【PERISAI 0047 交流专区】柏利赛石油

icy97

PERISAI石油科技 油船投入服務

企業財經10 Dec 2013 22:36
（吉隆坡10日訊）PERISAI石油科技（PERISAI，0047，主要板貿易）旗下Perisai Kamelia浮式生產儲卸油船（簡稱FPSO）已投入北馬盆地（North Malay Basin）計劃的運作，料本財年末季貢獻盈利。

PERISAI石油科技向馬證交所報備，持股40%的公司，即Larizz石油服務私人有限公司，已為北馬盆地計劃早期生產系統，交付Perisai Kamelia浮式生產儲卸油船。

根據報備文件，上述浮式生產儲卸油船已完成啟動和調試，租約已在11月份開始。

早前，PERISAI石油科技獲得Hess大馬開採公司（Hess Exploration and Production）頒發這項價值2億7210萬美元（約8億7000萬令吉）合約。

這項為期3年的租賃合約，可選擇性進一步續約3年。[中国报财经]

Type	Announcement
Subject	OTHERS
Description	PERISAI PETROLEUM TEKNOLOGI BHD ("PERISAI" OR "THE COMPANY") AWARD OF CONTRACT FOR THE PROVISION, LEASE, OPERATION AND MAINTENANCE OF AN FPSO FOR THE EARLY PRODUCTION SYSTEM OF A DEVELOPMENT BLOCK SITUATED IN THE NORTH MALAY BASIN, MALAYSIA - Successful start-up and commissioning of Perisai Kamelia
Reference is made to the Company’s announcement dated 14 November 2012 where it was announced that Hess Exploration and Production Malaysia B.V (“Hess”) had awarded Larizz Petroleum Services Sdn Bhd (“Larizz”), the Company’s 40% owned associate, the contract for the provision and lease of a floating, production, storage and offloading vessel and related operation and maintenance services for Hess’s development block situated at the North Malay Basin, Malaysia (“Contract”).   The Company is pleased to announce that the Perisai Kamelia, the Floating Production, Storage and Offloading (FPSO) vessel deployed to the North Malay Basin Early Production System under the terms of the Contract, has successfully completed start-up and commissioning and that the vessel's charter has commenced in November 2013. The Contract with Hess covers a three-year charter period valued at about US$272.1 million, with extension options that could add a further three years to the charter duration. With the successful start-up and commissioning, earnings from the Perisai Kamelia are expected from the fourth quarter of financial year ending 31 December 2013. The Contract was awarded to Larizz acting on behalf of its principals, Emas Victoria (L) Bhd (“EVLB”) and Victoria Production Services Sdn Bhd (“VPS”) the entities which respectively own and operate the Perisai Kamelia.  The Company, through its wholly owned subsidiary, Perisai Production Holdings Sdn Bhd completed the acquisition of a 51% stake in each of EVLB and VPS in August 2013. This announcement is dated 10 December  2013.

icy97

油氣首選股 PERISAI油科一度漲至RM1.54

財經股市11 Dec 2013 23:52
（吉隆坡11日訊）被視為小資本油氣首選股的PERISAI石油科技（PERISAI，0047，主要板貿易），因旗下Perisai Kamelia浮式生產儲卸油船（簡稱FPSO）已投入北馬盆地（North Malay Basin）計劃的運作，料本財年末季貢獻盈利，股價應聲走高。

PERISAI石油科技以1.48令吉開跑，在1小時內升揚5仙，至1.51令吉。

休市時，該股起4仙，掛1.50令吉；半日成交量達389萬200股。

該股大部分時候徘徊在1.50令吉至1.51令吉之間波動，惟午盤一度觸及1.54令吉，起8仙。

目標價RM2.51

閉市時，該股報1.50令吉，起4仙，成交量達1348萬5500股。

聯昌證券研究視PERISAI石油科技為小資本油氣首選股項。

報告指出，PERISAI石油科技、沙布拉肯油（SKPETRO，5218，主要板貿易）、巴勒卡（BARAKAH，7251，主要板貿易）、商業高峰（PUNCAK，6807，主要板基建）旗下公司，正競標4項合約配套，總值100億令吉，相信今年底將公佈結果。

