Investalks 马来西亚中文投资论坛 - 与你一起通往财务自由之路

 找回密码
 注册

最近看过此主题的会员

楼主: BBJ1168

[公司专区] 5218 SAPNRG 沙布拉肯油 (前名 SKPETRO)

    [复制链接]
x 19
发表于 2013-3-8 17:16 | 显示全部楼层
MARC: Growth-related capex to restrain SapuraKencana free cash flow
Published: Friday March 8, 2013 MYT 4:57:00 PM

KUALA LUMPUR: Malaysian Rating Corporation (MARC) expects SapuraKencana Petroleum Bhd's free cash flow generation to remain constrained over the next two years due to growth-related capital expenditure (capex).

The ratings agency said on Friday that SapuraKencana's capital commitments were RM2.8bil as at end-October 2012. This would put the group's cash flow coverage metrics temporarily at levels below applicable rating category medians.

"However, MARC expects that in the intermediate term, SapuraKencana's free cash flow will be largely used for permanent debt reduction," it said.

The ratings agency said SapuraKencana's liquidity profile benefited from its good access to external sources of liquidity, evidenced by its RM1.1bil holdings of cash and cash equivalents, largely supported by new borrowings.

"This is consistent with MARC's belief that periods of high leverage need to be balanced against ample access to external sources of liquidity," it said.

To recap, SapuraKencana has proposed to buy 18 tender rigs from Norway's Seadrill Ltd (Seadrill) for an enterprise value of US$2.9bil and to combine Seadrill's tender rig business with its own.

MARC said the acquisition of Seadrill's tender rigs, expected to close in the second quarter of 2013, would see SapuraKencana emerging as the world's largest operator of tender rigs. The 15 operating rigs to be acquired and the three newbuilds are all contracted under long-term fixed price contracts with oil majors.

In the statement, MARC had affirmed the rating of AA-ID on Bayu Padu Sdn Bhd's (Bayu Padu) RM500mil Istisna' Serial Bonds with a stable outlook. The rating action affected RM190mil of outstanding Istisna' Serial Bonds. Bayu Padu is a unit of SapuraKencana Petroleum, set up to facilitate the merger between SapuraCrest Petroleum Bhd and Kencana Petroleum Bhd (Kencana).

Following the May 15, 2012 merger, SapuraCrest's liabilities and the corporate guarantee issued for this rated issuance, were assumed by SapuraKencana.

"MARC's rating on the bonds is now based on SapuraKencana's consolidated credit profile due to Bayu Padu's dependence on the merged entity to service the bonds. "The affirmed rating is underpinned by merged entity SapuraKencana's significant operating scale with leading market positions in the installation of pipelines and facilities (IPF) and engineering, procurement, construction and commissioning (EPCC) oilfield service segments, its current consolidated and prospective profitability and good financial flexibility," it said.

MARC also noted that SapuraKencana had continued to enhance growth through acquisitions accretive to earnings. These positives were tempered by competitive industry conditions and the cyclical nature of exploration and production (E&P) spending by oil and gas (O&G) sector, SapuraKencana's increased debt leverage and continuing high capexs which impede free cash flow generation.

"The stable rating outlook is underpinned by the continued good operating momentum provided by SapuraKencana's large order book of RM13.3bil as at Oct 31, 2012.

"Also, MARC expects SapuraKencana to preserve its financial flexibility through an early refinancing its existing debt to improve its debt amortisation schedule," it said.

