【ARMADA 5210 交流专区】布米亚马大

icy97

第三大股东Ombak Damai 减持布米阿马达至7.15%

财经新闻 财经  2014-09-27 11:34
（吉隆坡26日讯）布米阿马达（ARMADA，5210，主板贸服股）第三大股东Ombak Damai，在公开市场脱售66万4900股，手上股权减至7.15%，或2亿961万股。

文告指，拿督阿莫夫阿德以及拿督阿都法里斯都是Ombak Damai大股东，分别直接持有布米阿马达0.01%和0.004%股权。

上个月，布米阿马达将附加股定价为每股1.35令吉，相比理论除权价格（theoretical ex-rights price）折价32%。

布米阿马达建议以2配1比例，发出14亿8000万股。

此外，该公司同样以2送1进行红股活动，规模为14亿8000万股。【南洋网财经】

Name	Ombak Damai Sdn Bhd ("ODSB")
Address	Level 8, Menara Perak No. 24 Jalan Perak 50450 Kuala Lumpur
NRIC/Passport No/Company No.	718215-T
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	Ordinary shares of RM0.20 each in Bumi Armada Berhad ("BAB Shares")
Name & address of registered holder	CIMSEC Nominees (Tempatan) Sdn Bhd 17th Floor, Menara CIMB Jalan Stesen Sentral 2 Kuala Lumpur Sentral 50470 Kuala Lumpur

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Date of change	No of securities	Price Transacted (RM)
Disposed	19/09/2014	100,000
Disposed	22/09/2014	50,000
Disposed	23/09/2014	205,900
Disposed	24/09/2014	309,000

Circumstances by reason of which change has occurred	Disposal of 664,900 BAB Shares in aggregate via open market.
Nature of interest	Direct interest
Direct (units)	209,612,800
Direct (%)	7.15
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Total no of securities after change	209,612,800
Date of notice	24/09/2014

icy97

布米阿马达 附加股超购逾11倍

财经新闻 财经  2014-10-05 10:55
（吉隆坡4日讯）布米阿马达（ARMADA，5210，主板贸服股）附加股活动，取得11.17%超额认购。

该公司向马交所报备，截至9月30日下午5时，共接获16亿3033万股附加股申请，比原定计划发行的14亿6657万股，超出1亿6376万股，或相当于11.17%。

5月，布米阿马达建议以2配1附加股送1红股比例，各发出14亿7924万股附加股和红股，为浮式生产储油轮（简称FPSO）资本开销、拓展深海业务产能及扩大舰队筹资。【南洋网财经】

