【ALAM 5115 交流专区】环境海事资源

icy97

世界海事 雪佛龙合约料赚170 万

财经 股市 行家论股  2015-06-25 10:45

目标价：61仙

最新进展
世界海事（ALAM，5115，主板贸服股）联营公司AlamSwiber岸外，获雪佛龙（Chevron）颁2200万令吉合约。

该公司将负责为雪佛龙位于北赖码头，更换和安装海底管道的工程。

行家建议
假设营运赚幅为15%，预计此合约将在今年，贡献170万令吉的净利予集团。

这也是世界海事今年以来，获得的第三项海底合约，符合我们预期，同时也将海底业务总合约，推高至8100万令吉。

该集团自年初来积极竞标更多海底工程，若一切顺利，预计海底业务将可在现财年，贡献1亿令吉营业额，以及1500万令吉的税前盈利。

海底市场近期展望也逐渐改善，越来越多合约释出，显示该业务接下来将可持续稳健增长。

相较之下，岸外支援船（OSV）今年则备受挑战，油价下行促使船只利用率减少，而且国家石油公司（Petronas）冀削减资本，相信也会与本地OSV业者重新洽谈租船合约。

其中，每日租金率（DCR）高于每制动马力（bhp）2.2美元的合约，料遭遇更大幅的租金削减，减幅可能介于5至10%。



分析：肯纳格投行

【南洋网财经】

icy97

郭令灿退为世界海事小股东

财经新闻 财经  2015-06-26 11:27
（吉隆坡25日讯）我国富豪丹斯里郭令灿上周四（18日）脱售世界海事（ALAM，5115，主板贸服股）的2.1%股权，不再是后者的大股东。

根据文告，郭令灿是通过大马丰隆旗下的AssociatedLand，脱售世界海事的1940万股，相等于2.1%股权，退出大股东行列。

他是在去年6月5日，以手持6000万股，相等于6.5%的持股权，崛起为世界海事的大股东。

闭市时，世界海事收在57仙，全天滑落1.5仙或2.56%，成交量为203万700股。【南洋网财经】

Notice of Person Ceasing (29C)

ALAM MARITIM RESOURCES BERHAD

Particulars of Substantial Securities Holder

Name	ASSOCIATED LAND SENDIRIAN BERHAD
Address	LEVEL 10, WISMA HONG LEONG 18 JALAN PERAK KUALA LUMPUR 50450 Wilayah Persekutuan Malaysia.
NRIC/Passport No/Company No.	7936-H
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	ORDINARY SHARES OF RM0.25 EACH IN ALAM MARITIM RESOURCES BERHAD
Date of cessation	18 Jun 2015
Name & address of registered holder	HLIB Nominees (Tempatan) Sdn BhdLevel 8, Wisma Hong Leong18 Jalan Perak50450 Kuala Lumpur

Currency
No of securities disposed	19,400,000
Price Transacted ($$)
Circumstances by reason of which Securities Holder has interest	Direct Interest
Nature of interest	Direct Interest
Date of notice	24 Jun 2015

icy97

世界海事 展望好转推高业绩

财经 股市 行家论股  2015-07-10 11:05

目标价：72仙

最新进展
在首季经历了核心净利按年跌55%的低迷业绩后，世界海事（ALAM，5115，主板贸服股）的业务展望已经有所改善，虽然营运环境依旧挑战，但新工程也逐渐释出。

早前获得国家石油公司的浮式液化天然气设备船安装合约，以及雪佛龙的油管更换合约，将岸外安装和建筑订单，推高至2亿5000万令吉。

此外，手上海底合约目前达1亿令吉，其中包括Talisman的最后一年工程，及其他小工程。

行家建议
目前，世界海事正在竞标1亿5000万令吉的岸外安装和建筑工程，及7亿令吉海底合约。

这包括国油的浮式液化天然气设备船、长期海底检测与维修合约，以及短期的涂层项目。

公司预计，与Vallianz控股共同拥有的潜水支援船，能够在今年9月交货，这将能支撑Talisman区的营运工作，并在其他竞标案中提高竞争力和优势随着业界展望转优，预计次季的业绩表现将胜于首季，全年4600万令吉的核心净利预估看似合理。

