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【SAPNRG 5218 交流专区】（前名 SENERGY）
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发表于 16-4-2014 02:27 AM
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| SAPURAKENCANA PETROLEUM BERHAD |
Particulars of substantial Securities HolderName | Employees Provident Fund Board | Address | Tingkat 19
Bangunan KWSP
Jalan Raja Laut
50350 Kuala Lumpur | NRIC/Passport No/Company No. | EPF ACT 1991 | Nationality/Country of incorporation | Malaysia | Descriptions (Class & nominal value) | Ordinary shares of RM1.00 each | Name & address of registered holder | Citigroup Nominees (Tempatan) Sdn. Bhd.
Level 42, Menara Citibank
165 Jalan Ampang
50450 Kuala Lumpur
Employees Provident Fund Board
Employees Provident Fund Board (HDBS)
Employees Provident Fund Board (AM INV)
Employees Provident Fund Board (CIMB PRI)
Employees Provident Fund Board (TEMPLETON) |
Details of changesCurrency: Malaysian Ringgit (MYR) | Type of transaction | Date of change | No of securities | Price Transacted (RM) | | Acquired | 10/04/2014 | 63,000,000 |
| | Acquired | 10/04/2014 | 3,156,500 |
| | Acquired | 10/04/2014 | 941,600 |
| | Acquired | 10/04/2014 | 2,203,900 |
| | Acquired | 10/04/2014 | 3,700,000 |
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Circumstances by reason of which change has occurred | Acquired | Nature of interest | Direct | Direct (units) | 770,108,389 | Direct (%) | 12.85 | Indirect/deemed interest (units) | 0 | Indirect/deemed interest (%) | 0 | Total no of securities after change | 770,108,389 | Date of notice | 11/04/2014 |
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发表于 17-4-2014 05:32 PM
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| SAPURAKENCANA PETROLEUM BERHAD |
Particulars of substantial Securities HolderName | Seadrill Limited | Address | PO Box HM 1593
Par-La-Ville Place
14 Par-La-Ville Road
Hamilton, HM 08
Bermuda | NRIC/Passport No/Company No. | 36832 | Nationality/Country of incorporation | Hamilton, Bermuda | Descriptions (Class & nominal value) | Ordinary shares of RM1.00 each | Name & address of registered holder | HSBC Nominees (Asing) Sdn Bhd
Exempt AN for Danske Bank A/S (Client Holdings)
No. 2 Leboh Ampang
50100 Kuala Lumpur |
Details of changesCurrency: Malaysian Ringgit (MYR) | Type of transaction | Date of change | No of securities | Price Transacted (RM) | | Disposed | 15/04/2014 | 230,000,000 |
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Circumstances by reason of which change has occurred | Sale of Shares | Nature of interest | Direct | Direct (units) | 490,329,691 | Direct (%) | 8.18 | Indirect/deemed interest (units) |
| | Indirect/deemed interest (%) |
| | Total no of securities after change | 490,329,691 | Date of notice | 15/04/2014 |
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发表于 16-5-2014 02:26 AM
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沙布拉肯查纳获3.1亿美元合约
财经 2014年5月15日
（吉隆坡15日讯）沙布拉肯查纳石油（SKPETRO，5218，主板贸服股）旗下两间子公司同事宣布获得4项合约，总值约3亿1200万美元。
沙布拉肯查纳钻孔有限公司获得CNR国际的提供海上钻井平台和服务合约，主要是由前者提供旗下的SKDT-20钻机来进行以上工程。
接著，TL近海私人有限公司与荷兰Heerema海事承包商签下租船协议，提供指令安装船SK1200予位於俄国的ARKUTU-DAGI。
另外，TL近海私人有限公司也从英国天然气勘探与生產印度有限公司Mukta B平台和管道工程Larsen & Toubro有限公司所派发的外包合约。
在合约，该公司负责提供运输和安装的外套，上部和管道。
最后，SapuraAcergy私人有限公司也成功获得了由婆罗的TOTALE＆PB.V.颁发的Maharaja Lela南部计划，而该公司將负责工程、採购、供应、施工、预调试、运输和安装相关的海上平台和管道工程，以及相关的援助来协助启动。
这项工程预计在20个月內完成。
沙布拉肯查纳在文告透露，这几项工程將可为2015財政年（截至1月31日）作出正面的推动力。不过，）沙布拉肯查纳石油股价今日下跌2仙或0.464%，至4.29令吉的闭市价。【东方网财经】
Type | Announcement | Subject | OTHERS | Description | SAPURAKENCANA PETROLEUM BERHAD
- AWARD OF CONTRACTS | The Board of Directors of SapuraKencana Petroleum Berhad (“SapuraKencana” or “Company”) (“Board”) is pleased to announce that the following companies within the SapuraKencana Group have been awarded the following contracts:
(I) Drilling Division SapuraKencana Drilling Holdings Limited, a wholly-owned subsidiary, has been awarded a contract for the provision of offshore drilling rig and services by its Tender Assist Drilling Rig “SKD T-20’’ (“SKD T-20”) by CNR International (Côte d'Ivoire) S.A.R.L. (“CNRI”) (“CNRI Contract”). The CNRI Contract comprises the provision of SKD T-20 for wells in the Espoir Field in Block CI-26 offshore Côte d'Ivoire. The drilling programme includes drilling, side-tracking, completion and other associated works, where applicable. The CNRI Contract is for a primary term of ten firm wells to be completed in not less than 365 days, followed by four single well options to be exercised at CNRI’s sole discretion.
(II) Offshore Construction and Subsea Services Division (i) TL Offshore Sdn Bhd (“TLO”), a wholly-owned subsidiary, has executed a Charter Party Agreement with Heerema Marine Contractors Nederland SE (“HMC” or “Charterer”) for the provision of a command installation vessel “SK1200” for the Arkutun-Dagi Project in Sakhalin, Russia (“Charter”) (“Arkutun-Dagi Contract”).