x 0 我要送花

x 815
发表于 2013-3-12 18:25 | 显示全部楼层
资本开销增长 沙肯石油现金流受限
财经新闻 财经  2013-03-12 11:35
(吉隆坡11日讯)大马评级公司(MARC)预计,沙肯石油(Skpetro,5218,主板贸服股)的资本开销增长,或限制该公司未来两年的自由现金流。
该机构日前指出,沙肯石油截至2012年10月的资本支出为28亿令吉,这将促使该集团的现金流暂时低于中位数水平。
无论如何,大马评级公司估计,沙肯石油在中期内将使用自由现金流来降低债务。
该机构称,沙肯石油的资金流动性主要来自外在资源,如其目前持有的11亿令吉的现金,主要是获得新贷款的支撑。
沙肯石油正以29亿美元(约88.8亿令吉),收购Seadrill旗下所有钻井平台业务,以联合与整合两家公司相关业务的计划,并将拥有18座钻井平台。
一旦完成这项收购,沙肯石油将成为全球最大的钻井平台业者。

x 0 我要送花

x 57
发表于 2013-3-14 16:40 | 显示全部楼层

本帖子中包含更多资源

您需要 登录 才可以下载或查看,没有帐号?注册

x

x 0 我要送花

x 15
发表于 2013-3-15 09:20 | 显示全部楼层
SapuraKencana riding high on job tenders

PETALING JAYA: Maybank Investment Bank Research (Maybank IB Research) has reiterated its “buy” call on oilfield service provider SapuraKencana Petroleum Bhd on the strength of its rising job tenders both locally and abroad.

In a report to clients, the research outfit said that of the RM8bil to RM9bil in domestic fabrication tenders, the company was a frontrunner for the RM1bil Semarang centralised processing platform fabrication job. It is also expected to secure an extension for the Pan Malaysia pipelay charter.

In Brazil, the SapuraKencana-Seadrill joint venture is among three final bidders for three pipelay support vessel packages worth a total of US$5bil (RM16bil), it noted.

SapuraKencana, slated to release its fourth-quarter results for the fiscal year ended Jan 31 next week, is expected to post numbers within Maybank IB Research’s expectations.

“We expect SapuraKencana to report a seasonally weaker fourth-quarter net profit of RM100mil (-31% quarter-on-quarter or q-o-q), which would bring core financial year (FY)13 earnings to RM535mil,

“The q-o-q weakness would be due to lower utilisation of its drilling rigs and pipe-laying vessels during the monsoon period,” it said.

These two divisions are SapuraKencana’s core earnings drivers, accounting for more than 80% of group pre-tax profit.

Maybank IB Research said that while it had not initially anticipated any dividend for FY13, it now did not rule out a nominal one sen dividend per share (10% payout).

StarBiz had reported that SapuraKencana was expected to garner about RM3bil to RM5bil worth of contracts annually.

It has a sizeable RM18bil order book, with some 35% in Malaysia while Brazil and the Gulf of Mexico - its second-largest markets - contribute about 24%.

http://biz.thestar.com.my/news/s ... 98&sec=business

x 0 我要送花

x 19
发表于 2013-3-15 23:14 | 显示全部楼层
SKPETRO - OTHERS 2ND EXTENSION OF CONTRACT FOR PROVISION OF SELF-ERECTING TENDER RIG, “T-6” FOR OFFSHORE DRILLING CAMPAIGN 2011-2013 (“T-6 CONTRACT”)


Company NameSAPURAKENCANA PETROLEUM BERHAD
Stock NameSKPETRO  
Date Announced15 Mar 2013
CategoryGeneral Announcement
Reference NoSP-130315-944B5

TypeAnnouncement
SubjectOTHERS
Description2ND EXTENSION OF CONTRACT FOR PROVISION OF SELF-ERECTING TENDER RIG, “T-6” FOR OFFSHORE DRILLING CAMPAIGN 2011-2013 (“T-6 CONTRACT”)




INTRODUCTION

We refer to the announcement dated 1 September 2010 by SapuraCrest Petroleum Berhad and announcement dated 17 October 2012 by the Company in relation to the T-6 Contract where it was announced that its subsidiary, Tioman Drilling Company Sdn Bhd (“Tioman”), had secured a contract for deployment to and utilization by CARIGALI PTTEPI OPERATING COMPANY SDN BHD and CARIGALI-HESS OPERATING COMPANY SDN BHD of the self-erecting tender rig, the T-6.

The T-6 Contract was for an initial duration of 28 months commencing from 21 December 2010 until 20 April 2013 and was subsequently extended until 20 July 2013.


