PETRON MALAYSIA REFINING & MARKETING BERHAD

KLSE (MYR): PETRONM (3042)

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Last Price

4.18

Today's Change

0.00 (0.00%)

Day's Change

4.13 - 4.18

Trading Volume

7,100

Financial

Show?
Last 10 FY Result
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Revenue 17,008,085 17,248,967 17,216,282 18,350,073 9,182,513 6,461,691 11,456,829 12,047,037 10,363,058 7,602,477 8,150,293 10,901,029 5.20%
PBT 147,372 157,305 367,653 300,879 308,003 -22,071 239,346 296,345 523,098 322,984 306,216 -85,772 -
Tax -30,589 -28,295 -95,592 -290 -69,532 8,756 -62,220 -71,805 -117,925 -85,433 -85,617 21,294 -
NP 116,782 129,010 272,061 300,589 238,471 -13,315 177,126 224,540 405,173 237,551 220,599 -64,478 -
-
NP to SH 116,782 129,010 272,061 300,589 238,471 -13,315 177,126 224,540 405,173 237,551 221,483 -64,478 -
-
Tax Rate 20.76% 17.99% 26.00% 0.10% 22.58% - 26.00% 24.23% 22.54% 26.45% 27.96% - -
Total Cost 16,891,302 17,119,957 16,944,221 18,049,484 8,944,042 6,475,006 11,279,703 11,822,497 9,957,885 7,364,926 7,929,694 10,965,507 4.95%
-
Net Worth 2,446,740 2,446,740 2,421,251 2,216,645 1,968,516 1,741,607 1,785,968 1,668,815 1,511,972 1,163,888 981,504 758,088 13.76%
Dividend
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Div - 62,100 62,100 67,500 54,000 - 32,400 54,000 67,500 59,400 54,000 - -
Div Payout % - 48.14% 22.83% 22.46% 22.64% - 18.29% 24.05% 16.66% 25.01% 24.38% - -
Equity
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Net Worth 2,446,740 2,446,740 2,421,251 2,216,645 1,968,516 1,741,607 1,785,968 1,668,815 1,511,972 1,163,888 981,504 758,088 13.76%
NOSH 270,000 270,000 270,000 270,000 270,000 270,000 270,000 270,000 270,000 270,000 270,000 270,000 0.00%
Ratio Analysis
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
NP Margin 0.69% 0.75% 1.58% 1.64% 2.60% -0.21% 1.55% 1.86% 3.91% 3.12% 2.71% -0.59% -
ROE 4.77% 5.27% 11.24% 13.56% 12.11% -0.76% 9.92% 13.46% 26.80% 20.41% 22.57% -8.51% -
Per Share
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
RPS 6,299.29 6,388.51 6,376.40 6,796.32 3,400.93 2,393.22 4,243.27 4,461.87 3,838.17 2,815.73 3,018.63 4,040.67 5.19%
EPS 43.25 47.78 100.76 111.30 88.30 -4.90 65.60 83.20 150.10 87.98 81.70 -23.90 -
DPS 0.00 23.00 23.00 25.00 20.00 0.00 12.00 20.00 25.00 22.00 20.00 0.00 -
NAPS 9.062 9.062 8.9676 8.2098 7.2908 6.4504 6.6147 6.1808 5.5999 4.3107 3.6352 2.81 13.75%
Adjusted Per Share Value based on latest NOSH - 270,000
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
RPS 6,299.29 6,388.51 6,376.40 6,796.32 3,400.93 2,393.22 4,243.27 4,461.87 3,838.17 2,815.73 3,018.63 4,040.67 5.19%
EPS 43.25 47.78 100.76 111.30 88.30 -4.90 65.60 83.20 150.10 87.98 81.70 -23.90 -
DPS 0.00 23.00 23.00 25.00 20.00 0.00 12.00 20.00 25.00 22.00 20.00 0.00 -
NAPS 9.062 9.062 8.9676 8.2098 7.2908 6.4504 6.6147 6.1808 5.5999 4.3107 3.6352 2.81 13.75%
Price Multiplier on Financial Quarter End Date
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Date 30/09/24 30/09/24 29/12/23 30/12/22 31/12/21 31/12/20 31/12/19 31/12/18 29/12/17 30/12/16 31/12/15 31/12/14 -
Price 4.32 4.32 4.52 4.33 4.38 5.25 5.02 6.27 13.54 4.15 5.00 2.59 -
P/RPS 0.07 0.07 0.07 0.06 0.13 0.22 0.12 0.14 0.35 0.15 0.17 0.06 1.72%
P/EPS 9.99 9.04 4.49 3.89 4.96 -106.46 7.65 7.54 9.02 4.72 6.10 -10.92 -
EY 10.01 11.06 22.29 25.71 20.16 -0.94 13.07 13.26 11.08 21.20 16.41 -9.15 -
DY 0.00 5.32 5.09 5.77 4.57 0.00 2.39 3.19 1.85 5.30 4.00 0.00 -
P/NAPS 0.48 0.48 0.50 0.53 0.60 0.81 0.76 1.01 2.42 0.96 1.38 0.92 -6.54%
Price Multiplier on Announcement Date
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Date 21/11/24 21/11/24 22/02/24 23/02/23 24/02/22 23/02/21 27/02/20 21/02/19 22/02/18 22/02/17 25/02/16 24/02/15 -
Price 4.23 4.23 4.82 4.48 5.08 5.10 4.80 7.49 12.00 4.63 6.98 2.75 -
P/RPS 0.07 0.07 0.08 0.07 0.15 0.21 0.11 0.17 0.31 0.16 0.23 0.07 1.49%
P/EPS 9.78 8.85 4.78 4.02 5.75 -103.42 7.32 9.01 8.00 5.26 8.51 -11.60 -
EY 10.23 11.30 20.91 24.85 17.39 -0.97 13.67 11.10 12.51 19.00 11.75 -8.62 -
DY 0.00 5.44 4.77 5.58 3.94 0.00 2.50 2.67 2.08 4.75 2.87 0.00 -
P/NAPS 0.47 0.47 0.54 0.55 0.70 0.79 0.73 1.21 2.14 1.07 1.92 0.98 -6.40%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.

NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.

Discussions
10 people like this. Showing 50 of 19,334 comments

allaboutvalue

Sslee, would you share your knowledge about crack spread, or any website that i could refer to? I wish to learn more about this. TQ

2024-08-15 10:10

Sslee

For your reference:
Gasoil/diesel crack spread chart (historical highest level range)
https://www.tradingview.com/symbols/NYMEX-GOC1%21/
https://www.investing.com/commodities/nymex-singapore-gasoil-platts-c1-futures-historical-data
Kerosene/ jet fuel crack spread (at historical highest range level)
https://www.tradingview.com/symbols/NYMEX-ASD2!/
Gasoline/petrol RON 92 crack spread spread chart (normalize level range)
https://www.tradingview.com/symbols/NYMEX-D1N1%21/
SINGAPORE MOGAS 95 UNLEADED (PLATTS) FUTURES
https://www.tradingview.com/symbols/NYMEX-AV02%21/
Brent crude oil
https://tradingeconomics.com/commodity/brent-crude-oil

2024-08-15 15:42

Sslee

Petron Phillipine already announce Q2 end 31/6/2024 result.

2024-08-15 15:44

Sslee

Petron corp q2 end 31/06/24 result out:
Peso million
Net income: 2,090
Attributable to:
Equity holders of parent company: 2,045
Non controlling interest: 45

Since Petron corp hold 73.4% Petronm hence
Petronm income = Peso 45/0.266 =169.17 million
AT 30/6/24 1 RM =12.4 Peso
Q2 net profit= RM169.17/12.4= RM 13.64 million

2024-08-15 15:55

allaboutvalue

This is very helpful. TQ

2024-08-15 16:01

allaboutvalue

Indeed crack spread has gone down.

2024-08-15 16:07

Johnchew5

Post removed.Why?

2024-08-15 16:41

Johnchew5

Post removed.Why?

2024-08-15 17:13

Johnchew5

Current Ratio 1.26
Debt-Equity (DE) Ratio 1.08
FCF Yield 34.41 %
Revenue QoQ 3.43 %
Revenue YoY 21.73%
Profit QoQ 68.28 %
Profit YoY -35.89 %

2024-08-15 17:15

Sslee

Mike/John-tikus copy and paste without knowing what he paste hence still trapped inside HRC penthouse 44 floor.

2024-08-16 07:26

Johnchew5

I had predicted Petronm n HRC Point 3 n Point 4 correctly when sslleee asked me ..


Oh when ssleee promoted Petronm at RM 7.00 in Insas … I am posted is in Point 1 peak Range … ethical Sifu 3iii posted Market is on Sale …


Note : Point 1 - Peak Range … Point 2 - Slide down … Point 3 - rebound with Swing Swing Swing … Point 4 - Down trend …

2024-08-16 08:59

Johnchew5

Post removed.Why?

2024-08-16 09:00

Sslee

Aiyoyo Mike-tikus punya TA told him HRC floor 44 is the bottom floor hence trapped himself inside HRC 44 floor untill now. Kasien!

2024-08-16 09:19

Johnchew5

Oh , need to repeat ke … I bought HRC at RM 4.40 , 200 share only …. Did not sell even Petronm latest QR is bad before HRC QR at 4.55 to 4.60 , as for case study : 



1) See Sslleee Crack here Crack there Crack his Head at both Petronm n HRC 



2) referred to sslleee idol Conartist Callvin in TSH .. what is the result of did not cutwin at range 1.80 but following his call keep averaging down every 10 sen down ..


P/s : I had predicted Petronm n HRC Point 3 n Point 4 correctly when sslleee asked me .

2024-08-16 09:27

Sslee

Aiyoyo cheap people Mike-tikus only can afford to buy 200 share.
Mind also telling trapped inside jaks how many shares and at which floor?

2024-08-16 09:43

Sslee

Aiyoyo cheap people Mike-tikus only can afford to buy 200 share.
Mind also telling trapped inside jaks how many shares and at which floor?

