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发表于 9-8-2018 04:08 AM
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本帖最后由 icy97 于 10-8-2018 04:42 AM 编辑
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发表于 30-10-2018 06:08 AM
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本帖最后由 icy97 于 1-11-2018 07:20 AM 编辑
MISC联营公司获7.35亿合约
Syahirah Syed Jaafar/theedgemarkets.com
October 29, 2018 20:32 pm +08
(吉隆坡29日讯)MISC Bhd持有51%股权的联营公司获得浮式储卸油船(FSO)的定期租船合约,价值1亿7600万美元(7亿3500万令吉)。
MISC与PetroVietnam Technical Services Corporation联合成立该联营公司。
MISC在文告中指出,Idemitsu Kosan Co Ltd(IKC)将从2020年中期开始租赁该FSO,长达7年。
该FSO将用于越南Sao Vang及Dai Nguyet发展项目。
PetroVietnam是越南石油天然气集团(Vietnam Oil and Gas Group)的子公司,主要为越南的石油和天然气行业提供技术服务。
MISC预计,上述合约不会显著影响其截至今年12月31日止财年的收益、负债和每股净资产。
(编译:魏素雯)
Type | Announcement | Subject | OTHERS | Description | MISC BERHAD (MISC or the Company)- Award of Contract | The Board of Directors of MISC wishes to announce that the Company, through its 51%-owned joint-venture with PetroVietnam Technical Services Corporation (“PTSC”), has been awarded a time charter contract by Idemitsu Kosan Co., Ltd. (“IKC”) for the provision of a floating storage and offloading vessel (“FSO”) (“the Contract”). Upon conversion of the donor vessel, the FSO will be deployed for the Sao Vang and Dai Nguyet Development Project in Blocks 05-1b and 05-1c offshore Vietnam.
Pursuant to the Contract, the FSO will be leased by IKC for a firm period of seven (7) years with an estimated contract value of USD176 million. The charter is expected to commence by mid-2020.
PTSC, a company incorporated in Vietnam, is a member of Vietnam Oil and Gas Group and is primarily involved in the supply of technical services to the oil & gas industry in Vietnam.
IKC, a company incorporated in Japan, is engaged in petroleum refining and manufacture and sale of oil products, manufacture and sale of petrochemical products, and the exploration, development and extraction of petroleum, coal and geothermal resources.
The Contract does not have any effect on the issued and paid up share capital and substantial shareholding in MISC. The Contract is also not expected to have any material impact to the earnings per share, gearing and net assets per share of the MISC Group for the financial year ending 31 December 2018.
The risk factors affecting the Contract include changes in economic, political and regulatory environment which MISC will take appropriate measures to mitigate. None of the directors or substantial shareholders of MISC or persons connected to them have any interest, direct or indirect, in the Contract.
This announcement is dated 29 October 2018. |
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发表于 8-11-2018 02:39 AM
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发表于 30-11-2018 06:53 AM
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本帖最后由 icy97 于 17-12-2018 06:56 AM 编辑
马国际船务q3少赚50%
http://www.enanyang.my/news/20181120/马国际船务q3少赚50/
SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2018 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30 Sep 2018 | 30 Sep 2017 | 30 Sep 2018 | 30 Sep 2017 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 2,229,200 | 2,315,800 | 6,391,800 | 7,603,200 | 2 | Profit/(loss) before tax | 351,100 | 706,200 | 988,800 | 1,961,500 | 3 | Profit/(loss) for the period | 339,200 | 695,800 | 957,400 | 1,943,500 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 341,000 | 680,500 | 972,800 | 1,913,200 | 5 | Basic earnings/(loss) per share (Subunit) | 7.60 | 15.20 | 21.80 | 42.90 | 6 | Proposed/Declared dividend per share (Subunit) | 7.00 | 7.00 | 21.00 | 21.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 7.9300 | 7.8000
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发表于 1-12-2018 02:05 AM
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EX-date | 30 Nov 2018 | Entitlement date | 04 Dec 2018 | Entitlement time | 04:00 PM | Entitlement subject | Interim Dividend | Entitlement description | Third Tax Exempt Dividend of 7 sen per ordinary share | Period of interest payment | to | Financial Year End | 31 Dec 2018 | Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlement | Registrar or Service Provider name, address, telephone no | SYMPHONY SHARE REGISTRARS SDN BHDLevel 6, Symphony HousePusat Dagangan Dana 1Jalan PJU 1A/4647301 Petaling JayaTel:0378490777Fax:0378418151 | Payment date | 18 Dec 2018 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 04 Dec 2018 | b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit |
| c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange. | Number of new shares/securities issued (units) (If applicable) |
| Entitlement indicator | Currency | Currency | Malaysian Ringgit (MYR) | Entitlement in Currency | 0.07 |
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发表于 18-12-2018 05:14 AM
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发表于 26-12-2018 07:56 AM
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本帖最后由 icy97 于 6-1-2019 04:35 AM 编辑
马国际船务-获5.6亿租船合约
http://www.enanyang.my/news/20181128/马国际船务br-获5-6亿租船合约/
Type | Announcement | Subject | OTHERS | Description | MISC BERHAD ("MISC" or "the Company")- Award of Contract | The Board of Directors of MISC wishes to announce that the Company has signed two (2) Time Charter Parties (“the Contracts”) with LNG Shipping S.p.A. (“LSS”) for the time charter of two (2) Liquefied Natural Gas Carriers known as LNG Portovenere and LNG Lerici (“the Vessels”) for operations in international waters. The Contracts are pursuant to a Memorandum of Agreement between LSS and MISC, which resulted in MISC acquiring ownership of the Vessels from LSS.
