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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 2011-7-7 12:08 | 显示全部楼层
派息激励 国油贸易弹84仙

2011/07/07 11:33:55 AM
●南洋商报

(吉隆坡6日讯)自从国油贸易(PetDag,5681,主板贸服股)宣布派发股息后,股价在今日劲弹84仙或5.15%。

受利好因素激励,该股在今早以16.44令吉报开,比昨日的16.32令吉闭市价上扬12仙或0.74%。

在投资者热烈追捧下,该股在闭市时冲至17.16令吉,写下全日最高点,总成交量为43万1900股。

国油贸易在日前发出文告,献议在截至今年3月财年,派发每股25仙特别股息以及每股35仙终期股息。

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发表于 2011-7-15 09:53 | 显示全部楼层
马来西亚版每日头条 – 14/07/11

国油项目将加强与土库曼斯坦之间的关系
国家石油公司(Petronas)设于土库曼斯坦Ki-yanly的天然气厂在最近开幕,后者是土库曼斯坦的第一家岸外天然气厂及在岸天然气终站。厂房拥有每日5亿标准立方呎的产能,它是国油在全球最大的油气业务投资之一。自1996年7月至今,公司已投资了50亿美元为土库曼斯坦的贸易、经济、能源、社会责任、教育及能力做出贡献,因此国油在拉近土库曼斯坦与大马之间的关系扮演着非常重要的角色。

启示:国油在土库曼斯坦的庞大投资将为两国之间未来的合作铺路,大马及土库曼斯坦的天然气蕴含量分别为全球第10及第4大。
http://www.sharesinv.com/zh/articles/24807/

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发表于 2011-7-25 20:43 | 显示全部楼层
柏力賽石油 國油貿易受青睞

綜合而言,分析員給予油汽領域「增持」評級,並上修柏達納石油至「短線買進」,目標價格為1.60令吉。分析員指出,經濟轉型計劃接下來陸續頒布的合約項目,仍是油氣領域下一輪重新評估的催化劑。

分析員認為,柏達納石油股價1月至今重挫28%,跑輸大市幅度達到27%,不失為「趁低買進」的進場良機。連續7個季度蒙損後,最新跡象顯示,柏達納石油下半年可望迎來轉虧為盈。

至於後來追上的國油貿易與柏力賽石油,則備受分析員的青睞,皆給予「超越大市」的評級,目標價格分別為21.60令吉與1.60令吉。

分析員認為,業績表現出色的國油貿易,其股價更有重估的優勢。國油貿易管理層近期積極改善投資者關係,並加強該公司在2013年杪稅收優惠使用期限前,派發可觀股息的預期。

「我們喜歡國油貿易,即能領導液化石油氣及商業市場,也能從併購活動中收益。」

國油貿易邁向業者龍頭地位

倘若一切計劃順利,國油貿易未來3至5年將成為第一大石油產品的零售業者,並在5年內奠定潤滑油業務的龍頭地位。

此外,國油貿易也是RAPID計劃得益者之一,該計劃估計可帶來30萬桶的日產量,有助該公司減少依賴進口石油及液化天然氣,繼而提高賺幅表現。因此,分析員相信該股仍有大幅看漲空間。

至於市值較小的柏力賽石油,最大魅力是擁有誘人的廉價估值和龐大的看漲潛能。「該股2012與2013財政年本益比處在8倍的低位,無疑是我們油氣組合中最便宜的股項選擇。」

該股受低估,因為兩家新子公司的盈利貢獻尚未反映在股價上。該股距離分析員1.60令吉目標價,尚有106%的看漲空間,為油氣領域最高看漲股項首選。

http://www2.orientaldaily.com.my ... 55U0H8d7M402yMW54q8

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发表于 2011-7-27 15:12 | 显示全部楼层
Petronas: Sinopec JV not involved in bid      
  
KUALA LUMPUR: Petroliam  Nasional Bhd has clarified the Sinopec-Sabio- IODC group has not taken part in any of its prior processes in the development for marginal offshore oil field in Malaysia.

