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Salamander Energy plc:企業インテリジェンスレポート

Salamander Energy plc, Company Intelligence Report

発行 GlobalData 商品コード 325394
出版日 ページ情報 英文 136 Pages
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本日の銀行送金レート: 1USD=102.95円で換算しております。
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Salamander Energy plc:企業インテリジェンスレポート Salamander Energy plc, Company Intelligence Report
出版日: 2015年02月03日 ページ情報: 英文 136 Pages
概要

Salamander Energyは、アジア域内での探査・生産活動に特化した、石油・ガス産業の上流工程企業です。2005年に創設され、タイ・インドネシアを中心に活動を展開し、マレーシア・ラオスにも進出しています。タイではGreater Bualuang (Bualuang油田) が、インドネシアではGreater KerendanとNorth Kuteiが活動拠点と成っています。

当レポートでは、Salamander Energy plcの経営・活動状況について詳細に調査し、同社の事業戦略・目標や、昨今の開発・生産動向(過去5年間の実績値)、SWOT分析、企業合併・買収 (M&A) 活動、財務状況、収益・費用構造、同業他社との比較、財務・経営指標などの分析結果を盛り込んでおります。

第1章 目次

第2章 企業概要

第3章 近年のハイライト

  • タイ国内の資産の持続的開発による将来的成長の促進
    • Greater Bualuang
  • インドネシア国内の資源開発による成長目標達成
    • Greater Kerendan
    • North Kutei

第4章 SWOT分析

  • 強み
    • 大半の資産での開発主導権
    • 安定的な収益ベース
  • 弱み
    • 進出範囲の狭さ
    • 生産ミックス内部の石油への依存度の高さ
    • 収支決算・財務業績の弱さ
  • 市場機会
    • 巨大な探査・開発計画:埋蔵量・生産量拡大の機会
  • 脅威
    • 商品価格の変動による、今後の成長計画への悪影響
    • 同業他社との熾烈な競争

第5章 探査・開発・生産活動の概要

  • 生産プロファイル
  • 資産ポートフォリオ
    • タイ
    • インドネシア
    • マレーシア

第6章 資本支出額

第7章 生産予測および財務諸表

  • 損益計算書
  • 貸借対照表
  • キャッシュフロー計算書

第8章 企業価値評価

  • 割引キャッシュ・フロー

第9章 競合企業との比較

  • 株価実績 (通算8年間分)
  • 経営・財務実績 (通算8年間分)
  • 主な財務・経営比率 (通算8年間分)

第10章 生産量・埋蔵量の動向

  • 石油・ガスの総埋蔵量・総生産量
    • 原油・天然ガスの総生産量・総埋蔵量の動向 (過去5年間分)
    • 原油・天然ガスの総生産量・総埋蔵量:国・地域別 (過去5年間分)
    • 原油・天然ガス埋蔵量の変動 (過去5年間分)
  • 原油/液油の生産量・埋蔵量
    • 原油/液油の生産量・埋蔵量の動向 (過去5年間分)
    • 原油生産量・埋蔵量:国・地域別 (過去5年間分)
    • 原油/液油埋蔵量の変動 (過去5年間分)
  • 天然ガスの生産量・埋蔵量
    • 天然ガスの生産量・埋蔵量の動向 (過去5年間分)
    • 天然ガスの生産量・埋蔵量: 国・地域別 (過去5年間分)
    • 天然ガス埋蔵量の変動 (過去5年間分)
  • 原油・天然ガスの採掘可能年数
    • 原油・天然ガスの採掘可能年数 (過去5年間分)
    • 原油・天然ガスの採掘可能年数:国・地域別 (過去5年間分)

第11章 探査・生産 (E&P) コストの動向

  • 上流部門の資本支出の配分
    • 上流工程への資本支出額 (過去5年間分)
    • 企業買収コスト:国・地域別 (過去5年間分)
    • 探査・開発コスト:国・地域別 (過去5年間分)
  • 1boe当たりの石油・ガスのコスト
    • 1boe当たりの石油・ガスのコスト (過去5年間分)
    • 1boe当たりの石油・ガスのコスト:国・地域別 (過去5年間分)

第12章 資源置換率

  • 石油・ガスの生産量置換率
    • 石油・ガスの生産量置換率 (過去5年間分)
    • 石油・ガスの生産量置換率:国・地域別 (過去5年間分)

