【ALAM 5115 交流专区】环境海事资源

icy97

新合约正面　环境海事股价不起反跌

财经 2014年5月5日
（吉隆坡5日讯）自上週环境海事资源（ALAM，5115，主板贸服股）贏取总值2亿4800万令吉的工程后，大部份分析员纷纷认为，该公司的前景良好，並给予「买进」和「超越大市」投资评级。        

然而，此项正面消息並没有带动环境海事资源在周一的股价走势，该股不起反跌，早盘跌5仙或3.17%，以1.53令吉休市。

午盘交易，该股在1.53至1.54令吉窄幅波动，最后同样以1.53令吉结束全天交易，成交量为301万零800股。

环境海事资源上周五发文告宣布，其旗下子公司--大马Alam Swiber岸外私人有限公司与马海事重工程（MHB，5186，主板工业股）和其联营伙伴Technip国际油气公司，正式签署总值2亿4800万令吉的工程、採购、建筑、安装及调试（EPCIC）合约，即日生效。

回顾2013年10月，Technip国际油气公司和马海事重工程（MHB，5186，主板贸服股）的联营公司，获得国家石油勘探（Petronas Carigali）颁发的SK316项目中，发展两项位于砂拉越民都鲁以北约180公里的油田工程、採购、建筑、安装与调试（EPCIC）合约，为期两年。

艾芬投行分析员指出，该合约並没有进一步的详情，相信合约范围將包括安装工程及提供支援船予马海事重工程在SK316区的工程、採购、建筑、安装及调试（EPCIC）计划。

另一方面，根据大马研究分析员所了解，以上合约价值的20%將在2014財政年认列，剩余的则在2015財政入帐。

改善净利能见度

该分析员补充说，假设该合约的税前赚幅为15%，將为环境海事资源2014和2015財政年盈利，分別带来300万令吉和1100万令吉的贡献。

此外，肯纳格研究分析员指出，这是环境海事资源在2014財政年贏得的第2项合约，將该公司今年以来的新合约总值推高至3亿零680万令吉。

整体而言，艾芬投行分析员相信，这项新合约可以提振环境海事资源合约订单和改善运输和组装（T&I）业务的净利能见度。

他相信，Alam Swiber岸外的主要资產，即1MAS-300铺管驳船目前閒置，因此，获得此项新合约后，可以增加公司的资產使用率，从而推动2014年下半年或2015年的净利贡献。

同时，肯纳格研究分析员透露，环境海事资源有计划与3家公司洽谈成为泛马油气计划（Pan Malaysia）旗下的运输和组装合约的分包商。

维持財测评级

无论如何，分析员皆维持环境海事资源的盈利预测，因为新合约的价值是在它们所预测的范围之內。

艾芬投行分析员说，维持环境海事资源的净利预测，因为其预测已经预估该公司將贏得总值2亿5000万令吉至3亿令吉的海底及岸外安装与施工（OIC）合约。

同样的，肯纳格研究分析员也指出，他的预测已经將Alam Swiber岸外私人有限公司的1亿5000万至2亿令吉潜在营业额计算在內。

大马研究分析员则预测，运输和组装和深水合约，在2014和2015財政年的营业额贡献，分別是1亿5000万至2亿令吉。

因此，艾芬投行和大马研究分析员维持该股「买进」投资评级，分別给予1.83和2.05令吉的目標价。

而肯纳格研究分析员则给予该股「超越大市」投资评级和2.10令吉的目標价。【东方网财经】


获2.58 亿合约激励 世界海事探进上游受看好
财经新闻 财经  2014-05-06 12:27
http://www.nanyang.com/node/618961?tid=462

icy97

環境海事業務看俏？

2014-05-25 19:20      

讀者X問：
環境海事資源（ALAM，5115，主板貿服組）最新的業務有甚麼？可買進嗎？

答：
環境海事資源最新的業務進展是，宣佈其持50%股權的聯營公司Alam Swiber岸外（馬）公司（ISO），和Geoproduction（馬）私人有限公司及大馬海事重工私人有限公司（MMHE）達致協議，合作在大馬水域進行工程、採購、建築、裝置和啟用活動，合約價值2億4千800萬令吉，料將立即啟動。

這是環境海事資源今年來的第二份合約，該集團今年至今已贏得共3億零680萬令吉合約。據管理層指出，此合約中的20%在今年入賬，80%為明年，因此以15%賺幅計算，2014-15財政年將可分別獲利370萬令吉和1千490萬令吉。

肯納格研究表示，此消息是正面進展，但對此合約持“中和”看法，因一早已在2014-15年財預中納入ASO公司的1億5千萬令吉至2億令吉的營業額。

大馬研究也保持財測不變，因已假設其運輸裝配及水底服務部門可在2014-15財政年取得1億5千萬至2億5千萬令吉營收。

不過此合約對環境海事資源前景有利，該公司的運輸裝配及水底服務部門在去年第四季因季節性的低訂單而蒙受900萬令吉虧損。

另外，大馬研究對環境海事資源預料收購一艘8千萬美元潛水支援船的51%股權持正面看法，這可帶來每日船費8萬至12萬美元。

該集團也希望獲取大馬檢測與維保（IRM）計劃的顯著工程，未來3年潛在價值18億至20億令吉，該計劃早前頒給Offshoreworks集團，惟後者面對財務困難。

大馬研究認為，此潛水支援船將在長期推動盈利，令市場平均財測極可能在未來一、二年上調。

兩家證券行給予超越大市及買進的評級，目標價介於2令吉零5仙至2令吉10仙。（星洲日報／投資致富‧投資問診‧文：李文龍）

icy97

環海資源獲7095萬合約

財經27 May 2014 22:09
（吉隆坡27日訊）環海資源（ALAM，5115，主要板貿易）截至3月底首季，淨利按年下滑30%至1559萬令吉；營業額下跌15%至7915萬令吉。　

