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楼主: icy97

【ICON 5255 交流专区】标志岸外

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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

【南洋网财经】
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 楼主| 发表于 19-10-2015 01:46 AM | 显示全部楼层
遇人不淑那麼簡單?

2015-10-18 19:59      
標誌岸外(ICON,5255,主板貿服組)又出事了,但這次究竟是好事,還是壞事真難評論。

標誌岸外宣佈,持股51%的聯營公司ICON-FOB控股終止和Danish Yachts之間的造船協議,並獲後者回退約1千366萬令吉的已付款項。

根據文告,終止造船協議是由於Danish Yachts無法達成造船協議闡明的技術要求。

幸運的是,標誌岸外在短短2個月時間內就掌握情況,避免不合格的造船技術對公司帶來更大的損害,但令人憂慮的是,這艘船艦肯定無法如期完成了,那麼會否對標誌岸外的財務帶來更多壓力?

標誌岸外自2014年6月上市以來,6個季度中已有4個季度出現盈利減退,如果沒有新船艦投入營運,這會否讓情況更雪上加霜?

老實說,標誌岸外會面對現有窘境,只能說是生不逢時,該公司甫上市,國際原油價格即從每桶115美元的高峰節節敗退,現已從高位至少回退50%。

油價跌跌不休,意味著石油生產商沒有賺頭,為了過度寒冬只得開始縮減營運,其中國家石油公司(Petronas)即計劃在今明兩年削減資本開銷10%及15%,對整個油氣領域,乃至於岸外支援船運業者都是壞消息。

因此,反正油氣業不景氣,加上市場船艦供過於求,標誌岸外取消新船艦建設,說不定可讓集團手頭寬裕一些。

但是,追根究底,這件事情會發生,絕對不只是遇人不淑那麼簡單,標誌岸外自己也推託不了責任。一艘船艦造價上千萬令吉,在委任製造商的時候難道不需要進行詳細的調查,居然還會因“無法達成技術要求”的爛理由,而讓整個造船計劃喊停,叫人如何不傻眼。

還好相關船艦仍未租出,否則還得向租客賠償,豈不虧慘了。因此,標誌岸外的管理層們,是時候打起精神了,避免這樣無稽的錯誤一再發生,否則脾氣再好的股東都可能忍不住,準備向你們發難了。(星洲日報/投資致富‧投資茶室‧文:洪建文)
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 楼主| 发表于 20-10-2015 12:01 AM | 显示全部楼层
icy97 发表于 28-8-2015 01:38 AM
3.3.2  On the pre-completion date, (being five (5) days after the Unconditional Date or such other ...

Type
Announcement
Subject
OTHERS
Description
(1)        DRAWDOWN OF FINANCING FACILITY OF BRUNEI DOLLARS THIRTY SEVEN MILLION (BND 37,000,000.00) PURSUANT TO THE ISLAMIC PRINCIPLE OF AL BAIU BITHAMAN AAJIL ("BBA-TERM FINANCING FACILITY"). (2)        COMPLETION OF THE JOINT VENTURE AGREEMENT ("JVA") BETWEEN ICON FLEET SDN. BHD. ("ICON FLEET"), A WHOLLY-OWNED SUBSIDIARY OF ICON OFFSHORE BERHAD ("ICON" OR THE "COMPANY"), ZELL TRANSPORTATION SDN. BHD. ("ZT") AND ICON BAHTERA (B) SDN. BHD. ("ICON BAHTERA") ("COMPLETION OF THE JVA")
Further to the Company’s announcements on 1 October 2015 (Reference No.: GA1-01102015-00089), 4 September 2015 (Reference No.: GA1-04092015-00032), 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 the Company is pleased to announce the following:-
  • that Icon Bahtera, a subsidiary of Icon Fleet, had on 19 October 2015 completed the drawdown of Brunei Dollars Thirty Seven Million (BND 37,000,000.00) and has received the said sum,  pursuant to the BBA-Term Financing Facility; and
  • the Completion of the JVA on 19 October 2015. Pursuant to Completion of the JVA, Icon Fleet will hold approximately 49% stake in Icon Bahtera whilst 51% will be held by ZT.