儘管首兩個升降式鑽油台（jack-up drilling rig）目前未接獲合約，不過管理層有信心，能與有信譽的客戶，簽署有關升降式鑽油台合約。

聯昌證券研究給予該股“增持”投資評級，目標價格為2.51令吉。[中国报财经]

icy97

teowpoh 发表于 3-6-2013 08:56 PM
Perisai又买新业务吗？哪个大大可以解释吗？

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) RELATED PARTY TRANSACTIONS
Description	(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 Proposed Disposal has been completed today, marking the completion of the Proposed Corporate Exercises. This announcement is dated 26 December 2013.

icy97

Perisai石油科技 斥6.9億購鑽油台

企業財經31 Dec 2013 23:08
（吉隆坡31日訊）Perisai石油科技（PERISAI，0047，主要板貿易）將斥2億1150萬美元（約6.9億令吉），向Sembcorp Marine子公司購買第3台升降式鑽油台（jack-up drilling rig）。

Perisai石油科技向馬證交所報備，子公司Perisai納閩與PPL船塢私人有限公司簽訂升降式鑽油台合約，以提高鑽油營運經濟效益及滿足全球對升降式鑽油台的強勁需求。

報備文告指出，PPL船塢私人有限公司將設計、建築、裝備及調試第3台升降式鑽油台；並料可在2016年第3季交付。

Perisai石油科技透過文告指出，將通過內部融資和外部借款，分兩期付款，先支付20%預期付款，並在交貨時才支付剩于的80%。[中国报财经]

Type	Announcement
Subject	OTHERS
Description	PERISAI PETROLEUM TEKNOLOGI BHD (“PERISAI” OR THE “COMPANY”) - CONSTRUCTION OF THIRD UNIT OF PACIFIC CLASS® 400 JACK UP DRILLING RIG (“THIRD JACK-UP DRILLING RIG”)
1.     INTRODUCTION We refer to the Company’s announcements dated 8 May 2012 and 28 February 2013 in respect of the rig construction contracts between Perisai (L) Inc ("Perisai Labuan") and PPL Shipyard Pte Ltd ("PPL") for the design, construction, equipping, commissioning and delivery of respectively, the Perisai Pacific 101 and the Perisai Pacific 102.    2.     CONSTRUCTION OF A THIRD JACKUP DRILLING RIG The Company wishes to inform that Perisai Labuan had today entered into a Rig Construction Contract with PPL (“Third Rig Construction Contract”) for the design, construction, equipping, commissioning and delivery of a third jack-up drilling rig (“Third Jack-Up Drilling Rig”). 3.     SALIENT TERMS OF THE THIRD RIG CONSTRUCTION CONTRACT The salient terms of the Third Rig Construction Contract are as follows:-. (a)     The price for the turnkey construction of the Third Jack-Up Drilling Rig is a fixed lump sum of US$211.5 million (“Contract Price”). The Contract Price includes certain enhancements that had been undertaken over the Perisai Pacific 101 and Perisai Pacific 102.   (b)     The Contract Price is payable in two portions, with an initial 20% payable upfront and the balance 80% on delivery of the Third Jack-Up Drilling Rig.   (c)     The Third Jack-Up Drilling Rig is expected to be delivered by the third quarter of 2016. 4.   DETAILS OF PPL   PPL Shipyard, a subsidiary of Sembcorp Marine, is an integrated rig design and rig building yard with a proven track record in the building and servicing of jack-up and semi-submersible rigs. To-date, the shipyard has built 52 jack-ups, 6 semi-submersibles and 4 swamp barges.  Its flagship Pacific Class 375 jack-up design saw a total of 27 units delivered.  In 2010, the shipyard launched the enhanced PPL Pacific Class 400 series which saw a total of 15 rigs ordered and to-date, a total of 7 units have since been delivered and in operation. 5.     FUNDING The funding for the construction of the Third Jack-up Drilling Rig is expected to be satisfied by a combination of internally generated funds and external borrowings. 6.   RATIONALE FOR THE CONSTRUCTION OF THE THIRD JACK-UP DRILLING RIG The Third Rig Construction Contract is a transaction of a revenue nature in the ordinary course of business of the Company. The Perisai Pacific 101 inaugurated Perisai’s entry into the offshore drilling segment specifically in Malaysia and broadly in the Asia Pacific region.  The Perisai Pacific 102 broadened Perisai’s asset offerings to its clients and added economies of scale to its drilling operations.  The Third Jack-Up Drilling Rig would enhance such economies of scale and is poised to meet the strengthening global demand for jackup drilling rigs.    7.     APPROVALS REQUIRED The Third Rig Construction Contract is not subject to the approval of the shareholders of the Company or any other relevant authority. 8.   EFFECTS ON FINANCIAL POSITION, EARNINGS PER SHARE AND NET ASSETS The Third Rig Construction Contract will have no effect on the share capital of the Company and is expected to contribute positively to the Perisai Group’s earnings and net assets upon deployment of the Third Jack-Up Drilling Rig. 9.   DIRECTORS’ AND SUBSTANTIAL SHAREHOLDINGS’ INTEREST None of the directors or substantial shareholders of the Company or persons connected to them have any direct or indirect interest in the Third Rig Construction Contract. 10.  BEST INTEREST OF THE COMPANY The Board of Directors of the Company is of the opinion that the Third Rig Construction Contract is in the best interest of the Company. This Announcement is dated the 31st of December 2013.