岸外支援船隻（OSV）平均使用率下滑，是公司首季業績遜色主因。

此外，環海資源向馬證交所報備，環海資源私人有限公司的4艘船和1艘供應船獲得續約，總值7095萬令吉。

其中供應船長期租約將在今年8月開始生效，長達1年時間；另外4艘船具3年合約，從今年9月開始生效。上述合約相信會對公司盈利和淨有形資產作出正面貢獻。【中国报财经】

Type	Announcement
Subject	OTHERS
Description	EXTENSION OF CONTRACT FOR THE PROVISION OF FOUR UTILITY TUGS/VESSELS AND ONE STRAIGHT SUPPLY VESSEL
INTRODUCTION The Board of Directors of Alam Maritim Resources Berhad ("ALAM” or "the Company") is pleased to announce that its wholly-owned subsidiary, Alam Maritim (M) Sdn Bhd, had recently received Letters of Extension from an established oil major confirming its intention to exercise the option to extend the existing charter contracts for four utility tugs/vessels and one straight supply vessel for a total contract sum of approximately RM70.95 million (“the Contracts”). The Contracts were duly accepted by the subsidiary company. DETAILS OF THE CONTRACTS The Contracts are for long term charters of one (1) year for one (1) straight supply vessel effective from August 2014 and three (3) years for four utility tugs/vessels effective from September 2014. FINANCIAL EFFECTS The Contracts, valued at approximately RM70.95 million, are expected to contribute positively to the earnings and net tangible assets of ALAM for the financial year ending 31 December 2014 and beyond. Notwithstanding this, the Contracts are 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 contracts are mainly operational risks such as accidents and unexpected breakdown of vessels. In mitigating such risks, 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 Contracts. DIRECTORS' STATEMENT The Board of Directors of AMRB is of the opinion that the acceptance of the abovementioned Contracts is in the best interest of the Company. The announcement is dated 27 May 2014.

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31/03/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/03/2014	31/03/2013	31/03/2014	31/03/2013
		$$'000	$$'000	$$'000	$$'000

1	Revenue	79,154	93,223	79,154	93,223
2	Profit/(loss) before tax	15,170	25,063	15,170	25,063
3	Profit/(loss) for the period	15,210	23,998	15,210	23,998
4	Profit/(loss) attributable to ordinary equity holders of the parent	15,590	22,249	15,590	22,249
5	Basic earnings/(loss) per share (Subunit)	1.90	2.80	1.90	2.80
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 ($$)	0.7800		0.7600

icy97

环境海事今年业绩平稳　明年更佳

财经 2014年6月2日
（吉隆坡2日讯）环境海事资源（ALAM，5115，主板贸服股）相信2014財政年业绩將维持平稳，而隨著新船在年底交收，2015財政年表现將会更好。       

环境海事资源董事经理拿督阿兹米阿末在今日股东特大后的记者会上，发表有关谈话。

他指出，鉴於油气活动放缓，该公司2014財政年首季营业额也隨之走低，但次季相信將会稍微好转。虽然如此，该公司估计末季的油气活动会再次放缓，因此，今年全年的表现只是维持平稳。

阿兹米阿末透露，隨著收购新潜水支援船（DSV），料將对该公司带来新收入来源，並將对净利作出贡献。然而，收购新船活动，將於今年杪完成，所以在2015財政年才可作出全面贡献。

展望未来，阿兹米阿末说，油气领域今年的营运环境仍充满挑战，因陆续有更多新公司加入，导致竞爭加剧。虽然如此，他也相信，市场还是有许多成长的空间，这也是该公司收购新潜水支援船的原因。

此外，他也透露，该公司目前所竞投的合约总值为20亿令吉，估计成功率为20%左右。而环境海事资源目前合约订单则为12亿令吉。

针对私下配股给丹斯里郭令灿旗下的AssociatedLand及傅仰峰持有的Caprice Capital，阿兹米阿末披露，该公司私下配售该批股票予此两家公司，主要是希望可以尽快筹得收购船只所需要的资金。

他解释说，私下配股比在公开市场上发股，程序上將会更快完成。

除此之外，两名股东原本均已涉足油气领域，因此，他也预期，新股东的加入將会带来协同效应，也为环境海事资源创造更多的商机。

环境海事资源今年4月，与AssociatedLand及Caprice Capital签署股票认购协议，发行1亿2300万股，或相等於15.35%的新股予这两名买家，售价是每股1.35令吉。

同时，此项计划下获得的1亿6605万令吉当中，6717万令吉將用作收购新船及营运资金的用途，9508万令吉作为偿还银行贷款，其余则支付私下配售活动费用。而在6717万令吉资金中，3966万令吉用作收购1单位的支援船的部分融资。

