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[公司专区] 5681 PETDAG & 6033 PETGAS 国油贸易&国油气体

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发表于 2010-4-30 16:53 | 显示全部楼层 |阅读模式
本帖最后由 大时代 于 2013-4-27 00:57 编辑

As Petronas had a lot of influence on all aspect of economy activity in Malaysia,
I have decided to add a new topic with particularly focus on Petronas / Petgas / PetDag. (I think there is no existing topic on this)
Also, any related story, O&G news that bear watching, especially with regards the the group.

Please feel free to add anything useful for sharing. Thank you!

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 楼主| 发表于 2010-4-30 16:55 | 显示全部楼层
1# pc255

As a Petronas watcher, today news on TheStar was pretty big. It probably slip a lot of people's attention.

Friday April 30, 2010
Petronas names five new independent directors
By YAP LENG KUEN
lengkuen@thestar.com.my

PETALING JAYA: Five new independent directors have been appointed to the board of Petroliam Nasional Bhd (Petronas) in addition to the existing two, bringing the current number of directors to 16.

However, sources indicate that some more changes could be in the offing to reflect a more balanced board, wider experience in the energy industry, corporate and legal sectors as well as a global outlook.

Besides keeping up with the status and expectations of Petronas as a Fortune 500 company, it is believed the aim is also to have a board composition that reflects 1Malaysia.

According to sources, Prime Minister Datuk Seri Najib Tun Razak had these changes in mind and the new Petronas president and CEO, Datuk Shamsul Azhar Abbas, shared the same thinking.

The appointment of the new directors – Datin Yap Siew Bee, Datuk Mohamad Idris Mansur, Tan Sri Megat Najmuddin, Harry Menon and Datuk Muhammad Ibrahim – is believed to be effective two days ago.
From left: Tan Sri Megat Najmuddin, Harry Menon and Datuk Muhammad Ibrahim

Among the current directors, four are believed to be stepping down – lawyer Abdul Kadir Md Kassim when he turns 70, as well as Datuk Shukry Mohd Salleh (director-general of the Implementation Co-ordination Unit, Prime Minister’s Department) and Datuk Noriyah Ahmad (director-general of the Economic Planning Unit) and her alternate Dr Rosli Mohamed.

According to sources, these two government representatives would likely be replaced by Muhammad, who is assistant governor of Bank Negara.

Yap, a consultant with Mah-Kamariah & Philip Koh, has served as legal advisor of Petronas while Harry Menon is an independent director of MISC Bhd.

Idris, who holds degrees in mining geology and exploration as well as petroleum engineering, resigned as independent director from KNM Group Bhd and Alam Maritim Resources Bhd on Wednesday to take up his appointment as non-executive director of Petronas with effect on the same day.

Megat Najmuddin is the president of the Federation of Public Listed Companies and Malaysian Institute of Corporate Governance.

The other board members of Petronas comprise Shamsul (whose appointment as president and CEO of Petronas took effect on Feb 10 this year); Tan Sri Dr Wan Abdul Aziz Wan Abdullah (the Finance Ministry secretary-general); Mohd Omar Mustapha (co-founder of management and strategic consulting firm Ethos & Co); the three Petronas vice-presidents – Datuk Anuar Ahmad (human resource management), Datuk Nasaruddin Md Idris (corporate planning & development) and Datuk Wan Zulkiflee Wan Ariffin (gas business) as well as Datuk Mohammad Azhar Osman Khairuddin (company secretary).

Both Kadir and Omar are independent, non-executive directors.


source: http://biz.thestar.com.my/news/s ... 11&sec=business

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 楼主| 发表于 2010-4-30 17:05 | 显示全部楼层
2# pc255

Friday April 9, 2010
Petronas reveals units to be listed
By JAGDEV SINGH SIDHU

Its petrochemical business and MMHE picked for year-end listing


jagdev@thestar.com.my

KUALA LUMPUR: Petroliam Nasional Bhd (Petronas) named its petrochemical business and Malaysia Marine and Heavy Engineering Sdn Bhd (MMHE) as the two companies it will list on Bursa Malaysia by year-end.

“Like our other listed subsidiaries, these two new listings will allow the investing public to participate directly in some of Petronas’ businesses – in this case, our petrochemical and heavy engineering businesses,” said president and CEO Datuk Shamsul Azhar Abbas in a statement yesterday.

“We hope that these listings will add further depth to Bursa Malaysia.”

Petronas said its petrochemical business registered revenue of RM13bil for the year ended March 31, 2009. The business consists of a diverse product portfolio that ranges from olefins and polyolefins, fertilisers, industrial to speciality chemicals.

