【SAAG 9652 交流专区】系统机构

leong9000

原帖由 留下眼镜 于 17-1-2008 09:00 AM 发表
是罗！是罗！而且这工程本钱也不轻，当地拿材料不容易，所以运输成本不低。

看他大大个红字，好像刚出大城市一般。

你这算什么？有大大分享，你看不过眼就关帖去别的帖好了
干嘛要出言讽刺？:@:@

猪哥靓

良九兄弟，稍安勿躁，有批评才有进步。去看看zoom９９９９的旧贴再说吧。

elvingan

原帖由 leong9000 于 18-1-2008 07:47 AM 发表


你这算什么？有大大分享，你看不过眼就关帖去别的帖好了
干嘛要出言讽刺？:@:@

这是批评和意见,不是讽刺!!!
如果一味的赞好与支持,那就看不见里头的弊端了...

leong9000

所言甚是,我没头没脑地看了血气上脑就恼了起来,可不大好

让我去查查罢

elvingan

别那么说!!
努力作功课才是上上之策,天下没有免费的午餐哦...

猪哥靓

好了，一切尘归尘，土归图。

东邪

9652            
SAAG- EXERCISE OF 5,000 WARRANTS ("EXERCISE OF WARRANTS")  

LISTING'S CIRCULAR NO. L/Q :  48296 OF  2008
Kindly be advised that the abovementioned Company’s additional 5,000 new
ordinary shares of RM1.00 each issued pursuant to the exercise of Warrants will

be granted listing and quotation with effect from 9.00 a.m., Thursday, 24
January 2008.

SNR MANAGER, ISSUERS


21/01/2008   04:39 PM

东邪

9652

PROPOSED PRIVATE PLACEMENT

- PROPOSED PRIVATE PLACEMENT OF UP TO 10% OF THE ENLARGED ISSUED AND PAID-UP SHARE CAPITAL OF THE COMPANY (“PLACEMENT SHARES”) (“PROPOSED PRIVATE PLACEMENT”) SAAG CONSOLIDATED (M) BHD You are advised to read the entire contents of the announcement or attachment. To read the entire contents of the announcement or attachment, please access the Bursa website at http://www.bursamalaysia.com .

30/01/2008   06:32 PM

东邪

General Announcement

Reference No MM-080130-53487

Submitting Merchant Bank	:	AMINVESTMENT BANK BERHAD
Company Name	:	SAAG CONSOLIDATED (M) BHD
Stock Name	:	SAAG
Date Announced	:	30/01/2008

