【EzionHldg 5ME 交流专区】毅之安 EZION HOLDINGS LIMITED

icy97

毅之安配售5,000万股新股
http://www.sharesinv.com/zh/articles/37632/

2013年03月01日
毅之安(Ezion Holdings) 宣布计划发行5,000万股新股(每股售价为1.895元)，售股收益将用来为购买自升自航式修井船(liftboat)融资，后者是为东南亚一家国家石油公司的油气活动提供支援。公司获得一份价值约4,530万美元的租用修井船意向书，租期为两年。修井船预期在3Q13落水后将部署在东南亚海域。虽然有关交易不会对公司的每股盈利或净有形资产带来实质冲击，但修井船的第一及第二期工程的成本大约为1亿4,000万美元。截至2013年2月28日，认购股占了公司现有的发行及已缴股本约5.5%。

启示: FY13每股盈利预期将会被稀释5.5%，但预期新修井船 会从FY14开始为盈利带来贡献。在完成售股后，公司目前的股本将从9亿零991万8,603股增加至9亿5,991万8,603股。

icy97

Ezion JV wins $184mil contract to provide service rig
http://www.theedgesingapore.com/the-daily-edge/business/43525-ezion-jv-wins-184mil-contract-to-provide-service-rig.html

Thu, 18 Apr 12:13  
Ezion Holdings announced that its joint venture (JV) with Kim Seng Holdings through its subsidiary, Scott & English, secured a contract worth up to US$148.6 million ($183.6 million) to provide a service rig over seven years to support the oil & gas activities of a national oil major in Central America. The service rig which will be deployed in the Bay of Campeche is expected start work in 3Q of 2013. The JV will acquire a service rig to meet the requirements of the contract. This will be funded through internal resources as well as bank borrowings.

icy97

毅之安再接再厉，赢得价值1亿4,860万美元合约
http://www.sharesinv.com/zh/articles/38397/

2013年04月19日
毅之安(Ezion Hldgs)联同合资伙伴金声控股(Kim Seng Holdings)再次取得合约。这份价值1亿4,860万美元的合约涉及为中美一家国家石油公司提供服务平台，为期7年。据悉该客户是墨西哥的Pemex，预期毅之安将在今年第3季度，该平台完成提升工程后，把平台交付给客户。平台将部署在墨西哥湾的坎佩切湾(Bay of Campeche)。侨丰证券研究(OSK Research)表示，这项投资估计为8,000万美元，其中5,600万美元将由举债融资，另外2,400万美元为股本。

启示：公司迄今赢得了总值3亿6,450万美元和多年合约，涉及为石油公司提供服务平台，升降式平台及救生艇。星展银行研究(DBS Research)表示，估计上述最新的合约将带来约1,020万美元的全年净利。

icy97

Ezion's Q1 profit more than tripled to $57mil on sale of JV
http://www.theedgesingapore.com/the-daily-edge/business/43808-ezions-q1-profit-more-than-tripled-to-57mil-on-sale-of-jv.html

Thu, 9 May 13:04  
Ezion Holdings says net profit for the first-quarter ended March 31, 2013 more than tripled to US$46.2 million ($56.8 million), from US$14 million in the previous year, boosted by a net gain of US$17.77 million from the sale of a joint venture in Australia.

Revenue rose 79.3% to US$54.8 million from a year ago, driven by chartering contribution from deploying additional units of service rigs. It was also boosted by a higher contribution from its offshore logistic support vessels services from the Queensland Curtis Liquefied Natural Gas project and the start of the Australia Pacific LNG (APLNG) project.