The business started with a capacity of 600,000 tonnes per year and had since grown to over 10 million tonnes of petrochemical products, with a significant regional market presence, said Petronas.

“Petronas’ petrochemical business takes pride in its operational excellence, having achieved world-class standards in manufacturing. The commencement of commercial operations of the mega methanol plant in Labuan in May 2009, with a world-scale capacity of 1.7 million tonnes per year, further strengthens its position as the biggest methanol producer in Asia-Pacific and fourth globally,’’ it said.

MISC Bhd subsidiary MMHE, which Petronas said is the country’s largest marine and heavy engineering entity, registered revenue of over RM4bil for the financial year ended March 31, 2009.

“MMHE’s performance is driven by three core businesses: engineering and construction services, marine conversion, and marine repair,’’ said Petronas.

“MMHE has grown to become an integrated engineering, procurement and construction contractor and liquefied natural gas tanker repair specialist with in-house capabilities and is committed to the pursuit of growth in strategic areas and enhancement of capability through investments in infrastructure, technology and human capital.”

Petronas said MMHE operated a yard in Pasir Gudang, Johor, which is one of the largest in the region and the only one capable of undertaking floating production storage and offloading and floating storage offloading conversions and fabrication of high tonnage offshore oil and gas structures in Malaysia.

The listing of two Petronas subsidiaires was announced by the Prime Minister at Invest Malaysia 2010.

Petronas’ other listed subsidiaries are Petronas Dagangan Bhd, Petronas Gas Bhd, KLCC Property Holdings Bhd and MISC.

The announcement yesterday drew little praise from analysts, but between the two companies, analysts said MMHE could be more appealing to investors given that the company would be contract driven and directly dependent on the oil and gas business cycle.

“There’s good growth in fabrication and the expectation is that revenue will grow strongly as the oil and gas exploration business is picking up,’’ said Maybank Investment Bank Bhd head of research Andrew Lee.

The downside, however, is that MMHE is already part of MISC and while the move will unlock value, it might not be assigned a higher market price to earnings ratio than its current parent.

Analysts said Petronas’ petrochemical business had a large revenue base but it might not be a favoured choice due to the nature of its business.

“Because of volatility and its cyclical nature, the price-earnings ratio will be low,’’ said OSK Research head Chris Eng.

UOB Kay Hian head of research Vincent Khoo said margins in the petrochemical business were low but that, however, depended on the business cycle.

He said the listings would be positive but it would not change the landscape of Bursa Malaysia.

Another issue analysts would be watching out for would be the free float of those two stocks on Bursa. The general complaint has been that the free float of some of the largest stocks on the stock exchange is low which tends to lead to thin trading volumes.


source: http://biz.thestar.com.my/news/s ... 19&sec=business

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 楼主| 发表于 2010-4-30 17:05 | 显示全部楼层
3# pc255

Saturday April 10, 2010
Plant in peninsula to ensure LNG supply continuity
By CECILIA KOK


cecilia_kok@thestar.com.my

AS part of an effort to address the rising demand for gas amid a diminishing natural gas supply in Peninsular Malaysia, it has been revealed that a new LNG (liquefied natural gas) regassification plant will soon be built.

Analysts who attended a recent briefing session with Petronas Gas Bhd learnt of the plan from its managing director, Samsuddin Miskon.

No formal announcement about the plan has been made yet by parent company Petroliam Nasional Bhd (Petronas), but it is understood that the main reason for the regassification plant is to ensure the continuity of gas supply in the peninsula.

How does that equation come about?

Well, the regassification plant will enable Petronas Gas to take in more gas supply from third parties as the capacity to convert liquefied gas into gas for end- users will be enhanced.

Maybank Investment Bank (Maybank IB), for instance, notes in its report that the plant is a prelude to using more imported gas.

Hence, concern over the depleting gas supply in Peninsular Malaysia will be addressed in that sense.

Besides mitigating such concern, OSK Research notes that the new plant provides assurance that Petronas Gas’ pipelines and gas processing plants will continue to be used when gas from the peninsula runs out in the future.

Maybank IB highlights that the existing gas supply from Peninsular Malaysia will plateau between 2015 and 2017, before dropping significantly between 2019 and 2012.

The regassification plant is expected to be completed in 2013, and it is believed that the tender for it is already under way.

Delay in getting the regassification plant up as scheduled will be negative for Petronas Gas, Maybank IB contends.

As of now, no details have been made yet about the location and owner of the regassification plant.

