KimSua

KimSua | Joined since 2021-01-19

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Stock

2023-08-15 08:25 | Report Abuse

Operation expense will continue to reduce this qtr. Q1 reflected~4 billion improvement YoY. Qtr to qtr I expect another improvement in Q2 of ~0.5 billion. Based on 345 us/MT last year vs ~160us/MT for the last 3 months. Expect qtr to qtr revenue to be flat. We could not be sure about taxation as most companies are reporting comparitative less taxation impact from cukai makmur last year. Hopefully extra ~<1 billion extra earnings to declare better dividend or PAT compare with Q1. :) Good luck folks

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2023-08-15 08:09 | Report Abuse

Armada qtrly is end of sept not Aug. Don't expect good news, just how will the market react.

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2023-08-15 08:02 | Report Abuse

slow and steady. hopefully qtrly will be good and return of dividend announcement :).

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2023-08-10 15:12 | Report Abuse

Seems selling pressure is still high, expect more sell down after Qtrlyi is out .It would not be good but how would the market absorb this short term outlook?

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2023-08-09 08:55 | Report Abuse

How to hold a long term view on a company that share price can be dictated by a technician's ability to maintain its machinery or can wreck havoc by a fisherman's net. Dramatic risk :) Can go in after qtrly, show us the real money first.

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2023-08-07 17:22 | Report Abuse

Qtrly report around the corner. How low can it go?

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2023-07-27 07:06 | Report Abuse

At least consistently above average volume. If track 2 hourly time frame looks good compares to daily time frame. Still have to wait in an empty room :)

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2023-07-26 14:53 | Report Abuse

Deekay, Hardest part is when to sell :)

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2023-07-26 07:37 | Report Abuse

Hoping for the bulls but the bullshit is back :) . Should see good volume for at least 4-5 trading days , today is the 3rd day. Chart for one year shows an uptrend every peak higher then the next. 1 dec 22:9.23 ; 30dec 22 :9.36 ;15feb23 :9.70;19 may23 :9.8 27/28 Julai ? Usually during the qtrly report month. But this time the rally is slightly earlier. Hope to see a double peak this week and 2 weeks nearer to Qtrly report next month. Good luck to test above 10.00 soon. Oil price is back up and US dollar should weakened soon. The money market is a good predictor too. Good luck

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2023-07-20 07:57 | Report Abuse

Tenaga is stable for its dividend. Covering of shots is nearly done. You can observe the covering 9.1-9.15 as if they are covering/selling among the fund managers. Short sellers are known to have private information about security prices. The the covering is done, market condition will be back.

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2023-07-20 07:34 | Report Abuse

Slowly but surely. Only qtrly results can confirm the true value of OCK. Has to faced the reality of the assets heavy business model . Not sure if they will succeed in spliting the tower business vs services business to improve the ROCE. But when the bulls hit...all this does not really matter :)

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2023-07-13 16:44 | Report Abuse

Can trade until near Q2 results in end of August. Don't expect any stellar profits

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2023-06-21 10:47 | Report Abuse

Shorts active again yesterday ~2 mil, rested on monday. Should continue again today. Net short at 0.56%. Not over yet

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2023-06-20 14:23 | Report Abuse

It will trade side ways if no news in the coming weeks prepare for downside risks. I don't see the dust settling, to push to .>0.5 with current information will be reckless

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2023-06-16 16:58 | Report Abuse

Hope upgrade soon to telco business :) what happen to maxis today? went up 44c. 10.7% :)

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2023-06-16 16:55 | Report Abuse

What happened Maxis? Last minute rush in major blue chips

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2023-06-16 08:56 | Report Abuse

Oklah, stable. US dollar index 102, lowest in a month. But will never know what Khazanah has in mind. Don't expect any V shape recovery. If today is stable/uptrend. The shorts knew Khazanah is selling on 8 june and is stable the last few trading days. Lets see it can hold up.

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2023-06-15 08:20 | Report Abuse

shorts at ~590K yesterday. Very mild compared to 3-6 mil daily before, buying power has also reduce. Downside risk is still high if no clear positive news.

