add malton at 49sen

add myeg at 1.19

sold back at 96.5sen

sold back at 98sen

sold back all uzma at 1.13

bought back naim at 96-96.5sen

bought back uzma at 1.04

bought back jaks at 94sen

add ekovest at 79sen

sold back again at 43.5sen

bought back all armanda again at 42sen

sold back all armanda at 43-44sen

Northern North Sea: Thistle/Deveron, the Dons, Heather/Broom and Magnus assets, onshore Sullom Voe Oil Terminal

vs

Kraken field locate in the East Shetland basin, which is located 125km away from Noss

DIFFERENT LOCATION!!!!

Thistle platform, about 125 miles (201km) north-east of Shetland

Kraken field locate in the East Shetland basin, which is located 125km away from Noss


https://www.enquest.com/operations/north-north-sea

kraeken oil field is different LOCATION from Northern North Sea operations which include Thistle/Deveron, the Dons, Heather/Broom and Magnus assets, as well as the onshore Sullom Voe Oil Terminal (‘SVT’)


Kraken field in the East Shetland basin, which is located 125km away from Noss

https://www.enquest.com/operations/north-north-sea


The one evacuated is Thistle platform, about 201km north-east of Shetland, in a precautionary move on Monday evening. The company said 115 personnel were transferred to a nearby platform by helicopter


https://www.bbc.com/news/uk-scotland-north-east-orkney-shetland-50134399

bought armanda at 40sen

bought Gbg-WB at 36.5sen

sold back FP group at 49sen

Awaiting to buyback later

sold back naim at 1.00.

Naim offer Quadruple engine growth

1. Oil and Gas: Dayang + perdana
2. Property development: 3 flagship property project in Miri, Kuching and Bintulu
3. Construction: Orderbook RM 2.0 billion
4. Property investment: Hotel and Mall in Bintulu Paragon, Kuching Paragon, Miri for recurring income

To breakout RM 1.00 soon

1. Naim (95.5sen)
No of share volume: 514m
Market Cap: 491m

2. Dayang (RM 1.93)
No of share volume: 965m
Market Cap: 1862m


Naim have 26.4% stake in Dayang = RM 491.6m = whole Naim value. These Naim 26.4% investment in dayang already is its entire market value give rise to Naim core assets are essentially FREE.

Among Naim FREE assets are 2600 acre of landbank situated in 3 flagship property project in Miri, Kuching and Bintulu + construction orderbook (RM 2 billion including pan Borneo highway),

Despite, possess so many assets and investment in Dayang 26.4% stake + 10% stake in Perdana, Naim balance sheet remain very healthy with cash holding RM 310m, and short+long term borrowing RM 510m.

Naim now is severely undervalue stock.

Fairfield by Marriott, the first hotel investment by Naim is on track to open by end of these year.

http://www.naim.com.my/press-releases/tyt-visits-bintulus-first-international-hotel/

https://www.youtube.com/watch?v=UlToVcoys0k

http://naimproperties.com.my/bintulu/bintulu-paragon/

Naim offer more than dayang can get. Naim is replicate mid-valley concept in Bintulu, one of the biggest oil and gas hub in the region.

Next month is Sarawak state budget, many infrastructure project including coastal highway, trunk road are awaiting to be awarded. Naim is key highway beneficial in the state.

There have been talks that the Ministry of Transport are reviewing the road tax system by replacing the conventional sticker with radio frequency identification (RFID). We opine that the RFID will not change the need for a road tax renewal as well as insurance.


Actually, the fact is that (RFID) tracking will be embedded into road tax stickers, this will allow real-time monitoring of traffic conditions and help police track down criminals. These system will also integrate the workings of the gateless gantry system for electronic toll payment

In short, the RFID-in-road-tax system with tracker is set to feature a ‘smart code’ tag embedded into the road tax sticker. The code can be tracked by the relevant authorities and satellites. It will be designed to shatter at any tampering attempt, and can transmit an alert to the JPJ and police should one try to remove it.

Therefore, instead, myeg will increase value chain to introduce higher tech tracker embedded road tax, which should command higher profit margin. Once market realize these FACT, myeg share price will rebound back strongly

Added more naim at 93sen

15% foreign worker cap in Malaysia’s workforce by 2020. We are not perturbed by it as the 15% target has always been the case and current foreign worker of 2m is still below the cap of 2.2m, allowing a 10% growth. Our earnings growth is mainly attributed to higher job matching services thanks to the unfreezing of foreign worker intake since Jul 19. Consequently, we are expecting its first sequential growth in 4QFY19 since GE14 and a 20% earnings growth in FY20.

The tender of e-visa contract has been delayed for months, we gather that the management still believes the current visa system must go as the incumbent’s concession is expiring in Oct 19 as well as various security lapses of the system. Management is guiding for tender to be open in Nov 19.

1. Naim (95.5sen)
No of share volume: 514m
Market Cap: 491m

2. Dayang (RM 1.93)
No of share volume: 965m
Market Cap: 1862m


Naim have 26.4% stake in Dayang = RM 491.6m = whole Naim value

The fact Naim is construction (orderbook RM 2 billion) and property (2600 acre lanndbank) stock. Naim have 26.4% investment in associate dayang already is its entire market value give rise to Naim core assets are essentially FREE.

Despite possess huge landbank with 3 flagship property project in Miri, Kuching and jewel crown mulitbillion Bintulu Parago + construction orderbook, Naim balance sheet remain very healthy with cash holding RM 310m, and short+longterm borrowing RM 510m.

Naim now is severely undervalue stock.

Uptrend continue, heading to break 50sen

bought myeg at 1.18-1.20

1. Naim (95.5sen)
No of share volume: 514m
Market Cap: 491m

2. Dayang (RM 1.93)
No of share volume: 965m
Market Cap: 1862m


Naim have 26.4% stake in Dayang = RM 491.6m = whole Naim value

Remark: Buy Naim for FREE NOW

bought naim at 95.5sen

sold back all at 1.02-1.03

bought back all Uzma at 1.07

sold back all uzma at 1.06

All in Uzma at 1.03-1.04

sold back at 27sen

sold back balance at 1.08-1.10

sold back at 1.40

sold back at 58.5sen

sold back at 1.02

sold back at 82.5-83.5sen

bought redtone at 56sen

bought uzma at 97.5sen

bought ekovest at 81sen

bought fpgroup at 43.5sen