Type	:	Announcement
Subject	:	- PROPOSED PRIVATE PLACEMENT OF UP TO 10% OF THE ENLARGED ISSUED AND PAID-UP SHARE CAPITAL OF THE COMPANY (“PLACEMENT SHARES”) (“PROPOSED PRIVATE PLACEMENT”)
Contents	:	SAAG CONSOLIDATED (M) BHD
Attachments	:	Tables.doc
Announcement Details : 1. INTRODUCTION On behalf of the Board of Directors of SAAG (“Board”), AmInvestment Bank Berhad (“AmInvestment Bank”), a member of AmInvestment Bank Group, is pleased to announce that SAAG is proposing to undertake a private placement of up to 10% of the enlarged issued and paid-up share capital of SAAG. 2. DETAILS OF THE PROPOSED PRIVATE PLACEMENT At the Annual General Meeting (“AGM”) of the Company convened on 25 June 2007, the shareholders of SAAG have authorised the Directors of the Company to issue new shares not exceeding 10% of the issued share capital of the Company at any time pursuant to Section 132D of the Companies Act, 1965 (“Act”). Prior to the Proposed Private Placement, the Company had also previously implemented a placement exercise in 2007 (“1st Placement”). The placement shares were placed out in tranches, with the final tranche completed on 6 April 2007. The issuance of the Placement Shares pursuant to the Proposed Private Placement after taking into consideration of the 1st Placement will be in compliance with the requirements of paragraph 6.10 of the Bursa Malaysia Securities Berhad (“Bursa Securities”) Listing Requirements and the SC's Policies / Guidelines on Issue/Offer of Securities ("SC Guidelines"), which states, inter-alia that a listed issuer shall not issue any shares if the nominal value of the shares, when aggregated with the nominal value of any such shares issued during the preceding 12 months, exceed 10% of the nominal value of the issued and paid-up capital of the listed issuer, except where the shares are issued with prior approval of the shareholders in general meeting. Hence, SAAG will be implementing the Proposed Private Placement in tranches to ensure that the total SAAG shares issued via Section 132D of the Act is within 10% of its issued and paid-up capital during the preceding 12 months, in compliance with the aforesaid requirements. 2.1 Size of Placement The size of the Proposed Private Placement will be up to 10% of the enlarged issued and paid-up share capital of SAAG at the point of implementation after taking into consideration the following:- (i) the then issued and paid-up share capital of SAAG (as at 2 January 2008, the figure stood at RM61,635,550 comprising 61,635,550 Shares); (ii) any new shares that may be issued arising from the exercise of the Company’s existing outstanding Employees Share Option Scheme (“ESOS”) options; (iii) any new shares that may be issued arising from the exercise of the Company’s existing outstanding warrants (“Warrants”); and (iv) the further accumulation and subsequent cancellation of treasury shares pursuant to its share buy-back scheme (if any) in the open market. 2.2 Basis of Pricing The issue price for each tranche of the Placement Shares to be issued pursuant to the Proposed Private Placement shall be determined at later date(s), whereby, the issue price shall not be set at a discount of more than ten percent (10%) to the five (5) day weighted average market price (“WAMP”) of SAAG shares immediately prior to the price fixing date. The price fixing date will be determined after obtaining all relevant regulatory approvals for the Proposed Private Placement. For illustration purposes, the indicative placement price of RM4.80 represents a discount of approximately 6.6% from the five (5) day WAMP of SAAG’s shares for the five (5) market days from 22 January 2008 to 29 January 2008, being the latest practicable date prior to the announcement of the Proposed Private Placement of RM5.14 per share. 2.3 Placement Arrangement Subject to prevailing market conditions, the Proposed Private Placement is proposed to be implemented on a staggered basis within six (6) months from the date of the SC approval or such other time as maybe approved by the SC, in accordance with Bursa Securities’ Listing Requirements and SC Guidelines, given that it had last completed the 1st Placement in April 2007. SAAG has appointed AmInvestment Bank as its sole placement agent to procure prospective placees for the Placement Shares at a price to be determined in accordance with the pricing guidelines set by the SC. The Company intends to place the Placement Shares with selected third party investors, with at least 30% of the Placement Shares to be placed with Bumiputera investors. At this juncture, the placees have yet to be identified. In the event the Placement Shares are issued to Directors or substantial shareholders of the Company or persons connected to the Directors or substantial shareholders, a separate announcement will be made and the Company will be required to seek the approval of its shareholders for the Proposed Private Placement at an Extraordinary General Meeting to be convened and the SC will be notified accordingly. 2.4 Ranking of Placement Shares The Placement Shares shall, upon allotment and issuance, rank pari passu in all respects with the existing ordinary shares of the Company except that the Placement Shares will not be entitled to any dividend, rights, allotment and/or any other distribution declared, made or paid to the shareholders, the entitlement date of which is prior to the allotment date of each tranche of the Placement Shares. 2.5 Utilisation of Proceeds The proceeds from the Proposed Private Placement will be utilised for the working capital requirements of the day-to-day operations/business of the SAAG Group and to defray any estimated expenses arising from the Proposed Private Placement. For illustration purposes, based on an assumed issue price of RM4.80 per Placement Share and taking into account the number of Placement Shares to be issued under the Minimum and Maximum scenarios defined in Section 3 below, the Proposed Private Placement is expected to generate gross proceeds of between RM29.59 million and RM35.49 million. The abovesaid proceeds are expected to be fully utilised within one (1) year from the date of receipt. 2.6 Rationale for the Proposed Private Placement The Proposed Private Placement would enable the Company to offer its shares at a price close to its traded market price and to generate the required funds to finance its working capital requirements in an expeditious manner. The Proposed Private Placement would meet its funding objective and at the same time, strengthen the Company’s equity capital base. 3. EFFECTS OF THE PROPOSED PRIVATE PLACEMENT For illustration purposes, the effects of the Proposed Private Placement will be based on the following scenarios:-

东邪

Minimum Scenario

1) Assuming that none of the following are exercised: -

94,000 outstanding ESOS options (31,000 at RM1.79 and 63,000 at RM1.00); and
12,200,000 outstanding Warrants at the exercise price of RM2.06 per Warrant

2) Assuming none of the existing 328,700 treasury shares held as at 2 January 2008 are resold to the market and that there are no further share buybacks.

