【SAPNRG 5218 交流专区】（前名 SENERGY）

icy97

沙肯巴西50亿合约胜券在握

财经新闻 财经  2013-01-24 12:26
（吉隆坡23日讯）沙肯石油（Skpetro，5218，主板贸服股）与商业伙伴Seadrill，有望赢得50亿美元（152亿令吉）的巴西油气合约。

油气领域杂志《Upstream》报导，Seadrill—沙肯石油财团，正竞标巴西国家石油公司Petrobras，旗下的6至7艘柔性管铺管支援船（PLSV）供应合约，竞争对手包括Technip-NorSkan财团竞争。

大马研究指出，沙肯石油有望至少获得3艘柔性管铺管支援船的合约，因为Petrobras倾向于分散合约以降低风险。

“在首6艘支援船中，Petrobras可能会分别颁发各3项合约予Seadrill和沙肯石油，另外两艘的合约得主则将从竞标名单中选出，预计第7艘支援船可能颁发予挪威公司Subsea7。”

新合约贡献2.7亿分析员称，Seadrill—沙肯石油和Technip-NorSkan这两个财团，也被看好能获得租赁合约。

Seadrill—沙肯石油的财团，曾经获得Petrobras的3项柔性管铺管支援船供应与租赁合约，总值14亿美元（42亿令吉）。

即使沙肯石油再获得3项新合约，分析员不认为未来的负债率会显著提高至1倍以上，因为公司每年净赚12亿至13亿令吉。

“在50:50的联营比例下，可计算沙肯石油的债务对资产融资比例为20:80，新合约对公司资产的贡献仅有2亿7000万令吉。”

分析员维持沙肯石油“买入”评级，目标价格为3.70令吉。[南洋商报财经]


有望攫士馬郎工程‧沙肯石油財測不變

熱股評析  2013-01-29 17:34
（吉隆坡29日訊）市場傳出沙肯石油（SKPETRO，5218，主板貿服組）可望攫取士馬郎油田的中央處理平台（CPP）總承包工程合約的消息，大馬投資研究認為相關工程潛能已被納入未來財測，決定維持財測不變。

大馬研究表示，據傳沙肯石油大有機會從國家石油（Petronas）手中攫取上述合約，有關計劃內容包括在2015年前建造和安裝中央處理平台，國油是向蜆殼石油（Shell）買下這塊在1995年發現、已投產20年的淺礁。

“中央處理平台是已開發油田重新發展計劃下其中一項設備，重新發展士馬郎油田志在雙倍提昇油田產量，將石油復原率從41%提昇至51%，開發油田壽命估計因此延長15年。＂

該行補充，這項新合約是沙肯石油今年覬覦的10項CPP工程之一，該公司目前正競標總值300億令吉工程。

另一方面，大馬研究對沙肯石油以29億美元收購Seadrill公司旗下鑽油井持正面看法。

由於上述合約在今年70至80億新合約攫取量預估範圍內，大馬研究保持沙肯石油未來3年財測不變，保持該股目標價3令吉70仙，給予“買進＂評級。（星洲日報／財經）

icy97

icy97 发表于 5-11-2012 04:33 PM

SAPURAKENCANA PETROLEUM BERHAD

Type	Announcement
Subject	MULTIPLE PROPOSALS
Description	SAPURAKENCANA PETROLEUM BERHAD (FORMERLY KNOWN AS SAPURA-KENCANA PETROLEUM BERHAD) (“SKPB” OR “COMPANY”) (I)        PROPOSED COMBINATION AND INTEGRATION OF THE RESPECTIVE TENDER RIG BUSINESSES OF SKPB AND SEADRILL LIMITED (“SEADRILL” OR “SELLER”) BY WAY OF THE ACQUISITION BY SAPURAKENCANA DRILLING PTE. LTD. (“PURCHASER”), A WHOLLY-OWNED SUBSIDIARY OF SKPB, OF: (A)        THE ENTIRE ISSUED SHARE CAPITAL OF SEADRILL TENDER RIG LTD (”STRL”) (“STRL SHARES”); AND (B)        99% OF THE ISSUED SHARE CAPITAL OF PT NORDRILL INDONESIA (“PTNI”) (“PTNI SHARES”); (COLLECTIVELY REFERRED TO AS “PROPOSED TRANSACTION”) (II)        PROPOSED BASE PLACEMENT OF NEW ORDINARY SHARES OF RM1.00 EACH IN SKPB (“SKPB SHARES”) TO RAISE GROSS PROCEEDS OF USD250.0 MILLION (“PROPOSED BASE PLACEMENT”); AND (III)        PROPOSED ADDITIONAL PLACEMENT OF UP TO 300.0 MILLION NEW SKPB SHARES (“PROPOSED ADDITIONAL PLACEMENT”) COLLECTIVELY REFERRED TO AS “PROPOSALS”)
We refer to the Company’s announcement on 5 November 2012 in relation to the memorandum of understanding which was entered into between the Company and Seadrill on 5 November 2012 (“MOU”) and the Company’s announcement on 21 January 2013 in relation to the extension of the validity period of the MOU from 21 January 2013 to 8 February 2013. On behalf of the Board of Directors of the Company, CIMB Investment Bank Berhad and Maybank Investment Bank Berhad wish to announce that the Company, Purchaser and Seadrill have today entered into a conditional sale and purchase agreement and a separation and transitional services agreement in relation to the Proposed Transaction. In conjunction with the Proposed Transaction, the Company is also proposing to implement the Proposed Base Placement and Proposed Additional Placement. This announcement is dated 8 February 2013.

