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[公司专区] 7045 SCOMIES 史格米海事

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发表于 2014-2-17 08:44 | 显示全部楼层
11.48%股权场外易手 传郭令灿入股史格米能源  2014-02-16 08:57
  



(吉隆坡15日讯)史格米能源服务(SCOMIES)周五有一笔11.48%的股权通过场外易手,传丹斯里郭令灿是幕后买家,崛起成为第二大股东。

根据马交所数据显示,这笔共2亿6879万股,相等于11.48%股权,是在周五以每股76.5仙或总值2亿560万令吉,在场外交易。

有消息称,郭令灿是这笔股权的买家,而卖家则可能是渣打私募基金。

周五闭市,史格米能源服务以99.5仙亮丽挂收,涨11仙,总成交量达2528万1600股。

假如上述消息属实,郭令灿将崛起为史格米能源服务的第二大股东,仅次于持有65.64%股权的最大股东史格米(SCOMI,7158,主板贸服股)。

《The Edge》财经周刊引述消息指,郭令灿在丰隆资本(HLCAP,5274,主板金融股)与香港上市公司国浩集团的私有化计划失败后,转向收购史格米能源服务。

市场观察者表示,郭令灿此时入股史格米能源服务,可能有助于该公司成功赢取今年首份风险服务合约。

购油气公司非新鲜事

郭令灿收购本地石油与天然气上市公司的显著股权,已不是新鲜事。去年5月,他趁TH重工(THHEAVY,7206,主板贸服股)脱离PN17公司行列之际入股,并以9%持股权成为大股东之一。

自从郭令灿入股后,TH重工的股价节节上升,从去年5月每股约45仙,涨至昨日以92.5仙报收。

国家石油勘探私人有限公司在上周宣布,公开招标总值15亿令吉的Baronia中央处理平台(CPP)承包合约,国内多家油气业者———海事重工(MHB,5186,主板贸服股)、沙肯石油(SKPETRO,5218,主板贸服股)和TH重工已成功入围。

追溯2012年12月,郭令灿建议以每股88港元(约37.50令吉),献购他在国浩集团尚未持有的全部股权。

相隔1个月,他再次出手,献议以每股1.71令吉,私有化掌控丰隆投资银行与丰隆资产管理有限公司的丰隆资本。

然而,两大私有化建议都无法触及强制性门槛。




http://www.nanyang.com/node/599880?tid=462

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发表于 2014-2-17 11:19 | 显示全部楼层
Scomi Energy - New Strategic Investor?
Date: 17/02/2014

Source : HLG
Stock : SCOMIES     Price Target : 1.02     |     Price Call : BUY
Last Price : 1.12     |     Upside/Downside :   -0.10 (8.93%)
Back

