【UZMA 7250 交流专区】乌兹马

icy97

進軍石油探勘與生產‧烏茲馬財測上調

2014-04-03 17:36      
（吉隆坡3日訊）烏茲馬（UZMA,7250,主板貿服組）與EQ石油發展有限公司聯營獲取國油9年小型油田風險服務合約，分析員看好進軍石油探勘與生產（E&P）業務有助於增加盈收，特此調高財測。

手持16億訂單

烏茲馬持有該聯營公司30%股權，其餘股權由EQ石油發展有限公司持有，雙方將共同發展砂州丹絨峇南油田，總發展成本約1億美元（約3億2千600萬令吉），預計2015年將開始產油。

目前烏茲馬手持16億令吉訂單，競標26億令吉工程。

豐隆研究估計，一旦投產，此合約將每年貢獻1千400萬令吉淨利，帶動重估及讓烏茲馬進軍油探勘與生產領域，納入2015上半年產油貢獻後，提高2015財政年盈利12%。

“預計烏茲馬需要從近期提議的9千萬令吉融資計劃中融資約3千萬令吉，至於其餘的6千萬令吉，料用在其他潛在工程，如提高原油採收率（EOR）。”
該行預計，融資計劃完成後，烏茲馬股價及目標價將調整至3令吉58仙及3令吉65仙。

肯納格研究表示，此合約將需要1千950萬令吉資金及帶來7千800萬令吉債務，不過投資成本料通過附加股籌資。

該行預計，可籌措5千零40萬至9千900萬令吉資金，不過目前該籌資計劃還未完成。

“若以80資金：20貸款比例、6%債務成及15%內部收益率估算，烏茲馬的30%股權將為2015財年帶來520萬令吉盈利，在納入2015年產油盈利後，料提昇該年9.5%的淨利。”

鑒於該公司成功提昇價值鏈、股票具流動性佳可能帶動股價顯著上揚及近期股價回調，肯納格研究決定調高目標價及評級。（星洲日報／財經‧報道：郭曉芳）

icy97

券商買進心頭好．訂單值可維持成長 烏茲馬趁跌可買進

財經股市17 Apr 2014 20:52

券商 ：豐隆投銀研究
目標價：7.30令吉

烏茲馬（UZMA，7250，主要板貿易）因近期的股價跌勢，促使我們將投資評級調高至“買進”。

從烏茲馬的總合約訂單和競標訂單，分別為18億令吉和28億令吉看來，我們相信該公司可維持盈利成長。

考量到該公司近期取得風險管理服務合約（RSC），我們將2014和2015財年的盈利預測，分別上調6%和5%。

以烏茲馬在該業務的經驗看來，我們不排除該公司再獲頒風險管理服務合約。

油氣收入始終是政府的重大收入來源之一，所以通過強化鑽油（EOR）來提高油的產量，是最佳的解決方案之一。

我們認為，該公司是馬石油強化鑽油計劃下的主要受惠業者。

隨著股價的近期跌勢，我們將投資評級從“守持”，調高至“買進”，目標價從6.93令吉，上調至7.30令吉。

不過，一旦附加股除權，目標價格將調整至3.84令吉。

該股在17日（週四）閉市報6.08令吉，增15仙，成交量26萬6400股。　【中国报财经】

icy97

钻井和油井带动增长 乌兹马或并购加强竞争力

财经新闻 财经  2014-04-25 10:29
（吉隆坡24日讯）券商预计，钻井和油井服务将带动乌兹马（UZMA，7250，主板贸服股）下一波的增长动力，同时，也会展开策略并购计划以提升公司竞争力。

