【PERDANA 7108 交流专区】柏达纳

有毛的球

OIC..谢谢！那“EGM股东投票”有小股东（散户）的参于吗？

icy97

PERDANA PETROLEUM BERHAD

Type	Announcement
Subject	OTHERS
Description	PERDANA PETROLEUM BERHAD ("the Company") - Correction to Condensed Consolidated Statements of Changes in Equity
Reference is made to the Company's announcement made on 20 August 2013 on the second quarter results for the financial period ended 30 June 2013 ("Q2 Results"). The share application monies account in the Condensed Consolidated Statements of Changes in Equity was inadvertently omitted in the Q2 Results and the amount of RM1,064,283 in the share application monies account was cumulated into the share premium account which showed an amount of RM95,652,916 as at 30 June 2013 when the correct amount should be RM94,588,633. Enclosed is a copy of the amended Condensed Consolidated Statements of Changes in Equity as at 30 June 2013 that reflects the share application monies account and the corrected share premium account. This announcement is dated 8 October 2013.

Attachments

Amended page for Q2 announcement.pdf

icy97

柏达纳获2850 万延长合约

财经新闻 财经  2013-10-31 12:19
（吉隆坡30日讯）柏达纳（PERDANA，7108，主板贸服股）获延长工作驳船（work barge）合约，总值2850万令吉。

柏达纳向马交所报备，独资子公司IntraOil Services有限公司，近期获世界海事（马）私人有限公司，延长租赁1艘工作驳船的合约，至2014年10月8日。

此延长合约将为该集团今明两个财年，带来营业额与盈利贡献。[南洋网财经]

PERDANA PETROLEUM BERHAD

Type	Announcement
Subject	OTHERS
Description	Perdana Petroleum Berhad (“PPB” or the “Company”) Extension of Contract with Alam Maritim (M) Sdn Bhd
Further to the Company’s announcement on 4 January 2013, the Company wishes to announce that its wholly-owned subsidiary company, Intra Oil Services Berhad (“IOS”) had recently received from  Alam Maritim (M) Sdn Bhd an extension of the contract for provision of one unit of workboat for a period of one year completing on 8 October 2014 (“the Extended Contract”). Financial effects The Extended Contract with value of approximately RM28.5 million is expected to contribute positively to the revenue and earnings of PPB Group for the financial year ending 31 December 2013 and the next financial year.There will be no effect on the gearing of the PPB Group and the Contract will not have material effect on the net asset per share for the financial year ending 31 December 2013. Risk associated with the Contracts There are no significant risks involved in IOS fulfilling the obligations under the Extended Contract. Interest of Directors and Major Shareholders None of the Directors and/or major shareholders of the Company or persons connected with them have any interest, directly or indirectly in the Extended Contract. This announcement is dated 30 October 2013.

icy97

合約延長符預期‧柏達納前景穩定

2013-10-31 17:12      
（吉隆坡31日訊）柏達納石油（PERDANA，7108，主板貿服組）獨資子公司Intra Oil服務獲取環境海事資源（ALAM，5115，主板貿服組）延長1年工作船合約至2014年10月8日，合約價值約2千850萬令吉，料於2013及2014財政年正面貢獻業績。

分析
分析員認為合約延長符合預期，預見該集團將從國內油氣業週期性復甦中受惠，未來盈利前景穩定。

大眾研究指出，該集團的2艘工作船為達洋企業（DAYANG，5141，主板貿服組）及環境海事資源所用，目前亦為3艘三用工作船（AHTS）及1艘工作船積極尋求長期合約。

“主要油氣業者工作船需求增加，促使該公司有信心獲取更多長期合約，而且季節性因素影響微小，鑒於目前國油探勘及達洋企業的長期合約使用率達100%，預見2014財政年將穩步成長。”

該集團已為旗下75%船隊獲取長期合約，未來盈利前景穩定。

豐隆研究表示，延長合約符合預期，因政府嘗試通過5年3千億令吉資本開銷投資，推動本地油氣業復甦，離岸油氣活動增加，促使岸外支援船艦（OSV）市場週期性復甦，使用率走高。

