过顶擒龙 - 『GASMSIA』

错过了阿亮哥，迎来阿煤哥。

半场呈现过顶擒龙的型态。

当然，这只是半场。

买股犹如参加马拉松，没到终场还不能定输赢。

加油，不要输给明天粉墨登场那位大叔哦。

孙子兵法第一章有云：『夫未战而庙算者胜者，得算多也；未战而庙算不胜者，得算少也。多算胜，少算不胜，而况于无算乎！吾以此观之，胜负见矣。』

靠你的了。

It boasts a monopoly of natural gas supply to Peninsular Malaysia’s small and medium users. It is tapping into additional gas supply from new regasficaition terminals including the secured 29% increased in gas supply from Petronas beginning in 2013.
 
More RGT projects in Johor and Terengganu, along with clarity on Malaysia’s LNG pricing mechanism will catalyst the stock.
 
Gas Malaysia has the highest barrier to entry, being the sole holder of a 20 year license to distribute gas to customers consuming up to two mmscfd.
 
It operates downstream of Petronas Gas Bhd which serves power generation companies and Petronas chemicals bhd. Another barrier to entry is the heavy capex of about rm1 billion.
 
Its growth prospects lie in volume growth. It has secured 29% more gas from Petronas on a stepped up basis, starting FY2013 after LNG imports commence in Sept 2012.