不过，明后两年的盈利展望则充满不确定因素，因手上大部分合约都是属于短期。



分析：艾芬黄氏投行研究

【南洋网财经】

icy97

世界海事获600万合约

财经新闻 财经  2015-07-29 11:28
（吉隆坡28日讯）世界海事（ALAM，5115，主板贸服股）周二公布，子公司Alam Maritim有限公司，获得来自国油勘探（Petronas Carigali）的工程合约，总值600万令吉。

文告中指出，该项是为国油勘探提供浪溅区的结构维修和保养服务，为期2年，从今年6月7日期生效，至2017年的6月7日。

世界海事指出，这项合约将对该公司在2015财年的有形净资产与净利表现，带来利好效应。

世界海事周二收报50.5仙，下跌0.5仙或0.98%，成交量为89万1400股。【南洋网财经】

Type	Announcement
Subject	OTHERS
Description	PROVISION OF SPLASH ZONE STRUCTURAL REPAIR AND MAINTENANCE
INTRODUCTION The Board of Directors of Alam Maritim Resources Berhad ("ALAM” or "the Company") wishes to announce that its wholly-owned subsidiary, Alam Maritim (M) Sdn Bhd, has recently received a Letter of Award from PETRONAS Carigali Sdn Bhd (“the Client”) for the Provision of Splash Zone Structural Repair and Maintenance (“the Contract”). VALUE AND DURATION OF THE CONTRACT The contract is an estimated value of RM 6 million. The Contract is for a period of two (2) years effective from 8 June 2015 until 7 June 2017 with an extension option of one (1) year, from 8 June 2017 to 7 June 2018. RISK FACTORS The risks associated with the Contract are mainly operational risks such as accidents and delays due to human, equipment and logistic factors as well as weather condition. In mitigating such risks, the Company will closely monitor all planned activities as per the project schedule and ALAM adheres to the Quality, Health, Safety and Environment - Integrated Management System in delivering healthy, safe, environmentally friendly, timely, high quality and cost-effective services and products to the Client. FINANCIAL EFFECTS The Contract is expected to contribute positively to the earnings and net tangible assets of ALAM for the financial year ending 31 December 2015 and beyond. Notwithstanding this, the Contract is not expected to have any material effects on the share capital and shareholding structure of ALAM. DIRECTORS' AND MAJOR SHAREHOLDERS' INTERESTS None of the Directors or major shareholders or persons connected to the Directors or major shareholders has any direct or indirect interest in the abovementioned Contract. DIRECTORS' STATEMENT The Board of Directors of ALAM is of the opinion that the acceptance of the abovementioned Contract is in the best interest of the Company. This announcement is dated 28 July 2015.

icy97

世界海事4070万租船

财经新闻 财经  2015-08-05 08:04
（吉隆坡4日讯）世界海事（ALAM，5115，主板贸服股）子公司Workboat国际，出租救生船予安联中东船舶管理，租约达4070万令吉。

根据文告，子公司将租出MV Setia Emas船，期限为3年，另有延长两年的选择权。【南洋网财经】

Type	Announcement
Subject	OTHERS
Description	CONTRACT FOR THE PROVISION OF ONE (1) UNIT SAFETY STANDBY RESCUE VESSEL
INTRODUCTION The Board of Directors of Alam Maritim Resources Berhad ("ALAM” or "the Company") wishes to announce that Workboat International DMCCO, a subsidiary of ALAM held through Alam Maritim (L) Inc, had entered into Charter Party Agreement with Allianz Middle East Ship Management LLC, a company incorporated in United Arab Emirates for the provision of one (1) unit Safety Standby Rescue Vessel (“the Contract”). DETAILS OF THE CONTRACT The Contract is for the vessel charter of MV Setia Emas, ALAM’s vessel for a primary period of three years with an extension option of another two years. FINANCIAL EFFECTS The Contract, valued at approximately RM40.7 million (inclusive of extension period), is expected to contribute positively to the earnings and net tangible assets of ALAM for the financial year ending 31 December 2015 and beyond. Notwithstanding this, the Contract is not expected to have any material effects on the share capital and shareholding structure of ALAM. RISKS ASSOCIATED WITH THE CONTRACT The risks associated with the Contract are mainly operational risks such as accidents and unexpected breakdown of equipment and delays due to human, mechanical and logistic factors as well as weather condition. In mitigating such risks, the Company will closely monitor all planned activities as per the project schedule and ALAM adheres to the Quality, Health, Safety and Environment - Integrated Management System in ensuring to continually deliver reasonable quality services. Further, ALAM has developed a programmed maintenance schedule which stringently adheres to the International Safety Management ("ISM") Standards in maintaining performance and seaworthiness of all vessels in ALAM fleet. DIRECTORS' AND MAJOR SHAREHOLDERS' INTERESTS None of the Directors or major shareholders or persons connected to the Directors or major shareholders has any direct or indirect interest in the abovementioned Contract. DIRECTORS' STATEMENT The Board of Directors of ALAM is of the opinion that the acceptance of the abovementioned Contract is in the best interest of the Company. The announcement is dated 4 August 2015.

