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楼主: neoneo2008

【TAS 5149 交流专区】同益岸外

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发表于 25-10-2013 01:48 AM | 显示全部楼层
同益岸外受惠油氣業好景

2013-10-24 17:20
(吉隆坡24日訊)同益岸外(TAS,5149,主板工業產品組)首季業績搶眼,分析員繼續看好該公司將從油氣業的蓬勃發展中受惠。

興業研究指出,雖然該公司首季核心淨利530萬令吉僅佔全年預測的23%,歸咎於銷售進賬減少,但他們並不過於擔憂,繼續保持財測。

該行補充,一般上,該公司只會在交接船艦後,才將銷售額納進賬目,因此相信未來數季這類款項將會增加。

該公司手握3億7千200萬令吉的龐大訂單,相等於2013財政年營業額的2.7倍。

分析員說:“據瞭解,該公司仍積極與潛在客戶洽商更多合約。本月初,該公司以3千800萬令吉賣出一艘三用工作船(AHTS)予新的印尼客戶,反映他們有能力開拓印尼油氣市場,擴大客戶基礎。”

該公司截至8月止首季營業額提高66.8%至2千964萬4千令吉,帶動淨利增加超過兩倍至853萬2千令吉。分析員指出,季度表現強穩歸功於330萬令吉貿易應收款項虧損回撥,以及180萬令吉的外匯賺益。

“即使扣除虧損回撥,該公司淨利依然強勁增長95%。”

有鑒於此,該行維持“買進”評級,目標價調高至1令吉57仙。

“該公司擁有龐大訂單、油氣業展望正面、納閩低稅機制等利好,基本面依舊穩健。”(星洲日報/財經‧報道:王寶欽)
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发表于 20-1-2014 10:52 PM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
30/11/2013
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/11/2013
30/11/2012
30/11/2013
30/11/2012
$$'000
$$'000
$$'000
$$'000
1Revenue
49,042
30,719
78,686
48,491
2Profit/(loss) before tax
9,463
3,593
19,681
7,314
3Profit/(loss) for the period
7,265
2,420
15,797
5,125
4Profit/(loss) attributable to ordinary equity holders of the parent
7,265
2,420
15,797
5,125
5Basic earnings/(loss) per share (Subunit)
4.13
1.38
8.98
2.91
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 ($$)
0.9167
0.8458
Definition of Subunit:
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发表于 10-3-2014 09:19 PM | 显示全部楼层
同益岸外握3.3億訂單盈利增

2014-03-10 17:36      
(吉隆坡10日訊)同益岸外(TAS,5149,主板工業產品組)截至今年2月獲3億3千萬令吉訂單,其計劃式生產(BTS)模式獲取更優渥賺益,大型船隻在納閩打造享受低稅率,興業研究預測其2015財政年盈利大增。

分析員預測,2014年5月截止財政年,淨利料由1千350萬令吉大增至2千300萬令吉,有望每股派3仙股息,2015財政年獲利2千570萬令吉。

興業說,同益岸外正準備攫取更多訂單,進軍印尼油氣業前景亮麗,印尼油氣業去年有驕人業績,正洽商未來兩年供應更多油氣船。

“去年起為中型船隻採用計劃式生產(BTS)模式,這可獲更高賺益,一般是造了近50至60%後,便與客戶談商,因等候期縮短。”

同益岸外每年約建5艘油氣船隻,一些則下半年需快速交貨,預期2015財政年盈利大增。

“未來造更大型船隻其獨資子公司,將在納閩營運,納閩實際稅率15%,預料2015財政年進賬可獲更大盈利。”

分析員看好油氣業前景,其強勁基本面尤受看好,更受強勁盈利成長潛能築底,BTS和納閩低稅率帶來“利多”,維持“買進”評級,目標1令吉57仙。2014財政年每股盈利13.1仙,或本益比12倍,為4年平均本益比16倍的25%折價。(星洲日報/財經‧報道:張啟華)
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发表于 15-3-2014 04:04 AM | 显示全部楼层
同益岸外 獲造船合約1320萬

