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Lest Euch doch mal unten stehenden Bloomberg Artikel durch. Die Aktie ist zwar schon ansehnlich gelaufen, aber wenn die Pläne umgesetzt werden, wird sich der Kurs verdoppeln. Denn die Information sagt doch zusammengefaßt Folgendes:
1. Surgutneftegaz wird im April zum ersten mal seit 2001 wieder IFRS Standard bilanzieren. Viele Institutionelle dürfen gar nicht in Werte investieren, die diese Regeln nicht einhalten und sind somit hier noch gar nicht engagiert.
2. Man wird bei einer Marktkapitalisierung von ca. 35 Mrd. einen Cashbestand von über 30 Mrd. ausweisen. Also besteht kein Rückschlagspotential bei dem Wert.
3. Und man schaue sich mal bei den Vorzügen die exhorbitante Dividendenrendite an
Nun ein Auszug des Artikels:
the biggest gainer among New York-traded Russian stocks, will extend last year’s 30 percent rally as it adopts international accounting standards that will show the oil producer has about $30 billion in cash, Goldman Sachs Group Inc. and UBS AG said.
American depositary receipts of Russia’s fourth-biggest oil company rose to a 10-month high last week at $7.14 as oil capped the longest run of weekly gains in 14 months. The Bloomberg Russia-US Equity Index (RUS14BN) of U.S.-listed stock climbed 2.8 percent to 103.11, the highest since September, as CTC Media Inc. (CTCM) and VimpelCom Ltd. (VIP) surged more than 12 percent. Futures on the RTS Index lost 0.2 percent to 160,180 on Jan. 18.
Surgut will prove it had the most cash in a decade at the end of 2012 as it’s scheduled to report earnings in April under international accounting standards for the first time since 2001, Michele della Vigna and Peter Hackworth, analysts at Goldman in London, wrote in an e-mailed report on Jan. 17. Investors would expect the company to use the money for dividend payments and new exploration projects, UBS said.
“The company will probably show more than $30 billion in cash under international accounting standards and that is going to be a catalyst for further price increases,” Constantine Cherepanov, an analyst at UBS in Moscow who has a buy rating on the stock, said by phone from Moscow on Jan. 18. “The money pile protects the stock from any meaningful decline.”
Russian Standards
The Market Vectors Russia ETF (RSX), the largest dedicated Russian exchange-traded fund, increased 0.9 percent to $30.38 on Jan. 18, capping a 2.1 percent weekly gain. The RTS Volatility Index, which measures expected swings in the stock futures, declined 6.1 percent to 20.20.
Surgut probably had $32.2 billion in cash by end-2012, Goldman said, reiterating its buy rating and adding the stock to the central and eastern Europe, Middle East and Africa focus list. The company’s market value was 1.03 trillion rubles, or $33.9 billion, as of Jan. 18, data compiled by Bloomberg show.
Russia’s three biggest oil producers -- OAO Rosneft, OAO Lukoil (LUKOY) and TNK-BP -- currently report to U.S. Generally Accepted Accounting Principles, or GAAP, and have either already shifted to IFRS or pledged to do so. Surgut isn’t required to give details on its cash holdings and treasury shares under Russian accounting standards.
“There are funds that are not allowed to buy shares of companies that don’t report in IFRS,” Cherepanov said. “If that obstacle is removed, demand for Surgutneftegas’s shares would rise immediately.”
Shpilman Field
The ADRs rose 0.8 percent on Jan. 18 in New York for a 6.6 percent weekly advance. One ADR is equal to 10 Moscow-listed preferred shares. The stock climbed 2 percent to 21.63 rubles, or 71.5 U.S. cents, on Jan. 18 in Moscow, the highest level since Sept. 10.
Surgut increased crude oil output by 1 percent to 61.4 million tons in 2012 from 2011, the company said in a Jan. 15 statement on its website. Gas production was at 12.2 billion cubic meters in 2012, according to the statement.
The company will probably keep production near the current levels in 2013 through 2015 before increasing output as soon as in 2016 after winning rights to the Shpilman field in December, Goldman Sachs’s analysts said in the report.