Petronas said on Wednesday, July 27 as part of the risk service contract (RSC) petroleum arrangement, the selection criteria was the local company must have a proven track record as an established oil and gas service provider, apart from being a listed entity.

The national oil company was clarifying news reports the Sinopec Petroleum Services Corp, Sabio Oil & Gas Sdn Bhd and International Oil Design & CONSTRUCTION [] Sdn Bhd (IODC) consortium was poised to be awarded a contract for the development of a marginal offshore oil field in Malaysia.

In its clarification, Petronas said it  was developing in phases a number of marginal offshore fields in Malaysia under the RSC arrangement.

It said that it had already completed a data review process with parties interested in the fields identified for the first phase of the development and has so far awarded a RSC for the Berantai field to the Petrofac-Kencana-Sapura partnership.

“While Petronas is extremely encouraged with the interest shown by various local and international industry players in the country’s marginal fields, the Sinopec-Sabio- IODC consortium has not taken part in any of our prior processes.

“In addition, as part of our selection criteria, any local company to be selected by foreign partners to participate in the RSC petroleum arrangement is required to have a proven track record as an established oil and gas service provider, apart from being a listed entity,” it said.

http://www.theedgemalaysia.com/b ... nvolved-in-bid.html

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发表于 2011-7-28 18:55 | 显示全部楼层
PetDag to focus on new ETP opportunities      

KUALA LUMPUR: Petronas Dagangan Berhad, domestic marketing arm of Petronas will concentrate on new opportunities via the government's ETP development projects.

Its chairman Datuk Wan Zulkiflee Wan Ariffin said there would be a lot of CONSTRUCTION [] activities that its commercial business was actively pursuing.

“Construction and diesel requirements will be high and roads bitumen is a market we are involved in,” he said.

He said that last year, Petronas Dagangan had made substantial growth in these markets and that it would continue to pursue these spinoffs that come out of the ETP projects.

http://www.theedgemalaysia.com/b ... -opportunities.html

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发表于 2011-7-28 18:56 | 显示全部楼层
Petronas Carigali discovers gas offshore Sabah     
  
KUALA LUMPUR: Petronas Carigali Sdn Bhd, the exploration and production arm of Petroliam Nasional Bhd (Petronas), has made two significant gas discoveries in the shallow water areas offshore west coast of Sabah.

In a statement today, Petronas said the first discovery was via the Zuhai East-1 well, which was located in the Samarang Asam Paya Block about 130km south-west of Kota Kinabalu.

"The current estimate of gas-initially-in-place is about 550 billion standard cu ft," it said.

Similar reservoirs in a nearby well about 5 km to the east of the Zuhai East discovery were tested to flow gas at a maximum rate of 21 million standard cu ft per day, it said.

Petronas Carigali is the sole equity holder of the production-sharing contract (PSC) of the Samarang Asam Paya Block.

It said the second discovery, at the Menggatal-1 well, was located in Block SB312, about 110km north-east of Kota Kinabalu.

"The Block SB312 PSC is a joint-venture between Petronas Carigali with 60 per cent equity and KUFPEC Malaysia (SB 312) Ltd, a subsidiary of Kuwait Foreign Petroleum Exploration Co, which holds the remaining interest," it said. – Bernama

http://www.theedgemalaysia.com/b ... offshore-sabah.html

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发表于 2011-7-28 22:19 | 显示全部楼层
Petronas: Sinopec-led consortium not involved in project     
  
KUALALUMPUR: Petroliam Nasional Bhd (Petronas) has clarified that the Sinopec-led consortium has not taken part in any of its prior processes in the development of marginal offshore oilfields in Malaysia.

