how many cb u had jay.

wait bonus issue lah .

typo?

fella tried to school others.

LOL @


Prudent2 Pang72..
The rise in crude oil prices is not beneficial to Refiner like HRC. On the other hand, lower crude prices will have a positive effect on refining margins. HRC's last two years (2015/2016) profits clearly reflected such a trend.
To have a better insigh into such behavior, please read Energy Insights by McKinsey.
HRC will continue to chalk up impressive profits under current low crude prices scenario.
23/05/2017 22:19

oy buggers u all saw hengyuan results? :)

result 3 year low, u all gg lor

no need guess already lah. petron corp already say 130m. and the calculation already range from 130-178. still want to guess inventory gains ah? which is more reliable? abit unnecessary right

i think if ramon ang dare to expand, things are looking good for petronm. including the latest qtrly figures?

i like the big investment news. who care about dividends when u can get rerating to growth type PE!

guys, ive seen the calculations and boy are they complicated, and i think very vulnerable to errors. let me simplify this. Last qtr, Petdag earnings growth was very muted compared to Hengyuan. Petdag is a pure retailer and Hengyuan is a pure refiner. so it is very clear who the winner is in this cyclical recovery, i.e. YOU'd wanna be on the refinery side.

hence petronm which owns both refinery and retail, is what you should want right now.

Lastly, petroncorp philipines which is also a refiner and retailers, has posted record profits. which is the exact business profile of petronm, so record quarter, record shareprice. the price now is justified what. why everyone worry it touch or go below 7 again?

the numbers are way too complicated. and might make one make a mistake in trading

since the media release was using the word "consolidated figures", then it doesn't make sense to equity account the remainder 26.6% of petron they do not own. so reading in context, scenario 1 is not applicable.

today didnt manage add, tmr try again!

dare not touch before the MITI announcement. last time masteel spike a day before results, next day gap down 10%. gila one this jonker

today chart looks like want to give chance for us to add more position liao. i prepare my cash!

wah this jonker very geng leh.

wahlao...drop so much. i just bought back few days ago leh. sien lah this stock.

director sold 900k shares , how

u all got go pump petron anot ystd?

u all still have 1hour 15 min left to pump your petron full tank, to be counted in May's result! go now.

what is happening!?

full year dividend 20 sen, 5.3% yield

www.theedgemarkets.com/en/article/buzz-petron-malaysia-seeks-oil-products-june-2017-may-2018

from now on everyone call their family and friends pump petron w do ady. then there w be no worries. the power of the people

so many sellers at 67 man.

genting plantation announced solid results. should bode very well for kmloong

but if the company pay rm 1.12 in dividends per year. go to rm 10.50 also i wont sell

last time when shareprice touch rm 7. the EPS was 27. today's EPS is 41 or >50% i.e. RM 10.50 easily

holy mother of results, that bombshell of a result just blew petdag away. moveover petdag

historical 3 year high results was 1.99m profit. it ran to 75 sen. today announced 1.85 profit, so i think cannot justify breaking the historical high of 75 liao lor. furthermore, they didnt give another dividend to push up share price. its closing in on 4% yield already.

government approves the pricing for petrol, and they get their funding through petronas, who in turn has more than 70 percent stake in petdag. the crack spread will normalize with the ringgit effects very soon, or else BN will have no money to run government or do other stuff. so the worry about crack spreads being affected by forex will be taken cared of very quickly if it exists.

well then you might be saying the profit is not as high as market hoped so the share price has no further momentum. but i think if petronm can surprise with the dividend, it will support or elevate the share price. otherwise, the FCF alone is 96sen if not mistaken which is only slightly less than 5x at current level. thats insanely cheap. (9m fcf was 71 sen.)

masteel hoarding the inventories for after protection safeguard measures are in effect, which took place in the last week of september. so the full margin improvements, and local demand will only start in the oct-dec qtr.

http://www.cnbc.com/2016/11/28/reuters-america-commodities-red-hot-steel-rally-swells-on-china-bets-powers-zinc-to-9-year-high.html

gg lor result so bad

http://www.theedgemarkets.com/my/article/malaysian-insurance-industry-not-mark-yet-says-bnm-governor

http://www.thestar.com.my/business/business-news/2016/10/18/insurance-to-be-offered-direct-says-bnm/

not only will masteel gain from price increase, the market share of local players will increase too given higher import tariffs, and weaker ringgit currently. so masteel will have price and volume growth. the new bukit raja plant is also operational just in time to reap the advantages

fcpo3 is firm. USD is strong (CBIP revenues are in USD), MBL has already rallied. so there is no reason for CBIP is lag behind.

erkongseng, can you share the link to steel bar price?

masteel P/NTA less than 0.5. whereas annjoo n cscstel already both at P/B 1x

WARNING: AUDITOR EXPRESSED QUALIFIED OPINION ON PENSONIC

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5214961

tecguan limit up on fantastic results today. tecguan sells palm oil...plantation really looking bright

u all ownself see the spike in timber price lah

http://www.nasdaq.com/markets/lumber.aspx

buy jtiasa better, no need to worry about USD strengthening.

annjoo and cscstel alrd reached their NTA levels respectively.

NTA rm 2.24. long way to go from here

not yet announce only. wait audited accounts in october lah

ML Global said the proposed acquisition would see its order book increase from RM80mil to approximately RM1.60bil.

Mlglobal is a totally different monster now. it needs to be rerated.

based on the latest qtr, construction segment assets was 96m. so selling at a price tag of 225 mil is a good deal. because it was sold at a premium of 130m or 21sen per share for LBS shareholders. if mlglobal shares go higher from here because of the new acquisition, the value unlocked is above 21sen per share.

Additionally on the construction division, it's annual earnings growth is flattish. So being able to sell at 17-19 PE is already unlocking tremendous value. 17-19 PEs are only reserved for growing companies valuation. Thus they basically sold a flat earnings company at a growth rate PE. Is good.

Dun forget there is a private placement waiting to happen after this, whatever the price then will be an entry cost for these new comers