Attachments SKPB_Amended Announcement.pdf

icy97

SAPURAKENCANA PETROLEUM BERHAD

Type	Announcement
Subject	OTHERS
Description	ACQUISITION OF NEW WHOLLY-OWNED SUBSIDIARY COMPANY
The Board of Directors of SapuraKencana Petroleum Berhad (“SKPB” or “Company”) wishes to announce that it had on 6 February 2013 acquired the entire issued and paid up capital of “SapuraKencana Drilling Pte. Ltd.”, a company incorporated in Singapore (“SapuraKencana Drilling”) at a total cash consideration of SGD2.00 comprising 2 ordinary shares of SGD1.00 each. SapuraKencana Drilling was incorporated on 5 February 2013. It has not commenced operation since incorporation. The acquisition of this new wholly-owned subsidiary is to facilitate the acquisition of tender rigs business of Seadrill Ltd, announced separately by the Company on 8 February 2013. The above acquisition of this new wholly-owned subsidiary company is not expected to have any material effect on SKPB Group’s earnings and net assets for the financial year ending 31 January 2014. None of the directors and/or major shareholders and/or persons connected with them have any interest, direct or in direct in the above acquisition. This announcement is dated 8 February 2013.

yffpp

呵呵 。。。还好解决了 。。。

icy97

大幅舉債躍為全球鑽井巨頭‧沙肯石油購Seadrill有隱憂

熱股評析  2013-02-13 17:32
（吉隆坡13日訊）沙肯石油（SKPETRO，5218，主板貿服組）公佈收購Seadrill公司鑽井資產融資架構，分析員普遍對此持正面態度，看好集團將藉此崛起為全球鑽井巨頭，帶動未來盈利成長，但憂慮大幅舉債將顯著收緊資產負債表表現，並抑制未來融資擴張能力。

發3.5億美元新股
2.38億美元優先股

沙肯石油日前公佈收購Seadrill公司所有鑽油井計劃的融資架構，其中包括透過發售總值3億5千萬美元，為數4億零80萬股新股、總值2億3千800萬美元的可贖回可轉換優先股（REPs）、1億8千700萬美元賣方票據（Seller Notes）、私下配售2億5千萬令吉股票，以及餘額舉債等方式。

此外，沙肯石油也表示將在贖回Seadrill公司REPs時，向投資者私下配售最多3億股新股，預計整個計劃將在今年第二季完成，對於集團2013財政年盈利將不會帶來影響。

豐隆研究對相關協議持正面態度，認為儘管新股發售價仍未定，但52：48的負債股權比率（debt to equity ratio）符合市場預期，相信擴充鑽井業務將是一大催化因素，因國內外鑽井市場需求正受積極岸外勘探與生產活動推動。

達證券看好上述活動將令沙肯石油躋身全球領先鑽井業務，但唯一負面因素就是該收購計劃將令資產負債表表現顯著收緊，將抑制未來艦隊擴張能力，以及提昇潛在股權融資稀釋可能性。

“沙肯石油管理層相關計劃完成後，預期淨負債比將飆升至1.2倍，超出1倍的舒適水平，而我們預期負債比可能進一步攀升，因集團仍需取得額外20億令吉貸款來支付收購計劃。＂

達證券補充，隨著總值20億令吉新資產即將到位，預期沙肯石油未來負債可能進一步增加，但長期鑽探合約有望帶來高盈利賺益，強勁營運現金流將轉嫁相關風險。

肯納格研究說，縱然Seadrill公司收購計劃將令沙肯石油股本基礎擴大13%至14%，達到56億7千萬股或56億9千萬股，加上贖回REPs進一步提昇股本基礎4.7%至4.8%，令股本達到59億4千萬股至59億6千萬股，比市場預期的65億股為低。

“至於債務方面，融資架構將涵蓋22億令吉債務，其中包括8億美元收購後債務和3億6千300萬美元未來資本開銷將令累積債務達57億令吉，高於市場的50億令吉目標。＂

安聯研究表示，雖然相關協議細節和完成時間有所調整，但預期2014財政年每股盈利（EPS）將獲得強化23.5%，而2014年EPS料按年成長92%，而2015財政年EPS增速有望達到42%。

“展望未來4年（2013至2016財政年），沙肯石油EPS將取得複合年均成長37%的亮眼表現。＂

安聯補充，基於淨負債比為0.9%，較預期的1.24倍為低，將可為未來更多潛在交易或資產收購挪出空間。（星洲日報／財經）



购Seadrill钻机业务　沙布拉肯查纳看长期

財经 2013年2月13日
（吉隆坡13日讯）虽然收购Seadrill钻机业务，会令资產负债表以及股本大幅扩大，但市场相信这项业务，长期將为沙布拉肯查纳石油（SKPETRO，5218，主板贸服股）带来更高的利润。       

沙布拉肯查纳石油于上週五（8日）宣布正式签署买卖协议，收购Seadrill的钻机业务。这是笔企业价值29亿美元（约89亿7695万令吉）的收购案。

在扣除Seadrill现有的债务与资本开销等事项后，沙布拉肯查纳石油需支付16亿7300万美元（约51亿7877万令吉），该公司將通过发新股、优先股与现金完成。

其中1亿8700万美元，尚有待西爪哇（West Java）与West Esperanza合约获得更新后方支付。

此协议下，沙布拉肯查纳石油將以每股2.70令吉，发出4亿股新股予Seadrill，或相等于3亿5000万美元。另外，前者將以同等价位，发出总值2亿3800万美元，为期三年的可赎回与可转换优先股于后者。余额则將通过现金偿还。