icy97

貝利賽購鑽油台料捎新合約

2014-01-02 17:07      
（吉隆坡2日訊）貝利賽（PERISAI，0047，主板貿服組）增購第三艘升降式鑽油台設施受市場看好，主要是東盟區域市場對鑽油台的需求殷切，預料新鑽油設施攫取新工程合約的難度不高；惟由於將在2016年接收，盈利貢獻尚言之過早，分析員將評估焦點放在攫取合約的能力。

肯納格研究看好貝利賽訂購第三艘升降式鑽油台設施，可進一步加強此領域業務，特別是鑽油台領域正趨向揚升之勢；隨著2013年至2015年間將至少17項鑽油台合約到期，貝利賽很有機會爭取得新合約。

丰隆研究指出，目前操作的16項升降式鑽油台設施，僅有2項是屬於大馬公司所有，其中14項合約將在1至2年到期，包括3項落在2013年下半年，4項在2014年上半年，5項則在2014年下半年以及2項在2015年，預料未來兩年的合約競標將加速，對貝利賽是好機會。

興業研究預料，貝利賽新收購鑽油台的每日出租率為15萬美元或以上水平，主要是市場需求殷切所致；最新收購行動，也顯示東盟區域的岸外油氣領域的前景亮麗。

安聯研究也視貝利賽積極進軍鑽油台活動為正面發展，同時不排除該公司或進行額外發股籌資活動融資新收購。

貝利賽的新升降式鑽油台設施價格為2億1千150萬美元（約6億5千350萬令吉根據調查顯示，2009年至2012年，大馬在東盟市場的鑽油需求最高，占市場33%分額，預料2013年至2018年將持續，預料大馬將佔39%分額。

安聯認為，隨著貝利賽大肆進軍升降式鑽油台領域，可能會脫售其他閑置資產，包括移動岸外生產單位Rubicone或是Enterprise3，或是等待攫取新工程合約，因預期占貝利賽顯著的盈利貢獻。（星洲日報／財經‧報導：李文龍）

icy97

貝利賽財測具下跌風險

2014-01-12 19:18      

劉小姐問：
朋友建議我留意貝利賽（PERISAI，0047，主板貿服組），這家公司最近有哪些消息？

答：
安聯研究對貝利賽持“中和”評級，目標價1令吉36仙，目前靜待該公司宣佈新合約，而若無法取得下述合約，2014年的盈利預測將有下跌風險，有關資產預料在2014年貢獻高達40%的盈利。

該公司最近宣佈，首艘浮式生產儲油船（FPSO）已經自2013年11月起展開在北馬來盆地的合約，安聯研究該為此合約如期展開是正面進展，不過，由於之前已納入此盈利貢獻，因此保持財測不變。

攫取新合約是成敗關鍵

該行表示，基於貝利賽仍在等待Rubicone流動岸外生產裝置（MOPU）和Enterprise 3鋪管船的合約更新，以及升降式鑽油台的新合約尚未到手，該公司明年盈利可能面對一些下跌風險。

