Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Loading...
Community
/
Pakistan
/
Energy
/
Oil and Gas Development
Create a narrative
Oil and Gas Development Community
KASE:OGDC Community
3
Narratives
written by author
1
Comments
on narratives written by author
93
Fair Values set
on narratives written by author
Community Investing Ideas
Oil and Gas Development
Popular
Undervalued
Overvalued
Oil and Gas Development
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Digitalization And Basin Expansion Will Secure Energy Demand
Key Takeaways Leadership in new basins, digitalization, and recovery technology could drive lasting volume growth and margin gains far outpacing expectations, even in downturns. Strategic positioning, robust financials, and supportive regulation may enable asset growth, reduced risks, and sustained shareholder returns amid global supply uncertainty.
View narrative
PK₨400
FV
32.0% undervalued
intrinsic discount
6.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
4
users have followed this narrative
8 days ago
author updated this narrative
Oil and Gas Development
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Projects Like Jhal Magsi And Reko Diq Will Expand Future Production
Key Takeaways Extensive exploration portfolio and discoveries could drive future growth by increasing revenue when developed and online. Optimized production techniques and new exploratory wells improve production efficiency, enhancing net margins through reduced operational costs.
View narrative
PK₨315.94
FV
13.9% undervalued
intrinsic discount
5.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
43
users have followed this narrative
15 days ago
author updated this narrative
Oil and Gas Development
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Accelerating Renewable Adoption Will Constrain Hydrocarbon Returns
Key Takeaways The accelerating global transition to renewables and heightened regulatory pressures threaten OGDCL's long-term relevance, profitability, and ability to expand. Heavy reliance on aging assets, underinvestment, and rising costs expose the company to production risks, capital overruns, and reduced shareholder value.
View narrative
PK₨210
FV
29.6% overvalued
intrinsic discount
6.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
2 months ago
author updated this narrative