目前該集團已購買3艘新工作船，預計2014年接收，其中2艘將用於達洋企業的裝配、建築和運作（HUCC）合約。

“蜆殼的裝配、建築和運作工程可能需要更多工作船，柏達納石油料從中收惠，因每項鑽井活動需要3艘岸外支援船艦順利開跑，可是獲取該類型船隻日漸艱難。”
豐隆研究看好該集團，認為額外催化因素來自容量擴展、高裝配、建築和運作使用率、併購或私有化及贏取邊際油田。（星洲日報／財經‧報道：郭曉芳）

有毛的球

我今天收到一份文件，这公司好像建议派发红股了~

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/09/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/09/2013	30/09/2012	30/09/2013	30/09/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	68,174	74,625	196,609	195,345
2	Profit/(loss) before tax	15,786	16,134	44,262	13,439
3	Profit/(loss) for the period	15,872	15,323	40,686	12,289
4	Profit/(loss) attributable to ordinary equity holders of the parent	15,514	15,225	39,774	12,147
5	Basic earnings/(loss) per share (Subunit)	3.03	3.07	7.94	2.45
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 ($$)	1.0400		0.9300

icy97

PERDANA PETROLEUM BERHAD

EX-date	03/12/2013
Entitlement date	05/12/2013
Entitlement time	05:00:00 PM
Entitlement subject	Bonus Issue
Entitlement description	Bonus issue of up to 222.6 million new ordinary shares of RM0.50 each in Perdana Petroleum Berhad (“PPB”) (“PPB Shares”) (“Bonus Shares”) on the basis of two (2) Bonus Shares for every five (5) existing PPB Shares held by shareholders of PPB whose names appear on PPB’s Record of Depositors (“Entitled Shareholders”) as at 5.00 p.m. on 5 December 2013 (“Entitlement Date”) (“Proposed Bonus Issue”)
Period of interest payment	to
Financial Year End	31/12/2013
Share transfer book & register of members will be	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Tricor Investor Services Sdn Bhd Level 17, The Gardens North Tower Mid Valley City, Lingkaran Syed Putra 59200 Kuala Lumpur Tel. No.:+603 2264 3883 Fax. No.:+603 2282 1886
Payment date
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	05/12/2013
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Ratio
Ratio	2 : 5

icy97

PERDANA PETROLEUM BERHAD

EX-date	03/12/2013
Entitlement date	05/12/2013
Entitlement time	05:00:00 PM
Entitlement subject	Others
Entitlement description	Adjustments to the number of outstanding Warrants in Perdana Petroleum Berhad (“PPB”) and the exercise price for the Warrants in accordance with the provisions of the Deed Poll constituting the Warrants 2010/2015 (“Warrants”) dated 15 September 2010 consequential to a bonus issue of up to 222.6 million new ordinary shares of RM0.50 each in PPB (“PPB Shares”) (“Bonus Shares”), to be credited as fully paid-up, on the basis of two (2) Bonus Shares for every five (5) existing PPB Shares held by shareholders of PPB whose names appear on PPB’s Record of Depositors (“Entitled Shareholders”) as at 5.00 p.m. on 5 December 2013 (“Entitlement Date”).
Period of interest payment	to
Financial Year End	31/12/2013
Share transfer book & register of members will be	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Tricor Investor Services Sdn Bhd Level 17, The Gardens North Tower Mid Valley City, Lingkaran Syed Putra 59200 Kuala Lumpur Tel. No.:+603 2264 3883 Fax. No.:+603 2282 1886
Payment date
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	05/12/2013
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Ratio
Ratio	2 : 5
Rights Issues/Offer Price

Remarks :

Holders of PPB’s Warrants (“Warrant Holders”) who wish to be entitled to the Bonus Shares should exercise their rights to subscribe for new PPB Shares by lodging their duly completed exercise forms together with the relevant subscription monies with PPB’s Share Registrar (at the address stated above) on or before 5.00 p.m. on 25 November 2013. This is to enable the new PPB Shares arising from such exercise to be allotted to the respective Warrant Holders such that their names will appear on the Record of Depositors for PPB Shares at 5.00 p.m. on the Entitlement Date. The adjustments to the exercise price of outstanding Warrants and number of Warrants as a consequence of the Proposed Bonus Issue will be effective from the commencement of the next day following the Entitlement Date in accordance with the provisions of the Deed Poll constituting the Warrants dated 15 September 2010 (“Adjustment”). A notification to the Warrant Holders setting out the details of the Adjustment will be despatched in due course. This announcement is dated 19 November 2013.