Type	Announcement
Subject	NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) COMBINATION OF NEW ISSUE OF SECURITIES
Description	BUMI ARMADA BERHAD (“BUMI ARMADA” OR “COMPANY”) I.        BONUS ISSUE OF UP TO 1,479,238,150 NEW ORDINARY SHARES OF RM0.20 EACH IN BUMI ARMADA (“SHARES”) (“BONUS SHARES”) ON THE BASIS OF ONE (1) BONUS SHARE FOR EVERY TWO (2) EXISTING SHARES HELD BY THE ENTITLED SHAREHOLDERS OF BUMI ARMADA (“ENTITLED SHAREHOLDERS”) AS AT 5.00 P.M. ON 12 SEPTEMBER 2014 (“ENTITLEMENT DATE”) (“BONUS ISSUE”); AND II.        RENOUNCEABLE RIGHTS ISSUE OF UP TO 1,479,238,150 NEW SHARES (“RIGHTS SHARES”) ON THE BASIS OF ONE (1) RIGHTS SHARE FOR EVERY TWO (2) EXISTING SHARES HELD BY THE ENTITLED SHAREHOLDERS ON THE ENTITLEMENT DATE, AT AN ISSUE PRICE OF RM1.35 PER RIGHTS SHARE (“RIGHTS ISSUE”)
We refer to the announcements dated 23 May 2014, 28 May 2014, 2 June 2014, 12 June 2014, 20 June 2014, 8 July 2014, 27 August 2014 and 28 August 2014 in relation to, among others, the Bonus Issue and the Rights Issue. On behalf of Bumi Armada, Maybank Investment Bank Berhad (“Maybank IB”) and CIMB Investment Bank Berhad (“CIMB”) wish to announce that as at the close of acceptance of and payment for the Rights Shares at 5.00 p.m. on 30 September 2014 (“Closing Date”), the Company had received valid acceptances and excess applications for a total of 1,630,329,776 Rights Shares. This represents an over-subscription of 11.17% over the total number of Rights Shares available for subscription under the Rights Issue. Details of valid acceptances and excess applications received as at the Closing Date are as follows: No. of Rights Shares % of total Rights Shares available for subscription Total valid acceptances 1,455,265,591 99.23 Total valid excess applications 175,064,185 11.94 Total valid acceptances and excess applications 1,630,329,776 111.17 Total Rights Shares available for subscription 1,466,567,350 100.00 Over-subscription 163,762,426 11.17 The Rights Shares which are not taken up or cannot be taken up or not validly taken up by the Entitled Shareholders and/or their renouncees (if applicable) by the Closing Date, including any fractional entitlements thereof (“Excess Rights Shares”), will be allotted to the Entitled Shareholders and/or their renouncees (if applicable) in the following order of priority as set out in the abridged prospectus dated 12 September 2014 issued by Bumi Armada in relation to the Rights Issue (“Abridged Prospectus”): (i) firstly, to minimise the incidence of odd lots; and (ii) thereafter, on a pro-rata basis to the Entitled Shareholders and/or their renouncees (if applicable) (save for the excluded parties as described in Section 2.3 of the Abridged Prospectus) who have applied for the Excess Rights Shares, based on their entitlements (including those Rights Shares provisionally allotted to the Entitled Shareholders (“Provisional Rights Shares”) purchased by or transferred to the renouncees for the period up to the last date and time for the sale and transfer of the Provisional Rights Shares) on a board lot basis (subject to the number of Excess Rights Shares applied for). The Rights Shares will be listed and quoted on the Main Market of Bursa Malaysia Securities Berhad (“Bursa Securities”) on 13 October 2014. Further to the above, Maybank IB and CIMB wish to announce that as the Bonus Issue is conditional on the Rights Issue, the Bonus Shares will be listed and quoted simultaneously with the Rights Shares, on the Main Market of Bursa Securities, on 13 October 2014. This Announcement is dated 3 October 2014.

icy97

Whether the corporate proposal involves the issuance of new type and new class of securities?	No
Types of corporate proposal	Rights Issue
Details of corporate proposal	Renounceable rights issue of up to 1,479,238,150 new ordinary shares of RM0.20 each in Bumi Armada Berhad (“Rights Shares”), on the basis of one (1) Rights Share for every two (2) existing ordinary shares of RM0.20 each in Bumi Armada Berhad (“Shares”) held by the entitled shareholders of Bumi Armada Berhad (“Entitled Shareholders”) as at 5.00 p.m. on 12 September 2014 (“Entitlement Date”), at an issue price of RM1.35 per Rights Share (“Rights Issue”)
No. of shares issued under this corporate proposal	1,466,567,350
Issue price per share ($$)	MYR 1.350
Par Value ($$)	MYR 0.200
Latest issued and paid up share capital after the above corporate proposal in the following
Units	4,399,702,050
Currency	MYR 879,940,410.000
Listing Date	13/10/2014

2. Details of Corporate Proposal
Whether the corporate proposal involves the issuance of new type and new class of securities?	No
Types of corporate proposal	Bonus Issue
Details of corporate proposal	Bonus issue of up to 1,479,238,150 new Shares (“Bonus Shares”) to be credited as fully paid-up, on the basis of one (1) Bonus Share for every two (2) existing Shares held by the Entitled Shareholders on the Entitlement Date (“Bonus Issue”)
No. of shares issued under this corporate proposal	1,466,567,294
Issue price per share ($$)	MYR 0.000
Par Value ($$)	MYR 0.200
Latest issued and paid up share capital after the above corporate proposal in the following
Units	5,866,269,344
Currency	MYR 1,173,253,868.800
Listing Date	13/10/2014

sp13501

icy97 发表于 4-10-2014 04:12 AM
布米阿马达 附加股超购逾11倍

财经新闻 财经  2014-10-05 10:55

11% 不是 11倍啊！  11倍是 1100%啊！ 讲到好像很多人争着买的样子，现在拿了钱，股价果然钟下来了！  都不知道是 4年，还是 5年新低 。。。

APULA

股海探温：布米阿马达业绩改善
财经周刊 投资观点 股海探温  2014-10-13 12:39
http://www.nanyang.com/node/655498?tid=884

