Goh904

Goh904 | Joined since 2017-11-23

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Stock

2018-01-26 16:43 | Report Abuse

Kenneth GOH ....paiseh ..today I just saw it & share with all of u ... what u think ?

Stock

2018-01-22 14:24 | Report Abuse

Sharing is caring .........
MBSB - 有望成为下一家百亿俱乐部成员??

昨天在FB LIVE跟大家闲聊了银行股,其中一家笔者觉得不错的就是MBSB。这家公司呢,已经走在拿到ISLAMIC BANK License的路上。2017年6月股价一度走高到RM1.38,12月跌到52周新低的RM1.01。

明明8月以及11月的盈利都是进步啊,笔者只能说,好股多磨练,洗洗散户身心健康。2017年MBSB的IMPAIRMENT已经清除干净,今年准备鱼跃龙门成为回教银行。当初公司正常运作的时候,一年的NET PROFIT可以超过RM1,000 mil。卧薪尝胆了3年,2018以及2019年的MBSB应该会有所作为。

股价也横摆了很久,不是处于山顶的位置,风险在可以控制的范围。1月30号公布的业绩,笔者觉得比上不足,比下应该有余。退一百步来说,业绩不好的话,是不是趁低进场的机会呢?

现在公司的市值RM7,227 mil,去年6月曾经突破RM8,175 mil。只要未来2年营业额以及盈利稳定成长,这家合法的ALONG要在2- 3年晋升百亿俱乐部不是难事。

这家公司那么大,可不可以哦? 在过去的12个月之内,以下的公司都脱颖而出成为了百亿级别的公司,

AIRASIA
HARTA
TOPGLOV
DIALOG
PMETAL
F&N

银行股在2017Q3的盈利表现都优于预期,因此MAYBANK,PBBANK,CIMB,HLBANK等的股价都分别突破52周新高。在大型金融银行股带动下,MBSB或许也会被老大哥们拉一把哟。

MBSB能不能成为百亿俱乐部呢,就让时间告诉你我吧。

关于银行股的分享,大家可以参考昨天的FB LIVE。

以上纯属分享,买卖请自负。

Harry

Stock

2017-12-14 13:39 | Report Abuse

Why later will drop ?

Stock

2017-12-14 12:42 | Report Abuse

Betta68 today can see what u said by yesterday , well said:))

Stock

2017-11-30 12:40 | Report Abuse

No wonder share very quite & no eye to see:((

Stock

2017-11-30 11:52 | Report Abuse

Tomorrow no share market ??

Stock

2017-11-29 17:35 | Report Abuse

Hibiscus Petroleum’s (Hibiscus) 1QFY18 revenue improved to RM58.2m (+6.4% YoY, -21.8% QOQ) while recording a core net profit of RM12.8m, supported by higher average prices recorded for oil sold in the quarter (1QFY18: USD51.54/bbl vs. 1QFY17: USD45.21/bbl). This quarter however saw about 15 days of shutdown for initiatives undertaken to improve daily oil production rates up to c.5,000bbls/day net oil to Hibiscus by FY20. Numbers were weaker sequentially, but will see better results 2Q onwards with additional production of c.665bbls/day from the Anasuria Cluster due to the recent enhancement projects, while also assuming higher oil price levels. 1QFY18 net profit estimates are deemed in line albeit only meeting 5% of ours and 7% of consensus’ estimates, due to our inclusion of the North Sabah acquisition which we assume to begin contribution 2HFY18. We remain positive on Hibiscus with an Outperform call and an unchanged TP of RM1.06 premised on our sum-of-parts valuation. Our valuation includes the upcoming North Sabah acquisition based on its proven and probable (2P) reserves only, which we believe would add another RM0.48 to the Group’s underlying fair value of RM0.58.

1QFY18 vs 4QFY17. Revenue came in at RM58.2m (-21.8% QoQ) in 1QFY18 due to lower 246,132 barrels of oil sold in the quarter of versus the 284,963bbls in 4QFY17, this coming as a result of planned 15-day shutdown which would translate to c.15% loss in oil production time. Earnings wise, the preceding quarter also recognized a one-off RM10.3m gain attributable to the revaluation of the provision for decommissioning costs based on the closing forex rate as at 30 June 2017.
Anasuria updates (net to Hibiscus). Currently producing an average of c.3500boe/day, the field saw delivery of significant projects in the quarter, amongst which include i) the concluded offshore turnaround of Anasuria FPSO which will assist in improving facility uptime to a targeted 90% for the longer term (previously 85%), ii) the souring project which has brought wells that were shut-in by the previous operator due to high levels of hydrogen sulfide (H2S) back online. This initiative will add an average 315bbls/day by CY17 from both Guillemot P1 (GUA-P1) and Teal South (TLS-P1) fields, iii) installation of GUA-P4 gas lift facilities, to lighten the well for a smoother flow and increase of production. The well will add 0.5m bbls 2P reserves. The production rate is anticipated to improve to 350bbls/day from 60bbls/day.
Other Anasuria updates. All 4 fields are in production except for Kite which is a discovered field. Kite, we understand, is planned for 4-5 years later and implementation in 2021 onwards.
North Sabah updates. The Group is currently working on fulfilling all conditions required by the sellers - Sabah Shell Petroleum Company Limited and Shell Sabah Selatan Sdn Bhd coupled with the Malaysian regulators to ensure the transaction is unconditional in the near future. We are estimating the deal to be completed by January 2018. Nevertheless it is also important to note that the back-stop date for the acquisition is April 2018.
Offshore Turnaround for Anasuria FPSO facilities, which is the shut down for performance of compliance and general maintenance related activities has been completed and is assumed to improve average unplanned facilities uptime/availability of the FPSO facilities up to 90%, post-shutdown. The operations commenced from mid-September to mid-October for 31 days, with the most minimal downtime from its 1 year of planning. The next turnaround is planned for late 2019. We understand the shutdown was carried out in between 2 quarters, hence 15 days of shutdown is recorded in 1QFY18 and the remaining in 2QFY18. The next quarter’s shutdown loss of production however is expected to be minimized by the additional production from the souring and gas lift projects.
Souring Project is to bring wells that were shut-in by the previous operator due to high levels of H2S back online. The project comprised of opening new wells – (GUA-P1) in January 2017 and Teal South (TLS-P1) in June 2017. This will add an average of 315bbls/day of production net to Anasuria Hibiscus (UK) Limited (AHUK) from both TLS-P1 and GUA-P1 in CY17.
Installation of GUA-P4 gas lift facilities is to lighten the well to ensure smoother flow and increase of production. Hibiscus is in the process of restarting the well which, upon completion, will add 0.5mbbls (net to AHUK) of 2P reserves. Production rate is anticipated to improve to 350bbls/day net to AHUK from 60bbls/day. This equates to c.10% increase in production, ensuring depletion of the field is arrested. The initiative was carried out from early October to early November 2017.
Our Outperform recommendation is premised on the improving performance of the Anasuria Cluster which has already been secured, and the potential upside from the North Sabah PSC on Hibiscus’ valuation. It also takes into consideration i) further potential

Stock

2017-11-29 15:58 | Report Abuse

Let c after 4pm show then will know ")")"):)

Stock

2017-11-29 14:55 | Report Abuse

Average price at 0.96, consider good to invest

Stock

2017-11-29 14:48 | Report Abuse

Price Target Source News
29/11/2017 1.06 PUBLIC BANK Price Target News
26/09/2017 0.85 BIMB Price Target News