But OSK Research believes that the plant will most likely be built in the south or east eoast of the peninsula, as the congestion along the Straits of Malacca and potential pirate attacks make the west coast a less likely choice of location, explains head of research Chris Eng.

As for speculation over who will own the stakes in the new plant, some analysts believe Petronas has the upper hand.

AmReseach, for instance, reckons that “while there many be multiple interested players in the new regassification plant, it believes Petronas Gas has the advantage given its monopoly on the peninsula’s pipelines.”

In general, analysts regard the agenda for the plant will ensure the sustainability of Petronas Gas’ business model beyond the expiry of its recently-renewed gas-processing transmission agreement (GPTA) with Petronas in 2014.

“It is good to note that the company is proactively engaging Malaysia’s gas supply market to ensure its continuity past the expiry of the GPTA,” according to OSK Research.

To recap, Petronas Gas renewed its GPTA with Petronas at the end of last month.

Entering the fourth term, the new GPTA came into effect on April 1, 2010, and will expire on March 31, 2014.

The GPTA has incorporated some new terms that are seen to benefit Petronas Gas. These include free internal gas usage, which may result in significant cost savings for the company. Previously, Petronas Gas had to pay for its internal gas usage at market prices.

In addition, the processing and transmission functions have been separated under the new GPTA.

This, according to the company, will prepare it to become an independent gas transporter for potential gas importer to Malaysia, and hence create additional revenue stream.

So market pundits believe that the new GPTA has improved the long-term prospects of Petronas Gas as well as boost its bottom line.

AmReseach estimates the annual cost savings under the new GPTA for Petronas Gas at RM400mil, and that should translate into 9% reduction in its operating costs for the financial year ending March 2011 (FY11) and an increase in earnings before interest, tax, depreciation and amortisation margin to 72% from the estimated 62% for FY10.

The research outfit also expects to see Petronas Gas’ net profit for FY11 and FY12 grow by 13%, while Maybank IB believes the growth to be much higher, at 29% for FY11 and 34% for FY12.

For the nine months to December 2009, Petronas Gas posted a net profit of RM739.5mil on turnover of RM2.42bil, compared with a net profit of RM666.9mil on turnover of RM2.48bil in the previous corresponding period.


source: http://biz.thestar.com.my/news/s ... 50&sec=business

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 楼主| 发表于 2010-4-30 17:22 | 显示全部楼层
6# pc255

誰家派息最大方?
2010-03-02 18:53

全球經濟日漸好轉,企業業績普遍理想,派發股息能力自然強勁,剛落幕的2009年財報季節,慷慨派發高股息者依舊不少,其中更有6家公司躋身1令吉股息俱樂部。

6企業全年股息高達1令吉

根據《星洲財經》粗略計算,2009年馬股共有6家企業全年毛股息高達1令吉,其中英美煙草(BAT,4162,主板消費品組)以2令吉36仙稱冠馬股,數碼網絡(DIGI,6947,主板基建計劃組)則以1令吉78仙毛股息名列次席,雀巢(NESTLE,4707,主板消費品組)則排名第3,毛股息達1令吉50仙。

合發吉星(CCB,2925,主板消費品組)、國產車經銷(EON,4774,主板貿服組)和松下電器(PANAMY,3719,主板消費品組)則個別以1令吉30仙、1令吉10仙和1令吉零5仙毛股息,分居第4至第6位。

消費和貿服務組平分秋色

總結全場,消費和貿易/服務組表現平分秋色,分別有8家公司進榜,當中以英美煙草和丹絨表現最佳,PPB集團(PPB,4065,主板消費品組)和丹絨(TANJONG,2267,主板貿服組)則排名第8和第7位。

種植領域表現不俗,共有6家公司進榜,其中聯合種植(UTDPLT,2089,主板種植組)以70仙毛股息排名第9,緊接著為聯合馬六甲(UMCCA,2593,主板種植組)、巴都加灣(BKAWAN,1899,主板種植組)和吉隆坡甲洞(KLK,2445,主板種植組)等。

不過,金融領域派“金”實力遠比吸金能力遜色,僅有倫平資本(LPI,8621,主板金融組)和大眾銀行(PBBANK,1295,主板金融組)躋進榜單,分別以67.5仙和55仙排名第十和第12位。

國油三傑慷慨派息,其中國油氣體(PETGAS,6033,主板工業產品組)以50仙毛股息排名第13位,國油貿易(PETDAG,5681,主板貿服組)和國際船務(MISC,3816,主板貿服組)則分別排名第17和29位。