The oil producer won rights for the Siberian field by offering to pay almost four times more than the asking price, outbidding OAO Rosneft (ROSN) and OAO Gazprom Neft, Russian subsoil agency Rosnedra said in a Dec. 18 statement.
1. Surgutneftegaz wird im April zum ersten mal seit 2001 wieder IFRS Standard bilanzieren. Viele Institutionelle dürfen gar nicht in Werte investieren, die diese Regeln nicht einhalten und sind somit hier noch gar nicht engagiert.
2. Man wird bei einer Marktkapitalisierung von ca. 35 Mrd. einen Cashbestand von über 30 Mrd. ausweisen. Also besteht kein Rückschlagspotential bei dem Wert.
3. Und man schaue sich mal bei den Vorzügen die exhorbitante Dividendenrendite an
Nun ein Auszug des Artikels:
the biggest gainer among New York-traded Russian stocks, will extend last year’s 30 percent rally as it adopts international accounting standards that will show the oil producer has about $30 billion in cash, Goldman Sachs Group Inc. and UBS AG said.
American depositary receipts of Russia’s fourth-biggest oil company rose to a 10-month high last week at $7.14 as oil capped the longest run of weekly gains in 14 months. The Bloomberg Russia-US Equity Index (RUS14BN) of U.S.-listed stock climbed 2.8 percent to 103.11, the highest since September, as CTC Media Inc. (CTCM) and VimpelCom Ltd. (VIP) surged more than 12 percent. Futures on the RTS Index lost 0.2 percent to 160,180 on Jan. 18.
Surgut will prove it had the most cash in a decade at the end of 2012 as it’s scheduled to report earnings in April under international accounting standards for the first time since 2001, Michele della Vigna and Peter Hackworth, analysts at Goldman in London, wrote in an e-mailed report on Jan. 17. Investors would expect the company to use the money for dividend payments and new exploration projects, UBS said.
“The company will probably show more than $30 billion in cash under international accounting standards and that is going to be a catalyst for further price increases,” Constantine Cherepanov, an analyst at UBS in Moscow who has a buy rating on the stock, said by phone from Moscow on Jan. 18. “The money pile protects the stock from any meaningful decline.”
Russian Standards
The Market Vectors Russia ETF (RSX), the largest dedicated Russian exchange-traded fund, increased 0.9 percent to $30.38 on Jan. 18, capping a 2.1 percent weekly gain. The RTS Volatility Index, which measures expected swings in the stock futures, declined 6.1 percent to 20.20.
Surgut probably had $32.2 billion in cash by end-2012, Goldman said, reiterating its buy rating and adding the stock to the central and eastern Europe, Middle East and Africa focus list. The company’s market value was 1.03 trillion rubles, or $33.9 billion, as of Jan. 18, data compiled by Bloomberg show.
Russia’s three biggest oil producers -- OAO Rosneft, OAO Lukoil (LUKOY) and TNK-BP -- currently report to U.S. Generally Accepted Accounting Principles, or GAAP, and have either already shifted to IFRS or pledged to do so. Surgut isn’t required to give details on its cash holdings and treasury shares under Russian accounting standards.
“There are funds that are not allowed to buy shares of companies that don’t report in IFRS,” Cherepanov said. “If that obstacle is removed, demand for Surgutneftegas’s shares would rise immediately.”
Shpilman Field
The ADRs rose 0.8 percent on Jan. 18 in New York for a 6.6 percent weekly advance. One ADR is equal to 10 Moscow-listed preferred shares. The stock climbed 2 percent to 21.63 rubles, or 71.5 U.S. cents, on Jan. 18 in Moscow, the highest level since Sept. 10.
Surgut increased crude oil output by 1 percent to 61.4 million tons in 2012 from 2011, the company said in a Jan. 15 statement on its website. Gas production was at 12.2 billion cubic meters in 2012, according to the statement.
The company will probably keep production near the current levels in 2013 through 2015 before increasing output as soon as in 2016 after winning rights to the Shpilman field in December, Goldman Sachs’s analysts said in the report.
The oil producer won rights for the Siberian field by offering to pay almost four times more than the asking price, outbidding OAO Rosneft (ROSN) and OAO Gazprom Neft, Russian subsoil agency Rosnedra said in a Dec. 18 statement.