        News
        TheEdge Weekly and BizStar reported that Tan Sri Quek Leng Chan could have made a big entry into Scomi Energy (SES) directly or through his stable of companies.
        Stock market data showed that 268.79m shares, or an 11.5% stake, were trade off market last Friday at 76.5 sen/share (22% discount to Friday closing price of 99.5 sen/share). The block’s seller is believed to be its second largest shareholders Standard Chartered Private Equity Ltd (hold 11.5% stake in SES).
        If the news is true, Quek will emerged as second largest shareholder with 11.5% stake after Scomi Group Bhd, which holds a 65.7% stake.        Comments
        If the purchase is true, we are positive on the entry of new strategic investor given it will remove the share overhang concern as we understand that Standard Charter PE had been looking to dispose its stake for months now. In addition, we do not rule out any possibility synergy creation between TH Heavy (which Quek has 9% stake) and SES in the long run.
        We view Quek’s entry into SES at a right and exciting timing given SES’ potential RSC win and the vastly untapped WMS market. To recap, it was purported that SES (hold 30% stake) has partnered with Octanex (50% stake) and Vestigo (20% stake) for the development of marginal oilfield in Ophir cluster off Terengganu. According to channel check, Ophir is estimated to contain 5m barrels of oil. We conservatively do not include the potential award in our forecasts. If SES wins the RSC, we estimated net earnings in CY15 will be raised by 16%, assuming oil production to start in 2HCY15 with fully contribution in CY16. Hence, our target price will be raised from RM1.02 to RM1.18.
        Despite RM360m contract won year to date, SES is confident of securing several additional job orders in South East Asian region as well as Middle East to add to its outstanding orderbook of more than RM5.3bn currently.
        We expect the upcoming 3Q FY14 results to be inline with our forecast albeit some margin pressure due to ramp up in initial cost for new projects. Margin should rebound from 4QFY14 onwards. Drilling fluid and waste management should continue to register strong results but partly offset by sluggish coal business.
        SES is trading at 15x CY15 P/E versus UMW Oil and Gas at 23x CY 15 P/E. We expect high UMW O&G valuation driving up the P/E multiple of drilling related stocks such as SES.        Catalysts
  •                 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
        Despite our current TP of RM1.02 only provides 2.5% upside, we maintained our BUY call as the potential win of RSC contract will boost our TP to RM1.18 (which provides 19% upside from current share price).
        Source:Hong Leong Investment Bank Research - 17 Feb 2014

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发表于 2014-2-17 19:08 | 显示全部楼层
傳郭令燦入股 史葛米母子熱揚


報導:張潔瑩

 (吉隆坡17日訊)“令燦效應”馬股發酵,史葛米能源(SCOMIES,7045,主要板貿易)傳獲丹斯里郭令燦垂青入股,今日走勢熱揚,帶動大股東史葛米(SCOMI,7158,主要板貿易)一併受投資者追捧。

 史葛米能源開市時揚4.5仙至1.04令吉,過后股價在消息加持下扶搖直上,休市時已漲14.5仙或約15%,掛1.14令吉,半日交投高達3665萬2200股;大股東史葛米股價走勢亦不遑多讓,股價至休市微揚3.5仙,掛43仙,但半日高達5416萬股易手,為早盤十大熱門股之一。

 截至下午4時30分,史葛米能源揚12.5仙,掛1.12令吉,成交量5169萬8900股;史葛米則起5仙,掛44.5仙,成交量8888萬100股。

 日前媒體引述消息報導,上週五(14日)在場外易手的2億6879萬股或11.5%史葛米能源股權,已落入郭令燦囊中,每股76.5仙的交易價較週五閉市價99.5仙折價22%,這也使郭令燦成為僅次于史葛米的第2大股東。

 豐隆投銀研究分析師在報告中指出,渣打銀行私募基金早有計劃售股,這項股權變動助史葛米能源摒除意外消息,郭令燦旗下TH重工程(THHEAVY,7206,主要板貿易)更有可能帶來協合效應,對該公司更屬利好。

 分析師指出,若消息屬實,此時亦是最佳進場時機,該公司可能獲得的風險服務合約(RSC),有助將明年淨收益提高50%,加上其他業務表現改善,料是項物超所值投資
http://www.chinapress.com.my/node/500015

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发表于 2014-2-17 20:50 | 显示全部楼层
传郭令灿入股 斯可米能源大热上涨


(吉隆坡17日讯)市场传言,上週五斯可米能源(ScomiEs,7045,主板工业股)在场外易手的11.5%股权,相信是由渣打私募股本卖出,而买家则是丹斯里郭令灿。 市场对这项消息看法正面,促使斯可米能源週一大热上涨。

斯可米能源今日一度涨至1.15令吉全天最高,闭市报1.09令吉,上涨9.5仙或9.55%,成交量达5418万股,是第14大热门股。而其母公司斯可米集团(Scomi,7158,主板工业股)也受到追捧,上涨5.5仙或13.92%,至0.45令吉,成交量则达到9525万股,是今日第5大热门股。

