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[公司专区] 7158 Scomi 史格米

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发表于 2010-9-1 00:01 | 显示全部楼层
史格米集團(SCOMI)                                          2010-08-25 12:29        
                                                                           
截至2010年6月30日第二季


               

                星洲日報/財經‧2010.08.25

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发表于 2010-9-8 21:13 | 显示全部楼层
Scomi Eng expects 60% revenue from overseas in 2010-2011

RAWANG: Scomi Engineering Bhd, a 69.3% subsidiary of Scomi Group Bhd, is expecting 60% of its revenue to come from overseas for this year and 2011.

Its president Syahrunizam Samsudin said the revenue would come mostly from its US$545 million (RM1.84 billion) monorail project in Mumbai which is slated to be delivered by end-2011.

“Mumbai will be the main contributor to our revenue for this year and 2011.  However, we are also not discounting contributions from other projects in India, as well as the ones we are tendering at the moment,” he said.

Scomi Engineering and its Indian parter Larsen & Toubro had secured the Mumbai Monorail project in November 2008, to deliver a total of 15 sets of four-car trains. The 19.54km monorail line is the first in the country.

In addition to that, Syahrunizam said its client might order nine more train sets.

“We are set to deliver six trains to Mumbai by end of the year, and another nine by the first quarter of 2011. It would take another three months to test the system integration before it is opened for the public,” he said, adding that India is a US$15 billion (RM46.8 billion) market for monorail systems.

Apart from the Mumbai project, Scomi is also eyeing other monorail projects in Bangalore, Pune, and Thane-Bhiwandi-Kalyan to be tendered by end of the year.

The group, in another consortium, is also expected to secure the tender for the US$754 million Manaus monorail project in Brazil, which is slated to be announced next month.

The 20km line is aimed at helping prepare Manaus to host the 2014 World Cup.

Scomi Engineering also got another shot at the 24km Tiradentes monorail project in Sao Paolo worth RM3 billion, which was recently reissued due to delivery and payment issues.

“Apart from that, we are also exploring other places such as Jakarta and Bangkok. We also expect to secure a 19km project in Jeddah, and we are also looking at Mecca and Madinah,” he added.

For the first half ended June 30, 2010, Scomi Engineering saw its net profit drop 70% to RM11.02 million on the back of RM216.35 million in revenue, due mainly to lower revenue from its machine shop unit which it sold off to Sumitomo Corp Asia Pte Ltd for RM327.68 million.

Syahrunizam said the drop in net profit was also due to increase of estimated cost from the Mumbai project. Notwithstanding, Scomi Engineering remains bullish on the global monorail market and expects to secure more jobs in the future.

According to reports, the group is believed to be bidding for monorail jobs worth around US$11 billion in Brazil, India, Saudi Arabia and Nigeria at an average US$35 million to US$40 million per kilometre.

“From its usage in theme parks, the monorail has become an urban transit solution and is now seen as a large capacity carrier. It is becoming a strong alternative to metro lines and light rail transit (LRT) as it cost less with a shorter time to be implemented. It only takes about 24 months to get it up and running,” he said.

Syahrunizam said its current second-generation car could accommodate 135 passengers from 107 passengers in its first model. It is also currently developing a third generation car that could accommodate 200 passengers.

“The second generation car could transport 40,000 passengers per hour, compared to 20,000 passengers with the first model. Comparatively, the LRT could transport 30,000 passengers,” he said.

Scomi Engineering had spent RM30 million in 2008 to upgrade its facility in Rawang. According to Syahrunizam, it allocates about RM20 million yearly for research & development.

On its proposal to upgrade trains for the current KL Monorail line, it said it is currently in discussion with Syarikat Prasarana Negara Bhd.

“We have submitted our proposals and are currently in discussion with Prasarana,” he said.

Scomi Engineering had submitted the proposal to the government to upgrade trains from the existing two-car to four, and to extend the current KL Monorail line to Mid Valley and Kerinchi. The 8.6km line currently runs from Titiwangsa to Brickfields.

It was reported that the group is expected to receive a RM600 million contract as part of the government’s bid to upgrade public transportation in the city.

Scomi Engineering closed two sen higher at RM1.14 yesterday with 76,300 shares traded.

http://www.theedgemalaysia.com/i ... s-in-2010-2011.html

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发表于 2010-9-8 21:15 | 显示全部楼层
Scomi Eng expects 60% revenue from overseas in 2010-2011

RAWANG: Scomi Engineering Bhd, a 69.3% subsidiary of Scomi Group Bhd, is expecting 60% of its revenue to come from overseas for this year an ...
BIoTech 发表于 2010-9-8 21:13



SHOULD MOTHER BETTER THAN SON??
WOULD MOTHER BETTER THAN SON??