大众投行研究指出，该行分析员最近与乌兹马总执行长拿督卡玛鲁会面，讨论了公司未来发展策略，也获得公司一些新合约的进展。

该行分析员披露，目前，全球的钻井和油井服务市场规模，每年达10亿美元（约32.7亿令吉），而乌兹马只取得该市场10%。

所以预见该公司将专注于继续开拓该业务发展机会。

此外，乌兹马管理层指出，该公司还是以小规模资产为理念，主要进行研究与开发活动。

料获特别项目

但分析员指出，钻井和油井服务涉及规模庞大的资产，所以，乌兹马若要进一步发展该业务，无疑需增加一些资产，负债率料上扬。

另一方面，分析员说，他们也期待乌兹马会赢得一些特别项目，如以化学方式来提高石油采收率（EOR）、让旧油田重新开采，及风险服务合约。

目前大马的石油生产率，平均是30至40%的石油采收率，因此，分析员相信，该公司的技术可协助采油业者提高采收率，超越现有平均水平。

目前为止，该公司已安装8台UzmAPRES，让旧油田重新开采，且放眼今年底，会增至12个单位。

不过，分析员保守估计，该公司会在现财年内安装达10台，其余2台料在下财年才完成。

竞标28亿合约

至今，该公司的订单达18亿令吉，可以持续至2017年，而竞标中的订单则达28亿令吉。

分析员补充，乌兹马与EnQuest联营的Tanjong Bram油田计划，预计今年下半年就可开始贡献。

分析员相信，未来该公司的机会很多，所以上调其评级至“超越大市”。

基于2015财年每股净利37.9仙，和19倍本益比，将乌兹马目标价格也从6.17令吉，上调至7.20令吉。



【南洋网财经】

icy97

icy97 发表于 19-3-2014 02:28 AM
烏茲馬1配1發附加股

2014-03-19 11:19      

Type	Announcement
Subject	MULTIPLE PROPOSALS
Description	UZMA BERHAD (“UZMA” OR “COMPANY”) (I) PROPOSED RENOUNCEABLE RIGHTS ISSUE OF UP TO 132,000,000 NEW ORDINARY SHARES OF RM0.50 EACH (“RIGHTS SHARES”) AT AN ISSUE PRICE OF RM0.75 PER RIGHTS SHARE ON THE BASIS OF ONE (1) RIGHTS SHARE FOR EVERY ONE (1) EXISTING ORDINARY SHARE OF RM0.50 EACH (“SHARES”) HELD IN UZMA AT AN ENTITLEMENT DATE TO BE DETERMINED LATER ("PROPOSED RIGHTS ISSUE"); AND (II) PROPOSED INCREASE IN THE AUTHORISED SHARE CAPITAL OF UZMA FROM RM100,000,000 COMPRISING 200,000,000 SHARES TO RM250,000,000 COMPRISING 500,000,000 SHARES AND IN CONSEQUENCE THEREOF, THE COMPANY’S MEMORANDUM OF ASSOCIATION BE ALTERED ACCORDINGLY (“PROPOSED INCREASE IN THE AUTHORISED SHARE CAPITAL”). (COLLECTIVELY REFERRED TO AS THE “PROPOSALS”)
We refer to our announcements dated 18 March 2014 and 19 March 2014 in relation to the Proposals ("Announcements"). All abbreviations and definitions used herein shall have the same meanings as the words and expressions defined in the Announcements, except where the context otherwise requires or where otherwise defined herein. On behalf of the Board of Directors of Uzma, Kenanga Investment Bank Berhad is pleased to announce that the Company had on 24 April 2014 procured additional irrevocable and unconditional written undertakings from its substantial shareholder, Lembaga Tabung Haji ("LTH"), Dato' Che Nazahatuhisamudin bin Che Haron ("DCNCH"), the Executive Director and shareholder of Uzma, and Mr Khong Kheng Ting ("KKT"), the Chief Operations Officer and shareholder of Uzma to subscribe in full for their respective entitlements to the Rights Shares at the Entitlement Date. Further details are set out in the attachment to this announcement. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1604733

Attachments Uzma - Additional Undertakings.pdf

icy97

烏茲馬可繼續持有嗎？

2014-05-18 19:15      

小可問：
烏茲馬（UZMA，7250，主板貿服組）還可繼續持有嗎？最新發展是甚麼？展望好嗎？

答：
烏茲馬的長期策略是在油田服務領域取得成長；握有18億令吉訂單合約，同時正競標28億令吉合約，料可支撐未來業務成長。

該公司管理層指出，長期推動業務成長策略，包括擴大產品種類、併購活動，以及擴展海外市場等，後者包括中東、曼谷及雅加達。新產品將專注在水務方案、閑置油田方案、鑽油計劃管理及地震相關工程等領域。

丰隆研究指出，烏茲馬正在洽商收購兩家潛在公司，來自化學及油田服務領域，預料其中一家將在2014年次季落實，它們與現有業務存有互輔效益。

該公司持有30%股權的聯營公司，最近取得丹絨峇南的風險共享合約（RSC），後者是獲得證實有油的油田，從而降低工程風險程度，預料在11個月內，即約2015年2月份將有望開始攫取石油。

同時，聯營公司總值約1億美元的發展成本，大部份合約將頒給該公司負責。

預料上述油田計劃，將需要股份融資約3千萬令吉，該公司將動用附加股籌集9千萬令吉的部份資金，而其餘的6千萬令吉將充當併購用途。

該行認為，烏茲馬未來可能攫取另一個新的油田風險共享合約，主要是它在全面油田檢驗以及儲油研究的經驗。

該行將2014及2015年淨利預測上調6%及5%，分別至4千840萬及6千萬令吉。該行的目標價上調至7令吉30仙（除附加股則調至3令吉84仙）或等於2015年預測本益比16倍，並給予“買進”評級。（星洲日報／投資致富‧投資問診‧文：李文龍）

icy97

乌兹马9534万购泰MMSVS

财经新闻 财经  2014-05-21 12:13
（吉隆坡20日讯）乌兹马（UZMA，7250，主板贸服股）宣布以2970万美元（9534万令吉），收购泰国公司———MMSVS集团控股有限公司（简称MMSVS）的所有股权。