在现金的部分，沙布拉肯查纳石油將会以配股及借贷活动集资，总额为8亿9800万美元。

与此同时，为了应对Seadrill优先股转换所需的资金，沙布拉肯查纳石油將进行次轮的配股活动，以筹资2亿6200万美元。

完成收购活动后，Seadrill將持有沙布拉肯查纳石油12%股权，成为第三大股东。同时Seadrill的主席兼总裁约翰费得森，將受委为沙布拉肯查纳石油的董事。

成钻井领域领导者

该公司冀望通过以上收购案，提高在西非与美洲的市场地位。达证券分析员表示，沙布拉肯查纳將藉此一跃成为全球钻井领域的领导者。

与此同时，该公司的钻机规模將从现有的8台，增加至21台；平均机龄则从现有的20年，骤减至7到8年。而隨著钻机数量增加，这有助该公司在钻井业务中进一步增强赚幅。

此外，Seadrill旗下的大部分钻机已获得长期合约，再加上沙布拉肯查纳石油本身持有15亿美元的订单，这將为后者提供强劲的盈利可见度。

虽然此收购案带来的好处良多，但该公司的资產负债表將大幅扩张，並限制沙布拉肯查纳石油未来的钻机扩充活动。

该公司预测负债率將提高至1.2倍，超出管理层之前透露的1倍舒適水平。

另外，相信该公司在短期及中期的负债率將持续扬升，因需融资20亿令吉来完成收购案。与此同时，隨著总值20亿令吉的新船只在2014至2015財政年运抵，公司的借贷水平会进一步飆涨。

无论如何，分析员相信，长期钻井合约所带来的高赚幅利润，以及强劲的营运现金流，有助缓和以上风险。

估计收购案將在今年次季完成。考虑到收购案带来的的股票与借贷成本衝击后，分析员把该公司2014与2015財政年的每股盈利（EPS），额外提高11%与20%。

分析员维持该股「买进」投资评级，目標价提高至3.83令吉。[东方日报财经]

icy97

傳沙肯石油貸款56.38億收購Seadrill鑽油井

大馬  2013-02-26 17:25
（吉隆坡26日訊）消息人士透露，沙肯石油（SKPETRO，5218，主板貿服組）已啟動18億5千萬美元（約56億令3千800萬吉）一年期過度性貸款（Bridge Loan）計劃，用於支援其Seadrill公司所有鑽油井收購計劃。

消息人士表示，多家銀行受邀參與貸款供應，分別為沙肯石油提供介於2億至3億5千萬美元不等貸款額，利率談判範圍落在225至275百分點之間。
“多家來自海內外的銀行，包括日本、新加坡和歐洲銀行，都放眼參與上述交易。＂

沙肯石油是在去年11月5日宣佈以29億美元（約87億7千萬令吉）收購Seadrill公司的所有鑽油井，促使沙肯石油手持鑽油井達到16個，崛起成為全球最大的鑽油井業者。（星洲日報／財經）

icy97

SAPURAKENCANA PETROLEUM BERHAD

Type	Announcement
Subject	OTHERS
Description	INCORPORATION OF NEW WHOLLY-OWNED SUBSIDIARY COMPANY
The Board of Directors of SapuraKencana Petroleum Berhad (the “Company” or “SKPB”) wishes to announce that the Company has, on 8 March 2013, incorporated a new wholly-owned subsidiary in the Federal Territory of Labuan, Malaysia namely, SapuraKencana 900 Pte Ltd (“SapuraKencana 900”). SapuraKencana 900 was incorporated in the Federal Territory of Labuan, Malaysia with an issued and paid-up share capital of USD100 comprising 100 shares of USD1.00 each. SapuraKencana 900 will be utilised in the furtherance to the future strategic plans of the Company. The above incorporation of a new subsidiary company is not expected to have any material effect on SKPB group’s earnings and net assets for the financial year ending 31 January 2014. None of the Directors and/or major shareholders of the Company or persons connected with them have any interest, direct or indirect, in the above incorporation. This announcement is dated 8 March 2013.

icy97

资本开销增长 沙肯石油现金流受限

财经新闻 财经  2013-03-12 11:35
（吉隆坡11日讯）大马评级公司（MARC）预计，沙肯石油（Skpetro，5218，主板贸服股）的资本开销增长，或限制该公司未来两年的自由现金流。

该机构日前指出，沙肯石油截至2012年10月的资本支出为28亿令吉，这将促使该集团的现金流暂时低于中位数水平。

无论如何，大马评级公司估计，沙肯石油在中期内将使用自由现金流来降低债务。

该机构称，沙肯石油的资金流动性主要来自外在资源，如其目前持有的11亿令吉的现金，主要是获得新贷款的支撑。

沙肯石油正以29亿美元（约88.8亿令吉），收购Seadrill旗下所有钻井平台业务，以联合与整合两家公司相关业务的计划，并将拥有18座钻井平台。

一旦完成这项收购，沙肯石油将成为全球最大的钻井平台业者。[南洋网财经]

icy97

遜於市場預期‧沙肯石油末季料賺1億

熱股評析  2013-03-15 18:32
（吉隆坡15日訊）沙肯石油（SKPETRO，5218，主板貿服組）將於下週公佈截至2013年1月財政年第四季業績報告，預料符合市場預期。不過，馬銀行研究調低2014財政年盈利預測7%，以納入Seadrill的9個月鑽井架投標業務。

