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发表于 15-8-2008 10:21 AM
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发表于 16-8-2008 11:15 PM
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MISC gets ready for buying opportunity
By Kamarul Yunus and Roziana Hamsawi
Published: 2008/08/16
The LNG carrier may acquire companies that do not survive the shipping slump if the price is cheap and reasonable enough, says its chief
MISC Bhd, the world's largest carrier of liquefied natural gas (LNG), is ready to face the anticipated slowdown in the shipping industry and may consider acquiring companies that encounter difficulties.
The group has been putting in place various initiatives aimed at cutting operating cost by some 20 per cent and making it leaner and more efficient.
"Recession is coming. Normality has to take place and, in this process, there are bound to be survivors and those who get hurt.
"We are lucky in the sense that, within MISC, we have for the last three years prepared ourselves for the downturn by enhancing our resilience factor.
"Now, we are on the lookout for those who do not survive the slump and will move from there. If it is cheap and reasonable enough, we may consider it," MISC chief executive officer Datuk Shamsul Azhar Abbas told Business Times in an interview.
MISC has been looking for a possible acquisition in the past two years, but prices quoted to it were less than favourable.
Shamsul said that managing cost and developing competency remain the two biggest challenges to the shipping company.
MISC has enough funds at present to support its operations without borrowing. It has yet to tap into the close to RM2 billion raised from its Islamic bond issue last year.
In the last four years, MISC has sharpened its performance in terms of profit generation and this has had a positive impact, Shamsul said.
"In the current situation where costs are rising, we are building up resilience and anticipate that our initiatives will reduce our operating cost by 20 per cent."
Shamsul, who will retire by the year-end, said that MISC was more fortunate compared with its global peers as more than 70 per cent of its operating profit is derived from stable and fixed-term businesses.
This is unlike the past few months, which have seen corporate earnings and margins across the globe being squeezed as the economic downshift continues.
"Commodity prices are at historical highs and, at the same time, we are in the middle of a global credit crunch," Shamsul said, noting that more than half of the ships on order in the global market could not find any financing.
At the end of the day, there may be cancellations, he said. Quite a number of shipyards have been hit and are resorting to renegotiating their contracts, he added.
"This is happening already in the industry, but for MISC, we have not reached that point."
Shamsul conceded, however, that despite its large scale and global presence, the group's cost pressures continue to intensify and impact on its profit margins.
"While being better positioned to ride current headwinds, freight rates are expected to come under increasing pressure in the short term as supply of new ships outstrips demand in the petroleum and container shipping sector."
Shamsul said that he was not surprised by the lower profit (down 2.6 per cent to RM2.43 billion) registered in the financial year ended March 31 2008 despite a historical revenue of almost RM13 billion.
He said he would continue "to steer the ship to calmer waters" in his last few months with MISC before handing over the post to Amir Hamzah Azizan on January 1 next year.
http://www.btimes.com.my/Current_News/BTIMES/Saturday/Frontpage/kapall.xml/Article/ |
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发表于 19-8-2008 08:56 AM
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18 August 2008
Baltic Dry Index (BDI) +65 7622