该公司日前与Pornsak Visitpong家族三人签署条款书，但仍需需签署买卖协议，才能完成整项收购活动。

根据条款书，MMSVS需保证在两年内达到4080万美元（1.3亿令吉）销售额，今年为1820万美元（5853万令吉），明年则为2260万美元（7267令吉）。

乌兹马通过文告指出，MMSVS的主要业务是利用液压推动修理设施（HWU），为生产井和勘探提供修理及维修服务。

MMSVS拥有七艘现代HWU船只和一个车载服务钻井，可在岸上和岸外工作。

此收购将进一步扩大乌兹马在东南亚的油气服务业务，符合其在区域市场稳健立足的目标。【南洋网财经】

UZMA BERHAD

Type	Announcement
Subject	MEMORANDUM OF UNDERSTANDING
Description	EXECUTION OF A TERM SHEET SETTING OUT THE AGREEMENT BETWEEN UZMA AND MR. PORNSAK VISITPONG AND/OR HIS NOMINATED AFFILIATED COMPANY, MRS. JIRAPORN VISITPONG AND MRS. NANTANUT VISITPONG FOR THE PROPOSED ACQUISITION OF MMSVS GROUP HOLDINGS LIMITED ("MMSVS" OR "TARGET COMPANY")
On behalf of the Board of Directors of Uzma ("Board"), Kenanga Investment Bank Berhad ("KIBB") wishes to announce that the Company had on 20th May 2014, obtained approval to release announcement pertaining to a term sheet ("Term Sheet") to acquire the entire equity interest in MMSVS for an indicative aggregate purchase consideration of USD29.70 million (or the equivalent of approximately RM95.34 million) ("Proposed Acquisition"). Please refer to the attachment for further details. This announcement is dated 20 May 2014. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1627569

Attachments Uzma TermSheet Announcement 20140520 (final).pdf

icy97

收购泰MMSVS 出价合理 乌兹马2年净利看涨18%

财经新闻 财经  2014-05-23 10:22
（吉隆坡22日讯）券商预测，乌兹马（UZMA，7250，主板贸服股）收购泰国油气公司MMSVS集团，2970万美元（9534万令吉）出价合理，且能提高今明两年净利18%。

MMSVS核心业务，是利用液压推动修理设施（HWU），为生产井和勘探提供修理及维修服务，且收购之举大为激励券商，可巩固乌兹马的综合油气服务供应商地位。

肯纳格投资研究指出，收购价相等于2014财年企业价值对扣除利息、税务、折旧与摊销前盈利的5.5倍，相较本地岸外公司的11至12倍更具吸引力。

“再者，这项收购案附带两年盈利保证条款，今年为1820万美元（5853万令吉），明年则为2260万美元（7267令吉），保障乌兹马利益。”

2970万美元的收购价中，会有470万美元（1513万令吉）的余额是在两年后才缴付。

若未达到盈利目标，乌兹马仅会支付447万美元（1439万令吉）；反之，盈利达标将支付多100万美元（322万令吉）。

丰隆投资研究点出，假设净赚幅为15%，预计新公司可提高今明两财年净利约18%。



发附加股强化收购

丰隆投资研究指，MMSVS有助增加乌兹马的产品与服务供应，且HWU平均机龄低于5年，机型较小，适用于东南亚的浅海油井。

乌兹马近期收购数家化学和油井服务公司，借此拓展视野版图，近期更建议发行附加股筹9000万令吉，足以作为收购策略资产的强力后盾。

分析员也看好乌兹马凭借丰富经验，继续赢得更多风险分散合约（RSC），前景亮丽。【南洋网财经】

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31/03/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/03/2014	31/03/2013	31/03/2014	31/03/2013
		$$'000	$$'000	$$'000	$$'000

1	Revenue	97,718	88,897	97,718	88,897
2	Profit/(loss) before tax	12,302	12,181	12,302	12,181
3	Profit/(loss) for the period	9,500	9,339	9,500	9,339
4	Profit/(loss) attributable to ordinary equity holders of the parent	8,428	8,855	8,428	8,855
5	Basic earnings/(loss) per share (Subunit)	6.38	6.71	6.38	6.71
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 ($$)	1.0400		0.9700

