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[公司专区] 7045 SCOMIES 史格米海事

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发表于 2010-12-2 19:49 | 显示全部楼层
泉合售史格米海事1.7億股
        2010-12-02 10:39

(吉隆坡2日訊)史格米海事(SCOMIMR, 7045, 主板貿服組)大股東新加坡泉合控股(Chuan Hup),以9千180萬令吉,分別脫售史格米海事1億7千萬股股票予兩個買家,以趁早套利。


史格米海事文告指出,泉發今日與買家簽署買賣協議,以3千240萬令吉脫售6千萬股股票予Tael One Parners有限公司;另外,以5千940萬令吉脫售1億1千萬股股票予Petroworld投資有限公司。

脫售資金將充作營運資本。

星洲互動‧2010.12.02

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发表于 2010-12-8 20:13 | 显示全部楼层
Scomi Marine inks MoU on maritime university in PKFZ

KUALA LUMPUR: Oil and gas services provider Scomi Marine Bhd has signed a memorandum of understanding (MoU) with the Indian Maritime University (IMU) and two other parties to set up a maritime academy at the Port Klang Free Zone (PKFZ) in Selangor.

In a press statement yesterday, Scomi Marine said the two other parties are PKFZ and Intan Asia Sdn Bhd, which is involved in trading services, transportation and management.

“The MoU serves to establish a framework of cooperation between the four parties for the provision of maritime academic programmes like training, research, consultancy courses and services in Malaysia at a campus to be established in PKFZ,” Scomi Marine said.

Scomi Marine, an associate of Scomi Group Bhd, said the four parties would form a joint management committee to plan and manage the project while a joint academic committee would be established to determine the maritime university’s academic curriculum.

The Chennai-based IMU also has regional campuses in four cities in India, namely Mumbai, Kolkata, Visakhapatnam and Coachin. The IMU Asia campus would offer courses in various maritime-related fields at the diploma, degree and masters levels, Scomi Marine said in the statement.

Scomi Group CEO Shah Hakim Zain said the IMU Asia campus was part of Scomi’s corporate social responsibility initiative and aimed to train young Malaysians for a career in the shipping industry.

PKFZ chairman Datuk Lee Hwa Beng, in the statement, said the IMU Asia campus would utilise existing facilities in the four blocks of office complex within the PKFZ.

“IMU Asia would provide another nucleus of activity for the free trade zone as they aim to spawn a series of activities around the IMU Asia campus to support the shipping and logistics requirement of the industry,” Lee said.

http://www.theedgemalaysia.com/i ... ersity-in-pkfz.html

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 楼主| 发表于 2010-12-17 15:33 | 显示全部楼层
Published: Friday December 17, 2010 MYT 10:46:00 AM
Updated: Friday December 17, 2010 MYT 11:53:24 AM
Scomi Marine to dispose four companies for RM538.3 million

PETALING JAYA: Scomi Marine is proposing a disposal of four companies for RM538.3 million to its 80.54%-owned Indonesian subsidiary PT Rig Tenders Indonesia Tbk for RM538.3 million.

The disposal involves CH Logistics Pte Ltd, CH Ship Management Pte Ltd, Grundtvig Marine Pte Ltd and Goldship Private Ltd which collectively owned 27 tugs and 24 flat top barges.

As part of the related-party exercise, Scomi Marine would renounce all of the company's entitlement to Portside Offshore Inc and PT Revessel Indonesia while PT Rig Tenders would undertake a renounceable rights issue to partly fund the acquisition.

Scomi Marine's board said in an announcement to Bursa Malaysia Friday that the environment has become increasingly challenging for the marine logistics and offshore support vessel businesses in light of the changes to Indonesia's regulations relating to ownership, intensifying competition and pressures on charter rates.

In addition, significant capital expenditure outlay is expected to be incurred to replace vessels and to invest in new business opportunities, the board said.

The board added that a strategic investor was essential in growing the businesses, both from a financial and operational perspective.

Given the specialised nature of the businesses and the unique ownership criteria required, the board feels that Portside and PT Revessel will be in a better position to expand the business activities of the enlarged PT Rig Tenders, it said.

