【ICON 5255 交流专区】标志岸外

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稳定价格期限结束 Icon 岸外盘中挫4%

财经新闻 财经  2014-07-26 11:09
（吉隆坡25日讯）随着价格稳定机制期限结束，Icon岸外（ICON，5255，主板贸服股）今日无力支撑继而走跌，一度挫4%，达1.72令吉，是上市以来最低点。

在5月30日上市的Icon岸外，今日少了价格稳定机制承销商马银行投行的买盘，走势疲软，盘中最低曾下探1.72令吉，跌8仙或4.44%，更是比1.85令吉的发售价，低13仙或7.02%。

马银行购4367万股

虽然较后跌幅收窄，但该股仍难站上1.80令吉，以1.74令吉挂收，全日跌6仙或3.33%，共331万2000股易手。

马银行投行从上月25日至本月24日的价格稳定期限中，以介于1.80至1.85令吉的价格，共买入了4367万股。

Icon岸外是国内最大型岸外支援船供应商，亦是东南亚其中一家大型业者，大股东为官联公司国家股权公司（Ekuinas）。

在6月间，Icon岸外透过首次公开募股（IPO）活动中，成功筹资9亿4490万令吉。



【南洋网财经】

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股海宝藏：Icon 岸外跌后价值重现

股海宝藏 财经周刊 投资观点  2014-07-28 14:39
自从6月25日上市以来，Icon岸外（ICON，5255，主板贸服股）（新股发售价1.85令吉）的股价，已经从2.19令吉的高点，跌至7月25日的1.74令吉低点，这是在它的股价稳定机制于7月24日终止之后写下的低点。

投资者对它的信心也受到《Focus Malaysia》于6月7日至13日那一期刊登的文章影响。

对于有关报道，Icon岸外已经发出文告，指《Focus Malaysia》报道不正确，且含有误导内容。

Icon岸外表示，有关报道具炒作和影射意味，重伤该公司的名誉，严重打击上市活动，对股东和投资者来说极为不公平。该公司正采取对应形同，不排除以法律途径解决。

Icon岸外是东南亚其中一家最大岸外支援船只业者，它的所有船只都配有先进科技的设备以及机械，以提供广泛的服务，包括一般的生产活动、深水领域、扩展石油计划、安置输送管、维修等业务等。

长期租约保障盈利

它的20艘船只拥有长期的租赁合约（超过12个月），因此，提供了未来几年的明确盈利能见度。

大部份的船只是在马来西亚营运，另外两艘船只在泰国和卡塔尔运作。

目前，它拥有32艘船只主要浅海运作，不过，另外有6艘船只将加入，这包括2艘住宿式工作驳船、1艘平台供应船、1艘补给船只，以及2艘锚拖供应船。

东协同行中船龄最低

船龄年轻的船队Icon岸外的优势。

Icon岸外船队的船龄平均为5年，与东协同侪的平均11.2年比较，它的船队的船龄是最低的。

目前，Icon岸外的锚拖供应船和平台供应船平均船龄，分别为4.8年和6.2年，比东协同侪的平均7.3年和17年船龄为低。

年轻船队和现代化的岸外支援船是Icon岸外的优势，因为船队的营运和维修成本低，以及使得Icon岸外可以竞标更多长期的合约。

与同业比较船用率更高

Icon岸外受到马来西亚和东南亚快速成长的岸外支援船只市场的推动，而享有更高的营运赚幅。

Icon岸外于2013财年，能够为锚拖供应舯和平台供应船保持高平均使用率，分别达到86.2%和94.1%，这比东南亚同业的平均82%和78%为高。

这主要是因为Icon岸外的船队素质高以及完整，同时，它只专注在浅海的岸外支援船只领域。

国内对岸外支援船只需求强劲。

国油未来5年维持资本开销（当中浅海计划开销料达176亿美元），以及国油进行资产本地化政策（以本地船只取代外国船只），将推动本地岸外支援船只业者的业务。

从供应角度来看，淘汰高龄船只，将使Icon岸外的新船只可以争取更大的市场份额。

国油激素提振展望

国内油气业展望在国油因素激励下仍正面。

根据经济转型计划，在油气领域的开销预料达650亿令吉，这包括：i）460亿令吉振兴现有油田以加强生产率、ii）50亿令吉通过创新方案发展小油国田，以及iii）150亿令吉在北马盆地发展计划。

此外，为了提升国内油田的采收率，国油计划于2015年为止在这一方面投资3000亿令吉。这些都反映出国油将持续在国内开销进行发展计划。

现在合约提供稳定盈利。根据招股书，Icon岸外的合约总值为7亿200万令吉（包括选择性延长合约）。稳定合约占合约总值的71.8%，或5亿200万令吉。

它的合约当中，有89.1%是长其合约（超过12个月）。长期合约Icon岸外带来稳定的现金流，同时，也使得管理层拥有更多时间专注在争取长期合约，或是开拓新市场方面。

船只维修获好价

与船坞关系良好以及健康、安全和环境记录卓越。

Icon岸外与东南亚的船坞之间已经建立良好的关系，这使得Icon岸外在船只维修方面，可以获得更好价格，以及获得船坞的接受。与此同时，它也拥卓越的健康、安全和环境记录。