icy97

UZMA BERHAD

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	UZMA BERHAD (“UB” OR “THE COMPANY”) - ACQUISITION OF THE ENTIRE COMMON SHARES OF WELL SERVICES (THAILAND) LTD (“ACQUISITION”)
1. THE ACQUISITION The Board of Directors of Uzma is pleased to announce that Uzma Engineering Sdn. Bhd. (“Purchaser” or “UESB”), a wholly-owned subsidiary of the Company had on 28 May 2014 entered into a Share Sale Agreement (“SSA”) to acquire a total of 490 common shares of Thai Baht (“TB”)100 each (“Sale Shares”), representing the entire issued and paid-up common shares of Well Services (Thailand) Ltd. (“Well Services (T)”), from Thanutchaporn Dungchaloensup and Pakdee Paknara (collectively referred to as “Vendors”) at a purchase price of TB100 per share for a  total cash consideration of TB 49,000 (“Purchase Consideration”), which will be paid via internally generated funds. There are no liabilities to be assumed by UESB pursuant to the Acquisition. The Acquisition is expected to be completed within 1 week from the date of the SSA, upon fulfillment of the following terms:- (a) the Vendors shall deliver, or shall procure the delivery of the following documents (“Completion Documents”) to the Purchaser (or to such other party as the Purchaser may direct) :- (i) the relevant original share certificate in respect of the Sale Shares; and (ii) a valid and registrable share transfer form of the Sale Shares in the prescribed form, duly executed by the Vendors; and (b) simultaneously with the delivery of the Completion Documents, the Purchaser shall pay to the Vendors the Purchase Consideration. Well Services (T) which was incorporated in Thailand on 27 May 2014 is currently a dormant company. The intended business activity of Well Services (T) is investment holding. The present paid up share capital of Well Services (T) is TB100,000 of 1,000 shares of TB100 each divided into 490 common shares of TB100 each and 510 preference shares of TB100 each. On completion of the Acquisition, Well Services (T) will become a subsidiary of UESB. 2. Information on Vendors Thanutchaporn Dungchaloensup (Passport No. AA2657868) is a Thailand citizen and having its residential address at 577/27, Phuket Road, Tambol Talad, Amphur Muang, Phuket Province. Pakdee Paknara (Passport No. AA 1090511) is a Thailand citizen and having its residential address at 88 Moo 11, Tambol Taldkwan, Amphur Muang Nonthaburi, Nonthaburi Province. 3. RATIONALE The rationale for the Acquisition is to facilitate the Proposed Acquisition of entire equity interest in MMSVS Group Holdings Limited as announced on 20 May 2014. 4. Financial effecT The Acquisition would not have any material effect on the Company’s consolidated earnings and net assets for the financial year ending 31 December 2014. The Acquisition does not have any effect on the gearing, share capital and substantial shareholders’ shareholding of UB. 5. RISK FACTORS The Board does not foresee any material risks which might be encountered for the Acquisition. 6. APPROVALS REQUIRED The Acquisition is not subject to the approval of the shareholders of UB or any government authority. 7. INTEREST OF DIRECTORS AND SUBSTANTIAL SHAREHOLDERS OF UB AND PERSONS CONNECTED TO THEM None of the Directors, substantial shareholders or persons connected to them has any interest, direct or indirect, in the Acquisition. 8. DEPARTURE FROM THE POLICY AND EQUITY GUIDELINES OF SECURITIES COMMISSION (“SC GUIDELINES”) The Board, to the best of its knowledge and belief, is of the opinion that the Acquisition does not result in any departure from the SC Guidelines. 9. STATEMENT BY DIRECTORS The Board of Directors of Uzma is of the opinion that the Acquisition is in the best interest of the Company. 10. HIGHEST PERCENTAGE RATIO The percentage ratios applicable to the Acquisition pursuant to paragraph 10.02 of the Main Market Listing Requirements are negligible and below 1%. 11. DOCUMENT FOR INSPECTION The Share Sale Agreement is available for inspection during normal office hours at the Registered Office of 802, 8th Floor, Block C, Kelana Square, 17 Jalan SS 7/26, 47301 Petaling Jaya, Selangor Darul Ehsan from Mondays to Fridays except public holidays for a period of three months from the date of this announcement. This announcement is dated 28 May 2014.

icy97

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	UZMA BERHAD (“UB” OR “THE COMPANY”) - ACQUISITION OF THE ENTIRE COMMON SHARES OF WELL SERVICES (THAILAND) LTD
Reference is made to the Company’s announcement made on 28 May 2014 with regard to the acquisition of the entire common shares of Well Services (Thailand) Ltd. by the Company’s wholly-owned subsidiary, Uzma Engineering Sdn. Bhd. (“Acquisition”). The Board of Directors wishes to announce that the Acquisition has been completed today.

icy97

加强核心业务 乌兹马年内完成2并购

财经新闻 财经  2014-06-01 11:06
（吉隆坡30日讯）乌兹马（UZMA，7250，主板贸服股）今年计划完成两项收购案，进一步加强公司的核心业务。

乌兹马昨日与卖家签署股权买卖合约，以9547万令吉购入泰国油气公司MMSVS集团。

乌兹马子公司UZAM Engineering向彭萨维斯朋（Pornsak Visitpong）购入MMSVS集团49.75%股权；另一子公司Well Service（泰国）则向彭萨维斯朋购入剩余股权。

