Posted by Equityengineer > 2017-03-01 12:45 | Report Abuse

hope next q can give 42Eps again ...

Posted by bluelight > 2017-03-01 13:25 | Report Abuse

Q1 sale volume always higher than Q4
March petrol price remain, if crude oil price and exchange rate stable, next Q shall be giod

Posted by wltan22 > 2017-03-01 14:06 | Report Abuse

this is the company I aim to top up...if opportunity appears

Posted by probability > 2017-03-01 14:22 | Report Abuse

The greatest growth comes from the amount of Gas stations they can acquire to channel the refined products from their own Refinery.

This is where the highest value addition per ton of crude processed is - this will fatten the margin as what we have seen in the recent quarter.


Posted by wltan22 > Mar 1, 2017 12:13 PM | Report Abuse

as my own rough calculation, for this qtr 8.3mil barrel almost reach their full refinery capacity, in future the Dated Brent price is crucial to company earning power, IMO as long as the price can sustained, on up trend, not big drop then company profitability as this qtr should able to maintain

Posted by Equityengineer > 2017-03-01 15:07 | Report Abuse

More and more the sharing by you guys with their QR report is closing the gap. The refinery contribution is less of their earning factor. Reading thier Report for all the quarters Petron more interested of introducing new product ( branding and have larger market share ) , increase the time to market ( reduce stockpile at refinery) and now lately more petrol Station(have larger market share pie)..

Posted by 逍遥子 > 2017-03-01 15:16 | Report Abuse

The petrol retail business is a very profitable business, the 580 petrol stations & kiosk own by Petronm are very valuable business channels, that is why Shell separates the refinery business & the petrol retail business. Good one keep it private, whereas the other let it be public company.

Posted by wltan22 > 2017-03-01 15:21 | Report Abuse

very interesting, initially to buy this stock is due to their strong FCF and dividend driven, as aggressiveness of management, now I have to rate it as a growing company : )

Posted by Equityengineer > 2017-03-01 15:32 | Report Abuse

Any one can do intrinsic value calculation here ..

Posted by 逍遥子 > 2017-03-01 15:34 | Report Abuse

Now a day, Undervalue Good Stock is hard to come by, once u found it make sure u hang on with it to get a free ride.

Cheers

Posted by Equityengineer > 2017-03-01 16:10 | Report Abuse

Hmm, if another 3 quarter is EPs can repeat 44cents , would reach rm 20.00

Posted by zhangliang > 2017-03-01 16:15 | Report Abuse

flush out contra players and lets push it RM7!

Posted by zoizai > 2017-03-01 17:28 | Report Abuse

Keep this share for 2 years. I think can give 200% return

Posted by 逍遥子 > 2017-03-01 18:03 | Report Abuse

This is interesting :

http://www.sinchew.com.my/node/1619069/%E2%80%9Cron95%E6%B2%B9%E4%BB%B7%E5%8F%88%E7%AE%97%E5%AF%B9%E4%BA%86%E2%80%9D%E2%80%A7%E6%88%B4%E5%AD%90%E5%9D%9A%E8%84%B8%E4%B9%A6%E5%85%AC%E5%BC%80%E4%BC%B0%E7%AE%97%E6%B3%95

Posted by zoizai > 2017-03-01 23:06 | Report Abuse

Hope share price will go up in march.

Posted by 逍遥子 > 2017-03-02 00:40 | Report Abuse

http://www.bursamarketplace.com/mkt/tools/research/ch=research&pg=research&ac=32302&bb=69377?from=groupmessage&isappinstalled=0

Posted by zoizai > 2017-03-02 09:11 | Report Abuse

go go go.... RM7

Posted by zhangliang > 2017-03-02 09:25 | Report Abuse

finally man!

Posted by Alex Lim Jun Xiong > 2017-03-02 09:42 | Report Abuse

Bila jalan ya?
I wait until neck long already~

Posted by zoizai > 2017-03-02 10:20 | Report Abuse

Just keep.

Posted by Cindy Ling > 2017-03-02 10:29 | Report Abuse

Reli hard... Non stop for profit taking

Posted by zoizai > 2017-03-02 10:33 | Report Abuse

Don't sell at cheap price. Everyone keep their shares Petronm will go up more

Posted by LowProfile > 2017-03-02 10:33 | Report Abuse

forget about your emotion and just keep holding it... put the focus on other things instead... if want instant and fast return pls go buy CB... ty...

Posted by Equityengineer > 2017-03-02 11:17 | Report Abuse

Yes, it's the patience ...the less spotlight it has , the better it would be. There is so little analyst maybe due to low floating share in the market, so no research house might be interested. So it's retailers together with Petron management largely ..

Posted by 逍遥子 > 2017-03-02 11:21 | Report Abuse

PetDag the direct beneficial of high retail petrol price has climb to $25.4+ today. Given the price, PE ratio & management style, I will rather choose Petronm, although i have to admit that it is a boring counter but the value is rich.

