【ALAM 5115 交流专区】环境海事资源

alextoh1

会到多少呢?

1MALAYSIA爻燿

90仙了。。。。

alextoh1

92..........

mingkok76

5115今天升的太快太高了！目前出现套利

alextoh1

明天还会起吧1.10

icy97

獲5.76億合約賺益料達16%‧環境海事財測保

熱股評析  2013-01-16 18:38
（吉隆坡16日訊）環境海事資源（ALAM，5115，主板貿服組）接獲國油探勘一項長達5年，高達5億7千600萬令吉合約，以供應6艘岸外支援船艇（OSV），合約另外可以延長一年，從今年1月1日生效。

分析
分析員看好環境海事攫取的這項龐大合約，預測可獲10至16%賺益，惟多數還是維持該公司財測，只有大馬研究調高今明財測6至13%。

不過，基於環境海事今年可能成為併購目標，馬銀行研究給予“買進＂評級。

國家股份公司（Ekuinas）計劃讓旗下油氣服務公司Icon岸外（Icon Offshore）2014年之前上市，上市將收購很多油氣資產，環境海事的業務性質和船隊，成為很適合的併購目標。

惟馬銀行也認為，在油氣業升勢聲中，環境海事若無好價格，絕對不會賣。環境海事目前有19艘三用船和12艘供給與待命船，若能收購，可使Icon岸外船艦一舉由32增至63艘。

肯納格研究說，這是環境海事等待已久，終於獲取的長期合約，以15%賺益計，這項合約可帶來8千460萬令吉淨利。該公司同儕柏達納石油（PERDANA，7108，主板貿服組）和SILK控股（SILKHLD，5078，主板基建計劃組）上週都獲取新合約，顯示OSV市場終於扭轉劣勢，並有望強勁成長，一如2007-2008年的高峰期。

馬銀行研究以13至16%賺益預測，這項合約每年可獲1千200萬至1千500萬令吉淨利。

肯納格預期接下來有望獲得其他探勘公司的OSV合約，如墨菲公司。“重估催化劑是海底服務部，若能從本財政年的個位數獲更高合約，有望重估。但目前維持財測，因為已預估今明兩財政年會有更高（達80%與83%）產能使用率。

僑豐也看好攫取新合約的動能加強，但與肯納格和馬銀行一樣，維持該公司的財測不變，主要是岸外管、裝置和建築（OIC）業務表現欠佳。

馬銀行預測可獲更多檢測、維保（IRM）合約和OIC合約，因為今年可能招標的10億令吉合約中，其中1億5千萬令吉料在上半年頒發。

僑豐認為，環境海事若再未獲得OIC合約，4月便無工可開，每月將蒙受最高400萬令吉損失，屆時可能抵銷OSV業務的賺益。

大馬研究除了上調財測，也看好該公司有望在今年獲取第三方的OIC合約，扭轉該業務表現。（星洲日報／財經）

scottybang

1MALAYSIA爻燿 发表于 16-1-2013 11:29 AM
90仙了。。。。

钓大鱼要讲耐性，hehe

blue_angel_007

看好ALAM保持牛势，目标价--〉RM1.20

icy97

冀支援船使用率增至89% 世界海事计划内部重整

财经新闻 财经  2013-01-30 11:02
（吉隆坡29日讯）世界海事（Alam，5115，主板贸服股）计划内部重整岸外装置与建筑（OIC）与海底业务以及岸外海事部门，冀望将支援船使用率从80%提高至89%。

世界海事企业财务经理苏方阿芬迪接受《Malaysian Reserve》访问时透露，内部重整计划料将改善公司净利表现。

“这将创造更大的经济效益，客户也能从中受益。”

目前，世界海事盈利主要来源是岸外海事业务，其余部门贡献显得较少。

苏方阿芬迪表示，岸外支援船服务业务依旧是公司的支柱，并会积极探寻岸外装置与建筑与海底相关合约。

竞标中东非洲合约

“我们有两项主要业务，岸外支援船业务可说是摇钱树，而岸外装置与建筑与海底业务则是后起之秀，但还是靠着前者创造的收入来源，所以我们希望今年开始鞭策后者。”

他也透露，世界海事与沙地阿拉伯联营伙伴Global Marine Service获邀参与数项中东和非洲的竞标。

目前，世界海事手握11亿令吉订单，并已竞标20亿令吉合约。

岸外支援船市场预料每年价值30至40亿令吉，而世界海事则拥有10至15%的市占率。[南洋商报财经]

icy97

世界海事获7080万合约

财经新闻 财经  2013-02-05 11:59
（吉隆坡4日讯）世界海事（Alam，5115，主板贸服股）宣布，获国油勘探（Petronas Carigali）延长工作船租赁合约，合约总值约7080万令吉。
世界海事向马交所报备，上述合约包括为国油提供两艘工作船，以支援国油在大马半岛上游营运。

