the more data centres,the more power is needed,no wonder tenaga n ytlp are unstoppable
https://youtu.be/YaEG2aWJnZ8?si=Txy9GViB7IqxPgUv

Who to partner for jv in msia for Microsoft except Ytlp.Jensen has ady done the due diligence.

https://www.nst.com.my/business/economy/2024/05/1045399/microsoft-invest-rm105bil-malaysias-cloud-and-ai-infrastructure#utm_source=insider&utm_medium=web_push&utm_campaign=template_news_copy_8&webPushId=MjI1OTk=

Tribute to OTB and Dragon328.
https://youtu.be/YaEG2aWJnZ8?si=YVQzQ5vxmhc6Mcbv

Ular hui lai wakaka

The longer the consolidation the greater the spike.

break out of 2.8 will see 3.3....pmx 's semicon masterplan beneficiary this

big tax breaks and other incentives coming for silterra....

https://www.thestar.com.my/news/nation/2024/04/16/miti-to-draw-up-comprehensive-semiconductor-strategic-plan-says-pm-anwar

khazanah sapu dnex,syed can stand aside...lol

https://www.nst.com.my/news/nation/2024/04/1041201/economists-announcement-rm3bil-investments-local-funds-will-boost

Today oil dropped whole day keyfield closed highest,when oil spikes guess what will happen.

Interestingly,the 2 mkts opened today are both green,they are saudi n israel mkts.

Will Dnex spring another china surprise? or foxconn surprise?

Dnex doesnt have much debt n is well connected.Petronas awarded 2 msian oil fields to dnex,Meranti n A cluster.Dnex has secured jobs frm govt depts such as IRB.Khazanah even sold Silterra to dnex.Management has vowed to churn up turnover to RM2 bil either this yr or next.Something big is coming for the ceo to talk as such.

Noted n tq Mr OTB.

Mr OTB,whats your view of dnex? it has oil it has semicon (fab) n has consolidated.

Yes.PMX has just instructed them to do a strategic semicon plan.https://www.thestar.com.my/news/nation/2024/04/16/miti-to-draw-up-comprehensive-semiconductor-strategic-plan-says-pm-anwar

Mana tahu,funds may come in to seek a safe haven.

If oil rises more due to mid east tensions n china recovery,Msia shud not do too badly.after all we are net oil exporter.

Thank you for your insights Mr OTB.Yes,no humans can predict mkts,thats for gods to do.
You have become the no.1 i3 forummer,thats the reason all tom dick n harry want to challenge you. Do not be upsetted by them.You should instead feel honoured. :)

Mr OTB,how do you see the breaking down of sp500 n nasdaq? Will they continue to trend down n in turn affect the world mkts including bursa? What about Nvidia?

Meranti block in msia will draw first oil in 2024.How nice when oil is marching towards usd100.A cluster will draw first oil in 2027.North sea new blocks 2026.

Dnex energy contributed 30% of turnover ,technology 50% IT 20%.
Ping petroleum is the only profit generating sector,the other 2 are losers.

If iran attacks israel with all its might,usa will be forced to engage.
The great uncertainties in the coming weeks favours oil.Once a few oil storage facilities come under fire,usd 100 is a sure bet.

usd100 oil kambing

israel has not responded yet,but uk has...

https://www.malaysiastock.biz/Company-Announcement.aspx?id=1553356

good news...

once israel 'responded',the real show will be on...

https://www.investing.com/commodities/brent-oil

buying always happen in the closing minutes,oil correction is close to being over....shud see better days ahead

Now bursa is O & G theme

China recovery spur oil demand....mid east war ppl hedge against oil rise....russia wants opec + maintain low oil output ...all favours ping petroleum

Tmr one go break 42,43......next week we see 50.

dnex 50 sen kambing

https://oilprice.com/Latest-Energy-News/World-News/Oil-Prices-Rise-as-Chinas-Q1-Economic-Growth-Beats-Expectations.html

hi tiffani,this will be 1.2 sooner than 1.0 :)

Congrats to early bird johor property stks buyers.Welcome to KSL for those who have missed.

Johor property hot like taylor swift,this is the only bright spot for msia.
The reason...the mighty spore $...sama2 ytlp when rm1.1 la.
Now HK is no more ,Spore is the replacement world financial centre.Likewise johor will replace shenzhen.

1 for 1 bonus with 1 free warrant :)

Extremely likely.

Last bonus issue of 1 for 1 was in 2014 when the net profit was RM340 mil.
Now is 10 yrs later and the full yr profit is RM 414 mil and nta Rm 3.6.
Can we have another 1 for 1 bonus or better still 2 for 1 bonus?

Definitely,as price surged with huge volume when dow was plummetimg.

Eric Fong

Price suddenly surge, i guess there must be some good news in future that we dunno.

Otb u hv 178 followers in i3,whereas ks55 has 5.Period.

Simple maths,those bought at 1.1 ady gained nearly 300%

I say still belum tahu who is right,but fact is Otb reco at 1.1

Whereas ks55 is merely giving his opinion without much figures to back up

Obviously Otb n Dragon had spent many hrs working out the maths

ytl n ytlp prices are driven mainly by profit of
power seraya spore,thats the catalyst
for cmsb,trans borneo railway will be the catalyst
stocks dont move without catalysts

A Jo is no goreng kaki,unlike white hair.Cmsb was once over rm30 per ticket during its heyday.