上週五,斯可米能源有2亿6879万股或相等於11.5%股权在场外,以每股76.5仙易手。该股比上週五的99.5仙闭市水平折价22%。

市场揣测有关股票是由渣打私募股本私人有限公司释出,这主要是因为有关股票数额与这家私募股本的持股吻合。

市场传言,接手的是丰隆集团的郭令灿,若传言属实,郭令灿將持有斯可米能源11.5%股权,仅次於持股65.7%的斯可米集团。

丰隆投行分析员指出,若斯可米能源真的引进新策略股东,就真的可喜可贺。据了解,渣打私募股本过去几个月,持续寻求买主接手其所持有的斯可米能源股票。

这也带来大量股票可能流出市场的担忧。这批股票若由郭令灿接手,不但可消除疑虑,斯可米能源和郭令灿持有的9%股权TH重工业,(THHeavy,7206,主板贸服股)长期內也將有更大协同效应。

分析员认为,这正是郭令灿最佳进场时机,因斯可米能源正处於成长势头,该公司有望贏取风险分享协议,钻井及废料处理业务也充斥许多的商机。

斯可米能源及Octanex和Vestigo,早前宣布联手发展在登嘉楼岸外的Ophir油田。据行业消息,这油田有500万桶石油蕴藏量。

分析员指出,若斯可米能源贏得这项风险分享合约,该公司2015年净利预计將增加16%。假设在2015下半年开始產油,全面贡献將在2016年才会看到。到时,分析员將提高其目標价,从1.02令吉至1.18令吉。

该公司今年至今已获得3亿6000万令吉合约,斯可米能源有信心將可获得东南亚及中东地区合约,进一步提高目前已达到53亿令吉的订单水平。分析员也预期,该公司2014財政年第3季业绩將符合预期
http://www.orientaldaily.com.my/ ... 641:&Itemid=198

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发表于 2014-2-18 11:31 | 显示全部楼层
史格米能源引進策略股東獲看好2014-02-18 11:14





(吉隆坡17日訊)史格米能源(SCOMIES,7045,主板貿服組)引進策略性股東獲看好,分析員不排除將與新股東開創長期偕同效應。

針對早前英文媒體報導,丹斯里郭令燦可能直接或間接入股史格米能源的消息,豐隆研究相信脫售該筆11.5%股權者為該公司第二大股東-渣打私人基金,若消息屬實,他將成為第二大股東。

目前該公司最大股東為史格米集團(SCOMI,7158,主板貿服組),持有65.7%股權。

史格米能源股價受消息激勵,一度走揚15.6%或15.5仙至1令吉15仙,終場以1令吉零9仙閉市,漲9.5仙或9.55%。史格米集團股價也同步走高,以全日最高45仙收市,揚升5.5仙。

豐隆對此消息看法正面,因新策略性股東的入股,將解除新股東的疑惑;在一個月前,渣打私人基金已有意脫售其股權。

“郭令燦入股時機恰當,因史格米能源將潛在贏取風險服務合約(RSC)及持有還未涉及的WMS市場,不排除TH重工(THHEAVY,7206,主板貿服組)及史格米能源將開創長期偕同效應。”

目前郭令燦持有TH重工9%股權,而市場傳聞指出,史格米能源已拍夥Octanex及Vestigo發展登嘉樓Ophir岸外油田,3方各持有30%、50%及20%股權,預計Ophir料含有500萬桶油。

“若史格米能源贏取風險服務合約,開始於2015年下半年產油,全年貢獻2016年盈利,估計2015年淨利將提高16%,我們的目標價可能調高至1令吉18仙。”

目前史格米能源已贏取3億6千萬令吉合約,有信心獲取多個東南亞及中東訂單,促使訂單量增至53億令吉。(星洲日報/財經‧報道:郭曉芳)

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发表于 2014-2-18 12:42 | 显示全部楼层
传郭令灿入股激励 史格米概念股齐升 2014-02-18 12:18