貝利賽是和EOC有限公司共同擁有貝利賽Kamelia浮式生產儲油船（持股權為51%：49%），該船出租給HESS，為期共3年，價值為2億7千210萬美元（8億7千令吉），同時有延長另3年的選擇權。

安聯研究指出，隨著此計劃正式啟動，貝利賽Kamelia將從2013年第四季開始貢獻盈利。

“這是正面消息，在今年初市場擔心此合約可能延後進行，這是由於延後3個月完成收購該儲油船的51%股權，不過此收購在今年8月宣終告完成。”

該行將FPSO從11月13日起貢獻的盈利納入盈利預則中，這將可抵消來自Enterprise 3和Rubicone MOPU的第四季虧損。

展望2014年，貝利賽Kamelia船將提供全年盈利貢獻，預料將帶動盈利按年成長35%，而將於2014年中運交的PP101升降式鑽油台新合約也將貢獻其盈利成長。

目前貝利賽正在積極爭取數項合約，包括和Talisman投標PM-9成熟油田的MPOU合約、Enterprise 3鋪管船裝置工程和PP101升降式鑽油台租用合約。（星洲日報／投資致富‧投資問診‧文：李文龍）

icy97

竞标小油田项目 柏利赛MOPU推高财测

财经新闻 财经  2014-01-19 08:49
（吉隆坡18日讯）安联研究认为，柏利赛石油（PERISAI，0047，主板贸服股）与越南石油钻探（PetroVietnam Drilling）联手竞标为小型油田项目，提供移动式岸外生产装置（简称MOPU）及浮式储油轮（简称FSO），将有助于“唤醒”前者的MOPU业务，并有望借此推高其现有的盈利预测。

分析员说：“自从柏利赛石油的Rubicone MOPU于去年9月完成在Bekok-C油田的工作后，便一直处于闲置状态。

“因此，若该公司成功竞标上述项目，Rubicone MOPU便不会再闲置。”

根据国际石油与天然气网站《Upstream Online》报道，柏利赛石油与越南石油钻探合作竞标越南Ham Rong小型油田的资产供应服务，为该油田提供MOPU及FSO，合约期限为3年，并可选择延长2年。

对此，分析员相信越南石油钻探将会供应FSO，而柏利赛石油则负责供应MOPU。

他指出，这是柏利赛石油的第二个MOPU竞标活动，首个竞标活动是与Talisman合作，为PM-9油田提供MOPU服务。

评级目标价不变

尽管如此，鉴于上述合约尚未出炉，分析员暂时维持给予该股的“中和”评级，及每股1.66令吉目标价。[南洋网财经]

icy97

柏利赛石油获2.67亿合约

财经新闻 财经  2014-01-25 09:02
（吉隆坡24日讯）柏利赛石油（PERISAI，0047，主板贸服股）最大股东Ezra控股，获颁约8000万美元（约2亿6700万令吉）的岸外油气支援服务合约。

Ezra控股向新加坡交易所报备，这项合约涵盖的地点包括亚洲和美洲。

亚洲方面，海底业务合约工作范围，包括为浮式生产储油轮（FPOS）提供停用与拖船服务。

美洲方面，Ezra则会为船只进行检验和维修保养。

文告指，大部分事项预计在上半年开始。

集团目前的海底业务订单超过14亿美元（46亿9196万令吉），也在全世界竞标90亿美元（约309亿令吉）的项目。

根据柏利赛石油最新年报，Ezra持有前者14.6%股权。[南洋网财经]

Name of Announcer *	EZRA HOLDINGS LIMITED
Company Registration No.	199901411N
Announcement submitted on behalf of	EZRA HOLDINGS LIMITED
Announcement is submitted with respect to *	EZRA HOLDINGS LIMITED
Announcement is submitted by *	Yeo Keng Nien
Designation *	Company Secretary
Date & Time of Broadcast	24-Jan-2014 06:43:17
Announcement No.	00001

>> ANNOUNCEMENT DETAILS

The details of the announcement start here ...

