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【Triyards RC5 交流专区】TRIYARDS HOLDINGS LIMITED

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发表于 14-9-2012 09:36 PM | 显示全部楼层 |阅读模式
一石二鸟? 以斯拉控股把TRIYARDS分拆上市
http://www.sharesinv.com/zh/articles/34055/

文: 汪文龙 (译:伍丽芳) 2012年09月14日
在媒体大肆报道星狮集团(Fraser & Neave)的脱售股权行动和Sakari资源(Sakari Resources)接获收购献议的消息下,以斯拉控股(Ezra Hldgs)让TRIYARDS以介绍形式在新加坡交易所(SGX)上市的计划可能只是在你眼前出现的一个小光点。然而,TRIYARDS的上市计划其实为散户投资者带来了一个绝佳的投资机会。

让我们先来认识一下TRIYARDS这间公司吧。它其实是以斯拉的工程与制造部门,专门制造自升式钻井船(SEU)与平台、岸外支援船只和专业岸外设备。

在其介绍文件中,公司报其1H12收入从1H11的3,140万美元增逾3倍至1亿1,530万美元,原因是Lewek Constellation(海底建造船)的建造工程已展开。此外,TRIYARDS表示它在1H12建造的船只有8艘,1H11只有4艘。其1H12盈利因而回升并达到1,450万美元。收入也提高,但由于贷款增加(为充作营运资本)使融资成本上升,因而抵消了部分增幅。

在本文的电子资料来源中,管理层表示让TRIYARDS挂牌上市的主因是“令它能够不倚靠以斯拉而取得增长。我们认为只要TRIYARDS良好地执行其策略,散户投资者将会购买其股票以示支持”。

当被问及公司能通过上市为散户投资者带来哪些好处时,管理层表示“TRIYARDS已准备好在业内大展拳脚。我们拥有一支充满干劲、往绩卓著的团队,他们致力于为所有的股东带来价值。我们认为我们能够从业内蓬勃的前景中受惠”。

综上所述,各位投资者是否会考虑投资于以斯拉,以取得TRIYARDS的股票呢?


【Ezra 5DN 交流专区】以斯拉控股 EZRA HOLDINGS LIMITED
http://cforum.cari.com.my/forum.php?mod=viewthread&tid=1999653 本帖最后由 icy97 于 18-10-2012 06:14 PM 编辑

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发表于 21-9-2012 12:19 AM | 显示全部楼层
我买了Ezra
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 楼主| 发表于 28-9-2012 06:56 PM | 显示全部楼层
以斯拉控股分拆出来的TRIYARDS将于10月18日主板上市
http://www.sharesinv.com/zh/articles/34481/

2012年09月28日
以斯拉控股(Ezra Hldgs)将把其船厂TRIYARDS分拆上市。后者定于2012年10月18日通过以股代息的形式在新交所主板挂牌上市,以斯拉的现有股东每持有10股以斯拉股将可获得1股TRIYARDS股。以斯拉在TRIYARDS的股权将继而从100%减至67%。TRIYARDS通过其分别位于越南和美国的两家和1家船厂提供综合工程、造船和制造服务。TRIYARDS的总裁Wong Bheet Huan表示:“我们已累积了良好的记录,并在东南亚制造自升式和移动式离岸单位的领域建立了领先的地位。我们有信心能在业界内大有作为,同时依旧是以斯拉集团的有力成员之一。”

启示:截至2012年8月31日,TRIYARDS的订单额为6亿1,310万美元。其一些备受瞩目的项目包括一座复杂的冰上深水铺管船(拥有重型起重能力)Lewek Constellation及全球第一艘425英尺高脚移动式自升式单位。欲阅读更多关于TRIYARDS上市及其财务表现的资讯,请点击此处。
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 楼主| 发表于 18-10-2012 06:15 PM | 显示全部楼层
Triyards at $0.81 in debut after spinoff
http://www.theedgesingapore.com/the-daily-edge/business/40643-triyards-at-081-in-debut-after-spinoff-.html

Thu, 18 Oct 10:54  
Triyards is trading at $0.81, posting a solid debut amid bouyant interest in O&M plays and as analysts have generally viewed the spinoff from Ezra by distribution-in-specie positively.

"Triyards is a proxy to rising demand for self-elevating units as it is a leading builder of such vessels in Southeast Asia. Demand for SEUs will continue to grow in Southeast Asia, the Middle East and West Africa on the back of growing maintenance needs and a limited supply of such vessels in these regions," UOB KayHian analyst Tan Jun Da says in a note.

He expects Triyards will continue tapping Ezra's fleet expansion plans. Triyards, which currently has two Vietnam yards and one Houston facility, is aiming to grow by expanding its SEU and OCSV ranges, expanding in Brazil and Australia and diversifiying into new product categories, with the acquisition of further regional fabrication yards likely, he says.

