【ARMADA 5210 交流专区】布米亚马大

yffpp

williamnkk81 发表于 9-7-2014 11:49 AM
這是看你如何看咯。。。 這家公司上市差不多3 年。。 IPO價格RM3.03到最高4.14 左右。。。。然後到今天3. ...

大大  买投资长远来看现在进场 呢 ？ 还是等附加股+红股出来后才买 ？

williamnkk81

yffpp 发表于 9-7-2014 06:16 PM
大大  买投资长远来看现在进场 呢 ？ 还是等附加股+红股出来后才买 ？

如果好價當然現在就買咯。。 加上申請附加股。。。

yffpp

williamnkk81 发表于 10-7-2014 11:16 AM
如果好價當然現在就買咯。。 加上申請附加股。。。

  谢谢分享

williamnkk81

yffpp 发表于 10-7-2014 09:07 PM
谢谢分享

加油。。 加油。。。

slyvest

请问大大，大概几时会是ex-bonus date呢？

yffpp

williamnkk81 发表于 11-7-2014 12:11 PM
加油。。 加油。。。

请问大大 您知道附加股的价钱大约多少吗 ？
谢谢

williamnkk81

yffpp 发表于 18-7-2014 11:08 PM
请问大大 您知道附加股的价钱大约多少吗 ？
谢谢

最後的價格要等公司公佈。。。。

icy97

FPSO盈利低　阿玛达2年財测下调

财经 2014年8月13日
(吉隆坡13日讯)布米阿玛达（Armada，5210，主板贸服股）长期前景虽佳，但分析员担心，该公司旗下部份浮动生產、储存及装卸船（FPSO）短期將认列较低的盈利，因而下调其未来两个財政年的財测。

布米阿马达即將在明日公佈2014財政年次季（截至6月30日止）业绩。

该公司首季净利大跌40.9%，至6478万令吉；营业额则跌4.06%，至4亿6892万令吉。安联星展投行分析员在今日的分析报告中，下调布米阿玛达2014及2015財政年的净利预测14%至20%。

分析员指出，这主要是因为该公司旗下的Kraken FPSO处於转换阶段，同时，Angola FPSO也还没有正式取得租约。

因此，在这期间，这两项FPSO的贡献將会减低。

虽然如此，分析员仍然將布米阿玛达2016財政年的净利预测上调4%，因为Angola计划接下来將会有更大的贡献，同时，Kraken的租约则將在2016財政年中展开。

分析员指出，Angola FPSO仍在等待来自Eni Angola的合约颁发通知书，相信將会在近期內取得。

整体而言，分析员看好布米阿玛达可作为长期投资项目，因为该公司的订单达到310亿令吉，可带来直到2030年的盈利可见度。

同时，FPSO的竞標活动正在持续加速，该公司也积极参与在尼日利亚、墨西哥、印尼及巴西的新竞標。

另外，分析员也预期岸外支援业务將会继续成长，该公司將接收新的多用途支援船及冰级支援船。

运输和组装业务也將涉足更多的深海服务。

配合盈利调整，分析员也调低目標价，从5.15令吉至4.20令吉。

由於附加股及红股下修仍在进行中，分析员將会在附加股定价之后，再调整合理价格。

布米阿玛达今日闭市稍微下滑4仙，或1.2%，至3.29令吉，成交量为168万4700股。【东方网财经】

icy97

临时取消业绩匯报　阿玛达「好消息」待公佈

财经 2014年8月14日
（吉隆坡14日讯）原定在今日公佈2014財政年次季（截至6月30日止）业绩的布米阿玛达（ARMADA，5210，主板贸服股），在傍晚临时取消记者会，並宣布將在来週再做出公佈，这主要是因为临时出现新的进展，董事局需要更多的时间做出商討。