Exxon Neftegas Ltd (“Exxon”) has awarded a contract to HMC for the transportation and installation of the Arkutun-Dagi topsides. HMC has in turn awarded TLO with transportation of Exxon’s Temporary Living Quarters under the Charter. The Charter shall be for a firm period of 55 days and Charterer has an option of 15 daily extensions.
(ii) TLO has been awarded a subcontract for the provision of transportation and installation works in connection with the British Gas Exploration & Production India Limited Mukta B Platform and Pipeline Project by Larsen & Toubro Ltd (“L&T”) (“LTS Subcontract”) through L&T Sapura Offshore Private Limited, an Indian joint venture company between L&T and Nautical Power Pte Ltd, a wholly-owned subsidiary of SapuraKencana.
The LTS Subcontract comprises the provision of transportation and installation of jacket, topside and pipelines, including tie-ins, transportation and installation engineering, procurement and provision of riser clamps for risers at existing platforms, pre-commissioning and project management.
(iii) SapuraAcergy Sdn Bhd, a joint venture company equally owned by SapuraKencana and Subsea 7 S.A., has been awarded a contract for the provision of subsea services for the Maharaja Lela South Project (“Maharaja Lela South Project”) by TOTAL E&P Borneo B.V. (“MLS Contract”). The MLS Contract comprises Engineering, Procurement, Supply, Construction, Pre-Commissioning, Transportation and Installation related to offshore platform and pipeline works together with associated assistance to start-up.
The MLS Contract is for a duration of approximately twenty (20) months.
(III) Fabrication, Hook-up and Commissioning Kencana HL Sdn Bhd, a wholly-owned subsidiary, has been awarded a contract for the provision of detailed engineering, procurement, construction, and commissioning for the Layang Development (Facilities) Project (“Layang Project”) by JX Nippon Oil & Gas Exploration (Malaysia) Limited (“Layang Contract”).
The Layang Contract comprises the provision of detailed engineering, procurement, construction and commissioning for the Layang Project. The Layang Project is for a period of two years and is expected to be completed by the second quarter of 2016.
VALUE OF CONTRACTS The above contracts are valued at approximately USD312 million.
RISK FACTORS Risk factors affecting the above contracts are mainly operational in nature and include execution risks such as availability of skilled manpower and materials, changes in pricing and/or political, economic and regulatory conditions as well as external factors such as weather condition. Notwithstanding, the Company has established a successful track record undertaking similar projects.
FINANCIAL EFFECTS
The above contracts will have no effect on the issued and paid-up share capital of the Company and are expected to contribute positively towards the earnings of SapuraKencana Group for the financial year ending 31 January 2015 and the financial periods thereafter during the above contracts period, respectively.
DIRECTORS’ AND MAJOR SHAREHOLDERS’ INTEREST None of the Directors and/or major shareholders of the Company and/or persons connected with them has any direct or indirect interest in the award of the above contracts.
DIRECTORS’ STATEMENT The Board is of the opinion that the acceptances of the above contracts are in the best interests of the Company.
This announcement is dated 15 May 2014. |
本帖最后由 icy97 于 16-5-2014 04:51 AM 编辑
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发表于 17-5-2014 02:10 AM
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沙肯石油獲10億工程受看好
2014-05-16 17:36
（吉隆坡16日訊）
●新聞
沙肯石油（SKPETRO,5218,主板貿服組）獲頒3億1千200萬美元（9億9千840萬令吉）涵蓋各業務工程，包括探勘、岸外建築、海底服務、鑄造、維修、裝配和營運（HUC），工程期2個月至24個月不等。
●分析
分析員說，獲上述工程後其手握訂單總共達250億至280億令吉，全年競標260億令吉油氣工程，按業務與地區健全分佈訂單受看好。
MIDF研究說，這次獲頒發工程不僅輻射各業務，而且總訂單分佈地區49%來自巴西、31%大馬、14%東南亞、5%澳洲，餘者為非洲。
