【PERDANA 7108 交流专区】柏达纳

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/06/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/06/2012	30/06/2011	30/06/2012	30/06/2011
		$$'000	$$'000	$$'000	$$'000

1	Revenue	67,274	73,357	120,720	140,355
2	Profit/(loss) before tax	5,157	8,914	-2,695	803
3	Profit/(loss) for the period	5,041	8,316	-3,034	-131
4	Profit/(loss) attributable to ordinary equity holders of the parent	5,102	8,374	-3,078	10
5	Basic earnings/(loss) per share (Subunit)	1.03	1.86	-0.62	0.00
6	Proposed/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 ($$)	0.9500		0.9500

icy97

柏达纳1.86 亿购2船

财经新闻 财经  2012-09-04 10:55
（吉隆坡3日讯）柏达纳（Perdana，7108，主板贸服股）与新加坡上市公司———南昌有限公司（NamCheong）的子公司签署协议，以5900万美元（约1.86亿令吉）收购两艘工作船。

柏达纳今日在文告指出，个别以2950万美元（约9277令吉），向南昌有限公司的子公司———南昌国际有限公司买入两艘工作船，总值5900万美元。

柏达纳指出，所需资金将透过内部筹资或银行贷款。其中20%的资金将作为订金，并须在11月15日以前缴付，其余4720万美元（约1.48亿令吉）将在船只运抵时支付。

收购计划预料在2013年第二季完成。[Nanyang]

icy97

購駁船受看好‧柏達納盈利看俏

熱股評析  2012-09-04 19:11
（吉隆坡4日訊）柏達納石油（PERDANA，7108，主板貿服組）以1億8千413萬令吉收購兩艘住宿／工作駁船獲得市場受看好，因今年下半年開始整體油氣行業將頒發更多工程合約，使船隻出租率有望揚升，料可刺激該公司盈利相應走高。

興業研究指出，國內岸外工程合約，料從今年下半年開始加速頒發，特別是市場推出更多邊緣油田及深海油田的工程計劃，使未來的油田岸外支援船隻的出租率有望走高。該公司收購船隻，顯示管理層有信心取得船隻出租合約，特別是2013年財政年將達預期盈利目標。

“柏達納本身船隻已經全面使用，預料該公司收購新船只是出租給達洋企業（DAYANG，5141，主板貿服組），特別是後者正競標泛馬油田工程合約，而且它與該公司簽有“首個拒絕權力＂租用其船隻合約。＂

興業研究指出，該公司將透過內部資金和銀行貸款進行支付收購行動，預料負債率將從目前的0.6倍擴大至0.84倍，包括它脫售必達能源（PENERGY，5133，主板貿服組）股權所獲的9千690萬令吉資金，及它也有意脫售舊船隻，料可籌得4千萬令吉至5千萬令吉資金。

該行指出，隨著今年下半年整體油氣業前景較佳，料使該公司有望在2012年財政年轉虧為盈。而該公司收購兩艘新船隻將合符時宜，因為預期在今年下半年起，將會有更多的油氣及相關工程合約頒發。

由於該公司已完成脫售必達能源的股權，使後者不再作出盈利貢獻，使該行將其2012年及2013年淨利預測調低4.0%及9.8%。

興業研究指出，該行暫時保持其財測，包括2012年淨利預測為1千零60萬令吉，2013年為3千950萬令吉，以及2014年則進一步增加至4千950萬令吉。（星洲日報／財經）

ahlauweihotmail

小王爷 发表于 28-5-2012 04:43 PM
我今天用身家买进，希望业绩很好吖。发呀！发呀！！！！！

你好棒，赚了50%……？？

Heaven_Dunno

我买的时候1块多
现在的价格真的是让我不堪入眼
希望快快回涨！

还是大家觉得稍微高一点就能卖掉了呢？

Heaven_Dunno

icy97 发表于 28-5-2012 12:48 AM
抱歉 只是转载分享+更新最新消息，不代表有研究。。如你有留意，我不止更新这里而已，还有很多很 ...

