投选10大马国2012/13 大选有关（官）油王股

kakui

OILCORP not bad

wind7218

拉慕尼亚获9千万合约 2007/08/11 10:43:02 ●南洋商报

（吉隆坡10日讯）拉慕尼亚（Ramunia，7206，二板贸服股）子公司－－拉慕尼亚国际服务有限公司和拉慕尼亚模具私人有限公司，获Woodside Burrup私人有限公司总值2千640万美元（约9千179万8千876令吉）的合约。
该公司今日发表文告表示，在这项合约下，拉慕尼亚将会为Woodside Burrup私人有限公司位于澳洲西部的Pluto天然气田，提供运载服务。

该公司相信，这项工程将会为拉慕尼亚集团在2007年至2009年的盈利，带来正面的贡献。

kakui

penergy 太高了？

sunday365

Ramunia back on project track after loss of Petronas contract

Updated : 11-08-2007
Media : The Star
Story By : JOSE BARROCK
via www.biznewsdb.com
Mail this story or page to friend(s).

RAMUNIA Holdings Bhdˇs share price has been under pressure since late last month, largely as a result of the company relinquishing a RM308mil contract from Carigali-PTTEPI Operating Company Sdn Bhd, a joint venture between state controlled oil major Petroliam Nasional Bhd (Petronas) and Thailandˇs PIT Exploration and Production.

The contract which was awarded early this year to Ramuniaˇs unit Ramunia International Services Ltd was for the engineering, procurement and construction of four platforms in an area jointly developed by Thailand and Malaysia off the Kelantan coast.

According to Ramuniaˇs announcements to Bursa Malaysia, the loss of the contract came about as the two parties could not come to an agreement on additional costs. Since then the contract has been awarded to competitor Oilcorp Bhdˇs unit Oilfab Sdn Bhd.

As a result, Ramuniaˇs stock shed as much as 17% or 17 sen since early this month amid selling pressure, which stemmed from the company losing the contract.

An analyst from a local brokerage that covers the oil and gas sector says the sell down on Ramunia is understandable as the contract was the largest it had bagged to date. Certain quarters say that Ramunia relinquishing the contract with Petronas and seeking an injunction to prevent the re-opening of tender of the contract may adversely impact its ties with Petronas and may affect future bids with the oil major.

¨It is a big blow to the company of course. It was their largest job, and jobs of this size donˇt come along everyday, and it's understandable if it adversely impacted the perception on Ramunia with shareholders. The question is: Will Ramunia be denied future jobs from Petronas?〃 the analyst from the local bank backed brokerage asks.

The fears are real because as at end-March this year, Petronas contracts accounted for as much as RM402mil or about RM40% of Ramuniaˇs RM960mil order book. Since then, however, Ramunia has bagged a RM60mil contract from Talisman Malaysia Ltd, nudging its order book over the RM1bil mark.

However, some market watchers suggest that Petronas, being a large corporation on the Fotune 500 list, will be unlikely to take into account Ramuniaˇs attempt at the injunction when dishing out future contracts.

In a research report, Aseambankers cut Ramuniaˇs earnings forecast by 8% to 10% respectively from the FY08 and FY09 forecast results, largely due to the loss of the contract, which slashed the companyˇs order book by about 23%.

However, the research outfit still views Ramunia favourably.

New contracts in the pipeline

In a quick phone conversation with BizWeek, Ramunia chairman Datuk Azizul Rahman Abdul Samad said the relinquishing of the contract was not very significant to the company still, because there were a large number of jobs available.

¨We still have a lot of orders coming in so we should be able to replenish it (the RM308mil contract which was awarded to Oilcorp) in a matter of months,〃 he said, without elaborating further.

Azizul also dismissed talk of the company having problems with some of the other clients, suggesting that all the issues faced were only part and parcel of business. There has been much speculation in the market that Ramunia and one of its larger clients have been at loggerheads recently.

Among Ramuniaˇs larger clients are Newfield Peninsula Malaysia Inc, Talisman Malaysia and Petronas.

An analyst from Aseambankers says: ¨The loss of this project is disheartening to Ramunia on both operational and financial terms. However, on the flip side, with the regional yards facing tight capacity, we remain cautiously optimistic over Ramuniaˇs chances of securing several overseas projects, which are expected to be announced by year-end.〃

He adds: ¨Ramunia could also be moving down the value chain, and if all works out well the company could go into building rigs and FPSOˇs (floating production, storage and offloading vessels). The company is also pushing hard and bidding for projects abroad ? these are big jobs,〃 he says.

