投选10大马国2012/13 大选有关（官）油王股

投資小子

PANTECH也是另一个被忽略的公司。他们大量的供应pipe,valve,flow control system给O&G, petrochemical和refinery industries. 前景应该也是不错。

surewin07

dialog 上上上

pang72

國際油價再飆漲，首次衝上86美元（約290令吉）史上新高！

KNM also 漲漲漲.....5.45 +0.25sen

pang72

國際油價再飆漲，首次衝上86美元（約290令吉）史上新高！

KNM also 漲漲漲.....5.45 +0.25sen

Crude OIL = KNM

pang72

國際油價再飆漲，首次衝上86美元（約290令吉）史上新高！

油價(USD86) = KNM( RM5.45)
油價(USD100)= KNM (RM6.?? or ???)

yewsin56

KNM一路来让我一路赚钱的KNM7164.

knm

KNM 是不错的石油成长股。双管齐下的涉及石油及bio-Fuel,不断进军各个区域开发市场，也不断获得合约，现在已有RM 2 Billion 左右的合约在手，前景可观。
但现在PE 高了点。如果价钱有跌 < RM 4.8 的时候 可以进货.

bocc1

國際油價再飆漲，首選DIALOG

bocc1

國際油價再飆漲，首選DIALOG, KMN , KENCANA, Ranhill.

bocc1

國際油價繼續飆升，在昨天站上八十六美元的新高價位後，今天再漲，以破八十七美元的歷史天價作收。 由於市場擔心土耳其可能入侵油藏豐富的伊拉克北部，紐約油價今天盤中一度飆破八十八美元，收盤時稍微拉回，收在八十七點六一美元，創下歷史新高。

love.henry

石油涨价为什么是有利于石油股呢？

蓝色小鱼儿

ＤＩＡＬＯＧ ＆ ＲＡＮＨＩＬＬ没有动劲??????

pang72

KNM Group’s outlook is extremely strong as the company continues to expand its global reach to be one of the top 10 largest process equipment manufacturers in the world, says Goldman Sachs Global Investment Research.

Goldman Sachs, which has a Buy recommendation for KNM with a target price of RM8, said in its research note yesterday that the company has a high level of contract awards and a strong order backlog going into 2008.

“We estimate KNM will grow at a two-year earnings-per-share (EPS) compound annual growth rate (CAGR) of 60% over 2007E-2009E, driven by capacity increases and higher value-add orders.

“KNM targets to secure RM2 billion in new orders this year, on the back of RM10 billion tender book, and we forecast end-2007E order backlog of RM2.2 billion, up 39% year-on-year (y-o-y),” it said.

The research house said although KNM had historically traded between five and 20 times in the energy sector, it expects KNM to breach its historical range as it starts to deliver higher quality earnings growth with emphasis on higher value-added products to evolve into a global player.

“We value KNM based on 25 times 2008E price over earnings (P/E) for a 12-month price target of RM8, implying 2008E PEG of 0.4 times, consistent with our sector valuation continuum and growth outlook,” Goldman Sachs said.

According to the research house, KNM estimates the value of process equipment portion to be about 10% of the US$270 billion(RM918 billion) in capital expenditure for the oil and gas sector in 2007, which implied an addressable market of US$27 billion in 2007E.

“We estimate that KNM’s 2007E revenue of RM1.4 billion indicates only 1.5% of the global market, which shows there is significant room for company to increase its global reach. KNM targets to double its global market share to 3% by 2010,” it added.

Going forward, it said KNM has set ambitious targets for the next three years as it strives to transform its business into one of the 10 largest global process equipment manufacturers by becoming the largest manufacturer for process gas waste heat boilers and second-largest air cooled heat exchangers global manufacturer.

It is also eyeing high-growth energy sectors such as oil sands, gas-to-liquid fuels, LNG and biofuel.

KNM was also gaining global market share by forming strategic alliances with Fluor Corporation and extending its geographical footprint in the Middle East, Canada and China. It aims to position itself as one of the leading renewable energy plant contractors in Asia over the next few years.

cocoloco

有没有人看好OILCORP？？？？？

Guess??

KNM 被报道到跌？

mm_lee

原帖由 cocoloco 于 18-10-2007 10:58 AM 发表
有没有人看好OILCORP？？？？？

大概全马股民都不看好他,所以股价到现在都没什作为.
问题是我手上还有几张都还在亏钱啊!
还有为什么国际油价起而马国油股不起呢!

ccube

除非拿到新合约。。。要不然应该只有petronas 和 shell 赚吧
依然看好DIALOG。。。。只要之前有中东投资者投资的消息属实

爱上双鱼座

Ramunia 的量和价来了！！

bababa

Ramunia 今天量很高

bocc1

DIALOG 賣了，首選EPIC , 東方太平洋。