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南洋行家论股

Author: Tan KW   |   Latest post: Fri, 4 Dec 2020, 7:31 AM

 

【行家论股/视频】Icon岸外 负债恐升至1.2倍

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https://youtu.be/7GlujVNDCZM

分析:马银行投行研究

目标价:7仙

最新进展:

Icon岸外(ICON,5255,主板能源股)建议以4254万5000美元(约1亿7698万7200令吉),收购钻机和柏利赛石油科技有限公司的子公司股权。

该公司也需要额外260万美元(约1081万令吉)的资本开销和营运资本来启动钻机。

Icon岸外会通过发行附加股和送凭单,或借贷来完成这项交易,料在年杪前完成。

 

行家建议:

我们认为,Icon岸外收购钻机和柏利赛子公司股权是意料中事,价格也合理。

但问题的关键在于,该公司是否能在这个不稳定的油气市场中,发挥这项资产的作用。

而该钻机目前正闲置着,我们担心它面对低使用率的问题。

国油在去年第三季,曾以2000万美元(约8300万令吉)租借了有关钻机200天。

但我们认为,现在很难有如此丰厚的合约。

对于最近正在资本重组的Icon岸外来说,这次的收购将加重其负债。

根据次季财报的话,公司负债率估计会从0.8倍,升至1.2倍。

因此,我们维持“卖出”评级,以及7仙的目标价。

无论如何,该公司大股东是国家股权公司(Ekuinas),是属于正面之事。

 

 

https://www.enanyang.my/行家论股/【行家论股视频】icon岸外-负债恐升至12倍

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Labels: ICON

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Chart Stock Name Last Change Volume 
ICON 0.125 +0.005 (4.17%) 54,677,700 

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