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【PERISAI 0047 交流专区】柏利赛石油
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发表于 15-5-2013 05:55 PM
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一直停在 1.41 .... 是不是不會上了 .... |
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发表于 20-5-2013 03:26 PM
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babyfacez 发表于 14-5-2013 12:59 PM
券商:聯昌證券研究
目標價:1.90令吉
我今天 1.48 又买进了。
希望真的是可以日后到达 1,90
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发表于 20-5-2013 03:55 PM
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放掉了就飛 ...... |
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发表于 20-5-2013 04:17 PM
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長江七號 发表于 20-5-2013 03:55 PM
放掉了就飛 ......
不要灰心,外头还有很多机会的!跟我来。。。炒一炒赚一赚咯!
本帖最后由 icy97 于 20-5-2013 04:47 PM 编辑
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发表于 20-5-2013 04:20 PM
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no3no4 发表于 14-5-2013 12:26 PM
1.47 套現了。。
謝謝。
厉害!有赚就好。。。。 |
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发表于 20-5-2013 04:21 PM
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发表于 20-5-2013 04:27 PM
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長江七號 发表于 20-5-2013 04:21 PM
炒 focus .... 等很久 .....
厉害厉害!高人,人才。我喜欢。欢迎到我那里坐坐,有钱一起赚钱。
本帖最后由 icy97 于 20-5-2013 04:48 PM 编辑
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发表于 22-5-2013 10:01 AM
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发表于 3-6-2013 08:56 PM
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PERISAI PETROLEUM TEKNOLOGI BHD |
Subject | CIRCULAR TO SHAREHOLDERS IN RELATION TO THE
PART A
(I) • PROPOSED ACQUISITION OF 51% EQUITY INTEREST IN EMAS VICTORIA (L) BHD BY PERISAI PETROLEUM TEKNOLOGI BHD (“PERISAI”) FROM EOC LIMITED (“EOC”) FOR A PURCHASE CONSIDERATION OF USD89,250,000 (“PROPOSED EMAS VICTORIA ACQUISITION”)
• PROPOSED ACQUISITION OF 51% EQUITY INTEREST IN VICTORIA PRODUCTION SERVICES SDN BHD BY PERISAI FROM EOC FOR A PURCHASE CONSIDERATION OF RM51 (“PROPOSED VICTORIA PRODUCTION ACQUISITION”)
• PROPOSED DISPOSAL OF 49% EQUITY INTEREST IN SJR MARINE (L) LTD (“SJR MARINE”) BY PERISAI TO EOC FOR A DISPOSAL CONSIDERATION OF USD37,000,000 (“PROPOSED DISPOSAL”)
TO BE SATISFIED IN THE FOLLOWING MANNER:
(a) ISSUANCE OF 144,661,250 NEW ORDINARY SHARES OF RM0.10 EACH IN PERISAI (“PERISAI SHARES”) AT AN ISSUE PRICE OF RM1.10 PER PERISAI SHARE, WITH THE BALANCE OF PURCHASE CONSIDERATION TO BE SET OFF AGAINST THE DISPOSAL CONSIDERATION OF THE PROPOSED DISPOSAL AS SET OUT IN (c) BELOW;
(b) RM51 IN CASH FOR THE PROPOSED VICTORIA PRODUCTION ACQUISITION; AND
(c) THE DISPOSAL CONSIDERATION OF THE PROPOSED DISPOSAL AMOUNTING TO USD37,000,000 WILL BE SET OFF AGAINST THE BALANCE OF THE PURCHASE CONSIDERATION OF USD37,000,000 FOR THE PROPOSED EMAS VICTORIA ACQUISITION