CONTRACTUAL EXTENSION

The Company is pleased to announce that Tioman has on 6 March 2013 accepted the 2nd extension for the T-6 Contract for a further duration of 3 months commencing from 21 July 2013 (expiry of 1st extension) until 20th October 2013.


CONTRACT VALUE

The 2nd contract extension is valued at approximately USD9.3 Million.


EFFECT ON THE ISSUED AND PAID-UP CAPITAL OF THE COMPANY

The 2nd extension of the T-6 Contract will have no effect on the issued and paid-up capital of the Company and is expected to contribute positively to the Group's earnings and net tangible assets for the financial year ending 31 January 2014.


RISKS FACTORS

Risk factors affecting the T-6 Contract include execution risks such as availability of skilled manpower and materials, changes in prices of materials, and changes in political, economic and regulatory conditions. The Company has throughout the years established its track records and expertise to undertake such projects. As such, the management believes that the Company is able to mitigate the abovementioned risk factors.


DIRECTORS AND MAJOR SHAREHOLDERS’ INTEREST

None of the Directors and/or major shareholders and/or persons connected with the Directors and/or major shareholders has any direct or indirect interest in the extension of the T-6 Contract.


DIRECTORS' STATEMENT


The Board of Directors of the Company is of the opinion that the extension of the T-6 Contract is in the best interest of the Company.


This announcement is dated 15 March 2013.



x 0 我要送花

x 26
发表于 2013-3-16 01:30 | 显示全部楼层
遜於市場預期‧沙肯石油末季料賺1億

熱股評析  2013-03-15 18:32
(吉隆坡15日訊)沙肯石油(SKPETRO,5218,主板貿服組)將於下週公佈截至2013年1月財政年第四季業績報告,預料符合市場預期。不過,馬銀行研究調低2014財政年盈利預測7%,以納入Seadrill的9個月鑽井架投標業務。

該行在報告中估計,沙肯石油的第四季凈利料達1億令吉,接季下跌31%,2013財政年盈利則預計為5億3千500萬令吉,雖然符合他們的預測,但比市場上認為的水平低。

沙肯石油按季比業績較弱,主要是在季候風季節,鑽井架及鋪管艦較少派上用場,這兩組是沙肯石油的核心業務推動力,佔集團稅前盈利超過80%。
分析員表示,雖然之前他們不預期該公司會派發任何股息,不過,也不排除可能派發每股1仙的股息。

該行預測兩年凈利複合成長率為64%,主要是收購Seadrill的招標鑽井架業務,有利於集團的盈利表現,每年料可為集團帶來5億令吉的盈利,該項交易預計在2013年杪敲定。

分析員指出,該公司在本地與海外市場投標工程持續增加,在規模達80億至90億令吉的本地組建工程競標中,沙肯石油在10億令吉的士馬蘭中央系統加工平台組建工程競標中領先,該公司也將爭取延長泛馬輔管的許可證。

另外,分析員也看好該公司的巴西業務。總值50億美元輔管支援艇的投標結果將在近期揭曉,沙肯石油―Seadrill所組財團是三大最終投標機構之一。此前,該財團也曾於2011年獲巴西國油(Petrobras)頒給14億美元的工程。(星洲日報/財經)

x 0 我要送花

x 11045
发表于 2013-3-16 19:36 | 显示全部楼层
沙肯石油獲2890萬續約

•大馬
2013-03-16 12:52
(吉隆坡15日訊)沙肯石油(SKPETRO,5218,主板貿服組)“T-6"岸外鑽油井合約二度獲Carigali Pttepi公司延長,值930萬美元(約2千890萬令吉)。

該公司發表文告指出,合約為期3個月,從今年7月21日至10月20日。(星洲日報/財經)

x 0 我要送花

x 0
发表于 2013-3-18 01:56 | 显示全部楼层
期待它的业绩.....

x 0 我要送花

x 19
发表于 2013-3-18 21:44 | 显示全部楼层
SapuraKencana Petroleum - T-6 Rig Contract Extended
Date: 18/03/2013