你好，我蔡碧姖，想请问你关于这股的问题，希望你能帮到我解答。
1.布米阿马达（ARMADA，5210，主板贸服股）的业务发展与前景如何？
2.目前可以买进这股吗？股价还有上涨空间吗？
3.股息展望如何？

谢谢！

答：
布米阿马达（ARMADA，5210，主板贸服股）刚刚进行2配1附加股（每股售1.35令吉）及2送1红股活动，因此，股价顺应调整。

如果以除权前约3令吉计算，除权后理论上股价是1.84令吉，和目前市场不相上下。

但是，从今年初约4令吉股价，布米阿马达可说是节节败退；直到3令吉，也就是和2011年7月新上市时的发售价3.15令吉差不多时，才喘定下来。
投资者减持

公司三年来皆有派息，不过只介于2.5仙和3.25仙之间，周息率非常低，少过1%。

不过，由于它是本地富商阿南达的属下公司之一，市值超过100亿令吉，所以，许多分析员必须跟踪它，而且也是机构投资者所爱。

公司过去三年净利在3.6亿至4.3亿令吉，或每股14仙左右，由于分析员预测公司会在油气领域大有作为，因此，给予约30倍的偏高本益比。

但是，公司在2014上半年虽然保持约10亿令吉的营业额，净利明显逊退，只取得1.6亿令吉或每股5.6仙，因此投资者纷纷减持，导致股价败退。
如果以3令吉的股价来评估，每股盈利12仙，本益比仍然高企在25倍。

254亿订单支撑盈利

不过，随着布米阿马达进行附加股，筹得20亿令吉，预料这将对公司未来的业务起了正面的作用。

附加股融资所得，大部分将会投入浮式生产储卸油轮和运输及安装（简称T&I）业务。

在完成企业活动后，负债率将改善至0.22倍，意味在必要时，仍有相当的举债空间。

目前，公司共有总值254亿令吉订单，而可选择延长的合约总值，则达121亿令吉，未来盈收来源不成问题，相信业绩在第3季开始会好转。

如果对此股有兴趣，可密切观察未来两季的财政业绩，谋定而后动。但是，相信公司的派息方针不会改变，投资者只能放眼股价成长，而非等待高股息。

本期驻诊：陈金阙 专业财务规划师

sp13501

忡番薯甘忡 。。不知道要忡到那一层地狱？

rizer

掉了10多巴仙
漏大便一样

sp13501

岸外支援船市場波濤洶湧
2014-10-11 16:02
http://biz.sinchew.com.my/node/103486?tid=6#ixzz3G2Qdf4rM
     
（吉隆坡11日訊）岸外支援船（OSV）行業看來正航向驚濤駭浪，因為新船艦不斷運交。而已從去年高峰回退的租船費，預料面對更大壓力。

對岸外支援船公司如阿瑪達（ARMADA,5210,主板貿服組）、環境海事資源（ALAM,5115,主板貿服組）、柏達納石油（PERDANA,7108,主板貿服組）和標誌岸外（ICON,5255,主板貿服組）而言，這將不會是好消息。

目前岸外支援船每日出租費率估計約2萬3千美元，相比去年為4萬美元（費率不一，依不同船型而定）。

其它設施如鑽油台的租費也告走軟，深海鑽油台租金下跌至介於37萬5千美元至50萬美元之間，相比去年高峰期為為65萬美元，以及自升式鑽台租金從每日平均16萬美元下跌至15萬美元。

