【BHIC 8133 交流专区】莫实得重工业

blackcat98

BHIC may double ship jobs target to RM2bil

BOUSTEAD Heavy Industries Corp Bhd (BHIC), one of the country's leading shipbuilders, is likely to raise its target of securing RM1bil worth of commercial vessel contracts this year. Executive deputy chairman and group managing director Datuk Seri Ahmad Ramli Mohd Nor said the shipyard might achieve its RM1bil target sooner than expected based on the present buoyant market. "We intend to fully utilise our shipyard in Ghana due to many oil discoveries and explorations" DATUK SERI AHMAD RAMLI MOHD NOR He told StarBiz that the group might even double its commercial vessel contract target to RM2bil this year. However, the shipyard, which has secured RM600mil worth of commercial vessels contracts, did not disclose the value of the contracts it was presently bidding for. It was reported that BHIC was in “serious talks” with potential clients, particularly in Europe and the US, for the construction of chemical tankers, offshore support vessels, luxury yachts as well as the provision of services to the booming oil and gas sector. The projected rise in commercial vessel contracts is also supported by the fact that BHIC has not fully exploited its shipyard capability in Ghana that is now mainly doing repairs and maintenance jobs. “We intend to fully utilise our shipyard in Ghana due to many oil discoveries and explorations that will need a lot of offshore support vessels. “But before that, we will need to upgrade the facilities as well as deploy professional workforce there,” he said. Besides Ghana, BHIC has three other shipyards in Lumut, Penang and Langkawi. Together, these four shipyards have utilised 60% of their building capacity.



A patrol vessel being built by BHIC for Royal Malaysian Navy.


“The hike in commercial vessel demand also supports our medium-term plan to increase our commercial vessel shipbuilding contracts' value to be at par with our military or defence vessels contracts. A patrol vessel being built by BHIC for Royal Malaysian Navy. “We target to achieve a 50:50 ratio of the two business segments,” he said. Currently, the value of BHIC's military shipbuilding and maintenance contracts stand at RM2.6bil, and they include the construction of six new generation patrol vessels (NGPVs) for the Royal Malaysian Navy (RMN). Its associate company Boustead Naval Shipyard Sdn Bhd has delivered two of the six NGPVs and is expected to deliver the rest by end of next year. On future Government contracts, BHIC, formerly known as PSC Industries Bhd, is being given the priority to build 27 patrol vessels that include the six NGPVs under the national privatisation programme. Although the group was hopeful of securing the other patrol vessel contracts, Ahmad Ramli said it was not expecting any orders from RMN soon. “Nevertheless, we still have the first right of refusal or rights granted by the Government for RMN jobs,” he noted. “Also, we must not take on more than we can chew and are now focusing on quality, timeliness and efficiency of our operations,” he said, adding that the group had a secure recurring income from RMN vessels' maintenance. Ahmad Ramli said BHIC envisioned being a notable international player, banking on its expertise in building military vessels, commercial ships, offshore support vessels and luxury yachts as well as in ship repairs and maintenance. He added that although BHIC had a diversified range of products for various shipping segments, it had a strong capability in each segment. “Besides our forte in military vessels, we have strong capability in dry-docking and our shipyard in Langkawi has the facilities in building yachts of up to 100m. “In other words, we do not want to depend on one sector as the driving force for the business,” he said. BHIC, which suffered heavy losses from 2004 to 2006, has completed its group restructuring programme last August which freed the shipyard from PN17 classification. The group returned to the black in the last financial year (FY) ended Dec 31, 2007, making a net profit of RM485.5mil against a loss of RM94.2mil in FY06.

http://thestar.com.my/news/story.asp?file=/2008/5/5/maritime/21116353&sec=maritime

[ 本帖最后由 blackcat98 于 12-5-2008 10:22 PM 编辑 ]

blackcat98

BHIC to focus on high-margin contracts

The following are excerpts of an interview with Boustead Heavy Industries Corp (BHIC) executive deputy chairman and group managing director Datuk Seri Ahmad Ramli Mohd Nor.

STARBIZ: What were the key factors in turning around the company?