企業財經14 Mar 2014 20:34
(吉隆坡14日訊)同益岸外(TAS,5149,主要板工業)宣布子公司獲得一項造船合約價值1320萬令吉。

該公司今日向馬證交所報備,上述拖船將售于一個新海外客戶,預計將可在2015年4月交付。

此外,同益岸外指上述合約,料為公司截至2014財年及2015財年5月31日的盈利和淨資產作出正面貢獻。

同時,同益岸外表明,沒有任何董事或主要股東,間接或直接與上述合約有利益關係。【中国报财经】

Type
Announcement
Subject
OTHERS
Description
VESSEL SALES WORTH APPROXIMATELY RM13.2 MILLION SECURED
TAS Offshore Berhad is pleased to announce that its wholly-owned subsidiary has secured a contract for the sale of one unit of Utility Tug with value of approximately RM13.2 million.

The vessel was sold to one of our new foreign customers. The vessel is expected to be delivered in April 2015.

The revenue generated from the contract is expected to contribute positively to the earnings and net assets of TAS Group for financial year ending 31 May 2014 and 2015.

None of the Directors and/or major shareholders of TAS Offshore Berhad or persons connected to them have any interest, direct or indirect, in the above contract.
本帖最后由 icy97 于 15-3-2014 04:29 AM 编辑

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发表于 24-4-2014 03:15 AM | 显示全部楼层
第3季淨利翻倍 同益岸外派息2仙

財經股市23 Apr 2014 23:00
(吉隆坡23日訊)同益岸外(TAS,5149,主要板工業)本財年截至2月底第3季營業額按年暴漲1.8倍至1億1429萬令吉,淨利上漲99%至1046萬令吉,並宣布每股派發2仙股息。

同益岸外向馬證交所報備,首3季營業額按年上漲1倍至1億9298萬令吉,淨利暴漲1.5倍,報2625萬令吉。

根據報備文件指出,該公司第3季獲得高收益,主要因為完成和交付了兩艘錨處理拖船、一艘港口拖船和兩艘拖船。

該公司指出,隨著人口增長和生活水平提高,對油氣的需求將逐漸提高。

“我們預計一些如印尼、大馬和越南等國家的油氣業發展,將需要更多海上支援船。我們樂觀看待海上支援船需求的前景。”

該公司今日與業績一同宣佈,將派發每股2仙股息,派息日期落在6月12日。【中国报财经】


SUMMARY OF KEY FINANCIAL INFORMATION
28/02/2014
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
28/02/2014
28/02/2013
28/02/2014
28/02/2013
$$'000
$$'000
$$'000
$$'000
1Revenue
114,290
41,120
192,976
89,612
2Profit/(loss) before tax
12,280
6,114
31,962
13,428
3Profit/(loss) for the period
10,455
5,250
26,253
10,376
4Profit/(loss) attributable to ordinary equity holders of the parent
10,455
5,250
26,253
10,376
5Basic earnings/(loss) per share (Subunit)
5.95
2.98
14.93
5.90
6Proposed/Declared dividend per share (Subunit)
2.00
0.00
2.00
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 ($$)
0.9764
0.8458

本帖最后由 icy97 于 25-4-2014 03:26 AM 编辑

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发表于 24-4-2014 03:54 AM | 显示全部楼层
EX-date
12/05/2014
Entitlement date
15/05/2014
Entitlement time
05:00:00 PM
Entitlement subject
Interim Dividend
Entitlement description
two (2) sen per ordinary share single-tier interim dividend.
Period of interest payment
to
Financial Year End
31/05/2014
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
Symphony Share Registrars Sdn Bhd
Level 6 Symphony House
Pusat Dagangan Dana 1
Jalan PJU 1A/46
47301 Petaling Jaya
Selangor Darul Ehsan
Tel: 03-7841 8000
Fax No. : 03-7841 8151
Payment date
12/06/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
15/05/2014
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
Currency
Currency
Malaysian Ringgit (MYR)
Entitlement in Currency
0.02

