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[公司专区] 7250 UZMA 烏茲馬

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发表于 2014-4-4 12:47 | 显示全部楼层
本帖最后由 shkoh 于 2014-5-22 06:49 编辑

下跌股:乌兹马 RM5.70支撑 2014-04-04 12:39


乌兹马(UZMA,7250,主板贸服股)股价日线趋势于4月3日滑落,陷入短期回调趋势,跌破6.25令吉支撑线后,收在5.95令吉水平,按日跌32仙或5.35%。

该股近期股价趋势,或会回试5.70至5.94令吉的支撑。

http://www.nanyang.com/node/611608?tid=704

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发表于 2014-4-5 20:52 | 显示全部楼层
EnQuest, Uzma get Petronas Sarawak job
Published: Saturday April 5, 2014 MYT 12:00:00 AM
Updated: Saturday April 5, 2014 MYT 8:11:57 AM

PETALING JAYA: Petroliam Nasional Bhd (Petronas) has awarded a small field risk service contract to EQ Petroleum Developments Malaysia Sdn Bhd (EnQuest) and Uzma Energy Venture (Sarawak) Sdn Bhd for the development and production of the Tanjong Baram field.

The field is located about 6km offshore Sarawak and the terms of the contract stipulate that Petronas is the project owner while EnQuest and Uzma are the contractors for this petroleum arrangement.

“This contract will see EnQuest and Uzma conduct development and production works at the Tanjong Baram field. The first hydrocarbon from the Tanjong Baram field is expected to be within 11 months from now,” said Petronas vice president of petroleum management Adif Zulkifli.

Petronas has awarded four rish service contracts to date; the Berantai field to Petrofac and SapuraKencana Petroleum Bhd in January 2011, the Balai-Bentara cluster off Sarawak to a consortium comprising Roc Oil, Dialog Group Bhd and Petronas Carigali Sdn Bhd in August 2011.

While the Kapal, Banang and Meranti cluster was awarded to Coastal Energy KBM Sdn Bhd in June 2012, the Tembikai-Chenang cluster to Vestigo Petroleum Sdn Bhd in October 2013.

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发表于 2014-4-17 22:41 | 显示全部楼层
券商買進心頭好.訂單值可維持成長 烏茲馬趁跌可買進

券商 :豐隆投銀研究
目標價:7.30令吉

烏茲馬(UZMA,7250,主要板貿易)因近期的股價跌勢,促使我們將投資評級調高至“買進”。

 從烏茲馬的總合約訂單和競標訂單,分別為18億令吉和28億令吉看來,我們相信該公司可維持盈利成長。

 考量到該公司近期取得風險管理服務合約(RSC),我們將2014和2015財年的盈利預測,分別上調6%和5%。

 以烏茲馬在該業務的經驗看來,我們不排除該公司再獲頒風險管理服務合約。

 油氣收入始終是政府的重大收入來源之一,所以通過強化鑽油(EOR)來提高油的產量,是最佳的解決方案之一。

 我們認為,該公司是馬石油強化鑽油計劃下的主要受惠業者。

 隨著股價的近期跌勢,我們將投資評級從“守持”,調高至“買進”,目標價從6.93令吉,上調至7.30令吉。

 不過,一旦附加股除權,目標價格將調整至3.84令吉。

 該股在17日(週四)閉市報6.08令吉,增15仙,成交量26萬6400股。 

http://www.chinapress.com.my/node/518322

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发表于 2014-4-18 13:06 | 显示全部楼层
乌兹马 洽购2公司 2014-04-18 12:01



目标价:7.30令吉

最新进展

乌兹马(UZMA,7250,主板贸服股)总执行长拿督卡玛鲁表示,目前获得的订单总值为18亿令吉,而正在投标的合约总值达28亿令吉,足以支撑未来盈利稳定增长。

放眼未来,公司将通过拓展产品种类、进行并购活动和拓展海外市场(如中东、曼谷和雅加达),以推动业绩增长。

行家建议

据知,乌兹马正在商谈收购两家化学和油井服务公司,其中一项收购案会在次季杪前落实。

在结束与乌兹马的汇报会后,我们认为该公司前景光明,长期业务增长策略完善。

我们预计,该公司将凭着其专业知识和经验,陆续获得更多风险分散合约(RSC)。

由于石油为国家主要收入来源之一,所以要提高产量就必须采取强化采油(EOR)方式,而乌兹马则可因而受惠,因为其产品UzmaPRES的用途设计,就是以最低的成本开支,采取最多的石油。