锚拖供应船市场受到马来西亚岸外钻油市场的支撑，因为锚作供应船是钻油业必须用到的船只。

另外，平台供应船暂时供应过剩的情况也将成为过去。此外，住宿式工作驳船的市场滞慢以及市场对此类船只的需求增加，预料将推升它的使用率。
技术展望

本益比看跌

随着2013财年它的船队增加至32艘之后，它于2013至2016财年的净利，将会强劲增长，复合年增长率料达到32%。

2016年本益比将下跌至11倍以下。该公司是在2014财年20倍和2015财年14倍水平交易，较同侪的平均13倍和15倍为高。

不过，在计算其盈利增长率展望之后，该公司的是在本益成长比0.5倍水平交易，这远远较同侪为低。根据它持续的租率以及没有收购船只的资料计算，预料它的本益比于2016财年将下跌至11倍以下。



免责声明
本文分析仅供参考，并非推荐购买或脱售。投资前请咨询专业金融师。

慧眼

【南洋网财经】

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ICON OFFSHORE BERHAD

Particulars of substantial Securities Holder

Name	Hallmark Odyssey Sdn. Bhd.
Address	43-2, Plaza Damansara, Jalan Medan Setia 1, Bukit Damansara, 50490 Kuala Lumpur
NRIC/Passport No/Company No.	1001815-U
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	Ordinary shares of RM0.50 each
Name & address of registered holder	Hallmark Odyssey Sdn. Bhd. 43-2, Plaza Damansara, Jalan Medan Setia 1, Bukit Damansara, 50490 Kuala Lumpur

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Date of change	No of securities	Price Transacted (RM)
Acquired	04/08/2014	43,671,400

Circumstances by reason of which change has occurred	Return of shares purchased under the price stabilising action pursuant to the Share Lending Agreement dated 10 June 2014 betweek Hallmark Odyssey Sdn Bhd and Maybank Investment Bank Berhad
Nature of interest	Direct
Direct (units)
Direct (%)
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Total no of securities after change	497,768,820
Date of notice	05/08/2014

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Icon 岸外9570 万买驳船

财经新闻 财经  2014-08-09 11:05
（吉隆坡8日讯）配合船队扩展计划，Icon岸外（ICON，5255，主板贸服股）以3000万美元（约9570万令吉），收购一艘起居驳船。

Icon岸外子公司Icon Kayra，向南昌国际收购一艘起居驳船SK Line600，甲板面积约1000平方米，可承载200人和3500吨重量。

该公司表示，收购新船符合船队扩展计划，并可多元化船只，应付客户需求和争取更多机会。

Icon岸外今年6月首次公开募股（IPO）筹获4亿1023万令吉，其中40.5%或1亿6620万令吉，用于扩展船队，收购4艘拖船。

公司将从扩展船队的资金中，拨出8640万令吉融资最新收购行动。

1245万售船

起居驳船并非公司原定要收购的船只。

不过，使用首次公开募股的资金融资最新收购，可节省高达100万令吉借贷相关费用。

该公司指出，这只是短期安排，一旦起居驳船获得租凭合约，就有资金可回拨到原定的船队扩展计划。

另一方面，公司以388万美元（约1245万令吉），脱售一艘拖船给沙地阿拉伯HadiHamad Al-Hammam公司。

脱售行动符合公司的翻新船队计划，包括脱售其中4艘规格较低的船只，以确保船队适合在深海运作，也方便公司管理船队规模。【南洋网财经】

Type	Announcement
Subject	OTHERS
Description	ACQUISITION OF ONE (1) ACCOMMODATION WORK BOAT
INTRODUCTION Our Board of Directors (“Board”) is pleased to announce that Icon Kayra (L) Inc, our wholly-owned subsidiary, had on 6 August 2014 completed the acquisition of one (1) accommodation work boat (“AWB”), SK Line 600 (“Vessel”) from Nam Cheong International Ltd (“Acquisition”) for a purchase consideration amounting to USD30.0 million equivalent to RM95.7 million only. DETAILS OF THE VESSEL The Vessel has a maximum deadweight of approximately 3,500 tonne, equipped with a dynamic positioning system to class requirement for DPS-2 notation (“DP2”) and a four-point mooring system. It can accommodate up to 200 passengers. It is also equipped with a 50-tonne crane as well as approximately 1,000msq of clear deck space for carrying out maintenance or construction of equipment. APPROVALS REQUIRED None required. RATIONALE The Vessel is our first AWB for our fleet. The Acquisition is in line with our fleet expansion programme where we expect to selectively diversify our fleet composition to enable us to manage our fleet according to our customers’ requirements and capture growth potential in the industry, as well as to move up the offshore support vessel value chain by adding vessels to our fleet that are equipped with DP2 to be able to operate and provide marine support services in harsher weather conditions and deeper waters. FINANCIAL EFFECTS The Acquisition is not expected to have any effects on the share capital and shareholding structure of our Company and no material effect on the net assets of our company. However, the Acquisition is expected to contribute positively to the earnings of our group of companies for the financial year ending 31 December 2014 and beyond. DIRECTORS' AND SHAREHOLDERS' INTEREST None of the Directors, major shareholders of ICON and/or persons connected with the Directors or its subsidiaries has any interest, direct or indirect in the Acquisition. DIRECTORS' STATEMENT Our Board is of the opinion that the Acquisition is in the best interest of our Company. The announcement is dated 8 August 2014.

