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James的股票投资James Share Investing

Author: James Ng   |   Latest post: Sat, 31 Oct 2020, 3:33 PM

 

[转贴] [SAPURA ENERGY BHD:集团的订单额为133亿令吉,截至2021财年迄今已累计宣布赢得16亿令吉的合约] - James的股票投资James Share Investing

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[SAPURA ENERGY BHD:集团的订单额为133亿令吉,截至2021财年迄今已累计宣布赢得16亿令吉的合约]

2Q21 vs 2Q20:
在本季度,该集团的税前盈利为5340万令吉,比2020年第二季度的9320万令吉的税前亏损增加了1.466亿令吉,这主要是由于E&C业务部门的营业利润有所改善以及更低的财务费用净额。

工程与建设:
该部门的税前盈利为2亿1千810万令吉,比2020财年第二季度的2千720万令吉的税前利润高出1.909亿令吉。

钻井:
该部门的税前亏损为3,240万令吉,与2020财年第二季度的3,570万令吉的税前亏损相比,小幅减少了330万令吉。

勘探与生产:
该部门的税前亏损为5360万令吉,比2020财年第二季度的580万令吉的税前亏损高4780万令吉。

YTD21 vs YTD20:
在本期间,集团录得除税前盈利8960万令吉,较同期的除税前亏损1.716亿令吉增加2.611亿令吉,这主要是由于E&C业务部门的经营盈利改善并降低净财务成本。

工程与建设:
该部门录得除税前盈利3.420亿令吉,较上年同期的7,520万令吉盈利增加2亿6680万令吉,这是由于项目利润率提高。

钻井:
该部门录得4,740万令吉的税前亏损,较同期的8,660万令吉的税前亏损减少3,920万令吉,这主要是由于经营钻机的利润率提高以及利息支出降低。

勘探与生产:
该部门录得除税前亏损5970万令吉,比同期的1330万令吉高出4640万令吉。

2Q21 vs 1Q21:
在本季度,该集团的税前盈利为5340万令吉,比2021财年第一季度的3620万令吉的税前盈利高47.5%,这主要是由于E&C业务部门的营业利润有所改善。

前景:
灵活的增长战略不仅针对目标市场,同时优化成本和提高运营效率,使该集团得以维持盈利能力并保持上一季度的增长势头。该集团已确定了在未来12个月内执行的价值约11亿令吉的优化计划。迄今为止,已全面实施了价值约4.5亿令吉的计划,包括提高运营效率和改善资本支出,降低全集团的薪水以及对现有合同中的商业机会进行全面审查。

集团的订单额为133亿令吉,截至2021财年迄今已累计宣布赢得16亿令吉的合约。该集团继续致力于在中东,非洲和美洲等各个地区寻求新的机会。这一点从最近在墨西哥ENI Mexico的著名Amoca项目– Offshore Block Area 1,在象牙海岸的Foxtrot International LD​​C提供的semi tender-assist钻机以及charter and operations of pipe laying support vessel (Sapura Esmeralda)的巴西Petrobras Brasileiro SA提供的合同延期就可以看出。尽管市场环境充满挑战,但沙布拉能源对继续获得新合同的能力充满信心。

在E&P范围内,集团已在新西兰Taranaki Basin的Tououwai-1勘探井中取得了积极的发现,这将进一步促进E&P投资组合的增长。此外,随着2020年6月的Bakong油田,2020年5月的Gorek油田和2019年12月的Larak油田稳定生产了天然气,SK408开发项目的第一阶段现已完全投产。这一里程碑表明了集团对它的利益相关者交付价值的持续承诺。

作为集团加强其财务状况的资本管理计划的一部分,集团目前正在对其现有债务进行再融资。这项工作预计将在2021财年第四季度完成。董事会有信心沙布拉能源有能力承受当前的不确定因素,并期望沙布拉能源能保持盈利。
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James Ng Stock Pick Performance:
Since Recommended Return:

a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.40, dividend RM0.052, in 2 years 1 month 6 days, total return is 382.8%

b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM47.88 adjusted, dividend RM0.52, in 2 Years 2 months 17 days, total return is 298.7%

c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.03 adjusted, dividend RM0.055, in 1 Year 3 months 16 days, total return is 264.4%

d. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.40, dividend RM0.01, in 7 months 16 days, total return is 147.4%

e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.86, dividend RM0.005, in 3 months 25 days, total return is 143.7%

f. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.34, in 4 months 23 days, total return is 78.9%

g. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.755, dividend RM0.015, in 10 months 29 days, total return is 73%

h. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.28, dividend RM0.0025, in 1 months 30 days, total return is 56.9%

i. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.70, dividend RM0.003, in 1 Year 24 days, total return is 54.5%

j. DESTINI BHD, recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.29, in 11 months 25 days, total return is 45%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析Fundamental Analysis:

预计公司每年的增长率必须超过14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

Whatsapp : 011 - 15852043

请订阅James的股票投资James Share Investing的Youtube频道:https://www.youtube.com/c/JamesShareInvesting

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

免责声明:
高波动性投资产品,你的交易存在风险。过往表现不能作为将来业绩指标。内容仅作为分享,讨论以及领域的分析,而非是一种投资建议,买或卖自负。请Like和Share。最终决定永远是你的,谢谢。

James Ng
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[SAPURA ENERGY BHD: orderbook stood at RM13.3 billion with cumulative announced contract wins of RM1.6 billion to-date in FY2021]

2Q21 vs 2Q20:
In the current quarter, the Group recorded a profit before taxation of RM53.4 million which was higher by RM146.6 million compared to a loss before taxation of RM93.2 million in Q2FY2020 primarily due to improved operating profit from E&C business segment and lower net finance cost.

Engineering and Construction:
The segment recorded a profit before taxation of RM218.1 million which was higher by RM190.9 million compared to a profit before taxation of RM27.2 million in Q2FY2020 due to an improvement in project margins.

Drilling:
The segment recorded a loss before taxation of RM32.4 million, which was marginally lower by RM3.3 million compared to a loss before taxation of RM35.7 million in Q2 FY2020.

Exploration and Production:
The segment recorded a loss before taxation of RM53.6 million which was RM47.8 million higher compared to a loss before taxation of RM5.8 million in Q2FY2020.

YTD21 vs YTD20:
In the current period, the Group recorded a profit before taxation of RM89.6 million which was higher by RM261.1 million compared to a loss before taxation of RM171.6 million in the corresponding period primarily due to improved operating profit from E&C business segment and lower net finance cost.

Engineering and Construction:
The segment recorded a profit before taxation of RM342.0 million which was higher by RM266.8 million compared to a profit before taxation of RM75.2 million in the corresponding period due to an improvement in project margins.

Drilling:
The segment recorded a loss before taxation of RM47.4 million, which was lower by RM39.2 million compared to a loss before taxation of RM86.6 million in the corresponding period mainly due to improved margins from operating rigs and lower interest expense.

Exploration and Production:
The segment recorded a loss before taxation of RM59.7 million which was RM46.4 million higher compared to a loss before taxation of RM13.3 million in the corresponding period.

2Q21 vs 1Q21:
In the current quarter, the Group recorded a profit before taxation of RM53.4 million which was 47.5% higher than the profit before taxation of RM36.2 million in Q1FY2021 primarily due to improved operating profit from E&C business segment.

Prospects:
An agile growth strategy, which entails targeting addressable markets while optimizing cost and improving operational efficiencies, has enabled the Group to sustain its profitability and maintain its growth momentum from the previous quarter. The Group has identified optimisation initiatives valued at about RM1.1 billion being executed over the next 12 months. Approximately RM450 million worth of initiatives have been fully implemented to date, including operations productivity improvement and capex optimisation, a group-wide salary reduction and an extensive review of commercial opportunities within existing contracts.

The Group’s orderbook stood at RM13.3 billion with cumulative announced contract wins of RM1.6 billion to-date in FY2021. The Group remains focused on pursuing new opportunities in various regions including the Middle East, Africa and Americas. This is evident from the recent notable awards in Mexico for Amoca Project – Offshore Block Area 1 by ENI Mexico, provision of a semi tender-assist drilling rig by Foxtrot International LDC in Ivory Coast and extension of contract for the charter and operations of pipe laying support vessel (Sapura Esmeralda) by Petrobras Brasileiro S.A. in Brazil. Despite the challenging market conditions, the Group is confident in its ability to continue securing new contracts.

Within E&P, the Group has made positive discovery at the Toutouwai-1 Exploration Well in the Taranaki Basin, New Zealand which will further enhance the growth of their E&P portfolio. In addition, Phase 1 of the SK408 development is now entirely onstream following the delivery of stable production of gas from Bakong field in June 2020, Gorek field in May 2020 and Larak field in December 2019. This milestone demonstrates the Group’s continuous commitment to deliver value to its stakeholders.

As part of the Group’s capital management plan to strengthen its financial position, the Group is currently undergoing a refinancing exercise of its existing debt. The exercise is expected to be completed by Q4 FY2021. The Board is confident that the Group is capable of withstanding the current uncertainties and expects the Group to remain profitable.
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I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must over 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

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