• PROPOSED CALL OPTION AND PUT OPTION OF 51% EQUITY INTEREST IN SJR MARINE
(II) PROPOSED INCREASE IN AUTHORISED SHARE CAPITAL OF PERISAI FROM RM100,000,000 COMPRISING 1,000,000,000 PERISAI SHARES TO RM500,000,000 COMPRISING 5,000,000,000 PERISAI SHARES BY THE CREATION OF AN ADDITIONAL 4,000,000,000 NEW PERISAI SHARES (“PROPOSED INCREASE IN AUTHORISED SHARE CAPITAL”)
(III) PROPOSED AMENDMENT TO THE MEMORANDUM OF ASSOCIATION OF PERISAI PURSUANT TO THE PROPOSED INCREASE IN AUTHORISED SHARE CAPITAL
(COLLECTIVELY REFERRED TO AS THE “PROPOSED CORPORATE EXERCISES”)
PART B
INDEPENDENT ADVICE LETTER FROM TA SECURITIES HOLDINGS BERHAD TO THE SHAREHOLDERS OF PERISAI IN RELATION TO THE PROPOSED CORPORATE EXERCISES
PART C
(I) PROPOSED RENEWAL OF SHAREHOLDERS’ MANDATE FOR RECURRENT RELATED PARTY TRANSACTIONS OF A REVENUE OR TRADING NATURE
(II) PROPOSED GRANT OF EMPLOYEES’ SHARE OPTION SCHEME OPTIONS TO DIRECTORS OF PERISAI |
Perisai又买新业务吗?哪个大大可以解释吗? 本帖最后由 icy97 于 3-6-2013 09:02 PM 编辑
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发表于 5-6-2013 10:34 PM
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合約更新成關鍵‧貝利賽風險猶存
熱股評析 2013-06-05 17:27
(吉隆坡5日訊)沙肯石油(SKPETRO,5218,主板貿服組)子公司TL岸外獲頒發越南裝管合約,雖然這不能加強貝利賽(PERISAI,0047,主板貿服組)獲裝管船重組幾率,不過獲延長租約機會甚濃;有關裝管船是租期是至6月杪。
分析
興業研究認為貝利賽風險猶存,前景緊系於是否獲沙肯石油更新裝管船出租合約。
“假設只更新合約一季,2013財政年盈利可能1千萬令吉或削減全年預測10%,合理價可能調低至1令吉73仙。”
其淨利預測緊系裝管船合約,同時在2013與2014財政年獲移動式海上生產裝置(MOPU)合約,仍未把浮式生產儲油卸油船(FPSO)潛在盈利計算在內,有關船隻的收購未完成。
若把風險計算在內,其目標價調低至1令吉73仙;維持“買進”評級,依本益比14倍計算,目標價則調高至1令吉81仙。(星洲日報/財經) |
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发表于 20-6-2013 01:48 AM
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油氣資產增推升成長 PERISAI油科獲利可期
財經股市19 Jun 2013 23:00
(吉隆坡19日訊)PERISAI石油科技(PERISAI,0047,主要板貿易)進軍鑽孔新業務,使油氣資產大增,券商看好從2014財年開始將錄得更強勁成長,並取得新高淨利到至少2016財年。
聯昌證券研究指出,該公司正建造兩座升降式鑽油台,分別在明年7月和2015年次季移交,由于嚴缺大馬製鑽油台,預計一旦完工將獲即時採用。
上述新資產加上浮式生產儲卸油船(FPSO),將大幅推動公司成長。
該行在報告指出,自再諾依哲在2010年4月接任董事經理以來,PERISAI石油科技的油氣資產從1項增至10項,新資產更協助公司業務轉型。
在納入新資產后,該行給予PERISAI石油科技“跑贏大市”評級,上修未來兩個財年的每股盈利預測,目標價亦上修至2令吉。
該行指出,該公司估值便宜,股價交易在10至15倍的本益比,明顯低于油氣領域的18至24倍本益比。
另一廂,PERISAI石油科技開高走高,開市揚1仙,以1.64令吉迎市,早盤一度上揚5仙至1.68令吉。
休市時,該股報1.67令吉,上升4仙,成交量491萬7400股;至閉市收在1.65令吉,起2仙,全日有781萬1100股易手。[中国报财经] |
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发表于 20-6-2013 11:08 AM
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生产及钻凿资产推动 柏利赛放眼净利年增30%
财经新闻 财经 2013-06-20 10:20
(吉隆坡19日讯)在3项新的生产及钻凿资产推动下,柏利赛石油(Perisai,0047,主板贸服股)希望从明年开始,可以达到每年净利增长30%的内部目标。
目前,柏利赛石油改变发展方向,把焦点放在生产及钻探业务。
由于这是很少大马企业参与的领域,所以,该公司看好新业务的发展潜能。
柏利赛石油董事经理再诺依杰莫哈末依沙,在接受《南洋商报》专访时表示,若公司献议收购浮式生产储油轮(FPSO)的计划获得股东批准,料会在今年7月完成收购。
2012年11月,柏利赛石油宣布以8925万美元(2亿7181万令吉)收购Emas Victoria(纳闽)有限公司51%股权,再以51令吉收购Victoria生产服务私人有限公司的51%股权。
Emas Victoria旗下有一个浮式生产储油轮。
同时,新升降式钻油平台(jack uprig),也将分别在2014及2015年运到。
因此,未来3年,该公司分别每年取得1项新的大型资产,料将带来很好的成长表现。
3年资本开销6.3亿
再诺依杰莫哈末依沙表示:“我们相信,浮式生产储油轮将会在今年开始带来部分净利贡献,加上明年在新升降式钻油平台加持下,料明年将看到重大的净利贡献。”
