国民投资机构(PNB)还会注资救沙布拉能源(SAPNRG 5218)吗?
沙布拉能源(SAPNRG 5218)最近坦承面对现金流严缺问题,持有40%股权的"富爸爸"─国民投资机构(PNB)会不会再从钱柜里掏钱,投进这家营运不良的油气公司呢?
国民投资机构管理总值3370亿令吉资产,肯定是"富爸爸",它在2018年通过认购沙布拉能源附加股和可转换债券,总共掏出30亿令吉。至今30亿令吉换回来的股票和债券,价值蒸发超过90%。
沙布拉能源最新股价是5仙,它在全球都有工程合约,但是现金短缺,超过100亿令吉债务压力之下,若没有新资金注入,能捱多久,是一个未知数。
那国民投资机构还会再对该公司注入资金吗?这个问题成为市场新焦点。
沙布拉能源面对的问题很大,它在十二月初丧失竞标国家石油公司2项工程合约的竞标资格,原因就是它面对财务资格。
沙布拉能源唯一能寄望的就是最大股东国民投资机构再伸出援手,国民投资机构CEO阿末祖卡南因最近接受THE EDGE专访时,在问答这道问题时,给了不确定答案;他说:「PNB会依个案研究,沙布拉能源的管理层提出各种解决方案,包括脱售资产筹资,PNB是支持管理层,他们会提出各种有效方案。」
回顾一下,国民投资机构是在2019年9月时,"吃下"沙布拉能源所有未获认购附加股和可转换回教债券,最终持有沙布拉能源40%股权,以及12.6%可转换回教债券(RCPS i)。
当时附加股每股定价30仙,RCPS i每张41仙,沙布拉能源成功筹集40亿令吉资金,三年过去了,40亿令吉资金耗尽,沙布拉能源仍然无法走出亏损惨况。
今年初涉及为沙布拉能源103亿令吉债务重组的银行财团,包括马来亚银行,联昌国际,大马银行,兴业银行,大华银行,进出口银行(EXIM),ING银行,标准渣打银行及阿布达比第一银行。
主导的马来亚银行最大股东是国民投资机构,持有马银行49%股权。
为什麽国民投资机构非得一再援助沙布拉能源?这可能和"土著BUMIPUTRA议程"有关,沙布拉能源共有700个供应商,绝大部份是"土著";沙布拉能源倒下,700家土著供应商将被拖死。
所以,市场人士会说:球在PNB脚下。
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