Source : MAYBANK
Stock : SKPETRO     Price Target : 4.10     |     Price Call : BUY
Last Price : 3.02     |     Upside/Downside : +1.08 (35.76%)



Reiterate BUY; TP unchanged at MYR4.10. While a charter extension for SAKP’s T-9 rig at rates comparable to the previous contract was widely anticipated, it is still positive as it increases the rig’s earnings visibility. Meanwhile, the featuring of SAKP in the FTSE All-World and FTSE Asian Oil and Gas Indexes effective today is another positive, raising the stock’s visibility further. Our earnings forecasts are unchanged. Our TP is pegged to 18x FY1/15 EPS.

T-6 rig charter extended for another three months at similar rates. SAKP has received confirmation from Carigali-PTTEPI Operating Company (CPOC) that it would extend the contract charter for SAKP’s T-6 tender-assisted rig for another 3 months to 20 Sep 2013. The terms are similar to those of the previous contract extension, in both tenure (3 months; 20 May-20 Jul 2013) and daily charter rates (DCRs; USD99k). The extension was widely expected; we have alluded to this possibility before, considering the need to support CPOC’s rising drilling activities.

Expect charter extensions beyond 2013 for eight other rigs. Apart from T-6, charters for eight more rigs (T-3, T-9, T-10, soon-to-be owned West Jaya, West Menang, T-4, T-7, and T-11) from the Seadrill rig purchase (likely to be concluded in Apr 2013) will end in stages throughout 2013. We expect that charters for these rigs to be extended too. Tender-assisted rigs are currently the most utilised drilling assets, which include jack-ups, semi-subs and drillships.

To benefit from rebalancing of FTSE Index. SAKP will be a major beneficiary of the rebalancing exercise, with a higher index weighting. It has been included in the FTSE All-World and FTSE Asian Oil and Gas Indexes in addition to its elevation from a small cap to a large cap classification under the FTSE Global Equity Index Series with a 54% investibility weight. The index change takes effect from 18 Mar 2013.

Expect 4QFY1/13 results to track expectations. Results will be released this Thursday. We expect SAKP to register a core net profit of MYR100m in 4QFY1/13, which would bring its full-year core earnings to MYR535m, in line with our estimates but below consensus. Please refer to our results preview note on 14 Mar 2013 for details.

Source: Maybank Research - 18 Mar 2013

x 0 我要送花

x 19
发表于 2013-3-18 21:46 | 显示全部楼层
Sapura Kencana - T-6 Tener Rig Contract Extended
Date: 18/03/2013

Source : HLG
Stock : SKPETRO     Price Target : 3.60     |     Price Call : BUY
Last Price : 3.02     |     Upside/Downside : +0.58 (19.21%)


News

SapuraKencana (SK) announced that its subsidiary Tioman Drilling Company Sdn Bhd (Tioman) has extended its contract with Carigali PTTEPI Operating Company Sdn Bhd and Carigali -Hess Operating Company Sdn Bhd for the services of the T-6 self erecting tender rig.


The extension is for a period of 3 months commencing 21 Jul 2013 and is for a quantum of USD9.3m.


Comment

We view the contract extension as positive and in line with our bullish outlook in both the domestic and international drilling markets as demand for drilling campaigns are driven by intensifying offshore exploration and production.


The contract is inline with our forecasts and makes up 23% of our annual assumptions for T-6. Generally, the charter for the T-6 is lower than the average for tender rigs because it is older. The USD9.3m contract makes up 3.2% and 0.4% of our drilling rig and total revenue assumptions respectively.

T-6 is currently 51:49 % owned by SapuraKencana and Seadrill. Upon completion of SapuraKencana’s acquisition of Seadrill’s tender rig business (see our note dated 13 Feb 2013) it will be 100% SapuraKencana owned.


We believe the Seadrill deal will go through (detailed in our report dated 10 Dec 2012) but expect contribution from the additional Tender rig business to come in half way through 2013 calendar year. We continue to view the expansion in drilling and successful completion of the deal as a catalyst.