(吉隆坡17日讯)传丹斯里郭令灿入股,利好消息激励史格米能源服务(SCOMIES,7045,主板贸服股)和相关公司股价,纷纷水涨船高;券商则认为此消息正面且时机正确。

上周五,史格米能源服务一笔11.48%股权场外易手,市场消息指郭令灿就是幕后买家,已崛起为第二大股东。

获利好消息助力,史格米能源服务今日开市就报1.04令吉,扬4.5仙,超越1.01令吉52周最高价。

带动母股

史格米能源服务的消息,也激励了母公司史格米(SCOMI,7158,主板工业产品股),开市时,微增1仙至40.5仙;史格米工程(SCOMIEN,7366,主板工业产品股)则起5仙至44仙。

盘中,受到投资者青睐,3股扬势气势如虹,股价持续上扬;史格米和史格米工程的涨幅更接近14%。

闭市时,史格米能源服务报1.09令吉,扬5仙或9.55%,成交量达5418万2800股;史格米工程报49.5仙,涨6仙或13.92%,成交量达348万1500股;史格米报45仙,扬5.5仙或13.92%,成交量达9524万8900股,均晋身十大热门股。

股权问题有望破冰

丰隆投行研究指出,若传闻属实,对史格米能源服务是正面消息,因为新策略投资者,可解除掉缠绕该公司已久的股权问题。

该行分析员说,他们了解,渣打私募基金在过去数个月内,一直盘算着要脱售所有史格米能源服务股权。

分析员也不排除,长期内,史格米能源服务和TH重工(THHEAVY,7206,主板贸服股)或出现合作关系,因郭令灿也持有TH重工9%股权。

数机构认购

史格米能源服务有潜质赢得更多风险服务合约(RSC),且WMS市场渗透率仍非常低,分析员认为,郭令灿的入股非常合时。

此外,《星报》引述一名交易员的消息报道,与郭令灿关系密切的丰隆集团前职员傅保罗(译音)通过私人投资工具———Caprice资本购入了11.48%股权中的40%股权;郭令灿则收购了30%或8000万股。

同时,全球最大的主权基金———Norges也认购了史格米能源服务3000万股;朝圣基金局(Lembaga Tabung Haji)则认购5000万股。



http://www.nanyang.com/node/600398?tid=462

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发表于 2014-2-19 19:04 | 显示全部楼层
Quarterly rpt on consolidated results for the financial period ended 31/12/2013
SCOMI ENERGY SERVICES BHD

Financial Year End31/03/2014
Quarter3
Quarterly report for the financial period ended31/12/2013
The figureshave not been audited
Attachments

SES Financial Results.2014 Q3.pdf
262 KB



Remarks :

  • Default Currency
  • Other Currency

Currency: Malaysian Ringgit (MYR)
SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2013
[tr][/tr]
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/12/2013
31/12/2012
31/12/2013
31/12/2012
$$'000
$$'000
$$'000
$$'000
1Revenue
391,751
0
1,042,989
0
2Profit/(loss) before tax
31,399
0
96,383
0
3Profit/(loss) for the period
22,720
0
71,106
0
4Profit/(loss) attributable to ordinary equity holders of the parent
21,425
0
70,017
0
5Basic earnings/(loss) per share (Subunit)
0.91
0.00
2.99
0.00
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 ($$)
0.2900
0.2400

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发表于 2014-2-19 19:08 | 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, 30 September 2013 and 18 November 2013 in relation to the public shareholding spread of SESB.


The Board of Directors of SESB wishes to announce that as at 19 February 2014, SESB’s records do not show that the Company is in compliance 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 31 December 2013, being the latest practicable date prior to the date of this announcement (“LPD”), SESB’s public shareholding spread is 20.68%.


Standard Chartered Private Equity Limited
has on 19 February 2014 notified the Company that they have ceased to be a substantial shareholder of SESB via Form 29C
(Notice of Person Ceasing to be a substantial shareholder). SESB will make the requisite announcement on public shareholding spread to Bursa Malaysia Securities Bhd in due course.