此外,在收购新的资产后,料未来3年每年资本开销达2亿美元(约6亿3166万令吉)。
对于任何资产收购、并购及联营合作计划,柏利赛石油都抱着开放的态度。
不过,柏利赛石油会谨慎控制负债水平,希望负债率不超过1.5倍,目前为0.6倍。
由于公司目前仍处于成长阶段,所以并未设定任何股息政策。[南洋网财经]
报道: 姚思敏 |
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发表于 24-6-2013 03:17 PM
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发表于 25-6-2013 09:50 PM
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20億擴資產‧貝利賽盈利添動力
大馬 2013-06-25 17:40
(吉隆坡25日訊)貝利賽(PERISAI,0047,主板貿服組)相信新晉產油和鑽油平台將替未來盈利注入全新成長動力,將未來3至4年內部盈利成長目標設在30%年均複合成長率。
該公司董事經理伊澤依斯哈在股東大會後向媒體表示,公司將於今年完成併購新浮式生產儲油船(FPSO)51%股權,並已安排在明年和後年分別接收1艘鑽油平台,意味公司將於未來3年的每1年內增加1項重大資產,估計這將成為未來盈利成長動力來源。
產油鑽油市場成焦點
“產油和鑽油市場將是我們未來焦點所在,但我們無意放棄先有支援服務業務,估計3項業務將在中期內作出平等貢獻,我們今年僅放眼高單位數至低雙位數成長率,但等待新資產投產後,預料盈利成長動力將明顯提昇,內部目標是在未來3至4年內錄取30%年均成長率。”
他估計,上述重大資產擴張計劃合計料耗資6億4千萬美元(約20億令吉),公司計劃以銀行貸款和內部資金管道融資,表示公司負債比企於0.6倍,還有融資空間。
對於是否可能發股融資,他表示這不在考量範圍內,惟強調還得視未來情況而定。
此外,伊澤依斯哈補充已經與潛在客戶進行洽談,希望為明年6月接收的鑽油平台攫取一紙租賃合約。
他說:“我們希望在接收鑽油平台前率先攫取工作合約,同時,我們在浮式生產儲油船領域已具備經營經驗,未來將繼續留意相關機會。”
伊澤依斯哈認為,鑽油平台市場是個成長中市場,但領域資產多為高齡資產,超過半數資產已擁有至少30年年齡,這讓公司新建造的嶄新鑽油平台具備一定的競爭力和吸引力。
對於派息政策,他表示貝利賽是家成長企業,需要謹慎考量資金分配,且股東一般是從資本增值中取得回酬,並非股息,惟補充公司瞭解一些投資者要求,因此亦將持續探討派息的可能性。(星洲日報/財經) |
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发表于 29-6-2013 02:30 AM
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PERISAI PETROLEUM TEKNOLOGI BHD |
Type | Announcement | Subject | TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
RELATED PARTY TRANSACTIONS | Description | PERISAI PETROLEUM TEKNOLOGI BHD (‘‘PERISAI” OR THE ‘‘COMPANY”)
(I) • PROPOSED ACQUISITION OF 51% EQUITY INTEREST IN EMAS VICTORIA (L) BHD BY PERISAI FROM EOC LIMITED (“EOC”) FOR A PURCHASE CONSIDERATION OF USD89,250,000 (“PROPOSED EMAS VICTORIA ACQUISITION”)
• PROPOSED ACQUISITION OF 51% EQUITY INTEREST IN VICTORIA PRODUCTION SERVICES SDN BHD BY PERISAI FROM EOC FOR A PURCHASE CONSIDERATION OF RM51 (“PROPOSED VICTORIA PRODUCTION ACQUISITION”)
• PROPOSED DISPOSAL OF 49% EQUITY INTEREST IN SJR MARINE (L) LTD (“SJR MARINE”) BY PERISAI TO EOC FOR A DISPOSAL CONSIDERATION OF USD37,000,000 (“PROPOSED DISPOSAL”)
TO BE SATISFIED IN THE FOLLOWING MANNER:
(a) ISSUANCE OF 144,661,250 NEW ORDINARY SHARES OF RM0.10 EACH IN PERISAI (“PERISAI SHARES”) AT AN ISSUE PRICE OF RM1.10 PER PERISAI SHARE (“CONSIDERATION SHARES”), WITH THE BALANCE OF PURCHASE CONSIDERATION TO BE SET OFF AGAINST THE DISPOSAL CONSIDERATION OF THE PROPOSED DISPOSAL AS SET OUT IN (c) BELOW;
(b) RM51 IN CASH FOR THE PROPOSED VICTORIA PRODUCTION ACQUISITION; AND
(c) THE DISPOSAL CONSIDERATION OF THE PROPOSED DISPOSAL AMOUNTING TO USD37,000,000 WILL BE SET OFF AGAINST THE BALANCE OF THE PURCHASE CONSIDERATION OF USD37,000,000 FOR THE PROPOSED EMAS VICTORIA ACQUISITION
• PROPOSED CALL OPTION AND PUT OPTION OF 51% EQUITY INTEREST IN SJR MARINE
