Solomon7

Solomon7 | Joined since 2017-11-17

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

370

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
370
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2019-04-25 20:26 | Report Abuse

Nckcm, may not be based on the pace of disposal....perhaps one need Kencana to excite this counter.again?

Stock

2019-04-25 20:10 | Report Abuse

New shareholder emerging if the latest CEO off market deal ring a bell?

Stock

2019-04-22 19:28 | Report Abuse

if BM investor turn their eyes into O&G stock, likely to have kaboom effect. ..patiently awaiting the market leader

Stock

2019-04-20 11:47 | Report Abuse

Personally, this Project is likely to go ahead after another tender. If project price can be materially lowered with longer BOT tenure, PresBhd has a good chance. I see a strong ties with other government ministries albeit some setback/headwind past months.

Stock

2019-04-16 21:33 | Report Abuse

While KLCI is branded as one of the worst market, I guess it will be wrong if the book maker play the game right.

If one sense around, Govt is trying to boost up IT investment and encourages e commerce. Digital tax seemed to be negative but we can see a few good headline on e-commerce next few weeks. It will excite the dull market.

Let see how the market perceive it or the market needs corporate chieftain like Mirzan?

Stock

2019-04-03 22:37 | Report Abuse

@dollylucky, the orderbook need to go up.

Stock

2019-04-03 20:42 | Report Abuse

My two cent observation is the company chieftain should be from exploration, not refining. Senior management is too junior especially if the main asset is in foreign land.

Not sure whether having the major shareholder who also held a post in Perdana Foundation mean something in business network.

Just need to have someone good in Kazakhstan oil industry to steward the company... Just like having a good local caddie in gold course will have better calculated chances in trophy chasing environment.

Stock

2019-04-01 21:26 | Report Abuse

@henry888. This is my general observation, maybe the barter trade could help FGV.

@ring, one word to describe could be adverse human factor in maintaining and planning. Pretty hard to overhaul I think and need times. Your example of having IOI to run it will yield higher is classic quote. Let see how the company perform next few quarter. Just don't repeat the history Of saving MAS in FGV.

Stock

2019-04-01 19:16 | Report Abuse

Delisting is not a good option. Instead, revenue optimization and cost rationalisation is a better alternative. Barter trade with China is one of the better way out with ECRL.

Stock

2019-03-12 12:47 | Report Abuse

Time to relook

Stock

2019-03-06 21:09 | Report Abuse

On ECRL, I think PM intention is to increase local contractor participation rate and ensure money outflow from our country is not excessive. If this can be met, I think quite safely the Project will be continue with smaller scale.

Our East Malaysia state already partner with CCCC for cooperating in some rail JV, chances are pretty good for ECRL revival.

Stock

2019-03-01 20:23 | Report Abuse

My observation is these foreign funds might be acting on behalf of local fund or individual.

Stock
Stock

2019-02-19 18:28 | Report Abuse

Tomorrow?

Stock

2019-02-08 13:52 | Report Abuse

Don't chase when it spike

Stock

2019-01-30 20:14 | Report Abuse

Tomorrow ?

Stock

2019-01-19 13:35 | Report Abuse

Perhaps Mr D is to show firepower?

Stock

2019-01-17 21:30 | Report Abuse

Could this be the much needed market leader? Let see

Stock

2019-01-16 19:23 | Report Abuse

My general observation is some foreign fund has returned. Watch out for good topline and bottomline companies.

Stock

2018-12-14 21:20 | Report Abuse

My observation is MS might be holding for a political party or nominee. Guess there is not much excitement on P&L or new catalyst, that why the share price is stagnant

Stock

2018-12-07 18:45 | Report Abuse

Nothing is brewing...they just need to focus on operational efficiency and deepen the new source of income... Doubt there is any M&A.

Stock

2018-12-06 19:53 | Report Abuse

I suspect another friendly party Tan is collecting

Stock

2018-10-27 11:50 | Report Abuse

Construction sector should receive a boost after Friday news on MRT2. External front bearish sentiment seemed stabilizing soon..

If one agreed Bursa is a closed market, there should be a stale bull next week

Stock

2018-10-05 18:24 | Report Abuse

Fajar is not a political counter...sure?

