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楼主: icy97

【ICON 5255 交流专区】标志岸外

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发表于 2-5-2015 12:27 PM | 显示全部楼层
icy97 发表于 29-12-2014 06:44 AM
基石變墜石

2014-12-28 19:55      

这些基石,有很好的预测能力,亏本照卖,亏少很多!
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发表于 4-5-2015 11:12 AM | 显示全部楼层
掉到RM 0.57了, 可以进场了嗎? 会不会再掉?
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发表于 4-5-2015 01:49 PM | 显示全部楼层
这只东西,有 Ekuinas 做后台,不是泛泛之辈,有得博!
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发表于 4-5-2015 08:38 PM | 显示全部楼层
sp13501 发表于 4-5-2015 01:49 PM
这只东西,有 Ekuinas 做后台,不是泛泛之辈,有得博!

好, 就給他博一博了...
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发表于 28-5-2015 12:08 AM 来自手机 | 显示全部楼层
跌阿妈都不认得了
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发表于 28-5-2015 12:43 PM | 显示全部楼层
本帖最后由 icy97 于 29-5-2015 03:07 AM 编辑

首季淨利大跌86%至27億
財經27 May 2015 23:00
http://www.chinapress.com.my/node/625199

油氣領域需求下滑及活動減少拖累,ICON岸外本財年截至3月底首季營業額按年跌20.6%至635億9357萬令吉,淨利挫86%至27億883萬令吉。

ICON岸外週三發布最新業績時指出,國際油價疲軟衝擊整個油氣領域,油氣活動減少影響公司業績,儘管新住宿工作船(Accommodation Work Boat,簡稱AWB)為公司營業額作出貢獻,但卻被整體營業額下滑所抵消。

在銷售成本方面,首季增加410萬令吉或11.2%至405萬令吉,主要因干船塢船隻的燃油消耗。

SUMMARY OF KEY FINANCIAL INFORMATION
31 Mar 2015
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Mar 2015
31 Mar 2014
31 Mar 2015
31 Mar 2014
$$'000
$$'000
$$'000
$$'000
1Revenue
63,594
80,067
63,594
80,067
2Profit/(loss) before tax
2,744
19,697
2,744
19,697
3Profit/(loss) for the period
2,709
19,500
2,709
19,500
4Profit/(loss) attributable to ordinary equity holders of the parent
2,709
19,500
2,709
19,500
5Basic earnings/(loss) per share (Subunit)
0.23
7.57
0.23
7.57
6Proposed/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 ($$)
0.9200
0.9200

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 楼主| 发表于 29-5-2015 12:37 AM | 显示全部楼层
本帖最后由 icy97 于 29-5-2015 03:06 AM 编辑

接獲9900萬租船合約
財經27 May 2015 23:00
http://www.chinapress.com.my/node/625199

該公司稍晚向馬證交所報備指出,間接獨資子公司ICON Bahtera獲得一項定期租船合約長達2年,可選擇延長1年,總值9900萬令吉。

根據報備文件,是項合約來自Zell交通私人有限公司,從4月10日開始提供船隻服務。

Type
Announcement
Subject
OTHERS
Description
ENTRY INTO THE LONG TERM CHARTER CONTRACT BETWEEN ICON BAHTERA (B) SDN BHD (ICON BAHTERA), AN INDIRECT WHOLLY-OWNED SUBSIDIARY OF ICON OFFSHORE BERHAD, AND ZELL TRANSPORTATION SDN BHD (ZELL).
1. INTRODUCTION
The Board of Directors (“Board”) of Icon Offshore Berhad (“ICON” or the “Company”) is pleased to announce that Icon Bahtera, has secured another long term time charter contract to charter the second  accommodation workboat within the ICON fleet of vessels, namely Icon Valiant with Zell (“Time Charter Contract”), a company based in Brunei.

2. DETAILS OF THE TIME CHARTER CONTRACT
The  charter period under the Time Charter Contract commenced on 10 April 2015  and shall continue for a period of two (2) years from the charter period with an option for an extension of one (1) year. Under the Time Charter Contract, Icon Bahtera is required to provide amongst others, offshore support vessel including the provision of time charter of the accommodation workboat and crew to Zell.

3. FINANCIAL EFFECTS ON ICON
The Time Charter Contract, valued at approximately RM99.0 million, is expected to contribute positively to the earnings and net assets of ICON for the financial year ending 31 December 2015 and beyond. Notwithstanding this, the Time Charter Contract is not expected to have any material effects on the share capital and shareholding structure of ICON.

4. RISKS ASSOCIATED WITH THE TIME CHARTER CONTRACT
The risks associated with the Time Charter Contract is mainly operational risks such as accidents and unexpected breakdown of vessels. In mitigating such risks, ICON carries out routine dry docking inspections, afloat repairs and regular maintenance based on the Company’s own comprehensive preventive maintenance programme. Together with ICON’s strict health, safety and environment and security, ICON is of the view that the likelihood and impact of these risks are considered to be manageable within an acceptable level.

5. DIRECTORS' AND SHAREHOLDERS' INTEREST
None of the Directors, major shareholders of ICON and/or persons connected with the Directors or its major shareholders has any interest, direct or indirect in the Time Charter Contract.

6. DIRECTORS' STATEMENT
Our Board is of the opinion that the execution and/or the acceptance of the Time Charter Contract is in the best interest of the Company.

