【SCOMI 7158 交流专区】史格米

ThermoFisher

我已经偷偷的进了100000 UNITS

yjk1984

骗人， 回酬低，不知几时才可以靠拿回本！

chon

想不到你这么快又出手了，

不过这次的情况好像不同８１７的强力反弹，

总觉得不大对路，

所以小弟还在观看的说！

这可是我的心水股。

不要放弃

wasei....哦的偶像...

死神黑崎一护

还不是买的时后。。

snowblue

原帖由 死神黑崎一护 于 30-11-2007 07:57 PM 发表
还不是买的时后。。

那么大大觉得什么价位才是进场的时候？？

不要放弃

请问scomi 和 scomal 有关系吗？

ThermoFisher

SCOMI今年的业绩超越分析员的预测，而且明年的每股盈利预测是14仙，以今天的收市价1.40来计算，2008年的PE是10倍而已，比起其他的石油股其实并不贵，加上它特殊的＂政治背景＂，让我对他情有独钟

prince

rm1.40很便宜了，我有多余的钱也会下注！

vampire2000

跌到rm1.10就便宜了，我有多余的钱也会买少少！

vampire2000

要派钱要分钱未必要从股价上来买卖的。还有很多方法。。。

snowblue

那么算起来今天的RM1.40的闭市价会算高吗？还有有的跌？？还是RM1.40已经是可以进场的价格了？

ThermoFisher

Friday October 12, 2007


Oil and gas sector capex cycle to benefit Scomi

Goldman Sachs: Group well positioned to gain from sector’s growth

PETALING JAYA: Scomi Group Bhd may be a beneficiary of a capital expenditure (capex) cycle in the oil and gas sector, where there is sustained earnings growth for select equipment companies due to high oil prices.  

The price of crude has hovered around US$80 per barrel in the last few weeks.

Scomi Group, which has four other listed companies in Singapore and Malaysia, has businesses in oil services and energy logistics. It has a current order book of RM1.6bil.

In a statement, US-based investment bank Goldman Sachs said the exploration and production capex trade was a developing theme and that Scomi Group was among the companies in the sector that would benefit.  

＂It recommended buying the stock at RM2.25 based on sum-of-parts net asset valuation with a potential fair value of between RM2.10 and RM2.20, implying a 45% to 50% upside.＂  

“We believe Scomi Group is uniquely positioned to benefit from the structural growth in the sector. Our analysis suggests the stock is significantly undervalued and valuation does not reflect its competitive positioning in the sector,” Goldman Sachs said, adding that other catalysts included potential mergers and acquisitions in the sector, upward estimate revisions and potential restructuring events.

It said there might be a potential partial listing of the group’s oil field services businesses or even sale of a listed subsidiary. The company had recently restructured its oil services business by selling a stake to Standard Chartered Private Equity and deleveraged its balance sheet.

Goldman Sachs said the oil and gas equipment manufacturer had an attractive valuation of 11.5 times price to earnings for next year with an enterprise value over earnings before interest, tax, depreciation and amortisation of 7.8 times.  

For the year ended Dec 31, 2006, Scomi Group posted a net profit of RM84.5mil on revenue of RM1.57bil.  

分析员的话只供人参考，别全信喔

snowblue

原帖由 ThermoFisher 于 30-11-2007 11:47 PM 发表
Friday October 12, 2007


It recommended buying the stock at RM2.25 based on sum-of-parts net asset valuation with a potential fair value of between RM2.10 and RM2.20, implying a 45% to 50% upside.

RM2.25还可以买进？不会太高了吗？
这么看来RM1.40可以进货耶，就是不知星期一进不进得到
美国昨晚起了，可是看起来有点疲弱，不知马股星期一开市会如何

ThermoFisher

Bizweek
Saturday December 1, 2007


Gaining new ground

STOCK CLOSE-UP
By THEAN LEE CHENG

leecheng@thestar.com.my

IT is not every analyst or punter’s favourite. But it has a following. Analysts who like this stock do so because of its exposure to the oil and gas (O&G) sector. The fact that it has gone into making monorails is something they would, for the time being, like to take a wait-and-see stand.

Scomi Group Bhd, a global service provider mainly in the oil and gas industry, is listed on the main board. It achieved a turnover of RM1.58bil or US$447mil in 2006; and a net profit of RM84.5mil. Scomi employs over 4,800 employees at 65 locations in 36 countries.

For the first nine months of the current financial year, it achieved a net profit of RM229mil. This includes a RM140mil gain from the 19.9% divestment of Scomi Oilfield Ltd. Stripping off this gain, the nine-month 2007 core earnings surged by 50% and accounted for 77% of financial year 2007 core net profit forecast, says Affin.

“Higher drilling fluids and drilling waste management activities, especially in Europe, West Africa and Malaysia, and machine shop contributions – via 71%-owned Scomi Engineering – are expected to be the main growth drivers, offsetting the disappointing marine division,” says Affin.