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发表于 24-4-2014 04:12 PM | 显示全部楼层
今天RHB出了最新的目标价:2.19
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发表于 24-4-2014 04:35 PM | 显示全部楼层
我看了他的报导,觉得还是挺有信心的
本帖最后由 weewow 于 24-4-2014 04:37 PM 编辑

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发表于 24-4-2014 04:39 PM | 显示全部楼层
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发表于 18-7-2014 03:59 AM | 显示全部楼层
同益岸外净利滑18%

财经新闻 财经  2014-07-18 10:49
(吉隆坡17日讯)同益岸外(TAS,5149,主板工业产品股)截至5月底末季,净利达253万2000令吉,按年下滑17.8%,上财年为308万令吉。

营业额则涨26.7%,报6129万5000令吉,上财年为4838万5000令吉。

同时,由于船只完工交货的贡献显现于第三季,全年净利暴涨1.14倍,报2878万5000令吉;营业额大起84.3%,报2亿5427万1000令吉。

目前油气领域蓬勃发展,岸外支援船等需求高,加上订单稳健,因此同益岸外对未来展望保持乐观。

委任新主席

同益岸外也宣布,委任拿督莫哈末瑟普安为公司主席。【南洋网财经】

SUMMARY OF KEY FINANCIAL INFORMATION
31/05/2014
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/05/2014
31/05/2013
31/05/2014
31/05/2013
$$'000
$$'000
$$'000
$$'000
1Revenue
61,295
48,385
254,271
137,996
2Profit/(loss) before tax
2,342
3,279
34,304
16,706
3Profit/(loss) for the period
2,532
3,080
28,785
13,455
4Profit/(loss) attributable to ordinary equity holders of the parent
2,532
3,080
28,785
13,455
5Basic earnings/(loss) per share (Subunit)
1.44
1.75
16.37
7.65
6Proposed/Declared dividend per share (Subunit)
0.00
2.00
2.00
2.00


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 ($$)
0.9705
0.8458

本帖最后由 icy97 于 20-7-2014 05:23 PM 编辑

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发表于 18-7-2014 04:23 AM | 显示全部楼层
Date of change
17/07/2014
Name
DATU HAJI MOHAMMED SEPUAN BIN ANU
Age
68
Nationality
Malaysian
Type of change
Appointment
Designation
Chairman & Director
Directorate
Independent & Non Executive
Qualifications
Datu Haji Mohammed Sepuan Bin Anu graduated from Cranfield University of the United Kingdom in 1977 with a Bachelor of Science (Hons) in Agricultural Engineering.
Working experience and occupation
Datu Haji Mohammed Sepuan Bin Anu started his career as an Assistant Agriculture Officer in the Department of Agriculture Sarawak in 1968. He was appointed as Director of the Integrated Agriculture Development Project Samarahan in 1994 and later served as Director of Agriculture from 2001 until March 2006. He later served as an Agriculture Advisor in the Ministry of Modernisation of Agriculture till April 2007. Datu Haji Mohammed Sepuan Bin Anu was appointed as the Company’s Independent Non-Executive Chairman from 1 June 2009 until 27 January 2011 when he had to leave the Company to serve as a member of the Public Service Commission of Malaysia from 2011 to 2014.
Directorship of public companies (if any)
Nil
Family relationship with any director and/or major shareholder of the listed issuer
Nil
Any conflict of interests that he/she has with the listed issuer
Nil
Details of any interest in the securities of the listed issuer or its subsidiaries
Direct Interest of 15,000 shares of RM0.50 each in the company.

