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2021-10-28 11:45 | Report Abuse
I wonder for the past 2 yrs the with the under maintenance and investment, will it be similar to the Palm oil scenario. Those days when CPO price was low, palm oil company defers replanting and reduced the use of fertilizer. This is to control the operating cost as well as capital expenditure to manage the cash flow. That has caused a reduction in the yield and caused it CPO to skyrocket to 5300/ton. Will O&G share the same fate?
2021-10-28 08:55 | Report Abuse
i park at 0.38...come come sell to me.
2021-10-25 09:13 | Report Abuse
Aikk, betui juga. Macam takde dividend leh. Earn money, all keep to pay management salary and overhead. From eastern steel point of view, no salah ah. Save for rainy days ma. Now earn kau kau so when steel cycle downturn, ada cash to slowly burn the furnace.
2021-10-21 07:44 | Report Abuse
Great sharing from apple168.
The take away from the news is if UK case go high, the PM says want to enforce the mask and cerfication program.....macam mySejahtera la. Life goes on as usual......
2021-10-20 14:38 | Report Abuse
Do you think winter care that high inflation will destroy US economy and be less cold? Or the other countries don't open borders 1st and let the oil price ease 1st? The answer is CLEAR NO loh. Like in the game of thrones, Winter is Coming. US also has also raised highest travel alert to Singapore but apa macam leh? Life goes on la.
The only ppl care now are the Greenpeace guys that asking EU to curb greenhouse gas by limiting investment in fossil fuel. There will be a submit by end of this month to discuss global warming and apparently they claim big countries are not doing enough to cut down on fossil fuel production. Unfortunately, Malaysia's name is not on the list as our O&G company not big enough. LOL.....
2021-10-20 13:26 | Report Abuse
Boss a'dy says no CPRS for repsol unless there is new opportunity. Then it makes sense loh. Like u bought a 2nd hse. The rental can cover a'dy. Of course you wun need to tk more loan ma. But if suddenly got a fire sell. $1 million hse selling at $500K, u sure will need to take more loan to buy it. The CRPS is the same concept. The extension is just for them to standby bullet in case if hv good deal knocks on their door.
2021-10-20 11:17 | Report Abuse
ada syndicate o not, i tak tau. I tau i ada kit kat. Take a break dulu. Nanti pecut lagi
2021-10-20 11:02 | Report Abuse
must retrace abit oni go up ma. Now oni 3rd wave. 4th and 5th belum mali and once come.... veli keng and chi kek.....but of course can drown also la.......so jaga jaga ok.....hehe
2021-10-20 08:23 | Report Abuse
chart wise, banyak nice oh......more to come?
2021-10-20 08:19 | Report Abuse
wah lau, the "Investor Materials October 2021 for Repsol acquisition" is 314 pages. Any expert here to dissect the report. I see surface macam good la but only I only glance thru. Need time to go thru. Any tok guru, tok iman, tok batin that can summarise the negative point for apple168 to post up here?
2021-10-20 07:42 | Report Abuse
It is indeed sad news covid is on the rise again in the UK. That is why it is more important to keep the room heated in winter and therefore more gas/electricity is needed. Also, despite the rise in cases, the mortality doesn't spike up like previously. Last time, death is in 4 to 5 digits but now is only 100+. Season flu cases have higher mortality than this.
Below is the quote from Singapore PM and more countries will follow suit. More international flights will resume. Many countries are in the mode of FOMO now. The later you open up, the more you lose especially in the tourism sector. Just like Singapore's border don't open to Malaysia but Thailand's border is open for us. I will go to Thailand for holiday and I won't be going on any more holidays so soon after the Thailand trip.
"Singapore cannot stay locked down and closed off indefinitely," Prime Minister Lee Hsien Loong said October 9, when he announced a raft of measures under the "Living with Covid-19" strategy."