The board said Scomi Marine would continue to participate in the businesses' upside potential through its equity interest in PT Rig Tenders upon completion of the Proposals.

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发表于 2010-12-19 14:39 | 显示全部楼层
史格米海事5.38億售4公司                                          2010-12-17 19:05

(吉隆坡17日訊)史格米海事(SCOMIMR, 7045, 主板貿服組)將以5億3千830萬令吉售價,將旗下4家海事物流公司脫售給持股80.54%的印尼子公司PTRig Tenders(PTRT),所得資金會在未來方向未明下,暫時投資在短期金融產品。
4家涉及脫售活動的海事物流公司分別是CH物流、CH船務管理、Grundtvig海事及Gold Ship私人有限公司,聯合持有及經營51艘船隻,包括27艘拖船和24艘駁船。
該公司發文告指出,印尼海事物流經營環境在政府政策改變下變得嚴緊,租用費競爭和壓力密度走高,而且,預料必須動用龐大資金來更新船隻及投資新商機,脫售相關業務是規避風險的最佳管道。
脫售計劃下,PTRT將透過銀行貸款和發行附加股展開收購,惟史格米海事不會認購這批附加股,反而由左玄離岸公司(Portside Off shore Inc.)和PT Revessel公司來收購和轉換這批附加股,成為PTRT的大股東。

對PTRT持股
沖淡至24.55%

屆時,史格米海事對PTRT的持股比例將由80.54%被大舉沖淡至約24.55%。
“現有狀況下,無論在財務或營運層面,我們都認為有必要引進策略投資者來推動相關業務成長,鑒於我們仍持有PTRT部份股權,因此可繼續在公司成長下受益。”
此外,公司管理層也說,至今仍未決定將如何使用脫售所得的5億3千830萬令吉資金,但會衡量最佳使用選擇,在那之前,會將資金放在銀行存款、貨幣市場產品或其他短期投資工具。
               
星洲日報/財經‧2010.12.17

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发表于 2010-12-19 14:43 | 显示全部楼层
史葛米海事
逾5億售4公司

December 17, 2010 22:03


(吉隆坡17日訊)史葛米海事(SCOMIMR,7045,主要板貿易)計劃將旗下4家海運物流公司,以5億3830萬令吉代價,脫售予印尼上市子公司PT Rig Tenders(簡稱PTRT公司)。

史葛米海事向馬證交所報備,公司獨資子公司史葛米海事服務公司(Scomi Marine Services Pte Ltd),已與史葛米海事旗下持股80.54%的聯營公司PTRT簽署有條件股權購買合約。

以上4家公司,即CH物流(CH Logistics)、CH船隻管理(CH Ship Management)、Grundtvig海事(Grundtvig Marine )及金船私人公司(Goldship Private)。

這些海運物流公司旗下擁有及管理51艘船只,包括27個拖船及24個平底駁船。

PTRT公司計劃透過發行部分可棄權附加股(renounceable rights issue)以籌資購股;史葛米海事服務公司則負責所有附加股的脫售,即售予Portside岸外公司及印尼PT Revessel公司。

史葛米海事指出,印尼當地擁有權管制的變動、租船率壓力及競爭等,皆導致印尼海運物流及岸外船隻支援業務經商環境競爭越趨激烈。

“預計更換船隻及投資新業務的資本開銷會顯著提高,所以策略伙伴非常重要,因此Portside岸外公司及印尼PT Revessel公司的加入,可協助PTRT公司業務成長。”

http://www.chinapress.com.my/content_new.asp?dt=2010-12-18&sec=business&art=1218bs13.txt

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发表于 2010-12-20 21:21 | 显示全部楼层
Scomi Marine closer to being a cash-rich shell

KUALA LUMPUR: Scomi Marine Bhd is going to be a cash-rich shell after a series of corporate exercises.

The company will have RM543.81 million cash after it disposes its four marine logistics companies to PT Rig Tender Indonesia Tbk (PTRT) for RM538.3 million.