“以業務分佈來說，68%工程為岸外建築與海底服務（OCSS）工程、8.3%為鑄造、維修、裝配和營運（FAB&HUC），其餘來自探勘與能源服務。”
MIDF看好其訂單強勁素質和多元化，順暢訂單遞補可捎來健全盈利；調高沙肯石油目標價4.3%至5令吉59仙，本益比按大資本股20倍計；預測沙肯石油超越同儕、繼續獲取新工程，料今年盈利突破1億令吉。
豐隆研究說，鑄造工程未來有100億令吉工程待頒發，另外大馬多個中央處理平台工程將於今年頒發，而收購Newfield國際在大馬半島和東馬的油氣生產業務，有助提昇其上游業務之價值鏈。
興業說，Newfield提供契機釋放東馬天然氣田發展潛能，料今年與國油簽署天然氣銷售合約，天然氣田料2017年開發。
安聯研究說，鑄造業務獲取工程緩慢，料2015下半年或2016上半年將慢慢加速。達證券不排除獲PM-6與PM-9區生產分享協約工程可能性。
肯納格研究說，沙肯股價與大資本的合順油氣（UMWOG,5243,主板貿服組）相比具吸引力，今明兩年本益比18.7至16.0倍，相比合順油氣30.4至18.9倍。（ 星洲日報／財經）
制造合约到手 沙肯短期4亮点加持
财经 2014年5月16日
http://www.orientaldaily.com.my/index.php?option=com_k2&view=item&id=116951:4&Itemid=198
获10亿合约展望乐观 可续增持沙肯石油
财经新闻 财经 2014-05-21 13:53
http://www.nanyang.com/node/622575?tid=462 本帖最后由 icy97 于 22-5-2014 01:48 AM 编辑
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发表于 3-6-2014 06:03 PM
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每个仙家都看好说会涨！但这几天跌到连爸爸都认不到了！
谁知道发生什么事啊！！！ |
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发表于 4-6-2014 03:03 AM
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沙布拉肯油 放眼美非亞3洲市場
財經3 Jun 2014 21:24
（吉隆坡3日訊）坐落在美洲、非洲和亞洲的新興市場，將可支撐沙布拉肯油（SKPETRO，5218，主要板貿易）未來業務發展。
沙布拉肯油總裁兼集團總執行長丹斯里沙里爾指出，基于人口和財富穩健增長，未來大部分油氣需求將來自發展中國家包括巴西和東南亞區域。
他說，全球油氣上游業務開支料將在未來10年超越1.5兆令吉。亞洲市場尤其東南亞，將獲得其中五分之一開支，這也代表資本開銷將在未來5年大增50%。我國開支料達600億美元（約1980億令吉）。
“公司油氣投資焦點將注重于主要區域，這包括新興市場拉丁美洲（尤其巴西岸外的鹽層下油田）、西非國家的淺海和深海油田、亞洲和東非區域的深海油田，及來自亞洲和北海成熟油田提高採油率的活動。”
他說，沙布拉肯油已在上述區域成立基本業務基礎，並做好準備部署其戰略資產和技術能力，以在這些市場尋求機會。【中国报财经】 |
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发表于 11-6-2014 01:21 AM
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沙肯石油力争105亿合约 考虑制定股息政策
财经新闻 财经 2014-06-10 12:12
（吉隆坡9日讯）沙肯石油（SKPETRO，5218，主板贸服股）放眼今年可争取总值约105亿令吉或更高总额的国内外合约。
沙肯石油总执行长丹斯里沙里尔三苏丁接受彭博社访问时表示，今年可获的合约总额，料与去年相近，甚至会更高。
在完成过去数年的大型交易后，该公司开始考虑制定股息政策。
对于股东Seadrill减持股权的体位，沙里尔三苏丁相信该公司仍会持股约8%的水平。
Seadrill有限公司早前献议脱售沙肯石油股权，完成脱售后，Seadrill持股权从12%减至8%。
另一方面，沙肯石油子公司-SapuraKencana EnergySarawak宣布在砂拉越离岸发现4片天然气田。
觅4片气田
Sapura Kencana Energy Sarawak是在SK408生产共享合约（PSC）的区域取得重大发现，觅得4片气田。
文告指出，以上气田主要在Late Miocene Carbonate油藏区发现。
首片气田-Teja1位于Cili Padi气田东南方8公里、第二片气田Gorek-1则位于F23气田东南方15公里。
至于第三片气田Legundi-1位于F23气田南方18公里，以及第四片气田Larak-1则位于F6气田南方12公里。
沙肯石油表示，这是SK408生产共享合约承诺的10片气田中，发现首4个气田。
Sapura Kencana Energy Sarawak在与Petronas-Carigali、Sarawak Shell合作当中，担任营运角色，持有40%股权，后者分别持有30%股权。【南洋网财经】
| SAPURAKENCANA PETROLEUM BERHAD |
Type | Announcement | Subject | OTHERS | Description | SAPURAKENCANA ENERGY ANNOUNCES FOUR GAS DISCOVERIES OFFSHORE SARAWAK, MALAYSIA | The Board of Directors of SapuraKencana Petroleum Berhad is pleased to announce that its wholly-owned subsidiary, SapuraKencana Energy Sarawak Inc. (“SKE”) has made four significant discoveries of non-associated natural gas in the SK408 Production Sharing Contract (“PSC”) area, offshore Sarawak, Malaysia.
The four-well discovery, from the first four exploration wells, was within the primary target of the Late Miocene Carbonate reservoirs. The first well, Teja-1, located 8 km southeast Cili Padi gas field encountered 219 metres of gross column whilst the Gorek-1 discovery, located 15 km southeast F23 gas field encountered a gross gas column of 235 metres. The third well, Legundi-1, located 18 km south F23 gas field which was drilled in a down-flank location encountered a 139 metres gross gas column and the fourth well, Larak-1, located 12 km south of F6 gas field, also drilled in a down-flank location encountered a gross gas column of 333 metres.
SKE via SapuraKencana Energy Sarawak Inc. is the operator with a 40% working interest with partners PETRONAS-Carigali Sdn. Bhd. (30%) and Sarawak Shell Bhd. (30%). SK408 Block is located in shallow waters approximately 120 kilometres offshore Sarawak covering an area of approximately 4,480 sq. km in the prolific Central Luconia Gas Province. These are the first four wells of a 10-well commitment in the SK408 PSC.
