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Deleum's Petronas Carigali Contract Wins Boost Its Growth Trajectory

Deleum's Petronas Carigali Contract Wins Boost Its Growth Trajectory

迪魯姆的國油卡里亞利合同贏得將提升其增長軌跡
Business Today ·  11/01 10:54

MIDF Amanah Investment Bank Bhd (MIDF Research) has maintained its BUY rating on Deleum Bhd with a target price of RM1.64 after its 86.7%-owned subsidiary, Deleum Technology Solutions Sdn Bhd (DTS), secured two new contracts from Petronas Carigali Sdn Bhd.

MIDF Amanah投資銀行有限公司(MIDF研究)維持對Deleum有限公司的買入評級,目標價爲RM1.64,此前其持有86.7%股權的子公司Deleum Technology解決方案私人有限公司(DTS)從Petronas Carigali私人有限公司獲得了兩份新合同後。

The two contracts, for the offshore maintenance, construction, and modification (MCM) as well as hook-up and commissioning (HUC) services, are set to span five years, with extension options for an additional three-year term and subsequently a two-year term.

這兩份合同分別是關於近海維護、施工和改造(MCM)以及聯結與調試(HUC)服務,將爲期五年,並可選擇延長三年,並隨後再延長兩年。

These new agreements, which cover MCM services for Peninsular Malaysia's offshore assets and HUC services for assets in Sarawak, further strengthen Deleum's position within the energy infrastructure and offshore service sector.

這些新協議涵蓋了馬來西亞半島近海資產的MCM服務以及砂拉越資產的HUC服務,進一步鞏固了Deleum在能源基礎設施和近海服務板塊中的地位。

This development also signals robust demand within Malaysia's oil and gas (O&G) services sector, a favourable environment that positions Deleum to benefit from steady revenue growth and strengthen its market presence. The sustained need for MCM services in particular demonstrates the critical role of ongoing maintenance in prolonging offshore equipment life and supporting production stability.

這一進展也表明了馬來西亞油氣(O&G)服務領域需求強勁,這種有利環境使Deleum能夠受益於穩定的營業收入增長,並加強其市場地位。特別是MCM服務持續需求的存在顯示了持續維護在延長近海裝備壽命和支持生產穩定性方面的關鍵作用。

The contracts further bolster Deleum's growth trajectory, following an RM105 million MCM service contract from Petronas Carigali awarded to DTS in June 2024. This steady flow of awards underlines Deleum's resilience in Malaysia's upstream O&G sector, with continued demand for its offerings in offshore engineering and maintenance.

這些合同進一步增強了Deleum的增長軌跡,此前由Petronas Carigali授予DTS的10500萬零吉的MCM服務合同。這一持續獎勵的流入凸顯了Deleum在馬來西亞上游O&G行業的韌性,持續需求其近海工程和維護方面的服務。

However, these contracts come with inherent risks, including those related to occupational safety, execution, manpower availability, material costs and broader geopolitical and economic conditions. Nevertheless, DTS's established expertise in managing complex offshore projects — including blasting, painting and piping fabrication — positions it well to address these challenges effectively.

然而,這些合同帶有固有風險,包括與職業安全、執行、人力資源可用性、材料成本以及更廣泛的地緣政治和經濟條件相關的風險。然而,DTS在管理複雜近海項目方面的成熟專業技術,包括噴砂、塗漆和管道製造,使其能夠有效地應對這些挑戰。

譯文內容由第三人軟體翻譯。


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