OGZD Gazprom Cedear

Foro dedicado al Mercado de Valores.
oudine2
Mensajes: 242
Registrado: Mar Sep 06, 2016 6:55 pm

Re: OGZD Gazprom Cedear

Mensajepor oudine2 » Mié Ene 03, 2018 3:56 pm

taranta escribió:Hola , a los que la siguen a gazprom, un par de preguntas....
Cuanto vale por bolsa la empresa y P/E tiene.
Yo la veo con cariño pero aun no la tengo clara, falta info aca, por eso me atrevo a preguntar quienes la tienen y la siguen..
Otra cosa es que no entiendo salvo que haya pagado un exorbitante divedendo en acciones ...es por que la marcan como que el año pasado valia 440 y ahora esta 4,55 al cierre de hoy...si me pueden sacar estas dudas se los agradecere.


El market cap está en 50.000 millones de U$S, el P/E está entre 3 y 4 depende que variables tomes, pero menor a 4 es. Paga dividendos religiosamente, últimamente en torno al 7%. En cuanto a lo que decís del precio o te falta una coma o estás confundido. Hace rato que vale en torno a 4 y 5, desde hace unos 4 años estaba en 8.

Podés seguir las principales variables acá:

https://es.investing.com/equities/gazprom

taranta
Mensajes: 186
Registrado: Jue Dic 05, 2013 7:16 pm

Re: OGZD Gazprom Cedear

Mensajepor taranta » Mié Ene 03, 2018 3:24 pm

Hola , a los que la siguen a gazprom, un par de preguntas....
Cuanto vale por bolsa la empresa y P/E tiene.
Yo la veo con cariño pero aun no la tengo clara, falta info aca, por eso me atrevo a preguntar quienes la tienen y la siguen..
Otra cosa es que no entiendo salvo que haya pagado un exorbitante divedendo en acciones ...es por que la marcan como que el año pasado valia 440 y ahora esta 4,55 al cierre de hoy...si me pueden sacar estas dudas se los agradecere.

oudine2
Mensajes: 242
Registrado: Mar Sep 06, 2016 6:55 pm

Re: OGZD Gazprom Cedear

Mensajepor oudine2 » Mié Ene 03, 2018 3:09 pm

lestat escribió:Las ventas de gas a Europa estuvieron en récords históricos, 8% más que el año pasado. La producción aumentó 12%.

https://seekingalpha.com/news/3320931-g ... -high-2017



Hoy salieron todas noticias positivas para el sector y para Gazprom, es increible la pasividad que tiene esta acción. Es una de esas acciones que te preguntás una y otra vez qué es lo que no estás viendo...

Además con todo el mercado en máximos y los commodities en mínimos para mí es fundamental estar parado en bienes tangibles y reales con empresas con poca probabilidad de quiebra. La deuda, la plata, los bonos, son todos papelitos de colores, acá estás sentado sobre bienes materiales.
Veremos qué nos depara este año, pero bueno, igualmente es para tenerla como minimísimo hasta 2020 que es cuando va a tener operativos ya varias de las inversiones.

lestat
Mensajes: 1274
Registrado: Mié Dic 16, 2015 12:10 am

Re: OGZD Gazprom Cedear

Mensajepor lestat » Mié Ene 03, 2018 1:27 pm

Las ventas de gas a Europa estuvieron en récords históricos, 8% más que el año pasado. La producción aumentó 12%.

https://seekingalpha.com/news/3320931-g ... -high-2017

oudine2
Mensajes: 242
Registrado: Mar Sep 06, 2016 6:55 pm

Re: OGZD Gazprom Cedear

Mensajepor oudine2 » Mié Ene 03, 2018 9:06 am

China to claim natural gas importer title

Beijing's crackdown on pollution has put China on track to overtake Japan this year as the world's biggest importer of natural gas.

Already the largest importer of oil and coal, China is the world's third biggest user of natural gas behind the U.S. and Russia, but has to import around 40% of its total needs as domestic production can't keep up with demand.

bolsita1
Mensajes: 2590
Registrado: Vie Jun 13, 2014 5:42 pm

Re: OGZD Gazprom Cedear

Mensajepor bolsita1 » Vie Dic 29, 2017 11:18 am

vuela el gas

Financiero
Mensajes: 153
Registrado: Mar Mar 14, 2017 4:06 pm

Re: OGZD Gazprom Cedear

Mensajepor Financiero » Mié Dic 27, 2017 2:51 pm

oudine2 escribió:Estuve googleando un poco:

Gazprom launched the construction of the Turkish Stream gas pipeline’s offshore section near the Russian coast of the Black Sea on May 7. The company has already built around 300 kilometers of the Black Sea segment of the TurkStream gas pipeline. The first line is scheduled for completion in March 2018 and the second in 2019.

https://www.azernews.az/region/121404.html

Siendo que en marzo justo empieza la temporada con menor demanda, quizás veamos un impacto crecimiento de ventas en el Q3 (reportado en nov-18).

