复苏的迹象。新一波的疫情是否会再次出现？相信没有人可以准确地回答这问题。然而，经历了超过一年半的各阶段封锁，相信我们已经更有能力面对疫情所带来的影响。

政府在近期开放了所有的经济领域，让整体市场稍稍回温。至于房地产领域，在政府、国行、房地产发展商和其它上下游领域的极力配合下，本地房地产发展商对后疫情时代的发展依然抱着正面和乐观的态度。身为消费者的你，在考虑到疫情发展仍存在的不确定性之下，置业应该马上出击，还是继续静观其变？

乘势出击

疫情期间，有意置业但抱着观望态度的人太多，也间接地限制了目前的屋价。到了疫情缓和及经济回温之际，置业的人肯定会明显增多。若经济许可，这时候置业可避免买涨不买跌的情况。另外，在疫情和市场的冲击下，很多房地产发展商都尽量放出了最大的优惠政策，而这些优惠在疫前的房产市场是不可能出现的，这时候置业也是捡漏的最佳机会。

每一次的危机就是最佳的转机。回顾历史，我们往往会发现每一次的金融危机都是楼市的每一次暂停，但短暂停顿后就会迎来飞速的增长，而这都会让在每一次危机中及时置业的人获益匪浅。只要产品买得对，在屋价触底的时候入手必然可坐等产业升值的时刻。

了解购屋需求

每个人置业的原因都不一样。若你打算自居，在国行推出的低利率、政府推出的拥屋计划和房地产发展商推出的诱人配套的驱使之下，相信你没有再拖延的理由。若你打算投资房产，那你必须先严厉审核自己的财务状况，问问自己是否经济能力应付各种突发事件。假设你无法顺利找到租客或买家，你是否有能力准时偿还房贷和各种费用？抛开疫情层面来说，了解自己的经济能力，选择一个有发展潜力并且有增值空间的产业是决定是否置业的根本因素。

在这后疫情时代，我们都无可否认从维持生存到全面反弹仍需要一段时间，但行业终会回归到正常的发展轨道，大家也会回到正常的生活状态，而攀升的需求量也会推动屋价进一步升高，到时置业的价格优势或许就消失了。因此，若经济许可，趁现在出手可以抄个底价，也是实现利益最大化的理想选择。

房产推荐：最值得入手的投资楼盘

跨州限制这边厢告一段落，跨州人潮那边厢明显剧增。跨州返乡、旅游消遣的人潮塞满了各条大道，旅游景点更是迎来了久违的人潮汹涌，这不仅让沉寂已久的旅游业再次看见曙光，同时也再一次验证了旅游房产的可持续性。

继Grand Ion Delemen的成功后，Grand Ion Majestic和即将推出的Ion Forte Green City将会是NCT集团于今年极力发展的旅游房产项目。这两项房产项目坐落在我国的主要旅游地标 —— 云顶世界和古城马六甲。开放跨州的首两个星期，我们见证了这两大地点的游客量，相信在国门正式向全世界开放之时，这两大地标的游客量更会攀升到另一个层次。

旅游业是政府极为重视的经济领域。突如其来的疫情虽导致旅游业一片狼藉，但一旦疫情缓和，旅游业仍是最快复苏的领域之一。作为NCT集团的重点项目，Grand Ion Majestic和Ion Forte Green City无论在建筑设计、设施规划还是配套优惠都是众多同类房产项目的佼佼者。虽说凡事没有十全十美的选择，但在房产领域中，我们还是可以理性分析出得分最高的房产项目，而Grand Ion Majestic和Ion Forte Green City绝对是属于高潜质的投资房产项目，也是实现被动收入的理想选择。

高裕轩集团 叶银财 让废弃楼盘焕发生机

TNB Genco to develop hydroelectric power plant in Kelantan

TENAGA Nasional Bhd’s (TNB) wholly owned subsidiary, TNB Power Generation Sdn Bhd (TNB Genco), had received a letter of notification from the Ministry of Energy and Natural Resources to develop a 300 megawatts hydroelectric power plant in Kelantan. In a filing to Bursa Malaysia, TNB said the letter of notification requires TNB Genco to fulfil certain requirements prior to the execution of the project. As conditioned by the government, TNB Genco has incorporated a wholly owned project company named TNBPG Hydro Nenggiri Sdn Bhd to undertake the project. The construction works of the project are estimated to take five years and its expected scheduled commercial operation date is June 1, 2027. — Bernama

Microlink to raise RM58m via private placement

MICROLINK Solutions Bhd is expected to raise gross proceeds of up to RM58.22 million via a proposed private placement of up to 10% of the total number of issued shares in the company. The proceeds would be used for its working capital and future working capital. It added the proposed private allows the company to raise funds based on market conditions. The company will be seeking shareholders’ approval in the upcoming AGM to be held on Sept 29. — Bernama