According to the latest financial statements dated Sept 30, Scomi Marine already has RM5.51 million cash in hand, which would amount to RM543.81 million after the disposal.

Earlier this year, Scomi Marine disposed its 29.07% stake in CH Offshore Ltd to Falcon Energy Group for S$143.5 million (RM331.3 million), registering a gain of RM59.13 million.

Scomi Marine then used the proceeds to pare down its debts from RM525.7 million to RM184.8 million.

With that sum of cash in the coffers, it is said that Scomi Marine would reward its shareholders with a dividend payout and bid for Khazanah’s 32.2% stake in Pos Malaysia.

It was reported that Scomi Marine was one of the bidders for Khazanah’s stake in Pos Malaysia.

Last week, Scomi Marine announced that it plans to dispose its entire equity interest in CH Logistics Pte Ltd, CH Ship Management Pte Ltd, Grundtvig Marine Pte Ltd and Goldship Private Ltd to 80.95%-owned subsidiary PTRT.

According to Scomi Marine, PTRT said that it would undertake a renounceable rights issue to partly fund the disposal consideration.

With that move, Scomi Marine Services would be void of any core business and would be classified as a cash company under the PN16 and PN17 of the listing requirements.

In the filing, Scomi did not give any indication of its next move but merely stated that it would “endeavour to search for the right business to address its classification as a cash company and/or a PN17 company”.

Given Scomi Marine’s said interest in Pos Malaysia, it would make sense for it to sell and divest its stake in the four companies in order to build up the cash needed to purchase the 32.2% stake, potentially valued at RM700 million.

However, it is alleged that Tan Sri Syed Mokhtar Al-Bukhary via DRB-Hicom Bhd is one of the frontrunners in the bid for Khazanah’s stake as he plans to expand Bank Muamalat by leveraging on Pos Malaysia’s extensive network.

There are also other potential bidders in the race, such as Konsortium Logistik Bhd and Datuk Seri Tony Fernandes’ Tune Group who are said to have put in bids as well.

Pos Malaysia has been the target of many companies as it boasts an extensive network of 1,000 post offices in the country. It is said that after the amendment of the Postal Land Act, non-postal activities will be allowed in the outlets.

However, Khazanah has yet to disclose the names of the bidders, and the results will only be announced in the first half of 2011.

Bank Muamalat could become the biggest Islamic bank in Malaysia if it succeeds in acquiring the stake, while Konsortium Logistik’s vast experience in the logistics business would definitely help Pos Malaysia.

But it is not clear what value Scomi Marine would bring to Pos Malaysia’s other shareholders, including the Employees Provident Fund (9.59%), Permodalan Nasional Bhd (8.45%) and Skim Amanah Saham Bumiputera (8.18%).  

http://www.theedgemalaysia.com/i ... ash-rich-shell.html

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发表于 2011-2-12 21:10 | 显示全部楼层
大馬郵政32.21%股權競標‧剩5大財團

2011-02-12 18:30
                                                                           

(吉隆坡12日訊)國庫控股(Khazanah)將開放大馬郵政(POS,4634,主板貿服組)32.21%股權競標至本月14日,市場揣測戰圍僅剩下4至5家財團。

其中包括丹斯里賽莫達財團、沙布拉集團與史格米海事(SCOMIMR,7045,主板貿服組),後兩者將與歐洲家郵政集團聯手。至於其餘2個單位料屬個人領導財團。

市場揣測領跑者為賽莫達領導的財團,後者已透露計劃利用大馬郵政廣泛網絡,來經銷多種業務與提供回教金融服務。

目前賽莫達控制國家稻米(BERNAS,6866,主板消費品組)、貿易風(TWS,4421,主板消費品組)與Muamalat回教銀行。

至於一度是希望競標者的國家股權公司(Ekuinas)與歐洲最大私募基金CVC資本夥伴組成財團相信已出局。

目前國庫控股仍拒絕發言。

國庫控股董事經理丹斯里阿茲曼莫達之前表示,競標單位至少51%股權須由大馬人持有,以符合“一個馬來西亞”概念,並有轉虧為盈或營運服務導向業務的良好紀錄。


星洲日報/財經‧2011.02.12

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发表于 2011-6-15 23:15 | 显示全部楼层
Scomi Marine calls off plans to sell 4 firms to subsidiary

KUALA LUMPUR: SCOMI MARINE BHD []’s unit has called off its plans to dispose of four marine logistics companies to its 80.54% owned PT. Rig Tenders Indonesia Tbk (PTRT) for 323.1 billion rupiah (RM538.3 million) in a group-related corporate exercise.

