Monday, July 22, 2013

sapind 致命点分析


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.



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。


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




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:



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

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.


Datuk Shahril Shamsuddin 卸下 控制sapind 权利,以平息这内乱。


Changes in Sub. S-hldr's Int. (29B)


Particulars of substantial Securities Holder

NameTan Sri Shahril bin Shamsuddin
AddressNo. 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 incorporationMalaysian
Descriptions (Class & nominal value)Ordinary Shares of RM1.00 each
Name & address of registered holderSapura 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 transactionDate of change
No of securities
Price Transacted (RM)

Circumstances by reason of which change has occurredTransfer of shares from Sapura Holdings Sdn. Bhd. to Tan Sri Dato’ Seri Ir. Shamsuddin bin Abdul Kadir.
Nature of interestDirect 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 change1,426,875
Date of notice17/06/2013

没了shahril samsuddin 的傻兵还有 $ 途吗?


Tan Sri Shamsuddin Abdul Kadir 年事已高,超过80岁,没当年勇,



总之,我是不看好 Tan Sri Shamsuddin Abdul Kadir领导的傻兵。




因为Tan Sri Shamsuddin Abdul Kadir 终究会走的一天,

那时,shahril 可能又回来了,




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