該行在報告中估計，沙肯石油的第四季凈利料達1億令吉，接季下跌31%，2013財政年盈利則預計為5億3千500萬令吉，雖然符合他們的預測，但比市場上認為的水平低。

沙肯石油按季比業績較弱，主要是在季候風季節，鑽井架及鋪管艦較少派上用場，這兩組是沙肯石油的核心業務推動力，佔集團稅前盈利超過80%。
分析員表示，雖然之前他們不預期該公司會派發任何股息，不過，也不排除可能派發每股1仙的股息。

該行預測兩年凈利複合成長率為64%，主要是收購Seadrill的招標鑽井架業務，有利於集團的盈利表現，每年料可為集團帶來5億令吉的盈利，該項交易預計在2013年杪敲定。

分析員指出，該公司在本地與海外市場投標工程持續增加，在規模達80億至90億令吉的本地組建工程競標中，沙肯石油在10億令吉的士馬蘭中央系統加工平台組建工程競標中領先，該公司也將爭取延長泛馬輔管的許可證。

另外，分析員也看好該公司的巴西業務。總值50億美元輔管支援艇的投標結果將在近期揭曉，沙肯石油―Seadrill所組財團是三大最終投標機構之一。此前，該財團也曾於2011年獲巴西國油（Petrobras）頒給14億美元的工程。（星洲日報／財經）

icy97

沙肯石油 2900万租约延长

财经新闻 财经  2013-03-16 10:45
（吉隆坡15日讯）沙肯石油（Skpetro，5218，主板贸服股）旗下的T6钻机租约，再获延长3个月至今年10月20日，总值930万美元（2900万令吉）。

沙肯石油子公司刁曼岛钻油公司（Tioman Drilling Company）私人有限公司，从2010年12月21日开始，将T6钻机租用予Carigali Hess营运私人有限公司和Carigali PTTEPI营运私人有限公司。

初期租约为28个月至今年4月20日，早前已延长一次至7月20日，如今再延长至10月20日。[南洋网财经]

SAPURAKENCANA PETROLEUM BERHAD

Type	Announcement
Subject	OTHERS
Description	2ND EXTENSION OF CONTRACT FOR PROVISION OF SELF-ERECTING TENDER RIG, “T-6” FOR OFFSHORE DRILLING CAMPAIGN 2011-2013 (“T-6 CONTRACT”)
INTRODUCTION We refer to the announcement dated 1 September 2010 by SapuraCrest Petroleum Berhad and announcement dated 17 October 2012 by the Company in relation to the T-6 Contract where it was announced that its subsidiary, Tioman Drilling Company Sdn Bhd (“Tioman”), had secured a contract for deployment to and utilization by CARIGALI PTTEPI OPERATING COMPANY SDN BHDand CARIGALI-HESS OPERATING COMPANY SDN BHD of the self-erecting tender rig, the T-6. The T-6 Contract was for an initial duration of 28 months commencing from 21 December 2010 until 20 April 2013 and was subsequently extended until 20 July 2013. CONTRACTUAL EXTENSION The Company is pleased to announce that Tioman has on 6 March 2013 accepted the 2nd extension for the T-6 Contract for a further duration of 3 months commencing from 21 July 2013 (expiry of 1stextension) until 20th October 2013. CONTRACT VALUE The 2nd contract extension is valued at approximately USD9.3 Million. EFFECT ON THE ISSUED AND PAID-UP CAPITAL OF THE COMPANY The 2nd extension of the T-6 Contract will have no effect on the issued and paid-up capital of the Company and is expected to contribute positively to the Group's earnings and net tangible assets for the financial year ending 31 January 2014. RISKS FACTORS Risk factors affecting the T-6 Contract include execution risks such as availability of skilled manpower and materials, changes in prices of materials, and changes in political, economic and regulatory conditions. The Company has throughout the years established its track records and expertise to undertake such projects. As such, the management believes that the Company is able to mitigate the abovementioned risk factors. DIRECTORS AND MAJOR SHAREHOLDERS’ INTEREST None of the Directors and/or major shareholders and/or persons connected with the Directors and/or major shareholders has any direct or indirect interest in the extension of the T-6 Contract. DIRECTORS' STATEMENT The Board of Directors of the Company is of the opinion that the extension of the T-6 Contract is in the best interest of the Company. This announcement is dated 15 March 2013.

icy97

券商買進心頭好．擴大鑽井業務 沙布拉肯油前景佳

財經股市18/03/2013 22:28

券商 ：豐隆投銀研究
合理價：3.60令吉

沙布拉肯油（SKPETRO，5218，主要板貿易）早前宣布，子公司Tioman鑽油公司延長與Carigali PTTEPI公司和Carigali Hess公司的T-6鑽油台合約，延長期限為3個月，合約為920萬美元（約2793萬令吉）。

我們認為，延長合約對該公司是有利的，加上在國內和國際鑽油市場的鑽井活動需求下，我們看好該市場未來前景。

目前，沙布拉肯油擁有51%T-6鑽油台股權，Seadrill公司則擁有49%。在完成了Seadrill公司的收購計劃之后，該公司便能擁有100%股權。

我們相信，Seadrill公司將會通過這項提案，預計今年還會有其他鑽井業務的競標，我們認為，擴大鑽井業務和交易成功是該公司的催化劑。

我們看好該公司，主要因為該公司有強勁的資產負債表和專有技術以及全球的趨勢，給于買入評級。

但該公司仍然有些風險存在，包括了執行風險，船隻、製造和鑽油成本的存在等風險。[中国报财经]