第13章 石油・ガス事業活動の結果

  • 石油・ガスの収支
    • 石油・ガスの収支 (過去5年間分)
    • 石油・ガスの収支:国・地域別 (過去5年間分)
  • 1boe当たりの石油・ガスの収支
    • 石油・ガスの収支 (1boe当たり) (過去5年間分)
    • 石油・ガスの収支 (1boe当たり): 国・地域別 (過去5年間分)
  • 石油・ガスの実績指標

第14章 付録

目次
Product Code: GDGE0688V

Salamander Energy (Salamander) is an upstream oil and gas company with a specific focus on exploration and production in Asia. The company was formed in 2005 and has its core assets in Thailand and Indonesia, with additional interests in Malaysia and Laos. In Thailand, Salamander has acreage positions in Greater Bualuang, which consists of the Bualuang oil field, reportedly the company's flagship producing asset. In Indonesia, the company has interests in licenses located in the Greater Kerendan area and North Kutei. Apart from these core assets, Salamander also has interests in the Kutai Production Sharing Contract (PSC) and the south Sokang PSC, in east Kalimantan and Natuna Sea respectively. In Thailand, the company's non-core assets comprise of its interests in blocks EU1, E5N and L15/43. In Malaysia, Salamander has interests in block PM322, while in Laos it has a stake in the Champasak and Saravan PSC.

Scope

  • Key Highlights: This section provides detailed analysis on the company's overall oil and gas value chain, new projects, growth opportunities, new ventures, assets performance, Capex funding, geographical results of oil and gas operations.
  • Goals and Strategies: This section provides the upcoming goals and strategies of the company. The section mainly goals and strategies followed by the company in order to meet its upcoming goals.
  • SWOT: The report's SWOT section provides the internal strength, weakness, opportunities and threats of company to reflect its strategic positions in the market.
  • Production and Development Overview: This section highlights the company's crude oil and natural gas production forecast from its legacy and upcoming assets by region and commodity mix for next five years. The report also covers the detailed information and analysis on the company's producing and development assets.
  • Exploration: This section includes detailed explanation and analysis on the company's exploration assets resulted due to new discoveries, new drilling and other activities.
  • M&A trends: This section mainly provides information and analysis on the company's recent assets transactions, joint ventures, acquisition, and divestment activities during the last one year. This section highlights the company's status as a buyer or seller during the analyzed period.
  • Financial Forecast and Valuation: This section highlights the detailed financial statement forecast for next five years. With the financial statement forecast, this section also provides intrinsic value of the company by using Net Asset Valuation method.
  • Peer Group Analysis: This section compares the company's performance with its peer group on the basis of share prices, financial ratios, operational and financial parameters and other related parameters.
  • Financial and Operational Metrics: This section covers the company's historical performance on several financial and operational parameters such as Production and Reserves, Reserves Replacement, Costs Incurred, Acreage, Wells, F&D Costs, Oil and Gas Revenue and Expenses etc.

Reasons to buy

The report will enhance the decision-making capability in a more rapid and time sensitive manner. It will allow you to -

  • Provide detailed analysis to those who are interested in knowing the companies' existing and future business strategies.
  • Provide in-depth analysis on the companies E&P profiles along with the exploration and M&A updates.
  • Provide valuable insights to those who are tracking oil and gas markets and wants to know the intrinsic value of the companies.
  • Use the analysis for strategy and planning, M&A identifications, and competitor analysis.

Table of Contents

1. Table of Contents

  • 1.1. List of Tables
  • 1.2. List of Figures

2. Salamander Energy, Company Overview

3. Salamander Energy, Key Highlights

  • 3.1. Continued Development of Thailand Assets to Drive Future Growth
    • 3.1.1. Greater Bualuang
  • 3.2. Indonesia to Supplement Growth Objectives
    • 3.2.1. Greater Kerendan
    • 3.2.2. North Kutei