The company has made several announcements to Bursa Malaysia, some on forming joint ventures with companies to bid for jobs abroad.

Most significant is an announcement made end-June this year where the company said it was forming a joint venture with an Indian company Punj Lloyd Ltd to bid for projects under the Mumbai High North Development project, which is under the purview of the state controlled company Natural Gas Corp Ltd of India.

Other contracts which the company has bid for and may stand a good chance of bagging include a RM2bil contract for the building of fixed platform structures for the Woodside liquefied natural gas project and a RM500mil contract for the construction of process modules for a FPSO vessel from a Norwegian company.

Strong demand for fabrication services

Nevertheless Aseambankers still maintains its buy call on the company, with a target price of RM1.60, which is a 39% premium to its close on Thursday of RM1.15.

Aseambankers forecasts Ramunia raking in as much as RM44.7mil for the current financial year ending October on the back of RM793mil in sales, which is a 171% and 128% jump respectively from a year ago.

For the six months ended April, Ramunia posted a net profit of RM12.8mil on the back of RM231.2mil in sales, which is a gain of about 103% and 174% respectively from a year ago.

In its notes accompanying its financials, Ramunia merely says its better results were due to improved performance from its oil and gas division.

Much of the positive sentiment surrounding Ramunia stems from the need for fabrication services, by exploration and production companies which have increased drilling activities and the search for new energy sources, with the price of oil burgeoning.

With demand escalating, Ramunia which has a 180-acre yard which can handle as much as RM5bil worth of work and can handle the construction of two semi-submersibles, two jack up rigs and fabrication works valued at about RM800mil all simultaneously.

The company has also set aside some RM350mil to acquire additional yard space and acquire additional machinery, which should take place sometime next year.

With most Asian fabrication yards running at full capacity, this expansion should augur well for Ramunia.

上个礼拜RAMUNIA 跌到最底RM1.04 .

earthbunny

原帖由 sunday365 于 12-8-2007 01:43 PM 发表
Ramunia back on project track after loss of Petronas contract

Updated : 11-08-2007
Media : The Star
Story By : JOSE BARROCK
via www.biznewsdb.com
http://www.biznewsdb.com/image/other/ ...

pcmont

Ramunia組裝獲9163萬訂單
（吉隆坡12日訊）RAMUNIA控股（RAMUNIA，7206，二板貿易）獨資子公司Ramunia組裝，獲Woodside Burrup總值2640萬美元（約9163萬令吉）合約，將為集團07至09財年盈利帶來貢獻。該公司向馬證交所報備說，合約包括負責工程、採購、建築及委包及提供滑移裝船服務。

[ 本帖最后由 kitkatlow 于 12-8-2007 10:55 PM 编辑 ]

sunday365

原帖由 earthbunny 于 12-8-2007 06:55 PM 发表


http://images.mtmmt.com/images/280/84644a8e1b52552911776c6e4702a2f7.jpg

你贴一张美人照是什么意思? 是代表RAMUNIA越跌越低就像性感美人把衣服一件一件的脱掉那样让人兴奋...

脱掉(杜德伟)

yeah 2004 summer time baby
hit it yo 121234
外套脱掉脱掉外套脱掉
上衣脱掉脱掉上衣脱掉
面具脱掉脱掉龟毛脱掉脱掉
通通脱掉脱掉
脱!脱!脱!脱!
hey yeah
穿上保护色还以为自己有看头
想要有点搞头怎么老是觉得很笨重
再也看不下去别怪人口太多那是心事重重
空气污浊有人太过臃肿
了了吧就是想得太多又卡住头
差点要本性流露就不要赢过头
七情六欲仁义道德谁不是天生就有
yeah baby yeah baby
全脱掉换一套就地开窍
我们穿了太多烦恼热到自己受不了
脾气总会莫名其妙冒烟又傻笑
你辛苦我辛苦何必那么苦
yeah baby yeah baby
规矩太多一起脱掉有搞头一起飙
浑身上下清爽畅凉快活着多美好
你知道你想要那样才翘
this aln't about sex
it's about love
and if you can feel it
let me hear you say
na na na na na~
na na na~ na na na~
na na na na na~通通脱掉
na na na na na~
na na na~ na na na~
na na na na na~
外套脱掉脱掉外套脱掉
上衣脱掉脱掉上衣脱掉
面具脱掉脱掉龟毛脱掉脱掉
通通脱掉脱掉
脱!脱!脱!脱!
有冲动没行动那就什么都白搞
没问题干脆我们来分工合作
谁要点那把火谁要火上加油
场子热了谁都不要躲干脆假戏真做
跳进来搅和给你机会放纵
拜讬大家不要败再没事穿太多
123脱得精光锻炼身体有突破
yeah baby ~ i went you ...(i need you)
i went you ~ i need you
我们穿了太多烦恼热到自己受不了
脾气总会莫名其妙冒烟又傻笑
你辛苦我辛苦何必那么苦
yeah baby yeah baby
规矩太多一起脱掉有搞头一起飙
浑身上下清爽凉快活着多美好
你知道你想要那样才翘
ha~~~
i don't know about you
but i'm felling good
and if you can feel it too
just show me what you got
na na na na na~
na na na~ na na na~
na na na na na~
通通脱掉脱掉
na na na na na~
na na na~ na na na~
na na na na na~
外套脱掉脱掉外套脱掉
上衣脱掉脱掉上衣脱掉
面具脱掉脱掉龟毛脱掉脱掉
通通脱掉脱掉
脱!脱!脱!脱!

