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James的股票投资James Share Investing

Author: James Ng   |   Latest post: Thu, 18 Jul 2019, 7:19 PM

 

[转贴] [VELESTO ENERGY BERHAD:这集团拥有的七个自升式钻井平台中有四个正在运作,其余的因为最近获批的长期合同正准备动员,预计将于2019年5月开始] - James的股票投资James Share Investing

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[VELESTO ENERGY BERHAD:这集团拥有的七个自升式钻井平台中有四个正在运作,其余的因为最近获批的长期合同正准备动员,预计将于2019年5月开始]

YoY:
集团:
截至2019年3月31日的第一季度集团收入为1.27亿令吉,高于2018年同期的1.218亿令吉,增加520万令吉或4.3%。钻井服务部门报告称,由于钻井平台利用率和平均包机率提高,2019年第一季度收入增加。

钻井服务部门:
于2019年第一季度,钻井服务部门为这集团贡献收入1.247亿令吉或98.2%,较2018年同季录得的1.18亿令吉增加670万令吉或5.7%。这是因为平均资产利用率较高,为66%,而2018年同期为65%。

油田服务部门:
该部门2019年第一季度税前亏损为RM30万,而2018年同期录得的亏损为90万令吉,相当于提高RM60万令吉或66.7%。

其他部门:
其他部门记录的税前亏损为850万令吉,而上一年同期税前利润为1,620万令吉,主要是由于revolving credit的早期结算所导致的净汇兑收益为1,820万令吉。

QoQ:
这集团于2019年第一季度的税前亏损为1,960万令吉,相比之下,2018年第四季度的税前利润为1,550万令吉。

前景:
钻井服务部门:
由于正面和负面的行业活动以及其他全球因素,基准布伦特原油价格一直稳定在每桶70美元左右的窄幅区间内。积极因素包括石油输出国组织和非欧佩克主要生产国的持续生产配额,伊朗和委内瑞拉的制裁以及一些主要生产国的生产能力下降。

钻探活动继续增加,在本地和全球范围内更多的合同被招标和授予。目前,这集团拥有的七个自升式钻井平台中有四个正在运作,其余的因为最近获批的长期合同正准备动员,预计将于2019年5月开始。随着开始新合同预计钻井平台的使用量将在下半年大幅增加,其中一些预计将在2020年及以后继续使用。

液压修井机的需求也在改善,集团的一个部门已经开始工作,目前一些招标正在发布。自升式钻井平台和液压修井机的需求增加预计将使这集团受益,成为具有强大国内和区域业绩记录的主要参与者。根据最近授予的合同,也可以看到定期租船费率的逐步提高。目前,这集团正积极竞标额外的新合约,以取代预计于今年年底及明年届满的三份合约。

油田服务部门:
虽然业务前景有所改善,但这集团将持续评估该部门下唯一剩余的次要子公司的可行性。

集团:
根据目前这集团下半年资产使用率及期租率较高的展望,董事会预期这集团于2019年的财务表现会有所改善。
-----------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.36 (dividend RM0.015) in 10 months 13 days, total return is 92.3%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.35 in 6 months 9 days, total return is 68.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.29 (dividend RM0.04) in 11 months 24 days, total return is 67.3%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.62 (dividend RM0.0825) in 8 months 11 days, total return is 43%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.27 (dividend RM0.008) in 6 months 2 days, total return is 32.4%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.755 in 5 months 5 day, total return is 31.3%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.49 (dividend RM0.035) in 7 months 7 days, total return is 20.1%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.64 (dividends RM0.03) in 8 months 26 days, total return is 16.8%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.99 in 5 months 26 days, total return is 16.5%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.18 in 5 months 5 days, total return is 13.5%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.09 (dividends RM0.084) in 10 months 27 days, total return is 5.4%

l) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.63 in 3 months 1 day, total return is 5.2%

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> 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 https://web.facebook.com/jamesshareinvest/ 与我联系

1)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

7月14日星期日:AG Hotel Penang, George Town

7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru

9月7日星期六:Hotel Sri Petaling, KL

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

9月8日星期日:Hotel Sri Petaling, KL 3份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