---

Announcement Info

Company Name	PERDANA PETROLEUM BERHAD
Stock Name	PERDANA -WA
Date Announced	19 Nov 2013
Category	Entitlements (Notice of Book Closure)
Reference No	MM-131119-55789

icy97

终止租赁合约 柏达纳1.6亿再买3拖船

财经新闻 财经  2013-11-23 11:07
（吉隆坡22日讯）柏达纳（PERDANA，7108，主板贸服股）宣布，终止拖船租赁合约后，再以5000万美元（约1亿6051万令吉）收购3艘拖船。

柏达纳向马交所报备，独资子公司Perdana Mercury公司，与Mount Bintang公司和Mount Bubu公司，终止3艘拖船的租约。

同时，柏达纳通过另一家独资子公司———Perdana Pluto有限公司，与Mount Bintang公司和Mount Bubu公司签署协议，以5000万美元收购以上3艘拖船。

柏达纳表示，终止与收购协议，将纳入拖船成为公司旗下资产，并转为大马船只。

柏达纳将以内部资金和银行贷款，融资收购行动。该公司此前取得约3400万美元（约1亿915万令吉）的再融资便利。

柏达纳在文告上也提到，终止租约可省下租金每年所承担的利率成本1000万令吉。

此外，公司的负债率从0.7倍，增加至0.9倍。[南洋网财经]

PERDANA PETROLEUM BERHAD

Type	Announcement
Subject	OTHERS
Description	Perdana Petroleum Berhad (“PPB” or the “Company”) - Termination of Bareboat Charter and Purchase of Vessels
Perdana Petroleum Berhad (“PPB” or the “Company”) - Termination of Bareboat Charter and Option arrangement on the Vessels The Board of Directors of PPB wishes to announce that Perdana Mercury Ltd (“PML”), a wholly-owned subsidiary of PPB, has on 21 November 2013, mutually agreed to terminate the bareboat charter arrangement with Mount Bintang LLC (“Mount Bintang”) and Mount Bubu LLC (“Mount Bubu”) on three vessels, i.e.  “Perdana Liberty”, “Perdana Frontier” and “Perdana Horizon” (“the Vessel”) (“the Termination”). On the same date, Perdana Pluto Ltd (“PPL”), a wholly-owned subsidiary of PPB, had entered into Memorandum of Agreements  with Mount Bintang and Mount Bubu to purchase the Vessels for approximately RM50.0 million.(“the Purchase”) Rationale The Termination and the Purchase will result in the recognition of the Vessels as assets of the PPB Group and hence converting the Vessels that are foreign flag to Malaysian flag. Source of Funding The purchase the Vessels would be funded by internally generated funds and bank borrowings. The PPB Group has secured re-financing facilities of approximately USD34.0 million to part finance the purchase of the Vessels. Financial Effects The Termination and the Purchase does not have any effect on the issued and paid-up share capital of PPB or the shareholdings of PPB’s substantial shareholders and the net assets per share. It will result in savings in terms of lease rental expense against interest cost and depreciation of about RM10.0 million per annum. The gearing ratio will increase from 0.7 times to 0.9 times. Directors' and Major Shareholders' Interest None of the Directors, major shareholders of PPB and/or persons connected with them has any interest, direct or indirect, in the Sale and Leaseback. Approval Required The Termination and the Purchase does not require PPB’s shareholders’ approval. Directors' Recommendation The Board of Directors of the Company is of the opinion that the Termination and the Purchase is in the best interest of PPB Group. This announcement is dated 22 November 2013.

Type	Announcement
Subject	OTHERS
Description	Perdana Petroleum Berhad (“PPB” or the “Company”) - Termination of Bareboat Charter and Purchase of Vessels (Correction to Purchase Consideration
With reference to the announcement made earlier, the Board of Directors of PPB wishes to correct the information of the purchase consideration of the Vessels which should read as approximately USD50.0 million instead of RM50.0 million.