Financiero
Mensajes: 153
Registrado: Mar Mar 14, 2017 4:06 pm

Re: OGZD Gazprom Cedear

Mensajepor Financiero » Mié Dic 27, 2017 2:48 pm

oudine2 escribió:De hecho la torrecita esa de las oficinas centrales está presupuesta en 2 bn U$S, el 4 % del market cap :roll:

Nota de color, no sé si vieron la final de clubes, ahí estábamos patrocinando :2230:


https://s3-sa-east-1.amazonaws.com/asse ... 567142.JPG

Tengo la sensación de que en este caso la expansión es un imperativo político.
De ser así, las sanciones de USA podrían terminar siendo buenas para los inversores --> los obliga a ajustar para crecer.

En general, las empresas privadas tienden a matar el capex cuando no tienen cash. Con un poco de suerte, quizás maten el opex con tal de crecer.
Si es así, nos va a ir muy bien en 2018!

oudine2
Mensajes: 242
Registrado: Mar Sep 06, 2016 6:55 pm

Re: OGZD Gazprom Cedear

Mensajepor oudine2 » Mié Dic 27, 2017 2:48 pm

Estuve googleando un poco:

Gazprom launched the construction of the Turkish Stream gas pipeline’s offshore section near the Russian coast of the Black Sea on May 7. The company has already built around 300 kilometers of the Black Sea segment of the TurkStream gas pipeline. The first line is scheduled for completion in March 2018 and the second in 2019.

https://www.azernews.az/region/121404.html

oudine2
Mensajes: 242
Registrado: Mar Sep 06, 2016 6:55 pm

Re: OGZD Gazprom Cedear

Mensajepor oudine2 » Mié Dic 27, 2017 2:15 pm

De hecho la torrecita esa de las oficinas centrales está presupuesta en 2 bn U$S, el 4 % del market cap :roll:

Nota de color, no sé si vieron la final de clubes, ahí estábamos patrocinando :2230:


https://s3-sa-east-1.amazonaws.com/asse ... 567142.JPG

oudine2
Mensajes: 242
Registrado: Mar Sep 06, 2016 6:55 pm

Re: OGZD Gazprom Cedear

Mensajepor oudine2 » Mié Dic 27, 2017 2:10 pm

Financiero escribió:Gracias por compartir! Que lindo que hubiera sido que también anuncien un plan de eficientización de gastos...
Cuál de los proyectos sería el primero en terminarse? O todos irían a fines de 2019?


Sí, de hecho en la carta que compartí, en una parte empieza a hablar de todos los gastos sociales... Terrible, y entre todo eso está la mega torre de las oficinas centrales. Que va a ser el edificio más alto de Europa.

https://www.youtube.com/watch?v=gUdyvVoNifA

Pero bueno, si la empresa fuese perfecta, claramente no estaría cotizando a menos de PER 4, y P/BV de 0.25.

Tengo entendido que el gasoducto más importante es el que va para China, que es el gran mercado a abastecer si va dejando de a poco el carbón, y sigue con su crecimiento. Ese se espera para diciembre 20 del 2019. Los otros no tengo las fechas precisas y dependen mucho de poder conseguir la financiación que sale principalmente de las ganancias debido a los embargos que tiene.

De eso se habla un poco por acá:

https://seekingalpha.com/news/3319219-b ... -next-year

Financiero
Mensajes: 153
Registrado: Mar Mar 14, 2017 4:06 pm

Re: OGZD Gazprom Cedear

Mensajepor Financiero » Mié Dic 27, 2017 12:33 pm

oudine2 escribió:Dear colleagues,
On behalf of the Management Committee and on my own behalf, let me wish you a merry Christmas and a happy New Year!

In 2017, we achieved a tremendous amount together. We attained each and every objective we had set for the Company. Above all, I would like to stress that we are right on schedule in our strategic, top-priority projects.

In the east, we are actively conducting the pre-development of the Chayandinskoye field and building the linear part of the Power of Siberia gas pipeline, 1,380 kilometers of which will have been completed by the end of the year. That is two-thirds of the pipeline’s length. And I can say with absolute certainty that on December 20, 2019, we will start supplying gas to China.

This year, we launched the construction of the Amur Gas Processing Plant. The facility is a crucial link in the chain of gas supplies to China. As you are well aware, it will be the largest such plant in Russia and second largest in the world in terms of design capacity.

We are consistently developing our new gas production center in the Yamal Peninsula, with a focus on Bovanenkovskoye, its largest field. We have already increased the field’s peak output to 264 million cubic meters of gas per day. The third gas production facility is currently under construction. We will soon reach the design output of 115 billion cubic meters of gas per year.

