Posted by New_Investor92 > 2022-04-22 21:07 | Report Abuse

Can someone enlighten me on the expiry warrant? Why the intrinsic value isn't tally and i know the time value is going to be 0 which is the premium. E.g warrant PCHEM-C66 --> premium value (0) + intrinsic value( 2.1) =Rm2.1

However the price is 0.115.

Posted by GrowthCapitalist > 2022-04-27 15:13 | Report Abuse

@New_investor92
Strike Value : 8.2
Underlying Price : 10.30
Ratio : 18:1
Warrant value = time value + intrinsic value
Warrant Value = time value + [(10.30 - 8.20)/18] = ~0.115

Sorry i mistakenly given a wrong formula and just check under the indicator got value and plus those 2 items will do.

Cheers!

Posted by soon2795 > 2022-05-11 23:12 | Report Abuse

Good news to PChem soon?

Petronas-Aramco refinery in Malaysia restarts after two-year closure — source
https://www.theedgemarkets.com/article/petronasaramco-refinery-malaysia-restarts-after-twoyear-closure-%E2%80%94-source

Posted by Johnzhang > 2022-05-12 06:30 | Report Abuse

PChem’s businesses are in the downstream segment like polymer, methanol , urea etc
Fuel oil refining segment belongs to Petronas, the mother company.

Posted by soon2795 > 2022-05-14 18:23 | Report Abuse

PChem good news soon?

https://www.theedgemarkets.com/article/petronas-unit-collaborate-itochu-inter-pipeline-construct-blue-ammonia-methanol-plants

Posted by zhm540 > 2022-05-25 15:00 | Report Abuse

Pchem is down because RAPID fail to start-up again?

Posted by papazola1920 > 2022-05-27 13:49 | Report Abuse

Nice qr...

Posted by nicholas99 > 2022-05-27 14:18 | Report Abuse

macam max already. two qr same profit.. despite drop revenue.. if ukraine and russia war improve. might head south.

Posted by James Ng > 2022-05-30 22:16 | Report Abuse

https://klse.i3investor.com/blogs/general/2022-05-30-story-h1624135742.jsp
[转贴] [Video:浅谈PETRONAS CHEMICALS GROUP BERHAD, PCHEM, 5183] - James的股票投资James Share Investing

Posted by bullmarket1628 > 2022-05-31 23:13 |

Post removed.Why?

Posted by papazola1920 > 2022-06-01 00:30 | Report Abuse

Windows dressing la apek!

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-01 12:36 | Report Abuse

KEY STOCK DATA
P/E Ratio (TTM)
10.91(06/01/22)
EPS (TTM)
RM0.92
Market Cap
RM80.00 B (@ RM10.02 PER SHARE)
Shares Outstanding
N/A
Public Float
2.22 B
Yield
4.59%(06/01/22)
Latest Dividend
RM0.230000004(03/25/22)
Ex-Dividend Date
03/11/22

Posted by meistsk3134 > 2022-06-09 16:42 | Report Abuse

so also drol

Posted by bullmarket1628 > 2022-06-10 07:14 | Report Abuse

Petronas ups annual capex to RM60 bil, makes first allocation for clean energy
SyafiqahSalim/theedgemarkets.com
June 09, 2022 16:20 pm +08

https://www.theedgemarkets.com/article/petronas-plans-rm60b-capex-2022-says-group-cfo

KUALA LUMPUR (June 9): Petroliam Nasional Bhd (Petronas) is allocating about RM60 billion for capital expenditure (capex) in financial year ending Dec 31, 2022 (FY22) compared with RM30.5 billion a year earlier as the Malaysian national oil company prepares for the resumption of business activities, which were earlier disrupted by Covid-19-driven movement restrictions, and as the group sets aside money for clean energy or non-hydrocarbon-related ventures.
"This year, we expect to almost double that [capex] amount which is RM60 billion, because of catch-up and the return of [business] activities. This is also the time we have to make inroads in some material steps into the non-hydrocarbon side of things," Petronas chief financial officer Liza Mustapha said on Thursday (June 9) at the MIDF Conversations event, which was held virtually.
MIDF group managing director Datuk Charon Mokhzani was the moderator for the event.
Liza said that out of Petronas' planned RM60 billion capex allocation for FY22, about RM40 billion has been earmarked for the oil and gas business besides non-hydrocarbon–related operations while the balance of the capex allocation has been earmarked to finance Petronas Chemicals Group Bhd's (PetChem) wholly-owned subsidiary Petronas Chemicals International B.V. (PCIBV) proposed acquisition of the entire stake in Sweden-based specialty chemicals group Perstorp Holding AB for €1.54 billion (about RM7.02 billion) from Financiere Foret S.A.R.L.
Petronas owns a 64.35% stake in PetChem, according to PetChem's latest annual report.
Looking ahead, Liza said non-hydrocarbon-related income is expected to account for about 30% of Petronas' revenue.
"[About] 30% of our revenue should be coming from something which is not related to hydrocarbons.
"We have to factor in [business] growth, otherwise, we will not be able to manage the energy transition and we will miss our target of achieving [net] zero [carbon] emissions by 2050," she said.
According to her, about 10% of Petronas' RM60 billion capex allocation for FY22 will be earmarked for non-traditional businesses such as specialty chemicals and solar energy.
"Previously, I think there was never a plan on what rate it should be [for the clean energy segment] because there was no allocation from the top. So, it didn't really take off.
"So, we need to rethink our decision on the capital allocation [for the clean energy segment] and put it aside, because if we leave it at that and let them go with the flow, we are going to be a year behind the target again," she said.
Petronas' financials improved in 1QFY22. In a statement on May 31, 2022, Petronas said profit after tax rose to RM23.44 billion in 1QFY22 from RM9.22 billion a year earlier while revenue climbed to RM78.75 billion from RM52.55 billion.
"Despite favourable [first quarter] performance, the high oil and gas prices are expected to remain vulnerable with increased volatility due to geopolitical and macro-economic uncertainties.
"Petronas will continue to strengthen our operational excellence to maximise value creation whilst intensifying our growth and sustainability agenda in Malaysia and internationally,” the company said.