该公司总执行长拿督卡玛鲁在签署合约后表示，能与公司核心业务，尤其是油田以及营运服务业务互补的本地油气公司，将是公司的收购目标。

乌兹马主要业务是提供石油与天然气地质和油库工程服务、油气钻井和油井服务等，而MMSV集团旗下业务主要为利用液压推动修理设施（HWU），为勘探与生产的油井维修。

他说，放眼MMSVS可为公司贡献1900万美元（约6110令吉），但由于整体收购案将在7月中完成，前者的贡献料为一半。

献购计划会通过内部资金、附加股融资所得和外部借贷完成，不过，献购献议仍需在下个月举行的股东特大寻求通过。

他表示，献售MMSVS让该公司有机会进军东南亚油气服务的机会，尤其是钻井与油井服务业务。

他说，乌兹马计划在卡塔尔重新开设办事处，该公司目前于澳洲、印尼以及泰国均有办事处。【南洋网财经】

UZMA BERHAD

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	UZMA BERHAD (“UZMA” OR THE “COMPANY”) PROPOSED ACQUISITION OF MMSVS GROUP HOLDING CO LTD. (“MMSVS”) PURSUANT TO: I        PROPOSED ACQUISITION BY UZMA ENGINEERING SDN BHD (“UESB”), A WHOLLY OWNED SUBSIDIARY OF UZMA, OF THE ENTIRE EQUITY INTEREST IN SVJ HOLDING LIMITED (“SVJ”), WHICH HOLDS 100,000 ORDINARY SHARES OF THAI BAHT 100 EACH REPRESENTING APPROXIMATELY 49.75% OF ALL THE AUTHORISED AND ISSUED SHARES IN MMSVS; II        PROPOSED ACQUISITION BY WELL SERVICES (THAILAND) LTD (“WST”), A 49%-OWNED SUBSIDIARY OF UZMA, OF 100,999 PREFFERED SHARES OF THAI BAHT 100 EACH REPRESENTING APPROXIMATELY 50.25% OF ALL THE AUTHORISED AND ISSUED SHARES IN MMSVS FOR AN AGGREGATE CASH CONSIDERATION OF APPROXIMATELY USD29.70 MILLION.
On behalf of the Board, Kenanga Investment Bank Berhad ("KIBB") wishes to announce that the Company had today, via UESB and WST, entered into the following conditional agreements: (a)        share sale and purchase agreement (“SPA”) between UESB and Mr Pornsak Visitpong for the proposed acquisition by UESB of the entire equity interest in SVJ comprising 50,000 ordinary shares of USD1.00 each (“Offshore SPA”). SVJ owns 100,000 ordinary shares of THB100 each representing approximately 49.75% of all the authorised and issued shares in MMSVS. Upon completion of the Offshore SPA, UESB shall indirectly own 49.75% of all the authorised and issued shares in MMSVS; and (b)        SPA between WST and Mr Pornsak Visitpong for the proposed acquisition by WST of 100,999 preferred shares of THB100 each in MMSVS representing approximately 50.25% of all the authorised and issued shares in MMSVS (“Onshore SPA”). The details of the Proposed Acquisition are set out in the attachment. This announcement is dated 30 May 2014 http://www.bursamalaysia.com/market/listed-companies/company-announcements/1643001

Attachments Uzma Proposed Acqusition 20140530.pdf

icy97

烏茲馬藉收購強化核心業務

2014-06-11 10:54      
（吉隆坡10日訊）烏茲馬（UZMA,7250,主板貿服組）今年放眼收購2至3家公司強化核心業務。

該公司首席執行員卡瑪魯在股東大會及特大後表示，1配1發附加股活動將於下月完成，料籌措約1億令吉資金，並結合內部資金、銀行貸款融資收購活動。

與此同時，該公司也放眼額外收購2至3家海內外公司強化核心業務。

“這些計劃還在洽談，收購對象與公司業務性質相同，主要是來自優化生產服務領域。”

目前該公司負債率為0.2倍，卡瑪魯預計，完成收購後，負債率將低於1倍。

至於泰國油氣公司MMSVS集團的收購案進展，他預計於下月完成，有助於強化鑽井業務及區域擴張計劃。

M M S V S集團以泰國為基地，也在汶萊、大馬、泰國、緬甸及孟加拉進行油氣工程。烏茲馬是以9千547萬令吉收購該公司。

對於下半年業務展望及貢獻，卡瑪魯預計可維持過去幾年成長模式，希望收購後的整合活動順利推行，有效推動競標值增長。

“現有收購及未來收購活動將支撐員工人數從250人增至400人以上，MMSVS集團料帶來1千800萬美元（約5千755萬令吉）營業額及550萬美元（約1千760萬令吉）稅息折舊攤銷前利潤。”

他預計，國家石油（PETRONAS）頒發的丹絨峇南油田合約及MMSVS集團貢獻將於第三季開始貢獻，看好新收購公司的競標活動將帶來更多合約。

目前該公司競標總值26億令吉合約（不包括MMSVS集團及風險管理服務合約（RSC）），手持18億令吉訂單，可忙碌至2017年。（星洲日報／財經）

icy97

EX-date	24/06/2014
Entitlement date	26/06/2014
Entitlement time	05:00:00 PM
Entitlement subject	Rights Issue
Entitlement description	RENOUNCEABLE RIGHTS ISSUE OF 132,000,000 NEW ORDINARY SHARES OF RM0.50 EACH (“RIGHTS SHARES”) AT AN ISSUE PRICE OF RM0.75 PER RIGHTS SHARE ON THE BASIS OF ONE (1) RIGHTS SHARE FOR EVERY ONE (1) EXISTING ORDINARY SHARE OF RM0.50 EACH HELD IN UZMA BERHAD
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 Tel:        03-7849 0777 (Help Desk) Fax:        03-7841 8151/ 8152
Payment date
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	26/06/2014
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)	132000000
Entitlement indicator	Ratio
Ratio	1 : 1
Rights Issues/Offer Price	0.75