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 楼主| 发表于 29-5-2015 01:13 AM | 显示全部楼层
[tr][/tr]
Date of change
27 May 2015
Name
Dr JAMAL BIN YUSOF @ GORDON DUCLOS
Age
49
Nationality
Malaysia
Designation
Non-Independent Director
Directorate
Executive
Type of change
Cessation of Office
Reason
He opted not to be re-elected as a director pursuant to Article 106 of the company's articles of association to focus on personal matters
Details of any disagreement that he/she has with the Board of Directors
No
Whether there are any matters that need to be brought to the attention of shareholders
No
Qualifications
Bachelor of Science Degree in Dental Surgery from University Malaya 1990President of Malaysia Offshore Support Vessels Owners Association
Working experience and occupation
He began his career in dentistry by founding a family dental practice in 1990 and practised dentistry for almost 10 years. He also held the position of managing director of Sisma Enterprise Sdn Bhd from 1997 to 2005, where he was responsible for the growth and development of the company particularly in the provision of electrical engineering and OSV services. In 2006, he ventured further into the oil and gas industry by founding Omni Power through which they acquired their first vessel. He was the Managing Director of Omni group of companies up to the completion of strategic consolidation in 2012, between Omni Petromaritime Sdn Bhd and Tanjung Kapal Services Sdn Bhd, following which he assumed the position as Icon's Chief Executive Officer.


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 楼主| 发表于 29-5-2015 02:17 AM | 显示全部楼层
本帖最后由 icy97 于 30-5-2015 02:49 PM 编辑

助反贪局调查 休假6个月 Icon岸外CEO放弃连任董事

财经新闻 财经  2015-05-28 11:46
(吉隆坡27日讯)上月杪被反贪污委员会传召调查的Icon岸外(ICON,5255,主板贸服股)总执行长贾马尔尤斯夫,今天在股东大会里决定不寻求连任董事一职。

主席丹斯里阿萨拉惹敦乌达在记者会上说,贾马尔尤斯夫做出这个决定的原因,是“为了更专注处理私人事务”。

“我今天早上接到贾马尔尤斯夫给董事部的信,信里说他为了协助反贪局的调查,决定放弃寻求连任董事。而且,在适当的时机,他将和董事部讨论未来的接班人事宜。”

贾马尔尤斯夫目前正在6个月的休假中,并由副总执行长哈山船长接手领导公司。

“从他今天的决定来看,董事部有信心他在未来能够把公司的利益,置于自己的利益之上。”

贾马尔尤斯夫今天并没有出席股东大会,他是通过主席丹斯里阿萨拉惹敦乌达,向大会传达意愿。

只助查未被提控

阿萨说,公司不知道反贪会调查的重点,也无法公布任何的详情。

“他们(反贪会)已经传召涉及的人士,也拿走相关的文件,他们没有告诉我们在调查什么。”

他也说,目前无法随意透露任何细节,因案件尚在调查中,否则有可能会干预当局调查。

另外,独立董事拿督威拉阿兹哈阿都哈密,也呼吁各界对案件勿做诸多的揣测,因为这样会造成“不必要的干扰”。

他强调,目前两人没有被提控,只是协助当局调查。

上月杪,国家股权公司(Ekuinas)的首个上市臂膀Icon岸外,惊传贾马尔尤斯夫和拉曼尤斯夫双双被反贪委员会扣查,不过三天后释放。

调低租金争取合约

Icon岸外将通过具有竞争力的竞标策略,维持旗下船只的使用率。

阿萨说,由于目前油价低迷,租船需求减少,租金也相对的承受下调压力,营运环境严峻,Icon岸外将持续通过更有竞争力的竞标策略,维持船只的使用率,去年的使用率是78%。

“为了帮助油气公司减低成本,我们将尽量调低租金。”

尽管如此,他说,目前公司在手上的订单总值7.6亿令吉,其中50%的订单,足以支撑公司营业额到下财年。

他说,Icon岸外的目标除了是本地市场,也将目光放在区域,目前已在汶莱与Zell交通私人有限公司,设立联营公司,提供岸外支援船,服务汶莱蚬壳石油(BSP)。

子公司获9900万汶莱合约

Icon岸外宣布,独资子公司Icon Bahtera获得一项接近9900万令吉的长期汶莱合约,出租新的DP2住宿工作船(Accommodation Work Boat,简称AWB)。

该项长期合约,是通过Icon岸外与Zell交通私人有限公司设立的联营公司取得的第二项合约。

根据文告,该项合约为期2年,且拥有另外1年的延长选择权。

副总执行长哈山船长表示:“能够与ZELL联营在汶莱取得第二项长期合约,我们感到非常开心。我们将会努力争取更多合约,公司目前继续竞标,以便把使用率扩到最高水平和提高盈利。”

首季净利跌86%此外,公司今日公布截至3月31日首季净利按年下挫86.11%,达270万8826令吉或每股盈利0.20仙,显著低于上财年同期1950万295令吉或7.6仙。

同时,营业额亦从8006万7160令吉,按年减少20.57%,达6359万3567令吉。

Icon岸外的营业额和净利下跌,归咎于油气领域的需求和活动减少,冲击所有油气服务公司,包括岸外支援业者。

因此,他认为,获得第二项长期合约,加上之前取得的ICONKayra合约,将会对公司带来贡献,有助今年改善业绩表现。【南洋网财经】
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 楼主| 发表于 31-5-2015 04:10 PM | 显示全部楼层
標誌岸外投資價值浮現?