布米阿玛达今日原本邀请媒体在吉隆坡的一家酒店出席业绩匯报会，以便在交易时段结束之后，公佈次季业绩及会见媒体。

业绩匯报推迟至下周

然而，媒体依时赴约，但是公司董事局却迟迟未见踪影，延至5时30分，公司代表才向媒体表示，布米阿玛达无法如期在今天公佈业绩，由於一项正面的消息有待同步公佈，该公司將把发佈业绩的时间推迟到下週。

在媒体的追问下，公司也只是表示，由於一项相关的发展，董事局需时討论，及向交易所报备，因此，不得不延迟发布业绩。但他强调，这將是一项正面的消息，惟暂时无法透露详情。

布米阿玛达是印裔富豪丹斯里阿南达克利斯南旗下的公司。该公司在2003年曾经下市，並在2011年重新掛牌。

这家油气公司今年首季（截至3月31日止）的业绩表现欠佳，而在次季业绩出炉之前，安联星展研究昨日宣布下调该公司的盈利预测。

布米阿玛达今日闭市报3.27令吉，下跌2仙或0.61%，成交量为41万7600股。【东方网财经】

icy97

布米阿马达获37.6亿合约

财经新闻 财经  2014-08-20 08:28
（吉隆坡19日讯）布米阿马达（ARMADA，5210，主板贸服股）宣布独资子公司布米阿马达岸外控股，与联营公司PT阿马达Gema Nusantara组成的财团获得一项价值11.8亿美元（约37.6亿令吉）的合约，提供浮式生产储卸油轮（FPSO）。

今日，该财团获得Husky-CNOOC Madura公司颁发合约，提供一艘FPSO，在印尼Madura BD油田营运。

该合约为期10年，且具5年延长期权，价值1.47亿美元（约4.69亿令吉）。

总执行长兼执行董事哈山巴斯马表示：“印尼有39亿桶石油储备，及141兆立方英尺的天然气，所以能够参与该国的能源发展，我们感到非常振奋。”

他补充，集团及时交货，加上提供的FPSO安全可靠，是让该集团取得合约的主要因素。

布米阿马达是全球拥有浮式生产储卸油轮（简称FPSO）第五大业者，目前订单企于310亿令吉，同时也在尼日利亚、墨西哥、印尼和巴西积极竞标更多合约。【南洋网财经】

Type	Announcement
Subject	OTHERS
Description	LETTER OF INTENT FOR THE SUPPLY OF ONE (1) FLOATING PRODUCTION, STORAGE AND OFFLOADING VESSEL
Bumi Armada Berhad (“Bumi Armada” or the “Company”) is pleased to announce that its wholly-owned subsidiary, Bumi Armada Offshore Holdings Limited (“BAOHL”) together with its joint venture company, PT Armada Gema Nusantara ("PT AGN") (collectively, the “Consortium”) have been appointed as the FPSO Lease Contractor for the Madura BD Field, Offshore Indonesia via a Letter of Intent issued by Husky-CNOOC Madura Limited (“HCML”). Pursuant to the Letter of Intent (the “LOI”), the Consortium will supply a Floating Production, Storage and Offloading Vessel to HCML at a contract value of USD1.18 billion (equivalent to approximately RM3.76 billion) for a fixed period of ten (10) years with options of five (5) annual extensions worth an aggregate value of USD147 million (equivalent to approximately RM469 million), if the options are fully exercised by HCML, subject to terms and conditions of the FPSO Lease Contract (the “Contract”) to be finalised and signed within forty-five (45) days from the effective date of the LOI of 8 August 2014 subject to such extension to be mutually agreed between HCML and the Consortium. The Consortium is authorised to commence initial engineering work immediately on issuance of the LOI. BAOHL, a wholly-owned subsidiary of Bumi Armada, was incorporated in the Republic of the Marshall Islands Business Corporations Act 1990 as a Marshall Islands Corporation on 17 June 2010 and is principally involved in the business of owning, chartering, managing of ships and vessels, provision of marine support and other services to offshore oil and gas companies. PT AGN is an Indonesian joint venture company of BAOHL and PT Gema Marine Services. HCML is an oil and gas company based in Jakarta, located in the Madura Straits, offshore East Java, Indonesia. The shareholders of HCML are CNOOC Southeast Asia Limited, Husky Oil Madura Partnership and SMS Development Limited holding 40%, 40% and 20% in HCML respectively. None of the Directors and/or major shareholders of the Company or persons connected with them have any interest, direct or indirect, in the award. This announcement is dated 19 August 2014. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1714381