This announcement is dated 9 June 2014. |
本帖最后由 icy97 于 11-6-2014 03:03 AM 编辑
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发表于 11-6-2014 03:47 AM
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发表于 17-6-2014 02:48 AM
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沙布拉肯油 獲4合約總值23億
企業財經16 Jun 2014 22:46
（吉隆坡16日訊）沙布拉肯油（SKPETRO，5218，主要板貿易）宣佈，子公司獲得3項新合約及1項延長合約，總值7億美元（約23億令吉）。
該公司向馬證交所報備指出，獨資子公司Petcon（馬）私人有限公司獲得馬石油勘探（Petronas Carigali）頒發兩項合約，提供兩個輔助鑽井平台（tender assist drilling rigs，簡稱TAD）即SKD T-9及SKD T-10給后者。
根據報備文件，SKD T-9的合約為期5年從今年7月至2019年6月，並有選擇權可延長兩年；至于SKD T-10合約期限從今年8月至2017年7月，共3年，可選擇延長額外兩年。
第3項新合約則是沙布拉肯油位于香港的子公司沙布拉肯油Drilling Asia公司獲得泰國雪佛龍（Chevron）合約，提供輔助鑽井平台SKD T-18。
至于SKD T-18的合約為期5年，從今年6月至2019年5月。
另一項延長合約則是沙布拉肯油位于百慕達（Bermuda）子公司Seadrill Jaya接受BP Trinidad & Tobago公司延長合約多一年，從今年8月至明年7月。
上述合約總值7億美元，並將貢獻沙布拉肯油截至2015年1月底財年的收益。【中国报财经】
Type | Announcement | Subject | OTHERS | Description | AWARD OF DRILLING CONTRACTS VALUED AT CIRCA USD700 MILLION (RM2.3 BILLION) | INTRODUCTION The Board of Directors of SapuraKencana Petroleum Berhad (“SapuraKencana” or “Company”) (“Board”) is pleased to announce that its wholly-owned drilling subsidiaries have been awarded three new contracts (“Contracts”) and a contract extension (“Contract Extension”).
INFORMATION ON THE CONTRACTS AND CONTRACT EXTENSION (A) Award of Contracts (i) Petcon (Malaysia) Sdn Bhd, a wholly-owned subsidiary of SapuraKencana, has been awarded two contracts by Petronas Carigali Sdn Bhd (“PCSB”) for the provision of its tender assist drilling rigs, namely SKD T-9 (“SKD T-9”) and SKD T-10 (“SKD T-10”). PCSB intends to utilise SKD T-9 and SKD T-10 for its development drilling campaign offshore Malaysia.
SKD T-9 The contract for SKD T-9 is for a period of five years with an option to extend for a further two years. This contract shall be effective from July 2014 to June 2019.
SKD T-10 The contract for SKD T-10 is for a period of three years with an option to extend for a further two years. This contract shall be effective from August 2014 to July 2017.
(ii) SapuraKencana Drilling Asia Limited, a company incorporated in Hong Kong and wholly-owned by SapuraKencana, has been awarded a contract by Chevron Thailand Exploration And Production Limited (“Chevron”) for the provision of offshore drilling rig and services by its tender assist drilling rig “SKD T-18” (“SKD T-18”). Chevron intends to utilise SKD T-18 for its offshore development drilling campaign in Thailand.
The contract for SKD T-18 is for a period of five years and shall be effective from June 2014 to May 2019.
(B) Contract Extension Seadrill Jaya Ltd, a company incorporated in Bermuda and wholly-owned by SapuraKencana, has accepted an extension to its contract with BP Trinidad & Tobago LLC (“BP T&T”) for the provision of offshore drilling rig and services by its tender assist drilling rig “SKD Jaya” (“SKD Jaya”). BP T&T intends to utilise SKD Jaya for its offshore development drilling campaign in Trinidad & Tobago.
The extension of the contract for SKD Jaya is for a period of one year and shall be effective from August 2014 to July 2015.
VALUE OF CONTRACTS AND CONTRACT EXTENSION In total, the Contracts and Contract Extension are valued at circa USD700 million (RM2.3 billion).
RISK FACTORS Risk factors affecting the Contracts and Contract Extension include execution risks such as availability of skilled manpower and materials, changes in pricing and/or political, economic and regulatory conditions. Notwithstanding, the Company has established a successful track record undertaking similar projects.
FINANCIAL EFFECTS
The Contracts and Contract Extension will have no effect on the issued and paid-up share capital of the Company and are expected to contribute positively towards the earnings of SapuraKencana Group for the financial year ending 31 January 2015 and the financial periods thereafter during the Contracts and Contract Extension periods.
DIRECTORS’ AND MAJOR SHAREHOLDERS’ INTEREST None of the Directors and/or major shareholders of the Company and/or persons connected with them has any direct or indirect interest in the award of the Contracts and/or Contract Extension.