UWC posts RM19m gain in 4Q21

UWC Bhd posted a net profit of RM19.55 million in the fourth quarter of 2021 (4Q21) ended July 31, 2021, from RM18.65 million in the same quarter last year. Its revenue also increased to RM63.94 million compared to RM61.41 million last year due to its involvement in the life science and medical technology industries and continued global demand from the semiconductor industry. In a filing to Bursa Malaysia, the company said it is optimistic about its upcoming quarters, driven by increasing enquiries from its existing and potential customers, as well as the expected growth from the semiconductor market by 25.1% in 2021.

NCT Alliance posts RM9.5m net profit for 2Q21

NCT Alliance Bhd (formerly known as Grand-Flo Bhd) recorded a net profit of RM9.5 million in the second quarter ended June 30, 2021 (2Q21), compared to a deficit of RM400,000 in the previous year’s corresponding quarter. This was achieved on the back of higher revenue of RM49.2 million, up by 161% compared to RM18.9 million in the same quarter last year. For the first half of the financial year, the group recorded a higher net profit of RM9.6 million, which has already exceeded 70% of the net profit of RM5.6 million recorded for the last full financial year, on the back of an improved revenue of RM64.7 million.

Source from The Malaysian Reserve

To read the original article, please click: https://themalaysianreserve.com/2021/09/08/corp-brief-tnb-genco-microlink-uwc-and-nct-alliance/ 

KUALA LUMPUR (Sept 7): Net profit of NCT Alliance Bhd (formerly known as Grand-Flo Bhd) for the second quarter ended June 30, 2021 (2QFY21) surged to RM9.48 million, from a net loss of RM417.000 a year earlier, on the back of a higher revenue of RM49.2 million versus RM18.88 million previously.

Earnings per share (EPS) rose to 1.78 sen from loss per share of 0.14 sen.

In a bourse filing today, NCT Alliance said its net profit for the cumulative six months jumped to RM9.56 million from a net loss of RM371,000 earlier, on the back of a total revenue of RM64.71 million versus RM42.31 million.

In a separate statement, NCT Alliance executive chairman and group managing director Datuk Seri Yap Ngan Choy said the the company's momentum was underpinned by its strategic plans to expand in the property sector as a leading developer.

He added that the improved performance was primarily driven by the newly acquired Grand Ion Majestic and Grand Ion Delemen projects, with the acquisitions completed in June.

“Moving forward, with the resumption of activities in Genting Highlands plus the opening of its new outdoor theme park, our two projects are expected to generate a sustainable stream of income and cash flow, contributing to the group’s positive prospects for the coming years.

“Looking ahead, with the recent encouraging vaccination rate, we remain optimistic about the outlook as Malaysia’s vaccination rate continues to increase and the nation moves towards achieving herd immunity,” he said.

Yap said that moving forward, NCT Alliance is well positioned to tap into opportunities in the property sector and drive sustainable growth of the group over the long term.

At the midday break today, NCT Alliance settled 5.77% or three sen higher at 55 sen, with 6.36 million shares done.

Source from The Edge Markets

To read the original article, please click: https://www.theedgemarkets.com/article/nct-alliance-2q-net-profit-surges-rm948m-higher-revenue 

KUALA LUMPUR (Sept 7): Net profit of NCT Alliance Bhd (formerly known as Grand-Flo Bhd) for the second quarter ended June 30, 2021 (2QFY21) surged to RM9.48 million, from a net loss of RM417.000 a year earlier, on the back of a higher revenue of RM49.2 million versus RM18.88 million previously.

Earnings per share (EPS) rose to 1.78 sen from loss per share of 0.14 sen.

In a bourse filing today, NCT Alliance said its net profit for the cumulative six months jumped to RM9.56 million from a net loss of RM371,000 earlier, on the back of a total revenue of RM64.71 million versus RM42.31 million.

In a separate statement, NCT Alliance executive chairman and group managing director Datuk Seri Yap Ngan Choy said the the company's momentum was underpinned by its strategic plans to expand in the property sector as a leading developer.

He added that the improved performance was primarily driven by the newly acquired Grand Ion Majestic and Grand Ion Delemen projects, with the acquisitions completed in June.

“Moving forward, with the resumption of activities in Genting Highlands plus the opening of its new outdoor theme park, our two projects are expected to generate a sustainable stream of income and cash flow, contributing to the group’s positive prospects for the coming years.

“Looking ahead, with the recent encouraging vaccination rate, we remain optimistic about the outlook as Malaysia’s vaccination rate continues to increase and the nation moves towards achieving herd immunity,” he said.

