Posted by AhMoi > 2014-11-23 14:12 | Report Abuse

Petronas which is set to re-evaluate its RM 300 billion capex programme will have major spillover effects for the oil & gas industry.



The biggest threat to the LOCAL oil & gas industries will be the Malaysian government..... yes, the Malaysian government.


Recall that Petronas had applied to limit its dividend to the Malaysian government at 30% of its profit, but, was rejected.


Double whammy is............ with a lower income in years to come due to low oil prices, yet, the Malaysian government will ask for more because Malaysia's most recent economy growth rate was below 6% and future is challenging.


Soon, the RM 300 billion capex programme will be reduced to RM 100 billions and brings major negative spillover effects for the local oil & gas industry.



What do you think the future will be for local oil & gas companies when Petronas does austerity....

Those companies which have spent to buy oil & gas assets will be hit even more....

Think and think harder

Posted by 博文郑 > 2014-11-28 08:49 | Report Abuse

Crude oil drops a lot Oo. O&G counters be careful

Posted by 博文郑 > 2014-11-28 10:56 | Report Abuse

opportunity to buy if drop more...

Posted by 博文郑 > 2014-11-30 18:19 | Report Abuse

Tomorrow a big drop ??

Posted by 博文郑 > 2014-11-30 20:35 | Report Abuse

Better to keep an eye for a few days then only action...

Posted by 博文郑 > 2014-12-01 14:30 | Report Abuse

goodstock: have u take action today?? damm, money stuck at deleum as expected .... :) hehe...
lucky, deleum is given dividend twice a year better than many other O&G counters.... Keep eye on it for few days first before take action to average down my price.

Posted by duitkwspkita > 2014-12-02 05:51 | Report Abuse

........strong resilient counter.......

happy trading!

Posted by 博文郑 > 2014-12-02 09:32 | Report Abuse

Goodstock: a good move for u yesterday.... I m still monitoring for another few day....

Posted by samer > 2014-12-03 14:00 | Report Abuse

gone with the oils.............

Posted by Jim Sted Power > 2014-12-04 16:05 | Report Abuse

among all O&G counter, deleum is the right choice. Good dividen! Not like UMWOG only kasi sepuluh ringgit

Posted by Jim Sted Power > 2014-12-05 17:43 | Report Abuse

http://www.thestar.com.my/Business/Business-News/2014/12/05/More-than-$150-bln-of-oil-projects-face-the-axe-in-2015/

Posted by Jim Sted Power > 2014-12-05 17:44 | Report Abuse

seem like very risky to hold O&G related counters

Posted by Patrick Ling > 2014-12-07 14:40 | Report Abuse

If this may offer some comfort: read http://www.theborneopost.com/2014/12/06/deleums-earnings-to-stay-on-resilient-note/

Posted by beso > 2014-12-07 15:42 | Report Abuse

o&g counter will continue downtrend, no hope already

Posted by Patrick Ling > 2014-12-07 16:23 | Report Abuse

Be more optimistic! What goes up must come down and vice versa. Our world population is growing. Demand is bound to increase some day. Oil price will not remain low forever. Remember it fell to $34 a barrel in 2009. Buy and hold.Those who persevere will be rewarded. Those who quit will look back with regret, rueing the missed opportunities.

Posted by beso > 2014-12-07 16:28 | Report Abuse

remember riding on downtrend only make you worse

Posted by Patrick Ling > 2014-12-07 16:42 | Report Abuse

Can buy some and keep so as not to miss out on the recovery, I think the price is attractive enough. Make the purchase staggered. Always keep some bullets in case of further correction.
If we were to buy on the uptrend, I am afraid we might miss the boat because the rebound is usually speedy and violent. Like they say, "fly" and before you know it, it will be too late to chase.

Posted by 博文郑 > 2014-12-08 19:03 | Report Abuse

if bought at least u have to keep for 2 years...

Posted by Patrick Ling > 2014-12-08 22:08 | Report Abuse

While waiting, can collect dividend twice a year, and at current price, DY about 5.3%

Posted by beso > 2014-12-08 22:32 | Report Abuse

crude wti below usd64.5，o&g counters will certainly take a hard hit tomorrow

Posted by 博文郑 > 2014-12-09 08:23 | Report Abuse

Yes, if buy now must hv holding power.... One thing Deleum is better than many others o&G counters which is Deleum is giving dividend twice a year... At least 50% earning giving as dividend... Quite attractive % in dividend in current price...

Posted by 博文郑 > 2014-12-09 08:23 | Report Abuse

Good luck comrades...