Maximum Scenario

1) Assuming the full exercise of:-
94,000 outstanding ESOS options (31,000 at RM1.79 and 63,000 at RM1.00); and
12,200,000 outstanding Warrants at the exercise price of RM2.06 per Warrant

2) Assuming all of the existing 328,700 treasury shares held as at 2 January 2008 are resold to the market and that there are no further share buybacks.

3.1 Share Capital

The effects of the Proposed Private Placement on the issued and paid-up share capital of SAAG are set out in Table 1.

3.2 Earnings

Save for the dilution in the earnings per Share of the SAAG Group arising from the increase in the issued and paid-up share capital of the Company pursuant to the Proposed Private Placement, the Proposed Private Placement is not expected to have any material effect on the earnings of the SAAG Group for the financial year ending 31 December 2008. However, the Proposed Private Placement is expected to contribute positively to the future earnings of the Group from financial year end 2009 onwards.

3.3 Net Assets (“NA”) and Gearing

Based on the latest audited results of SAAG for the financial year ended 31 December 2006, the proforma effects of the Proposed Private Placement on the NA and gearing of the SAAG Group are set out in Table 2.

3.4 Substantial Shareholders’ Shareholdings

The effects of the Proposed Private Placement on the substantial shareholders and their shareholdings in SAAG based on the Register of Substantial Shareholders of SAAG as at 2 January 2008 are set out in Table 3.

3.5 Dividend

The Company has declared and paid a final tax-exempt final dividend of 3 sen per ordinary share of RM1.00 each for the financial year ended 31 December 2006. The level of dividends to be declared for the current and future financial years would be determined by the Board after taking into consideration the performance of the Company and prevailing economic conditions.

4. CONDITIONS OF THE PROPOSED PRIVATE PLACEMENT

The Proposed Private Placement is subject to the following approvals being obtained:-

(a) the SC for:-

(i) the Proposed Private Placement;

(ii) the listing and quotation of the Placement Shares on the Second Board of Bursa Securities.

(b) the Equity Compliance Unit (“ECU”) (via the SC) under the Foreign Investment Committee's requirements;

(c) Bursa Securities for the listing and quotation of the Placement Shares; and

(d) any other authorities, if required.

The shareholders of SAAG have given their approval at the AGM of the Company convened on 25 June 2007, authorising the Directors of the Company to issue new shares not exceeding 10% of the issued share capital of the Company at any time pursuant to Section 132D of the Act. The approval is valid until the next AGM of the Company.


5. DIRECTORS’ AND MAJOR SHAREHOLDERS’ INTEREST

None of the Directors, substantial shareholders and/or persons connected to them have any interest, either direct or indirect, in the Proposed Private Placement. At this juncture, the Company intends to place out the Placement Shares with third party investors to be identified.


6. DIRECTORS’ STATEMENT

Having considered the current and prospective financial position and capacity of the SAAG Group and after careful deliberation and taking into consideration the rationale of the Proposed Private Placement, the Board is of the opinion that the Proposed Private Placement is in the best interest of the Company and its shareholders.


7. ADVISER

AmInvestment Bank has been appointed as Adviser and Sole Placement Agent to SAAG for the Proposed Private Placement.


8. APPLICATION TO RELEVANT AUTHORITIES AND ESTIMATED TIMEFRAME FOR COMPLETION

Application to the relevant authorities is expected to be submitted within one (1) week from the date of this announcement.

Barring unforeseen circumstances, the Board of SAAG expects the Proposed Private Placement to be completed by the second quarter of 2008.


This announcement is dated 30 January 2008.

elvingan

原帖由 猪哥靓 于 21-1-2008 10:13 AM 发表
好了，一切尘归尘，土归图。

好啊好啊!!!!
一切回归自然就是出击的时机,
现在已是进场吸购SAAG,SAAG-WA 的绝佳机会,
WA 在3元已经在固低了,等待大涨就是不久的事情了...