4. Salamander Energy, SWOT Analysis

  • 4.1. Strengths
    • 4.1.1. Operatorship in Majority of Assets
    • 4.1.2. Stable Revenue Base
  • 4.2. Weaknesses
    • 4.2.1. Limited Geographical Presence
    • 4.2.2. High Dependence on Oil in the Production Mix
    • 4.2.3. Weak Bottom-Line Financial Performance
  • 4.3. Opportunities
    • 4.3.1. Substantial Exploration and Development Programs: An Opportunity to Increase Reserves and Production
  • 4.4. Threats
    • 4.4.1. Volatility in Commodity Prices could Adversely Affect Future Growth Plans
    • 4.4.2. Intense Competition from Other Industry Participants

5. Salamander Energy, Exploration, Development and Production Overview

  • 5.1. Production Profile
  • 5.2. Asset Portfolio
    • 5.2.1. Thailand
    • 5.2.2. Indonesia
    • 5.2.3. Malaysia

6. Salamander Energy, Capital Expenditure

7. Salamander Energy, Forecast Production and Financial Statements

  • 7.1. Income Statement (2011-2018)
  • 7.2. Balance Sheet (2011-2018)
  • 7.3. Cash Flow Statement (2011-2018)

8. Salamander Energy, Valuation

  • 8.1. Discounted Cash Flows

9. Salamander Energy, Peer Comparison

  • 9.1. Share Price Performance
  • 9.2. Operational and Financial Performance
  • 9.3. Key Financial and Operational Ratios

10. Salamander Energy plc, Production and Reserves Trends

  • 10.1. Total Oil and Gas, Reserves and Production
    • 10.1.1. Total Crude Oil and Natural Gas Production and Reserves Trend, 2009-2013
    • 10.1.2. Total Crude Oil & Natural Gas Production and Reserves By Country/Region, 2009-2013
    • 10.1.3. Total Crude Oil and Natural Gas Reserve Changes, 2009-2013
  • 10.2. Crude Oil/Liquids Production and Reserve
    • 10.2.1. Crude Oil/Liquids Production and Reserve Trend, 2009-2013
    • 10.2.2. Crude Oil Production and Reserves By Country/Region, 2009-2013
    • 10.2.3. Crude Oil/Liquids Reserve Changes, 2009-2013
  • 10.3. Natural Gas Production and Reserve
    • 10.3.1. Natural Gas Production and Reserve Trend, 2009-2013
    • 10.3.2. Natural Gas Production and Reserves, By Country/Region, 2009-2013
    • 10.3.3. Natural Gas Reserve Changes, 2009-2013
  • 10.4. Total Crude Oil and Natural Gas Reserves Life Index
    • 10.4.1. Total Crude Oil and Natural Gas Reserves Life Index, 2009-2013
    • 10.4.2. Total Crude Oil and Natural Gas Reserves Life Index, By Country/Region, 2009-2013

11. Salamander Energy plc, E&P Costs Trends

  • 11.1. Allocation of the Upstream Capital Expenditure
    • 11.1.1. Upstream Capital Expenditure, 2009-2013
    • 11.1.2. Acquisition Costs By Country/Region, 2009-2013
    • 11.1.3. Exploration and Development Costs, By Country/Region, 2009-2013
  • 11.2. Oil and Gas Cost Per boe, US$/boe
    • 11.2.1. Oil and Gas Cost Per boe, US$/boe, 2009-2013
    • 11.2.2. Oil and Gas Cost Per boe, US$/boe, By Country/Region, 2009-2013

12. Salamander Energy plc, Reserve Replacement Ratio

  • 12.1. Oil and Gas Production Replacement Ratio
    • 12.1.1. Oil and Gas Production Replacement Ratio, 2009-2013
    • 12.1.2. Oil and Gas Production Replacement Ratio, By Country/Region, 2009-2013

13. Salamander Energy plc, Results of Oil & Gas Operations Trend

  • 13.1. Oil and Gas Revenue and Expenses
    • 13.1.1. Oil and Gas Revenue and Expenses, 2009-2013
    • 13.1.2. Oil and Gas Revenue and Expenses, By Country/Region, 2009-2013
  • 13.2. Oil and Gas Revenue and Expenses, Per boe
    • 13.2.1. Oil and Gas Revenue and Expenses, By boe, 2009-2013
    • 13.2.2. Oil and Gas Revenue and Expenses Per boe, By Country/Region, 2009-2013
  • 13.3. Oil and Gas Performance Metrics