评级是买进哦！现在7毛多买进大家觉得ok吗？
假如是大选要到了，选后对这支股会有影响吗？

williamnkk81

Heaven_Dunno 发表于 5-9-2012 02:31 PM
评级是买进哦！现在7毛多买进大家觉得ok吗？
假如是大选要到了，选后对这支股会有影响吗？

这家公司现在正重整它的业务及重新再出发。。。出售了子公司Penergy拿到了一部分的盈利。。。还得留意石油业的发展。。。股价是便宜。。。但你得再观察观察。。。

Heaven_Dunno

williamnkk81 发表于 6-9-2012 04:29 PM
这家公司现在正重整它的业务及重新再出发。。。出售了子公司Penergy拿到了一部分的盈利。。。还得留意石油业 ...

公司的股东和领导人是何方神圣？

williamnkk81

Heaven_Dunno 发表于 7-9-2012 03:50 AM
公司的股东和领导人是何方神圣？

是马来人，有背景的。。。公司年报里有介绍，你可参考。。。。

icy97

PERDANA PETROLEUM BERHAD

07/09/2012 06:07:39 PM

Type	Announcement
Subject	OTHERS
Description	Perdana Petroleum Berhad(“PPB” or “the Company”) - Early redemption of Bonds
The Board of  Directors of  PPB wishes to inform that the Company has on 7 September 2012 made an early redemption on the RM70.0 million Secured Serial Bonds. The funds for this early redemption were derived from part of the proceeds from the divestment of the 57.7 million shares in Petra Energy Berhad recently. With this repayment of the RM70.0 million Secured Serial Bonds, the Company has fully redeemed the RM400 million Secured Serial Bond that was issued on 30 March 2006 and this will allow certain assets of the PPB Group which are presently pledged to be discharged so that the PPB Group will have more flexibility in the management of its working capital.

Patani

抱歉 ， 我只是要顶上来

icy97

料攫獲更多租船合約‧柏達納有望轉虧為盈

熱股評析  2012-10-22 19:06
（吉隆坡22日訊）由於柏達納石油（PERDANA，7108，主板貿服組）有望從2013頒發的岸外支援船（OSV）合約及可能出租接駁工作船給達洋企業（DAYANG，5141，主板貿服組）中受惠，分析員大幅上調盈利預測，並預期該公司將可自今年起轉虧為盈。

馬銀行研究指出，柏達納石油將從三用工作船艦（AHTS）需求高漲中受惠，因8艘三用工作船艦目前僅出租一艘，加上採購合同公司（PCSB）3+1+1合約期限保證可獲利至2018年，利於該公司維持銷售及回租合約。

該行相信，柏達納石油在去年9月向南昌國際有限公司（Nam Cheong）購買2艘可容納300人住宿的新接駁工作船，將用於支援達洋企業競標採購合同公司和蜆殼石油（SHELL，4324，主板工業產品組）的泛馬油田維修工程合約。

“上述5年工程合約總價100億令吉，無論達洋企業成功競標與否，柏達納石油依然可從工作船和接駁船爭取合約至2018年年初或年中。＂

該行表示，高規格支援船需求強勁利好，且該公司船隊半數由接駁工作船和船艦組成，料可從每馬力2美元至2.30美元的強穩船艦每日出組率（DCR）享有按年25%增長率。

“合約競標獲勝在望，加上公司船隊狀況改善，支援船的供應量更為緊縮，我們認為該公司的估值應至少反映其船隊價值，因此認為股價／賬面值1.1倍的估值具穩健基礎，因岸外支援船市場需求正在提昇中。＂

有鑒於各項利好將帶動財務表現，該行將該公司2012至2014財政年淨利預測調高1千600萬令吉至7千200萬令吉，2012財政年從預測1千300萬令吉淨虧損調整為獲淨利200萬令吉，2013財政年從預測淨虧損700萬令吉上調至3千200萬令吉。

根據2013財政年股價/賬面值1.1倍（之前採用0.6倍），目標價從55仙大幅調升至1令吉30仙，從'守住'改進至'買進'評級，以反映需求改善和即將在2013年報到的2艘新接駁工作船價值。