Posted by deepmarine > 2014-12-09 09:36 | Report Abuse

i salute to you

Posted by acevent > 2014-12-10 17:10 | Report Abuse

I just bought Deleum last week but i sold out just now. Not there to hold it. I dont know wether the oil price is going to drop or not.

Posted by Madd > 2014-12-18 10:34 | Report Abuse

oppotunity to run..

Posted by 博文郑 > 2014-12-19 08:21 | Report Abuse

monitor first, even US & KLCI rebound these two days but oil still dropping ... if u have a lot of money then u can buy some of it at low price as putting for a very very very very ....long term FD .........

Posted by bracoli > 2014-12-26 14:06 | Report Abuse

mr good stock now opportunity to buy? or wait first?

Posted by L. C. Chong > 2015-01-03 15:12 | Report Abuse

DELEUM analysis - http://lcchong.wordpress.com/2015/01/03/deleum-fundamental-analysis-3-jan-2015/

Posted by samer > 2015-01-21 10:01 | Report Abuse

I have doubts as to this stock's upside potential.............(Its a O & G counter)

Posted by Jim Sted Power > 2015-01-23 10:02 | Report Abuse

will goreng up to Uzma price!

Posted by yipgusing > 2015-01-23 14:06 | Report Abuse

finaly let go all my deluem ... at 1.81.. not a very good price ... but at least get some profit ... not dare to hold for long term

Posted by 博文郑 > 2015-01-23 14:37 | Report Abuse

http://www.bloomberg.com/news/2015-01-22/oil-surges-after-saudi-media-reports-king-abdullah-s-death.html

Posted by Abudance > 2015-01-26 12:58 | Report Abuse

Old news. Now price of oil is usd45. Greece new leader. Euro dropped. DJ dropped.

Posted by michaelwong > 2015-01-26 22:26 | Report Abuse

Oil prices still unstable yet .

Posted by simon_nick > 2015-02-16 15:40 | Report Abuse

Oil price have stabilized, will be on slow uptrend till end of the year.

Posted by bluefun > 2015-02-24 18:47 | Report Abuse

Second interim dividend

EX-date: 11 Mar 2015
Entitlement date: 13 Mar 2015
Entitlement description: Second Interim Single Tier Dividend of 5.0 sen per ordinary share of RM0.50 each

Posted by L. C. Chong > 2015-02-26 21:26 | Report Abuse

DELEUM analysis - https://lcchong.wordpress.com/2015/02/26/deleum-fundamental-analysis-26-feb-2015/

Posted by Albert Baker > 2015-03-04 15:00 | Report Abuse

If hold 10,000 unit of shares, how much is the dividen ? Can anybody tell ..

Posted by 博文郑 > 2015-03-04 16:04 | Report Abuse

1 share u got RM0.05, 10,000 mean u get RM 500

Posted by 博文郑 > 2015-03-05 14:27 | Report Abuse

wah.... what happened....

Posted by Madd > 2015-03-05 15:31 | Report Abuse

best price to enter?

Posted by Jim Sted Power > 2015-03-06 10:17 | Report Abuse

OTHERS DELEUM BERHAD (“DELEUM”) LONG-TERM INCENTIVE PLAN (“LTIP”) OF UP TO 10% OF THE ISSUED AND PAID-UP SHARE CAPITAL OF DELEUM (EXCLUDING TREASURY SHARES, IF ANY) AT ANY POINT IN TIME DURING THE DURATION OF THE LTIP FOR THE DIRECTORS OF DELEUM ACTING IN AN EXECUTIVE CAPACITY AND KEY EMPLOYEES OF DELEUM AND ITS SUBSIDIARIES (“DELEUM GROUP”) ("ELIGIBLE EMPLOYEES")

Posted by Jim Sted Power > 2015-03-06 10:18 | Report Abuse

what is that

Posted by Tornado > 2015-03-06 10:22 | Report Abuse

I think it is a plan like ESOS, employee stock options scheme, up to 10% of the issued and paid up capital.

Posted by 博文郑 > 2015-03-06 10:31 | Report Abuse

mean our share being diluted?

Posted by Kevin123 > 2015-03-18 22:58 | Report Abuse

Is this share going up soon?

Posted by csl7807 > 2015-03-19 15:43 | Report Abuse

what will be the support point on this?

Posted by 郑博文 > 2015-03-25 22:44 | Report Abuse

anyone can explain what is the latest announcement mean?
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1911977

Posted by Albert Baker > 2015-03-31 14:36 | Report Abuse

anybody have received the div , still waiting

Posted by Patrick Ling > 2015-03-31 16:40 | Report Abuse

Received on 26th March 2015