Type	Announcement
Subject	OTHERS
Description	Perdana Petroleum Berhad (“PPB” or the “Company”) - Termination of Bareboat Charter and Purchase of Vessels (correction to Directors' and Major Shareholders' Interest part)
With reference to the announcement made on 22 November 2013, the Board of Directors of PPB wishes to correct the information on the Directors' and Major Shareholders' Interest which should read as "None of the Directors, major shareholders of PPB and/or persons connected with them has any interest, direct or indirect, inthe Termination and the Purchase of the Vessels". this announcement was made pursuant to Para 10.05 of the Listing requirements. This announcement is dated 27 November 2013.

icy97

长期合约加强动力 柏达纳明年增长势头俏

财经新闻 财经  2013-11-24 09:44
（吉隆坡23日讯）柏达纳（PERDANA，7108，主板贸服股）料能从油气领域新发展带来的合约中受益，如提高石油采收率技术（Enhanced Oil Recovery）计划、小型油田等。

柏达纳执行董事拿督许保荣日前表示，公司未来将协助提高石油采收率技术的项目，包括为小型油田进行永续发展，届时将会出现离岸支援船只的附带要求，因这些都属于离岸项目。

国家石油在9月份宣布已鉴定14个油田，属大马提高石油采收率技术计划，以解决日益减少的石油储量。

同时，国家石油也颁发总值高达100亿令吉的主要岸外连接、建筑与启动（HUCC）以及上层主要维修合约，预计都会让柏达纳从中受惠。

许保荣对《星报》表示，他预见未来将有许多强劲的需求，而具利基优势的海运供应商，最终将从中受益，届时将扩大船队以应付日益增加的活动。

船只使用率80%

不过，许保荣强调，柏达纳在购买新船只上相当谨慎，将视市场要求和未来需求而定，因他们是为未来而兴建船只，需求和情形在5年间都会出现转变。

截至2014年第二季，柏达纳将拥有18艘船只，船龄平均为4年。许保荣表示，柏达纳的船只使用率约80%，但在长期合约开始流入后，表现将获得提振。

无论如何，许保荣对公司能争取更多竞标持乐观看法，目前已为5艘船只进行竞标，结果料在年末或明年初出炉。

柏达纳目前手持14亿令吉订单，并正竞标5亿令吉的合约。

许保荣相信，柏达纳今年表现能达到市场预期，增长动力来自长期合约。

不过，由于长期合约才刚到位，旗下船只还未带来全面贡献。

“因此，我们预期明年盈利将比今年来得佳。”[南洋网财经]

icy97

PERDANA PETROLEUM BERHAD

Type	Announcement
Subject	OTHERS
Description	PERDANA PETROLEUM BERHAD (“PPB” OR “THE COMPANY”) ACQUSITION OF BALANCE 45% EQUITY STAKE IN PERDANA NAUTIKA SDN BHD
The Board of Directors of PBB wishes to inform that the Company has on 22 November 2013 acquired 225,000 ordinary shares of RM1.00 each in Perdana Nautika Sdn Bhd (PNSB) representing 45% equity stake in PNSB from Kelana Teroka Sdn Bhd (KTSB) for a cash consideration of RM975,000. PPB currently owns 55% of the entire issued and paid up capital of PNSB. Upon completion of the acquisition of the 45% equity stake from KTSB, PNSB will be a wholly owned subsidiary of PPB. None of the directors and/or major shareholders of PPB Group and/or persons connected with them have any interest, direct or indirect, in the above acquisition. This announcement is dated 26 November 2013.

Patani

请问这股发生什么问题 ？？？为什么跌这么多 ？

sschua1314

为什么跌这么多 ？

sunic

sschua1314 发表于 3-12-2013 07:42 PM
为什么跌这么多 ？

我也想知道~

icy97

红股虽侵蚀每股盈利 柏达纳长期租约撑托收益

财经新闻 财经  2013-12-05 12:18
（吉隆坡4日讯）柏达纳（PERDANA，7108，主板贸服股）红股昨日除权，促使股本扩大40%，肯纳格投资研究指出，虽然每股盈利将因此侵蚀31.9%，但所持的长期合约足以支撑中长期的稳健展望。

柏达纳8月献议以5送2红股的方式，发行最高2亿2260萬新股，经过昨日除权後，公司股本如今增至7亿2720萬股，扩大40%。

“随著红股的发行，2013至2014财年的每股盈利将受侵蚀31.9%，但我们的收益预估並不会有影响，整体而言，我们正面看待红股对加强股票流通量的效益。”

