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: Johnny88

[公司专区] 7045 SCOMIES 史格米海事

  [复制链接]
x 121
发表于 2013-7-21 23:12 | 显示全部楼层
强 ! 未来有50亿的订单支持,绝对值得期待。

x 0 我要送花

x 1
发表于 2013-7-24 14:10 | 显示全部楼层
回复 57# davidkkw


    今天进了一点,接下来几天不懂是福还是祸。。

x 0 我要送花

x 162
发表于 2013-7-29 14:33 | 显示全部楼层
股海宝藏:史格米能源服务浴火重生 2013-07-29 14:00


在被倒置收购前,史格米能源服务(SCOMIES,7045,主板贸服股)只是专注在海事服务,特别是在印尼的煤炭运输。

它拥有72艘拖船和驳船以及11艘岸外支援船只。

在2013年3月完成收购Scomi Oilfield东半球业务之后,史格米能源服务转型为钻井液和钻井废物管理供应商。

目前,史格米集团拥有史格米能源服务的66%股权,而史格米能源服务在大马的钻井液和钻井废物管理领域,市占率有50%,也在海外例如土库曼和印尼有立足点。

根据资料,Scomi Oilfield在全球的钻井液和钻井废物管理领域,分别占有3.7%以及12%的市占率。

史格米能源服务主要涉及三个业务:(i)钻井液和钻井废物管理,这通过Scomi Oilfield进行、(ii)在印尼运输煤炭,以及(iii)岸外支援船只。

钻井液和钻井废物管理,预料将在2014/15财政年贡献最多营收(约83%)及税前盈利(约77%)。

史格米能源服务的产品和服务,是油气领域在堪探、钻井和发展钻井阶段都必须用到。

所以,钻井的活动越多对该公司越有利。

政府致力于增加油气产量,意味着将需要更多钻井液和钻井废物管理服务,这对史格米能源服务有利。

根据Douglas-Westwood Ltd的市场研究报告,Scomi Oilfield占全球钻井液市场3.7%份额,而全球三家最大的业者,分别为Schlumberger、Halliburton和BakerHughes,他们占70%的市场。

竞标国内外合约

在本地,Scomi Oilfield没有直接的竞争者,为了提升竞标能力,Scomi Oilfield已与国际和本地业者签署伙伴协议,以竞标国内和国际市场的合约。

虽然Scomi Oilfield在21个国家活动,但是订单有67%是来大马,而且国油公司贡献当中的54%。

目前,总值50亿令吉的钻井合约,将提供未来3年的盈利基础。

两大业务

海事能源服务活动可以分为两大类,即海事后勤以及岸外支持服务。

这两大业务主要是由整合在雅加达上市公司PTRig Tenders Indonesia Tbk的旗下。

●海事后勤这是史格米能源服务最初的业务,主要是在印尼加里曼丹运输煤炭。不过,这业务近年来表现不佳,主要受到煤炭价格疲弱以及运费低迷等因素拖累。

●岸外支援服务这业务提供岸外支援服务船只的租船服务。该公司目前拥有11艘船只岸外支援服务船只(6艘多用途船、3艘操锚处理和供应拖船,以及2艘可住宿驳船)。这些船只大部份都在国际海域,只有两艘留在大马海域。

股价低迷买入良机

目前股价低迷,为投资者提供了买入良机。截至5月13日止,史格米能源服务拥有50亿令吉的合约,当中有60%合约是在大马,其余的来自土库曼、印尼、俄罗斯和其他等地。这相等于丰隆投银对该公司2014/15财年营收预测的3.7倍,以及提供营收的能见度直到2017年为止。

该公司竞标4亿令吉的合约,可在2013年底将公司的订单数额,提升到54亿令吉的水平。此外,它也将在今年底竞标国油、蚬壳和埃克森美孚在美国总值3亿美元(约9亿令吉)的钻井合约。

