9Shares put Uzma into watch list as they managed to win 800millions worth of contacts in recent months and teh order book is now at 25B , which is 5B more compare with end of last year .. good sign and this shall keep them busy and profitable in next few years..
The O&G company all have similar problems , high debt and highly rely on Petronas and end up giving up some margins to maintain the business , however , recently almost all of them mentioned that the rate been adjusted ,hence, should see higher margins in next QR .. the best scenario is to explore more opportunities from oversea market since that will bring higher margins and improve the profit..
Sarawak SK334 , is another area that may have oil reserve can be explored , if they decide to drill oil , Uzma and Penergy (currently they are working on SK433 ) may have chance to participate as well ..
Uzma have both O&G and Solar , should be benefited from current scenario . Anyway , the next QR is clear indicator if Uzma can survive well even during the recession...
We are thrilled to announce that our Group CEO, Dato’ Kamarul Redzuan B. Muhamed, has been appointed as the Pro Tem President of the Malaysian Space Industry Corporation (MASIC).
As an industry-led platform, MASIC aims to create a thriving space industry ecosystem that promotes Malaysian space capabilities as well as attracts investment, talent, and partnerships from around the world. This initiative will inspire future generations of Malaysians to pursue careers and opportunities in the space industry, contributing to the nation’s socio-economic progress.
We are confident that under Dato’ Kamarul’s stewardship, the space sector will propel to new heights.
Depends on QR , Q3 is the weakest QR based on history , if they can deliver good or satisfactory QR in Q3 then for sure they do even better in next few QR for at least 2 to 3 years based on the contracts just been awarded in 2022 and 2023 ...
Seems like management is controlling cost very well this round , hence, the EPS still maintain above 2.6 even during the monsoon period (means less jobs and revenue to O&G companies) .. Hope more investors can notice this ..
Price seemed to hover around the bottom of the uptrend channel. If it can rebound off the bottom channel and make higher low, it can still trend higher within the uptrend channel.
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
harvest6138
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Posted by harvest6138 > 2023-04-11 11:37 | Report Abuse
https://klse.i3investor.com/web/blog/detail/kenangaresearch/2023-04-11-story-h-273471393-Oil_Gas_Clarity_on_Sustainability_for_OGSE_players