Posted by ChipSaham > 2018-10-10 23:23 | Report Abuse

Haha.same.thought no chance to collect below 8..time come again

Posted by BULL1000BEAR1000 > 2018-10-11 08:58 | Report Abuse

The graph is so ugly

Posted by SimonLee76 > 2018-10-11 10:13 | Report Abuse

I feel that the fear of new tax reform is overblown and unjustified

Posted by BlackWhite > 2018-10-11 20:27 | Report Abuse

Drop is due world stock market drop

Posted by sheldon > 2018-10-13 15:30 | Report Abuse

Petrol and gas is still a necessity despite rumours on taxes

Posted by SimonLee76 > 2018-10-13 19:40 | Report Abuse

Hearing those words from you sheldon remind me of the time when PH won and there were rumours on electricity tax on TNB

Posted by sheldon > 2018-10-15 12:15 | Report Abuse

Levying taxes is a skilled art.

The key to a good tax system is to "pluck the goose's feathers with minimum hissing".

Posted by SimonLee76 > 2018-10-15 13:05 | Report Abuse

You’re right . I feel that the new PH government would be business friendly and implement tax in a way that would encourage more business to invest. Business friendly government = more jobs and opportunists for people and the economy

Posted by SimonLee76 > 2018-10-15 13:07 | Report Abuse

I mean as in the tax they implement would be reasonable and would not scare off away current or potential future businesses from investing more in Malaysia

Posted by sheldon > 2018-10-16 11:52 | Report Abuse

Even if the current govt was run by monkeys which ate bananas all day long, they would be better than the previous who were busy filling their pockets at every opportunity.

Posted by Fantastico > 2018-10-17 07:52 | Report Abuse

good counter

Posted by kong73 > 2018-10-23 09:22 | Report Abuse

Sheldon - don’t jinx it.

Posted by meistsk3134 > 2018-10-23 12:27 | Report Abuse

hengyuan drop. petronm?

Posted by trulyinvest > 2018-10-23 12:31 | Report Abuse

sell b4 poor result coming...

Posted by sheldon > 2018-10-23 14:48 | Report Abuse

We should expect dividends of 30 sen. Is that too much to ask? Am I asking too much?
Coz if i am then we're nothing but sheep being herded to the final slaughterhouse!

Posted by trulyinvest > 2018-10-25 16:04 | Report Abuse

bought little 7.06

Posted by trulyinvest > 2018-10-26 09:24 | Report Abuse

sold 7.13 thx

Posted by sheldon > 2018-10-29 15:33 | Report Abuse

The market seem to shun this co.

The only thing that can save this counter is a solid Sep 2018 earnings

Posted by trulyinvest > 2018-10-29 19:46 | Report Abuse

Once drop below rm7, rm6 on d,way. Kikiki

Posted by RainT > 2018-10-29 23:42 | Report Abuse

why some said coming qtr result will be bad ?

any insight ?

Posted by Jon Choivo > 2018-10-29 23:43 | Report Abuse

Because sentiment bad, so every prediction also bad.

Wait market boom, then every prediction also good.

====
Posted by RainT > Oct 29, 2018 11:42 PM | Report Abuse

why some said coming qtr result will be bad ?

any insight ?

Posted by TakeProfits > 2018-10-30 03:25 | Report Abuse

Wah trulyinvest, you kaya d arh..beli 7.06 and panic sell.7.13..kikiki..make kucing kurap, can't even buy a decent meal with it..kah kah kah..kikiki..Maybe can buy half a roti canai and a half glass of kopi ooo kau...hahaha. Enjoy your trading during such bad sentiments..

Posted by TakeProfits > 2018-10-30 03:27 | Report Abuse

Yar trulyinvest, I am waiting hopefully 6 and below.....if buy is to invest, not quick to cabut. Watch world markets especially US Dow Jones..Enjoy the ride up and down, side to side rides..Whoaaas..

Posted by Notconfused > 2018-10-30 09:37 | Report Abuse

lanjiao stock pui!

Posted by sheldon > 2018-10-30 09:39 | Report Abuse

below 7 - just tutup mata & buy

Posted by TakeProfits > 2018-10-30 17:11 | Report Abuse

Hmmm. If reach 6mr, how then? If anyone can hold buying at these prices would be good. Be patient if buy at lower prices...hope for 6 and below..hehe

Posted by alanshu > 2018-10-31 21:03 | Report Abuse

run up fast

Posted by Kawkaw > 2018-11-02 15:24 | Report Abuse

What year do you think will press down to 6...
You just guess... be realistic la bro...dont simply tembak jeee..