“我們僅計算船艦上升的使用量，還未估算其獲取長期合約勝算，預計2012至2014財政年的增長率將從65%增至85%，顯示其未來盈利增長潛力。＂（星洲日報／財經）

icy97

必達石油依布拉欣遭申誡

企業財經06/11/2012 20:50
（吉隆坡6日訊）必達石油（PERDANA，7108，主要板貿易）及前執行主席兼總執行長東姑拿督依布拉欣觸犯上市條例，同遭馬證交所公開申誡；后者需繳交5萬令吉罰款。

馬證交所發佈文告指出，必達石油子公司Perdana Resources在2001年1月至2006年12月間，向不符合條例資格公司提供貸款援助。

身為公司重要領導，依布拉欣知情不報，並未履行身為執行主席及總執行長職責，馬證交所在2010年4月針對此事展開調查，最終決定申誡該公司及依布拉欣。

馬證交所提醒所有上市公司不應該進行涉及金錢及資產的不當行為，上市公司及董事對投資者及股東有義務，需自我警惕遵守上市條例。[ChinaPress]

PERDANA PETROLEUM BERHAD

LISTING'S CIRCULAR NO. L/Q : 66444 OF 2012

Bursa Malaysia Securities Berhad (Bursa Securities) has publicly reprimanded Perdana Petroleum Berhad (formerly known as Petra Perdana Berhad) (PERDANA) and its former Executive Chairman / Chief Executive Officer, Tengku Dato’ Ibrahim Petra bin Tengku Indra Petra (Tengku Ibrahim) for breach of the Listing Requirements of Bursa Malaysia Securities Berhad (LR). In addition, Tengku Ibrahim was fined a sum of RM50,000.

PERDANA had breached paragraph 8.23(1) of the LR as its subsidiary, Perdana Resources Sdn Bhd (PRSB) had, from 19 January 2001 to 5 December 2006 provided financial assistance to party(ies) who did not fall within the permitted categories under paragraph 8.23(1)(i) to (iii) of the LR.

Pursuant to paragraph 8.23(1) of the LR, a listed issuer or its unlisted subsidiaries may only lend or advance any money to or in favour of the following:
(i) directors or employees of the listed issuer or its subsidiaries, as the case may be, in such manner as may be permitted under the Companies Act 1965;
(ii) persons to whom the provision of financial assistance is necessary to facilitate the ordinary course of business of the listed issuer or its subsidiaries, as the case may be, such as the provision of advances to its sub-contractors; or
(iii) the subsidiaries or associated companies of the listed issuer, the listed issuer (in the case of the subsidiaries providing the financial assistance) or its immediate holding company which is listed.

Tengku Ibrahim was found to have breached paragraph 16.11(b) of the LR where he had permitted, knowingly or where he had reasonable means of obtaining such knowledge, PERDANA to commit the breach of paragraph 8.23(1) of the LR.

The breaches by PERDANA and Tengku Ibrahim were detected by Bursa upon further investigation into the findings of the investigative audit carried out by Ferrier Hodgson MH in the report dated 26 April 2010.

The finding of breach and imposition of the above penalties on PERDANA and Tengku Ibrahim were made pursuant to paragraph 16.17(1) of the LR upon completion of due process and after taking into consideration all facts and circumstances of the matter including the following:

(a)The knowledge, involvement, roles and responsibilities of Tengku Ibrahim as follows:
(i) He was the Executive Chairman / Chief Executive Officer of PERDANA and a director / Chief Executive Officer of PRSB at the material time;
(ii) He was also the director primarily responsible for the financial management of PRSB at the material time; and
(iii) He was the sole cheque signatory for any limit in most of PERDANA’s bank accounts including the bank account where the advances were mainly issued;

(b)Tengku Ibrahim had essentially abdicated his responsibilities and failed to be vigilant, diligent and effective in the discharge of his oversight responsibilities and accountability to PERDANA and shareholders.