14. Appendix

  • 14.1. Abbreviations
  • 14.2. Sources
  • 14.3. Research Methodology
    • 14.3.1. Coverage
    • 14.3.2. Secondary Research
    • 14.3.3. Primary Research
  • 14.4. Disclaimer

List of Tables

  • Table 1: Salamander Energy, Total Proved and Probable Reserves, Working Interest Basis (mmboe), 2013
  • Table 2: Salamander Energy, Total Proved and Probable Reserves, Entitlement Interest Basis (mmboe), 2010-2013
  • Table 3: Salamander Energy, Financial and Operational Overview, 2010-2013
  • Table 4: Salamander Energy plc, Oil and Gas Production by Country, Working interest basis, (mmboe), 2010-2013
  • Table 5: Salamander Energy, Total Oil and Gas Production, 2011-2018
  • Table 6: Salamander Energy plc, Greater Bualuang, Key Facts, 2014
  • Table 7: Salamander Energy, G4/50, Key Statistics, 2014
  • Table 8: Salamander Energy, Block L27/43, Key Facts, 2014
  • Table 9: Salamander Energy, Greater Kerendan, Key Facts, 2014
  • Table 10: Salamander Energy, Capex by Activity (US$ mil), 2010- H1 2014
  • Table 11: Salamander Energy, Total Oil and Gas Production, 2011-2018
  • Table 12: GlobalData, Price Forecasts, 2014-2018
  • Table 13: Salamander Energy, Income Statement (US$ mil), 2011-2018
  • Table 14: Salamander Energy, Balance Sheet (US$ mil), 2011-2018
  • Table 15: Salamander Energy plc, Cash Flow Statement (US$ mil), 2011-2018
  • Table 16: Salamander Energy, Free Cash Flow Calculation (US$ mil), 2014-2018
  • Table 17: Salamander Energy, Discounted Cash Flow Calculation, 2014
  • Table 18: Salamander Energy and Peer Group, Operational and Financial Performance, 2013
  • Table 19: Salamander Energy and Peer Group, Total Reserves and Production (mmboe), 2013
  • Table 20: Salamander Energy plc, Peer Group Comparison, Financial and Operational Ratios, 2013
  • Table 21: Salamander Energy plc, Total Crude Oil and Natural Gas, Production and Reserves, mmboe, 2009-2013
  • Table 22: Salamander Energy plc, Total Crude Oil & Natural Gas Production and Reserves, By Country/Region, mmboe, 2009-2013
  • Table 23: Salamander Energy plc, Total Crude Oil and Natural Gas Reserve Changes, mmboe, 2009-2013
  • Table 24: Salamander Energy plc, Crude Oil Production and Reserves Metrics, mmbbl, 2009-2013
  • Table 25: Salamander Energy plc, Crude Oil Production and Reserves, By Country/Region, mmbbl, 2009-2013
  • Table 26: Salamander Energy plc, Crude Oil Reserve Changes, mmbbl, 2009-2013
  • Table 27: Salamander Energy plc, Natural Gas Production and Reserves Metrics, bcf, 2009-2013
  • Table 28: Salamander Energy plc, Natural Gas Production and Reserves, By Country/Region, bcf, 2009-2013
  • Table 29: Salamander Energy plc, Natural Gas Reserve Changes, bcf, 2009-2013
  • Table 30: Salamander Energy plc, Oil and Gas Reserves Life Index, Years, 2009-2013
  • Table 31: Salamander Energy plc, Oil and Gas Reserves Life Index, By Country/Region, Years, 2009-2013
  • Table 32: Salamander Energy plc, Upstream Capital Expenditure, US$ mil, 2009-2013
  • Table 33: Salamander Energy plc, Proved and Unproved Acquisition Costs, By Country/Region, US$ mil, 2009-2013
  • Table 34: Salamander Energy plc, Exploration and Development Costs, By Country/Region, US$ mil, 2009-2013
  • Table 35: Salamander Energy plc, Reserves Replacement, Finding and Development Costs, Finding Cost and Proved Acquisition Costs Per boe, US$/boe, 2009-2013
  • Table 36: Salamander Energy plc, Reserves Replacement, Finding and Development Costs, Finding Cost and Proved Acquisition Costs Per boe, US$/boe, By Country/Region, 2009-2013
  • Table 37: Salamander Energy plc, Oil and Gas Production Replacement Ratio, %, 2009-2013
  • Table 38: Salamander Energy plc, 3-Year Wt.Avg. Oil and Gas Production Replacement Ratio, By Country/Region, %, 2009-2013
  • Table 39: Salamander Energy plc, Revenue and Expenses, US$ mil, 2009-2013
  • Table 40: Salamander Energy plc, Revenue and Expenses, By Country/Region, US$ mil, 2009-2013
  • Table 41: Salamander Energy plc, Oil and Gas Revenue and Expenses, US$/boe, 2009-2013
  • Table 42: Salamander Energy plc, Oil and Gas Revenue and Expenses, US$/boe, By Country/Region, 2009-2013
  • Table 43: Salamander Energy plc, Oil and Gas Performance Metrics, 2009-2013