最近,另一项庞大的合约将会是来自汶莱的钻井合约,这合约预料会在明年上半年发出,涉及14个钻井,总值3亿美元。

近期料获合约评级上修

史格米能源服务目前是在2015年财政年14倍水平本益比(整体行业为16倍)交易,而且它于2014至2016财政年的盈利,预料可取得33%的年复合增长率。

这意味着它的本益比/成长率比值为0.3倍(整体行业为0.5倍)。

再加上,它可能会在近期内获得合约,这将使得它获得市场的上修。

免责声明

本文分析仅供参考,并非推荐购买或脱售。投资前请咨询专业金融师。

x 0 我要送花

x 16
发表于 2013-10-20 23:31 | 显示全部楼层
scomies星期五的量怎么突然飞起来了? 有消息要公布了吗?

x 0 我要送花

x 46486
发表于 2013-10-21 10:26 | 显示全部楼层
Trading Stocks - 21 October 2013 - Globetronics | Rexit | Pantech | Pelikan | Tanjung | Scomi Energy
Author: kiasutrader   |   Publish date: Mon, 21 Oct 09:53  

Scomi Energy  should  rise  after  holding  getting back  above the  100-day  MAV  line.  A  position  can  be  initiated  if  the  stock  stays  above MYR0.725  today,  with  a  close  below  MYR0.70  as  a  stop-loss.  The price  target  is  at  MYR0.90,  if  the  MYR0.85  resistance  is  broken. However,  if  the  stock  fails  to  stay  above  MYR0.725,  it  will  likely trade sideways, while the downside risk will increase if the MYR0.67 support level is broken

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 46486
发表于 2013-10-28 14:23 | 显示全部楼层
史格米能源次季業績料符合預期
2013-10-28 13:57
(吉隆坡28日訊)史格米能源(SCOMIES,7045,主板貿服組)忙於執行51億令吉訂單,其中來自國油合約的7億美元合約才起步,前景非常亮麗可期,豐隆研究預期11月中公佈的第二季業績符合預期,是受看好的首選鑽井領域股項。
分析員說,史格米能源有望在51億令吉訂單下再增4億令吉訂單,放眼東南亞與土庫曼斯坦的10億令吉訂單,短期內攫取緬甸4千萬令吉鑽井液化訂單看來希望光明。(星洲網)

x 0 我要送花

x 46486
发表于 2013-10-29 17:24 | 显示全部楼层
手持51億合約‧史格米能源前景亮眼2013-10-29 17:13





(吉隆坡29日訊)史格米能源(SCOMIES,7045,主板貿服組)忙於執行51億令吉訂單,其中來自國油的7億美元合約才起步,前景非常亮麗可期,豐隆研究預期11月中公佈的第二季業績符合預期,是受看好的首選鑽井領域股項。

分析員說,史格米能源有望在51億令吉訂單下再增4億令吉訂單,放眼東南亞與土庫曼斯坦的10億令吉訂單,短期內攫取緬甸4千萬令吉鑽井液化訂單看來希望光明。

豐隆說,51億令吉訂單將可忙碌未來3年,有望再添25億令吉訂單。

“公司正競標第三輪小油田風險服務合約(RSC),很大可能可脫穎而出;若獲邊際油田,可望把目標價,提高至1令吉零2仙至1令吉14仙左右。”

在岸外支援船(OSV)方面,公司計劃建3艘工作住宿船(相比以往2艘),主要是需求增加。其中兩艘由韓國造船廠鑄造,2014年下半年交貨,另一艘2015年首季交貨。新的船艇料可獲更高租金,租金由達2萬3千至2萬5千美元,前期為2萬1千美元。

分析員認為其鑽井廢料處理業務(DWM)是長期成長的主要推手,因法令逐漸邁向規定零廢物排放至里海與北海。

豐隆研究也說,合順(UMW,4588,主板消費品組)油氣的首次公開發股,有望重估鑽井平台為主導的油氣股,預測合順油氣(UMW-OG)2014財政年本益比為20倍。

維持史格米能源“買進”評級,按2015財政年本益比16倍計,目標價90仙不變。(星洲日報/財經‧報道:張啟華)

x 0 我要送花

x 1
发表于 2013-11-6 14:47 | 显示全部楼层
50亿订单已经在执行,怎么最近的股价在下跌呢?是庄家在洗盘吗?

