stocknanmy

stocknanmy | Joined since 2017-07-28

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Stock

2018-03-21 13:39 | Report Abuse

jangan risau.................petronm kaunter kita yg bercinta.

Kita akan kutip lebih secepat mungkin

Stock

2018-02-23 09:28 | Report Abuse

Jangan takut, tak ade ramai yg jual setakat ni. Lemah tu semua dah keluar dari situ.

Kita tetap buat kutipan seterusnya.

Stock

2018-02-14 09:33 | Report Abuse

Kawan kawan dari RHB cuti cuti CNY.

Tapi kita akan terus kutipan senyap senyapan

Stock

2018-02-12 09:41 | Report Abuse

Dah habis jual ke ?

Tak apa, jual la beramai ramai. Kita tetap buat kutipan di situ.

Stock

2018-02-06 15:35 | Report Abuse

Guys saye buat sama sama saje

Stock

2018-01-16 10:36 | Report Abuse

Kikiki, ape takut jual la beramai ramai.

Kutipan hari ni sungguh selesa dan kita tetap akan sapu lebih dari sekarang sampai Feb2018

Stock

2018-01-05 09:26 | Report Abuse

Tuan tuan dan puan puan sekalian, hari ini kita akan buat kutipan yg harga lebih tinggi.

Sabar la buat sementara

Stock

2018-01-04 13:57 | Report Abuse

Jangkaa kita ramai dah habis jual, bab sudah tak sabar

Tak apa, jual la beramai ramai. Kita tetap buat kutipan untuk keuntungan yang luar biasa. Bukan kacang putih yang ramai ingat ni.

Stock

2017-12-29 09:53 | Report Abuse

Kita tetap sedia ada disitu, pungutan ada di jalankan lagi.

Boleh naik ke ? Harga dah tinggi ??

Jangan risau, boleh pecut lagi.

Stock

2017-12-27 10:03 | Report Abuse

Ada sesiapa yg menyesal tak hari ni ? Yg dah jual tu, macam mana rasanya ?

Ada ruang lagi utk keuntungan.

Stock

2017-12-26 14:52 | Report Abuse

Dah jual habis ke ? Jual la beramai-ramai.

Kita tetap sedia ada disitu...........wayang dulu lah !

Stock

2017-11-30 16:08 | Report Abuse

Mari jual la kua kuat, sempat utk kita buat kutipan lagi.......wakakaka

Stock

2017-11-27 10:41 | Report Abuse

Apa takut kawan ? Yang lemah tu dah habis jual setakat ni.

PetronM di jangka akan gerak ke atas target kita bernilai 18.

Tak percaya ke ? Sabar lah nanti !

Stock

2017-11-15 09:55 | Report Abuse

Mari lah, jual la lebih untuk kutipan kita. Apa takut, tabung kita masih penuh lagi

Stock

2017-11-15 09:40 | Report Abuse

Ape macam ? Habis jual ke belum ?

Kita tetap sabar tunggu samping buat kutipan seterusnya

Stock

2017-11-13 14:26 | Report Abuse

Jual la habis yg belum tu.

Sabar sabar, kutipan kita tetap akan di teruskan.

Stock

2017-11-09 10:51 | Report Abuse

Siape nak jual habis, cepat la jual semua yg belum tu.

Tapi, fikir la baik baik sebelum buat keputusan macan ni.

Kita akan sabar tunggu di situ. Tabung kita ni penuh lagi.

Stock

2017-11-08 16:53 | Report Abuse

Ada dah habis jual ke ?

Jangan la rebut rebut utk beli balik nanti

Stock

2017-10-31 11:19 | Report Abuse

Dah jual habis belum ?

Kita tetap sabar tunggu di situ.

Stock

2017-10-26 14:54 | Report Abuse

Habis jual semua belum ? Harga dah kuat naik, tolong jual la beramai ramai.

Kita tetap sabar tunggu sampai setakat ni.

Stock

2017-10-04 11:36 | Report Abuse

Dah jual habis belum ? Cepatlah habiskan jualan yg ada lagi tu.

Manakala, kita tetap sabar tunggu dekat di situ untuk kutipan yg lebih

Stock

2017-10-03 16:06 | Report Abuse

CIMB whacking CD soon.........................hati cukup gembira

Stock

2017-10-03 15:27 | Report Abuse

Dah jual habis belum ? Habis jual yg ada lagi tu.