该公司在今日的股东大会上寻球股东针对这项建议作出表决。有关议案已经获得通过。【东方网财经】

icy97

ALAM MARITIM RESOURCES BERHAD

1. Details of Corporate Proposal
Whether the corporate proposal involves the issuance of new type and new class of securities?	No
Types of corporate proposal	Others
Details of corporate proposal	Issuance and allotment of 123,000,000 new ordinary shares of RM0.25 each in Alam Maritim Resources Berhad ("ALAM") ("Subscription Share(s)") to Associated Land Sendirian Berhad and Caprice Capital Intl Ltd at an issue price of RM1.35 per Subscription Share, for an aggregate consideration of RM166.05 million to be satisfied in cash
No. of shares issued under this corporate proposal	123,000,000
Issue price per share ($$)	MYR 1.350
Par Value ($$)	MYR 0.250
Latest issued and paid up share capital after the above corporate proposal in the following
Units	924,460,921
Currency	MYR 231,115,230.250
Listing Date	09/06/2014

icy97

Notice of Interest Sub. S-hldr (29A)

ALAM MARITIM RESOURCES BERHAD

Particulars of Substantial Securities Holder

Name	Caprice Capital International Ltd
Address	P.O Box 957, Offshore Incorporations Centre Road Town, Tortola British Virgin Islands
NRIC/Passport No/Company No.	1713922
Nationality/Country of incorporation	British Virgin Islands
Descriptions (Class & nominal value)	Ordinary shares of RM0.25 each in Alam Maritim Resources Berhad
Name & address of registered holder	CIMSEC Nominees (Asing) Sdn Bhd Level 13, Menara CIMB Jalan Stesen Sentral 2 50470 Kuala Lumpur Sentral Kuala Lumpur Maybank Nominees (Asing) Sdn Bhd 14 Floor, Menara Maybank 100, Jalan Tun Perak 50050 Kuala Lumpur

Date interest acquired & no of securities acquired
Currency	Malaysian Ringgit (MYR)
Date interest acquired	05/06/2014
No of securities	63,000,000
Circumstances by reason of which Securities Holder has interest	Subscription of new ordinary shares of RM0.25 each in Alam Maritim Resources Berhad.
Nature of interest	Direct interest
Price Transacted ($$)	1.350
Total no of securities after change
Direct (units)	65,440,000
Direct (%)	7.08
Indirect/deemed interest (units)	0
Indirect/deemed interest (%)	0
Date of notice	11/06/2014

icy97

华商控股1亿 入股世界海事子公司

财经新闻 财经  2014-06-25 11:24
（吉隆坡7日讯）华商控股（WASEONG，5142，主板工业产品股）以1亿600万令吉，购入世界海事（ALAM，5115，主板贸服股）间接子公司的49%股权。

