【SAPNRG 5218 交流专区】（前名 SENERGY）

samtck80

goldentriangle 发表于 25-6-2016 09:24 PM
昨天在RM1.35 时进了一点货...
希望下个星期会开始反弹...
各位大大有何见解?

目标价为1令吉26仙。

Tony-Pua

沙肯石油获5亿合约
2016年6月29日
http://www.enanyang.my/news/20160629/沙肯石油获5亿合约br-利好激励股价涨8/

（吉隆坡28日讯）沙肯石油（SKPETRO，5218，主板贸服股）宣布，通过独资子公司获得新合约及延长合约，总值约1亿2500万美元（相等于约5亿1300万令吉）。

根据文告，沙肯钻Drilling Tioman从日本JX Nippon油气勘探获得一项合约，提供半潜式辅助钻井平台（Semi-submersible Tender Assist Drilling Rig）SKD Berani，主要是发展三个油气井，大约150天，该项合约预计将从今年7月开始。

此外，沙肯Drilling Jaya的半潜式辅助钻井平台SKD Jaya合约获得延长，主要是为新增的油气井，进行钻探工作大约45天，并对现有的油气井进行附加工作约60天。

沙肯石油旗下的沙肯HL私人有限公司，也获颁三项合约。

第一，为巴斯夫国油公司（BASF PETRONAS Chemicals）的基建和公共设备升级提供采购、制造、建筑、安装和预先启动工程，该合约为期大约9个月。

第二，为国家石油岸外设备的无线电短波支援系统（RS3）计划，进行前期工程与设计（FEED）和综合工程设计、采购、施工、安装及调试（EPCIC），为期19个月。

第三，为SK310 B15发展提供上部结构和导管架配套的采购和建筑工程，合约期限约14个月，预计明年次季完成。

此外，沙肯澳洲私人有限公司分别提供採光井干预（light well intervention）工程，给Woodside石油和澳洲蚬壳（Shell），以及获得一项解除运作（Decommissioning）工程合约。

这些合约预计将对沙肯石油未来的净利带来贡献。

相信是受到利好因素激励，沙肯石油股价积极攀升，闭市时报1.42令吉，上涨10仙或7.58%，成交量有3792万2100股。

首季净利挫58%

由于工程建筑以及能源业务盈利下跌，拖累沙肯石油截至4月30日首季，净利按年锐减57.69%。

集团首季净赚1亿1031万令吉，相等于每股净利1.85仙，显著低于上财年同季的2亿6069万令吉或4.37仙。

同时，营业额亦从22亿5817万令吉，按年减少14.03%，达19亿4144万令吉。

根据文告，集团的营业额下跌，主要是因为钻探和能源业务取得较低营业额。

沙肯石油表示，石油价格展望仍不稳定，且油气领域的资本开销仍在短期内持续低迷。

“集团持续关注在主要市场增加和补充订单、重修成本基础，以及提升营运效率。”

由于资本开销减少，集团预计将面对激烈竞争，将对赚幅造成压力。

董事部预计充满挑战的环境，在中期内会延续，但集团会执行策略举措和营运计划，以便能够渡过这个时期。

5218    SKPETRO    SAPURAKENCANA PETROLEUM BHD

Quarterly rpt on consolidated results for the financial period ended 30/04/2016

Quarter: 1st Quarter Financial Year End: 31/01/2017 Report Status: Unaudited Submitted By: Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period 30/04/2016 30/04/2015 30/04/2016 30/04/2015 RM '000 RM '000 RM '000 RM '000 1 Revenue 1,941,444 2,258,170 1,941,444 2,258,170 2 Profit/Loss Before Tax 124,619 336,340 124,619 336,340 3 Profit/(loss) attributable to ordinary equity holders of the parent 110,311 260,694 110,311 260,694 4 Net Profit/Loss For The Period 110,027 261,222 110,027 261,222 5 Basic Earnings/Loss Per Shares (sen) 1.85 4.37 1.85 4.37 6 Dividend Per Share (sen) 0.00 1.35 0.00 1.35 As At End of Current Quarter As At Preceding Financial Year End 7 Net Assets Per Share (RM) 1.9800 2.0400