Despatch Date	30/06/2014
Date for commencement of trading of the rights	27/06/2014
Date for despatch of abridged prospectus and subscription forms	30/06/2014
Date for cessation of trading of the rights	04/07/2014
Date for announcement of final subscription result and basis of allotment of excess Rights Securities	16/07/2014
Listing date of the Rights Securities	21/07/2014

Last date and time for	Date	Time
Sale of provisional allotment of rights	03/07/2014	at	05:00:00 PM
Transfer of provisional allotment of rights	08/07/2014	at	04:00:00 PM
Acceptance and payment	11/07/2014	at	05:00:00 PM
Excess share application and payment	11/07/2014	at	05:00:00 PM

icy97

Type	Reply to query
Reply to Bursa Malaysia's Query Letter - Reference ID	NM-140602-62704
Subject	UZMA BERHAD (“UZMA” OR “COMPANY”) PROPOSED ACQUISITION OF MMSVS GROUP HOLDING CO LTD. (“MMSVS”) PURSUANT TO: I PROPOSED ACQUISITION BY UZMA ENGINEERING SDN BHD (“UESB”), A WHOLLY OWNED SUBSIDIARY OF UZMA, OF THE ENTIRE EQUITY INTEREST IN SVJ HOLDING LIMITED (“SVJ”), WHICH HOLDS 100,000 ORDINARY SHARES OF THAI BAHT 100 EACH REPRESENTING APPROXIMATELY 49.75% OF ALL THE AUTHORISED AND ISSUED SHARES IN MMSVS; II PROPOSED ACQUISITION BY WELL SERVICES (THAILAND) LTD (“WST”), A 49%-OWNED SUBSIDIARY OF UZMA, OF 100,999 PREFFERED SHARES OF THAI BAHT 100 EACH REPRESENTING APPROXIMATELY 50.25% OF ALL THE AUTHORISED AND ISSUED SHARES IN MMSVS FOR AN AGGREGATE CASH CONSIDERATION OF APPROXIMATELY USD29.70 MILLION.
Description	We refer to our announcements dated 20 May 2014 and 30 May 2014 in relation to the Proposed Acquisition (“Announcements”). All abbreviations and definitions used herein shall have the same meanings as the words and expressions defined in the Announcements, except where the context otherwise requires or where otherwise defined herein. The exchange rate of USD:RM is the same as the exchange rate used in the announcement dated 30 May 2014. On behalf of the Board, KIBB wishes to provide the following additional information in relation to the Proposed Acquisition: 1. Breakdown of sources of fund to finance the Proposed Acquisition: For clarification, we intend to finance the purchase consideration of USD29.70 million via a combination of external bank borrowings and internally generated funds. The borrowings are expected to be approximately USD21.2 million (RM68.0 million) and the balance of approximately USD8.5 million (RM27.3 million) will be via internally generated funds. 2. Financial performance of MMSVS for the FYE 31 December 2013: In the FYE 31 December 2013, the company had completed the construction of four (4) newbuild HWUs in the FYE 2013, which led to the attainment of multiple long term contracts in the same year. However, although the revenue increased by 55.57% compared to the previous year, the construction of the additional units and increased finance costs negatively impacted the profit of the company for the FYE 2013. The construction of the units carried significant third party manufacturing and certification costs as well as labour, raw material and consumables costs. The additional contracts did not initiate until the middle of the third quarter therefore the revenue was not sufficient enough to offset the costs. Hence, the company recorded a loss before tax of THB0.87 million for the FYE2013. This announcement is dated 12 June 2014.

icy97

券商買進心頭好．烏茲馬收購泰資產 看好直接貢獻下月營業額

財經股市13 Jun 2014 20:43

券商 ：豐隆投銀研究
合理價：7.30令吉（除權后為3.84令吉）

烏茲馬（UZMA，7250，主要板貿易）料籌資2970萬美元（約9530萬令吉）收購泰國資產，計劃完成后可從7月開始直接貢獻營業額。

我們正面看待上述收購活動，有助擴大烏茲馬產品類別和補助現有服務。

據悉，收購對象MMSVS艦隊平均年齡低于5年，且規模較小適用于東南亞淺水井。同時相信MMSVS會將此液壓修井單位服務引進大馬。

雖然MMSVS 在2013財年因額外建築和融資成本而陷入虧損，但估計今年有7個液壓修井單位投入運作，可交出約900萬令吉淨利。

另外，烏茲馬計劃在今年完成另外2項收購活動，相信該公司近期從發出附加股集得9900萬令吉資金，仍有約4000萬令吉尚未使用。未來任何併購活動，皆有助加強每股盈利預測。

該公司打算通過擴展產品提振成長，新產品料包括水務方案、擱置水井方案、鑽井項目管理和地震引發事件處理。而且不排除烏茲馬會在短期內，獲得其他風險服務合約（RSC）。

我們正面看待烏茲馬擴展活動，雖然該公司屬小資本股且流通量低，但維持“買進”評級和7.30令合理價。該公司附加股于本月26日 除權，因此除權后目標價為3.84令吉。