Type	Announcement
Subject	OTHERS
Description	DISPOSAL OF VESSEL
INTRODUCTION Our Board of Directors (“Board”) wishes to announce that Icon Ship Management Sdn. Bhd. our wholly owned subsidiary, recently entered into a memorandum of agreement (“MOA”) to dispose of a vessel to Hadi Hamad Al-Hammam Est., Marine Services, a company incorporated in the Kingdom of Saudi Arabia, for a total cash consideration of USD3,880,000.00 (“Sale Consideration”) (“Proposed Disposal”). DETAILS OF THE VESSEL Tanjung Manis (the “Vessel”) is one of our vessels classified as a utility vessel (“UV”). It is a much smaller version of the straight supply vessel but without cargo tanks for drilling fluids or cement. UVs primarily operate in shallow water and are typically used to transport deck cargo, fuel, fresh water, food provision and personnel. The Vessel was built in year 2005 with 3,484 brake horse power. BASIS OF ARRIVING AT THE SALE CONSIDERATION The Sale Consideration was arrived at on an arm’s length basis in line with the current market price for such type of vessel. The payment terms of the Proposed Disposal are in the following manner: The Sale Consideration minus the amount of the deposit amounting to USD388,000.00 shall be paid in full free of bank charges to the escrow agent for the purposes of on-payment by the escrow agent on delivery of the Vessel, but not later than 3 banking days after the Vessel is in every respect physically ready for delivery in accordance with the terms and conditions of the MOA; and Notice of Readiness has been given. COMPLETION OF PROPOSED DISPOSAL The Proposed Disposal is expected to be completed by the end of third quarter 2014. APPROVALS REQUIRED None required. RATIONALE The Proposed Disposal is in line with our fleet renewal programme where we expect to replace some of our lower specification vessels with vessels that have greater engine capacity and which are equipped with dynamic positioning capabilities to ensure that our fleet is up-to-date and have the capability to operate in harsher weather conditions and deeper waters, in order to manage our fleet portfolio into optimal fleet size, age and composition. FINANCIAL EFFECTS The Proposed Disposal is not expected to have any material effect on the earnings and net assets of the Company. Notwithstanding this, the disposal of the Vessel is not expected to have any effects on the share capital and shareholding structure of the Company. DIRECTORS' AND SHAREHOLDERS' INTEREST None of the Directors, major shareholders of ICON and/or persons connected with the Directors or its subsidiaries has any interest, direct or indirect in the Proposed Disposal. DIRECTORS' RECOMMENDATION Our Board is of the opinion that the Proposed Disposal is in the best interest of our Company. DOCUMENTS AVAILABLE FOR INSPECTION A copy of the MOA is available for inspection at the office of ICON at Level 12A, East Wing, The Icon, No. 1 Jalan 1/68F, Off Jalan Tun Razak, 55000 Kuala Lumpur, Malaysia for a period of three (3) months from the date of this announcement during normal office hours from Monday to Friday (except for public holidays). This announcement is dated 8 August 2014.

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成功进军汶莱市场 传Icon 岸外获2.7亿合约

财经新闻 财经  2014-08-10 09:05
（吉隆坡9日讯）消息透露，刚上市不久的Icon岸外（ICON，5255，主板贸服股），将在汶莱取得3项总值超过2亿7000万令吉的包租合约（charter deals）。

知情人士表示，该公司将租赁两艘锚拖供应船（AHTS）于Petrofac1年，以及将1艘工作驳船（Accommodation Work Barge）出租于国际石油公司，为期5年。

市场人士认为，这对于Icon岸外来说，这是重要的一步，因为汶莱对于本地化的要求相当严格，该国市场并不容易渗入。

根据《The Edge》报道，Icon岸外无法在截稿前给予回应。

Icon岸外截至3月31日首季以近6倍的涨幅，交出1950万令吉净利表现，上财年同期为311万8000令吉；营业额则上扬22.61%，报8006万7000令吉。
新船提振营业额

新船只是带动公司营业额走高的原因，该公司共购入4艘锚拖供应船以及1艘平台供应船（PSV）。

至于船只使用率则从76%，按年提振至79%。

配合船队扩展计划，Icon岸外在上周以3000万美元（约9570万令吉），向南昌国际收购一艘工作驳船；此外，该公司也以388万美元（约1245万令吉），脱售一艘拖船给沙地阿拉伯Hadi Hamad Al-Hammam公司。

Icon岸外购船的举动并未让市场意外，该公司在招股书上已表明在上市后将购入4艘船只，以扩展船队；这4艘船只包括1艘工作驳船、两艘锚拖供应船以及1艘平台供应船（PSV），总值为2亿8400万令吉。

目前，该公司仍有6艘船只还在建设当中。

股价上月一度深跌

在上个月底，随着价格稳定机制期限结束，Icon岸外无力支撑继而走跌，一度挫4%，达1.72令吉，是上市以来最低点。

在5月30日上市的Icon岸外，在少了价格稳定机制承销商马银行投行的买盘后，走势疲软，盘中最低曾下探1.72令吉，跌8仙或4.44%，更是比1.85令吉的发售价，低13仙或7.02%。