Pursuant to the Contracts, the Vessels will be chartered by LSS for a period of five (5) years with an estimated combined contract value of USD133 million. The charter for LNG Portovenere is expected to commence in December 2018 whereas the charter for LNG Lerici is expected to commence by January 2019.
LSS, 100% owned by Eni S.p.A., was incorporated on 26 July 2001 and operates in the transportation by sea of liquefied natural gas (LNG) through the use of two proprietary vessels above, each with a capacity of 65,000 cubic metres. LSS also provides support to Eni S.p.A for shipping needs and the LNG business.
The Contracts do not have any effect on the issued and paid up share capital and substantial shareholding in MISC. The Contracts are also not expected to have any material impact to the earnings per share, gearing and net assets per share of the MISC Group for the financial year ending 31 December 2018.
The risk factors affecting the Contracts include changes in economic, political and regulatory environment which the MISC Group will take appropriate measures to mitigate.
None of the directors or substantial shareholders of MISC or persons connected to them have any interest, direct or indirect, in the Contracts.
This announcement is dated 27 November 2018. |
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发表于 24-1-2019 04:44 AM
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Type | Announcement | Subject | OTHERS | Description | MISC BERHAD ("MISC" or "the Company")- Incorporation of New Subsidiaries | The Board of Directors of MISC wishes to announce that the Company has incorporated two (2) new subsidiaries, namely Portovenere and Lerici (Labuan) Private Limited (“PLL”) and Portovenere and Lerici (Singapore) Pte. Ltd. (“PLS”) for purposes of investment holding, owning, chartering and operating of vessels.
PLL is a Labuan company incorporated under the Labuan Companies Act, 1990 with an issued and paid-up capital of USD10.00 divided into 10 ordinary shares and it is wholly-owned by MISC.
PLS is a private company limited by shares incorporated in Singapore with an issued and paid-up capital of SGD50,000.00 divided into 50,000 ordinary shares and it is wholly-owned by PLL.
The incorporations of PLL and PLS are not expected to have any material effect on the earnings or net assets of MISC for the financial year ending 31 December 2018.
None of the directors or substantial shareholders of MISC or persons connected to them have any interest, direct or indirect, in the incorporations of PLL and PLS.
This announcement is dated 24 December 2018.
