昔日的 EON，今日的 Shell

6/01/2006
SHELL 4324 RM10.30

有可能在往上升吗？与以下的新闻有关吗？ 哈哈


蘇子文任蜆殼主席
2006-01-07 12:51:36
（吉隆坡訊）蜆殼石油（SHELL，4324）宣佈，蜆殼石油全球海運（Shell Global Marine）現任副主席蘇子文將出任蜆殼石油主席一職，並於3月開始生效。

該公司現任主席拿督曹威克將擔任蜆殼石油亞洲區域的高級職位，並持續在大馬的個人業務至5月。

畢業於馬來亞大學的蘇子文，自1970年為蜆殼石油服務至今。他也是第3位被委任為大馬蜆殼石油主席的大馬公民。

蘇子文上任後將引領蜆殼石油大馬商業委員會和領導該公司在大馬未來的發展，並且維持和加強蜆殼石油與其股東的關係。與此同時，蘇子文將會繼續下游業務並擔任蜆殼石油旗下公司的主席職位。


Shell Malaysia Appoints Malaysian As New Chairman
6th January 2006, Kuala Lumpur


Shell Malaysia announced today that Datuk Jon Chadwick, Chairman of Shell Malaysia, will be moving onto another senior Shell position within Asia, with effect from 1st March 2006. Datuk Chadwick will retain some key roles in Malaysia in a personal capacity until end May 2006.


Mr. Saw Choo Boon, currently Vice President, Shell Global Marine, will be appointed Chairman of Shell Malaysia with effect from 1st March 2006.

As Chairman, Mr. Saw will lead Shell Malaysia's Business Council in shaping the Company for further growth in Malaysia and in maintaining and strengthening Shell's relationships with various stakeholders. Mr Saw will retain his current Downstream responsibilities as well as serve as Chairman on several boards of companies in which Shell holds an interest.


Mr Saw is a graduate of the University of Malaya and joined Shell in 1970 as a Refinery Technologist in Shell Refining Company (FOM) Berhad. He then served in various capacities in Manufacturing, Supply, Trading and Planning in Malaysia, Singapore and Netherlands. In 1996, Mr Saw was appointed Managing Director of Shell MDS (Malaysia) Sdn Bhd and in 1998 assumed the position of Managing Director for Oil Products (Downstream) Shell Malaysia. In 1999, with the globalisation of the Shell Oil Products business, he was appointed the Vice-President of the Commercial business in the Asia-Pacific region. In 2004 he became the President of Shell Oil Products East. Since last year Mr Saw has managed Shell's Global Marine business.


Mr Saw will be the third Malaysian to be Chairman of Shell Malaysia. He is married with two daughters.

Issued by Shell Malaysia Corporate Affairs.




[ 本帖最后由 cct65 于 8-1-2006 11:01 AM 编辑 ]

Takumi

http://www.investssmart.com/2005/12/market_talk_shell.html

Market Talk: SHELL
DJ MARKET TALK:S&P Starts Shell Refining As Buy,MYR11.50 Tgt
19/12/2005 01:43:00 PM

1343 [Dow Jones] STOCK CALL: S&P's Equity Research starts Shell Refining Company (4234.KU) as Buy, 12-month target MYR11.50. Notes firm to reduce excess cash, committed to paying 20 sen/share special dividend per quarter over next 4-8 quarters, means 2005 gross dividend yield 8.3%, 12.3% for 2006. Adds in medium term, refining sector outlook positive; expects oil prices to stay above $45/bbl. Risks include softer-than-expected crude oil prices; also if petroleum product prices fall sharper than crude oil prices. Shares +0.5% at MYR10 midday.(ELL)

Investssmart: At $10, SHELL is a bargain. Shareholders can expect to receive about $2.40 in dividends for the next two years. Of course, oil prices could dictate its share price but no one can tell where oil prices are heading. Otherwise, they can be billionaires by going into the oil futures. SHELL is a defensive investment with little downside, in my opinion. The only problem is probably liquidity. Royal Dutch Petroleum still owns 51% of its shares. EPF and Temasek also hold a substantial amount. At $9-$10, it is a great long term investment.

Takumi

http://www.investssmart.com/2005 ... p_picks_for_20.html

SHELL

Sector: Oil Refining
Share price: $9.75
Market capitalisation: $2925m
Major shareholders / management: Shell Overseas Holdings Ltd
Introduction: SHELL is involved in the refining and manufacturing of petroleum products. It owns the Long Residue Catalytic Cracking facility in Port Dickson, which is rated as a top class refinery. Most of its products are sold in Malaysia. Without the downstream business, SHELL’s profit is based on the margin between the crude oil price and the refined products.
Valuation: SHELL’s profits for the last two years have been exceptional because of the sharp rise in oil prices, resulting in huge stockholding gains. However, this is unlikely to recur. In the last quarter, notwithstanding the stockholding gains, SHELL’s EPS was 23.7c although it operated for only 70 days in the quarter. On an annualized basis, that translates to a PE of 10.3x. However, it has to be noted that the refining margins was extremely strong during the last quarter because of constrained capacity due to the hurricanes in the US. As at 30 Sep 2005, SHELL’s net gearing ratio stands at a negligible 0.066x.
Upside: SHELL has a very solid business. Although its results may be affected by the severe drop in the refining margin in the next quarter, over the long run, SHELL should be a strong cash generator. Balance sheet is extremely healthy and management has decided to reward shareholders with dividends up to $1.30 in 2006, which should arrest the downside in its share price. It could be volatile in the near future but over the long run, SHELL is grossly undervalued.
Downside: Refining margin has dropped badly over the last few months and it should impact the next quarterly results. However, I believe that this has been priced into the share price. SHELL has dropped from more than $12 to $9.75 recently. A severe drop in oil prices could also result in stockholding losses.