Attachments Press Release - Bumi Armada receives LOI for Madura field FPSO.pdf

icy97

icy97 发表于 31-3-2014 10:17 PM
阿瑪達獲95億浮式油船合約

2014-03-31 17:09      

布米亞馬大 96億合約成交

企業財經20 Aug 2014 21:16
（吉隆坡20日訊）布米亞馬大（ARMADA，5210，主要板貿服）宣布截至6月底次季業績的同時，簽署總值30億美元（約96億令吉） 浮式生產儲卸油船（FPSO）租賃、操作和維修合約。

布米亞馬大向馬證交所報備，與eni Angola公司簽署合約，為布米亞馬大岸外控股和Angoil Bumi Lda組成的財團的FPSO提供租賃、操作和維修服務。

據報備文告，該合約生效于3月28日，租賃期間是長達12年，並有8年延長選擇。若eni Angola延長租賃期間，合約總值將額外增加高達9億美元（約30億令吉）。

此外，該公司次季營業額增23%至5億9008萬令吉；岸外支援船隻業務表現欠佳，導致淨利跌12%至9837萬令吉。

布米亞馬大上半年營業額揚9%至10億5899萬令吉；淨利下滑26%至1億6315萬令吉。【中国报财经】

Type	Announcement
Subject	OTHERS
Description	BUMI ARMADA BERHAD - SIGNING OF CONTRACT FOR THE CHARTERING, OPERATION AND MAINTENANCE OF A FLOATING PRODUCTION, STORAGE AND OFFLOADING VESSEL (“FPSO”)
INTRODUCTION We refer to the announcement made by Bumi Armada Berhad (“Bumi Armada” or the “Company”) on 31 March 2014 in respect of the Letter of Intent (“LOI”) issued by eni Angola S.p.A. (“eni Angola”), for the award of a contract for the chartering, operation and maintenance of an FPSO tanker facility complete with Mooring System to the consortium of Bumi Armada Offshore Holdings Limited (“BAOHL”) and Angoil Bumi JV Lda (“ABJL”) (collectively referred as the “Contractor”) at the Block 15/06 East Hub field, located in deep water offshore Angola (the “Contract”). The LOI took effect on 28 March 2014. Bumi Armada is pleased to announce the signing of the Contract today in furtherance of the LOI. The effective date of the Contract is 28 March 2014 corresponding to the commencement of the work. DETAILS OF THE CONTRACT The Contract is for a firm charter of 12 years with options of 8 yearly extensions. The estimated aggregate value of the Contract for the firm charter period is approximately USD3.0 billion (equivalent to approximately RM9.6 billion), with a further aggregate contract value of USD0.9 billion (equivalent to approximately RM3.0 billion) if eni Angola exercises all the extension options in full. The FPSO is expected to commence operations in the Block 15/06 field in the fourth quarter of 2016. BAOHL is a wholly-owned subsidiary of Bumi Armada incorporated in the Republic of The Marshall Islands on 17 June 2010 and is principally involved in the business of owning, chartering and managing of ships and vessels and provision of marine support and other services to offshore oil and gas companies. ABJL is an Angolan joint venture company of BAOHL, Angoil Exploracao Petrolifera S.A. and Cosmarg Limitada. eni Angola is a wholly-owned subsidiary of eni S.p.A., an Italy-based multinational oil and gas company listed on the New York Stock Exchange. Block 15/06 is operated by eni Angola (35%) with other partners of the joint venture, SSI Fifteen Limited (25%), Sonangol P&P (30%), Falcon Oil Holdings Angola SA (5%) and Statoil Angola Block 15/06 (5%). FINANCIAL EFFECT The Contract will contribute positively to the revenue and earnings of the Bumi Armada Group for the quarter ended 30 June 2014 and financial year ending 31 December 2014 as well as the financial periods thereafter for the duration of the Contract. RISKS ASSOCIATED WITH THE CONTRACT The risks associated with the Contract are normal operational risks which are well understood by the Company and being mitigated through Bumi Armada’s system of project management and internal business controls. DIRECTORS’ AND MAJOR SHAREHOLDERS’ INTERESTS None of the Directors and/or major shareholders of the Company or persons connected to them have any interest, direct or indirect, in the Contract. This announcement is dated 20 August 2014. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1715373