7月13日星期六:AG Hotel Penang, George Town 4份点心

7月21日星期日:Hotel Sri Petaling, KL 3份点心

7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这 
https://web.facebook.com/jamesshareinvest/posts/2302632626670145 找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/p/BzJ2TH_HH3s

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
----------------------------------
[VELESTO ENERGY BERHAD: four out of the seven jack-up drilling rigs owned by the Group are working while the rest are being prepared to be mobilized for the recently awarded long term contracts, expected to commence within the month of May 2019]

YoY:
Group:
Group revenue of RM127.0 million for the first quarter ended 31st March 2019 was higher than the RM121.8 million registered in the same quarter of 2018, an increase of RM5.2 million or 4.3%. The Drilling Services segment reported a higher revenue in the first quarter of 2019 as a result of higher utilisation of rigs and average charter rate.

Drilling Services Segment:
In the first quarter of 2019, the Drilling Services segment contributed revenue of RM124.7 million or 98.2% of the total revenue for the Group, an increase of RM6.7 million or 5.7% from the RM118.0 million recorded in the same quarter of 2018. This was due to higher average asset utilisation of 66% as compared to 65% in the same period of 2018.

Oilfield Services Segment:
This segment reported a lower loss before taxation of RM0.3 million in the first quarter of 2019 as compared to RM0.9 million loss recorded in the same quarter of 2018, an improvement of RM0.6 million or 66.7%.

Others Segment:
Others segment recorded loss before taxation of RM8.5 million as compared to profit before taxation of RM16.2 million mainly due to net foreign exchange gain of RM18.2 million resulted from early settlement of revolving credit recorded in the previous year corresponding period.

QoQ:
The Group posted a loss before taxation of RM19.6 million in the first quarter of 2019 compared to a profit before taxation of RM15.5 million reported in the fourth quarter of 2018.

Prospects:
Drilling Services Segment:
The benchmark Brent oil price has been stabilising within a narrow band of around USD70 per barrel, driven by both positive and negative industry activities and other global factors. The positives include the continued production quota by OPEC and non-OPEC major producers, the Iran and Venezuela sanctions and the declining producing capability of some of the major producers.

Drilling activities have continued to increase with more contracts being tendered out and awarded, both locally and globally. At present, four out of the seven jack-up drilling rigs owned by the Group are working while the rest are being prepared to be mobilized for the recently awarded long term contracts, expected to commence within the month of May 2019. With the commencement of the new contracts, utilization of the rigs are expected to increase significantly in the second half of the year, with a number of them expected to continue working into 2020 and beyond.

The demand for hydraulic workover units is also improving with one of the Group’s unit already working and a number of tenders presently being issued out. The increased demand in both jack-up drilling rigs and hydraulic workover units is expected to benefit the Group, being the main player with strong domestic and regional track records. Gradual improvement in time charter rate is also seen based on recently awarded contracts. At present, the Group is aggressively bidding for additional new contracts to replace the three contracts expected to expire late this year and next year.

Oilfield Services Segment:
While the business outlook has shown some improvement, the Group will continuously evaluate the viability of the only remaining minor subsidiary operating under this segment.

Group:
Based on the present outlook of higher utilisation and time charter rates for the Group’s assets in the second half of the year, the Board expects an improved financial performance of the Group in 2019.
--------------------------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.36 (dividend RM0.015) in 10 months 13 days, total return is 92.3%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.35 in 6 months 9 days, total return is 68.8%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.29 (dividend RM0.04) in 11 months 24 days, total return is 67.3%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.62 (dividend RM0.0825) in 8 months 11 days, total return is 43%

e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.27 (dividend RM0.008) in 6 months 2 days, total return is 32.4%

f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.755 in 5 months 5 day, total return is 31.3%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.49 (dividend RM0.035) in 7 months 7 days, total return is 20.1%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.64 (dividends RM0.03) in 8 months 26 days, total return is 16.8%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.99 in 5 months 26 days, total return is 16.5%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.18 in 5 months 5 days, total return is 13.5%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.09 (dividends RM0.084) in 10 months 27 days, total return is 5.4%

l) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.63 in 3 months 1 day, total return is 5.2%

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 > 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 https://web.facebook.com/jamesshareinvest/

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2302632626670145 by date.

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

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

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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Labels: VELESTO

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