Datuk Seri Ahmad Ramli Mohd Nor: Well, it was not an easy task. In 2005, we had losses amounted to RM2bil and about a thousand creditors. It was all hard work and putting in the right strategies. The key strategy was to get our shareholders and stakeholders to be with us. We had to be transparent with them by showing them the account statements. I met bank CEOs and updated them every month. I am glad that we have managed to turnaround the company and now we actually have zero gearing.

StarBiz: What is the way forward for the company?

Ahmad Ramli: We will be more selective whereby the group will focus on high-value contracts of higher margins. This is in line with our specialisation in building advanced and complex vessels. For the less complicated or straightforward vessel construction or its related activities, we are looking at partnerships with smaller yards. In partnerships or outsourcing, we will provide the training, monitor their progress and try to get them the financial assistance needed.

StarBiz: What do you mean by “advanced and complex vessels”?

Ahmad Ramli: The most complex vessel to build is a military vessel as the process is more advanced compared with the construction of an oil and gas vessel.

StarBiz: The shipbuilding market has been quite strong since 2004. What is the outlook ahead?

Ahmad Ramli: Despite the global economic slowdown, the shipbuilding market will remain strong. As oil prices increase, companies are becoming more active in new oil explorations. Oil majors are actively exploring brown, deepwater and shallow water fields. All these new oil explorations will need additional offshore support vessels. Also, the International Maritime Organisation ruling for double-hull ships will come into force in 2010. This is creating demand for new double-hull tankers.

StarBiz: How do you mitigate the impact of high raw material prices currently, especially for steel?

Ahmad Ramli: We are quite fortunate in this matter as most of our contracts were secured when steel prices had already increased. Thus most of our contracts reflect the current prices of raw materials. Also, we have hedged for our future contracts.

http://thestar.com.my/news/story.asp?file=/2008/5/5/maritime/21127205&sec=maritime

blackcat98

原帖由 blackmoon123 于 10-5-2008 06:07 PM 发表

但是海军船这种东西是每个国家都一定要的
就算政治改变了，国防是不会影响到很多的
尤其是海军这方面。
不过看来钢铁会一直上
会不会影响成本阿？
还是说那些起价的钱都是政府而外负的？

StarBiz: How do you mitigate the impact of high raw material prices currently, especially for steel?

Ahmad Ramli: We are quite fortunate in this matter as most of our contracts were secured when steel prices had already increased.

Thus most of our contracts reflect the current prices of raw materials. Also, we have hedged for our future contracts.

blackcat98

BHIC gets 2 barge contracts worth RM205mBy Joseph Chin
PETALING JAYA: Boustead Heavy Industries Corporation Bhd (BHIC) has secured two contracts worth RM205mil to construct two work barges from Swire Pacific Offshore Operations Pte Ltd.
BHIC said Friday the barges were expected to be completed and delivered by first and second quarter of 2010 respectively,
BHIC executive deputy chairman Datuk Seri Ahmad Ramli Mohd Nor said the contracts showed the market’s confidence in BHIC’s ability to deliver its contractual obligations.
“We will continue to explore new opportunities in the maritime sector both locally and regionally,” he said.

http://biz.thestar.com.my/news/story.asp?file=/2008/5/16/business/20080516173957&sec=business

publicpang

很久没看到这股GORENG鸟....

blackcat98

Company Name	:	BOUSTEAD HEAVY INDUSTRIES CORPORATION BHD
Stock Name	:	BHIC
Date Announced	:	12/08/2008

Financial Year End	:	31/12/2008
Quarter	:	2
Quarterly report for the financial period ended	:	30/06/2008
The figures	:	have not been audited

Converted attachment :

Please attach the full Quarterly Report here:

BHIC Q2-Y2008 Bursa.xls

Remark:

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	111,399	27,548	212,380	42,238
2	Profit/(loss) before tax	38,300	1,711	70,073	2,177
3	Profit/(loss) for the period	35,403	1,575	66,845	1,519
4	Profit/(loss) attributable to ordinary equity holders of the parent	34,446	1,502	65,588	1,185
5	Basic earnings/(loss) per share (sen)	13.87	0.86	26.40	0.68
6	Proposed/Declared dividend per share (sen)	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 (RM)	1.0900		0.8400

http://announcements.bursamalaysia.com/EDMS/edmsweb.nsf/LsvAllByID/48256E5D00102DF4482574A30037ED7C?OpenDocument

傻人最有傻福

大大，你有几多股？？？

blackcat98

版主,我可以用回我原先的主題 [復醒中的Boustead重工業]嗎???

blackcat98

原帖由 傻人最有傻福 于 12-8-2008 08:30 PM 发表
大大，你有几多股？？？

一股都沒有,
有人說這股是titanic,
有興趣上船上演jack&rose u jump i jump一幕嗎???
我的身家全押在magna prima,
接下來會陸續公布業績的股除了magna之外,還有同業coastal contracts bhd.

