Already did my study and shared my analysis in earlier comments. But would always like to hear others sharing their views. Anyway if u don't want to, its fine.

Haha, so passionate ar u "Orbit". Share your analysis for Petron, why u think it will jump? Thanks in advance :)

PE 6.45x, dirt cheap. Petron usual PE is 7 to 8. Will brent crude oil trade above $50 from July - December? We will see~

PE 8x only, dirt cheap :)

"As Oil Plumbs New Depths, Someone Sees $80 a Barrel by December"
.
As Brent crude oil closed on Wednesday at its lowest level since before OPEC and other nations agreed to cut output, someone bet half a million dollars on prices surging to $80 by year-end.

https://www.bloomberg.com/news/articles/2017-06-08/as-oil-plumbs-new-depths-someone-sees-80-a-barrel-by-december

http://www.thestar.com.my/business/business-news/2017/05/09/saudi-aramco-to-cut-june-oil-supplies-to-asia-by-7-mln-barrels---source/

If brent crude oil stays between $48-$52, Petron looks alright. Only worry is if oil price falls below $48.

Not easy to find a business like Ekovest:
1) 2 toll operations (3rd one is SPE under construction)
2) Construction with strong orderbook
3) Property Development

In its Duke Masterplan, it has 10 Duke highways. Ekovest secured 3, will continue to bid for more from the government.

Someone is having "fun" in Petron, putting 1 lot for next few entry price LOL

http://money.cnn.com/2016/02/17/investing/warren-buffett-energy-kinder-morgan/

Warren Buffett is in oil & gas last year, when oil price touches $28, and when OPEC / non-opec has no supply cuts. Just think about it. Now with oil cut extension, should be fine. Long-term wise, its really promising.

Crude oil will have to pass by pipelines and refinery plants to turn to petroleum products. And if u read AirAsia / MAS airlines news on increasing passenger volumes for the rest of the year, will commercial jet fuels increase? :)

https://www.ft.com/content/babd5544-4132-11e7-82b6-896b95f30f58

Opec / non-opec cut extension for 9 months, most likely to keep oil prices stable above $50, while some saying to hit $60. If oil price can stay above $50, rm100m quarterly profit is promising.

http://www.theedgemarkets.com/article/petrons-1q-surges-strong-domestic-sales

I add in more, at PE 6.86, dirt cheap for a company that has good profit growth.

Proposed share buy-back up to 10% of issued shares.

Hahaha, u guys really know how to have fun while trading / investing Petron.

George Kent historical PE is around 15. Trading at this price seems fair.

Current EPS: rm0.27
PE 14x: rm3.77
PE 15x: rm4.00

Assuming EPS of rm0.37 for FY18 (rm35mil every quarter), its forward PE is just 9.35, taking PE 14xx, should be trading above rm5/share.

Let us see what happens in 1QFY18 report in June 2017.

Never disappoint!

The whole company is selling for rm1.57 billion (market cap), and its net profit before tax is rm323 mil, that's 20% return on market cap, with PE of 6.6 only (profit after tax). Reminds me of PetroChina, when Buffett bought the company's shares :)

If u buy in Jan 2016 and hold till now, u will make around 30% excluding dividends. If Tguan can mean what they say about making double-digit increase in sales volume and profits (with 4 new machineries / production lines), making min 15% this year is achievable (capital gains + dividends). If a bonus issue is announced, the figure may be higher.

Profit Before Tax Margins:
FY2015
Q1: 2.34%
Q2: 4.92%
Q3: 6.99%
Q4: 9.26%

FY2016:
Q1: 8.75%
Q2: 8.76% (after deducting rm2mil machine disposal)
Q3: 9.32%
Q4: 9.40%

Thong Guan mean what they say when they talk about improving its margins. Now with 4 additional machineries / production lines, its sales should increase further by double-digit as stated in its quarterly report.

With improve margins in FY2017, coupled with increase sales, its profits should increase further. Of course, to buy / hold / sell is up to individual's preference. Just some sharing here :)

Wow~ buying momentum comes at rm4.50-4.51~ someone buying it, probably read the prospect section of the report! :)

Yes~ very seldom u see company so confident about its future growth prospect by increasing capacity with 7th and 8th PVC lines, nano-tech line in Q2, and additional blown film line within the year. :)

Let's hope for rm17mil profits after tax :)

Company proves that it could deliver consistent earnings from Q1 rm40mil.

Brent Oil per barrel:
Oct 2016: $50
Nov 2016: $46
Dec 2016: $54 = rm112 mil

Jan 2017: $55
Feb 2017: $55
Mar 2017: ??? = rm??? mil

Not to forget we pay a higher price for RON95 this month. If oil price stays stable above $50 in March, most likely we will see good profits in Petron's Q1FY17 report in May.

Any profits above rm60 mil (Q1FY17), will bring its PE to 5.94 at current share price $6.18. Reasonable PE to trade at PE 7. Possible profit of 15%.

Of course it may announced reduced profits too.

Let's wait for our dividends on 28 Dec :)

Thank u "Ong4965".

Use : USD

Highest-ever quarterly profit, and it's only Q3 2016. Can't wait for Q4 result in February 2017. With this use rates plus increase in sales volume, Thong Guan can break new-high profits again!

Ya, nature of its business. Also, I noticed a big spike in its "inventories" and "debtors / receivables". Possible significant jump in its earnings in its next Q4 result, assuming it is able to continue keeping its operational cost low at current quarter, and a lower allowance for bad debts.

DKSH has a "Allowance for impairment of trade receivables" at rm 9.72 mil. That significantly pull down its profits, if not it will be a lot higher at rm15mil.

Probably due to conversion of its ICULS of 52mil shares, which might bring its shares outstanding to around 158mil shares. At current prices, its PE is around 11, which is much lower than SLP and BP Plastic. So its still cheap :)

Everyone has their own opinion which is perfectly fine. Let's have a healthy discussion here, and not calling names. Friday leh, relax guys.

It is trading close to its NTA, no premium even with EPS 51.64 cents, seems like a gem if u are holding for the next 3 years.

MEGA DISCOUNT!

Don't open account under nominee, open stock account directly from investment bank (maybank, cimb, public bank etc).

Mega sales, "be greedy when others are fearful"; "people know the price of everything but the value of nothing" :)

Strong order book (construction and manufacturing divisions) low PE, increasing EPS (quarterly) and upcoming Budget 2017 are among the growth catalyst for this stock.

If DKSH make rm20mil in coming quarter result, its a real gem!

Accumulating... :)

Accumulating... :)

Wohoo~ usd/myr at rm4.08. US home sales jump too. Lii Hen to deliver in Q3? We'll see :)

Thong Guan Future Growth!

http://www.theedgemarkets.com/my/article/thong-guan-talks-form-foreign-jvs-future-growth

Strengthening of the usd will benefit TGuan, as its sales is denominated in usd. More foreign exchange gains too. :)

Thanks for sharing. Let's hope Q3 at rm20mil too :)

https://www.facebook.com/georgeleongdiary/posts/670242619817895:0

Q2 Net Profit at rm14.529. Great earnings. Surprise 6cents dividend too :)

rm17mil net profit. Econpile looks set to make min rm17mil & above for coming quarters.

Eager to see what's Malaysia Q3 & Q4 GDP growth rate. Q1 at 4.2%, while Q2 at 4% (interest rate cuts), if the next few quarters GDP growth is declining below 4%, next rate cut may be announce to stimulate growth.