世界海事在文告中表示，合约预计对公司2013财年和以后的净利和净资产带来贡献。

另外，世界海事指出，影响合约的风险主要是营运风险，包括意外和工作船故障。

公司也说，两艘工作船的运作期分别为2013年5月25日至2014年5月24日，以及2013年7月3日至2014年7月2日。

世界海事是去年6月获国油勘探颁发总值约1亿2154万令吉的合约，为国油提供4艘工作船。合约在去年5月25日生效。。[中国报财经]

ALAM MARITIM RESOURCES BERHAD

Type	Announcement
Subject	OTHERS
Description	PROVISION OF FOUR (4) WORK BOATS TO SUPPORT PETRONAS CARIGALI SDN BHD, PENINSULAR MALAYSIA OPERATIONS PAINTING ACTIVITIES
INTRODUCTION The Board of Directors of Alam Maritim Resources Berhad ("AMRB" or "the Company") through its wholly-owned subsidiary, Alam Maritim (M) Sdn Bhd received a Letter of Award (“LOA”) from PETRONAS Carigali Sdn Bhd (“PETRONAS Carigali”) for the Provision of Four (4) Work Boats to support PETRONAS Carigali, Peninsular Malaysia Operations painting activities [“the Contract”]. DETAILS OF THE CONTRACT The Contract requires two (2) AMRB Group’s work boats for a primary period of one (1) year with an extension option exercisable by PETRONAS Carigali for another one (1) year, for each work boat. The Contract value is estimated up to RM121.54 million; if PETRONAS Carigali engages the work boats for the full duration; inclusive of the optional period. The Contract commenced on 25 May 2012. RISKS ASSOCIATED WITH THE CONTRACT The Company shall always ensure strict compliance to the safety and operational procedures in the execution of contract requirements. The risks associated with the Contract are mainly operational risks. In mitigating such risks, the Company has developed a programmed maintenance schedule which stringently adheres to the International Safety Management (ISM) Standards in maintaining performance and seaworthiness of all vessels. FINANCIAL EFFECTS The award of the Contract is expected to positively contribute to the earnings and net assets of AMRB for the financial year ending 31 December 2012 and beyond. Notwithstanding this, the Contract is not expected to have any material effects on the share capital and shareholding structure of the Company. 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 Contract. DIRECTORS' STATEMENT The Board of Directors of AMRB is of the opinion that the acceptance of the Contract is in the best interest of the Company. This announcement is dated 30 May 2012.

Type	Announcement
Subject	OTHERS
Description	PROVISION OF TWO (2) WORK BOATS TO SUPPORT PETRONAS CARIGALI SDN BHD, PENINSULAR MALAYSIA OPERATIONS PAINTING ACTIVITIES
INTRODUCTION The Board of Directors of Alam Maritim Resources Berhad ("AMRB" or "the Company") is pleased to announce that its wholly-owned subsidiary, Alam Maritim (M) Sdn Bhd, has recently been awarded an extension of contract by PETRONAS Carigali Sdn Bhd, Peninsular Malaysia Operations for the provision of two (2) work boats to support its painting activities (“the Contract”) for a total sum of approximately RM70.8 million. Our earlier announcement dated 30 May 2012 is referred. DURATION OF CONTRACT The commencement dates for each of the two (2) work boats shall be from 25 May 2013 to 24 May 2014 and 3 July 2013 to 2 July 2014, respectively. RISK FACTORS Risk factors affecting the Contract are mainly operational risks such as accidents and unexpected breakdown of vessels. Notwithstanding this, the Company shall always ensure strict compliance to the safety and operational procedures in the execution of contract requirements and has developed a programmed maintenance schedule which stringently adheres to the International Safety Management (ISM) Standards in maintaining performance and seaworthiness of all vessels. FINANCIAL EFFECTS The Contract is expected to contribute positively to the earnings and net assets of AMRB for the financial year ending 31 December 2013 and beyond. Notwithstanding this, the Contract is not expected to have any material effects on the share capital and shareholding structure of the Company. DIRECTORS' AND MAJOR SHAREHOLDERS' INTERESTS None of the Directors and/or major shareholders or persons connected with the Directors and/or major shareholders of the Company has any direct or indirect interest in the Contract. DIRECTORS' STATEMENT The Board of Directors of AMRB is of the opinion that the acceptance of the Contract is in the best interest of the Company. This announcement is dated 4 February 2013.

