newbiehere

newbiehere | Joined since 2014-12-30

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

197

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
197
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2015-02-24 16:21 | Report Abuse

result must be bad. thats why insiders have been selling since last one and two weeks.

Stock

2015-02-24 08:51 | Report Abuse

my prediction since last week is correct. but people like stonenut wont listen.

Stock

2015-02-24 08:50 | Report Abuse

even i bought at 1.22 but i never sell yet. im confident it will shoot 1.3 today. :)

Stock

2015-02-23 20:28 | Report Abuse

Can enter tomorrow?

Stock

2015-02-23 16:56 | Report Abuse

Where do u get the 1.08 figure?

Stock

2015-02-23 15:58 | Report Abuse

Why so quiet? Many sold already? Haha

News & Blogs

2015-02-23 13:10 | Report Abuse

Lenin is a good guy. He help free the Russians from the oppressive Tsar. its just his economic planning went wrong.

Stock

2015-02-22 20:10 | Report Abuse

auntie uncle jangan beli nexgram. later trapped. already surge 1.5sen impossible increase anymore.

Stock

2015-02-18 19:19 | Report Abuse

U see monday will drop like Asiabio. Those who talk kok now will create new account to comment here.. Just see.. Hehehe..

1) Perisai is weak FA company
2) Bad result expected on wednesday
3) CIMB sell call affect sentiment
4) Crude oil price still not stable
5) Greece uncertainty

Stock

2015-02-18 12:28 | Report Abuse

even though im newbie i deposit 100k. its my 100k of coz i need to becareful. im an investor not a gambler !

Stock

2015-02-18 12:22 | Report Abuse

wow got people dare to wait until monday? its a long holiday. you sure world crude oil price will maintain this level until monday?

Stock

2015-02-17 22:09 | Report Abuse

conclusion : result is within expectation. teacher give A star for you.

Stock

2015-02-17 18:06 | Report Abuse

so syiok you. i still at office. what to do? scratch butt only while waiting for result. feels nice also. hihih

Stock

2015-02-17 17:47 | Report Abuse

when will the report come out ??

Stock

2015-02-17 17:18 | Report Abuse

if result didnt come out then we kena game by CIMB already. haha

Stock

2015-02-17 15:48 | Report Abuse

we dont have to always agree with CIMB but we have to consider investors sentiment. once report like this come out, for sure big funds will shy away from this counter.

Stock

2015-02-17 14:53 | Report Abuse

Sell the rally

We maintain our forecasts and target price but downgrade our call for Perisai
from Add to Reduce on the back of a strong share price outperformance YTD.
Furthermore, we do not anticipate any exciting catalysts, at least until
mid-year, as management scouts for contracts for three assets – Rubicone, E3
and PP102. We continue to value the stock at 10.5x CY16 P/E, still at a 30%
discount to the oil & gas big caps. A potential de-rating catalyst is a prolonged
contract search for the three assets. We recommend a switch to our top oil &
gas small-cap pick Perdana


What Happened

Perisai’s share price has rebounded sharply as the stock rallies from being the
worst performer under our oil & gas coverage in 2014 (Figure 1) to the best
performer so far in 2015. The share price has surged by a blistering 52% and
outpaced the KLCI by 49% YTD (Figure 2) as oil price continues to recover. The
share price has exceeded our target price and yet there are no exciting catalysts
for the company, at least until mid-year, as management looks for potential
clients for three assets, namely mobile offshore production unit (MOPU)
Rubicone, pipelay barge Enterprise 3 (E3) and jack-up PP102. Rubicone and
E3 have been unemployed since 1 Oct 2013 after the completion of their
respective contracts. PP102 is slated for delivery in Apr/May this year.