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发表于 25-2-2019 07:46 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
31 Dec 2018 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31 Dec 2018 | 31 Dec 2017 | 31 Dec 2018 | 31 Dec 2017 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 2,388,500 | 2,465,000 | 8,780,300 | 10,068,200 | 2 | Profit/(loss) before tax | 355,300 | 42,000 | 1,344,100 | 2,003,500 | 3 | Profit/(loss) for the period | 326,900 | 47,100 | 1,284,300 | 1,990,600 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 338,700 | 68,200 | 1,311,500 | 1,981,400 | 5 | Basic earnings/(loss) per share (Subunit) | 7.60 | 1.50 | 29.40 | 44.40 | 6 | Proposed/Declared dividend per share (Subunit) | 9.00 | 9.00 | 30.00 | 30.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 7.9200 | 7.8000
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发表于 25-2-2019 07:46 AM
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EX-date | 06 Mar 2019 | Entitlement date | 08 Mar 2019 | Entitlement time | 04:00 PM | Entitlement subject | Interim Dividend | Entitlement description | Fourth Tax Exempt Dividend of 9 sen per ordinary share | Period of interest payment | to | Financial Year End | 31 Dec 2018 | Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlement | Registrar or Service Provider name, address, telephone no | BOARDROOM SHARE REGISTRARS SDN BHDLevel 6, Symphony HousePusat Dagangan Dana 1Jalan PJU 1A/4647301Petaling JayaTel:0378418088Fax:0378418100 | Payment date | 26 Mar 2019 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 08 Mar 2019 | b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit |
| c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange. | Number of new shares/securities issued (units) (If applicable) |
| Entitlement indicator | Currency | Currency | Malaysian Ringgit (MYR) | Entitlement in Currency | 0.09 |
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发表于 14-3-2019 07:39 AM
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Date of change | 07 Apr 2019 | Name | PUAN ROZAINAH BINTI AWANG | Age | 50 | Gender | Female | Nationality | Malaysia | Type of change | Cessation Of Office | Designation | Chief Financial Officer | Reason | To pursue other opportunities | Details of any disagreement that he/she has with the Board of Directors | No | Whether there are any matters that need to be brought to the attention of shareholders | No | QualificationsNo | Qualifications | Major/Field of Study | Institute/University | Additional Information | 1 | Professional Qualification | Accounting | Chartered Institute of Management Accountants (CIMA) Qualification, A.T. College, London, United Kingdom | | 2 | Professional Qualification | Accounting | Fellow Member, CIMA (FCMA) | | 3 | Professional Qualification | Accounting | Member, Malaysian Institute of Accountants | |
| | Working experience and occupation | 1. General Manager, Finance and Project Services, Offshore Business, MISC Berhad 2. General Manager, Strategic Planning, Corporate Planning and Development Division3. Involved in the Economic Transformation Plan (ETP) by PEMANDU.4. External working exposure includes working with multinationals ALCOM (M) Berhad and Colgate Palmolive |
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发表于 14-3-2019 07:39 AM
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Date of change | 08 Apr 2019 | Name | YM RAJA AZLAN SHAH BIN RAJA AZWA | Age | 48 | Gender | Male | Nationality | Malaysia | Type of change | Appointment | Designation | Chief Financial Officer | QualificationsNo | Qualifications | Major/Field of Study | Institute/University | Additional Information | 1 | Professional Qualification | Chartered Accountant | Malaysian Institute of Certified Public Accountants | Member | 2 | Degree | Accounting and Financial Management | University of Sheffield, United Kingdom | |
| | Working experience and occupation | 1) November 2017 to December 2018 Independent Non-Executive Director and Chairman of Audit & Risk Management Committee of D.B.E Gurney Resources Berhad 2) October 2016 to current Independent Non-Executive Director and Chairman of Audit & Risk Committee of IJN Holdings Sdn. Bhd.3) November 2016 to December 2018 - Group Chief Executive Officer, Percon Corporation Sdn Bhd 4) November 2016 to December 2018 - Executive Director, River of Life Hospital Sdn Bhd 5) April 2015 to November 2016 - Head, Strategy & Innovation, Sime Darby Property 6) July 2013 to April 2015 - Group Chief Executive Officer of Ramsay Sime Darby Health Care Group 7) July 2011 to June 2013 Managing Director of Sime Darby Healthcare Group8) October 2010 to July 2011 - Chief of Staff, Sime Darby Berhad & Managing Director of Sime Darby Healthcare Group 9) January 2010 to October 2010 Group Head, Strategy, Sime Darby Berhad10) September 2008 to January 2010 Group Head of Corporate Finance and Corporate Planning, Sime Darby Berhad11) May 2005 to August 2008 Group Head of Corporate Finance, Sime Darby Berhad |
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发表于 8-6-2019 06:30 AM
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Type | Announcement | Subject | OTHERS | Description | MISC BERHAD ("MISC" or "the Company")- Incorporation of New Subsidiaries | The Board of Directors of MISC wishes to announce that the Company has incorporated two (2) new subsidiaries, namely MISC Offshore (Singapore) Pte. Ltd. (“MOSPL”) and MagellanX Pte. Ltd. (“MXPL”).
MOSPL is a private company limited by shares incorporated in Singapore with an initial issued and paid-up capital of SGD10.00 divided into 10 ordinary shares and it is wholly-owned by MISC Offshore Holdings (Brazil) Sdn. Bhd., a wholly-owned subsidiary of MISC. The primary purpose of MOSPL is to provide support services to the MISC Group in the bidding and execution of offshore deepwater floating production, storage and offloading (FPSO) projects.
