【KNM 7164 交流专区1】科恩马

蛹

這是利多的消息吧!!!

KNM Group Berhad ("KNM" or "the Company") is pleased to announce that its wholly owned subsidiary, KNM Process Equipment Inc (“KNMPE”) has executed a Settlement and Release Agreement and a Right of Consideration Agreement with Fort Hills Energy L.P. (“FHELP”) and Suncor Energy Inc (“Suncor”) on 3 November 2010 respectively.

Under the Settlement and Release Agreement, FHELP will pay $Cdn 3,034,826.05 to KNMPE in addition to the progress payment previously paid as full and final compensation for the termination of a contract for the Forth Hills Froth Treatment Project in Canada. In consideration for the mutual settlement, Suncor, a partner of FHELP, will provide KNMPE the first consideration for performance of identified products for 5 years from the date of the agreement in respect of its Oilsands capital growth projects in the Wood Buffalo region.

The parties may in good faith negotiate a contract under the Right of Consideration Agreement subject to Suncor reserving their right in its sole discretion to award any future contract to any person or party.

These Agreements are expected to contribute positively to the future earnings of the Group.

None of the Directors, major shareholders, persons connected to the Directors or persons connected to the major shareholders of the Company has any interest, direct or indirect, in the Agreements

很爛的電腦譯文
KNM集團有限公司（“KNM”或“公司”）欣然宣布，其全資子公司，KNM工藝設備股份有限公司（“KNMPE”）已經在執行和解和發行協議及協議的審議權和能源唱片堡山（“FHELP”）和Suncor能源公司（“森科爾”）11月3日2010年分別。

根據和解和發布協議，FHELP將支付3,034,826.05加元至KNMPE除了先前進度款支付賠償全部和最終終止合同的四山泡沫處理工程在加拿大。在審議的相互結算，森科爾，合夥人的FHELP，將提供KNMPE首先考慮產品的性能已確定為 5年，從協議日期在尊重其油砂項目，在資本增長伍德布法羅地區。

當事人可以在合同談判誠意下右審議的協議受到森科爾保留權利自行決定授予任何未來合同的任何人或政黨。

這些協議將積極推動本集團未來盈利。

本公司各董事，主要股東，董事的人士或連接到連接到人的主要股東，本公司有任何利益，直接或間接在協定

Justinclown

害我亏钱的股~
要怪就怪自己经验不足，基本功不够强

kimhorchan

回复 2744# Justinclown
你买的时候是多少哦？我也是亏了！

Justinclown

回复  Justinclown
你买的时候是多少哦？我也是亏了！
kimhorchan 发表于 10-11-2010 01:53 PM

没有记错的话应该5k这样的价钱
卖剩3k多。。。zzzz。。。。

superman007

这几天都在跌了，请问有谁知道发生什么事吗？

etking

KNM又发回教债卷。这公司债务很高哦，各位大大要小心了。

独孤球拍

这股还有希望吗？。。。。
不然就忍痛卖掉算了。。。

terrytan757

很难说，但不太乐观，好像吃泻药似的。

Deecy

General Announcement
Reference No KG-101118-64208

Company Name        :KNM GROUP BERHAD  
Stock Name         :KNM  
Date Announced        :18/11/2010  

Type        :Announcement
Subject        :Material Contract secured by KNM Group Berhad’s subsidiary amounting to approximately RM680 million

Contents        :
       
1. Introduction

KNM Group Berhad (“KNM”) is pleased to announce that its wholly owned subsidiary, KNM Process Systems Sdn Bhd (“KNMPS”), had on 16 November 2010 received notification that it had won the bid for the supply of Technical Documentation, Equipment and Services for the development of gas condensate fields i.e. Adamtash, Gumbulak and Djarkuduk Yangi Kizilcha in the Republic of Uzbekistan amounting to about USD216 million (equivalent to approximately RM680 million based on the exchange rate of USD1.00 : RM3.14) and for a contract duration of about 2 years from Lukoil Uzbekistan Operating Company (“the Project”), subject to the execution of contract agreements.