icy97

世界海事 新订单消息正面

财经 行家论股  2015-08-06 10:49

目标价：51仙

最新进展
世界海事（ALAM，5115，主板贸服股）子公司Workboat国际，出租救生船予安联中东船舶管理，租约达4070万令吉。

行家建议
在中东取得船只租约是正面消息，符合石油输出国组织（OPEC）无惧低油价并提高石油产量的趋势。

我们估计起锚支援拖船（AHTS）业务将为2016财年贡献800万令吉营业额，假设船只使用率为75%，意味着每日租金率（DCR）将企于每制动马力（bhp）1.7美元，以目前的市况来看已属不错，这也显示公司致力多元化并减少依赖本地AHTS业务的努力。

由于获颁合约，海底业务近期的前景稍微获得改善，集团希望获得更多的海底合约，以增长盈利。

至于岸外支援船（OSV）业务今年备受挑战，油价下行及开采活动减少，船只使用率受压，此外，本地OSV业者也相信逃不过被国油公司压价的命运。

其中，每日租金率高于每制动马力2.2美元的合约，料遭遇更大幅度的压价，减幅可能介于5至10%。

我们把目标价格从61仙下调至51仙，因为采用了较低的0.6倍股价对账目价值比例。



肯纳格投行研究

【南洋网财经】

icy97

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	$$'000	$$'000

1	Revenue	79,567	82,052	153,276	161,206
2	Profit/(loss) before tax	9,715	24,471	19,489	39,642
3	Profit/(loss) for the period	10,118	21,471	18,772	36,681
4	Profit/(loss) attributable to ordinary equity holders of the parent	10,116	21,486	18,708	36,316
5	Basic earnings/(loss) per share (Subunit)	1.30	2.70	4.60	1.90
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 ($$)	0.9200		0.9000

icy97

油氣業放緩衝擊微‧環境海事開發中東市場

2015-09-10 17:02      
（吉隆坡10日訊）環境海事資源（ALAM，5115，主板貿服組）的岸外服務船艇不受油氣業放緩嚴重衝擊，正積極開發中東地區較蓬勃市場，力挽頹勢。

大馬研究分析員最近會晤環境海事資源領導層獲告知，環境海事岸外服務雖服務油氣生產平台，然而其受衝擊相對不大，主要是其客戶免於資本開銷削減。

另外，該公司正積極參與中東市場，此地區油氣活動較蓬勃。目前在中東地區有兩艘船艇，皆為長線合約。

迄今已贏取第三項達4千100萬令吉的合約，即提供多用途駁船（MV Setia Emas）予阿聯酋客戶，期限達3年，可延長2年。

國油探勘未有合約

國油探勘目前仍未有合約，早前則要求出租海事船艇，這在傘狀配套下的合約，環境海事資源在8配套中獲7配套；未來是否頒發合約和合約價值，得看國油探勘決定，分析員未把此合約計算在內。

總而言之，在國油要求下，該公司現有合約面臨出租費費率削減3%至10%。

至於其潛式支援船（DSV）何時交貨和開始提供服務，這等候美元貸款的批准；此船將取代現有船隻，未來可能改善賺益。

該集團預期，在2015年下半年，將獲兩項DSV工程。

預期下半年，岸外安裝及建筑業務（OIC）業績也將後來居上，緊隨執行海事重工（MHB，5186，主板貿服組）和法國德希尼布公司（Technip）的運輸和裝管工程剩餘工程完畢。預期在第三季獲更多OIC工程，營收看漲。

