【PCHEM 5183 交流专区】马石油化工

cslim5991

EPF=公积金

yingzhi

真的吗？为什么EPF 买这个 股？

MANDYCHONG910

ANNUAL REPORT几事出？？

bestianhow

回复 158# BubblesBubbles

EPF经常进进出出的。

BubblesBubbles

回复  BubblesBubbles

EPF经常进进出出的。
bestianhow 发表于 16-5-2011 08:54 AM

    唉。。。又跌了。。。

KAbo

Petroliam Nasional Bhd (Petronas)'s US$20 billion (RM60 billion) Refinery and Petrochemical Integrated Development (RAPID) project will surely spur more economic activities. Besides creating job opportunities for the people, the other supporting industries could end up drawing over RM100 billion worth of investment into Pengerang, Johor, said OSK Research. In a Malaysia Equity Investment Research Daily today, it said that upon completion in 2016 the project should put Malaysia at a closer footing compared with Singapore which currently has a refining capacity more than twice as large as Malaysia. It also said that the US$20 billion would likely be borne by Petronas together with its strategic partners who should possess know-how knowledge and able to fund part of the investment. "In our view, we think the main beneficiaries for this Petronas' US$20 billion spending would be engineering, procurement and construction (EPC) contractors, equipment manufacturers and Petronas Chemicals Group Bhd. "But then again, it would not be immediate since Petronas is still doing the feasibility study for the project as well as in the process of searching for strategic partners to share equity interest in the project," it said. Nevertheless, OSK Research said the listed front runners for the EPC works would include Dialog Group Bhd and Kencana Petroleum Bhd. In the later stage of development, process equipment manufacturers such as KNM Group Bhd would also benefit, it added. -- Bernama

earn5217

买股也不是看短期的吧?
它绝对可以是投资组合的TOP PICK之一.
虽然现在起伏不定, 但看股也应该看长期才对啊.

bestianhow

回复 167# earn5217

同意你的说法。等2011年报出炉后，应该会冲上去的。


p/s：买卖自负。

bestianhow

回复 160# jameslimwb_007 公积金局囉。
它会拿公积金会员的钱去投资，赚到了钱才可以派息给我们嘛！
但不是很高，去年才派5.8%

bestianhow

唉。。。又跌了。。。
BubblesBubbles 发表于 16-5-2011 11:05 AM

闭市时没上下。

BubblesBubbles

最近都在7块上下。。。

klsehunter83

请问， 行业讨论里面为何没有马来西亚支柱行业之一的油气业？ 所以这里开一个 希望可以带动大家近来讨论

油价维持中高点不下， 产油国维持输出量 加上核电危机的响应 探油工程一个接一个 每个强国都相继竞争挖掘黑金

Dialog - 自从宣布50亿大工程以后 接下来会不会继续往上？ 还是将要力尽筋疲的调整？
Kencana - 手头工程众多， 表现稳定 ，但是已经长了不少， 价钱是不是已经达到饱和 ？

拖船业者 ALAM ,PETRA 自去年行业转入低潮 费用攀升而蒙受亏损 随着petronas今年大发展加上东南亚油气业翻升而曙光在望？

各位来这里留个脚印 谈谈你们对今年我国油气业公司的看法吧 分享交流

klsehunter83

文章来自 http://klsehunter83.blogspot.com/


PCHEM 值得留意


如果你对pchem 有兴趣的话，

最重要的是马来西亚油气业的信心够不够， 个人看法觉得前景不错 可以长期投资的蓝筹股

国油化学（PChem，5183）昨日突破短期下跌趋线后，看来将重拾涨势。从以上日线图看
来，我们可以清楚看到该股自上市以来便稳健上涨，并形成了一条中期上涨趋线。国油化
学最近的回退仅是自今年初股价强劲上涨以来的价格巩固。此外，有关回退并未跌破中期
上涨趋线。该股更是在昨日突破了短期下跌趋线。投资者可考虑在 7.00 令吉以上累积该
股，并等待中期上涨趋线延续。我们放眼 7.61 令吉为上涨目标，因为我们预料该股最终将
重新上探此水平。我们的止蚀点为即时关键支撑或 6.83 令吉以下。上涨阻力方面，放眼
7.41 令吉为即时阻力，接下来是 7.61 令吉。(OSK188)


PETALING JAYA: Petronas Chemicals Group Bhd will undoubtedly benefit from parent company Petroliam Nasional Bhd's (Petronas) plan to build a US$20bil integrated downstream oil and gas complex in Pengerang, Johor.

Analysts expect the company to be a key beneficiary, although it has yet to confirm its participation in the project.

CIMB Research said in a report yesterday that the plan would provide great growth potential for Petronas Chemicals, similar to what the latter had achieved at its largest facility at Kertih.

“Although the management has not clearly stated whether it is expanding in Johor, this plan is likely to be an expansion of the new naphtha-based petrochemical complex that the company talked about previously,” CIMB Research said, adding that Petronas Chemicals could invest US$1.5bil to US$2bil in the project.

JP Morgan said in a report this month that the development was positive for Petronas Chemicals as it would provide feedstock for the company to expand its Malaysian capacity further.

“We think this is important because for most Asian petrochemical producers, feedstock availability is the main bottleneck to expanding capacity significantly over the next three to five years.