股价有19%上涨空间

虽然股本扩大促使该行将目标价格调低至1.70令吉，但因股价仍有19%的上涨空间，因此维持“超越大市”目标价格。

该股今日股价未有太大变动，闭市时报1.44令吉，上扬3仙或0.03%，成交量62萬5000股。

分析员也表示，目前柏达纳有10艘船租，约要到2018或2019年到期，另有三艘的租约限期为2014和2015年，只有4艘为短期租约，公司有信心能继续获得循环合约。

长期租约所带来的亮丽前景，亦获大众投资研究唱好，加上登记於纳闽的船只享有税务减免的福利，相信未来收益增长稳定，2014及2015财年或将录得大幅跃升。

“2013和2014财年开始将会有新船只，我们将2014及2015财年收益预估上修19%，並将目标价格从红股除权後的1.36令吉，上修至1.81令吉。”[南洋网财经]

icy97

PERDANA PETROLEUM BERHAD

Type	Announcement
Subject	NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) OTHER ISSUE OF SECURITIES
Description	PERDANA PETROLEUM BERHAD (“PPB”) BONUS ISSUE OF UP TO 222.6 MILLION NEW ORDINARY SHARES OF RM0.50 EACH IN PPB (“PPB SHARES”) (“BONUS SHARES”) TO BE CREDITED AS FULLY PAID-UP, ON THE BASIS OF TWO (2) BONUS SHARES FOR EVERY FIVE (5) EXISTING PPB SHARES HELD BY THE ENTITLED SHAREHOLDERS ON THE ENTITLEMENT DATE (“BONUS ISSUE”)
We refer to the announcements dated 27 August 2013, 11 October 2013, 31 October 2013, 1 November 2013 and 19 November 2013 in relation to the Bonus Issue. All abbreviations herein shall have the same meanings as those used in the abovementioned announcements unless stated otherwise. On behalf of the Board of Directors of PPB, CIMB Investment Bank Berhad wishes to announce that 207,775,515 Bonus Shares and 14,828,798 additional Warrants arising from the adjustments made in accordance with the provisions of the Deed Poll constituting the Warrants 2010/2015 dated 15 September 2010 consequential to the Bonus Issue will be listed and quoted on the Main Market of Bursa Securities at 9.00 a.m. on 6 December 2013. This announcement is dated 5 December 2013.

Instrument Type

Warrants

Description

Adjustments to the number of outstanding Warrants in Perdana Petroleum Berhad (“PPB”) and the exercise price for the Warrants in accordance with the provisions of the Deed Poll constituting the Warrants 2010/2015 (“Warrants”) dated 15 September 2010 consequential to a bonus issue of 207,775,515 new ordinary shares of RM0.50 each in PPB (“PPB Shares”) (“Bonus Shares”), to be credited as fully paid-up, on the basis of two (2) Bonus Shares for every five (5) existing PPB Shares held by shareholders of PPB whose names appear on PPB’s Record of Depositors as at 5.00 p.m. on 5 December 2013 (“Entitled Shareholders”) (“Entitlement Date”).

Listing Date	06/12/2013
Issue Date	27/10/2010
Issue/ Ask Price	MYR 0.0000
Issue Size Indicator	Unit
Issue Size in Unit	14,828,798

Maturity Date	26/10/2015
Revised Maturity Date
Exercise/ Conversion Period	5.00Year(s)
Revised Exercise/ Conversion Period
Exercise/Strike/Conversion Price	MYR 1.0000
Revised Exercise/Strike/Conversion Price	MYR 0.7100
Exercise/ Conversion Ratio	1 Warrant : 1 ordinary share
Revised Exercise/ Conversion Ratio
Mode of satisfaction of Exercise/ Conversion price	Cash
Settlement Type/ Convertible into	Physical (Shares)

Remarks :

We refer to the announcement dated 19 November 2013 in relation to the Proposed Bonus Issue. In accordance with the provisions of the Deed Poll constituting the Warrants dated 15 September 2010 consequential to the Proposed Bonus Issue, an additional 14,828,798 Warrants will be listed and quoted on the Main Market of Bursa Malaysia Securities Berhad on 6 December 2013 and the exercise price for the Warrants will be revised from RM1.00 to RM0.71 (“Adjustment”). Hence, in accordance with the provisions of the Deed Poll constituting the Warrants, the Adjustment will take effect on 6 December 2013, being the market day immediately after the Entitlement Date. A notification to the holders of the Warrants setting out the details of the Adjustment will be despatched in due course. This announcement is dated 5 December 2013.

