【DELEUM 5132 交流专区】迪隆

阿来

今天的跌幅是因为一些精明投机者看到大股东6月4日在出货，也恐怕不干人后，所以也跟风卖出，明天又有大批T3 CONTRA KAKI 到期，4-50 应该可期吧！

Datin Che Bashah @ Zaiton Binti Mustaffa
	:	No. 120, Jalan U-Thant, 55000 Kuala Lumpur
	:	440520-02-5084
	:	Malaysian
	:	Ordinary Shares of RM1.00 each

Disposed

01/06/2007

150,000

4.140

Hj Abd Razak Bin Abu Hurairah
	:	No. 32, Jalan SS3/49, 47300 Petaling Jaya, Selangor Darul Ehsan

Disposed	04/06/2007	60,000	5.000

[ 本帖最后由 阿来 于 11-6-2007 09:53 PM 编辑 ]

阿来

虽然看起来这个又进货，其实依照同一个日期买卖，很显然的根本就是变相瞒天过海法，左手进右手出小把戏！大家可要小心！小心！

Chandran Aloysius Rajadurai
Address	:	No. 27, Lorong Travers, Bukit Persekutuan, 50480 Kuala

Acquired

04/06/2007

100,000

4.880

cechang_2020

啊来兄!很想问问你，你是从那里得到这些信息呢？

阿来

大马交易所网站
http://www.klse.com.my/website/bm/listed_companies/company_announcements/changes_in_s_holding/index.jsp

或进入有关公司

http://announcements.bursamalaysia.com/EDMS/curshweb.nsf/dfDisplayForm?Openform&Count=-1&form=dfDisplayForm&viewname=LsvSHAll&category=DELEUM+BERHAD+

cechang_2020

谢谢啊来兄你的信息。

publicpang

一转手。。。5-4.88 * 40k = 0.12*40k = 4800 进袋。。

阿来

虽然今早484-470 我已经开始扫货，
最低466就受到神秘力量托着，大炮车都攻不倒了，450是没希望，老是期望，只最后也是一无所有！

publicpang

要买的话。。什么价为我都进。。。问题是。。。我不想玩这个鸟。。。

cechang_2020

为什么呢？这个黑金股票不好吗？那到你有跟好的股票吗？

阿来

亚太区需求强劲?探勘活动蓬勃
黑金股料跑嬴大市   

（吉隆坡讯）能源耗歇、成本高昂和专业员工欠缺成为石油天然气最大挑战，惟在亚太区强劲需求和蓬勃探勘活动的支持下，分析员相信相关股项将“跑赢大市”，具有强劲资产、工艺、与外国结盟的“黑金股”前景更备受看好。

大马投资研究指出，出席亚洲石油天然气大会的企业首脑齐声唱好领域展望，未来的供应增长将以亚太为主导，预期亚太区将成为深水探油工艺的枢纽。


“基於未来3年的供应收紧可能无法迎合需求，预期领域前途无限。”

数据显示，在亚洲经济成长蓬勃的推动下，未来数年的全球能源需求热切，石油消费2030年40%至每日1亿2000万桶，天然气则增66%。

供需失衡成关注焦点

话虽如此，大马投资研究和亚欧美投资银行齐声指出，能源枯歇、成本高涨和技工短缺笼罩该领域，而供应和需求失衡成为关注焦点。

亚欧美投资银行表示，成本高昂，许多计划因专业人工欠缺而遭延宕或取消。若能源匮乏，市场将寻找其他替代能源，如核子能、生物燃油、加拿大油砂和委内瑞拉重油。

数据显示，岸外钻井和岸外海事船坞租费各按年激攀309%和41%，依次则为工程和计划管理（23%）、工厂组装（22%）、配备（17%）和钢铁（4%）。

大马投资研究也指出，组装工厂、探油与采油配备严重短缺，加上熟练员工难觅，导致探勘成本提高，业者唯有缔结策略联盟才能有效克服问题。

推荐多苹“心水股＂

众多石油天然气领域相关股项，该研究行首选具有强劲资产的沿海工程（COASTAL，5071）、拉慕尼亚（RAMUNIA，7206）、科恩马集团（KNM，7164）、华商机构（WASEONG，5142）、环境海事资源（ALAM，5115）。