x 0 我要送花

x 46486
发表于 2013-11-18 18:49 | 显示全部楼层
7045    SCOMIES    SCOMI ENERGY SERVICES BHD
Quarterly rpt on consolidated results for the financial period ended 30/9/2013
Quarter:2nd Quarter
Financial Year End:31/03/2014
Report Status:Unaudited
Submitted By:Mukhnizam bin Mahmud
Current Year QuarterPreceding Year Corresponding QuarterCurrent Year to DatePreceding Year Corresponding Period
30/09/201330/09/201230/09/201330/09/2012
RM '000RM '000RM '000RM '000
1Revenue330,3680651,2380
2Profit/Loss Before Tax31,033064,9840
3Profit/Loss After Tax and Minority Interest23,516048,3860
4Net Profit/Loss For The Period25,069048,5920
5Basic Earnings/Loss Per Shares (sen)1.070.002.080.00
6Dividend Per Share (sen)0.000.000.000.00
As At End of Current QuarterAs At Preceding Financial Year End
7Net Tangible Assets Per Share (RM) 0.27000.2400
Remarks:
N/A

18/11/2013   06:48 PM


Ref Code: 20131118FA00341

x 0 我要送花

x 46486
发表于 2013-11-18 18:57 | 显示全部楼层
PUBLIC SHAREHOLDINGS SPREAD
SCOMI ENERGY SERVICES BHD

TypeAnnouncement
SubjectPUBLIC SHAREHOLDINGS SPREAD
DescriptionSCOMI ENERGY SERVICES BHD (FORMERLY KNOWN AS SCOMI MARINE BHD) (“SESB” OR “COMPANY”)
- PUBLIC SHAREHOLDING SPREAD



We refer to the announcements dated 14 March 2013, 18 March 2013, 11 September 2013 and 30 September 2013 in relation to the public shareholding spread of SESB.


The Board of Directors of SESB wishes to announce that as at 18 November 2013, SESB has yet to comply with the public shareholding spread requirement pursuant to paragraph 8.02(1) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad (“Bursa Securities”) (“Public Shareholding Spread Requirement”). As at 30 September 2013, being the latest practicable date prior to the date of this announcement (“LPD”), SESB’s public shareholding spread is 20.67%.


In this respect, SESB has been in contact with its substantial shareholder who intends to place out a portion of its shareholdings in SESB through a secondary placement, taking into consideration the market conditions and sentiment as well as the performance of SESB shares, which would enable SESB to meet the Public Shareholding Spread Requirement. SESB and the said substantial shareholder target to complete this secondary placement by or before 11 March 2014.


Bursa Securities had, vide its letter dated 26 September 2013, granted its approval for an extension of time of 6 months from 12 September 2013 until 11 March 2014 for SESB to comply with the Public Shareholding Spread Requirement.

This announcement is dated 18 November 2013.








Announcement Info
Company NameSCOMI ENERGY SERVICES BHD  
Stock Name SCOMIES   
Date Announced18 Nov 2013
CategoryGeneral Announcement
Reference NoSE-131118-778F2

x 0 我要送花

x 46486
发表于 2013-11-20 09:37 | 显示全部楼层
Scomi Energy - When Small is Big!!
Author: kltrader   |   Publish date: Wed, 20 Nov 08:46  