Attachments Press Release - Bumi Armada signs FPSO contract with eni.pdf

icy97

獲逾37億意向書‧阿瑪達強化FPSO地位

2014-08-20 17:53      
（吉隆坡20日訊）阿瑪達（ARMADA,5210,主板貿服組）旗下獨資子公司――布米阿瑪達岸外控股有限公司，以及聯營公司PT Armada Gema Nusantara接獲Husky-CNOOC Madura有限公司意向書，以為印尼Madura BD油田提供浮式生產儲油船艦（FPSO）。

這項為期10年的合約總值11億8千萬美元（37億6千萬令吉），另有5個延長1年的選擇權，平均價值為1億4千700萬美元（約4億6千900萬令吉）。

分析
馬銀行研究認為，相關FPSO消息正面，將強化集團全球10大FPSO業者地位。

新合約資本開銷4億美元

“不過，相關FPSO規模可能較小，資本開銷僅4億美元，料通過早前宣佈的附加股計劃進行籌資。”

因此，大馬研究相信相關合約不會對集團淨負債比帶來顯著影響，因為多數船艦債務並未根據權益會計法（Equity Accounting）準則納入賬面。

“我們估計，阿瑪達2013年杪0.7倍淨負債比將因Kraken和Angolan FPSO合約在2015財政年杪飆升至1.4倍，但附加股計劃料可籌措22億令吉將可轉嫁負債比上升衝擊。”

MIDF研究指出，若包括上述合約，集團現手握310億令吉合約，其中三分之一為FPSO合約，其餘則為運輸與組裝（T&I）和岸外支援船艦（OSV）合約。

大馬研究說，除擁有龐大的合約量外，阿瑪達也積極競標印尼、納米比亞、加納和墨西哥4項工程，涉及資本開銷高達30億美元。

同時，阿瑪達也正努力爭取6項額外工程，潛在成本高達100億美元，其中包括中非價值20億美元的浮動液化天然氣工程，這些日趨明顯的工程流將是集團潛在重新評估催化劑。

整體來看，興業研究認為新工程入袋將對阿瑪達帶來正面效益，但管理層透露相關FPSO將以融資租賃模式運作，因此暫維持盈利目標不變。

艾畢斯研究也維持阿瑪達財測不變，但可能在集團於本週公佈2014年第二季財報後進行上調。

“基於FPSO在首2年處於轉換階段，我們相信新工程首2年的盈利影響不大，營業額將為年均2億令吉，但盈利貢獻將在第三年起開始增多。”