2024-08-16 09:43

Johnchew5

Post removed.Why?

2024-08-16 10:30

Johnchew5

Post removed.Why?

2024-08-16 10:33

Sslee

Me in Petronm forum to give informations
Is cheap people Mike-tikus come to Petronm forum to seek attention?

2024-08-16 10:33

Johnchew5

Post removed.Why?

2024-08-16 11:04

Johnchew5

Post removed.Why?

2024-08-16 11:07

Johnchew5

Post removed.Why?

2024-08-16 18:15

allaboutvalue

All i could say the info Sslee provided are helpful

2024-08-17 11:50

jomvalueinvest2

Crack spread for refinery is increasing ?

2024-08-19 16:05

speakup

How u know?

2024-08-19 18:37

jomvalueinvest2

I dnt know. That's y I asked

2024-08-22 19:37

aklobi

Bought Petronim today @4.41

2024-08-26 19:11

jomvalueinvest2

Buy during weakness 😁
https://www.eia.gov/finance/markets/products/prices.php

2024-08-27 20:41

sheldon

Thursday is usually results day for Petron. Good, Expected or Bad?
Where's our genuis who can work out Malaysian's performance from Phillippine parent?

2024-08-29 09:44

Sslee

Repost
Posted by Sslee > Aug 15, 2024 3:55 PM | Report Abuse X
Petron corp q2 end 31/06/24 result out:
Peso million
Net income: 2,090
Attributable to:
Equity holders of parent company: 2,045
Non controlling interest: 45

Since Petron corp hold 73.4% Petronm hence
Petronm income = Peso 45/0.266 =169.17 million
AT 30/6/24 1 RM =12.4 Peso
Q2 net profit= RM169.17/12.4= RM 13.64 million

2024-08-29 09:52

speakup

There's the Genius!

2024-08-29 10:43

sheldon

TQ Sslee.
What rotten results!

2024-08-29 14:42

Learner68

Thanks to SsLee for the analysis.

2024-08-30 11:13

jomvalueinvest2

Just as I thought after HengYuan released its QR ...

2024-08-30 21:00

sheldon

Although the Profit had dropped significantly i.e. half year from 149m to 83m and quarterly from 40m to 13m, I can't seem to clearly figure from their explanation as to why. Is it bad English or BS?

2024-09-02 09:46

jomvalueinvest2

They didn't explain in detail, apparently

2024-09-02 19:04

aklobi

Bought more @4.30 today

2024-09-04 17:37

AzlanIshtiqal

Sy tunggu RM4 baru hentam ...

2024-09-05 14:34

mf

Dow Jones

Dow Jones Industrial Average

40,345.41

-410.34

1.00%

Nasdaq

NASDAQ Composite

16,690.83

-436.82

2.55%

2024-09-08 05:30

sheldon

AzlanIshtiqal - tak makan ka?

2024-09-11 15:17

allaboutvalue

Two sinochem oil refineries declared bankrupt as margins plunge

https://theedgemalaysia.com/node/726927

2024-09-17 14:43

StarOfTheBull

This one follows Hengyuan. Better take profit and run.

2 months ago

mf

U.S. crude oil jumps more than 3%, closes above $77 as market waits for Israel strike against Iran
Published Mon, Oct 7 20247:20 AM EDTUpdated 2 Hours Ago

2 months ago

Income

Makan

2 months ago

allaboutvalue

BP says weak refining margins to hit Q3 profit

https://www.thestar.com.my/business/business-news/2024/10/11/bp-says-weak-refining-margins-to-hit-q3-profit

2 months ago

mf


Crude Oil WTI
Nov 24 71.22 72.12 70.75 -2.61 -3.54%
02:57:51
Copper
Dec 24 4.3505 4.4115 4.3432 -0.0532 -1.21%
02:57:49
Brent Oil
Dec 24 74.75 75.70 74.25 -2.71 -3.50%

2 months ago

Sslee

Sslee Petron corp q3 end 30/09/24 result out:
Peso million
Net income: 1,086
Attributable to:
Equity holders of parent company: 1,071
Non controlling interest: 15

Since Petron corp hold 73.4% Petronm hence
Petronm income = Peso 15/0.266 =56.39 million
AT 30/9/24 1 RM =13.57 Peso
Q3 net profit= RM56.39/13.57= RM 4.16 million

1 month ago

Johnchew5

Hoho Kon Lee still promoting ke … recalled promoted Hengyuan n Petronm at RM 7.0 with Crack Spread Wayang .. actor : Kon gang from Tunepro n Netx with aka id …. Average down Petronm at RM 4.60 ke …

Btw how is yr Jtiasa ???

1 month ago

princehero

Sslee.. thanks ya.. ur calculation is accurate 👍

1 month ago

sheldon

Thanks Sslee.
Now we've to put up with all the BS from management as to why they churn out (consistently if I may add) such rotten results. To make up for the shortfall of profits, perhaps the management should consider selling and realising gains from some of its assets so that we can be paid decent dividends.

I'd like to see some heads roll. We're not running a social club here.

1 month ago

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