Author Topic: SHEL -- Shell Pakistan  (Read 189418 times)

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Offline AL-IMRAN

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Re: SHEL -- Shell Pakistan
« Reply #879 on: March 08, 2019, 09:56:18 PM »
RSI ISKA 25 PAR HAI...HOPE RECOVERY IS EXPECTED FROM MONDAY..IN SHA ALLAH...BUY KAR LENA .. IT WILL NOT DISAPPOINT YOU..

Pakinvestorsguide

Re: SHEL -- Shell Pakistan
« Reply #879 on: March 08, 2019, 09:56:18 PM »

Offline optimistic

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Re: SHEL -- Shell Pakistan
« Reply #880 on: March 09, 2019, 12:00:36 AM »
RSI ISKA 25 PAR HAI...HOPE RECOVERY IS EXPECTED FROM MONDAY..IN SHA ALLAH...BUY KAR LENA .. IT WILL NOT DISAPPOINT YOU..

Hascol ka haal dekho bhaio OMC mei bhot sale ha. Refineries ka be bura haal ha.
TOP Scripts as below: Updated (28th Sept, 2019)
1. Feroz, 2. Hinoon, 3. Akzo, 4. Mughal, 5. DCR, 6. APL, 7. CPPL, 8. Engro Corp, 9. Hubco, 10. Searl. 11. TRIPF. 12. Sanofi Aventis.

I am not perfect. Please do your own research my comments / or views may not prove accurate, nor i advise anyone to act upon on my recommendations, nor i accept any responsibility on me. Your money, your gain / or loss, before investing into any script better you gain sufficient knowledge of business and calculate risk accordingly as per your risk appetite.

aharoon

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Re: SHEL -- Shell Pakistan
« Reply #881 on: March 09, 2019, 01:23:05 AM »
RSI ISKA 25 PAR HAI...HOPE RECOVERY IS EXPECTED FROM MONDAY..IN SHA ALLAH...BUY KAR LENA .. IT WILL NOT DISAPPOINT YOU..

Hascol ka haal dekho bhaio OMC mei bhot sale ha. Refineries ka be bura haal ha.
Foreigner investors Kay mazaay hee mazaay lagay huay Hain.. 4 USD (95*4=380) Wala Hascol ka aik share aaj 1 USD Mai mil raha hai.. 10 USD wala LUCK ( 98*10=980) aaj 3.3 (140*3.3) USD Mai mil raha hai.. 1.5 USD wala PAEL aaj sirf 15 cents Mai .. phir bhi buying nahin kartay ye logg  :skeptic:   :skeptic:

aharoon

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Re: SHEL -- Shell Pakistan
« Reply #882 on: March 09, 2019, 01:32:48 AM »
RSI ISKA 25 PAR HAI...HOPE RECOVERY IS EXPECTED FROM MONDAY..IN SHA ALLAH...BUY KAR LENA .. IT WILL NOT DISAPPOINT YOU..

Hascol ka haal dekho bhaio OMC mei bhot sale ha. Refineries ka be bura haal ha.
Foreigner investors Kay mazaay hee mazaay lagay huay Hain.. 4 USD (95*4=380) Wala Hascol ka aik share aaj 1 USD Mai mil raha hai.. 10 USD wala LUCK ( 98*10=980) aaj 3.3 (140*3.3) USD Mai mil raha hai.. 1.5 USD wala PAEL aaj sirf 15 cents Mai .. phir bhi buying nahin kartay ye logg  :skeptic:   :skeptic:
That time agar ham share market se Paisa nikal Kar Currency market Mai daal daitay tou ..
1 share 980rs Wala luck Baich k 10 dollar pakartay woo aaj 1400ra Kay hotay phir uss 1400rs se dobara luck ka share khareedtay tou aaj ham 3 shares lucky cement Kay Malik hotay   :laugh: :laugh:

Offline optimistic

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Re: SHEL -- Shell Pakistan
« Reply #883 on: March 09, 2019, 02:46:02 AM »
RSI ISKA 25 PAR HAI...HOPE RECOVERY IS EXPECTED FROM MONDAY..IN SHA ALLAH...BUY KAR LENA .. IT WILL NOT DISAPPOINT YOU..