[ 本帖最后由 blackcat98 于 12-8-2008 08:42 PM 编辑 ]

blackcat98

BHIC 2Q net profit surges to RM34m
KUALA LUMPUR: Boustead Heavy Industries Corporation Bhd (BHIC) net profit surged to RM34.45mil from only RM1.5mil a year ago, boosted by its shipbuilding business.
It said in a statement to Bursa Malaysia on Tuesday revenue jumped 300% to RM111.4mil from RM27.55mil. Earnings per share rose to 13.87 sen from 0.86 sen.
For the first half, net profit was RM65.59mil compared with only RM1.18mil a year ago. Revenue was RM212.38mil versus RM42.24mil.
BHIC said higher revenue was mainly due to the increase in income from shipbuilding and its related activities.
“The group is also facing challenges of rising direct costs and operating expenses, due particularly to the sharp increases in raw material and fuel prices,” it said.

http://biz.thestar.com.my/news/story.asp?file=/2008/8/12/business/20080812184129&sec=business

傻人最有傻福

哦哦哦..... 之前有赚过这只股的钱？？？

blackcat98

沒有,一路以來都沒有,為甚麼醬問???
沒買真的不能介紹股票??
不買是因為我找不到很好的理由說服我拋棄目前的組合

傻人最有傻福

没这个意思....大大，目前的组合是？？？？

scsiang82

13-08-2008: ECM Libra maintains buy call on Boustead Heavy Industries Corp
Email us your feedback at fd@bizedge.com


ECM Libra Investment Research has maintained a buy call on Boustead Heavy Industries Corp Bhd at RM4.30 with a target price of RM6.30, following the announcement of its second quarter ended June 30, 2008 (2QFY08), results on Tuesday.

Commenting on BHIC's net profit that rose 10.3% quarter-on-quarter (q-o-q) to RM34.4 million on the back of a 11.4% q-o-q rise in revenue to RM111.4 million, ECM Libra Research said BHIC's results came in slightly above its expectations and slightly below the market's, while the company's first half ended June 30, 2008 (1HFY08), earnings already accounted for 52% of the research house's full year estimate.

"Heavy engineering division contributed to 90% of group revenue, while the bulk of associate contribution is from Boustead Naval Shipyard (BNS). Included in the share of results of associates is the group's share of utilisation of previously unrecognised tax losses by BNS amounting to RM8.8 million," it said.

Going forward, the much-talked about 21 patrol vessels from the Ministry of Defence that is still pending announcement from the government could be a major catalyst for the company, said the research house.

However, it said rising direct costs and operating expenses were the main challenges the group faced, particularly due to the rise in raw material and fuel prices, although BHIC was expected to sustain growth given new activities in the maritime and oil and gas sectors.

"The renewal of BHIC's license from Petronas would allow it to actively participate in the O&G sector and related activities," ECM Libra said.

The research house note that BHIC had not recorded any change in the group's order book of RM746.4 million since it last secured a job from Swire Pacific Offshore Operations to build two 111m-long accomodation work barges for RM205 million, expected for delivery by 1HFY2010.

"With this contract, total direct order book now stands for RM746.6 million, which is getting close to its targeted order book of RM1 billion for FY08," it said.

It said the contract was the second batch secured year-to-date, after it had received RM204 million worth of jobs from various parties in February, adding BHIC was able to accept more jobs due to expected excess capacity following its completion of a chemical tanker, and a well-testing and servicing vessel this year.