Edited By: Chong Jin Hun

Posted by investor2021trading > 2022-06-11 08:33 | Report Abuse

High Gas Prices Force UK Fertilizer Plant to Shut.

CF Industries Holdings Inc. will close one of its UK fertilizer plants permanently as it struggles with high energy costs.

Posted by lionel messi > 2022-06-14 16:23 | Report Abuse

Don't forget QWH this Friday. Sell high and buy back lower next week or vice versa.

Posted by Killsthebear > 2022-06-20 04:59 | Report Abuse

https://www.bloomberg.com/news/articles/2022-06-17/fertilizer-stockpiles-swell-as-farmers-shun-high-prices-easing-harvest-worries#:~:text=Ultimately%2C%20prices%20soared%20so%20high,people%20familiar%20with%20the%20matter.

Posted by Eden__lee > 2022-06-20 08:26 | Report Abuse

据中国海关发布最新统计数据，中国5月份汽油、成品油出口下降；
①据中国海关发布最新统计数据，中国5月份汽油出口84万吨 同比降45.5%；年累计汽油出口486万吨，同比降40%
②5月份航空煤油出口81万吨，同比增42.6%；年累计航空煤油出口376万吨，同比增33.7%
③5月份柴油出口12万吨，同比降92.7%；年累计柴油出口173万吨，同比降83.7%
④5月份成品油进口201万吨，同比降14.2%；年累计成品油进口998万吨，同比降3.8%
⑤5月份石脑油进口64万吨，同比增4.5%；年累计石脑油进口305万吨，同比增1.1%
⑥5月份航空煤油进口6万吨，同比降67%；年累计航空煤油进口47万吨，同比降32.8%
⑦5月份液化天然气进口493万吨，同比降28.1%；年累计液化天然气进口2649万吨，同比降19.6%
⑧5月份气态天然气进口415万吨，同比增26%；年累计气态天然气进口1842万吨，同比增11.3%（来自汇通财经App）

Posted by L2 > 2022-06-22 17:29 | Report Abuse

classic heavily-manipulated shorting. not in bursa net-short list and minimal idss and EPF constant netbuy. Who else but IBs the culprits, playing with nominee shares.

Posted by kl_guy > 2022-06-23 11:37 | Report Abuse

resistance level at 8.90 . Wait for rebound .

Posted by Hemsley > 2022-06-23 15:58 | Report Abuse

What is causing the big drop in June?

Posted by Pinky > 2022-06-23 16:10 | Report Abuse

Too irresistible at this price

Posted by HK_Wealth_Management > 2022-07-06 11:36 | Report Abuse

RM4

Posted by Pinky > 2022-07-06 11:46 | Report Abuse

teruk

Posted by HF Isaac > 2022-07-06 12:12 | Report Abuse

Wats wrong with pchem. Even big boys start disposing?

Posted by looiting > 2022-07-06 12:15 | Report Abuse

Sudah top mah....Big boys are leaving the party while retailers still holding the bag...Learn to read chart lah...If don't know, ask expert

Posted by Hemsley > 2022-07-06 12:17 | Report Abuse

Huh, suddenly drop 7.5%?

Posted by HK_Wealth_Management > 2022-07-06 12:17 | Report Abuse

Long FCPO

Posted by momo33 > 2022-07-06 12:20 | Report Abuse

big boys take profits .
Foreign funds selling kuat . was the top sell last week and last month.

Posted by HK_Wealth_Management > 2022-07-06 12:29 | Report Abuse

As we talk about regularly, concentrate on your current business unit, do not involve any Crude Oil future transaction, one of Singapore Crude Oil company bankrupt due to loss more than 0,7billion SGD of long Crude Oil future on 2020 March, now at least 2 years time no dividend provide for the shareholder

Posted by HK_Wealth_Management > 2022-07-06 17:24 | Report Abuse

2025 all car makers will occupy or replace more than 30 percent of electric car to the market in the world, this is trend

Posted by Sweetchocalates > 2022-07-12 21:27 | Report Abuse

Jialat. Petronas assets got seized

Posted by Pinky > 2022-07-13 09:17 | Report Abuse

PCHEM is doing petrochemicals la, cars going electric minimal effect to it

Posted by Michael Kwok > 2022-07-13 12:42 | Report Abuse

Probably in the late 7 range.Sell on strength if got rebound.probably above 8.50.
Price 8.00
13/7/2022 12.41pm

Posted by Michael Kwok > 2022-07-13 12:44 | Report Abuse

Above also include sell call once above rm 8.50.after tht early rm 6 range.