Risks
  • Execution risk.
  • Escalation of vessel, fabrication and drilling costs.
  • Deal abortion.

Forecasts

Maintained as it is within our order book replenishment assumptions.


Rating

BUY

  • Positives
    • Strong balance sheet and knowhow,
    • Global trend towards offshore production.
  • Negatives
    • Increased competition for growth markets.
    • Complexities of running a larger organization.

Valuation
Maintain BUY call with a higher TP of RM3.60 based on 20x EPS of 18 sen/share based on an average of FY01/14 and FY01/15 to better reflect earnings prospect of the Seadrill acquisition whereby earnings will only flow through from mid FY01/14.

Source: Hong Leong Investment Bank Research - 18 Mar 2013


x 0 我要送花

x 26
发表于 2013-3-19 08:53 | 显示全部楼层
券商買進心頭好.擴大鑽井業務 沙布拉肯油前景佳

財經股市18/03/2013 22:28

券商 :豐隆投銀研究
合理價:3.60令吉

沙布拉肯油(SKPETRO,5218,主要板貿易)早前宣布,子公司Tioman鑽油公司延長與Carigali PTTEPI公司和Carigali Hess公司的T-6鑽油台合約,延長期限為3個月,合約為920萬美元(約2793萬令吉)。

我們認為,延長合約對該公司是有利的,加上在國內和國際鑽油市場的鑽井活動需求下,我們看好該市場未來前景。

目前,沙布拉肯油擁有51%T-6鑽油台股權,Seadrill公司則擁有49%。在完成了Seadrill公司的收購計劃之后,該公司便能擁有100%股權。

我們相信,Seadrill公司將會通過這項提案,預計今年還會有其他鑽井業務的競標,我們認為,擴大鑽井業務和交易成功是該公司的催化劑。

我們看好該公司,主要因為該公司有強勁的資產負債表和專有技術以及全球的趨勢,給于買入評級。

但該公司仍然有些風險存在,包括了執行風險,船隻、製造和鑽油成本的存在等風險

x 0 我要送花

x 0
发表于 2013-3-21 21:59 | 显示全部楼层
Quarterly rpt on consolidated results for the financial period ended 31/1/2013

本帖子中包含更多资源

您需要 登录 才可以下载或查看,没有帐号?注册

x

x 0 我要送花

x 0
发表于 2013-3-21 21:59 | 显示全部楼层

x 0 我要送花

x 3
发表于 2013-3-22 18:29 | 显示全部楼层
营收飙1.7倍 沙肯石油全年赚5.24亿
财经新闻 财经  2013-03-22 08:12
(吉隆坡21日讯)沙肯石油(Skpetro,5218,主板贸服股)2013财年写下亮眼业绩,全年净利按年暴涨86.21%,至5亿2459万6000令吉,胜于上财年的2亿8172万7000令吉。
相比于上财年的25亿5640万2000令吉的营业额,沙肯石油2013财年营业额录得69亿1241万4000令吉,按年涨幅高达170.4%。
此外,沙肯石油2013财年末季净利飙涨158%,从上财年同季的4801万5000令吉,增长至1亿2389万3000令吉。
集团末季营业额则从2012财年5亿6043万4000令吉,涨升近250%,至2013财年的19亿5755万1000令吉。
依据上游领域的强劲资本开销,沙肯石油相信,区域油气领域增长能力强稳。因此,该集团将有望从中获益,预期能够获得Berantai油田带来的全年盈利贡献。
此外,即将完成的Seadrill钻井平台业务收购案,将提供集团一个策略平台,成为竞标钻井平台的主要业者之一。

x 0 我要送花

x 19
发表于 2013-3-23 00:26 | 显示全部楼层
競標和併購效益揮發‧沙肯石油盈利續精彩 2013-03-22 18:36


(吉隆坡22日訊)沙肯石油(SKPETRO,5218,主板貿服組)2013財政年表現符合預期,分析員看好公司將是國家石油公司巨額資本開銷的主要受惠者,加上積極競標巴西等海外工程和Seadrill公司併購效益開始揮發,未來盈利前景料精彩可期。