There have been several recent reports that the China Petrochemical Corp (Sinopec) has formed a consortium with Sabio Oil and Gas Sdn Bhd (SOG), a unit of Sabio Technology Bhd, and International Oil Design and Construction Sdn Bhd (IODC), a unit of ODCC Group of Iran, to undertake the development of a Petronas marginal oilfield located off the coast of Terengganu.

According to a Bernama report, Sinopec will hold 40% in the consortium while SOG and IODC will each hold a 30% stake.

“While Petronas is extremely encouraged with the interest shown by various local and international industry players in the country’s marginal fields, the Sinopec-Sabio-IODC consortium has not taken part in any of our prior processes.

“In addition, as part of our selection criteria, any local company to be selected by foreign partners to participate in the risk service contract (RSC) petroleum arrangement is required to have a proven track record as an established oil and gas service provider, apart from being a listed entity,” Petronas said in a statement yesterday.

Sabio Technology has reportedly received the nod for a listing on Bursa Malaysia and is expected to release its prospectus soon.

Little is known about Sabio Technology’s business but research shows that it is an electronic contract manufacturing services provider and is in PVC manufacturing.

SOG executive chairman Datuk Seri Ahmad Sukimi Ibrahim is the president and managing director of Sukimi Group, an integrated petroleum corp.

According to its website, Sukimi Group is involved in the exploration and production of oil and gas, oil refining, marketing and distribution of petroleum products, trading, gas processing and liquefaction, gas transmission pipeline operation, marketing of liquefied natural gas, petrol chemical manufacturing and marketing, logistics and maritime and property investment.

Petronas has awarded only one RSC so far to a consortium that consists of Kencana Petroleum Bhd, SapuraCrest Petroleum Bhd and Petrofac Energy Development Sdn Bhd to develop the Berantai field, off the coast of Terengganu.

“Petronas is developing in phases a number of marginal offshore fields in Malaysia under a new RSC petroleum arrangement. We had already completed a data review process with parties interested in the fields identified for the first phase of the development and have so far awarded a RSC for the Berantai field to the Petrofac-Kencana-Sapura partnership,” Petronas said.

http://www.theedgemalaysia.com/i ... ved-in-project.html

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发表于 2011-7-29 11:12 | 显示全部楼层
馬石油探勘沙巴岸外 發現天然氣儲存
財經28/07/2011 17:22

(吉隆坡28日訊)馬石油(Petronas)旗下的馬石油探勘(Petronas Carigali)宣佈,在沙巴的西海岸淺水區發現2個顯著的天然氣儲存。

 馬石油探勘透過文告指出,第一個發現是在沙巴亞庇130公里外的西南部,剛好落在Samarang Asam Paya油田,目前估計有5500億標準立方尺的儲存量。

 第二個發現則在亞庇110公里外的東北部,落在SB312油田,目前估計有6500億標準立方尺的儲存量。

 馬石油探勘是Samarang Asam Paya油田獨家生產共享合約商(PSC);SB312油田的生產共享合約,則由馬石油探勘和大馬KUFPEC公司聯營。

http://www.chinapress.com.my/node/238031

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发表于 2011-7-29 18:04 | 显示全部楼层
Petronas Dagangan keen on Shell’s LPG business      
  
KUALA LUMPUR: Petronas Dagangan Bhd (PDB) is keen on buying Royal Dutch Shell plc’s liquefied petroleum gas (LPG) business in Sabah that is up for sale.

“We are interested in acquiring the facilities,” said PDB chairman Datuk Wan Zulkiflee Wan Ariffin when asked about Shell’s divestment. However, he declined to elaborate on the matter.

Shell announced in May that the refining company had confirmed talks regarding the sale of its downstream LPG business. Its managing director Rozano Saad said the company would make an announcement once a buyer had been decided.

PDB has a total LPG sale of 1.4 billion litres annually. The volume is mainly contributed by the high sales of its cylinders driven by aggressive marketing and enhanced consumer services. PDB commands the lion’s share of 50.7% of the local LPG market.