中資企業派息能力不遜大藍籌,海鷗企業(HAIO,7668,主板貿服組)總股息達42仙、錦隆資源(KMLOONG,5027,主板種植組)為 36仙,振德(CHINTEK,1929,主板種植組)和廣宇科技(PIE,7095,主板工業產品組)則分別為35仙。

不過,分析員認為,馬股經過去年大漲,今年恐陷入震盪整理格局,建議投資者透過投資高股息族群,作為逢低介入的選擇,除享有高股息收益外,還可捕捉強勁經濟增長所帶來的增值好處,可謂一石二鳥之計。
星洲日報/財經‧2010.03.02


source: http://search.sinchew-i.com/node ... 9%E8%B2%BF%E6%98%93

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 楼主| 发表于 2010-4-30 17:23 | 显示全部楼层
8# pc255


全年盈利可望首破10億‧國油貿易第3季凈利料暴漲347%
2010-02-18 18:27

    *

(吉隆坡)受到三大利好因素帶動,國油貿易(PETDAG,5681,主板貿服組)2010財政年第3季凈利料逾1億9000萬令吉,暴漲347%,全年稅前盈利則首次有望突破10億令吉水平,至11億1440萬令吉。

這間公司預定在2月19日(週五(2月19日))公佈2010財政年第3季業績。

聯昌證券研究預測,國油貿易2010至2012財政年的全年淨利預估則分別為8億1760萬、8億6890萬及9億零270萬令吉。

聯昌指出,預估2010財政年第3季業績大幅增長,主要是因為上財政年盈利處於低水平(當時零售銷售因油價上調而挫跌8%)、廣闊的零售網絡支撐汽油及柴油的高銷售,加上第3季原油價看漲激勵非在價格浮動機制下的產品銷售價。

“下半年傳統上表現強穩,主要是因為節慶及學校假期令更多消費者出門遠行。”

石油及柴油佔國油貿易營業額及營運盈利的三分之二。這間公司計劃每年開設30至35間油站,大部份坐落在主要的城市及高速大道。

據稱,每間新油站將至少擁有6個油泵,每個月將捎來30萬公升銷售。截至去年11月,這間公司營運915個油站,相等於零售市場的32%市佔率。

“在強勢的營運下,我們預估國油貿易2010財政年的稅前盈利可望首度衝破10億令吉大關。”

由於在價格浮動機制下的產品享有穩定的賺幅,這間公司將大部份的資本開銷投入零售業務。目前的常年資本開銷為5億令吉。

然而,即將在5月進行的石油零售業開放政策或將對國油貿易的盈利成長造成衝擊,因此聯昌維持這間公司“中和”評級,目標價為9令吉90仙。

“一旦廢除價格浮動機制,零售商無法再享有有關產品的穩定賺幅,進而削弱國油貿易賺取更高收益的能力。”

此外,國油貿易是為一隻低貝他防禦抗跌股,對市場吸引力不如其他同儕,聯昌在油氣股的首選反倒是沙布拉浪峰(SAPCRES,8575,主板貿服組)和肯油企業(KENCANA,5122,主板貿服組)
星洲日報/財經‧2010.02.18

source: http://search.sinchew-i.com/node ... 9%E8%B2%BF%E6%98%93

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 楼主| 发表于 2010-4-30 17:38 | 显示全部楼层
9# pc255
马哈迪踢爆阿都拉与汶莱交易
拿三千亿采油权交换林梦主权
4月30日 下午 1点25分
前首相马哈迪再有惊人指控,他踢爆其宿敌前首相阿都拉在去年3月卸任首相一个月前,为了解决汶莱索取林梦主权的问题竟然签字放弃价值1000亿美元(3200亿令吉)的采油权。

马哈迪昨天在部落格最新贴文“大马的大方”踢爆这项交易,指责阿都拉与汶莱苏丹磋商索取砂拉越林梦的主权问题时,答应将两个在南中国海的岸外产油区交给汶莱作为交换条件。

两区油藏达近10亿桶

马哈迪指出,马来西亚是根据历史事实索取产油L区及M区,国油与Murphy Oil已为此签署分享生产合约,开始钻油。根据估计,有关油藏达近10亿桶。

但是,马哈迪说,阿都拉与汶莱苏丹磋商时,并没有国油代表出席,只有外交部职员及首相外交事务顾问在场。

“我们所知的是,阿都拉欣然地宣布他已解决汶莱索取林梦的问题。完全没提到这两个区。”

“汶莱否认他们已同意放弃林梦。外交部及阿都拉没反驳汶莱的声明。目前明显的,这两油区不再属于马来西亚的一部份。”