Kita tetap sabar tunggu dekat di situ untuk kutipan yg lebih.

Stock

2017-09-20 09:59 | Report Abuse

Belum habis jual lagi ke yg pemegang lemah tu ?

Jual la cepat...........bab kita tetap sabar tunggu di situ.

Stock

2017-09-12 10:29 | Report Abuse

Kita tak kan lepas kan setiap peluang yg sedia ada utk memperolehi Petron sampai hujung tahun ni.............wakaka

Stock

2017-09-12 10:15 | Report Abuse

Dah habis jual ke kawan kawan yg lemah tu. Habiskan apa yg ada lagi.

Kita tetap sabar tunggu, bab tabung kita masih penuh lagi selepas jualan semua Maybank beberapa hari lepas.

Stock

2017-09-05 10:08 | Report Abuse

Kebanyakan jualan dah hampir habis.

Kutipan kita masih dijalankan, bab tabung kita ada lagi.

Kita tetap tunggu di situ.

Stock

2017-08-30 11:19 | Report Abuse

Kawan kawan sekalian, nampaknya ada pelabur yg baru hari ini.

Kita semua mesti beri kehormatan dan sambutan yg meriah.

Stock

2017-08-28 23:05 | Report Abuse

Tuan tuan dan puan puan sekalian, kita akan tetap kutipan seterusnya. Biarlah pemegang yg lemah tu cepat habis jualannya.

Jatuhan harga ni tak ada kena mengena dengan quality company langsung. Ya cuma kerja orang yg berniat lebih kutipan.

Tapi kita Akan buat rebutan kutipan bersama jua.

Stock

2017-08-25 10:48 | Report Abuse

Kawan kawan, jangan la risau. Jual habis la semua yg ada lagi jika tak suka Petronm.

Kita tepat ada di situ buat kutipan.

Stock

2017-08-23 09:48 | Report Abuse

Comments by Sumato88 :
Blog: Petronm: A Snapshot Speaks for Thousands Words
Mar 13, 2017 12:36 AM | Report Abuse

Hi, Probability

1) I got the refinery daily throughput from both of the annual report 2015, the throughput shall be higher in 2016 (haven't reveal yet) but I don't think the throughput will spike by 30% yoy.

2) the valuation for Shell's refinery should be higher due to its complexity. And that's also one of the reason why some refineries (including Petron) cannot run at maximum capacity as the low complexity will have high output of low margin products, so to avoid flooding the market with low margin products that will result in losses, some refineries just can't run at max. You can read more about refineries here http://www.galpenergia.com/EN/agalpenergia/Os-nossos-negocios/Refinacao-Distribuicao/ARL/Refinacao/Paginas/Didatico-

3) I beg to differ on same EBITDA profit per litre due to different volume/economic or scales, although I agree there is room for improvement for Petronm when it's volume catch up with the peers.

4) upside can be 140% or more if more investors understand the biz and Petronm deliver higher profit which I think it will although I do think the quarterly profit might be volatile due to the refinery margin. But if we look at the big picture, as long as it reports higher profit yoy and full year or cumulative profit is higher yoy, we shouldn't be too concern on lower profit qoq due to changes in refinery margin, refinery shut down for maintenance and others. The key jewel is its marketing biz which is very valuable in my view. This biz is growing in a saturated market, hence it is gaining market share and better economic of scales.

Hope that helps. Pls forgive me if I don't answer all the questions, will probably answer what I think is more important.

Cheers!

Stock

2017-08-23 09:45 | Report Abuse

Comments by Sumato88 :
May 15, 2017 09:31 AM | Report Abuse

Pls refer to my previous analysis for Petronm, http://klse.i3investor.com/m/blog/sumato88/118086.jsp

The 2 non listed co named, Petron Fuel International (formerly ExxonMobil Malaysia) & Petron Oil (M) (formerly ExxonMobil Borneo). If you read its annual report, you will realize that 6 out of 11 terminals (for crude oil and refinery product storage before distribute to petrol stations) that Petron Malaysia owns and operates are owned by the sister co, which I believe it is parked under Petron Fuel International. Out of the 6, 3 terminals are Sabah based.