Bursa Securities had, via 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 19 February 2014.






Announcement Info
Company NameSCOMI ENERGY SERVICES BHD  
Stock Name SCOMIES   
Date Announced19 Feb 2014
CategoryGeneral Announcement
Reference NoSE-140219-C3254

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发表于 2014-2-20 08:43 | 显示全部楼层
Scomi Energy Reports RM31.4 Million Pre-tax Profit For Q3

KUALA LUMPUR, Feb 19 (Bernama) -- Scomi Energy Services Bhd has reported a pre-tax profit of RM31.4 million for the third quarter ended Dec 31, 2014.

It recorded a revenue of RM391.8 million for the quarter, it said in a filing to Bursa Malaysia here Wednesday.

Scomi Energy had on July 31, 2013 changed its financial year-end from Dec 31 to March 31.

It said the comparatives in the notes to the financial statements of the group and the company for the period were not comparable.

The company said its performance was largely driven by the strong performance of its oilfield services division while its marine services division recorded an increase in revenue, boosted by the commencement of a new bulk coal carriage contract during the quarter.

Its Chief Executive Officer, Shah Hakim Zain, said the group's biggest contributors to its continued top line growth for the quarter were Indonesia, Malaysia, Myanmar, Thailand and West Africa.

-- BERNAMA

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发表于 2014-2-20 10:33 | 显示全部楼层
Scomi Energy - Charging Energy...
Date: 20/02/2014

Source : HLG
Stock : SCOMI     Price Target : 1.02     |     Price Call : HOLD
Last Price : 0.47     |     Upside/Downside :   +0.55 (117.02%)
Back

        Results
        In line: 9MFY14 Core profit registered RM70m, making up 73% of HLIB full-year estimates.        Deviations
        None.        Highlights
        QoQ, 3QFY14 revenue increased 19% qoq mainly due to oilfield business recording higher revenue driven by ramp up of activity of the Total E&P Indonesia project and tripled in revenue from Myanmar. In addition, marine services also increased QoQ due to commencement of TNB fuel bulk coal carriage contract, higher tonnage carried for 2 key Indonesia customers and increased utilisation from OSV.
        QOQ EBIT margin fell from 11.5% to 9.8% due to initial ramp up cost for projects which have yet to register any contribution. Margin should rebound from 4QFY14 onwards. The company expect opex to continue decline due to more streamlined operation post restructuring. West Africa region is performing well with EBITDA expects to increase from US$11m in FY13 to US$20m (~25% of group EBITDA) in FY14.
        We also understand that the operations in Malaysia should have delivered stronger result in 3QFY14 (shortfall of US$6m PAT) if not for the delay in commencing some of the drilling programme due to shortage of rig (which benefit UMW O&G and Perisai). Besides growing core business, management shares its long term strategy to expand its product range (such as well completion, sub-surface, wireline and operations and maintenance) and aims to be an integrated oilfield services provider like Schlumberger and Halliburton.
        To recap, SES has entered into an exclusive product formulation and marketing agreement with Graphene NanoChem (listed in UK’s AIM Exchange) to deliver a range of formulated PlatDrill series for the oilfield chemical market. We understand the nanofluid should fetch higher margin (10- 20% better than normal drilling fluid). The company has started field test with local oil major and the market size is estimated at around US$1.8bn.
        Share price has appreciated 77% within a short period of time or since our initiation report dated 4 Jun 13 and exceeded our TP of RM1.02. Hence, we downgrade the stock from BUY to HOLD. However, in the longer term, we still like SES given potential RSC win and the vastly untapped DWM. To note, if SES wins the RSC, our target price will be raised from RM1.02 to RM1.18. Currently, Scomi Group is trading at 48% discount to its SOP of RM0.91. By pegging at 20% holding company discount, we derive a fair value for Scomi Group of RM0.73 (provides 53% upside from current price). Hence, it is a cheaper proxy to SES.        Forecasts
        Unchanged.        Catalysts
  •                 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 downgraded from BUY to HOLD call with an unchanged TP of RM1.02 (based on unchanged 16x FY03/15 EPS of 6.3sen/share).
        Source: Hong Leong Investment Bank Research - 20 Feb 2014