ptukm19

Dialog now 1.80

arjan

oilcorp 1.39 is good buy, i bought liao

slayer_boxer

原帖由 arjan 于 15-8-2007 10:52 AM 发表
oilcorp 1.39 is good buy, i bought liao

现在1。35 而已哟。。。

可是我还是不敢买。。。。

我的ramunia 1。15 买进， 以为不错。。。
哪里知道。。现在更加便宜。。。

arjan

原帖由 slayer_boxer 于 15-8-2007 02:35 PM 发表

现在1。35 而已哟。。。

可是我还是不敢买。。。。

我的ramunia 1。15 买进， 以为不错。。。
哪里知道。。现在更加便宜。。。

我在槌心坎。。。 明天会起回。。。

slayer_boxer

原帖由 arjan 于 15-8-2007 02:37 PM 发表

我在槌心坎。。。 明天会起回。。。

让你锤多一次， 目前1。33

我的ramunia 也是在继续跌。。。

arjan

原帖由 slayer_boxer 于 15-8-2007 02:55 PM 发表


让你锤多一次， 目前1。33

我的ramunia 也是在继续跌。。。

我不看了，

slayer_boxer

算啦。。。。休息一下咯。。。。

arjan

没眼看，5020 也不错，注意。。。

我用.2.25买入5122

arjan

祝你钱进，

pang72

（吉隆坡18日訊）分析界認為，今年訂單總值將高達21億令吉的科恩馬（KNM，7164，主板工業），長期盈利前景唱好，券商紛紛上調目標價。

黃氏星展維克斯報告指出，今年底訂單達21億令吉的科恩馬，07財年盈利倍受看好。

“目前該公司正競標總值100億令吉的新工程合約，以過去25%的成功率計算，我們預計，科恩馬將在未來1年取得25億令吉的工程。”

另外，肯納格研究報告指出，科恩馬早前澳商Mission Biofuels（簡稱Mission）頒予總值1億2200萬令吉的合約，惟目前原棕油價格高企，擔心將為公司帶來虧損。

“科恩馬早前收購的Pisces工程，預計將在08財年為集團貢獻850萬令吉盈利。”

單是過去1個月，5個總值高達400億令吉的區域建築工程已揭盅。

報告指出，若上述工程總開銷的10%，流向採購工程配備用途，將使科恩馬競標工程額外增加40億令吉。

券商建議持有

“若科恩馬股價跌至低于4令吉，投資者可趁低買進。”

肯納格給科恩馬“持有”（Hold）投資評級，合理價為4.50令吉；黃氏星展維克斯則維持“買進”（Buy）評級，目標價6令吉。

另一方面，科恩馬早盤微跌2仙，以4.48令吉報開后，徐徐滑落，交投量不大。

閉市時，該股平盤掛4.50令吉，成交量270萬5900股。

另一方面，對于《The Edge》日前報導科恩馬放眼2010年錄得30億令吉營業額，該公司今日向馬證交所澄清，該數目主要表達2010年市值及公司市佔率潛力，並非公司預測或預算。

xproc

dialog 才是最後的贏家。。。。。 姜還是老的辣。。。。

发财乘年少

ramunia 上到1.07 又跌回1.03.
我在1.00 等他