Further Upside for Perisai Petroleum

Liaw Thong Jung

11-May-13 01:28

Liaw Thong Jung, analyst at Maybank Investment Bank talks about Perisai Petroleum, which recently released Q1 results.

He discusses the following:

- Perisai hit a 52-week high of RM1.38 on Thursday, 2 sen away from your target price. 14x PE vs industry PE of 17.98 - still looks ok?

- Perisai’s clients aside from Petronas- division with the best margin

- if the one year extension for Rubicone comes to pass ie before September deadline, how much would that add to valuation

- details of ETP project involvement

- main risk to the business

BFM's Khoo Hsien Chun speaks with him.

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Tags: morning fix, perisai petroleum

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