Core investment stock in portfolio = Sapura Energy + Dayang

Sustain crude oil, upstream capex increasing, more contract incoming are another key rating for Dayang.

Year end quarter result is a weakest result due to monsoon season, and yet able to deliver such impressive eps 10sen result. Next few quarter should be even better result ahead. With orderbook more than 3 billion, It will sustain Dayang continue to deliver even better result at least next 3year visibility, prompted market Re-rating on Dayang, annualized eps 40sen should expect Dayang to gradually back to it earlier year glory share price more than RM 2.00-3.00

LIMIT UP next week

hahahahahahhaa

SUPER PROFIT, EPS more than 10sen

Add all at 79.5sen

Strong orderbook RM 3 billion and increase upstream activity will ensure continue profitability and its sustainable.

Dayang 60% subsidiary Perdana turnaround and share price response positively, dayang should following soon.

:DDD)

Add more at 79.5sen

bought dayang at 79sen

sold back at 38-38.5sen

Uptrend continue :D)

strong---->stronger---->strongest accumulating momentum

Capacity expansion, revenue growth, profit margin improved, net cash position ----> Q4 upcoming dividend and EPS growth

sen by sen absorbing volume ahead, establishing Uptrend line

Add more hohup at 35.5sen

bought hohup at 34.5-35sen

https://www.youtube.com/watch?v=8FtbJsLuGso&t=735s

bought Bpuri at 19.5sen

sold off all MNRB at 1.16-1.17

SUPER !!!!!

Strong momentum accumulation :D)

Brent crude oil strong recovery :D)

Uptrend :D)

:DDDDDDDDDD)

:DDDDDDDDD)

:DDDDDDDDDDDD)

全球油气商增产．沙布拉能源乐见油气业复苏
2019-02-11 12:04:30 

当前国际原油市场动荡不靖，整体行业仍充满变数，使投资者对油气业仍持谨慎态度，惟沙布拉能源（SAPNRG,5218,主板能源组）总裁兼首席执行员丹斯里沙里尔却是个“乐观派”，声称过去数年缩减生产及资本开销后，预料石油生产商将恢复资本开销增产，以应付市场对油气需求，看好未来数年油气业前景。

沙里尔表示，过去一年，沙布拉能源总共攫取总值约90亿令吉的新合约，突破市场预期，相信该公司并不是唯一取得更多油气合约的油气公司，在在显示全球油气生产商已投入更多资本开销增产应付市场需求。

放眼今年新合约增至150亿

沙里尔表示，公司攫获90亿的新工程之后，放眼2019年将新合约总值进一步增加至150亿令吉。根据资料显示，目前该公司已手握近200亿令吉的工程合约。

其实，国际油气业于2014年开始爆发油价大跌危机，整体行业在2016及2017年最严峻，2018年已经好转，不过以往原油价格每桶超过100美元的风光，短期内难以重演，而未来数年前景仍然可期。

沙里尔日前与报界午餐交流时作上述谈话。

他举例，沙布拉能源为应付难关，已采取多项措施，其中最关键是成功大幅度减债，以更轻盈脚步再次向前迈进。该公司决心减债所发出的承诺已经落实，特别是发行附加股及沽售旗下的上游业务的50%股权筹资，从而显者改善公司的基本面再向前出发。

负债率大减至0.67倍

该公司去年在主要减债行动中，发行附加股及脱售上游业务的50%股权筹资，所得资金主要供减少负债，使公司负债率，已从较早时的1.67倍，大幅度减少至0.67倍。

他认为，虽然基本面已显著改善，不过，由于市场对油气股的交投情绪欠佳，或是大市一致认为全球油气业前景波动不靖，对公司前景仍质疑。他也感到无奈，因为一家公司是难以应对整体大市情绪的冲击。

他看好全球油气业前景，因为过去数年全球油气生产商都减少资本开销及产油活动，预料未来数年的石油产量将减少，所以全球石油生产商料会增加资本开销及投产活动。

谈到市场对美国与中国之间的贸易战料打击全球贸易与经济，从而影响油气市场的需求，沙里尔表示，中美贸易战确实是全球市场的隐忧，惟他有信心美中贸易谈判未来数月会有正面发展。他认为，美中纠纷不太可能持久，毕竟对谁都没有好处，特别是最终也将会伤害到美国及中国的利益。

中国经济不会崩坏

市场甚至担心中美经济将崩跌，惟他对中国有信心，不认为经济将会崩坏，特别是他看到中国在过去20年的经济发展与成长，已具备坚实的能力，没那么容易崩坏。

随着该公司获得沙地阿美更多工程合约与更密切的合作，公司计划在今年加强沙地阿拉伯业务，将派遣80名工程师到沙地阿拉伯接触客户及发展当地业务。同时也将进一步加强公司管理层，应付未来挑战。

:D)

Add all sapura-WA at 9.5sen

Bought sapura-WA at 9.5sen

:D)

Construction progress for star residence, all have reach rooftop for all tower 1 (59 floor) tower 2(58 floor) and tower 3 (58 floor), now each tower under stage finishing for each floor.

Tower 3 unbilled sale undrer Ascott will be record in lump sum once sale recorded.

https://www.youtube.com/watch?v=bSRel7Skqrw

sold back all again at 89sen

bought back all at 87.5sen again

sold off all at 89sen

Bought final batch E&O at 85sen

Add more E&O at 86.5sen

Bought E&O at 86sen

1. As for Berjaya Land’s plan to sell Four Seasons Hotel and Hotel Residences Kyoto, Tan says the company is talking to several parties. The selling price will be high as it is a trophy asset.

“It will be good for us to focus on Malaysia. We also have to fund many other projects. So logically, we will sell [the Kyoto hotel assets]. We can’t keep so many assets. We have to sell to manage our debt equity ratio as well,” he says

<------ monetize asset by selling price range USD 750-800m, and to reap gain USD 350-400m, these translate into cash out from fixed assets into liquid assets for whopping RM 3-3.3 billion, a cash tag that is bigger than entire bjland + bjcorp whole capitalization


2. As for his plan of listing the group’s hotel business in Singapore, he says he is looking into it but it is not finalised yet as the company is still in talks with some minority partners.

“The hotels that we do not sell, mostly our Malaysian hotels, we plan to list in Singapore. We want to list here in Malaysia but we are not able to because of the chain-listing rules,” he says.

<------ Bjcorp need to take over remaining minority bjland stake and delist first from bursa before it can list into Singapore exchange for higher valuation. The taking over minority stake 16% bjland only need about RM 300m if based on cash offer 38sen.

http://www.theedgemarkets.com/article/berjaya-land-inks-second-agreement-four-seasons-hotels-and-resort

Add more at 39sen

bought symlife at 38.5sen

bought Tguan at 2.29-2.30

bought MNRB at 1.07

Add more bjland at 27.5sen

http://www.sapuraenergy.com/press_release/sapura-energy-omv-close-agreement-form-ep-strategic-partnership/

Long-Term Incentive Plan have total 30% issue share allocation, to be divided into share option (15%) and share grant (15%).

1. Share option is alike ESOS, eligible director and employee need to subscribe and subscribe fund go back to company.

2. Share grant (Restricted Share Plan (7.5%) and performance plan(7.5%) are both FREE, award free to eligible employee and director. These free share are issue at fully paid up at expense COST to company.

it is arbitrary gain for penta as now penta have cash to buy bjland open market, but bjcorp lack of fund, bjcorp need to wait for kyoto four season fund worth RM 1.53 billion cash to return back.