DIRECTORS’ STATEMENT The Board is of the opinion that the acceptances of the Contracts and Contract Extension are in the best interests of the Company.
This announcement is dated 16 June 2014. |
本帖最后由 icy97 于 17-6-2014 04:06 AM 编辑
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发表于 18-6-2014 12:46 AM
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23億新合約預期中‧沙肯石油財測不變
2014-06-17 17:14
（吉隆坡17日訊）沙肯石油（SKPETRO,5218,主板貿服組）再次攬下總值7億美元（約23億令吉）的鑽井合約，惟分析員紛表示新合約在預料之內，因而保持財測不變，同時相信新訂單“陸續有來”。
新訂單料陸續有來
沙肯石油昨日發文告說，旗下獨資子公司——Petcon（馬）私人有限公司接獲來自海內外3家油氣業者提供的3項新合約和1項續約，總值約7億美元。
受新合約消息帶動，沙肯石油週二最高漲10仙，至4令吉31仙，最終以4令吉27仙收盤，全天漲6仙，成交量668萬7千100股。
聯昌研究指出，最新攫獲合約將沙肯石油總訂單推高至281億令吉，雖然這並非重大驚喜，卻進一步證明了沙肯石油攫取長期合約的能力，且新合約日均租金約13萬6千896令吉，也比市場一般介於12萬至13萬令吉的租金來得高。
“最新合約是收購Seadrill帶來的成果，沙肯石油如今是全球最大的鑽井設備經營商，掌握56%市佔率，遠高於收購Seadrill前的7%市佔率。”
安聯星展研究表示，沙肯是有的鑽井業務盈利能見度清晰，隨東南亞岸外活動升溫，市場對旗下21艘鑽井設備的需求保持良好。
“不過，由於我們原本已預測沙肯石油鑽井設備可取得90%使用率，因此新攫獲合約尚不足以上調財測。”
馬銀行研究則估計，沙肯石油即將在本週公佈的2015財政年首季業績，預料沒有驚喜，但整合大馬NewField財政料帶來一次性經濟盈利，預料NewField將在未來兩年分別替沙肯石油貢獻1億8千400萬和3億4千300萬令吉稅前盈利。
肯納格研究亦相信，首季業績將受季候風因素拖累而相對疲弱。
估值而言，大馬研究表示沙肯石油目前僅以2015年18倍預估本益比交易，處於誘人水平，市場分析員普遍認為沙肯石油合理本益比該落在23至24倍之間。
（星洲日報／財經‧報道：李三宇）
前景正面 沙肯首季业绩料无惊喜
财经 2014年6月17日
http://www.orientaldaily.com.my/index.php?option=com_k2&view=item&id=122507:&Itemid=198
合约增至281亿‧股价涨6仙 沙肯石油动力十足
财经新闻 财经 2014-06-18 11:28
http://www.nanyang.com/node/629061?tid=462
 本帖最后由 icy97 于 18-6-2014 11:44 PM 编辑
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发表于 20-6-2014 03:53 AM
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沙肯获13亿EPCIC合约
财经 2014年6月19日
（吉隆坡19日讯）沙布拉肯查纳石油（SKPETRO，5218，主板贸服股）发文告指出，其独资子公司--肯查纳HL私人有限公司，接获大马黑斯勘探与生產（Hess Exploration and Production Malaysia BV）及Carigali-PTTEPI营运公司，颁发总值约13亿令吉的工程採购、施工、安装和调试（EPCIC）合约。
该公司表示，2项合约分別是负责北马盆地计划（North Malay Basin）及JDA Block B-17油田的EPCIC合约，为期25个月及39个月，预测將於今年次季及6月开始动工。
除此之外，该公司预测2项合约將会对其盈利及净资產带来正面贡献。
首季净利涨443%
另外，沙布拉肯查纳石油2015財政年首季（截至4月30日止）净利为5亿零942万令吉，相较去年同期的9366万令吉，飆涨443.86%。营业额为24亿4356万令吉，较去年同期的16亿2252万令吉，增加50.60%。
该公司也宣布派每股1.35仙中期股息及1仙的特別股息。【东方网财经】
Type | Announcement | Subject | OTHERS | Description | SAPURAKENCANA PETROLEUM BERHAD
AWARD OF ENGINEERING, PROCUREMENT, CONSTRUCTION, INSTALLATION AND COMMISSIONING (“EPCIC”) CONTRACTS TOTALING CIRCA USD 415 MILLION (CIRCA RM 1.3 BILLION) | INTRODUCTION The Board of Directors of SapuraKencana Petroleum Berhad (“SapuraKencana” or “Company”) (“Board”) is pleased to announce that Kencana HL Sdn Bhd (“Kencana HL”), a wholly-owned subsidiary, has been awarded the following contracts: (i) An EPCIC contract for 3 remote wellhead platforms in the North Malay Basin by Hess Exploration and Production Malaysia B.V. This EPCIC contract is for a period of approximately 25 months and the work is expected to commence in the second quarter of 2014 and expected to be completed by the third quarter of 2016.
(ii) An EPCIC contract for 4 wellhead platforms and associated subsea pipelines for JDA Block B-17 and B17-01 Field Phase 3 Development Project by Carigali-PTTEPI Operating Company Sdn Bhd.
This EPCIC contract is for a period of approximately 39 months, with work commencing in June 2014 and expected completion in September 2017.
TOTAL VALUE OF CONTRACTS In total, the contracts are valued at circa USD415 Million (circa RM 1.3 Billion).
FINANCIAL EFFECTS The Contract will have no effect on the issued and paid-up capital of the Company and is expected to contribute positively towards the earnings and net assets per share of SKPB Group during the Contract period.
RISK FACTORS Risk factors affecting the Contract are mainly operational in nature and include execution risks such as availability of skilled manpower and materials, weather conditions, and political, economic and regulatory conditions. Notwithstanding, the Company has established a successful track record in undertaking similar projects.
DIRECTORS AND MAJOR SHAREHOLDERS' INTEREST None of the Directors and/or major shareholders of the Company and/or persons connected with them has any direct or indirect interest in the Contract.
DIRECTORS' STATEMENT The Board is of the opinion that the acceptance of the Contract is in the best interest of the Company.
