احد أسباب الذبذبة في سابك : أهم منافس لسابك يشتري مع شريك خليجي أهم منافس لكيان

[ايهاب ابراهيم م]

الله يعطيك العافية ويجزاك الف خير

[العـــوض]

هــذا ســرق عيني عينك أخي الكريم وهذا فساد بعينه .... تبي تعرف ليه

أصحاب الأسهم في الشركة اللي أشترت هم ناس مساهمين في هذه الشركة ورئساء هذه الشركة أتفقو مع اصحاب شركة شركة روم-هاس بشراء أسهمهم هذا إذا ما كانوا هم ملاك الشركة البائعه لكي يكسبونهم أرباح مضاعفة ... بعد كم سنه فلس الشركة اللي شرت الاسهم وعادي ما فكرو


والدليل إفلاس الشركة العملاقة انرون التي راس مالها يزيد عن 100 مليار ... يعني فساد واضح

[ارهابي الأسهم]

المشاركة الأصلية كتبت بواسطة اوديs8

فلو حدث اشتباك مثلا اليوم فعلم ان سابك لن تجد من يشيتريها حتى تضع الحرب اوزارها

عمان ما تقصر تفتح لنا منفذ طوارئ

[shahradar]

أحســــــــــنت بارك الله فيك ... أتمنى لك التوفيق

[stormygold]

المشاركة الأصلية كتبت بواسطة محفظه صغير

ما دام الزميل (في الاستثمار بالاسهم) وارن بن بافيت اشترى وب74% اعلى من قيمتها السوقيه فمعنى ذلك ان البتروكيميكالز هي المستقبل ولكن اخي ستورمي اي شركات الكيمكلز المحليه توصي بشرائها علما ان مكرر الربح لسبكيم وصل الى 13

وشكرا لك على مواضيعك الهادفه

نعم سبكيم جيدة هي والمجموعة

بترورابغ ممتازة فقط وفي حالة وحيدة : لما يرميها الصغار وتصير اخف حمولة

والله اعلم

[كان يامكان]

مافي منافس لكيان لان كيان مالها شبيةولامثيل

لقيت بكيان خمسة عذاريب
الطيب والفزعه وتقدير الاجناب

من دون الاسهم تأطى حر اللواهيب

وأن حدت الدنيا تفك الأشناب

[stormygold]

Dow CEO Liveris Leads Chemical Maker's Retreat From $145 Oil


July 11 (Bloomberg) -- Since taking over as chief executive officer of Dow Chemical Co. almost four years ago, Andrew Liveris has pursued a plan to reduce the world's biggest plastics company's dependence on oil and gas as raw materials.

His announcement yesterday of the $15.4 billion acquisition of Rohm & Haas Co., along with the planned $9.5 billion sale of half of Dow's plastics unit, will complete the transformation.

``This has become a very different company with these two transactions,'' Liveris said yesterday in an interview with Bloomberg Television. ``Instead of a commodities cyclical, we're an earnings growth company.''

Oil prices that surged to a record $145.85 a barrel on July 3 have eaten into Dow's profits and weighed on its share price. The dependence on oil means Dow's stock trades for 8.7 times annual earnings, compared with 11.8 times for rival DuPont Co. The takeover of Rohm & Haas, which got 31 percent of its revenue from electronics materials last year, should help reverse the 42 percent decline in Dow's share price since its peak in March 2005, HSBC Securities analyst Hassan Ahmed said.

``With the Rohm & Haas acquisition and the reduced earnings cyclicality, I don't see why Dow should be trading at a commodity- chemical multiple,'' New York-based Ahmed said.

Midland, Michigan-based Dow agreed yesterday to pay $78 a share in cash for coatings and electronics maker Rohm & Haas, outbidding Germany's BASF SE, the world's largest chemical company. The transaction is worth $18.8 billion with the assumption of debt and includes $4 billion in combined equity investments by Warren Buffett's Berkshire Hathaway Inc. and the Kuwait Investment Authority.

