Patient, give time to Dsonic.

Good Q result is around the corner & some good related news too !!

All investors need patient in Insas,
The day is coming toward RM1.00 more !!!
If wanna buy, buy in below RM1.00 !

I patient in Alam.

Daya seem like will up tomolo.
Worth to buy in !

I agree with mrlim, RM4.00 on the coming this few days.
Maybe end of Feb 204 or beginning March 2014.

Dsonic seem like Ecowld, as i said, kena UMA also rebound.
Buy as soon as possible at rm3.10- rm 3.50 b4 End of Feb. 2014.

To all investors,

Do u all remember that ECOWLD also been kena UMA b4?

The following days, Ecowld price still rebound.

Now Ecowld Price hit near to RM5.00.

Director buy Dsonic share, must be something he / she know what is the good news is coming end of Feb. 2014.

Only MD/CEO they know insider news.

They r do first step to buy / increased Dsonic share in hand,

follow by other ppls/investors like us.

TODAY ONLY diganggu oleh UMA.

Its will rebound next day.

so, hold tight for the next gain.

Director buy so much Daya's share, must be something he / she know what is the good news is coming end of Feb. 2014.

Only MD/CEO they know insider news.

They r do first step to buy / increased Daya share in hand,

follow by other ppls/investors like us.

Hold tight, guys.
Good news r coming in this Feb. 2014.
I also buy back Dsonic !!
Federal Gov. manage Malaysia till 2018, a lot of good news for DSONIC r waiting and
coming in 2014, 2015, 2016, 2017 & 2018.

Buy faster !!!

Go Posted kytan. DAYA is good OG & cheapest OG campany,
worth to buy !!!

Agree with invest1818, Dsonic still continue to rebound & rebound.
Dsonic = Monopoly Business.

Buy b4 the price go to next higher level !!

Dayang & Perdana this 2 stocks will rebound anytime.
if up to u.

Let the Market tell us next week.

世界海事 130亿订单创新高 ( althought is old news, but its juz a refreshing to all)
• 行家论股
2013-10-30 12:33

目标价：2.45令吉
最新进展

世界海事（ALAM，5115，主板贸服股）独资子公司———世界海事（大马）私人有限公司获颁一项

价值接近3790万令吉的合约，为一家著名油气公司提供一艘直供应船（Straight Supply Vessels）。

行家建议
据我们所知，上述租客是长久顾客。不过，之前合约的租金是每天每马力（bhp）1.90美元（约5.89令吉），而新合约租金则是每天每马力1.65美元（约5.11令吉）。

虽然租金较低，但上述出租船只的分期贷款已经缴清，所以公司不需要支付利息。

今年至今，世界海事共获得了16项总共12亿7800万令吉的船只租约，而旗下船队的使用率也从原本70%，按季增加至目前的80%。

资料显示，公司目前订单总值130亿令吉，已超越在2008年录得的110亿令吉历史新高。

我们就上述订单表现和船只使用率维持在80%至90%水平的预测，

决定而维持2013至2015财年盈利预测和

“买入”评级，目标价2.45令吉。

达洋，是所稳赚的公司。

DAYANG'S longer-term prospects are strong given that c.77% of its orderbook (RM5b, including a milestone

MYR4.2bn job secured for the Pan Malaysia cluster in May 2013) extends to 2018, which provides very good
earnings visibility.

- Any improvement in PERDANA’s earnings will have a positive bottom-line impact on DAYANG through associate
earnings contributions (more associate contributions from Perdana Petroleum).

- Its hook-up and commissioning/topside maintenance (HUCC/TM) expertise
- Margin expansion from new HUCC/TM work orders in 2H13 after initial startup costs.
- More long-term demand for marine vessels and work barges during the installation and commissioning phase of
offshore platform projects.

Analysts suggested that riser platforms and liquefied natural gas (LNG) trains for the
Block SK-316 could be commissioned as early as 2015 for the Bintulu LNG complex.

We believe DEHB had already
made plans to capture such opportunities - it has a strategic charter of 5-6 marine vessels from PETR for the PanMalaysia HUCC works.

