석 유 화 학 수 요 반 등 은 4 월 경 가 능 할 전 망

국내외 석유/화학업체 Valuation 지표 및 주가상승률 (단위: US$, 배)
Company 주가 시가총액 PER PBR ROE EV/EBITDA 주가상승률
($) (Mil.$) 2012 2013 2012 2013 2012 2013 2012 2013 1 달 3 달 1 년
Major Oil 10.2 9.6 1.4 1.2 14.9 14.1 4.4 4.2 1.3 6.7 4.4
EXXON MOBIL 89.0 398,626 11.3 11.2 2.4 2.3 24.0 21.2 4.7 5.0 0.4 0.4 2.8
CHEVRON 118.6 230,346 9.6 9.6 1.7 1.5 18.4 16.6 3.9 4.0 2.5 10.8 9.6
CONOCOPHILLIPS 58.4 71,294 10.2 10.5 1.3 1.2 12.2 13.5 3.9 4.1 0.9 0.8 0.7
HESS 69.5 23,726 11.8 11.1 1.1 1.0 9.9 9.9 4.1 4.2 3.1 39.8 31.2
MARATHON OIL 33.5 23,715 13.0 11.3 1.2 1.1 9.8 11.0 3.4 3.0 -3.0 8.4 9.3
PETROBRAS 9.4 116,632 11.3 7.6 0.7 0.6 6.4 8.3 6.3 5.6 3.6 -3.7 -5.9
ENI 23.5 85,498 9.0 9.1 1.1 1.0 12.7 11.9 2.9 3.0 3.8 1.6 -1.4
TOTAL 51.0 120,734 7.5 7.3 1.2 1.2 16.1 15.6 - - -1.0 2.6 -1.9
ROYAL DUTCH SHELL 33.1 213,293 7.9 7.9 1.1 1.1 14.5 13.5 3.9 3.8 4.2 5.9 4.5
REPSOL 22.7 29,112 11.1 10.6 0.8 0.8 8.0 8.3 5.1 4.9 9.2 10.1 13.8
BP 40.4 129,014 7.5 7.9 1.1 1.0 13.0 13.2 - - -6.4 -1.7 -3.0
STATOIL 24.7 78,801 8.6 8.5 1.4 1.3 20.7 15.7 1.9 2.0 -3.1 3.7 1.8
PETROCHINA 1.4 260,716 13.2 11.3 1.5 1.4 11.5 12.3 6.1 5.5 2.1 1.1 -1.6
MEDCO Energy 0.2 592 13.7 14.8 0.6 0.6 4.7 4.1 3.9 4.0 8.9 11.7 5.5
SINOPEC 1.2 105,946 10.3 8.5 1.2 1.1 12.5 13.6 5.8 5.0 4.1 5.3 2.1
PTT 5.3 20,965 9.8 9.6 2.0 1.7 22.3 18.7 4.5 4.0 -5.4 2.6 -4.3
PTT PCL 11.3 32,185 8.8 8.3 1.5 1.3 17.8 17.4 6.1 5.8 -4.3 2.8 0.9
ONGC 2.1 9,016 9.4 8.1 3.3 2.6 39.6 34.9 5.9 4.9 4.8 7.9 6.4
INPEX 5353.6 19,572 10.5 10.0 0.9 0.8 8.4 8.3 2.4 2.5 1.2 16.4 12.4
E&P 25.2 21.4 3.5 3.0 9.9 11.6 10.5 8.3 5.7 12.3 12.8
NOBLE ENERGY 112.5 20,104 24.6 17.2 2.5 2.2 10.6 12.9 7.2 6.1 -2.5 10.9 10.6
ANADARKO PETROLEUM 83.1 41,592 24.8 20.2 2.0 1.8 8.6 9.2 6.4 5.6 -1.6 8.9 11.8
CABOT OIL & GAS 64.6 13,594 105.7 50.4 6.4 4.9 6.0 10.5 18.7 12.4 17.7 32.3 29.9
TULLOW OIL 18.6 16,908 24.2 24.7 3.0 2.8 13.5 11.0 10.2 9.4 6.1 0.2 -1.0
Southwestern Energy 37.6 13,201 27.2 23.3 3.7 3.3 10.4 14.4 9.7 8.0 9.0 9.4 12.5
Refiners 11.4 12.3 1.8 1.6 16.6 15.0 8.0 7.3 4.0 19.3 14.8
SK INNOVATION 154.8 14,314 11.9 9.0 1.0 0.9 8.7 10.6 8.2 6.9 0.6 0.9 -2.9
S-OIL 87.8 9,890 13.4 9.6 2.0 1.8 15.4 20.0 10.3 7.8 3.0 -4.1 -7.8
GS 60.3 5,600 10.0 7.6 1.0 0.9 9.4 11.5 7.1 5.5 -4.4 -6.5 -8.6
VALERO ENERGY 45.5 25,158 9.3 8.0 1.4 1.2 15.3 15.7 5.1 4.5 -1.4 42.8 33.4
NESTE OIL 14.6 3,755 13.4 10.3 1.1 1.1 8.4 10.7 6.7 6.2 2.6 12.0 15.3
TESORO 58.4 8,026 8.6 9.5 1.9 1.6 22.6 17.1 4.0 4.1 8.4 47.3 32.6
WESTERN REFINING 38.3 3,354 7.8 8.3 4.3 3.2 49.7 43.0 3.7 3.6 3.6 42.5 35.8
TUPRAS 30.3 7,590 11.3 11.5 3.0 2.7 26.6 24.2 9.7 9.3 11.7 10.6 6.3
INTEROIL 77.7 3,776 - - 5.1 5.1 -2.8 -1.2 146.0 81.3 23.2 48.9 39.9
JX HOLDINGS 5.7 14,296 7.6 7.8 0.8 0.7 9.9 9.6 8.0 8.4 0.2 23.6 13.9
COSMO OIL 2.2 1,872 - - 0.6 0.7 -3.0 -15.9 9.3 11.2 2.9 30.9 10.4
IDEMITSU 89.6 3,583 6.1 8.4 0.6 0.6 10.3 6.8 6.1 8.1 4.9 23.0 15.0
SHOWA SHELL 7.0 2,653 141.9 9.9 1.0 1.0 -0.3 9.1 9.8 6.1 25.7 40.8 38.5
RELIANCE 15.7 50,601 13.4 13.0 1.6 1.4 12.6 11.9 8.4 9.0 -1.4 2.0 1.4
HPCL 5.7 1,937 11.7 12.3 0.8 0.8 5.6 6.5 13.5 8.8 -2.9 7.1 6.8
MRPL 1.0 1,796 - - - - - - - - -4.7 -10.7 -8.8
FPCC 2.8 26,503 176.5 33.2 - - - - - - -2.5 -3.6 -4.0
THAI OIL 2.3 4,700 11.7 10.0 1.6 1.5 14.8 15.3 7.4 6.7 -5.2 3.8 1.5
Source: Bloomberg (3/8일 종가기준)
10