黄金10年-596-072-败家油气股
犹在一年前,世霸动力(SRBADK,5279)依然傲视沙布拉能源(SAPNRG,5218)。前者是后起之秀,最具资格接替后者的皇者地位。后者在2019年重组以后一直走不出债务过重的阴影,甚至是国民投资公司出手相助业沉疴难起。
本来,石油领域和棕油领域一样,都是我国主要的收入或税收来源。但是,棕油公司向来由国企和私人企业双分天下,国家企业虽然生产力没有私企那么强,不过胜在手握大片土地,以量取胜。不过,近来由于环境和社会监管越来越吃重,国营企业面对欧美国家施压,虽然强自镇定,笑说无事,不过明眼人看得出其心中着急。
反观油气领域,国家业务主要由国油主导,多年来产生了许多大大小心的石油公司,靠国油的预算和项目“找吃”。过去几年石油价钱崩溃,国油实施撙节措施,削减了许多工厂和项目,跟着它的大小公司深受打击,有些甚至宣布破产,随浪淘沙而去。
油气股当中,比较争气的不多,非土著企业更少,勉强寻来,大致上只有戴乐集团(DIALOG,7277)和云升控股(YINSON,7293)等几家,许多土著公司在这段期间纷纷落马,一些几乎永不翻身。企业监管良好的国油公司,竟然养了一批不长进的徒子徒孙,让我们非常慨叹。在这当中,一度身为国内上市油气股龙头的沙布拉能源,也竟也成为落难之一,委实令人十分惊讶,难以接受。
重组之后,沙布拉能源一度表现平稳,让投资者以为难关已过,没想到接下来营运再次面对困难,珍贵的资产已经脱售,此时再无力反扑,唯有节节败退。直至今日,市值曾经高达数百亿令吉的堂堂一家大公司,沦落到连10万令吉的欠债都无法偿还,要被人起诉,之前拿下数百万花红的执行董事是否感到忏愧?
和沙布拉能源同为油气股,且是土著翘楚的世霸动力,自上市以后公司表现和股价也是一时无俩,被视为沙布拉能源的接班公司。可是,去年一次假账疑云,造成这颗彗星陨落,股价从2令吉大跌至6仙,和沙布拉不遑多让。或许在位的人士,包括前首相纳吉,不应该只想什么“大到不能倒”、“道理还是民生受苦)等等诡辩的问题,而应该思考为什么这些巨大的土著公司如此不堪一击?历史上,用好公司来救坏公司,往往发生在昏君灭国的时刻。
我们不敢想太多,上周沙布拉突然热起,股价和凭单价起了几乎一倍,我们先脱售一部分,以免万一像世霸动力之前那样停牌,完全动弹不得。拜沙布拉能源暴起之赐,组合回酬弹升到亏0.28%
本周投资记录:
1. 卖沙布拉能源(SAPNRG,5218)10万股,每股7.5仙,价值7473.75令吉
2. 卖沙布拉能源凭单(SAPNRG-WA,5218WA)10万股,每股4仙,价值3980.80令吉
免责声明
除了股票基本面,本文内容纯属虚构,所有提及股项纯属学术上或经验上的建议,读者若有兴趣投资,应该自行深入研究或询问股票经纪才决定,盈亏自负。我们鼓励通过正确的投资方式创造财富,文中的建议,都有一个完整的买卖纪录
http://root-golden10years.blogspot.com/2022/05/10-596-072.html
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