隨著Clough海事建築與岸外工程公司和Berantai油田開始帶來盈利貢獻,推動沙肯石油2013財政年第四季淨利按年增長158%至1億2千390萬令吉,全年淨利更走揚15.4%至5億2千460萬令吉,營業額則在岸外建築和海底業務推動下增長44.1%。


賺益按年萎縮7.4%

興業研究表示,鑑於併購活動帶來高利息開銷,以及多達1億3千萬至1億4千萬令吉的一次性併購成本,導致沙肯石油稅前盈利賺益按年萎縮7.4%,但相信隨著公司攫取更多合約,以及併購效益開始浮現,2014財政年賺益將逐漸復甦。

“我們相信沙肯石油將是國家石油公司5年總額3千億令吉資本開銷計劃的主要受惠者,加上公司已在Berantai油田開採出第一桶天然氣,預期公司將競標更多邊際油田合約。"

MIDF研究也持相同看法,預見沙肯石油將是淺水、深水、浮動解決方案、維修與岸外裝配和營運(HUC)、邊際油田和管道工程等主要石油與天然氣業務的領跑者(Frontrunner)。

豐隆研究說,展望未來,沙肯石油與Seadrill公司結盟關係,加上其提昇岸外價值鏈能力將是強而有利的競爭優勢,相信公司擴展鑽探業務和完成Seadrill公司交易將是業務主要催化因素。

安聯研究指出,隨著89億令吉收購Seadrill公司所有鑽油井計劃將在今年4月杪完成,沙肯石油未來精彩可期,若將相關大型收購計劃因素反映在賬面上,相信公司4年複合年均每股盈利增長達43%。

“至於合約流方面,沙肯石油積極競標巴西國營石油公司(Petrobras)合約,並探討爭取泛馬輔管等工程,我們相信集團將在短期製造訂單將有所增加,而鋪管船也將有望接獲新工程。"


巴西將是下個業務 成長動力來源

黃氏唯高達研究看好巴西將是下個業務成長動力來源,主要是沙肯石油積極競標巴西國營石油公司(Petrobras)第二鋪管工程,合約總值可能達到60億美元,儘管三大最終競標者競爭激烈,但相信公司將至少取得配套工程的一項計劃。

“此外,我們也看好沙肯石油在大馬業務前景,因國家石油公司將在今年頒發系列的製造、組裝和銜接工程。"

有鑑於此,該證券行維持沙肯石油盈利預測不變,但不排除盈利目標有上調可能,因Seadrill公司鑽油井歷史獲利可能高於預期。


有望躋身30大成份股

另一方面,馬銀行研究指出,從2013年3月18日起,沙肯石油已被納入富時環球指數(FTSE All-World Index)和富時亞洲石油與天然氣指數內,而其MSCI大馬指數的1.7%比重也可能在5月進行評估,令其有望在5月/6月富時綜合指數評估中躋身30大成份股。

以併購Seadrill公司擴大資本基礎至59億6千400萬股為基準,沙肯石油市值可能增至180億令吉(假設股價沒有變化),將將排名馬股第22位(以市值計),較歸納為富時綜指成份股的25位考量條件來得高。


(星洲日報/財經)

x 0 我要送花

x 19
发表于 2013-3-25 23:52 | 显示全部楼层
海內外闢疆土‧沙肯石油展望亮麗
2013-03-25 18:40



(吉隆坡25日訊)沙肯石油(SKPETRO,5218,主板貿服組)繼續在海外開疆闢土,業務展望亮麗,反而國內業務可能面對劇烈競爭而流失市場份額,惟分析員普遍靜待Seadrill收購計劃完成後,再考慮調整盈利預測。

安聯研究表示,在分析員匯報會上,管理層預期可在4月底完成收購Seadrill,包括Seadrill的訂單,沙肯石油手握高達182億令吉訂單,目前也積極在國內外市場爭取更多訂單。