由於自2011年起新船訂單升高，以及過去三四年不斷有新競爭者進入市場，岸外支援船公司已轉為看法謹慎。

產能過剩
需求下跌
一家岸外支援船公司的執行員表示，“我們現在看到的是每個人都進入岸外支援船市場，導致產能過剩和需求下跌。”

他指出，“許多公司對其計劃錯誤定價或草率接受計劃。”

由於分析員預料每日租費和使用率，以及國油加速探勘和生產開銷，油氣公司紛紛訂購新岸外支援船。事實上今年和明年就將有7艘新建船隻進入海域。

目前東盟海域共有數百艘岸外支援船在運作。（星洲日報／財經‧報導：The Edge專版）


+国际原油价格不断下跌   

APULA

布米亞馬大 股價續跌陷新低
財經15 Oct 2014 17:32
http://www.chinapress.com.my/node/569473

（吉隆坡15日訊）近來股價持續下跌的布米亞馬大（ARMADA，5210，主要板貿服），昨日雖有延長合約的好消息，但股價仍未獲提振，今日一度挫15仙至1.38令吉，再刷新低紀錄。

布米亞馬大今日股價再度走跌，開盤微揚1仙，以1.54令吉出發，隨后卻轉跌南下，休市時報1.43令吉，跌10仙，半日成交量達872萬7800股。午盤間一度挫15仙至1.38令吉，創下史上新低紀錄。

截至4點30分，該股跌11仙至1.42令吉，成交量錄得1627萬200股。

該公司昨日向馬證交所報備，獨資子公司布米亞馬大岸外控股有限公司，與聯營公司PT Armada Gema Nusantara所組成的財團，與Husky-CNOOC Madura 有限公司延長意向書（LOI），為后者供應浮式生產儲卸油船。

這項意向書期限為10年，總值11億8000萬美元（約37億6000萬令吉），以及有5年的延長合約期限，總值1億4700萬美元（約4億6900萬令吉）。

根據報備文件指出，倘若這項意向書沒有延長，將會在本月底截止。

yffpp

APULA 发表于 15-10-2014 07:52 PM
布米亞馬大 股價續跌陷新低
財經15 Oct 2014 17:32
http://www.chinapress.com.my/node/569473

大大  请问知道发生什么事吗 ？不可能只是 down grade 那么简单吧 ？
股东之一不断的出货 会不会是有内情呢 ？

APULA

yffpp 发表于 15-10-2014 09:44 PM
大大  请问知道发生什么事吗 ？不可能只是 down grade 那么简单吧 ？
股东之一不断的出货 会不会是有内情 ...

哦，因为之前的红股和付加股后。。。。调整才会这样低。

yffpp

APULA 发表于 15-10-2014 09:53 PM
哦，因为之前的红股和付加股后。。。。调整才会这样低。

分出来是 1.85+- 吧 ！
只是觉得最近跌了很多下  就不知道公司有没有出现什么问题 ？

APULA

yffpp 发表于 15-10-2014 10:05 PM
分出来是 1.85+- 吧 ！
只是觉得最近跌了很多下  就不知道公司有没有出现什么问题 ？

在除牌后又从新上市就已经高了几十倍呵。。。。

yffpp

APULA 发表于 15-10-2014 10:17 PM
在除牌后又从新上市就已经高了几十倍呵。。。。

哦 。。是哦 ！ 我还真的不知道 。。。谢谢  还以为大减价
O & G sector 好像很惨

谢谢分享

icy97

38億租約延遲執行‧阿瑪達應付有餘

2014-10-15 17:28      
（吉隆坡15日訊）阿瑪達（ARMADA,5210,主板貿服組）總值12億美元（約38億令吉）的Madura浮式生產儲油船艦（FPSO）租約延後兩週執行，期限從10月9日推至10月31日。

分析
安聯星展研究指出，萬一上述合約最後告吹，阿瑪達目標價將降低11仙左右。

然而，該行也認為，阿瑪達剛剛宣佈Kraken和15/06安哥拉項目續約的消息，即使Madura合約取消，阿瑪達在股價近期下跌後，仍有明顯的上升空間，維持“買進”評級。