拥有资产基础的的必达（PETRA，7108）、肯油企业（KENCANA，5122）、沙布拉浪峰（SAPCRES，8575）前景也看俏。

另外拥有稳固资产与工艺、或者与外国公司结盟的本地公司，也受青睐，包括科恩马机构、华商机构和戴乐集团（DIALOG，7277）。

亚欧美投资银行也列出多苹“心水股”，并呼吁“强力买进”科恩马集团和拉慕尼亚。

阿来

无论在现金，赚钱和趋势DELEUM 都比 DIALOG 更胜一筹，我们有理由相信在短期会超越前者。如果拆小10票来算，DELEUM目前的股价也只有那区区 几毛钱！

不过，大家买入之前，请事先讯问身边一些师父的意见！

Mr.Business

原帖由 jasonmun 于 21-5-2007 12:24 PM 发表
新股发售价2.55元　Deleum寻求上市主板
（吉隆坡15日讯）Deleum有限公司（Deleum Berhad）正准备在马交所的主要交易板上市。

自从在1982年开始进军石油与天然气领域后，身为国家石油（Petronas）持有执照的合格服务供应商之一的Deleum集团（Deleum Group）便一直不断成长，并成功将本身奠定为一家涉足马来西亚石油与天然气领域，即在从勘探至生产方面，提供支援专业产品与服务的可信赖供应商。在这么多年来，该集团已发展专门为本地的石油与天然气领域提供专业产品与服务的能力。另外，该集团与不同的代理商及夥伴进行策略性联盟，同时也与其客户们，特别是国家石油及其它石油生产分享合约（PSC）公司，建立了强稳的合作关系。

通过艰苦的努力及奉献，该集团已成功建立了一个稳健的记录，即在支援石油与天然气领域方面，拥有具品质、可靠、专门技术和标青服务的记录。

展望未来，该集团的焦点将集中于落实其策略，即透过推介新的产品与服务，为现有及新客户基础进一步提供附加值。同时，该集团也有意扩大其商业版图，以便在成长的市场立起更强大的地位，如在石油与天然气领域提供商机的东协（ASEAN）国家区域、中东及非洲。

Deleum昨日正式在吉隆坡推介其上市招股书。有关上市活动将可为该集团筹获多达4170万令吉的资金。当中，部份的资金将用来采购及提升油田器材及设施，以便能够让该集团提供更广泛的服务。同时，所筹获的资金也将为Deleum提供资源，以在本地及海外扩大其业务。

Deleum料将于2007年6月在大马证券交易所有限公司的主板挂牌上市。在首次公开售股活动（IPO）下，Deleum将发售每股面值1令吉多达 1400万股的新普通股。其中，有400万股将以每股2.55令吉的发售价，供马来西亚的公众人士申请。此外，这项上市活动也将涉及以每股2.55令吉的发售价，发售每股面值1令吉多达645万股的普通股。Deleum预期将在现有的财政年，即在截至2007年12月31日为止的财政年，将创下5亿 8100万令吉的营业额及高达2300万令吉的净利。有鉴于此，以高达2亿零400万令吉已扩大后的市值计算，该集团在2007财政年的预期净本益比将达到8.8倍。

大马投资银行（AmInvestment Bank Berhad）是Deleum上市计划的顾问，以及唯一的包销商与私下配售代理商。

Mr.Business

原帖由 ^ska^ 于 17-5-2007 02:32 PM 发表
IPO Deleum Berhad
Delum Berhad
issue price:RM2.55
listing date:1/6/2007
closing date:22/05/2007

Profit after Tax
2004  14,322                 EPS:19sen
2005  20,274  increase 41%       28sen   
2006  24,831  incrase  22%       36sen