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2023-06-13 09:50 | Report Abuse

0.45 %net short position. Slowing down. 3.7 mil shares shorted on Monday. Slowed down but depends how's the buying support next #2/3 trading days

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2023-06-12 17:16 | Report Abuse

Net shot from 0.16 to 0.4 last 4 trading days. Today no more buying support. Expect till end of the week. Easily below 0.4 if low buying support

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2023-06-08 07:43 | Report Abuse

Deekay, can't be certain as the last few hours is really erractic. But if you plot the candle in hourly timely. Looks like a reversal and down trend about to end. (to form the inverse head). And might retest 9.75 before going down to form the other shoulder, Before it can really retest 10, plus... Anywasy KLSE is really in bad shape if the sneaky US dollar continue to strengthen.

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2023-06-08 07:24 | Report Abuse

~8.6 mill shares shorted yesterday compare to ~6.3 mill shares the day before. Net short at 0.27% up from 0.15% of 2 days trading. If weak buying support expect more blood bath. Is not about fundamentals anymore.

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2023-06-07 15:36 | Report Abuse

If recovered with a doji, high potential of reversal

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2023-06-07 11:26 | Report Abuse

Erratic trading today. Cross selling and covering, should be end of the short selling . Good luck

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2023-06-07 09:55 | Report Abuse

not much buying support beyond 0.47, expect shorts to continue for next few days

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2023-06-07 08:36 | Report Abuse

>6 mil shares shorted yesterday. will not stop at one day

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2023-06-07 07:08 | Report Abuse

The shorts will have a field day and will not be only be a one day event. Better to allow the technical to stabilize before going in. Usually things are worst then is reported. Those who worked in the maintenance field will understand how reports are simplified to ease reporting. Need to figure out will Enquest demand for compensation if it will be 3-6 months of downtime. Will there be a settlement agreement of many more millions ? Risk vs reward.

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2023-06-06 10:08 | Report Abuse

impact 35% of revenue and 50 million repair cost

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2023-06-06 09:17 | Report Abuse

Can collect back at 0.40

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2023-06-02 15:20 | Report Abuse

At least now heavier volume :) average 0.38 , should be a good price at the moment

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2023-06-01 11:13 | Report Abuse

KLSE 2 years low since Mar 2020. Opportunity or further downside risk? Tenaga shorts nearing 0.24%, of ttl net short. Near its usual high . Can consider to go in today or tmrow based on your risk appetite.

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2023-05-31 15:39 | Report Abuse

Ya Shorts increase to 0.21 % of total net short from 0.19% last 3 trading days...the shorts agent will scream the sky is falling again and repeat before covering the shorts again,

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2023-05-31 07:23 | Report Abuse

Qtrly report , consistent. 2 solid qtrs . Cash flow improve significantly. YoY is good QoQ down due to strong Q4 report. EPS stable. Ok lah but no interest from investors :)

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2023-05-30 07:40 | Report Abuse

https://www.tnb.com.my/assets/quarterly_results/AB_1QFY2023.pdf
Can find the Q to Q comparison. More impressive, coal price q4 vs q1 is reflected which you can't see Y to Y. ESG rating top in the region now and 42 in world ranking. ESG investing will be here to stay and the big funds has this in their check box. All others look good for the year. EDBITA margin improve q to q vs the negative Y to Y comparison. Let's how the big funds see this today.

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2023-05-29 20:44 | Report Abuse

Fuel cost savings not reflected in this qtr yet. Cash flow increase 5bil since last year. Sky are finally clearing,, 😊

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2023-05-25 07:54 | Report Abuse

If TNB received 4 billion in receivables in Jan , the reflected Revenue should be slightly higher than in Q4 when they received 5.8 billion in receivables last qtr. Around 14-15 billion in revenue. Revenue is not so critical , as long as the profit margin remains and with the timing mismatches of ICPT mechanisms. Analyst can only assume the numbers. Lower financing cost due to the lower receivables will be another good news. Not much ,potential interest savings of 200 million/yr (based on Kenanga's report). Should see ?1 billion PAT number , hopefully on the high side of 1.2 bil plus. The cost per unit savings due to the lower fuel cost will not be a direct savings but reflected an improve cash flow and lower borrowing costs on fuel. Analyst should be happy on the lower ICPT receivables and the consistent payment moving forward from the gomen.
Check out : https://www.businesstoday.com.my/2023/05/09/lower-gas-coal-prices-confirm-lower-icpt-for-tenaga-kenanga/