2015-05-30 17:52      
(吉隆坡30日訊)標誌岸外(ICON,5255,主板貿服組)自從去年6月在馬股上市以來,經歷了諸多事端。也或是時機不對,該公司甫上市數週後,國際原油價格即從每桶115美元的高峰,開始節節敗退至重挫。

油價大跌油產商縮減營運

經營岸外支援船運的標誌岸外,無奈地看著股價隨著國際原油價格一起大跌。油價大跌,意味著石油產商將縮減營運,削減資本開銷,這可是岸外支援船運業者的壞消息。

所謂屋漏偏逢連夜雨,今年4月22日,該公司首席執行員惹瑪尤索夫及首席營運員拉曼尤索夫(也是惹瑪的兄弟)雙雙受到大馬反貪污局的調查,使該公司遭受另一輪的打擊。

上述突發震驚事件,進一步衝擊其股價表現,即從去年6月25日上市的首次公開售股(IPO)發售價1令吉85仙,崩跌了72.7%至目前約51仙。該公司的市值也從初上市時的21億8千萬跌至6億2千391萬令吉。

無論如何,該公司目前的股價,截至今年3月31日為止,落在其賬面值比0.55倍,或是每股淨資產值92仙折價45%的水平。就算扣除無形價值,仍在每股淨有形資產76.5仙的水平交易。

岸外支援船運領域主要靠擁有的船只為主,上述數據是否足夠提起一些投資者對它的興趣?

這裡作出一個比較,其他岸外支援船運業者,如柏達納石油(PERDANA,7108,主板貿服組)及環境海事資源(ALAM,5115,主板貿服組),目前分別在股價對賬面比1.65倍及0.91倍水平交易。

不過,柏達納石油估值較高,主要是獲得另一家油氣公司——達洋控股(DAYANG,5141,主板貿服組)收購獻議所支撐。

目前為止,沒有任何一家證券研究給予“買進”的建議。在6家證券研究報告中,給目標價介於42仙至87仙之間,3家給“持有”評級,另外3家則給“賣出”評級。(星洲日報/財經‧The Edge專版)
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 楼主| 发表于 15-7-2015 02:44 AM | 显示全部楼层
本帖最后由 icy97 于 15-7-2015 03:38 AM 编辑

ICON获2项租船合约

财经  2015年07月14日
(吉隆坡14日讯)ICON岸外(ICON,5255,主板贸服股)发文告宣布,获得由主要原油公司所颁发的2项长期合约,以提供2艘操锚拖船或供应船。

该长期合约从7月5日生效,为期2年,並有延长1年期限选择权。

在这期间,ICON岸外需提供主要石油运输、从供应基地到钻井平台的交通需求。

该管理层透过文告披露,这项合约包括延长期限总值为5500万令吉,估计將为该公司2015年財政年(截至12月31日止)盈利及资產带来正面贡献。【东方网财经】

Type
Announcement
Subject
OTHERS
Description
LETTERS OF AWARD FROM AN OIL MAJOR TO ICON OFFSHORE GROUP SDN BHD (IOGSB), A WHOLLY-OWNED SUBSIDIARY OF ICON OFFSHORE BERHAD, FOR THE PROVISION OF TWO ANCHOR HANDLING TUG/SUPPLY VESSELS 60 MT.
1. INTRODUCTION
The Board of Directors (“Board”) of Icon Offshore Berhad (“ICON” or the “Company”) is pleased to announce that IOGSB, has received two letters of award from an oil major for the provision of two anchor handling tug/supply vessels (“AHTS”) (“Long Term Contracts”).   

2. DETAILS OF THE LONG TERM CONTRACTS
The Long Term Contracts shall be effective from 5 July 2015 and shall continue for a period of two (2) years from the said effective date with an option for an extension of one (1) year. Under the Long Term Contracts, IOGSB is required to provide amongst others, transportation of supplies from supply bases to drilling rigs/platforms and vice-versa to the oil major.

3. FINANCIAL EFFECTS ON ICON
The total value of the Long Term Contracts is approximately RM55.0 million inclusive extension period, is expected to contribute positively to the earnings and net assets of ICON for the financial year ending 31 December 2015 and beyond. Notwithstanding this, the Long Term Contracts are not expected to have any material effects on the share capital and shareholding structure of ICON.

4. RISKS ASSOCIATED WITH THE LONG TERM CONTRACTS
The risks associated with the Long Term Contracts are mainly operational risks such as accidents and unexpected breakdown of vessels. In mitigating such risks, ICON carries out routine dry docking inspections, afloat repairs and regular maintenance based on the Company’s comprehensive preventive maintenance programme. Together with ICON’s strict health, safety, security and environment policy and procedures, ICON is of the view that the likelihood and impact of these risks are considered to be manageable within an acceptable level.

5. DIRECTORS' AND SHAREHOLDERS' INTEREST
None of the Directors, major shareholders of ICON and/or persons connected with the Directors or its major shareholders has any interest, direct or indirect in the Long Term Contracts.

6. DIRECTORS' STATEMENT
Our Board is of the opinion that the execution and/or the acceptance of the Long Term Contracts is in the best interest of the Company.

