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Overview
Financial Highlight
HeadlinesBusiness Background Perdana Petroleum Bhd was incorporated on August 16, 1988. The Company is an investment holding company and is also engaged in the provision of administrative and management services. The Company, through its subsidiaries, is engaged in providing marine support services to oil and gas industry and leasing business activities in Labuan.
  SuperPanda price now on recess mode, selling cool down but still big vol 1st batch collect 0.225, if go down more ready for 2nd collect, if drop more and break support, cut loss and move on 25/11/2023 6:52 PM  Dehcomic01 Bursa listed Perdana Petroluem is 64% own Bursa listed Dayang. Dayang is basically an oilfield services company with a small marine charter segment. However in 2015 it acquired Perdana which is mainly in the marine charger business. When you look at the ROE for these 2 companies over the past decade, you can see Dayang outperforming Perdana. From a fundamental perspective, why would you want to own Perdana? From a risk mitigation perspective, Dayang is more diversified. Of course the elephant in the room is whether Dayang made a mistake in acquiring Perdana. With hindsight it was better not to do so. Moral of the story? Many companies have both organic and acquisition growth. But not all acquisitions added value to the shareholders. https://ujianehc.blogspot.com/2023/12/dayang.html 05/01/2024 8:32 AM AhHuat168 Collect now .Perdana will slowly recover. This year oil price will increase. 05/01/2024 6:21 PM SuperPanda vol has come and perdana father got new contract from petronas and extension from mubadala hold tight, once 21c break, will up all the way to 0.24-0.25 07/01/2024 9:43 PM SuperPanda almost +50% gain since 0.20 price, take profit better, can spend for CNY 31/01/2024 5:36 PM SuperPanda Q4 rev will be good due to higher charter rate but might be offswt by impairment/depreciation will come back after qr out 14/02/2024 10:52 PM RJ87 Macam tak mau limit, better reduce my position and enter again later considering past few good QR also gap down. 16/02/2024 11:38 PM Jacintha sure jatuh before continuing its trend. poor qtr report and sell on news. a good share. 22/02/2024 9:13 AM bullrun168 Wow, oil price was super bull ! Now Brent already at=> $85.42 +$1.39 +1.65 % 15/03/2024 7:34 AM zhangzuode ICON being bought over by Executive Chairman of YINSON. And then there is the IPO of Keyfield International, an OSV operator. There appears to be much interest in OSV operators all of a sudden. Indeed OSVs is in tight supply and DCR (daily charter rates) is increasing since 2022. Perdana, having the cleanest balance sheet, should benefit and perhaps will be buying new vessels, especially AHTS. 27/03/2024 10:50 AM  |
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