[SAPURA ENERGY BHD:订单额为140亿令吉,截至2021财年迄今累计赢得新合同8亿令吉]
1Q21 vs 1Q20:
在本季度,沙布拉能源录得除税前盈利3,620万令吉,高于2020财年第一季的除税前亏损7,840万令吉,主要是由于净财务成本降低。
工程与建设:
由于项目利润率的提高,该部门的税前盈利为1.239亿令吉,比2020财年第一季度的4800万令吉提高了7590万令吉。
钻井:
本季度的部门收入为2.409亿令吉,较2020财年第一季度的2.304亿令吉增长4.5%,这主要是由于美元兑马来西亚令吉汇率变动的有利影响。该部门的除税前亏损为1,490万令吉,较2020财年第一季度的5,090万令吉的税前亏损减少3,590万令吉,这主要是由于运营钻机的利润率提高和利息支出降低。
勘探与生产:
该部门录得610万令吉的税前亏损,比2020财年第一季度的750万令吉的税前亏损减少了140万令吉,这是由于本季度的产量增加。
1Q21 vs 4Q20:
集团的收入为13.567亿令吉,比前一个季度(“ Q4FY2020”)的11.119亿令吉高22.0%,主要是由于E&C业务部门的收入增加。在本季度,该集团的税前利润为3,620万令吉,高于2020财年第四季度的42.670亿令吉的税前亏损。
前景:
沙布拉能源制定了敏捷战略,旨在承受行业的周期性。沙布拉能源致力于通过有效实施关键计划来度过当前的低迷时期,以优化成本并提高运营效率。集团的订单额为140亿令吉,截至2021财年迄今累计赢得新合同8亿令吉。最近的较大的新项目包括:Shell Eastern Petroleum(Pte) Ltd在新加坡Bukom炼油厂的SBM Pipeline Rejuvenation Phase II Project的EPCI,Brunei Shell Petroleum Co. Sdn Bhd的PRP 7 Pipeline Replacement项目,和Carigali-PTTEPI Operating Company Sdn Bhd在马来西亚-泰国联合开发区开发的EPCI(Additional Andalas Pipeline Project Phase 4 Development)。
沙布拉能源将通过目前的再融资活动继续加强其财务状况,该融资活动预计将于2021财年第四季度完成。董事会对沙布拉能源能够抵御当前的不确定因素感到乐观,并有能力在市场复苏时抓住机遇。
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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 RM2.53 (dividend RM0.04) in 1 year 10 months 17 days, total return is 259.4%
b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM32.20 (adjusted)(dividend RM0.52) in 1 Year 11 months 28 days, total return is 169.5%
c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.72 (adjusted)(dividend RM0.055) in 1 Year 27 days, total return is 126%
d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.60 (dividend RM0.04) in 1 year 11 months 28 days, total return is 106.3%
e) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.715 in 1 month 6 days, total return is 101.4%
f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.25 (dividend RM0.188) in 1 Year 8 months 22 days, total return is 53.3%
g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.86 in 1 year 5 months 9 days, total return is 49.6%
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。
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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 RM14.0 billion with cumulative new contract wins to-date in FY2021 of RM0.8 billion]
1Q21 vs 1Q20:
In the current quarter, the Group recorded a profit before taxation of RM36.2 million which was higher compared to a loss before taxation of RM78.4 million in Q1 FY2020 primarily due to lower net finance costs.
Engineering and Construction:
The segment recorded a profit before taxation of RM123.9 million which was higher by RM75.9 million compared to a profit before taxation of RM48.0 million in Q1FY2020 due to improvement in project margins.
Drilling:
The segment revenue for the current quarter of RM240.9 million was higher by 4.5% compared to the revenue of RM230.4 million in Q1FY2020 mainly due to favourable effect of US Dollar exchange rate movement against Ringgit Malaysia. The segment recorded a loss before taxation of RM14.9 million, which was lower by RM35.9 million compared to a loss before taxation of RM50.9 million in Q1FY2020 mainly due to improved margins from operating rigs and lower interest expense.
Exploration and Production:
The segment recorded a loss before taxation of RM6.1 million which was RM1.4 million lower compared to a loss before taxation of RM7.5 million in Q1FY2020 due to higher production in the current quarter.
1Q21 vs 4Q20:
The Group revenue of RM1,356.7 million was 22.0% higher than the immediate preceding quarter ("Q4FY2020") of RM1,111.9 million, primarily due to the higher revenue from E&C business segment. In the current quarter, the Group recorded a profit before taxation of RM36.2 million which was higher compared to a loss before taxation of RM4,267.0 million in Q4 FY2020.
Prospects:
The Group has an agile strategy in place, designed to withstand the cyclical nature of the industry. The Group is committed to navigating through the current downturn by effective implementation of key initiatives to optimise cost and improve operational efficiencies. The Group’s orderbook stood at RM14.0 billion with cumulative new contract wins to-date in FY2021 of RM0.8 billion. Recent notable awards include the EPCI for the SBM Pipeline Rejuvenation Phase II Project in Bukom Refinery in Singapore by Shell Eastern Petroleum(Pte) Ltd, PRP 7 Pipeline Replacement Project by Brunei Shell Petroleum Co. Sdn Bhd and EPCI for Additional Andalas Pipeline Project Phase 4 Development in The Malaysia-Thailand Joint Development Area by Carigali-PTTEPI Operating Company Sdn Bhd.
The Group will continue to strengthen its financial position with the current refinancing exercise which is expected to be completed by Q4 FY2021. The Board is optimistic that the Group is capable of withstanding current uncertainties and is well-positioned to capture opportunities as the market recovers.
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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
Created by James Ng | Sep 18, 2024