Scomi Marine said on Wednesday, June 15 the period to comply with the conditions under the standby purchase agreement had lapsed on March 31. It added that various conditions had also not been met.

To recap, the corporate exercise announced on Friday, Dec 17 would have involved its unit Scomi Marine Services Pte Ltd selling four companies to PTRT.

The four companies were CH Logistics Pte Ltd, CH Ship Management Pte Ltd, Grundtvig Marine Pte Ltd and Goldship Private Ltd to PTRT. The marine logistics companies own and operate 51 vessels, comprising 27 tugs and 24 flat top barges.

Under the exercise, PTRT had proposed to undertake a renounceable rights issue to partly fund the Disposal Consideration whereby Scomi Marine Services would undertake to renounce all of its entitlement to Portside Offshore Inc. and PT Revessel Indonesia.

Scomi Marine said on Wednesday that after due deliberation, its unit Scomi Marine Services (SMS), Portside and PTRT had entered into the deed of mutual termination, discharge and release to mutually terminate the agreement.

“Nevertheless, Scomi Marine will continue and endeavour to talk to other suitable strategic investor(s) to undertake similar proposals, in line with the group’s strategic plans,” it said.

http://www.theedgemalaysia.com/b ... -to-subsidiary.html

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发表于 2011-6-16 19:08 | 显示全部楼层
MY Market: Scomi Marine: Cancels decision to sell 4 companies - Avenue - 2011 年 6 月 16 日

Scomi Marine's unit, Scomi Marine Services Pte Ltd (SMS) has retracted its decision to dispose of 4 marine logistics companies to SMS' 80.54%-owned PT Rig Tenders Indonesia Tbk (PTRT) for IDR323.1bn (RM538.3m) in a group-related exercise. Scomi Marine told Bursa that the period to comply with conditions under the standby purchase agreement had lapsed on March 31, adding that various conditions had also not been met. To recap, the corporate exercise would have involved its unit SMS selling 4 companies to PTRT, namely CH Logistics Pte Ltd, CH Ship Management Pte Ltd, Grundtvig Marine Pte Ltd and Goldship Private Ltd.

https://baby.boom.com.hk/portfol ... mp;country=Malaysia

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发表于 2011-6-16 19:14 | 显示全部楼层
史格米海事5.38億售子公司取消
2011-06-16 13:50

(吉隆坡15日訊)史格米海事(SCOMIMR, 7045, 主板貿服組)宣佈,取消以3千231億印尼盾(約5億3千830萬令吉)脫售4家間接子公司予80.54%印尼子公司――PT Rig Tenders(PTRT)計劃。

該公司表示,基於遵守收購協議條款期限已經屆滿,加上多項要求未能達成,經過審慎考慮,子公司史格米海事服務、左玄離岸公司(Portside Off shore)和PTRT同意終止相關交易。

“儘管如此,史格米海事將繼續和努力與其他合適策略投資者進行洽商,以落實符合集團策略計劃的類似活動。”

史格米海事是在去年宣佈脫售包括CH物流私人有限公司、CH船務管理私人有限公司、Grundtvig海事私人有限公司和Goldship私人有限公司在內的4家子公司予PTRT,而PTRT將透過銀行貸款和發行附加股籌資展開收購。

不過,作為PTRT股東的史格米海事服務,不會認購這批附加股,將由左玄離岸公司收購和轉換這批附加股,以成為PTRT的大股東。(星洲日報/財經)

http://biz.sinchew-i.com/node/48515?tid=6

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发表于 2012-5-3 21:37 | 显示全部楼层
取消雇员认股 斯可米海事削资回退资本
財经 2012年5月3日