OCBC has tipped a S$0.78 fair value estimate, based on 9x P/E; CIMB estimates Triyards could touch $0.86, based on 11x 2013 P/E. None of the three houses have a rating on Triyards. Ezra is down 1.3% at $1.17.
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 楼主| 发表于 19-11-2012 12:56 PM | 显示全部楼层
Triyards赢得9,000万美元合约,订单额逾7亿美元
http://www.sharesinv.com/zh/articles/35626/

2012年11月19日
Triyards Holdings宣布为BH 450系列的平台取得了第二份合约。后者是新款的自升式移动离岸平台服务单位,高450英尺。公司表示,这份价值9,000万美元的合约是来自一家亚洲企业。公司的总裁Wong Bheet Huan表示,这份合约是同个平台系列在12个月内取得的第二份合约,因而证实了客户对公司的技术与科技能力具有信心。公司在较早前公布,其盈利激增421%至4,410万美元,收入则增加223%至3亿6,690万美元。

启示:这份最新的合约把公司的订单毛额推高至7亿美元大关之上。展望未来,公司计划拓展其修船营运,并扩大产品范围,包括高速铝制船只。
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 楼主| 发表于 10-1-2013 12:22 AM | 显示全部楼层
Triyards reports 1Q earnings of $8m; down 45%
http://www.theedgesingapore.com/the-daily-edge/business/42222-triyards-reports-1q-earnings-of-us65m-down-45.html

Wed, 9 Jan 21:54
Triyards Holdings, the fabrication and engineering solutions provider to the oil and gas (O&G) industry, reported earnings of US$6.5 million ($8 million) for the first quarter ended 30 November 2012 (1Q FY13), a 45% fall from a year ago (1Q FY12).

The drop came even as revenue increased 5% to US$53.3 million from year ago.

Triyards said the improvement was driven by revenue recognised from the construction of three offshore support vessels (OSVs) that were in their final stages of completion in 1Q FY13, as well as one self-elevating unit (SEU) which is in its early stage of construction.

Group net cashflow from operating activities improved by US$18.7 million in 1Q from a year ago mainly due to the collection milestones from these projects.

Meanwhile, the group also announced a US$60 million contract from a new client in Southeast Asia to build a BH 335 series SEU. This improved version of the first generation of Triyards SEUs will be fitted with longer leg lengths of 335 feet and is able to operate in water depths of up to 70 metres or about 230 feet. The vessel is expected to be completed in FY14.

The new contract will add to the group’s gross orderbook, which stood at US$643 million as at 30 November 2012.’ Projects in hand include two units of the world’s first BH 450 SEU series SEUs, as well as the Lewek Constellation, a state-of-the-art ice-class deepwater multi-lay vessel with heavylift capability.


TRIYARDS的1Q13盈利下滑45%至650万美元
http://www.sharesinv.com/zh/articles/36628/

2013年01月10日
以斯拉控股(Ezra Holdings)拥有67%股权的TRIYARDS控股(TRIYARDS Holdings)报其截至2012年11月30日的季度盈利下跌45%,主要因在本季承接的项目组合改变及行政开支提高,令毛利减低。其收入则从5,080万美元年比上升5%至5,330万美元,原因是3艘岸外支援船只的建造工程在1Q13即将完成,以及1个自升式平台正处于建造初期。与此同时,TRIYARDS也宣布从东南亚一家新客户取得一份价值6,000万美元的合约,负责建造一个BH 335系列的自升式平台。

启示:上述新合约将会提高TRIYARDS的总订单,TRIYARDS截至2012年11月30日的订单为6亿4,300万美元。同时,TRIYARDS表示市场对中、大型岸外支援船只和自升式平台的需求料将在未来12个月持续良好。 本帖最后由 icy97 于 10-1-2013 04:57 PM 编辑

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发表于 13-1-2013 10:01 AM | 显示全部楼层
机会来了。。这支可以短期操作!!
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 楼主| 发表于 30-1-2013 01:22 AM | 显示全部楼层
UOB-KH starts Triyards at Buy, $1.11 target
http://sgx.i3investor.com/servlets/fdnews/41925.jsp

Tue, 29 Jan 15:06  
UOB KayHian starts Triyards at Buy with a $1.11 target. "We see Triyards as a proxy to the growing acceptance of liftboats internationally as it is one of the few yards outside the US capable of building such vessels."

It estimates the markets in Southeast Asia, the Mideast and West Africa will be able to absorb 30-50 additional liftboats over the next two to three years. It expects Triyards to see further growth by developing proprietary third-generation liftboat designs, expanding its ship-repair capacity, diversifying into new products such as aluminum shipbuilding and growing its equipment business and branding.

