Energy Malaysian Community
Our community narratives are driven by numbers and valuation.
Energy Malaysian Investing Ideas
Perdana Petroleum Berhad is a Zombie Business with a 27.34% Profit Margin and inflation adjusted revenue Business
Valuation Where do you think the business will be in 3, 5 or 10 years time? Either privatisation to clean the books and get the ship running with less leakages.Read more
Rising Southeast Asian Demand Will Secure A Resilient Energy Future
Key Takeaways Strategic acquisitions and synergistic production hubs ensure long-term growth, higher margins, and industry-leading reserves replacement despite industry constraints. Strong internal funding, government support, and scale position Hibiscus to benefit from energy security priorities and favorable supply agreements.Read more
Brunei Projects Will Expand Production Amid Tax And Market Uncertainties
Key Takeaways Strategic asset acquisitions and production enhancements are set to elevate revenue and profit margins through increased operational efficiency and production capacity. Shareholder value is being prioritized through tax optimization, share buybacks, and dividend increases, potentially enhancing investor returns and EPS.Read more
Rising Decommissioning Costs And Regulatory Risks Will Drain Value
Key Takeaways Heavy reliance on mature oil and gas assets and minimal diversification exposes the company to market, regulatory, and sustainability risks. Anticipated declines in oil demand, stricter ESG standards, and high decommissioning costs threaten future margins and cash flow stability.Read more