(II) PROPOSED INCREASE IN AUTHORISED SHARE CAPITAL OF PERISAI FROM RM100,000,000 COMPRISING 1,000,000,000 PERISAI SHARES TO RM500,000,000 COMPRISING 5,000,000,000 PERISAI SHARES BY THE CREATION OF AN ADDITIONAL 4,000,000,000 NEW PERISAI SHARES (“PROPOSED INCREASE IN AUTHORISED SHARE CAPITAL”)
(III) PROPOSED AMENDMENT TO THE MEMORANDUM OF ASSOCIATION OF PERISAI PURSUANT TO THE PROPOSED INCREASE IN AUTHORISED SHARE CAPITAL
(COLLECTIVELY REFERRED TO AS THE “PROPOSED CORPORATE EXERCISES”) | This announcement should be read in conjunction with the previous announcements in relation to the Proposed Corporate Exercises (“Announcements”) and circular to Perisai’s shareholders dated 3 June 2013 (“Circular”). All the terms and definitions referred to in this announcement, unless otherwise defined, shall carry the same meaning as those in the Announcements and Circular.
On behalf of the Board, HLIB wishes to announce that the Company had on 28 June 2013 entered into a third supplemental agreement to the SSA to vary certain terms and conditions of the SSA in relation to the Proposals.
This announcement is dated 28 June 2013. |
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发表于 3-7-2013 10:56 PM
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PERISAI PETROLEUM TEKNOLOGI BHD |
Type | Announcement | Subject | OTHERS | Description | PERISAI PETROLEUM TEKNOLOGI BHD (“PERISAI” OR “THE COMPANY”)
INCORPORATION OF A NEW SUBSIDIARY, KNOWN AS PERISAI CAPITAL (L) INC | The Board of Directors of Perisai wishes to announce that the Company has with effect from 3rd July 2013 incorporated a wholly owned subsidiary, known as Perisai Capital (L) Inc (“Perisai Capital”).
Perisai Capital is a private limited company incorporated in Labuan, Malaysia. The incorporation of Perisai Capital is in furtherance to future strategic plans that the Perisai Group will undertake.
The issued and paid-up share capital of Perisai Capital is USD1,000.00 comprising of 1,000 ordinary shares of USD1.00 each.
None of the Directors and/or major shareholders of the Company or persons connected to them have any interest, direct or indirect in Perisai Capital.
This announcement is dated 3 July 2013. |
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发表于 13-7-2013 01:53 AM
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柏力赛石油 租船合约获延长
財经 2013年7月13日
(吉隆坡13日讯)柏力赛石油(PERISAI,0047,主板工业股)宣佈,旗下SJR海事(L)有限公司接获TL岸外公司的通知,將一项Derrick铺管船的租约延长15天,每天的租金为6万美元(约19万令吉)。
柏力赛石油表示,上述租船合约的日期,是从今年7月1日延长至8月15日,合共15天。按每天6万美元租金计算,合约价值为28万5000令吉。[东方日报财经]
PERISAI PETROLEUM TEKNOLOGI BHD |
Type | Announcement | Subject | OTHERS | Description | PERISAI PETROLEUM TEKNOLOGI BHD ("PERISAI" OR "THE COMPANY")
- Extension of Charter of the Derrick Lay Barge, Enterprise 3 | The Company wishes to announce that its wholly owned subsidiary, SJR Marine (L) Ltd has received a notice from TL Offshore Sdn Bhd dated 11 July 2013 for the extension of the charter of the Derrick Lay Barge, Enterprise 3.