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 楼主| 发表于 24-10-2015 01:59 AM | 显示全部楼层
本帖最后由 icy97 于 24-10-2015 03:03 AM 编辑

ICON岸外获770万合约

财经  2015年10月23日
(吉隆坡23日讯)ICON岸外(ICON,5255,主板贸服股)获得由大马埃克森美孚(ExxonMobil)探勘及生產公司所颁发的2个锚点处理拖船或供应船的短期合约,总值约770万令吉。

ICON岸外会出租旗下名为IconZara和IconIkhlas的拖船,予大马埃克森美孚探勘及生產公司。

据文告,IconZara已从9月30日开始提供服务,为期6个月,並有1个月的延期选择;同时,IconIkhlas则在10月1日开始投入服务,为期3个月。

在这项短期合约下,ICON岸外也需要提供从供应基地至钻井台之间的交通运送服务。

这项合约相信將为公司2015財政年(截至12月31日止)盈利及净资產带来正面贡献。【东方网财经】

Type
Announcement
Subject
OTHERS
Description
LETTER OF AWARD FROM EXXONMOBIL EXPLORATION & PRODUCTION MALAYSIA INC. TO ICON OFFSHORE GROUP SDN. BHD., A WHOLLY-OWNED SUBSIDIARY OF ICON OFFSHORE BERHAD, FOR THE PROVISION OF TWO (2) ANCHOR HANDLING TUG/SUPPLY VESSELS
1. INTRODUCTION
The Board of Directors (Board”) of the Icon Offshore Berhad (“ICON” or the “Company”) is pleased to announce that Icon Offshore Group Sdn. Bhd. (IOGSB”), has received a  letter of award from ExxonMobil Exploration & Production Malaysia Inc. ("EMEPMI”) for the provision of  two (2) Anchor Handling Tug / Supply  vessels  (“Short Term Contract”), identified as Icon Zara and Icon Ikhlas.

2. DETAILS OF THE SHORT TERM CONTRACT
Icon Zara has commenced its service on 30 September 2015 and shall continue for a period of six (6) months with an option for one (1) month extension period whilst Icon Ikhlas has commenced its service on 1 October 2015 for a period of three (3) months.  Under the Short Term Contract, IOGSB is required to provide among others, transportation of supplies from supply bases to drilling rigs / platform and vice versa.

3. FINANCIAL EFFECTS ON ICON
The Short Term Contract, valued at approximately RM7.7 million, is expected to contribute positively to the earnings and net assets of the Company for the financial year ending 31 December 2015 and beyond. Notwithstanding this, the Short Term Contract is not expected to have any material effects on the share capital and shareholding structure of the Company.

4. RISKS ASSOCIATED WITH THE SHORT TERM CONTRACT
The risks associated with the Short Term Contract are mainly operational risks such as accidents and unexpected breakdown of vessels. In mitigating such risks, the Company carries out routine dry docking inspections, afloat repairs and regular maintenance based on the Company’s comprehensive preventive maintenance programme. Together with the Company’s strict health, safety and HSSE policy and procedures, the Company 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 the Company and/or persons connected with the Directors or its major shareholders has any interest, direct or indirect in the Short Term Contract.

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

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 楼主| 发表于 26-10-2015 02:13 AM | 显示全部楼层
標誌岸外全年業績謹慎

2015-10-25 19:20      

讀者黃海生問:
上市不是很久的標誌岸外(ICON,5255,主板貿服組)最新業績如何?

未來業務前景好嗎?值得買進嗎?

答:
截至2015年6月30日為止第二季,該公司淨利下跌至456萬9千令吉(每股淨利0.40仙),比較前期淨利為797萬9千令吉(每股淨利為1.40仙)。

該公司營業額減少至6千857萬3千令吉,前期為8千197萬1千令吉。每股資產值為92.48仙。

首6個月,該公司淨利跌至727萬7千令吉(每股淨利為0.60仙),前期淨利為2千747萬9千令吉(每股淨利為6.60仙)。而營業額為1億3千216萬6千令吉,前期為1億6千203萬8千令吉。該公司最新業績表現比前期來得低,主要是旗下的岸外支援船的使用率下跌所致。

該公司在宣佈最新業績談到未來前景時指出,大馬油氣上游業的探勘及生產活動的興衰,料將持續主宰岸外支援船只的服務需求。

該公司表示,若與去年下半年比較,岸外支援船領域的市場持續高度及非常競爭,料將顯著衝擊岸外支援船經營者,包括該公司在內。

該公司預期岸外支援船領域的前景疲弱,不過,幸好該公司部份的訂單是長期性質(超過1年),該公司將持續專注及确保它旗下船只使用率達到最高水平,特別是通過在本地及區域工程給予具競爭力的投標。