MOTHER ( Scomi) HOLD 69.3% OF SON (Scomien)....

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发表于 2010-10-28 13:55 | 显示全部楼层
作为局内人,我只能奉劝大家一句话-走的快好世界!!!

财报和今年以来的一系列公司重组,已经给出足够的暗示!

(一个当年执迷不悟的MEGAN 人的肺腑之言)

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发表于 2010-11-10 17:37 | 显示全部楼层
08/11  SCOMI  BUY  @ 0.415
10/11  SCOMI  SELL @ 0.440

史格米。。。。I Luv U
无意的过客 发表于 2010-11-10 10:38

Waa...congrates 无意的过客 bro gain in contra...
Erm...may i ask something?
you min to share how you decide when to buy in scomi?
got any signal hinting you?
paiseh..newbie need more advice and comment

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x 102
发表于 2010-11-10 17:47 | 显示全部楼层
财报有惊喜? 尤其是 scomimarine

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发表于 2010-11-10 21:00 | 显示全部楼层
08/11  SCOMI  BUY  @ 0.415
10/11  SCOMI  SELL @ 0.440

史格米。。。。I Luv U
无意的过客 发表于 2010-11-10 10:38


有没有

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发表于 2010-11-10 21:05 | 显示全部楼层
scomi

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发表于 2010-11-10 21:21 | 显示全部楼层
买卖讯号来自宇宙信息。。。。目前只会在低价位进罢了。。

今天0.44卖。。可是最高可以去到0.455。。相差三个价位。。。

接受信息功力有待提升。。。
无意的过客 发表于 2010-11-10 20:55

宇宙信息
看不懂,听不懂
大大可加解释
小弟理解能力有待加强。。。

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发表于 2010-11-11 00:40 | 显示全部楼层
我不是大大。。也没分享过什么技术图。。或什么基本面分析。。。

如楼上讲的。。这股不好再跟进了。。。
无意的过客 发表于 2010-11-10 22:51

小弟只是看看而已,不敢追,怕做“高手”。。。呵呵

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发表于 2010-11-11 00:52 | 显示全部楼层

7158 SCOMI, SCOMI GROUP BHD

Clarification on Article appearing in The Financial Daily
10 Nov 2010, 17:59
Clarification on Article appearing in The Financial Daily
Clarification on Article appearing in The Financial Daily (Page 3) on
Wednesday, 10 November 2010 entitled New shareholders to surface in Scomi
Group?
We refer to the news article entitled New shareholders to surface in Scomi
Group? appearing in The Financial Daily (page 3) on Wednesday, 10 November
2010, specifically to the following 2 statements appearing in the
aforementioned news article:
1. there could be new substantial shareholders in the form of Indonesian
investors and Middle Eastern funds surfacing in the company quite soon; and
2. Kamaluddin, it appears, is close to reducing his shareholding to below the
5% substantial-shareholder level.
The Company wishes to clarify that it has not received any notification of
interest of substantial shareholders (Form 29A) from any party not presently a
substantial shareholder of the Company.
Further, we wish to state that we have not been notified of any change to the
indirect interests of Dato Kamaluddin bin Abdullah.
In addition, the Company has made due enquiry with Kaspadu Sdn Bhd, and has
been informed that there has been no change in the shareholding structure of
Kaspadu Sdn Bhd and that Dato Kamaluddins effective interest in the Companys
shares continues to be 50% of that of Kaspadu Sdn Bhd, i.e. 89,262,513 shares
representing 7.65% equity in the Company.
In the event that there are any new developments in this matter, we will make
appropriate and complete disclosure in a timely manner in accordance with the
requirements of the Exchange.
This announcement is dated 10 November 2010.

20101110GA00182EN

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发表于 2010-11-11 09:39 | 显示全部楼层
  7158 SCOMI, SCOMI GROUP BHD
Clarification on Article appearing in The Financial Daily
10 Nov 2010, 17:59Clarification on Article a ...
无意的过客 发表于 2010-11-11 00:52

无意的过客兄昨天卖的漂亮。。因为这个announcement今天lausai了
0.435了
有没有心痒痒再进货?