icy97

Type	Announcement
Subject	OTHERS
Description	SAPURAKENCANA PETROLEUM BERHADAWARD OF NEW CONTRACTS AND EXTENSION OF CONTRACTS
INTRODUCTION The Board of Directors of SapuraKencana Petroleum Berhad (“SapuraKencana” or “Company”) (“Board”) is pleased to announce that wholly-owned subsidiary companies within the SapuraKencana Group have been awarded new contracts and contract extensions with a combined value of approximately USD125 million (approximately RM513 million, based on USD/MYR exchange rate of USD1: RM4.09). Details of each of these contracts are as summarised below: DRILLING Award of Contract for Semi- Submersible Tender Assist Drilling Rig “SKD Berani” by JX Nippon Oil & Gas Exploration (Malaysia) Limited SapuraKencana Drilling Tioman Sdn. Bhd. has been awarded a contract by JX Nippon Oil & Gas Exploration (Malaysia) Limited (“JX Nippon”) for the provision of Semi-submersible Tender Assist Drilling Rig “SKD Berani” (“SKD Berani”). The contract is for JX Nippon’s development drilling campaign offshore Malaysia which comprises of three firm wells of approximately total duration of 150 days as minimum; and two option wells if exercised. The contract is expected to commence by July 2016. Extension of Contract for Semi-Submersible Tender Assist Drilling Rig “SKD Jaya” by BP Trinidad & Tobago LLC SapuraKencana Drilling Jaya Ltd has accepted an extension to its contract with BP Trinidad & Tobago LLC. (“BPTT”) for the provision of its Semi-submersible Tender Assist Drilling Rig “SKD Jaya” (“SKD Jaya”). BPTT has extended the use of the SKD Jaya for its development drilling campaign offshore Trinidad & Tobago for an additional one well for approximately 45 days and additional work on an existing well for approximately 60 days. ENGINEERING AND CONSTRUCTION Award of Contract for the Provision of Procurement, Fabrication, Construction, Installation and Pre-Commissioning Works for the Infrastructure and Utility Upgrading Projects by BASF Petronas Chemicals Sdn. Bhd. SapuraKencana HL Sdn. Bhd. has been awarded a contract by BASF Petronas Chemicals Sdn. Bhd. for the procurement, fabrication, construction, installation and pre-commissioning work for the Infrastructure and Utility Upgrading Projects. The works involve the provision of supervision, manpower, equipment and materials to carry out the construction, installation and pre-commissioning of three packages; boiler, condensate polishing unit and used firefighting water system, complete with common facilities. The contract is for a period of approximately nine months. Award of Contract for the Provision of Front End Engineering Design (FEED) and Engineering, Procurement, Construction, Installation and Commissioning (EPCIC) of Radio Shortwave Support System (RS3) Project by Selex ES Malaysia Sdn. Bhd. SapuraKencana HL Sdn. Bhd. has been awarded a contract by Selex ES Malaysia Sdn. Bhd. for the provision of Front End Engineering Design (FEED) & Engineering, Procurement, Construction, Installation and Commissioning (EPCIC) of the Radio Shortwave Support System (RS3) Project for Petronas Offshore Facilities off the West Coast of Sabah. The contract is for a period of approximately 19 months. Award of Contract for the Provision of Procurement and Construction Works for SK310 B15 Development by SapuraKencana Energy Sarawak Inc. SapuraKencana HL Sdn. Bhd. has been awarded a contract by SapuraKencana Energy Sarawak Inc. for the provision of procurement and construction for the topside package and jacket package for SK310 B15 development. The contract is for a period of approximately 14 months and is expected to be completed by the second quarter of 2017. Award of Contract for the Provision of Light Well Intervention by Woodside Petroleum Limited SapuraKencana Australia Pty. Ltd. (“SKA”) has completed a light well intervention project for Woodside Petroleum Limited. SKA provided an integrated services solution for the project. The work was performed using the SapuraKencana’s assets, including the “SID” Light Well Intervention system and vessel “SapuraKencana  Constructor”. Award of Contract for the Provision of Decommissioning Work for Woodside Energy Julimar Pty. Ltd. SapuraKencana Australia Pty. Ltd. has been awarded a contract by Woodside Energy Julimar Pty Ltd. for phases of the Balnaves Decommissioning project for the Balnaves field which is located offshore North-West Australia. This work includes the project management, engineering and offshore execution for the removal of certain subsea infrastructure associated with the Balnaves field. The contract is for a duration of approximately six months. Award of Contract for the Provision of Light Well Intervention Service by Shell Australia SapuraKencana Australia Pty. Ltd., (“SKA”) has been awarded a light well intervention contract on call-off basis by Shell Australia. SKA is supplying an integrated service solution for Light Well Intervention services utilising SapuraKencana’s Light Well Intervention System and vessel. The contract is for a duration for five years. FINANCIAL EFFECTS The contracts announced herein will have no effect on the issued and paid-up share capital of the Company and are expected to contribute positively towards the earnings of SapuraKencana Group principally for the financial year ending 31 January 2017 and, for contracts that extend beyond 31 January 2017, the financial period(s) thereafter during their respective contract periods. RISK FACTORS     Risk factors affecting the contracts include execution risks such as availability of skilled manpower and materials, changes in pricing, weather conditions, and/or political, economic and regulatory conditions. Notwithstanding, the Company has established a successful track record undertaking similar projects.   DIRECTORS’ AND MAJOR SHAREHOLDERS’ INTERESTS None of the Directors and/or major shareholders of the Company and/or persons connected with them have any direct or indirect interest in the award and extension of the contracts herein. DIRECTORS’ STATEMENT The Board is of the opinion that the acceptance of the contracts herein is in the best interest of the Company. This announcement is dated 28 June 2016.

goldentriangle

samtck80 发表于 28-6-2016 11:53 AM
目标价为1令吉26仙。

那是预测价格, 供参考而已...
今天Skpetro 收 1.45 (+0.03)

我觉得经济开始好转了, 油价开始上升...
现在是开始买进油股票的时候, 比如
1)Skpetro    4)Armada   7)Alam
2)UMWOG   5)KNM        8)Perisai
3)Yinson      6)Dialog
您觉得如何呢?

Tony-Pua

首季悲喜交加‧沙肯石油短空长多
http://www.sinchew.com.my/node/1541976/

（吉隆坡29日讯）沙肯石油（SKPETRO，5218，主板贸服组）2017财政年首季财报喜忧参半，分析员相信领域环境艰难、赚益萎缩等挑战将持续扯住短期盈利增长后脚，但集团擅长长期抗战，长期展望料更为乐观，普遍维持财测和投资评级不变，等候第二季财报释出更明朗短期前景讯息。

工程与建筑（E&C）以及能源业务表现不振，拖累沙肯石油截至2017年财政年首季核心净利仅为1亿1630万令吉，总体表现悲喜交织。

肯纳格认为沙肯石油表现逊预期，只达到全年盈利目标的23%，归咎于赚益低于预期，特别是工程与建筑业务，相信短期前景在赚益萎缩隐忧，以及合约更新步伐缓慢下将持续充满挑战。

财测大砍

艾芬黄氏研究说，沙肯石油管理层暗示2017财政年营业额将介于70亿至75亿令吉区间，而营运盈利赚益料为30%，因此在下调工程与服务，以及钻探业务营运盈利15%至21%和35%至87%后，连带大砍沙肯石油2017至2019财政年净利目标72%至96%。

相比之下，联昌研究则较为乐观，认为尽管挑战重重，但沙肯石油并未坐以待毙，持续积极追求海外工程，迄今取得1亿2600万美元工程，并通过成本撙节达到5亿令吉成本节省。

“不过，我们相信现有盈利预测与艰难油市不符，有调整的必要，但我们相信公司盈利可能在2016至2017年见底，油气服务市场表现有望在2018年逐步改善。”