總結一句,該公司對2015年財政年全年的業績表現保持謹慎。

至於未來業務前景,馬銀行研究於9月初的一份剖析報告,相信可以作為參考。

岸外支援船只使用率走低

當時,馬銀行研究認為,標誌岸外旗下岸外支援船只使用率走低,預料今明兩年的經營情況仍是黯淡無光。包括該公司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),而另外10艘則閑置。

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。

標誌岸外準備未來5年的石油價格,達到每桶50美元低水平的最壞打算。

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。目前深具挑戰時刻,保留更多現金是主要關鍵。盈利依然存有下跌風險,這使該行將其目標價定在25仙,並給予“賣出”評級。

略為可提,包括今年4月22日,當時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打擊。

再看遠一點,5月時沒有任何一家證券研究給予“買進”的建議。在6家研究報告中,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/投資致富‧投資問診‧文:李文龍)
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 楼主| 发表于 27-10-2015 08:02 PM | 显示全部楼层
Icon岸外 新合约无助投资评级

财经 股市 行家论股  2015-10-27 10:58

目标价:25仙

最新进展
Icon岸外(ICON,5255,主板贸服股)获大马埃克森美孚(Exxon Mobil)勘探与生产公司,颁发770万令吉合约,负责提供2艘起锚支援拖船(AHTS)。

根据合约,Icon岸外集团公司将为后者,在钻井台和供应基地之间,提供运输作业。

行家建议
我们对此看法是“中和至稍微正面”。

根据合约价值,平均日租费(DCR)相等于2万5000令吉,比去年的日租费还要低30%。

从两方面来说,获得合约对Icon岸外来说,都是值得被赞美的。

首先,这是该公司成功在低迷期赢得合约,其次,将有能力提升船队的使用率。

根据最新的日租率,我们估计,两艘AHTS将几乎达至收支平衡的状态。

对Icon岸外这样的岸外支援船(OSV)业者而言,更重要的是能够提升支援船的使用率,确保拥有稳定的现金流,应付利息、金融费用和营运开销。

我们维持“卖出”的投资评级,和25仙的目标价格不变。



分析:马银行投行

【南洋网财经】
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 楼主| 发表于 31-10-2015 06:08 PM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
LETTER OF AWARD FROM EXXONMOBIL EXPLORATION & PRODUCTION MALAYSIA INC. TO ICON OFFSHORE GROUP SDN BHD, A WHOLLY-OWNED SUBSIDIARY OF ICON OFFSHORE BERHAD, FOR THE PROVISION OF TWO (2) ANCHOR HANDLING TUG/SUPPLY VESSELS
We refer to our announcement dated 23 October 2015 (Reference No.: GA1-23102015-00015 (“Announcement”).

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

Further to our Announcement, we wish to clarify that:-
  • the letter of award from EMEPMI for the provision of two (2) Anchor Handling Tug / Supply vessels was dated 7 September 2015 and it was duly accepted by IOGSB on 7 September 2015; and
  • in regards to Paragraph 3 of the Announcement,  the Short Term Contract, valued at approximately RM7.7 million, is expected to contribute positively to the earnings and net assets of the Group for the financial year ending 31 December 2015 and beyond.

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发表于 2-11-2015 11:26 PM | 显示全部楼层
休假助反貪會調查 ICON總執行長營運長辭職

 (吉隆坡2日訊)ICON岸外(ICON,5255,主要板貿服)指出,目前休假協助大馬反貪委員會進行調查的總執行長嘉瑪尤斯夫及總營運長拉曼尤斯夫,已決定雙雙辭職;公司已委任阿米爾韓沙擔任總執行長,明年3月1日生效。

 ICON岸外發佈文告指出,將委任現年48歲的阿米爾進入董事局;后者也是馬國際船務(MISC,3816,主要板貿服)前任總裁和馬石油貿易(PETDAG,5681,主要板貿服)前總執行長。

 阿米爾目前擔任馬石油潤滑油國際(Petronas Lubricants International)的總執行長,他也是馬石油副總裁(潤滑油業務),及南非Engen石油的董事之一。

