[SAPURA ENERGY BHD：该集团的订单额为151亿令吉，截至2020财年迄今累计赢得新合同37亿令吉]
3Q20 vs 3Q19:
工程与建设：
该部门录得15.922亿令吉的收入，比2019财年第3季度的9亿5980万令吉的收入高65.9％，这与本季度的较高活动相符。该部门在本季度的税前利润为1,610万令吉，较2019财年第三季度的3,960万令吉减少了2,350万令吉，这是由于项目利润率降低以及来自联营公司和合资企业的利润份额下降。
钻井：
该部门录得4,820万令吉的税前亏损，较2019财年第三季的1,170万令吉的税前亏损增加3,650万令吉，与收入减少一致。
勘探与生产：
该部门的除税前盈利为1,430万令吉，较2019财年第三季的税前亏损100万令吉高出1,530万令吉，这是由于一次性调整涉及了与OMV AG的战略合作伙伴关系的消耗，折旧和摊销金额。
YTD20 vs YTD19：
工程与建设：
本期间的部门收入为46.515亿令吉，较去年同期增加93.4％，与本期间的活动增加相符。该部门报告本期间的税前利润为9,130万令吉，较去年同期的5,550万令吉增长64.4％，与收入增加相符。
钻井：
本期间的部门收入为6.882亿令吉，较去年同期微升0.7％。该部门在本期间录得除税前亏损1.348亿令吉，较去年同期的1.386亿令吉减少390万令吉，以配合收入增加。
勘探与生产：
该部门录得除税前溢利100万令吉，比同期的除税前亏损400万令吉高500万令吉。
前景：
沙布拉能源将利用自身能力，业绩记录和强大的资产基础，继续寻求全球机遇，作为其市场拓展战略的一部分。该集团的订单额为151亿令吉，截至2020财年迄今累计赢得新合同37亿令吉。最近拿到的著名项目包括为Hess Exploration and Production Malaysia的北马来盆地三期设施提供EPCC + I，为马来西亚的Shell扩大了semi tender-assist钻井平台Sapura Esperanza，扩大了Sapura Topazio以及为巴西国家石油公司在巴西近海的建设。
该集团的投标仍然强劲，在中，短期内在中东，非洲和美洲都有巨大的增长机会。沙布拉能源对保持竞争力以在现有及新市场进一步发展其订单的能力感到乐观。沙布拉能源正在加强其资源能力，以应对更大的数量，并在新市场以及新客户中开展业务。董事会相信沙布拉能源已采取必要措施以提升营运表现。
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James Ng Stock Pick Performance:
Since Recommended Return:
a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM2.13 (dividend RM0.025) in 1 year 3 months 23 days, total return is 201.4%
b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.02 in 3 months 10 days, total return is 124.2%
c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.22 in 10 months 15 days, total return is 112.2%
d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.45 (dividend RM0.04) in 1 year 5 months 4 days, total return is 87.4%
e) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.63 (adjusted)(dividend RM0.01) in 6 months 3 days, total return is 58.1%
f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.40 (dividends RM0.083) in 1 Year 1 month 28 days, total return is 56.2%
g) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.14 in 11 months 19 days, total return is 42.5%
h) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM1.24 in 5 months 5 days, total return is 37.8%
i) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.31 (dividend RM0.018) in 11 months 12 days, total return is 37.6%
j) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.67 (dividend RM0.07) in 1 Year 17 days, total return is 37%
k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.26 in 6 months 3 days, total return is 21.2%
l) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.07 (dividend RM0.22) in 1 Year 1 month 21 days, total return is 21.2%
m) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.75 (dividend RM0.05) in 8 months 11 days, total return is 16.1%
n) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.20 (adjusted)(dividends RM0.111) in 1 Year 4 months 6 days, total return is 8.9%
我希望将我的策略分享给读者，希望他们在阅读后能够表现出色。我正在使用基本面分析（Fundamental Analysis）：
预计公司每年的增长率必须> 14％
我想说服读者学习基本面分析FA以便能从股市赚钱。
我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人，可以通过jamesngshare@gmail.com 或我的FB页面与我联系。
1)【看懂年报和季报】课程:
11a.m. – 7p.m.，免费茶和咖啡
12月22日星期日：AG Hotel Penang, George Town 2份点心
12月29日星期日：Hotel Sri Petaling, KL 3份点心
2020年2月22日星期六：Silka Johor Bahru Hotel, Johor Bahru 7份点心
2)【股票-实际操作班】课程：
10a.m. – 9p.m.，免费午餐和晚餐
12月21日星期六：AG Hotel Penang, George Town
12月28日星期六：Hotel Sri Petaling, KL
2020年2月23日星期日：Silka Johor Bahru Hotel, Johor Bahru
3) 【公司业绩分享会】:
2p.m. – 7p.m.，免费茶和咖啡
12月20日星期五：AG Hotel Penang, George Town 2份点心
12月27日星期五：Hotel Sri Petaling, KL 3份点心
2020年2月21日星期五：Silka Johor Bahru Hotel, Johor Bahru 7份点心
有兴趣的朋友，可以电邮或PM FB page联络我
email：jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043
Facebook Group: https://www.facebook.com/groups/jamesinvesting
这个是我的TELEGRAM Group链接，大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw
请大家来Follow James的Instagram，获取最新的资讯：jamesnginvest