(吉隆坡3日讯)斯可米海事(SCOMIMR,7045,主板贸服股)建议通过取消雇员认股计划(ESOS),及削资与进行资本回退以全面抵销公司的累积亏损。

斯可米海事今日发文告宣布,该公司提出取消雇员认股计划议案,因为该期权目前未到价(out of money)。截至3月31日,共有2105万股雇员认股未除权,每股除权价为1.15令吉。然而,该公司截至今年5月2日的闭市价仅达0.395令吉。

同时,由于该公司要进行重组,所以无意进一步执行这项期权。

此外,该公司也建议將每股面值1令吉的股票,削减55仙,至每股45仙。之后,將进行削减溢价户口的计划。

据公司截至2011年12月31日股票溢价户口来看,该公司共有1亿2191万令吉。

在进行削减面值和溢价户口,以及取消雇员认股计划,该公司將持有接近5亿2507万令吉的资本,並通过3项方式使用该笔资本。

第一,將其中的1亿3560万令吉或每股0.185令吉的资本回退给股东。

第二,全面抵销公司所有的累积亏损。截至2011年12月31日,该公司的累积亏损为3亿6204万令吉。

第三,將剩余的资金充作抵销上述计划的费用。

该公司预计將在今年第三季完成这项计划。

http://www.orientaldaily.com.my/ ... 580:&Itemid=198

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发表于 2012-5-4 19:07 | 显示全部楼层
或設新公司取代上市 史葛米海事仍是大贏家

(吉隆坡4日訊)史葛米(SCOMI,7158,主要板工業)將在重組計劃下設新公司取代史葛米海事(SCOMIMR,7045,主要板貿易)上市地位,資本回退讓股東先嘗甜頭,計劃成敗后者都是贏家。

 肯納格證券研究分析師在報告中指出,史葛米計劃在近期宣佈的重組計劃下,將旗下業務精華轉移到新公司,並讓新公司取代史葛米海事現有上市地位。

至少回退18.5仙

 “史葛米海事將是這宗計劃中最大受益方,無論最終設新公司計劃是否成功,該公司股東至少會獲得每股18.5仙的資本回退。”

 分析師指出,史葛米集團旗下公司曾經在市場上“風靡一時”,但隨著公司接連宣佈令人失望的業績表現,已不再是投資者的寵兒。

 “不過,該集團將把旗下業務精華整合注入新公司上市,我們相信可重考慮投資這家公司股項。”

 報告指出,新公司設立前,史葛米集團將把旗下史葛米油田公司分拆為東部及西部,過后由新公司接手,以這些業務上市,並向現有股東獻售股權。

 分析師指出,若扣除資本回退的18.5仙,並以3日閉市價39仙計算,史葛米海事合理價格為每股66.5仙。

 史葛米海事受利好帶動,開市起2仙至41仙,至休市時保持上升勢頭,維持在41仙水平,半日交投249萬7400股;母股史葛米休市則報平盤26仙。

 閉市時,史葛米海事起2仙至41仙,成交量315萬2400股;史葛米則報26.5仙,起0.5仙。
http://www.chinapress.com.my/node/316168

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发表于 2012-5-4 22:23 | 显示全部楼层
重组计划大贏家 斯可米海事受关注

(吉隆坡4日讯)隨著斯可米海事(SCOMIMR,7045,主板贸服股)宣佈一系列重组计划,市场分析员预计,该公司2012財政年交出平淡的净利表现后,2013及2014財政年將取得显著增长,应能重新获得市场的关注。

在斯可米海事的重组计划下,斯可米集团的业务將会转移至一家新公司,而新公司將取代斯可米海事的上市地位。同时,斯可米海事建议进行一项总值1亿3560万令吉的资本回退活动。

在上述消息的带动下,斯可米海事週五受到市场的热烈追捧,股价盘中一度升高7.7%,至42仙,写下3月1日以来的盘中最大涨幅。

斯可米海事最终收报41仙,扬升5.13%或2仙,全天成交量为315万2400股。其母公司斯可米集团(SCOMI,7158,主板贸服股)的股价同样受激励,闭市时以26.5仙掛收,走高1.92%或0.5仙。

