windcloud

windcloud | Joined since 2013-02-20

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

1,393

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
1,393
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2017-03-24 09:43 | Report Abuse

50 cents in the making ..... now IT theme left IFCA to goreng ....

Stock

2017-03-24 09:36 | Report Abuse

Yummy Tasty Delicious Buy Buy Buy

News & Blogs

2017-03-21 13:29 | Report Abuse

Thanks Venfx bro hope Cab-wa can cover my hibiscus losses .... this month really a sad month for me, now still very depressed haha ....

Thanks for WealthWizard sharing as well.

News & Blogs

2017-03-21 12:51 | Report Abuse

2 things affecting the margin, feed cost including soybean and corn, expecting the cost will reduce when in 2nd half soybean and corn production is increased; selling price for chicken think in Malaysia is controlled price item, if allowance is given for marginal increase in selling price, this will boost up the margin. Hope bottom margin can be improved very well.

Just nonsenses sharing, holding this Cab really stagnant before since other stocks moved up when Cab moved down, finally exploded today. Hope continue bull run to RM3.00.

Stock

2017-03-21 12:36 | Report Abuse

Yummy Delicious and Tasty ...... Buy Buy Buy

News & Blogs

2017-03-18 17:26 | Report Abuse

"carpe diem" is "pluck the day [as it is ripe]"—that is, enjoy the moment. haha.

News & Blogs

2017-03-18 17:11 | Report Abuse

Since December, normally FBMKLCI up about 40 point down about 20-25 points, so if we used previous low point, this up will end about 1,757, then down to 1,732 to 1,737. But if we using volume to judge, previously volumes is about 150 million+- per day, whereby recent volumes already reached more than 300 million per day, if we used volumes to judge, 40 points maybe irrelevant, and this up to go to 1,775-1,800 (but suggest around 1,775 if volumes if huge in 2nd half of March). Please note that there might have 80-100 points retracement in future, which months will come in ? just a nonsense sharing. At this point of time, hope bull run continue.

Stock

2017-03-17 19:16 | Report Abuse

Haha, 人生几何,尽情博啊。。。so just poh only ....

Stock

2017-03-17 19:10 | Report Abuse

it is time for Syf to fly to 0.78 for next coming week.

Stock

2017-03-10 18:32 | Report Abuse

crude oil price strong support will be around USD49+- this area, next resistance will be USD51+-. For hibiscus, hope strong support level at today closing price, if crude price back to 50 and above, O&G counters will rebound back and this is also determined by next Tue/Wed Fed meeting which had dragged down market these few days.

Once market condition is improved with volumes plus oil price rebound, hibiscus will rebound back. Next resistance will then be next support level. Think next Tue/Wed will know the market trend for the 2nd half of March 2017.

Stock

2017-02-24 13:49 | Report Abuse

Now could be a buy time. Just nonsense sharing hehe.

Stock

2017-02-24 13:45 | Report Abuse

EGM is on 14/3/17 and bursa announcement on right issue and bonus share, this time could be real fly. Hope today can announce superior result.

Buy Buy Buy.

Stock

2017-02-24 13:27 | Report Abuse

hi Venfx bro, opex per barrel is about USD18-19. But think cost is using GBP instead of USD whereas sales is using USD. Since Aug'16, USD is strengthen against GBP due to Trump effect, so this may translate into better profit margin. Anyway my cost just a simple illustration, if you using USD 18-19 as opex cost, profit will be lesser. Anyway, if USD keep strengthened and brent crude oil price keep upwards, profit will be still around there.

Messages I had deleted think most people had seen already. Hope price will move up sooner.

Stock

2017-02-24 00:36 | Report Abuse

Then I did not receive your email .... can you send again to my windandcloud888 email address, thanks.

Stock

2017-02-24 00:32 | Report Abuse

Duit macam tak dapat your email ? recently which one u recommend ? Are you Mr. Kok ?

Stock

2017-02-24 00:23 | Report Abuse

Venfx not yet slept ? this message I will delete in tomorrow afternoon haha .... Just a simply computation, not really go into detail.

Thanks for comment, tomorrow talk u again.

Stock

2017-02-23 22:22 | Report Abuse

leoting thks for your article, nice sharing.