MXPL is a private company limited by shares incorporated in Singapore with an initial issued and paid-up capital of SGD10.00 divided into 10 ordinary shares and it is wholly-owned by MISC Shipmanagement Sdn. Bhd., a wholly-owned subsidiary of MISC. The primary purpose of MXPL is to provide support services to the MISC Group in the development of digital products and solutions.
The incorporations of MOSPL and MXPL are not expected to have any material effect on the earnings or net assets of MISC for the financial year ending 31 December 2019.
None of the directors or substantial shareholders of MISC or persons connected to them have any interest, direct or indirect, in the incorporations of MOSPL and MXPL.
This announcement is dated 30 April 2019. |
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发表于 28-6-2019 02:49 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
31 Mar 2019 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31 Mar 2019 | 31 Mar 2018 | 31 Mar 2019 | 31 Mar 2018 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 2,277,700 | 2,020,800 | 2,277,700 | 2,020,800 | 2 | Profit/(loss) before tax | 542,000 | 319,200 | 542,000 | 319,200 | 3 | Profit/(loss) for the period | 516,000 | 309,000 | 516,000 | 309,000 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 510,500 | 310,600 | 510,500 | 310,600 | 5 | Basic earnings/(loss) per share (Subunit) | 11.40 | 7.00 | 11.40 | 7.00 | 6 | Proposed/Declared dividend per share (Subunit) | 7.00 | 7.00 | 7.00 | 7.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 7.7900 | 7.9200
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发表于 28-6-2019 02:49 AM
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EX-date | 10 Jun 2019 | Entitlement date | 11 Jun 2019 | Entitlement time | 04:30 PM | Entitlement subject | Interim Dividend | Entitlement description | First Tax Exempt Dividend of 7 sen per ordinary share | Period of interest payment | to | Financial Year End | 31 Dec 2019 | Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlement | Registrar or Service Provider name, address, telephone no | BOARDROOM SHARE REGISTRARS SDN BHDLevel 6, Symphony HousePusat Dagangan Dana 1Jalan PJU 1A/4647301 Petaling JayaTel:0378418088Fax:0378418100 | Payment date | 25 Jun 2019 | a.Securities transferred into the Depositor's Securities Account before 4:30 pm in respect of transfers | 11 Jun 2019 | b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit |
| c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange. | Number of new shares/securities issued (units) (If applicable) |
| Entitlement indicator | Currency | Currency | Malaysian Ringgit (MYR) | Entitlement in Currency | 0.07 |
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发表于 15-8-2019 06:22 AM
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本帖最后由 icy97 于 16-8-2019 12:31 AM 编辑
国际船务次季大赚24.47%
https://www.sinchew.com.my/content/content_2100088.html
(吉隆坡14日讯)液化天然气(LNG)与石油业务报喜,国际船务(MISC,3816,主板交通物流组)净利上扬,截至2019年6月30日止次季,该公司净利增24.47%至3亿9980万令吉,首半年净利也起44.08%至9亿1030万令吉。
该公司次季营业额稍增0.93%至21亿6170万令吉,首半年营业额报44亿3940万令吉,升6.65%。
配合业绩发布,该公司宣布派发每股7仙股息,除权日及享有日分别为8月27日及28日。
该公司董事部透过文告表示,液化天然气船只在新船只的贡献下,营运盈利增16.1%至3亿1890万令吉、石油业务从亏损5440万令吉转亏为盈,报3310万令吉,归功较高的船费。
岸外业务营运盈利跌700万令吉至1亿3960万令吉,因前期建筑Benchamas 2赚益之故。
重工业务营运亏损大幅收窄至860万令吉,前期亏损为4600万令吉,归功现有项目改善。
其他业务因较低外汇赚益,以致营运盈利大幅下滑,从2490万令吉锐减至130万令吉。