根据文告，华商控股子公司Wasco能源，与Armada投资控股签署协议，购入Alam-PE控股49%股权。

Alam-PE控股另一股东，为世界海事子公司世界海事（纳闽）公司。

世界海事另在文告中指出，已与Wasco能源达成联营协议，两者在Alam-PE的持股比例，分别为51%和49%股权。

华商控股表示，这项收购符合公司长期策略，即扩大盈利基础，降低油气领域以合约为收入基础的波动。【南洋网财经】

ALAM MARITIM RESOURCES BERHAD

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	THE JOINT VENTURE BETWEEN ALAM MARITIM (L) INC, A WHOLLY-OWNED SUBSIDIARY OF ALAM MARITIM RESOURCES BERHAD WITH WASCO ENERGY LTD
INTRODUCTION The Board of Directors of Alam Maritim Resources Berhad ("AMRB") is pleased to announce that its wholly owned subsidiary; Alam Maritim (L) Inc ("AMLI") had on 24 June 2014 signed a Joint Venture Agreement ("JVA") with Wasco Energy Ltd (WASCO), a wholly-owned subsidiary of Wah Seong Corporation Berhad. AMLI is a company incorporated in Malaysia and is involved in the business of an investment holding company and ship owning. WASCO is an exempted company limited by shares incorporated in Bermuda and is involved in the business of an investment holding company, which subsidiaries operate in the oil and gas industry. This JVA shall be effective on the date upon which WASCO become a shareholder of Alam-PE Holdings (L) Inc ("Alam-PE"). BACKGROUND Prior to the above JVA, AMLI and Armada Investment Holding Ltd ("ARMADA"), a subsidiary of CIMB Private Equity Sdn Bhd had entered into Joint Venture Agreement on 30 October 2008 to form a joint venture company (for the purpose of jointly investing and acquiring vessels to be chartered to AMLI) known as Alam-PE, whereby AMLI and ARMADA owned 49% and 51% stake respectively in Alam-PE. Alam-PE’s principal activity is investment holding, while its subsidiaries are principally engaged in the ship owning and chartering offshore supply vessels, and ship management services. THE TRANSACTIONS Following the Share Sale Agreement dated 24 June 2014 between WASCO and ARMADA, WASCO had agreed to acquire 6,860,000 ordinary shares which represent 49% of the entire issued and paid-up share capital of Alam-PE from ARMADA. AMLI who presently holds 6,860,000 ordinary shares in Alam-PE will be increasing its stake to 7,140,000 ordinary shares representing 51% of the entire issued and paid-up share capital of Alam-PE. SALIENT TERMS AND CONDITIONS OF THE JVA The salient terms and conditions of the JVA include, inter alia, the following: (1)        Alam-PE Shares (i)The registered holders of the Alam-PE Shares ("Shareholders") agree that the holdings of the Alam-PE Shares shall, unless otherwise varied in accordance with the provisions of the JVA, be maintained at all times in the following proportions ("Equity Participation"): Shareholders Shareholding in Alam-PE AMLI 51% Wasco 49% Total 100% The Shareholders further agree that despite the above Equity Participation, Alam-PE shall be operated as a jointly controlled entity. (ii)        The shareholdings (including any further issue(s) and allotment(s) in the share capital of Alam-PE with the agreement of the Shareholders) of the Shareholders shall at all times be in the proportion of the Equity Participation, provided always that in the event of any of the Shareholders fails and/or neglects to take up its entitlement to the issue(s) and allotment(s) aforesaid, then the other Shareholder shall be entitled to subscribe to such entitlements not taken up. For the avoidance of doubt, all subscriptions for the issue(s) and allotment(s) of the Alam-PE Shares shall be paid-up in full and paid for in cash unless otherwise agreed to by the Shareholders. (iii)In the event that a third party wishes to be a registered member of Alam-PE, the Shareholders shall procure that the third party enters into a covenant to be bound by the terms and conditions of the JVA as though such third party were an original Shareholder. (2)        Dividend policy Each Shareholder shall take such action as may be necessary to procure that Alam-PE distributes dividends in respect of each financial year, such amount as the board of directors of Alam-PE (or the Directors (meaning the directors or alternate directors of Alam-PE) present or deemed present at a duly convened meeting of the Directors at which a quorum is present or deemed to be present in accordance with the terms of the JVA) ("Alam-PE Board"), after ensuring that there are adequate reserves, may recommend out of the profits of Alam-PE from time to time. Unless otherwise mutually agreed upon by the Shareholders, it is the intention of the Shareholders that, subject to appropriation of profits for proper and prudent reserves, substantially the whole of the profits of Alam-PE each year shall be distributed as dividends PROVIDED ALWAYS that the dividend policy as aforementioned shall take into consideration the liquidity, the working capital and the capital commitment of Alam-PE. (3)        Prohibition from transfer Except as otherwise provided for in the JVA, none of the Shareholders shall, except with the prior written consent of the other Shareholder, sell, dispose, assign or transfer any of its Alam-PE Shares. Notwithstanding the same, the JVA Parties recognise the grant of right of first refusal and tag along rights to be exercised by the JVA Parties as illustrated in Sections 4 and 5 below. (4)        Pre-emption rights of first refusal Subject to Section 3 above and without prejudice to Section 5 below, no Shareholder ("Transferring Party") shall sell, dispose, assign or transfer any of its Alam-PE Shares otherwise than in accordance with the provisions contained in the JVA. In the event that a Transferring Party desires to sell, dispose, assign or transfer any of its Alam-PE Shares, pursuant to a bona fide offer from a third party, the Transferring Party shall promptly give notice ("Transfer Notice") thereof to each of the other Shareholders (each, a "Non-Transferring Party"). The Transfer Notice shall set forth the following information with respect to the proposed transfer: the subject interest; the name and address of the prospective acquirer; each company that controls the prospective acquirer; and the purchase price including sufficient detail concerning any non-cash portion thereof (if any) so that the Non-Transferring Parties may reasonably determine the fair market value of such non-cash consideration ("Offer Price"). iii.If the third party is established as a competitor to the Non-Transferring Parties, then the Transferring Party will undertake to decline the offer made by the third party and seek other interested parties within a specified time as mutually agreed by the JVA Parties. iv. Regardless of Section 4(iii) above, the Non-Transferring Parties shall (in proportion to their shareholdings) have a ‘Pre-emptive Right of First Refusal’ to acquire all or part of the subject interest described in the Transfer Notice, exercisable by giving written notice to the Transferring Party at any time within seven (7) business days after receipt by all of the Non-Transferring Parties of the Transfer Notice. Such acquisition shall be for a purchase price equal to the Offer Price set forth in the Transfer Notice and on terms not less favourable as being offered to other interested parties. v. If all of the Non-Transferring Parties elect not to exercise the Pre-emptive Right of First Refusal or if any of the Non-Transferring Party is unable to pay the purchase price within the specified time frame as mutually agreed by the JVA Parties, then such remaining portion shall be offered to the other Non-Transferring Parties and thereafter, the Transferring Party shall be entitled to sell or transfer its Alam-PE Shares to other interested parties. vi. However, if there are no other interested parties, then the Shareholders shall undertake an asset sale of the Vessels with a view of voluntarily winding up Alam-PE. (5)        Tag along rights Where any Transferring Party desires to transfer directly or indirectly any or all of its Alam-PE Shares to a third party, who is not at such time a Shareholder, whether in one (1) transaction or a series of related transactions, the Transferring Party shall not be permitted to do so (save for transfers of the Alam-PE Shares to related corporations) unless the other Non-Transferring Parties shall have been given the option to sell all (and not some only) or such portion as it (the other Non-Transferring Parties) may at its sole discretion determine, of its Alam-PE Shares to such third party. The price shall not be less than the Offer Price under Section 4(ii)(d) above and otherwise on not more favourable terms than that previously offered to the other Non-Transferring Parties by the Transferring Party under Section 4(ii) above. The tag along option is exercisable by the other Non-Transferring Parties by it/them giving written notice to the Transferring Party at any time during such offer period stating that it/they will sell to the third party(ies) all or a portion of its/their Alam-PE Shares. The Transferring Party shall procure that the third party enters into a binding agreement with the other Non-Transferring Parties to acquire their Alam-PE Shares, as a pre-condition to the sale by the Transferring Party of its Alam-PE Shares to the third party. The Transferring Party shall not be permitted to sell its Alam-PE Shares to the third party unless the third party simultaneously acquires the Alam-PE Shares offered by the other Non-Transferring Parties in the exercise of its option under this Section. (6)        Financial requirements It is agreed that the financial requirements of Alam-PE shall be met by way of borrowings from financial institutions. The Shareholders shall each use reasonable endeavours to procure that the requirements of Alam-PE for working capital to finance the business of ship owning and chartering OSVs, and ship management services and other related services unless otherwise agreed by the JVA Parties, are met by borrowings from financial institutions and other similar sources or utilising any other mode of raising finance as the Alam-PE Board deems fit on the most favourable terms reasonably obtainable as to interest, repayment and security, but without allowing a prospective lender the right to participate in the share capital of Alam-PE as a condition for making the loan. The JVA Parties shall not be required to provide any form of financial assistance or security (including the furnishing of any guarantee) for Alam-PE unless otherwise mutually agreed upon. (7)        Directors of Alam-PE Board of directors Unless otherwise agreed by the Shareholders in writing, the number of directors in Alam-PE shall consist of four (4) directors of whom: two (2) directors nominated by AMLI; and two (2) directors nominated by Wasco. ii. Manner of appointment and removal Each Shareholder shall be entitled to: remove any director nominated by such Shareholder and to appoint a successor to such removed director; and BB. fill any vacancy to the Alam-PE Board arising from the vacation of office by any of its nominees thereto. Every such nomination and removal shall be in writing and signed by an authorised representative of the relevant Shareholder and delivered to the registered office of Alam-PE. b. All Shareholders shall take all necessary actions to procure and ensure the election of such nominees to the Alam-PE Board. (8)        Events of default If: any of the Shareholders ("Defaulting Party") commits a material breach of the JVA, which is incapable of being remedied or being capable of remedy is not remedied within thirty (30) days from the date on which notice requiring it to do so shall have been given to it by any of the other Shareholders; or an order is made or an effective resolution is passed for winding up or dissolution of any of the Defaulting Party; or a receiver, receiver and manager, official manager, provisional liquidator, liquidator, or like official is appointed over the whole or a substantial part of the undertaking and property of any of the Defaulting Party; or a holder of an encumbrance takes possession of the whole or any substantial part of the undertaking and property of any of the Defaulting Party; or there is a change in control and ownership in any of the Shareholders; or the Defaulting Party fails to proceed regularly and diligently perform its obligations as set out in the JVA; or the Defaulting Party, without any reason acceptable by the other JVA Party suspends performance of all or any of its obligations under the JVA. 9. Term The JVA shall come into force and effect as from the date of the JVA and shall continue in force and effect until the first occurrence of any of the following events: the listing and quotation of Alam-PE on any recognised stock exchange; or the termination of the JVA by mutual consent of all the Shareholders; or the termination of the JVA pursuant to Section 8 above. ii. Upon termination of the JVA for any reason whatsoever the obligations of the Shareholders shall cease provided always however that such termination shall not release any Shareholder from any liability which at any time of such termination has already accrued to the other Shareholder or Shareholders or which may accrue thereafter in respect of any act, omission or breach prior to such termination. FINANCIAL EFFECTS The completion of the JVA is not expected to have any material effects on the share capital and shareholding structure of AMRB. APPROVAL REQUIRED The execution of the JVA has been approved by the respective Boards and is not conditional upon the approval of the AMRB’s shareholders or any approvals being obtained from any relevant authorities. 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 JVA save for the following: Datuk Azmi bin Ahmad and Shaharuddin bin Warno @ Rahmad are the Directors and Major Shareholders of AMLI and while Datuk Azmi bin Ahmad is the Director of ALAM-PE with Shaharuddin bin Warno @ Rahmad being his alternate; Mohd Abd Rahman bin Mohd Hashim is Major Shareholder of AMLI and ALAM-PE. DIRECTORS' STATEMENT The Board of Directors of AMRB is of the opinion that the execution of the JVA in the best interest of the Group. This announcement is dated 24 June 2014.