Posted by probability > 2017-03-02 11:26 | Report Abuse

http://blog.galvintan.com/malaysian-fuel-price-history/

last qtr end 31 Dec 16, net rise in petrol: +10, +15,-5 = 20 sen
this qtr end Mar 17, net rise would be: +15, +20, + 0 = 35 sen

Difference = 15 sen for petrol (Ron 95) alone.

Posted by probability > 2017-03-02 11:28 | Report Abuse

i mean Ron 97...

Posted by Alex Lim Jun Xiong > 2017-03-02 11:43 | Report Abuse

Bila mau jalan ya?
I wait until neck long already~

Posted by zoizai > 2017-03-02 11:52 | Report Abuse

This qr will be better than last qr. buy and keep.

Posted by Equityengineer > 2017-03-02 13:02 | Report Abuse

Keep and wait , confirm anytime sooner , Few weeks before agm maybe ..

Posted by Jay > 2017-03-02 13:13 | Report Abuse

just to recap, which are the biggest factors that are going to affect their QR? Retail selling price, Brent price, refining margins or others?

Posted by Jay > 2017-03-02 13:16 | Report Abuse

if I understand correctly, retail petrol and diesel is under the automated . pricing mechanism so retail price goes up when the so called MOPS index goes up, allowing petrol stations to own a fixed profit per litre sold. so when retail price is on uptrend, revenue will definitely go up, but what about their margins? would it also increase?

Posted by probability > 2017-03-02 13:28 | Report Abuse

Jay...if im not mistaken it's a fixed % not a fixed value. Volatility on Crude price enables Refiners to source - book crude supply contracts in batches at very secured pricing level.

Posted by zoizai > 2017-03-02 14:59 | Report Abuse

Many stocks move up but Petronm not moving

Posted by LowProfile > 2017-03-02 15:02 | Report Abuse

price will not go up until they accumulated enough. Slow and steady. Also, bear in mind that petronm is a very very illiquid stock.

Posted by tkp2 > 2017-03-02 15:03 | Report Abuse

i like the current chart of Petron, price stabilizing with low volume, when it come, don't be surprise it will hit 7.0 in 1 day, just wait patiently

Posted by LowProfile > 2017-03-02 15:13 | Report Abuse

i agree with you tkp2... just chill out guys.... go drink a coffee or tea and surf the net if free... or if discovered any news or research regards to petronm then share it here... cheers... happy investing...

Posted by zhangliang > 2017-03-02 15:22 | Report Abuse

yeah still flushing out players. soon soon

Posted by Jay > 2017-03-02 15:52 | Report Abuse

@probability I think one month back someone actually study how ron95 price was calculated, it shows something like 32c per litre. so I'm just wondering if I remember or understand correctly

Posted by probability > 2017-03-02 15:56 | Report Abuse

if its fixed 32 c per litre...then Gross profit margin should be theoretically ~ 15 % . Not sure what is the amount to be given to the government?

Posted by Cindy Ling > 2017-03-02 16:35 | Report Abuse

Haiz...

Posted by 逍遥子 > 2017-03-02 17:02 | Report Abuse

As I mentioned before, Petronm is not suitable for short term play, if you have decided to invest into this company then you must ready for this long boring ride. The value is rich but short term share price can be very unpredictable, however if u can hang on with it the rewards might be quite substantial.

Posted by Equityengineer > 2017-03-02 17:35 | Report Abuse

32 cents Is include the tax, petrol company margin , petrol dealer margin.

Posted by Alex Lim Jun Xiong > 2017-03-02 17:35 | Report Abuse

Today I bought Petron-WB at 47 cents & will hold it together with all the sifus here.

Posted by Equityengineer > 2017-03-02 17:40 | Report Abuse

Mean of Platts Singapore (MOPS). The cost is the already refined product . But who knows at what price the peril refineries buying the price . OIl is raw material that works base on prospect , its related to future or hedged. So crude oil still make sense and actual refinery cost is also subject to the raw material management. MOPS Index is only for Retail pricing . ... I believe increase in Ron price would still contribute to profit

Posted by zhangliang > 2017-03-02 17:47 | Report Abuse

yes tomorrow should be able to move up since today and tomorrow T-4

Posted by 逍遥子 > 2017-03-02 17:48 | Report Abuse

In will help the refinery margin.

Posted by LowProfile > 2017-03-02 21:14 | Report Abuse

how's the crack spread doing lately? anyone check?

Posted by zoizai > 2017-03-03 07:29 | Report Abuse

Today will up?

Posted by zhangliang > 2017-03-03 10:07 | Report Abuse

wah so cheap company still dont want to move

Posted by Cindy Ling > 2017-03-03 10:24 | Report Abuse

No idea Liao, when klse index up petronm down, klse index down petronm down.... All d way down.....haiz