An additional two vessels (to be delivered in Dec 2013 and Nov 2014 respectively) will
bring its own fleet to a total of nine vessels.

- Acquired an offshore accommodation workboat (1 unit) which is expected to be delivered by 4Q14, as part of
the fleet expansion plan to provide marine support to offshore O&G facilities.

- Strengthening its presence in the O&G sector by sustaining a strong asset base, currently comprising of 9 marine

À


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o
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Pls go to Silkhld investor forum, guys.
I posted some info regarding OSV-related to Alam.

ALAM is one of them, % price rebound to RM2.00 something in this year 2014,

Not like 2013 last year already.

Total Membership Strength as at 25 June 2012 = 23
Total Fleet’s Strength = 200 (Average age = 4.5 years old)
Next 5 years Members Fleet Expansion Plan (2016) = About 80 vessels Total combined group revenue is worth more than RM15billion and a combined group assets worth more than RM 10billion.

About 12,000 employed marine crews serving on all our offshore vessels nationwide.

There are about 49 Malaysian registered companies (including Labuan registered) that own and operate Offshore Support Vessels.

There is a demand for more than 200 vessels in the next five years in Malaysia.

I understand that all our members fleet of 200 units are fully employed.

The Association represents the ordinary members of Malaysian ship owners, who own and operate OSVs in providing services in the maritime logistic, accommodation and maintenance facilities.

It encourages other sectors, such as the financial institutions, maritime training institutions, shipyards, marine insurance and vessel classification society, which are engaged in or associated with the Oil and Gas industry, to become its associated members.

OSV Malaysia can be a catalyst for economic growth and interaction within the Oil & Gas industry in Malaysia.

It is especially important as it enables industry players to pull strength and resources together towards the development and expansion of the industry. Towards the end we should facilitate and encourage our players to compete out of our own shore.

PRIMARY OBJECTIVES :
• To provide a collective platform to express common industry concerns for members’ interest and welfare
• To facilitate in promoting research and development in the Malaysianization of technical support and services
• Training and human resources development for OSV industry

The Malaysia OSV (Offshore Support Vessels) Owners Association, or its acronym "OSV Malaysia" in short was established on 16th June 2011 and has successfully held its maiden Annual General Meeting on 22nd September 2011.

Offshore support vessels (OSV) are ships and various types of marine vessels, designed and built to cater to the needs of the Oil and Gas upstream industry, at sea. The Association forms a crucial part of Malaysia's Oil and Gas industry, especially in the exploration and production sectors.

Recent tender by PETRONAS calls for provision of about 10 Anchor Handling Tug (AHTS) of 60M with DP 1 capability for 5 years contract.

PETRONAS has stepped up offshore drilling with local and foreign partners. I understand that there are about 25 drill ships operating in Malaysian waters and only one is a Malaysian owned.

Currently there are about 65 offshore support vessels of various types and sizes chartered to Petronas Carigali’s for Hook Up and Commissioning, Development Division only.

Demand for offshore marine vessels will be highly sought-after to support the development activities and largely confined to platform supply vessels (PSVs), accommodation barges/workboats and anchor-handling and tug supply vessels of more than 5,000 brake horse power.


We understand that 10 to 12 PSVs will be needed to support domestic operations, notably in deep water.

PETRONAS' expenditure plans at this stage are two pronged; development of deep water reserves offshore Sabah, which will require deep water capable PSVs, and also the re-development of fields which are experiencing declining production.

Petronas Carigali and Shell Malaysia to carry out the world’s biggest offshore Enhanced Oil Recovery (EOR) projects in Sabah and Sarawak with total investment of US$12billion which raises the recovery factor to 50% from 36%.

Market Outlook of OSV Sector In Malaysia.

One of the key drivers for the Malaysian OSV market continues to be PETRONAS, and its plans to develop hydrocarbons offshore with investment of RM5 billion for development of marginal fields and RM 15 billion for the North Malay Basin project.

Recent deals such as the Berantai Oil Field Project which totals US$800million.