icy97

券商買進心頭好．與華商機構聯營獲看好 環海資源可分得一杯羹

財經股市25 Jun 2014 22:00

券商：肯納格證券研究
目標價：1.86令吉

環海資源（ALAM，5115，主要板貿易）將Alam-PE控股49%股權，以1億600萬令吉價碼脫售給華商機構（WASEONG，5142，主要板工業）獲看好，主要是可受惠于后者在油氣業的強勢曝光率。

環海資源透過子公司Armada投資與華商機構子公司Wasco Energy簽署聯營協議，后者從聯昌-PE（ CIMB-PE）購得Alam-PE控股49%股權。

我們對于聯昌-PE脫售該批股權不感意外，因為私募基金向來人堇是短期持有，但我們對于華商機構接手這批股權較為感意外，因為該公司向來以塗層（coating）業務為主。

無論如何，我們認為這對環海資源而言是件正面發展，因為華商機構在油氣岸外的曝光率極為強勁；同時，華商機構持有必達能源（PENERGY，5133，主要板貿易）部分股權，相信環海資源或間接分得一杯羹。

隨著環海資源6月9日完成私下配售后，基于省下的利息，我們將稍微上調該公司2014及2015財年財測2%及3.4%；但沒有因上述股權轉手而調整收益預測。

在完成私下配售后，我們亦調整該公司的目標價格，從原本的2.09令吉下修至1.86令吉，但2015年本益比維持在15倍。

環海資源25日（週三）全日遊走介于 1.56至1.58令吉之間，閉市時平盤報1.57令吉，成交量160萬9400股。【中国报财经】

icy97

竞標20亿合约　环境海事料夺25%

财经 2014年6月27日
（吉隆坡27日讯）寻求合约订单总值从目前的13亿令吉增长20%的环境海事资源（ALAM，5115，主板贸服股）表示，该公司正在竞投总价值20亿令吉的合约，並预测可以贏得占竞標总值20%至25%的合约，即4亿至5亿令吉。       