我们认为该公司会获得更多的风险分散合约,而提高2014和2015财年盈利预测分别为6%和5%。

乌兹马近期股价走弱,我们建议投资者可趁机吸纳。


丰隆投行研究

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发表于 2014-4-23 16:10 | 显示全部楼层
烏茲馬評級和目標價上修2014-04-23 14:38





(吉隆坡23日訊)烏茲馬(UZMA,7250,主板貿服組)掌握18億令吉合約,大眾研究認為該公司發展潛能良好,決定調高股票評級和目標價。

大眾研究與烏茲馬管理層會面後指出,該公司下階段成長焦點,主要放在鑽井服務業務擴張,以及策略性併購活動,藉此強化核心競爭力。(星洲網)

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发表于 2014-4-25 12:25 | 显示全部楼层
钻井和油井带动增长 乌兹马或并购加强竞争力
财经新闻 财经  2014-04-25 10:29 http://www.nanyang.com/node/616588?tid=462



(吉隆坡24日讯)券商预计,钻井和油井服务将带动乌兹马(UZMA,7250,主板贸服股)下一波的增长动力,同时,也会展开策略并购计划以提升公司竞争力。

大众投行研究指出,该行分析员最近与乌兹马总执行长拿督卡玛鲁会面,讨论了公司未来发展策略,也获得公司一些新合约的进展。

该行分析员披露,目前,全球的钻井和油井服务市场规模,每年达10亿美元(约32.7亿令吉),而乌兹马只取得该市场10%。

所以预见该公司将专注于继续开拓该业务发展机会。

此外,乌兹马管理层指出,该公司还是以小规模资产为理念,主要进行研究与开发活动。

料获特别项目

但分析员指出,钻井和油井服务涉及规模庞大的资产,所以,乌兹马若要进一步发展该业务,无疑需增加一些资产,负债率料上扬。

另一方面,分析员说,他们也期待乌兹马会赢得一些特别项目,如以化学方式来提高石油采收率(EOR)、让旧油田重新开采,及风险服务合约。

目前大马的石油生产率,平均是30至40%的石油采收率,因此,分析员相信,该公司的技术可协助采油业者提高采收率,超越现有平均水平。

目前为止,该公司已安装8台UzmAPRES,让旧油田重新开采,且放眼今年底,会增至12个单位。

不过,分析员保守估计,该公司会在现财年内安装达10台,其余2台料在下财年才完成。

竞标28亿合约

至今,该公司的订单达18亿令吉,可以持续至2017年,而竞标中的订单则达28亿令吉。

分析员补充,乌兹马与EnQuest联营的Tanjong Bram油田计划,预计今年下半年就可开始贡献。

分析员相信,未来该公司的机会很多,所以上调其评级至“超越大市”。

基于2015财年每股净利37.9仙,和19倍本益比,将乌兹马目标价格也从6.17令吉,上调至7.20令吉。

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发表于 2014-4-25 12:28 | 显示全部楼层
钻井和油井带动增长 乌兹马或并购加强竞争力 2014-04-25 10:29



(吉隆坡24日讯)券商预计,钻井和油井服务将带动乌兹马(UZMA,7250,主板贸服股)下一波的增长动力,同时,也会展开策略并购计划以提升公司竞争力。

大众投行研究指出,该行分析员最近与乌兹马总执行长拿督卡玛鲁会面,讨论了公司未来发展策略,也获得公司一些新合约的进展。

该行分析员披露,目前,全球的钻井和油井服务市场规模,每年达10亿美元(约32.7亿令吉),而乌兹马只取得该市场10%。

所以预见该公司将专注于继续开拓该业务发展机会。

此外,乌兹马管理层指出,该公司还是以小规模资产为理念,主要进行研究与开发活动。

料获特别项目

但分析员指出,钻井和油井服务涉及规模庞大的资产,所以,乌兹马若要进一步发展该业务,无疑需增加一些资产,负债率料上扬。

另一方面,分析员说,他们也期待乌兹马会赢得一些特别项目,如以化学方式来提高石油采收率(EOR)、让旧油田重新开采,及风险服务合约。

目前大马的石油生产率,平均是30至40%的石油采收率,因此,分析员相信,该公司的技术可协助采油业者提高采收率,超越现有平均水平。

目前为止,该公司已安装8台UzmAPRES,让旧油田重新开采,且放眼今年底,会增至12个单位。

不过,分析员保守估计,该公司会在现财年内安装达10台,其余2台料在下财年才完成。

竞标28亿合约

至今,该公司的订单达18亿令吉,可以持续至2017年,而竞标中的订单则达28亿令吉。

分析员补充,乌兹马与EnQuest联营的Tanjong Bram油田计划,预计今年下半年就可开始贡献。

分析员相信,未来该公司的机会很多,所以上调其评级至“超越大市”。

基于2015财年每股净利37.9仙,和19倍本益比,将乌兹马目标价格也从6.17令吉,上调至7.20令吉。http://www.nanyang.com/node/616588?tid=462