OSV market has witnessed a stable period over the last few years due to the financially strong IOCs and NOCs in Malaysia. [Source: ISL]

Whilst charter rates became depressed in other global regions, the rates in the Malaysian market remained comparatively buoyant. [Source: ISL]

It represents approximately 20% of the global OSV fleet of about 2000-2500 vessels . Majority of the OSV fleet in South East Asia are smaller in size.

There are nearly 400 Anchor Handling Tug Supply (AHTS), and Platform Supply Vessels (PSV) in South East Asia. Further 500‐800 other OSVs including Construction Support Vessels (CSVs), Dive Support Vessels (DSVs), Tugs, and Crew boats.

Current OSV fleet may not be sufficient in meeting demand due to charterers’ increasingly demanding requirements, and the push for younger and “greener” vessels by regulators.

Within South East Asia, the two countries with the greatest forecast investment in their offshore O&G industry, in terms of platforms and subsea, are expected to be Malaysia and Indonesia. These two countries are developing both their shallow water plays, whilst also moving towards the deep waters” [Source: ISL].

The global OSV market will witness growth over the next five years as key performance indicators such as offshore Capex, the number of wells to be drilled, and the number of new platform installations scheduled, are all set to increase incrementally through to 2013 before peaking in 2014.


Business News

Home > Business > Business News

Published: Saturday February 15, 2014 MYT 12:00:00 AM
Updated: Saturday February 15, 2014 MYT 7:36:52 AM

No new move by PDZ


PETALING JAYA: PDZ Holdings Bhd said it has not put in any proposals to acquire Efogen Sdn Bhd.

“The company’s major shareholder, who is in preliminary talks with some parties to explore potential business dealings, has informed the company that there is no new development thereof,” PDZ told Bursa Malaysia.

The shipping firm said it would make an announcement if there were further developments.

http://www.thestar.com.my/Business/Business-News/2014/02/15/No-new-move-by-PDZ/

'Overweight' on O&G sector stays

AMRESEARCH Sdn Bhd has kept its "overweight" call on the oil and gas sector and "buy"

call for SapuraKencana Petroleum Bhd, Alam Maritim Resources Bhd and Bumi Armada Bhd.

Read more: 'Overweight' on O&G sector stays http://www.btimes.com.my/Current_News/BTIMES/articles/oilyy/Article/#ixzz2tMhxbrec

Dun like me, released too ealier.

Do u know, ...
Alam got3 AHT/AHTS,10 SSV, 1 TB, 1 DB, & 1 survey support.

so Total of OSV are 16.

Stronger group profits ahead

SILK Holdings to deliver group net profits of MYR11.0m in FY7/14 (FY7/13: MYR4.4m) and MYR29.3m in FY7/15 with the growth coming from

(i) three new OSVs in FY7/14 and a full stake in four existing OSVs effective Dec 2013 which were previously 51% owned, and

(ii) continuous robust traffic growth at the KRR and a toll hike (+38% for Class 1 vehicles) due in 2015. In 1QFY7/14, SILK Holdings reported a net profit of MYR2.2m, and our forecasts assume another MYR8.8m in 2Q-4QFY7/14.

Prospects are bright for JM to capitalise on the wave of opportunities in the Malaysia OSV market.

Higher drilling activities, increasing demand for platforms and floating solutions, rising development for enhanced oil recovery (EOR) activities and deepwater explorations augur well for the OSV market.

Do u know...

5th largest OSV operator in Malaysia

Jasa Merin (Malaysia) S/B (JM), which commenced operations in 1982, is an offshore support vessel (OSV) owner and operator, providing services to oil majors operating in Malaysian waters.

It has over 30 years of experience with an excellent track record and is recognised by the oil majors.

JM is 70% owned by AQL Aman S/B, a 100%-subsidiary of SILK Holdings, with the remaining 30% owned by State-owned Terengganu Incorporated S/B (TIA).

O&G & Infrastructure

SILK Holdings is an investment holding company with a 70% interest in Jasa
Merin (Malaysia) S/B, an offshore supply vessel (OSV) owner and operator,

and a 100% stake in Sistem Lingkaran-Lebuhraya Kajang S/B, the
concessionaire for the 37km Kajang Traffic Dispersal Ring Road (KRR) with
a 23-year concession period remaining (expiring on 31 Jul 2037).