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发表于 2010-11-11 16:42 | 显示全部楼层
Additional Listing Announcement (ALA)
Reference No SG-101026-603AD

Company Name
:
SCOMI GROUP BERHAD
Stock Name
:
SCOMI   
Date Announced
:
11/11/2010

1. Details of Corporate Proposal
Whether the corporate proposal involves the issuance of new type
and new class of securities?
:
No
Types of corporate proposal
:
ESOS
Details of corporate proposal
:
Exercise of options granted under Employees' Share Option Scheme ("ESOS")
No. of shares issued under this corporate proposal
:
12,000
Issue price per share ($$)
:
MYR 0.170
Par Value ($$)
:
MYR 0.100
   Latest issued and paid up share capital after the above corporate proposal in the following
Units
:
1,181,115,322
Currency
:
MYR 118,111,532.200
Listing Date
:
12/11/2010

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发表于 2010-11-11 18:13 | 显示全部楼层
跟你很熟吗?做莫要跟你讲?

我昨天早上卖的。。。。告示是傍晚出的。。。
无意的过客 发表于 2010-11-11 09:50

哈哈。。。对对对

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发表于 2010-11-11 18:14 | 显示全部楼层
Scomi Group yet to receive notice on shareholdings

KUALA LUMPUR: The Scomi Group Bhd counter continued its active trade on Bursa Malaysia yesterday with some 59.6 million shares changing hands, gaining four sen to close at 45.5 sen, its highest level for the day.

An article from yesterday reported that there could be new shareholders in the form of Indonesian investors and Middle Eastern funds surfacing in the company, and also the possible exit of Datuk Kamaluddin Abdullah, who partly owns substantial shareholder Kaspadu Sdn Bhd.

Scomi Group yesterday said it has yet to receive any official notification on the matter. Under the listing requirements, shareholders have a grace period of up to seven days from the share transactions before they inform the company and the stock exchange. When queried by Bursa Malaysia, Scomi Group said “it has not received any notification of interest of substantial shareholders (Form 29A) from any party not presently a substantial shareholder of the company”.

Scomi Group added it has not been notified of any change to the indirect interests of Kamaluddin and that there has been no change in the shareholding structure of Kaspadu, with Kamaluddin’s effective interest in Kaspadu at 50%, or 89.26 million shares representing 7.65% equity interest in the company.

The company added: “In the event that there are any new developments in this matter, we will make appropriate and complete disclosure in a timely manner in accordance with the requirements of the exchange.”

As at end of May this year, Kaspadu had 178.52 million shares or 15.44% equity interest in Scomi Group. In April last year, Kaspadu and its unit Onstream Marine Sdn Bhd had 34.23% or 345.33 million shares. However in September 2009, Kaspadu commenced selling small blocks of shares in the open market.

Scomi Group has its mainstay in the provision of mud drilling fluids, a water-based drilling fluid used to reduce friction.

Scomi Engineering Bhd, a 69.31% unit of Scomi Group, closed at RM1.10, gaining five sen, while Scomi Marine, a 42.71% subsidiary of Scomi Group, inched up one sen to close at 54 sen.

http://www.theedgemalaysia.com/i ... -shareholdings.html

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发表于 2010-11-11 20:29 | 显示全部楼层
史格米集團:未接獻購建議‧大股東仍持7.65%
                                        2010-11-11 14:15        

(吉隆坡10日訊)史格米集團(SCOMI, 7158, 主板工業產品組)澄清說,史格米集團並沒有接獲任何對該公司股權有興趣的通知書,其大股東拿督卡瑪魯汀的股權也沒有任何變動。

史格米集團就報導指新股東或在史格米集團冒起一事受交易所詢問時答覆指出,它尚未接獲現有大股東以外的任何機構之大股東,對史格米集團有興趣的通知書。

“現有大股東卡瑪魯汀持有公司的間接股權也沒有變動。”

根據史格米集團查悉,該公司大股東KASPADU私人有限公司的股權結構沒有變動,而卡瑪魯汀持有該公司的有效股權仍然是KASPADU公司的50%股權或8千926萬2千513股,佔該公司的7.65%股份。

倘若此事項有任何新進展,史格米集團將及時作出適當及完整的公佈。

財經日報《金融日報》較早報導,來自印尼的投資者或中東基金或很快崛起成為該公司的新大股東,卡瑪魯汀或遞減其股權至5%以下,不再是公司大股東。

星洲日報/財經‧2010.11.11

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发表于 2010-11-12 20:06 | 显示全部楼层
否認有新大股東
史葛米股價應聲跌


(吉隆坡11日訊)史葛米(SCOMI,7158,主要板工業)否認新大股東冒起,股價今日受拖累,寫下超過5個月最大跌幅。史葛米今早開市時小跌0.5仙,報45仙,隨后跌幅加深,于10時55分,下跌5.5%或2.5仙至43仙,為5月25日以來跌幅最大,惟交投活絡。