該公司最近也獲國油液化天然氣的雪佛龍（Chevron）北賴終站淺海裝管工程和國油探勘結構維修保養工程。

大馬研究根據2015年本益比9倍，給予“守住”評級，目標價40仙。（星洲日報／財經‧報導：張啟華）

icy97

環海資源 獲馬石油5350萬合約

財經企業21 Oct 2015 23:00
（吉隆坡21日訊）環海資源（ALAM，5115，主要板貿服）獲馬石油（Petronas）頒發總值5350萬令吉合約。

環海資源向馬證交所報備，子公司環海（大馬）私人有限公司獲得馬石油子公司Petronas Floating LNG 1（L）有限公司頒發浮式液化天然氣（FLNG）離岸工程承包合約。

根據報備文件，該工程包括系泊系統（Mooring System）的最終定位、調試傳送管道、管道終端與FLNG工程的立管工作等；合約期限從今年的6月15日起至2016年4月30日。

環海資源稱，是項合約預計將為公司于2015財年末的收益和有形資產淨值帶來正面的貢獻。【中国报财经】

Type	Announcement
Subject	OTHERS
Description	AWARD OF SUBCONTRACT WORKS BY PETRONAS FLOATING LNG 1 (L) LTD -  PACKAGE NO. 2
INTRODUCTION The Board of Directors of Alam Maritim Resources Berhad ("ALAM” or "the Company") wishes to announce that its wholly-owned subsidiary, Alam Maritim (M) Sdn Bhd, has recently received a Letter of Award from Petronas Floating LNG 1 (L) Ltd (“PFLL”), a wholly-owned subsidiary of Petroliam Nasional Berhad for a Subcontract work of PFLL Subcontract No. 4120000023 (“the Subcontract”). DETAILS OF THE SUBCONTRACT Alam Maritim (M) Sdn Bhd has been awarded by PFLL a Subcontract works for the floating liquefied natural gas (FLNG) offshore works of final positioning and mooring system hook-up including flexible riser installation, precommissioning and commissioning of pipeline, pipe-line ends terminal (“PLET”) and riser from KAKG to FLNG (Package No. 2) for PETRONAS Floating LNG-1 Project with the award value of RM53.5 million. The duration for the Subcontract works is effectively from 15 June 2015 until 30 April 2016 (tentatively). FINANCIAL EFFECTS The Subcontract is expected to contribute positively to the earnings and net tangible assets of ALAM for the financial year ending 31 December 2015 and beyond. Notwithstanding this, the Subcontract is not expected to have any material effects on the share capital and shareholding structure of ALAM. RISKS ASSOCIATED WITH THE SUBCONTRACT The risks associated with the contracts are mainly operational risks such as accidents and unexpected breakdown of vessels and delays due to human, mechanical and logistic factors as well as weather condition. In mitigating such risks, the Company will closely monitor all planned activities as per the project schedule and ALAM adheres to the Quality, Health, Safety and Environment - Integrated Management System in ensuring to continually deliver reasonable quality services. Further, ALAM has developed a programmed maintenance schedule which stringently adheres to the International Safety Management (ISM) Standards in maintaining performance and seaworthiness of all vessels in ALAM fleet. DIRECTORS' AND MAJOR SHAREHOLDERS' INTERESTS None of the Directors or major shareholders or persons connected to the Directors or major shareholders has any direct or indirect interest in the abovementioned Subcontract. DIRECTORS' STATEMENT The Board of Directors of ALAM is of the opinion that the acceptance of the abovementioned Contract is in the best interest of the Company. The announcement is dated 21 October 2015.