CIMB Research said it was not surprised that PDB would acquire the LPG facility in Sabah with recent rumours of Shell exiting the northern region.


(From left) Petronas Dagangan Bhd MD Amir Hamzah Azizan, Wan Zulkiflee and CFO Rozaini Mohd Sani during the company AGM yesterday.
CIMB analyst attributed the recent share price climb to the company’s good dividend payout and earnings.

PDB stock closed at RM17.84 at its historical high level, reaching an intra-day high of RM18.10 on volume of 962,500 shares traded yesterday.

http://www.theedgemalaysia.com/i ... s-lpg-business.html

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发表于 2011-7-30 13:35 | 显示全部楼层
国油贸易: 年资本开销4亿 国油加油站要破千
国油贸易(PetDag,5681,主板贸服股)未来三至五年内,将继续平均每年拨出约4亿令吉的资本开销,增添30至50间加油站。

届时,国油加油站数量将破千间。

国油贸易目前共拥有959间加油站,并策略性规划地扩展其加油站网络,继续巩固其在国内石油市场的主要零售业者。

每年4亿开销
国油贸易总执行长阿米尔韩占在集团常年股东大会后向媒体指出,集团每年4亿令吉的资本开销,主要将用于零售网络的扩展,以及提升现有的设备和加油站等。

至于新加油站的开设地点,他指出,集团旗下的加油站已遍布全马各地,因此不会锁定在任何特定的地区,不过,则会以那些新开发的房屋地区和新建的交通路线为主。

但他强调只是那些策略性地点可带来可观的回酬,公司就会优先考虑这些地段。

探ETP商机
阿米尔韩占指出,国油贸易的业绩出色,并将会继续扩展业务,以及一直留意着任何资产收购的可能性。

集团季度业绩表现,可继续通过高销售量和高赚幅,支撑着出色的业绩。

国油贸易也将继续探讨政府经济转型计划(ETP)和第十大马计划创造的新商机,国油贸易主席拿督旺祖基菲表示,这些转型计划涉及许多的建筑工程,这或将推高对柴油和汽油等的需求,让集团受益其中。

阿米尔韩占也相信母公司国家石油(Petronas)的精炼和石化综合发展计划(RAPID),或可让集团的长期表现中受惠。

另一方面,国油贸易的液化石油气(LPG)继续成为国内市场率最高的煤气商,达 50.7%

集团也正积极通过创新和便利的服务,提升行销管道,如允许客户在50家国油服务加油站下单订购LPG媒气。

南洋网

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发表于 2011-8-2 12:50 | 显示全部楼层
國油貿易: 5年內欲超越蜆殼
成為全馬最大零售汽油業者


國油貿易(PETDAG, 5681, 主板貿服組)計劃未來5年內大量投資在零售業務,放眼將現有950家添油站擴大至1千200家,超越蜆殼石油(SHELL, 4324, 主板工業產品組),成為全馬最大零售汽油業者。

公司董事經理兼首席執行員阿米爾漢沙指出,公司目前在大馬零售汽油領域享有32%市佔率,但希望透過每年新增30至50家油站的拓展方式,在3至5年內搶佔40%市佔率。

立志做老大

國油貿易零售汽油業務規模,目前在國內排名第二,僅屈居蜆殼之後。

“除了增加油站數量,我們也會盡力提昇現有油站的服務素質,包括加強基本設備、Mesra便利店產品種類、及繼續研發新產品等。”

他表示,非汽油零售業務售價及貢獻率近年來逐步走高,進一步帶動整體賺幅上揚,尤其Mesra便利店日均銷售額,更在2010年按年取得9%成長,因此,強化非汽油零售業務,也是公司未來拓展焦點之一。

每年資本開銷2.5億至4億

“公司每年會撥出2億5千萬至4億令吉資本開銷,其中大部份供零售業務使用;除了用於現有油站的提昇活動外,也提供給興建新油站等拓展目的。”