"Almost every country has accepted this reality."
https://www.ndtv.com/world-news/coronavirus-singapore-reopens-for-fully-vaccinated-travellers-from-these-8-countries-2579119
2021-10-18 16:01 | Report Abuse
apple168...mau create panic also bagi better reason la.....
if ada windfall tax, not hibiscus need to worry. Petronas is the 1 need to worry le. Hibiscus profit oni kucing.....
2021-10-18 14:19 | Report Abuse
hmmm....broken ema 20, macd death cross......
2021-10-18 12:03 | Report Abuse
The money is to buy land and build factory la. Till now still no new factory and manufacturing. That why cash rich. If not mistaken, they need to spend within 36 months which due next year. Not sure which month la...but i think soon la. Unless the request bursa for extension.
2021-10-18 11:59 | Report Abuse
Wow....ride the trend bro. No need for u to do anything. Let's the opec kong do all the hard work. All u nd to do is sit still. Dun backside itchy and hop here and there. Just diam diam duduk. Later hop of the train and train depart a'dy.
2021-10-18 09:03 | Report Abuse
The pass thru cost will not be immediate. Normally 1Q delays. Like u do business ma. U dun buy 1 or 2 days consumables ma. Normally u will buy up to 3 months stocks. So any price increase will be reflected on next 2 to 3 months....i think la....
As how to calculate raw material increase, itu i pun mau tau. It is the $1 billion question..
2021-10-18 08:56 | Report Abuse
if tomolo no holiday, i think Rm1 not a problem. Unfortunately, tomolo bursa off.
So u all pray pray that oil stay at 85 and it is good enuf d. No need up or down. Up also hibiscus not able to capitalise. Better wait for Wednesday in that case.
2021-10-18 07:48 | Report Abuse
Opex kong says wun raise production until April 2022 apart from the committed 400k barrel per day that was agreed in June? With winter coming, border opening, airlines flying.....ini macam inflation going to sky rocket leh. Luckily i hedge it using hibiscus....hehe.....no need monitor till December.
2021-10-15 13:50 | Report Abuse
kejutkan ku jika ia menembus Rm1 ya.....
2021-10-15 11:28 | Report Abuse
wah....rm 3 ah? if rm 3, my holding will worth more than half millions....lol.....
I support u push up to rm3.....RM2.50 also enuf a'dy
2021-10-15 11:18 | Report Abuse
i thought it has reach 0.98....lol.....c c ....only hovering around 91c....target so low oni meh? I thought kurang kurang also 1.20 ma....lol
2021-10-15 07:34 | Report Abuse
Construction move o not, not sure. But i know toll collection will start going up like crazy because the car is moving again.
2021-10-14 10:43 | Report Abuse
You can look back into Tguan history. High oil prices will show an increase in revenue but profit margin will be a squeeze. Maybe somewhere 5 to 8% only but when oil price low, their revenue drop but their profit margin can go as high as 15%. The question is do you want to see high revenue or high-profit margin?
2021-10-14 10:18 | Report Abuse
u sure selling is higher ah? then if drop back 30c, let me know ya. I come join the party again.
2021-10-14 09:41 | Report Abuse
Thanks Jeff for clearing things up....
Then it is a different story d.....lol
2021-10-14 09:36 | Report Abuse
My 30c parking expires a'dy. Maybe no more luck to hunt for food here.
I wish other scopie that still holding huat all the way la. Hopefully, sky is the limit and shoots up to rm1.
2021-10-14 07:55 | Report Abuse
I have seen many HIbiscus petroleum presentation and listen to Dr Kenneth Pereira talks. He and his team are indeed respectable management. This is the latest presentation and it sums it all.
https://www.youtube.com/watch?v=vYFAozWG9XA
2021-10-13 11:46 | Report Abuse
if not mistaken, he sold it in the open market....anyway, lets see how it goes by month end.
See got any explosive news o not
2021-10-13 10:58 | Report Abuse
Steel price sky rocketed....ada windfall tax ah??
https://www.malaymail.com/news/malaysia/2021/10/12/dewan-rakyat-passes-amendments-to-windfall-profit-levy-act/2012826
2021-10-13 09:16 | Report Abuse
Bjcorp lagi undervalue.....conglomerate. Apa pun ada......