毅之安的1Q13盈利增加超过两倍至4,620万美元
http://www.sharesinv.com/zh/articles/38795/

2013年05月09日
毅之安(Ezion Hldgs)在截至2013年3月31日的首季盈利从去年同期的1,410万美元增加超过2倍至4,620万元，由于脱售澳洲合资获得1,780万美元的净收益。收入激增79.3%至5,480万元，由于部署更多服务平台带来包租收入，以及澳洲昆士兰Curtis液化天然气项目和澳洲Pacific液化天然气项目的离岸物流支援船服务所带来的贡献均提高。截至今年3月31日，公司的现金与现金等值物为1亿4,990万美元，截至去年同期则是1亿3,370万美元。

启示：公司预期会在2013年部署更多服务平台。此外，随着上述两个在澳洲的液化天然气项目已在今年开工，公司也预期收入会因而提高。

icy97

Ezion receives LOI with $100mil contract to provide service rig
http://www.theedgesingapore.com/the-daily-edge/business/43911-ezion-receives-loi-with-100mil-contract-to-provide-service-rig.html

Wed, 15 May 19:08
Ezion Holdings says it has received a letter of intent with a contract value of US$80.3 million ($100 million) over a four-year period to provide a service rig to be used by an Asia-based national oil company to support its oil & gas activities.

The service rig is expected to be deployed and working in South East Asian waters by the end of 2013 after its refurbishment and conversion. The project will be funded through a bond issue.

The project is not expected to have a material impact on the group’s earnings per share or net tangible assets per share for the financial year ending Dec 31, 2013.

icy97

Ezion Holdings drop nearly 6% on Ezra's divestment plan
http://www.theedgesingapore.com/the-daily-edge/business/44128-ezion-holdings-drop-nearly-6-on-ezras-divestment-plan.html

Fri, 31 May 11:22
Marine services provider Ezion Holdings dropped as much as 5.9% on Friday to $2.23 after its fourth-largest shareholder, Ezra Holdings, said it would sell its stake in the firm.

Ezra Holdings, an offshore energy services provider, holds 40 million shares, a 4.76% stake, in Ezion. Ezra said it would use the proceeds to meet its working capital needs, reduce debt and fund growth and operations of its core business divisions.

Ezra shares rose as much as 3% to $1.

icy97

DBS raises Ezion Holdings earnings forecast
http://www.theedgesingapore.com/the-daily-edge/business/44208-dbs-raises-ezion-holdings-earnings-forecast.html

Thu, 6 Jun 12:13
Rising demand for liftboats will help offshore service provider Ezion Holdings retain strong growth, said DBS Vickers Securities, raising its earnings forecast and price target.

Ezion shares rose as much as 3.1% to $2.32, on course for its biggest daily climb in more than a week, outstripping a 0.6% fall in the oil and gas sector index.

“The group is poised to ride on the rising demand for liftboat/service rigs in Asia and robust activities in United States Gulf of Mexico (GOM),” DBS said in a note.

DBS raised its forecast for Ezion’s financial year 2014 and 2015 earnings by 3% and 15% respectively, and lifted its price target to $3.00 from $2.52.

“It has a unique business proposition that offers fascinating growth and high earnings visibility,” the brokerage said.

The lead in the liftboat market helped Ezion’s net income in the three months ended March 31 jump to US$46.15 million ($57.63 million) from US$14.08 million a year.

icy97

OCBC tips more upside for Ezion despite YTD rise
http://www.theedgesingapore.com/the-daily-edge/business/44365-ocbc-tips-more-upside-for-ezion-despite-ytd-rise.html

Wed, 19 Jun 10:38
Despite Ezion Holdings' (5ME.SG) near 36% year-to-date rise, OCBC says shares still have upside.

The house attributes the stock's recent resilience in the face of the STI's 6.8% decline from its 52-week high in May to the fact that Ezion's earnings are backed by secured contracts for a fleet of 27 liftboats and service rigs, and its diverse customer base composed of national oil companies from various parts of the world.

"Despite the good stock price performance year to date, we still see an upside potential of about 14% over a one-year time frame," the house says.

It tips, contracts that the group secures in the future that will have an impact on FY13F and FY14F earnings may be further price catalysts. OCBC has a Buy rating and $2.62 fair value for the stock. The stock is currently flat at $2.29.

icy97

Ezion gets LOI to provide service rig for $103.7 mil
http://www.theedgesingapore.com/the-daily-edge/business/44738-ezion-gets-loi-to-provide-service-rig-for-1037-mil.html

Thu, 18 Jul 11:45  
Ezion Holdings said that it has received a letter of intent with a value of up to US$82.1 million ($103.7 million) over a five-year period to provide a service rig.