At the same time, in order to convey gas from Yamal, we are setting up new gas transmission capacities in Russia’s most important gas transmission corridor at the moment, i.e., the northern one. There, we are building the most advanced gas trunklines in the world with the working pressure of 120 atm. We are expanding the gas transmission capacities in northwestern Russia, such as the gas pipeline stretching from Gryazovets to the Slavyanskaya compressor station.

Preparations for the construction of the Nord Stream 2 gas pipeline are right on track. In this case, we are working with European companies. At present, our European partners are providing financing for this project in a seamless manner. For instance, a few days ago, they fulfilled their financing obligations for 2017.

This year has also been momentous for us in respect of the TurkStream project. We commenced the laying of two strings in the gas pipeline’s offshore section near the Russian coast. We are already working in the exclusive economic zone of Turkey. By now, upward of 650 kilometers of the gas pipeline have been built, which translates into more than 35 per cent of the two strings in TurkStream’s offshore section.

As we all know, both Nord Stream 2 and TurkStream are meant to increase the reliability of gas supplies to our European consumers. It is particularly important because our exports to Europe increase with each passing year. Last year, we set an absolute record for gas exports with 179.3 billion cubic meters. We will beat that amount by the year’s end, with over 190 billion cubic meters of gas delivered to consumers. I would like to note that this year will see several countries at once set new records for Russian gas imports. I am speaking first and foremost about our largest consumers, Germany and Turkey.

Gas consumption has grown in the domestic market as well. This year, the Company’s supplies via the gas transmission system are up by 4.6 billion cubic meters against 2016.

We also gave a major boost to gas production this year, with more than 470 billion cubic meters produced, which is a 12 per cent rise from 2016. In absolute terms, it is an increase of over 50 billion cubic meters versus the previous year.

We are systematically working to ramp up our reserves. For the 13th consecutive year, the reserve replacement ratio is more than 1: it amounts to 1.8.

Extensive efforts continue in the area of underground gas storage. By the start of the heating season, we expanded the potential daily deliverability of Russian UGS facilities to 805.3 million cubic meters, an all-time high for the national gas industry. I would like to underline that it is an increase of 30 per cent from the indicator for the winter of 2010–2011. Which means that, in a mere seven years, we have enlarged the capacity of our UGS facilities by a third.

We are making consistent efforts to strengthen our oil business. By the end of this year, the Gazprom Group will have produced 41 million tons of oil, a 4 per cent rise from 2016.

In 2017, we are also taking stock of Gazprom’s first decade in the power sector. The results are extremely encouraging. Under CSAs – capacity supply agreements – we have built 8.5 GW of generating capacities. We are now near the finish line, as we are erecting our last CSA-based generating facility – the Grozny Thermal Power Plant.

Dear colleagues,
In 2017, Gazprom topped the global energy company rankings. It is one more testament to our reputation as a leader in the global energy market.

We work for the Company that takes on ambitious challenges and successfully meets them. As you know, our investments will reach their peak in the next two years. It can be attributed to the fact that late 2019 is the deadline for some major, nationally strategic projects. I am convinced that we will make that deadline for every project.

Naturally, our main goal, our number one goal, is to provide reliable gas supplies to Russian consumers, especially in the autumn/winter period. In winter, we have to work even harder and more closely than usual. We need to be particularly responsible and careful in every area. Please keep that in mind.

--------------------


Básicamente la madurez de los proyectos considerando que no haya más sanciones, guerras, multas, y puedan ser financiados va a ser en 2019 y va todo en línea para que sea así.

Gracias por compartir! Que lindo que hubiera sido que también anuncien un plan de eficientización de gastos...
Cuál de los proyectos sería el primero en terminarse? O todos irían a fines de 2019?

oudine2
Mensajes: 242
Registrado: Mar Sep 06, 2016 6:55 pm

Re: OGZD Gazprom Cedear

Mensajepor oudine2 » Mié Dic 27, 2017 10:51 am

Dear colleagues,
On behalf of the Management Committee and on my own behalf, let me wish you a merry Christmas and a happy New Year!

In 2017, we achieved a tremendous amount together. We attained each and every objective we had set for the Company. Above all, I would like to stress that we are right on schedule in our strategic, top-priority projects.

In the east, we are actively conducting the pre-development of the Chayandinskoye field and building the linear part of the Power of Siberia gas pipeline, 1,380 kilometers of which will have been completed by the end of the year. That is two-thirds of the pipeline’s length. And I can say with absolute certainty that on December 20, 2019, we will start supplying gas to China.

This year, we launched the construction of the Amur Gas Processing Plant. The facility is a crucial link in the chain of gas supplies to China. As you are well aware, it will be the largest such plant in Russia and second largest in the world in terms of design capacity.