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发表于 21-7-2014 06:10 PM | 显示全部楼层
TAS OFFSHORE BERHAD

Date of change
17/07/2014
Name
DATUK LAU NAI HOH
Age
63
Nationality
Malaysian
Type of change
Redesignation
Previous Position
Chairman & Managing Director
New Position
Managing Director
Directorate
Executive
Qualifications
N/A
Working experience and occupation
Datuk Lau Nai Hoh has approximately 23 years of experience in the marine industry. He established Tuong Aik (Sarawak) Sdn Bhd in late 1977 dealing initially with marine paint and hardware but ventured into ship repairing and shipbuilding activities in the early 1990s. In early 2002, he established Tuong Aik Shipyard Sdn Bhd, a company specialised in building various types of Tugboats to cater for the needs of the mining, timber and oil and gas industries, to take over the shipbuilding and repairing activities from Tuong Aik (Sarawak) Sdn Bhd. Datuk Lau primarily responsible for planning and developing the strategic business direction.
Directorship of public companies (if any)
Nil
Family relationship with any director and/or major shareholder of the listed issuer
He is major shareholder of TAS Offshore Berhad and the father of Lau Choo Chin, the Deputy Managing Director of TAS Offshore Berhad.
Any conflict of interests that he/she has with the listed issuer
Nil
Details of any interest in the securities of the listed issuer or its subsidiaries
Direct Interest of 90,525,671 shares of RM0.50 each in the company
Indirect Interest of 1,281,317 shares of RM0.50 each in the company

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发表于 21-7-2014 08:04 PM | 显示全部楼层
末季淨利挫18% 同益岸外跌13仙

財經股市18 Jul 2014 21:54
(吉隆坡18日訊)同益岸外(TAS,5149,主要板工業)末季淨利按年挫18%,拖累該股走勢,一度挫16仙或10%,報1.43令吉。

但該公司訂單量良好,興業證券研究看好公司基本面強勁,計劃式生產(Build-to-Stock)模式和油氣前景成長將帶來潛在淨利成長動力。

同益岸外受累于末季淨利下滑,開盤先跌12仙至1.47令吉,隨后持續下跌,挫16仙,報1.43令吉。休市時,該股報1.44令吉,挫15仙,半日成交量報621萬5300股。

閉市時,該股報1.46令吉,跌13仙,成交量931萬800股。

根據興業證券研究,公司2014財年業績較預期遜色,2880萬令吉淨利佔全年預測的95%。整體而言,公司業績已充分展現出高淨利產品組合和穩定訂單。

“截至今年6月底,同益岸外總訂單達3億3000萬令吉,展望未來,我們相信公司將可進一步從計劃式生產模式中獲益。我們了解公司目前積極與潛在客戶商談著多份合約,目前公司在計劃式生產模式下已建造5艘船隻,完成55%工作。”

估計上述船隻會在10個月左右完成,如公司可銷售這些計劃式生產船隻,將大力推動公司2015財年下半年淨利。該行給予“買入”評級,目標價2.19令吉。【中国报财经】
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发表于 22-7-2014 11:34 PM | 显示全部楼层
渗入岸外供应船市场 同益岸外放眼更多印尼订单

财经新闻 财经  2014-07-22 11:53
(古晋21日讯)砂拉越造船商同益岸外(TAS,5149,主板工业产品股)于去年渗入印尼岸外供应船(OSV)市场后,放眼取得更多订单。

同益岸外董事经理拿督刘乃好向《星报》透露,公司即将与印尼现有客户签约,供应3艘锚拖供应船(AHTS)。

他表示,印尼两个客户分别于去年3月及10月订货,目前已经各自收到1艘锚拖供应船。

“我们正与一些有兴趣的外国单位进行深入洽谈,以供应3艘岸外供应船。”