环境海事资源董事经理拿督阿兹米阿末透露，该公司正在竞標合约的过程，预料可在下个月季度公布竞標相关合约的详情。

「公司对于有机会涉及岸外支援油船（OSV）第三轮的合约竞標，感到乐观，相关合约颁发预计將在今年第三季初揭晓。」

阿兹米今天出席该公司召开的股东常年大会后的记者招待会上，如此表示。

环境海事资源是国內一家综合油气服务供应商。

阿兹米阿末透露，该公司有信心可贏得总竞投价值的20%至25%合约。

此外，他指出，目前岸外支援油船依然是该公司盈利的主要贡献来源，紧接著是岸外安装与施工（OIC），以及水下工程和潜水服务。

「岸外支援油船业务將继续成为公司盈利的最大贡献来源，但我们也努力提升岸外安装与施工，和水下工程和潜水服务的贡献比重。」

针对水下工程业务，阿兹米称，隨著公司贏得价值2亿2000万令吉的合约，让市场对该公司改观，即从船只营运者，成功转型成多元的油气服务供应商。

持开放態度

另外，当询及是否与其他公司进行併购或联营时，他表示，该公司暂无成立联营公司的计划；不过，对任何潜在机会，持开放及欢迎的態度。

今天闭市时，环境海事资源报1.57令吉，全天起2仙或1.29%，成交量为114万2900股。

环境海事资源是今年备受市场关注的油气股之一，主要是因为该公司获得丰隆集团掌舵人丹斯里郭令灿的青睞，在今年4月时宣布参股该公司。

回顾今年4月23日，环境海事资源宣布將以每股1.35令吉，发行1亿2300万股新股，或相等于15.35%股权，予郭令灿旗下的公司--Associated Land私人有限公司及Caprice资本国际有限公司，以集资1亿6605万令吉，作为收购新船及偿债用途。

Associated Land是丰隆公司（大马）有限公司的间接子公司；而Caprice资本国际则是一家在英国维京岛註册的公司，主要股东是傅仰峰。

根据《彭博》资料，傅氏在2008至2010年期间曾担任丰隆集团旗下的国浩置地（Guoco，1503，主板產业股）董事经理，也曾担任丰隆管理公司（HL Management Co）的董事经理。

郭令灿旗下的油气投资，包括TH重工业（THHeavy，7206，主板贸服股），以及在4月中宣布以1亿5500万美元（5亿零840万令吉）认购新加坡上市油气集团Ezion的7.6%股权。【东方网财经】

icy97

丰隆加码世界海事

财经新闻 财经  2014-08-03 10:54
（吉隆坡2日讯）丰隆集团再增持世界海事（ALAM，5115，主板贸服股）288万股，至今共持有后者6288万股或6.8%股权。

根据世界海事呈马交所资料，该集团是通过丰隆保险（Hong Leong Assurance）于本月23日收购最新一批股权。当时，世界海事是以每股1.54令吉的价格挂收。

早前，该公司也报备，大股东SARVenture控股于25日。

以平均1.53令吉的价格，通过场外脱售了360万股。

经过最近的交易后，SAR Venture控股在世界海事的直接持股权，已降至3亿3041万股或35.74%。

早前，丹斯里郭令灿和友人傅仰峰联手，入股世界海事。

世界海事以每股1.35令吉，发行1.23亿新股或15.35%股权予两家分别由郭令灿和友人傅仰峰掌控的公司。

当时，完成发行后，郭令灿通过丰隆持有世界海事的6.49%股权，傅仰峰则持有6.81%股权。

两人早在今年初就已联手入股史格米能源服务（SCOMIES，7045，主板贸服股）。【南洋网财经】

Name	Tan Sri Quek Leng Chan
Address	Level 11, Wisma Hong Leong 18, Jalan Perak 50450 Kuala Lumpur
NRIC/Passport No/Company No.	430812-71-5133
Nationality/Country of incorporation	MALAYSIAN
Descriptions (Class & nominal value)	Ordinary shares of RM0.25 each in Alam Maritim Resources Berhad
Name & address of registered holder	Hong Leong Assurance Berhad Level 8, Wisma Hong Leong 18, Jalan Perak 50450 Kuala Lumpur

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Date of change	No of securities	Price Transacted (RM)
Acquired	23/07/2014	2,880,000

Circumstances by reason of which change has occurred	Deemed interest
Nature of interest	Deemed interest
Direct (units)
Direct (%)
Indirect/deemed interest (units)	62,880,000
Indirect/deemed interest (%)	6.802
Total no of securities after change	62,880,000
Date of notice	30/07/2014

icy97

环境海事资源次季净利跌3.43%

财经 2014年8月21日
（吉隆坡21日讯）环境海事资源（ALAM，5115，主板贸服股）2014財政年次季（截至6月30止）净利为2148万令吉，相较於去年同期的2224万令吉，下滑3.43%。

营业额则为8205万令吉，较於去年同期的9322万令吉，下跌11.98%。

首6个月而言，该公司净利从去年同期的5168万令吉，滑落29.73%，至3631万令吉；营业额则从去年同期的1亿6704万令吉，下降3.5%，至1亿6120万令吉。【东方网财经】