This announcement is dated 19 June 2014.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1661709 |
本帖最后由 icy97 于 21-6-2014 03:33 AM 编辑
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发表于 21-6-2014 12:04 AM
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第一次派息，虽然很少，但是我情愿不派息，有capital gain最重要，今天uob ky出report了应该星期一会直线上升，相信下个星期有机会破RM5。 |
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发表于 21-6-2014 03:47 AM
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2014-06-20 10:35
http://biz.sinchew.com.my/node/97203?tid=6
首季淨利飆444%
由於完成收購沙肯能源（SKEI，前稱Newfield大馬），帶動沙肯石油截至4月30日止的首季淨利飆升443.86%至5億零942萬令吉。
首季營業額則上漲50.60%至24億4千357萬令吉。
派息2.35仙
該公司建議派發每股2.35仙股息。
沙肯能源表示，在納入鑽機業務和在2月11日完成收購SKEI後，帶動業績大增。
同時，該集團也從收購SKEI錄得1億7千780萬令吉收益。
該集團預期從現有資產和進軍新市場如巴西、象牙海岸和剛果中受惠。加上手上持有270億令吉合約，可忙碌至2024年，因此相信前景極為正面。（星洲日報／財經）
SUMMARY OF KEY FINANCIAL INFORMATION
30/04/2014 |
| | INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30/04/2014 | 30/04/2013 | 30/04/2014 | 30/04/2013 | $$'000 | $$'000 | $$'000 | $$'000 |
| 1 | Revenue | 2,443,568 | 1,622,522 | 2,443,568 | 1,622,522 | | 2 | Profit/(loss) before tax | 639,014 | 159,491 | 639,014 | 159,491 | | 3 | Profit/(loss) for the period | 510,112 | 128,642 | 510,112 | 128,642 | | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 509,420 | 93,668 | 509,420 | 93,668 | | 5 | Basic earnings/(loss) per share (Subunit) | 8.50 | 1.56 | 8.50 | 1.56 | | 6 | Proposed/Declared dividend per share (Subunit) | 2.35 | 0.00 | 2.35 | 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 ($$) | 1.7700 | 1.7000 |
| Remarks : | The declared dividends comprising the following:
(i) a tax exempt single tier interim dividend of 1.35 sen per share; and
(ii)a tax exempt single tier special dividend of 1.00 sen per share |
本帖最后由 icy97 于 21-6-2014 05:47 AM 编辑
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发表于 21-6-2014 03:47 AM
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EX-date | 02/07/2014 | Entitlement date | 04/07/2014 | Entitlement time | 05:00:00 PM | Entitlement subject | Special Dividend | Entitlement description | A tax exempt single tier special dividend of 1.00 sen per share | Period of interest payment | to | Financial Year End | 31/01/2015 | 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 No. 03-78418000 | Payment date | 21/07/2014 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 04/07/2014 | 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 | 0.01 |
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发表于 21-6-2014 03:48 AM
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EX-date | 02/07/2014 | Entitlement date | 04/07/2014 | Entitlement time | 05:00:00 PM | Entitlement subject | Interim Dividend | Entitlement description | A tax exempt single tier interim dividend of 1.35 sen per share | Period of interest payment | to | Financial Year End | 31/01/2015 | 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 No. 03-78418000 | Payment date | 21/07/2014 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 04/07/2014 | 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 | 0.0135 |
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发表于 21-6-2014 06:35 AM
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全年股息預測上調‧沙肯石油財測不變
2014-06-20 17:29
（吉隆坡20日訊）沙肯石油（SKPETRO,5218,主板貿服組）首季業績符合市場預測，未來業務焦點將落在沙肯能源（前稱為Newfields）表現，以及手握約300億令吉的工程合約，大部分分析員對未來財測保持不變。
不過，該公司意外派發中期股息和特別股息，使分析員上調全年股息預測。
肯納格研究指出，沙肯石油首季業績符合預測，核心淨利3億3千430萬令吉達全年預測24.3%，因此維持全年淨利13億7千萬令吉的預測，2016年預測為16億零910萬令吉。
首季業績符預測
艾畢斯研究也認為首季業績符合預測，對淨利預測保持不變，特別是將沙肯能源的盈利貢獻納入在內後，2015年財政年的營業額及淨利預料分別按年增長30.6%及37%。
丰隆研究對沙肯石油淨利預測保持不變，預測2015年淨利為15億3千900萬令吉，以及2016年為16億5千300萬令吉。
達証券指出，沙肯石油交出亮麗的首季業績，主要是旗下沙肯能源首次作出盈利貢獻，從而抵銷其他業務的劣勢，包括疲弱季節的岸外建築及組裝等的弱勢；將2015年財政年的生產率減少至每天2萬桶水平，以及包括每年自然下跌15%的因素，因此2015年及2016年淨利預測分別下調1%及9%，至15億零880萬令吉及17億5千零20萬令吉。
手握300億工程
沙肯石油也宣佈剛攫取兩項新工程合約，總值13億令吉，豐隆表示，該公司手握工程合約達到300億令吉，預料本地一些油氣工程合約會延遲至今年第四季才頒發，較早時預測為第二季或是第三季頒發。
獲13億新工程
MIDF研究指出，攫取兩項總值13億令吉的新工程合約，合約規模增加至300億令吉，預料可忙碌至2024年，其中料逾20%的訂單合約將可在2015年財政年入賬。
