【Keppel Corp BN4 交流专区】吉宝企业 KEPPEL CORPORATION LIMITED

fangngoi

LZ..他们的业务这样火红。。。以你的推测。。一年后它会是什么价位？？谢谢

icy97

岸外与海事贡献最大 吉宝首季净利跌5%

财经 天下  2014-04-18 10:27
（新加坡17日讯）吉宝企业（Keppel Corporation）首季净利下跌5%至3亿3900万新元（约8.8亿令吉），营收则上扬8.6%至30亿新元（约77.8亿令吉）。

该集团的每股盈利因而下跌6%至0.187新元（约0.48令吉），每股净有形资产值则增加2.6%至5.46新元（约14.15令吉）。

据《联合早报》报道，吉宝企业总裁卢振华在业绩发布会上说：“集团各个业务在今年首季继续有不错表现，为集团带来3亿3900万新元（约8.8亿令吉）净利。这虽低于去年同季的3亿5700万新元（约9.3亿令吉），营业额表现却有所改善。”

“若不包括去年同季的一次过项目，净利基本上达到去年的水平。”

谈到对吉宝集团净利贡献最大的岸外与海事业务（占集团净利68%），卢振华表示，该公司对这业务的长期基础有信心，而且油价继续持稳于每桶100美元以上，这支持着石油勘探及生产开支。

该业务与首季取得19亿新元（约49.2亿令吉）新订单，这使集团的新订单额达到144亿新元（约373亿令吉）新纪录。

房地产业务（占集团净利18%）方面，卢振华指出，在新加坡市场，总偿债率（TDSR）和对利率上升的担心影响了市场情绪，私人房地产需求和售价预期在2014年将进一步调整。

不过，新加坡经济回弹以及支持人口增长和经济增长的政策，使新单位的长期需求展望依然受看好。【南洋网财经】


Keppel Corp Q1 net profit falls 5% to $339 million
Source: Reuters   |   Publish date: Wed, 16 Apr 18:26
http://www.theedgesingapore.com/the-daily-edge/business/48016-keppel-corp-q1-net-profit-falls-5-to-339-million.html

Keppel Corporation said on Wednesday its net profit in the first quarter dropped 5% on the year to $339 million.

Keppel is the world's top offshore jackup drilling rig producer and has business in property development and infrastructure. The firm booked revenue of nearly $3 billion for the quarter, up 8.6 percent from a year earlier, it said in a statement.

The offshore and marine division secured $1.9 billion worth of new orders in the quarter, pushing the company's net order book to a record high of $14.4 billion.


吉宝企业向中国扩张，备受看涨
Tradeable | 2014年04月17日
文 : 梁兆诚（译：麦美莹）
http://www.sharesinv.com/zh/articles/46233/

1.吉宝企业最近与泰山石化集团达成协议，为后者在中国管理一个船坞，从而打进当地受到适度保护的岸外业。
2.这个策略性举动与吉宝企业向墨西哥及中东市场扩张的情况相似。
3.强劲的订单继续为吉宝企业的预期营业额和盈利带来支持。


*价格调整至2014年4月15日下午5时

吉宝企业(Keppel Corporation)在上周宣布，它与中国的泰山石化集团达成协议，让吉宝的岸外及海事业务可以在中国市场扩张。

在协议下，吉宝企业将会管理泰山石化在中国泉州的船坞，为期30年。这个管理协议的条件是吉宝企业需要协助泰山石化重组债务及协助它在香港交易所恢复交易。

这个船坞将会利用吉宝的专利设计来进行项目，它拥有4个超大型及宽阔的码头，让其可以进行船只维修及改装，以至建造岸外钻油台。在合资下的所有项目将均由吉宝企业监督，后者也会采取措施来保护其设计。

吉宝企业与泰山石化的新伙伴关系让其可以打进中国的岸外市场，后者一直由国营船坞所垄断。

对吉宝来说，这是一个长期策略行动，就像其近年来向墨西哥及中东扩张一样。这项协议预期不会对吉宝目前的财政年度带来任何实质冲击。

从集团的近期表现来看，吉宝的订单十分稳健，盈利清晰度直至2019年。截至2013年12月尾，吉宝的订单达到142亿元，本年迄今所取得的订单大约为15亿美元(我们的估计)。