“沙肯石油正追求巴西國油(Petrobas)的第二項合約,競標3艘船艦合約,此外該公司也在印度和澳洲爭取新工程。此前我們估計,若獲得巴西國油的3艘船艦合約,合約總值料達88億令吉,包括續約的話,租約期限可達8至10項,這意味著從2017財政年起淨利將增加3億5千萬至4億令吉。"


續獲可觀合約

該行補充,國內市場競爭加劇,嚴重的話,沙肯石油的13億令吉常年續約目標可能落空,屆時2015財政年恐怕得下砍8%。

馬銀行研究認為,其他證券研究機構低估Seadrill收購計劃的推動,該行看好這項資產每年至少可帶進7億令吉盈利。

“同時,該公司持續獲得可觀合約,我們相信沙肯石油大有機會爭得巴西國油多項鋪管船艦合約,若成事我們將考慮提高其財測。"

豐隆研究承認,聽過沙肯石油的匯報後,該行設定每日船運費13萬1千美元的預測略顯保守,相信仍有明顯的上調空間,且有助於推高沙肯石油的盈利預測和目標價。

“保守估計,船運費提高10%,其每股盈利將增加5.4%,稅前盈利賺幅調高1%,每股盈利也會提昇1.4%。以鑽油業務的30%賺幅推算,假設船運費從目前的13萬5千美元調高10%至14萬4千美元、運用率由80%升至85%、本益比設在20倍,沙肯石油目標價可望提高7%至3令吉85仙。"

肯納格研究指出,由於Seadrill收購計劃將影響該公司的盈利、債務和股票數量,因此該行目前選擇維持2014財政年淨利預測7億4千420萬令吉,並考慮在收購計劃完成後,才宣佈2015財政年財測。


(星洲日報/財經)

x 0 我要送花

x 815
发表于 2013-3-26 17:25 | 显示全部楼层
Seadrill 钻井台年中完成 沙肯石油订单上看160亿
财经新闻 财经  2013-03-26 12:53


(吉隆坡25日讯)沙肯石油(Skpetro,5218,主板贸服股)2013财年业绩符合市场预测,预期今年中完成收购Seadrill钻井平台业务后,不但带动2014财年盈利,亦提高订单总值逾160亿令吉。
马银行投行分析员指出,集团2013财年末季核心净利按季微跌14%,按年则涨62%,表现符合预期,因为年末季候风影响业务。
至于全年,沙肯石油旗下岸外建筑与海底(OCSS)业务的涂管拖船租赁以及组装、连接、建筑与启动(HUCC)和岸外拖船业务的贡献增加,带动全年盈利至5亿6100万令吉。
力争年订单60亿
即将在2013年5月份完成的Seadrill钻井平台业务盈利整合,会成为沙肯石油2014财年的增长动力;届时钻井台租赁业务将成为最大贡献,预计将占2014至2016财年税前盈利的55%至60%。
安联研究分析员相信,配合完成收购Seadrill钻井平台业务,沙肯石油每股盈利4年复合增长率将达43%。
短期内,他相信大马与泰国联合发展区的工程,将提高集团组装业务订单总值。
大马研究分析员指出,沙肯石油订单按季滑落15%至110亿令吉,但相信加入收购Seadrill旗下16个新钻井平台后,将推高至160亿令吉。
沙肯石油仍然预期每年取得50亿至60亿令吉订单,竞标订单超过300亿令吉。
竞标巴西拖船租赁合约
至于合约量,沙肯石油目前竞标巴西石油公司(Petrobras)的涂管拖船租赁合约。
马银行投行分析员认为,若合约到手,将可提升沙肯石油区域市场地位。
据称,沙肯石油Seadrill联营是总值50亿美元(约155亿8750万令吉)、3大配套的最后3大入围公司之一。
沙肯石油希望在2014财年获得泛马公司(Pan Malaysia)更新合约。集团也会在现财年接收两个新资产,分别是KM2钻探设备及吊机铺管船。
纳入富时指数 跃升大资本股
沙肯石油被纳入富时环球指数和富时亚洲油气指数,并在富时全球股票指数系列中从小资本调升至大资本股,可投资比重达54%。
马银行投行分析员指出,配合富时指数的变化,沙肯石油在摩根大马指数(MSCIMalaysia)目前1.7%的比重,或将在5月份检讨后调升。
市值料达180亿
他也不排除,即将在今年中旬重新检视的富时隆综指成分股也可能纳入沙肯石油。
收购Seadrill钻井平台业务后,沙肯石油扩大后资本基础达59亿6400万股,市值估计将达180亿令吉,市值规模在马股排名第22位。
另外,达证券分析员指出,大选风险如今成为沙肯石油股价的主要障碍;若国阵继续执政,将成为重新评估沙肯石油的强力催化剂。

