SASOL LTD

  • TickerSSLN*
  • ISINUS8038663006
  • ExchangeMexican Stock Exchange
  • SectorChemicals
  • CountrySouth Africa

Sasol Limited: Update to credit analysis following downgrade to Ba2, ratings under review for downgrade

Our credit view of Sasol, reflecting its leading domestic market position and integrated value chain but facing high leverage and challenging operating conditions.

Sasol Limited: Update to credit analysis following downgrade to Ba1, stable outlook

Our credit view of Sasol, reflecting its leading domestic market position and integrated value chain but facing high leverage and challenging operating conditions.

Sasol Limited: Key Facts and Statistics - FYE June 2019

A summary company profile, detailing Sasol Limited’s business operations and financial highlights.

Sasol Limited: Delays in the release of 2019YE audited financials is creating uncertainty and elevating liquidity risk

Any further delays in releasing results beyond 31 October 2019 heightens the risk that Sasol becomes non-compliant with reporting obligations under some of its debt agreements.

Joe Gemino

Sasol Provides Full-Year Production Update

No-moat Sasol provided an update on its full-year fiscal 2019 production metrics that included relatively stable liquids production. For the full year ended June 30, Sasol produced 1,470 thousand barrels of crude oil and condensate a day compared with 1,469 mboe/d in the year-ago period. However, declines continued with the company’s natural gas production, down 4% to 130.3 billion cubic feet compared with the period ended June 30, 2018. Sasol also reported flat refined products of 31.4 mmboe/d ...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

The recent successful test of support at the 200-day moving average has paved the way for a meaningful bounce higher on the S&P 500. Given this bounce, we have become incrementally more bullish. In today's report we highlight the bullish implications of the recent move higher for the broad market as well as other big picture trends: • Bullish implications. Not only has the 200-day moving average and prior lows continued to hold for the S&P 500, but the index is also hitting a higher high relative to mid-April - a bullish development. Additionally, the index is inflecting topside a descending...

Joe Gemino

Sasol Provides Full-Year Production Update

No-moat Sasol provided an update on its full-year fiscal 2019 production metrics that included relatively stable liquids production. For the full year ended June 30, Sasol produced 1,470 thousand barrels of crude oil and condensate a day compared with 1,469 mboe/d in the year-ago period. However, declines continued with the company’s natural gas production, down 4% to 130.3 billion cubic feet compared with the period ended June 30, 2018. Sasol also reported flat refined products of 31.4 mmboe/d ...

Joe Gemino

Morningstar | Sasol Provides Production Update; Stock Still Looks Fairly Valued

No-moat Sasol provided an update on its fiscal 2019 production metrics that included relatively stable liquids production. For the nine months ended March 31, Sasol produced 1,119 thousand barrels of crude oil a day and condensate compared with 1,117 mboe/d in the year-ago period. However, declines continued with the company’s natural gas production, down 4% to 97.1 billion cubic feet compared with the period ended March 31, 2018. Sasol also reported continued refined products declines to 22.9 mmboe/d from 22.4 mmboe/d in the year-ago period. These interim results are on track with our full-ye...

Joe Gemino

Sasol Provides Production Update; Stock Still Looks Fairly Valued

No-moat Sasol provided an update on its fiscal 2019 production metrics that included relatively stable liquids production. For the nine months ended March 31, Sasol produced 1,119 thousand barrels of crude oil a day and condensate compared with 1,117 mboe/d in the year-ago period. However, declines continued with the company’s natural gas production, down 4% to 97.1 billion cubic feet compared with the period ended March 31, 2018. Sasol also reported continued refined products declines to 22.9 m...

Joe Gemino

Morningstar | No Material Changes to Sasol’s Fair Value Estimate; Stock Remains in 3-Star Territory

After taking a fresh look at Sasol’s first half fiscal year 2019 results, we are lowering our fair value estimate to $31 (ZAR 442) from $32 (CAD 444) based on movements in foreign exchange rates. Despite the slightly lower fair value estimate, Sasol remains in 3-star territory. Shares have declined nearly 25% since August and are now trading near our fair value estimate. While Sasol has an extensive near-term growth portfolio and favorable cost structure, we believe the market finally realized that rising costs driven by inflation will offset the company’s growth potential.  The company’s shif...

Joe Gemino

Morningstar | No Material Changes to Sasol’s Fair Value Estimate; Stock Remains in 3-Star Territory. See Updated Analyst Note from 12 Mar 2019

After taking a fresh look at Sasol’s first half fiscal year 2019 results, we are lowering our fair value estimate to $31 (ZAR 442) from $32 (CAD 444) based on movements in foreign exchange rates. Despite the slightly lower fair value estimate, Sasol remains in 3-star territory. Shares have declined nearly 25% since August and are now trading near our fair value estimate. While Sasol has an extensive near-term growth portfolio and favorable cost structure, we believe the market finally realized that rising costs driven by inflation will offset the company’s growth potential.  The company’s shif...

Sasol Limited: Update to credit analysis following downgrade to Ba2, ratings under review for downgrade

Our credit view of Sasol, reflecting its leading domestic market position and integrated value chain but facing high leverage and challenging operating conditions.

Sasol Limited: Update to credit analysis following downgrade to Ba1, stable outlook

Our credit view of Sasol, reflecting its leading domestic market position and integrated value chain but facing high leverage and challenging operating conditions.

Sasol Limited: Key Facts and Statistics - FYE June 2019

A summary company profile, detailing Sasol Limited’s business operations and financial highlights.

Sasol Limited: Delays in the release of 2019YE audited financials is creating uncertainty and elevating liquidity risk

Any further delays in releasing results beyond 31 October 2019 heightens the risk that Sasol becomes non-compliant with reporting obligations under some of its debt agreements.

Sasol Limited: Update following affirmation of Baa3 rating and change of outlook to negative from stable

Our credit view of Sasol, reflecting its leading domestic market position and integrated value chain but facing significant challenges on its under construction large-scale chemicals project

Ford Equity US Rating and Forecast Report

Ford Equity Research covers more than 4,000 stocks using a proprietary quantitative model that evaluates a company’s earnings strength, its relative valuation and recent price movement. Ford’s five recommendation ratings include strong buy, buy, hold, sell, strong sell. For all stocks in our coverage universe, ratings are generated each week and reflect the fundamental and price data as of the last trading day of the week.

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