        Highlights
        Scomi Energy (SES)’s 2QFY14 analyst briefing was hosted by Shah Hakim Zain, Group CEO and attended by around 10 fund managers and analysts. As guided in previous quarter, gross margin fell from 26% in 1QFY14 to 23% in 2QFY14 due to initial ramp up cost for projects which have yet to register any contribution. Drilling revenue in Malaysia has slow down due to delay in commencing some of the drilling programme and higher mix of lower margin products, however the shortfall has offset by strong regional drilling activities such as Indonesia, Thailand, Russia and West Africa. Outlook for Marine Services remain sluggish due to: i) less coal tonnage carries due to dispute between customer Arutmin and its mining contractor as well as low coal prices; and ii) lower OSVs revenue due to vessels in between projects and off-hire for maintenance.
        The company continue to expand its product range into high margin drilling fluid, completion services, sub-surface studies and wireline services via partnership. We are also surprised that SES has secured US$123m worth of oilfield contract in 2QFY13 alone. Despite its already huge existing orderbook of RM5.2bn (~3.8x FY14 revenue) as of Sept 2013, the company is looking to secure another US$150m contract in the current financial year.        Comments
        We came away from the briefing more positive given the strong orderbook and earnings growth going forward. The company is also involved in the bidding for the 3rd round of RSC. We gather from management that the prospect look promising. We conservatively do not include the potential award in our forecasts. A potential marginal field win will conservatively raise our TP range to between RM1.02 and RM1.14 based on 0-50% debt to equity ratio funded (vs. norm of 70% debt to equity ratio).
        DWM will be the main booster for long term growth as legislation is trending towards zero discharge as adopted in Caspian and North Sea. We understand that the company is in the vanguard of the development of Microwave technology for the treatment of oil contaminated drill cuttings. The commercialization of this product in 2014 might be the game changer and new growth driver for the company.
        SES is trading at 13x CY 14 P/E versus UMW Oil and Gas at 24x CY 14 P/E. We expect high UMW O&G valuation driving up the P/E multiple of drilling related stocks such as SES.        Forecasts
        We raised our FY14 earnings by 9% to RM96m as the margin compression on oilfield services due to initial ramp up cost for project is less than what we expected. We maintain our FY15-FY16 earnings forecasts.        Catalysts
  •                 Potential to secure RM400m worth of contracts on top of its already huge orderbook of RM5.2bn.
  •                 Contract win in DWM business given the potential addressable market size of US$2.1bn.
  •                 A marginal field contract win.
        Risks
        Global recession hitting O&G price; Technology advancement; Relaxing of drilling waste management regulations.        Valuation
        We maintained our BUY call with an unchanged TP of RM0.90 (based on unchanged 16x FY03/15 EPS of 5.6sen/share).
        Source: Hong Leong Investment Bank Research - 20 Nov 2013

x 0 我要送花

x 5
发表于 2013-12-6 21:29 | 显示全部楼层
斯可米能源发3亿担保债券


吉隆坡6日讯)斯可米能源(SCOMIES,7045,主板贸服股)发文告表示,旗下间接子公司KMCOB资本公司在今天发售为期5年总值3亿令吉的担保债券。

文告指出,发售以上债券所筹获的资金將用来再融资现有的Murabahah伊斯兰债券。因此,该公司表示,现有的Murabahah伊斯兰债券已在今天全数支付与赎回。

该项总值3亿令吉的债券是由国家担保基金(Danajamin Nasional)联同华侨银行(OCBC Bank)、大马渣打银行(Standard Chartered Bank Malaysia)和丰隆投资银行担保。

大马债券评估机构给予该债券AAA(FG)评级。
[東方日報]

x 0 我要送花

x 46486
发表于 2013-12-10 11:56 | 显示全部楼层
史格米能源获3亿融资  2013-12-10 11:44



(吉隆坡9日讯)史格米能源服务(SCOMIES,7045,主板贸服股)独资子公司———史格米油田有限公司,通过旗下特别用途公司KMCOB资本获总值高达3亿令吉的5年担保债券。

根据国家金融担保机构(Danajamin)的文告,上述担保债券获该机构、大马华侨银行、大马渣打银行及丰隆投资银行担保,并已发行与获得全面认购。

上述3家银行也是该交易的联合主理顾问、联合主理银行以及联合主理商。

KMCOB资本将以上述资金赎回现有的回教中期票据。

x 0 我要送花

x 5
发表于 2013-12-12 22:15 | 显示全部楼层
買進劵商心頭好.獨家產品可助提高賺幅 史葛米能源握52億訂單


史葛米能源(SCOMIES,7045,主要板貿易)早前與英國上市公司Graphene NanoChem簽署一項獨家產品製造方式與營銷協議,預計這項合作可擴大前者在油氣鑽井液市場足跡,提高公司產品組合賺幅。

 根據這項合約,Graphene NanoChem將提供油田化工市場鑽孔工具系列的製造方式,該公司指出,這些以石墨烯為材料的鑽孔工具可增強性能,以及有減少對環境影響等好處。