Announcement Title *

Ezra awarded new subsea projects worth almost US$80 million

Description

Please refer to attachment.

Attachments

Ezra_PressRelease_New_Contracts.pdf

icy97

Perisai石油科技 冀私下配售料籌近1.7億

財經股市14 Feb 2014 20:43
（吉隆坡14日訊）Perisai石油科技（PERISAI，0047，主要板貿易）計劃透過私下配售1億841萬9998股集資。

Perisai石油科技向馬證交所報備，私下配售1億841萬9998新股或相等于10%股權，每股面值為10仙。

該公司以截至13日過去5個交易日的平均閉市價，再折價9.18%計算，發行價料每股1.53令吉，私下配售料可籌達1億6590萬令吉。

報備文告指出，所籌得資金將用作償還一部分銀行貸款、投資于升降式鑽油台或移動岸外生產單位（MOPU），及營運資金。

截至去年9月底，該公司最新財報顯示，銀行貸款額為3億1444萬令吉。【中国报财经】

Type	Announcement
Subject	NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) FUND RAISING
Description	PERISAI PETROLEUM TEKNOLOGI BHD ("PERISAI" OR THE "COMPANY") PROPOSED PRIVATE PLACEMENT OF UP TO TEN PERCENT (10%) OF THE EXISTING ISSUED AND PAID-UP SHARE CAPITAL OF PERISAI ("PROPOSED PRIVATE PLACEMENT")
On behalf of the Board of Directors of Perisai, Kenanga Investment Bank Berhad wishes to announce that the Company proposes to undertake a private placement of up to ten percent (10%) of the existing issued and paid-up share capital of Perisai. Please refer to the attachment for further details. This announcement is dated 14 February 2014. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1539869

Attachments Perisai - Proposed Private Placement (021414).pdf

icy97

配售10%籌1.66億還債‧貝利賽明年盈利看俏

2014-02-17 17:02      
（吉隆坡17日訊）貝利賽（PERISAI，0047，主板貿服組）以參考價1令吉53仙私下配售10%新股，籌措1億6千590萬令吉償還債務及運作資本，預計2014年第一季完成。

分析
分析員對貝利賽的這項企業活動並不意外，因該公司需要改善資產負債表，為未來船隊拓展計劃融資，認為目前不穩定表現只是過渡期，相信2015年盈利潛能將受新舊資產同步貢獻。

肯納格研究預測，私下配合將使貝利賽股本從10億8千萬增至11億9千萬股，潛在負債率從2012財政年杪的0.7倍降低至0.25倍，省約200萬令吉利息，導致2014年每股盈利及目標價各稀釋7.4%及約8%至2令吉32仙。

“2014年財測因美元兌馬幣匯率走高而下調3.6%，不過在E3、移動式海上生產裝置（MOPU）、浮式生產儲油船（FPSO）及首個升降式鑽油台全年使用率支撐下，2015年淨利可能有1億7千100萬令吉。”

興業研究相信，為支撐進軍鑽油業務的決心，這只是該公司多個企業活動的首個計劃，因目前已訂購3個升降式鑽油台，料在2014至2016年裡年收一架，預計每架80%價格將舉債融資。

達證券指出，目前貝利賽整體債務3億1千440萬令吉，負債率0.3倍，預計配售新股後2014年負債率將改善至0.2倍，2014/15每股盈利稀釋7%及8%，目標價料下滑7%至1令吉87仙。

“2014年是貝利賽為Rubicone及E3獲取新合約的過渡期，有信心MOPU及升降式鑽油台未來需求強勁。”

豐隆研究說，受E3及MOPU不能貢獻營業額影響，市場低估了FPSO及升降式鑽油台的貢獻，兩項業務料可在2015年貢獻67%盈利。

“貝利賽預計於2015年脫售E3，加上邊際油田及現有油田強化活動增加，對MOPU獲取合約態度樂觀，建議投資者拉長眼光至盈利更佳的2015年。”（星洲日報／財經‧報道：郭曉芳）

icy97

Type	Announcement
Subject	NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) FUND RAISING
Description	PERISAI PETROLEUM TEKNOLOGI BHD ("PERISAI" OR THE "COMPANY") PROPOSED PRIVATE PLACEMENT OF UP TO TEN PERCENT (10%) OF THE EXISTING ISSUED AND PAID-UP SHARE CAPITAL OF PERISAI ("PROPOSED PRIVATE PLACEMENT")
We refer to our announcement dated 14 February 2014 in relation to the Proposed Private Placement. On behalf of the Board of Directors of Perisai, Kenanga Investment Bank Berhad wishes to provide additional information in relation to the Proposed Private Placement. Please refer to the attachment for further details. This announcement is dated 18 February 2014. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1541141