周五闭市时，该公司以1.82令吉挂收，平盘。

马银行投行从上月25日至本月24日的价格稳定期限中，以介于1.80至1.85令吉的价格，共买入了4367万股。

Icon岸外是国内最大型岸外支援船供应商，亦是东南亚其中一家大型业者，大股东为官联公司国家股权公司（Ekuinas）。

在6月间，Icon岸外透过首次公开募股（IPO）活动中，成功筹资9亿4490万令。【南洋网财经】

icy97

获两项汶莱合约　ICON岸外扩大海外市场

财经 2014年8月15日
（吉隆坡15日讯）身为大马最大型海上支援船供应商的ICON岸外（ICON，5255，主板贸服股）今日宣布两项汶莱合约，藉以扩大该公司的海外市场。

根据文告指出，ICON岸外表示，其旗下全资子公司--Icon Fleet私人有限公司与Zell运输私人有限公司达成联营协议，一起为汶莱提供海上支援船（OSV）服务合约。

同时，ICON岸外透过IconFleet早前成立的Icon Bahtera（汶莱）私人有限公司，与Zell运输签署一项租凭合约，以租借一艘住宿工作船予后者，而汶莱蜆壳石油公司为最终客户。

Icon Bahtera（汶莱）与Zell运输达成长期性合约，期限长达5年，同时，后者还可以选择性延长两年租用期。

ICON岸外首席执行员嘉玛预测，该新合约將可以为ICON岸外2014財政年净利和净资產带来正面的贡献。

另外，ICON岸外旗下子公司--ICON岸外集团私人有限公司，从国际石油和天然气服务供应商手中获得续约协议，前者需要提供后者两艘锚拖供应船和补给船。

「与此同时，这也是我们2014年获得最大的合约，预计將为公司业务增长和提高合约订单至9亿2700万令吉。」

嘉玛指出，该联营协议將能够帮助ICON岸外进入汶莱市场，同时，他还允许任何的海上支援船收购或租用服务合约。

ICON岸外股价今日下滑2仙或1.10%，掛1.8令吉，成交量达74万2800股。【东方网财经】

Type	Announcement
Subject	OTHERS
Description	JOINT VENTURE BETWEEN ICON FLEET SDN BHD, A WHOLLY OWNED SUBSIDIARY OF ICON OFFSHORE BERHAD WITH ZELL TRANSPORTATION SDN BHD
INTRODUCTION Our Board of Directors (“Board”) is pleased to announce that Icon Fleet Sdn Bhd (“IFSB”), our wholly-owned subsidiary, had signed a binding and conditional term sheet (“Term Sheet”) with Zell Transportation Sdn Bhd (“ZELL”) to form a joint venture for the provision of offshore support vessels (“OSV”) to service contracts and operations in Negara Brunei Darussalam (“Brunei”) (“Proposed JVA”). (ICON and ZELL shall collectively be known as the “Parties”) The Term Sheet is legally binding and conditional, and forms the basis for the eventual execution of a joint venture agreement (“JV Agreement”) which will govern the relationship of the Parties. The Proposed JVA will be consummated through Icon Bahtera (B) Sdn Bhd (“IBSB”). IBSB is currently our wholly owned subsidiary with limited liability incorporated in Brunei. Please refer to the para “Shareholding of IBSB” below for further details on shareholdings of IBSB following the completion of the Proposed JVA. IFSB is our wholly owned subsidiary with limited liability incorporated in Malaysia and is an investment holding company, of which its subsidiaries are involved in the leasing of vessels. ZELL is a company with limited liability incorporated in Brunei and is involved in the business of vessel chartering. ZELL is a 100% Bumiputera company of Brunei and is registered with Brunei Shell Petroleum (“BSP”). BACKGROUND As per our announcement on 8 August 2014, we had through our wholly owned subsidiary, Icon Kayra (L) Inc. (“IKLI”), completed the acquisition of one accommodation work boat known as SK Line 600 (“Vessel”) from Nam Cheong International Ltd. Pursuant to the Proposed JVA, the Vessel will be transferred to IBSB. A memorandum of agreement (“MOA”) between IKLI and IBSB will later be executed to administer the transfer of the Vessel; and The Proposed JVA will also require IBSB to procure financing from a licensed financial institution to complete the acquisition of the Vessel from IKLI (“Vessel Financing”). As per our announcement on 8 August 2014, the proceeds from the acquisition will be channelled to the expansion of our fleet based on the identified four (4) vessels described in the Prospectus. As per our announcement on the even date, IBSB had also entered into an agreement to charter the Vessel to ZELL, with BSP as the end customer (“Charter Contract”). IBSB will temporarily charter the Vessel from IKLI to service the Charter Contract until the completion of the Proposed JVA. The contract is for a firm period of five (5) years with an option to extend the hire by a further two (2) years. SALIENT TERMS AND CONDITIONS OF THE PROPOSED JVA Conditions Precedent The completion of the Proposed JVA shall take place on 1 January 2015 or such other date as the Parties may mutually agree and is conditional upon the fulfilment of, inter alia, the following conditions precedent: The execution of the JV Agreement, MOA and completion of the Vessel Financing; and The completion of the Share Subscriptions (as defined below). Business and Obligation The business of IBSB shall be to invest, acquire, own and lease offshore support vessels. ICON’s Obligations Assist in the operation of the offshore support vessels. Manage, maintain and service the offshore support vessels during the charter period. Where required, the transfer of knowledge and training of local (Brunei) shore based staff. ZELL’s Obligations Obtain and maintain the requisite license with BSP or other relevant charterers in Brunei. Assist in securing charter contracts with BSP or other relevant charterers in Brunei. Procure the financing for the acquisition of offshore support vessels on behalf of IBSB. Shareholding of IBSB The Parties shall unconditionally subscribe for such number of ordinary shares of BND1.00 each in IBSB (“IBSB Shares”) and redeemable convertible preference shares (“RCPS”) as may be required (“Share Subscriptions”); whereby IFSB and ZELL will have a 49% and 51% stake in IBSB respectively. IFSB’s investment in IBSB will be financed by internally generated funds. FINANCIAL EFFECTS The Proposed JVA together with the maiden Charter Contract and other future contracts in Brunei are expected to contribute positively to the earnings and net assets of ICON for the financial year ending 31 December 2014 and beyond. Other than disclosed above, the Proposed JVA is not expected to have any material effects on our share capital and shareholding structure. RATIONALE OF THE PROPOSED JVA The Proposed JVA is in line with our business strategy and enables us to expand our group of companies’ regional operations into a new market, thereby strengthening our position as one of the largest pure-play OSV providers in Southeast Asia in terms of number of vessels. RISKS ASSOCIATED WITH THE PROPOSED JVA Barring any unforeseen circumstances, there are no new significant risk factors associated with the Proposed JVA other than those already disclosed in our prospectus dated 30 May 2014 in relation to our initial public offering. Our Board has and will continue to exercise due care in considering the risks and benefits associated with the Proposed JVA and will take appropriate measures to plan and integrate this joint venture with its current business operations. We are of the view that the likelihood and impact of these risks are considered to be manageable within an acceptable level. DIRECTORS RECOMMENDATION Our Board, after having considered the terms of the Proposed JVA, are of the opinion that the Proposed JVA is fair and in the best interest of the Company. APPROVALS REQUIRED None required. INTEREST OF DIRECTORS, MAJOR SHAREHOLDERS AND/OR PERSONS CONNECTED TO THEM None of the Directors, major shareholders and/or persons connected to them has any interest, direct or indirect in the Proposed JVA. DOCUMENTS AVAILABLE FOR INSPECTION A copy of the Term Sheet is available for inspection at the office located at ICON at Level 12A, East Wing, The Icon, No. 1 Jalan 1/68F, Off Jalan Tun Razak, 55000 Kuala Lumpur, Malaysia for a period of three (3) months from this the date of this announcement during normal office hours from Monday to Friday (except for public holidays). The announcement is dated 15 August 2014.