 我們預計這次的合作,除了可擴大史葛米能源在油氣鑽井液市場足跡,也可提高產品組合的賺幅。透過合作夥伴,史葛米能源也會持續擴大產品項目,至其他高賺幅的產品和服務。

 史葛米能源也參與了第3階段的小油田風險服務合約(RSC),公司管理層認為未來前景相當不錯。

 鑽井廢物管理依然是長期成長動力,該公司在Microwave技術也有不錯的發展,該產品料可在明年商業化,這可能改變整個行業,以及成為公司新的驅動力。

 儘管史葛米能源目前已有52億令吉訂單,但公司仍有可能再添4億令吉合約,該公司也可在鑽井廢物管理市場中,獲得一些合約。

 我們維持“買入”評級,目標價90仙。

 史葛米能源週四(12日)閉市價為73仙,起1仙,成交量68萬200股。
[中国报]

x 0 我要送花

x 5
发表于 2013-12-15 09:46 | 显示全部楼层
与NanoChem合作实力增强 史格米能源服务赚幅看俏


(吉隆坡14日讯)分析员认为,史格米能源服务(SCOMIES,7045,主板贸服股)与Graphene NanoChem合作,可加强公司在钻井液市场的地位,并改善赚幅。

史格米能源服务近期与英国创业板(AIM)上市公司Graphene NanoChem,签署独家产品配方与行销合约,为油田化学市场提供PlatDrill系列产品。

Graphene NanoChem使用可再生资源(包括肥料)生产专用化学品和先进纳米材料,在森那旺和拿笃有两座厂房。

随着赚幅较高的产品类别增加,丰隆投行研究分析员预测,史格米能源服务可加强在钻井液市场地位,并改善赚幅。

公司会持续透过合作伙伴方式,拓展产品与服务,增设高赚幅钻井液产品及其他服务。

分析员说,史格米能源服务已进驻超过25个国家,随着双方签署合约,NanoChem的PlatDrill产品,可借此推出至更多市场。

竞标风险分散合约

另一方面,公司也竞标第3轮的风险分散合约(RSC)。根据管理层,风险分散合约的前景可观。

分析员说:“虽然我们并未把可能赢得合约纳入业绩预估,但如果赢得小型油田的合约,我们可能把目标价格,上调到1.02至1.14令吉的水平。”

分析员认为,随着监管趋势倾向里海和北部海域采纳“零排放”政策,钻井废料管理料是推动公司长期增长的要素。

分析员维持买入”级,目标价90仙。
【南洋网】

x 0 我要送花

x 46486
发表于 2013-12-20 18:31 | 显示全部楼层
OTHERS SCOMI ENERGY SERVICES BHD (FORMERLY KNOWN AS SCOMI MARINE BHD) (“SESB” OR “COMPANY”) ACQUISITION OF SUBSIDIARY COMPANY, SCOMI D & P SDN BHD
SCOMI ENERGY SERVICES BHD

TypeAnnouncement
SubjectOTHERS
DescriptionSCOMI ENERGY SERVICES BHD (FORMERLY KNOWN AS SCOMI MARINE BHD) (“SESB” OR “COMPANY”)

ACQUISITION OF SUBSIDIARY COMPANY, SCOMI D & P SDN BHD

The Board of Directors of Scomi Energy Services Bhd (formerly known as Scomi Marine Bhd) ("SESB" or "the Company") wishes to announce that the Company had on 20 December 2013 acquired 2 ordinary shares of RM1.00 each, representing the entire issued and paid-up share capital in Scomi D & P Sdn Bhd (Company No. 1019876-U) ("Scomi D & P”), for a cash consideration of RM2.00.


Scomi D & P was incorporated on 8 October 2012 as a private company limited by shares under the Companies Act, 1965. Scomi D & P has an authorised share capital of RM100,000 divided into 100,000 ordinary shares of RM1.00 each, of which 2 ordinary shares are issued and fully paid-up. Scomi D & P will be principally involved in the provision of turnkey services for marine and oil and gas industry.