SUMMARY OF KEY FINANCIAL INFORMATION 30/06/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/06/2014	30/06/2013	30/06/2014	30/06/2013
		$$'000	$$'000	$$'000	$$'000

1	Revenue	82,052	93,223	161,206	167,047
2	Profit/(loss) before tax	24,471	25,063	39,642	55,090
3	Profit/(loss) for the period	21,471	23,998	36,681	53,604
4	Profit/(loss) attributable to ordinary equity holders of the parent	21,486	22,249	36,316	51,683
5	Basic earnings/(loss) per share (Subunit)	2.60	6.50	4.40	6.60
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 ($$)	0.8700		0.7600

icy97

Date of change	21/08/2014
Name	FINA NORHIZAH BINTI HAJI BAHARU ZAMAN
Age	57
Nationality	MALAYSIAN
Type of change	Appointment
Designation	Chairman
Directorate	Independent & Non Executive
Qualifications	ACADEMIC QUALIFICATIONS i. LLB (Honours) University of Malaya (1980) ii. LLM London School of Economics, University of London (1985) iii. Diploma in Syariah Law & Practice, International Islamic University (1989) PROFESSIONAL QUALIFICATIONS i. Advocate & Solicitor (Malaya) (1986)
Working experience and occupation	In 1980 to 1984, Puan Fina Norhizah Binti Haji Baharu Zaman was an Assistant Parliamentary Draftsman in the Drafting Division of Malaysian Attorney General's Chamber and Senior Federal Counsel cum Legal Advisor to the Ministry of Transport providing legal advice to the Ministry's Land, Aviation and Maritime Department as well as other affiliated agencies to the Ministry such as the Department of Civil Aviation (DCA), the Marine Department and KTM. Puan Fina Norhizah Binti Haji Baharu Zaman was a Lecturer in the Faculty of Law at the International Islamic University from 1985 to 1989. In 1990, Puan Fina Norhizah Binti Haji Baharu Zaman joined PETRONAS and served the Legal Department in various capacities. This includes, as the Head/General Manager (Legal)of the Logistics and Maritime Business for PETRONAS in 2000 and as General Manager of the Legal and Corporate Secretarial Affairs Division of MISC Berhad. Her last appointment was as the Head/Senior General Manager of the Legal and Corporate Secretarial Affairs Division and the Company Secretary of MISC Berhad in 2004 until her retirement in 2007. Her extensive maritime experience include her involvement in Petronas' first LNG Shipping Project and later, when Petronas acquired MISC, this was extended to other types of energy shipping, including offshore floating vessels, FPSO, FSO, etc. She had also participated as Petronas/MISC’s representative with Malaysian delegates to the International Maritime Organisation meetings on marine pollution liability involving LNG vessels and tankers. Currently, Puan Fina Norhizah Binti Haji Baharu Zaman is also an Independent Non-Executive Director of UMW Oil & Gas Berhad.
Directorship of public companies (if any)	UMW OIL & GAS BERHAD
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	34,000 ordinary shares of RM0.25 each

icy97

環海資源7519萬合約獲延長

企業財經29 Sep 2014 22:00
（吉隆坡29日訊）環海資源（ALAM，5115，主要板貿易）獲得埃克森美孚勘探與生產公司（EMEPMI）發出延長合約，總值7519萬令吉。

至于獲得延長合約項目，包括一艘住宿駁船及一艘錨作拖船。

有關合約期限長達2年，從2014年10月12日，展延至2016年10月11日。

這項總值7519萬令吉合約，料貢獻環海資源截至12月底2014財年及未來盈利和淨有形資產（NTA）。同時，這不會對公司股本或股權架構造成影響。【中国报财经】

Type	Announcement
Subject	OTHERS
Description	EXTENSION OF CONTRACT FOR THE PROVISION OF ONE (1) UNIT ACCOMMODATION BARGE/VESSEL AND ONE (1) UNIT ANCHOR HANDLING TUG
INTRODUCTION The Board of Directors of Alam Maritim Resources Berhad ("ALAM” or "the Company") is pleased to announce that its wholly-owned subsidiary, Alam Maritim (M) Sdn Bhd,  recently received a Letter of Extension from ExxonMobil Exploration and Production Malaysia Inc. (EMEPMI)  exercising its option to extend the existing charter party  Contracts for one (1) unit accommodation barge/vessel and one (1) unit anchor handling tug for a total contract sum of approximately RM75.19 million (“the Contracts”). DETAILS OF THE CONTRACTS The Contracts are for long term charters of two (2) years for one (1) unit accommodation barge/vessel and one (1) unit anchor handling tug effective from 12 October 2014 until 11 October 2016. FINANCIAL EFFECTS The Contracts, valued at approximately RM75.19 million, are expected to contribute positively to the earnings and net tangible assets of ALAM for the financial year ending 31 December 2014 and beyond. Notwithstanding this, the Contracts are not expected to have any material effect on the share capital and shareholding structure of ALAM. RISKS ASSOCIATED WITH THE CONTRACT The risks associated with the Contracts are mainly operational such as accidents and unexpected breakdown of vessels. In mitigating such risks, 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’s 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 Contracts. DIRECTORS' STATEMENT The Board of Directors of AMRB is of the opinion that the acceptance of the abovementioned Contracts is in the best interests of the Company. The announcement is dated 29 September 2014.