烏茲馬週五（13日）早盤平盤報6.25令吉；閉市時收在6.28令吉，起3仙，成交量30萬4000股。【中国报财经】

stephen_88

买这个股的人前几天就爽了      

icy97

烏茲馬1860萬收購Premier企業

企業財經2 Jul 2014 23:00
（吉隆坡2日訊）為提高市佔率並減營運成本，烏茲馬（UZMA，7250，主要板貿易）宣布以1860萬令吉收購Premier企業。

該公司向馬證交所報備指出，今日與阿都蘇海米及拉菲亞簽署協議，以1860萬3000令吉收購上述企業股權，並在該公司成功延長明年10月及2016年1月到期的合約后，額外注資200萬令吉。

文告中指出，Premier企業主要業務為油田化學及其他原產品貿易，與烏茲馬業務相似，合併后有公司提高相關領域市佔率並擴大客戶群，兩家公司專才合並擴大規模后，營運成本則有望減低。

“新收購計劃可為公司提供新收入來源，相信可為公司帶來盈利及成長。”

文告指出，是項計劃料在1個月內完成。【中国报财经】

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	UZMA BERHAD (“UZMA” OR THE “COMPANY”) - ACQUISITION OF THE ENTIRE EQUITY INTEREST IN PREMIER ENTERPRISE CORPORATION (M) SDN. BHD.
he Board of Directors of Uzma Berhad is pleased to announce that the Company has on 2 July 2014 entered into an agreement with Abdul Shuhaimi Bin Abdul Karim and Rafiah Binti Ibrahim for the acquisition of the entire equity interest in Premier Enterprise Corporation (M) Sdn. Bhd. (Company No.:351249-T), a company incorporated in Malaysia. Please refer to the file attached for further details. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1674513

Attachments 20140702-Announcement- Acquisition of PEC.pdf

icy97

化学药品油井旧油田 乌兹马收购瞄准3目标

财经新闻 财经  2014-07-03 08:26
（吉隆坡2日讯）市场传出乌兹马（UZMA，7250，主板贸服股）正在寻觅献购对象，投行认为，化学药品、油井服务和旧油田重新开采，将成为该公司的收购目标。

肯纳格投行表示，乌兹马一直希望能在非常规增产（unconventional production enhancement）领域里打造知名度，并放眼参与化学强化采油（CEOR）计划。

“有关化学强化采油计划，料在今年第二季和第三季末推出。”

根据乌兹马的说法，该公司希望能在今年完成2项并购，分析员认为，这意味下半年将更有更多消息出炉。

乌兹马今日以3.66令吉挂收，全日下滑2仙或0.5%。

进军泰国布局区域

今年首半年，乌兹马已相当忙碌，除了透过附加股活动筹资9900万令吉外，也与他人组成的财团赢得TanjungBaram小型油田风险服务合约（SFRSC）。

此外，乌兹马也建议收购的泰国油气公司MMSVS集团，肯纳格投行表示，这收购预计能带来立即的收益，料能在2014财年带来6个月贡献。

另一方面，MMSVS集团提供2014和2015财年分别达1820万美元（5860令吉）和2260万美元（7270万令吉）的销售担保，为乌兹马带来保障。
“这次收购，也让MMSVS集团加强业务的区域分布。”

肯纳格投行对于乌兹马以上举动感相当正面，并认为这将能加强资产负债表，也提供该公司进入风险服务合约（RSC），钻井和油井服务业务得以提振。

“我们已将以上数个活动纳入盈利考量，并将今明两年的净利预测上调4.2%至17.7%。”

肯纳格投行给予该公司“超越大市”投资评级，并将目标价格上调至4.30令吉。

1860万购油气公司

乌兹马将以1860万3000令吉，收购油气公司Premier Enterprise机构。

乌兹马今天与两名卖家阿都苏海米和拉菲亚依布拉欣，签署买卖合约，收购PremierEnterprise机构所有股。

Premier Enterprise机构原定2015年10月与2016年1月届满的油化合约；一旦获得延长，乌兹马就需要支付额外的200万给卖方。

Premier Enterprise机构是专业于化学与其他石油提炼的原产品贸易。

通过收购行动，乌兹马将可增加油化产品的市占率和客户群，同时综合两家公司的专业，减少营运成本。

完成收购后，乌兹马相信带动今年盈利。



【南洋网财经】

icy97

今年以來漲52%‧烏茲馬評級下調

2014-07-09 18:17      
（吉隆坡9日訊）中小型油氣股烏茲馬（UZMA,7250,主板貿服組）今年迄今股價飆漲52%，大大超越馬股的1.4%升勢，豐隆研究提醒投資者套利離場，再作部署。

週三股價一度跌12仙至4令吉零6仙，閉市跌10仙，掛4令吉零8仙。

自今年4月17日豐隆研究調升評級至“買進”，迄今股價已上揚25%，超越大市的揚2.6%。

“今年6月發附加股，除權日時股價直飆逾4令吉19仙；基於發附加股不影響公司基本面，股價短期竟然飆漲至超出基本面。”