安联星展研究认同，沙肯石油表现胜预期，但管理层仍持有保守态度，相信来季盈利将持续承压，尤以工程与建筑和钻探业务为甚。

至于营业额方面，丰隆研究说，虽然沙肯石油目前手握203亿令吉合约，但相信不足以捍卫集团现有营业额基础。

达证券指出，沙肯石油最近取得5亿1300万令吉新合约，其中工程与建筑合约为3亿6200万令吉，钻探合约为1亿5100万令吉，同时集团也积极争取下游合约，以填补岸外上游合约的缺口。

但大马投行认为，纵然沙肯石油新合约入袋，推高现有订单至198亿令吉，当中仅19亿令吉将在2017财政年后未来3年兑现，另有39亿令吉将在2018财政年兑现，远低2016财政年100亿令吉营业额水平。

“目前，沙肯石油总债务为170亿令吉，相信集团23亿令吉总现金，以及2017至2018财政年营运现金流17亿令吉将可满足其10亿令吉年均再融资需求，以及2017财政年8亿令吉资本开销要求。”

整体来看，丰隆研究相信沙肯石油第二季财报将为短期前景提供更明确的指引，因此维持其财测不变。

基于多数证券行普遍维持沙肯石油财测不变，连带目标价和评级也多数持平，仅有艾毕斯研究在考量集团股价经历近期卖压后，上调评级至“守住”，首次评估沙肯石油的大众研究则给予“超越大市”，主要看好集团长期前景。



文章来源：
星洲日报‧财经‧报道：洪建文‧2016.06.29


沙肯石油
股价低可买入
2016年6月30日
http://www.enanyang.my/news/20160630/沙肯石油br-股价低可买入/

samtck80

goldentriangle 发表于 29-6-2016 06:28 PM
那是预测价格, 供参考而已...
今天Skpetro 收 1.45 (+0.03)

我觉得经济开始好转了, 油价开始上升...
现在是开始买进油股票的时候, 比如
1)Skpetro    4)Armada   7)Alam
2)UMWOG   5)KNM        8)Perisai
...

股价低可买入

goldentriangle

samtck80 发表于 9-7-2016 02:28 PM
股价低可买入

您也觉得股价低可买入, 那么油股为什么一直停留在历史新低不上?
尤其是KNM呢?  Skpetro,Waseong, Armada 还好一点点!

icy97

国油中止Berantai小油田RSC

2016年7月12日
（吉隆坡11日讯）大马国家石油与Petrofac能源发展私人有限公司，以及沙肯石油（SKPETRO，5218，主板贸服股）子公司肯油能源和沙布拉能源投资达成协议，中止Berantai小型油田的风险服务合约（RSC），从9月30日起生效。

今日，国油发文告指，中止RSC能够让国油把该项目长期价值流失程度降至最低，并优化国内的发展和生产活动，符合降低营运成本和提高效率的举措。

中止RSC将从9月30日开始生效，国油将会在接下来的12个月，把剩余的资本和营运开支偿还给两名承包商肯油能源和沙布拉能源投资。

在该项协议下，Berantai浮式生产储卸油轮（FPSO）的所有权将转给国油。

国油在2011年1月31日颁发首个RSC项目给Petrofac能源，以及两名国内合作伙伴肯油能源和沙布拉能源投资，合约价值约为8亿美元（24亿4000万令吉）。

在该项RSC的合作下，Petrofac能源占50%股份，沙布拉能源投资和肯油能源各占25%。

沙肯石油总裁兼总执行长丹斯里沙里尔三苏丁表示，集团持续支持国油降低成本和优化营运的举措，以保留项目长期价值。

“我们感谢国油给机会我们证明在Berantai油田兴建和安装综合设备的能力。加上与伙伴合作，我们能够在过去4年妥善的经营该些设备。”【e南洋】

Type	Announcement
Subject	OTHERS
Description	MUTUAL CESSATION OF BERANTAI RISK SERVICE CONTRACT
The Board of Directors of SapuraKencana Petroleum Berhad ("SKPB") wishes to announce that its wholly-owned subsidiaries, Sapura Energy Ventures Sdn Bhd and Kencana Energy Sdn Bhd and their partner, Petrofac Energy Developments Sdn Bhd, have reached a mutual agreement with Petroliam Nasional Berhad ("PETRONAS") for the cessation of the Berantai Risk Service Contract ("RSC"). The Berantai RSC was signed on 31 January 2011 with PETRONAS and was the first RSC awarded by PETRONAS. It is for the development and production of petroleum from the Berantai field, located offshore Peninsular Malaysia. Participating interests in the Berantai RSC are held 25% by Sapura Energy Ventures Sdn Bhd, 25% by Kencana Energy Sdn Bhd and 50% by Petrofac Energy Developments Sdn Bhd. With the cessation of the RSC, which will be effective on 30 September 2016, PETRONAS will reimburse all outstanding capital and operational expenditures to the Contractors by June 2017. As part of the arrangement, the ownership of Berantai FPSO will be transferred to PETRONAS. None of the Directors and/or major shareholders of SKPB and/or persons connected with them have any interest, whether direct or indirect, in the cessation of the Berantai RSC. This announcement is dated 11 July 2016.

icy97

油市仍低迷‧沙肯前景蒙尘

（吉隆坡12日讯）沙肯石油（SKPETRO，5218，主板贸服组）油田风险服务合约遭终止，但分析员却喜多于忧，预见整起事件对盈利影响不会太大，资本开销提前支付反而有利公司强化资产负债表。

不过，国际油价持续低迷，加上合约更新步伐缓慢，分析员对沙肯石油的营运前景依旧忧心忡忡。

沙肯石油和国家石油公司（Petronas）周一宣布，同意从9月30日起终止Berantai油田的风险服务合约，而国油将于2017年6月前偿付所有的现有资本与营运开销给承包商。

大众研究和马银行研究双双持正面态度，其中前者认为，在当前油价低迷，以及浮式生产储油船（FPSO）运作带来的高营运成本，相关油田的可行性已遭到质疑，因此终止合约决定正面。

马银行研究认同，称合约终止合情合理，只是时间稍让人意外。

公司将获回退资金

“上述活动最正面的影响是沙肯石油与合作伙伴Petrofac可在合约届满前，即获得全额回退，明显比多数款项将在2018财政年才兑现为快。”