Spot Rates | | BCI | (Cape index) | BPI | (Panamax index) | BSI | (Supramax index) | | INDEX | | 12673 | +92 | 6465 | +86 | 4229 | +31 | | SPOT 4 TCE AVG | (USD) | 141304 | +1304 | 51910 | +686 | 44217 | +326 | | YESTERDAY | (USD) | 140000 | | 51224 | | 43891 | | | YEAR AGO | (USD) | 117900 | | 58619 | | 50356 | |
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发表于 20-8-2008 08:07 AM
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19 August 2008
Baltic Dry Index (BDI) -797543Spot Rates | | BCI | (Cape index) | BPI | (Panamax index) | BSI | (Supramax index) | | INDEX | | 12337 | -336 | 6467 | +2 | 4288 | +59 | | SPOT 4 TCE AVG | (USD) | 137461 | -3843 | 51927 | +17 | 44838 | +621 | | YESTERDAY | (USD) | 141304 | | 51910 | | 44217 | | | YEAR AGO | (USD) | 116902 | | 58437 | | 50453 |
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发表于 20-8-2008 06:15 PM
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SUMMARY OF KEY FINANCIAL INFORMATION | 30/06/2008 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | | 30/06/2008 | 30/06/2007 | 30/06/2008 | 30/06/2007 | | RM'000 | RM'000 | RM'000 | RM'000 | | 1 | Revenue | 186,026 | 146,138 | 366,490 | 253,555 | | 2 | Profit/(loss) before tax | 226,972 | 140,559 | 326,670 | 288,571 | | 3 | Profit/(loss) for the period | 226,454 | 140,249 | 323,415 | 286,596 | | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 221,895 | 129,465 | 314,152 | 273,119 | | 5 | Basic earnings/(loss) per share (sen) | 22.19 | 12.95 | 31.42 | 27.31 | | 6 | Proposed/Declared dividend per share (sen) | 10.00 | 8.00 | 10.00 | 8.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent (RM) | 1.6815 | 1.6950 |
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发表于 21-8-2008 08:36 AM
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20 August 2008
Baltic Dry Index (BDI) -1997344Spot Rates | | BCI | (Cape index) | BPI | (Panamax index) | BSI | (Supramax index) | | INDEX | | 11710 | -627 | 6330 | -137 | 4370 | +82 | | SPOT 4 TCE AVG | (USD) | 130302 | -7159 | 50825 | -1102 | 45692 | +854 | | YESTERDAY | (USD) | 137461 | | 51927 | | 44838 | | | YEAR AGO | (USD) | 115909 | | 57769 | | 50464 | |
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发表于 21-8-2008 08:41 AM
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发表于 21-8-2008 05:41 PM
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大馬散裝貨運‧半年淨利突破3億
大馬散裝貨運（MAYBULK,5077,主板貿服組）截至2008年6月30日首半年，淨利增長15.02%至3億1415萬2000令吉，前期淨利達2億7311萬9000令吉。首半年營業額則成長44.54%至3億6649萬令吉，前期則達2億5355萬5000令吉。
此公司建議派發每股10仙的中期股息。
大馬散裝貨運指出，營業額走高歸功於幹散貨運費率加強帶動，從首季每日平均3萬7803美元，增長至6個月每日平均3萬9670美元。
第二季淨利按年強勁增長71.39%至2億2189萬5000令吉，主要是脫售2艘船艦進賬；比較去年同期淨利為1億2946萬5000令吉。
單季營業額則按年提升27.3%至1億8602萬6000令吉，比較去年同季為1億4613萬8000令吉。 |
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发表于 22-8-2008 06:17 AM
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原帖由 小巴菲 于 21-8-2008 08:41 AM 发表 
派息10仙咯.....
几时派息？ |
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发表于 22-8-2008 08:31 AM
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回复 1189# 钱在手 的帖子
还没宣布除权日，耐心的等等吧.... |
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发表于 22-8-2008 08:32 AM
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21 August 2008
Baltic Dry Index (BDI) -1547190Spot Rates | | BCI | (Cape index) | BPI | (Panamax index) | BSI | (Supramax index) | | INDEX | | 11331 | -379 | 6174 | -156 | 4392 | +22 | | SPOT 4 TCE AVG | (USD) | 125501 | -4801 | 49558 | -1267 | 45923 | +231 | | YESTERDAY | (USD) | 130302 | | 50825 | | 45692 | | | YEAR AGO | (USD) | 116061 | | 56991 | | 50288 |
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发表于 22-8-2008 08:40 AM
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发表于 22-8-2008 12:55 PM
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发表于 22-8-2008 09:53 PM
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发表于 25-8-2008 02:43 AM
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确定了今年还会派息多一次?