icy97

世界海事 新合约展望正面

财经 行家论股  2015-10-23 11:26

目标价：39仙

最新进展
世界海事（ALAM，5115，主板贸服股）获国家石油（Petronas）浮式液化天然气设备船（FLNG）的次级承包合约，总值5350万令吉。

公司将负责设备船的岸外工程，包括最终定位、自升式锚泊系统、安装弹性立管、测试管道和终站的工作。

这项合约已从6月15日生效，直到明年4月30日。

行家建议
这项合约对世界海事相当正面，因为持续获得深海合约，有助提高公司形象。

不过，随着深海业务税前盈利赚幅，已从去年的16.5%，萎缩至上半年的4.4%，相信这项合约的赚幅也会维持在低水平。

截至目前，公司已赢得5项总值1.305亿令吉的深海合约，符合我们预期。

假设这些合约能够如期展开，预计下半年深海业务的盈利可获得改善。

岸外支援船（OSV）业务方面，相信今年会持续面临挑战，而世界海事即将公布的第3季业绩，将会反映出该业务受到的影响。

我们把世界海事的评级，调低至“低于大市”，主要是股价已从8月杪的低点回弹，风险回酬不再亮眼。



肯纳格投行研究

【南洋网财经】

icy97

有望獲更多FLNG合約‧環境海事評級目標價上調

2015-11-04 16:37      
（吉隆坡4日訊）國家石油公司所擁有的全球首艘浮動液化天然氣船（FLNG）即將於明年初投入運作，分析員預期環境海事資源（ALAM，5115，主板貿服組）有望攫取更多和該船只相關的海事服務合約，因此上調其目標價與評級。

興業研究指出，目前環境海事資源已取得該艘FLNG的兩項總值1億零200萬令吉的海事服務合約配套，有關油船預期在2016年首季開始投入營運，由於啟動日期日益逼近，相信該公司有望取得更多配套合約。

“上述首項服務合約配套，為該設施的下錨停泊系統裝置進行工程、採購、裝置及相關活動服務。而第二項合約配套則是為最終定位岸外工程及停泊系統的連接工程。”

興業研究表示，一旦國油的FLNG投入營運，需要進一步的工程活動，這使環境海事資源有望取得進一步的合約，尤其是它已經負責大多數初步安置的工作。

該行將其2016年及2017年淨利預測上調31%及32%，分別達5千610萬令吉及5千560萬令吉，主要是反映海底業務領域將取得更高的訂單合約。

配合上述最新發展，該行將環境海事資源的評級上調至“短線買進”，比較之前為“中和”評級，目標價也從36仙上調至56仙，或等於2016年財政年預測本益比9倍水平。（星洲日報／財經‧報導：李文龍）

icy97

MARC： 岸外支援船挑战艰巨 世界海事回债评级下修

财经新闻 财经  2015-11-17 12:16
（吉隆坡16日讯）大马评级公司（MARC）将世界海事（ALAM，5115，主板贸服股）总值5亿令吉的Ijarah中期回债票据评级，从“A+”调低至“A”，不过，展望则从“负面”上修至“稳定”。

大马评级公司将评级调低，主要是岸外支援船（OSV）的营运环境，面对艰巨的挑战，加剧业务风险。

再者，该公司的订单和船只租金走跌，打击业绩表现。截至今年6月底，该公司的订单企于7亿4550万令吉，下跌18.6%。

同时，现有合约的船只租金也受压，因重新协商将租金削减3%至10%，新合约的削减幅度，甚至多达20%。

债务水平良好

尽管如此，大马评级公司仍认为该公司在岸外支援船的立足点和营运记录，加上旗下的44艘船只，足以支撑公司在油气领域严峻的挑战下，能度过难关。

另外，该公司目前的评级和稳定的展望，也考量到公司将债务从去年的3亿1550万令，在今年6月减至2亿443万令吉，带动负债表处于良好的水平。

世界海事的船只，截至去年底在国内的岸外支援船占逾10%，引领该公司为国内岸外支援船市场的主要业者，其中岸外致远业务占公司首半年订单的72%。

该公司目前通过收购潜水支援船（DSV），拓展海底和岸外安装和建筑业务，而新的潜水支援船有助降低总成本和提高赚幅。

大马评级公司将展望转向“稳定”，因估计世界还是将维持目前的财务状况，以及订单未有从目前的水平显著的下跌。

同时认为该公司的服务，将持续由油气领域现有的生产活动支撑。【南洋网财经】

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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

1	Revenue	99,999	127,864	253,275	289,069
2	Profit/(loss) before tax	22,827	20,386	42,314	60,026
3	Profit/(loss) for the period	19,761	19,404	38,531	56,083
4	Profit/(loss) attributable to ordinary equity holders of the parent	19,097	18,988	37,806	55,303
5	Basic earnings/(loss) per share (Subunit)	2.40	2.40	4.70	1.90
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 ($$)	0.9400		0.9000

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環海資源獲2600萬合約
  
2015年12月01日
（吉隆坡1日訊）環海資源（ALAM，5115，主要板貿服）接獲馬石油勘探私人有限公司，發出價值2600萬令吉的工程、採購、施工、安裝和啟用（EPCIC）合約。