Stock

2018-09-26 23:44 | Report Abuse

Might pull back before going up. Patience

Stock

2018-09-26 18:40 | Report Abuse

Sailing to 120

Stock

2018-09-21 22:11 | Report Abuse

If Hibiscus can reach 107, dnex should be 40 and above. Let us see next week.

Stock

2018-09-04 20:15 | Report Abuse

Somersby, Murphy law might apply. If N2N has SBI, Layhong has NH. Are these Japanese group a great JV partner or they are small timer?

My observation tell me the recent fall could be due to misinterpretation of major shareholder buy high sell low theory in the stock warrant.

It is quite hard to understand a 800mil annual revenue company are priced at this level...a tightly hold company, just look at the top 30 shareholder how much they are holding...

Stock

2018-08-30 21:37 | Report Abuse

Catchy losses.. Another armada? Short term avoid

Stock

2018-08-30 18:20 | Report Abuse

It will be too naive of the major shareholder to allow the slide of his or her company shares...

Maybe it is a classic case of strengthening grip by major shareholder, by selling high and doubling up when it is low... Maybe a good Samaritan or insider will shed some light...

I am just observing somersby comments and could emphatize on minority situation. Maybe Salvatore Dali could analyze a bit in his blog. Listen to good analysis might see a better day, I hope. Or watching the yanxi palace sitcom better idea..

Stock

2018-08-30 17:22 | Report Abuse

EPS = 2.5cent, my prediction

Stock

2018-08-29 18:46 | Report Abuse

With Parkson making losses, I doubt Lionind profit will look good. The other steel company also not reporting fantastic profit.

On the local front, mega infra project is neither cancel or postponed...it create uncertainty which will lead to lesser sales in coming quarters. It is best to wait and see unless there is surprise catalyst.

Stock
Stock
Stock

2018-06-04 20:55 | Report Abuse

A dream today could be reality of tomorrow... Your theory seemed is like the repeat of twenty years back....it is the same old story which I like

Stock

2018-04-26 21:31 | Report Abuse

Aluminium futures spiking up

Stock

2018-04-25 21:13 | Report Abuse

Rusal sanction whether lifted later is not material. The aluminium supply chain is affected now, people is skeptical to deal with Rusal on what if scenario.

Short term the aluminium price looks bright unless there is negative headlines. Two cents opinion

Stock

2018-04-23 22:22 | Report Abuse

US soften sanction on Rusal

Stock

2018-04-03 13:49 | Report Abuse

Sales of Jupiter Securities is about to complete?

News & Blogs

2018-04-03 12:23 | Report Abuse

Maybe from Plane listing, only Fajar would prequalify for shortlisting

News & Blogs

2018-03-31 12:02 | Report Abuse

Seikhlas jiwa saya menanti
Selagi kami sejiwa hati

Just popping by aftr reading a good poems..

Stock

2018-03-30 17:29 | Report Abuse

I think the hype is on AI and block chain, not so much on Ali Health.

Stock

2018-03-28 19:39 | Report Abuse

Company buy back but share price is pressed down...maybe someone is collecting big without the owner permission or major shareholder is releasing liquidity into the market?

News & Blogs

2018-03-28 19:33 | Report Abuse

I think the country regulator need to monitor and action on those companies that will shock the financial system, like China is doing now (maybe there already doing that) The borrowing is quite huge 15bil, maybe bigger than certain states coffer. What do u think?

Stock

2018-03-28 18:36 | Report Abuse

I think the downtrend is influence by the metallurgical cokes price in China, it had come down from high of RMB 2300 to1800.

The profit for this quarter might be decent but forward looking next few quarter had to be monitored.

Market sentiment could not help to be better. Good luck.

News & Blogs

2018-03-07 19:33 | Report Abuse

Growth means it must be external dependable (have biz overseas) as internal country growth are limited and selective....big ticket purchase means it must be a friendly party at the seller end or liquidity must be decent.

With his inclination to opposition, I would not be surprise he will put his chips in Supermax

Stock

2018-02-22 20:24 | Report Abuse

Based on the monthly production figures, the net profit should be pretty decent

Stock

2018-02-22 20:22 | Report Abuse

Understand that the Quarter will be out by next Monday. It is a turnaround stories compared last year. Good luck

News & Blogs

2018-02-18 14:48 | Report Abuse

The last paragraph suggest to reduce exposure in equities? I do believe so after last week. Run up.

News & Blogs

2018-02-10 21:14 | Report Abuse

My take is stagnant with upside bias