Friday, 14 July 2017

Sector Watch: Energy

Larger Caps

China Aviation Oil (Singapore) Corporation Ltd (G92)

China Aviation Oil (Singapore) Corporation Ltd is the largest physical jet fuel trader in the Asia Pacific region and the key supplier of imported jet fuel to China's civil aviation industry.

Shares are currently trading at 11.6 times its earnings and 1.5 times its book value. Dividend yield is currently at 2.6% and debt is at 1.9 times its earnings.

Smaller Caps

Geo Energy Resources Limited (RE4)

A low-cost Indonesian coal producer employing sustainable mining techniques.

Shares are currently trading at 5.1 times its earnings and 1.5 times its book value. Dividend yield is currently at 4.1% and debt is at 1.0 times its earnings.

SHS Holdings Ltd. (566)

The Group is in the business of renewable energy and modular construction.

Shares are currently trading at 50.8 times its earnings and 0.7 times its book value. Dividend yield is currently at 1.1% and debt is at 2.7 times its earnings.

Sinostar PEC Holdings Limited (C9Q)

They are one of the largest producers and suppliers of downstream petrochemical products within 400km radius of our production facilities within the Dongming Petrochem Industrial Zone in Dongming County of Shandong Province, PRC. Situated within the Zhongyuan Oilfield—one of PRC’s largest oilfields, rich in energy resources and linked by a comprehensive logistics network, their strategic location allows them to reach out to the nearby populous and industrialised provinces such as Shandong, Henan, Anhui, Jiangsu, Shaanxi, Hebei and Zhejiang.

Shares are currently trading at 6.0 times its earnings and 1.0 times its book value. Dividend yield is currently at 2.5% and the company currently has no debt.

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