該公司向馬證交所報備，上述工程主要是為TCOT污水排放管擴建10乘1公里管道工程，進行工程、採購、施工、安裝和啟用事務。

同時，這項合約有效日期是10月8日，實際執行日期料落在明年3月，估計可在2016年底完成。

上述合約料正面貢獻環海資源未來盈利和每股淨資產表現。【中国报财经】

Type	Announcement
Subject	OTHERS
Description	CONTRACT FOR THE PROVISION OF ENGINEERING, PROCUREMENT, CONSTRUCTION, INSTALLATION AND COMMISSIONING (EPCIC) OF 10" X 1KM PIPELINE TCOT EFFLUENT DISCHARGE LINE EXTENSION PROJECT FOR PETRONAS CARIGALI SDN BHD
INTRODUCTION The Board of Directors of Alam Maritim Resources Berhad ("ALAM”) wishes to announce that its wholly-owned subsidiary, Alam Maritim (M) Sdn Bhd (“CONTRACTOR”), has recently received a Letter of Award from PETRONAS Carigali Sdn Bhd (“COMPANY”) for the Provision of Engineering, Procurement, Construction, Installation and Commissioning (EPCIC) of 10” X 1km Pipeline for TCOT Effluent Discharge Line Extension Project (“CONTRACT”). VALUE AND DURATION OF THE CONTRACT The CONTRACT value is approximately RM26 million. The effective date of the CONTRACT is 8 October 2015. Physical execution is expected in the month of March 2016. The work is expected to be completed by end of June 2016. RISK FACTORS The risks associated with the CONTRACT are mainly contributed from exposure to operational faults, mechanical failures and inclement weather. In mitigating operational mishaps, CONTRACTOR will engage only competent resources for the work. CONTRACTOR will also adhere closely to ALAM’s Quality, Health, Safety and Environment Policy and Integrated Management System and PETRONAS’ HSEMS and Zero Tolerance Rules. To prevent mechanical failures, CONTRACTOR is implementing programmed maintenance schedule stringently adheres to the International Safety Management (ISM) Standards in maintaining performance and seaworthiness of all vessels in ALAM fleet and all other machinery in the CONTRACT In avoiding downtime due to weather, CONTRACTOR shall plan the work timely within fair weather. FINANCIAL EFFECTS The CONTRACT is expected to contribute positively to the earnings and net tangible assets of ALAM for the financial year ending 31 December 2015 and beyond. Notwithstanding this, the CONTRACT is not expected to have any material effects on the share capital and shareholding structure of ALAM. DIRECTORS' AND MAJOR SHAREHOLDERS' INTERESTS None of the Directors or major shareholders or persons connected to the Directors or major shareholders has any direct or indirect interest in the abovementioned CONTRACT. DIRECTORS' STATEMENT The Board of Directors of ALAM is of the opinion that the acceptance of the abovementioned CONTRACT is in the best interest of the Company. This announcement is dated 1 December 2015.

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新合约助力不大 世界海事赚幅仍看淡

财经新闻 财经  2015-12-03 11:46
（吉隆坡2日讯）分析员正面看待世界海事（ALAM，5115，主板贸服股）获国油勘探颁发总值2600万令吉的合约，不过，估计税前赚幅料处于低端。

根据文告，合约是由独资子公司世界海事（大马）私人有限公司所获得，将为TCOT污水排放扩建计划的管道，提供工程设计、采购、施工、安装及调试（EPCIC）。

合约为期4个月，项目估计会在明年6月竣工。

肯纳格研究分析员认为，这对世界海事诚属正面，因旗下水下业务持续获得合约。

“这能让公司巩固成为一个水下服务提供商的身分，同时，还能改善船舰使用率。”

