Targeted

Targeted | Joined since 2019-10-25

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Stock

2021-11-29 01:14 | Report Abuse

Foxconn in discussions with Dnex on Silterra expansion..........

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2021-11-28 22:10 | Report Abuse

Delicious Monday.......

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2021-11-26 12:58 | Report Abuse

And beyond.....

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2021-11-26 12:58 | Report Abuse

Rocket to the moon........

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2021-11-25 11:13 | Report Abuse

Dont miss this boat.........last call for cheap tickets

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2021-11-24 22:24 | Report Abuse

Ride up might get frantic.....

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2021-11-24 17:00 | Report Abuse

At least a 5B company........extraordinary potential...

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2021-11-16 09:00 | Report Abuse

If close up again today........ hehehe..... You know la!

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2021-11-15 19:38 | Report Abuse

Enjoy the ride.....

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2021-11-06 10:13 | Report Abuse

Will they will first sapu the PP...... ?

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2021-11-06 09:56 | Report Abuse

Foxconn long term deal with Silterra is immenant .......

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2021-11-03 14:08 | Report Abuse

Next annoucement will be interesting...

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2021-11-03 10:14 | Report Abuse

Last call......

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2021-11-03 10:12 | Report Abuse

Loaded up or not? ......dont miss the boat...

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2021-11-03 01:20 | Report Abuse

Long awaited lift-of.......

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2021-11-02 22:25 | Report Abuse

Foundry, Foxconn, EV.....truly an enticing prospect....... oil as well.....

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2021-11-02 22:08 | Report Abuse

Look at CG volume and the extraordinary premium...... wonder what else coming.......

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2021-11-02 10:28 | Report Abuse

Anticipating a surge in volume.....

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2021-11-01 15:51 | Report Abuse

Quite ressilient this one....

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2021-11-01 13:25 | Report Abuse

Wonder which stocks will rebound the strongest.......

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2021-11-01 10:39 | Report Abuse

Dont look at share price....... Ultimately Its the growth value of company that counts....

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2021-11-01 10:37 | Report Abuse

Market cap still not too high.....

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2021-10-29 11:20 | Report Abuse

Big collection at 3.88.....

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2021-10-28 09:42 | Report Abuse

Margin calls may trigger further selling...... Hmmm

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2021-10-28 09:42 | Report Abuse

Trend reversal.....

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2021-10-27 18:12 | Report Abuse

Hahahha.... talk about 'fight till die' when in forum....... Hehehehehe......

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2021-10-27 14:24 | Report Abuse

OTB is right...... its pure panic.... I bought in today..... Lets see how it goes...

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2021-10-27 12:40 | Report Abuse

Nice discount sales....

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2021-10-27 12:20 | Report Abuse

China control measures are a band-aid.......

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2021-10-27 11:04 | Report Abuse

Next push up should cross 4 convincingly!

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2021-10-27 10:45 | Report Abuse

Epf is a thorn in Inari's......

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2021-10-26 12:06 | Report Abuse

Volume low......... might be able to get some cheap tickets today.....

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2021-10-26 08:57 | Report Abuse

La Nina would apply upward pressure to energy price including coal, the energy source for most feSi and mnSi players.......... Hydro sourced players will be laughing to the bank....

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2021-10-26 07:37 | Report Abuse

There will always be noisy empty vessels....

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2021-10-24 23:03 | Report Abuse

Hard to get cheaper already........... Dont miss the boat....

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2021-10-20 13:57 | Report Abuse

Coiling up.......

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2021-10-19 11:58 | Report Abuse

Anson is a true visionary..........proven again and again....... Heheheh......

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2021-10-18 15:41 | Report Abuse

Multiple catalysts............ My favorite......especially the yummy metal related segment ....

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2021-10-18 15:28 | Report Abuse

Price action is more honest...... Heheehhe...

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2021-10-18 08:38 | Report Abuse

Ready to R&R....

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2021-10-18 08:34 | Report Abuse

RnR time.......

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2021-10-15 12:25 | Report Abuse

Gona be a nice run....

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2021-10-14 14:26 | Report Abuse

.
UOBKH
*OM Holdings (OMH MK/Maintain BUY/RM3.72/TP: RM4.21)*
_Favourable Supply-Demand Dynamics To Support Ferroalloy Prices_

• *Unprecedented global supply crunch…* The ongoing power crisis globally has put further pressure to the current supply constraints for ferroalloys. Record high electricity and coal prices in Europe has led some producers to cut production. Producers in India are also pressured by the country’s power cuts.

• *…continues to push ferroalloy prices.* As of 29 Sep, ferrosilicon alloy (FeSi) and manganese (Mn) alloy prices had surged to an all-time high of over US$4,150/mt (+104% mom) and US$1,800/mt (+10% mom). We expect prices to remain firm in the long run, albeit not at the current high, as we believe the global power crisis may not be alleviated anytime soon and the structural supply issue may persist.

• *Power liberalisation will further support prices.* Recently, China announced it will allow coal-fired power plants to charge based on market rates for electricity. Electricity prices will be allowed to rise by up to 20% from base levels. With this new policy, we can expect power prices to increase and this will translate into higher ferroalloy prices.

• *Expect strong earnings ahead.* With the easing of the lockdown, OMH is now operating at 100% workforce capacity with 12 furnaces running. As such, we can expect stronger earnings moving forward as OMH ramps up its production on the back of robust ferroalloy prices.

• *Raise 2022-23 net profit forecasts.* by 12%, and 13% respectively as we increase our ASP assumptions of FeSi alloy to US$1,900 and US$1,700 per mt for 2022-23. Every US$100/mt increase to our FeSi and Mn alloy price assumptions will boost earnings by about 25% per year.

• *Maintain BUY with a higher target price of RM4.21.* implying 9x 2022F PE (5-year PE mean: 15x). If FeSi price remains at its current high of about US$3,500/mt in 2022, this could result in 37% upside to our target price of RM4.21 to RM5.79 (6x 2022F PE).

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2021-10-13 14:43 | Report Abuse

Anson, dont miss it.......hehehe

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2021-10-13 14:42 | Report Abuse

Ready to fly......

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2021-10-13 14:34 | Report Abuse

Green closing wouldnt suprise me at all....

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2021-10-13 12:56 | Report Abuse

Nice..... managed to get some cheap tickets today