The market may have been overly optimistic about the stock, leading to a faster share price drop compared to EPS. Potential buyers may feel they've missed out, but the business could still be doing well. However, a warning sign in Kunlun Energy's investment analysis should be noted by investors.
Kunlun Energy's steady ROCE metrics suggest a mature operation, unlikely to result in future multi-bagger. The company's lackluster trends might be behind its modest stock returns.
Despite rising share price and growth forecast, investing in Kunlun Energy may not be ideal. Investigate other factors like balance sheet strength for future price drop opportunities.
Despite EPS decline not correlating with share price, revenue growth may interest investors. The total shareholder return was 39%, exceeding share price return due to dividends. Positive returns show potential business momentum.
Despite stable returns, Kunlun Energy is not compounding its earnings and has only returned 26% to shareholders over the last five years. Without clear growth opportunities and changes to ROCE, it’s unlikely to be a significant multi-bagger.
The market continued to focus on the European Union’s sanction measures on Russian oil products, which will come into effect from next month. Energy stocks swelled on the back of the rising oil prices. $中国石油化工(00386.HK)$and$昆侖能源(00135.HK)$gained 2.5% and 3.7%, respectively.$中国石油天然気(00857.HK)$and$中国海洋石油(00883.HK)$thrived 4.4% and 4.8%, respectively. The two companies anticipated their respective 2022 net profit to ...
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YC Xiao :
My CNOOC reaching 50% gain, not sure to sell or keep.
HK gas stocks extended losses, with China Resources Gas down 9.14%, New Aoyuan down 6.52%, Kunlun Energy Down 2.93%, Hong Kong China Gas down 2.42% and Tianlun Gas down 1.94%.$港華燃気(01083.HK)$$天倫燃気(01600.HK)$$昆侖能源(00135.HK)$
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