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发表于 2014-4-25 14:39 | 显示全部楼层
烏茲馬評級調高2014-04-25 13:48





(吉隆坡25日訊)烏茲馬(UZMA,7250,主板貿服組)掌握18億令吉合約,大眾研究認為該公司發展潛能良好,決定調高股票評級和目標價。

大眾研究與烏茲馬管理層會面後指出,該公司下階段成長焦點,主要放在鑽井服務業務擴張,以及策略性併購活動,藉此強化核心競爭力。

該行表示正等待烏茲馬攫獲一些“特別工程”的消息,如化學石油復甦、油田復甦和風險服務合約等。(星洲網)

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发表于 2014-4-25 17:06 | 显示全部楼层
手握18億合約‧烏茲馬潛能佳2014-04-25 16:45
      





(吉隆坡25日訊)烏茲馬(UZMA,7250,主板貿服組)掌握18億令吉合約,大眾研究認為該公司發展潛能良好,決定調高股票評級和目標價。


大眾研究與烏茲馬管理層會面後指出,該公司下階段成長焦點,主要放在鑽井服務業務擴張,以及策略性併購活動,藉此強化核心競爭力。

該行表示正等待烏茲馬攫獲一些“特別工程”的消息,如化學石油復甦、油田復甦和風險服務合約等。

“烏茲馬正競標另外28億令吉工程,擁有許多發展機會。”

此外,針對烏茲馬以聯營形式攫獲的丹絨巴蘭風險服務合約,預料在10個月後生產首桶原油,相信這項合約將在2014財年下半年開始作出一些貢獻。

大眾研究補充,烏茲馬向來有意維持健康負債水平,未來會延續這策略,惟就現階段而言,大眾研究表示無法評估融資活動對公司股本和負債比的影響。

據瞭解,烏茲馬將可能透過各種融資途徑來執行小型油田風險服務合約,大眾研究預測,烏茲馬早前建議的1配1附加股計劃,可協助公司集資9千900萬令吉。

風險方面,大眾研究則對烏茲馬過於依賴本地油氣市場感到憂心,但看好該公司在地理科學和油層工程方面的專業有助建立可持續長期成長趨勢,相信該公司繼續朝正面方向發展。

有鑑於此,大眾研究將烏茲馬目標價調高至7令吉20仙,相等於2015財政年19倍本益比,評級亦調高至“超越大市”。( 星洲日報/財經)

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发表于 2014-4-25 17:55 | 显示全部楼层
MULTIPLE PROPOSALS UZMA BERHAD (“UZMA” OR “COMPANY”)  (I) PROPOSED RENOUNCEABLE RIGHTS ISSUE OF UP TO 132,000,000 NEW ORDINARY SHARES OF RM0.50 EACH (“RIGHTS SHARES”) AT AN ISSUE PRICE OF RM0.75 PER RIGHTS SHARE ON THE BASIS OF ONE (1) RIGHTS SHARE FOR EVERY ONE (1) EXISTING ORDINARY SHARE OF RM0.50 EACH (“SHARES”) HELD IN UZMA AT AN ENTITLEMENT DATE TO BE DETERMINED LATER ("PROPOSED RIGHTS ISSUE"); AND (II) PROPOSED INCREASE IN THE AUTHORISED SHARE CAPITAL OF UZMA FROM RM100,000,000 COMPRISING 200,000,000 SHARES TO RM250,000,000 COMPRISING 500,000,000 SHARES AND IN CONSEQUENCE THEREOF, THE COMPANY’S MEMORANDUM OF ASSOCIATION BE ALTERED ACCORDINGLY (“PROPOSED INCREASE IN THE AUTHORISED SHARE CAPITAL”).  (COLLECTIVELY REFERRED TO AS THE “PROPOSALS”)
UZMA BERHAD

