2018年1月19日星期五

达雅集团 DAYA 0091 RM0.095 能投资吗?

--2017年9月公司退出岸外海底业务的决心,并有助改善财务状况。公司今后也可省下每年1900万令吉利息。同时,所有与岸外海底建造船有关的开销也随之消除。退出岸外海底业务可让公司专注在核心业务,而财务也不会再受该些项目亏损的影响。因为转亏为盈指日可待.
根据去年财报,这些开销共计3500万令吉。我们正投入资源在基建业,特别是与铁轨交通相关的项目。我们正在与数个单位进行铁轨工程项目的合约谈判。
--2017年11月达雅集团(DAYA,0091,主板贸服股)与华为科技(马)私人有限公司签署了解备忘录,联手发展有关信息和通信科技(ICT)项目的相关基础设施。
--目前该集团的手握订单达6亿5700万令吉,70%来自技术服务。其他为生产化学品供应与服务合约,
建业,达雅集团正竞标逾20亿令吉合约。
--Daya 0091 RM 0.095 看來可買一点,之前大众投行有介紹,待转亏为盈又有的炒作了。並与中国公司涉上,
将会搭上中资概念股的光茫。
--德意志銀行有6.48%股份为最大股东,以前它炒iris 从10仙到1元,很历害,这次如他要炒,
公司基本面转好了,要炒到20仙是容易的。
--几年前冷眼大師也曾持有过这支股.
只供参考,買卖自负。


Cash:69m
Borrow:2.47亿
订单:6.57亿
--公司获奖如下:








1)OIL&GAS:
--daya 0091:good company
Our O&G Chemicals business is carried out by Daya Secadyme Sdn Bhd ("DSSB"). Licensed by Petronas since the early 1990's, DSSB is involved in the complete logistic, trading and distribution of specialty chemicals and catalysts and provision of technical services to the downstream O&G sector. It holds the ISO9001:2008 certification.
DSSB is a pioneer provider of bulk chemicals in returnable semi-bulk containers in Malaysia. We have over the years invested heavily in tank equipment and logistic facilities in order to provide a total delivery solution for a wide range of chemicals to our extensive downstream clients. With a team of highly-experienced engineers, chemical professionals and logistic specialists, we manage and deploy a sizeable fleet of ISO tanks and semi-bulk containers dedicated to ensuring superior service quality and uncompromised safety to all our customers. We hold a number of important chemical licenses from Petronas, and represent some 25 international principals and over 50 different specialty chemical products, all of which are on exclusive basis.
The products & services covered by our O&G Chemicals division include:
Bulk chemicals (dimethyl disulfide, perchloroethylene, ethyl mecaptan, spotleak, water purification resins, etc)
Catalysts (reforming, syngas, desulfurization, chloride treatment, gas purification, etherification, hydrogenation, estherification, etc)
Additives (pour-point depressants, slip agents, polymerization initiators, etc)
Inert support materials (ceramic balls, alumina, packing materials, etc)
Deodorizing agent & services;
Technical services (engineering, filling/refilling, tank cleaning, manpower, etc)
-- Daya has completed several billion ringgit worth of projects for our multinational clients over the past decade ranging from supply of chemicals, provision of offshore services, engineering works to construction of industrial plants. As of to-date, our order book exceeds RM1.9 billion. Some of the major projects currently undertaken and/or recently completed by our Group include:
Client Period Project
Allseas UK 2013 RM8-12 million subsea installation
Technip Norge AS 2014-2016 RM100-176 million subsea installation
Technip Norge AS 2014-2020 RM250-440 million subsea installation
Boustead 2013-2018 RM198 million marine HVAC
B Braun 2013-2015 RM303 million industrial facility
SapuraKencana 2012-2013 RM186 million submarine cable-laying
Malaysia LNG 2010-2016 RM170 million chemical supply
B Braun 2013-2014 RM108 million industrial facility
C Park 2013-2015 RM120 million commercial complex
B Braun 2012-2013 RM125 million industrial facility
SapuraAcergy 2011-2013 RM15 million offshore welding
Prince Court Medical 2012-2014 RM800k HVAC services
KLCC 2012-2016 RM22-30 million HVAC services
Yuk Tung 2012-2015 RM270 million residential complex
Gemesis 2012-2013 RM29 million industrial facility
Ibiden Electronics 2012 RM13 million facility expansion
Malaysian Auto Lighting 2012-2013 RM63 million industrial facility
SapuraAcergy 2010-2012 RM18 million offshore welding
Petronas Methanol 2011 RM25 million chemical supply
Schlumberger 2011 RM5 million facility expansion
Ethylene Malaysia 2011 RM9 million chemical supply
Petronas Gas 2011 RM6 million chemical supply
Petronas Penapisan 2011 RM7 million crude tank repair
Plexus 2010-2011 RM67 million industrial facility
Vitrox Technologies 2010-2011 RM12 million industrial facility
MTT Learning Academy 2010-2011 RM50 million education center
Renal Laboratories 2010-2011 RM12 million industrial facility
Clarimax Consolidated 2010-2011 RM6 million industrial facility
TL Offshore 2009-2011 RM55 million offshore pipe-laying
Ibiden Electronics 2009-2010 RM179 million industrial facility
Petronas Methanol 2009 RM52 million chemical supply
Optimal Chemicals 2009 RM7 million turnaround/crane services
KLCC 2008-2012 RM21 million HVAC services
SecaDyme 2008-2009 RM6 million industrial facility

