[UZMA BHD:某些项目的收入减少,较高的运营支出]
乌兹马的收入减少1,170万令吉或11.8%,主要是由于某些项目的收入减少。因此,与2017年7月1日至2017年9月30日期间相比,毛利减少了130万令吉或4.1%。乌兹马报告调整后的PBT减少650万令吉或93.2%主要是由于去年的季度有减值拨回和本季度较高的运营支出产生的损失。
与上一季度相比,该集团报告调整后的PBT增加890万令吉或105%,主要是由于本季度毛利改善和营业费用减少所致。
前景:
以下是公司的积极发展:
1)2015年5月21日,Sazma Aviation Sdn. Bhd.是Uzma的40%联营公司,由PETRONAS Carigali私人有限公司(“PCSB”)授予服务PETRONAS Sabah Operations(SBO)的航空服务合同。合同价值1.54亿令吉。合同期限为2015年3月23日至2020年3月22日,有效期为五年,PCSB可以延长期限1年至2021年3月22日。
2)正如2015年7月10日宣布的那样,UESB由PETRONAS Carigali私人有限公司(“PCSB”)颁发合同,其中包括为PCSB服务D18注水设施的租赁,运营和维护合同。合约价值估计为3亿5千万令吉至4亿令吉。合同期限为5年租赁期,自2016年3月31日起生效。
3)正如2017年2月6日宣布的那样,UESB由PETRONAS Carigali私人有限公司授予提供Electric Wireline Logging(EWL)的伞式合同。该合同将从2016年12月1日至2019年12月30日期间运行3年,并为泛马来西亚地区的Cased Hole Logging Services提供两个延期选项,每个1年。
4)2017年2月28日宣布,Murphy授予Uzma Engineering Sdn. Bhd. (“UESB”)有关提供液压修井机组和服务的合同。合同将持续2年,延期期限为一(1)年。
5)正如2017年3月22日宣布的那样,UESB由PETRONAS Carigali私人有限公司授予提供捕鱼设备和服务的合同。合同将持续2年,延期期限为一(1)年。
6)正如2018年1月9日宣布的那样,UESB被PETRONAS Carigali Sdn Bhd授予三(3)份伞形合同,为PCSB提供电动潜水泵(“ESP”)和服务。合同期限为2017年11月20日至2020年11月19日为期三年,首期延长期限为一(1)年。
7)正如2018年3月1日宣布的那样,UESB被PETRONAS Carigali私人有限公司授予了提供150K,225K和460K液压修井机(HWU)钻探的合同。伞形合约的任期为2018年2月6日至2021年2月5日,三(3)年,延长期限为一(1)年。
8)正如2018年4月27日宣布的那样,UESB被PETRONAS Carigali私人有限公司授予了提供Well Abandonment Integrated Services的合同。伞形合同的任期为2018年3月29日至2020年3月29日,两(2)年,延长期限为一(1)年。
9)正如2018年7月25日宣布的那样,UESB被PETRONAS Carigali私人有限公司授予了提供钻井液和相关服务的合同。伞形合同的任期为2018年5月30日至2023年5月30日,五(5)年。
10)正如2018年8月7日和2018年8月8日宣布的那样,UESB被PETRONAS Carigali私人有限公司授予为Pulai-A提供Well Abandonment Integrated Services的工作订单。工作订单的任期从2018年7月2日开始,估计在未来12个月内完成22口井。
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James Ng Stock Pick Performance:
Since Recommended Return:
a) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.15 in 1 month 7 days, total return is 19.2%
b) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 1 month 1 day, total return is 18.8%
c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.94 in 6 months 29 days, total return is 18.2%
d) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.83 (dividend RM0.007) in 5 months 18 days, total return is 17.1%
e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.15 (dividend RM0.0375) in 3 months 16 days, total return is 15.7%
f) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM0.905 in 1 month 14 days, total return is 13.1%
g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.32 (dividend RM0.035) in 2 months 12 days, total return is 6.7%
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。
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James Ng
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[UZMA BHD: lower recognition of revenue for certain projects, higher operating expenses]
The Group’s revenue decreased by RM11.7 million or 11.8% was mainly due to lower recognition of revenue for certain projects. As a result gross profit decreased by RM1.3 million or 4.1% as compared to period to date 1 July 2017- 30 September 2017. The Group reported decrease in Adjusted PBT of RM6.5 million or 93.2% was mainly due to reversal of impairment loss incurred in comparative quarter and higher operating expenses in current quarter.