It also expects Triyards to continue to get shipbuilding and repair contracts from 67%-owner Ezra. UOB-KH estimates 2012-15 core net profit CAGR of 18.7%, excluding the contribution from the Constellation, a US$420 million ($519.5 million) construction vessel, which will comprise 17% of FY14 net profit.
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 楼主| 发表于 8-5-2013 02:08 AM | 显示全部楼层
Triyards launches design for new 400ft drilling back-up, TDU-400
http://www.theedgesingapore.com/the-daily-edge/business/43761-triyards-launches-design-for-new-400ft-drilling-back-up-tdu-400.html

Tue, 7 May 08:06  
Triyards Holdings said it is now capable of designing and building its own proprietary drilling jack-ups and self-elevating units (SEUs) with the introduction of the new 400 HPHT (high pressure, high temperature) drilling jack-up rig, the TDU-400.

This latest design comes on the heels of the group’s recently launched BH 450 series –proprietary-designed 450ft (approx 130m) leg length SEUs – and stands as a testament to its strong design and engineering capabilities in the oil and gas sector.

Wong Bheet Huan, Triyards’ Chief Executive Officer, says: “Designed to be ‘lighter weight’ without compromising operating performance, the TDU-400 is competitively priced and will make a worthy addition to our growing range of proprietary products.”

According to Wong, the TDU-400 is designed to capitalise on the most advanced drilling systems and equipment available today. It can also be quickly customised to meet the distinct needs of different clients without having to be continuously redesigned, thus avoiding the costs associated with such variation orders.

The TDU-400 can withstand up to 100-knot winds while satisfying wave criteria for global deployment. Able to provide for up to 220 personnel, the jack-up boasts leg lengths of more than 535ft (163m) and can operate in water depths of up to 400ft (120m).

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 楼主| 发表于 25-8-2013 11:22 PM | 显示全部楼层
Name of Announcer *TRIYARDS HOLDINGS LIMITED
Company Registration No.201210555Z
Announcement submitted on behalf ofTRIYARDS HOLDINGS LIMITED
Announcement is submitted with respect to *TRIYARDS HOLDINGS LIMITED
Announcement is submitted by *Yeo Keng Nien
Designation *Company Secretary
Date & Time of Broadcast17-Aug-2013 10:32:33
Announcement No.00002

>> ANNOUNCEMENT DETAILS
The details of the announcement start here ...
Announcement Title *ESTABLISHMENT OF US$250,000,000 MULTICURRENCY DEBT ISSUANCE PROGRAMME
Description
Please see attachment.
Attachments
Establishment_Announcement_Final.pdf

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 楼主| 发表于 28-10-2013 01:34 AM | 显示全部楼层
Triyards posts 32% lower earnings of $12.8 mil for 4Q
Publish date: Thu, 24 Oct 21:06
http://www.theedgesingapore.com/the-daily-edge/business/45985-triyards-posts-32-lower-earnings-of-128-mil-for-4q.html

Triyards Holdings, the offshore vessel fabrication and engineering solutions provider to the oil and gas (O&G) industry, posted earnings of US$10.3 million ($12.8 million) for the fourth quarter ended Aug 31, 2013.

This was 32% lower compared to US$15.2 million a year ago.

Revenue for the quarter was US$76.7 million, 7% lower compared to US$82.1 million the previous year.

Lower revenue recognised for the building of subsea construction vessel Lewek Constellation led to the decline in revenue. The ship was Triyard's major project in the past year and is almost completed, with the peak period of revenue recognition having taken place in the second half of the last financial year.

For the full year ended Aug 31, earnings fell 29% at US$31.4 million on the back of a 25% fall in revenue to US$275.1 million.

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 楼主| 发表于 1-11-2013 05:42 PM | 显示全部楼层
Triyards wins 2 contracts worth US$59 mil
Source: The Edge   |   Publish date: Mon, 28 Oct 08:48
http://www.theedgesingapore.com/the-daily-edge/business/46003-triyards-wins-2-contracts-worth-us59-mil.html

Triyards Holdings, the offshore vessel fabrication and engineering solutions provider to the oil and gas (O&G) industry, said it has won two contracts worth an additional US$59 million, including its 10th Self-Elevating Unit (SEU) order.

The SEU order is with an Asian-based client and is for Triyards’’ BH 335, which has a leg length of more than 100m, and is capable of working in water depths of up to 70m.

It can accommodate 160 personnel. It will be fitted with heavy-lift equipment manufactured from Triyards’ in Houston. The other contract is for the construction of a turret for a Floating Storage Offloading (FSO) in Indonesia.
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 楼主| 发表于 12-4-2014 01:42 PM | 显示全部楼层
每日头条 | 2014年04月11日
http://www.sharesinv.com/zh/articles/46112/

Triyards Holdings在截至2014年2月28日的2Q14录得营业额下跌6.2%至7,450万元,由于一个自生式单位按进度确认的收入减少。但修船项目的贡献及一个高塔完工令毛利率从14.7%提高至18.1%。净利因而增加9.2%至780万元。1H14的营业额及盈利分别提高24%至1亿6,460万元及11%至1,510万元。
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