icy97

柏達納轉盈‧展望標青

2013-12-27 17:30      
（吉隆坡27日訊）柏達納石油（PERDANA,7108,主板貿服組）在面對數年劣勢后轉虧為盈，并隨着旗下擴大船隊正按照計劃進行，海事支援領域經營環境良好，船只出租率與使用率皆獲得改善，料使該公司未來業務表現標青。

船只出租使用率改善

聯昌研究指出，柏達納石油最近接收其第十六艘船只，并將出租給達洋企業（DAYANG,5141,主板貿服組）供長期工程合約，使它在面對數年劣勢后突圍取得盈利。投資者可注意該公司未來業務表現，因將在明年接收更多新船只。

聯昌指出，該行將柏達納石油估值列入2015年財政年15.8倍水平，或等于大資本油氣領域平均本益比折價30%。預料2014年財政年的淨利有希望揚升，也是潛在重新估值的催化因素，并給予“加碼＂評級。

柏達納石油管理層最近在接受訪問時指出，該公司最近接收第十六艘船艦PerdanaProtector，預料2014年將接收額外兩艘船只。

擴大船隊按計劃進行

聯昌指出，柏達納石油的擴大船隊正按照計劃進行，海事支援領域經營環境良好，出租率與使用率皆改善。目前該公司旗下5千馬力的操錨供應拖輪，取得出租率約為每馬力2美元，比較去年介于1.50美元至1.80美元之間。

同時，該公司的2013年第三季的船只使用率揚升至83%，比較2012年第三季則僅為74%。

隨着Perdana Protector加入船隊，使該公司船隊平均年齡削減至4年以下水平。

該公司約65%的船只皆獲得長期租賃合約，包括該公司的大股東達洋企業在內，而PerdanaProtector也為達洋企業工作，即從2014年2月起進行長期出租。

柏達納石油在2013年5月間宣布，該公司從達洋企業取得5+1年的7億零500萬令吉的合約，以從2013年7月開始提供6艘船只的服務。

聯昌指出，隨着柏達納石油船只使用率及出租率獲得改善，該行建議累積其股票，以攫取2013年財政年轉虧為盈的利好。預料在增加船只后，該公司在2014年財政年表現將持續受看好。

該行預測，該公司2013年財政年淨利為5千584萬令吉，2014年為8千111萬令吉，以及2015年為9千146萬令吉。（星洲日報／財經）

icy97

券商買進心頭好．獲利前景轉好 必達石油評級獲上調

財經股市3 Jan 2014 20:49

券商：興業證券研究
合理價：1.80令吉

我們將必達石油（PERDANA，7108，主要板貿易）從“中立”上調至“買進”評級，因該公司自2012財年開始盈利轉好、油船使用率高達85%，及岸外支援船隻（OSV）持續獲得提振。

不過，該股在紅股除權后，將合理價稀釋至1.80令吉。

必達石油現有三用工作拖船（AHTS）團隊相較區域平均數據，屬年輕且具較高制動馬力團隊。該公司日租率持續上升趨勢，有利必達石油爭取租船收費。

股價有14%上升空間

另外，必達石油旗下兩艘小型三用工作拖船屬現貨租船，競爭激烈，此類油船供應遠高于其他船隻。包括工作船和駁船在內，該公司共有17艘油船，平均船齡為4年。

我們相信國內岸外支援船隻（OSV）需求在2014至2015財年持續正面，由領先指標扶持，包括馬石油岸外資本開銷、租船需求提升且營運環境有利于岸外支援船隻，加上潛在企業活動和大型岸外支援船隻業者進行首發股，有助扶持必達石油股價走勢。

在成本節省效應和稅率減半至7%，我們將必達石油2014至2015財年盈利預測上調19%和16%，同時預計旗下油船使用率維持在85%。

必達石油本財年料有4艘船進行海上適航檢查。在盈利提升和正面岸外支援船隻市場情緒下，我們相信必達石油股價仍有14%上升空間。

此外，該公司預計將另外有兩艘工作船，將在本財年首季和第3季交付。

必達石油3日（周五）股價走勢波動不大，休市平盤報1.58令吉，並以相同水平掛收，成交量為143萬4000股。[中国报财经]

icy97

必達納擴大船隊時機恰好

2014-01-10 17:48      
（吉隆坡10日訊）必達納石油（PERDANA，7108，主板貿服組）計劃今年進一步擴大其船隊，可能不止如預料中的2艘新船；分析員認為，隨著海事支援領域的營運環境亮麗，特別是船隻租金及使用率雙雙走高，該公司趁勢增購船隻，實是好時機。