“阿都拉在这项协议下,已经令大马失去至少损失1000 亿美元(3200亿令吉)。”

历任首相都不会这么做

针对马哈迪的揭露,民主行动党国会领袖林吉祥今日发表文告,要求阿都拉交待在去年3月卸任首相的一个月前,是否签字放弃价值1000亿美元的采油权,以解决汶莱索取林梦的问题,以及原因何在。

他说,马哈迪揭露这项交易的存在,令人大为震惊及愤怒。

“这证明自1957年独立以来,我国良政已严重变质。这是在阿都拉之前的历任首相,如东姑阿都拉曼、敦拉萨、敦胡先翁,甚至马哈迪自己,如果未获得内阁、国会及大马人民的适当同意,也不会做的事。”

他说,若非马哈迪将这项交易曝光,国人至今仍被蒙在鼓中。

林吉祥指出,首相纳吉应澄清整个事件的来龙去脉,即阿都拉是否签字放弃价值1000亿美元(3200亿令吉)的采油权,以换取汶莱不索取林梦,以及尽管大马已失去这两个岸外产油区,汶莱索取林梦的立场依然不变。

“甚至更重要的是,为何当时是副首相的纳吉,会同意这种单方面及武断地出卖国家主权之举。”

source: http://malaysiakini.com/news/130615

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 楼主| 发表于 2010-4-30 17:38 | 显示全部楼层
10# pc255


馬汶邊界爭議問題‧墨菲國油合約終止
2010-04-23 12:48

(美國‧休斯頓)墨菲石油公司(Murphy Oil Corporation)與國家石油(PETRONAS)在大馬的石油分享合約已經終止。

這間公司發文告透露,這間公司在大馬岸外進行的油氣探勘活動,因馬汶邊界爭議而受令停止活動。

這間公司被國油告知,這間公司涉業的L區塊與M區塊,已不屬於大馬領土內,因此與國油的有關生產分享合約在誌期4月7日的函件中正式終止。

汶萊表示,有關地區不再屬於大馬。

墨菲可能獲替代生產合約,有關事宜正在洽談中。
星洲日報/財經‧2010.04.23


source: http://search.sinchew-i.com/node/531496?k=%E5%9C%8B%E6%B2%B9

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发表于 2010-4-30 17:46 | 显示全部楼层
卖掉自己给别人还高兴为别人算钞票, 更可悲的是倒贴把自己卖给别人

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发表于 2010-4-30 22:33 | 显示全部楼层
卖掉自己给别人还高兴为别人算钞票, 更可悲的是倒贴把自己卖给别人
asimo 发表于 2010-4-30 17:46


不要相信别人太多。
Petronas是世界8大新兴石油公司之一。
若没有记得错,应该是排行第7。
不过这种排行不会持久,我国的石油储备已经逐渐减少。
唯有在更深或其他国家探索石油了。
若上市Carigali,那才是大新闻。
如果只上市MISC里头的小部门外加一个中型炼油场,没什么看头的。

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 楼主| 发表于 2010-5-1 21:44 | 显示全部楼层
15# pc255

Peninsular oil field in mature stage - technically they are not running out of oil (ie totally stop), but at full mature stage, there is no additional new supply, ie if Petronas produced 650,000 barrel per day, that is it, no more than 650,000 per day.

If we consumed more than that, say Malaysia use a total of 700,000 barrel per day, Malaysia have to import, hence a nett importer.
By all estimate, and admission, Malaysia are likely to be nett importer soon. How soon?


----
Petronas inks US$2.1b deal with Exxon

Written by Joseph Chin   
Wednesday, 03 June 2009 17:24
Bookmark and Share
KUALA LUMPUR:  Petroliam Nasional Bhd (Petronas) and ExxonMobil Exploration and Production Inc. have signed an agreement to invest a minimum of US$2.1 billion to develop seven oil fields.

Petronas said on June 3 that it had signed a Production Sharing Contract (PSC) with ExxonMobil and its unit PETRONAS Carigali Sdn. Bhd to further develop seven oil fields offshore Peninsular Malaysia.
“The PSC spells out the full terms of the agreement whose main principles were signed by the three parties in March 2008 for the development of the seven fields, namely Seligi, Guntong, Tapis, Semangkok, Irong Barat, Tabu and Palas,” it added.

Under the deal, they have committed to spend a minimum of US$2.1 billion to undertake major enhanced oil recovery (EOR) project activities, rejuvenation of facilities and further development and drilling activities in the fields.