The Enterprise 3 is owned by SJR Marine (L) Ltd and has been on charter to TL Offshore Sdn Bhd since 2008. Its main charter term ended on 30 June 2013.
The notice received from TL Offshore Sdn Bhd extends the duration of the charter for a fixed term from 1 July 2013 to 15 August 2013 and thereafter on a daily charter basis subject to a notice period of 21 days to precede the end of the charter.
The daily charter rate for this extended term is United States Dollar Sixty Thousand (US$60,000.00) a day.
The extension of the charter has no effect on the issued and paid-up capital of the Company. It is expected to contribute positively to the Group's financial position for the current financial year and the financial periods thereafter should the charter be extended beyond the current financial year.
None of the Directors or substantial shareholders of the Company or persons connected with them have any direct or indirect interest in the extension of the charter of the Enterprise 3.
The Directors are of the opinion that the extension of the charter is in the best interest of the Company.
This announcement is dated 12 July 2013. |
本帖最后由 icy97 于 13-7-2013 09:48 PM 编辑
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发表于 15-7-2013 10:36 PM
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租船合約延長‧貝利賽盈利看俏
熱股評析 2013-07-15 17:39
(吉隆坡15日訊)貝利賽(PERISAI,0047,主板貿服組)宣佈旗下子公司SJR海事的吊杆舖管船,於7月11日獲得沙肯石油(SKPETRO,5218,主板貿服組)全資子公司TL岸外公司的通知,將延長6月30日期滿的租船期,至8月15日(7月1日起),每日租船費為6萬美元(約19萬零800令吉)。
分析
分析員認為這對該公司來說是一項好消息,因為其吊杆舖管船向來貢獻公司盈利大概35%左右,貢獻比率頗大,所以延長租船期將有助於提高公司第三季盈利。
基於吊杆舖管船業務為該公司帶來顯著持續性的收入,所以分析員指下次期滿後,有必要在10月前獲得新合約,以持續讓其對公司盈利做出貢獻。
將淡出吊杆舖管船業務
雖然如此,貝利賽未來應該還是會逐漸淡出吊杆舖管船的業務,轉而注重其浮式生產儲油船艦(FPSO)的業務,但分析員看好該公司這項策略,主要是相信如此的策略有助於為公司帶來長期的成長。
該公司浮式生產儲油船艦的竣工期,已經先後延期了3次,此次所設的最後期限為2013年8月15日,若真能如此完工,預料將為其2014財年盈利預測提高27%。
貝利賽值得注意的業務還包括即將在9月期滿的Rubicone流動型岸外平台生產(采油)裝置(MOPU)合約,儘管擁有2年延長合約的選擇權,且極有可能延長,但分析員對此表示仍需拭目以待。
此外,目前市場中8項由外資企業所握的鑽油井工程,大概會在2014年期滿,屆時本地企業將有機會競標,分析員對貝利賽得標的機會感到樂觀。
貝利賽未來的業務擴張包括:2013年內收到的浮式生產儲油船艦、將於2014年中受到的400米太平洋自升式鑽井平台以及2015年中一項鑽油井合約的選擇權。
對此,分析員預計浮式生產儲油船艦和鑽油井兩項業務將於2014、2015年的總營業額貢獻比率分別為42%和65%。
然而,競爭業者的業務擴張,難免會對公司形成威脅,因此合順油氣的上市,料將會是貝利賽評級受調整的催化劑。(星洲日報/財經)
Enterprise 3日租金低 柏利赛石油净利影响微
财经新闻 财经 2013-07-20 12:28
(吉隆坡19日讯)尽管TL岸外私人有限公司向柏利赛石油(PERISAI,0047,主板贸服股)发出井架放置驳船(Derrick Lay Barge)———Enterprise3租赁延长合约的日租费(DCR)较低,但分析员认为,不会为净利带来显著影响。
柏利赛石油子公司———SJR Marine(纳闽)私人有限公司,日前发布相关文告指出,TL岸外自2008年开始租赁Enterprise3,该租约已在今年6月30日结束。
TL岸外以固定期限延长上述租约至8月15日,鉴于没有在合约逾期的前21天通知延长,所以新合约将按日租6万美元(19万令吉)进行。
达证券行分析员根据旧合约总值计算,日租费为每天26万2000令吉,较新合约日租费高出27%。
“尽管如此,这并不会为2013财年带来显著影响,因为这只会减少公司净利50万令吉。更何况,公司正准备逐步退出这个领域。”