2. Information on KNMPS

KNMPS was incorporated as a private limited company under the laws of Malaysia on 28 June 1990. Its registered address is at 15 Jalan Dagang SB 4/1, Taman Sungai Besi Indah, 43300 Seri Kembangan, Selangor Darul Ehsan. KNMPS is principally involved in the design, engineering, procurement and manufacturing of process equipment, including without limitation pressure vessels, reactors, columns and towers, drums, heat exchangers, air finned coolers, process gas waste heat boilers and specialised shell and tube heat exchangers, condensers, spheres, process tanks, mounded bullets, process skid packages and turnkey storage facilities as well as technical and project management services in relation to process equipment, plant facilities and general facilities for the oil, gas, petrochemicals, minerals processing and renewable energy industries worldwide.


3. Directors' and major shareholders' interest

None of the directors or major shareholders of KNM, or any persons connected to them, has any direct or indirect interest in the above Project.


4. Effect of the Project

The Project is not expected to have any material impact to KNM Group’s financial performance for year ending 31 December 2010. However, it is expected to contribute positively to KNM Group's earnings for the financial years ending 31 December 2011 and 31 December 2012.


5. Risk Factors

The Project is subject to certain risks mainly in the oil, gas, petrochemical, and energy industries in the Republic of Uzbekistan. These include changes in general economic conditions such as, but not limited to inflation, taxation, foreign exchanges, interest rates, labour and material supply, changes in business and operating conditions such as, but not limited to government and statutory regulations and deterioration in prevailing market conditions.

The Project does not alter the risk profile of KNM as KNM Group is already operating in these industries and hence would continue to be exposed to risk factors that they currently face whilst operating in the industry.

Although KNM Group with its vast experience may undertake efforts to mitigate the various risks, there is no assurance that any change in the above factors will not have a material adverse effect on the business and operations of KNM and/or KNMPS.

This announcement is dated 18 November 2010.

http://www.klse.com.my/website/b ... uncements/index.jsp

Deecy

http://announcements.bursamalays ... 39705F?OpenDocument

佳礼最犀利

为什么这支股还一直在跌。。。。

Deecy

KNM 3Q earnings up 75% at RM56.09m, tax incentive boost

KUALA LUMPUR: KNM GROUP BHD [] saw its third quarter bottomline improve by 75% to RM56.09 million from RM31.92 million a year ago.

It said on Wednesday, Nov 24 that pre-tax profit was RM41.03 million while there was also tax incentive of RM19.54 million.

The group’s effective tax rate was lower than the statutory tax rate mainly due to the availability of certain tax incentives.

Revenue however declined 8.7% to RM418.36 million from RM458.34 million. Earnings per share were 1.42 sen versus 0.81 sen.

When compared to the second quarter, KNM’s revenue of RM418.36 million and net profit before taxation and minority interest of RM41.03 million for the third quarter were higher by RM35.15 million and RM32.71 million.

“The higher revenue and profit for this quarter are mainly due to improvement in capacity utilisation and higher contribution margins during the quarter,” it said.

For the nine-month period ended Sept 30, 2010, the group achieved revenue of RM1.17 billion, profit after tax and minority interest of RM110.57 million and EBITDA (earnings before interest, tax, depreciation and amortisation) of RM154.46 million.