We are consistently developing our new gas production center in the Yamal Peninsula, with a focus on Bovanenkovskoye, its largest field. We have already increased the field’s peak output to 264 million cubic meters of gas per day. The third gas production facility is currently under construction. We will soon reach the design output of 115 billion cubic meters of gas per year.

At the same time, in order to convey gas from Yamal, we are setting up new gas transmission capacities in Russia’s most important gas transmission corridor at the moment, i.e., the northern one. There, we are building the most advanced gas trunklines in the world with the working pressure of 120 atm. We are expanding the gas transmission capacities in northwestern Russia, such as the gas pipeline stretching from Gryazovets to the Slavyanskaya compressor station.

Preparations for the construction of the Nord Stream 2 gas pipeline are right on track. In this case, we are working with European companies. At present, our European partners are providing financing for this project in a seamless manner. For instance, a few days ago, they fulfilled their financing obligations for 2017.

This year has also been momentous for us in respect of the TurkStream project. We commenced the laying of two strings in the gas pipeline’s offshore section near the Russian coast. We are already working in the exclusive economic zone of Turkey. By now, upward of 650 kilometers of the gas pipeline have been built, which translates into more than 35 per cent of the two strings in TurkStream’s offshore section.

As we all know, both Nord Stream 2 and TurkStream are meant to increase the reliability of gas supplies to our European consumers. It is particularly important because our exports to Europe increase with each passing year. Last year, we set an absolute record for gas exports with 179.3 billion cubic meters. We will beat that amount by the year’s end, with over 190 billion cubic meters of gas delivered to consumers. I would like to note that this year will see several countries at once set new records for Russian gas imports. I am speaking first and foremost about our largest consumers, Germany and Turkey.

Gas consumption has grown in the domestic market as well. This year, the Company’s supplies via the gas transmission system are up by 4.6 billion cubic meters against 2016.

We also gave a major boost to gas production this year, with more than 470 billion cubic meters produced, which is a 12 per cent rise from 2016. In absolute terms, it is an increase of over 50 billion cubic meters versus the previous year.

We are systematically working to ramp up our reserves. For the 13th consecutive year, the reserve replacement ratio is more than 1: it amounts to 1.8.

Extensive efforts continue in the area of underground gas storage. By the start of the heating season, we expanded the potential daily deliverability of Russian UGS facilities to 805.3 million cubic meters, an all-time high for the national gas industry. I would like to underline that it is an increase of 30 per cent from the indicator for the winter of 2010–2011. Which means that, in a mere seven years, we have enlarged the capacity of our UGS facilities by a third.

We are making consistent efforts to strengthen our oil business. By the end of this year, the Gazprom Group will have produced 41 million tons of oil, a 4 per cent rise from 2016.

In 2017, we are also taking stock of Gazprom’s first decade in the power sector. The results are extremely encouraging. Under CSAs – capacity supply agreements – we have built 8.5 GW of generating capacities. We are now near the finish line, as we are erecting our last CSA-based generating facility – the Grozny Thermal Power Plant.

Dear colleagues,
In 2017, Gazprom topped the global energy company rankings. It is one more testament to our reputation as a leader in the global energy market.

We work for the Company that takes on ambitious challenges and successfully meets them. As you know, our investments will reach their peak in the next two years. It can be attributed to the fact that late 2019 is the deadline for some major, nationally strategic projects. I am convinced that we will make that deadline for every project.

Naturally, our main goal, our number one goal, is to provide reliable gas supplies to Russian consumers, especially in the autumn/winter period. In winter, we have to work even harder and more closely than usual. We need to be particularly responsible and careful in every area. Please keep that in mind.

--------------------


Básicamente la madurez de los proyectos considerando que no haya más sanciones, guerras, multas, y puedan ser financiados va a ser en 2019 y va todo en línea para que sea así.

lestat
Mensajes: 1274
Registrado: Mié Dic 16, 2015 12:10 am

Re: OGZD Gazprom Cedear

Mensajepor lestat » Lun Dic 11, 2017 2:08 pm

https://seekingalpha.com/news/3317334-g ... esh-record

Las exportaciones de Gazprom a Rusia en récords históricos. Así que vienen muy saludables los dividendos y/o la financiación de los nuevos gasoductos...

Fabricio
Mensajes: 322
Registrado: Mié Dic 16, 2015 10:35 am

Re: OGZD Gazprom Cedear

Mensajepor Fabricio » Mar Dic 05, 2017 3:47 pm

bolsita1 escribió:gracias fabricio , la miro , vos entendes del tema petrolero no?


Si trabaje muchos años en Hall la competencia de Slb y trabajo en la franchuta ahora.


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