icy97

icy97 发表于 9-3-2013 01:27 AM

SAPURAKENCANA PETROLEUM BERHAD

Type	Announcement
Subject	MULTIPLE PROPOSALS
Description	SAPURAKENCANA PETROLEUM BERHAD (FORMERLY KNOWN AS SAPURA-KENCANA PETROLEUM BERHAD) (“SKPB” OR “COMPANY”) (I)        PROPOSED COMBINATION AND INTEGRATION OF THE RESPECTIVE TENDER RIG BUSINESSES OF SKPB AND SEADRILL LIMITED BY WAY OF THE ACQUISITION BY SAPURAKENCANA DRILLING PTE. LTD., A WHOLLY-OWNED SUBSIDIARY OF SKPB, OF: (A)        THE ENTIRE ISSUED SHARE CAPITAL OF SEADRILL TENDER RIG LTD; AND (B)        99% OF THE ISSUED SHARE CAPITAL OF PT NORDRILL INDONESIA; (II)        PROPOSED BASE PLACEMENT OF NEW ORDINARY SHARES OF RM1.00 EACH IN SKPB (“SKPB SHARES”) TO RAISE GROSS PROCEEDS OF RINGGIT MALAYSIA EQUIVALENT TO UNITED STATES DOLLAR 250.0 MILLION; AND (III)        PROPOSED ADDITIONAL PLACEMENT OF UP TO 300.0 MILLION NEW SKPB SHARES (COLLECTIVELY REFERRED TO AS “PROPOSALS”)
(Unless otherwise stated, all definitions and terms used in this announcement shall have the same meaning as defined in the announcement dated 8 February 2013 in relation to the Proposals.) We refer to the announcements dated 8 February 2013 and 13 February 2013 in relation to the Proposals.    On behalf of the Board, CIMB Investment Bank Berhad and Maybank Investment Bank Berhad wish to announce the historical financial information of the Acquiree Companies for the FYE 31 December 2010 to 2012, the details of which are as set out in the attached file. This announcement is dated 19 March 2013.

Attachments SKPB_Announcement.pdf

icy97

营收飙1.7倍 沙肯石油全年赚5.24亿

财经新闻 财经  2013-03-22 08:12
（吉隆坡21日讯）沙肯石油（Skpetro，5218，主板贸服股）2013财年写下亮眼业绩，全年净利按年暴涨86.21%，至5亿2459万6000令吉，胜于上财年的2亿8172万7000令吉。

相比于上财年的25亿5640万2000令吉的营业额，沙肯石油2013财年营业额录得69亿1241万4000令吉，按年涨幅高达170.4%。

此外，沙肯石油2013财年末季净利飙涨158%，从上财年同季的4801万5000令吉，增长至1亿2389万3000令吉。

集团末季营业额则从2012财年5亿6043万4000令吉，涨升近250%，至2013财年的19亿5755万1000令吉。

依据上游领域的强劲资本开销，沙肯石油相信，区域油气领域增长能力强稳。因此，该集团将有望从中获益，预期能够获得Berantai油田带来的全年盈利贡献。

此外，即将完成的Seadrill钻井平台业务收购案，将提供集团一个策略平台，成为竞标钻井平台的主要业者之一。[南洋网财经]

SUMMARY OF KEY FINANCIAL INFORMATION 31/01/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/01/2013	31/01/2012	31/01/2013	31/01/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	1,957,551	560,434	6,912,414	2,556,402
2	Profit/(loss) before tax	207,847	122,339	829,750	519,534
3	Profit/(loss) for the period	189,784	106,246	663,781	446,046
4	Profit/(loss) attributable to ordinary equity holders of the parent	123,893	48,015	524,596	281,727
5	Basic earnings/(loss) per share (Subunit)	2.48	0.00	10.48	0.00
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 ($$)	1.2700		0.0000

Remarks :

Basic earnings per share and net assets per share for preceding year corresponding quarter and period are shown as nil as the numbers are not reflective of true values due to share capital of RM2.00.

PILLy^^

競標和併購效益揮發‧沙肯石油盈利續精彩

熱股評析 2013-03-22 18:36
（吉隆坡22日訊）沙肯石油（SKPETRO，5218，主板貿服組）2013財政年表現符合預期，分析員看好公司將是國家石油公司巨額資本開銷的主要受惠者，加上積極競標巴西等海外工程和Seadrill公司併購效益開始揮發，未來盈利前景料精彩可期。

隨著Clough海事建築與岸外工程公司和Berantai油田開始帶來盈利貢獻，推動沙肯石油2013財政年第四季淨利按年增長158%至1億2千390萬令吉，全年淨利更走揚15.4%至5億2千460萬令吉，營業額則在岸外建築和海底業務推動下增長44.1%。

賺益按年萎縮7.4%

興業研究表示，鑑於併購活動帶來高利息開銷，以及多達1億3千萬至1億4千萬令吉的一次性併購成本，導致沙肯石油稅前盈利賺益按年萎縮7.4%，但相信隨著公司攫取更多合約，以及併購效益開始浮現，2014財政年賺益將逐漸復甦。

“我們相信沙肯石油將是國家石油公司5年總額3千億令吉資本開銷計劃的主要受惠者，加上公司已在Berantai油田開採出第一桶天然氣，預期公司將競標更多邊際油田合約。＂

MIDF研究也持相同看法，預見沙肯石油將是淺水、深水、浮動解決方案、維修與岸外裝配和營運（HUC）、邊際油田和管道工程等主要石油與天然氣業務的領跑者（Frontrunner）。