东邪

9652

Changes in Director's Interest (S135)

Particulars of Director 37 Name : Anand Subramanian NRIC/Passport No./Company No. : Nationality/Country of Incorporation : Address: No. 6 Jalan 16/20A, Section 16, 46350 Petaling Jaya, Selangor Descriptions (Class and Nominal Value): Ordinary Shares of RM1.00 each Name and Address of Registered Holder: Details of Changes Date of Notice : 01/02/2008 Transactions: No. Date Transaction Type No of Shares Price (RM) 1. 04/12/2007 Transferred 1,600,000 - 2. 18/12/2007 Transferred 600,000 - 3. 09/01/2008 Transferred 600,000 - 4. 25/01/2008 Acquired 340,000 - Circumstances by reason of which change has occurred: Transfer of  shares from CIMB Nominees (Tempatan) Sdn. Bhd.  to Taipan Holdings Sdn. Bhd.("Taipan") (Trading Account with Hwang DBS Investment Bank Bhd), transfer of  shares fromTaipan (Trading Account with Hwang DBS Investment Bank Bhd) to EB Nominees (Tempatan) Sendirian Berhad  and purchase of shares (off market deal). Deemed interest by virtue of his shareholdings in Taipan pursuant to Section 6A(4) of the Companies Act, 1965. Nature of Interest: Indirect Consideration: No of Shares Held After Changes: Direct : 400,000 shares (0.6500%) Indirect/Deemed Interest : 4,858,654 shares (7.8800%) Total : 5,258,654 shares Remarks: N/A Submitted By: Vijeyalatha A/P V.Rajaratnam

04/02/2008   06:19 PM

东邪

9652

Changes in Director's Interest (S135)

Particulars of Director 37 Name : Loganathan A/L K. Ramanujam NRIC/Passport No./Company No. : Nationality/Country of Incorporation : Address: No 114, Jalan Limau Nipis Bangsar Park 59000 Kuala Lumpur Descriptions (Class and Nominal Value): Ordinary Shares of RM1.00 each Name and Address of Registered Holder: Details of Changes Date of Notice : 01/02/2008 Transactions: No. Date Transaction Type No of Shares Price (RM) 1. 04/12/2007 Transferred 1,600,000 - 2. 18/12/2007 Transferred 600,000 - 3. 09/01/2008 Transferred 600,000 - 4. 25/01/2008 Acquired 340,000 - 5. 04/12/2007 Transferred 517,600 - Circumstances by reason of which change has occurred: Transfer of  shares from CIMB Nominees (Tempatan) Sdn. Bhd.  to Taipan Holdings Sdn. Bhd.("Taipan") (Trading Account with Hwang DBS Investment Bank Bhd), transfer of  shares fromTaipan (Trading Account with Hwang DBS Investment Bank Bhd) to EB Nominees (Tempatan) Sendirian Berhad  and purchase of shares (off market deal). Deemed interest by virtue of his shareholdings in Taipan pursuant to Section 6A(4) of the Companies Act, 1965.Transfer of  shares from CIMB Nominees (Tempatan) Sdn. Bhd.  to Mr. Loganathan A/L K. Ramanujam Nature of Interest: Direct and Indirect Consideration: No of Shares Held After Changes: Direct : 967,600 shares (1.5700%) Indirect/Deemed Interest : 4,858,654 shares (7.8800%) Total : 5,826,254 shares Remarks: N/A Submitted By: Vijeyalatha A/P V.Rajaratnam

04/02/2008   06:19 PM

东邪

9652

Changes in Sub. S-hldr's Int. (29B)

Particulars of Shareholder 36 Name : Taipan Holdings Sdn. Bhd.(Taipan) NRIC/Passport No./Company No. : 592616-T Nationality/Country of Incorporation : Incorporated in Malaysia Address: Suite 2, First Floor, Wisma Leopad, No 5 Jalan Tun Sambanthan, 50470 Kuala Lumpur Descriptions (Class and Nominal Value): Ordinary Shares of RM1.00 each Name and Address of Registered Holder: You are advised to read the entire contents of the announcement or attachment. To read the entire contents of the announcement or attachment, please access the Bursa website at http://www.bursamalaysia.com Details of Changes Date of Notice : 01/02/2008 Transactions: No. Date Transaction Type No of Shares Price (RM) 1. 04/12/2007 Transferred 1,600,000 - 2. 18/12/2007 Transferred 600,000 - 3. 09/01/2008 Transferred 600,000 - 4. 25/01/2008 Acquired 340,000 - Circumstances by reason of which change has occurred: Transfer of  shares from CIMB Nominees (Tempatan) Sdn. Bhd.  to Taipan (Trading Account with Hwang DBS Investment Bank Bhd), transfer of  shares fromTaipan (Trading Account with Hwang DBS Investment Bank Bhd) to EB Nominees (Tempatan) Sendirian Berhad  and purchase of shares (off market deal) Nature of Interest: Direct Consideration: No of Shares Held After Changes: Direct : 4,858,654 shares (7.8800%) Indirect/Deemed Interest : 0 shares (0.0000%) Total : 4,858,654 shares Remarks: N/A Submitted By: Vijeyalatha A/P V. Rajaratnam