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 楼主| 发表于 16-7-2015 02:12 AM | 显示全部楼层
本帖最后由 icy97 于 17-7-2015 04:25 AM 编辑

獲5500萬合約‧標誌岸外財測不變

2015-07-15 16:13      
(吉隆坡15日訊)標誌岸外(ICON,5255,主板貿服組)獲得總值5千500萬令吉的租船合約。

該公司將為一家大型油氣公司提供兩艘錨作拖船/供應船,為期兩年,從7月起開始,可續約一年。

分析
達證券表示,據管理層透露,該公司將出租新建的5千bhp(制動馬力)錨作拖船,於大馬水域運作。

“此合約價值相等於4令吉90仙/bhp,雖然是處於市場租費的低端,但我們視為合理價,因合約屬長期性質,以及5千BHP船領域供應過剩,競爭激烈。”

達證券估計該公司目前投標15項合約,價值1億零900萬令吉。

由於此合約在預期合約總值和船隊使用率假設的66%至72%,該行保持財測不變。

達證券暫停研究
達證券指出,基於標誌岸外面對不明朗因素,決定暫時停止研究該公司。該公司首席執行員和財務主管被反貪局調查,過後休假直至10月杪。達證券相信此事件將成為該股的關鍵課題,投資者擔心其前景和企業監管。

再者,競爭升溫、固定成本拖累以及投標活動減少,也令該公司盈利面對逆風。

由於伊朗可能不再受制裁,將令油價進一步下跌,該公司盈利風險升高,達證券將該股目標價從54仙下調至39仙。(星洲日報/財經)


Icon岸外 2年财测下修
财经 股市 行家论股  2015-07-16 10:40
http://www.nanyang.com/node/712337?tid=462
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 楼主| 发表于 28-8-2015 01:38 AM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
PROPOSED JOINT VENTURE BETWEEN ICON FLEET SDN. BHD. (IFSB), A WHOLLY-OWNED SUBSIDIARY OF ICON OFFSHORE BERHAD (ICON/COMPANY) AND ZELL TRANSPORTATION SDN. BHD.(ZT) (PROPOSED JOINT VENTURE)
1.      INTRODUCTION
Further to our announcement made on 20 August 2014 (Reference no. IO-140820-7252A) on the above matter, our Board of Directors is pleased to announce that IFSB, had today, entered into a conditional Joint Venture Agreement (“JVA”) with ZT to operate the joint venture company, Icon Bahtera (B) Sdn. Bhd. (“IBSB”).

2.       Details of the JOINT VENTURE PARTIES

2.1     Background information on IFSB

IFSB is a private limited company incorporated under the laws of Malaysia and is a wholly-owned subsidiary of Icon. IFSB has an authorised share capital of RM25,000,000.00 comprising RM22,000,000.00 ordinary shares of RM1.00 each and 30,000,000 redeemable convertible  cumulative preference shares of RM0.10 each. As at the date of announcement, the issued and paid share capital of IFSB is RM14,684,415.00 comprising of 14,684,415 ordinary shares of RM1.00 each.

The principal activity of IFSB is investment holding.

2.2     Background information of ZT

ZT is a private limited company incorporated under the laws of Brunei. ZT has nominal share capital of BND25,000.00 comprising of 25,000.00 ordinary shares of BND1.00 each. As at the date of announcement, the issued and paid share capital of ZT is BND25,000.00 comprising of 25,000 ordinary shares of BND1.00 each.

The principal activity of ZT is principally involved in the business of vessel chartering and is registered with Brunei Shell Petroleum (“BSP”).

2.3     Background information of Icon Bahtera (B) Sdn Bhd (“IBSB”)

IBSB is a private limited company incorporated under the laws of Brunei. IBSB has an authorised share capital of BND10,000,000.00 comprising 10,000,000 ordinary shares of BND1.00 each. As at the date of announcement, the issued and paid share capital of IBSB is BND100.00 comprising of 100 ordinary shares of BND1.00 each.

The principal activity of IBSB is principally involved in the business of investing, acquiring, owning and leasing offshore support vessel to, among others, the oil and gas related industries,  as well as the servicing of any future contracts and operations in Brunei Darussalam.

3.       Details of the JVA

3.1     Purpose

IFSB and ZT (collectively, “Shareholders”) have entered into the JVA for carrying on the business of investing, acquiring, owning and leasing offshore support vessels to, among others, the oil and gas related industries, as well as the servicing of any future contracts and operations in Brunei Darussalam.

3.2     Conditions Precedent

The JVA is conditional upon the satisfaction or waiver of the conditions precedent on or before 30 September 2015 or such other date as may be mutually agreed between the Shareholders. The conditions precedents are as follows:-

a)   the execution of the following business agreements:-

  • sale and purchase agreement between Icon Kayra (L) Inc (“IKL”), a wholly-owned subsidiary of IFSB, and IBSB for the sale by IKL and the purchase by IBSB of the vessel referred to as Icon Kayra. The sale and purchase agreement  was executed on 17 August 2015 and the vessel ownership is in the process of being transferred to IBSB;
  • ship management agreement between IBSB and Icon Ship Management Sdn Bhd (“ISMSB”), a wholly-owned subsidiary of ICON for the provision of ship management services by ISMSB to IBSB. The ship management agreement is pending execution; and
  • financing documents between IBSB and Bank Islam  Brunei Darussalam (“BIBD’) for the provision of a financing facility by BIBD to IBSB for the acquisition by IBSB of Icon Kayra, the vessel.

b)   that (i) the time charter contract dated 16 April 2014 entered into by ZT with an international major oil company and (ii) the back to back agreement dated 21 July 2014 entered into       by IBSB with ZT for the provision of chartering services by IBSB to ZT in respect of the aforesaid time charter contract, are valid and subsisting;

c)    that the business plan of IBSB having been agreed and finalised by the Shareholders; and

d)    all regulatory approvals required by IBSB and the Shareholders (where applicable) to conduct IBSB’s business have been obtained from the relevant governmental authorities.