Other public listed companies within Scomi Group are Scomi Engineering Bhd and Scomi Marine Bhd which are listed on Bursa Malaysia, and PT Rig Tenders which is listed on Jakarta Stock Exchange.  

Scomi’s subsidiary and associate companies’ core activities are divided broadly into four areas – oilfield services, energy and logistics engineering, energy logistics and production enhancement.

Oilfield services comprise integrated drilling fluids and drilling waste management solutions and machine shops and distribution of oilfield products and services. This is the main growth drivers for the group.

Energy and logistics engineering, which comprises machine shops, and transportation engineering such as monorail, buses, patrol tankers, refuse compactors, vacuum tankers and airport ground support vehicles.  

Its third core business, energy logistics, involves providing marine vessels for the coal and oil and gas industry. The last core business – production enhancement, comprises industrial and production chemicals division; and gas business, which mainly provides gas processing equipment.  

Essentially, Scomi’s ability to harness the synergies between its varied businesses has seen it transform itself to become an integrated solutions provider in niche markets.  

With oil prices close to the US$100 per barrel and expected expansion in oil exploration, demand for drilling fluids and drilling waste management is expected to pick up in the global market.

The oilfield services division is benefiting from the expansions undertaken over the last two years, especially in Russia where demand for drilling fluids and drilling waste management equipment has been surging.

Besides the increasing demand for these services, the machine shop business contributions have also improved and are expected to continue to do well.

Says Affin research: “Growth will be driven by new shops being opened in Irian Jaya, Saudi and Johor Bahru to provide additional capacity to fulfill the increasing demand for these services. Furthermore, with greater emphasis put on the technology to develop deepwater connectors used in O&G exploration and production activities, we believe this division will continue to contribute positively to the group.”

“We continue to like Scomi given that it is one of the only two companies in the world (the other one being MI Swaco), which provides its own integrated drilling fluids and drilling waste management solutions to customers. Demand for drilling fluids and drilling waste management is expected to pick up in the global market inline with the increase in exploration activities to take advantage of the rising crude oil price,” says Affin.

AmResearch says the recent launching of Scomi Urban Transit Rail Application (Sutra) bodes well for the group. Scomi Group Bhd’s has a 71% stake in subsidiary, Scomi Engineering Bhd (SEB).

Says an AmResearch analyst: “This affirms SEB’s confidence in the robust prospects of the monorail business and serious intention to gain market share. Key strength of the Sutra versus the existing monorail include lower cost of construction by about 30% and higher passenger capacity of 20% to 23%.

“This is providing huge opportunities for SEB’s logistic engineering business. Scomi Group is said to be one of only three major players in the world’s monorail business. We understand the group has bid for about RM6bil worth of monorail projects.

“Out of this, we estimate about RM1.5bil is for the Penang Monorail job. The balance are monorail projects in 1) Mumbai, India, 2) Iran, Tehran (contract from National Urban Iranian Railway Co), 3) Daegu, Korea, 4) Bangkok, Thailand (Mass Rapid Transit Authority), and 5) Ho Chih Minh and Hanoi, Vietnam (Ho Chih Minh City Department and Hanoi Monorail).”

The analyst says their earnings forecasts for Scomi Group and SEB does not include any of the above projects.

Scomi Group’s nine-month financial 2007 core net profit of RM91mil came in within our net earnings forecast of RM130mil. Scomi Group’s oilfield business and SEB’s net profit came in ahead on our estimates making up for Scomi Marine’s weaker-than-expected results, the analyst says.

“We reiterate a Hold recommendation at this juncture. We will, however, be reviewing our recommendation and earnings forecast, as downside risk to earnings in our opinion have reseeded. This is given Scomi Group oilfield division’s consistent year-on-year improvement in margins, aggressive machine shop capacity expansion underpin by robust demand and potential upside to earnings from securing new monorail projects,” she says.

blue_angel_007

近期内会跌，等到1。20才买

snowblue

原帖由 cchleong 于 1-12-2007 11:19 AM 发表
“We continue to like Scomi given that it is one of the only two companies in the world (the other one being MI Swaco), which provides its own integrated drilling fluids and drilling waste manag ...

哇，这么有潜能，看来蛮值得投资滴
还有就是單軌火車工程，如果Ｓｃｏｍｉ标到的话，会不会大起？

snowblue

原帖由 cchleong 于 1-12-2007 12:35 PM 发表
怎么那么肯定？有内幕消息？

没错没错，有内幕说来听听～～～

不正不正

该公司每当股价跌到RM1.40就会回购自家公司的股票...

死神黑崎一护

原帖由 死神黑崎一护 于 30-11-2007 07:57 PM 发表
还不是买的时后。。

要买要看信号的，要卖也是。

卤莽买进只是碰碰运气而以，跟赌无异。

scomi 已跌破月线，年线，还没看到回弹的信号。

macd 也向下着。

百年来人性没变的是，追底，越底越买。