【EzionHldg 5ME 交流专区】毅之安 EZION HOLDINGS LIMITED

starry_knight84

[Ezion 毅之安] DJ MARKET TALK: UOBKH Raises Ezion Target To S$1.34; Keeps Buy
Thomas翔 发表于 7-4-2012 03:14 AM

从来不相信UOB分析师的报告，上次讲StarHub Target Price 3.40, 等了快一年才来到3.20。

另外，有朋友读大学念这类的知识，他告诉我说他做了学校的project 之后，绝对不会相信分析师讲的话。

Thomas翔

today down 0.035~~~~ :

天然夜行者

0.82.....不懂跌到底了吗？

Thomas翔

我在1.02 sell了！ x现在想买回!大家有什么idea man?

alpinev18

EZION 发生了什麼事?

icy97

毅之安获 8630万美元合约
http://www.zaobao.com/cs/cs120607_005.shtml

（2012-06-07）
毅之安（Ezion Holdings）昨日宣布获得价值8630万美元的包租合约。集团将在为期四年的时间里，为一家国有大型石油企业提供修井钻台，以协助其在中美洲的石油与天然气业务运作。

上述钻台将是毅之安在Sonda de Campeche油田运作的第三个钻台，预计在翻新之后于今年第四季开始投入运作。

集团相信以上合约不会对集团本财年的每股盈利和净资产值产生实质影响。

icy97

毅之安获钻油台供应合同
http://www.zaobao.com/cs/cs120813_007.shtml

（2012-08-13）
毅之安（Ezion Holdings）争取到一项价值大约8000万美元（约1亿万新元），为期五年的服务钻油台供应合同，以支持一家欧洲石油公司在丹麦岸外的石油与天然气开采活动。

这台钻油台经装修提升后，将于今年底在有关地区部署。

毅之安也签署总值约8760万美元（1亿零950万新元）的意向书，供应另一台服务钻油台到同个地区支持石油与天然气开采活动。这台钻油台将在2014年中部署于有关地区。毅之安将动用资金及贷款来履行两个供应项目。

jackphang

Ezion 目前已经有很多的工程，多数是在澳洲（天然气）。由于需要大量的资本来发展其工程，所以预计其借贷会增加。目前多数股票行给的目标价格是1.1x到1.3x。

icy97

Ezion wins contract and letter of intent to provide 2 service rigs
http://www.theedgesingapore.com/the-daily-edge/business/40112-ezion-wins-contract-and-letter-of-intent-to-provide-2-service-rigs.html

Tue, 25 Sep 10:54  
Ezion Holdings said it has secured a charter contract and a letter of intent to provide two service rigs for one customer.

The first contract with a value of US$201 million ($247 million) is to provide a service rig over a five-year period to a Southeast Asian based national oil company to support its oil & gas activities in the Caspian Sea.

The service rig is expected to be deployed and working in the fields of Garagel-Deniz (Gubkin), Deyarbekir (Barinov) and Magtymguly (East Livanov) by the 4th quarter of 2013 after its refurbishment and upgrading.

Ezion said it also received a letter of intent with a value of up to US$82.1 million over a five-year period to provide another service rig to support the oil & gas activities of the same oil company. The service rig is expected to be deployed and working by 4Q 2014.

The projects will be funded through internal resources as well as bank borrowings.

毅之安获颁合计为2亿8,300万美元的合约及意向书
http://www.sharesinv.com/zh/articles/34322/

2012年09月26日
油气服务业者毅之安(Ezion Holdings)取得了一份包租合约及一份意向书，将为一家东南亚国有石油公司提供2个修井钻机(service rig)，以用于其在里海的油气开采活动。包租合约的总额约为2亿零100万美元，租期为5年，这个修井钻机将在翻新后在4Q13之前调往Garagel-Deniz、Deyarbekir和Magtymguly油田运作。上述意向书的总额则约为8,210万美元，租期为5年，这个修井钻机预料将在4Q14之前调往里海地区以支援油气开采活动。

启示：分析师对公司能取得上述合约及意向书不感意外，因为在公司于不久前筹集资金之后，他们就预测公司将取得更多合约。分析师指公司可能会在接下来的三至六个月内取得更多合约。

icy97

Ezion still holds value despite re-rating: CIMB
http://www.theedgesingapore.com/the-daily-edge/business/40365-ezion-still-holds-value-despite-re-rating-cimb.html

Fri, 5 Oct 14:59  
Despite its stock doubling year-to-date, “by peer comparison, comparison with its historical trading band and intrinsic valuation, Ezion still holds value,” CIMB says.

