Penergy 5133 逢低投资~
Petra Energy Bhd是一家投资控股公司，为马来西亚的上游石油和天然气行业提供一系列综合棕地服务。 它通过服务，海洋资产以及生产和开发和生产部门运作。 该公司提供建筑调试和维护，工程，运营和维护，油田优化，改造，国内船舶重新包租，地球物理，设计和工艺设备制造等服务; 包装和供应工程设备，以及项目管理，采购和物流服务。
Penergy 5133:
~估计2019年eps=16仙，pe=10倍，股价=RM1.60
~公司截止31/12/2018的现金有94.3M
借贷为123.5M
净借贷为29.2M
是上游油气服务股中资产负债表很好的一支股。
~投行收集大洋夠了，开始拉升，将帶领油气股奔驰，如penergy,carimin,買在行业复苏期，下来业绩有看头。
~Penergy不受债务干擾且股数流量小，油气股中最好走势与易上升。
~最新季報2018年末季的赚副高达10.8%(2088万/1.918亿)
~2019年Q1.Q2.Q3和去年对比业绩将大进步，大可能恢复派息，公司18个月内有望成净现金的油气股，基本面强。此时不買待何时(RM1.07)。
~買股是看公司未来的净利前景。
近期Q4业绩赚副为10.8%,营业额有1.91亿马币。
保守取1.5亿马币计，2019全年1.5亿✘4=6亿马币营业额，赚副取8%计，净利为48M
公司股数为321.750m,
48m/321.750m=EPS为14.9仙
取pe10倍，合理价=RM1.49
个人分享，買卖自负。
Petra Energy Bhd is an investment holding company providing a comprehensive range of brownfield services to the upstream oil and gas industry in Malaysia. It operates through services, marine assets, and production and development and production departments. The company provides building commissioning and maintenance, engineering, operations and maintenance, oilfield optimization, retrofitting, domestic ship re-leasing, geophysical, design and process equipment manufacturing services; packaging and supply engineering equipment, as well as project management, procurement and logistics services.
Penergy 5133:
~ Estimated 2019 eps = 16 sen, pe = 10 times, stock price = RM1.60
~The company has 94.3M in cash as of 31/12/2018
Borrowing is 123.5M
Net borrowing is 29.2M
It is a good stock balance in the upstream oil and gas service stocks.
~ The investment bank has collected enough oceans and started to pull up. It will lead oil and gas stocks, such as penergy, carimin, to buy in the industry recovery period, and the performance will be worth seeing.
~Penergy is not subject to debt interference and the number of shares is small, and the best trend and easy rise in oil and gas stocks.
~ The latest quarterly report in the last quarter of 2018 earned up to 10.8% (20.88 million / 191.8 million)
~2019 Q1.Q2.Q3 and last year's comparative performance will be greatly improved, it is likely to resume dividends, the company's oil and gas stocks expected to become net cash within 18 months, the fundamentals are strong. Do not buy when (RM1.07).
~ Buying shares is to look at the company's future net profit prospects.
The recent Q4 performance earned 10.8% and the turnover was RM191 million.
Conservatively take RM150 million, 2019 for the whole year, 150 million ✘ 4 = 600 million MYR, and earn 8%, net profit is 48M
The number of shares of the company is 321.750m.
48m/321.750m=EPS is 14.9 cents
Take pe10 times, reasonable price = RM1.49
Personal sharing, buying and selling.
Penergy 5133 RM1.06现在只是在pe 6.6倍交易，明显低估了，个估计2019年eps=16仙，合理价=RM1.60 ，pe=10倍
华商控股（WASEONG，5142，主板工业股）在2012年6月杪从柏达纳石油（PERDANA，7108，主板贸服股手中以每股1.68令吉或总值9693万6000令吉收购必达能源26.9%的股权。
大股东:
Shorefield資源（27.5）
Wah seong子公司Wasco能源（27.0%）
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