TypeAnnouncement
SubjectMULTIPLE PROPOSALS
DescriptionUZMA BERHAD (“UZMA” OR “COMPANY”)

(I) PROPOSED RENOUNCEABLE RIGHTS ISSUE OF UP TO 132,000,000 NEW ORDINARY SHARES OF RM0.50 EACH (“RIGHTS SHARES”) AT AN ISSUE PRICE OF RM0.75 PER RIGHTS SHARE ON THE BASIS OF ONE (1) RIGHTS SHARE FOR EVERY ONE (1) EXISTING ORDINARY SHARE OF RM0.50 EACH (“SHARES”) HELD IN UZMA AT AN ENTITLEMENT DATE TO BE DETERMINED LATER ("PROPOSED RIGHTS ISSUE"); AND

(II) PROPOSED INCREASE IN THE AUTHORISED SHARE CAPITAL OF UZMA FROM RM100,000,000 COMPRISING 200,000,000 SHARES TO RM250,000,000 COMPRISING 500,000,000 SHARES AND IN CONSEQUENCE THEREOF, THE COMPANY’S MEMORANDUM OF ASSOCIATION BE ALTERED ACCORDINGLY (“PROPOSED INCREASE IN THE AUTHORISED SHARE CAPITAL”).

(COLLECTIVELY REFERRED TO AS THE “PROPOSALS”)
We refer to our announcements dated 18 March 2014 and 19 March 2014 in relation to the Proposals ("Announcements").
All abbreviations and definitions used herein shall have the same meanings as the words and expressions defined in the Announcements, except where the context otherwise requires or where otherwise defined herein.

On behalf of the Board of Directors of Uzma, Kenanga Investment Bank Berhad is pleased to announce that the Company had on 24 April 2014 procured additional irrevocable and unconditional written undertakings from its substantial shareholder, Lembaga Tabung Haji ("LTH"), Dato' Che Nazahatuhisamudin bin Che Haron ("DCNCH"), the Executive Director and shareholder of Uzma, and Mr Khong Kheng Ting ("KKT"), the Chief Operations Officer and shareholder of Uzma to subscribe in full for their respective entitlements to the Rights Shares at the Entitlement Date.

Further details are set out in the attachment to this announcement.

Attachments

Uzma - Additional Undertakings.pdf
229 KB




Announcement Info
Company NameUZMA BERHAD  
Stock Name UZMA   
Date Announced25 Apr 2014
CategoryGeneral Announcement
Reference NoMI-140425-62094

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发表于 2014-4-26 12:28 | 显示全部楼层
遴选标准:共同股东协同价值 郭令灿掀油气并购潮2014-04-26 10:50


  • 郭令灿在1年内,收购两家上市油气公司的显著股权。


(吉隆坡25日讯)为了达到成本控制且消除竞争,投行预计油气领域将掀起并购风,近期在油气界相当活跃的丹斯里郭令灿,料引领这股并购风潮。

市场观察者表示,我国今年油气领域料将出现总值80亿令吉的并购活动。

在不到1年时间,郭令灿已与其他关联者,收购两家上市油气公司的显著股权,分别为TH重工(THHEAVY,7206,主板贸服股)以及世界海事(ALAM,5115,主板贸服股)。

6公司成潜在目标

根据MIDF投资研究的马赛克理论(Mosaic Theory),相信郭令灿和联营公司已露出将引发更多并购活动的倪端,该投行以2大标准为出发点,整理出可能被郭令灿相中的目标(参考图表)。

“第一个标准是,需要有共同的股东。”

MIDF投资研究以TH重工和世界海事为例,两方大股东皆为朝圣基金局(Lembaga Tabung Haji),分别持两家公司29.29%和9.01%。

该研究因而相信,郭令灿未来的献购目标,将以具朝圣基金局这个共同大股东的公司为目标。

另一大标准,则是协同效应价值。

这符合政府和国家石油公司欲通过并购创造具全球竞争力的石油和天然气服务供应商目标,MIDF投资研究相信,在寻找更多并购机会的郭令灿,下个目标的业务性质需与TH重工和世界海事能产生互补。

“未来并购目标将以在开发范围营运的公司为主。”