肯南嘉投行分析员表示,斯可米集团旗下的公司在2000年代中期曾经是市场上的「明星」股,因其油气业务的歷史以及有政治背景的股东而受到不少分析员的关注。不过,由于隨后多年的净利表现令人失望,斯可米集团开始淡出投资者的视线。

在2010和2011財政年,斯可米集团分別蒙受1.85亿令吉和2.64亿令吉的净亏损。斯可米海事也在这两年净亏2.04亿令吉及1.20亿令吉,而斯可米工程(SCOMIEN,7366,主板工业股)亦亏1.10亿令吉和7890万令吉。

儘管如此,分析员认为,隨著上述重组计划出炉后,市场应重新关注斯可米集团旗下的各家上市公司。

斯可米海事將是这项重组计划下的最大受惠者。该集团建议派发每股18.5仙现金,乃回馈斯可米海事股东的举动。「完成重组后,新公司將取代斯可米海事的上市地位,进而成为一家拥有较佳盈利素质的公司。目前,新公司的发出的股票数额及定价尚未確定。」

重组计划分5个阶段

与此同时,分析员指出,斯可米集团祭出的重组计划分为5个阶段来执行。第一,斯可米海事进行內部重组,脱售总值5700万美元的股权。该公司將把脱售所得其中的1亿3560万令吉或每股18.5仙,分派给所有股东。

第二,斯可米集团旗下的斯可米油田私人有限公司將分拆成两家公司,以地理位置,在东西半球各一家。

第三,斯可米集团將成立新公司,接管所有业务和取代斯可米海事的上市地位。

第四,新公司將收购斯可米油田的东半球业务。

第五,斯可米集团將把新公司的股票派发给现有股东。

无论如何,分析员称,即使重组计划最终无法顺利完成,斯可米海事股东仍然会获得上文提到的每股18.5仙现金。若不把这每股18.5仙现金计算在內,按斯可米海事目前的0.39令吉市价,其2012年本益比为9.8倍。

同时,分析员预测,斯可米海事2012財政年净利表现平平,达到2910万令吉,但2013和2014財政年净利料在承载量(升10%)和船只租金(升2%)带动下增长14%和12%。

http://www.orientaldaily.com.my/ ... 668:&Itemid=198

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发表于 2012-5-21 18:25 | 显示全部楼层
Financial Results
Reference No SM-120515-50425

Company Name
:
SCOMI MARINE BHD
Stock Name
:
SCOMIMR   
Date Announced
:
21/05/2012
Financial Year End
:
31/12/2012
Quarter
:
1
Quarterly report for the financial period ended
:
31/03/2012
The figures
:
have not been audited

Converted attachment :



Please attach the full Quarterly Report here:
SMB - Q1 2012 Results - Part 1.pdf
SMB - Q1 2012 Results - Part 2.pdf


Remark:




  • DEFAULT CURRENCY
  • OTHER CURRENCY



Currency
:
Malaysian Ringgit (MYR)

SUMMARY OF KEY FINANCIAL INFORMATION
31/03/2012

    INDIVIDUAL PERIOD
    CUMULATIVE PERIOD
      CURRENT YEAR QUARTER
      PRECEDING YEAR
      CORRESPONDING
      QUARTER
      CURRENT YEAR TO DATE
      PRECEDING YEAR
      CORRESPONDING
      PERIOD
        31/03/2012
        31/03/2011
        31/03/2012
        31/03/2011
          $$'000
          $$'000
          $$'000
          $$'000
          1Revenue
          90,811
          104,769
          90,811
          104,769
          2Profit/(loss) before tax
          18,322
          7,514
          18,322
          7,514
          3Profit/(loss) for the period
          17,027
          5,951
          17,027
          5,951
          4Profit/(loss) attributable to ordinary equity holders of the parent
          16,360
          5,881
          16,360
          5,881
          5Basic earnings/(loss) per share (Subunit)
          2.23
          0.80
          2.23
          0.80
          6Proposed/Declared dividend per share (Subunit)
          0.00
          0.00
          0.00
          0.00