阿联酋打响名堂

多年来,同益岸外在阿联酋(UAE)打响了名堂,供应超过20艘岸外供应船。

截至5月杪财年,该公司营业额按年劲飙84.3%,至2亿5430万令吉,上财年为1亿3800万令吉,归功于岸外供应船与其他款式船只的销量剧增。

阿联酋市场销售额达1亿60万令吉,占总营业额约40%;印尼与新加坡则分别贡献7540万及3670万令吉。

圣文森特市场销售额则有3230万令吉,及本地销售额为930万令吉。

全年净利则从上财年的1350万令吉,按年劲弹1.13倍,至2880万令吉。

刘乃好指出,目前该公司正在中国知名造船厂,制造6艘岸外供应船,预计可在今年杪或明年出售,每艘船售价介于1200万至1500万美元(3818万至4773万令吉)。”【南洋网财经】
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发表于 23-9-2014 03:24 AM | 显示全部楼层
同益岸外展開1.2億計劃 聯營建造岸外支援船

企業財經22 Sep 2014 23:08
(吉隆坡22日訊)同益岸外(TAS,5149,主要板工業)宣布與中國商人展開總值1億2200萬令吉的聯營合作計劃,先建后售岸外支援船。

該公司向馬證交所報備指出,已透過子公司同益創投與中國商人陳百航(譯音)聯營建造岸外支援船,並計劃在中國出售該船隻。

文告指出,同益岸外將持有該聯營公司60%股權,余下則由陳百航持有,脫售船隻所得支付所有成本后,將以相同比例支付公司及陳百航;聯營計劃預計2016年底完成,並貢獻至2015財年及2016財年。

該公司看好石油與天然氣領域需求強勁,相信這項合作計劃前景,並有助公司快速發展,同時減低業務風險。

文告指出,陳百航在中國擁有交通公司及建築公司,同時亦建造及出租岸外船隻。【中国报财经】

Type
Announcement
Subject
OTHERS
Description
Joint Venture Between TA Ventures (L) Ltd and Chan Baihang for the Building and Sale of Offshore Support Vessels (“Joint Venture”)
1.              INTRODUCTION
The Board of Directors of TAS Offshore Berhad (TAS) wishes to announce that its wholly owned subsidiary TA Ventures (L) Ltd had on 19 September2014 entered into a Joint Venture Agreement (JV) with Chan Baihang to build and sell offshore support vessels.

2.              DETAILS OF THE JOINT VENTURE
TA Ventures (L) Ltd had entered into a Joint Venture Agreement with Chan Baihang for the construction of offshore support vessels in China for sale, whereby Chan Baihang will make financial contribution of forty percent (40%) towards the respective payments due under the building contracts for the vessels whereas TA Ventures (L) will contribute the remaining sixty percent (60%) thereto.

The proceeds from sale of these vessels after making payments to the Shipyard in China per building contract and the incidental related expenses, will be distributed in the ratio of sixty percent (60%) to TA VENTURES (L) Ltd and forty percent (40%) to Chan Baihang.

3.              INFORMATION ON CHAN BAIHANG
Chan Baihang, a businessman hails from Guangdong, China, is involved in numerous businesses.  He owns transportation companies, construction firm, and is also involves with both chartering and building for sale of offshore vessels.

4          ESTIMATED TOTAL COST OF PROJECT
The estimated total cost of the Joint Venture is around Ringgit Malaysia One Hundred and Twenty Two million.

5.              RATIONALE FOR THE JOINT VENTURE
TAS Group is involved with built to stock operation.  This operation is capital intensive and the Joint Venture will enable TAS Group to move faster in this direction and at the same time minimise the risk exposure to this operation.

6.              PROSPECTS OF THE JV
Built-to stock operation results in shorter delivery period for the prospective buyers.  The JV will enable TAS to move further and faster in this operation mode.  The vessels concerned are in demand by the oil and gas industry and thus, we foresee a good prospect for this JV.

7.              RISK FACTOR
The Directors do not foresee any extraordinary or material risk factors pertaining to the JV, save for the business/operating risks normally associated with the shipbuilding industry.

8.              EFFECTS OF THE JV

8.1      Share Capital and substantial shareholders’ shareholdings
The JV will not have any effect on the issued and paid-up share capital of TAS as well as the substantial shareholders’ shareholdings in TAS.

