$精礪(NO4.SG)$ Lim & Tan has a buy on Dyna-Mac with a tp of $0.45. Dyna-Mac stands as a prominent frontrunner amidst the ongoing supercycle in the O&G industry, poised to capitalize on the anticipated prolonged industry upswing. With a focused expertise in topside module fabrication for FPSOs, Dyna-Mac has not only clinched substantial orders but has also expanded its operational capacity to fulfill its burgeoning order book. They expect further even more contract wins, margin expansion and ...
$常青石油及天然氣(T13.SG)$$REX國際(5WH.SG)$$精礪(NO4.SG)$$WTI原油主連(2406)(CLmain.US)$ Oil prices rose more than 2% on Wed amid signs of tightening supply, including declining US inventories and continued drone attacks on Russian refineries. Brent traded around USD84 and WTI traded around USD79.6. Crude inventories dropped by 5.52 million barrels for the week ending Mar 8 versus expectations for a draw of 400,000 barrels, according to data from the API. Gasoline and distillate inventories...
$精礪(NO4.SG)$ A Clever Lesson In Self Worth Based on latest balance sheet Dyna Mac's PE is about 12 which is lower than industry average (14-16) hence there is still room for surge since it is still below fair value. Furthermore (Barring unforeseen circumstances - General market) forward looking PE is much higher taking into consideration that operating cashflow, EPS will continue improving this year if they continue winning projects. Company not much debt with low gearing, high ability to ...
$精礪(NO4.SG)$ Dyna-Mac closed higher above the MA5 with a surge in volume. MACD is positive and RSI is constructive. It may rise to resistance around 0.36.
bullrider_21樓主 : 截至 2023 年 12 月,Dyna Mac 的訂單庫總額為 438.2 億新加坡元,預計交貨到 2025 財政年度。
cowpehcowmoo : 看起來我們正在使用相同的估值公式,但林的增長率可能在 14 中有點激進,而我使用 12。我的增長率較低的原因是由於 Dyna 採購的額外庭院空間,因為他們可以承辦的項目規模存在限制,而我的未來看待的 PE 是基於預先認證和假設他們可以在 2024 年贏得 300-350 萬項目。我希望他們在 3 月底前贏得一些價值 80-120 萬的小模塊,但它錯過了我的目標,因此我上週銷售的許多原因之一
bullrider_21樓主 cowpehcowmoo: 好吧但 Dyna-Mac 似乎現在還有更多優勢。
cowpehcowmoo bullrider_21樓主: 我也認為這樣,公司的現金流肯定非常好,即使他們直到 6 月才能贏得項目,只要它 <=38,只是現在風險回報很高(如風險比價格更高),因此我決定鎖住我的利潤,因此去年我決定追逐龍的 44 歲時,當我決定追上 Dragon 的價值高於 2023 年的時候,我決定鎖住我的利潤,因此我決定鎖住我的利潤,因此我錯過了 44 歲的牛市。
♤方展博♤ : 自 2009 年以來,O&G 的衰退。15 年後。超級循環即將到來。
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