Hascol ka haal dekho bhaio OMC mei bhot sale ha. Refineries ka be bura haal ha.
Foreigner investors Kay mazaay hee mazaay lagay huay Hain.. 4 USD (95*4=380) Wala Hascol ka aik share aaj 1 USD Mai mil raha hai.. 10 USD wala LUCK ( 98*10=980) aaj 3.3 (140*3.3) USD Mai mil raha hai.. 1.5 USD wala PAEL aaj sirf 15 cents Mai .. phir bhi buying nahin kartay ye logg  :skeptic:   :skeptic:
That time agar ham share market se Paisa nikal Kar Currency market Mai daal daitay tou ..
1 share 980rs Wala luck Baich k 10 dollar pakartay woo aaj 1400ra Kay hotay phir uss 1400rs se dobara luck ka share khareedtay tou aaj ham 3 shares lucky cement Kay Malik hotay   :laugh: :laugh:

Sare game he luck ke ha dost warna apna damgh khyan kam karta ha yeh tu luck he ha jo sath dey jaye tu banda bech jata ha warna stock market kei bhary Charter Accountants (ca) bankrupt hotay dekhen hains.
TOP Scripts as below: Updated (28th Sept, 2019)
1. Feroz, 2. Hinoon, 3. Akzo, 4. Mughal, 5. DCR, 6. APL, 7. CPPL, 8. Engro Corp, 9. Hubco, 10. Searl. 11. TRIPF. 12. Sanofi Aventis.

I am not perfect. Please do your own research my comments / or views may not prove accurate, nor i advise anyone to act upon on my recommendations, nor i accept any responsibility on me. Your money, your gain / or loss, before investing into any script better you gain sufficient knowledge of business and calculate risk accordingly as per your risk appetite.

Offline ZafarAAA

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Re: SHEL -- Shell Pakistan
« Reply #884 on: March 11, 2019, 10:51:14 AM »
BHAI LOG IS PAR BHI ROSHNI DAALO. CURRENT YEAR EPS MINUS 10.90 AAYA HAI AGAINST PLUS 29.4 AS PER LAST YEAR. TO KIA LAGTA HAI?? KAHAN TAK GIR SAKTA HAI.. YAAR IS SAAL REPORT MEIN YE OTHER EXPENSES KONSE DIKHAYE HAIN COMPANY NE?? 5 MILLIONS K JIS KI WAJA SE LOSS SHOW KIA HAI... ALREADY 3 DAYS SE LOWER LOCK HAI.. LOCK KAB KHULEGA OR YE KITNA NEECHAY JA SAKTA HAI???
Other expense is exchange loss.

Offline ZafarAAA

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Re: SHEL -- Shell Pakistan
« Reply #885 on: July 22, 2019, 08:59:56 AM »
AKD

As domestic OMCs have their “backs against the wall” on the operational front (sagging POL
volumes, tepid macro backdrop), we assess the relatively high margin lubricants segments,
underscoring the competitive forces prevalent in the space.
? FY18 lubricants offtake shows SHEL holding pole position, where recently launched premium
segment motor oils seem to aid the OMC in cementing market share, while HASCOL made
inroads into the segment growing volumes by 27%YoY vs. 7%YoY for total industry sales.
? Transport linked offtake remains the foundation of total lubricant sales, inextricably linking
them with retail fuel dynamics, where higher prices and the dampened outlook for commercial transporters could weaken the shift to high-spec, fully synthetic oils with higher margins.
? Updated industry sales data from OCAC shows a slowing of overall lubricant sales (11MFY19
sales down 11%YoY), matched by data points showcased in PSO’s briefings (9MFY19 sales
down 12%YoY) making for a terse outlook for growth (expected at 2-3%YoY for FY20).
? Amongst listed players, SHEL receives the highest contribution to its GP from lubricant sales
hence standing as the most exposed due to slowdown while the uncertainty extends to HASCOL with its blending plant recently commissioned, as management intends to focus more
on high margin segments to support profitability.
1
SHEL stands ground while HASCOL outshines others in growth: We use the OCAC Pakistan Oil
Report 2017-18 to tabulate company-wise sales of lubricants, a dataset not reported by OCAC with
the monthly OMC sales. And with FO phasing out, focus of companies is shifting towards solely
retail, which slates the sector emerging battlefront for local OMCs. Tabulating the numbers, SHEL
maintains the leadership in the segment with a market share of 43% in FY18 vs. 43% in FY17 while
company’s growth also remained at the same levels as of FY17 (5% in FY18 vs. 6% in FY17). On other hand, HASCOL stood out with a growth in volumes of 27% in FY18, increasing its market share to
5% in FY18 from 4% in FY17 , which we believe is due to company setting a ground for its upcoming
lube blending plant, expected to be commissioned to 1QFY20. However, company still was the most
reliant on imported lube and grease amongst the listed players with 14% (9% in FY17) of its volume
being imported

Outlook: Moving forward, we expect overall lubricant to sales to post a muted growth (2-3%) in
FY20 as adverse microenvironment weighs heavily where we expect the affect to be more pronounced on industrial sales while automotive segment is expect show some resilience. Of the listed
players, SHEL receives the highest contribution to its GP from lubricant sales hence stands as most
worse off due to slowdown while it also spells bad for HASCOL with its blending plant due to come
online, especially after management intends to focus more on this segment to support profitability
with declining MS/HSD sales in the backdrop.