8.2       Earnings and earnings per share
The JV is expected to contribute positively to TAS's earnings for the financial years ending 31 May 2015 and 2016.

8.3       Net assets and Gearing
The JV is not expected to have any material effect on the net assets per share and gearing of TAS for the financial year ending 31 May 2015.

9.              APPROVALS REQUIRED
The JV is not subject to the approval of shareholders of TAS nor any relevant authorities.

10.          DIRECTORS AND MAJOR SHAREHOLDERS’ INTEREST AND PERSONS CONNECTED TO DIRECTORS AND MAJOR SHAREHOLDERS
None of the directors, major shareholders or persons connected with them has any interest, direct or indirect, in the Joint Venture.

11.          ESTIMATED TIMEFRAME FOR COMPLETION
Barring any unforeseen circumstances, the JV is expected to be completed by the end of 2016.

12.          BOARD OF DIRECTORS STATEMENT
Having considered the rationale and all other aspects of the JV, the Board of Directors of TAS is of the opinion that the JV is in the best interest of TAS.

This announcement is dated 22 September 2014.
本帖最后由 icy97 于 23-9-2014 04:46 AM 编辑

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发表于 22-10-2014 05:46 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31/08/2014
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/08/2014
31/08/2013
31/08/2014
31/08/2013
$$'000
$$'000
$$'000
$$'000
1Revenue
76,318
29,644
76,318
29,644
2Profit/(loss) before tax
6,507
10,218
6,507
10,218
3Profit/(loss) for the period
5,451
8,532
5,451
8,532
4Profit/(loss) attributable to ordinary equity holders of the parent
5,451
8,532
5,451
8,532
5Basic earnings/(loss) per share (Subunit)
3.10
4.85
3.10
4.85
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 ($$)
0.9997
0.9705

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发表于 24-10-2014 05:14 PM | 显示全部楼层
同益岸外净利挫36%
财经新闻 财经  2014-10-24 10:49
http://www.nanyang.com/node/657564?tid=462

(吉隆坡23日讯)同益岸外(TAS,5149,主板工业产品股)截至8月31日首季净利按年挫36.11%,至545万1000令吉,或每股盈利3.1仙。

上财年同期净利报853万2000令吉,相等于每股净赚4.85仙。

首季营业额增幅则高达157.45%,从上财年同期的2964万4000令吉,扬至7631万8000令吉。

根据文告,公司在当季出售了4艘拖船(tugboat)和1艘锚拖供应船(AHTS),推高营业额表现。

公司订单稳健,基于市场未来会提升深海岸外支援船(OSVs)的需求,同益岸外对营运前景保持乐观。
本帖最后由 icy97 于 27-10-2014 06:44 PM 编辑

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发表于 28-10-2014 04:53 AM | 显示全部楼层
券商買進心頭好.股價具67%揚升空間 同益岸外基本面佳

財經股市23 Oct 2014 23:50

券商 :興業證券研究
目標價:1.42令吉

同益岸外(TAS,5149,主要板工業)業績符合預測,加上股價具67%上漲空間,我們維持“買進”評級。

該公司截至8月底2015財年首季營業額和淨利,分別占我們的全年預測的24%和18%。首季營業額上揚1.6倍至7632萬令吉;淨利下滑36%至545萬令吉。

該公司9月份宣布,與中國商人陳百航(譯音)聯營,以計劃式生產(Build-to-Stock)模式,建造岸外支援船。

同益岸外指出,計劃式生產模式需要投入龐大資金,上述聯營可讓公司達到計劃式生產模式的目標,亦降低運作風險。

我們仍然看好該公司基本面,因為看漲岸外支援船隻(OSV)的需求,以及健康的合約訂單。

不過,考量到更低賺幅,我們將2015至2016財年的淨利預測下修介于5%至11%之間。

根據2015財年9.5倍本益比,我們目標價格從1.60令吉,下修至1.42令吉,但維持“買進”評級。

雖然下調目標價格,但根據1.42令吉目標價,仍提供67.1%的成長空間。

週四(23日)閉市升4.5仙至89仙,交易213萬2600股。【中国报财经】
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发表于 29-10-2014 12:18 AM | 显示全部楼层
岸外支援船需求强劲 同益岸外获益匪浅