該行給予阿瑪達的目標價為2令吉55仙。阿瑪達週三下跌12仙收1令吉41仙。

阿瑪達8月接獲Husky-Cnooc Madura公司的意向書，有意簽下“10+5”租船合約，10年租費為12億美元，續約5年費用則是每年1億4千700萬美元（約4億7千萬令吉）。

安聯星展表示，雖然油價回落，但仍看好訂單龐大的阿瑪達。扣除Madura合約，該公司目前掌握220億令吉訂單，若包括續約部份則增至320億令吉，至少未來5年盈利無虞。

該行補充，該公司唯一軟肋是岸外支援船業務，這項業務容易受到油價波動的影響。

“如果油價走低，岸外支援船費將跟著下滑，甚至可能出現閒置船艦增加的現象。”（星洲日報／財經）


FPSO合约面临取消风险　阿玛达前景无损
财经 2014年10月15日
http://www.orientaldaily.com.my/index.php?option=com_k2&view=item&id=143121:fpso&Itemid=198


FPSO供应合约延后执行 布米阿马达跌8%
财经新闻 财经  2014-10-16 08:23
http://www.nanyang.com/node/655996?tid=462

sp13501

該行給予阿瑪達的目標價為2令吉55仙。阿瑪達週三下跌12仙收1令吉41仙。。。

----〉现在买有 80%+ 上升空间  

icy97

印度建築大亨長子 出任布米亞馬大董事

財經28 Oct 2014 22:00
（吉隆坡28日訊）布米亞馬大（ARMADA，5210，主要板貿服）委任印度億萬富豪建築大亨帕朗吉密斯特里長子夏普爾，為非獨立非執行董事。

布米亞馬大今日向馬交所報備這項董事局易動，夏普爾現年50歲，擁有倫敦里士滿學院（Richmond College）商業管理與經濟學士學位，並擁有20年跨行業的經驗，包括建築、船舶、銀行、製造、物流和岸外油氣。

報備文件指出，夏普爾為Forbes & Co公司的主席，該公司在孟買股票交易所上市，主要從事工程、船舶、物流、倉庫和多元形式運輸。另外，夏普爾也是Shapoorji Pallonji集團旗下的Eureka Forbes公司的主席。

該公司同時宣佈拉威為夏普爾的替代董事，現年60歲的拉威則是Forbes & Co 公司的區域董事，也是Shapoorji Pallonji集團的油氣領域業務計劃主管。

根據福布斯調查顯示，帕朗吉密斯特里以128億美元（約419億令吉）淨資產排在2014年福布斯億萬富豪排行榜第82位，也是印度十大富豪之一。Shapoorji Pallonji集團為印度建築業巨頭，是一家擁有逾150年歷史的家族企業。【中国报财经】

Date of change	27/10/2014
Name	Shapoorji Pallonji Mistry ("Mr. Shapoor Mistry")
Age	50
Nationality	Irish
Type of change	Appointment
Designation	Non-Executive Director
Directorate	Non Independent & Non Executive
Qualifications	He holds a Bachelor of Arts - Business Administration and Economics, Richmond College, London
Working experience and occupation	Mr. Shapoor Mistry is the non-executive chairman of Shapoorji Pallonji group and also the chairman of Forbes and Company Ltd. ("FCL") listed on the Bombay Stock Exchange. FCL is involved in engineering, shipping, logistics, warehousing and multi modal transportation among others. He is also a chairman in Eureka Forbes Ltd, India, a public company within the Shapoorji Pallonji group. Mr. Shapoor Mistry brings with him more than 30 years of corporate experience spanning several continents and diverse industries including real estate, construction, shipping, banking, manufacturing, logistics and offshore oil and gas.
Directorship of public companies (if any)	None
Family relationship with any director and/or major shareholder of the listed issuer	None
Any conflict of interests that he/she has with the listed issuer	He is a director and shareholder of Shapoorji Pallonji and Company Private Limited which is the partner with Bumi Armada Berhad in three joint venture entities incorporated in India, which own and operate certain floating production, storage and offloading vessels and offshore support vessels, offshore India.