使用率低拖累赚幅

迄今，世界海事已获6个水下服务合约，总值1亿5650万令吉，符合分析员预期。

不过，由于水下业务首9个月的税前盈利赚幅，已从11.7%显著萎缩至7.2%，分析员相信，该合约的赚幅也将处于低端。

尽管世界海事成功赢得数个水下服务合约，但整体领域的赚幅，仍被低迷的使用率所拖累。

据分析员了解，公司旗下的铺管驳船每月包含折旧，需耗上200万令吉，加上动员成本和低使用率，虽然项目可以赚钱，但预计仍会冲击整体赚幅。

而明年的岸外支援船（OSV）业务，则将充满挑战，归咎于原油价格疲弱。

分析员维持该股“低于大市”的投资评级，和32仙的目标价。【南洋网财经】

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SUMMARY OF KEY FINANCIAL INFORMATION 31 Dec 2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Dec 2015	31 Dec 2014	31 Dec 2015	31 Dec 2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	96,947	107,659	350,222	391,584
2	Profit/(loss) before tax	-62,131	7,127	12,610	46,486
3	Profit/(loss) for the period	6,612	4,564	45,144	60,729
4	Profit/(loss) attributable to ordinary equity holders of the parent	7,003	5,257	44,809	60,702
5	Basic earnings/(loss) per share (Subunit)	0.80	0.70	4.80	7.00
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 ($$)	0.9500		0.9000

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業績遜色‧估值過高‧環境海事前景黯淡

2016-03-01 17:17      
（吉隆坡1日訊）環境海事資源（ALAM，5115，主板貿服組）業績慘不忍睹，分析員大砍財測，並認為該股估值高於同儕，前景黯淡。

排除遞延稅退款7千200萬令吉，該公司第四季轉虧2千200萬令吉，2015財政年核心虧損擴大至500萬令吉，遜於預期，主要是岸外支援船（OSV）使用率疲弱，聯號公司也蒙受虧損。

艾芬黃氏研究說，業績疲弱促使該行大幅調低2016至2017財政年盈虧預測，由當初的獲利，分別轉為虧損1千620萬令吉和1千840萬令吉，2018財政年也可能陷入2千零50萬令吉赤字。

大馬研究在調整賺幅預測後，也將2016至2017財政年核心淨利預測分別下修14至26%，各報3千220萬令吉和4千630萬令吉。

馬銀行研究則暫時保持盈利預測，估計2016和2017財政年核心淨利各為1千900萬令吉和2千600萬令吉。

該行指出，岸外支援船市場展望不明朗，該公司的資金、現金流量和成本依然是重點，2016年表現將取決於岸外支援船的每日出租率（DCR）。



（星洲日報／財經‧報導：王寶欽）

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環海資源 獲5420萬合約
  
2016年3月14日
（吉隆坡14日訊）環海資源（ALAM，5115，主要板貿服）子公司，獲馬石油勘探（Petronas Carigali）頒發價值5420萬令吉的2年合約。

該公司向馬證交所報備，子公司將提供工作船給馬石油勘探，從今年2月19日至2018年2月18日，並可獲馬石油續約1年，從2018年2月19日至2019年2月18日。

環海資源指出，上述合約料積極貢獻公司截至12月底財年及之后財年的盈利和淨資產值。【中国报财经】

Type	Announcement
Subject	OTHERS
Description	PROVISION OF WORKBOAT FOR PETRONAS CARIGALI SDN BHD
1.         INTRODUCTION The Board of Directors of Alam Maritim Resources Berhad ("ALAM” or "the Company") wishes to announce that its wholly-owned subsidiary, Alam Maritim (M) Sdn Bhd, has recently received a Letter of Award from PETRONAS Carigali Sdn Bhd (“PETRONAS”) for the Provision of Workboat for PETRONAS Carigali Sdn Bhd (“the Contract”). 2.         VALUE AND DURATION OF THE CONTRACT The Contract value is approximately RM54.2 million. The Contract is for a period of two (2) years effective from 19 February 2016 until 18 February 2018 with an extension option of one (1) year on the part of PETRONAS, from 19 February 2018 to 18 February 2019. 3.         FINANCIAL EFFECTS The Contract is expected to contribute positively to the earnings and net tangible assets of ALAM for the financial year ending 31 December 2016 and beyond. Notwithstanding this, the Contract is not expected to have any material effects on the share capital and shareholding structure of ALAM. 4.         RISKS ASSOCIATED WITH THE CONTRACT The risks associated with the contracts are mainly operational risks such as accidents and unexpected breakdown of vessels and delays due to human, mechanical and logistic factors as well as weather condition. In mitigating such risks, the Company will closely monitor all planned activities as per the project schedule and ALAM adheres to the Quality, Health, Safety and Environment - Integrated Management System in ensuring to continually deliver reasonable quality services. Furthermore, ALAM has developed a programmed maintenance schedule which stringently adheres to the International Safety Management (ISM) Standards in maintaining performance and seaworthiness of all vessels in ALAM fleet. 5.         DIRECTORS' AND MAJOR SHAREHOLDERS' INTERESTS None of the Directors or major shareholders or persons connected to the Directors or major shareholders has any direct or indirect interest in the abovementioned Contract. 6.         DIRECTORS' STATEMENT The Board of Directors of ALAM is of the opinion that the acceptance of the abovementioned Contract is in the best interest of the Company. The announcement is dated 14 March 2016.