The rig is to be used by a Southeast Asian based national oil company to support its oil & gas activities.

In order to meet the requirement of the LOI, Ezion said it will order an extra rig for the purpose. The rig is expected to be deployed and working in the Southeast Asian waters by late 1Q 2015.

The rig will be funded by the issuance of redeemable exchangeable preference shares by a wholly-owned subsidiary of the company as well as bank borrowings.

icy97

毅之安取得价值8,210万美元的意向书
http://www.sharesinv.com/zh/articles/40491/

2013年07月19日
毅之安(Ezion Holdings)宣布取得价值8,210万美元的意向书，为一家东南亚国家石油公司提供一座服务平台，为期五年。在意向书下，该客户也将订多一座服务平台，并料将在1Q15结束前把它部署在东南亚海域服务。侨丰德意志摩根建富(OSK-DMG)指出，毅之安将投资6,000万美元于一艘自升自航式供应船。资金将由全资子公司发售可赎回可交换优先股及银行贷款提供。相关的300股优先股为每股$100,000，进而将筹得约2,950万元的净收益。这些股票将发售给五个基金，即毅雅成长机会基金II(Evia Growth Opportunities II)、毅雅成长机会基金III(Evia Growth Opportunities III)、创佳投资基金(Venstar Investments)、创佳投资基金II(Venstar Investments II)及创佳投资基金III(Venstar Investments III)。

启示：毅之安今年的订单来源稳健，因而提供未来几年的盈利能见度。侨丰德意志摩根建富预期，公司FY13至FY15的每股盈利将会以47%的年复合增长率增长，并维持‘买入’评级及3元的目标价。

icy97

Ezion maintained at Buy by DBS Vickers with lower $2.96 target price
http://www.theedgesingapore.com/the-daily-edge/business/44765-ezion-maintained-at-buy-by-dbs-vickers-with-lower-296-target-price.html

Fri, 19 Jul 14:29
DBS Vickers is maintaining a Buy on Ezion Holdings with target price adjusted to $2.96. Ezion has just signed a LOI to provide bareboat charter for a liftboat worth US$82.1 million ($104 million) over five years. It may be converted to time charter at potentially higher contract value of about US$90 million. The rig is expected to be delivered to a national oil company in SEA by late 1Q 2015.

Analyst Ho Pei Hwa says in a DBSVO Clarity email blast that the cost of the newbuild -- US$60 million -- will be funded by the issuance of preference shares (27%) and bank borrowings (73%). Ezion is issuing 300 redeemable exchangeable preference shares to five Global Investor Programme Funds at an issue price of $100,000 each to raise $29.5 million net proceeds. Dilution is minimal at 1.4% and would be more than offset by 1.6% earnings accretion from the new liftboat.

As for the rest of the projects, DBS Vickers says refurbishment of service rig #5 had been completed in May as guided, but deployment to Myanmar is impossible until the monsoon season ends in September. Ezion is expected to absorb the bulk of lost income, which is US$2.5 million per quarter. Separately, the delivery of liftboat #11 under construction at a Vietnamese yard may be delayed by three months to April 2015. On a positive note, service rig #14 to Pemex is commencing operation two months ahead of schedule in July and will contribute additional US$0.8 million net profit in FY13.

“We trimmed FY13-15F net profit 0.4-2.2% and assumed full conversion of the preference shares by FY15. This led us to adjust our target price to $2.96, still pegged to 14x FY13/14 PE. We continue to like Ezion’s strong growth profile and earnings visibility,” says Ho.

thsy1127

zhixuen 发表于 26-12-2010 02:12 AM
AUSGROUP 的基本面不是很好，债务也蛮高的。
他的图形是Descending Right-Angle Triangle， 成交量又不高。 ...