Type	Announcement
Subject	OTHERS
Description	LONG TERM CHARTER CONTRACT AND CONTRACT EXTENSION
INTRODUCTION Our Board of Directors (“Board”) is pleased to announce the following: Icon Bahtera (B) Sdn Bhd (“IBSB”), currently our wholly-owned subsidiary, has recently entered into an agreement to charter one (1) accommodation work boat to Zell Transportation Sdn Bhd (“ZELL”) (the “ZELL Contract”), with Brunei Shell Petroleum as the end customer; and Icon Offshore Group Sdn Bhd, our wholly owned subsidiary, has recently received a letter of intent pertaining to the contract extension from an international oil and gas service provider for the provision of two (2) anchor handling tug and supply vessels (“AHTS”) (the “Extensions”). DETAILS OF THE CONTRACTS The ZELL Contract is for a firm period of five (5) years with an option to extend the hire by a further two (2) years. The ZELL Contract commences from 22 July 2014. The Extensions are for the two (2) AHTS is for a period of one (1) year from 21 July 2015 to 20 July 2016 and from 21 January 2015 to 20 January 2016 respectively. FINANCIAL EFFECTS The Contracts, valued at approximately RM297 million, inclusive of the option period, are expected to contribute positively to the earnings and net assets of ICON for the financial year ending 31 December 2014 and beyond. Pursuant to our announcement on the even date, in respect of a term sheet for a joint venture arrangement in IBSB entered into between Icon Fleet Sdn Bhd, our wholly owned subsidiary, and ZELL, the earnings from the ZELL Contract will be reflective of the shareholdings of the Company in IBSB for the financial year ending 31 December 2015 and beyond. Notwithstanding this, the contracts are not expected to have any effect on the share capital and shareholding structure of ICON. RISKS ASSOCIATED WITH THE CONTRACTS Barring any unforeseen circumstances, there are no significant risk factors associated with the Contracts apart from the operational, credit, foreign exchange and sovereign business risks inherent in the industry. DIRECTORS' AND SHAREHOLDERS' INTEREST None of the Directors, major shareholders of ICON and/or persons connected with the Directors or its subsidiaries has any interest, direct or indirect in the Contracts. DIRECTORS' STATEMENT Our Board is of the opinion that the entry into/acceptance of the Contracts is in the best interest of our Company. The announcement is dated 15 August 2014.

