专注两策略分散风险 世霸动力不受油价暴跌冲击
Nanyang Wed, Mar 11, 2020 12:10am - 1 day ago


（吉隆坡10日讯）世霸动力（SERBADK，5279，主板能源股）指出，公司专注油气器材的营运和维护（O&M）业务，因此，不会直接遭受油价暴跌冲击。

董事经理兼总执行长拿督莫哈末阿都卡林接受《南洋商报》电访时说，无论目前国际油价是否剧烈波动，都不会危及公司2020财年财报。



“我们还是维持2020财年目标不变，看好营业额及净利表现，预期可维持15%至20%的销售增长。”

该公司在2019财年交出亮眼业绩，全年净利创新高，年增26.9%至4亿9664万令吉，营业额也大涨37.9%至45亿2862万1000令吉。

他解释，公司主要业务是油气器材的O&M，并非单纯靠油价“吃饭”，故不会直接受油价波动影响。

“随着沙地阿拉伯阐明将会增产应对，对公司来说或是机会，毕竟增产代表器材的使用率也跟着增加，相信有关的O&M合约也会跟着增加。”


阿都卡林
降中东油气贡献比重



上周五，石油输出国组织与盟友（OPEC+）俄罗斯的谈判破裂，后者拒绝减产，沙地阿拉伯因而吹响原油削价战，造成国际油价昨日一度跌破每桶30美元。

截至大马时间晚上7时，纽约原油价格报34.05美元/桶，单日上扬9.38%。至于布兰特原油价格则报37.32美元/桶，单日涨幅8.61%。；而纽约原油每桶报33.23美元，攀高6.74%。

考量到油气领域的波动，莫哈末阿都卡林直言，公司学着不要把鸡蛋放在同一个篮子里以分散风险。

“公司会专注两个策略，即在油气业务方面减少过度依赖中东市场，与多元化业务至资讯科技方案领域。”

他指，中东市场仍贡献公司油气业务相当高的比重，2019财年贡献营业额47%。

“我们的目标，是从2020财年开始分阶段逐年把中东油气业务的贡献比重减低至30%。”

多元化至资讯科技

除了继续推动油气业务发展，世霸动力也积极拓展工程、采购、建筑和测试（EPCC），及资讯科技方案业务。

莫哈末阿都卡林透露，目前除了在非洲的坦桑尼亚（Tanzania）负责EPCC项目，也瞄准与相当靠近非洲的圭亚那（Guyana）。

“除了非洲市场，我们也聚焦中亚的哈萨克斯坦（Kazakhstan）、土库曼斯坦（Turkmenistan）与乌兹别克斯坦（Uzbekistan）。”

询及是否为减少依赖油气业务设下时限，莫哈末阿都卡林披露，公司冀望3年能达成目标。

“油气业务目前仍贡献营业额的约80%，但两年前开始多元化业务至与工业革命4.0相关的资讯科技方案业务，相信本财年会看到新业务贡献显著增长。”

他看好资讯科技方案业务，可为公司带来增值效应。

“这项业务2019财年约贡献营业额1亿令吉，比起油气业务虽是九牛一毛，但我们积极扩张，冀望2020财年能达到3亿5000万令吉。”

国油可维持获利

国际原油掀削价战，短期油气领域前景堪忧，但莫哈末阿都卡林对国家石油（Petronas）有信心，相信可维持获利，持续贡献国家发展。

他指出，国油作为专业的油气机构，早已制定系列成本合理化计划，也拟定相应的资本开销与营运开销。

“我们相信，国油可凭借专业知识，维持获利并贡献国家发展，而这次油价崩盘的状况，比2015年来得轻微，当时（国油）都能走过来，现在也一样能。”

谈到俄罗斯与沙地阿拉伯的削价战，莫哈末阿都卡林认为，情况还会有转机。

“我认为，这两个国家还会重新协商，找到一个双赢局面，若是最坏情况发生，也会有第三方介入协商，解决这个僵局。”

至于2019冠状病毒病的影响，他透露若疫情持续恶化，自然会影响公司业务。

“纵观疫情较严重的中国及韩国，确诊人数有放缓迹象，美国及欧洲会再祭出经济振兴配套救市，相信不至于重挫全球经济，市场料仅短期恐慌。”

KUALA LUMPUR (March 10): Serba Dinamik Holdings Bhd is seeing little to no impact from the oil price crash on its business, says its group managing director Datuk Mohd Abdul Karim Abdullah (pictured).

“The oil price crash will not impact Serba Dinamik from the aspect of projection on income and profitability that we have put forward previously,” Abdul Karim told theedgemarkets.com in a phone interview.

This, he said, is because it expects maintenance works to still be available in the current market situation — where Saudi Arabia is opting to increase production and drive prices lower to influence its competitors.

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“This is a price war, where Saudi as an oil major is expecting to ramp up production, which will result in more wear and tear and subsequently more maintenance works,” said Abdul Karim.

The company has a footprint in the Middle East — United Arab Emirates, Saudi Arabia and Qatar — which contributed around 47% of its revenue in the financial year ended Dec 31, 2018 (FY18).

However, Abdul Karim stopped short of saying Serba Dinamik could expect higher work activities, considering the oil market is very fluid at this point in time.

“In my opinion, the crash could be temporary. It is a lose-lose situation, and all parties will need to come back, sit down, and readjust their respective actions to address their concerns on the market,” Abdul Karim said.

Serba Dinamik currently derives 80% of its topline from the oil and gas (O&G) sector through its two core businesses: operations and maintenance (O&M), and engineering, procurement, construction and commissioning (EPCC).

For this year, the group’s target is to increase its outstanding order book to RM15 billion by year-end, from the current RM10.7 billion that will last for two years.