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世界海事 租金合约齐跌

财经 股市 行家论股  2016-03-16 13:11

目标价：29仙

最新进展
世界海事（ALAM，5115，主板贸服股）独资子公司Alam Maritim（马）私人有限公司获颁5420万令吉合约，负责提供工程船只给国油探勘。

该合约已在上月19日起生效，为期2年，另有一年延长选择权。

世界海事预计，该合约将从现财年开始，为盈利和净有形资产带来贡献。

行家建议
这是世界海事今年的第一项合约，对公司是正面消息。

根据计算，该船只的每日租船费率为4万9500令吉，比之前的7万令吉，下跌了30%；不过，这水平可反映目前的低迷市况。

假设净赚幅为8%，这可为该集团每年带来70万令吉的净利，我们维持该集团的净利预测不变。

今明年的岸外支援船（OSV）市场继续面对挑战。

尽管该集团获得多项深海服务工程，不过，赚幅须面对压力，以及船只使用率低，只获得一些短期合约现阶段，我们维持该股“低于大市”的评级，目标价为29仙。



分析：肯纳格投行研究

【南洋网财经】

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Type	Announcement
Subject	OTHERS
Description	ALAM MARITIM RESOURCES BERHAD (THE COMPANY OR ALAM) - DISPOSAL OF 84% EQUITY INTEREST IN KJ WAJA ENGINEERING (M) SDN BHD (KJ WAJA)
1.         INTRODUCTION The Board of Directors of ALAM wishes to inform that its wholly-owned subsidiary, Alam Maritim (M) Sdn Bhd has, on 31 March 2016, completed the disposal of 1,255,000 ordinary shares of RM1.00 each representing 84% of the issued and paid-up share capital of KJ Waja Engineering (M) Sdn Bhd (“KJ Waja”) for a total cash consideration of RM2.00 (“Disposal”) to the following purchasers:- No. Purchaser No. of Shares % of Shares 1. Kamarul Zaman Bin Jantan 627,500 50 2. Norishah Binti A Kadir 627,500 50 Total 1,255,000 100 The Disposal had been completed on 31 March 2016. Hence, KJ Waja shall cease to be a subsidiary company of ALAM. 2.         INFORMATION OF THE PURCHASERS Encik Kamarul Zaman Bin Jantan, a Malaysian businessman and a Director of KJ Waja with a direct shareholding in KJ Waja of 245,000 ordinary shares of RM1.00 each (16%). Whilst Puan Norishah Binti A Kadir is a Director of KJ Waja. 3.         BASIS IN ARRIVING AT THE SALE CONSIDERATION The Sale Consideration was arrived at based on “willing-buyer-willing-seller” basis and after taking into consideration the negative shareholders’ fund attributable to owners of KJ Waja of RM1,305,365 as at 31 December 2015. 4.         RATIONALE The ALAM Group is rationalizing its investment in disposing of loss making business. The Proposed Disposal offers a strategic opportunity for ALAM to exit and re-allocate its resources to other businesses within the ALAM Group. 5.         EFFECTS OF THE DISPOSAL The Disposal is not expected to have any material financial effects on the earnings and net tangible assets of ALAM and AMSB. 6.         STATEMENT OF DIRECTORS The Directors of ALAM, having considered all aspects of the Disposal, are of the opinion that the transaction is in the best interest of ALAM. 7.         DIRECTORS' AND SUBSTANTIAL SHAREHOLDERS' INTERESTS None of the directors and/or major Shareholders and/or persons connected with a director or major shareholder has any interest, direct or indirect, in the Disposal. 8.         APPROVAL REQUIRED The Disposal is not subject to the approval of the shareholders of ALAM. This announcement is dated 1 April 2016.