 ICON岸外指出,嘉瑪尤斯夫和拉曼尤斯夫皆決定不再續約,后者職務將由現任副總執行長哈山阿里接管。
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 楼主| 发表于 3-11-2015 02:19 AM | 显示全部楼层
[tr][/tr]
Date of change
01 Nov 2015
Name
DATO' ABDUL RAHMAN BIN AHMAD
Age
46
Nationality
Malaysia
Type of change
Redesignation
Previous Position
Non Executive Director
New Position
Executive Director
Directorate
Executive
Qualifications
Masters of Arts in Economics from Cambridge University, United Kingdom ("UK").Member of the Institute of Chartered Accountants in England and Wales.
Working experience and occupation
He began his career at Arthur Andersen, London, UK, from 1992  to 1996 as an Assistant Manager and later served as Special Assistant to the Executive Chairman of Trenergy (M) Berhad from 1996 to 1999. He subsequently joined Pengurusan Danaharta Nasional Berhad from 1999 to 2000 as Unit Head and later went on to become Executive Director of SSR Associates Sdn. Bhd., a boutique corporate advisory firm, from 2000 to 2001.Subsequently, he held the position of Chief Executive Officer ("CEO") of Malaysian Resources Corporation Berhad from 2001 to 2003, a Malaysian conglomerate involved in property, construction and infrastructure. From 2003 to 2009, he was the Group Managing Director and CEO of Media Prima Berhad, an integrated media investment group in Malaysia prior to joining Ekuiti Nasional Berhad ("Ekuinas") in 2009 as Executive Director and CEO where he leads its Management Committee and is a member of its Investment Committee.
Family relationship with any director and/or major shareholder of the listed issuer
He is the Executive Director and CEO of Ekuinas, single largest shareholder in Icon Offshore Berhad ("Company").


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 楼主| 发表于 3-11-2015 02:28 AM | 显示全部楼层
本帖最后由 icy97 于 3-11-2015 04:02 AM 编辑

休假助反貪會調查 ICON總執行長營運長辭職

財經企業2 Nov 2015 21:52
(吉隆坡2日訊)ICON岸外(ICON,5255,主要板貿服)指出,目前休假協助大馬反貪委員會進行調查的總執行長嘉瑪尤斯夫及總營運長拉曼尤斯夫,已決定雙雙辭職;公司已委任阿米爾韓沙擔任總執行長,明年3月1日生效。

ICON岸外發佈文告指出,將委任現年48歲的阿米爾進入董事局;后者也是馬國際船務(MISC,3816,主要板貿服)前任總裁和馬石油貿易(PETDAG,5681,主要板貿服)前總執行長。

阿米爾目前擔任馬石油潤滑油國際(Petronas Lubricants International)的總執行長,他也是馬石油副總裁(潤滑油業務),及南非Engen石油的董事之一。

ICON岸外指出,嘉瑪尤斯夫和拉曼尤斯夫皆決定不再續約,后者職務將由現任副總執行長哈山阿里接管。【中国报财经】

Date of change
15 Nov 2015
Name
DR JAMAL BIN YUSOF @ GORDON DUCLOS
Age
49
Nationality
Malaysia
Type of change
Cessation Of Office
Designation
Chief Executive Officer
Reason
Expiring of his appointment and to pursue his business.
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 1990.President 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 Offshore Support Vessels ("OSV") services. In 2006, he ventured further into the oil and gas industry by founding Omni Power Sdn Bhd ("Omni") 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 3-11-2015 02:30 AM | 显示全部楼层
Date of change
01 Mar 2016
Name
ENCIK AMIR HAMZAH BIN AZIZAN
Age
48
Nationality
Malaysia
Designation
Managing Director
Directorate
Executive
Type of change
Appointment
Qualifications
BSc Finance and Economic, Syracuse University.Corporate Finance Programme, London Business School.Executive Programme, Stamford University.
Working experience and occupation
En Amir Hamzah bin Azizan ("En. Amir")  is currently the  Chief Executive Officer ("CEO") of Petronas Lubricants International ("PLI") and Vice President, Lubricants Business at Petroliam Nasional Berhad ("PETRONAS").  He also sits on the board of South Africa's Engen Petroleum. En. Amir has 26 years of proven industry  and international experience and extensive knowledge of the oil and gas industry, and marine logistics sector. He has in-depth experience of leading stock market listed companies, with a strong track record of creating shareholder value through integrating operations and accelerating earnings growth by expanding into new markets and increasing market share.From 2011 to 2013, En. Amir served as the CEO of Petronas Dagangan Berhad ("PDB"), the principal marketing arm of PETRONAS and Malaysia's leading retailer and marketer of downstream oil and gas products.  During his time at PDB, the company's market capitalisation rose from RM16.4 billion to RM31.2 billion. Prior to that, as the General Manager of Corporate Planning at PETRONAS' subsidiary,  Malaysia International Shipping Corporation Berhad ("MISC"), En. Amir played an instrumental role in the acquisition of American Eagle Tanker Ltd, rebranded as AET Tanker Holdings Sdn. Bhd.  and integrated it into MISC to exponentially grow the company. He later went on to become CEO of MISC, during which time he led the strategic review and turnaround of the container business.