icy97

汶萊設聯營公司看好‧標誌岸外攫更多商機

2014-08-18 17:09      
（吉隆坡18日訊）標誌岸外（ICON,5255,主板貿服組）與汶萊Zell運輸私人有限公司聯營設立Icon Bahtera私人有限公司，各持51%和49%股權，以經營前者新建造的SKL600工作船，服務汶萊蜆殼石油提供的新合約。

另外，標誌岸外也獲一家國際油氣供應商提供2艘三用工作船（AHTS）的延長合約，各被延長服務時間一年。

上述合約總值達2億9千700萬令吉。

分析
達證券研究直言對消息看法正面，尤其是SKL600攫獲海外訂單，因標誌岸外目前的大部份訂單均來自國家石油（Petronas），擴張業務至區域市場將降低客戶集中風險。

該行也認為，隨著標誌岸外在汶萊設立聯營公司，未來可能自當地攫獲更多新合約。

“SKL600也是標誌岸外的第一艘住宿工作船，顯示該公司多元化業務至新工作船種類，這艘新船艦掌握的最高7年租約，將確保標誌岸外長期盈利保持穩定。”

儘管租金並未公佈，可達證券樂觀認為標誌岸外可取得具競爭力的租金，因旗下船艦相對年輕，而且攫取高專幅合約的紀錄良好。

有鑑於此，達證券維持標誌岸外“買進”評級不變，目標價2令吉20仙，相信該公司積極的船艦擴張計劃，包括進軍深水船艦領域讓該公司可繼續自國油資本開銷中攫取機會。（星洲日報／財經）

icy97

icy97 发表于 16-8-2014 02:03 AM
获两项汶莱合约　ICON岸外扩大海外市场

财经 2014年8月15日

Type	Announcement
Subject	OTHERS
Description	JOINT VENTURE BETWEEN ICON FLEET SDN BHD, A WHOLLY OWNED SUBSIDIARY OF ICON OFFSHORE BERHAD WITH ZELL TRANSPORTATION SDN BHD
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1715457

Type	Announcement
Subject	OTHERS
Description	LONG TERM CHARTER CONTRACT AND CONTRACT EXTENSION
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1715293

icy97

icy97 发表于 9-8-2014 11:49 PM
Icon 岸外9570 万买驳船

财经新闻 财经  2014-08-09 11:05

Type	Announcement
Subject	OTHERS
Description	ACQUISITION OF ONE (1) ACCOMMODATION WORK BOAT
INTRODUCTION Our Board of Directors (“Board”) is pleased to announce that Icon Kayra (L) Inc, our wholly-owned subsidiary, had on 6 August 2014 completed the acquisition of one (1) accommodation work boat (“AWB”), SK Line 600 (“Vessel”) from Nam Cheong International Ltd (“Acquisition”) for a purchase consideration amounting to USD30.0 million equivalent to RM95.7 million only. DETAILS OF THE VESSEL The Vessel has a maximum deadweight of approximately 3,500 tonne, equipped with a dynamic positioning system to class requirement for DPS-2 notation (“DP2”) and a four-point mooring system. It can accommodate up to 200 passengers. It is also equipped with a 50-tonne crane as well as approximately 1,000msq of clear deck space for carrying out maintenance or construction of equipment. APPROVALS REQUIRED None required. RATIONALE The Vessel is our first AWB for our fleet. The Acquisition is in line with our fleet expansion programme where we expect to selectively diversify our fleet composition to enable us to manage our fleet according to our customers’ requirements and capture growth potential in the industry, as well as to move up the offshore support vessel value chain by adding vessels to our fleet that are equipped with DP2 to be able to operate and provide marine support services in harsher weather conditions and deeper waters. FINANCIAL EFFECTS The Acquisition is not expected to have any effects on the share capital and shareholding structure of our Company and no material effect on the net assets of our company. However, the Acquisition is expected to contribute positively to the earnings of our group of companies for the financial year ending 31 December 2014 and beyond. DIRECTORS' AND SHAREHOLDERS' INTEREST None of the Directors, major shareholders of ICON and/or persons connected with the Directors or its major shareholders has any interest, direct or indirect in the Acquisition. DIRECTORS' STATEMENT Our Board is of the opinion that the Acquisition is in the best interest of our Company. The announcement is dated 20 August 2014.

Type	Announcement
Subject	OTHERS
Description	DISPOSAL OF VESSEL
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1715669

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/06/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/06/2014	30/06/2013	30/06/2014	30/06/2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	81,971	90,663	162,037	155,963
2	Profit/(loss) before tax	8,413	17,255	28,111	21,304
3	Profit/(loss) for the period	7,979	1,988	27,479	5,105
4	Profit/(loss) attributable to ordinary equity holders of the parent	7,979	1,988	27,479	5,105
5	Basic earnings/(loss) per share (Subunit)	0.01	0.01	0.07	0.02
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 ($$)	0.8900		1.4700

cmz0927

这股还能看嘛? 上次新上市买到很贵，现在烂茶渣了 T_T

icy97

扩岸外支援船规模 传Icon 岸外入股GMV

财经新闻 财经  2014-10-05 10:59
（吉隆坡4日讯）消息透露，Icon岸外（ICON，5255，主板贸服股）有意购入Global Maritime Ventures（简称GMV）岸外服务业务部分股权，借此划扩增公司的岸外支援船只（OSV）规模。