What We Think

We understand that Rubicone has been earmarked for work at the PM9 gas
field in offshore Terengganu. The MOPU is suitable for the job because it has
gas facilities. Also, currently docked at MMHE’s Pasir Gudang yard, the MOPU
is ready for deployment. However, a decision on the operatorship of PM9 has
been delayed for more than a year and we understand that the earliest a
decision will be made is in mid-2015. In the meantime, the upkeep of Rubicone
and E3 costs Perisai around RM3.1m per month (RM2m for Rubicone and
RM1.1m for E3). E3 is currently docked at Johor Port.
We removed Rubicone and E3 from our forecasts in Dec 2014. Our forecasts
include only these assets: jack-ups PP101 and PP102, FPSO vessel Perisai
Kamelia and various offshore support vessels under Intan. Adding back
Rubicone and E3 into our forecasts in 2H15 would boost our EPS by 81% for
FY15 and 84% for FY16.

What You Should Do
For exposure to oil & gas small caps, we advise investors to switch to Perdana.

Stock

2015-02-17 14:24 | Report Abuse

i dont think the price will reach 0.70 anymore in the nearest term. CIMB already downgrade TP to 0.63. i already cut loss this afternoon. time to find other opportunity at other counter.

Stock

2015-02-17 07:53 | Report Abuse

esl yesterday DJI is closedlah.

Stock

2015-02-17 07:52 | Report Abuse

the way u said it like it was going to war ! haha

Stock

2015-02-16 17:06 | Report Abuse

im newbie. but from theory book, hammer at bottom means tomorrow gonna huat. haha

Stock

2015-02-16 16:38 | Report Abuse

looks like hammer candlestick now...

HAHAHAH HIHIHI HOHOHOHH UHUHUHUH UUHUUKK

Stock

2015-02-16 16:13 | Report Abuse

QR report come out sure loss one lah.. no need to think.. what matters now is the crude oil price. can it stay at current level?

Stock

2015-02-16 15:58 | Report Abuse

you guys know what is oil price now?

Stock

2015-02-16 15:38 | Report Abuse

find yourself.

Stock

2015-02-16 15:28 | Report Abuse

if there is one counter worthy to gamble, it is ifca. even if lose we lose with honor and dignity. haha

Stock

2015-02-16 12:24 | Report Abuse

just hope there is no funny thing in the Q4 report.

Stock

2015-02-16 12:23 | Report Abuse

it is good. its clearing the RSI overbought condition.

Stock

2015-02-15 23:15 | Report Abuse

whats tp for tomorrow?

Stock

2015-02-10 16:48 | Report Abuse

abcb so what company is worthy to you? give example dont simply say.

Stock

2015-02-09 15:48 | Report Abuse

why cimb daybreak mention 17 ?

Stock

2015-02-09 15:42 | Report Abuse

result is 17 or 27 ?

Stock

2015-02-09 14:05 | Report Abuse

johnny usually if want to buy full version how much?

Stock

2015-02-09 01:01 | Report Abuse

anyone can predict where is the nearest support for correction?

Stock

2015-02-06 10:44 | Report Abuse

i think bit slow coz its friday. its always like this.

Stock

2015-02-05 16:32 | Report Abuse

HuatRex, CIMB daybreak says.

Stock

2015-02-05 16:08 | Report Abuse

A2, Q4 result will be out on 17th. still got time for you to think. haha !

Stock

2015-02-04 11:53 | Report Abuse

today rocket is very powerful..

Stock

2015-02-04 10:54 | Report Abuse

guys how much can we expect from the dividend?

Stock

2015-02-03 18:55 | Report Abuse

which O&G counter should i lookout to contra tomorrow?

Stock

2015-02-02 16:09 | Report Abuse

1.1 is not a dream. achievable this wednesday. the market is full of energy and hungry for CNY rally.

Stock

2015-02-01 01:48 | Report Abuse

so what happened?

Stock

2015-01-30 16:05 | Report Abuse

seems like no rally today. see you all next week. have a nice weekend. :)

Stock

2015-01-30 02:12 | Report Abuse

whats the price when u bought it?

Stock

2015-01-29 17:04 | Report Abuse

shida pun ada kat sini.. hmmm.. hehehe.. steady

Stock

2015-01-29 16:59 | Report Abuse

ohh..thanks all sifu.. regret i donno this counter earlier.. now only i become part of ifca family..

Stock

2015-01-29 16:44 | Report Abuse

newbie here. what it means average price below 70sen?

Stock

2015-01-29 15:14 | Report Abuse

i bought some more warrant. quite cheap now.