JSC Exploration and Production KazMunaiGas (KMG) - Financial and Strategic SWOT Analysis Review

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JSC Exploration and Production KazMunaiGas (KMG) - Financial and Strategic SWOT Analysis Review
JSC Exploration and Production KazMunaiGas (KMG) - Financial and

Strategic SWOT Analysis Review



Reference Code: GDGE37FSA Publication Date: MAY 2011

Left Bank, 1st street, Building 2 Phone +7 3172 977401 Revenue 609,242 (million KZT)

Astana Fax +7 3172 977403 Net Profit 234,501.89 (million KZT)

010000 Website www.kmgep.kz Employees 21,113

KMG [Stock Exchange of

Kazakhstan Exchange Industry Oil & Gas

Thailand (Bangkok)]

Company Overview

JSC Exploration and Production KazMunaiGas (KMG EP) is an oil and gas company. The company is engaged in the

exploration, development and production of crude oil, natural gas and associated gas from its hydrocarbon reserves in

Kazakhstan. It is a subsidiary of National Company KazMunaiGas (NC KMG), involved in oil and gas operations. KMG EP was

formed through the merger of UzenMunaiGas (UMG) and EmbaMunaiGas (EMG). The company is the second largest crude oil

producer in the Republic of Kazakhstan in terms of annual production volumes of hydrocarbons (including crude oil). KMG E&P is

headquartered at Astana, Kazakhstan.



In March 2011, the company acquired 50% Stake In Ural Group.

Key Executives SWOT Analysis

Name Title JSC Exploration and Production KazMunaiGas, SWOT

Askar K. Balzhanov Chairman Analysis

Sisengali Utegaliyev Director Strengths Weaknesses

Yerzhan Zhangaulov Director

Kenzhebek Ibrashev Director Support of Parent Company Decreasing Liquidity

Assia Syrgabekova Director

Source: Annual Report, Company Website, Primary and Secondary Research, Healthy Financials Low Debt-Equity Ratio

GlobalData



Share Data

JSC Exploration and Production KazMunaiGas Opportunities Threats

Share Price (KZT) as on 10-May-2011 21.67

EPS (KZT) 3,231.75 Expansion through Inorganic Intense Competition

Market Cap (million KZT) 220,828 Growth

Enterprise Value (million KZT) 244,789 Fluctuating Oil Markets

Shares Outstanding (million) 68 Huge Potential Oil & Gas

Source: Annual Report, Company Website, Primary and Secondary Research, Reserves in the Black Sea

GlobalData







Source: Annual Report, Company Website, Primary and Secondary Research,

GlobalData



Financial Performance Recent Developments

Apr 28, 2011 Gazprom And KazMunaiGaz Sign

Agreement Identifying KazRosGaz As

Imashevskoye Field Operator

Dec 15, 2010 Chevron And Other Shareholders Sanction

Caspian Pipeline Expansion

Nov 22, 2010 KazMunaiGaz Expands Storage Volume At

DPF Petroleum Depot In France

Sep 07, 2010 Gazprom, KazMunaiGas To Jointly Explore

Imashevskoye Gas Field

Aug 27, 2010 Kazakhstan To Exceed Oil Output Target

In 2010

Source: Annual Report, Company Website, Primary and Secondary Research,

Source: Annual Report, Company Website, Primary and Secondary Research,

GlobalData

GlobalData









JSC Exploration and Production KazMunaiGas (KMG) - Financial and Reference Code: GDGE37FSA

Strategic SWOT Analysis Review

Source : www.globalcompanyintelligence.com Page 1

Table of Contents

Table of Contents........................................................................................................................................................................................................... 2

List of Tables .................................................................................................................................................................................................................. 4

List of Figures................................................................................................................................................................................................................. 4

Section 1 - About the Company ..................................................................................................................................................................................... 5

JSC Exploration and Production KazMunaiGas - Key Facts ......................................................................................................................................... 5

JSC Exploration and Production KazMunaiGas - Key Employees ................................................................................................................................ 6

JSC Exploration and Production KazMunaiGas - Key Employee Biographies .............................................................................................................. 7

JSC Exploration and Production KazMunaiGas - Major Products and Services ........................................................................................................... 8

JSC Exploration and Production KazMunaiGas - Key Operational Summary ............................................................................................................... 9

JSC Exploration and Production KazMunaiGas - History ............................................................................................................................................ 10

JSC Exploration and Production KazMunaiGas - Company Statement....................................................................................................................... 12

JSC Exploration and Production KazMunaiGas - Locations And Subsidiaries ............................................................................................................ 14

Head Office............................................................................................................................................................................................................ 14

Other Locations & Subsidiaries ............................................................................................................................................................................. 14

Section 2 – Company Analysis .................................................................................................................................................................................... 15

JSC Exploration and Production KazMunaiGas - Business Description...................................................................................................................... 15

Business Description - Exploration and Production............................................................................................................................................... 15

Exploration and Production - Overview........................................................................................................................................................... 15

Exploration and Production - Production......................................................................................................................................................... 15

Exploration and Production - Financials.......................................................................................................................................................... 15

Exploration and Production - Capital Expenditure .......................................................................................................................................... 16

JSC Exploration and Production KazMunaiGas - Corporate Strategy ......................................................................................................................... 17

JSC Exploration and Production KazMunaiGas - SWOT Analysis .............................................................................................................................. 18

SWOT Analysis - Overview ................................................................................................................................................................................... 18

JSC Exploration and Production KazMunaiGas - Strengths ................................................................................................................................. 18

Strength - Support of Parent Company........................................................................................................................................................... 18

Strength - Healthy Financials .......................................................................................................................................................................... 18

Strength - Substantial Asset Base .................................................................................................................................................................. 18

JSC Exploration and Production KazMunaiGas - Weaknesses ............................................................................................................................ 18

Weakness - Decreasing Liquidity.................................................................................................................................................................... 18

Weakness - Low Debt-Equity Ratio ................................................................................................................................................................ 18

JSC Exploration and Production KazMunaiGas - Opportunities ........................................................................................................................... 19

Opportunity - Expansion through Inorganic Growth ........................................................................................................................................ 19

Opportunity - Huge Potential Oil & Gas Reserves in the Black Sea ............................................................................................................... 19

Opportunity - Rising Demand for Petroleum Products .................................................................................................................................... 19

JSC Exploration and Production KazMunaiGas - Threats..................................................................................................................................... 19

Threat - Intense Competition........................................................................................................................................................................... 19

Threat - Fluctuating Oil Markets ...................................................................................................................................................................... 19

Threat - Political Environment .................

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