豐隆研究說，展望未來，沙肯石油與Seadrill公司結盟關係，加上其提昇岸外價值鏈能力將是強而有利的競爭優勢，相信公司擴展鑽探業務和完成Seadrill公司交易將是業務主要催化因素。

安聯研究指出，隨著89億令吉收購Seadrill公司所有鑽油井計劃將在今年4月杪完成，沙肯石油未來精彩可期，若將相關大型收購計劃因素反映在賬面上，相信公司4年複合年均每股盈利增長達43%。

“至於合約流方面，沙肯石油積極競標巴西國營石油公司（Petrobras）合約，並探討爭取泛馬輔管等工程，我們相信集團將在短期製造訂單將有所增加，而鋪管船也將有望接獲新工程。＂

巴西將是下個業務 成長動力來源

黃氏唯高達研究看好巴西將是下個業務成長動力來源，主要是沙肯石油積極競標巴西國營石油公司（Petrobras）第二鋪管工程，合約總值可能達到60億美元，儘管三大最終競標者競爭激烈，但相信公司將至少取得配套工程的一項計劃。

“此外，我們也看好沙肯石油在大馬業務前景，因國家石油公司將在今年頒發系列的製造、組裝和銜接工程。＂

有鑑於此，該證券行維持沙肯石油盈利預測不變，但不排除盈利目標有上調可能，因Seadrill公司鑽油井歷史獲利可能高於預期。

有望躋身30大成份股

另一方面，馬銀行研究指出，從2013年3月18日起，沙肯石油已被納入富時環球指數（FTSE All-World Index）和富時亞洲石油與天然氣指數內，而其MSCI大馬指數的1.7%比重也可能在5月進行評估，令其有望在5月/6月富時綜合指數評估中躋身30大成份股。

以併購Seadrill公司擴大資本基礎至59億6千400萬股為基準，沙肯石油市值可能增至180億令吉（假設股價沒有變化），將將排名馬股第22位（以市值計），較歸納為富時綜指成份股的25位考量條件來得高。（星洲日報／財經）



http://biz.sinchew.com.my/node/72077?tid=18

icy97

SAPURAKENCANA PETROLEUM BERHAD

Type	Announcement
Subject	OTHERS
Description	INCORPORATION OF NEW WHOLLY-OWNED SUBSIDIARY IN BRUNEI
The Board of Directors of SapuraKencana Petroleum Berhad (the “Company” or “SKPB”) wishes to announce that the Company had on 25 March 2013, been informed by the Registrar of Companies of Negara Brunei Darussalam that the incorporation of a new wholly-owned subsidiary of SKPB in Brunei known as SapuraKencana (B) Sdn Bhd (“SKB”) was approved on 20 March 2013. SKB was incorporated with an issued and paid-up share capital of Two Brunei Dollars (B$2.00) comprising two (2) ordinary shares of One Brunei Dollar (B$1.00) each. Kencana HL Sdn Bhd and Kencana Petroleum Ventures Sdn Bhd, both wholly-owned subsidiaries of SKPB, hold one (1) ordinary share each in the share capital of SKB. SKB is expected to be utilised in the furtherance to the future strategic plans of the Company. The incorporation of SKB is not expected to have any material effect on SKPB group’s earnings and net assets for the financial year ending 31 January 2014. None of the Directors and/or major shareholders of the Company or persons connected with them have any interest, direct or indirect, in the above incorporation of SKB. This announcement is dated 26 March 2013.

icy97

傳獲巴西國油70億合約‧沙肯石油展望正面

熱股評析  2013-04-01 18:30
（吉隆坡1日訊）市場消息指沙肯石油（SKPETRO，5218，主板貿服組）即將從巴西國油（Petrobras）手中攫取價值70億令吉的彈性裝管支援船（PSLV）合約，安聯研究直指上述消息非常正面，將進一步提昇該公司盈利能見度，重申該股“強烈買進＂評級不變。

消息說，巴西國油目前已和3位承包商進入最終洽談階段，最多將租用7艘彈性裝管支援船，沙肯石油與Seadrill各持50%股權的聯號公司Sapura Navgacao（SapuraN），料攫獲3艘550公噸船艦。

“根據建議，其中兩艘支援船將以每日29萬5千美元租金簽下8年合約，另外1艘則以每日30萬美元獲取5年合約。＂

安聯認為，假設SapuraN成功以上述價格攫取3艘支援船，意味該公司將攫獲總值70億令吉新合約，雖然合約價值及限期皆落後預期，進度卻讓人驚喜。

“由於相關船艦料耗時42個月時間才能遞交，這項合約料在2018財政年才能做出貢獻，假設營運賺幅為30%，意味須等至2018年才能兌現1億5千萬令吉聯號盈利。＂


具獲新訂單潛力

沙肯石油目前持有182億令吉合約在手，若再攫獲上述合約，訂單將增加至252億令吉，讓該公司未來12年盈利高枕無憂。

安聯強調，沙肯石油未來4年年均複合成長料高達43%，且深具新訂單潛力，維持目標價3令吉86仙不變，相等與2014財政年20倍本益比。（星洲日報／財經）

icy97

icy97 发表于 9-2-2013 02:49 AM

每股RM2.8 沙肯配售筹16.4 亿

财经新闻 财经  2013-04-04 11:56
（吉隆坡3日讯）沙布拉肯油（Skpetro，5218，主板贸服股）宣布签署股票配售协议，将配售5亿8700万股新股予投资者，发售价为每股2.80令吉，从而筹集超过16亿令吉。