國際油價現企於每桶100美元以上，加上造船鋼鐵價格穩定，以及長期FPSO需求旺盛，各大證券行看好阿瑪達營運前景，一致給予“買進”評級。

受新合約消息激勵，阿瑪達週三高開5仙至3令吉39仙，盤中最高起6仙至3令吉40仙，但漲幅後遭套利活動有所稀釋，終場收3令吉33仙，跌1仙。



（星洲日報／財經）


布米阿马达获FPSO合约被唱好
财经新闻 财经  2014-08-21 12:15
http://www.nanyang.com/node/643570?tid=462

icy97

阿玛达次季净利跌营收起

财经 2014年8月20日
（吉隆坡20日讯）原定上週五（14日）公布业绩的布米阿玛达（ARMADA，5210，主板贸服股）今日终於公佈2014財政年次季业绩。

根据文告指出，其2014財政年次季（截至6月30日止）净利为9838万令吉，按年下滑12.13%，去年同期为1亿1197万令吉；而营业额则取得5亿9008万令吉，按年成长23%，去年同期为4亿8123万令吉。

另外，该公司2014財政年上半年净利为1亿6316万令吉，按年下降26.4%，去年同期为2亿2164万令吉；累积营业额从去年同期的9亿6999万令吉，按年增加9.2%，至10亿5900万令吉。

布米阿玛达首席执行员兼执行董事哈山巴斯马通过文告指出，该公司的C7浮式生產储油船（FPSO）的合约正按计划进行，并定于2014年末季完成；而Kraken租约和型號15/06浮式生產储油船合约也按计划进行，进展顺利。

在营运方面，哈山巴斯马表示，公司超过99%的浮式生產储油船皆在运作中，加上近期获得阿玛达克莱尔（Armada Claire）的加入，它刚于8月11日在澳洲为Apache能源发掘第一桶油。

隨著布米阿玛达与ENI公司签署15/06浮式生產储油船租凭合约，以及接获印尼印尼马都拉（Madura）浮式生產储油船的意向书（LOI），他认为，这使到公司的浮式生產储油船合约增至9项，今年以来则取得2项新合约。

根据资料显示，布米阿玛达次季的合约订单持续成长，企稳在217亿令吉，按季成长63.2%，首季为133亿令吉，推动公司总合约订单至333亿令吉，包括217亿令吉的企业合约和116亿令吉的延长合约。

该股价今日全天下跌1仙或0.30%，掛3.33令吉，成交量达186万1300股。【东方网财经】

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/06/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/06/2014	30/06/2013	30/06/2014	30/06/2013
		$$'000	$$'000	$$'000	$$'000

1	Revenue	590,081	481,230	1,058,998	969,985
2	Profit/(loss) before tax	127,631	122,863	214,021	253,764
3	Profit/(loss) for the period	101,518	114,112	168,248	224,523
4	Profit/(loss) attributable to ordinary equity holders of the parent	98,379	111,965	163,157	221,635
5	Basic earnings/(loss) per share (Subunit)	3.35	3.82	5.56	7.57
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		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 ($$)	1.5200		1.4900

icy97

Type	Announcement
Subject	OTHERS
Description	BUMI ARMADA BERHAD - INCORPORATION OF AN INDIRECT WHOLLY-OWNED SUBSIDIARY
Pursuant to Paragraph 9.19(23) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad, Bumi Armada Berhad (“Bumi Armada” or “the Company”) wishes to announce that Bumi Armada Marine Limited Liability Company (“BAM”) has been incorporated in Russia on 21 August 2014. The charter capital of BAC is RUB 10,000 of which the Company’s wholly-owned subsidiaries, Bumi Armada Offshore Contractor Limited (“BAOCL”) and Bumi Armada Russia Holdings Limited (“BARHL”) have contributed RUB 9,900 and RUB 100 respectively.  BAM is a 99% direct subsidiary of BAOCL and an indirect wholly-owned subsidiary of the Company. BAM will be principally involved in activities related to provision of marine support and other services to oil and gas companies. The incorporation of BAM is not expected to have any material impact on the earnings or net assets of the Bumi Armada Group for the financial year ending 31 December 2014. None of the Directors and/or major shareholders and persons connected to them has any interest, direct or indirect, in the said incorporation. This announcement is dated 25 August 2014.