Takumi

SHELL建议派息58仙每股！瓦老！！！

http://announcements.bursamalays ... 360FF3?OpenDocument

原帖由 Takumi 于 24-2-2006 01:06 AM 发表
SHELL建议派息58仙每股！瓦老！！！

http://announcements.bursamalays ... 360FF3?OpenDocument

SHELL 2005 年的 EPS ＝ RM 1.7404
股价 ＝ 9.800
PE = 5.6

嗯 .... 難得的优值股

[ 本帖最后由 cct65 于 24-2-2006 07:44 AM 编辑 ]

shuhjiunho

原帖由 Takumi 于 24-2-2006 01:06 AM 发表
SHELL建议派息58仙每股！瓦老！！！

http://announcements.bursamalays ... 360FF3?OpenDocument

2004-2005年油价是上升的趋势，以FIFO的算法，SRC的盈利很大。有这么多现金，退还给股东是好事。另外SRC即将到期的贷款，也是会影响现金流的事项之一。

北乔峰

原帖由 Red.Sun 于 24-9-2005 03:45 PM 发表
当初看了8k前辈的电子书，也和大家一样，兴致勃勃的一头栽进股市里。当然，小弟我也有身为自己的骄傲，心想除了那"简单"的方法，应该还有更好，更棒的方法，一定能突破那每年26%的回酬。就跑去买了大大 ...

REDSUN 兄,
可否想您请教一下, 什么原因让您放弃 KSL 呢?

28/02/2006 开始
马来西亚汽油每公升起 30sen





Shell 会起吗？明天会上 RM 10.30 嘛 ？？？

[ 本帖最后由 cct65 于 27-2-2006 11:16 PM 编辑 ]

Red.Sun

原帖由 北乔峰 于 24-2-2006 04:27 PM 发表



REDSUN 兄,
可否想您请教一下, 什么原因让您放弃 KSL 呢?

呵呵...不好意思，别称小弟为兄，小弟只是初学者一位。

小弟在购入Shell之前，曾经持有KSL，小弟生平的第一次买入的股票，买入价为RM2.34(比现在的价钱高了许多)。当时它的ROE有18左右，PE低于10，还有蛮可观的股息...小弟还在Cari中介绍过这只股。无奈市场不看好产业股，股价连连跌破新底，小弟就在RM2就全数卖出，小弟的功夫不到家，还不能练到“心中无股价”。

当然，除了心里问题之外，小弟也从各报导中得知全球的产业迈向低迷，出租率下跌，房屋过剩，就连前不久的报导也有说美国去年的新房屋比前年建造得更多13-%14%。另一方面，小弟人在柔佛州，曾过到KSL发展的地库“参观”，发现到虽然KSL的房子的品质很不错，无奈这里的竞争太激烈，大大小小的产业公司太多，个人觉得很难继续保持快速成长的状态。

再加上本身也有设了止损点(-10%)，经过重重考虑后，就卖了KSL。随后发现Shell，换了另一种心态，又重新进场了。

祝：投资、投机顺利

谢谢

April 12 2006 SHELL 10.80

ae^IOU^^

现在的SHELL 还能买吗？

publicpang

原帖由 ae^IOU^^ 于 30-1-2007 08:43 PM 发表
现在的SHELL 还能买吗？

01012005-01012007

Highest price during this period is 12.30 on 23-Sep-2005
Lowest price during this period is 8.50 on 21-Feb-2005
Highest volume during this period is 25,613 on 20-Sep-2006

12.3+8.5=20.8

20.8/2=10.4。。。杠杆好。。。

看图巴。。如果有一天突然上0.50。。进场
如果有一天突然下。。等他吓倒底才进。。

Red.Sun

偶然经过这里，看回自己曾经发过的贴，就顺便作下交代，没人读也无所谓？

翻开最新的财政报告一看，预测全年的EPS是RM1.15，NTA为RM6.47，粗略计算：

ROE: (1.15 / 6.47) x 100 = 17.77

PE: RM10.50 / RM1.15 = 9.13

虽然基本面还不错，但股价未开番，PE却已经开番了，意味什么呢？所以在赚取了26％的盈利后套利了，转战另一只消费股（卖零食快熟面）。转战后成绩如何？因人而异，不过目前新的战马已为我带来28％的纸上盈利。

谢谢

烂泥

Shell今天挑战11.00大关，会否是历史重演呢?