【SAPCRES 8575 交流专区】沙布拉石油

ThunderS

回复 8# eackie


    那恭喜了 。 你认为会起到那个价位 ？

etking

终于给我等到了，我之前买了13 lot , 去年卖了 3 lot ，现在还有 10 lot . 我的本钱 rm 1.20 / lot 。 哈哈 ...
eackie 发表于 2-6-2011 11:53 PM

   1。2？我2年前买的时候就1。6了，你收几年鸟？

eackie

回复 10# etking


    我大慨记得是两三年前买的。

eackie

回复 10# ThunderS


    10 Q ， 因为这只是政资股，大选就要到了，所以政府应该会在这只股拿钱，还会在起的。不应该那么快放先。

etking

回复  etking


    我大慨记得是两三年前买的。
eackie 发表于 4-6-2011 12:01 AM

厉害厉害，佩服佩服

chris008

在 the edge malaysia

ECM Libra maintains Buy on SapuraCrest

KUALA LUMPUR: ECM Libra Research has maintained its Buy call on SapuraCrest Petroleum with a with view to upgrade its target price after the company announced on June 1 that it was taking a 50% interest in Labuan Shipyard that gives it foot into the fabrication industry.

“Pegging a 18x P/E multiple (based on +1 standard deviation to 1-year rolling forward average PE) to our CY11 EPS (23.4 sen) derives our TP of RM4.20.

“We continue to be positive on the group given their RM8.6 billion orderbook and as such, solid earnings visibility going until FY13.

“Other positive news for the group that has yet to be formally announced is the purchase of 2 more derrick pipe lay barges to add to their current fleet of 3. Also, they are participating in a Petrobras tender that (if they win) may require them to build an additional vessel in Brazil to carry out the long term contract,” it said in a note June 2.

http://www.theedgemalaysia.com/b ... on-sapuracrest.html

chris008

还有
SapuraCrest stomping the yard in Labuan

SapuraCrest Petroleum Bhd
(June 2, RM4.05)
Maintain outperform at RM3.93 with target price of RM5.12: On Wednesday, SapuraCrest announced that it has signed an agreement with Realmild Sdn Bhd and Labuan Shipyard & Engineering Sdn Bhd (LSE) to subscribe to a 50% stake in LSE. The yard is sited on 13ha of land within the port of Victoria Harbour in Labuan with deepwater access. Its annual capacity is 36,000 tonnes.

Although it is positive, the announcement did not come as a surprise. In an update on Oct 21, 2010, following our US roadshow with management, we wrote that mergers and acqusitions might be on the cards and that a venture into the oil and gas fabrication segment would make the most commercial sense, especially if the company plans to add new drilling rigs and/or pipelay barges to its fleet. All the existing rigs and barges were built by fabricators in Europe and Asia.

We take a favourable view of the acquisition as it could help expand SapuraCrest’s local and regional presence and fast-track its bottom line growth. We are also encouraged that the new business is oil and gas-related and involves a promising segment that SapuraCrest does not have exposure to. The company currently operates in the drilling, installation of pipelines and facilities and marine services segments.

SapuraCrest paid RM25 million for the 50% stake in LSE, which we understand has broken even following a rough patch in recent years. The remaining 50% stake is held by Umno-linked Realmild, which had been leasing the yard from the Ministry of Finance (MoF) for a reported RM7 million per year. We believe SapuraCrest and Realmild will now jointly lease the yard from the MoF. We understand that LSE has a modest order book of around RM250 million, which SapuraCrest hopes to expand over the next 12 months. Already, Petra Energy Bhd has indicated its interest in using the yard’s facility for minor fabrication works. Petra Energy and LSE were to sign the agreement yesterday at the 13th Asian Oil, Gas and Petrochemical Engineering Exhibition at the Kuala Lumpur Convention Centre. Petra Energy executive director and CEO Kamarul Baharin Albakri was quoted as saying that the yard was selected for its strategic location and proximity to oil production facilities in Sabah.

SapuraCrest’s move into fabrication is not a threat to Kencana Petroleum Bhd, which operates a fully-equipped yard in Lumut. Given the low level of activities at the LSE yard in recent years, SapuraCrest’s management expects the yard to be fully developed in three years. With its 13ha yard and RM250 million jobs in hand, LSE is currently not batting in the same league as Kencana, which has a yard sprawling 89ha and an order book of RM1.5 billion.

Pending substantial new orders at the LSE yard, we maintain our forecasts and target price of RM5.12. We continue to value SapuraCrest at a 40% premium over our 14.5 times target market price-earnings ratio given its marginal field venture and superior growth. The stock remains an “outperform” and our top oil and gas pick in view of the potential catalysts of this new venture, more marginal field work and fleet expansion.

On Jan 31, a consortium comprising Petrofac (Malaysia) Sdn Bhd (50%), SapuraCrest (25%) and Kencana (25%) secured the nine-year, US$800 million (RM2.4 billion) Berantai marginal field contract. SapuraCrest’s transport and installation works are being executed as scheduled, helped by its in-house pipelay barges. Results for 1HFY12 should include a maiden contribution from the project. — CIMB Research, June 2

http

ThunderS

回复 11# eackie


    我认为 4.50 就好放了 。 你认为呢 ？

eackie

回复 12# ThunderS


   其实我之前也有想过在 4.50左右要放了它，但是最近看到它无声无声的起，而且大选要将近了，我看大概会去到5.00左右的。

eackie

回复 12# etking


   10Q ,

ThunderS

回复 13# eackie


    我也希望能到 5.0  

chris008

SAPURACREST, 再次创新高！
油气股！已经来了！
加油！

chris008

SAPURACREST, 再次创新高！4.28
油气股！已经来了！
加油！加油！
Attack SAPCRES-CB ! GOGOGO

chris008

Post by nexttrade.blogspot

Thursday, June 09, 2011

Sapcres may have a bullish breakout
Sapcres broke above the line connecting its high for the past 8 years at RM4.10 this morning. On the daily chart, it looks like a breakout looks above a 'rising wedge' formation (see Chart 1). The volume is still moderate & not very convincing. If this breakout is the real deal, it could be the start of a big rally for this stock.

From the monthly chart below (Chart 2), we can see that the last time Sapcres had a bullish breakout (above its downtrend line, either R1-R1 or R3-R3), it put in an upward move equivalent to the distance between the previous low to the breakout level (denoted as 'a'). If the current breakout morphs into a full-blown rally and Sapcres were to put in a rise equivalent to the distance between the recent low to the breakout level, Sapcres could potentially go as high as RM6.00-8.00. The tricky part is determining the breakout level? Did the stock breakout above the overhead line at RM4.10 (based on the line, RR) or RM2.80 (based on the line, R-R2)? I think we can put aside the problem of the potential target price for now. The more important question is whether Sapcres's bullish breakout is genuine. If it is, it is a trading BUY. Since the upside could be very rewarding, I believe we should have at least take a small position in this stock.


Chart 1: Sapcres's daily chart as at June 9, 2011_11.00am (Source: Quickcharts)


Chart 2: Sapcres

klsehunter83

赚了一笔 闪人咯。。。

ThunderS

回复 13# eackie


    昨天还起到 top 10 叻 ～～～

prince

epf好像进了很多票！我也在等rm5.00！！！！

ThunderS

回复 16# prince


    希望快快到 5.0 ， 要放手了

prince

油气股应该是下来要炒的，kencana已经发飙了，下来应该是重量级的pchem，和油王之王sapcres！

ThunderS

回复 18# prince


    有机会到 5.0 了