Vincent1818

feeling2922 发表于 6-2-2013 11:17 AM
为什么他那么多好消息..但是股票一直跌的?目前是不是可以进场呢?
@Vincent1818

森林目前在燃烧，小树难免会蔓延。。。所以如果全部都往下，Blue Chip 是更值得买。

Vincent1818

feeling2922 发表于 6-2-2013 03:36 PM
意思是指买alam不如去买其他蓝筹股..对吗?

是的，重要的是跌出来的价值。。。

1MALAYSIA爻燿

Blue Chip 是什么？

soocp

1MALAYSIA爻燿 发表于 6-2-2013 04:53 PM
Blue Chip 是什么？

蓝色的筹码咯  lol

icy97

合约陆续有来 世界海事表现料上修

财经新闻 财经  2013-02-08 10:19
（吉隆坡7日讯）世界海事（Alam，5115，主板贸服股）以更高费率获得延长工作船租赁合约，被分析员看好合约“陆续有来”，进而催化上修机会。

日前，世界海事获得国油勘探（Petronas Carigali）延长工作船租赁合约，合约总值约7080万令吉。

合约内容包括为国油提供两艘工作船，以支援国油在大马半岛上游营运。

大马研究分析员表示，此延长合约的费率约有16%增幅，从先前平均每艘船3000万令吉的年租用费，增加至3500万令吉。

“据了解，该集团预期将获得另两个来自国油勘探的租船合约，使得今年共有5艘船为后者服务。”

肯纳格研究分析员认为，岸外支援船（OSV）终于扭转劣势，惟预期将维持相当的波动性，就如2007至2008年所出现的情况一样。

“由此，世界海事股价已经对重估蓄势待发。”

此外，预期岸外安装与建筑（OIC）和海底的业务将流入更多合约，也是催化该股重估的因素。目前，分析员对世界海事2013财年营运盈利的预测，仅有单位数的表现。

无论如何，分析员都维持世界海事2013和2014财年的盈利预测、目标价和评级。[南洋商报财经]

icy97

境海事獲3015萬合約

大馬 即時大馬財經  2013-02-08 18:10
（吉隆坡8日訊）環境海事資源（ALAM，5115，主板貿服組）再獲國油探勘頒給租船合約，總值達3千零15萬令吉。

環境海事在文告中說，將為國油探勘的鑽油計劃提供兩艘離岸支援船，為期7個月，可續約3個月。（星洲網）

ALAM MARITIM RESOURCES BERHAD

Type	Announcement
Subject	OTHERS
Description	PROVISION OF TWO (2) OFFSHORE SUPPORT VESSELS TO SUPPORT PETRONAS CARIGALI SDN BHD'S DRILLING CAMPAIGN
INTRODUCTION Alam Maritim Resources Berhad ("AMRB" or "the Company") is pleased to announce that its wholly owned subsidiary, Alam Maritim (M) Sdn Bhd, has accepted the award from PETRONAS Carigali Sdn Bhd, Peninsular Malaysia Operations (“the Client”) for the provision of two (2) units offshore support vessels (OSVs) (“the Contract”) to support the Client’s Drilling Campaign. DURATION OF CONTRACT The Contract is for a primary period of seven (7) months with an extension option exercisable by the Client for another three (3) months. The Contract is for a value of up to RM30.15 million (if the Client engages the OSVs for the full duration, inclusive of the optional period). RISKS FACTOR The risks associated with the Contract are mainly operational risks such as accidents and unexpected breakdown of vessels. In mitigating such risks, the Company has developed a programmed/planned preventive maintenance schedule which stringently adheres to the International Safety Management (ISM) Standards in maintaining performance and seaworthiness of all its vessels. FINANCIAL EFFECTS The Contract is expected to positively contribute to the earnings and net assets of AMRB for the financial year ending 31 December 2013. Notwithstanding this, the Contract is not expected to have any effect on the issued and paid-up share capital and shareholding structure of the Company. 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 either of the above mentioned Contract. DIRECTORS' STATEMENT The Board of AMRB is of the opinion that the acceptance of the Contract is in the best interest of the Company. This announcement is dated 8 February 2013.

