sapura industrial集团主席（chairman)是
Tan Sri Dato’ Seri Ir. Shamsuddin bin Abdul Kadir，年过80岁，行将就木雄风不在。
他的两个孩子：Datuk Shahril Shamsuddin (deputy chairman)
and Shahriman Shamsuddin(executive director)
许多人都知道 sapura kencana 是老马儿子的，
其实，真正掌控 skpetro 的是 Datuk Shahril Shamsuddin，
以下是 skppetro 董事局成员，
shahril 是 president and group ceo,
老马儿子只不过是 executive VICE chairman 罢了。
可见 shahril的生意管理头脑。
shahril 毕业于 master of science in management of technology,
MIT sloan school of management.
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话归正题，我们来探讨傻兵：
5 years financial highlights
5 年来营业额没什麽成长，
税后净利在 2011， 2012 财政年 是其它财政年份的双倍左右。
2011财政年是从 2010年2月1日到 2011年1月31日。
2012财政年是从 2011年2月1日到 2012年1月31日。
2013财政年是从 2012年2月1日到 2013年1月31日。
派息方面：
27-7-2010 ex dividend 5sen
14-12-2010 ex dividend 14sen
18-7-2011 ex dividend 13.8sen
20-7-2012 ex dividend 15sen
11-10-2012 ex dividend 7sen
派高息时期是2010年到2012年期间，
也既是2011，2012，2013财政年
在这时期是有谁掌控sapind,
看看这几年来directors board 董事成员就知了，
原来就是商业管理天才Datuk Shahril Shamsuddin
下图是 sapind 2012年财政报告书里的董事成员：
下图是 sapind 2013年财政报告书里的董事成员：
在2012和2013财政年财政报告书中，
董事局里完全没有
Tan Sri Dato’Seri Ir. Shamsuddin bin Abdul Kadir（主席）的名字及照片，
可见他的权力被Datuk Shahril Shamsuddin架空。
由此可见，这段时期是Datuk Shahril Shamsuddin掌控傻兵，
是Datuk Shahril Shamsuddin带领傻兵为股东们创造财富
（派高息，股价新高，税后盈利增长超过100%等等）。
2012年4月传出shamsuddin 父子不和，争产夺股的新闻后，
"..............
Sapura founder sues sons for millions
KUALA LUMPUR: The publicity-shy Tan Sri Shamsuddin Abdul Kadir of Sapura Group is in the news but not for his entrepreneurial skills.
He is taking his two sons to court.
Shamsuddin, who got married to then 30-year-old Mariam Parineh Nariman from Iran in 2007, had filed a lawsuit against his children at the Shah Alam High Court in February.
It was reported that Shamsuddin, who is the chairman and founder of Sapura Group, is demanding the return of shares and properties valued in excess of RM450mil from his two sons, Datuk Shahril Shamsuddin and Shahriman Shamsuddin.
It is learnt that court papers did not explain the reasons Shamsuddin, 80, is demanding the return of the assets, which include a 15% share in the family’s private investment vehicle called Sapura Holdings Sdn Bhd and other properties in the Klang Valley and Selangor.
It is also learnt that the claim stated that Shamsuddin “gratuitously and without consideration” transferred the block of shares in Sapura Holdings and a total of 23 parcels of property to a private investment holding company Brothers Capital between 2007 and 2010.
The Star had carried a report in June 2007 on how the father and son had built and fashioned a family-owned business empire.
It was stated that when Shamsuddin founded the group in 1975, the company’s core business was essentially auto, defence, energy and later, ICT.
However, in the late 1990s, when his son Shahril took over the reins and after a protracted lull, he slowly, but gradually, turned the group into what it is today – largely an oil and gas company.
It said the group had transformed itself into the country’s most integrated and largest oil and gas service provider.
http://www.thestar.com.my/News/Nation/2012/04/06/Sapura-founder-sues-sons-for-millions.aspx
............"
Datuk Shahril Shamsuddin 卸下 控制sapind 权利，以平息这内乱。
“............
Changes in Sub. S-hldr's Int. (29B)
| SAPURA INDUSTRIAL BERHAD |
Particulars of substantial Securities Holder
| Name | Tan Sri Shahril bin Shamsuddin |
| Address | No. 66, Jalan Kuda Emas The Mines Resort City 43300 Seri Kembangan Selangor Darul Ehsan |
| NRIC/Passport No/Company No. | 610322-03-5029 |
| Nationality/Country of incorporation | Malaysian |
| Descriptions (Class & nominal value) | Ordinary Shares of RM1.00 each |
| Name & address of registered holder | Sapura Holdings Sdn. Bhd. Sapura @ Mines, No. 7 Jalan Tasik The Mines Resort City 43300 Seri Kembangan Selangor Darul Ehsan |
Details of changes
Currency: Malaysian Ringgit (MYR)
| Type of transaction | Date of change |
No of securities
|
Price Transacted (RM)
|
| Transferred | 17/06/2013 |
32,420,391
|
0.000
|
| Circumstances by reason of which change has occurred | Transfer of shares from Sapura Holdings Sdn. Bhd. to Tan Sri Dato’ Seri Ir. Shamsuddin bin Abdul Kadir. |
| Nature of interest | Direct and Indirect |
| Direct (units) | 1,426,875 |
| Direct (%) | 1.96 |
| Indirect/deemed interest (units) | 32,420,391 |
| Indirect/deemed interest (%) | 44.55 |
| Total no of securities after change | 1,426,875 |
| Date of notice | 17/06/2013 |
没了shahril samsuddin 的傻兵还有 $ 途吗？
这是关键的问题：
Tan Sri Shamsuddin Abdul Kadir 年事已高，超过80岁，没当年勇，
难怪生意官司找上门账目要拨备，可能人老好欺。
汽车行业竞争激烈，团队很重要，老人带队吃力不讨好。
总之，我是不看好 Tan Sri Shamsuddin Abdul Kadir领导的傻兵。
市场看法想必也如此，业绩不理想，不能满足股东期望（派高息），因此股价不振。
那傻兵完全没希望了吗？
未必，
因为Tan Sri Shamsuddin Abdul Kadir 终究会走的一天，
那时，shahril 可能又回来了，
到时傻兵翻身，大家又可与傻兵并肩作战，冲锋陷阵了。
所以，傻兵跌低低时买一点来收，等他的老爸走了，股价应该会一飞冲天。
备注：亏盈自负，本文没做任何建议买卖。
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