國油貿易旗下4大業務當中,零售汽油是公司淨利的主要驅動因素,在2010年貢獻約50%淨賺益,餘下3項核心業務包括了商用汽油、天然氣及潤滑油業務。

提供品質服務
鞏固地位


全球及本地經濟走勢穩定,帶動航空業活動持續攀升,國油貿易旗下商用燃油業務表現也因此受益;阿米爾說,航空用途燃油銷量及售價齊齊走揚,是商用燃油銷售額得以在2010年取得16.6%成長的關鍵因素。

該公司商用燃油業務在國內霸佔超過60%市佔率,為2010年淨賺益作出30.5%貢獻。

“我們目前應該做的,是繼續透過高品質服務及擴大銷售網,鞏固並加強我們在國內的領先地位,同時設法強化供給過程效率,降低整體成本。”

至於同樣在國內市場領航的液化石油氣業務,也在該公司行銷活動和高客服效率協助下,呈現穩定成長走勢,12及14公斤裝煤氣銷量更因居家需求持續揚升,在2010年寫下11億公升銷量。

有鑑於此,該公司計劃重新啟動柔佛巴西古當液化石油氣工廠,更有效迎合南馬市場需求;阿米爾補充,儘管公司在國內已享有極廣的滲透範圍,但會繼續發掘並開拓新市場,此外,隨時監督營運的流暢性及成本情況,亦是公司特別注重的層面。

今年或再大方派息

國油貿易在最新出爐的第四季業績中,大方宣佈派發每股60仙終期股息,其中包括35仙特別股息,將全年派息額推高至1令吉,讓股東大感驚喜。

分析員更預測,鑒於該公司仍持有10億令吉在手,加上運作活動營造大量現金流,今年可能會再次大手筆派息。

不過,阿米爾對此強調,公司僅能確保繼續維持60至65%派息率,盡最大努力回饋股東,卻無法保證何時會再次派發特別股息。

詢及政府合理化汽油津貼對業務的影響,阿米爾表示,只有當每公升油價調高70仙,市場才會傾向共車、乘搭公共交通或使用小型交通工具,對汽油的需求才可能顯著減少,進而對公司業務造成衝擊。

“隨近期RON97汽油價格調漲,市場對這類型汽油的需求確實出現下滑,但整體表現仍受豪華轎車支撐,而且,一些消費者只是將需求轉向其他種類汽油,並非完全不用;目前為止,市場對汽油的需求依然殷切。”

(星洲日報/投資致富‧企業故事)

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发表于 2011-8-5 20:52 | 显示全部楼层
馬石油與4公司合作
每年培訓1200名學生

財經05/08/2011 17:16 Share  轉寄 列印 字体:.Send to friend

 (吉隆坡5日訊)馬石油(Petronas)與4家本地和外國油氣公司合作培訓年輕專才,填補該領域的人才空缺,每年將有1200名馬石油科技大學學生,親身到岸外油田和油氣提煉廠學習。

 今日和馬石油簽署諒解備忘錄的四家公司包括沙布拉克利絲(SAPCRES,8575,主要板貿易)、肯油企業(KENCANA,5122,主要板貿易)、美國油氣公司Baker Hughes和法國公司Technip。

 馬石油人力資源管理副總裁珠尼華蒂指出,人才流失情況嚴重,加上新血補充速度緩慢,專才培訓迫在眉睫,其他油氣的參與為該領域新鮮人提供更大的學習平台,有助解決青黃不接問題。

 她今日在諒解備忘錄簽署儀式后的記者會上,發表上述。

 列席者包括Baker Hughes亞太區域市場副總裁黃世興、肯油企業執行董事阿茲米依斯邁、沙布拉克利絲人力資源董事莫哈末末默哈及Technip大馬董事經理兼亞太區資深副總裁布斯巴拉南。