          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 ($$)
          0.7200
          0.7200

          Remarks :


          Definition of Subunit:
          In a currency system, there is usually a main unit (base) and subunit that is a fraction amount of the main unit.
          Example for the subunit as follows:

          Country Base Unit Subunit
          Malaysia Ringgit Sen
          United States Dollar Cent
          United Kingdom Pound Pence

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          x 470
          发表于 2012-8-28 09:58 | 显示全部楼层
          史格米海事次季恐遜色
          熱股評析  2012-08-24 19:01

          (吉隆坡24日訊)史格米海事(SCOMIMR,7045,主板貿服組)將公佈的第二季財報恐較首季遜色,但分析員相信全年淨利目標仍可期待,看好股價雖歷經一番漲潮,仍有望從重組計劃進行式中攫取能量,潛存進一步成長可能。

          肯納格研究表示,史格米海事將在8月29日公佈第二季業績,預計次季表現將遜於首季的1千640萬令吉,但預見全年2千910萬令吉淨利目標有望達標。

          同時,肯納格研究說,史格米海事股價表現良好,從5月杪的39仙走揚至8月3日的54仙一年新高,但縱然股價漲勢已高,現有股價仍為投資者提供誘人的進場水平。

          “目前,我們估計在重組計劃完成後,史格米海事股價估值為65.5仙,即較現有股價潛存32%上漲空間。"

          史格米集團的重組共分5個步驟,首先是在內部重組下,史格米海事脫售5千700萬美元的股票,所獲得的資金將用作派發1億3千500萬令吉現金或每股18.5仙。

          第二步是史格米集團旗下的史格米油田將分拆為東半球和西半球公司;第三步是設立一家新公司以接管史格米海事的業務和上市地位,第四步是該新公司收購史格米油田的東半球業務,以及最後是史格米集團獻售新公司的股票給股東。

          肯納格研究指出,資本回退18.5仙將在本月29日完成,而第二至第四步驟也緊湊進行,預計整個計劃需時3個月完成。

          史格米海事在7月杪公佈,分別以10億2千萬、671萬和76萬9千令吉收購史格米油田(Scomi Oilfield)及史格米索斯馬(Scomi Sosma)和史格米KMC48%股權。

          史格米海事將通過發行16億1千萬股新股,每股價格為47仙,以及史格米油田的其他應收賬款,作為收購史格米油田的代價。

          肯納格研究認為,史格米海事分別以2011財政年23倍和6.8倍本益比價位收購史格米油田及史格米索斯馬,而史格米KMC獻購價相等於淨資產值的48%,整體出價合理,特別是史格米油田現已屬於世界級企業。

          “根據2011財政年表現作為預估,我們相信史格米海事淨利將從2千800萬擴大至6千550萬令吉,而市值有望達到7億2千600萬令吉,較預期的6億4千萬至7億1千萬高。"(星洲日報/財經)

          http://biz.sinchew-i.com/node/64340?tid=18

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          x 18
          发表于 2012-8-31 23:46 | 显示全部楼层
          史格米海事净利飙

          史格米旗下子公司———史格米海事(ScomiMr,7045,主板贸服股)次季净利则飙升69.49%至893万7000令吉,上财年同期为527万3000令吉。营业额也从上财年同期的8989万3000令吉,增5.49%至9782万6000令吉。史格米海事上半年净利和营业额分别录得2529万6000令吉和1亿8863万7000令吉。次季和上半年每股盈利分别达1.22仙和3.45仙。

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          x 0
          发表于 2012-9-11 10:33 | 显示全部楼层
          史格米油田貢獻顯著‧史格米海事2013年盈利或倍增 2012-09-10 19:02


          (吉隆坡10日訊)史格米海事(SCOMIMR,7045,主板貿服組)下半年表現雖可能疲弱,但史格米油田(SOL)卻有望成為明年業務成長主力,帶動2013財政年盈利倍增至1億2千萬令吉。