In comparing to the preceding quarter, the group reported increase of Adjusted PBT RM8.9 million or 105% was mainly due to improve in gross profit and lower in operating expenses for current quarter.
Prospects:
Below are the positive developments of the Company:
1) On 21 May 2015, Sazma Aviation Sdn. Bhd., a 40% associate company of Uzma, was awarded by PETRONAS Carigali Sdn Bhd (“PCSB”) with a contract for the provision of aviation services for PETRONAS Sabah Operations (SBO). The contract is valued at RM154 million. The duration of the contract is for five years effective from 23 March 2015 to 22 March 2020 with an extension option exercisable by PCSB of 1 year until 22 March 2021.
2) As announced on 10 July 2015, UESB was awarded by PETRONAS Carigali Sdn Bhd (“PCSB”) with a contract for Leasing, Operation and Maintenance of the D18 Water Injection Facility for PCSB. The contract value is estimated at RM350 million to RM400 million. The duration of the contract is for 5 years leasing period effective from 31 March 2016.
3) As announced on 6 February 2017, UESB was awarded by PETRONAS Carigali Sdn Bhd with an Umbrella Contract for the Provision of Electric Wireline Logging (EWL). The contract will run for a duration of 3 years, commencing from 1 December 2016 to 30 December 2019, with two extension options of 1 year each for Cased Hole Logging Services across the Pan Malaysia area.
4) As announced on 28 February 2017, Uzma Engineering Sdn. Bhd. (“UESB”) was awarded by Murphy with a contract for the Provision of Hydraulic Workover Unit and services. The contract will run for a duration of 2 years with an extension option of one (1) year.
5) As announced on 22 March 2017, UESB was awarded by PETRONAS Carigali Sdn Bhd with a contract for the Provision of Fishing Equipment and Services and services. The contract will run for a duration of 2 years with an extension option of one (1) year.
6) As announced on 9 January 2018, UESB was awarded by PETRONAS Carigali Sdn Bhd three (3) umbrella contracts for the provision of electrical submersible pump (“ESP”) and services for PCSB. The tenure of the contract is three years from 20 November 2017 to 19 November 2020 with first extension option of one (1) year.
7) As announced on 1 March 2018, UESB was awarded by PETRONAS Carigali Sdn Bhd for an umbrella contract for the Provision of 150K, 225K and 460K Drilling of Hydraulic Workover Unit (HWU). The tenure of the Umbrella Contract is three (3) years from 6 February 2018 to 5 February 2021 with an extension option period of one (1) year.
8) As announced on 27 April 2018, UESB was awarded by PETRONAS Carigali Sdn Bhd for an umbrella contract for the Provision of Well Abandonment Integrated Services. The tenure of the Umbrella Contract is two (2) years from 29 March 2018 to 29 March 2020 with an extension option period of one (1) year.
9) As announced on 25 July 2018, UESB was awarded by PETRONAS Carigali Sdn Bhd for an umbrella contract for the Provision of Drilling Fluids and Associated Services. The tenure of the Umbrella Contract is five (5) years from 30 May 2018 to 30 May 2023.
10) As announced on 7 August 2018 and 8 August 2018, UESB was awarded by PETRONAS Carigali Sdn Bhd a work order for the Provision of Well Abandonment Integrated Services for Pulai-A (“the Work Order”). The tenure of the Work Order is from 2 July 2018 until the completion of 22 firm wells which is estimated to be within the next 12 months.
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James Ng Stock Pick Performance:
Since Recommended Return:
a) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.15 in 1 month 7 days, total return is 19.2%
b) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 1 month 1 day, total return is 18.8%
c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.94 in 6 months 29 days, total return is 18.2%
d) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.83 (dividend RM0.007) in 5 months 18 days, total return is 17.1%
e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.15 (dividend RM0.0375) in 3 months 16 days, total return is 15.7%
f) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM0.905 in 1 month 14 days, total return is 13.1%
g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.32 (dividend RM0.035) in 2 months 12 days, total return is 6.7%
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/
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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
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James Ng
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Created by James Ng | Sep 18, 2024