GAZPROM - Russland Rohstoffperle (Seite 2104)

[sakalas]

Antwort auf Beitrag Nr.: 50.128.341 von kingder am 07.07.15 13:47:48

Gazproms Pipeline-Deal mit Türkei auf der Kippe


http://de.sputniknews.com/zeitungen/20150707/303122322.html

[kingder]

http://sputniknews.com/russia/20150707/1024309585.html

[kingder]

!

Dieser Beitrag wurde von MadMod moderiert. Grund: Spam, Werbung

[kingder]

!

Dieser Beitrag wurde von MadMod moderiert. Grund: Spam, Werbung

[semiferrum]

Gazprom hat wie dargelegt z.Z. ein KGV von 21,25.
Um auf das erwartete Phantasie-KGV i.H. von 3 des Kristallkugelexperten Küfner von "Der Aktionär" zu kommen, müsste
-entweder der Kurs von heute 4,65 Euro bei gleichem Gewinn/ADR (0,218 Euro) auf 0,654
Euro sinken, oder
- der Gewinn sich versiebenfachen, also um 600 Prozent bis Ende 2015 steigen, wobei der Kurs dann immer noch bei 4,65 Euro liegen müsste.

Ein Kurs von 0,654 Euro zum Jahresende 2015 ist aber sehr unwahrscheinlich und ein Anstieg des Gewinns um 600% ebenfalls.

Hier nochmal die Fakten von der HV am 26.6.15:
Net profit 159 MRD Rubel (IRFS Standard) : 23 673 512 900 Aktien = 6,71 Rubel Nettogewinn/Aktie
= 13,42 Rubel/ADR

13,42 RUB = 0,218 EUR (Interbankenkurs von vor 1 Woche)
1 RUB = 0,016 EUR

KGV: 4,6534 Kurs von soeben
---------------- =21,25
0,218 EUR

Ein KGV von 21,25 ist nun wirklich nicht extrem niedrig.
Berücksichtigt man daß die Geschäfte im 1Q2015 etwas besser gelaufen sind, kommt man vielleicht auf ein KGV von 18-19.
Zum Vergleich: Exxon hat ein KGV um die 13 z.Z.

[koneng]

Russia's economy is still in recession and expected to
contract by approximate 3.5% this year, but soaring
corporate profits between February and April suggest the
bottom has been passed.
The net profits of Russian businesses surged to RUB3.97
trillion in February-April 2015 (up 183% year-on-year) after
the RUB152bn loss posted in January, according to Rosstat.

e.o. : http://bne-static-production.s3.amazonaws.com/dispatch-pdf/b…

and:

Investor Confidence Index AB-ICI: Rally Hits the Wall

http://www.alfabank.com/files/ab_ici/ab_ici_06_2015.pdf

[Hansi77]

Griechenland wird zum Spielball der Mächtigen

http://www.wiwo.de/politik/europa/usa-china-russland-und-co-…

[koneng]

Antwort auf Beitrag Nr.: 50.098.035 von semiferrum am 02.07.15 13:27:16

Gazprom leads among world’s major public oil and gas companies by free cash flow and ranks third by EBITDA




Watch Press Conference

Listen to the Press Conference

For Gazprom’s Press Conferences audio broadcast please dial: [phone] (Russian) [phone] (English)



Press Conference



Materials:


On the threshold of Gazprom’s annual General Shareholders Meeting the Company’s headquarters hosted today Press Conference “Gazprom’s Financial and Economic Policy”. Taking part in the Press Conference were Andrey Kruglov, Deputy Chairman of the Management Committee, Department Head, Elena Vasilieva, Deputy Chairwoman of the Management Committee, Chief Accountant; Department Heads – Elena Karpel and Karen Oganyan; Mikhail Rosseev, Deputy Chief Accountant.

It was pointed out at the Press Conference that for five years Gazprom had been among world’s top public companies by key financial indicators. In 2014 Gazprom ranked first among world’s major public oil and gas companies by free cash flow and third – by EBITDA.

Due to an upward trend in sales revenues and a balanced approach to capital expenditures, the annual free cash flow has been positive for nine years in a row so far. In 2014 it was record high for Gazprom – RUB 654 billion (in 2013 – RUB 345 billion).

Following the 2014 results, EBITDA adjusted for impairment loss amounted to RUB 1.963 trillion (USD 51.7 billion).

Gazprom’s sound financial standing results from the conservative financial strategy pursued by the Company in the negative global market environment and as a response to a drop in oil and gas prices. Its main components are self-financing, careful ranking of investment projects by order of priority and monitoring of their efficiency. The Company closely controls costs at all stages of preparing and implementing the investment projects.

Special attention is given to restraining the prices of vital materials and equipment. In 2014 the savings from price reduction for vital materials and equipment exceeded RUB 20 billion.

A conservative financial policy and a stable operating cash flow allow Gazprom to maintain its debts at a comfortable level. In 2014 the Group’s total debt dropped by more than 13 per cent – to USD 48 billion. Moreover, the Company additionally cut the costs of borrowing through refinancing of high-interest borrowings.

With a view to use its own intra-Group financial resources more efficiently and following the Order by the Russian President and the Russian Government directives, Gazprom set up a single Treasury. Presently a pilot project for uniting the cash flows of 18 Russian subsidiaries of Gazprom has been successfully executed. Later on, the system of centralized management of the Group’s liquidity will embrace financial resourced of all Gazprom’s subsidiaries in Russia and abroad.

Gazprom also goes on with its efforts for attracting finances from debt capital markets. Thus, in November 2014 despite a tangled geopolitical situation Gazprom placed Eurobonds worth USD 700 million. American and British investors remained the key ones. Since the beginning of 2015 Gazprom has completed several deals for attracting finances from international banks.

The Company makes efforts to diversify the international investor pool, inter alia, by means of strengthening its position in the Asia-Pacific region. In 2014 Gazprom’s global depositary receipts were listed in the Singapore Stock Exchange. Presently, the Company is looking into the possibility of being included into the higher quotation list in this exchange and also being listed in the Hong Kong Stock Exchange. In addition, Gazprom intensely develops the cooperation with Asian investors and representatives of the banking community. The Company considers syndicated loans, project financing and bond issues in Asian currencies to be possible means of attracting debt financing in the Asia-Pacific.

The Press Conference also considered other issues related to the current and future financial and economic activities of Gazprom.

Gazprom website Editorial Board

[koneng]

Antwort auf Beitrag Nr.: 50.098.035 von semiferrum am 02.07.15 13:27:16

thanks, interesting 14-august

profits under ifrs will explode as i understand. Wil dividend uner ifrs follow?!

[semiferrum]

Antwort auf Beitrag Nr.: 50.097.465 von semiferrum am 02.07.15 12:08:39

Laut Gazprom Homepage (siehe: http://www.gazprom.com/investors/financial-calendar/2015/) wird es die:
Publication of 1Q 2015 Financial Statements under IFRS requirements
erst in: First half of September , geben.
Bis dahin mögen ja alle Glaskugelexperten a la traderunion, kingder, Küfner kräftig prophezeien,vermuten,spekulieren und phantasieren..