由于潜在的并购活动将激发投资者对油气公司兴趣,该研究重申对该领域“正面”看法。

助填补职务空缺

MIDF投资研究表示,许多本地油气服务供应商也表明对劳工短缺和薪资走高的关注。

业界人士也表示,整个领域倾在填补职务空缺上,倾向“买入”专才,而不是从原有“塑造”,成为推动并购活动的一大原因。

Destini(DESTINI,7212,主板贸服股)在3月就完成收购东洋工程(SAMUDRA,7185,主板贸服股)石油和天然气管道处理业务,主要员工和地勤人员都和前者签下2年留才合约。

除了成本和人力资源,协同效应价值也是推动并购活动的因素,MIDF投资研究表示,最为显著的例子就是肯油企业(Kencana)与沙布拉石油(Sapcres)120亿令吉的合并活动。

“未来,我们将可看到更多已上市的小型油气服务供应商合并的消息,或私人服务供应商被上市共公司并购。”



http://www.nanyang.com/node/616834?tid=462

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发表于 2014-4-28 18:07 | 显示全部楼层
NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS): FUND RAISING UZMA BERHAD (“UZMA” OR “COMPANY”) (I) PROPOSED RENOUNCEABLE RIGHTS ISSUE OF UP TO 132,000,000 NEW ORDINARY SHARES OF RM0.50 EACH (“RIGHTS SHARES”) AT AN ISSUE PRICE OF RM0.75 PER RIGHTS SHARE ON THE BASIS OF ONE (1) RIGHTS SHARE FOR EVERY ONE (1) EXISTING ORDINARY SHARE OF RM0.50 EACH (“SHARE”) HELD IN UZMA AT AN ENTITLEMENT DATE TO BE DETERMINED LATER (“PROPOSED RIGHTS ISSUE”); AND (II) PROPOSED INCREASE IN THE AUTHORISED SHARE CAPITAL OF UZMA FROM RM100,000,000 COMPRISING 200,000,000 SHARES TO RM250,000,000 COMPRISING 500,000,000 SHARES AND IN CONSEQUENCE THEREOF, THE COMPANY’S MEMORANDUM OF ASSOCIATION BE ALTERED ACCORDINGLY (“PROPOSED INCREASE IN THE AUTHORISED SHARE CAPITAL”) (COLLECTIVELY REFERRED TO AS THE “PROPOSALS”).

UZMA BERHAD


Type Announcement
Subject NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS)
FUND RAISING
Description UZMA BERHAD (“UZMA” OR “COMPANY”)

(I) PROPOSED RENOUNCEABLE RIGHTS ISSUE OF UP TO 132,000,000 NEW ORDINARY SHARES OF RM0.50 EACH (“RIGHTS SHARES”) AT AN ISSUE PRICE OF RM0.75 PER RIGHTS SHARE ON THE BASIS OF ONE (1) RIGHTS SHARE FOR EVERY ONE (1) EXISTING ORDINARY SHARE OF RM0.50 EACH (“SHARE”) HELD IN UZMA AT AN ENTITLEMENT DATE TO BE
DETERMINED LATER (“PROPOSED RIGHTS ISSUE”); AND

(II) PROPOSED INCREASE IN THE AUTHORISED SHARE CAPITAL OF UZMA FROM RM100,000,000 COMPRISING 200,000,000 SHARES TO RM250,000,000 COMPRISING 500,000,000 SHARES AND IN CONSEQUENCE THEREOF, THE COMPANY’S MEMORANDUM OF ASSOCIATION BE ALTERED ACCORDINGLY (“PROPOSED INCREASE IN THE AUTHORISED SHARE CAPITAL”)

(COLLECTIVELY REFERRED TO AS THE “PROPOSALS”).


We refer to our announcements dated 18 March 2014, 19 March 2014 and 25 April 2014 in relation to the Proposals (“Announcements”).
All abbreviations and definitions used herein shall have the same meanings as the words and expressions defined in the Announcements, except where the context otherwise requires or where otherwise defined herein.

On behalf of the Board of Directors of Uzma, Kenanga Investment Bank Berhad is pleased to announce that the listing application to Bursa Malaysia Securities Berhad in relation to the Proposed Rights Issue has been submitted today.


This announcement is dated 28 April 2014.



