KSE POL Kaam ki baat

Posted on July 29, 2011

kuch der pehlay meray brokerage house jahan main trading karta hon, meray mama kay trading house se nahi. ye update aai hai, waisay tu kafi seedhi baat hai magar phir POL ki kahan ka khulasa kardetay hain

farma rahe hain:

Investment ke parhe likhay dhakano ne jo POL ke bare main jo  tukay lagai thay woh unki aisi tesi ho gai gai, aur POL 8% inhon tukay lagai thay ke 368 cross karega kiay!! magar pichli post main jo america ka fanda bataya hai maine uski waja se market gir gai, waja jo bhi ho

POL main KAM KI BAAT

in ko lagta hai POL  is level par yani 356 ke pass uthana chahiye ainda chand hafton main upar jane ka scene hai.  dividend acha dega khabar ke mutabiq

 

POL: Price correction betrays investment case 

We believe investors’ concerns on decline in production on Domial I or dry appraisal well lack basis. As a results, an 8% correction in POL’s stock price since 19th July appears to be without any change in investment case.

With valuation matrix now more favorable (FY12E P/E of 6.4x, D/Y of 9.4%), we see a good buying opportunity and believe re-rating momentum seen in the recent past is likely to resume on news-heavy period ahead.

Recent industry reports confirm production on Domial I has increased to 558bpd, up 94% WoW. Drilling continues on Domial II to a new target depth.

We reiterate our thesis of strong free cash flow generation and rising dividend yield for POL (3-year CAGR of 17% and 12% respectively).

Tags: POL