Yap said that moving forward, NCT Alliance is well positioned to tap into opportunities in the property sector and drive sustainable growth of the group over the long term.

At the midday break today, NCT Alliance settled 5.77% or three sen higher at 55 sen, with 6.36 million shares done.

Source from Edge Prop

To read the original article, please click: https://www.edgeprop.my/content/1899332/nct-alliance-2q-net-profit-surges-rm948m-higher-revenue 

KUALA LUMPUR (September 7): NCT Alliance Bhd (formerly known as Grand-Flo Bhd) net income for the second quarter ended June 30, 2021 (2QGJ21) increased to RM 9.48 million, from a net loss of RM 417,000 Year before due to higher sales of RM49.2 million compared to RM18.88 million previously.

Earnings per share (EPS) rose to Sen 1.78 with a loss per share of Sen 0.14.

In a filing on the stock exchange today, NCT Alliance said its net income for the cumulative six months increased from a net loss of RM 371,000 previously to RM 9.56 million, on total sales of RM 64.71 million compared to RM 42.31 million.

In a separate statement, Datuk Seri Yap Ngan Choy, executive chairman and group managing director of NCT Alliance, said the company’s momentum is underpinned by its strategic plans to expand into the real estate sector as a leading developer.

He added that the improved performance was mainly due to the newly acquired Grand Ion Majestic and Grand Ion Delemen projects, which were completed in June.

“With the resumption of activities in Genting Highlands and the opening of the new outdoor theme park, both of our projects are expected to generate sustainable income and cash flows and contribute to the Group’s positive outlook for the years to come.

“Looking ahead, given the recent encouraging vaccination rates, we remain optimistic about the outlook as Malaysia’s vaccination rate continues to rise and the country moves towards herd immunity,” he said.

Yap said NCT Alliance would be well positioned to develop opportunities in the real estate sector and drive the group’s sustainable growth over the long term.

At lunchtime today, NCT Alliance finished 5.77%, or three sen, higher at 55 sen, with 6.36 million shares sold.

Source from Iketerumens (The Edge)

To read the original article, please click: https://iketerumens.jp/nct-alliance-2q-web-revenue-surges-to-rm9-48m-on-larger-income/ 

KUALA LUMPUR: NCT Alliance Bhd says it has posted the best performing quarter in its history, with a net profit of RM9.5 million in the second quarter (Q2) ended June 30, 2021.

This reverse the net loss of RM417,000 recorded a year ago, NCT Alliance said in a statement today. 

The strong performance was achieved on the back of a higher revenue of RM49.2 million, up 161 per cent from RM18.9 million in the same quarter last year.

For the first half, NCT Alliance recorded a net profit of RM9.6 million from a net loss of RM371,000 in the same period in 2020.

The company's revenue increased 52.95 per cent to RM64.7 million from RM42.3 million previously.

Executive chairman and group managing director Datuk Seri Yap Ngan Choy said the strong results was underpinned by NCT Alliance's strategic plans to expand its presence in the property sector as a leading property developer. 

Yap said the company's improved performance was primarily driven by its newly-acquired Grand Ion Majestic and Grand Ion Delemen projects, with the acquisitions completed in June 2021.

"Moving forward, as the resumption of activities in Genting Highlands plus the opening of its new outdoor theme park, our two projects are expected to generate a sustainable stream of income and cash flow, contributing to the company's positive prospects in the coming years," he added. 

Yap said with the recent encouraging vaccination rate, NCT Alliance remained optimistic about the outlook, as Malaysia's vaccination rate continued to increase and the nation moved towards achieving herd immunity. 

"Moving forward as prospects improve, we are confident that NCT Alliance is well-positioned to tap into opportunities in the property sector and drive the sustainable growth of the company over the long-term," he added.

Source from New Straits Times

To read the original article, please click: https://www.nst.com.my/business/2021/09/725131/nct-alliance-posts-best-performing-quarter-its-history 

KUALA LUMPUR: NCT Alliance Bhd says it has posted the best performing quarter in its history, with a net profit of RM9.5 million in the second quarter (Q2) ended June 30, 2021.

This reverse the net loss of RM417,000 recorded a year ago, NCT Alliance said in a statement today. 

The strong performance was achieved on the back of a higher revenue of RM49.2 million, up 161 per cent from RM18.9 million in the same quarter last year.

For the first half, NCT Alliance recorded a net profit of RM9.6 million from a net loss of RM371,000 in the same period in 2020.

The company's revenue increased 52.95 per cent to RM64.7 million from RM42.3 million previously.

Executive chairman and group managing director Datuk Seri Yap Ngan Choy said the strong results was underpinned by NCT Alliance's strategic plans to expand its presence in the property sector as a leading property developer. 

