【PERDANA 7108 交流专区】柏达纳

samwoon

不用怕我爸骗我啦～
他骗我钱做么？？？
他的股都多过我啊

soocp

dude, 你几岁开始玩股？？ 都赚了 12 千？？？ wtf....

btw, Dialog can buy ^^

samwoon

回复 16# soocp


    没有啦～～
这些是我存的～～

阿水哥

這些股對我來說都很貴下。


PERISAI 可以嗎？
no3no4 发表于 7-3-2011 09:46 AM

Perisai petroleum 飞了，你有买吗？

Petra也起步了

hamajlin

你好会存钱哦。。。15 岁， 我有几百块而已

no3no4

Perisai petroleum 飞了，你有买吗？

Petra也起步了
阿水哥 发表于 8-3-2011 20:03

    我一直在觀察，錯失了機會（怪自己太小心）

今天上午狀態不是很好， 多數汽油股都是小跌。。

PERISAI 還在 升中。。

samwoon

回复 19# hamajlin


    我有做小生意～
小小我就会存钱了的

soocp

回复 21# samwoon


   Dialog 起飞了，你进场了吗？？？几毛？
你做什么小生意？？

阿水哥

我一直在觀察，錯失了機會（怪自己太小心）

今天上午狀態不是很好， 多數汽油股都是小跌。。
...
no3no4 发表于 10-3-2011 10:02 AM

    现在还是機會啊，买了然后放它3 到 6 个月等飞。。。

samwoon

回复 22# soocp


   我老爸去中国了～
没有买到～·><

阿水哥

O&G investors brush off 4Q losses         
Written by Yong Min Wei   
Friday, 11 March 2011 14:34

KUALA LUMPUR: It is a case of “Oil’s well that ends well”. Investors and oil and gas (O&G) companies alike are looking past the sector’s dismal fourth quarter (4Q) 2010 results, and are optimistic of much brighter prospects ahead as the sector benefits from a slew of billion-ringgit contracts and positive newsflow.  

Crude oil prices are trading near three-year highs, but there was a major divergence with the financial performance of O&G stocks in the latest quarter.

Many companies, including Tanjung Offshore Bhd, Petra Perdana Bhd and Alam Maritim Bhd, posted losses for 4Q10. Most of these losses were due to one-off items or low charter and utilisation rates for marine vessels due to an overcapacity of ships.

However, analysts do not expect these losses to recur, and are bullish on the sector’s outlook given expectations of a pick-up in projects and initiatives under the Economic Transformation Programme (ETP).

Indeed, the positive outlook is spurring further gains for O&G stocks, which had taken a breather for much of 2011 after a rally last year following the ETP’s unveiling. The most recent re-rating catalysts include crude oil’s rally to over US$100 (RM304) per barrel and Petroliam Nasional Bhd’s (Petronas) announcement to spend RM250 billion in capital expenditure (capex) over the next five years.

With the slew of O&G projects initiated by the ETP that has been unveiled or still in the pipeline, the outlook for the sector is anticipated to be bright as O&G players be it downstream, upstream or service providers are likely to be part of the growth and opportunities coming from the projects.

In January, Prime Minister Datuk Seri Najib Razak indicated that more than RM20 billion would be invested in the oil, gas and energy National Key Economic Areas (NKEA) via four entry-point projects (EPPs) and developments. He announced that ExxonMobil Exploration and Production Malaysia Inc, in conjunction with its production-sharing contract partner, Petronas Carigali Sdn Bhd, would invest RM10 billion in new oil and gas assets to help ensure reliable and sustainable energy supplied in the country. The premier also said Shell Malaysia would invest RM5.1 billion in multiple projects to upgrade or build facilities in upstream, midstream and downstream activities.

On Tuesday, Najib announced that RG Gas and Chemicals Sdn Bhd was set to invest RM1 billion over three years in an integrated oil and gas hub on Pulau Daat, Labuan.

A number of research houses have an “overweight” call on the O&G sector as key beneficiaries are expected to be in for a solid year and likely to post massive earnings in the near future in line with the billions of ringgit to be poured into the projects.

AmResearch maintained its “overweight” view on the O&G sector with the top buys being Malaysia Marine and Heavy Engineering Holdings Bhd (MHB) and SapuraCrest Petroleum Bhd.

In a recent note, it said RG Gas and Chemicals’ plan to invest RM3 billion over the next 10 years to build an integrated O&G hub on Pulau Daat, adding that the hub would provide land-based logistics and support services such as tank farms, oil terminals, container yards, fabrication yards as well as complement marine support logistics in Labuan.

AmResearch noted the project would be implemented in four phases with the earthworks of the first phase expected to be completed by year-end. It said the first phase, comprising a 300,000 cu m storage tank terminal costing RM500 million was expected to be completed by end-2012 or early 2013.

“We expect fabricators such as Dialog Group Bhd, Kencana Petroleum Bhd and KNM Group Bhd to bid for portions of this proposed long-term project,” it added.

However, AmResearch also said construction companies operating in East Malaysia might also be bidding for this project, which involved infrastructural and civil works similar to the recent award of the Sabah Oil & Gas Terminal project in Kimanis to the Naim Holdings-Samsung Engineering joint venture.