豐隆因此提醒投資者套利，並調降評級至“守住”；目標價4令吉19仙不變。

該股是其中一個小至中型股，並切合微型主題，強勁股價上揚，主要受獲頒TANJONG BARAM之風險服務（RSC）計劃所烘託。

長遠來說，豐隆認為該公司討喜，長遠策略是進一步開發業務，這可透過擴大產品群、併購與方外擴張策略。

今年迄今，烏茲馬已經收購泰國MMSVS公司（有7液壓工作船（HWU）和Premier企業機構（專精油田化學），總收購價達1億1千400萬令吉；兩項收購案將擴大烏茲馬產品群，與目前產品群相輔相成。

該公司仍然設定目標，今年內併購一個鑽油井服務公司，可用資金達2千萬令吉；最近發附加股籌獲9千900萬令吉，主要用來融資RSC、MMSVS和Premier企業等。任何附加併購將有助加強每股盈利。

“烏茲馬也擴大產品群，新產品包括水的方案、荒井方案、鑽井計劃管理、地震數據處理等。不排除烏茲馬未來獲取其他RSC工程，潛在頒發14項聚合區工程，烏茲馬在全場式檢測和油氣藏研究有專精工藝。”（星洲日報／財經）


扩市占降成本 乌兹马购Premier受看好
财经新闻 财经  2014-07-05 12:18
http://www.nanyang.com/node/632922?tid=462

icy97

一股作气：乌兹马积极收购拼增长

一股作气 财经周刊 投资观点  2014-07-07 13:10
近期动作连连的乌兹马（UZMA，7250，主板贸服股），积极通过收购推动增长。

该集团手上订单总值达17亿令吉，为支撑未来增长，参与竞标的工程总值高达26亿令吉。

同时，该集团过去5年的营运现金流皆呈正面现金流入，料2016财年的营运现金流可破1亿令吉。

自于2000年创立以来，乌兹马在石油与天然气业稳健成长，如今崛起成为区域领先业者。

近期，该集团也积极大展拳脚，进行一系列的企业活动，增强集团在该领域的立足点，并将业务推向高峰。

乌兹马已有所计划，在今年内进行至少两项收购活动，从而提升强化采油（EOR）和钻井采油的能力。

今年5月，集团宣布以1800万美元，收购泰国油气公司MMSVS集团，进一步扩大东南亚油气服务业务。

在短短的一个半月内，乌兹马再次捎来另一项收购计划的消息，出价1860万令吉收购Premier企业机构的所有股权。

争取东南亚份额

针对MMSVS集团的收购计划，仍有待股东在本月举行的特大通过，而这项收购计划将透过发行附加股、内部资金和外部借贷完成。

依据这项收购计划的条款协议，MMSVS需保证在两年内达到4080万美元的销售额，今年为1820万美元，明年则为2260万美元。

一旦收购计划顺利落实，不仅能让该集团可争取东南亚油气服务的市场份额，更能对其业务表现作出即时的贡献。

至于Premier企业机构的收购计划则无需通过股东的批准，这项企业活动将让乌兹马提高相关领域的市占率，并且扩大其客户群。



发股降债至0.15倍

目前，乌兹马正进行附加股集资计划，在股东全面认购的情况下，将筹获9900万令吉的资金，近79%的款项将用作为未来24个月的资本开销。

此举不仅将能提高乌兹马股票在市场的流动量，也能强化资产负债表，预计负债率从现有的0.24倍，降低至0.15倍。

于2008年上市的乌兹马，其3大核心业务为：（一）石油工程（Geoscience and Petroleum Engineering）、（二）钻井和油井服务（Drilling and Well Services）；以及（三）油田与强化项目服务（Project Oilfield & Optimisation Services）该集团在澳洲、印尼和泰国皆拥有办事处，且拥有来自36个国家，超过50家国际客户。

回顾乌兹马的业绩表现，在2008/09全球金融风暴的冲击之下，在2008年上市的隔年，该集团连续两年蒙受亏损。



2016现金流入1.1亿

最新一个财年的业绩，营业额强劲增长以及净利赚幅改善，2013财年净利飙升46%。

同时，联昌国际研究认为，乌兹马在经过全球金融风暴的历练后，相信在业务投资上更为谨慎，且具有应战未来挑战的能力。

持17亿订单

不可忽略的是，该集团目前未完成的订单，总值达到17亿令吉，且参与的竞标工程，合计总值为26亿令吉。

仅仅是该集团握有的订单，足以维持和支撑该集团未来的净利表现，直至2017年为止。

在营运现金流方式，乌兹马过去5年皆维持正面的现金流入，联昌国际研究预计，该集团可在未来的两、三年维持正面流入。

根据预测，该集团的营运现金流，将从2013年的500万令吉，在盈利大幅提升之下，估计2016财年可取得1亿1140万令吉的现金流入。

展望未来，收购活动将增强乌兹马在该领域的地位，并有助于争取更多的工程，以及对该集团的盈利贡献。

然而，该股的潜在投资风险，则包括原油价格大幅波动、收购计划触礁或无法带来协同效应、逊于预期的赚幅，以及工程展延等因素。

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本文分析仅供参考，并非推荐购买或脱售。投资前请咨询专业金融师。

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