 這5家公司將就聯合研究發展、員工培訓、資訊共享、贊助、學生實習與學習設施、兼任講師計劃、研究生培訓,及技術人員訓練領域,進行合作。

 相關培訓計劃將在馬石油管理訓練中心、馬石油科技大學、馬石油科技研究機構和大馬海事學院進行。

 珠尼華蒂指出,馬石油科技大學規定學生在第三學期必須到馬石油進行7個月的培訓,馬石油在過去已和這些公司就學生實習一事合作,是次協議簽署是將培訓計劃擴大至更廣層面,包括員工培訓。 其他培訓計劃還包括為期6個月的技術與廠房營運培訓、現有員工領袖培訓計劃(馬石油管理學院),及岸外實習計劃(大馬海事學院)。

http://www.chinapress.com.my/node/240233

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发表于 2011-8-10 18:08 | 显示全部楼层
Petronas Dagangan posts RM208.73m net profit, declares 15c dividend      

KUALA LUMPUR: PETRONAS DAGANGAN BHD [] posted net profit RM208.73 million on the back of revenue RM7.54 billion for the three months ended June 30, 2011.

Earnings per share was 21 sen while net assets per share was RM5.04.

The company declared a gross interim dividend of 15 sen per share for the three months ended June 30,  totaling RM111.76 million, payable on Sept 22.

The company had on March 2 this year announced the change of its financial year end from March 31 to Dec 31 beginning from April 2011, resulting in no equivalent comparative quarters.

Commenting on its prospects, Petronas Dagangan said on Wednesday, Aug 10 that market demand conditions remain challenging due to the slowdown in economic growth and rising inflation rates.

However market leadership will continue to be maintained with continuous strategic marketing efforts and initiatives, it said.

The company said efforts to improve margin would continue through cost optimisation and operational efficiency initiatives.

“Profits for the current year will be lower due to the 9-month financial period arising from the change in financial year end to 31 December beginning from April 2011.

“The profits may be impacted by fluctuations in international oil price, petroleum product costing and global economy,” it said.

http://www.theedgemalaysia.com/b ... -15c-dividend-.html

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发表于 2011-8-11 09:37 | 显示全部楼层
CIMB Research keeps Outperform on Petronas Dagangan     

KUALA LUMPUR: CIMB Equities Research is maintaining its Outperform on PETRONAS DAGANGAN BHD [] with the potential share price trigger being leadership of the retail and lubricant segments.

It said on Thursday, Aug 11 that PetDag’s  1Q net profit accounted for 21% of its FY3/12 forecast and consensus estimates.

“We consider the performance to be largely in line as we anticipate a stronger showing in the remaining quarters,” it said.

CIMB Research said the interim DPS of 15 sen also met expectations. It maintains its forecasts but introduces proforma numbers for the 12 months ending December 2011 in view of PetDag’s change of financial year-end from March to December.

“Our target price is unchanged at RM21.60 as we continue to value the stock at a 40% premium over our 14.5x target market P/E to reflect its earnings visibility and growing appeal as a growth and dividend play. The stock remains an OUTPERFORM, with the potential share price trigger being leadership of the retail and lubricant segments,” it said.

http://www.theedgemalaysia.com/b ... ronas-dagangan.html

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发表于 2011-8-11 18:10 | 显示全部楼层
Petronas Dagangan 1Q net up 4.5%     
  
KUALA LUMPUR: Petronas Dagangan Bhd (PDB) posted a 4.5% increase in net profit for its 1QFY11 ended June 30 to RM208.73 million from RM199.67 million a year ago, driven by higher sales although margins declined.

Revenue increased by a larger margin of 38.2% to RM7.54 billion from RM5.46 billion last year. Earnings per share for the quarter was 21 sen compared with 20.1 sen last year.

In a statement yesterday, PDB attributed the stronger financial performance to the higher average selling price of products coupled with a steady increase in sales volume.