这几年来都是一年派一次而已~ |
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发表于 26-8-2008 04:07 PM
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核心業務淨利平穩‧大馬散裝貨運評價各異
大馬財經 業績評論 2008-08-25 18:59
（吉隆坡）大馬散裝貨運（MAYBULK,5077,主板貿服組）最新業績核心淨利表現平穩，惟脫售兩艘船只獲取丰厚特別盈利。分析員對未來表現意見分岐，主要是對未來船運服務需求及船運費起落的看法不一。
聯昌研究表示，此公司2008年首半年年度核心淨利，比全年預測低28%，主要是出租日數及賺幅比預測低所致。反觀按年波羅的海綜合指數起64%。
此公司今年第二季的營運賺幅跌至43%，比較前期為72%，主要是為國家能源（TENAGA,5347,主板貿服組）運煤炭的貨運合約蒙受虧損，因運費固定，不過出租成本走高。
大馬散裝貨運的國能運煤炭合約價格於2005年4月簽定，當時波羅的海指數低於5000點。隨著現貨船運費起價，出租成本也“水漲船高”，不過合約簽定價格卻是固定的。此項合約要至2009年4月才到期，相信仍會影響2009年首季的盈利。
此公司於第二季脫售兩艘船只，獲得1億4440萬令吉的特別賬項盈利，並計劃在第三季再脫售另一艘船隻，預料可獲得1億5850萬令吉的特別盈利。此公司有意脫售更多船隻，惟卻不會急於一時，因為潛在盈利仍然強勁。
聯昌將此公司末來3年盈利預測調低10%至18%，主要是散裝出租日數假設調低20%、每日成本調高10%（更高出租貴及其他營運成本）、而2008年營運賺幅也從59%調降至55%。
聯昌預料散裝船運費將會在今年杪見頂，2009年初料大幅度減少，主要是中國經濟料放緩，使它對商品需求也削減所致。
達證券指出，此公司2008年首半年核心淨利1億6970萬令吉，佔該研究全年預測的48%，或是市場一般預測的41%。扣除賣船的特別盈利1億4440萬令吉，第二季核心淨利按年起1%，將該公司2008年及2009年淨利預測分別調高13%及4%至4億零300萬及3億6000萬令吉，因船運費持續走高，及中國在北京奧運后增加進口鐵礦石及煤炭。
星洲日報／財經‧2008.08.25
http://biz.sinchew-i.com/node/15970 |
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发表于 27-8-2008 08:37 AM
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26 August 2008
Baltic Dry Index (BDI) -327115Spot Rates | | BCI | (Cape index) | BPI | (Panamax index) | BSI | (Supramax index) | | INDEX | | 11263 | -28 | 6012 | -68 | 4379 | -8 | | SPOT 4 TCE AVG | (USD) | 124522 | -391 | 48218 | -563 | 45789 | -81 | | YESTERDAY | (USD) | 124913 | | 48781 | | 45870 | | | YEAR AGO | (USD) | 118521 | | 57727 | | 49781 |
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发表于 27-8-2008 10:15 PM
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27 August 2008
Baltic Dry Index (BDI) -657050Spot Rates | | BCI | (Cape index) | BPI | (Panamax index) | BSI | (Supramax index) | | INDEX | | 11120 | -143 | 5978 | -34 | 4349 | -30 | | SPOT 4 TCE AVG | (USD) | 123092 | -1430 | 47935 | -283 | 45475 | -314 | | YESTERDAY | (USD) | 124522 | | 48218 | | 45789 | | | YEAR AGO | (USD) | 121804 | | 58301 | | 49921 |
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发表于 29-8-2008 08:26 AM
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28 August 2008
Baltic Dry Index (BDI) -1216929Spot Rates | | BCI | (Cape index) | BPI | (Panamax index) | BSI | (Supramax index) | | INDEX | | 10820 | -300 | 5951 | -27 | 4291 | -58 | | SPOT 4 TCE AVG | (USD) | 119918 | -3174 | 47710 | -225 | 44872 | -603 | | YESTERDAY | (USD) | 123092 | | 47935 | | 45475 | | | YEAR AGO | (USD) | 124030 | | 59138 | | 50364 |
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发表于 31-8-2008 12:17 PM
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29 August 2008
Baltic Dry Index (BDI) -1206809Spot Rates | | BCI | (Cape index) | BPI | (Panamax index) | BSI | (Supramax index) | | INDEX | | 10506 | -314 | 5993 | +42 | 4189 | -102 | | SPOT 4 TCE AVG | (USD) | 116228 | -3690 | 48029 | +319 | 43802 | -1070 | | YESTERDAY | (USD) | 119918 | | 47710 | | 44872 | | | YEAR AGO | (USD) | 125622 | | 60275 | | 51212 | |
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