马银行研究补充，以Petrofac的2015财报来看，Berantai油田应收账项为3亿5700万美元，将分6年兑现，同时FPSO价值料达3亿美元。

“因此，以沙肯石油49%合约持股来看，公司潜在回退达4亿美元（约16亿令吉），有望降低净债务8%，同时拉低负债比从1.7倍至1.5倍。”

安联黄氏研究相信上述消息利空将获得长期新天然气田发现抵销，同时资本和营运开销将在明年获得回退，将使得公司有能力逐步偿还相关工程的外债，以及降低负债率。

艾芬黄氏研究也相信合约终止对沙肯石油不一定是坏事，主要是未来盈利虽难免受到稀释，但却不会影响到公司的价值，主要是资金回退已将未来获利纳入考量。

“我们预见合约终止对沙肯石油2017财政年盈利目标影响有限，维持2017至2019财政年1亿5200万令吉、3亿零500万令吉和4亿9100万令吉盈利目标不变。”

不过，达证券虽对此不感意外，但仍难掩失望情绪，认为沙肯石油将痛失相关合约盈利贡献，预见公司2017至2019财政年盈利将因此减少1910万至1亿零380万令吉，连带下调其2017至2019财政年盈利目标16%至54%。

整体来看，丰隆研究指出，受到国际油价起伏不定影响，沙肯石油短期前景依旧不明朗。

“我们相信2016年将是沙肯石油困难重重的一年，主要是合约更新和油价前景疲弱。”

大马投行说，沙肯石油现股价低于账面值28%，归咎于低资产使用率、短期盈利前景疲弱和高净负债比，但决定维持其“守住”评级、目标价和财测不变，等候9月公布的2017财政年第二季财报公布释出更明朗讯号。

股价方面，投资者对上述消息反应冷淡，沙肯石油今日股价窄幅走扬，全日起3仙至1令吉43仙。



文章来源：
星洲日报‧财经‧报道：洪建文‧2016.07.12

icy97

SapuraKencana：Berantai油田风险服务合约遭终止 无不利影响
By Supriya Surendran / theedgemarkets.com   | July 13, 2016 : 8:19 PM MYT

（吉隆坡13日讯）SapuraKencana Petroleum Bhd表示，不预期与国家石油（Petronas）双方同意终止Berantai风险服务合约（RSC）会不利财务或影响营运。

SapuraKencana回复大马交易所就此事查询时说，这预计不会有任何实质影响，因国油将赔偿所有未付的资本和营运开支。

“本集团没有预计会因此蒙受损失，浮式生产储卸油船（FPSO）的未付成本将是国油赔偿的一部分。

国油本周一（11日）在5年后，从英国石油服务供应商Petrofac Energy Developments私人有限公司，以及SapuraKencana的手中，夺回坐落在登嘉楼岸外的Berantai油田发展权。

国油在一项文告中指出，终止风险服务合约可减少油气项目的长期价值遭侵蚀，从而优化大马的油气开发与生产活动，并致力于降低成本及提升营运效率。

这项风险服务合约将在2016年9月30日起终止，国油将在2017年6月前偿付其余资本和营运支出予承包商。

作为协议的一部分，Berantai FPSO的所有权将转至国油名下。

SapuraKencana指出，赔偿金将用于偿还银行贷款和充作营运资本。

（编译：陈慧珊）

Type	Reply to Query
Reply to Bursa Malaysia's Query Letter - Reference ID	IQL-12072016-00002
Subject	Mutual cessation of Berantai Risk Service Contract
Description	MUTUAL CESSATION OF BERANTAI RISK SERVICE CONTRACT
Query Letter Contents	We refer to your Company’s announcement dated 11 July 2016 in respect of the aforesaid matter. In this connection, kindly furnish Bursa Securities with the following additional information for public release:- 1) Whether the cost of the FPSO will form part of the reimbursement by Petroliam Nasional Berhad. 2) Details on the intended utilisation of the amount of reimbursement to be received by the Group. 3) Financial and operational impact to the Group arising from the cessation. 4) Expected losses arising from the cessation, if any.
In connection with the query letter received from Bursa Malaysia Securities Berhad dated 12 July 2016, please refer to the attachment for details.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5147025

Attachments Reply to Bursa Query-Cessation of Berantai RSC (13 July 2016).pdf

Tony-Pua

沙肯石油放眼60亿新订单
http://www.sinchew.com.my/node/1550378/

（吉隆坡25日讯）沙肯石油（SKPETRO，5218，主板贸服组）目前手握210亿令吉订单，今年放眼可取得60亿令吉的新订单。虽然近期内压力与挑战不减，但集团有信心业务表现持续向好，特别是过去5年营业额显示正面成长。

沙肯石油在已结束的财政年，集团取得102亿令吉的营业额，比前期增加2%，营运盈利21亿令吉。不过，由于为服务与能源组提供修补资产拨备20亿令吉，集团面临7亿9100万令吉的税后亏损。

此外，集团的石油与天然气资产，也因为油价偏低相应下跌，股东资金共有122亿令吉，总资产一共365亿令吉。

在已结束的财政年，值得一提的包括成功移交大马工程与建筑计划，能源组达到生产目标，并且有效控制营运成本。

沙肯石油将于明日上午10时，于Sapura @ MInes举办股东大会。

文章来源：
星洲网‧2016.07.25



沙肯获4.6亿墨国订单　搭上油气合约潮列车
财经  2016年07月25日
http://www.orientaldaily.com.my/business/cj4.62

（吉隆坡25日讯）沙布拉肯查纳石油（SKPETRO，5218，主板贸服股）宣布，获得墨西哥国家石油公司（Pemex）旗下的探勘与生產臂膀，颁发一项酸气管道合约，总值1亿1300万美元（约4亿6100万令吉）。