Biggest Since 2006

The Dow bid for Rohm & Haas is the largest in the chemicals sector since Bayer AG bought German rival Schering AG in 2006 for 15.3 billion euros ($24.2 billion).

Dow fell $1.44, or 4.2 percent, to $32.52 yesterday on the New York Stock Exchange.

Within the past year, Liveris has announced a half dozen joint ventures with state-owned companies in Saudi Arabia, Libya and elsewhere aimed at guaranteeing supplies of raw materials at favorable prices as well as access to expanding markets.

The pending $9.5 billion sale of a 50 percent stake in the commodity plastics unit, the world's biggest producer of polyethylene, which is used in bags, to Kuwait Petrochemical Industries Co. will help pay for the Rohm & Haas acquisition.

``On the commodity side, what they will have remaining is these fantastic, low-cost joint ventures,'' HSBC's Ahmed said.

In his 2004 interview for the chief executive officer post, Liveris said he emphasized the urgency of shifting Dow away from its dependence on petroleum.

Operating From `Template'

``I've been operating from that template ever since,'' Liveris, 54, said in a May interview at Dow's headquarters.

The changes at Dow will buoy earnings even as new capacity that is due to come on line in the Middle East and Asia in the next two years creates a global plastics oversupply. Dow's earnings will rise to $4 a share in 2010, from $3.76 last year, and then climb to more than $10 a share by 2015, Liveris said yesterday.

Declining equity values and rising petroleum costs may lead to more mergers in the chemicals industry, said Gene Pisasale, who helps manage $25 billion as an analyst at PNC Capital Advisors in Baltimore. Dow boosted prices 20 percent in June and 25 percent in July to recoup surging costs.

``Further consolidation is still needed in my view, especially given the pressure on costs and margins in the industry,'' said Philip Keevil, a senior partner in London at Compass Advisers LLP.

Mergers & Acquisitions

There have been $40.5 billion of chemical related mergers and acquisitions in 2008 after a record $92.5 billion of transactions in the same period last year, according to data compiled by Bloomberg.

In Europe, Clariant AG, the world's biggest maker of chemicals used in printing ink, which has a market value of 2.35 billion francs ($2.3 billion) is a potential takeover target, along with Ciba Holding AG, the world's largest maker of colors for plastics, Zuercher Kantonalbank analyst Martin Schreiber said yesterday.

Gulf states also have been making acquisitions in the sector. Saudi Basic Industries Corp., the world's biggest chemicals maker by market value, bought General Electric Co.'s plastics unit for $11.6 billion last year.

Chemical makers in the Middle East benefit from abundant sources of raw materials such as natural gas. Sabic, as the Saudi company is known, uses petroleum feedstock from state-owned Saudi Aramco, the world's biggest oil company.
More Purchases

PNC's Pisasale said he expects more acquisitions of specialty chemical producers, particularly those that sell to coatings and water-treatment markets.

HSBC's Ahmed said the Rohm & Haas acquisition will keep Dow from making any big acquisitions for the foreseeable future, leaving BASF as the main acquirer.

Dow, DuPont Co. and BASF all are shifting toward specialty chemical production to gain better control over costs and pricing and to accelerate earnings growth, Liveris said.

``There is definitely like-mindedness at the big chemical industry companies,'' Liveris said in the May interview. ``One of these days, I don't know, there may be a consolidated sector out there.''

[بسام العبيد]

اعتقد كل ماحصل ويحصل بسابك هو بسبب صفقتها المشبوهه بشرائها مصنع البلاستك بقيمته المعلنه !!

وبالنسبه لارباح سابك مهما ارتفعت لن تكون مرضيه لكبار المستثمرين مع ارتفاع الاسعار بالحديد

ومتنتجات الشركه !

نعم سابك شركه قويه والاستثمار بها مجدي وباذن الله نراها باسعار ها السابقه فوق ال 180
ولكن يجب الانمرر عمايل سابك وكذلك نقرنها براي كبار المستثمرين بها !
لان سابك فيها خلل مالي لانعرف ماوراءه !!

[فقير1]

Co.'s plastics unit for $11.6 billion last year



رقم خيالى