It views unlisted liftboat operator Seajacks International as the most relevant peer-comparison, with the two times it was acquired offering valuation benchmarks for Ezion; the 2010 acquisition of Seajacks at US$207 million ($254 million) valued it at 2.0x P/BV and 5.6x forward P/E, while the 2012 deal at US$850 million valued it at 4.3x P/BV and 15.2x forward P/E.

“The two suggest that Ezion is under-valued. Ezion is trading at 1.8x P/BV and 8.1x forward fully-diluted core P/E.”

It notes Ezion has a competitive advantage over Seajacks as it can build/design its liftboats 50%-55% cheaper. It adds, Ezion trades below its 9.4x and 2.0x three-year P/E and P/BV means respectively.

CIMB notes its target valuation only prices in 10 years of contracted life for liftboats and five years for service rigs vs economic lives of 20 and 10-15 years respectively, indicating large upside if Ezion re-contracts assets.

It trims its target to $1.64 from $1.65 after a provision for the latest service rig, but keeps an Outperform call. The stock is up 3.9% at $1.35.

jackphang

个人蛮喜欢EZION，除了是因为本身偏好二三线股，也喜欢它的生意模式和集资行动。希望未来的营业额和净利可以成倍数增长。

icy97

Ezion's Q3 net profit up 24.4% to $19.7m
http://www.theedgesingapore.com/the-daily-edge/business/41000-ezions-q3-net-profit-up-244-to-197m.html

Tue, 6 Nov 13:47  
Ezion Holdings said it posted net profit of US$16.10 million ($19.7 million) for the third quarter ended Sept 30, 2012,  up 24.4% from a year ago to.

Revenue for the quarter gained 21.1% to US$38.63 million due to chartering out of an additional unit of the group’s liftboat and service rigs and also higher contribution from the offshore logistic support vessels services with the start of the Queensland Curtis LNG (QCLNG) project.

Earnings per share for the quarter was 1.89 cents, compared to 1.81 cents a year ago.

Meanwhile, in a separate announcement, Ezion said its JV with Kim Seng Holdings has won contracts worth up to US$298 million to provide 2 service rigs over a seven-year period to support the oil & gas activities of a national oil major in Central America.

The Service Rigs which will be deployed in the Bay of Campeche are expected to be working in the Q1 of 2013.

icy97

Ezion raises $12.6m from placement of 10 million new shares
http://www.theedgesingapore.com/the-daily-edge/business/41010-ezion-raises-126m-from-placement-of-10-million-new-shares.html

Tue, 6 Nov 18:59  
Ezion Holdings said it had placed out 10 million new shares to Tan Boy Tee for the cash consideration of $12.635 million.

Tan is an existing shareholder of the company and was formerly the founder and chairman of Labroy Marine.

Ezion says it intends to engage Tan as a strategic partner and ad hoc adviser in respect of its service rig and marine related projects going forward.

Tan also plans to provide funding for future projects of the company.

icy97

Ezion jumps after brokers raise target prices
http://www.theedgesingapore.com/the-daily-edge/business/41019-ezion-jumps-after-brokers-raise-target-prices.html

Wed, 7 Nov 13:13
Shares of Ezion Holdings jumped as much as 5.2% to a two-week high after several brokerages raised their target prices for the offshore services firm, following new contract wins secured by its joint venture.

By 9:27 a.m., Ezion shares were up 3.8% at $1.385, and have more than doubled since the start of the year.

OCBC Investment Research raised its target price for Ezion to $1.70 from $1.53 and kept its ’buy’ rating, after increasing its 2013 and 2014 earnings estimates by 13.4% and 9.8% respectively to account for contract wins.

Ezion’s joint venture with Kim Seng Holdings secured contracts worth up to $298 million to provide two service rigs over seven years.

“The constant flow of contracts illustrates the demand for Ezion’s expertise and assets, which we find very encouraging,” said OCBC in a report.

CIMB Research also raised its target price for Ezion to $1.68 from S$1.64 and kept its ’outperform’ rating. Both brokerages said Ezion’s third-quarter earnings were within expectations.

Ezion’s net profit in July-September rose 24.4% to US$16.1 million ($19.7 million) from a year earlier, helped by higher revenue from its chartering and logistic support vessels businesses.

icy97

Ezion +2.7%; EDB becomes strategic investor
http://www.theedgesingapore.com/the-daily-edge/business/42024-ezion-27-edb-becomes-strategic-investor.html

Tue, 18 Dec 16:20
Ezion (5ME.SG) is up 2.7% at $1.55 after EDB Investments, the investment arm of Singapore’s Economic Development Board, became a strategic investor. The company placed 14.3 million new shares with EDB at $1.3315/share, raising $19 million, with the funds earmarked for acquiring O&M assets and general working capital.

