ผมไม่ได้ดูบริษัทนี้อย่างละเอียดครับ ได้แต่ติดตามข่าวการ takeover ในหน้าหนังสือพิมพ์ ล่าสุด Peabody ลดราคาซื้อ หุ้นก็เลยปรับตัวลงมาครับ ผู้ถือหุ้นรายใหญ่ 3 ราย เป็นบริษัทผลิตเหล็กที่เป็นลูกค้าครับ (จากจีน อินเดีย และ เกาหลีใต้)doji เขียน:สวัสดีครับ..
คุณoffshore-engineer
รบกวนขอความคิดเห็น หุ้นMACARTHUR COAL หน่อยได้ไหมครับ
offshore-engineer เขียน:ต้องขอโทษด้วยครับ ไม่มีข้อมูลเกี่ยวกับ Wattyl Group เลยครับ ไม่ทราบว่าทำไมถึงมาสนใจบริษัทนี้ครับ
ข้อมูล Wattylreiter เขียน:offshore-engineer เขียน:ต้องขอโทษด้วยครับ ไม่มีข้อมูลเกี่ยวกับ Wattyl Group เลยครับ ไม่ทราบว่าทำไมถึงมาสนใจบริษัทนี้ครับ
พอดีผมลงทุนกับ DIMET ไป ซึ่งบริษัทนี้ได้แบรนด์ของ วัททิล มาทำตลาดสีทาบ้านในเมืองไทยครับ
ถ้าอาศัยอยู่ที่ประเทศไทย คงต้องไปเปิดพอร์ตสำหรับลงทุนต่างประเทศกับโบรกเกอร์ที่สามารถเทรดตลาดออสซี่ได้ครับ ถ้าอาศัยอยู่ที่ออสเตรเลีย ก็สามารถเปิดกับโบรกที่นี่ได้เลยครับKittipongS เขียน:สวัสดีครับคุณโดมและคุณ offshore ผมเป็นนักธรณีวิทยาทำงานกับบริษัทเหมืองแห่งหนึ่งซึงบริษัทมาจากออสเตรเลียครับ ผมสนใจที่อยากลงทุนในตลาดหุ้นออสเตรเลียเหมือนกันครับ แต่ผมไม่รู้ว่าต้องทำยังไงรบกวนช่วยอธิบายให้ผมด้วยได้ไหมครับ ขอบคุณครับ
Economic Outlook
BHP Billiton is cautiously optimistic on the short term outlook for the global economy given the continuation of robust growth in emerging markets and further positive signs of a sustainable recovery in major developed economies such as the United States.
In the 2010 calendar year, Chinese Gross Domestic Product (GDP) grew by more than ten per cent, with fourth quarter growth accelerating from the third quarter level, while India’s GDP growth approximated nine per cent.
The strong growth has been accompanied by higher inflation in these and other emerging economies and will inevitably bring further tightening measures. Should monetary policy tools continue to be implemented effectively and proactively, then inflation should be contained. However, inflation does remain a serious challenge as the underlying drivers are structural rather than cyclical in nature. We expect that the Chinese government will continue to control loan growth as it strives to dampen investment from unsustainable levels while restructuring its economy from being investment driven, to consumption led. Calendar year 2011 GDP and capital spending growth in China is expected to remain strong in absolute terms, despite growth rates decelerating from 2010 calendar year levels.
Global industrial production, retail sales and consumer confidence improved throughout the last quarter with the United States and the two largest economies within Europe (Germany and France) increasing capacity utilisation and experiencing broad based growth. An ongoing risk remains the significant level of European sovereign debt.
We believe that any solution remains dependent on the stronger members of the European Union (Germany, the Netherlands and France) and their willingness to underwrite the fiscal position of the weaker economies in order to maintain a monetary union.
Despite the short term risks, we remain positive on the longer term outlook for the global economy. We expect markets to be volatile and event driven, however the continuing urbanisation and industrialisation of emerging economies, which is still in its early stages, should provide strong structural support over the long term.
Commodities Outlook
The increase in prices across the majority of BHP Billiton’s core commodities during the December 2010 half year has been driven by a combination of robust emerging market demand, stronger than expected developed market growth and ongoing supply constraints. Adverse weather patterns in many producing countries, such as Australia, Brazil, Colombia, South Africa and Indonesia have had a substantial impact on supply, leading to tighter market fundamentals and stronger prices for commodities such as coal, iron ore and copper. There will likely be a lag effect before normal levels of production flow through to the supply chain.
Macroeconomic themes are still a dominant influence on short term price movements and sentiment. While we expect a slowdown in the growth rate of global commodity demand in calendar year 2011, the economic environment still underpins a robust near term outlook for our products.
The publication and implementation of China’s twelfth five year plan in March 2011 will have important implications for commodity demand in the medium term. We expect a slower but more sustainable economic growth model to lead to a reduction in resource intensity per unit of GDP, however absolute demand for our commodities is likely to remain strong.
Longer term, we remain confident in the outlook for our core commodities based on emerging markets being the principal drivers of growth. Prices will ultimately be determined by the marginal cost of supply, with the quality of our tier one assets well positioned to sustainably deliver strong margins and investment returns through the cycle.
BHP Billiton Announces Acquisition Of Chesapeake Energy Corporation's Fayetteville USA, Shale Assets
22 February 2011
BHP Billiton today announced it has agreed to acquire all of Chesapeake Energy Corporation's (Chesapeake) interests in the Fayetteville Shale, USA, including the midstream pipeline system, for US$4.75 billion, which BHP Billiton expects to fund from the Group's cash resources.
The acquisition is consistent with BHP Billiton's strategy of investing in large, long-life, low cost assets with significant volume growth from future development. It also supports our goal of diversification by geography, customer and product. BHP Billiton will become the operator of Chesapeake's operated interests in the field.
Chesapeake's Fayetteville shale assets include approximately 487,000 acres of leasehold and producing natural gas properties located in Arkansas, USA. This is the second largest position in one of the largest gas fields in the world. This acquisition will increase BHP Billiton's net reserve and resource base by 45 per cent. These assets currently produce over 400 million cubic feet of gas per day and include development options that will support substantially higher production over a 40 year operating life. BHP Billiton and Chesapeake have also agreed a 12 month services agreement to ensure the safe transfer of operations to BHP Billiton.
The assets acquired generate strong margins and returns on capital at today's prices. Depending on regulatory approvals, BHP Billiton expects to close in the first half of 2011.
"The Fayetteville Shale is a world-class onshore natural gas resource," said J. Michael Yeager, Chief Executive of BHP Billiton Petroleum. "This transaction marks BHP Billiton's entry into the US shale gas business. The operated position we are obtaining will immediately make BHP Billiton a major North American shale gas producer. It provides access to a competitive, long-life resource basin that benefits from our ability to invest through the economic cycles. Longer term, the expertise we gain here will be usable elsewhere as we continue to grow our business."
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