沙布拉肯查纳石油是在週一中午休市时，发文告宣布，通过其独资子公司Sapura Kencana Mexicana S.A.P.I.de C.V获得有关合约。

上述合约是负责墨西哥卡门城（Ciudaddel Carmen）连接至E–KU–A2至CA–AJ–1（J4）平台的酸气管道项目，採购、兴建和项目管理工作，也包括运送及安装管道、顶部改装及海底工程等。工程期限从今年7月至明年3月。

Type	Announcement
Subject	OTHERS
Description	SAPURAKENCANA PETROLEUM BERHAD- AWARD OF CONTRACT
INTRODUCTION The Board of Directors of SapuraKencana Petroleum Berhad (“SapuraKencana” or “Company”) (“Board”) is pleased to announce that its wholly-owned subsidiary company, SapuraKencana Mexicana S.A.P.I. de C.V., has been awarded contract with a value of approximately USD 113 million (approximately RM 461 million, based on USD/MYR exchange rate of USD1: RM4.09). INFORMATION ON THE CONTRACT The contract is for the Procurement and Construction of a 36” X 18 KM Sour Gas Pipeline (KMZ – 76) from Platform E – KU – A2 to Platform CA – AJ – 1(J4)  (“Contract”) in Ciudad del Carmen, Campeche, Mexico by Pemex Exploración y Producción.    The Contract scope of work comprises of transportation and installation of pipelines, crossings, top side modifications and subsea works, including procurement and project management (“Works”). Works are scheduled to commence in July 2016 until March 2017. FINANCIAL EFFECTS The Contract announced herein will have no effect on the issued and paid-up share capital of the Company and is expected to contribute positively towards the earnings of SapuraKencana Group principally for the financial year ending 31 January 2017 and, the financial period thereafter during its respective contract period. RISK FACTORS Risk factors affecting the Contract include execution risks such as availability of skilled manpower and materials, changes in pricing, weather conditions, and/or political, economic and regulatory conditions. Notwithstanding, the Company has established a successful track record undertaking similar projects.   DIRECTORS’ AND MAJOR SHAREHOLDERS’ INTERESTS None of the Directors and/or major shareholders of the Company and/or persons connected with them have any direct or indirect interest in the award of the Contract herein. DIRECTORS’ STATEMENT The Board is of the opinion that the acceptance of the Contract herein is in the best interest of the Company. This announcement is dated 25 July, 2016.

icy97

並购资產力爭合约　沙肯应对低油价

财经  2016年07月26日
（吉隆坡26日讯）沙布拉肯查纳石油（SKPETRO，5218，主板贸服股）將通过积极竞標合约，及资產併购活动，来应对目前已经成为新常態的低油价环境。

该公司目前手持198亿令吉的订单。沙布拉肯查纳石油总裁兼首席执行员丹斯里拿督沙里尔三苏丁在今天股东大会（AGM）后的记者会上强调，沙布拉肯查纳石油推出了一系列成本控制措施，一年减少了5亿令吉的开销，接下来目標再降低2亿5000万令吉。

「这將加强我们的负债率和现金水平，以便可寻找价格合理的油气资產。」

截至今年4月30日，沙布拉肯查纳石油手上现金高达23亿3879万令吉，高於去年同期的19亿4753万令吉。净负债率1.27倍，亦优於去年的1.34倍。

公司手上的订单高达198亿令吉，相等於2016財政年（1月31日结账）营收的2倍。

该公司正在竞標总值70亿美元（约280亿令吉）的合约，由於同行竞爭激烈，不排除会接各种小型油气项目，以达到取得50亿美元（约200亿令吉）合约的目標。

无论如何，沙里尔三苏丁提醒说，在经歷內部整顿后，沙布拉肯查纳石油的营运效率，足以在每桶35-40美元的油价前提下生存。

「我们估计油价未来一年可维持在每桶45-55美元水平。在各国政府和大型油气公司减少资本开销后，供应量將逐步减少，但经济成长仍会继续推高需求，对油价带来扶持作用。」

有望续获营运盈利

他相信，凭藉沙布拉肯查纳石油在全球油气领域的良好口碑和能力，该公司有望持续取得营运盈利。

另外，针对国家石油（Petronas）早前终止Berantai边际油田的风险分担合约（RSC），沙里尔三苏丁强调，沙布拉肯查纳石油可以索回之前所投资的成本，以及合约中订下的回酬，可改善公司现金流，也不会让公司面对任何损失。

「我们刚於昨日宣布，成功获得墨西哥国家石油公司（Pemex）颁发总值1亿1300万美元（约4亿6100万令吉）的合约，证明合约流入不受影响。」

上述合约符合市场预期，因此分析员今天普遍维持沙布拉肯查纳石油的投资建议和目標价。

沙布拉肯查纳石油股价今天隨油价走低，全天下滑3仙或2.01%，至1.42令吉。

沙布拉肯查纳石油今天召开了歷时约3小时的股东大会，出席的股东和代表超过2500人。

一名出席股东大会的小股东告诉《东方財经》，董事局面对股东们的一连串问题。

当中的不满包括董事局成员出席会议的次数不理想、董事薪酬过高，同时也关注公司最新合约进展的详情。

过去一年，基於新合约减少及面对巨额减值亏损，沙布拉肯查纳石油股价缩水了四成以上。【东方网财经】

icy97

沙肯石油
被过度抛售

2016年7月27日

分析：MIDF投资研究
目标价：1.71令吉

最新进展：

沙肯石油（SKPETRO，5218，主板贸服股）独资子公司SapuraKencana Mexicana获总值1亿1300万美元（约4.61亿令吉）的合约，发展位于墨西哥坎佩切州（Campeche）的石油业务。