On this note, Abdul Karim expressed confidence that the group should be able to achieve this target.

“While job flows for O&G-related EPCC may slow as a result of low oil prices, we are expecting a sizeable EPCC contract which is not related to O&G, but rather, related to the IT segment,” said Abdul Karim.

“We are optimistic of what we have committed, in terms of our order book target, as we speak now. We will announce as and when we are allowed under the necessary regulatory requirements,” he added.

Little concern on margin pressure

Meanwhile, Abdul Karim also addressed concerns of margin pressure if the oil price slump is prolonged.

He pointed to the 2014 downturn, which hit its bottom in 2016 when prices fell to below US$30/bbl and when the 2016 full-year average stood at US$45/bbl.

“From our experience, we were quite lucky at the time as we did not have to enter into any renegotiation overseas, while some of our domestic contracts were called up for price reduction,” said Abdul Karim.

“And based on that experience, the reduction will not be so sizeable,” he said, adding that the cut at the time was at a low single-digit percentage points.

“If profitability is ultimately reduced in our contracts, we have an existing template from our IPO days as our guideline where we take up more contracts and not be so selective in terms of our geographical positioning, compared with our current practice which is very selective,” he said.

Apart from its two core businesses, Serba Dinamik also has footprints in three sectors, namely IT, education and renewable energy.

The group, which is pushing for virtual reality services for technical industries, is targeting the IT segment topline contribution to increase to RM350 million this year, from RM100 million in FY19.

Meanwhile, it is also looking forward to participating in the upcoming large-scale solar bidding (LSS4), for which the government has underlined a quota of 1,400MW up for grabs this year.

At 12.13pm today, Serba Dinamik fell 3.78% or 7 sen to RM1.78, valuing it at RM5.49 billion.

Oil up, Serbadk up, Serbadk-wa up up up............

Oil Up, Serbadk Up up up...............

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REDtone wins RM130m Sri Lanka hospitals deal

02 OCT 2019 / 20:58 H.

PETALING JAYA: REDtone Mex Sdn Bhd has won a RM130 million contract to provide nationwide medical imaging, filmless radiology information system infrastructure and network connectivity to 20 of the largest hospitals in Sri Lanka, including the National Hospital in Colombo.

The company will set up a teleradiology command centre in a secured data centre with a telecommunications operator, enabling radiologists to remotely store, retrieve, view and analyse images.

REDtone Mex said artificial intelligence (AI), a core component of the system, will facilitate analysis of critical diseases, while improving patient diagnosis and treatment.

REDtone Mex CEO Yee Kar Fong said the command centre and use of AI will drive efficiency and productivity gains by pooling together radiologists and medical specialists from various fields to promptly diagnose, improve treatment plans and prescribe treatments to patients speedily, especially in the rural areas.

“In addition, the Sri Lankan government can derive significant cost savings with the implementation of this system as the current practice of buying radiology films, printing, distribution and storage is inefficient and expensive.”

The healthcare industry in Sri Lanka currently faces various challenges, including medical care delivery turnaround time, rapid changes and adoption of expensive diagnostic technology, large digital storage needs, shortage of radiologists and rising costs.

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Bioalpha seeks migration to Main Market
TheEdge Tue, Aug 27, 2019 09:56pm - 11 hours ago


KUALA LUMPUR: ACE Market-listed health supplements maker Bioalpha Holdings Bhd has proposed to transfer its listing to the Main Market of Bursa Malaysia, saying it has met the requirements for the proposed transfer.

This includes satisfying the profit track record requirements, having a healthy financial position and liquidity, as well as an adequate public shareholding spread, Bioalpha said in a stock exchange filing today.

Bioalpha said it achieved an adjusted consolidated profit after taxation (PAT) of RM10.57 million for the financial year ended Dec 31, 2018 (FY18) and an aggregate adjusted consolidated PAT of RM24.4 million between FY16 and FY18.

As such, it said it has exceeded the profit requirements for the migration to the Main Board, which requires the group to have an aggregate PAT of at least RM20 million for the past three full financial years, as well as a PAT of at least RM6 million for the most recent financial year.

As at FY18, Bioalpha's current assets and current liabilities stood at RM89.96 million and RM9.92 million respectively, which translated to a current ratio of 9.07 times.

Meanwhile, it said cash, bank balances and fixed deposits were at RM23.12 million, saying it has sufficient working capital for at least 12 months from today.

"Accordingly, Bioalpha Group is in a healthy financial position, with positive cash flow from operating activities and no accumulated losses based on latest audited financial statements of financial position for FY18," it said.

And as at July 31, Bioalpha’s public shareholding spread was at 57.11%, comprising 5,066 public shareholders holding not less than 100 ordinary shares each, exceeding the minimum requirement of 25% public shareholding in the hands of 1,000 public shareholders.

Bioalpha managing director William Hon said the time is right for the group to "graduate" to the Main Market.

"The proposed transfer would lift the group to greater heights as we believe being Main Market-listed would accord Bioalpha with greater recognition and acceptance amongst investors, particularly institutional investors, and our stakeholders, to better reflect our current scale of operations.

"At the same time, we would also have enhanced access to the broader capital market to support our expansion plans," he said.

He added the group will continue to grow its products and customer base locally as well as in key markets like China in its health supplement manufacturing business, while it plans to add more Constant outlets under its retail pharmacy business.

"We expect sales of house brand products to improve as we add more outlets. Looking ahead, we are positive on making strides as we continue our endeavours to strengthen the business," Hon added.

Subject to regulatory approvals, Bioalpha expects the migration to be completed by the fourth quarter of this year. Its shares closed unchanged at 20 sen today, with a market capitalisation of RM172.04 million.

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