Stock

2017-02-23 18:51 | Report Abuse

as long today in should be good price already, tomorrow may have another limit up .... all the best to all the holders ...

Stock

2017-02-23 18:48 | Report Abuse

5.50 still acceptable buy price (within 20%) but morning going down to 5.30 .... anyway I had in mum and son already .... son also missed the good price .... To me if PE too long, I not scared to buy high but scared chance gone haha ...

You in long time already ?

Stock

2017-02-23 18:35 | Report Abuse

today should buy at lowest price when down ... system hang ... po bian ..... anyway, Petron really low PE ..... should go further higher, hopefully TP: 20 ....hehe ... congrat all.

Stock

2017-02-23 14:38 | Report Abuse

Buy before fly again

Stock

2017-02-23 14:38 | Report Abuse

hi venfx bro, later I post here now need to do company work liao (actually all agak agak only and nonsense sharing haha) ...... talk u later ....

Stock

2017-02-23 14:02 | Report Abuse

based on future prospects I support hibiscus .... yesterday did not fully read the qtr report.

Stock

2017-02-23 13:56 | Report Abuse

yes good sign good sign ...

Please delete my message haha .....

Dnex go go go

Stock
Stock

2017-02-22 15:40 | Report Abuse

I top up little today as a small investor.

Stock

2017-02-22 15:39 | Report Abuse

kenken, I think no need to apply seat ... but I never attend AGM before .... MACD like going to cross already .... if tomorrow got another white candle, will be look good ....

Please update us new once you attended AGM like company future prospects, oil palm expansion plan, thks.

Stock

2017-02-22 14:35 | Report Abuse

cut already, EPS not very good due to other cost, admin cost and finance cost, shift to Dnex will be better since margin wise is better.

EPS using PE 10 is only around 30 cents. Even crude price climbed another 30%, only up to 40 cents.

Stock

2017-02-22 12:04 | Report Abuse

Just ignore Reach since Reach valuation is around 0.6X as what I valued at using the daily production figure.

Hibiscus value is far more from 60 cents. I had done valuation of its intrinsic value, that is why I said interesting yesterday if you noticed.

Besides, frankly speaking, as a gentleman, we welcome other professional like Calvin comments for us to digest, so please don't attack people. His homework sometimes also impressive.

Now wish all the holder all the best. 60 cents will be reached soon.

Stock

2017-02-22 11:18 | Report Abuse

The huge block will be released soon ....

Stock

2017-02-22 11:17 | Report Abuse

Buy buy buy .......

Stock

2017-02-22 11:13 | Report Abuse

when 0.53 broke, the price is confirmed uptrend since take action like start show liao ....

Stock

2017-02-22 10:37 | Report Abuse

Hibiscus and Dnex are on the same boat, when Dnex result out, Dnex and Hibiscus up, when Hibiscus result out, Hibiscus and Dnex up. We here wish we can earn more from these 2 counters.

Besides, when Dnex cash rich, we cant exclude the possibility Dnex will take over another 70% of shareholding in Ping Petroleum, which will make Dnex in same shareholding in Anasuria oil field with Hibiscus. This is what I expect from Dnex.

Stock

2017-02-22 09:33 | Report Abuse

I come here and support ......... the intrinsic value of hibiscus really interesting ....

Stock

2017-02-22 09:14 | Report Abuse

think after this you may not able to buy below 40 cents ..... even next retracement may stand well above or at least 40 cents. Just non sense sharing

Stock

2017-02-21 20:39 | Report Abuse

Business profit included 100% owned OGPC and IT sector profit .... the bottom profit boosted up is from Anasuria oil field. So there is no extra ordinary item ... look at crude oil trend and it sector prospects to me good in future.

Stock

2017-02-21 20:24 | Report Abuse

TP 2.50 ............... hibiscus interesting .....

Stock

2017-02-21 20:16 | Report Abuse

Today mum price still close above yesterday closing price .... this areas should be at good supporting for futher uptrend and mm is to roll over for next high .... fundamental not changed .... the only thing today is son being shaked down .... 50 cents short term target still on the way .... but just advised son is high premium and more volatile no doubt high risk high return but mom will be more stable .... but think when reach 50 cents percentage of gain will be the same.... all the best ...

Stock

2017-02-21 17:15 | Report Abuse

result out already, but really telur ......