大馬研究認為，沙肯石油今年迄今已經攫取61億令吉合約，總合約按季增加18%，300億令吉在手合約，目前是油氣股中持有最多合約的公司，超越阿瑪達（ARMADA,5210,主板貿服組）的227億令吉。
該公司未來攫取合約樂觀，因為投標的大馬合約，有望在今年杪實現。
達証券預期新合約不會在2015年入賬，但該公司攫取合約能力是催化劑；該公司耗資2億令吉提升紅土坎設備，以加強贏取合約勝算。
或失清真股地位
衝擊股價
沙肯石油最近股價走軟，主要是市場預期在今年11月14日的檢討中，將可能失去符合伊斯蘭教義股項地位，而該公司管理層也已經証實，無法維持符合伊斯蘭教義規定，因為美元貸款可以讓公司省下100至200基點的利率成本。
該公司在3月再融資165億令吉債務，而沒有重組伊斯蘭債務，因此將不符合伊斯蘭股規定，導致股價在4月至5月下跌16%。
達証券認為，少於1%的伊斯蘭基金持有，沖擊有限，而省下的1億5千萬令吉利息成本預料會回饋給股東。
豐隆認為，目前僅有約1%股份是由伊斯蘭基金持有，若一旦失去有關地位的潛在賣壓將不太令投資者擔心。
派中期股息特別息
意外驚喜
沙肯石油首季宣佈派發1.35仙中期股息和1仙特別股息，被分析員認為是意外驚喜。
大馬研究指出，沙肯石油出乎意料派發2.35仙中期股息，假設該公司實行5%派發率，2015年每股股息派發上調2.2仙，以及2016年及2017年則上調0.1仙。
達証券預料全年股息可達4仙，而該公司負債率仍企於合理的1.3倍水平。
肯納格表示，首季派息出乎意外，因為原本預測2015財年不會派息。
艾畢斯說，派息是意外驚喜，股東可以預期接下來會有更多驚喜，因此該公司的龐大資本開銷已經接近尾聲。
（ 星洲日報／財經）
首季净利飙443%符预期 沙肯石油派息捎惊喜
财经新闻 财经 2014-06-22 11:22
http://www.nanyang.com/node/629968?tid=462
 本帖最后由 icy97 于 23-6-2014 12:51 AM 编辑
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发表于 26-6-2014 03:08 AM
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重成长暂无派息政策 沙肯今年料获100亿合约
财经 2014年6月25日
（吉隆坡25日讯）沙布拉肯查纳石油（SKPETRO，5218，主板贸服股）表示，该公司將继续专注取得高成长，暂不制定派息政策；同时乐观认为，该公司將在今年取得总值100亿令吉的合约，以支撑该公司未来3至4年的盈利能见度。
沙布拉肯查纳石油主席兼首席执行员丹斯里沙里尔三苏丁，在今天股东常年大会后的记者会上如此表示，本月所宣布的股息只是回馈股东，並不代表公司已制定派息政策。
他解释说，目前公司的业务处於稳健上升趋势，而且油气领域也充满潜能。所以，他们不会牺牲公司的成长，来制定派息政策。
进军新市场
他认为，在目前油气领域发展潜能巨大的情况下，公司需保留资本，来继续扩展全球业务。该公司將在新市场寻求潜在合约计划。
「我们可以看到新市场的巨大潜能，尤其是中美和南美市场。我们正在竞標一些风险服务合约，预料將在明年初对外公布。」
他补充说，该公司將继续专注在进军新市场，同时也会巩固他们在东南亚的现有市场。
以潜在商机计算，大马市场未来3年的规模，料可达180亿美元、大马之外的东南亚国家，预计为380亿美元、西非有700亿美元、中东有400亿美元以及美洲有超过2000亿美元。
有鉴於此，沙里尔强调，业务成长是公司最大的关注点，甚至是股东也认为公司应该再投资，而非派息。所以，公司现阶段还未准备擬定派息政策。
目前，沙布拉肯查纳石油的订单，总额是280亿令吉，加上190亿令吉的合约延长选项，而竞標中的合约也高达300亿令吉。
三苏丁相信，今年公司表现將会与计划同步，今年预料能爭取到100亿令吉的订单。
目前，该公司的服务及船只使用率为80%至85%，仍处於良好的水平。
被问及公司的贷款及债务，他表示，公司目前有健康的现金流，贷款增加只是为了能更好的运用资本本钱，而且公司有足够的订单来应付债务。【东方网财经】 |
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发表于 4-7-2014 12:11 AM
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沙肯石油巴西業務提前營運
2014-07-03 11:53
（吉隆坡2日訊）沙肯石油（SKPETRO,5218,主板貿服組）為巴西國油（Petrobras）打造的鋪管支援船正式交付，較原計劃期限提早了超過3個月時間。
沙肯石油總裁兼集團首席執行員拿督斯里沙里爾三蘇丁對此表示，上述消息對該集團而言是個重要的里程碑，意味著沙肯石油的鋪管支援船在其最大的海外市場正式投入營運。
沙肯石油是通過與Seadrill合作的聯營公司--Sapura Navegacao Maritima來進行巴西國油項目。該項目也是沙肯石油在巴西岸外的首個項目。
“很快的，來自這新地理位置的營運收入將開始貢獻集團的未來業績。”沙里爾說道。
沙肯石油共獲得巴西國油總值41億令吉的合約，以為後者提供6艘鋪管支援船，其中3艘的合約期限為5年加5年延長選項，而另3艘的合約期限則為8年加8年延長選項。
沙里爾有信心能夠如期交付剩餘的5艘鋪管支援船。第2艘鋪管支援船早前已經開始動工，預計可在今年杪投入運作。
沙肯石油獲545萬合約
沙肯石油（SKPETRO,5218,主板貿服組）將為哥倫比亞的油氣項目提供運輸船隻和研究服務，合約總額為170萬美元（約545萬令吉）。
該公司發表文告說，租賃期限為50天，研究工作須在8月初完成。（星洲日報／財經）
Type | Announcement | Subject | OTHERS | Description | SAPURAKENCANA PETROLEUM BERHAD
AWARD OF CONTRACT BY TDI-BROOKS INTERNATIONAL INC. FOR THE CHARTER OF TEKNIK PERDANA AND PROVISION OF MULTIBEAM ECHOSOUNDERS (“MBES”) SURVEY SERVICES | INTRODUCTION The Board of Directors of SapuraKencana Petroleum Berhad ("SKPB” or "Company") (“Board”) is pleased to announce that TL Geohydrographics Pte Ltd, a wholly-owned subsidiary of SKPB, has been awarded a contract for the charter of Teknik Perdana, a survey vessel and the provision of MBES survey work in the Republic of Colombia for the Anadarko Colombia Company project (the “Contract”).
INFORMATION ON THE CONTRACT
The Contract is for a period of approximately 50 days and the works are expected to be completed on or about early August, 2014. The Contract value is approximately USD1.7m.
FINANCIAL EFFECTS
The Contract will have no effect on the issued and paid-up capital of the Company and is expected to contribute positively toward the earnings and net assets per share of SKPB Group during the Contract period.
RISK FACTORS
Risk factors affecting the Contract are mainly operational in nature and include execution risks such as availability of skilled manpower and materials, weather conditions and political, economic and regulatory conditions. Notwithstanding, SKPB Group has established a successful track record in undertaking similar projects.
DIRECTORS AND MAJOR SHAREHOLDERS' INTEREST
None of the Directors and/or major shareholders of the Company and/or persons connected with them has any direct or indirect interest in the Contract.