新股配售旨在配合沙布拉肯油收购Seadrill有限公司的钻井平台业务计划。

集团预计，可从配售计划筹集16亿4360万令吉，资金将用于支付收购Seadrill钻机有限公司股权，以及上述收购活动的开销。

新股配售计划由联昌国际投行、马银行投行和联昌国际证券（新加坡）联合负责。

沙布拉肯油2月8日签署了买卖协议，将以29亿美元（约88.8亿令吉）收购Seadrill旗下所有钻井平台业务以整合两家公司相关业务，完成后公司将有18座钻井平台，成为全球最大钻井平台业者。[南洋网财经]

APURAKENCANA PETROLEUM BERHAD

Type	Announcement
Subject	MULTIPLE PROPOSALS
Description	SAPURAKENCANA PETROLEUM BERHAD (FORMERLY KNOWN AS SAPURA-KENCANA PETROLEUM BERHAD) (“SKPB” OR “COMPANY”) (I)        PROPOSED COMBINATION AND INTEGRATION OF THE RESPECTIVE TENDER RIG BUSINESSES OF SKPB AND SEADRILL LIMITED BY WAY OF THE ACQUISITION BY SAPURAKENCANA DRILLING PTE LTD (“PURCHASER”), A WHOLLY-OWNED SUBSIDIARY OF SKPB, OF: (A) THE ENTIRE ISSUED SHARE CAPITAL OF SEADRILL TENDER RIG LTD (“STRL”) (“STRL SHARES”); AND (B) 99% OF THE ISSUED SHARE CAPITAL OF PT NORDRILL INDONESIA (“PTNI”); AND (COLLECTIVELY REFERRED TO AS “PROPOSED TRANSACTION”) (II) PROPOSED PLACEMENT OF 587.0 MILLION NEW ORDINARY SHARES OF RM1.00 EACH IN SKPB (“SKPB SHARES”) AT AN ISSUE PRICE OF RM2.80 PER SKPB SHARE (“PROPOSED PLACEMENT”)
(Unless otherwise stated, all definitions and terms used in this announcement shall have the same meaning as defined in the announcement dated 8 February 2013 in relation to amongst others, the Proposed Transaction.) 1.             INTRODUCTION Reference is made to the announcements dated 8 February 2013, 13 February 2013, 19 March 2013 and 25 March 2013 in relation to, amongst others, the Proposed Transaction.   The Company wishes to announce that the Company has entered into a placement agreement with CIMB Investment Bank Berhad, Maybank Investment Bank Berhad and CIMB Securities (Singapore) Pte. Ltd. (collectively to be referred as the “Placement Agent(s)”) for the proposed placement of 587.0 million new SKPB Shares (“Placement Share(s)”) at an issue price of RM2.80 for each Placement Share (“Placement Price”) to investors (“Placement Agreement”). In view of this development, the Company also wishes to announce that it will be implementing the Proposed Placement, in place of the Proposed Base Placement and Proposed Additional Placement which were announced earlier. As the Company intends to utilise part of the proceeds from the Proposed Placement to satisfy the portion of the Initial STRL Price to be settled via the issuance of the REPS, the Purchaser will no longer issue REPS to the Seller at the STRL Closing. 2.             SALIENT TERMS OF THE PLACEMENT AGREEMENT The salient terms of the Placement Agreement are as follows: (i)         Procurement of placees by the Placement Agents Upon or as soon as practicable after the execution of the Placement Agreement, each Placement Agent severally and not jointly, as agent for the Company, shall use best endeavours to procure placees for the Placement Shares at the Placement Price in accordance with the Placement Agreement. (ii)               Subscription for the Placement Shares by the Placement Agents If the Placement Agents are unable to procure placees for the Placement Shares at the Placement Price in accordance with the Placement Agreement, the Placement Agents shall subscribe for the Placement Shares in accordance with the Placement Agreement. (iii)       Default by a Placement Agent If one or more of the Placement Agent defaults in the performance of its obligations to procure placees for the Placement Shares under the Placement Agreement (the “Defaulting Placement Agent”) (such Placement Shares in respect of which the Defaulting Placement Agent has defaulted in the performance of its obligations being referred to as the “Defaulted Shares”), the non-defaulting Placement Agent shall have the right, but not the obligation, within 24 hours thereafter to make arrangements to procure placees for or to subscribe for, the Defaulted Shares. If, however, the non-defaulting Placement Agent shall not have completed such arrangements within such 24-hour period or the Defaulted Shares are not otherwise fully subscribed and paid for within such 24-hour period, then the Defaulting Placement Agent shall subscribe for the Defaulted Shares in accordance with its obligations under the Placement Agreement. The abovementioned shall not relieve the Defaulting Placement Agent from liability for its default and damages resulting from and occasioned by such default. (iv)       Listing In the event the listing of the Placement Shares on the Main Market of Bursa Securities (“Listing”) does not occur by 29 April 2013 (or such other date as agreed between the Company and the Placement Agents), the Company and the Placement Agents will co-operate to procure the return to the placees or the Placement Agents, as the case may be, of their subscription monies (without interest thereon unless required by the law) for the Placement Shares in compliance with all applicable laws. (v)        Termination event If: (a)        the Listing has not occurred by 9.00 a.m. on 29 April 2013 (or such later date as agreed between the Company and the Placement Agents); or (b)        if the relevant conditions in the Placement Agreement are not satisfied or waived by each of the Placement Agents by the specified time and date; or (c)        if the Placement Agreement is terminated on or before such time and date, each a “Termination Event”, then, if at the time of the Termination Event the Placement Shares, have: (aa)       not been validly allotted and issued by the Company (or if allotted and/or issued, any such allotment and/or issuance is cancelled or rendered void by law), the Company undertakes to pay or procure the payment to the Placement Agents no later than two (2) business days after the date of the Termination Event, a sum equal to all monies paid by the Placement Agents for the purpose of or in connection with the issue, allotment and subscription of the Placement Shares; or (bb)      been validly allotted and issued by the Company, and a capital reduction is required for the gross proceeds raised from the Proposed Placement to be refunded to the Placement Agents or the placees, the Company undertakes to procure the capital reduction and a court order for the same, if required by law, as soon as possible after the date of the Termination Event, and pay or procure the payment to the Placement Agents within two (2) business days after the date of such capital reduction taking effect, a sum equal to all monies paid by the Placement Agents for the purpose of or in connection with the issue, allotment and subscription of the Placement Shares, of which all interests payable under any applicable laws on the amount to be refunded by the Company shall be borne and paid by the Company. (vi)       Conditions of the Placement Agreement The obligations of the Placement Agents to subscribe or procure placees for the Placement Shares are conditional upon, amongst others, the following: (a)        Approval by Bursa Securities Approval by Bursa Securities for the Listing (and such approval not subsequently being revoked) and remaining in full force and effect prior to 26 April 2013 (or such other date as agreed between the Company and the Placement Agents) and continuing in place thereafter until the Placement Shares are listed on the Main Market of Bursa Securities. (b)        Approval of the shareholders of the Company The approval of the shareholders of the Company having been obtained for the Proposed Transaction and Proposed Placement on or before 23 April 2013 (or such other date as agreed between the Company and the Placement Agents). (c)        Notice on status of conditions in the SPA The delivery by the Company to the Placement Agents by no later than 10.00 a.m. on 24 April 2013 (or such other date as agreed between the Company and the Placement Agents) a confirmation, to the satisfaction of the Placement Agents, that all the STRL Conditions and PTNI Conditions as set out in the SPA have been satisfied or waived and if any condition that have not been fully satisfied or waived, they can and will be satisfied by 15 May 2013 and that as far as the Company is aware, after due and careful enquiry, nothing has come to the Company’s or the Purchaser’s attention that the Proposed Transaction will not be completed on or before 31 May 2013 for any reason whatsoever.   (d)        Completion of the SPA The SPA has not been terminated, no event has occurred or threatened to occur which prevents the completion of the Proposed Transaction. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1245609 This announcement is dated 3 April 2013.