多家评级机构的分析师均对吉宝企业的短期及长期前景看好，而他们给予吉宝的平均上涨空间为 1.18元。

icy97

投资者角落 | 2014年04月30日
文 : 吴灵安
http://www.sharesinv.com/zh/articles/46534/

吉宝企业(Keppel Corporation)
股价 – $10.63
目标 – $13.20

公司的阿塞拜疆巴库船厂(Baku Shipyard)获BP勘探(Shah Deniz)颁发一份总值3亿7,800万美元的合约，负责设计和建造一艘海底作业船，预计将于2017年4月交船。这是该船厂自2013年9月成立以来取得的首份大型合约。我们认为，公司在阿塞拜疆设立2座船厂使它比竞争者更具优势，较能够赢得里海地区需要当地元素的合约。其他亚洲船厂可能因为少了这些条件而错失一些商机。管理层在1Q14业绩发布会上表示，有许多来自里海市场的客户都向公司询价，公司正在进行洽商以取得更多合约。公司的优点包括采取超前的策略、过往表现优异及毛利率高于同行。公司是我们在大型岸外与海事业者中的首选。给予增持。—联昌国际(4月24日)

icy97

焦点 | 2014年05月09日
http://www.sharesinv.com/zh/articles/46750/

吉宝企业(Keppel Corp)
目标：$13.20

• 公司自2013年9月投资设立阿塞拜疆巴库造船厂(Baku Shipyard)以来，取得BP勘探(BP Exploration)一份合约，价值3亿7,800万美元。由于在阿塞拜疆拥有两座船厂(巴库船厂与里海船厂(Caspian Shipyard Co))，公司比其没在该区域设立业务、可能无法投标项目的竞争者具有优势。
• 公司本年迄今赢得的订单总值19亿元，其订单总额达144亿元。
• 利润率和订单均强劲是推动公司增长的主要因素。
  

- 联昌国际

PaPerSoldier

Keppel to perform the world’s first-of-its-type FLNG vessel conversion for Golar
03-July-2014
http://www.keppelom.com/en/news_item.aspx?sid=2605&aid=4635

Contract worth US$735 million plus options for another two similar units

Following the announcement of 25 June 2014, Keppel Shipyard Ltd (Keppel Shipyard), a wholly-owned subsidiary of Keppel Offshore & Marine Ltd (Keppel O&M), wishes to announce that the contract which it has entered into with Golar Hilli Corporation (Golar), a subsidiary of Golar LNG Ltd, to perform the world's first-of-its-type conversion of an existing Moss LNG carrier, the Hilli, into a Floating Liquefaction Vessel (FLNGV), has become effective. The contract is worth approximately US$735 million.

In carrying out the FLNGV conversion, Keppel Shipyard shall be responsible for the provision of the design, detailed engineering and procurement of the marine systems and all of the conversion-related construction services. Keppel Shipyard's scope also includes engaging Black & Veatch to provide design, procurement and commissioning support services for the topsides and liquefaction process. Black & Veatch's PRICO® technology has been selected for the liquefaction process because of its long-established record in the marketplace.

This contract, which includes options for another two similar units, follows the completion of a year-long Front-End Engineering and Design (FEED) study by Keppel Shipyard and Black & Veatch. The FEED study was conducted as part of the terms of a term sheet agreement with Golar to convert up to three LNG carriers into FLNG vessels.

The conversion has been approved in principle by DNV in accordance with their classification rules and international standards. The FLNGV will take about 31 months to convert and is expected to be completed in the first quarter of 2017.

Mr. Michael Chia, Managing Director (Marine & Technology), Keppel O&M, said, "The FEED study for Golar has come into fruition with the award of the world's first FLNG conversion project to Keppel Shipyard. We are excited to collaborate with trend-setting partners such as Golar and Black & Veatch. Keppel Shipyard had successfully delivered to Golar the world's first Floating Storage and Regasification Unit (FSRU) back in 2008, which was followed by two more similar units.