2)TECHNICAL SERVICE:
--Daya CMT Sdn Bhd ("DCMT"), our wholly-owned subsidiary, is one of the acknowledged leaders within the engineering and industrial plant construction industry in Northern Malaysia. We are a ISO 9001:2008 certified Class A contractor and has established a superb track record in the industry over the past decade. DCMT offers a wide range of services, including design, engineering, construction, project management and maintenance & management of commercial and industrial buildings and facilities on a single-source platform to a wide range of industrial clients. We also undertake complex industrial and commercial projects on a turnkey and build-own-lease basis. 
Over the past decade, our client base has read like a "who's who" of the corporate circle. Today, DCMT works with many Fortune 500 companies, building facilities for everything from research facilities, parts production plants, clean rooms to the fabrication and assembly of specialized trafficable ceilings, superflat floors and oil & gas tanking facilities. Whether we are working in oil & gas, semiconductor, computer, waferfab, metal, printing, software or general manaufacturing industries, client satisfaction is our top priority.  The list of some of our major clients are shown in "Completed Projects".
DCMT provides a "Total Industrial Solution" to our clients' needs, maximizing our value proposition in all aspects of a project awarded to us. Facilities designed and built by us regularly come onstream faster, at lower costs, and to world-class quality and reliability standards. We are truly the industrial builder of choice.
To cater to our Japanese clients, please go to  DCMT-logo  to find out more about us in Japanese
--Daya Clarimax Sdn Bhd ("DCLX") is principally involved in the business of cleaning & repairs of ISO tanks as well as recycling of waste oil and spent solvent. 
Commercial operation of our tank cleaning & repair business in Port Klang began in April 2010, and we are currently washing approximately 200-300 tanks per month.  At optimal capacity, our facility is designed to wash approximately 500 ISO tanks per month.  We offer a complete range of repair and refurbishment services to our international tank customers, including tank operators, tank leasing and logistic companies.
Commercial operations of our recycling business commenced in October 2012 after we successfully secured the relevant licenses.  Operating within a highly regulated industry involving extensive EIA studies and regular reviews/audits by the Department of Environment, we are one of the very few companies in Malysia with the license to undertake this business.  Our plant is able to process up to 2,000 MT of petroleum wastes and byproducts per month.

3)POLYMERS:
Daya's wholly-owned subsidiary, Daya Polymers Sdn Bhd ("DPSB"), is a recognized leader in specialized polymer compound industry in Malaysia. Since its inception in 1994, DPSB has pioneered the development of these compounds and has developed proprietary technologies and process in this field. We were the first to develop semiconductive and MV-XLPE compounds in this region.





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