“The key objective of the PSC is to meet Petronas and the partners’ aspiration to extract more oil from matured fields through EOR projects and to sustain the current production level of Tapis crude blend,” it said.

source: http://www.theedgemalaysia.com/p ... eal-with-exxon.html

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 楼主| 发表于 2010-5-1 21:48 | 显示全部楼层
16# pc255

How much oil production do we have in Malaysia today? Tapis = 300,000 barrels a day

----
Tapis, Once World’s Most Expensive Oil, Loses Benchmark Status
Share Business ExchangeTwitterFacebook| Email | Print | A A A

By Christian Schmollinger

Dec. 16 (Bloomberg) -- Malaysia’s Tapis crude oil, once the world’s most expensive grade, is losing its status as a benchmark for Asian refiners buying grades from Australia, Indonesia and Vietnam because of declining output.

Oil-pricing service Platts, a unit of McGraw-Hill Cos., will today use Dated Brent, a crude produced in the North Sea, to assess the values of Asian grades, the company said in a statement to its users. The change comes as traders raised concern about Tapis’s suitability as a marker because of a drop in spot market transactions.

The shift means prices for Asian crude oil including Australia’s Cossack, Vietnam’s Bach Ho and Indonesia’s Minas will be tied to a grade produced several thousand miles away. The decline in Tapis output has left only one spot deal a month to assess prices compared with 70 a month for the grades that make up Brent, already a benchmark for two-thirds of global oil including types from Nigeria, Angola and Russia.

“It’s not a perfect situation as there are issues with Tapis and also with Brent and about how relevant it is to Asia,” said Victor Shum, a senior principal at consultants Purvin & Gertz Inc. in Singapore. “There are these problems with Tapis so the best alternative is Brent for lack of anything better.”

Traders have started shifting their pricing to Brent. In June, Woodside Petroleum Ltd. sold a cargo of the low-sulfur Vincent grade from Australia at a discount of $15 a barrel to Brent.

Output Decline

“One of the things we found out when we made our announcement that we would launch Asian Dated Brent was that the industry was already doing that,” Jorge Montepeque, the global director for market reports at Platts, said in a Dec. 12 interview in Singapore.

Brent’s relevance for pricing Asian oil supplies rests in its global nature, particularly as the grade is used as the benchmark for West African supplies that are exported to China, Montepeque said.

“Everything somehow feeds back and somehow affects Dated Brent,” he said. “For the Asian grades, if the fundamentals are different from the global fundamentals then the spreads versus Dated Brent will shrink or expand.”

There are other options for assessing prices. The Asia Petroleum Price Index, a source that uses prices submitted by the index members, was one of the first benchmarks for regional crudes. Indonesia and Vietnam use an average of Platts and APPI levels for their sales.

Premium Grade

Tapis’s replacement as a benchmark follows declines in the grade’s output. Malaysian state oil company Petroliam Nasional Bhd. may stop selling the grade on yearlong contracts because of falling production and a decision to use the oil in domestic refineries, Platts reported on Dec. 3, without saying where it got the information.

The Tapis field, off the coast of Terengganu in Peninsular Malaysia, was discovered in 1969 and started production in 1978.

Output has fallen to about 300,000 barrels a day from a peak of 400,000 barrels a day about a decade ago, according to Energy Intelligence Group, which publishes industry newsletters. Exxon Mobil Corp. has a 30 percent stake in the area while Petroliam Nasional holds the rest.

Tapis, among Asia’s premium grades along with Australia’s Cossack and Griffin, is valued because it enables refiners to produce a greater amount of gasoline without increased investments. Most types of crude oil from the Middle East contain a greater proportion of sulfur and other pollutants.

Tapis, which means refine or process in the Malay language, is a light, sweet oil with an American Petroleum Institute gravity number of 45.2 degrees.

Gravity measures the viscosity, or thickness, of the crude. The higher the number, the lighter the oil and the more gasoline it typically yields per barrel. Tapis contains 0.0343 percent sulfur by weight.

Brent Blend crude oil has an API gravity of 37.9 degrees and 0.45 percent sulfur.

To contact the reporter on this story: Christian Schmollinger in Singapore at christian.s@bloomberg.net.
Last Updated: December 15, 2008 22:04 EST

source: http://www.bloomberg.com/apps/ne ... 9c&refer=energy

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发表于 2010-5-2 01:39 | 显示全部楼层


SG = 油的重量/ 水的重量。


Light crude oil is defined as having an API gravity higher than 31.1 °API.
Medium oil is defined as having an API gravity between 22.3 °API and 31.1 °API.
Heavy oil is defined as having an API gravity below 22.3 °API.
Extra heavy oil is defined with API gravity below 10.0 °API.