x 0 我要送花

x 57
发表于 2013-4-2 17:06 | 显示全部楼层
傳沙布拉肯油聯營公司 獲巴西70億合約
http://www.chinapress.com.my/node/408557

1 Apr 2013 23:49

(吉隆坡1日訊)傳沙布拉肯油(SKPETRO,5218,主要板貿易)聯營公司,最可能獲巴西石油公司Petrobas頒發總值約70億令吉的彈性裝管支援船(PSLV)合約,利好帶動股價大熱走高。

該股今早平盤,以3令吉報開,交易7分鐘后小幅走高,休市掛在3.03令吉,起3仙,計有129萬5000股易手。

隨著市場傳出沙布拉肯油與Seadrill有限公司聯營公司,已近奪下Petrobas總值70億令吉合約,沙布拉肯油頓成投資者焦點,交投更是愈發火熱,午盤間更揚高7仙或2.3%,寫下3.07令吉全日最高。

閉市時,該股收在3.04令吉,起4仙,成交量774萬9900股。

安聯證券研究今日透過報告指出,上述消息對沙布拉肯油來說是利多于弊,可進一步壯大公司盈利,同時推高訂單至250億令吉。

“我們仍維持‘強烈買進’建議,尤其該公司併購Seadrill有限公司鑽井平台業務即將完成,可助推高沙布拉肯油未來4年每股盈利的年複成長率(CAGR)至43%。”

x 0 我要送花

x 57
发表于 2013-4-3 15:40 | 显示全部楼层
SapuraKencana Petroleum to raise RM1.64b
http://biz.thestar.com.my/news/s ... 37&sec=business

April 3, 2013

KUALA LUMPUR: SapuraKencana Petroleum Bhd plans to raise up to RM1.64bil (US$526.2mil) from the proposed placement of 587 million new shares.

The company said on Wednesday the issue price of the placement shares was RM2.80 each.

SK Petro said the placement price was based on the five-day volume weighted average market price up to and including April 2, 2013, being the price-fixing date for the proposed placement of RM3.04.

It had entered into a placement agreement with CIMB Investment Bank Bhd, Maybank Investment Bank Bhd and CIMB Securities (Singapore) Pte. Ltd. for the proposed placement.

SKPetro plans to use bulk of the proceeds of RM1.524bil for the acquisition of the entire share capital of Seadrill Tender Rig Ltd while the remaining amount would be used to defray the expenses relating to the corporate exercise.

x 0 我要送花

x 815
发表于 2013-4-4 11:37 | 显示全部楼层
沙肯石油私下配售籌16.4億
大馬  2013-04-04 11:07


(吉隆坡3日訊)沙肯石油(SKPETRO,5218,主板貿服組)計劃私下配售新股可集資16億4千360萬令吉。
該公司發表文告說,該批5億8千700萬股的每股售價定於2令吉80仙。
每股2令吉80仙售價,比截至昨日止5天加權股價3令吉零4仙折價24仙或7.89%。
在逾16億令吉資金中,其中15億2千400萬令吉將用以向Seadrill公司收購鑽井資產,餘額則充作私下配股開銷

x 0 我要送花

发表回复

您需要登录后才可以回帖 登录 | 注册 |

本版积分规则

Google 搜索本站 搜索WWW

快速回复 返回顶部 返回列表