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 楼主| 发表于 3-11-2015 08:44 PM | 显示全部楼层
本帖最后由 icy97 于 4-11-2015 06:40 PM 编辑

Icon岸外副CEO接任营运总监

财经新闻 财经  2015-11-04 08:55
(吉隆坡3日讯)Icon岸外(ICON,5255,主板贸服股)今日发文告指,营运总监拉曼尤斯夫将于本月15日任期届满后离职,由现任副总执行长哈山接任。

根据文告,哈山的任期将从本月19日起生效,他在海事运输拥有逾38年的丰富经验。

昨日,该公司宣布总执行长贾马尔尤斯夫将于本月15日正式卸下所有职务。

Icon岸外将委任阿米尔韩占为董事经理,从明年3月1日生效。

今年4月,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。

当时,Icon岸外发出文告表示,公司并不晓得相关调查详情或两人情况,只知道两人是协助反贪会调查。

随后两人申请最长6个月长假,以专注协助反贪会调查。而在两人缺席的期间,哈山接手领导者一职。【南洋网财经】

Date of change
19 Nov 2015
Name
CAPTAIN HASSAN BIN ALI
Age
58
Nationality
Malaysia
Type of change
Appointment
Designation
Chief Operating Officer
Qualifications
Master of Foreign Going Certificate of Compentency (Class 1) from the Malaysian Marine Department.Master of Science (Msc.) degree in Transport from University of Wales, Cardiff, United Kingdom.
Working experience and occupation
He began his career as a deck officer with Malaysia International Shipping Corporation Berhad (now known as MISC Berhad ("MISC")) in 1975 and left in 1985 as Chief Officer. He then joined the Malaysian Maritime Academy as Nautical Lecturer where he was responsible for the training of seafarers in 1988.In 1990, he joined Petronas Carigali Sdn. Bhd. ("PCSB") as Cargo Supervisors. In 1991, he returned to Malaysian Maritime Academy as Senior Nautical Lecturer and also held the position of Department Head before leaving in 1995. He then held the position of Operation Manager at Petrokapal Sdn. Bhd. from 1995 to 1996 before leaving to join Orient Overseas Container Line (Malaysia) Sdn. Bhd. as a National Operation Manager in 1996.In 1997, he was appointed as the Marine Manager of Regship Services Sdn. Bhd. until 1999. He was the Executive Director of Gugusan Maritime Sdn. Bhd. from 1999 to 2004 where his responsibilities included overseeing the dry bulk and edible cargo chartering operations. He joined Tanjung Offshore Services Sdn. Bhd. as a Marine Superintendent in 2004 and was subsequently appointed as an Executive Director and Chief Executive  Officer of Tanjung Kapal Services Sdn. Bhd ("TKS") (now known as Icon Ship Management Sdn. Bhd.) in 2005 and 2006 respectively.Following completion of strategic consolidation in 2012, between Omni Petromaritime Sdn. Bhd. and TKS following which  he assumed the position of Chief Corporate Officer and Deputy Chief Executive Officer of Icon Offshore Berhad.He has over 38 years of experience in the marine transportation industry.
Directorship of public companies (if any)
Nil.
Family relationship with any director and/or major shareholder of the listed issuer
Nil.
Any conflict of interests that he/she has with the listed issuer
Nil.
Details of any interest in the securities of the listed issuer or its subsidiaries
2,770,300