Compared to the same period of previous year, the better performance in this period was due to higher contribution margins during the quarter.

http://www.theedgemalaysia.com/b ... ncentive-boost.html

这几天跌我想是因为4股合1股的关系吧，因为合股是使用最后一次机构价格，也就是RM0.445*4，所以股价维持在0.43~0.445，不过第三季的业绩出来后应该会起吧，因为第3季的成绩总算见得了人...

ahlauweihotmail

今天搞什么把戏？来到了五十仙。

ahlauweihotmail

业绩出炉了，

Profit before Tax =        RM41,032,000

lonely2

因为PROFIT高于预期。。。。

Deecy

業績符預期　科恩馬受熱捧

（吉隆坡25日訊）科恩馬集團（KNM，7164，主板工業股）2010財政年第三季業績表現大致上符合市場預測，其股票在今日大熱走高，是全場最熱門股項。

該股在今日以0.45令吉開始交易後，就逐步攀升至全日最高水平0.50令吉，該股今日以0.495令吉結束交易，起6仙或13.793%，全天共有1億1092萬3600股易手，是全場最熱門股項。

儘管如此，MIDF研究分析員表示，科恩馬集團首9個月淨利表現仍比他們預期低，僅達到全年預測的69%。

無論如何，該分析員表示，科恩馬2010財政年第三季淨利按年成長76%，這主要是因為產能提升以及更好的賺幅貢獻。該分析員指出，工作替補比預期緩慢和合約延遲執行將拖慢產能。

MIDF研究分析員估計，即使該公司目前的產能正在提升，但仍然比70%來得低，尤其是在沙地阿拉伯和印尼的船塢。

科恩馬集團2010年第三季淨利為5600萬令吉，首9個月淨利則為1億1100萬令吉。馬銀行投資銀行表示，這符合市場預測的87至98%，而他們的全年淨利預測則為1億1100萬至1億2800萬令吉。

馬銀行投資銀行表示，在科恩馬集團成功取得20億令吉工程後，該集團立下要在2011年取得25至30億令吉新合約的目標，並將其賺幅成長帶回到風暴前的水平。分析員表示，該集團產能提高5%至65%、超支成本降低以及本季低賺幅訂單減少，是促使淨利提升的主因。

料獲數新合約

無論如何，科恩馬集團營業額僅按季成長4%，歐美區域的未計算利息和稅項之盈利按季成長4.2%，至4200萬令吉。至於亞洲和大洋區未計算利息和稅項之盈利也出現5%成長。

馬銀行投資銀行對該集團營業額和賺幅增長趨勢感到鼓舞，並表示這反映市場信心在持續復甦。

MIDF研究表示，他們並不認為科恩馬集團能在2010年全面復甦，反而2011年該公司的成長潛能則料因為油氣領域展望正面，而取得幾項新合約。科恩馬集團在2010年7月和11月宣佈取得9億6900萬令吉新合約，他們冀望這將能對科恩馬集團帶來正面貢獻。

同時，艾芬投資銀行表示，在數項正面因素支撐下，該投行將科恩馬集團2010至2012年盈利預測分別上調18至31%，至1億6600萬令吉、1億8400萬令吉和2億4200萬令吉。

以上所指的正面因素，為：一，科恩馬集團利潤賺幅提升；二，該集團在近期取得6億8000萬令吉的烏茲別克合約；三，科恩馬在全世界的商業機會提升（目前有160億令吉的競標書）；四，德國柏西格（Borsig）的稅收優惠。

與此同時，基於科恩馬集團第三季業績改善，並在過去半年成功取得新合約，MIDF研究和艾芬投資銀行將該股投資評級上調至「買進」，它們也分別將其目標價格上調至0.55令吉和0.56令吉。馬銀行投資銀行則維持該股「買進」投資評級和0.55令吉目標價格。

http://www2.orientaldaily.com.my ... v0Q1ffP1wAZ2kV668g0

yaps

目前来看，４合１到时会上到RM0.60吧。。。。

佳礼最犀利

OSK TP = RM0.56

hueisee

OSK TP = RM0.56
佳礼最犀利 发表于 27-11-2010 11:56 AM

這只股我還被套住,在0.900的價位,
希望它四變一後有所作為.
因為近期也沒打算放棄它.

Kevlee

冲！冲！冲！。。。。。。{:3_84:}
快快上！我要丢了。。。。。。。。。平均价-0。65