Posted by dompeilee > 2022-07-13 16:17 | Report Abuse

WaterFALL!!!!! Regret a bit selling too early @ 8+ but now...

Posted by kl_guy > 2022-07-19 09:56 | Report Abuse

rm9.00 got chance .

Posted by kyliew > 2022-07-28 22:08 | Report Abuse

Breaking News!!!!!
US enters technical recession as economy shrank 0.9% in Q2

Posted by Michael Kwok > 2022-08-04 13:01 | Report Abuse

sell call petchem 8.80 range.
Tp 5.50-6.00(the real thing)
4/8/2022 1.01pm

Posted by Philip ( buy what you understand) > 2022-08-22 19:48 | Report Abuse

If every year you are getting 46 cents dividend... And earnings per year is 92 cents. Do you really think you will want to sell pchem at 5.50-6 ringgit? Not only is the management have a guidance of 50% profit earnings payout, you also have growing earnings for the company. Think about it, if every year the company has earnings of 1 dollar and pay out 50 cents, you want to sell for 5.50 meh?
>>>>>>

Michael Kwok

sell call petchem 8.80 range.
Tp 5.50-6.00(the real thing)
4/8/2022 1.01pm

2 weeks ago

Posted by Fabien _the efficient capital allocator > 2022-08-22 21:07 | Report Abuse

EPS 90sen...earnings about 7billion.

enterprise value of this company is about 55billion after taking in net cash of 16billion.

Very strong cash flow generation. annualised cash flow of 8 billion.

To me, the decision is pretty clear.

Posted by bullmarket1628 > 2022-08-23 10:52 |

Post removed.Why?

Posted by bullmarket1628 > 2022-08-23 11:59 | Report Abuse

Wow, Fantastics !

Now Hibiscs already traded at=>
0.965 (+0.065)(+7.2%) !



Heng ah, Ong ah, Huat ah !

Posted by bigby7 > 2022-08-30 15:58 | Report Abuse

This Pchem will bull run until rm10 anytime

Posted by bang_miskin > 2022-09-09 15:46 | Report Abuse

Huge selling queue @8.95. Which big fund dumping?

Posted by Nepo > 2022-09-12 11:37 | Report Abuse

nuy in Pchem @ RM8.95

Posted by rl68 > 2022-09-23 06:30 | Report Abuse

Petronas Chemicals Group Bhd (PetChem) said its next merger and acquisition (M&A) within the specialty chemicals platform is crucial for the company's future positioning as the group eyes customers from industries including the food and healthcare sectors as end markets for its products. Such specialty chemical pathways, PetChem said in its latest corporate presentation in conjunction with CGS-CIMB ESG Day 2022 on Sept 21, include the likes of food, feed and nutrition, industrial additives, as well as surfactants, household, industrial and institutional (HI&I), and personal care.

Posted by bullmarket1628 > 2022-09-26 17:41 | Report Abuse

Tommorrow once the Donbast referendum being passed, then Russia will annexed those 4 Donbast regions from Ukraine, then will start war between Russia and Europe, then oil price will spike up to above USD $120 again !

Then all the O & G counters will spike up to sky high especially Pchem's price will break above RM12.00

Heng ah, Ong ah, Huat ah !

Posted by bullmarket1628 > 2022-09-27 18:41 | Report Abuse

Russia's war in Ukraine is at a dangerous tipping point
Analysis by Nick Paton Walsh, CNN
Updated 1:49 AM EDT, Tue September 27, 2022

https://amp.cnn.com/cnn/2022/09/27/europe/putin-binary-moment-russia-ukraine-war-tipping-analysis-intl/index.html

Kramatorsk, Ukraine(CNN) The chaos of the past week might be incorrectly comforting. Despite Russia's continued disastrous handling of its war of choice in Ukraine, the conflict's most dangerous moment may be nearing.
At some point this week, the Kremlin will likely declare that "sham" referendums in four partially occupied areas of Ukraine have delivered a mandate for their swift assimilation into what Moscow calls Russian territory…

Posted by bullmarket1628 > 2022-09-27 18:42 | Report Abuse

Latest news from CNN…
A war between Russia & USA/Europe will be ignited anytime from now if the ‘Sham’ referendum results is in favour to russia (of course is a sure guranteed passed results created by Russia), So, since russia will use this results by annexed 4 Ukraine’s regions and as an excuse for them to publicly giving mandate to them to sending millions of troops to based the stations permanently into this 4 regions,
then a new World War III cannot be avoid and will happened anytime from now already !

Then the Oil price definitely will immediately shooting up to sky high !

And then all the O & G counters definitely will follow to spike up like mad already !