Attachments Perisai - Proposed Private Placement (Additional Information).pdf

icy97

PERISAI PETROLEUM TEKNOLOGI BHD

Type	Announcement
Subject	OTHERS
Description	QUARTERLY FINANCIAL REPORT PURSUANT TO PARAGRAPH 9.22 OF THE MAIN MARKET LISTING REQUIREMENTS OF BURSA MALAYSIA SECURITIES BERHAD
Please be informed that Perisai Petroleum Teknologi Bhd has scheduled to release its unaudited financial results for the fourth quarter ended 31 December 2013 on Wednesday, 26 February 2014 in accordance with Paragraph 9.22 of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad.

Loopie

希望26号可以带来好消息

Allen.

Loopie 发表于 21-2-2014 11:56 AM
希望26号可以带来好消息

今天大跌，希望你沒套牢。

Perisai這個股票令我又愛又恨。去年年中，我買在1.51,第二個交易日以1.64賣掉，再一天好像漲到1.69才下跌。

跌到1.54我以為撿到便宜貨，憑感覺再進了一些，後來外資撤離（去年6/7月），它一蹶不振，我不肯停損套至今年1月才以1.7出手了，賣掉後它還去到1.73。

個人認為（胡立陽老師說：個人認為/判斷都不值錢），你參考一下。
我兩次都在1.7左右賣掉, 我認為它的壓力區在1.7左右，不過許多投資行給它更高的目標價。
  
該停損的就該做動作，我並沒把握再給它套牢，現在還是觀望，遲些時候我又進場了再給你分享。

如果股票高人看不爽，請不要shoot我，我只是給Loopie一點信心。

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31/12/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/12/2013	31/12/2012	31/12/2013	31/12/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	13,845	31,830	111,663	128,370
2	Profit/(loss) before tax	-807	-11,650	38,025	53,272
3	Profit/(loss) for the period	3,601	27,591	82,417	118,826
4	Profit/(loss) attributable to ordinary equity holders of the parent	577	9,559	71,759	92,174
5	Basic earnings/(loss) per share (Subunit)	0.05	1.13	7.29	10.86
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 ($$)	0.8300		0.5600

icy97

Type	Announcement
Subject	OTHERS
Description	PERISAI PETROLEUM TEKNOLOGI BHD (“PERISAI” OR THE “COMPANY”) BAREBOAT CHARTERS OF EIGHT (8) VESSELS UNDER THE INTAN OFFSHORE GROUP OF COMPANIES - CHANGE OF OWNER AND CHARTERER FOR THE CHARTER OF THE VESSEL SARAH PEARL
1.         INTRODUCTION Reference is made to our announcement of 18 September 2012 where we announced that the Intan Offshore Group had entered into charterparty agreements for the charter of Intan Group’s 8 offshore support vessels (“Charterparty Agreements”). The Board of Directors of Perisai Petroleum Teknologi Bhd (“the Company” or “Perisai”), wishes to announce that pursuant to internal restructures of the Intan Offshore Group and that of the Charterer of the vessel Sarah Pearl (“Vessel”), changes have been effected on the charterparty of the Vessel.    2.         DETAILS OF THE CHANGES The changes effected are as follows:-            Previous Party Current Party Owner of Vessel Sarah Pearl Shipping Pte Ltd, a member of the Intan Offshore Group Intan Offshore (L) Ltd, a member of the Intan Offshore Group Charterer of Vessel Emas Offshore Pte Ltd Emas Offshore (M) Sdn Bhd (“EOMSB”) (“the Changes”) Except for the Changes, the terms of the charter party remain the same including the daily charter hire at USD2,000.00 per day. 3.         DIRECTORS’ AND MAJOR SHAREHOLDER’S INTEREST IN THE CHANGES Save for that disclosed below, none of the Directors and/or major shareholders of the Company or persons connected thereto have any interest, direct or indirect, in the Changes. (a)           EOMSB, through the Ezra Holdings Ltd Group (“Ezra”) is a 49% shareholder of Intan Group and holds approximately 26% of the issued share capital of Perisai; (b)           EOMSB is a wholly owned subsidiary of Ezra; (c)           Capt Adarash Kumar a/l Chranji Lal Amarnath, a director of Perisai, is also a director of Ezra, Intan Group and EOMSB.    4.         FINANCIAL IMPACT IN THE CHANGES As the terms of the charterparty agreement remain, the Changes will have no financial impact other than that disclosed in our earlier announcement of 18 September 2012. 5.         DIRECTORS' OPINION The Directors of Perisai are of the opinion that the Changes is in the best interest of the Company. The announcement is dated 27 February 2014.