icy97

附加股定價RM1.35 布米亞馬大擬籌逾20億

財經27 Aug 2014 21:27
（吉隆坡27日訊）布米亞馬大（ARMADA，5210，主要板貿服）早盤停牌一小時，宣佈附加股價格定為1.35令吉，計劃籌逾20億令吉，該股早盤勁挫23仙至3.03令吉，創史上新低紀錄。

布米亞馬大今日開盤報3.25令吉，微跌1仙，隨后開始頻頻走跌，下滑11仙至3.15令吉。

較后，該公司向馬證交所申請停牌一小時獲准，于早上9點43分至10點43分暫停交易。恢復交易后，該股持續暴跌。

休市時，該股報3.11令吉，挫15仙，半日成交量達418萬8600股。午盤間一度挫23仙，報3.03令吉，該股創上市以來最低紀錄。

閉市時，該股挫22仙至3.04令吉，成交量1161萬1100股。

另外，聯昌證券研究和馬銀行投銀今日代表布米亞馬大董事局向馬交所報備，布米亞馬大早前宣佈發行14億8000萬附加股價格定為1.35令吉，計劃籌得19億9700萬令吉。

布米亞馬大指出，公司在考慮了公司和旗下子公司的資金需求后推行這項計劃，以過去5天成交量加權平均市價（VWAMP）為參考，理論除權價1.98令吉折扣32%。

根據文告，董事局認為，理論除權價折扣32%是相當吸引股東去認購附加股。

這項優惠也是符合大馬股市在過去5年主要附加股發行計劃的折扣率。【中国报财经】

Type	Announcement
Subject	NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) COMBINATION OF NEW ISSUE OF SECURITIES
Description	BUMI ARMADA BERHAD (“BUMI ARMADA” OR “COMPANY”) I.        BONUS ISSUE OF UP TO 1,479,238,150 NEW ORDINARY SHARES OF RM0.20 EACH IN BUMI ARMADA (“SHARES”) (“BONUS SHARES”) ON THE BASIS OF ONE (1) BONUS SHARE FOR EVERY TWO (2) EXISTING SHARES HELD BY THE ENTITLED SHAREHOLDERS OF BUMI ARMADA, ON AN ENTITLEMENT DATE TO BE DETERMINED AND ANNOUNCED LATER (“ENTITLEMENT DATE”) (“BONUS ISSUE”); AND II.        RENOUNCEABLE RIGHTS ISSUE OF UP TO 1,479,238,150 NEW SHARES (“RIGHTS SHARES”) ON THE BASIS OF ONE (1) RIGHTS SHARE FOR EVERY TWO (2) EXISTING SHARES HELD BY THE ENTITLED SHAREHOLDERS OF BUMI ARMADA, ON THE ENTITLEMENT DATE (“RIGHTS ISSUE”)
We refer to the announcements dated 23 May 2014, 28 May 2014, 2 June 2014, 12 June 2014, 20 June 2014 and 8 July 2014 in relation to, among others, the Rights Issue. On behalf of the Board of Directors of Bumi Armada ("Board"), Maybank Investment Bank Berhad ("Maybank IB") and CIMB Investment Bank Berhad ("CIMB") wish to announce that the issue price of the Rights Shares has been fixed at RM1.35 per Rights Share ("Issue Price"). The Issue Price was jointly determined by the Board and the joint underwriters for the Rights Issue, namely CIMB, Credit Suisse Securities (Malaysia) Sdn Bhd, Maybank IB, UBS Securities Malaysia Sdn Bhd, RHB Investment Bank Berhad and AmInvestment Bank Berhad, on 26 August 2014, after taking into consideration, among others, the following: (i) the funding requirements of Bumi Armada and its subsidiaries; (ii) the prevailing market price of the Shares; (iii) the theoretical ex-all price ("TEAP") of RM1.98 per Share (after the Bonus Issue and the Rights Issue), based on the five (5)-day volume-weighted average market price ("VWAMP") of the Shares up to and including 25 August 2014, being the last trading day before the price-fixing date of the Rights Shares on 26 August 2014, of RM3.29; and (iv) the prevailing market conditions. The Issue Price represents a discount of approximately 32.0% to the TEAP of RM1.98 per Share as set out in item (iii) above. The Board is of the opinion that the discount of approximately 32.0% to the TEAP is reasonably attractive to the entitled shareholders of Bumi Armada to subscribe for the Rights Shares. This discount to the TEAP is also generally in line with the market discount rates for major rights issue exercises implemented in Malaysia over the last five (5) years. Based on the Issue Price, the Rights Issue is expected to raise gross proceeds of up to RM1,997.0 million. This Announcement is dated 27 August 2014.