财经周报《TheEdge》引述消息人士谈话指出，大股东国家股权公司（Ekuinas）是这项交易的幕后主导者。

消息人士说，GMV与本地多名业者共同拥有数艘岸外支援船只，前者最近有意出售部分股权，借此机会套利，双方或许会以换股方式方式完成交易。

在Icon岸外持股42%的国家股权公司回应询问时说，对于这项交易并不知情。

GMV是大马发展银行（Bank Pembangunan Malaysia）子公司，为海事创投控股公司。

该公司与本地4家海事公司均有联营合作，这些公司包括世界海事（ALAM，5115，主板贸服股）子公司Alam Maritim有限公司、加影外环公路（SILKHLD，5078，主板基建股）持股70%的子公司Jasa Merin、Offshoreworks有限公司及Efogen有限公司。

消息人士指出，若Icon岸外收购GMV联营股权，就可共同持有岸外支援船只资产，每一年可从这项投资中获取额外的1亿令吉净利，但目前不清楚的是相关船只否共同拥有租约。

根据GMV的2012年年报，该公司在Alam Maritim有限公司的两艘锚拖供应船（AHTS），以及一艘支援维护船只资产，持股40%；在JasaM erin的锚拖供应船资产，则持股49%。

此外，也与Efogen共同持有锚拖供应船资产，持股比例达49%。

【南洋网财经】

icy97

訂單逾8億 ICON岸外獲6350萬合約

企業財經22 Oct 2014 17:30
（吉隆坡22日訊）ICON岸外（ICON，5255，主要板貿服）子公司最近獲得一項供應船隻合約，總值約6350萬令吉。

ICON岸外向馬證交所報備，旗下ICON岸外私人有限公司獲得由大馬Talisman有限公司頒發的合約，供應1艘拖船。

根據報備文件，上述合約為期2年，並有1年延長合約選擇，自9月已開始，預計將貢獻至ICON岸外2014財年12底和未來的收益及淨資產。

ICON岸外總執行長嘉瑪尤斯夫另外透過發布文告說：“感激Talisman對我們的信任，配合最近的上市活動，我們正邁向目標，有信心能達標，並超越投資者對我們的期望。”

此外，最近進軍汶萊油氣市場的ICON岸外，目前積極擴大船隻團隊，以提供更多元化的船隻滿足客戶需求。

ICON岸外剛完成向南昌收購1艘工作船，並正建設額外船隻，包括2艘岸外勞動駁船、2艘平台供應船、1艘迅速人工船及2艘深水三用工作拖船（AHTS）。

嘉瑪尤斯夫指出，ICON岸外訂單很強達8億1700萬令吉，儘管最近油氣領域表現放緩，但客戶對淺水海域可行的船隻需求持續走強，因此獲益不淺。【中国报财经】

Type	Announcement
Subject	OTHERS
Description	LONG TERM CHARTER CONTRACT
INTRODUCTION Our Board of Directors (“Board”) is pleased to announce that Icon Offshore Group Sdn Bhd, our wholly owned subsidiary, has recently been awarded a contract from Talisman Malaysia Limited for the provision of one (1) anchor handling/tug/supply vessel (the “Contract”) which was duly accepted by the subsidiary company. DETAILS OF THE CONTRACT The Contract is for a firm period of two (2) years with an option to extend the hire by a further one (1) year. The Contract commenced in September 2014. FINANCIAL EFFECTS The Contract, valued at approximately RM63.5 million, inclusive of the option period, is expected to contribute positively to the earnings and net assets of ICON for the financial year ending 31 December 2014 and beyond. The Contract is not expected to have any effect on the share capital and shareholding structure of ICON. RISKS ASSOCIATED WITH THE CONTRACT Barring any unforeseen circumstances, there are no significant risk factors associated with the Contract apart from the operational, credit and sovereign business risks inherent in the industry. DIRECTORS' AND SHAREHOLDERS' INTEREST None of the Directors, major shareholders of ICON and/or persons connected with the Directors or its major shareholders has any interest, direct or indirect in the Contract. DIRECTORS' STATEMENT Our Board is of the opinion that the acceptance of the Contract is in the best interest of the Company. The announcement is dated 21 October 2014.

APULA

ICON岸外營業額跌18.5%
企業財經26 Nov 2014 20:51
http://www.chinapress.com.my/node/580285

（吉隆坡26日訊）因部分船隻營業額貢獻下滑，ICON岸外（ICON，5255，主要板貿服）截至9月底第3季，營業額按年下滑18.5%至7975萬令吉，淨利跌14.5%至1895萬令吉。
　
ICON岸外今日發佈最新業績時指出，第3季業績下滑主要因油氣領域下游活動減少，以致船舶使用率減少，這抵消新資產即三用工作拖船（AHTS）和住宿工作船（AWB）的貢獻。
　
另外，該公司首9個月營業額雖按年下滑2.3%至2億4179萬令吉，但淨利高漲70%至4643萬令吉。
　
ICON岸外今日閉市報平盤1.36令吉，成交量12萬2500股。