“In the bigger scheme of things, in terms of the amount of money they raised, it’s relatively insignificant. The key takeaway from this exercise is you’re bringing in the Singapore government. Essentially, it’s a very strong endorsement for the company,” says Jeremy Thia, an analyst at DBS Vickers. “The kind of tangible benefits (EDB) can bring to the table are not very visible, but where they can help is that EDB has a certain traction. It can help open doors.”

He won’t be revising his forecasts, noting the dilution is less than 2% and won’t significantly impact current shareholders. Orderbook quotes suggest the stock may struggle to top its $1.565 intraday high.

Ezion plan may signal more jobs ahead: Maybank-Kim Eng
http://www.theedgesingapore.com/the-daily-edge/business/42025-ezion-plan-may-signal-more-jobs-ahead-maybank-kim-eng.html

Tue, 18 Dec 16:23  
Ezion’s (5ME.SG) share subscription plan with EDB Investments, raising net proceeds of around $18.9 million, could imply more contracts in the pipeline, says Maybank-Kim Eng. It notes Ezion would normally secure any required financing prior to the announcement of new contract wins and the subscription announcement said 70%-90% of proceeds would be used to acquire an offshore and marine asset.

The amount raised isn’t significant and would probably be sufficient for one unit of a typical US$80 million-US$90 million ($98 million-$110 million) refurbish service-rig contract, it notes. These contracts’ costs would be about US$60 million, with Ezion needing to put in about 25%-30% equity, with the rest coming from project financing.

It adds, “the deal is also a symbolic demonstration of EDB’s confidence in Ezion’s business and prospect.” It keeps a Buy call, but puts its S$1.85 target under review. The stock is up 2.7% at $1.55.

icy97

毅之安全面献购YHM集团
http://www.sharesinv.com/zh/articles/36378/

2012年12月21日
毅之安(Ezion Hldgs)以每股0.0018元全面献购YHM集团(YHM Group)。在这之前，毅之安完成认购YHM的32亿股股票及39亿6,000万张期权。每张期权让持有者以每股0.0018元认购1股新股。毅之安继而持有YHM的44.1%股权，并因而提出有条件强制性现金收购YHM。与此同时，毅之安表示目前没有计划对YHM的业务作出重大改变，并拟让YHM保持上市地位。

启示：自毅之安于10月25日提出收购YHM后，公司的股价飙升了约2倍至0.03元以上，这意味着毅之安计划把YHM用来辅助其离岸油气业务。但YHM的表现能否与毅之安看齐还言之过早。

Fong325

一个星期前收到了毅之安的股权认购书，就是以0.0018的价钱购买YHM的股票。。请问这里有人又收到吗？？？但是我不知道如何交到哪里去。。。交给Ezion还是YHM。。。如果邮寄的话汇票上要写谁的名字？？？有谁可以帮帮我吗~~
@blue_angel_007
@zhixuen
@jackphang
@神隐

神隐

Fong325 发表于 17-1-2013 02:02 PM
一个星期前收到了毅之安的股权认购书，就是以0.0018的价钱购买YHM的股票。。请问这里有人又收到吗？？？但是 ...

不好意思 很久沒上來。遲了。。

我不知道耶。你可以試下問問你的broker?

icy97

毅之安赢得价值7,990万美元合约
http://www.sharesinv.com/zh/articles/37295/

2013年02月18日
拥有最大型和最先进多用途自航升降式平台之一的毅之安(Ezion Hldgs)宣布，它赢得了总值约7,990万美元的包租租约，为一来自南亚的国油公司提供一台升降式平台。合约为期3年，并附带延长2年的选择权。该平台将部署在阿拉伯海，并料将在其翻新和提升工程完成后，于2013年第四季度投入服务。相关翻新和提升工程将由内部资源和银行贷款提供资金。公司的股价今年一直走高，本年迄今已升了10.7%。公司今天以1.90元开盘。

启示：虽然不预期上述租约会对公司在2013年的财务表现带来任何实际影响，但公司到目前为止合约陆续有来，因而提高其长期盈利能见度。

icy97

Ezion wins LOI worth $56mil to provide liftboat
http://www.theedgesingapore.com/the-daily-edge/business/42947-ezion-wins-loi-worth-56mil-to-provide-liftboat.html

Thu, 28 Feb 20:06
Ezion Holdings received a letter of intent with a contract value of up to US$45.3 million ($56 million) over a two-year period to provide a liftboat to a Southeast Asian-based national oil company. The liftboat is expected to be deployed in Southeast Asian waters by 3QFY13 after its final commissioning and completion.