“PDB  has had a good start to the year, registering a record first-quarter sales volume over the last three years driven by consistent growth in all four of our core business divisions namely retail, commercial, LPG (liquefied petroleum gas) and lubricants,” said managing director and CEO Amir Hamzah Azizan.

Amir said the introduction of the new fuel in April this year had driven up volume on the retail front while higher industrial activities contributed further to commercial business volumes.

PDB said its cash balances as at June 30 this year were reduced to RM906.7 million from RM1,026.2 million on March 30 due to the increase in investing activities. The board has recommended an interim dividend of 15 sen per ordinary share less 25% tax for the first financial quarter amounting to RM111.7 million.

Amir cautioned that going forward, profits may be adversely affected due to possible fluctuations in the international oil price, petroleum product costs and the global economy.

PDB faces a shorter financial year for 2011, as the company aligns its financial calendar year with the Petronas Group to end at Dec 31 from March 31 previously, effectively resulting in a nine-month period (April 1 to Dec 31) for FY11.

PDB shares gained 10 sen to RM16.54 yesterday.

http://www.theedgemalaysia.com/i ... n-1q-net-up-45.html

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发表于 2011-8-12 13:16 | 显示全部楼层
大銷售走強‧國油貿易3個月賺2.09億
大馬財經 2011-08-11 13:53
(吉隆坡10日訊)在產品平均銷售價高企及銷售走強帶動下,國油貿易(PETDAG, 5681, 主板貿服組)截至2011年6月30日,3個月淨利寫下2億零872萬8千令吉。

從4月1至6月30日止3個月的營業額則高達75億3千992萬7千令吉。

派息15仙

該公司建議派發15仙中期股息。

國油貿易發表文告指出,由於財政年將從4月30日改至12月31日,因此現財政年只有9個月,盈利將相對較低。

管理層指出,市場需求維持挑戰性,但公司仍持續取得領先地位,惟接下來的盈利將受國際油價、石油產品及全球經濟波動影響。(星洲日報/財經)

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发表于 2011-8-12 22:59 | 显示全部楼层
業績符預測‧市佔擴大‧國油貿易可望重估
業績評論 2011-08-12 19:11

(吉隆坡12日訊)國油貿易(PETDAG, 5681, 主板貿服組)最新次季業績符合市場預測,預料未來推動業務表現的催化因素,將是在旗下零售及潤滑油領域推向領導地位優勢,以及旗下產品及服務進一步延伸至東馬市場。

聯昌研究表示,該公司在液化天然氣及商業領域佔領導地位,惟在零售及潤滑油領域,仍然落在蜆殼石油(SHELL, 4324, 主板工業產品組)之後。

國油貿易管理層立下目標,3至5年裡成為領導者,以及5年後成為潤滑油領域的市場“老大”,將是其股價重估催化因素。

該公司偏高的6%週息率,在本地油氣業高居榜首,並是區域業者派息第四高的油氣股。該公司尚有一筆稅務信貸優惠,預料會在2013財政年的截止日期前加以善用。該研究保持對它的財測。

達證券表示,營運層面而言,該公司已攫取交易成果,包括節省成本及加強賺幅等。而未來焦點成長將落在提昇產品市場佔有率,如利潤丰厚的潤滑油領域,以及將產品及服務伸展至東馬市場等。

隨著次季業績符合預測,達證券將2012財政年淨利預測調高6.6%至9億1千730萬令吉,以及2012年為10億2千零40萬令吉,主要是預期航空及商業領域將有更高盈利貢獻。

其他吸引人優點,是其資產負債表強勁、業務模式良好及高息股。第二季淨利為2億零870萬令吉,符合市場預測。

MIDF研究表示,全年每股股息料達82仙目標。截至2011年6月止,該公司手握8億6千萬令吉現金。它在新的第二吉隆坡國際機場的燃油消防系統計劃料2012年4月完成,將進一步提昇業務成長。

http://biz.sinchew-i.com/node/50538

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发表于 2011-8-15 13:57 | 显示全部楼层
今日热股:上升股 国油贸易 RM16.79受阻
2011-08-13 12:31

