Latest Forum Topics / Ezra Last:0.011 -- | Post Reply |
Ezra
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ah.wei
Member |
21-Aug-2013 21:19
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http://infopub.sgx.com/Apps?A=COW_CorporateAnnouncement_Content& B=AnnouncementLast3Months& F=899937#.UhS6Rj_cNOw   Is it a good news? coz EOC  completed the sale of 51% equity interest in the entities owning and operating FPSO Perisai Kamelia to Perisai Production Holdings Sdn Bhd |
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Peter_Pan
Supreme |
17-Jul-2013 20:56
Yells: "did you order dunkin' donuts" |
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You see lah!!!! Anyhow scold people!!! Now Jia Lat lah
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Peter_Pan
Supreme |
17-Jul-2013 20:41
Yells: "did you order dunkin' donuts" |
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Realised it's about half the volume traded today. | |||||||||||||||||||||||||||||||||||
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Peter_Pan
Supreme |
17-Jul-2013 19:50
Yells: "did you order dunkin' donuts" |
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Aiyo! Orh bak kak!
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GorgeousOng
Elite |
17-Jul-2013 19:31
Yells: "Hehehaha...enjoy life n live to the fullest..." |
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Short sell 2549 lots | |||||||||||||||||||||||||||||||||||
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Stocky901
Member |
17-Jul-2013 19:21
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Soon will be shorted below 70c. Sortists make money these days. More shortings ahead. Be aware. .
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5spice
Member |
17-Jul-2013 10:19
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whatever bad reports which has come out I feel market already digested 70c ? I can wait .   |
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guoyanyunyan
Elite |
16-Jul-2013 11:51
Yells: "uncertainty always exist" |
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...2-years low is $0.750 (04 Nov 2011)....     ...year low is  $0.885 (16 July 2013, today) ....   ...price down ... vol down.... healthy sign .... now doji ....     ...worth monitoring for some potential buy action ....last done: $0.890... |
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sharez
Member |
16-Jul-2013 11:24
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strange, up from 89 to 103 then back by 2 days only... | |||||||||||||||||||||||||||||||||||
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guoyanyunyan
Elite |
16-Jul-2013 09:07
Yells: "uncertainty always exist" |
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...Last Done: $0.910... 
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Octavia
Elite |
15-Jul-2013 09:36
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After its weak 3QFY13 results, DB noted that if not for a 141% increase in other operating income, the group would have delivered sizeable losses for the quarter. DB believe the execution risks are not over for Ezra and expect a challenging six to nine months ahead. Ezra indicated that the weakness was due to higher-than-expected costs at the project level in 3Q13, due to delays in project execution and the recognition of additional costs that were unexpected for certain projects. The total group order backlog stands at about US$2.5b. While Ezra’s new order intake is healthy, the focus should be on its profit conversion ability and, DB think it may be too early to turn positive at this stage. Broker recommendations: DB cuts earnings by 25-45% (~35% below the street for FY14e), downgrades Ezra to SELL with TP of $0.70 UOB Kay Hian also downgrades to HOLD rating with TP of $1.07 | |||||||||||||||||||||||||||||||||||
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Peter_Pan
Supreme |
13-Jul-2013 13:08
Yells: "did you order dunkin' donuts" |
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Ezra: CIMB has an "UNDERPERFORM" call with a Target Price of $0.70 | |||||||||||||||||||||||||||||||||||
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GorgeousOng
Elite |
12-Jul-2013 10:42
Yells: "Hehehaha...enjoy life n live to the fullest..." |
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Not vested. I guess our good friend shorting this counter. Becareful!!! | |||||||||||||||||||||||||||||||||||
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Octavia
Elite |
12-Jul-2013 10:34
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Ezra: announced that its Subsea Services (EMAS AMC) and Offshore Support Services (EMAS Marine) divisions have been awarded projects worth ~US$505m. These projects will be executed in the North Sea, Africa, the Gulf of Mexio and the Asia Pacific region. Select key orders include: - LOI for a US$120m project offshore West Africa in 2014, utilizing its flagship heavy-lift vessel, the Lewek Constellation together with the Lewek Express. - US$105m contract awarded by an oil major to support a deepwater project in West Africa - Two other contracts located in the Gulf of Mexico with combined value of US$53m - US$126m contract from Statoil for the transport and installation of floating storage units (FSUs) for the Heidrun and Mariner projects in the North Sea, with an option for a third FSU installation. - 5 time charter contracts for a PSV and 4 AHTS vessels awarded by oil majors and national and independent oil companies, to be carried out in Asia Pacific worth a total of US$102m (incl options), with avg tenor of 2.2yrs. The projects will commence earliest in 2013 and are scheduled to run through to 2016. The project announcements may help offset concern over the weak 3QFYAug13 results. Revenue at US$317.1m, +19% yoy, largely driven by the increase in revenue from EMAS AMC (subsea services). Higher value projects secured by Triyards (marine services) also drove up revenue as it completed three OSVs and commenced construction of 3 self-elevating units . However, net profit plunged 68% to US$7.2m, due to sharp spike in cost of sales (+42%) leading to a 95% collapse in gross profit to US$2.2m. Operations at EMAS Marine (offshore support) were impacted by vessel offhire during various periods of the quarter, and EMAS AMC experience some delays in project execution due to the rescheduling for delivery of some projects for clients and recognition of additional unexpected costs for certain other projects. Nevertheless mgt assuages that since May ’13, performance of EMAS AMC has strengthened significantly, and most of EMAS Marine’s offhire vessels have been redeployed. Mgt remains optimistic on the long term prospects for the O& G industry and the subsea segment. Sees opportunity given the continued significant amount of SURF work in the North Sea (incl subsea tie-backs and other infield installation work), the increasingly strong signs of resurgence in the Gulf of Mexico, and Msia’s enhanced oil recovery program with large contracts involving field and pipeline refurbishment and upgrades. Expects 4QFY13 to remain on track towards a turnaround and s confident that the legacy issues at EMAS AMC have been left behind. Expects to be profitable in the third yr of its initial 3-yr business growth plan for the subsea division. Orderbook remains strong with a backlog in excess of US$2b of contracts spanning the globe as at 31 May ’13. A large proportion of these contracts were secured by the subsea services divison (US$1b in 9MFY13), EMAS won US$446m in new orders). At yday’s close of $1.015, Ezra trades at 13.6x annualized 9MFY13 P/E, 0.7x P/B. |
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analyst
Member |
12-Jul-2013 09:37
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Common trading strategy for Singapore market. Sold on news to take profits. | |||||||||||||||||||||||||||||||||||
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edwinjup
Master |
12-Jul-2013 07:56
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Work so much but profit keep on drop..maybe they should focus getting more high value profit ....hope profit can impr
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ah.wei
Member |
12-Jul-2013 07:52
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this a another goods new hope it can overcome the result and 1 thing i wan to ask is  does this include in the 3q13 result Additional awards of projects worth approximately US $ 5 0 5 million globally including Lewek Constellation ’s maiden project??
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Peter_Pan
Supreme |
12-Jul-2013 07:28
Yells: "did you order dunkin' donuts" |
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Ezras Subsea Services division awarded US$126 million floater installation contract from Statoil | |||||||||||||||||||||||||||||||||||
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ah.wei
Member |
12-Jul-2013 07:27
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3Q result is out but not that good.. | |||||||||||||||||||||||||||||||||||
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New123
Elite |
11-Jul-2013 22:02
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gap up tmr . ppl may take the risk to pocket some coffee $$.
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