二零一四年十月二十四日 晚上十一时二十七分
(诗巫24日讯)同益岸外有限公司(TAS,5149,工业产品组)有信心,市场对于具有较先进技术专门在深海作业的岸外支援船(OSVs)需求将会上升,料在15财政年积极地为集团贡献盈利。

它还认为,浅水作业的OSVs需求也将保持坚挺。

该集团董事经理拿督刘乃好表示:“我们通过专注造船活动和发掘新市场,来提升市场份额的增长。”

他在出席集团常年股东大会后发表声明说:“目前,我们手上持有约3亿3000万令吉的订单。”

“此外,我们的存货生产商业模式进展顺利,将集团推进至一个有利位置,以满足市场对OSVs的需求,以及买家要求OSVs在较短的交货期需求。”

他称:“现在,我们的存货生产总值约达5亿令吉。”

刘氏指出,虽然目前原油价格已经从每桶110美元下降至82美元,这仍将继续推动主要产油国来维持产量,如果它们不增加的话,强劲的勘探支出尤其是生产费用将会出现。

“因此,市场对于现代化自升式钻井平台的需求增加,导致岸外平台支援船和手作抛锚拖船(AHTS)的需求更大。”

他透露:“我们也希望印尼、缅甸和大马将会推行一些岸外发展。”

该集团在截至2014年5月31日止财政年,总共交付14艘船,当中包括10艘拖船、2艘港口拖船,以及2艘AHTS。

对于集团在2014财政年的表现时,刘氏说,税前盈利增加1760万令吉至3430万令吉,而税后利润则上升至2880万令吉。

业绩获改善,主要是受惠于旗下全资子公司TA Ventures(纳闽)有限公司的贡献,后者自去年起在纳闽开始运作。

他补充:“业绩获改善使到我们能够取得每股16.37仙的较佳盈利,而每股净资产值从2013财政年的84.58仙上升7.65仙至97.05仙。”【光华日报财经】
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发表于 17-1-2015 05:01 AM | 显示全部楼层
本帖最后由 icy97 于 18-1-2015 12:37 AM 编辑

同益岸外次季赚415万

财经新闻 财经  2015-01-17 11:00
(吉隆坡16日讯)同益岸外(TAS,5149,主板工业产品股)截至2014年11月30日第2季,净赚415万1000令吉,按年跌43%,营业额则报5128万1000令吉,增4.5%。

按季相比,税前盈利下跌35%,营业额下跌33%,主要是因为上季出售了4艘拖船和1艘锚拖供应船,推高当季的业绩。

油气集团因油价剧跌而在今年削减资本开销20%,同益岸外预计,油气船需求短期将会下降,但长远来说,当低效率的生产商被淘汰后,油价将会回稳。

在首半年,该公司取得960万2000令吉,按年跌39%,不过营业额则大增62%,至1亿2759万9000令吉。【南洋网财经】

SUMMARY OF KEY FINANCIAL INFORMATION
30/11/2014
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/11/2014
30/11/2013
30/11/2014
30/11/2013
$$'000
$$'000
$$'000
$$'000
1Revenue
51,281
49,042
127,599
78,686
2Profit/(loss) before tax
4,223
9,463
10,731
19,681
3Profit/(loss) for the period
4,151
7,265
9,602
15,797
4Profit/(loss) attributable to ordinary equity holders of the parent
4,151
7,265
9,602
15,797
5Basic earnings/(loss) per share (Subunit)
2.36
4.13
5.46
8.98
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 ($$)
1.0313
0.9705

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