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31/12/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/12/2012	31/12/2011	31/12/2012	31/12/2011
		$$'000	$$'000	$$'000	$$'000

1	Revenue	166,939	89,504	501,995	308,124
2	Profit/(loss) before tax	18,466	483	57,067	15,488
3	Profit/(loss) for the period	20,162	153	57,221	14,608
4	Profit/(loss) attributable to ordinary equity holders of the parent	21,046	-371	60,040	13,592
5	Basic earnings/(loss) per share (Subunit)	2.70	0.00	7.60	1.70
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 ($$)	0.6700		0.5900

amanda_ng82

世界海事转盈2104万

财经新闻 财经  2013-03-01 12:13
（吉隆坡28日讯）世界海事（Alam，5115，主板贸服股）业绩报佳音，截至去年12月31日末季成功转亏为盈，取得2104万6000令吉净利，上财年净亏损37万1000令吉。

文告指出，当季营业额报1亿6693万9000令吉，较上财年的8950万4000令吉增长86.52%。

董事部表示，末季优秀的业绩表现，主要来自岸外支援船和海底服务业务的贡献，营业额分别取得65.2%和31.8%的增长。

全年方面，世界海事净利飙涨341.73%，从1359万2000令吉扬至6004万令吉；营业额则从3亿812万4000令吉，大涨62.92%至5亿199万5000令吉。

单季每股盈利为2.70仙，累计全年每股盈利达7.60仙，大大高于去年的1.70仙。

http://www.nanyang.com.my/node/514280?tid=462

icy97

世界海事获2490 万合约

财经新闻 财经  2013-03-06 11:52
（吉隆坡5日讯）世界海事（Alam，5115，主板贸服股）宣布，独资子公司获颁总值约2490万令吉的海底服务合约。

世界海事向马交所报备，独资子公司世界海事私人有限公司近期收到本地油气公司的两份授权书。

两项合约的期分别不超过21天和150天，合约不得延长。

根据文告，上述合约预计会为世界海事截至今年12月31日财政年净利和净资产带来贡献。[南洋网财经]

ALAM MARITIM RESOURCES BERHAD

Type	Announcement
Subject	OTHERS
Description	CONTRACTS FOR PROVISION OF UNDERWATER SERVICES
INTRODUCTION The Board of Directors of Alam Maritim Resources Berhad (“AMRB” or the “Company”) is pleased to announce that Alam Maritim (M) Sdn Bhd (“AMSB”), a wholly-owned subsidiary of the Company, had recently received two (2) Letters of Award for the provisions of underwater services for a local oil and gas company (“the Contracts”).                             THE CONTRACTS The total value of the Contracts is estimated at RM24.9 million. The Contracts are for a maximum period of 21 days (Contract 1) and 150 days (Contract 2) and not renewable. FINANCIAL EFFECTS The execution of the Contracts is not expected to have any material effects on the share capital and shareholding structure of the Company but is expected to contribute positively to the earnings and net tangible assets of the AMRB Group for the year ending 31 December 2013. RISKS ASSOCIATED WITH THE CONTRACTS The risks associated with the Contracts are mainly operational risks and delays due to human, mechanical and logistic factors. In mitigating such risk, the Company will closely monitor work schedules whilst ensuring compliance to safety, operational procedures and timeliness in the completion and delivery of the Contracts. DIRECTORS' AND MAJOR SHAREHOLDERS' INTEREST None of the Directors or major shareholders or persons connected to the Directors or major shareholders has any direct or indirect interest in the Contracts. DIRECTORS' STATEMENT The Board of Directors of AMRB is of the opinion that the acceptance of the Contracts is in the best interest of the Company. This announcement is dated 5 March 2013.

icy97

環海資源 海底工程業務或轉盈

財經股市06/03/2013 22:48
（吉隆坡6日訊）環海資源（ALAM，5115，主要板貿易）子公司獲兩項總值2490萬令吉海底服務工程合約，為今年第1份海底服務合約，有助該公司海底服務業務轉虧為盈，該股今日交投火熱。

該股開市時，先以平盤82仙迎市，隨后走高至89仙，起7仙。休市時，該股收在87仙，揚5仙，成交量報1576萬1600股。閉市時，該股收在86仙，起4仙，成交量報1871萬3200股，為十大熱門股之一。

該公司昨日向馬證交所報備，子公司昨日接獲本地石油與天然氣公司發出的海底服務工程頒發信。

大馬投資研究積極看待環海資源獲得該項海底工程合約，該公司在上財年，由于缺乏合約，連同海上安置與建築共虧損800萬令吉。

該公司海底部門為潛水小組操作6輛海洋遙控載具（remotely operated vehicle，ROV）和潛水系統所支援。

大馬投資研究假定該公司獲得3億至3億5000萬令吉的海上安置與建築和海底部門合約，故不調整本財年至2015財年的收益。

假如本財年的貢獻較小，但預計稅務與攤銷前盈利（EBIT）在2014財年和2015財年會有1600萬令吉至1800萬令吉。

目前，該公司的主要收益來自中外合資和聯營公司，新建造海上支援船。除了該公司全資船舶，一般船齡較大，使用率為60%，預計之后船舶的使用率會增加。[中国报财经]