None of the Directors and/or Substantial Shareholders of the Company and/or persons connected with such Directors or Substantial Shareholders has any interest, direct or indirect, in the above acquisition, except common directorship that Mr Shah Hakim @ Shahzanim bin Zain and Madam Loong Chun Nee who are directors of Scomi D & P Sdn Bhd are also a director and an alternate director of SESB respectively.


This announcement is dated 20 December 2013.






Announcement Info
Company NameSCOMI ENERGY SERVICES BHD  
Stock Name SCOMIES   
Date Announced20 Dec 2013
CategoryGeneral Announcement
Reference NoSE-131220-8AA36

x 0 我要送花

x 46486
发表于 2014-1-4 12:18 | 显示全部楼层
传史格米能源获16.8 亿合约  2014-01-04 11:27




(八打灵再也3日讯)消息透露,史格米能源服务(SCOMIES,7045,主板贸服股)和澳洲合作伙伴———Octanex,即将获得国家石油(Petronas)颁发总值约5亿1000万令吉(约16亿8300万令吉)的小型油田发展合约。
《星报》引述知情匿名人士指出,上述合约是国油第3轮的风险分散合约(RSC)下的10个小型油田之一,该合约已在最后准备阶段,料会在本月发出该合约给史格米能源服务和Octanex。
“在这份合约下,史格米能源服务、Octanex,以及国油勘探旗下单位———Vestigo石油私人有限公,将分别拥有上述合约的30%、50%和20%”
上述油田位于登嘉楼,估计石油蕴藏量达510万桶。
“该小型油田的发展成本介于1亿3000万美元(约3亿9000万令吉)至2亿令吉(约6亿6000万令吉)。”
若史格米能源服务成功获得上述合约,这将成为该公司首份获得的风险分散合约。
国油在2011年开始推行风险分散合约计划,并在该计划下,列出25个有待发展的小型油田。

【南洋网】

x 0 我要送花

x 162
发表于 2014-1-9 12:12 | 显示全部楼层
Scomi Energy - Small is Beautiful!!

Author: kltrader   |   Publish date: Thu, 9 Jan 10:05


[size=12.222222328186035px]News
Scomi Energy has been awarded two contracts in Myanmar worth a combined RM90m by Petronas.
The contracts are from Petronas Carigali Myanmar Inc (PCMI) and Petronas Carigali (Hong Kongt) Ltd (PCML) for the provision of drilling fluids, solid control, well bore cleanout, drilling waste management equipment, materials and services.
The contracts duration are for a period of three years. PCML’s work commenced in Dec 13 while PCMI’s job is expected to begin in July 14.Comments
We are positive on the award as the company continue to secure contracts despite its already huge orderbook. With the contract win, orderbook will surged to RM5.1bn.
The company is also involved in the bidding for the 3rd round of RSC. We gather from management that the prospect look promising. We conservatively do not include the potential award in our forecasts. A potential marginal field win will raise SES’s earnings by 23% based on our estimate.
DWM will be the main booster for long term growth as legislation is trending towards zero discharge as adopted in Caspian and North Sea. We understand that the company is in the vanguard of the development of Microwave technology for the treatment of oil contaminated drill cuttings. The commercialization of this product in 2014 might be the game changer and new growth driver for the company.
SES is trading at 13x CY 15 P/E versus UMW Oil and Gas at 20x CY 15 P/E. We expect high UMW O&G valuation driving up the P/E multiple of drilling related stocks such as SES.Forecasts
Unchanged as the contract win already factored in our earnings forecast.Catalysts
  • Potential to secure RM400m worth of contracts on top of its already huge orderbook of RM5.1bn.
  • Contract win in DWM business given the potential addressable market size of US$2.1bn.
  • A marginal field contract win.
Risks
Global recession hitting O&G price; Technology advancement; Relaxing of drilling waste management regulations.Valuation
We maintained our BUY call with a TP raised from of RM0.90 to RM1.02 after we rolled forward valuation to CY15 (based on unchanged 16x CY15 EPS of 6.4sen/share).
Source: Hong Leong Investment Bank Research - 9 Jan 2014

x 0 我要送花

x 5
发表于 2014-1-9 18:19 | 显示全部楼层
史格米能源有望雙位數增長


(吉隆坡9日訊)史格米能源(SCOMIES,7045,主板貿服組)獲國家石油頒發2項總值9千萬令吉緬甸合約,合約分別來自緬甸國油探勘(PCMI)及香港國油探勘(PCML),以提供鑽井液化、固体控制、油井清潔、鑽井廢料處理器材、物料及服務。