04/02/2008   06:22 PM

东邪

9652

REPLY TO QUERY: PROPOSED PRIVATE PLACEMENT

SAAG CONSOLIDATED (M) BHD (“SAAG” OR THE “COMPANY”) Proposed Private Placement of up to 10% of the enlarged issued and paid-up share capital of the Company (“Placement Shares”) (“Proposed Private Placement”) You are advised to read the entire contents of the announcement or attachment. To read the entire contents of the announcement or attachment, please access the Bursa website at http://www.bursamalaysia.com .

04/02/2008   06:43 PM

东邪

9652

Changes in Sub. S-hldr's Int. (29B)

Particulars of Shareholder 36 Name : Loganathan A/L K. Ramanujam NRIC/Passport No./Company No. : 570527-02-6173 Nationality/Country of Incorporation : Malaysian Address: No 114, Jalan Limau Nipis, Bangsar Park, 59000 Kuala Lumpur Descriptions (Class and Nominal Value): Ordinary Shares of RM1.00 each Name and Address of Registered Holder: You are advised to read the entire contents of the announcement or attachment. To read the entire contents of the announcement or attachment, please access the Bursa website at http://www.bursamalaysia.com Details of Changes Date of Notice : 02/02/2008 Transactions: No. Date Transaction Type No of Shares Price (RM) 1. 04/12/2007 Transferred 1,600,000 - 2. 18/12/2007 Transferred 600,000 - 3. 09/01/2008 Transferred 600,000 - 4. 25/01/2008 Acquired 340,000 - 5. 04/12/2007 Transferred 517,600 - Circumstances by reason of which change has occurred: You are advised to read the entire contents of the announcement or attachment. To read the entire contents of the announcement or attachment, please access the Bursa website at http://www.bursamalaysia.com Nature of Interest: Direct and Indirect Consideration: No of Shares Held After Changes: Direct : 967,600 shares (1.5700%) Indirect/Deemed Interest : 4,858,654 shares (7.8800%) Total : 4,858,654 shares Remarks: N/A Submitted By: Vijeyalatha A/P V. Rajaratnam

04/02/2008   06:46 PM

东邪

9652

Changes in Sub. S-hldr's Int. (29B)

Particulars of Shareholder 36 Name : Anand Subramanian NRIC/Passport No./Company No. : G3950428 Nationality/Country of Incorporation : Indian Address: No. 6, Jalan 16/20A, Section 16, 46350 Petaling Jaya, Selangor Descriptions (Class and Nominal Value): Ordinary Shares of RM1.00 each Name and Address of Registered Holder: You are advised to read the entire contents of the announcement or attachment. To read the entire contents of the announcement or attachment, please access the Bursa website at http://www.bursamalaysia.com Details of Changes Date of Notice : 01/02/2008 Transactions: No. Date Transaction Type No of Shares Price (RM) 1. 04/12/2007 Transferred 1,600,000 - 2. 18/12/2007 Transferred 600,000 - 3. 09/01/2008 Transferred 600,000 - 4. 25/01/2008 Acquired 340,000 - Circumstances by reason of which change has occurred: Transfer of  shares from CIMB Nominees (Tempatan) Sdn. Bhd.  to Taipan (Trading Account with Hwang DBS Investment Bank Bhd), transfer of  shares fromTaipan (Trading Account with Hwang DBS Investment Bank Bhd) to EB Nominees (Tempatan) Sendirian Berhad  and purchase of shares (off market deal). Deemed interest by virtue of his shareholdings in Taipan pursuant to Section 6A(4) of the Companies Act, 1965. Nature of Interest: Indirect Consideration: No of Shares Held After Changes: Direct : 400,000 shares (1.5700%) Indirect/Deemed Interest : 4,858,654 shares (7.8800%) Total : 4,858,654 shares Remarks: N/A Submitted By: Vijeyalatha A/P V. Rajaratnam