资料显示,柏利赛石油和新加坡EOC有限公司,分别持有Enterprise3的51%和50%股权,前者给予后者3年时间,以3700万美元(约1亿1788万令吉)收购手中股份,准备退出岸外建筑领域。
“柏利赛石油因为资本开销太高和人力资源缺乏,而计划退出该领域,但最大的原因是想要专注在钻井和生产领域上。”
FPSO是业绩催化剂
丰隆投资银行研究分析员说:“柏利赛石油迟早会脱售Enterprise3,所以未来业绩的催化剂,就是在今年完工的浮式生产储油轮(FPSO),以及在2014年启用的千斤顶升式钻井平台。”
他预料,浮式生产储油轮和钻井平台业务,将分别为公司2014和2015财年带来42%和65%营业额贡献。
“特别是钻井平台业务,最近市场对其需求增加,尤其是持有钻井平台的本地公司。”
根据分析员的资料,本地市场目前有8台钻井平台(皆是外国公司持有)合约,将在2014年到期。
“这无疑是争取新合约的好机会。我们也相信,柏利赛石油将从此大大受惠。”[南洋网财经]
本帖最后由 icy97 于 20-7-2013 01:13 PM 编辑
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发表于 19-7-2013 10:37 PM
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PERISAI PETROLEUM TEKNOLOGI BHD |
Type | Announcement | Subject | OTHERS | Description | PERISAI PETROLEUM TEKNOLOGI BHD (“PERISAI” OR “THE COMPANY”)
INCORPORATION OF TWO (2) NEW SUBSIDIARIES | The Board of Directors of Perisai wishes to announce that the Company has with effect from 18 July 2013 incorporated two (2) new wholly-owned subsidiary companies in Malaysia under the Companies Act 1965, the particulars of which are set out in the table below :
Name of Company
| | | Issued and Paid-up Share capital | Perisai Production Holdings Sdn Bhd
| | RM400,000 divided into 400,000 ordinary shares of RM1.00 each | | Perisai Drilling Holdings Sdn Bhd
| | RM400,000 divided into 400,000 ordinary shares of RM1.00 each | |
The incorporation of these two (2) wholly-owned subsidiaries is in furtherance to future strategic plans that the Perisai Group will undertake.
None of the Directors and/or major shareholders of the Company or persons connected to them have any interest, direct or indirect in both the subsidiaries.
This announcement is dated 19 July 2013. |
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发表于 26-7-2013 10:01 PM
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若國油不續約‧貝利賽財測下調
熱股評析 2013-07-26 17:50
(吉隆坡26日訊)貝利賽(PERISAI,0047,主板貿服組)Rubicone流動岸外生產裝置(MOPU)合約即將於今年9月期滿,目前正與國家石油(Petronas)洽談續約,豐隆投資研究估計若不被續約,貝利賽今年和明年財測將分別遭受12.4%和9%負面衝擊。
不過,由於Bekok生產平台仍在翻新中,豐隆相信為確保生產流線,MOPU將再被國油延長1年。
豐隆研究與貝利賽管理層會面後,瞭解到該公司井架駁船Enterprise3(E3)剛攫獲為期1.5個月的延長合約,有關合約將被延長至今年12月,而若該公司成功競獲大馬傘運輸裝配工作,E3工作合約可望進一步獲延長。
“我們相信貝利賽有很大機會獲國油頒發延長MOPU合約,可在沒有續約情況下,Rubicone在攫獲新合約前料被空置6個月,每月料侵蝕該公司20萬令吉資金,而該公司將在東盟地區找尋新合約機會。”
豐隆估計,6個月空窗期將對貝利賽盈利造成1千200萬令吉侵蝕效果。
此外,貝利賽管理層也表達對鑽井業務市場的正面看法,表示全球開發和生產活動不斷提昇,而公司焦點主要放在缺乏本土鑽井平台的大馬市場,估計有能力在升降式鑽油台於明年接收前3到6個月內取得相關工作合約。
豐隆看好該公司未來成長動力來自今年9月運抵的浮式生產儲油船艦(FPSO)、明年中接收的升降式鑽井平台及2015年額外鑽井平台買權,該行表示目前共有8項鑽井合約將於2014年屆滿,這將為該公司提供工作機會。
合順(UMW,4588,主板消費品組)油氣臂膀安排在下半年上市,或將成為鑽井相關股項的重估因素。
豐隆研究保持貝利賽目標價2令吉不變,給予“買進”評級。(星洲日報/財經) |
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