          因精簡業務和終止僱員認購計劃帶來540萬令吉的特別費用,史格米海事次季淨利按季跌45%到890萬令吉,管理層坦言,印尼船務費受挫和煤炭量走低將拖累下半年表現。

          儘管如此,黃氏唯高達看好該公司在年杪完成收購史格米油田的計劃,估計史格米油田在鑽液和鑽油管理服務需求持續強勁下表現可期。

          該行預見,史格米海事在2012財政年取得4千500萬令吉淨利,明年料因史格米油田,按年增高達167%至1億2千萬令吉。

          史格米油田目前訂單達10億令吉,未進賬競標達15億美元,令合約動力強勁,而將在年杪獲頒的油田風險服務合約也可能是催化劑。

          黃氏唯高達也相信,油氣服務是史格米海事未來盈利主力,海洋工程船(OSV)和油田服務估計佔2013財政年營業額多達77%,今年油氣資本開銷走高11%,也為該公司帶來更多油田服務的商機。

          該行予該公司合理價43仙,意味潛在升幅達41%。該行認為,該股現僅以2012財政年每股盈利5倍交易,為大馬油氣股中最廉宜的股項。(星洲日報/財經)
          http://biz.sinchew-i.com/node/65013

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          发表于 2012-10-2 01:37 | 显示全部楼层
          after scomi group, scomimr will become hotspot

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          x 2
          发表于 2012-10-2 16:43 | 显示全部楼层
          史格米海事获印尼1.2亿合约

          财经新闻
          财经
            2012-10-02 08:30



          (吉隆坡1日讯)史格米海事(ScomiMr,7045,主板贸服股)将为印尼Pertamina公司提供3艘岸外支援船,总值1亿2000万令吉。

          史格米海事宣布,透过子公司PT RigTenders公司获得上述合约。

          合约中所提及的三艘船分别为居住驳船、工作船和油田三用工作船,为期2年。

          史格米海事总裁穆克尼占马末表示,公司在印尼耕耘多年,合约证明公司生产的船只品质以及岸外支援船的管理能力。

          Pertamina尚需经过相关监管单位的批准,史格米海事预计这项合约将在未来几周启动。

          “东南亚地区将是史格米海事的主要增长区域,马印的海事服务领域是潜在拓展区域。”

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          x 2
          发表于 2012-11-30 17:40 | 显示全部楼层
          Quarterly rpt on consolidated results for the financial period ended 30/9/2012
          SCOMI MARINE BHD

          Financial Year End31/12/2012
          Quarter3
          Quarterly report for the financial period ended30/09/2012
          The figureshave not been audited
          Attachments

          SMB - Q3 2012 Results - Part 1.pdf
          184 KB

          SMB - Q3 2012 Results - Part 2.pdf
          399 KB


          • Default Currency
          • Other Currency

          Currency: Malaysian Ringgit (MYR)
          SUMMARY OF KEY FINANCIAL INFORMATION
          30/09/2012
          [tr][/tr]
          INDIVIDUAL PERIOD
          CUMULATIVE PERIOD
          CURRENT YEAR QUARTER
          PRECEDING YEAR
          CORRESPONDING
          QUARTER
          CURRENT YEAR TO DATE
          PRECEDING YEAR
          CORRESPONDING
          PERIOD
          30/09/2012
          30/09/2011
          30/09/2012
          30/09/2011
          $$'000
          $$'000
          $$'000
          $$'000
          1Revenue
          49,531
          87,961
          238,168
          282,622
          2Profit/(loss) before tax
          2,275
          8,758
          32,848
          22,533
          3Profit/(loss) for the period
          761
          7,574
          28,268
          18,259
          4Profit/(loss) attributable to ordinary equity holders of the parent
          -646
          7,307
          24,652
          18,960
          5Basic earnings/(loss) per share (Subunit)
          -0.09
          1.07
          3.36
          2.59
          6Proposed/Declared dividend per share (Subunit)
          0.00
          0.00
          0.00
          0.00

          x 0 我要送花

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