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 楼主| 发表于 3-11-2015 08:47 PM | 显示全部楼层
Date of change
15 Nov 2015
Name
ENCIK RAHMAN BIN YUSOF
Age
54
Nationality
Malaysia
Type of change
Cessation Of Office
Designation
Chief Operating Officer
Reason
Expiring of his appointment and pursuing his business
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
Membership with the Institute Engineers.Incorporated Engineer with the Engineering Counsel.Certificate of Competency (First Class Marine Engineer) (Motorship) and Certificate of Competency (First Class Marine Engineer) (Combined Motorship and Steamship), both from the Malaysian Marine Department Government.Member of Bureau Veritas South East Asians Technical Committee.Member of the Technical Advisory Committee for the marine industry with Ships Classification Malaysia.
Working experience and occupation
A marine engineer by profession, he began his career as an Engineer Cadet with Malaysia International Shipping Corporation Berhad (now known as MISC Berhad  ("MISC")) in 1981 before being promoted to Chief Engineering Officer in 1987. He then joined Sabah Shipyard Sdn. Bhd. in 1989 for a period of two years as a Marine Installation Engineer  and Project Manager. He subsequently joined Petronas Tankers Sdn. Bhd. as an Operations Superintendent from 1991 to 1998. He returned to MISC in 1999 as a Docking Superintendent  where he was responsible for ship repairs on chemical tankers, product tankers, containing ships, bulk carriers for liquefied petroleum gas and liquefied natural gas ("LNG")  until 2006.During his tenure with MISC, he was reassigned to Yokohama, Japan to head the site team in carrying out life extensions works on LNG vessels in 2002. He was subsequently promoted to Senior Manager in Korea in 2006, where he headed all korean projects carried out by MISC. He was the Chief Operating Officer of Omni Power Sdn. Bhd. ("Omni")  in 2006 and   subsequently the Chief Operations Officer of the OMNI group of companies up to the completion of the strategic consolidation in 2012, following which he was appointed as the Chief Operations Officer of Icon Offshore Berhad.He has over 32 years of experience in the marine transportation and ship building industry.
Family relationship with any director and/or major shareholder of the listed issuer
Nil.
Any conflict of interests that he/she has with the listed issuer
Nil.
Details of any interest in the securities of the listed issuer or its subsidiaries
12,166,204

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 楼主| 发表于 25-11-2015 12:47 AM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2015
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Sep 2015
30 Sep 2014
30 Sep 2015
30 Sep 2014
$$'000
$$'000
$$'000
$$'000
1Revenue
69,057
79,749
201,224
241,787
2Profit/(loss) before tax
5,926
19,055
13,277
47,165
3Profit/(loss) for the period
5,529
18,946
12,806
46,425
4Profit/(loss) attributable to ordinary equity holders of the parent
5,529
18,946
12,806
46,425
5Basic earnings/(loss) per share (Subunit)
0.50
3.30
1.10
11.10
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 ($$)
0.9317
0.9180

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 楼主| 发表于 25-11-2015 02:41 AM | 显示全部楼层
本帖最后由 icy97 于 25-11-2015 04:43 PM 编辑

Icon岸外获5100万合约

财经新闻 财经  2015-11-25 12:16
(吉隆坡24日讯)Icon岸外(ICON,5255,主板贸服股)宣布,从Borneo Sea offshore获颁合约,以供应一艘深水平台供应船,总值5100万令吉。

根据文告,该供应船是供应给KEBABANGAN石油营运公司(简称KPOC),合约已在上周四(12日)生效,为期2年,另有延长1年的选择权。

若包含延长期,合约总值预计达5100万令吉,料能贡献2015财年及未来的净利和净资产。

Icon岸外表示,上述合约的风险主要是营运风险,如意外及无预警的故障。

因此,为了减轻风险,该公司将展开日常干坞检查、漂浮维修和定期保养。

基于公司拥有严谨的健康、安全和环境政策及程序,相信风险和影响会在可控制范围内。【南洋网财经】

Type
Announcement
Subject
OTHERS
Description
LETTER OF AWARD FROM BORNEO SEAOFFSHORE SDN. BHD. TO ICON OFFSHORE GROUP SDN. BHD. (IOGSB), A WHOLLY-OWNED SUBSIDIARY OF ICON OFFSHORE BERHAD, FOR THE PROVISION OF ONE (1) DEEPWATER PLATFORM SUPPLY VESSEL  FOR KEBABANGAN PETROLEUM OPERATING COMPANY SDN. BHD. (KPOC)
1. INTRODUCTION
The Board of Directors (“Board”) of Icon Offshore Berhad (“ICON” or the “Company”) is pleased to announce that IOGSB, has received a letter of award from Borneo Seaoffshore Sdn. Bhd. for the provision of one (1) deepwater platform supply vessel, for KPOC (“Letter of Award”) and has on 24 November 2015 duly obtained consent from KPOC for the release of this announcement.   

2. DETAILS OF THE LETTER OF AWARD
The contract has commenced on 12 November 2015 and shall continue for a period of two (2) years with an extension option of one (1) year (“Long Term Contract”).