The JVA shall become unconditional on the day of the last of the conditions precedent is fulfilled or waived (“Unconditional Date”) and the completion date is targeted to be ten (10) business days after the Unconditional Date (“Completion Date”).

3.3     Proposed Subscription

3.3.1  Prior to the Completion Date, IFSB shall subscribe for the IFSB subscription shares as follows (“IFSB Subscription Shares”) at the subscription price of BND2,889,000:-

Types of Shares
Number of Shares allotted and issued to IFSB
Ordinary Shares of BND1.00 each
     50,900
Redeemable Preference Shares of BND0.01 each and of which shall be issued by the Company at a premium BND0.99 each
2,889,000
Total
2,939,900

3.3.2  On the pre-completion date, (being five (5) days after the Unconditional Date or such other date as mutually agreed in writing by the Shareholders), ZT shall pay to IBSB for its    portion of subscription shares (“ZT Subscription Shares”) at the subscription price of BND3,060,000, the allotment of which  shall be on the Completion Date. The ZT              Subscription Shares shall be as follows:-

Types of Shares
Number of Shares to be allotted and issued to ZT
Ordinary Shares of BND1.00 each
     49,000
Redeemable Preference Shares of BND0.01 each and of which shall be issued by the Company at a premium BND0.99 each
3,011,000
Total
3,060,000

3.3.3  On the Completion Date, the share capital of IBSB shall be as follows:-

Types of Shares
Shareholders
Total Shares

IFSB
OMNI Power Sdn Bhd
ZT

Ordinary Shares  of BND1.00 each
50,999
1
49,000
100,000
Redeemable Preference Shares of BND0.01 each and of which shall be issued by the Company at a premium BND0.99 each
2,889,000
-
3,011,000
5,900,000
Total Shares held by each Shareholder
2,939,999
1
3,060,000
6,000,000

As a result of the above, at Completion Date, IFSB will hold approximately 49% interest in IBSB whilst 51% interest will be held by ZT.

Note:
1.         IFSB shall use reasonable endeavours to, as soon as possible after the Completion Date, to purchase the 1 ordinary share held by OMNI Power Sdn Bhd (“Acquisition of   Omni Power Share”).

Upon completion of the Acquisition of OMNI Power Share, the Shareholders shall hold such number of shares in IBSB:-

Types of Shares
Shareholders
Total Shares

IFSB
ZT

Ordinary Shares  of BND1.00 each
51,000
49,000
100,000
Redeemable Preference Shares of BND0.01 each and of which shall be issued by the Company at a premium BND0.99 each
2,889,000
3,011,000
5,900,000
Total Shares held by each Shareholder
2,940,000
3,060,000
6,000,000

3.4        Source of Funding

IFSB’s investment in the IBSB is expected to be funded by internally generated funds.

4.         FINANCIAL EFFECTS

4.1        Earnings and Net Assets

Barring any unforeseen circumstances, the Proposed Joint Venture is expected to contribute positively to the earnings and net assets of ICON.

4.2        Share Capital

The Proposed Joint Venture will have no effect on the share capital of ICON.

4.3        Substantial Shareholders

The Proposed Joint Venture will have no effect on the substantial shareholders of  ICON.

5.         RISK FACTORS

ICON has been involved in oil and gas services industry as such is currently exposed to the risks inherent to the sector.

In addition to being exposed to similar business, financial and investment risks inherent in oil and gas related services, ICON will also be exposed to risks related to  the Proposed Joint Venture. These risks includes investment risks associated with the Proposed Joint Venture, financing risks of the IBSB, foreign exchange risk, political risk, economic and regulatory considerations as imposed by the Brunei authorities.

6.         EFFECTIVE DATE FOR COMPLETION OF THE PROPOSED JVA

Barring any unforeseen circumstances, the JVA is expected to be completed on no later than 30 September 2015.

7.         APPROVAL REQUIRED

The Proposed Joint Venture does not require any approval of ICON’s shareholders.

8.         DIRECTORS AND SUBSTANTIAL SHAREHOLDERS’ INTEREST

None of the Directors and substantial shareholders of ICON or persons connected with the directors or substantial shareholders of ICON have any direct or indirect interest in the Proposed Joint Venture or the JVA.

9.         DEPARTURES FROM SECURITIES COMMISSION’S POLICY AND GUIDELINES ON ISSUE/OFFER OF SECURITIES

  The provisions of the JVA do not result in any departure from the Securities Commission’s Guidelines (“SC Guidelines”).