SUMMARY OF KEY FINANCIAL INFORMATION 30/09/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/09/2014	30/09/2013	30/09/2014	30/09/2013
		$$'000	$$'000	$$'000	$$'000

1	Revenue	79,749	97,836	241,787	248,332
2	Profit/(loss) before tax	19,055	22,102	47,165	43,407
3	Profit/(loss) for the period	18,946	22,145	46,425	27,250
4	Profit/(loss) attributable to ordinary equity holders of the parent	18,946	22,145	46,425	27,250
5	Basic earnings/(loss) per share (Subunit)	0.03	0.09	0.11	0.11
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 ($$)	0.9071		1.4700

APULA

ICON岸外獲3合約值4300萬
企業財經10 Dec 2014 21:04
http://www.chinapress.com.my/node/583731

（吉隆坡10日訊）ICON岸外（ICON，5255，主要板貿服）旗下子公司ICON岸外私人有限公司，獲3份總值4300萬令吉的合約。

ICON岸外今日向馬證交所報備，ICON岸外私人有限公司獲得EQ石油生產大馬公司頒發3份合約，第1份合約為供應拖船（SSV）租借合約，合約期限為2年，從本月開始生效，並擁有延長一年期限的選擇。

第2份合約是拖吊船租借合約的續約，為期1年，從10月份已開始生效。第3份合約則為三用工作拖船（AHTS）租用合約的延展，延長期限為134天，從本月正式生效。

根據報備文件指出，該合約總值4300萬令吉，估計可為公司本財年和未來淨利做出積極貢獻，但不會對股本和股權結構造成任何影響。

Type	Announcement
Subject	OTHERS
Description	LONG TERM CHARTER CONTRACT AND CONTRACT EXTENSIONS
INTRODUCTION Our Board of Directors (“Board”) is pleased to announce that Icon Offshore Group Sdn Bhd, our wholly owned subsidiary, has recently been awarded the following contract awards (the “Contracts”): a contract by EQ Petroleum Production Malaysia Limited for the provision of one (1) unit straight supply vessel (the “SSV Contract”); a contract extension by an established oil major for the provision of one (1) utility tug vessel (the “UVContract”); and a contract extension by an established oil major for the provision of one (1) anchor handling tug/supply vessel (the “AHTS Contract”). The Contracts were duly accepted by our subsidiary company. DETAILS OF THE CONTRACT The SSV Contract is for a firm period of two (2) years with an option to extend the hire by a further one (1) year and is expected to commence in early December 2014. The UV Contract is a (1) year extension from the previous long term charter. The letter of extension was received in November 2014 and the contract commenced in October 2014. The AHTS contract is a 134 days extension from the previous charter and is expected to commence in early December 2014. FINANCIAL EFFECTS The Contracts, valued at approximately RM43.0 million are expected to contribute positively to the earnings of ICON for the financial year ending 31 December 2014 and beyond. The Contracts are not expected to have any effect on the share capital and shareholding structure of ICON. RISKS ASSOCIATED WITH THE CONTRACT Barring any unforeseen circumstances, there are no significant risk factors associated with the Contract apart from the operational, credit and sovereign business risks inherent in the industry. DIRECTORS' AND SHAREHOLDERS' INTEREST None of the Directors, major shareholders of ICON and/or persons connected with the Directors or its major shareholders has any interest, direct or indirect in the Contract. DIRECTORS' STATEMENT Our Board is of the opinion that the acceptance of the Contracts are in the best interest of the Company. The announcement is dated 10 December 2014.

勇馨禹诚

cmz0927 发表于 23-9-2014 02:19 PM
这股还能看嘛? 上次新上市买到很贵，现在烂茶渣了 T_T

今天又掉到新低了！成交量很高一下！！！

怎么回事？

APULA

勇馨禹诚 发表于 22-12-2014 10:33 PM
今天又掉到新低了！成交量很高一下！！！

怎么回事？

基石投资者(CORNER STONE INVESTORS)的"禁售期"届满，致使ICON岸外(ICON，5255)面对重压抛售，股价剧跌?

ICON岸外今天午后掀起剧烈抛售活动，股价在重压沽售下节节败退，截至下午4点15分时，退跌至80仙，比上周五急跌17.5仙或18%，总转手量达5581万股，是全场最大热门股。盘中更一度做至77.5仙的最低水平。

今年6月25日上市的ICON岸外是只油气股，上市时获得近10名基石投资者认购逾二成股份，这些基石投资者签署了一份"禁售书"，同意在IPO后的6个月内不会出售手头上股票。

ICON岸外的IPO是5月30日开始接受申请，截止日期是6月 6日，而上市日期则是6月24日。市场人士相信，部份基石投资者在"禁售期"届满后开始售股，是致使这只股票今天急挫的原因。

圖為這只股票上市至今的股價走勢。

資匯 The busy weekly

sp13501

由于看见很多人谈论，我查一下这个股，原来 6月时才上市，1.85 。。才半年就跌掉一半以上！

再查一下盈利，在可得到得数据 。。每年大概赚 2分 。。。

看了这些，觉得很好笑！

我是木匠

看了报纸写哈吉信托一直在买这支股，那么这几天嘛是paper lost了20%++？
或者他们买入的价格比较优惠？

强者

我进了套房,而且还是0.850买进
100 lot
高手建议要卖还是收呢?