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企业拓展必经阶段 布米阿马达发股长利短空

财经新闻 财经  2014-08-29 10:07
（吉隆坡28日讯）虽然发行附加股将会冲淡布米阿马达（ARMADA，5210，主板贸服股）的每股盈利，但这让该集团能够扩展业务，且估值仍低于大资本油气股，所以券商认为，市场过虑了。

周三，布米阿马达宣布，把附加股发行价定在每股1.35令吉，准备筹资19亿9700万令吉。

该股今日面对卖压，股价全日下跌2仙或0.65%，收在3.02令吉，成交量963万7600股。

安联星展研究认为，市场过度担心该集团的每股盈利被稀释。

负债降至0.3倍

“以2015财年每股盈利计算，即使是全面被稀释，该集团的本益比为17倍。这仍然比平均超过20倍的大型油气股还低。”

此外，艾芬投行表示，虽然附加股将冲淡短期的每股盈利，但相信这是让该集团积极扩展业务的行动。

完成附加股计划后，该集团的净负债率将会从目前的0.9倍，减少至0.3倍。

假设净负债率为1.5倍，这让集团能够重新推动及融资高达80亿令吉的资本开销。

整体而言，该投行对附加股计划抱着中和看法，且认为这是发展业务的必经阶段。

同时，维持“增持”的投资评级，目标价格为3.75令吉。



盈利进账时间较久

至于安联星展研究，则把投资评级维持在“买入”，并把目标价格从4.20令吉，提高至4.45令吉。

今年5月，布米阿马达建议以2配1附加股送1红股比例，各发出14亿7923万8150股附加股和红股，为浮式生产储油轮（简称FPSO）资本开销、拓展深海业务产能，以及扩大舰队筹资。

由于布米阿马达对新的FPSO归类为资产租赁（Finance Lease），而非运营租赁（Operating Lease），安联星展认为，盈利入账的时间会更久。

未完成订单340亿

不过，长期仍看好该集团的展望，因目前未完成的订单合约达340亿令吉，提供超过10年的盈利能见度。【南洋网财经】

icy97

3大業務支撐‧阿瑪達恢復元氣

2014-08-29 17:10      
（吉隆坡29日訊）阿瑪達（ARMADA,5210,主板貿服組）上半年業績低於市場預期，部份分析員雖然下調目標價，但依然看好下半年業績將持續受3大業務支撐而逐步恢復元氣，維持評級不變。

受運輸裝置（T&I）及離岸支援船（OSV）部份合約貢獻走低影響，阿瑪達上半年核心淨利按年下挫33.1%至1億6千440萬令吉。

上半年取得10億5千900萬令吉營業額，主要是浮式生產儲油船艦貢獻，淨利按季表現強勁復甦，在浮式生產儲油船艦及及運輸裝置貢獻改善之下增長52%，抵銷離岸支援船疲弱盈利。