NTA after IPO:RM1.47
ROE=24.48%
PE=7


刚看了summary
公司主要的业务是石油与天然气
由多间子公司组成
是petronas的licensed company
绝大部分的director 是土族
current asset明显大于non current asset
current assets大部分是trade receivable和bank cash


大家觉得这支股怎样？？
ROE和PE都不错
如果有钱   买来放长期投资

原帖由 caprikorn 于 17-5-2007 03:33 PM 发表
今早也大致看过这公司的招股书，
基本面都不错，而且也是石油股，前途一片光明，
只是管理层不大清楚，（多数bumi来的，又有靠山，不怕没project,只怕不会管）
谁可以分析下管理层？？
在最近的ipo里，价钱比较高，希望申请的人也比较少，机会不知会大些吗？

Mr.Business

新闻。

Deleum exceeds forecasts

COMPANY VISIT
By TEE LIN SAY

DESPITE the gloomy pall hanging over financial markets, many Malaysian companies have exhibited impressive growth in earnings. Even many smaller cap stocks have surprisingly exceeded analyst expectations.  

Over the week, specialised equipment and oil and gas services provider Deleum Bhd was one of the companies that delivered results which exceeded its earnings forecast. This was all the more sweeter for Deleum as this was its first full year results since its listing in June last year.


Izham: Our strong financial position gives us lots of flexibility

If investors remember, during its IPO exercise, Deleum forecast a net profit of RM23.03mil on the back of RM581.49mil in revenue for its financial year ended December 2007.

On Monday, Deleum announced a revenue increase of 47.23% to RM665.56mil while net profit increased 38.87% to RM25.12mil. This means that net profit and revenue were surpassed by 9% and 15% respectively.  

As a reward to shareholders, Deleum further announced a second interim dividend of 10 sen per share for the period. Including the 5 sen interim it had announced in August, the stock is now yielding 5% in dividends.

Great earnings it has, but here's one company that is as fundamental as it gets.  

At its earnings per share of 34.52 sen, the stock is trading at a historical price earnings ratio of 8.6 times (x). This is a cheap entry, especially for a sector that is bustling with activity and oil prices that are teasing the US$100 level.

What is even more interesting to note is that over a four-year period, its investments in its property, plant and equipment (PPE) have been on the rise, indicating that all of its earnings have been ploughed back to the business. In 2004, it had PPE of RM14.47mil. Today, it has PPE of RM44.54mil.  


Chandran: Recurring income make up 40% of Deleum’s total revenue

With all the money tied up in equipment, surely the company has to be strapped for cash. And here again, investors will be pleasantly surprise to know that Deleum has a tidy sum of RM61.28mil sitting idle in its bank account.

If Deleum were to decide to return this cash hoard to shareholders, this would translate into cash of about 77 sen per share.

And lest we forget, the company is not only a net cash company, but also with zero borrowings!  

Certainly, while some may complain that Deleum's margins are rather thin, due the equipment supply nature of its business, its executive chairman Datuk Izham Mahmud says this does not mean that the business holds no opportunities.

“We are a supplier of specialised equipment and due to the competitive nature of this business, margins are generally lower. But the sale of equipment will result in us rendering services, repairs and maintenance work that provides a recurring income and higher margins,” says Izham.  

M&A Opportunities

Izham says the company's strong financial position gives Deleum lots of flexibility in pursuing mergers and acquisition (M&A) to expand its current business.

This isn't just rhetoric, as Deleum has already announced its proposed acquisition of a 51% stake in Penaga Dresser Sdn Bhd for RM7.25mil last September.  

“While Penaga Dresser's business is synergistic to Deleum's, a relationship with the Dresser Group will potentially hold more intrinsic value as Dresser is a worldwide industry leader in providing highly engineered products for the global energy infrastructure. We will be able to increase the scope of work because this will get us into the repair and maintenance of control valves and eventually manufacture them locally,” says Deleum managing director Chandran Aloysius Rajadurai.