这个分享纯属讨论以及领域的分析，买或卖自负。请Like和Share这个post。最终决定永远是你的，谢谢。
James Ng
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[SAPURA ENERGY BHD: orderbook stood at RM15.1 billion with cumulative new contract wins to-date in FY2020 of RM3.7 billion]
3Q20 vs 3Q19:
Engineering and Construction:
The segment recorded revenue of RM1,592.2 million, which was 65.9% higher than the revenue of RM959.8 million in Q3 FY2019 in line with the higher activities during the current quarter. The segment recorded a profit before taxation for the current quarter of RM16.1 million which was lower by RM23.5 million compared to RM39.6 million in Q3FY2019 due to lower project margins and lower share of profit from associates and joint ventures.
Drilling:
The segment recorded a loss before taxation of RM48.2 million, which was higher by RM36.5 million compared to the loss before taxation of RM11.7 million in Q3 FY2019, in line with lower revenue.
Exploration and Production:
The segment recorded a profit before taxation of RM14.3 million which was RM15.3 million higher compared to loss before taxation of RM1.0 million in Q3FY2019 due to a one-off adjustment relating to the amount for depletion, depreciation and amortisation arising from the strategic partnership with OMV AG.
YTD20 vs YTD19:
Engineering and Construction:
The segment revenue for the current period of RM4,651.5 million was 93.4% higher compared to the corresponding period, in line with higher activities during the current period. The segment reported a profit before taxation for the current period of RM91.3 million which was higher by 64.4% compared to RM55.5 million in the corresponding period, in line with the higher revenue.
Drilling:
The segment revenue for the current period of RM688.2 million was marginally higher by 0.7% compared to the corresponding period. The segment recorded a loss before taxation for the current period of RM134.8 million which was lower by RM3.9 million compared to RM138.6 million in the corresponding period, in line with the higher revenue.
Exploration and Production:
The segment recorded a profit before taxation of RM1.0 million which was RM5.0 million higher compared to the loss before taxation of RM4.0 million in the corresponding period.
Prospects:
The Group continues to pursue global opportunities as part of its market expansion strategy, leveraging on the Group’s capabilities, track record and strong asset base. The Group’s orderbook stood at RM15.1 billion with cumulative new contract wins to-date in FY2020 of RM3.7 billion. Recent notable awards include the EPCC+I for Phase 3 Facilities of North Malay Basin for Hess Exploration and Production Malaysia, the extension of semi tender-assist drilling rig Sapura Esperanza, for Shell in Malaysia and the extension of Sapura Topazio for ultra deepwater pipelay and construction offshore Brazil for Petrobras.
The Group’s bid funnel remains robust with significant growth opportunities in the Middle East, Africa and the Americas in the near to medium term. The Group is optimistic in its ability to remain competitive to further grow its orderbook in existing and new markets. The Group is strengthening its resource capacity to address the higher volume and operating in new markets as well as for new customers. The Board is confident that the Group has put in place the necessary initiatives to enhance operational performance.
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I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:
the forecasted growth of a company must > 14% per year
I wish to convince readers to learn FA in order to make money from stock market.
I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.
This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.
James Ng