icy97

Type	Announcement
Subject	OTHERS
Description	PERISAI PETROLEUM TEKNOLOGI BHD (“PERISAI” OR THE “COMPANY”) BAREBOAT CHARTERS OF EIGHT (8) VESSELS UNDER THE INTAN OFFSHORE GROUP OF COMPANIES - CHANGE OF OWNER AND CHARTERER FOR THE CHARTER OF THE VESSEL SARAH PEARL
We refer to our announcement dated 27 February 2014 on the above matter.  We wish to further clarify the following statement as stated in the said Announcement which should read as follows :- “3.       DIRECTORS’ AND MAJOR SHAREHOLDER’S INTEREST IN THE CHANGES Save for that disclosed below, none of the Directors and/or major shareholders of the Company or persons connected thereto have any interest, direct or indirect, in the Changes. (a)          Ezra Holdings Ltd Group (“Ezra”), through EOMSB, holds 49% equity interest in Intan Offshore Group.  Ezra holds approximately 26% of the issued share capital of Perisai; ……………………………………………………” This announcement is dated 28 February 2014.

Loopie

Allen. 发表于 27-2-2014 05:14 PM
今天大跌，希望你沒套牢。

Perisai這個股票令我又愛又恨。去年年中，我買在1.51,第二個交易日以1.64賣 ...

现在我还是HOLD住..看行情应该是得等段时间吧..反正没急着要用钱的话可以HOLD着先...最近几天应该还是在1.50-1.54徘徊吧...
目标价是1.80左右..希望不需要等太久...

有毛的球

对于PERISAI 净利的大跌，董事部有给什么解释吗？ 好像DAYA,至少董事部会出来说几句给投资者一些信心。

icy97

柏利赛2296万买拖船

财经新闻 财经  2014-03-15 09:05
（吉隆坡14日讯）柏利赛石油（PERISAI，0047，主板贸服股）宣布，以总值700万美元（约2296万令吉）收购起锚支援拖船（AHT）。

柏利赛石油通过文告表示，持有51%股权的子公司Intan岸外（纳闽）私人有限公司与Lewek Robin船务私人有限公司签署协议备忘录（MOA），收购名为Lewek Robin的起锚支援拖船。

公司指出，将通过贷款方式支付其中455万美元（约1492万令吉）；Intan岸外已获得该笔贷款，偿还期限长达7年。

而剩余的245万美元（约803万令吉），则通过卖方信贷支付。

今日，Lewek Robin船务通知Intan岸外，已委任卖方信贷给相关公司Emas岸外（大马）私人有限公司。

双方将会在Intan岸外还清贷款后，再洽谈有关卖方信贷的偿还细节。

在收购完成后，Intan岸外将会出租起锚支援拖船给Emas岸外，直到贷款还清为止，而每日租金为2600美元（约8528令吉）。【南洋网财经】

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”) ACQUISITION OF AN ANCHOR HANDLING TUG (“LEWEK ROBIN”) FROM LEWEK ROBIN SHIPPING PTE LTD (“LRSPL”)
Please refer to the attachment for details of announcement. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1567069

Attachments Acquisition of anchor handling tug (Lewek Robin).doc