Brent could possibly hit 150$ - 200$ max per barrel

Hengyuan Refining Co. Maintain Overweight with a short term target of RM5.00 and medium term target of RM8.50

We have high conviction that Brent will continue its rally until at least Q2 2022 thanks to the commodity super cycle. Keep in mind that the oil rally is usually an indicator of a commodity cycle coming to an end.

At the same time, the beginning of the winter season and climatic factors such as rapid change in temperature is very likely to continue driving up demand, further contributing towards volatility in oil prices.

Political stability and military conflicts in Middle East countries could also put pressure on oil prices. Apart from that, the policy-driven transition to "carbon-neutral" or carbon-free infrastructure and the slow lifting of supply restriction by OPEC agreement (400,000 barrels per day as of late September), we could be seeing the beginning of oil rally which is actually a bad sign for the economy.

Goldman Sachs analyst in the recent investor note: "OPEC+ deciding “to an aggressively faster ramp-up in production by year-end would soften (but not derail) our projected deficit, it would only further delay the shale rebound"

"The bigger point, though, is that despite high energy prices and talk of crisis, both OPEC+ and the U.S. shale sector aren’t rushing to add more supply. It’s possible to interpret this as an effort to derail green agendas, but that feels unnecessarily conspiratorial. Rather, the cost of oil has increased, but for reasons above the ground rather than below." - Liam Denning, BB Opinion

No price target yet for small caps.

Only World upgrade to Overweight

We believe that the re-opening trade has yet to be priced in for OWG unlike companies such as Genting and Air Asia. And therefore this promises a higher potential upside in anticipation for the next earnings boost from the operation of Wet World Water Park Shah Alam

Add on dips

Secular growth stock

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Still a small cap company. Will become a medium cap in a few quarters. Do not donate your shares cheap and hold on

Our models predict a maximum possible (aggressive) target of RM6.8 with a decent R2 value at 0.76

MGRC Upgrade to Overweight

Long term price target: RM4.5

MPI Downgrade to Neutral from Overweight

Don't be afraid. Just chase. Won't dump today. Relax

Grab all shares below RM3.00

Buy before dompeilee claims again

Slap the ask let's go

Push it up

KPJ is a strong hold

We will be buyer if KPJ drops today.

Stock will trade like Hillrom: NYSE

Buy

Kotra Industries Maintain Overweight

Exactly. But still, something unexpected might happen

Long term investors keep holding

QL Resources Maintain Underweight

De-risk today

Take profits

@Najib Zamry just saying you are not the only one. The butter that you use with the bread you eat comes from DKSH. And most investors don't use i3. Stay low

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EPS estimate: -0.50

Wet World Water Park Shah Alam re-opening

EPS estimate: 23.6

RM1.20

No one wants to buy? Come on, this is better than Theta

Difference between Rexit and Theta Edge

Rexit

We see at least a 100% upside with KH Industries.

Demand for household electronics is expected to rise as the average Malaysian household salary/income increases at a steady rate of 2-4% annually. The tightening gap between Malaysian middle class will further boost consumer spending.

Khind business is booming. They are hiring a lot of roles. 100% their business is doing well.

Buy the dip

Maintain RM1.20 price target

Buy the dip

Consumer lending sector Overweight. Let’s go!

@Nathan27 lol sorry about that. But be patient

Stock will trade like Hill-rom. Hold

Success Transformer Corp. Maintain Overweight - also a interest rate hike play

Price target: RM7.5

Resistant to stagnation and interest rate hikes. Deferral of rate hikes is unlikely as the Fed has no more tools to solve the underlying tools. According to our models, our conservative price target is RM18. On a more risk-on mode, Aeon Credit deserves a higher valuation at RM30

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lol

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