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 楼主| 发表于 2010-5-27 10:53 | 显示全部楼层
20# pc255

SUMMARY OF KEY FINANCIAL INFORMATION
31/03/2010

INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/03/2010
31/03/2009
31/03/2010
31/03/2009
$$'000
$$'000
$$'000
$$'000
1Revenue
5,417,494
4,374,999
20,687,042
24,367,622
2Profit/(loss) before tax
231,097
235,929
1,046,002
810,292
3Profit/(loss) for the period
162,465
171,588
757,524
581,759
4Profit/(loss) attributable to ordinary equity holders of the parent
161,108
172,349
752,934
578,671
5Basic earnings/(loss) per share (Subunit)
16.20
17.30
75.80
58.20
6Proposed/Declared dividend per share (Subunit)
45.00
33.00
60.00
45.00








AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7
Net assets per share attributable to ordinary equity holders of the parent ($$)
4.5900
4.1900

Remarks :
The Board declared an Interim Dividend of 15 sen per ordinary share less tax at 25% and was paid on 23 December 2009.

The Board has proposed a Final Dividend of 30 sen per ordinary share less tax at 25% and a Special Dividend of 15 sen per ordinary share less tax at 25%.

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发表于 2010-5-27 10:57 | 显示全部楼层
財報遜色
馬石油貿易遭降級


(吉隆坡26日訊)馬石油貿易(PETDAG,5681,主要板貿易)財報表現較預期遜色,遭聯昌證券研究削減財測,目標價減至9.10令吉,評級降為“落后大市”(Underperform)。

聯昌證券研究分析員諾茲雅娜指出,馬石油貿易截至3月底末季和全年淨利各達1億6100萬令吉和7億5300萬令吉,較原先預測少7%。

“由于非自動定價制(APM)產品的營運成本較高,所以將該公司2011到2012財年每股盈利預測下修至7.1%,降幅達6%。”

她在分析報告說,馬石油貿易目標價因而從9.77令吉減至9.10令吉,“中立”(Neutral)評級也跌至“落后大市”。

“除了末季財報失色,降級原因包括賺幅進一步壓縮和拓展腳步緩慢。”

她透露,唯一可取的是馬石油貿易稅前盈利首破10億令吉大關,截至3月底共有936間添油站,零售市佔率為32%,但仍低于蜆殼(SHELL,4324,主要板工業)估計達35%的市佔率。

她估計,馬石油貿易2011到2013財年的每年資本開銷(capex)料達5億令吉,而且每年放眼增設30到35間添油站。

閉市時,馬石油貿易平盤報8.95令吉,成交量35萬2400股。

http://www.chinapress.com.my/content_new.asp?dt=2010-05-27&sec=business&art=0527bs16.txt

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发表于 2010-5-27 17:51 | 显示全部楼层
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 楼主| 发表于 2010-6-14 14:08 | 显示全部楼层
Exxon, Petronas to lift Tapis oil output in 2013
SINGAPORE
Wed Jun 9, 2010
   

SINGAPORE June 9 (Reuters) - Exxon Mobil Corp (XOM.N) plans to invest more than $1 billion to enhance crude oil output at Malaysia's maturing Tapis field in 2013, a company spokeswoman said on Wednesday.

Regulatory News

Front-end engineering at the enhanced oil recovery project has started, she said, but declined to comment on the production volume of the flagship light sweet grade.

In 2008, subsidiary ExxonMobil Exploration and Production Malaysia Inc signed a production sharing contract (PSC) with Malaysia's national energy company Petronas [PETR.UL] to invest $2.1 billion in the enhanced oil recovery project at Tapis and six other oil and gas fields -- Seligi, Guntong, Semangkok, Irong Barat, Tabu and Palas.

ExxonMobil is the operator and the companies each have a 50 percent stake in the PSC. Petronas said last year that Malaysia's overall crude output has fallen to 550,000 barrels per day (bpd) from 600,000 bpd in 2008, as ageing fields took their toll after years of steady production levels.

Overall output for both crude oil and condensates fell to 650,000 bpd versus 700,000 bpd last year, the company had said.

Output from the Tapis field, off peninsular Malaysia's east coast, has fallen to some 200,000 bpd from its production of around 300,000 bpd for the past few years, sources close to the development had said. [ID:nSP430900]

Petronas' chief Shamsul Azhar Abbas told local media last week the company wants to set aside more resources for oil fields at home and trim overseas exploration.