List of Figures

  • Figure 1: Salamander Energy, Operational Map, 2014
  • Figure 2: Salamander Energy, Financial and Operational Overview, 2010-2013
  • Figure 3: Salamander Energy, Share Performance, February 2014 - January 2015
  • Figure 4: Salamander Energy, Thailand, 2014
  • Figure 5: Salamander Energy, Greater Bualuang Area, 2014
  • Figure 6: Salamander Energy, East Terrace Southern Culmination, 2014
  • Figure 7: Salamander Energy, G4/50 Exploration, Schematic Section, 2014
  • Figure 8: Salamander Energy, Indonesia, 2014
  • Figure 9: Salamander Energy, Greater Kerendan, 2014
  • Figure 10: Salamander Energy, Greater Kerendan, Power Line Transmission Network, 2014
  • Figure 11: Salamander Energy, North Kutei, 2014
  • Figure 12: Salamander Energy, North Kutei, 2014
  • Figure 13: Salamander Energy, Total Revenue (US$ mil), 2010-2013
  • Figure 14: Salamander Energy, Net Loss (US$ mil), 2009-2013
  • Figure 15: Salamander Energy, Operational Map, 2014
  • Figure 16: Salamander Energy, Key Milestones, 2013-2016
  • Figure 17: Salamander Energy, Total Production (mmboe), 2011-2018
  • Figure 18: Salamander Energy plc, Production Mix (%), 2011-2018
  • Figure 19: Salamander Energy, Thailand, Key Areas of Operations, 2014
  • Figure 20: Salamander Energy, Greater Bualuang Operational Map, 2014
  • Figure 21: Salamander Energy, Greater Bualuang, Key Licenses, 2014
  • Figure 22: Salamander Energy, Bualuang: Structural and Reservoir Compartmentalization, 2014
  • Figure 23: Salamander Energy, East Terrace Southern Culmination, 2014
  • Figure 24: Salamander Energy, G4/50 Exploration Status, 2014
  • Figure 25: Salamander Energy, Thailand, Khorat Plateau, 2014
  • Figure 26: Salamander Energy, Phu Horm Depth Structure, 2014
  • Figure 27: Salamander Energy, Dong Mun Gas Discovery, 2014
  • Figure 28: Salamander Energy, Indonesia, Key Areas of Operations, 2014
  • Figure 29: Salamander Energy, Greater Kerendan, Key Areas of Operations, 2014
  • Figure 30: Salamander Energy, North Kutei Operational Map, 2014
  • Figure 31: Salamander Energy, NK-1 and NK-2 Overview, 2014
  • Figure 32: Salamander Energy, Malaysia Operational Overview, 2014
  • Figure 33: Salamander Energy, Capex by Activity (US$ mil), 2010-H1 2014
  • Figure 34: Salamander Energy, Capital Expenditure by Activity and Area (%), 2014
  • Figure 35: Salamander Energy and Peer Group, Relative Share Price Performance Index (%), February 2014-January 2015
  • Figure 36: Salamander Energy and Peer Group, Financial and Operational Parameters (US$/boe), 2013
  • Figure 37: Salamander Energy and Peer Group, F&D Cost and Reserve Replacement Comparison, 2013
  • Figure 38: Salamander Energy and Peer Group, Total Reserves and Production (mmboe), 2013
  • Figure 39: Salamander Energy and Peer Group, Reserve Life Index (Years), 2013
  • Figure 40: Salamander Energy and Peer Group, Valuation Ratios, 2013
  • Figure 41: Salamander Energy plc, Total Crude Oil and Natural Gas, Production and Reserves, mmboe, 2009-2013
  • Figure 42: Salamander Energy plc, Total Oil & Gas Reserves, End of Period, By Country/Region, mmboe, 2009-2013
  • Figure 43: Salamander Energy plc, Total Oil & Gas Production, By Country/Region, mmboe, 2009-2013