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 楼主| 发表于 28-8-2015 01:44 AM | 显示全部楼层
本帖最后由 icy97 于 31-8-2015 02:28 AM 编辑

Icon岸外次季净利跌43%

财经新闻 财经  2015-08-28 14:13
(吉隆坡27日讯)Icon岸外(ICON,5255,主板贸服股)次季净利按年跌42.74%,至456万9000令吉,每股净利0.4仙,低于去年同期的7979万令吉。

同期营业额报6857万3000令吉,按年萎缩16.34%。

Icon岸外副总执行长哈山指出,虽然油气领域放缓,但公司状况依旧强稳,有信心能保持竞争力,目前正积极竞标工作订单。

合计上半年,净利大跌73.52%,从2747万9000令吉,挫至727万7000令吉,每股净利0.6仙。

同期营业额按年减少18.44%,至1亿3216万6000令吉。

联营进军汶莱另一方面,Icon岸外子公司IconFleet,于周三与汶莱公司Zell Transportation(简称ZT)缔结联营。

双方将通过联营公司Icon Bahtera提供岸外支援船,服务汶莱油气领域。

Icon Fleet将持有联营公司的49%股权,其余股权属于ZT。

联营公司早前通过ZT,从汶莱蚬壳公司手中,获得一项总值9900万令吉的合约。

联营公司将为汶莱蚬壳公司,提供出租住宿工作船,为期2+1年。【南洋网财经】

SUMMARY OF KEY FINANCIAL INFORMATION
30 Jun 2015
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Jun 2015
30 Jun 2014
30 Jun 2015
30 Jun 2014
$$'000
$$'000
$$'000
$$'00
1Revenue
68,573
81,971
132,166
162,038
2Profit/(loss) before tax
4,607
8,413
7,351
28,111
3Profit/(loss) for the period
4,569
7,979
7,277
27,479
4Profit/(loss) attributable to ordinary equity holders of the parent
4,569
7,979
7,277
27,479
5Basic earnings/(loss) per share (Subunit)
0.40
1.40
0.60
6.60
6Proposed/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 ($$)
0.9248
0.9180

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 楼主| 发表于 30-8-2015 04:12 PM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
PROPOSED JOINT VENTURE BETWEEN ICON FLEET SDN. BHD. (IFSB), A WHOLLY-OWNED SUBSIDIARY OF ICON OFFSHORE BERHAD (ICON/COMPANY) AND ZELL TRANSPORTATION SDN. BHD.(ZT) (PROPOSED JOINT VENTURE)
We refer to our announcement dated 26 August 2015 (Reference No.: GA1-26082015-00113) (“ Announcement”).

All capitalised expressions shall have the same meaning as defined in the Announcement.

Please find below additional information on IFSB Subscription Shares, a reflective of Paragraph 3.3.1 of the Announcement . We also wish to clarify that the total subscription price for the IFSB Subscription Shares is BND2,939,900.
Types of Shares
Existing Number of Shares held by OMNI Power Sdn Bhd
Existing Number of Shares held by IFSB
Number of Shares allotted and issued to IFSB
Redeemable Preference Shares of BND0.01 each and of which shall be issued by the Company at a premium BND0.99 each
-
-
2,889,000
Ordinary Shares of BND1.00 each
1
99
50,900
Total Shares
1
99
2,939,900



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 楼主| 发表于 30-8-2015 04:14 PM | 显示全部楼层
Type
Reply to Query
Reply to Bursa Malaysia's Query Letter - Reference ID
IQL-27082015-00001
Subject
Proposed joint venture between Icon Fleet Sdn Bhd ("IFSB"), a wholly-owned subsidiary of Icon Offshore Berhad ("ICON") and Zell Transportation Sdn Bhd ("ZT") ("Proposed Joint Venture")
Description
PROPOSED JOINT VENTURE BETWEEN ICON FLEET SDN. BHD. (IFSB), A WHOLLY-OWNED SUBSIDIARY OF ICON OFFSHORE BERHAD (ICON/COMPANY) AND ZELL TRANSPORTATION SDN. BHD.(ZT) (PROPOSED JOINT VENTURE)


We refer to your letter dated 27 July 2015 (Reference No.: IQL-27082015-00001)

All capitalised expressions shall have the same meaning as defined in the announcement on 26 August 2015 (Reference No.: GA1-26082015-00113) ("Announcement")
As requested, please find below the following additional information:-
1)         The sale consideration of the vessel referred to as Icon Kayra by Icon Kayra (L) Inc to Icon  Bahtera (B) Sdn Bhd
             The sale consideration of the sale and purchase of the vessel is USD32 million (“Sale Consideration”)
2)         The basis of arriving at the Sale Consideration, other than on a “willing buyer willing seller” basis. If it was based on net assets, the year the net assets were taken             into consideration, quantifying the net assets and stating whether it was based on audited financial statements.
            The Sale Consideration is based on an independent market valuation performed on the asset.
3)         The manner in which the Sale Consideration will be satisfied including the terms of any arrangement of deferred basis.
            The Sale Consideration will be satisfied in full by way of cash settlement on the date of delivery of the Vessel.
4)         The duration (commencement date and expiry date) and the value of the ship management agreement.
           The commencement date of the ship management agreement ("Agreement") shall be the completion date of the JVA, being the date, IBSB becomes a joint venture company.            The annual management fee of the Agreement is between BND300,000 to BND360,000.  
           The expiry date of the Agreement follows the date of termination of the back to back agreement dated 21 July 2014 entered into by IBSB and ZT, of which the said back to                  back agreement is referred to in section  3.2 (b) (ii) of the Announcement.