聯昌研究指出，該公司去年杪接收其第16艘新工作駁船Perdana Protector，預料將在今年收購至少2艘新的工作駁船，包括Perdana Resolute及SK312，它們將出租給其最大股東――達洋企業（DAYANG，5141，主板貿服組）。

淨負債率僅0.6倍
尚有借貸空間

聯昌指出，必達納石油在良好時機迅速擴大船隊。目前船只出租率為每馬力2美元（為5千馬力的三用工作拖輪），比較去年則是介於1.50至1.80美元之間，而它們在2013年第三季的使用率走高至83%高峰，比較前期則為74%。

必達納石油目前的淨負債率僅為0.6倍，尚有進一步借貸的空間，特別是新船擁有現成的客戶，包括達洋將長期租用至少1艘的新船只。

目前必達納石油旗下65%船只是供長期租用，為它提供穩定盈利收入；每艘新船料每年為它帶來500萬令吉的淨利。

聯昌建議累積必達納石油股票，主要是經營環境改善。在2013財政年的強勁轉盈，預料此趨勢將可持續至2014財政年。該公司船只平均年齡少過4年，為本地船隊年齡最低的海事支援公司。

聯昌預測必達納石油2013年淨利為5千584萬，2014年為8千111萬，以及2015年為9千146萬令吉；給予“加碼“評級，目標價2令吉，或等於2015財政年預測本益比15.8倍，為大資本油氣股平均預測本益比的30%折扣水平，預料2014財政年淨利走高，成為價值重估的催化因素。（星洲日報／財經‧報道：李文龍）

icy97

柏达纳获租船合约

财经 2014年1月16日
（吉隆坡16日讯）柏达纳石油（PERDANA，7108，主板贸服股）週四通过文告宣布，其独资子公司--Perdana Nautika私人有限公司获得塔里斯曼（大马）公司（Talisman (Malaysia)Ltd）颁发一份价值5000万令吉 的租船合约。        

合约內容主要是提供一艘拖引供应油船（AHTS）予塔里斯曼（大马）公司，该合约將从2013年12月10日开始，为期一年，並且在合约届满后，可以选择续约一年。

据文告指出，这项合约预计会对柏达纳石油2014財政年（截至12月31日止）营业额和净利带来正面的贡献，但是不会对柏达纳石油的负债率和每股净资產带来任何的影响。[东方网财经]

Type	Announcement
Subject	OTHERS
Description	PERDANA PETROLEUM BERHAD (“PPB” OR “THE COMPANY”) LETTER OF AWARD FOR THE PROVISION OF 1 AHTS VESSEL FOR TALISMAN MALAYSIA LIMITED
INTRODUCTION The Board of PPB is pleased to announce that Perdana Nautika Sdn Bhd (“PNSB”), a wholly-owned subsidiary company of PPB, has accepted the letter of award (the “LOA”) dated 10 January 2014 from Talisman Malaysia Limited for the charter of one (1) unit of Anchor Handling Tug Supply (AHTS) vessel (the “Contract”). DURATION OF CONTRACT The charter will run effective from 10 December 2013 for a period of one (1) year with extension option of an additional year. RISK FACTORS The risks associated with the Contract are normal operational risks which can be mitigated through PPB Group’s system of project management and internal business controls. FINANCIAL EFFECTS The LOA is valued at approximately RM50.0 million and is expected to contribute positively to the revenue and earnings of PPB Group for the financial year ending 31 December 2014 and the financial periods thereafter for the duration of the Contract. There will be no effect on the gearing of the PPB Group and the Contract will not have material effect on the net asset per share for the financial year ending 31 December 2014. DIRECTORS AND MAJOR SHAREHOLDERS’ INTEREST None of the Directors and/or major shareholders of the Company or persons connected with them have any interest, directly or indirectly in the said Contract. DIRECTORS’ STATEMENT The Board of PPB is of the opinion the acceptance of the Contract is in the best interest of PPB. This announcement is dated  16 January 2014.