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2017-10-02 22:28 | Report Abuse
ilovehits u family ham ka ling ham ka chan a thousand times
2017-10-02 22:27 | Report Abuse
U whole family ham ka chan a thousand times
2017-10-02 22:26 | Report Abuse
ilovehits u ham ka ling ham ka chan
2017-10-02 22:25 | Report Abuse
I know very well d reason Dayang is dropping n it is short term
2017-10-02 22:24 | Report Abuse
U stupid u don't know anything abt Dayang or Perdana u BS
2017-10-02 22:10 | Report Abuse
Perdana hv made impairment n utilisation rate increasing Next QR likely profit
2017-10-02 22:09 | Report Abuse
Sekali impairment rm 1.00 Stupid pretend target buying price
2017-10-02 22:07 | Report Abuse
U stupid dick head u wil die here RUN
2017-10-02 22:07 | Report Abuse
CORE LOSS some more potential impairment arising from drilling assets.
Sapura Energy Berhad - Below Expectations
Author: kiasutrader | Publish date: Thu, 28 Sep 2017, 11:08 AM
1H18 results came below expectations dragged by stubbornly high fixed cost amidst weak drilling utilisation. Uncertain timing of contract award remained a concern to SENERGY even though tender enquiries were active. Post FY18-19 earnings cut of 39%-17%, we maintain MARKET PERFORM call on the counter with revised TP of RM1.55 pegged to lower FY19E PBV of 0.7x in view of potential impairment arising from drilling assets.
2017-10-02 21:00 | Report Abuse
U better sell b4 too later Pandai pandai
2017-10-02 20:59 | Report Abuse
CORE LOSSES MORE TO COME QR AFTER QR u tell me
2017-10-02 20:56 | Report Abuse
Tomorrow here drop 8% SELL SELL SELL
2017-10-02 20:55 | Report Abuse
I don't hv to run I don't hv tis lousy counter
2017-10-02 20:52 | Report Abuse
Some more want BS to trap ppl U think everyone newbie like u
2017-10-02 20:51 | Report Abuse
lovehits Hahahaha... still in denial mode. Pity. Pity. Hahahaha.
2017-10-02 20:50 | Report Abuse
SAPURA ENERGY BERHAD is too big for MCM to help it RUN RUN RUN
2017-10-02 20:47 | Report Abuse
When announced wil drop like Dayang Carimin At least 8% drop MUST NOW
ilovehits SENERGY is going to announce they get one of the MCM packages next week. I'm 51% sure.
30/09/2017 13:39
2017-10-02 20:46 | Report Abuse
Continue to make CORE losses More impairment coming SELL SELL RUN RUN
2017-10-02 20:42 | Report Abuse
Don't listen to BS If love hits won't choose SAPURA ENERGY BERHAD for a million yr
ilovehits 12 months lowest $1.33, highest $2.10. Now at $1.46, very attractive.
02/10/2017 17:18
2017-10-02 20:39 | Report Abuse
Hv bin making losses To continue to make CORE losses Wat do u expect RUN FAST FAST
2017-10-02 20:38 | Report Abuse
Sapura Energy: 2QFY18: More Core Loss Expected
Date: 28/09/2017
RUN RUN RUN EPF oso run better b fast sell
2017-10-02 20:35 | Report Abuse
EPF selling like no tomorrow RUN RUN RUN Goin t b 1.10 tis week
2017-10-02 20:34 | Report Abuse
More core loss expected RUN!!!
2017-10-02 19:27 | Report Abuse
Midf short term trading sell wil b for 1 day
2017-10-02 19:25 | Report Abuse
U don't know anything abt Dayang very obvious
2017-10-02 19:24 | Report Abuse
Dayang own more thn 37.5% u stupid
2017-10-02 19:24 | Report Abuse
Perdana oil machines wil b use in MCM
2017-10-02 19:11 | Report Abuse
Wil up back to more thn 1.00 Buy
2017-10-02 19:10 | Report Abuse
Contract value wil base on work order Work order value wil follow oil price in future Tis 6 yrs MCM wil ensure no impairment some more
2017-10-02 10:45 | Report Abuse
We are positive on DAYANG’s long-awaited 5+1 MCM contract win. Although the contract value is not disclosed, we believe it could range from RM1.0b to RM1.5b but with margins lower than the previous win amidst vigorous industry cost rationalisation. While maintaining the earnings estimates, we keep our OUTPERFORM call on the stock with unchanged TP of RM1.10 (implying a FY18E PER of 12.5x) pegged to 1.1x FY18E PBV.