史葛米休市掛43仙,成交量3466萬8400股。

史葛米昨日澄清,未接獲任何對該公司股權興趣的通知書,大股東拿督卡瑪魯丁的持股權亦未變。

該公司說,大股東Kaspadu私人有限公司的股權結構未變,卡瑪魯丁仍持有后者50%或8926萬2513股,則還持史葛米7.65%股權。

媒體早前報導說,印尼或西亞投資者或冒起成為史葛米的新大股東,卡瑪魯丁持股權將因此減至5%以下,不再是主要股東。

市場早在7月份已傳出前首相敦阿都拉兒子卡瑪魯丁將退出史葛米董事局。

Kaspadu原為史葛米最大股東,由卡瑪魯丁和夥伴沙哈金持有。

該公司從今年4月開始減持史葛米股權,今年5月也曾脫售約4482萬股。

分析員曾指出,由于史葛米在業內已擁有相當豐富的經驗,因此有無政治背景皆無損未來競爭大型工程的優勢。

史葛米曾因捲入運送核武零件風波,成為外界攻擊Kaspadu和前首相的目標。

閉市時,史葛米收42.5仙,跌3仙,共有4413萬4400股易手。

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发表于 2010-11-16 20:32 | 显示全部楼层
Scomi signs MoU with India’s Engineering Projects

KUALA LUMPUR: Scomi Group Bhd’s 67.3%-owned subsidiary Scomi Engineering Bhd (SEB) has signed a three-year Memorandum of Understanding (MoU) with India state-owned entity Engineering Projects (India) Ltd (EPI).

Both SEB and EPI will form a consortium to undertake monorail and mass rapid transit (MRT) projects in India and global markets, the company said in a statement.

“Our partnership with EPI is a key component in our plans to establish and expand our expertise in the urban transportation business in India. Through this collaboration, we look forward to identifying and executing various monorail and MRT projects in India and abroad.

“We shall together offer advanced urban transportation systems, providing end-to-end solutions, competitive pricing, convenience and faster time-to-market to customers in India and worldwide,” Scomi Group CEO, Shah Hakim Zain said.

Both SEB and EPI have already established a global presence. SEB, whose portfolio includes urban transport solutions besides oil and gas support services, also focuses on emerging markets such as India, Brazil and Gulf Cooperation Council nations.

In 2008, SEB and its consortium partner Larsen & Toubro Ltd India were awarded a contract to build India’s first monorail system in Mumbai. The 19.5km project is due for completion this year.

EPI has, meanwhile, undertaken more than 480 multi-disciplinary projects in India worth over US$1.18 billion (RM3.7 billion). The company has also executed 30 global projects valued at over US$782 million.

http://www.theedgemalaysia.com/i ... ering-projects.html

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发表于 2010-11-16 20:52 | 显示全部楼层
史格米工程與印度公司探討合作
      

2010-11-16 13:15
  
(吉隆坡16日訊)史格米工程(SCOMIEN, 7366, 主板工業產品組)與印度工程計劃公司簽署瞭解備忘錄,以共同在印度及其他國家進行單軌火車及地鐵工程。


史格米工程母公司史格米集團(SCOMI, 7158, 主板工業產品組)首席執行員沙哈金指出,諒解備忘錄3年,雙方將可探討提供更好的城市公共交通系統及方案,且在成本控制方面更具競爭性。

目前史格米工程也在印度孟買承建長達20公里的單軌火車工程。

星洲互動‧2010.11.16

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发表于 2010-11-16 20:59 | 显示全部楼层
與印度工程計劃簽備忘錄
史葛米工程冀建單軌火車

November 16, 2010 01:03

(吉隆坡15日訊)史葛米工程(SCOMIEN,7366,主要板工業)與印度工程計劃(EPI)達成為期3年的諒解備忘錄,在印度和海外展開建造單軌火車和地鐵(MRT)的計劃。

該公司發佈文告指出,屆時將和印度政府首要投資臂膀的印度工程計劃合作,成為首選的財團夥伴,在印度和海外展開火車和地鐵的建造計劃。

史葛米工程隸屬史葛米(SCOMI,7158,主要板工業)旗下,后者目前在孟買建造印度第一個單軌火車計劃,長達18公里。

印度工程計劃是當地首要的咨詢及承包公司,曾在印度展開總值超過11億7546萬美元(約36億9471萬令吉)愈480項的工程。

史葛米集團總執行長沙哈金指出,通過合作計劃,放眼鑑定及展開印度及海外的各種單軌火車和地鐵建造計劃。

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