Dresser's broad portfolio of products includes some of the industry's leading valves, actuators, meters, switches, regulators, piping products, natural gas-fuelled engines, retail fuel dispensers and associated retail point of sale systems, and air and gas handling equipment.

Izham says that Deleum is on the lookout for M&A opportunities domestically and is also looking to expand its market to neighbouring countries such as Brunei and Indonesia, for a start.

“We are assessing several opportunities and we hope to conclude some of them this year,” says Izham.

New Turbines Centre

On Jan 31, Deleum's new Turboservices and Solar Turbines Integrated Service Centre in Senawang, Negri Sembilan was opened for business.

After having invested RM20mil in this centre, this facility will have the capacity to do overhauls, repairs, reconditioning, modification, servicing and testing of Solar Gas Turbines in Malaysia. This facility is jointly managed by Deleum and Solar Turbines International Company.  

Solar Turbines is a wholly-owned subsidiary of Caterpillar Inc and is a global leader in the design and manufacture of industrial gas turbines in the 1-15 MW power range.  

“Our main partner Solar Turbines will be using this facility as a hub to service turbines for its regional clients. We invest in the facility and provide local technical support. They provide us after sales support technology. We see this as an opportunity to expand our regional reach as well as create opportunities for the transfer of high technology into Malaysia,” says Chandran.  

This could see good potential, as Solar sells, manufactures, and services its products in over 96 countries.

Adds Chandran: “This will be the catalyst that enables us to expand our local and regional reach, apart from giving us new revenue streams,”

On the local front, Deleum and Solar Turbines have been actively involved in the industrial power generation business since 1982. To date, Deleum has installed over 200 units of gas turbines and has contracts to do its maintenance works.

Deleum’s overhaul gas turbine services, maintenance and technical services are usually on long-term contract (at least three years), thus providing recurring income, while its ongoing maintenance service contracts such as its wireline services are for a period of 5-10 years.  

For its FY07 results, about 47% of its profits were generated from the sales of specialised equipment and services while the remainder came from oilfield equipment and services. Chandran says recurring income make up 40% of its total revenue while 60% can be categorised as project based.  

Services and Power –Moving Forward

In line with its focus on more service-related products, Izham sees potential in its specialty chemical division, where Deleum is already supplying its drag reducing agent and solid deposit solution.  

The solid deposit solution is designed to remove deposits and enhance oil production. It is used during the oil production phase, where changes in temperature, pressure and composition of crude oil can cause solid deposits of wax, and other materials can form in and around the location of the production path.  

While its contribution to revenue in this financial year is RM4mil to RM5mil, Chandran sees this solution gaining significantly in revenue contribution moving forward as the technology gets accepted and proven.

An analyst adds that Deleum could see its industrial power generation segment picking up, once the gas pricing issue in Malaysia is addressed.  

This is because Malaysia has not changed the regulated price for gas of RM6.40 per million British thermal unit since the pricing was introduced in 1997.

The Government is presently conducting a thorough review of the gas industry to ensure that such natural resources are utilised in an efficient manner.

The pricing of gas in Malaysia is low due to heavy government subsidies. Petronas is providing subsidies to Tenaga Nasional Bhd (TNB) and independent power producers.  

Hence the expectation is for Petronas to increase the price of gas, and in return, TNB will increase the tariff, as it would definitely want to pass on some of the costs to consumers.  

Speculation is still rife that TNB may get fuel-cost pass-through tariff formula after the general election.

“Once the gap between tariffs and gas prices increases, it may be more viable for certain types of industries to set up their own co-generation plant. Deleum may benefit, especially on co-generation plant development,” says this analyst.  