His conduct of allowing/facilitating the provision of advances via the numerous pre-signed blank cheques whereby he had failed to put in place the necessary controls / checks, undertake follow-ups and/or made due inquiries on, amongst others, the status of these blank cheques and his purported reliance on the management in respect of the financial management and the proper utilisation of the cheques / advances made by him and other third parties on, amongst others, the appropriateness of these advances were unreasonable and demonstrated lack of proper discharge of his duties as a director. In this regard, as a director of PERDANA and in view of his roles, responsibilities and/or involvement in the advances, he knew or should have known that his actions in and the circumstances of his authorising / making the advances were / would be in contravention of the LR; and

(c)The materiality of the breach, including the period and number of occurrences and the amount of the advances involved from year 2001 to 2006.

Premised on these factors but taking into account the repayment of the advances to PERDANA and Tengku Ibrahim’s alleged involvement in the detection of the breaches, Tengku Ibrahim was publicly reprimanded and fined RM50,000 for breaching paragraph 16.11(b) of the LR.

Bursa Securities views the above contravention seriously as the requirements of paragraph 8.23 of the LR are one of the key investor protection requirements which serves to ensure proper preservation and employment of the company’s assets and funds.

Bursa Securities also reminds listed companies and directors against such improper conduct involving monies/assets of a listed company including the conduct of issuing or approving blank cheques without proper inquiry, basis and/or safeguards / controls in place. Listed companies and directors are reminded of their obligation to uphold appropriate standards of responsibility and accountability to shareholders and the investing public.

icy97

股海宝藏：柏达纳 成功转盈油气股

股海宝藏 财经周刊 投资观点  2012-11-19 12:04
柏达纳（Perdana，7108，主板贸服股）是一家岸外海事船只供应公司，主要支援上游油气领域，业务的基本因素和投资展望良好，是勿庸置疑的。

它拥有大型石油公司的合约，在中型1万制动功率（bhp）起锚支援拖船领域，柏达纳是行业的老大。

它拥有14艘船只，分成两个核心舰队，即（a）8艘为起锚支援拖船，在这当中2起锚支援拖船为5000制动功率起锚支援拖船，以及6艘为中型起锚支援拖船，介于1万至1万2000制动功率之间；以及（b）6艘维修及衔接工作船，当中有4艘为工作驳船以及2艘工作船。于9月12日，它脱售必达能源（Penergy，5133，主板贸服股）的26.9%股权，以便专注在岸外海事船只业务领域。脱售行动使它获得9600万令吉现金，可以用来偿还债务。

扩大深海船只市占
截至2012年10月25日，达洋企业（Dayang，5141，主板贸服股）是柏达纳的大股东，持有19.09%股权。
柏达纳现在已经做好准备扩大深海船只的市占率，它上修的催化因素为：
i）拥有全新和高能力的船队；
ii）岸外海事船只业务领域需求显著提高；
iii）通过达洋企业扩大岸外服务。

从高档特别船只中受惠。由于石油公司计划增加在深海的勘探以及开采活动，所以它们对大型以及更高科技的先进岸外支援船只的需求更高。所以，岸外海事船只业务领域的前景备受看好。

岸外海事船只需求持续增加。大众投资银行估计，起锚支援拖船的平均租率介于1.90美元至2.30美元之间，而平台供应船只的租率可能会达到2万2000美元至2万6000美元之间，因为中型起锚支援拖船的需求不断增加。