icy97

支援船續約意料中事‧環境海事短期展望平平

2014-09-30 17:07      
（吉隆坡30日訊）環境海事資源（ALAM,5115,主板貿服組）的岸外支援船獲得埃克森美孚（Exxon Mobil）續約2年，合約總值7千520萬令吉。

分析
分析員平靜看待續約消息，因為更加擔憂盈利波動、執行風險等利空。

肯納格研究粗略估計，這項意料中事的新合約每日收費約為10萬3千令吉，影響有限。

肯納格認為，該公司短期展望平平，也未爭取到其他新合約，2015財政年展望保守，預計鋪管駁船將蒙受200萬令吉虧損，導致淨利下跌5%至9千580萬令吉。

興業研究指出，新合約仍處預測範圍之內，所以無意調整財測。

興業補充，該公司配售15%股權予豐隆集團相關大股東後，雖然可以爭取更多油氣合約，但這項利好卻遭潛在盈利波動和執行風險所抵銷。



（星洲日報／財經）

icy97

icy97 发表于 25-6-2014 04:17 AM
华商控股1亿 入股世界海事子公司

财经新闻 财经  2014-06-25 11:24

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	JOINT VENTURE ARRANGEMENT BETWEEN ALAM MARITIM (L) INC (“AMLI”), A WHOLLY-OWNED SUBSIDIARY OF ALAM MARITIM RESOURCES BERHAD (“ALAM” OR “COMPANY”) WITH WASCO ENERGY LTD (“WASCO”), A WHOLLY-OWNED SUBSIDIARY OF WAH SEONG CORPORATION BERHAD AND TERMINATION OF JOINT VENTURE AGREEMENT BETWEEN AMLI WITH ARMADA INVESTMENT HOLDING LTD (“ARMADA”)
We refer to our announcement dated 24 June 2014 in relation to the joint venture arrangement between AMLI and WASCO. The Board of Directors of ALAM is pleased to announce that the joint venture arrangement between AMLI and WASCO has become effective on 8 October 2014 in accordance with the terms and conditions of the Joint Venture Agreement dated 24 June 2014, in view that WASCO has effectively owned 49% equity interest in Alam-PE Holdings (L) Inc (“Alam-PE”) on the same date. Subsequent to the above, ALAM has on 16 October 2014 completed the Share Sale & Purchase Agreement entered into between AMLI and ARMADA on 22 September 2014 for the acquisition of 2% equity interest in Alam-PE by AMLI from ARMADA. Following this, Alam-PE is now a jointly controlled entity by AMLI and WASCO with the shareholding of 51% and 49% respectively. In this regard, the Joint Venture Agreement previously entered between AMLI and ARMADA dated 30 October 2008 has been terminated with immediate effect. The announcement is dated 16 October 2014.

icy97

環海資源 獲3171萬工程

企業財經3 Nov 2014 22:26
（吉隆坡3日訊）環海資源（ALAM，5115，主要板貿易）子公司環海（大馬）私人有限公司，獲得由本地油氣服務公司頒發總值總值956萬3235美元（約3171萬令吉）工程意向書。

環海資源向馬證交所報備，環海（大馬）將介于10月6日至11月15日負責提供浮式儲存設施。

根據報備文件，該合約料將正面貢獻截至年底和未來收益和淨資產，並不會影響股本。【中国报财经】

Type	Announcement
Subject	OTHERS
Description	CONTRACT FOR THE PROVISION OF DEMOBILIZATION OF A FLOATING STORAGE FACILITY
INTRODUCTION The Board of Directors of Alam Maritim Resources Berhad ("ALAM” or "the Company") is pleased to announce that its wholly-owned subsidiary, Alam Maritim (M) Sdn Bhd, had  received a Letter of Award from a local oil and gas services company for the Provision of Demobilisation of a floating storage facility for a total contract sum of USD9,563,235.00 (“the Contract”). The Contract was duly accepted by the subsidiary company. DETAILS OF THE CONTRACT The Contract is expected to commence on 6 October 2014 until 15 November 2014. FINANCIAL EFFECTS The Contract, valued at approximately USD9,563,235.00, is expected to contribute positively to the earnings and net tangible assets of ALAM for the financial year ending 31 December 2014 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 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 Contracts. DIRECTORS' STATEMENT The Board of Directors of AMRB is of the opinion that the acceptance of the abovementioned Contracts is in the best interest of the Company. The announcement is dated 3 November 2014.

icy97

3170萬合約到手‧環境海事盈利可增5%

2014-11-05 16:21      
（吉隆坡5日訊）
■新聞
環境海事資源（ALAM,5115,主板貿服組）獲得3千170萬令吉浮動儲存設備合約，已在10月6日動工，預期11月15日前竣工。

■分析
興業研究表示，由於這項合約不在預期之內，加上看好1Mas-300鋪管駁船可能會獲得更多短期合約，預料該公司2014財政年每股盈利可增加5%。

興業根據IEV能源公司早前獲得的類似合約推算，預料環境海事資源將與子公司Alam Swiber岸外公司透過各佔50%股權方式展開工程設計工作，並使用其他公司的船艦。

興業補充，雖然子公司攤薄了盈利，但該合約的盈利賺幅仍達10%左右。

雖然興業看好上述合約，但基於油氣領域展望謹慎和新合約不多，決定將目標本益比由14倍調低至12倍，目標價跟著從1令吉35仙下調至1令吉12仙，評級保持“中和”。（星洲日報／財經）

hyii

今天跌的很凶

ryansiow87

做么这两天跌那么厉害？