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发表于 2014-2-20 14:35 | 显示全部楼层
油田业务强劲 史格米能源赚2142万  2014-02-20 12:34
  

(吉隆坡19日讯)油田服务业务表现强劲,激励史格米能源服务(SCOMIES,7045,主板贸服股)截至去年底财年第三季业绩表现,净利达2142万5000令吉,营业额则达3亿9175万1000令吉。

截至去年底首9个月内,其净利达7001万7000令吉,营业额则达10亿4298万9000令吉。

同时,该公司发出文告指出,海事业务的营业额也大幅增加,达41%,主要是因为获得了散裝貨物船的新合约。

该公司总执行长沙哈金指出,该公司营业额最大的贡献仍来自印尼、大马、泰国和西非市场。

此外,化学品销售增加、钻井废物管理器材使用率提高等,都有助于该公司业绩表现。

他还说,尽管新工程合约放缓,在第三季内仍取得总值3亿令吉新合约,包括泰国和印尼2项合约总值2亿8000万令吉,长达3年的合约。

截至目前,该公司订单达53亿令吉,可稳健支撑公司未来2至3年的业务增长。http://www.nanyang.com/node/600890?tid=462

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发表于 2014-2-21 13:08 | 显示全部楼层
史格米能源服务 RSC合约料得标 2014-02-21 12:32



目标价:1.02令吉

最新进展:

史格米能源服务(SCOMIES,7045,主板贸服股)2014财年首9个月核心净利达7000万令吉,符合预期。

2014财年第3季营业额按季涨19%,主要因为印尼项目探勘与生产活动增加,缅甸的营业额大增,海事业务也按季增长。

税前净利赚幅从11.5%跌至9.8%。西非区域表现良好,税前净利预计从2013财年的1100万美元(3630万令吉),增至2014财年的2000万美元(约6600万令吉)。

行家建议:

税前净利赚幅预计在末季开始回弹。随着营运在重组后更精简,公司预测营运开销会继续下降。

据我们了解,如果不是钻油活动因为缺少钻油平台而展延,史格米能源服务第3季业绩表现会更好。

股价在短时间内上涨77%,并超越我们的目标价,我们因此把评级降至“守住”。

不过,长期而言我们看好史格米能源服务赢得风险分散合约(RSC)的潜能,以及钻井废物管理未开发的市场。

如果史格米能源服务赢得RSC,我们的目标价会增至1.18令吉。

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发表于 2014-3-5 18:50 | 显示全部楼层
PUBLIC SHAREHOLDINGS SPREAD
SCOMI ENERGY SERVICES BHD

TypeAnnouncement
SubjectPUBLIC SHAREHOLDINGS SPREAD
DescriptionSCOMI ENERGY SERVICES BHD (“SESB” OR “COMPANY”)
- PUBLIC SHAREHOLDING SPREAD





We refer to the announcements dated 14 March 2013, 18 March 2013, 11 September 2013, 30 September 2013, 18 November 2013 and 19 February 2014 in relation to the public shareholding spread of SESB.


The Board of Directors of SESB wishes to announce that, as at 28 February 2014, the Company is in compliance with the public shareholding spread requirement under paragraph 8.02(1) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad pursuant to the disposal of the Company’s shares by its former substantial shareholder, Standard Chartered Private Equity Limited. Based on calculation on the record of depositors of SESB as at 28 February 2014, the Company’s public shareholding spread is 32.15%.




This announcement is dated 5 March 2014.