Do u know,... Jasa Merin (M) Sdn. Bhd. owned 13 AHT/AHTS & 3 SSV.
Total of OSV are 16.

Hold Tight Dayang & Perdana's share !!!

ALAM i think is on the uptrend way to the TP given by research houses.

yes, correct.

Alam confirm earn Money ones !!

Hold it !

I believe no longer fr now Dayang's Share Price will More than RM4.00 !

星洲网首頁 > 財經 > 熱股評析
柏達納和達洋浮現合併可能性
2014-02-13 17:42



（吉隆坡13日訊）柏達納石油（PERDANA，7108，主板貿服組）與持股25%大股東達洋企業（DAYANG，5141，主板貿服組）的合作結下成果，分析員不排除兩家合併的可能性。

馬銀行研究的報告激勵柏達納股價上漲，一度漲18仙或9.18%至1令吉96仙，閉市漲14仙或7.8%至1令吉92仙。

目前柏達納有6艘OSV以合約性質，長遠出租（5年加1年）予達洋企業，以支援後者為蜆殼（SHELL）提供的維修保養服務。

馬銀行金英研究表示，考量到2家公司的良好合作關係，不排除企業活動的可能性，包括進行類似沙肯石油（SKPETRO，5218，主板貿服組）的合併，或由達洋企業收購柏達納。

馬銀行研究員說，2家公司的業務重疊性低，若合併將由達洋主導，主要是達洋大於柏達納一倍，且持有淨現金，柏達納則負債。

“假設以換股方式進行併購，以16至18倍本益比計，新公司市值可達60億至70億令吉，達洋股東持股66%，餘者由柏達納股東持有。”

柏達納末季淨利
有望達2千萬

受由船艦高使用率與低營運開銷驅動，馬銀行研究預測柏達納石油第四季淨利按年增長16至29%，來到1千800萬至2千萬令吉，全年淨利也同步按年增長167%至6千萬令吉，超越市場預測的17%。

柏達納從去年脫售8艘老舊岸外支援船艦（OSV）購買3艘新OSV中，節省了2千萬令吉。2013年裡，13艘OSV是長期出租，另3艘是現場出租。

馬銀行研究認為，邁入2014年，柏達納石油艦隊將由16艘增至18艘。今年2月與10月將有2艘新工作船Resolute與Emerald交貨，將派遣以支援去年12月交貨的PerdanaProtector將貢獻這個財政年全年盈利。同時，另3艘新OSV也逐步進賬。

OSV的使用率料將進一步改善，5千制動馬力（bhp）的三用工作船（AHTS）每日出租率已改善；基於需求高，收費率由2013年的每單位1.70美元，改善至今年的2至2.20美元。

“很大可能18艘OSV都獲長期租約，整體OSV使用率達90至95%，相比一年前為70%。”

馬銀行研究不排除上述租賃的船艦中，未來有可能被收購，這大約每年從租費與利息成本、折舊中節省1千萬令吉。

馬銀行研究因此維持柏達納石油“買進”評級不變，目標價2令吉55仙。

柏達納石油的盈虧表與現金流改善，將有優勢擴大艦隊，有能力增2至3艘新的OSV，並從國家石油增資本開銷和油氣業蓬勃活動獲利。

兩艘工作船，每年約可提高盈利達1千800萬令吉，負債則維持在1倍（目前為0.6倍）。（星洲日報／財經‧報道：張啟華）

http://biz.sinchew.com.my/node/89829?tid=18

達洋挪威設公司
2014-02-13 15:32


（吉隆坡13日訊）達洋企業（DAYANG，5141，主板貿服組）宣佈在挪威成立一家名為達洋岸外建築（DOCAS）的子公司，以擴張業務至挪威。

達洋企業在文告中表示，DOCAS的主要業務是岸外營運，包括合約、採購、租船及相關業務，目前尚未展開營運。（星洲網）

http://biz.sinchew.com.my/node/89802

Solid Growth in future.