"It is an honour to be entrusted once again by Golar with this definitive FLNG vessel, which reaffirms Keppel's leadership in complex offshore conversion projects. We see this project as another excellent opportunity to offer innovative solutions to help address the growing midstream needs in bringing small and mid-scale LNG to market to meet the rising global demand for energy. Mid-sized FLNG solutions such as this one offer a faster and more cost effective liquefaction solution."

According to the Douglas-Westwood World FLNG Market Forecast, the global FLNG industry is expected to attract more than US$65 billion of investments through to 2020, driven by rising costs of onshore LNG terminals. Asia-Pacific, in particular, is expected to draw a majority of investments in the FLNG sector with its sizeable line-up of regasification and liquefaction projects.

Detailed design and engineering activities will commence shortly, and the Hilli will be delivered to Keppel Shipyard within 2014 to initiate renewal of key marine systems onboard the vessel while the manufacturing of topsides commences.

The above contract is not expected to have any material impact on the net tangible assets and earnings per share of Keppel Corporation Limited for the current financial year.

icy97

新加坡吉宝 向国油购天然气
财经新闻 财经  2014-11-06 10:40
http://www.nanyang.com/node/660368?tid=462

（吉隆坡5日讯）新加坡吉宝企业（Keppel Corp）旗下吉宝基础设施（Keppel Infrastructure）与国家石油（Petronas）签署一项液化天然气供应协议，每年将向国油购买高达100万吨的液化天然气，为期10年。

吉宝基础设施是通过子公司吉宝燃气（Keppel Gas）签署这项协议。

该协议也有待吉宝燃气获得新加坡能源市场管理局的批准和进口执照。

目前，吉宝燃气与国家石油已有两项输管天然气的合同。

吉宝基础设施在文告中说，这项合同预计不会对吉宝集团本财年的每股盈利和净资产有显著的影响。

ezio

我朋友的agent上星期，一直推荐这股
单星期五就起了0.16
行情看涨

aero73

现在进可能迟了吧。

ezio

aero73 发表于 2-2-2015 09:19 PM
现在进可能迟了吧。

国际油价起,他也起了

ezio

对,有些迟了
己公佈派息了
但也是有得赚

请问股息如何计算？
公佈之前买进就有机会得到股息吗？

ah-cha

有谁打算追高吗，如果没发生什么大事的话，应该会破10哦

yah52

有买未必输，没买肯定不会赢。

ezio

上午涨幅很多
下午就。。。

aero73

yah52 发表于 4-2-2015 11:02 AM
有买未必输，没买肯定不会赢。

我喜欢你这句话。
但我这没多本。买不起它。

黄老爷

aero73 发表于 4-2-2015 09:48 PM
我喜欢你这句话。
但我这没多本。买不起它。

我们看一毛几分的股吧~

aero73

黄老爷 发表于 5-2-2015 02:41 AM
我们看一毛几分的股吧~

哈哈哈
黄老爷，有时后我们也要注意重量级的股。
不过有追高的要小心哦。

ezio

这股起落是否是与国际原油价有连带关系

ezio

Singapore's Keppel Corp Q1 net profit up 6 pct
SINGAPORE, APRIL 16
http://uk.reuters.com/article/2015/04/16/keppel-corp-results-idUKL4N0XD3I420150416

(Reuters) - Keppel Corporation Ltd , a Singaporean conglomerate, said on Thursday its first-quarter net profit rose 6 percent to S$360 million, while pre-tax profit dropped on weak performance across sectors.

Keppel, which has business interest in offshore and marine, property and infrastructure, posted a revenue of S$2.8 billion for the quarter ended March 31, down 6 percent on year, it said in a statement.

Its pre-tax profit was down 8 percent, the company said. (Reporting by Rujun Shen; Editing by Sunil Nair)

ezio

这一两天会涨吧
股息的结算曰到了

aero73

ezio 发表于 20-4-2015 01:08 PM
这一两天会涨吧
股息的结算曰到了

通常股息到了，它会下的。。。。
个人意见。。。