Announcement Info
Company NameSCOMI ENERGY SERVICES BHD  
Stock Name SCOMIES   
Date Announced5 Mar 2014
CategoryGeneral Announcement
Reference NoSE-140305-99222

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发表于 2014-3-6 13:15 | 显示全部楼层
史格米能源服务 放眼成综合供应商 2014-03-06 12:59






目标价:1.02令吉

最新进展

史格米能源服务(SCOMIES,7045,主板贸服股)有意扩展旗下传统钻井液服务。

公司去年杪宣布与Graphene NanoChem合作,以加强公司在钻井液市场的地位。

管理层也透露,钻井废物管理的经营规模,是钻井液在大马市场的10至15%。不过,在北部海洋,钻井废物管理规模却比钻井液大。

行家建议

我们到史格米能源服务探访后,对公司旗下钻井液的强劲展望,以及还未打入的钻井废物管理市场,抱持正面看法。

我们也对公司放眼成为综合油田服务供应商的长期策略,感到高兴,主要是国内石油公司面对人手短缺,而把部分计划外包出去。

通过建立包含计划管理的综合能力,史格米能源服务可处理多种油田,潜在市场为大马、印尼和巴基斯坦。

公司目前也竞标其中一个风险分散合约(RSC)油田的相关合约。我们暂时不把此项目加入预测。


丰隆投行研究

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发表于 2014-3-6 14:37 | 显示全部楼层
多空一线:史格米能源挑战RM1.07  2014-03-06 13:11
  





史格米能源服务(SCOMIES,7045,主板贸服股)于3月5日闭市时反弹了。

该股闭市时收1.06令吉,按日起5仙或4.95%。

史格米能源服务的30钟线图表走势,于3月5日的交投趋势处于短期下降趋势线(B1:B2)上报收。

史格米能源服务30分钟线平滑异同移动均线指标(MACD),于2014年3月6日的反弹交投走势已转强。

该股继续处于“0”支撑线上波动,史格米能源服务后市交投走势,料会出现一段巩固反弹趋势。

史格米能源服务的30分钟线图表走势,于3月6日将显现一段持续反弹趋势,或会上挑1.07至1.20令吉关口。

免责声明

本文纯属技术面分析, 仅供参考, 并非推荐购买。投资前请咨询专业金融师。


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发表于 2014-3-10 18:32 | 显示全部楼层
史格米能源新科技成主要催化劑2014-03-10 17:38





(吉隆坡10日訊)史格米能源(SCOMIES,7045,主板貿服組)正在發展處理污染油鑽油的微波科技技術,以及獨特的陸地鑽探平台的5道嵌板攪拌器,一旦在明年首季推出,預料將改變作業規則的進展,並是推動該公司新成長的催化因素。

東方市場未來7年將倍增

豐隆研究指出,目前史格米能源的鑽油液及鑽油廢料管理領域,在東方市場佔7%市場占有率,預料在通過產品交叉銷售及進入新市場,將使其市占率在未來7年裡倍增至14%。

“史格米能源未來長期策略,是要成為綜合油田服務提供者,特別是國家石油公司及主要石油財團將有關領域服務一攔子外包,因國內缺乏有關的人才。”

豐隆指出,史格米能源在建立綜合能力包括工程管理領域,將使它可以處理邊際油田、現有油田及加強油田探勘等擁有龐大商機的領域,而潛在市場包括大馬、印尼,以及巴基斯坦。

豐隆指出,鑽油廢料管理將是長期成長的主要催化因素,因為管制當局要求零廢料目標,以仿傚里海及北海等所採取的措施。

該公司也涉及競標國油其中一項風險服務合約,惟豐隆採取保守態度,沒有將它列入潛在得標預測內。不過,若是取得有關合約,目標價將從現有的1令吉2仙,增加至1令吉18仙。目前該行給予“守住”評級。

豐隆研究指出,目前史格米能源的控股公司-史格米集團(SCOMI,7158,主板貿服組)比其綜合估值86仙折價約48%,若將其控股折價定在20%,史格米集團的合理價為70仙,成為投資史格米能源的較便宜的代理股項。(星洲日報/財經‧報道:李文龍)