该合约包括导管输送与安装、道口石油、岸外石油平台顶部改革及海底作业，包括采购与计划管理等。  

行家建议：

2017财年至今，沙肯石油已获得10亿令吉合约，现有订单已达210亿令吉，而竞标合约达70亿美元（约280亿令吉）。

手握订单中的51亿令吉会于2017财年进账，40亿令吉于2018财年进账，而剩余的110亿令吉则于2019财年或之后才入账。

基于将执行合约与营业额符合预期，沙肯石油的营业额预测维持不变。

沙肯石油的现金流从19亿令吉增至23亿令吉，债务也逐渐下降。

此外，该公司透过改善采购管道，提高营运效率及降低多余开销，今年至今省下了5亿令吉（约30%）成本。

从上述表现来看，该股在过去2个月遭受大量脱售的现象已属过度，这现象也有可能是因国际和国内时局动荡所致。



【e南洋】

icy97

进军欧洲市场
沙肯石油获5亿TANAP合约

2016年7月29日
（吉隆坡28日讯）沙肯石油（SKPETRO，5218，主板贸服股）获得土耳其TANAP Dogalgaz iletim A.S.公司，颁发总值5亿1000万令吉的Trans Anatolian 天然气输送管（TANAP）合约，借此进军欧洲市场。

沙肯石油发表文告，最新的合约意味着该公司在全球的市场进一步扩展。

该公司是通过独资子公司SapuraKencana TL岸外私人有限公司，获得上述合约，为TANAP工程的岸外输送管及光纤电缆，进行工程、采购、施工及安装（EPCI）工作。

同时，上述工程将在马尔马拉海的达达尼尔海峡（Dardanelles Strait）岸外进行。

沙肯石油还说，该项工程将于今年第三季展开，2018年第三季结束。

TANAP是横跨亚洲和欧洲的天然气输送管工程，阿塞拜疆共和国持股58%、土耳其BOTAS石油输送管公司持股30%，及英国石油公司（BP）持有其余的12%。

沙肯石油总裁兼总执行长丹斯里沙里尔三苏丁通过文告指出：“获得这项工程，显示出我们的转型和策略，继续提升公司在全球的竞争力。降低成本和提升营运效率，提高了公司竞争力，并获得墨西哥和TANAP合约，总值近10亿令吉。”

他相信，最新合约都将为公司带来正面贡献。

截至目前，该公司现财年内共获得31亿令吉的新合约。【e南洋】

Type	Announcement
Subject	OTHERS
Description	SAPURAKENCANA PETROLEUM BERHAD- AWARD OF CONTRACT
INTRODUCTION The Board of Directors of SapuraKencana Petroleum Berhad (“SapuraKencana” or “Company”) (“Board”) is pleased to announce that its wholly-owned subsidiary company, SapuraKencana TL Offshore Sdn Bhd (“SKTLO”), has been awarded a contract with a value of approximately USD 125.9 million (approximately RM 510 million, based on USD/MYR exchange rate of USD1: RM4.06). INFORMATION ON THE CONTRACT The contract is for the Engineering, Procurement, Construction and Installation (“EPCI”) of offshore pipelines and fibre optic cables for the Trans Anatolian Natural Gas Pipeline (TANAP) (“Contract”) from TANAP Doğalgaz İletim A.S. The Contract scope of work comprises the design and engineering, procurement of materials, management, transportation, construction, installation, and testing and pre-commissioning of offshore pipelines and fibre optic cables, including but not limited to all temporary and permanent works for the installation of two 36” offshore pipelines approximately 35km in total length, two 48-core and two 192-core offshore fibre optic cables running parallel to the offshore pipelines, and other associated works relating to the Contract. The work location is at the Dardanelles Strait in the Sea of Marmara. The Project is scheduled to commence in the third quarter of 2016 and ends in third quarter of 2018. FINANCIAL EFFECTS The Contract announced herein will have no effect on the issued and paid-up share capital of the Company and is expected to contribute positively towards the earnings of SapuraKencana Group principally for the financial year ending 31 January 2017 and, the financial period thereafter during its respective contract period RISK FACTORS             Risk factors affecting the contract include execution risks such as availability of skilled manpower and materials, changes in pricing, weather conditions, and/or political, economic and regulatory conditions. Notwithstanding, the Company has established a successful track record undertaking similar projects. DIRECTORS’ AND MAJOR SHAREHOLDERS’ INTERESTS None of the Directors and/or major shareholders of the Company and/or persons connected with them have any direct or indirect interest in the award and extension of the contracts herein. DIRECTORS’ STATEMENT The Board is of the opinion that the acceptance of the contracts herein is in the best interest of the Company. This announcement is dated 28 July, 2016.

icy97

沙肯石油
新合约或赚4080万

2016年7月30日

分析：丰隆投行
目标价：1.35令吉

最新进展

沙肯石油（SKPETRO，5218，主板贸服股）获得土耳其TANAP Dogalgaz iletim A.S.公司，颁发总值5亿1000万令吉合约。

沙肯石油将为Tran Anatolian天然气输送管（TANAP）工程内的岸外输送管和光纤电缆，进行工程、采购、施工及安装（EPCI）工作。

上述工程将在马尔马拉海的达达尼尔海峡（Dardanelles Strait）岸外进行，今年第3季开始施工，预计2018年第3季结束。

行家建议

假设此项目赚幅为8%，将为沙肯带来4080万令吉的税前盈利，足以弥补部分订单在年底放缓或结束所带来的冲击。

获得新合约对沙肯石油来说是正面的，显示行业轻微好转，至于是否整体油气领域正在复苏，我们认为还言之过早。

沙肯的运输及安装（T&I）业务提前解约的风险很低，因为为巴西石油公司（Petrobras）服务的船只仍全面运作，显示顾客对沙肯的服务有信心。

我们维持沙肯石油的“守住”评级，根据2018财年股价对账面价值0.6倍，把目标价格设在1.35令吉。



【e南洋】

icy97

Swiber清盘疑云．沙肯石油坐收渔利

（吉隆坡8日讯）分析员认为，新加坡油田服务商Swiber控股冒出清盘疑云，许多合约遭终止，此举有利沙肯石油（SKPETRO，5218，主板贸服组）攫取更多合约。

大马投行指出，Swiber宣布终止越南石油技术服务公司（PTSC）估值2100万美元（约8500万令吉）的合约，这份工程已经交由沙肯石油与荷兰Heerema海事服务公司，预期第三季完成。