icy97

SAPURAKENCANA PETROLEUM BERHAD

Type	Announcement
Subject	OTHERS
Description	INCORPORATION OF NEW WHOLLY-OWNED SUBSIDIARY IN LABUAN
The Board of Directors of SapuraKencana Petroleum Berhad (the “Company” or “SKPB”) wishes to announce that the Company had, on 1 April 2013, incorporated a new wholly-owned subsidiary in Labuan known as SapuraKencana Drilling Pte Ltd (“SK Drilling”). The issued and paid-up share capital of SK Drilling is United States Dollar One Hundred (USD100.00) divided into One Hundred (100) ordinary shares of United States Dollar One (USD1.00) each. SK Drilling is expected to be utilised in furtherance to the future strategic plans of the Company. The incorporation of SK Drilling is not expected to have any material effect on SKPB group’s earnings and net assets for the financial year ending 31 January 2014. None of the Directors and/or major shareholders of the Company or persons connected with them have any interest, direct or indirect, in the above incorporation of SK Drilling. This announcement is dated 3 April 2013.

icy97

Seadrill 钻机近完购 沙肯石油盈利再增亮点

财经新闻 财经  2013-04-06 13:01
（吉隆坡5日讯）沙肯石油（Skpetro，5218，主板贸服股）宣布新股配售后，预计可在4月杪完成收购Seadrill钻井平台业务，未来盈利可望大幅增长。

沙肯石油原计划透过配售2.86亿股和发行2.73亿优先股集资，最新计划则二合为一、取消发行优先股及配售5.8亿新股。

新股配售一旦完成，沙肯石油股本将扩大至59.9亿股，尽管短期内可能会稀释每股盈利，但投资者将更注重公司完成收购Seadrill钻机后可带来的显著盈利贡献。

推高获利

安联研究分析员预计，集团截至2014年1月31日财年每股盈利可增84%，除了受益与Seadrill钻机，沙布拉石油（Sapcres）与肯油企业（Kencana）合并后全面性贡献及新资产都将推高获利。

Seadrill钻机总值29亿美元（约89.7亿令吉），旗下18座钻井平台可增加沙布拉肯油合约订单总值、从目前的136亿令吉至182亿令吉。

其中，部分钻井平台合约期至2019年，预计中长期将继续贡献盈利。

此外，集团也放眼获得一些潜在合约，包括巴西石油公司（Petrobras）的70亿令吉合约，以及泛马公司（Pan Malaysia）的长期合约。

新股配售价诱人

安联研究分析员认为，沙肯石油每股2.80令吉的配售价相当吸引人，比集团周三闭市时的3.04令吉低8%，更比安联研究的3.86令吉目标价低27%。
分析员看好沙肯石油前景亮丽，给予“强力买进”的投资评级，4年每股盈利复合增长率43%。

盈利主要来自Seadrill钻井平台业务，182亿令吉的合约订单，以及巴西石油公司的新资产在2015年开始运作的贡献。

分析员均给于该股“买入”或以上的评级，目标价介于3.70令吉至4.15令吉之间。[南洋网财经]

sengtong88

@williamnkk81
我收到沙肯的一本厚厚的书..
请问有谁也收到? 那是做什么的呢?