3. FINANCIAL EFFECTS ON ICON
The Long Term Contract, valued at approximately RM51 million inclusive extension period, is expected to contribute positively to the earnings and net assets of ICON group for the financial year ending 31 December 2015 and beyond. Notwithstanding this, the Long Term Contract is not expected to have any material effects on the share capital and shareholding structure of ICON.

4. RISKS ASSOCIATED WITH THE LONG TERM CONTRACT
The risks associated with the Long Term Contract 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, 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 Contract.

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

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 楼主| 发表于 7-12-2015 08:00 PM | 显示全部楼层
本帖最后由 icy97 于 10-12-2015 06:00 PM 编辑

新高層或啟動併購‧標誌岸外明年盈利看漲

2015-12-07 17:13      
(吉隆坡7日訊)標誌岸外(ICON,5255,主板貿服組)明年盈利有望大幅提昇,加上新領導層助提昇市場信心和可能啟動併購,分析員看好該公司潛在發展。

潛在發展受看好

馬銀行研究表示,國油貿易(PETDAG,5681,主板貿服組)前首席執行員阿米爾韓查擔將會在2016年3月出任標誌岸外董事經理後,可能會因此進行併購(M&A),特別是目前國油正呼吁業者進行整合,而標誌岸外大股東國家股份公司(Equinas)將會是主要的協調者。

阿米爾韓查曾是國際船務(MISC,3816,主板貿服組)的首席執行員,當時就促成AET油輪收購案。

除了委任阿米爾韓查為董事經理以外,標誌岸外也委任了哈三阿里為首席營運員,馬銀行研究認為,對企業形象受損的標誌岸外而言,高層的人事變動對可改善其形象和提昇市場信心。

雖然潛在併購是標誌岸外的最大亮點,但若排除此因素,標誌岸外仍具吸引力。

馬銀行研究表示,標誌岸外比同儕更快地適應低油價環境,同儕都在虧損,但標誌岸外成功通過裁員、燃油消費優化及成本控制令公司保持盈利。

在第三季,標誌岸外成功將每船營運成本降低5%至每月4千萬令吉,同時提昇岸外支援船(OSV)使用率至61%。

此外,標誌岸外的競標成功率也從第二季度33%提昇至45%,在同儕需要面對合約提前解約的情況下,該公司仍在第三季及第四季分別贏得2個及3個合約。

為控制財務表現,標誌岸外延緩4艘岸外服務船的交貨時間,也取消收購一艘岸外服務船。

預計在剩下的一季裡,標誌岸外的資本開銷為400萬令吉,2016及2017年分別為7千萬令吉及1億2千萬令吉。

雖然如此,馬銀行研究預計標誌岸外會在第四季計入資產減值撥備,表現將略為遜色,但在新的岸外支援船推動下,標誌岸外的盈利可在2016年成長111%至3千萬令吉,2017年成長34%至4千萬令吉。

馬銀行研究上調標誌岸外評級,從“持有”至“買入”,也上修目標價,從37仙至42仙。(星洲日報/財經‧報導:陳林德)


Icon 岸外 岸外支援船明年趋稳
财经 股市 行家论股  2015-12-10 12:29
http://www.nanyang.com/node/738330?tid=462
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发表于 11-12-2015 05:27 PM | 显示全部楼层
本帖最后由 icy97 于 11-12-2015 10:34 PM 编辑

Icon Offshore包揽2200万令吉长期合约
By Gho Chee Yuan  / theedgemarkets.com   | December 11, 2015 : 4:57 PM MYT   
http://www.theedgemarkets.com/my/article/icon-offshore包揽2200万令吉长期合约

(吉隆坡11日讯)Icon Offshore Bhd ( Valuation: N/A, Fundamental: N/A) 包揽一项价值2200万令吉的长期合约,为一家油气公司提供一艘多功能拖船(utility tug vessel),以支援后者的产能运作与油井服务活动。

Icon Offshore今日向大马交易所报备指出,子公司Icon Offshore Group私人有限公司(IOGSB)已接获由该油气公司颁发的得标书,惟却没披露该油气公司的身份。

根据这项合约,IOGSB将为该油气公司提供服务长达3年,由今年10月21日起。IOGSB也提供续约1年,以及另加1年的选择。

Icon Offshore表示,此长期合约的价值近2200万令吉,不包括续约部分的价值。

“此合约料将为Icon Offshore截至今年12月杪的财年或往后财年的盈利和净资产,带来进账。”

截至下午4时51分,Icon Offshore起1仙或2.89%,报35.5仙,成交量达323万5100股。

Type
Announcement
Subject
OTHERS
Description
LETTER 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 ONE (1) UTILITY TUG VESSEL.UNIT OF UTILITY TUG VESSEL
1.     INTRODUCTION
The Board of Directors (“Board”) of Icon Offshore Berhad (“ICON” or the “Company”) is pleased to announce that IOGSB, has received a letter of award from an oil major for the provision of one (1) unit of utility tug vessel (“Letter of Award”) to support the said oil major’s production operations and well services activities (“Services”).