Given that Petrol Oil was formerly known as ExxonMobil Borneo, we can draw to a conclusion that petrol stations in Sabah is owned by sister co.

Terminals in Penang, Port Dickson, KLIA, and Klang Valley Distribution Terminal are owned by listed co. This implies that the high volume stations in Klang Valley are mainly owned by listed co. So you tell me, how many % of its petrol station sales derived from Klang Valley and Penang? I would think the sales proportion is higher than the proportion of the numbers of petrol stations the listed co own.

Stock

2017-08-22 15:58 | Report Abuse

Earlier comments by Sumato88 :

" I understand that the crack spread is still relatively stronger qoq in April and May to date. If this sustain throughout the 2Q17, we will probably see another RM100m profit in 2Q17, paving way for Petronm to achieve net cash position and record profit in 2017. Initially I was looking at RM300m profit in 2017, but now it seems to be easily beaten if Petronm can achieve RM200-230m profit in 1H17.

In conclusion, I think there is still plenty of upside from current share price, even though the stock had a good rally YTD (almost 100%). At 5x PE (assuming RM400m profit, +63% yoy), I personally think this stock is too cheap to sell. "

Stock

2017-08-21 15:00 | Report Abuse

Kita akan kuatkan kutipan kita nanti. Sesiap yg belum jual, oleh lah jual sekarang, harga dah naik.

Stock

2017-08-18 11:32 | Report Abuse

Cepat jual habis la, nanti kena sangkut sakit hati.

Kutipan kita kembali, sebab ada nilai yg sungguh menarik !

Stock

2017-08-17 14:54 | Report Abuse

Sesiape belum jual lagi, harga dah naik setiap hari ma.

Tak dapat sabar ke ? Lagi sikit hari, akan datang kuat.

Stock

2017-08-16 12:58 | Report Abuse

EPS 50 sen adalah hasil kajian teliti kumpulan kita yg paling rendah.

Kuitpan dah dekat kering da.

Bila bila masa ada kaguman untuk semua yg berada sini.

Stock

2017-08-15 10:23 | Report Abuse

Bagi panaskan badan dulu, masa akan datang.

Itu cawan dan tangan dah cantik la, ada pecahan kuau nanti

Stock

2017-08-15 09:46 | Report Abuse

Sesiape nak jual lagi, cepat la habiskannya.

Kutipan kita akan tamat tak lama lagi.

Stock

2017-08-14 16:28 | Report Abuse

Ini semua players macam aseng, raider dan paper adalah burung tua pengalaman yg paling dalam !

Stock

2017-08-14 16:07 | Report Abuse

Dah habis jual ke ?

Nanti harga kuat naik baru tahu Petronm adalah diamond !

Kita masih buat kutipan.

Stock

2017-08-11 16:45 | Report Abuse

Dah kutip cukup tak ?

Tradeview pun masuk ke hari ni ?

Tengok ape dah jadi sekarang

Stock

2017-08-11 09:47 | Report Abuse

Tak ape, kita tetap tunggu.

Wang kita banyak lagi untuk kutipan selanjutnya.

Stock

2017-08-10 16:38 | Report Abuse

Jual habis ke ?

Kawan kawan, dah akan datang masa untuk kuat naik.

Sabar tunggu ya.

Stock

2017-08-10 15:06 | Report Abuse

sumato88 betul betul sifu yg selalu beri arahan dan nasihat yg tepat dgn terang

News & Blogs

2017-08-10 09:50 | Report Abuse

Itu dia david. Ramai analysts pun tak pandai buat analysisa macam you.

Ribuan terima kasih.

Stock

2017-08-10 09:46 | Report Abuse

Jangan risau, kuat jual sikit, lebih baik habiskan semua yg ada lagi.

Kita tetap sabar tunggu.

Stock

2017-08-09 11:17 | Report Abuse

Belum habis jual ke, nanti jatuh kena sangkut lagi. Lebih baik jual la semua !

Kita tetap sabar tunggu di situ.

Stock

2017-08-09 09:26 | Report Abuse

Tak ramai yg jual. Agak jualan dah dekat kering.

Bila bila masa akan kita kuat tolakkan.

Peluang dah ada la sekarang.