大马投行补充，沙肯石油对Swiber手上180亿美元合约当中的70亿美元（约280亿令吉）合约虎视眈眈。

不包括上述合约在内，沙肯石油至7月29日为止已经取得了31亿令吉合约，所有订单总值估计为213亿令吉。

综合上述看法，大马投行维持“守住”评级与1令吉40仙目标价不变。

股价：1令吉42仙
总股本：59亿9200万股
市值：85亿864万令吉
30天日均成交量：815万股
最新季度营业额：19亿4144万4000令吉
最新季度盈亏：净利1亿1031万1000令吉
每股净资产：1.98仙
本益比：—
周息率：—
大股东：丹斯里沙里三苏丁（约17.1%）

文章来源：
星洲日报‧财经‧2016.08.09

icy97

沙肯石油为巴西国家石油 交付第6艘铺管船

经济新闻
5/09/201619:05
（吉隆坡5日讯）沙肯石油有限公司（SKPETRO，5218，贸易服务组）已交付了第6艘也是最后一艘名叫沙布拉鲁比的铺管船（PLV）予巴西国家石油有限公司。

上述船只已于2016年8月14日开始在巴西运作。

该集团通过合资公司沙布拉海事船运（SNM）在巴西负责替巴西石油在岸外进行工作，而SNM是由沙肯石油与岸外钻井公司Seadrill以50:50成立。

SNM分别在2011年11月和2013年6月，荣获巴西石油公司颁发两大长期合约，总值达41亿美元。

该合约是建造和操作6艘铺管船，在长达8年的时间于巴西岸外深海铺设喉管，并拥有另外8年的延长选择权。

沙布拉鲁比已加入了其他5艘分阶段交付的铺管船，目前已在巴西的深海油田工作。

第一艘铺管船沙布拉迪亚曼特，已于2014年6月28日开始运作，从那时起与沙布拉托帕济乌和沙布拉尼克斯一起投入运作。

最后3艘铺管船分别是沙布拉杰德、沙布拉埃斯梅拉达和沙布拉鲁比，已在本财政年度开始替巴西国家石油工作。

“沙布拉鲁比的投入服务，标志着我们为客户巴西国家石油完成建造6艘铺管船，并开始在巴西的超深海区域进行运作。”

沙肯石油总裁兼集团首席执行员丹斯里沙里尔三苏丁说：“现在，所有船只都在按时与按预算操作，这强调着我们将会继续致力有效地运作。【光华日报财经】

icy97

沙肯石油获2.64亿合约

2016年9月2日
（吉隆坡1日讯）沙肯石油（SKPETRO，5218，主板贸服股）宣布，独资子公司SapuraKencana TL岸外，获颁5项总值6530万美元（约2亿6400万令吉）的合约。

根据文告，第一项合约是由大马雷普索尔（Repsol）油气公司颁发，为BOC-BOD管道更换项目接头的岸外设备提供运输和安装服务。

这项合约是位于大马半岛东北部，毗邻越南和泰国的PM3商业地区的Bunga Orkid发展项目，期限为1个月。

第二项合约是马国际船务（MISC，3816，主板贸服股）独资子公司MISC Offshore Floating Terminals（L）有限公司颁发，负责搬迁位于登嘉楼吉利地（Kertih）20公里岸外的一艘浮动储油卸油船（FSO），合约为期5个月。

第三项合约则由越南石油技术服务机构（PTSC）所颁发，为越南Su Tu Trang油田的导管架、钢桩和附属结构，提供岸外安装服务，为期3个月。

第四项则由国油勘探颁发，为F12天然气开发项目，提供管道、底部架构和上部结构的运输与安装服务，位于民都鲁东北部的180公里岸外，为期8个月。

最后一项合约，是由大马埃克森美孚勘探和生产颁发，为Guntong铺管项目的岸外设备，提供运输和安装服务。

工作范围包括从Tapis Q至 Guntong C新管道的运输和安装，合约期限为2017年3月至5月。【e南洋】

Type	Announcement
Subject	OTHERS
Description	SAPURAKENCANA PETROLEUM BERHAD- AWARD OF CONTRACTS
INTRODUCTION The Board of Directors of SapuraKencana Petroleum Berhad (“SapuraKencana” or “Company”) (“Board”) is pleased to announce that its wholly-owned subsidiary, SapuraKencana TL Offshore Sdn Bhd (“SKTLO”) has been awarded contracts with a combined value of approximately USD65.3 million (approximately RM264 million, based on USD/MYR exchange rate of USD1: RM4.04). Details of each of these contracts are as summarised below: ENGINEERING AND CONSTRUCTION Award of Provision of Transportation and Installation of Offshore Facilities for BOC-BOD Pipeline Replacement Tie-in Project by Repsol Oil and Gas Malaysia Limited SKTLO has been awarded a contract by Repsol Oil and Gas Malaysia Limited (formerly known as Talisman Malaysia Limited) for the transportation and installation of offshore facilities for Year 2014-2016 – BOC-BOD Pipeline Replacement Tie-In Project (“Repsol Contract”). The scope of work consists of subsea tie-in of spools to be executed at Bunga Orkid Development located at Northern field of PM3 Commercial Arrangement Area, North-East of Peninsular Malaysia, bordering Vietnam and Thailand. The Repsol Contract is for a period of approximately 1 month. Award of Provision of Demobilisation of Floating Storage and Offloading (FSO) ABU Project by MISC Offshore Floating Terminals (L) Limited SKTLO has been awarded a contract by MISC Offshore Floating Terminals (L) Limited for the provision for demobilisation of Floating Storage and Offloading (FSO) ABU Project (“MISC Contract”). The scope of work consists of a base scope for demobilisation and offloading of an FSO which is located approximately 320km offshore of Kertih, Terengganu, Malaysia in the ABU cluster field at Block PM-318 and optional scope for the towing of the FSO and installation of FSO temporary mooring arrangement at the lay-up area. The MISC Contract is for a period of approximately 5 months. Award of Provision of Offshore Installation for LQ Jacket, Piles and Appurtenances (Base Scope) and Module 1 (Optional Scope) for Su Tu Trang Field in Vietnam by PTSC Offshore Services Joint Stock Company SKTLO has been awarded a contract by PTSC Offshore Services Joint Stock Company for the offshore installation of LQ jacket, piles and appurtenances (base scope) and module 1 (optional scope) (“PTSC Contract”). The work location is at Su Tu Trang Field within the Vietnamese water. The PTSC Contract is for a period of approximately 3 months. Award of Provision of Transportation and Installation of Pipeline, Substructure and Topside for F12 Gas Development Project by PETRONAS Carigali Sdn. Bhd. SKTLO has been awarded a contract by PETRONAS Carigali Sdn. Bhd. for the provision of transportation and installation of pipeline, substructure and topside for F12 Gas Development Project (“PETRONAS Carigali Contract”). The work will be executed approximately 180km offshore of North West of Bintulu, Sarawak, Malaysia. The PETRONAS Carigali Contract is for a period of approximately 8 months. Award of Provision of Transportation and Installation of Offshore Faciliites for Guntong Pipelay Project by ExxonMobil Exploration and Production Malaysia Inc. SKTLO has been awarded a contract by ExxonMobil Exploration and Production Malaysia Inc. (“EMEPMI”) for the provision of transportation and installation of offshore facilities for Guntong Pipelay Project (“EMEPMI Contract”). The scope of work consists of transportation and installation of one new pipeline from Tapis Q to Guntong C. The EMEPMI Contract will commence after the seasonal monsoon of around March 2017 and is expected to end in May 2017. FINANCIAL EFFECTS The contracts announced herein will have no effect on the issued and paid-up share capital of the Company and are expected to contribute positively towards the earnings of SapuraKencana Group principally for the financial year ending 31 January 2017 and, for contracts that extend beyond 31 January 2017, the financial period(s) thereafter during their respective contract periods. RISK FACTORS Risk factors affecting the contracts include execution risks such as availability of skilled manpower and materials, changes in pricing, weather conditions, and/or political, economic and regulatory conditions. Notwithstanding that, the Company has established a successful track record undertaking similar projects.   DIRECTORS’ AND MAJOR SHAREHOLDERS’ INTERESTS None of the Directors and/or major shareholders of the Company and/or persons connected with them have any direct or indirect interest in the award of the contracts herein. DIRECTORS’ STATEMENT The Board is of the opinion that the acceptance of the contracts herein is in the best interest of the Company. This announcement is dated 1 September, 2016.