Meanwhile, BNS' order book also remained unchanged at RM2.84 billion, ECM Libra Research added.

http://www.theedgedaily.com/cms/content.jsp?id=com.tms.cms.article.Article_b9f4f65a-cb73c03a-cbd8dc00-c6e2f7f1

chookf

分析員的話，參考一下就好！
信的話，保證會虧大錢！

早有人做過數據調查，凡依據分析員的建議買進所推薦的股票的話，
結果大多死路一條！

如下面的情況：
聽從分析師建議買賣券商及銀行股的投資人，過去一年損失17%，是標普500種指數跌幅的兩倍。
彭博數據顯示，如果根據美林的Guy Moszkowski建議買進股票，投資人將損失17%，他在機構投資人年度調查中是排名第一的證券業分析師。
根據德意志銀行分析師Michael Mayo建議買進雷曼兄弟公司股票，損失更達59%。美林股價比2007年1月紀錄高點下跌56%，但花旗集團分析師Prashant Bhatia仍給予「買進」評等。
彭博追蹤的38位專注于證券股的分析師中，31位讓投資人賠錢。投資人如果聽從「買進」建議買進證券股，在評等轉為「持股續抱」時賣出持股，分析師喊「賣出」時{定股價會續跌，則到6月3日為止的一年共損失17%，相較于標普500種指數8.5%的跌幅。
Amex Securities Broker/Dealer 指數11檔成分股過去12個月下跌38%，次級房貸危機來，全球大銀行和券商減記資產及信用損失的金額超過3860億美元。
Moszkowski, Mayo及Bhatia都拒絕發表評論。
Mayo在5月5日的報告稱，雷曼兄弟公司減記更多資產之際，獲利的變動可能很大，但長期展望佳，仍是吸引人的股票。
Moszkowski在6月4日的報告降低雷曼兄弟公司的財測，稱雷曼第二季將出{虧損，而非他先前預期的盈餘。Bhatia在4月18日的報告預測，美林2008年會虧損，該公司面{「的市場環境極具挑戰。」
摩根史丹利，雷曼兄弟公司及美林共損失530億美元，將證券業列為「買進」評等的分析師比重，由去年6月的56%降為41%。
彭博數據顯示，將證券業列為「賣出 」評等的分析師比重增加一倍，達10%。「持股續抱」評等的比重由38%升為48%。
在所有美國股票中，39%被分析師列為「買進」，低于一年前的45%，55%被評為「持股續抱」，一年前為47%，5.6%被列為「賣出」，2007年6月初為7.5%。
華爾街的「賣出」評等降到5年前的一半水準。
在19位追蹤美林的分析師中，6位給予「買進」評等，10位給「持股續抱」，3位給予「賣出」評等。
投資人如果將資金平均分配，根據每位分析師的建議買進，賣出或放空，則會損失32%，在Amex Securities Broker/Dealer Index 11檔成分股中表{第二差。
彭博數據顯示，最能幫投資人賺錢的分析師是Portales Partners LLC的Charles Peabody及Ladenburg Thalmann & Co的Richard Bove，他們給予美林，摩根史丹利，雷曼及高盛公司「賣出」評等，報酬率分別為47%及18%。
花旗集團的Colin Devine給 Ameriprise Financial，「賣出」評等，報酬率為4.8%，7月才改為「持股續抱」。

scsiang82

谢谢chookf的关心，我也只是paste新闻而已。。。我也没有买进这支股。。。

ps: 不过分析员的话还真的是不能相信的。。。

blackcat98

原帖由 scsiang82 于 13-8-2008 03:14 PM 发表
13-08-2008: ECM Libra maintains buy call on Boustead Heavy Industries Corp
Email us your feedback at fd@bizedge.com


ECM Libra Investment Research has maintained a buy call on Boustead Heavy In ...

不錯不錯,抓幾個重點
1)Boustead Naval Shipyard (BNS)占聯營貢獻很大比例
2)21艘岸外巡逻船工程是否成功獲得值得關注
3)天然氣執照是否重得?
4)挑戰日益高漲的成本




[ 本帖最后由 blackcat98 于 13-8-2008 07:40 PM 编辑 ]

傻人最有傻福

最新的！！！天天都会自动UPDATE新的！！！
           
                               

blackcat98

原帖由 傻人最有傻福 于 13-8-2008 08:09 PM 发表
最新的！！！天天都会自动UPDATE新的！！！
            
                                http://www.shar ...

每天自動update???????

傻人最有傻福

如果我没有用错方法POST，它天天都会自动UPDATE新的！！！

[ 本帖最后由 傻人最有傻福 于 13-8-2008 08:58 PM 编辑 ]