国油贸易(PETDAG,5681,主板贸服股)闭市时报16.78令吉,起24仙或1.5%,成交量有149万2400股。该公司宣布派息目标,将把55%的净利当股息派发。

技术点评:

国油贸易的股价趋势于闭市时以16.78令吉高收,按日涨24仙或1.45%。它于昨日间的交投趋势于高开后进入一段反弹走势。短期上升阻力料会处于16.79 – 16.99令吉水平间。


12/8/11行情

闭市:16.78令吉

起落:+24仙

最高:16.84令吉

最低:16.58令吉

成交量:14924宗

本益比:79.905倍

毛周息率:0.894%

52周最高:18.90令吉

52周最低:8.71令吉

http://www.nanyang.com/node/375717?tid=704

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发表于 2011-8-16 12:55 | 显示全部楼层
国油即将颁发 第二个小型油田开发合约
2011-08-16 11:15

(吉隆坡15日讯)国家石油公司(Petronas)预料将很快宣布,颁发第二个小型油田的开发合约。

根据《商业时报》报导,国油发言人说:“我们目前正在敲定第二份石油发展风险服务合约(RSC),并将在适当的时候公布。”

不过,该发言人并未透露涉及油田的相关详情。

早在今年1月,国油曾表示将在4月份颁发两个小型油田开发合约。惟截至目前,仅有一份石油发展风险服务合约被释出,即由肯油企业(Kencana,5122,主板贸服股)、沙布拉石油(Sapcrest,8575,主板贸服股)和Pettrofac有限公司组成的联营公司发展Berantai小型油田。

值得关注的是,布米阿马达(Armada,5210,主板贸服股)在上月上市马交所时的招股书曾提及,获得一项为Sepat油田的浮式储卸油船(FSO)合约,此合约被认为是大马政府经济转型执行方案(ETP)底下的首个小型油田开发项目。

拥106小型油田

针对上述事项,国油发言人澄清,Sepat油田是在生产共享合约(Production Sharing Contract)底下、由国油勘探私人有限公司(Petronas Carigali Sdn. Bhd.)营
运的油田。

国油勘探是在去年12月颁发Sepat油田的设计、采购、加工及营运(EPCC)工程合约予Pettrofac,而后者接下来则才把浮式储卸油船合约授予布米阿马达。

根据国油的资料,我国共有106个小型油田,涵盖5亿8000桶石油。

http://www.nanyang.com/node/376355?tid=462

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发表于 2011-8-22 20:05 | 显示全部楼层
馬石油貿易 至今升值49%
財經22/08/2011 17:38

(吉隆坡22日訊)馬股內今年股價表現最好的馬石油貿易(PETDAG,5681,主要板貿易),在成功涉足首個海外市場印尼后,計劃陸續在東南亞大展拳腳。

 截至早盤休市,該股報平盤至17.40令吉,以此計算今年至今,馬石油貿易股價已揚升了49%,為馬股內表現最出色的股項,甚至跑贏已下跌2.9%的富馬隆綜指。

 閉市時,馬石油貿易報17.30令吉,跌10仙,成交量69萬1500股。

 該公司董事經理兼總執行長阿米爾韓沙接受“彭博社”訪問時指出,一直都在尋找收購良機,尤其對菲律賓及泰國的油氣產品市場特別感興趣。

 馬石油貿易截至6月底,持有約9億令吉的現金。目前在我國共有960間油站,冀年底前可增加多30間。

 阿米爾韓沙有信心,可維持新的派息政策55%,因此也無需等到年底才公佈新派息政策

http://www.chinapress.com.my/node/245026

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