5+1 MCM contract. Last Friday, DAYANG announced that its whollyowned subsidiary, has been awarded a contract on 20 September 2017 from PETRONAS Carigali Sdn Bhd (PCSB) for the provision of maintenance, construction and modification (MCM) services Package A (Offshore) - Sarawak Oil. The contract will commence effective 20 September 2017 for 5 years with one-year extension option at an agreed fixed schedule of rates.
Project margins could be lower. We are positive on the contract win as the five-year maintenance contract will provide earnings visibility for its bread and butter business. While the contract value is not disclosed, we believe the total firm contract value could range from RM1.0b to RM1.5b depending on the amount of work orders received. Recall that DAYANG won the RM800m top-side maintenance services contract from Petronas in February 2011 but total revenue recognised was widened to RM1.4b due to additional work scope allocated. Given the rigorous cost optimisation over these few years, the project EBIT margins could be lower, estimated at 15-20% vs its historical margins of 20-25% before the oil prices’ plunge.
Uplifting PERDANA’s suspension… Recap that DAYANG had proposed a distribution of up to 292.2m ordinary shares or c.37.5% equity stake in PERDANA by way of dividend-in-specie to the shareholders of DAYANG. While the proposal has been approved in the EGM held on 9 August, we expect the re-listing of PERDANA upon completion of the exercise in October. Meanwhile, we believe the value of the dividend share could be lower than the last traded price of RM1.54 prior to its suspension on 30 September 2015 pending approval from Securities Commission.
…followed by private placement. Post distribution of dividend-inspecie, DAYANG’s stake in PERDANA will be reduced to 60.5% and its public shareholdings spread will be increased to 20%. Furthermore, PERDANA also announced a private placement of up to 10% of the total number of issued shares, which would lower DAYANG’s stake in PERDANA to 55%. The corporate exercises are expected to be completed by 4Q17.
Maintain OUTPERFORM. Pending confirmation of work orders from PCSB, we opt to maintain our earnings forecast as we have factored in RM1.5b order-book replenishment and earnings will only contribute meaningfully in FY18. All in, we maintain OUTPERFORM call on DAYANG with unchanged TP of RM1.10 pegged to 1.1x FY18E PBV, implying FY18E PER of 12.5x. Risks to our call: (i) weaker-than-expected HUC/TMM work orders, and (ii) prolonged downturn in OSV market.
Source: Kenanga Research - 2 Oct 2017
2017-10-02 07:57 | Report Abuse
Billion RM MCM can't move price? Place ur bet now
2017-10-02 07:51 | Report Abuse
Not strange Not weird Jz ppl either greeded scared or confused by dividend in specise
2017-09-30 11:54 | Report Abuse
China USA economics expands same time High demand for oil
2017-09-30 11:18 | Report Abuse
TA target price 1.24
2017-09-30 11:16 | Report Abuse
5+1 years value in billion
Dilution of Perdana loss
Oil is volatile not falling
TA resistance 1.24
52 weeks high 1.29
2017-09-29 17:40 | Report Abuse
Ya MCM Greedy ppl who sell today regrets d
2017-09-29 08:23 | Report Abuse
Not impossible Sabah EOR if announce today wil fly like North Korea ICM
2017-09-29 08:17 | Report Abuse
Not strange Jz ppl r greedy Bt think plan cannot worked
2017-09-29 07:29 | Report Abuse
Sabah EOR by end of tis year Now already is end of the year By next Monday already October
2017-09-28 15:10 | Report Abuse
Recent high 1.08 when announced more than 1.10?
MCM announcement wil add on further
2017-09-28 09:46 | Report Abuse
Announcement not today wil b tomorrow Exciting to receive Perdana share
2017-09-28 09:43 | Report Abuse
North Sabah -> 30/100 Profit Sharing x (1-38% tax rate)
30% profit sharing 38% tax rate Where do u get tis from?
2017-09-26 16:12 | Report Abuse
Cum Perdana share Good to get Perdana shares whn oil price goin up
Stock: [DAYANG]: DAYANG ENTERPRISE HOLDINGS BHD
2017-10-02 22:29 | Report Abuse
ilovehits u family ham ka ling ham ka chan a thousand times