04/02/2008   06:46 PM

东邪

9652

Changes in Sub. S-hldr's Int. (29B)

Particulars of Shareholder 36 Name : Manimaygela d/o Govindasamy NRIC/Passport No./Company No. : S1617385A Nationality/Country of Incorporation : Singaporean Address: Blk 651 # 03-349, Hougang Ave 8, Singapore 530651 Descriptions (Class and Nominal Value): Ordinary Shares of RM1.00 each Name and Address of Registered Holder: You are advised to read the entire contents of the announcement or attachment. To read the entire contents of the announcement or attachment, please access the Bursa website at http://www.bursamalaysia.com Details of Changes Date of Notice : 01/02/2008 Transactions: No. Date Transaction Type No of Shares Price (RM) 1. 04/12/2007 Transferred 1,600,000 - 2. 18/12/2007 Transferred 600,000 - 3. 09/01/2008 Transferred 600,000 - 4. 25/01/2008 Acquired 340,000 - Circumstances by reason of which change has occurred: Transfer of  shares from CIMB Nominees (Tempatan) Sdn. Bhd.  to Taipan (Trading Account with Hwang DBS Investment Bank Bhd), transfer of  shares fromTaipan (Trading Account with Hwang DBS Investment Bank Bhd) to EB Nominees (Tempatan) Sendirian Berhad  and purchase of shares (off market deal). Deemed interest by virtue of her shareholdings in Taipan pursuant to Section 6A(4) of the Companies Act, 1965. Nature of Interest: Indirect Consideration: No of Shares Held After Changes: Direct : 0 shares (0.0000%) Indirect/Deemed Interest : 4,858,654 shares (7.8800%) Total : 4,858,654 shares Remarks: N/A Submitted By: Vijeyalatha A/P V. Rajaratnam

04/02/2008   06:47 PM

elvingan

發電廠與鑽油台計劃激勵．復牌大起15% SAAG憑單開市漲停板

Updated : 24-08-2007
Media : 星洲日報
Story By : N/A
www.biznewsdb.com

SAAG綜合（SAAG，9652）宣佈步足印度龐大發電計劃，另獲1億5000萬美元納閩鑽油台訂單，利好消息連連促使該公司復牌時股價一度飆1令吉或15%至7令吉55仙，憑單SAAG綜合WA（SAAG-WA，9652W）更狂飆29.7%或1令吉42仙至6令吉20仙的漲停板水平。

SAAG綜合週四（23日）一口氣公佈兩項龐大外國計劃，激勵該股今日復牌氣勢如虹，以7令吉50仙，揚升95仙開出，並立刻沖高至全日最高價7令吉55仙，揚升1令吉或15%，惟稍後出現套利，使該股漲幅收窄，並以7令吉10仙收市，揚升55仙或8.3%，是全場第4大漲幅股。

SAAG綜合憑單走勢更勝母股，一開市就沖上漲停板，達6令吉20仙，揚升1令吉42仙或29.7%，稍後雖有套利干擾收窄漲幅，但全日還是猛漲72仙或15%，以5令吉50仙收市，是全日漲勢最大股項。

SAAG綜合在週三暫停交易以公佈重大交易，該公司週四宣佈以4200萬令吉收購印度，參與一項總值10億美元（34億6000萬令吉）的煤炭發電廠。

另外，該公司與伊朗公司聯營，在納閩建總值1億5000萬美元（5億3630萬令吉）的近海活動鑽油台。

分析員看好兩項計劃，認為有助加強該公司未來盈利表現，其中中期可見效果的是鑽油台計劃。

僑豐投資研究認為，SAAG綜合建活動鑽油台是朝正確方向發展，基於鑽油台稀少而使用需日益增加，賺益更是驚人猶如“印鈔票”。

根據該公司目前在手合約與潛在工程保守計算，預期2007年每股盈利增長20%，2008財年每股盈利則增長30.5%。

分析員指出，活動鑽油台使用率頗高，其中亞洲與澳洲達100%，全球則達90.5%；鑽油台包租每天平均收費10萬至20萬美元，營運成本只達20%，擁有人的賺幅超高。

SAAG綜合是少數擁有活動鑽油台的公司，並曾表達意願欲在提供鑽油服務“更上層樓”。

SAAG綜合是持有建築、營運與擁有該活動鑽油台聯營公司25%股權。該活動鑽油台建於24公頃大的深水納閩船塢，面積相於肯油企業（KENCANA，5122）船塢，但料不保留鑄造執照，因為有關鑽油台將出租給中東採油公司。