--------------------------------------------------------------------------------


Announcement Info

Company Name UZMA BERHAD   
Stock Name  UZMA     
Date Announced 28 Apr 2014   
Category General Announcement
Reference No MI-140428-58308  

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发表于 2014-5-9 12:43 | 显示全部楼层
NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS): FUND RAISING UZMA BERHAD (“UZMA” OR THE “COMPANY”) PROPOSED RIGHTS ISSUE OF 132,000,000 NEW ORDINARY SHARES OF RM0.50 EACH IN UZMA (“RIGHTS SHARES”) AT AN ISSUE PRICE OF RM0.75 PER RIGHTS SHARE ON THE BASIS OF ONE (1) RIGHTS SHARE FOR EVERY ONE (1) EXISTING ORDINARY SHARE OF RM0.50 EACH HELD IN UZMA AT AN ENTITLEMENT DATE TO BE DETERMINED LATER (“PROPOSED RIGHTS ISSUE”)
UZMA BERHAD

TypeAnnouncement
SubjectNEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS)
FUND RAISING
DescriptionUZMA BERHAD (“UZMA” OR THE “COMPANY”)

PROPOSED RIGHTS ISSUE OF 132,000,000 NEW ORDINARY SHARES OF RM0.50 EACH IN UZMA (“RIGHTS SHARES”) AT AN ISSUE PRICE OF RM0.75 PER RIGHTS SHARE ON THE BASIS OF ONE (1) RIGHTS SHARE FOR EVERY ONE (1) EXISTING ORDINARY SHARE OF RM0.50 EACH HELD IN UZMA AT AN ENTITLEMENT DATE TO BE DETERMINED LATER (“PROPOSED RIGHTS ISSUE”)
We refer to our announcements dated 18 March 2014, 19 March 2014, 25 April 2014 and 28 April 2014 in relation to the Proposed Rights Issue (“Announcements”).
All abbreviations and definitions used herein shall have the same meanings as the words and expressions defined in the Announcements, except where the context otherwise requires or where otherwise defined herein.

On behalf of the Board, Kenanga Investment Bank Berhad (“Kenanga”) is pleased to announce that Bursa Securities had, vide its letter dated 8 May 2014 (“Approval Letter”), approved the listing and quotation of 132,000,000 new ordinary shares of RM0.50 each to be issued pursuant to the Proposed Rights Issue, subject to the following conditions:

1.        Uzma and Kenanga must fully comply with the relevant provisions under the Bursa Securities’ Main Market Listing Requirement (“LR”) pertaining to the implementation of the Proposed Rights Issue; 2.        Uzma and Kenanga to inform Bursa Securities upon the completion of the Proposed Rights Issue; and

3.        Uzma to furnish Bursa Securities with a written confirmation of its compliance with the terms and conditions of Bursa Securities’ approval once the Proposed Rights Issue is completed.

In the event the new ordinary shares to be issued pursuant to the Proposed Rights Issue will be listed and quoted as the existing securities of the same class, quotation of the new ordinary shares will commence on the next market day after the following:

(i)        Submission of the share certificate together with a covering letter containing the summary of the Proposed Rights Shares to Bursa Malaysia Depository Sdn Bhd (“Bursa Depository”) before 10.00 a.m. on the market day prior to the listing date;

(ii)        Receipt of confirmation from Bursa Depository that the additional new shares are ready for crediting into the securities accounts of the respective account holders; and

(iii)        An announcement in accordance to Paragraph 13.2 of PN28 is submitted via Bursa Link before 3.00 p.m. on the market day prior to the listing date.

Uzma is required to ensure full compliance of all the requirements as provided under the LR at all times.

This announcement is dated 9 May 2014.



Announcement Info
Company NameUZMA BERHAD  
Stock Name UZMA   
Date Announced9 May 2014
CategoryGeneral Announcement
Reference NoMI-140509-40771

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发表于 2014-5-18 19:57 | 显示全部楼层
烏茲馬可繼續持有嗎?2014-05-18 19:15







小可問:

烏茲馬(UZMA,7250,主板貿服組)還可繼續持有嗎?最新發展是甚麼?展望好嗎?

答:烏茲馬的長期策略是在油田服務領域取得成長;握有18億令吉訂單合約,同時正競標28億令吉合約,料可支撐未來業務成長。

該公司管理層指出,長期推動業務成長策略,包括擴大產品種類、併購活動,以及擴展海外市場等,後者包括中東、曼谷及雅加達。新產品將專注在水務方案、閑置油田方案、鑽油計劃管理及地震相關工程等領域。

丰隆研究指出,烏茲馬正在洽商收購兩家潛在公司,來自化學及油田服務領域,預料其中一家將在2014年次季落實,它們與現有業務存有互輔效益。

該公司持有30%股權的聯營公司,最近取得丹絨峇南的風險共享合約(RSC),後者是獲得證實有油的油田,從而降低工程風險程度,預料在11個月內,即約2015年2月份將有望開始攫取石油。