Stock

2017-02-20 19:05 | Report Abuse

o yes very fantastic result annualized EPS will get TP 71 cent .... still not including Thai border vehicle system, FW permit renewal fee, eMarketing system ....... now RM1 is not a dream liao

Stock

2017-02-20 13:20 | Report Abuse

Dnex warrant is at high premium, when Dnex moving toward 50 cents (let's say), warrant will not moved that fast and premium will be getting lesser and lesser; when in consolidation, warrant will be more volatile. Besides, warrant is at exercise price of 50 cents. Buying mother will be better at long term run.

Just my nonsense sharing.

Stock

2017-02-19 18:16 | Report Abuse

Hibiscus is solely based O&G revenue whereas Dnex using IT as supporting based revenue and O&G as additional revenue and this will let you played in safe. Dnex cash and bank balance will grow faster this year and debts will be reduced to very minimum or to be settled in the short term. Dnex will thru Ping to find more O&G field. Another thing we may anticipate is management may have more willingness to pay dividend in coming years when Company is doing better and better. As compared, in financial stance, Dnex is in good position. Besides, we cant neglect that Dnex had recently got so many contracts will also seem that Dnex has built up good relationship with our government.

Stock

2017-02-19 17:53 | Report Abuse

Dnex if not wrong had been reclassified to oil & gas sector, and this mean oil & gas revenue will become the major component of the revenue of Dnex.

The potential of Anasuria oil field had not been maximized. Further cost on oil field exploration will optimize the daily production and in term will further boost up the oil revenue with oil price being stabilized and on the track of upward movement.

Previously target price of 40-43 cents is not included the eWork permit for foreign worker and also the Thai border vehicle entry system. eWork permit started from 15 Feb 2017 Dnex will have the share of profit from eWork permit revenue. This will depend how much MYEG will lose the market share of revenue to Dnex. If 30% of this market segment revenue flow from MYEG to Dnex, then Dnex price you will see will move further upward to 50 cents, in addition to Ping to explore further opportunities in O&G activities.

The only interesting part in here to Dnex is:
1) how O&G revenue will boost up Dnex price
2) how eWork revenue will boost up Dnex price
3) besides, eMarketing business (the new subsidiary Dnex had purchased will engage in eMarketing business in the future.

Potential upward is still there and more will be come.

Just a nonsense sharing.

Stock

2017-02-17 20:48 | Report Abuse

2016 Oct to Dec 2016
Log 114,936 m3
FFB 165,723 mt
CPO 49,862 mt
PK 10,289 mt

2015 Oct to Dec 2015
Log 104,898 m3
FFB 174,939 mt
CPO 48,372 mt
PK 10,034 mt

2016 Oct to Dec 2016
Log revenue (est.) 157.3 m
Oil palm revenue (est.) 183.7 m
Total revenue = 341 m

2015 Oct to Dec 2016
Log revenue 134 m
Oil palm revenue 135 m
Total revenue = 269 m

Increased in revenue (est.) is about 26.8%

2016 Oct to Dec 2016
Profit = 341 m * 16.5% = 56 m /444,843,000 = 12.6 cent
TP: 12.5 x 4 / 100 * 10 = 5.00

Just a nonsense sharing.

Stock

2017-02-17 12:22 | Report Abuse

locked in profit first ...... trend is still not clear yet .....

Stock

2017-02-17 12:20 | Report Abuse

trading buy ..... on the way of making 0.60

Stock

2017-02-16 16:46 | Report Abuse

the qtr result is near the corner, but price is still stagnant, you may check out and do wait and see approach.

I do not have this counter any more. Since there is more attractive counters in bursa, KNM profit margin really damn low ....... Anyway, choice is yours.

Stock

2017-02-15 19:43 | Report Abuse

Last call buy before regret ..... Dnex going to break 0.30 soon .....

Stock

2017-02-15 19:37 | Report Abuse

the price is moving down maybe is due to the postponed of the right issue with bonus share. in this current price, MKH is finding the support area .... In other word, they re-accumulate of shares and warrant at this moment for next surge up. The price will slow climb back to 3.20 and once results out (plantation revenue should be good where property revenue being maintained), the price will move to next level, let's us put short term target price at 3.50 first.

There is PRMIA project to be launched this year if not wrong.

All is nonsense sharing. Good luck to us.