分析員說，基於鑽油台工程通常需時24至36個月完成，整個鑽油台預料於2009年至2010年啟用，因此要在2010年才見到直接盈利貢獻。

elvingan

石油領域具1000億資本開銷與合約 黑金股成天之驕子

Updated : 12-05-2007
Media : 星洲日報
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國際石油價格企穩，國內石油與天然氣相關領域的發展蓬勃，分析員預期，石油領域的估計超過1000億令吉的龐大資本開銷和合約，使石油相關公司的前景備受看好，至少在未來兩年裡，馬股“石油黑金股”仍然是投資者的“寵兒”。

僑豐投資研究分析員表示，預測2007年的國際石油價格平均介於60至65美元之間，估計近1000億的資本開銷和高達400億的合約待頒發，這使石油相關領域的營運賺幅依然可期。

本地石油領域的發展將專注於沙巴岸外深海發展、砂州的岸外液化天然氣生產與出口、以及大馬半島岸外探油發展計劃等，未來數年的資本開銷將超過150億令吉。

据貿工部數據顯示，2006年批准的石油產品工業投資額達114億令吉。2005年杪至今已頒發岸外工程合約達逾38億令吉，已宣佈及還有待頒出的工程價值可能達10倍至370億令吉。至於市場傳言的數額則可能高達400億令吉。

睦興旺工程南發戴樂商機龐大

分析員認為，大馬岸內石油與天然氣領域的資本開銷投資，市場傳言及估計甚至可能達到790億令吉，使岸內石油與天然氣的工程、採購、建築及試運（EPCC）承包商帶來龐大的商機，包括睦興旺工程（MUHIBAH，5703）、南發（NAMFATT，4901）、戴樂集團（DIALOG，7277）。

科恩馬國油氣體
國際船務受看好

分析員指出，備受看好的大型石油與天然氣業者包括科恩馬集團（KNM，7164）、戴樂集團、國油氣體（PETGAS，6033）以及國際船務（MISC，3816）。

小型資本石油股獲建議買進

該投資研究建議買進的較小型資本石油股，則包括環境海事資源（ALAM，5115）、東方太平洋（EPIC，8265）、沿海工程（COASTAL，5071）。

岸外石油與天然氣領域的船運服務經營者，包括環境海事資源、必達（PETRA，7108）、丹絨岸外（TGOFFS）、貝利賽（PERISAI，0047）等。至於造船業者包括沿海工程、睦興旺工程及檳造船工業（PSCI，8133）。

石油業器材供應商也受惠

龐大的資本開銷，使石油業器材供應、組裝器材經營者有利可圖，擁有組裝執照的7家公司，包括國際船務獨資子公司─大馬海事重型工程（MMHE）、森工程服務（SIMEENG，2992）、肯油企業（KENCANA，5122）、RAMUNIA控股（RAMUNIA，7206）獨資子公司─RAMUNIA組裝、石油機構（OILCORP，3697）持有51%股權的OILFAB等。

涉及石油鑽機服務的石油股服務需求非常殷切，截至2007年4月為止，亞洲及澳洲地區的石油鑽機使用率達98.94%，而全球則達89.2%。大馬涉及石油鑽機領域的代理僅有3家：丹絨岸外、沙布拉浪峰（SAPCRES，8575）及SAAG綜合（SAAG，9652）。

大馬黑金股盈利賺幅依靠市場對服務需求而定，公司管理層素質、成本控制、良好業務記錄、以及擁有足夠熟練員工等也是評估主要條件。符合條件的有必達、沙布拉浪峰、東洋工程（SAMUDRA，7185）以及貝利賽等。至於擁有國際信譽的石油股，計有華商機構（WASEONG，5142）、史格米集團（SCOMI，7158）以及戴樂。

整體行業獲“加碼”評級

分析員表示，市場一般認為2009年之後的石油與天然氣行業將面對風險，不過預料2007年及2008年仍然是石油股業務前景保持良好時期，所以對整體行業給予“加碼”評級。