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 楼主| 发表于 4-9-2015 07:54 PM | 显示全部楼层
本帖最后由 icy97 于 5-9-2015 08:21 PM 编辑

支援船使用率走低‧標誌岸外錢景暗淡

2015-09-04 17:01      
(吉隆坡4日訊)標誌岸外(ICON,5255,主板貿服組)旗下岸外支援船只使用率走低,預料今明兩年的經營環境仍不討好,業務前景暗淡無光。

馬銀行研究指出,標誌岸外2015年次季岸外支援船(OSV)使用率下跌至64%,按季下跌6%及按年則下跌25%,2015年上半年使用率則走低至61%。

該公司旗下擁有33艘岸外支援船,70%租出(15艘為長期及8艘為現期合約),另外10艘則閑置。

目前,該公司尚持的訂單合約達7億5千200萬令吉,其中5億零300萬令吉為固定租約、2億4千400萬令吉為延長租約及400萬令吉為現期租約,其中3億2千300萬令吉將在2016年确認。

國家石油正進行資本開銷/營運開銷削減活動,預料減少對岸外支援船需求,因截至2015年杪時,僅有14座鑽油平台操作,比2014年的39座低得多。

雖然訂單減少,惟標誌岸外管理層披露,國油將優先使用大馬岸外支援船協會成員的岸外支援船,以支持本地業者。

保留更多現金

標誌岸外準備未來5年的石油價格,達到每桶50美元低水平最壞打算。該公司更重注成本意識,包括以更佳成本競標訂單合約及延遲接收興建中的岸外支援船,以保留更多現金。

馬銀行認為,標誌岸外的最大風險為其岸外支援船合約被提早終止,這將打擊其船只的使用率。

目前經營環境仍深具挑戰,保留更多現金是主要關鍵。它的盈利依然存有下跌風險,這使馬銀行將其目標價定在25仙,並給予"賣出"評級。(星洲日報/財經‧報導:李文龍)


Icon 岸外 慎管成本提升竞争
财经 行家论股  2015-09-05 12:45
http://www.nanyang.com/node/721557?tid=462
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 楼主| 发表于 4-9-2015 09:32 PM | 显示全部楼层
本帖最后由 icy97 于 7-9-2015 12:06 AM 编辑

ICON岸外獲1.1億融資便利

財經6 Sep 2015 14:34
(吉隆坡6日訊)ICON岸外(ICON,5255,主要板貿服)與汶萊伊斯蘭銀行執行融資協議,以獲取3700萬汶萊元(約1.1億令吉)BBA條例融資便利。

該公司向馬證交所報備,上述融資便利期限為84個月,將由子公司Icon Bahtera向汶萊伊斯蘭銀行支付每月款項。首筆分期付款將在獲得資金的一個月后開始償還。

ICON岸外的融資項目,主要供收購船隻用途,以填補首發股的使用資金,並會轉供造船計劃資金用途。【中国报财经】

Type
Announcement
Subject
OTHERS
Description
EXECUTION OF THE FINANCING FACILITY IN THE AMOUNT OF BRUNEI DOLLARS THIRTY SEVEN MILLION (BND 37,000,000.00) PURSUANT TO THE ISLAMIC PRINCIPLE OF AL BAI'U BITHAMAN AAJIL (BBA-TERM FINANCING FACILITY).
Further to the Company’s announcements on 28 August 2015 (Reference No.: GA1-28082015-00092 and GA1-27082015-00056), 26 August 2015 (Reference No.: GA1-26082015-00113), and 20 August 2014 (Reference No.: IO-140820-7252A), the Board of Directors (“Board”) of Icon Offshore Berhad (“ICON” or the “Company”) is pleased to announce that Icon Bahtera (B) Sdn. Bhd. (“Icon Bahtera”), a subsidiary of Icon Fleet Sdn. Bhd. (“Icon Fleet”) and Omni Power Sdn. Bhd. (“Omni Power”), a wholly-owned subsidiary of Icon Fleet, which in turn, is a wholly-owned subsidiary of the Company, had on 4 September 2015 executed the financing documents for the BBA-Term Financing Facility with Bank Islam Brunei Darussalam Berhad (“BIBD”), as referred to in the  Company’s announcement of  26 August 2015.

The BBA-Term Financing Facility will have a tenure of eighty-four (84) months, which shall be payable by Icon Bahtera to BIBD in monthly instalments. The first of such instalments shall commence one (1) month after the date of full drawdown of the BBA-Term Financing Facility.

The proceeds raised from the BBA-Term Financing Facility shall be utilised to finance the purchase of a vessel by Icon Bahtera from Icon Kayra (L) Inc., another wholly-owned subsidiary of Icon Fleet, and ultimately for ICON to replenish the temporary utilisation of initial public offering (“IPO”) proceeds and channelled to fund ICON’s shipbuilding program as stipulated in the Company’s IPO prospectus dated 30 May 2014.

The BBA-Term Financing Facility is expected to have a material impact to ICON’s gearings, earnings and net assets and is not expected to have any material effect on the share capital and shareholding structure of ICON.

None of the Directors, major shareholders of ICON and/or persons connected with the Directors or its major shareholders has any interest, direct or indirect in the BBA-Term Financing Facility.