icy97

Date of change	01 Sep 2016
Name	YAM TUNKU ALIZAKRI BIN RAJA MUHAMMAD ALIAS
Age	46
Gender	Male
Nationality	Malaysia
Designation	Director
Directorate	Non Independent and Non Executive
Type of change	Appointment
Qualifications	YM Tunku Alizakri holds a Master of Business Administration (MBA) from Cornell University and a Bachelor of Laws (LLB) from King's College, University of London. He has practised as an advocate and solicitor in the courts of Malaysia and is qualified as a Barrister (Lincoln's Inn) in the courts of England and Wales.
Working experience and occupation	YM Tunku Alizakri has broad experience in strategic planning, communication, human resources and marketing. YM Tunku is currently the Deputy Chief Executive Officer (Strategy) of Employees Provident Fund Board (EPF), a position which he has held since 1 January 2014. Prior to joining the EPF, YM Tunku was the Chief Marketing Officer and Chief Operating Officer of the Iclif Leadership and Governance Centre. YM Tunku has also held the positions of Director of Strategic Management in Bank Negara Malaysia, Director and Head of Strategy and Corporate Affairs at DiGi Telecommunications, and Vice-President and Head of Group Strategic Planning of Maybank.

icy97

运输安装执行力强
沙肯石油更多合约在望

2016年9月3日
（吉隆坡2日讯）分析员乐观看好沙肯石油（SKPETRO，5218，主板贸服股）在市场竞争竞争和市况艰难的环境下，仍可取得多项油气合约，分析估计好公司今年内还可再取得多项运输和安装合约。

沙肯石油昨日宣布，独资子公司SapuraKencana TL岸外私人有限公司，获颁5项总值6530万美元（约2亿6400万令吉）的合约。

不过，这些合约主要为运输和安装服务，合约规模较小，期限也相对短。

丰隆投行分析员表示，在这油价波动剧烈的时期，沙肯石油仍可取得数项安装服务合约，展示出公司拥有优越的执行能力。

该分析员预计，沙肯石油还可望在年杪前再获多项运输和安装合约，主要来自潜在的泛马（Pan Malaysia）合约配套。

安联星展分析员指出，沙肯石油在下半年的合约流入相对不俗，反映出集团在这竞争激烈的环境下，有能力击退竞争对方，是正面的讯号。

大马银行分析员认为，新合约将沙肯石油今年所获的订单增加至34亿令吉，或相等于现财年60亿令吉新订单目标的57%。 该集团目前在手的合约预计为215亿令吉，相等于2017财年营业额预测的3.2倍。

此外，沙肯石油从负债累累的Swiber公司接手Su Tu Trang油田合约已在预料中，并预测该公司在未来可取得Swiber另一个在缅甸Zawtika的天然气项目。”

大马银行分析员表示，虽然获颁新合约，但是仍在全年的目标之内，所以维持预测不变，并等待9月底公司宣布次季业绩。



短期展望不明朗

尽管持续获得新合约，丰隆投行分析员认为，该公司短期内的展望持续不明朗和充满变数，将跟随着国际原油市场放缓。

该分析员下调沙肯石油的评级至”卖出“，以及维持1.35令吉的目标价，因该股近日的上扬，已反映出合约增长的效应，但油价波动持续对公司带来盈利风险。

大众投行分析员却表示，新合约符合预期，但是盈利贡献只会在2017财年过后才逐渐反映在业绩上。

该投行因而维持给予沙肯石油“超越大市”评级，目标价为1.90令吉。

大马银行分析员表示，沙肯石油仍受到短期盈利展望疲弱和高负债率的影响，目前股价在账面价值的25%折价水平浮动，并维持1.40令吉的目标价不变。【e南洋】


2亿合约预期之中．沙肯石油财测维持
2016-09-09 16:58
http://www.sinchew.com.my/node/1565753/