DIRECTORS' STATEMENT
The Board of the Company is of the opinion that the acceptance of the Contract is in the best interest of the Company.
This announcement is dated 2 July 2014.
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本帖最后由 icy97 于 4-7-2014 02:50 AM 编辑
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发表于 4-7-2014 11:16 PM
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競標16億合約‧沙肯石油大馬油氣業老大
2014-07-04 18:08
（吉隆坡4日訊）
●新聞
沙肯石油（SKPETRO,5218,主板貿服組）與Seadrill各佔50%股權聯營公司――Sapura Navegacao於6月28日正式啟動其巴西營運，旗下550公吨鋪設油管支援船只-Sapura Diamante開始投入營運，比合約期提早逾3個月；有關船只是由荷蘭的IHC MERWEDE所建造。
另一方面，Upstream報道，沙肯石油獨資子公司TL岸外在越南的一項運輸及安裝工程合約競標活動中居領先位置，合約潛在價值為5億美元（約16億令吉）。
●分析
聯昌研究指出，Sapura Navegacao與巴西石油擁有兩項合約，於2011年11月取得5+5年的14億美元合約，以出租及營運3艘鋪設油管支援船只，包括1艘為300公吨，及另外2艘則是550公吨的船只，包括Sapura Diamante在內。
該公司的第二項合約是於2013年6月取得，總值為27億美元，為8+8年合約，以便出租及營運3艘額外的550公吨的鋪設油管支援船只。
聯昌指出，沙肯石油在巴西業務進展良好令人鼓舞，預料它的盈利將在2015年第三季反映出來。除了Sapura Diamante，預料其餘的5艘鋪設油管支援船只，也將會在合約期之前提早投入營運。
目前沙肯石油手握303億令吉的工程合約。截至6月10日，巴西為其最大單一市場，占合約總額的49%，接著為大馬（27%），澳洲（5%），非洲（5%）以及東盟及其他則為14%。
聯昌指出，沙肯石油擁有堅穩的工程合約及盈利透明度，特別是由巴西兩項長期合約，以及其他各項鑽油及岸外建築及次海服務合約的支撐，使該行建議持續累積其股票。
另一方面，大馬研究指出，根據報道，沙肯石油正競標越南一項工程合約。沙肯石油可能通過持50%股權的重型起重鋪管船只-沙布拉3000競標有關工程合約，後者包括150公里的鋪管工程。
手握合約300億
TL岸外以後來居上之勢領先主要競爭對手新加坡的Swiber岸外，預料最早在數日後即可簽署合約，以便儘早取得油管供應。
大馬研究指出，沙肯石油岸外建築工程的裝置油管新合約，以及競標300億令吉的合約，使該公司的盈利透明度清晰。自2014年以來，該公司取得60億令吉新合約，使其手握合約總額達到300億令吉，崛起為大馬油氣業中規模最大的公司。
（星洲日報／財經） |
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发表于 8-7-2014 01:20 AM
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赶搭美洲成长列车 沙肯擬进军墨西哥
财经 2014年7月7日
（吉隆坡7日讯）沙布拉肯查纳石油（SKPETRO，5218，主板贸服股）计划进军墨西哥市场，以趁搭美州的成长列车。
沙布拉肯查纳石油主席兼首席执行员丹斯里沙里尔三苏丁，接受《彭博社》的专访时表示，该公司可能在北美设立办事处，或通过联营方式进军北美。 美洲市场，包括巴西，的合约订单约占公司总合约订单的五成左右，为280亿令吉（88亿美元）。
沙里尔三苏丁指出，「美国是一个成长市场，也开始对外开放。与此同时，我们的优势是，资產新及有效率，这將可让公司在竞投工程方面，有更高的竞爭能力。」目前，该公司在美国竞投的项目总值达30亿美元。
此外，该公司將会扩展其业务至新市场，有如同业对手--TechnipSA所说，目前此领域的开销成长正在减少。而该公司策略是，在发现一些原有的市场出现放缓跡象时，將资產再分配，至高成长区，如非洲。
国际货幣基金组织（IMF）总裁拉加德（Christine Lagarde）昨日暗示將调低全球成长与预测，主要是因为投资活动仍然疲弱，而美国依然存在风险，即使是出现反弹加速跡象。
石油巨头--道达尔（Total SA）、皇家荷兰蜆壳（Royal Dutch Shell），以及及雪佛龙（Chevron Corp.）等公司，都在计划控制开支。
另外，沙里尔三苏丁披露，在过去3年，该公司发现一些工程出现放缓跡象。
不过，许多国家油气公司仍继续颁发合约，因碳氢化合物仍然是一些国家的主要收入。
料获100亿合约
该公司也迎来好消息，该公司接获在美国中部进行调查工作合约，该公司预期今年可贏得价值100亿令吉的合约，及每年完成70亿至80亿令吉的合约工程。
隨著完成Seadrill的浮动钻油台以及Newfield的资產收购活动后，该公司跃升成为全球最大的钻井营运商。
安联投行分析员表示，鉴於有300亿令吉的合约订单在手，以及Newfield的资產將开始作出盈利贡献，因此，沙布拉肯查纳石油的盈利能见度相当高。
然而，该公司必须维持其目前的合约订单水平，因为该公司完成合约工作的速度也相当快捷。
针对墨菲石油（Murphy Oil）將脱售大马的油与天然气资產，沙里尔三苏丁透露，无意收购有关资產。但是该公司將会竞投国油（Petronas）在越南的部份资產。
除此之外，该公司也不排除將分拆其业务，若这可以协助公司扩展。
根据《彭博社》数据，目前该公司的累积债务为192亿令吉。
沙布拉肯查纳石油今日涨3仙，至4.40令吉，成交量为1357万股。【东方网财经】 |
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