Posted by sheldon > 2018-11-04 10:48 | Report Abuse

Kawkaw - logically a profitable company that pays out dividends at a rate lower than EPS, the chances of falling below 6 (barring unforseen circumstances) becomes lower & lower as time goes by

Posted by Kawkaw > 2018-11-04 12:17 | Report Abuse

Worries don...once dive to 6 will spare money n load..
Classic counter for papa..including heng
Good luck..
Tq friends

Posted by Kawkaw > 2018-11-04 12:18 | Report Abuse

Make papa n family happy..
All family members happy...

Posted by sheldon > 2018-11-07 11:37 | Report Abuse

petdag PE is about 17+; petron PE is about 4+.Something's seriously wrong. Maybe we're missing out something.

Posted by SimonLee76 > 2018-11-07 14:35 | Report Abuse

That something might be not being listed in the Index and having shares bought by Khazanah?

Posted by Fabien Extraordinaire > 2018-11-07 16:28 | Report Abuse

If u assumed that the market is pricing it right.


Posted by sheldon > Nov 7, 2018 11:37 AM | Report Abuse

petdag PE is about 17+; petron PE is about 4+.Something's seriously wrong. Maybe we're missing out something.

Posted by RainT > 2018-11-07 23:31 | Report Abuse

Petdag and petronm biz is not same la

Even both in oil but biz different

Cannot compare PE of both

Posted by sheldon > 2018-11-08 12:14 | Report Abuse

Basically the key difference i believe is that Petron has a refinery

Posted by sheldon > 2018-11-08 12:21 | Report Abuse

This is what i extracted from an overview about Petronas Dagangan - can anyone spot the difference with Petron?

"Committed to an aggressive growth journey, PDB continuously delivers innovative products and differentiated services in its four core businesses of Retail, Commercial, Liquefied Petroleum Gas (LPG) and Lubricants. The Company invests extensively in research and development (R&D) to ensure that PDB continues to offer a wide range of internationally-recognised high quality petroleum products including motor gasoline, aviation fuel, diesel, fuel oil, LPG, kerosene and asphalt"

Posted by Fabien Extraordinaire > 2018-11-09 11:28 | Report Abuse

petdag is pure retail player, like a consumer staples.

there's a good element of goodwill (bcoz of its moat) factored in its valuation multiples

Posted by kong73 > 2018-11-12 10:58 | Report Abuse

Harga minyak global sudah turun ... petron refinery feedstock makin murah.

Posted by sheldon > 2018-11-14 09:13 | Report Abuse

It's a question of price vs valuation. The price may be low but I valued it higher. The truth will be revealed (and I will hopefully be proven right) when the quarterly results are announced.

Posted by kong73 > 2018-11-14 19:31 | Report Abuse

Alright

Posted by kong73 > 2018-11-15 11:21 | Report Abuse

Fuiyooo naik ooo

Posted by kong73 > 2018-11-15 11:21 | Report Abuse

Minyak dunia manyak murah- petron feedstock crude manayak murah

Posted by Fabien Extraordinaire > 2018-11-15 11:37 | Report Abuse

if i remember correctly, sensitivity analysis done by RHB points out to positive correlation between Petron earnings and crude oil. crude oil down will affect earnings negatively.

correct me if im wrong.

Posted by sheldon > 2018-11-15 13:08 | Report Abuse

Fabien - I think Petron's fortunes will be affected insofar as to a lower market value of their inventory levels which if marked-to-market will show a loss in the income statement.

However it's a downstream entity. Some products are fixed in their prices and some, there could be a time lag before Petron is compelled to reduce the price - which by then the old high-priced inventory may have run down hence not severely denting profit margins. As for the fixed price ones (like engine oil), it translates into fatter profit margins.

Please someone - correct me if I'm wrong.

Posted by SimonLee76 > 2018-11-15 16:09 | Report Abuse

In my opinion i think throughout the years of volatility, they should have some sort of mechanism to hedge againts oil price volatility. Like maybe entering some sort of futures contract. If oil price lowers then their cost of production would be lower. Then i belive oil price will eventually rise back. However I hope that the volume that is sold would increase.

Posted by EatCoconutCanWin > 2018-11-15 17:09 | Report Abuse

fake rise.. low profit as expected

Posted by strong_sink > 2018-11-15 18:13 | Report Abuse

The result is goos

Posted by trulyinvest > 2018-11-15 18:38 | Report Abuse

Result how?

Posted by Jaya > 2018-11-15 19:19 | Report Abuse

Run bro