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发表于 2014-3-12 19:26 | 显示全部楼层
Scomi能源服务 营业额接近4亿

二零一四年三月十二日 凌晨一时二十分

(吉隆坡11日讯)Scomi能源服务有限公司(SCOMIES,7045,贸易服务组)公布,在截至2013年12月31日止第3季度,录得3140万令吉的税前利润。

该集团致函马交所说,在上述季度中一共取得3亿9180万令吉的营业额。

Scomi能源在2013年7月31日,将财政年度的结束日期从12月31日更改至3月31日。

它称,在季度业绩比较方面,12与13财政年的财务报告没有可比较性,因为这两年的财季数目不同。

该集团表示,今次的业绩主要是受到油田服务部门的强劲表现所推动,而海洋服务部门的收益也获增长,因为在上述期间获得新的大宗煤炭运输合约所赐。

Scomi能源首席执行员萨哈金扎因表示,集团印尼、大马、缅甸、泰国和西非的业务,在该季度是最大的营业额贡献者,并持续取得增长。

http://www.kwongwah.com.my/news/2014/03/12/6.html

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发表于 2014-5-24 20:52 | 显示全部楼层
沙肯石油戴樂必達能源史格米能源有望獲國油合約2014-05-24 16:11







(吉隆坡24日訊)國內4家油氣公司--沙肯石油(SKPETRO,5218,主板貿服組)、戴樂集團(DIALOG,7277,主板貿服組)、必達能源(PENERGY,5133,主板貿服組)和史格米能源(SCOMIES,7045,主板貿服組),有望獲國油公司(PETRONAS)發出的國內風險服務合約(RSC)的發展。


據消息人士指出,預測有多達20份風險服務合約將被派出,上述4家公司被分析員視為主力發展公司。

當中,史格米能源料將獲得該公司的首份風險服務合約,與國油子公司Vestigo石油和來自澳洲的Octanex一同發展Ophir邊際油田。隨後史格米能源或將陸續獲頒更多的合約。

此外,沙肯石油與Vestigo石油的聯營公司則接近簽署登佳樓Bubu邊際油田的風險服務合約。

戴樂集團在2012年層聯同澳洲ROC Oil以及國油探勘(Petronas Carigali)獲得砂拉越峇萊(Balai)邊際油田計劃合約;必達能源與加拿大沿海能源公司則正在Kapal、Banang和Meranti開發邊際油田。( 星洲日報/財經)






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发表于 2014-5-28 18:22 | 显示全部楼层
OTHERS SCOMI ENERGY SERVICES BHD (“SESB” OR “COMPANY”)  PROPOSAL TO COMPLY WITH THE BUMIPUTERA EQUITY REQUIREMENT
SCOMI ENERGY SERVICES BHD

TypeAnnouncement
SubjectOTHERS
DescriptionSCOMI ENERGY SERVICES BHD (“SESB” OR “COMPANY”)

PROPOSAL TO COMPLY WITH THE BUMIPUTERA EQUITY REQUIREMENT

We refer to the announcements dated 16 January 2013 and 7 February 2014 in relation to the requirement to allocate 12.5% of the Company’s issued and paid-up share capital to Bumiputera investors to be recognised by the Ministry of International Trade and Industry as imposed by the Securities Commission (“SC”) via its letter dated 15 January 2013.


On behalf of the Board of Directors of SESB, Maybank Investment Bank Berhad wishes to announce that the SC had, vide its letter dated 27 May 2014, granted its approval for an extension of time of six (6) months from 31 July 2014 to 31 January 2015 for SESB to comply with the Bumiputera equity requirement.



This announcement is dated 28 May 2014.






Announcement Info
Company NameSCOMI ENERGY SERVICES BHD  
Stock Name SCOMIES   
Date Announced28 May 2014
CategoryGeneral Announcement
Reference NoMI-140528-62804

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