展望未来,董事部表示,今年首半年石油运输船只盈利比过往来得好,因市场需求重新平衡之故,主要是石油贸易重回成长。不过,石油输出国组织(OPEC)下砍产量、地缘政治因素也造成了短期动荡,相信下半年在美国出口需求下,船只需求将重回。
液化天然气船只在首半年面对季节因素可下滑,但租率已经回稳,且亚洲及欧洲面对季节高峰需求,预期下半年将出现供不应求,该公司液化天然气业务依旧由长期租约所贡献。
岸外业务展望仍正面,主要是油气业者活动处于健康水平。至于重工业务仍充满阴霾,因地缘政治及经济放缓,所幸,油气生产活动仍健康并持续改善中,海事业务也不断取得改善,主要是升级工程,以符合海事组织规条。
此外,该公司近期从国油勘探(Carigali)获得的合约确保了合约能力。
无论如何,整体而言,该公司认为,今年仍充满挑战,将谨慎及专注争取新合约。
作者 : 谢汪潮
文章来源 : 星洲日报 2019-08-14
SUMMARY OF KEY FINANCIAL INFORMATION
30 Jun 2019 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30 Jun 2019 | 30 Jun 2018 | 30 Jun 2019 | 30 Jun 2018 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 2,161,700 | 2,141,800 | 4,439,400 | 4,162,600 | 2 | Profit/(loss) before tax | 419,100 | 318,500 | 961,100 | 637,700 | 3 | Profit/(loss) for the period | 401,900 | 309,200 | 917,900 | 618,200 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 399,800 | 321,200 | 910,300 | 631,800 | 5 | Basic earnings/(loss) per share (Subunit) | 9.00 | 7.20 | 20.40 | 14.20 | 6 | Proposed/Declared dividend per share (Subunit) | 7.00 | 7.00 | 14.00 | 14.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 7.9100 | 7.9200
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发表于 15-8-2019 06:22 AM
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EX-date | 27 Aug 2019 | Entitlement date | 28 Aug 2019 | Entitlement time | 04:30 PM | Entitlement subject | Interim Dividend | Entitlement description | Second Tax Exempt Dividend of 7 sen per ordinary share | Period of interest payment | to | Financial Year End | 31 Dec 2019 | Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlement | Registrar or Service Provider name, address, telephone no | BOARDROOM SHARE REGISTRARS SDN BHDLevel 6, Symphony HousePusat Dagangan Dana 1Jalan PJU 1A/4647301Petaling JayaTel:0378490777Fax:0378418151 | Payment date | 18 Sep 2019 | a.Securities transferred into the Depositor's Securities Account before 4:30 pm in respect of transfers | 28 Aug 2019 | b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit |
| c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange. | Number of new shares/securities issued (units) (If applicable) |
| Entitlement indicator | Currency | Currency | Malaysian Ringgit (MYR) | Entitlement in Currency | 0.07 |
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发表于 17-8-2019 07:26 AM
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租金走高·重工改善·国际船务业务看俏
https://www.sinchew.com.my/content/content_2101154.html
(吉隆坡15日讯)国际船务(MISC,3816,主板交通物流组)最新净利超越市场预测,分析员认为,在去年业绩比较基础较低、船只的现运租金收费率走高及旗下重型工程业务前景改善之下,该公司业务表现看俏,普遍上调该公司财测。
丰隆研究认为,国际船务2019年首半年核心盈利8亿7900万令吉,符合该行及一般市场预测,维持财测不变。安联星展研究则指出,若扣除减记的核心净利则达4亿5090万令吉,符合预测,惟超越一般市场预测。
肯纳格研究指出,国际船务较好的2019年首半年净心盈利(按年增加46%),稍为超越该行预测,主要是船运现运租金率改善支持。旗下海事业务有望在下半年改善,主要获得较高的干船坞活动、液化天然气船共较多的升级及重新装修活动,以符合国际海洋组织的规定与监管的利好支持。
分析员认为,国际船务营运现金流保持强劲,有助保持派息率,使周息率维持在约4%,料使股价下跌空间受限。
国际船务首半年的营运现金流按年改善45%,因获得较强盈利表现支撑,使丰隆研究相信其今年每股股息将保持在30仙,以进一步提高资本开销扩张,股息派发率为78%及周息率达4.1%。
安联星展研究指出,国际船务正努力改善其中期业务表现,其中包括攫取较长期的合约(10年或更长),如与赫斯(HESS)达致4亿4100万美元的浮式储卸油装置租用、与巴西石油达致6亿4500万美元的租船合约(从2020年开始),向后者出租4艘DP2苏伊士型油轮,从而为其岸外及石油业务提供透明度,惟仍需为短期盈利攫取更多合约。
肯纳格将其2019及2020财政年盈利预测,分别上调7%及3%,主要反映较强的石油船运、马币兑美元汇率假设从4.00调整至4.10。这使该行将其目标价,从6令吉65仙大幅度地上调至7令吉60仙,或等于2020财政年股价/账面值比的0.95倍,或5年平均估值水平。
丰隆研究指出,该公司旗下的海事重工(MHB,5186,主板能源组)最近攫获国家石油勘探颁发的加沙华里拉(kasawari)巨型气田开发项目的工程/设计/采购/施工/安装及调试合约,旗下重型工程业务的订单总额增加2.4倍,至30亿令吉,而竞标总额则减少至32亿令吉,其中大部份为岸外组装工程。
作者 : 李文龙
文章来源 : 星洲日报 2019-08-16 |
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