请问对CHINA ENV 5UO.SI 的价位0.23还会再往上冲吗？套线？
Ｎ年前小亏过，之前再度买进0.09 (100粒）．

icy97

Name of Announcer *	EZION HOLDINGS LIMITED
Company Registration No.	199904364E
Announcement submitted on behalf of	EZION HOLDINGS LIMITED
Announcement is submitted with respect to *	EZION HOLDINGS LIMITED
Announcement is submitted by *	Lim Ka Bee
Designation *	Company Secretary
Date & Time of Broadcast	07-Aug-2013 07:35:27
Announcement No.	00004

>> ANNOUNCEMENT DETAILS

The details of the announcement start here ...

For the Financial Period Ended *	30-06-2013
Description	Please see attached.

Attachments

Ezion_2Q2013_Results_Announcement.pdf

icy97

Name of Announcer *	EZION HOLDINGS LIMITED
Company Registration No.	199904364E
Announcement submitted on behalf of	EZION HOLDINGS LIMITED
Announcement is submitted with respect to *	EZION HOLDINGS LIMITED
Announcement is submitted by *	Lim Ka Bee
Designation *	Company Secretary
Date & Time of Broadcast	07-Aug-2013 07:50:14
Announcement No.	00010

>> ANNOUNCEMENT DETAILS

The details of the announcement start here ...

Announcement Title *	PROPOSED BONUS ISSUE ON THE BASIS OF ONE BONUS SHARE FOR EVERY FIVE EXISTING ORDINARY SHARES
Specific shareholder's approval required? *	No
Description *	Please see attached.

Attachments

Ezion_Bonus_Issue.pdf

icy97

Name of Announcer *	EZION HOLDINGS LIMITED
Company Registration No.	199904364E
Announcement submitted on behalf of	EZION HOLDINGS LIMITED
Announcement is submitted with respect to *	EZION HOLDINGS LIMITED
Announcement is submitted by *	Lim Ka Bee
Designation *	Company Secretary
Date & Time of Broadcast	16-Aug-2013 17:59:37
Announcement No.	00099

>> ANNOUNCEMENT DETAILS

The details of the announcement start here ...

Announcement Title *

PROPOSED ISSUE OF S$30 MILLION REDEEMABLE EXCHANGEABLE PREFERENCE SHARES

Description

Please see attached.

Attachments

Ezion_REPS_Subscription_Agreement_160813.pdf

icy97

Name of Announcer *	EZION HOLDINGS LIMITED
Company Registration No.	199904364E
Announcement submitted on behalf of	EZION HOLDINGS LIMITED
Announcement is submitted with respect to *	EZION HOLDINGS LIMITED
Announcement is submitted by *	Lim Ka Bee
Designation *	Company Secretary
Date & Time of Broadcast	20-Aug-2013 17:19:48
Announcement No.	00066

>> ANNOUNCEMENT DETAILS

The details of the announcement start here ...

Announcement Title *

EZION HOLDINGS LIMITED ISSUES S$60,000,000 4.60 PER CENT. NOTES DUE 2018 UNDER ITS S$500,000,000 MULTICURRENCY DEBT ISSUANCE PROGRAMME

Description

Please see attached.

Attachments

Ezion_Series_004_Notes.pdf

icy97

毅之安赢得4,910万美元合约
http://www.sharesinv.com/zh/articles/41147/

2013年08月29日
毅之安(Ezion Holdings)取得了价值约4,910万美元的四年期包租合约，为一家大型石油公司在中东的油气活动提供服务钻台。这座服务钻台将在完成翻新和提升工程后，在2014年中部署在中东的岸外油气田服务。另外，公司也将通过子公司Scott & English与金声控股(Kim Seng Holdings)组合资，以收购和经营该钻台。公司在较早前在其5亿元多元货币债券计划下发行了6,000万元的票据(4.6%利率、2018年到期)。所获收益将用来充当一般企业用途，包括岸外和海事投资的资金及一般营运资本。

启示：来自油气业的需求殷切料将继续对公司的服务钻台包租业务有利。稳定的合约来源也为公司未来的财年提供盈利能见度。


Ezion wins $62.7 mil contract to provide service rig
http://www.theedgesingapore.com/the-daily-edge/business/45268--homebreaking-newsstory-ezion-wins-627-mil-contract-to-provide-service-rig.html

Publish date: Thu, 29 Aug 11:41
Offshore services company Ezion Holdings has won a contract to provide a service rig for an oil major to support its oil and gas activities in the Middle East.