同時,聯營公司總值約1億美元的發展成本,大部份合約將頒給該公司負責。

預料上述油田計劃,將需要股份融資約3千萬令吉,該公司將動用附加股籌集9千萬令吉的部份資金,而其餘的6千萬令吉將充當併購用途。

該行認為,烏茲馬未來可能攫取另一個新的油田風險共享合約,主要是它在全面油田檢驗以及儲油研究的經驗。

該行將2014及2015年淨利預測上調6%及5%,分別至4千840萬及6千萬令吉。該行的目標價上調至7令吉30仙(除附加股則調至3令吉84仙)或等於2015年預測本益比16倍,並給予“買進”評級。(星洲日報/投資致富‧投資問診‧文:李文龍)







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发表于 2014-5-20 18:37 | 显示全部楼层
MEMORANDUM OF UNDERSTANDING EXECUTION OF A TERM SHEET SETTING OUT THE AGREEMENT BETWEEN UZMA AND MR. PORNSAK VISITPONG AND/OR HIS NOMINATED AFFILIATED COMPANY, MRS. JIRAPORN VISITPONG AND MRS. NANTANUT VISITPONG FOR THE PROPOSED ACQUISITION OF MMSVS GROUP HOLDINGS LIMITED ("MMSVS" OR "TARGET COMPANY")
UZMA BERHAD

TypeAnnouncement
SubjectMEMORANDUM OF UNDERSTANDING
DescriptionEXECUTION OF A TERM SHEET SETTING OUT THE AGREEMENT BETWEEN UZMA AND MR. PORNSAK VISITPONG AND/OR HIS NOMINATED AFFILIATED COMPANY, MRS. JIRAPORN VISITPONG AND MRS. NANTANUT VISITPONG FOR THE PROPOSED ACQUISITION OF MMSVS GROUP HOLDINGS LIMITED ("MMSVS" OR "TARGET COMPANY")
On behalf of the Board of Directors of Uzma ("Board"), Kenanga Investment Bank Berhad ("KIBB") wishes to announce that the Company had on 20th May 2014, obtained approval to release announcement pertaining to a term sheet ("Term Sheet") to acquire the entire equity interest in MMSVS for an indicative aggregate purchase consideration of USD29.70 million (or the equivalent of approximately RM95.34 million) ("Proposed Acquisition").
Please refer to the attachment for further details.

This announcement is dated 20 May 2014.

Attachments


Announcement Info
Company NameUZMA BERHAD
Stock Name UZMA   
Date Announced20 May 2014
CategoryGeneral Announcement
Reference NoMI-140520-65153

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发表于 2014-5-21 12:40 | 显示全部楼层
本帖最后由 shkoh 于 2014-5-22 06:48 编辑


乌兹马9534万购泰MMSVS 2014-05-21 12:13


(吉隆坡20日讯)乌兹马(UZMA,7250,主板贸服股)宣布以2970万美元(9534万令吉),收购泰国公司———MMSVS集团控股有限公司(简称MMSVS)的所有股权。
该公司日前与Pornsak Visitpong家族三人签署条款书,但仍需需签署买卖协议,才能完成整项收购活动。
根据条款书,MMSVS需保证在两年内达到4080万美元(1.3亿令吉)销售额,今年为1820万美元(5853万令吉),明年则为2260万美元(7267令吉)。
乌兹马通过文告指出,MMSVS的主要业务是利用液压推动修理设施(HWU),为生产井和勘探提供修理及维修服务。
MMSVS拥有七艘现代HWU船只和一个车载服务钻井,可在岸上和岸外工作。
此收购将进一步扩大乌兹马在东南亚的油气服务业务,符合其在区域市场稳健立足的目标。http://www.nanyang.com/node/622534?tid=462




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发表于 2014-5-21 15:04 | 显示全部楼层
烏茲馬或購油氣配備公司2014-05-21 13:20







(吉隆坡21日訊)烏茲馬(UZMA,7250,主板貿服組)與泰國企業家班薩威希邦和受委附屬公司簽署一項條款清單(Term Sheet),可能以2千970萬美元(9千534萬令吉)收購後者旗下MMSVS集團控股有限公司的所有股權。


烏茲馬透過文告說,MMSVS集團業務主要是透過液壓推動修理設施(HWU)進行油井修理及維持工作,旗下擁有7艘現代HWU設備和1艘車裝服務索具裝備,預計可協助擴大公司現有業務範圍,替客戶提供更多元服務。