該合約為期3年,香港國油探勘合約從去年12月開始,緬甸國油探勘從今年7月開始。

受獲取新合約正面消息激勵,該股週四(9日)閉市以87.5仙最高掛收,全日上揚4.8%或4仙。

分析
有機會再奪4億新合約

豐隆研究看好這項合約的貢獻,並預料有機會再攫取4億令吉新合約,在新合約及新科技管理技術雙面貢獻之下,史格米能源盈利將取得雙位數增長。

目前這兩項新合約已提昇史格米能源訂單至51億令吉。

同時,該公司也已經參與競標第三輪小油田風險服務合約(RSC),管理層看好前景,而豐隆也認為史格米能源很大可能性脫穎而出,一旦獲邊際油田合約,估計可帶動盈利增長23%。

豐隆預計鑽井廢料處理業務(DWM)將是史格米能源長期成長的主要推手,因法令逐漸邁向規定零廢物排放至里海與北海。

預計鑽井廢料處理業務的市場值達21億美元,史格米能源有機會攫取部份合約。

該公司已經在開發微波(Microwave)技術,已成為以這技術處理受石油污染鑽井切口的先鋒,一旦產品於2014年面市,料帶來新成長動力。

史格米能源目前的本益比為13倍,比較同儕合順油氣(UMWOG,5243,主板貿服組)本益比為20倍;豐隆看好合順油氣的高估值有助帶動其他油氣股,比如史格米能源。

不過由於新合約已納入財測,豐隆研究維持財測不變;評級為“買進”,目標價從90仙調升至1令吉零2仙。(星洲日報/財經‧報道:郭曉芳)

x 0 我要送花

x 5
发表于 2014-1-9 21:36 | 显示全部楼层
获新合约前景看好 斯可米能源股价冲高


(吉隆坡9日讯)隨著斯可米能源(SCOMIES,7045,主板贸服股)获得国油公司颁发2项总值9000万令吉的油气合约,合约订单已达51亿令吉,而且有望再取得额外总值4亿令吉的合约,分析员因此持续看好该公司的净利前景。

在上述利好消息的激励下,斯可米能源股价今天盘中升至0.875令吉,写下去年7月23日以来的最高纪录,终场亦以0.875令吉掛收,全天涨了4.5仙或5.42%,成交量是814万1900股。

斯可米能源8日(周三)宣佈,在缅甸获得由国油公司颁发的2项油气合约,总值9000万令吉。国油公司是通过2家子公司颁出钻井、油井清理及油井废料管理装备等相关服务。

丰隆研究分析员对此表示,他正面看待上述合约颁发,即使斯可米能源目前已经取得庞大的油气合约订单,但仍持续爭取更多合约。

隨著上述新合约到手后,该公司的合约订单总值已升至51亿令吉。

与此同时,该分析员披露,斯可米能源有份参与竞標第3轮的风险承担合约(RSC),公司高层对於得標前景看俏。

但分析员强调,「我们还未將斯可米能源可能获得的潜在合约计算在净利预测內。若它们標得一项边际油田,我们会將其净利预测上修23%。」

另一方面,分析员指出,钻井废料处理业务(DWM)將是斯可米能源寻求长期成长的业务,据了解,该公司正在研发一项名为「微波」的科技来处理石油污染。

「我们相信这项產品今年被商业化之后,將成为斯可米能源推动未来成长的支撑点。」

在估值方面,分析员说,斯可米能源2015年的本益比估计是15倍,低於合顺油气(UMWOG,5243,主板贸服股)的20倍。

合顺油气的偏高估值料拉高其他诸如斯可米能源般的钻油股估值。

因此,分析员维持斯可米能源「买进」评级,目標价从0.90令吉,上修至1.02令吉。
http://www.orientaldaily.com.my/ ... 991:&Itemid=198

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