  • Figure 44: Salamander Energy plc, Total Crude Oil and Natural Gas Reserve Changes, mmboe, 2013
  • Figure 45: Salamander Energy plc, Crude Oil Production and Reserves Metrics, mmbbl, 2009-2013
  • Figure 46: Salamander Energy plc, Oil Reserves, End of Period, By Country/Region, mmbbl, 2009-2013
  • Figure 47: Salamander Energy plc, Oil Production, By Country/Region, mmbbl, 2009-2013
  • Figure 48: Salamander Energy plc, Crude Oil Reserve Changes, mmbbl, 2013
  • Figure 49: Salamander Energy plc, Natural Gas Production and Reserves Metrics, bcf, 2009-2013
  • Figure 50: Salamander Energy plc, Gas Reserves, End of Period, By Country/Region, bcf, 2009-2013
  • Figure 51: Salamander Energy plc, Gas Production, By Country/Region, bcf, 2009-2013
  • Figure 52: Salamander Energy plc, Natural Gas Reserve Changes, bcf, 2013
  • Figure 53: Salamander Energy plc, Oil and Gas Reserves Life Index, Years, 2009-2013
  • Figure 54: Salamander Energy plc, Gas Reserve Life Index, By Country/Region, Years, 2009-2013
  • Figure 55: Salamander Energy plc, Oil & Gas Reserve Life Index, By Country/Region, Years, 2009-2013
  • Figure 56: Salamander Energy plc, Oil Reserve Life Index, By Country/Region, Years, 2009-2013
  • Figure 57: Salamander Energy plc, Upstream Capital Expenditure, US$ mil, 2009-2013
  • Figure 58: Salamander Energy plc, 3-Year Wt.Avg., Reserves Replacement, Finding and Development Costs, Finding Cost and Proved Acquisition Costs Per boe, US$/boe, 2009-2013
  • Figure 59: Salamander Energy plc, 3-Year Wt.Avg., Oil and Gas Production Replacement Ratio, %, 2009-2013
  • Figure 60: Salamander Energy plc, 3-Year Wt. Avg. Gas F&D Production Replacement, By Country/Region, %, 2009-2013
  • Figure 61: Salamander Energy plc, 3-Year Wt. Avg. Gas RRC Production Replacement, By Country/Region, %, 2009-2013
  • Figure 62: Salamander Energy plc, 3-Year Wt. Avg. Oil & Gas F&D Production Replacement, By Country/Region, %, 2009-2013
  • Figure 63: Salamander Energy plc, 3-Year Wt. Avg. Oil & Gas RRC Production Replacement, By Country/Region, %, 2009-2013
  • Figure 64: Salamander Energy plc, 3-Year Wt. Avg. Oil F&D Production Replacement, By Country/Region, %, 2009-2013
  • Figure 65: Salamander Energy plc, 3-Year Wt. Avg. Oil RRC Production Replacement, By Country/Region, %, 2009-2013
  • Figure 66: Salamander Energy plc, Revenue and Expenses, US$ mil, 2009-2013
  • Figure 67: Salamander Energy plc, Depreciation, Depletion and Amortization From Upstream Oil & Gas Operations, By Country/Region, US$ mil, 2009-2013
  • Figure 68: Salamander Energy plc, Oil & Gas Revenue, By Country/Region, US$ mil, 2009-2013
  • Figure 69: Salamander Energy plc, Oil and Gas Revenue and Expenses, US$/boe, 2009-2013
  • Figure 70: Salamander Energy plc, Oil & Gas Revenue per boe, By Country/Region, US$/boe, 2009-2013
  • Figure 71: Salamander Energy plc, Total DD&A per boe, By Country/Region, US$/boe, 2009-2013
  • Figure 72: Salamander Energy plc, Total Revenue per boe, By Country/Region, US$/boe, 2009-2013
  • Figure 73: Salamander Energy plc, Oil and Gas Performance Metrics, 2009-2013
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