2.   DETAILS OF THE SERVICES
IOGSB shall provide the Services for a period of three (3) years, commencing from 21st October 2015 with an extension option of one (1) year and an additional one (1) year (“Long Term Contract”).

3.   FINANCIAL EFFECTS ON ICON
The Long Term Contract, valued at approximately RM22 million exclusive of extension period, is expected to contribute positively to the earnings and net assets of ICON group for the financial year ending 31 December 2015 and beyond. Notwithstanding this, the Long Term Contract is not expected to have any material effects on the share capital and shareholding structure of ICON.

4.   RISKS ASSOCIATED WITH THE LONG TERM CONTRACT
The risks associated with the Long Term Contract 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 Contract.

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

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 楼主| 发表于 14-12-2015 08:35 PM | 显示全部楼层
本帖最后由 icy97 于 15-12-2015 03:49 PM 编辑

贏2200萬拖船租約‧標誌岸外價值浮現

2015-12-14 17:07      
(吉隆坡14日訊)標誌岸外(ICON,5255,主板貿服組)贏得一項價值2千200萬令吉的拖船租約,為期3年,並可再延長最多2年。

該公司透過文告說,上述合約是從一家主要油氣公司手中贏得,內容是支援該客戶的產油活動和油井服務活動,新訂單預計在執行期間為集團作出正面貢獻。

分析
馬銀行研究表示,標誌岸外開年至今已經攫取了7項拖船合約,此合約的租金和期限比預期佳,每日租金為2萬令吉,而早前預測的租金為1萬8千令吉,因此馬銀行調高該公司2016及2017年的賺幅1%。

該行指出,標誌岸外近期委任了新的董事經理及首席營運員,並放眼改進油氣船只的使用率,截至2015年首9個月的使用率為61%。國家石油較傾向把合約頒發給本地油氣公司,而標誌岸外是大馬岸外支援船協會(MOSVA)會員,該消息有利於標誌岸外。

馬銀行研究認為,標誌岸外的價值正浮現,其股價相等於賬面值0.4倍和企業替代價值(EV/replacement)為0.9倍,因此給予該公司“買進”評級,目標價維持42仙不變。(星洲日報/財經)


Icon 岸外 市况低迷仍获合约
财经 股市 行家论股  2015-12-15 12:05
http://www.nanyang.com/node/739152?tid=462
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 楼主| 发表于 26-12-2015 08:19 PM | 显示全部楼层
標誌岸外已觸底?

2015-12-26 17:01      
大馬最大岸外支援船供應商標誌岸外(ICON,5255,主板貿服組)自2014年6月上市以來運勢坎坷。

一些人可能怪罪,上市時機不對,因為該股在上市後,於短期內從上市時的1令吉85仙走跌80.5%至上週二的36仙。

長期觀察該股者可能覺得股價已觸底,主要是截至2015年9月30日止,第三季營運及淨利按季表現改善,船艦使用率從前期的58%增至61%,競標成功率從33%改善至45%。

油氣業老將阿米爾韓查
3月上任董事經理

最重要的是,該公司將擁有全新管理層,油氣業老將阿米爾韓查將從明年3月1日起擔任董事經理,馬銀行研究看好,他的就職將提昇投資者信心。

國家股份公司(Ekuinas)為該公司大股東,通過Hallmark Odyssey有限公司及Sempena Fokus有限公司持有48.5%股權。

上市後,該公司不只受油價大跌強烈打擊,兩位高管更被大馬反貪會列入調查名單,至今原因未明且已辭職,同時也面對偽造一些船艦證書的傳聞,但該公司已否認這些指控。

不過,其前景依然亮麗。馬銀行研究認為,該公司在成本管理方面超越同儕,國油優先選擇大馬船艦業者地位也對標誌岸外有幫助。

該公司已在第三季獲取2項合約,當其他同儕被提早終止合約時,第四季料有望獲取另外3份合約。(星洲日報/財經)
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