The charter deal is worth about US$49.1 million ($62.7 million) over four years, said Ezion.

To fulfil the contract, Ezion said it will form a joint venture with Kim Seng Holdings through its subsidiary, Scott & English, to acquire and own the service rig.

The project will be funded through internal resources and bank loans.

The rig is expected to be deployed to the Middle East around the middle of next year after its refurbishment and upgrading, Ezion said.

icy97

Ezion to buy 45.15% of enlarged Ocean Sky, inject marine ops
http://www.theedgesingapore.com/the-daily-edge/business/45606-ezion-to-buy-4515-of-enlarged-ocean-sky-inject-marine-ops.html

Publish date: Mon, 30 Sep 10:46
Ezion Holdings, the provider of liftboats & service rigs and offshore logistics support services, is acquiring 45.15% of the total enlarged share capital of Ocean Sky International Limited.

Ezion will subscribe for 440 million new shares in the capital of Ocean Sky at 1.08 cents each to be satisfied by allotment and issuance of 20.2 million new Ezion shares to Ocean Sky.

In addition, Ezion will acquire 165 million share options, with each option carrying the right to subscribe for one new ordinary share in the capital of Ocean Sky at the exercise price of 10.8 cents per option.

Ezion plans to inject its marine supply base business into Ocean Sky and redesignate its existing Chief Operating Officer, Captain Larry Glenn Johnson, as the new Chief Executive Officer cum Executive Director of Ocean Sky upon the successful acquisition of 45.15% of the total enlarged share capital of Ocean Sky.

Captain Johnson will continue to remain as an Executive Director of Ezion Holdings Limited. Ezion will appoint its Deputy Chief Operating Officer, Lee Kon Meng (Peter), as its Chief Operating Officer.

Chew Thiam Keng, Ezion’s CEO, said: “This acquisition will allow Ocean Sky International Limited to have a dedicated management team for the Group to capture new business opportunities in providing vital marine infrastructure in resource rich Australia while allowing Ezion to continue to focus on meeting the strong demand from clients of its existing business.”

icy97

Ezion receives Letter of Intent for US$65 mil contract
Source: The Edge   |   Publish date: Mon, 28 Oct 09:00
http://www.theedgesingapore.com/the-daily-edge/business/46006-ezion-receives-letter-of-intent-for-us65-mil-contract.html

Ezion Holdings said it has received a letter of intent with a contract value of up to US$65 million over a 3 year period to provide a service rig.

The rig will be used by an oil major to support its oil & gas activities in South East Asia.

Ezion said it is in the process of forming a joint venture company to order and own the service rig for the project.

The service rig is expected to be deployed and working in the Southeast Asian waters by late 3Q 2015.

The above mentioned project will be funded through internal resources as well as bank borrowings.

icy97

Ezion posts 137% rise in 3Q net to $38.2 mil
Source: The Edge   |   Publish date: Thu, 14 Nov 20:11  
http://www.theedgesingapore.com/the-daily-edge/business/46329-ezion-posts-137-rise-in-3q-net-to-382-mil.html

Ezion Holdings announced a 137% rise in net profit to $38.2 million for the three months to Sept 30 (3Q12), including $8.1 million of earnings from associates and jointly controlled entities. Revenue rose 97% to $76 million. Financing costs were up 67% to $2.27 million on account of interest costs in relation to the issuance of $210 million notes under the Multicurrency Debt Issuance Programme and higher bank loans for the funding of new service rigs and vessels.