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Yap SK
's comment on
PETRONM
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Yap SK
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Paul - 日本石油巨头ENEOS宣布将从Chevron手中买下东南亚多国和 ...
是时候了解一下新西兰的燃油行业是如何运作的,以及为什么价格会 …
日资853亿收购东南亚业务大马450家Caltex油站易主
将 Petron 马来西亚(PetronM, 3042.KL)仅约 3.05 亿美元(约 12 亿令吉)的市值 与加德士(Caltex)打包资产 21.7 亿美元的收购价 相比,在资产重置价值和账面指标上,市场显然对 PetronM 存在极其严重的低估(Deep Value)。
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Yoon Kent Cheong
不要忘了caltex 的 lubricant 市場 還有價值。 油站業務 不是很好利潤 。
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