安哥拉FPSO合约将入袋 云升控股(YINSON,7293,主板能源股)估值可增1令吉
(吉隆坡10日讯)联昌国际投行预测,云升控股(YINSON,7293,主板能源股)即将在今年12月赢获非洲安哥拉岸外的Agogo号浮式储卸生产油船(FPSO)合约,而这可能将该股的价值提高每股1令吉之多。
联昌国际投行分析员指出,意大利油气巨擘Eni公司预料在下个月将Agogo号FPSO合约颁发给云升控股,后者已经被确认为相关油气项目的首选竞标商。
该分析员估计,Agogo号FPSO合约可为云升控股的每股估值提高约1令吉。
“我们根据数项假设而作出上述预测,包括相关FPSO项目的资本开销为13亿美元(约61亿令吉),供应商马上提供的5亿美元(约23.5亿令吉)融资,30%股权脱售予战略伙伴,15+6年的租船期,以及2025年杪交船,并在2026年中期生产第一桶油等。”
分析员同时预测,Agogo号FPSO的内部回酬率(IRR)将是28%左右,远高于巴西国油(Petrobras)此前颁发给云升控股的Anna Nery号和Maria Quiteria号FPSO。
巴西国油2项FPSO合约的内部回酬率约在15%至16%。
此外,分析员指出,Agogo号FPSO的每日租船费估计超过75万美元,在2026年中期开始产油后,将为云升控股带来显著的现金流。
综合而言,联昌国际投行保持云升控股的“买入”评级,当前的目标价从3.20令吉,上修至3.34令吉。
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E5%AE%89%E5%93%A5%E6%8B%89fpso%E5%90%88%E7%BA%A6%E5%B0%86%E5%85%A5%E8%A2%8B-%E4%BA%91%E5%8D%87%E6%8E%A7%E8%82%A1%E4%BC%B0%E5%80%BC%E5%8F%AF%E5%A2%9E1%E4%BB%A4%E5%90%89
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