在此重提，柏达纳是于2007年更新船队，加强本身竞争力。

这主要是因为配合石油公司的要求，因为它们的其中一个要求便是在竞标程序中，不让船龄超过15年的船只参与竞标。

此外，本身拥有船只的公司在竞标方面将会更加的占优势。目前，柏达纳拥有14艘船只，而它的更新船队计划，成功使它降低船龄至平均3.5年。

料受惠于国油庞大合约
由于大马需要解决石油产量下跌问题，所以，国油必须投入庞大的资本开销，以提升这方面的产能。

资料显示，国油计划在未来5年投入2500亿至3000亿令吉的资本开销，而这将支援国内经济的发展。

国油进行如此庞大的投资活动，相信柏达纳将直接或间接从中受惠，包括船只使用率提高以及船租率将会更加强劲，因为市场缺乏高档的船只。

注销重振账目
2012财年转亏为盈以及2013/14财年表现更佳。

柏达纳过去现在两个财政年表现逊色，因为这两个财政年都蒙受巨亏。

2011财年的业绩表现比之前一个财年更差，因为它注销旧船的价值。该公司管理层选择注销3930万令吉，这相等于7艘旧船一半的账面价值，以便完全去除运用和前期成本。

这是非常重要的步骤，以重振公司的账目表现。

在没有注销的情况下，该集团2011财年蒙受的净亏损为3010万令吉，较2010财年的6810万令吉为低。

值得一提的是，该集团在2011财年成功稍微提高营业额至2亿5590万令吉，而2010财年的营业额为2亿5490万令吉。

营业额增加主要是归功于租船率提高，特别是在2011财政年底这期间。

该集团的2012财年上半年的营运赚幅为1.7%，显然较历史综合赚幅，即介于14%至25%之间低很多。

不过，预料未来情况会改善，因为已经提高营运效率，以及达洋企业带来的“溢价效应”。

船队使用近新高
它新建立的船队目标，是超过12个月租约的租船业务。在岸外租船业务，获得长期租船合约，意味着更高的每天租船率。

携手达洋协作效益
不包括7艘已经没有运用的船只在内，柏达纳的船队的使用率于2012财年第二季，攀升至75%的近来新高水平，2012财年第一季的使用率为60%。此外，由于最近加入市场的船只，很少见到中型的起锚支援拖船，相信这将有助于柏达纳提高租船率。

达洋企业投资在柏达纳显示可以合作争取新机会。由于达洋企业船队已全面使用，所以它与柏达纳合作将使它拥有更大的发挥空间。

而柏达纳则可以产生协作效益。[Nanyang]


文：慧眼

mxm

这里是资料库～@ANGA

ANGA

mxm 发表于 25-11-2012 11:22 AM
这里是资料库～@ANGA

谢谢通知,持續學習

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/09/2012

		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

1	Revenue	74,625	59,269	195,345	199,624
2	Profit/(loss) before tax	16,134	-18,337	13,439	-17,534
3	Profit/(loss) for the period	15,323	-17,516	12,289	-17,647
4	Profit/(loss) attributable to ordinary equity holders of the parent	15,225	-17,420	12,147	-17,410
5	Basic earnings/(loss) per share (Subunit)	3.07	-3.87	2.45	-3.87
6	Proposed/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 ($$)	0.9600		0.9500

icy97

工作船需求回溫‧柏達納石油展望樂觀

熱股評析  2012-12-05 19:05
（吉隆坡5日訊）柏達納石油（PERDANA，7108，主板貿服組）料從三用工作船（AHTS）需求回溫中受惠，旗下船艦租用率可望保持80%以上水平，分析員普遍樂觀看待該股前景。

馬銀行研究認為，柏達納石油是最能從岸外支援船（OSV）市場復甦中受益的公司，並間接與大股東達洋企業（DAYANG，5141，主板貿服組）競標的泛馬（Pan Malaysia）上游保養合約掛鉤，未來數年現金流可望改善。

據市場報導，由國油探勘和蜆殼石油主導的泛馬合約，可能在未來5年內頒佈100億令吉合約。

“柏達納石油今年9月剛向南昌（Nam Cheong）購買兩艘工作船，以支持達洋競標泛馬合約，若達洋成功競標，柏達納石油旗下工作船至少被保障至2018年。＂

租金穩定上揚
此外，受需求回升帶動，岸外支援船每日租金（DCR）今年至今上揚25%，三用工作船租金也穩定上揚，相信柏達納石油估值受旗下艦隊價值支撐。

聯昌研究考量季風早至可能導致第四季船艦使用率下滑，決定下調今年財測16%，但未來兩年財測卻因新船艦貢獻而上調6至14%。

“隨展望好轉，建議投資者開始累積柏達納石油，達洋企業過去1年來積極買進該股，目前持股已從去年的9.1%，倍增至19.1%。＂

興業研究表示，柏達納石油旗下船隊目前有30%船艦握有長期工作合約，該公司放眼未來攫取更多長期合約，於1至2年內把長期合約比重提高至70%，這項策略有助提昇長期盈利能見度。