該公司的離岸支援船因舊船空置，使用率已從正常的80%跌至72%。

財測下修

鑒於3大業務貢獻預測趨向保守，興業研究分別下調2014及2015財政年淨利預測10%及1%。

MIDF研究則因早前對離岸支援船潛在盈利貢獻期待過高及未來運輸裝置較低營運賺幅因素，分別下調2014及2015財政年盈利預測28%及7%。

所有分析員均相信，上半年表現欠佳僅為短期效應，預計下半年新浮式生產儲油船艦項目款額入賬貢獻，運輸裝置及離岸支援船業務進一步復甦，該公司獲利有望持續改善。

安聯研究看好運輸裝置業務將受2艘新多元化船艦提振，運輸裝置則受里海業務帶動。

馬銀行研究表示，阿瑪達基本面強穩，已18個月內贏取4項浮式生產儲油船艦合約，目前累計訂單310億令吉，亦競標6項合約，4項在非洲、2項在拉丁美洲，兩項料於今年杪頒發，其餘明年頒發。



（星洲日報／財經‧報道：郭曉芳）

icy97

每股RM2.96折价2% 布米阿马达6.42%场外易手

财经新闻 财经  2014-08-30 11:11
（吉隆坡29日讯）布米阿马达（ARMADA，5210，主板贸服股）昨日出现一笔至少1亿8827万股或相等于6.42%股权的场外交易，每股成交价为2.96令吉。

根据布米阿马达在马交所的文告，接获大股东Objektif Bersatu通知，已在8月27日透过竞标定价（Book Building），配售2亿1500万股以提高流通量，但却未公布买家消息。

Objektif Bersatu的持股权则因而从42.3%，降至35%。

以昨日3.02令吉闭市价计算，每股2.96令吉场外交易价格，相等于1.98%折价。

该股今日以2.95令吉结束交易，全日下跌7仙或2.3%。

布米阿马达特也在周三宣布，把附加股发行价定在每股1.35令吉，准备筹资19亿9700万令吉。【南洋网财经】

icy97

EX-date	10/09/2014
Entitlement date	12/09/2014
Entitlement time	05:00:00 PM
Entitlement subject	Bonus Issue
Entitlement description	Bonus issue of up to 1,479,238,150 new ordinary shares of RM0.20 each in Bumi Armada Berhad (“Bonus Shares”) to be credited as fully paid-up, on the basis of one (1) Bonus Share for every two (2) existing ordinary shares of RM0.20 each in Bumi Armada Berhad (“Shares”) held as at 5.00 p.m. on 12 September 2014 (“Entitlement Date”) (“Bonus Issue”)
Period of interest payment	to
Financial Year End
Share transfer book & register of members will be	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Symphony Share Registrars Sdn Bhd Level 6, Symphony House Pusat Dagangan Dana 1 Jalan PJU 1A/46 47301 Petaling Jaya Selangor Darul Ehsan Malaysia Tel. No.: +603 7849 0777 (Helpdesk) Fax. No.: +603 7841 8151/8152 E-mail: ssr.helpdesk@symphony.com.my
Payment date
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	12/09/2014
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Ratio
Ratio	1 : 2
Rights Issues/Offer Price

Remarks :

The Bonus Issue is conditional on the renounceable rights issue of up to 1,479,238,150 new Shares (“Rights Shares”) on the basis of one (1) Rights Share for every two (2) existing Shares held by the entitled shareholders of Bumi Armada Berhad, at an issue price of RM1.35 per Rights Share, on the Entitlement Date (“Rights Issue”). The Bonus Shares will be listed and quoted simultaneously with the Rights Shares, on the Main Market of Bursa Malaysia Securities Berhad. The Bonus Issue will be completed at the same time as the Rights Issue. Entitled shareholders who do not subscribe for the Rights Shares will still be entitled to the Bonus Shares. However, the renouncees of the entitlements under the Rights Issue will not be entitled to the Bonus Shares. For the avoidance of doubt, the Bonus Shares will not be listed/quoted on the next market day after the Entitlement Date. An announcement on the listing of and quotation for the Bonus Shares will be made in due course. The notice of book closure for the Rights Issue has been separately announced today. This Announcement is dated 28 August 2014.