Yap said the company's improved performance was primarily driven by its newly-acquired Grand Ion Majestic and Grand Ion Delemen projects, with the acquisitions completed in June 2021.

"Moving forward, as the resumption of activities in Genting Highlands plus the opening of its new outdoor theme park, our two projects are expected to generate a sustainable stream of income and cash flow, contributing to the company's positive prospects in the coming years," he added. 

Yap said with the recent encouraging vaccination rate, NCT Alliance remained optimistic about the outlook, as Malaysia's vaccination rate continued to increase and the nation moved towards achieving herd immunity. 

"Moving forward as prospects improve, we are confident that NCT Alliance is well-positioned to tap into opportunities in the property sector and drive the sustainable growth of the company over the long-term," he added.

© New Straits Times Press (M) Bhd

To read the article, please click: https://www.msn.com/en-my/money/topstories/nct-alliance-posts-best-performing-quarter-in-its-history/ar-AAOb3q5 

先前由 GRANFLO 转名为 NCT 的这家房地产公司很不幸的在私下配售的期间面临 MCO 3.0，导致公司的股价也被压了不少；不过有持股能力并且有申请私下配售的，现在应该有获利了。

那废话不说，我们再直接看看公司在该季度中的业绩表现：

在该季度（“FY 2021 Q2”）中，我们可以看到 NCT 的营业额无论是按年、还是按季都有着非常明显的增长；而这主要是 NCT 的房地产开发（“Property Development”）业务所带来的营业额，至于过去 NCT 的数码业务（“Other Operations”）已在过去的一个财政年脱售，在该季度中并无贡献任何的营业额。

不过，NCT 的数码业务在该季度中却有员工和其他行政的开销需要支付，多少影响了公司在该季度中的利润。

回顾公司在上个季度（“FY 2021 Q1”）中，NCT 的旗下只有 Mahkota @ Kampar 和 Acacia Residences @ Sepang 在手中，并且两者的工程都已经接近尾声；而公司在近期内完成的 Grand Ion Majestic 和 Grand Ion Delemen（“Grand Ion 项目”）的收购则是公司在该季度内业绩大幅度改善的主要原因。

对于第一次接触 NCT 的读者，Grand Ion 项目是位于云顶的混合型产业项目（“Mixed Development”），其收购价格共合 RM 422.9 Million，公司是通过私下配售的资金、将 Grand Ion 项目的负债也纳入公司内扣除购买价格、以及发行 RCULS 来完成的。

在该季度中，公司的净利率也大幅度的提高到了 19.25%，而这也主要是 Grand Ion 项目的高利率所导致的。

以现金流的角度来看，NCT 在该季度的净经营现金流为 RM 33.0 Million，对比 FY 2021 Q1 和 FY 2020 Q2 的 RM 2.4 Million 和负 RM 6.1 Million 已有非常大的改善。

但是需要留意的是，公司已从接近净现金的状态 – 在上个季度中净负债为 RM 1.0 Million 左右在加入新的债务后，目前公司有背负着 RM 148.0 Million 的负债。

公司在该季度中也并无派发任何的利息，不过以个人对于该公司的了解，在植入了 Grand Ion 的项目后，未来随着盈利持续提高公司理应会开始派发股息；值得一提的是，该项目预计在未来 3 年会给公司带来 RM 250.0 Million 的毛利（扣除该季度的 RM 20.6 Million 后大约还有 RM 229.4 Million）。

随着云顶逐步重开和建筑工程能够恢复之下，暂时来看 NCT 在下个季度的业绩理应会更好，但是投资者要担心的就是 RCULS 潜在的股权稀释。

目前来看，公司在完成了私下配售后共有 750,823,762 股流通股；但是不要忘记 RCULS 还有 375.0 Million（Tranche 1，已经发行）和潜在的 242.8 Million 的 RCULS（Tranche 2 – Tranche 4，还未发行，将会根据 Grand Ion 项目的建筑进程来发行）股权的稀释。

也就是说，在完全稀释的效果之下公司的最大稀释总股数将会是 1,287,613,762 股（公司在 7 月份曾经将 81.0 Million 的 RCPS 转成母股，成本为 RM 0.320），其潜在最大的稀释的 EPS 将会是 0.736 左右。

如果是将该 EPS 平均化来看的话，公司以 RM 0.555 的估值来说 P/E 大约在 18 ~ 19 倍左右，考虑到 NCT 未来的业绩还有望上升来看，个人觉得 NCT 还是有些看头的。

不过，这是根据个人非常粗略的计算，平均来说物业股都是 ~ 10 倍左右的 P/E 估值，NCT 是否值得就要看个人的观点，我们不能提供任何买卖的建议。