[SAPURA ENERGY BHD：集团的订单额为163亿令吉，截至2020财年迄今累计赢得新合同约31亿令吉；在工程和建筑领域，最近的著名中标包括为文莱壳牌Salman开发项目获得的EPCI]

2Q20 vs 2Q19:
集团来自持续经营业务的收入为19.274亿令吉，比上一年同期（“ 2019财年第二季度”）的10.321亿令吉增长86.7％，这主要归因于工程和建筑（“ E＆C”）业务的收入增加。在本季度，该集团录得持续经营的税前亏损为9,320万令吉，较2019财年第二季度的1.602亿令吉降低41.8％。

YTD20 vs YTD19：
集团来自持续经营业务的收入为35.599亿令吉，比上一年同期的18.773亿令吉高89.6％，主要是由于E＆C业务部门的收入增加。在当前的回顾期间，沙布拉能源录得持续经营的税前亏损为1.716亿令吉，比同期的3.25亿令吉减少47.2％。

2Q20 vs 1Q20：
集团的营业额为19.274亿令吉，比前一季度的16.325亿令吉高出18.1％，这主要是由于E＆C业务部门的营业额增加。

工程与建设：
该部门录得的收入为16.565亿令吉，比2019财年第二季度的7.795亿令吉高出8.77亿令吉，这与本季度的较高活动相符。该部门在本季度录得2720万令吉的税前利润，比2019财年第二季度的税前亏损2050万令吉高出4770万令吉，这与更高的收入一致。

本期间的部门收入为30.593亿令吉，较去年同期增加了16.142亿令吉，这与本期间的活动增加一致。该部门在本期间录得除税前盈利7,520万令吉，较去年同期的1,600万令吉增加5,930万令吉，与本期间的较高活动一致。

钻探：
本季度的部门收入为2.72亿令吉，比2019财年第二季度的2.535亿令吉高7.3％，这主要是由于与2019财年第二季度相比，工作台数量增加。该部门录得除税前亏损3,570万令吉，较2019财年第二季的除税前亏损5,830万令吉降低38.7％。

本期间的部门收入为5.024亿令吉，较去年同期增加15.0％，主要是由于工作台数目较去年同期增加。该部门在本期间录得除税前亏损8660万令吉，较去年同期的1.27亿令吉降低31.8％。

勘探与生产：
该部门录得除税前亏损580万令吉，较2019财年第二季的除税前亏损110万令吉高出470万令吉。

YTD, 该部门的除税前亏损为1,330万令吉，比同期的税前亏损310万令吉高出1,010万令吉。

前景：
集团努力扩大在中东，非洲，亚太地区，欧洲，里海和美洲的业务，使其能够在这种竞争格局中建立强大的投标书渠道。集团的订单额为163亿令吉，截至2020财年迄今累计赢得新合同约31亿令吉。在工程和建筑领域，最近的著名中标包括为文莱壳牌Salman开发项目获得的EPCI。

在钻探业务领域，沙布拉能源已经证明了其钻探船队获得众多合同，这将转化为未来几个季度资产利用率的提高。该业务为其钻机Sapura T-17，Sapura Berani和Sapura Pelaut获得了新合同和两个合同扩展。沙布拉能源正在加强其资源能力，以应对更大的数量，并在新市场以及新客户中开展业务。董事会相信随着必要的措施已经到位，业绩将进一步改善。
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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 RM1.72 (dividend RM0.025) in 1 year 1 month 16 days, total return is 144.1%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.50 (dividend RM0.04) in 1 year 2 months 27 days, total return is 93.7%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.25 in 9 months 15 days, total return is 56.3%

d) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.69 in 1 month 5 days, total return is 51.6%

e) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.11 (dividends RM0.083) in 11 months 21 days, total return is 37.9%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.30 (dividend RM0.018) in 9 months 7 days, total return is 36.6%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.64 (dividend RM0.07) in 10 months 13 days, total return is 34.6%

h) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.28 (dividend RM0.1875) in 11 months 17 days, total return is 30.6%

i) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.745 in 8 months 11 days, total return is 29.6%

j) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.10 (dividend RM0.01) in 3 months 26 days, total return is 26.3%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.20 in 3 months 26 days, total return is 15.4%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.25 (dividends RM0.111) in 1 Year 1 month 30 days, total return is 10.1%

m) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.915 in 8 months 28 days, total return is 7.6%