Date of change	27/10/2014
Name	Ravi Shankar Srinivasan
Age	60
Nationality	India
Type of change	Appointment
Designation	Alternate Director
Directorate	Non Independent & Non Executive
Qualifications	He holds a Masters Degree in Commerce from the University of Madras, India and is a Fellow of The Institute of Chartered Accountants (FCA), UK and is also a Fellow of The Insurance Institute, London (FII).
Working experience and occupation	Mr. Ravi Shankar Srinivasan is the Regional Director of Forbes & Company Ltd. He is also the Head of Business Initiatives for Shapoorji Pallonji & Company Private Limited primarily in the Oil & Gas sector. He had previously worked in Malaysia as a Regional Director for Finance and Business Development for the Norwegian shipping giant, Wilh Wilhelmsen ASA (1995-2004).
Directorship of public companies (if any)	None
Family relationship with any director and/or major shareholder of the listed issuer	None
Any conflict of interests that he/she has with the listed issuer	He holds directorships in four joint venture entities in which the Shapoorji Pallonji group and Bumi Armada Berhad Group are joint venture partners.
Details of any interest in the securities of the listed issuer or its subsidiaries	Direct holder of 432,000 Shares in Bumi Armada Berhad

icy97

Type	Announcement
Subject	OTHERS
Description	Press Release titled "BUMI ARMADA ANNOUNCES APPOINTMENTS TO THE BOARD" is attached hereto.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1777637

Attachments Press Release - Appointment of new Directors Final 271014.pdf

Sanguo

请问有谁拿到right issue 的refund 了吗？那个form 写15 天之后如果没有成功会refund, 现在已经差不多一个月了.

icy97

阿玛达与Madura展延签约

财经 2014年10月31日
（吉隆坡31日讯）布米阿玛达（ARMADA，5210，主板贸服股）发文告指出，该公司为Madura BD油田供应浮动式生產、储存及装卸船（FPSO）合约，获得Husky-CNOOCMadura有限公司同意，將展延至11月6日才签署正式的合约。

回顾8月19日，布米阿玛达宣布，由子公司布米阿玛达岸外控股有限公司，及联营公司PT Armada Gema Nusantara组成的財团，获得Husky-CNOOC Madura有限公司颁发11亿8000万美元（约37亿6000万令吉）的合约颁发意愿书，为Madura BD油田供应浮动式生產、储存及装卸船。

此外，在该项合约下，该財团將供应FPSO予Husky-CNOOC Madura有限公司为期10年，另外，还可以选择性延长期限5年，这额外5年合约的价值则是1亿4700万美元（或大约4亿6900万令吉）。【东方网财经】

Type	Announcement
Subject	OTHERS
Description	LETTER OF INTENT FOR THE SUPPLY OF ONE (1) FLOATING PRODUCTION, STORAGE AND OFFLOADING VESSEL
We refer to the announcements made by Bumi Armada Berhad (“Bumi Armada” or the “Company”) on 19 August 2014 and 14 October 2014 in respect of the Letter of Intent (“LOI”) issued by Husky-CNOOC Madura Limited (“HCML”) for the award of a contract to supply one floating, production, storage and offloading vessel (“FPSO”) at a contract value of USD1.18 billion (equivalent to approximately RM3.76 billion) for a fixed period of ten (10) years with options of five (5) annual extensions worth an aggregate value of USD147 million (equivalent to approximately RM469 million), if the options are fully exercised by HCML, subject to finalisation of the terms and conditions and signing of the FPSO Lease Contract (the “Contract”), to a consortium comprising of the Company’s wholly-owned subsidiary, Bumi Armada Offshore Holdings Limited (“BAOHL”) and its joint venture company, PT Armada Gema Nusantara (“PT AGN”) (collectively referred to as the “Consortium”). Bumi Armada wishes to announce that HCML has via a letter dated 31 October 2014 agreed to extend the period for the signing of the Contract until 6 November 2014. The extension is to enable parties to finalize the required clarifications. This announcement is dated 31 October 2014.