Yes, still damn undervalue to all in, the QR loss was already reflected on previous price which < 80 cents, Now almost all business in M’sia and the world all already running & back to normal, our oil price in retail already going up coz the business already in operation...
The oil price will keep on going up, so the future QR will be superb positive and share price will be spike up to sky high from next Monday onwards !
Please note that Carimin and Penergy reported losses in the last quarter result released today and yesterday respectively. I want to play safe in my investment, I had sold all my Oil and Gas Maintenance players stocks yesterday and today for a good profit. I believe the quarter results of Dayang, Deleum and Serbadk may not be good, I really do not know the actual performance. I suggest you sell them first and buy back later. Please also read my comments in my last weekly report.
The final decision is always yours.
Thank you. Ooi 寧可天下人負我, 休教我負天下人
See how banker always win. He sold off his share and only inform subscriber. Really bad ethnic sifu. Now all subscriber left behind. See his true face.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
tkl88
8,712 posts
Posted by tkl88 > 2020-05-09 16:51 | Report Abuse
Walaoeh, Oil price going to be super bullish from now onwards !
一个月前卖不动,如今国际原油或将供应短缺!怎么回事?
https://www.baidu.com/#iact=wiseindex%2Ftabs%2Fnews%2Factivity%2Fnewsdetail%3D%257B%2522linkData%2522%253A%257B%2522name%2522%253A%2522iframe%252Fmib-iframe%2522%252C%2522id%2522%253A%2522feed%2522%252C%2522index%2522%253A0%252C%2522url%2522%253A%2522https%253A%252F%252Fmbd.baidu.com%252Fnewspage%252Fdata%252Flandingpage%253Fs_type%253Dnews%2526dsp%253Dwise%2526context%253D%25257B%252522nid%252522%25253A%252522news_9699743094647660452%252522%25257D%2526pageType%253D1%2526n_type%253D1%2526p_from%253D-1%2526innerIframe%253D1%2522%252C%2522isThird%2522%253Afalse%252C%2522title%2522%253Anull%257D%257D
金十数据
05-08 20:44百家榜创作者,金十数据官方帐号,优质财经领域作者
4月中旬,纽约油价惊现负值,让无数人陷入“投资扣光本金还要倒贴钱”的尴尬境地。我们刚刚被科普出现“负油价”的原因是,国际油市供应过剩。然而,不到一个月时间,有分析师就却指出,有迹象显示,国际原油市场可能很快就要从供应过剩,转为供应短缺。这到底是怎么一回事呢?
首先,我们可以从与国际原油市场关系最为密切的油轮收益情况中了解到当前乃至未来原油的供应情况。据国际航运新闻网最新报道,波罗的海国际航运公会(BIMCO)首席航运分析师指出,2020年第一季度,是近十年来大型油轮收益最高的季度之一。这主要是由于一季度油价暴跌,市场比较倾向于囤积原油,待价而沽,可囤油的油轮租金及运价就应声上涨。
据国际航运新闻网(International Shipping News)5月7日消息,近几周,全球原油油轮收益呈大幅下降趋势。短短九天内(4月22日-5月4日),从中东湾到美国湾的超大型油轮的收益就从16.24万美元/天,大跌至3.62万美元/天,降幅近八成。反证可得,这一信号可能意味着国际油市已经逐渐倾向于将原油取出使用,供应也很可能也将不再过剩。
此外,随着欧佩克(OPEC)的减产协议5月开始生效,国际油市逐渐从期货溢价(远期期货价格高于近期期货)向现货溢价(现货价格高于期货价格)转变。而国际原油市场的现货溢价鼓励投资者将石油从库存中取出使用。
此外,中国、美国等多个国家开始复工,也消耗库存原油,进一步提振了国际原油需求。据Market Watch最新公布的报告显示,近几天,由于美国能源部门连续两天抽走汽油库存,美国汽油需求在四周内又创新高。
而中国复工步伐的稳步推进,也将进一步推高原油需求。目前,中国炼化厂的生产已经恢复了70%的产能。而据美国能源情报集团(Energy Intelligence)预测,二季度,中国的能源需求将环比增长100万桶/日,增幅约为10%。