Tapis has an API gravity of 45.6 and contains 0.0324 percent sulphur. (Reporting by Florence Tan; Editing by Ramthan Hussain) (florence.tan@thomsonreuters.com; + 65 6870 3497; Reuters messaging: florence.tan.thomsonreuters.com@reuters.net))

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发表于 2010-11-25 18:11 | 显示全部楼层
Financial Results
Reference No PD-101125-911B8

Company Name
:
PETRONAS DAGANGAN BHD
Stock Name
:
PETDAG   
Date Announced
:
25/11/2010
Financial Year End
:
31/03/2011
Quarter
:
2
Quarterly report for the financial period ended
:
30/09/2010
The figures
:
have not been audited

Converted attachment :



Please attach the full Quarterly Report here:




Remark:
The Board has declared an Interim Dividend of 30 sen per share less tax at 25% and Special Interim Dividend of 10 sen per share less tax at 25%.



  • [url=]DEFAULT CURRENCY[/url]
  • [url=]OTHER CURRENCY[/url]




Currency
:
Malaysian Ringgit (MYR)

SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2010

INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/09/2010
30/09/2009
30/09/2010
30/09/2009
$$'000
$$'000
$$'000
$$'000
1Revenue
5,496,313
5,151,970
10,952,785
9,931,836
2Profit/(loss) before tax
284,250
275,914
561,473
557,980
3Profit/(loss) for the period
207,318
200,418
408,544
406,925
4Profit/(loss) attributable to ordinary equity holders of the parent
205,440
199,217
405,108
404,580
5Basic earnings/(loss) per share (Subunit)
20.70
20.10
40.80
40.70
6Proposed/Declared dividend per share (Subunit)
40.00
15.00
40.00
15.00








AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7
Net assets per share attributable to ordinary equity holders of the parent ($$)
4.6600
4.5900

Remarks :
The Board has declared an Interim Dividend of 30 sen per share less tax of 25% and Special Interim Dividend of 10 sen per share less tax of 25%.

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发表于 2010-11-30 22:03 | 显示全部楼层
Petronas targets RM80b pre-tax profit in FY2011

KUALA LUMPUR: Petroliam Nasional Bhd (Petronas) hopes to achieve pretax profit of RM80 billion in FY2011 from the RM67 billion posted in FY2010.

CEO Datuk Shamsul Azhar Abbas said this target was based on the assumption that the current economic environment prevailed.

Speaking to the media at the group's quarterly results briefing on Tuesday, Nov 30, he said: "We are cautious, but if the same economic environment prevails, I reckon we can beat last year's results.”

"Our third quarter performance is looking extremely good so far, especially based on current oil prices. However, we think comfortable levels for oil prices should be between US$70 to US$75 per barrel, based on fundamentals."

Petronas posted a net profit of RM11.89 billion on the back of RM56.99 billion in revenue for the second quarter ended Sept 30, 2010.

This was a dip of 0.8% in net profit from RM11.98 billion a year ago but a 10.3% increase in revenue from RM51.74 billion. It declared dividends totaling RM30 billion to be paid to the government.

Shamsul said the dip in net profit was due to a rise in income taxes, while revenue had risen boosted by higher oil prices amid an improving economic environment.

http://www.theedgemalaysia.com/b ... ofit-in-fy2011.html

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发表于 2011-2-16 18:42 | 显示全部楼层
本帖最后由 thais 于 2011-2-16 18:56 编辑

Company Name
:
PETRONAS DAGANGAN BHD
Stock Name
:
PETDAG   
Date Announced
:
16/02/2011
Financial Year End
:
31/03/2011
Quarter
:
3
Quarterly report for the financial period ended
:
31/12/2010
The figures
:
have not been audited

Converted attachment :



Please attach the full Quarterly Report here:




Remark:




  • [url=]DEFAULT CURRENCY[/url]
  • [url=]OTHER CURRENCY[/url]




Currency
:
Malaysian Ringgit (MYR)

SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2010

INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/12/2010
31/12/2009
31/12/2010
31/12/2009
$$'000
$$'000
$$'000
$$'000
1Revenue
5,932,199
5,337,713
16,884,984
15,269,549
2Profit/(loss) before tax
331,897
256,924
893,370
814,905
3Profit/(loss) for the period
237,611
188,133
646,155
595,059
4Profit/(loss) attributable to ordinary equity holders of the parent
236,164
187,245
641,272
591,827
5Basic earnings/(loss) per share (Subunit)
23.80
18.80
64.50
59.60
6Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
0.00








AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7
Net assets per share attributable to ordinary equity holders of the parent ($$)
4.6000
4.5900

Remarks :


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