該公司補充,在簽署條款清單後,公司接下來可開始與潛在賣家進行獨家洽談,以決定有關收購項目的最終條款。(星洲網)








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发表于 2014-5-22 06:47 | 显示全部楼层
烏茲馬9534萬入股油氣公司
(吉隆坡21日訊)烏茲馬(UZMA,7250,主要板貿易)獲批准發行首發股投資條款清單(term sheet),以2970萬美元或9534萬令吉收購MMSVS集團股權。
 MMSVS集團主要進行維修和保養探索井和生產井,並持有7艘液壓修井單位和1艘車載式服務鑽機,可供岸內和岸外用途。
 同時,MMSVS集團在今年和明年,分別提供1820萬美元(約5842萬令吉)和2260萬美元(約7254萬令吉)銷售保證目標。
 上述收購建議,提供烏茲馬進一步擴展東南亞地區油氣服務的機會。
http://www.chinapress.com.my/node/528198


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发表于 2014-5-23 10:49 | 显示全部楼层
收购泰MMSVS 出价合理 乌兹马2年净利看涨18% 2014-05-23 10:22


(吉隆坡22日讯)券商预测,乌兹马(UZMA,7250,主板贸服股)收购泰国油气公司MMSVS集团,2970万美元(9534万令吉)出价合理,且能提高今明两年净利18%。
MMSVS核心业务,是利用液压推动修理设施(HWU),为生产井和勘探提供修理及维修服务,且收购之举大为激励券商,可巩固乌兹马的综合油气服务供应商地位。
肯纳格投资研究指出,收购价相等于2014财年企业价值对扣除利息、税务、折旧与摊销前盈利的5.5倍,相较本地岸外公司的11至12倍更具吸引力。
“再者,这项收购案附带两年盈利保证条款,今年为1820万美元(5853万令吉),明年则为2260万美元(7267令吉),保障乌兹马利益。”
2970万美元的收购价中,会有470万美元(1513万令吉)的余额是在两年后才缴付。
若未达到盈利目标,乌兹马仅会支付447万美元(1439万令吉);反之,盈利达标将支付多100万美元(322万令吉)。
丰隆投资研究点出,假设净赚幅为15%,预计新公司可提高今明两财年净利约18%。
发附加股强化收购
丰隆投资研究指,MMSVS有助增加乌兹马的产品与服务供应,且HWU平均机龄低于5年,机型较小,适用于东南亚的浅海油井。
乌兹马近期收购数家化学和油井服务公司,借此拓展视野版图,近期更建议发行附加股筹9000万令吉,足以作为收购策略资产的强力后盾。
分析员也看好乌兹马凭借丰富经验,继续赢得更多风险分散合约(RSC),前景亮丽。http://www.nanyang.com/node/623019?tid=462




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发表于 2014-5-23 14:28 | 显示全部楼层
Circular/Notice to Shareholders
UZMA BERHAD

SubjectCIRCULAR TO SHAREHOLDERS IN RELATION TO

(I) PROPOSED RENOUNCEABLE RIGHTS ISSUE OF 132,000,000 NEW ORDINARY SHARES OF RM0.50 EACH (“RIGHTS SHARES”) AT AN ISSUE PRICE OF RM0.75 PER RIGHTS SHARE ON THE BASIS OF ONE (1) RIGHTS SHARE FOR EVERY ONE (1) EXISTING ORDINARY SHARE OF RM0.50 EACH (“SHARES”) HELD IN UZMA AT AN ENTITLEMENT DATE TO BE DETERMINED LATER ("PROPOSED RIGHTS ISSUE"); AND

(II) PROPOSED INCREASE IN THE AUTHORISED SHARE CAPITAL OF UZMA FROM RM100,000,000 COMPRISING 200,000,000 SHARES TO RM250,000,000 COMPRISING 500,000,000 SHARES AND IN CONSEQUENCE THEREOF, THE COMPANY’S MEMORANDUM OF ASSOCIATION BE ALTERED ACCORDINGLY (“PROPOSED INCREASE IN THE AUTHORISED SHARE CAPITAL”).

(COLLECTIVELY REFERRED TO AS THE “PROPOSALS”)
Attachments





Announcement Info
Company NameUZMA BERHAD  
Stock Name UZMA   
Date Announced23 May 2014
CategoryPDF Submission
Reference NoMI-140523-38599

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