柏達納石油目前也正積極替旗下7艘被擱置的高齡船艦找尋買家，惟至今未有結果，有關船艦每年維持成本高達1千萬至1千200萬令吉，因此興業相信一旦上述船艦被脫售，整體營運成本有望下滑，惟補充高齡船交易一般需耗較長洽商時間。（星洲日報／財經）

icy97

PERDANA PETROLEUM BERHAD

Type	Announcement
Subject	WINDING UP / RECEIVER & MANAGER / RESTRAINING ORDER / SPECIAL ADMINISTRATOR
Description	PERDANA PETROLEUM BERHAD (“PPB”) - MEMBERS’ VOLUNTARY WINDING-UP OF SUBSIDIARY COMPANIES
PPB wishes to advise that the following subsidiary companies in the PPB Group which are incorporated in Malaysia, will be wound up by way of members’ voluntary winding-up as these companies have been dormant for a period of time and PPB views that it is in the best interest of the PPB Group to undertake this liquidation exercise. (a)  Osam Marine Sdn Bhd (OMSB), which is a wholly-owned subsidiary of Intra Oil Services Berhad (IOS) which in turn is wholly-owned by PPB. OMSB previously carried on the business of marine support services for the oil and gas industry. (b)  Asiaway Sdn Bhd (ASB), which is a wholly-owned subsidiary of IOS which in turn is wholly-owned by PPB. ASB previously carried on the business of marine support services for the oil and gas industry. (c)  Malawi Marine Sdn Bhd (MMSB), which is a wholly-owned subsidiary of OMSB. MMSB previously carried on the business of marine support services for the oil and gas industry. (d)  Kovan Marine Sdn Bhd (KMSB), which is a wholly-owned subsidiary of OMSB. KMSB previously carried on the business of marine support services for the oil and gas industry. OMSB, ASB, MMSB and KMSB have ceased business and have been dormant for more than 10 years. Mr Oon Kien Hoe and Mdm Chin Mee Shang of Crowe Horwath Advisory Sdn Bhd have been appointed as Liquidators on 21 December 2012 for the above winding-up. The aforesaid members’ voluntary winding-up will not have any effect on the share capital and shareholding structure of PPB nor have any material operational and financial impact on the net assets, earnings and gearing of PPB Group for the financial year ending 31 December 2012. This announcement is dated 21 December 2012.

icy97

劵商心頭好．岸外船隻租賃率看漲 必達石油料從中獲利

財經股市26/12/2012 20:37

券商 ：艾芬證券研究
目標價：1.14令吉

我們看好岸外船隻租賃率將提高，這料將帶動必達石油（PERDANA，7108，主要板貿易）2013及2014財年的收益增長10%至11%。

我國岸外船隻領域今年下半年漸成長，岸外船隻經營者也隨之獲得更長期的合約。

我們相信，該領域明年將持續成長，馬石油要求34岸外船，其中包括深水三用工作拖船（AHTS）、平台供應船及直供應船（Straight Supply Vessels）。

隨著看好每日每制動馬力（bhp）船租率上調至介于1.90美元至2.10美元（約5.80至6.40令吉），我們已調高該公司每股收益約10%至11%，

除了船租率調高、南昌明年下半年提供2接駁船及今年建議出售7艘舊船延遲至2013至2014年，價值3840萬令吉。

此外，有總值80億至100億令吉的Pan Malaysia接管與特許經營（HUC）和維修合約也需要大量的海洋工程。

上述新工程預計需要耗時約5至6年，料可釋出岸外船隻合約估計價值約70億至80億令吉。

我們認為必達石油（PERDANA，7108，主要板貿易）是岸外船隻業里最好的業者，因此仍保持“增持”評級。

必達石油閉市時，以微揚3仙，掛1.07令吉，成交量達205萬8000股。[ChinaPress]