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2023-05-23 13:36 | Report Abuse

Deekay :) , I think TNB is not a concern anymore compared to last year when EPF sell off from17% to holding only 14% last year during 3x EPF withdrawal fiasco and lots of shot agents to bring the share further down with nonsensical arguments. Only the IB and foreign shareholders can make a concerted effort to bring it down. We cannot swing trade TNB as is too hugely controlled by big IBs. Long term value is still intact with dividend rate of 5%. Looking at the trade mild shorts is happening in between large volume of buying to average down the purchase price. This signify strong IB support. Expect improve/better then expected qtrly next week . Hope to see more rallys next week

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2023-05-23 10:25 | Report Abuse

no worries will recover

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2023-05-23 07:58 | Report Abuse

Net short position recovered from 0.23 to 0.18% during the rally. it maintain 0.18%. Yesterday short selling was at~130k shares. We see this pattern all the time. The big brothers are still buying, shorts will prevent unsustainable low volume increase of price. Base on suruhanjaya tenaga daily fuel cost. Q4 2022 is cost per unit average out to be 34 cents per kwh vs 26 cents per kwh in Q1. This is nearly 20% reduction. Q4 fuel cost is near to 6.3 billion. Not sure cost of IPP payment , assumption of 10% savings to TNB , will be easily extra 600 million plus no more cukai makmur of 340 Mill. Can we see PAT extra of 1 billion? this qtr? : ). 0.8 billion in Q4 2022 vs 1.5-1.8 billion PAT possible? Slightly wild but definitely will be above 1 billion PAT this qtr.

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2023-05-17 07:43 | Report Abuse

I meant < 0.4 is ok , technical analysis does not work for OCK or need to wait and let Qtr results shows? A bit too boring for some. Revenue growth average 14%/yr . Ebit margin 12.7% , slighly downtrend lately. PE ratio drop from 20s to ~12 lately. Concern on the ROE due to the tower business vs services. hight of 8 % dropping to 5%. This is the major concern. Anyway, to each its own . Important to look at the latest qtrly result. Technically already oversold and major support 0.36

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2023-05-10 15:31 | Report Abuse

Buy below 4 is a good deal. Low risk of 5g infrastructure and services not picking up

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2023-05-05 08:59 | Report Abuse

upgrade from HLIB, it has been a while since IB call for an upgrade. KLSE has been disappointing so far this year

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2023-04-20 10:25 | Report Abuse

today big funds off. Low volume increase . However the shorts are not very active last 2 trading days, might have stabilize. Most likely khazanah has to rebalance its portfolio based on their 2023 strategic assets allocation. Don't see any bad news coming. See it as opportunity to accumulate.

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2023-04-19 07:52 | Report Abuse

PMX has to show something different to walk the talk. Most likely 2nd network in 2024 is true, eager to know how the market will react , make or break today.

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2023-04-17 13:28 | Report Abuse

Ya very lonely forum :) , this will take a while but good sign to confirm, they need funding on the expected growth in tower infrastructure if dual network is expected to materialize next year. Either way OCK business will be positive. Will read up the article.

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2023-04-17 07:56 | Report Abuse

DNB review will be tabled today. News by Reuter is already out , most likely DNB will continue, and 2nd network to be launch only early next year to increase competition. Infrastructure has to be plan out first.

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2023-04-12 10:19 | Report Abuse

total short selling position went up to 0.2 from 0.16% , historically can go up to~ 0.22 before it sizzles back down. Might go below 9 if no buying support.

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2023-04-11 16:17 | Report Abuse

At least more volume seen, shorts follow by heavy purchase...for the last few days...thus the hammer candle seen. Might be similar pattern today.