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页面与我联系。

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11a.m. – 7p.m.，免费茶和咖啡

10月19日星期六：Silka Johor Bahru Hotel, Johor Bahru 5份点心

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10a.m. – 9p.m.，免费午餐和晚餐

10月20日星期日：Silka Johor Bahru Hotel, Johor Bahru

12月21日星期六：AG Hotel Penang, George Town

12月28日星期六：Hotel Sri Petaling, KL

3) 【公司业绩分享会】:
2p.m. – 7p.m.，免费茶和咖啡

10月18日星期五：Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月20日星期五：AG Hotel Penang, George Town 2份点心

12月27日星期五：Hotel Sri Petaling, KL 3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

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：jamesnginvest

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
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[SAPURA ENERGY BHD: orderbook stood at RM16.3 billion with cumulative new contract wins to-date in FY2020 of approximately RM3.1 billion; recent notable awards in their Engineering and Construction segment include the EPCI for the Salman Development Project for Brunei Shell]

2Q20 vs 2Q19:
The Group revenue from continuing operations of RM1,927.4 million was 86.7% higher than RM1,032.1 million in the corresponding quarter of the preceding year ("Q2FY2019"), mainly attributable to the higher revenue from Engineering and Construction ("E&C") business segment. In the current quarter, the Group recorded a loss before taxation from continuing operations of RM93.2 million which was lower by 41.8% compared to RM160.2 million in Q2 FY2019.

YTD20 vs YTD19:
The Group revenue from continuing operations of RM3,559.9 million was 89.6% higher than the corresponding period of the preceding year ("corresponding period") of RM1,877.3 million, primarily due to the higher revenue from E&C business segment. In the current period under review, the Group recorded a loss before taxation from continuing operations of RM171.6 million which was lower by 47.2% compared to RM325.0 million in the corresponding period.

2Q20 vs 1Q20:
The Group revenue of RM1,927.4 million was 18.1% higher than the immediate preceding quarter ("Q1FY2020") of RM1,632.5 million, primarily due to the higher revenue from E&C business segment.

Engineering and Construction:
The segment recorded revenue of RM1,656.5 million, which was RM877.0 million higher than the revenue of RM779.5 million in Q2 FY2019, in line with the higher activities during the current quarter. The segment recorded a profit before taxation for the current quarter of RM27.2 million which was higher by RM47.7 million compared to the loss before taxation of RM20.5 million in Q2FY2019, inline with the higher revenue.

The segment revenue for the current period of RM3,059.3 million was RM1,614.2 million higher compared to the corresponding period, in line with the higher activities during the current period. The segment recorded a profit before taxation for the current period of RM75.2 million which was higher by RM59.3 million compared to RM16.0 million in the corresponding period, inline with the higher activities during the current period.

Drilling:
The segment revenue for the current quarter of RM272.0 million was 7.3% higher than the revenue of RM253.5 million in Q2 FY2019 mainly due to the higher number of working rigs compared to Q2 FY2019. The segment recorded a loss before taxation of RM35.7 million, which was lower by 38.7% compared to the loss before taxation of RM58.3 million in Q2 FY2019.

The segment revenue for the current period of RM502.4 million was higher by 15.0% compared to the corresponding period, mainly due to the higher number of working rigs compared to the corresponding period. The segment recorded a loss before taxation for the current period of RM86.6 million which was lower by 31.8% compared to RM127.0 million in the corresponding period.

Exploration and Production:
The segment recorded a loss before taxation of RM5.8 million which was RM4.7 million higher compared to loss before taxation of RM1.1 million in Q2 FY2019.

YTD, The segment recorded a loss before taxation of RM13.3 million which was RM10.1 million higher compared to loss before taxation of RM3.1 million in the corresponding period.

Prospects:
The Group’s efforts in expanding its presence in the Middle East, Africa, Asia Pacific, Europe, the Caspian and the Americas have enabled it to build up a robust bid book funnel in this competitive landscape. The Group’s orderbook stood at RM16.3 billion with cumulative new contract wins to-date in FY2020 of approximately RM3.1 billion. Recent notable awards in their Engineering and Construction segment include the EPCI for the Salman Development Project for Brunei Shell.

In their Drilling segment, the Group has been able to demonstrate numerous contract wins for its drilling fleet which would translate to increasing asset utilisation in the upcoming quarters. The business has secured a new contract and two contract extensions for its drilling rigs Sapura T-17, Sapura Berani and Sapura Pelaut. The Group is strengthening its resource capacity to address the higher volume and operating in new markets as well as for new customers. The Board is confident of further improvement in performance as the necessary initiatives have been put in place.
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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 > 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