Coming from its low base and armed with its piles of money, Deleum may have the ability to surprise on the upside.

http://biz.thestar.com.my/bizweek/story.asp?file=/2008/3/1/bizweek/20467870&sec=bizweek

Mr.Business

收益业绩超越预测 迪联更具吸引力
二零零八年三月二日 下午五时四十四分

尽管金融市场乌云密布，但许多大马公司仍创下卓越的收益成长，一些小型资本股项甚至更超越了分析师的预测。

在上周，专业设备和石油与天然气服务供应商迪联有限公司（DELEUM，5132，主板贸易服务组）是其一中家公布收益业绩超越预测的公司之一。

这将加强迪联的吸引力，因这是它于去年6月上市后呈交的首份全年业绩。

在其招股活动中，迪联预测在截至2007年12月杪的财政年，可录得2303万令吉净盈利和5亿8149万令吉收益。

而于上周一，迪联宣布收益成长47.23%至6亿6556万令吉，而净盈利也增加38.87%到2512万令吉。

这意味着净盈利和收益分别比预测高出9%和15%。

作为回馈股东，迪联已进一步宣布派发第2次中期股息每股10仙。加上它于8月提出的5仙中期股息，该股的现有周息率已达5%。

除了更佳的收益，该公司也拥有坚稳的基础。

根据每股收益34.52仙，该股是以8.6倍历史本益比水平交易。这属相当廉宜，尤其是同价现已升越每桶100美元水平。

另一方面，在过去4年期间，其于产业、种植和设备的投资也已经提高，象征着其所有收益已再注入这些业务。

而且，迪联仍拥有6128万令吉的资金存于银行帐户中，但负债率却等于零。

若迪联决定把上述现金回退予股东们，每股所获现金将达77仙左右。

虽然一些观察家认为迪联在设备供应方面的业务利润相当低，但其执行主席拿督依占指出，这不意味着这项业务没有商机。

“我们从事供应专业设备，而其于这项业务的竞争，其利润普遍上偏低。但设备的销售将带动粉刷服务、修复以及维修工作，进而带来收入和更高利润。”

依占称，该公司的强稳财务地位给予迪联更大伸缩性，以透过合并和收购扩大其现有业务。

迪联已在去年9月宣布，斥资725万令吉收购Penaga Dresser私人有限公司的51%股份。

“鉴于Penaga Dresser和迪联的业务协同性，与Dresser集团的合作将有增加潜质，因后者是一家提供工程产品予环球能源基建的全球性工业领域。”

迪联董事经理占德兰指出：“我们将可扩大工作规模，因这交给予我们参与控制修复与维修的价值，进而在本地生产。”

依占说，迪联现正探讨国内的合并与收购机会，同时也有意扩充其市场至邻国如汶莱和印尼。

他指出：“我们也正研究数个机会，希望可在今年内落实其中一部分。”

在其07财政年业绩中，其约47%盈利是来自专业设备与服务销售， 而其余则是由油井设备与服务所贡献。

配合其更专注于服务相关产品，依占看好其专业化学部门。

分析师补充，一旦大马天然气价格问题获得解决，迪联的工业发电领域将有望加速。

这是因为马来西亚尚未调整自1997年起实施的每英热单位6.40令吉天然气价格。

政府目前正着手天然气工业的检讨，以确保有效使用这项天然资源。

马来西亚天然气价格偏低，因获得政府的大量津贴所致。与此同时，国家石油公司也提供津贴予国家能源有限公司和其他独立发电厂商。

因此，随着国家石油预测调高天然气价格后，国家能源也将提升收费，因它最终将把部分成本转嫁予消费者。

分析师指出：“在电费与天然气价格差距扩大，它将可能促使一些工业设立它们本身的发电厂。而迪联将会从中受惠，尤其是在联合发电厂发展方面。”

http://www.kwongwah.com.my/news/2008/03/02/104.html

傻人最有傻福

Financial Results

Reference No CM-081125-61676

Company Name	:	DELEUM BERHAD
Stock Name	:	DELEUM
Date Announced	:	25/11/2008

Financial Year End	:	31/12/2008
Quarter	:	3
Quarterly report for the financial period ended	:	30/09/2008
The figures	:	have not been audited

Converted attachment :

Please attach the full Quarterly Report here:

Deleum 3Q 2008.pdf
Deleum 3Q 2008 Notes.pdf

傻人最有傻福

Remark:

SUMMARY OF KEY FINANCIAL INFORMATION

30/09/2008

		INDIVIDUAL PERIOD	CUMULATIVE PERIOD
	CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/09/2008	30/09/2007	30/09/2008	30/09/2007
		RM'000	RM'000	RM'000	RM'000
1	Revenue	115,552	176,414	280,740	557,907
2	Profit/(loss) before tax	13,188	9,390	26,817	27,117
3	Profit/(loss) for the period	10,879	7,057	22,628	20,801
4	Profit/(loss) attributable to ordinary equity holders of the parent	8,330	6,654	18,632	19,191
5	Basic earnings/(loss) per share (sen)	8.33	6.65	18.63	19.19
6	Proposed/Declared dividend per share (sen)	0.00	0.00	5.00	5.00
		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 (RM)	1.4000		1.6600

Note: For full text of the above announcement, please access Bursa Malaysia website at www.bursamalaysia.com

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Profit & Loss
Financial For The Quarter Ended 30 September Quarter Ended 30/09/2008

RM '000
Quarter Ended 30/09/2007

RM '000
Period Ended 30/09/2008

RM '000
Period Ended 30/09/2007

RM '000

Revenue 115,552 176,414 280,740 557,907
Cost of Sales (99,444) (163,964) (247,743) (520,465)
Gross Profit 16,108 12,450 32,997 37,442
         
Other operating income  321 860 1,808 1,636
Selling and distribution costs (640) (542) (1,560) (2,087)
Administrative expenses (6,717) (4,104) (16,557) (13,520)
Other operating expenses 34 (695) (1,627) (2,334)
Finance Cost (123) (93) (358) (283)
Share results of associates  4,205 1,514 12,114 6,263
PBT  13,188 9,390 26,817 27,117
         
Tax expenses  (2,309) (2,333) (4,189) (6,316)
         
PAT 10,879 7,057 22,628 20,801
         
Attributable to :         
Equity holders of the Company 8,330 6,654 18,632 19,191
MI  2,549 403 3,996 1,610
  10,879 7,057 22,628 20,801
         
Basic EPS (sen) 8.33 6.65 18.63 1 9.19
         


Balance Sheets

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5132    DELEUM    DELEUM BHD

Quarterly rpt on consolidated results for the financial period ended 31/3/2009

Quarter: 1st Quarter Financial Year End: 31/12/2009 Report Status: Unaudited Submitted By: Lim Hooi Mooi Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period 31/03/2009 31/03/2008 31/03/2009 31/03/2008 RM '000 RM '000 RM '000 RM '000 1 Revenue 147,306 83,597 147,306 83,597 2 Profit/Loss Before Tax 10,571 7,294 10,571 7,294 3 Profit/Loss After Tax and Minority Interest 8,099 6,764 8,099 6,764 4 Net Profit/Loss For The Period 6,080 5,875 6,080 5,875 5 Basic Earnings/Loss Per Shares (sen) 6.08 7.34 6.08 7.34 6 Dividend Per Share (sen) 0.00 10.00 0.00 10.00 As At End of Current Quarter As At Preceding Financial Year End 7 Net Tangible Assets Per Share (RM) 1.5300 1.4600

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Company Name	:	DELEUM BERHAD
Stock Name	:	DELEUM
Date Announced	:	20/08/2009

EX-date	:	04/09/2009
Entitlement date	:	08/09/2009
Entitlement time	:	05:00:00 PM
Entitlement subject	:	First Interim Dividend
Entitlement description	:	First interim single tier exempt dividend of 5.0 sen per ordinary share for the financial year ending 31 December 2009
Period of interest payment	:	to
Financial Year End	:	31/12/2009
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 26 Menara Multi-Purpose Capital Square 8 Jalan Munshi Abdullah 50100 Kuala Lumpur Tel No.: 03 2721 2222
Payment date	:	18/09/2009
a. Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	:	08/09/2009
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	:	0.05

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