Meanwhile, O&G players that posted losses in 4Q10 ended Dec 31 such as Tanjung Offshore, Alam Maritim and Petra Perdana could benefit from Petronas’ capex plan and ETP projects which were likely to see an increase in drilling activities and more new offshore support vessels.

Tanjung posted a net loss of RM116,000 in 4Q10 while Alam Maritim and Petra Perdana registered net losses of RM49.61 million and RM18.34 million respectively in the same quarter.

Alam Maritim said in notes accompanying its results that losses in 4Q10 were mainly due to higher other operating expenses as a result of provision for doubtful debts, lower contribution margin from Underwater Services & OIC segment and lower share of profit of jointly controlled entities.

The group has however said in was confident of sustaining its business operations with the expectation that demand for O&G support services in Malaysia would remain healthy. It would continue to invest in strategic assets that were viable to generate good returns in the long run.

As for Petra Perdana, it noted 4Q10 losses were mainly attributable to increase in lease rental from the new deliveries of vessels financed via sale and leaseback arrangement as well as lower charter rates resulted from the slowdown in regional drilling activities. They were also due to impairment loss on property, plant and equipment of RM3 million and impairment loss on receivables of RM4.7 million.

The group nevertheless expects a pick-up in activities in the O&G industry with effects from showing from 2011 onwards in increased demand for offshore support services.

Petra Perdana also anticipates an improvement in charter rates and vessel utilisation of its fleet. It has almost completed its fleet renewal programme with 13 new vessels having been delivered and the final three vessels expected to be delivered in 2011 to bring the total to 26 vessels.

Like the companies, investors have also put the dismal results behind them.

Despite posting losses in 4Q10, the three stocks have continued to advance on Wednesday with Tanjung rising five sen or 3.5% to RM1.47, Alam Maritim 2.7% or 2.5 sen to 96 sen and Petra Perdana five sen or 5.4% to 98 sen. Tanjung and Alam Maritim are trading above their net assets per share of RM1.26 and 60 sen respectively as at Dec 31 while Petra Perdana is below its net assets per share of RM1.12.

However, the three stocks seemed to have loss some steam yesterday with Tanjung closing at RM1.42, Alam Maritim 94.5 sen and Petra Perdana 95.5 sen. ear-to-date, they have contracted 9.5%, 4.5% and 9.9% respectively.

Petronas Chemicals Group Bhd notched one of the biggest gains on the exchange on Wednesday after it was upgraded by several research houses. The counter rose 25 sen to close at RM6.70 with turnover of 50.01 million units after hitting a 52-week high of RM6.83. Petronas Chemicals added a marginal two sen yesterday to close at RM6.72. It has climbed 21.7% year-to-date.

MHB was also among the top gainers on Wednesday adding 22 sen to end the day at RM6.66. It also traded to a 52-week high of RM6.78. It extended its gain yesterday to close four sen higher at RM6.70, thus growing 13.6% year-to-date.

O&G players had mixed performance on the Bursa Malaysia yesterday with KNM shedding five sen to RM2.80, Dialog declining six sen to RM2.30, Kencana slipping four sen to RM2.59 and SapuraCrest dropping 10 sen to RM3.57. Others such as Perisai Petroleum Teknologi Bhd rose 3.5 sen to 65 sen while Borneo Oil Bhd climbed six sen to 55 sen.

Dialog, Kencana and SapuraCrest have year-to-date risen 28.5%, 7.5% and 15.2% respectively while KNM contracted 1.4%.


This article appeared in The Edge Financial Daily, March 11, 2011.

GatGat

DIALOG是一支好股..我的 "第一次" 就是给了它. 劲~!

阿水哥

我也给了她一次。。

现在追Petra了。。。

samwoon

回复 27# 阿水哥

petra什么股？？

阿水哥

回复  阿水哥

petra什么股？？
samwoon 发表于 12-3-2011 05:12 PM

   THE PETRA PERDANA GROUP                                                         OF COMPANIES through sustainable development                                                         practices aspires to be the leading provider of                                                         Offshore Marine and Integrated Brown Field Services                                                         for the upstream oil & gas industry.
                                                       
                                                        In realizing our Vision, we work closely to                                                         synergize our core competencies, optimize our                                                         offshore marine and brown field assets and most                                                         importantly, recognize human capital contributions.

http://www.petra.com.my/home.htm

samwoon

回复 29# 阿水哥


    还可以追噢？？？
他的公司是PETRA ENERGY BHD？？？

阿水哥

回复  阿水哥


    还可以追噢？？？
他的公司是PETRA ENERGY BHD？？？
samwoon 发表于 24-3-2011 10:02 PM

    Petra Energy 是 Petra Perdana (7108) 的子公司。 Petra Perdana 拥有29.6% Petra Energy equity.
    现在 是 RM 0.935，是可以追的，认为会上到1.3X 。 O &Ｇ　industry 未来几年会有不错的贡献～

samwoon

回复 31# 阿水哥


    本来要买dialog的～～但是现在起高了～很难追了～
在看着怎样先～

阿水哥

回复 32# samwoon


    Dialog 高了，看好Petra。。。

samwoon

回复 33# 阿水哥


    比如现在进13张会冒险吗？