Petronas twin towers is seen behind the company’s logo in Kuala Lumpur. — AFP
“The new ethylene capacity would be three times Petronas Chemicals' existing capacity and because it is based on naphtha, it will have the capability to produce profitable products like butadiene as well,” it said.

Petronas Chemicals has previously announced a three-year expansion plan that can add 30% capacity by 2015. The plan includes a downstream expansion to enhance margins, urea and ammonia plants with one million tonnes per annum capacity, and a new naphtha-based petrochemical complex.

The plans were likely to be finalised by next year and should be adequately funded with the company's net cash which stood at RM5bil now, said CIMB Research.

The research house said Petronas Chemicals would report strong fourth-quarter earnings for the financial year ended March 31 (due to be out tomorrow), with a growth of 36% quarter-on-quarter and 34% year-on-year.

The better earnings will be driven by higher margins on all of its products, improved petrochemical product prices (owing to higher oil prices) and a smaller increase in costs, especially ethane cost which is relatively fixed due to contracts.

It maintains an “outperform” call on the stock and said the share price was likely to be re-rated for its strong earnings in the fourth quarter and improved fundamentals, both short term (due to higher oil price and rising volume) and long term (its expansion plans and industry margin improvement post-2011 due to the industry upcycle).

“The stock remains attractive, given its superior growth profile and profitability. We continue to apply a calendar year 2012 EV/EBITDA (enterprise value/earnings before interest, taxes, depreciation and amortisation) of 10 times to the stock, leading to an unchanged target price of RM10,” it said.

Meanwhile, ECM Libra Investment Research said in a report on Monday that Petronas Gas Bhd was an attractive buy with a target price of RM14.14. It implies a 19.4 times price-to-earnings ratio due to potential earnings upside from its liquefied natural gas (LNG) re-gas facility to be ready mid next year in Malacca.

“New earnings would be from transportation and re-gasification service agreement or the agreement alone,” it said.

ECM Libra said with the plant adding some 20% to Petronas Gas' current transportation volumes, net profit could grow by 10% from transportation alone. As for re-gasification charges, revenue from that segment alone would amount to RM330mil based on an estimated price of RM2 per million British thermal units.

OSK Research also said in a report recently that Petronas Gas could be an indirect beneficiary of gas subsidy cuts, given that the move would make it more palatable for Petronas to import LNG via the former's terminal for transmission around Peninsular Malaysia.

LiZhiMing

Financial Summary (20110526FA00480)
Company Name        PETRONAS CHEMICALS GROUP BHD                                                        
Stock Code / Short Name        5183 / PCHEM                                                       
Date & Time Announce        26/05/2011 7:18:16 PM                                                       

Content
Financial Year End        : 31/03/2011
Quarter        : 4
Report Status        : Unaudited


CONSOLIDATED INCOME STATEMENT
        INDIVIDUAL PERIOD         CUMULATIVE PERIOD
        CURRENT YEAR QUARTER         PRECEDING YEAR CORRESPONDING QUARTER         CURRENT YEAR TO DATE         PRECEDING YEAR CORRESPONDING PERIOD
        31/03/2011         31/03/2010         31/03/2011         31/03/2010
        RM'000        RM'000        RM'000        RM'000
1                 Revenue         4,353,000         3,996,000         14,586,000         12,203,000
2         (a)         Profit/(loss) before income tax, minority interests and extraordinary items after share of profits and losses of associated companies         1,298,000         1,322,000         4,260,000         3,368,000
        (b)         Net Profit/(loss) from ordinary activities attributable to members of the company         1,160,000         963,000         3,462,000         2,594,000
        (c)         Net profit/(loss) attributable to members of the company         932,000         881,000         2,994,000         2,199,000
        (a)         Basic (based on ordinary shares - sen)         12.00         12.00         40.00         30.00
4         (a)         Dividend per share (sen)         19.00                 19.00        
5                 Net Assets Per Share Attributable To Ordinary Equity Holder Of The Parent (RM)         2.46         2.34

klsehunter83

目标价提高至RM9.28

KUALA LUMPUR: OSK Research has upgraded its fair value for Petronas Chemicals Group Bhd to RM9.28 (previously RM7.26) based on the existing PER of 18x FY12 EPS following its FY12 earnings upgrade.

“We like the company’s strong backing from Petronas Group, especially in keeping its feedstock prices low, as well as attractive dividend payout ratio of 50%, which is the highest among its closest peers,” it said on Friday, May 27.

bestianhow

终于等到它Announce股息了。19sen

jameslimwb_007

有吗？？？？有股息啊？？？？ 但我没钱买。。。。太贵了   

bestianhow

回复 174# jameslimwb_007

馬石油化工全年股息19仙
股市26/05/2011 20:45 Share  轉寄 列印 字体:.Send to friend

　（吉隆坡26日訊）馬石油化工（PCHEM，5183，主要板工業）上財年淨利勁揚36%至300萬令吉，宣佈全年股息19仙，料共派息15億2000萬令吉。

　截至3月底，該公司全年營業額按年增20%至145億8600萬令吉。

　文告指出，石油化工業成長動力強勁，公司上財年末季業績為史上最佳，營運盈利按年增12%或1億令吉至12億令吉。

　上財年末季淨利增6%至9億3200萬令吉，單季營業額則增9%至43億5300萬令吉。

http://www.chinapress.com.my/node/219905

jameslimwb_007

还是没钱买。。。。但他的 call warrant 不知值不值得

aksin

我比较贪心。。我以为有30sen.。。。