U keep on shouting buy at 45c....but where it is heading now?
2021-10-13 08:16 | Report Abuse
hmmm....nasal spray? I think ppl will op for a cure more than prevention. Will i spray my nose every alternate hour or twice a day? Even spraying sanitiser on the hand also I feel troublesome. it is compulsory and provided free but many will not want to do it.
2021-10-13 07:48 | Report Abuse
Director hold only 2% but director is closer to the company compare to the 70% retails investor. Some more sold all? Hmm, very fishy. Need to monitor further.
2021-10-11 12:31 | Report Abuse
up 10% a'dy. Uncle win, dunno which bilis lose.
2021-10-11 09:39 | Report Abuse
Heng ah....really ang ang ah....bunga sudah mekar....RM 1 in the making....lol
2021-10-07 15:41 | Report Abuse
Tak ulangi, macam mana nak bagi naik dan gaut balik berpuluh juta yg hilang? Belum lagi kira kerugian sahabat-sahabat yg ikut bersama. Rasa serba bersalah. Sebab tu, baik bilis mati dari sahabat maki....paham??
2021-10-06 08:03 | Report Abuse
China real estate bubble bursting soon? Evergrande default bond payment. Then fantasia. It more to come? If yes, then steel price ho say a'dy.
2021-10-06 07:54 | Report Abuse
Thorman, by the time it is confirmed the chicken successfully hatch, do you think it will be at this price? Ah pig, ah dog, ah cow all also jump in buy la. U 1st day buying stk ah?
2021-10-05 14:37 | Report Abuse
Hmm...think seem so similar to masteel euphoria those days. Those who been here long enough will know what i talking la.....hehe. Take care ohh....
2021-10-04 13:22 | Report Abuse
IRR for repsol acquisition is about 3 yrs based on the USD 60 for FY21 and if not mistaken $55+ for FY22. With oil price at >$75, I think IRR is 1.5 years? Meaning, worst case scenario, by end of next year, they can pay off all.
It's just likes buying into a 99 yrs old leasehold hse which left only 15 yrs on it. Due to rental so good, within a year or 2, pay off ady and you get to reap the next 13 yrs rental. Ini macam punya acquisition also i want.
2021-09-29 04:54 | Report Abuse
Boomens90, u must know last time got big tok guru pushing this stk. Tok guru team come out with a calculation of how many barrels and what the cost of the barrel and extrapolate to find the future earning.....at that time, he says only.....all his platinum, diamond, gold all rush in to buy. Now??....aiya, u should the story ma.....
2021-09-29 04:50 | Report Abuse
Walau....the stk went up so high ah? I also no follow until saw why suddenly additional cash in my account. My Q mathed a'dy i also dunno....lol.....
Now i no longer a scopie le......i wait 30c again to join the group.....come to daddy.....hehe
2021-09-24 11:21 | Report Abuse
wahh...heng ah.....
355 oni. 0.36 also dun wan gimme.....is ok...i wait for u....lol....
2021-09-23 12:23 | Report Abuse
Then pls let it drop to RM2 loh.....dun try so hard.....
Take a rest 1st and drop till RM2. I go there support u....lol....then only try again.....
2021-09-23 12:22 | Report Abuse
i park rm2.50......mari mari......
Last time got tok guru says can go up to RM40.....now 2.60+ nobody want buy? laugh die me.....
2021-09-23 12:19 | Report Abuse
if capital gain tax is approved, Dun say RM7. Rm5 also possible
.
2021-09-23 12:16 | Report Abuse
still parking my balance 50% at 36c....lai lai lai.....lelong lelong....who want buy?
Blog: No reason to dump Hiap Teck - Koon Yew Yin
2021-10-29 08:56 | Report Abuse
if I can short sell this stk ah, i kasi sell all the way. Kasi pecah itu balang....hehe.....sure make money.