Our Board is of the opinion that the BBA-Term Financing Facility is in the best interest of the Company.

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 楼主| 发表于 13-10-2015 12:04 AM | 显示全部楼层
本帖最后由 icy97 于 13-10-2015 03:14 PM 编辑

Icon 岸外中止快艇合约

财经新闻 财经  2015-10-13 11:48
(吉隆坡12日讯)Icon岸外(ICON,5255,主板贸服股)持有51%的联营公司,ICON-FOB控股有限公司,与Danish Yachts签署协议,宣布中止一项造船合约。

该造船合约是在去年8月签署,项目是建造快艇。

大马FOB Swath有限公司则持有ICONFOB公司49%股权。

Icon岸外在今天发出的文告中指出,由于技术不符合规范要求,因此该联营公司和Danish Yachts同意中止合约。

退款1366万

根据文告,Danish Yachts共退款(包括利息)2135万丹麥克朗,或相等于1366万令吉。

Icon岸外副总执行长哈山提到,在接受交付船只之前,该船必须符合技术规范,因此该公司不会接受不符合技术规格的船只。

他补充,“一般情况下,买家或船主在接受其他造船公司建造船只前,该船都会经过严格的港口验收检测(HAT)和海上验收检测(SAT)。”

目前该公司进行着四艘船的造船计划,并且会持续严格审查造船进度,特别是确保技术规范达到标准作业。【南洋网财经】

Type
Announcement
Subject
OTHERS
Description
SHIPBUILDING CONTRACT BETWEEN ICON-FOB HOLDINGS (L) INC ("JVCO") AND DANISH YACHTS A/S ("DANISH YACHTS") FOR THE CONSTRUCTION OF ONE UNIT OF FOB SWATH VESSEL ("VESSEL") DATED 20 AUGUST 2014 ("SHIPBUILDING CONTRACT")
The Board of Directors (“Board”) of Icon Offshore Berhad (“ICON” or the “Company”) wishes to announce that ICON-FOB Holdings (L) Inc. (“JVCo”), a 51% joint venture company held by Icon Fleet Sdn Bhd (“IFSB”), which in turn, is a wholly-owned subsidiary of ICON and 49% interest held by FOB Swath Malaysia A/S (“FOBS”) have on 6 October 2015 together with Danish Yachts signed a letter of agreement to terminate the Shipbuilding Contract (“Letter of Termination”).

The JVCo and Danish Yachts have mutually agreed to terminate the Shipbuilding Contract due to failure by Danish Yachts to construct the Vessel in accordance with the technical specification as prescribed under the Shipbuilding Contract.

The salient terms of the Letter of Termination, are as follows:-
  • Danish Yachts to refund all payments disbursed, to date by JVCo to Danish Yachts by or on 8 October 2015 (“Due Date”). The amount to be reimbursed is DKK21.35 million inclusive interest (approximately equivalent to RM13.66 million) (“the Amount”). From the Amount, a sum of DKK10.89 million (approximately equivalent to RM6.97 million), representing IFSB’s interest in JVCo shall be refunded to IFSB. Upon receipt of the Amount, the standby letter of credit (“SBLC”) with the expiry date of 31 October 2015 (as referred to in item 2 below) shall be released. As of todate, Danish Yachts has remitted the fund to ICON;
  • The JVCo shall be entitled to cash in the SBLC amounting to DKK19.58 million (approximately equivalent to RM12.53 million) if Danish Yachts fails to refund the Amount within the Due Date; and
  • Termination will take effect from IFSB’s receipt of the Amount or cash in of the said SBLC and neither party shall be liable to each other for any liabilities, claims, losses arising from the termination whatsoever including those which have not been ascertained.

As a result of the termination of the Shipbuilding Contract, IFSB intends to terminate the JVA.

The termination of the Shipbuilding Contract is not expected to have any impact to ICON’s gearings, earnings, net assets, share capital and shareholding structure of ICON.

None of the Directors, major shareholders of ICON and/or persons connected with the Directors or its major shareholders has any interest, direct or indirect in the said termination arrangement.

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 楼主| 发表于 16-10-2015 05:21 PM | 显示全部楼层
Icon岸外 造艇退约影响大

财经 股市 行家论股  2015-10-16 10:45

目标价:25仙

最新进展
Icon岸外(ICON,5255,主板贸服股)持股51%的联营公司ICON-FOB控股有限公司,宣布终止和Danish Yachts之间签署的造船协议。

由于技术不符合规范要求,因此,ICON-FOB控股和DanishYachts同意终止合约。

因此,Danish Yachts退款包括利息在内,共2135万丹麥克朗(约1370万令吉)。

行家建议
由于油价下跌,冲击岸外支援船(OSV)市场,因此,我们对于这项协议终止不感意外。

回顾在订造该艘快艇时,原定在今年第三季的交付时间,延迟6个月至明年首季。

随着这项协议的终止,Icon岸外目前尚有另外4项造船的新订单,将在2017年首季交付。

鉴于岸外支援船的市场或会持续低迷,我们不排除会再次出现类似的造船协议终止或是延迟交付。

提早终止造艇的协议,将会为该公司的营运带来极大的风险,因将影响厂房使用率,因此,公司必须设法提升使用率,才能保住损益表不受影响,以目前的市况,这是很大的挑战。



分析: 马银行投行

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