Highlights

Official Opinion by Tuan Capital

Author: tuancapital   |   Latest post: Wed, 13 Oct 2021, 2:31 PM

 

STRAITS : ANOTHER BIG LEAGUE GEM?SABAH BUDGET A WIN?

Author: tuancapital   |  Publish date: Wed, 13 Oct 2021, 2:31 PM


We currently waiting for Sabah to table their latest budget.

 

But how much it will affect Straits Energy Resources Berhad?

 

1) Allocation of logistic and infrastructure

 

2) Labuan - Sabah Bridge

 

Straits currently have strong footprints in Sabah especially Labuan. With core business operation in sabah ;

  • Port management
  • Logistic 
  • oil bunkering
  • vessel managment

This upcoming Sabah budget annoucement going to be critical moment for Straits and hopefully will be in our favor.

On my opinion, this is just some add ons or stepping stone in order to enter big league. Nevertheless with or without, Straits still hold strong fundamental.

 

be advised to trade at own risk. Above materials is based on our research.

 

big time home run

Tuan Capital

Labels: STRAITS
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HOW GLOBAL SHORTAGE CAN FEED INTO OUR GAME - MY PICK

Author: tuancapital   |  Publish date: Mon, 4 Oct 2021, 11:26 AM




 

1)DAGANG NEXCHANGE (DNEX)

  • GLOBAL SEMICONDUCTOR SHORTAGE (chips)
    • Silterra Malaysia 

 


2) STRAITS ENERGY RESOURCES BERHAD ( formerly known as Straits Interlogistic Berhad)

  • GLOBAL CONTAINER SHORTAGE
    • Port Management business in Labuan 
    • STS Transhipment hub ( LNG) LABUAN
    • Vessel management business
    • rate hike shipping
  • GLOBAL OILPRICE SURGE
    • Trading oil and bunkering services
    • one of biggest license holder in Malaysia
    • Good relationship with Petronas
    • working over more than 20 ports in Malaysia
    • 6 years straight profit company

P/s: Straits managing director actively purchased stock. Maybe he smells something?

 

Be advised above materials is based on our research and trade at your own risk.


Grand Slam Home Run

Tuan Capital

 

 

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CHINA IS PREPARING FOR EVERGRANDE DOWNFALL - ARE WE PREPARED ENOUGH?

Author: tuancapital   |  Publish date: Thu, 23 Sep 2021, 8:59 PM



BENGALURU (Sept 23): Chinese authorities are asking local governments to prepare for the potential downfall of debt-ridden China Evergrande Group, the Wall Street Journal reported on Thursday, citing officials familiar with the discussion.

The company, China's second-biggest property developer, has US$83.5 million in dollar-bond interest payments due on Thursday on a US$2 billion offshore bond and a US$47.5 million dollar-bond interest payment due next week.

Both bonds would default if Evergrande fails to settle the interest within 30 days of the scheduled payment dates.

 

https://www.theedgemarkets.com/article/china-preparing-evegrandes-downfall-—-report

 

EVERGRANDE SAGA

- 300 bil usd debt

- due coming today (yuan dollar and usd )

- next week payment due from offshore ( not sure whens the date)

Trigger panic towards bond market causes 400bil ++ sell off from asian market bond

- second biggest shareholder to sell all stake in the company

- China give aid to company but will make preparation for evergrande downfall

 

 

Therefore are we prepared enough?

 

Without prejudice

Tuan Capital

23 sept

  eddieleong84 likes this.
 
calvintaneng Yes those hide in the great safety of palm oil will not be affected as Cooking oil is basic food
23/09/2021 9:12 PM

NEXT GEMS FOUND AFTER HUGE PROFIT FROM DNEX

Author: tuancapital   |  Publish date: Tue, 14 Sep 2021, 3:12 PM


Dear investors

Before,
I would like to congratulate for those who hold Dnex when my first post was at RM 0.245.

Today,
I find our market getting condensed and hardly to identify potential stocks in our large market due to our economic and political environment. However, something came across my attention this morning. This one stock showed huge potential upside with very little downside plus grand development planning in the future.
 
STRAITS ENERGY RESOURCES BERHAD 
(formerly known Straits Interlogistic Berhad)
 
Straits Inter Logistics Berhad operates as a holding company.
 
what does company do:
Major revenue derived
1) Oil trading and fuel bunkering services
2) Port operation and management
3) Ship management
4) Inland transportation
5) Investment holding activities
 
This is cutting edge ship service provider across Malaysia region waiting imminent to complete next generation infrastructure of asean shipping business history with huge demand from fleet across world.
 
Summarized for Straits business strength:
 
1. Share price

Straits is the only port operation and management company that holding price below RM1 as compared MMC (RM1.86), Suria (RM1.14) and Westport (RM4.38). All price stated as at to date.

2. STS Energy Transshipment Hub

Company to build largest offshore transhipment hub in Asia. 

“The project is huge. We are creating one of the largest offshore STS liquefied natural gas (LNG) and liquefied petroleum gas (LPG) transshipment hubs in Asia. Its contribution [to revenue] will be quite significant,” Straits group managing director Datuk Seri Ron Ho Kam Choy tells The Edge in an interview.

https://www.theedgemarkets.com/article/straits-inter-logistics-sees-labuan-shiptoship-hub-game-changer

check out at youtube- 
https://youtu.be/aRdXXYZfFu4
 

3. Labuan Liberty Port

Labuan Port is second biggest in Sabah and Sarawak which Straits currently holding 51% through its subsidiary Megah Port Management Sdn Bhd.

http://www.llpm.com.my/index.php?option=com_content&view=article&id=226:labuan-port-is-the-second-biggest-in-sabah-and-sarawak&catid=76:corporate-news-2007&Itemid=147

4. Oil trading and fuel Bunkering business

There are currently 2 major oil trading and bunkering player listed in Bursa Malaysia. Straits andrs Fast energy. Good things about Straits, they long history doing this business and fast energy just enter offcial recently. Like how vehicle needs petrol then fleets needs fuel.

5. 6 Consecutive years Profit 

Company recorded profit from 2016 till to date. 

6. Management takes business seriously

Great management posing 6 years profit without fail. Company manage to turnaround and from 2 fleet, now they have 14 fleet with 6 STS berth operating license and port to manage.

7. Good relationship with Petronas

In this years, Petronas and Straits collaborate to supply fuel marine vessel at Malaysian Port. Imagine whole operation of Petronas supply marine fuel. Sounds monopoly.

https://www.nst.com.my/business/2021/07/705301/straits-inter-petronas-dagangan-supply-marine-fuel-vessels-malaysian-ports

8. Network across region in Malaysia

Straits currently working at 19 ports ( west Malaysia 14 sabah and sarawak 5)

9. Legacy business to be listed

Banle international currently to listed HK exchange. One of way to penetrate business market in HK / China. 

10.  Below 1 bil outstanding share unit issued

780 mil share outstanding

11. Government policy

Amid covid 19 post pandemic( to become endemic), Wee Ka Siong announced import and export business can now be allowed to operate 24 hours.

https://www.freemalaysiatoday.com/category/nation/2021/09/12/import-export-activities-can-now-go-on-for-24-hours-says-wee/

12. Global issued

Shipping rate hike

https://www.mckinsey.com/industries/travel-logistics-and-infrastructure/our-insights/whats-going-on-with-shipping-rates

 

 

Conclusion, same as DNEX,this project will not only contribute and benefit to local but also international. Project gonna be huge and the price currently Straits hold is irrelevant.

 

Be advised all material above is based on our research. Trade at your own risk although we are highly suggest. 

 

 

grand slam homerun
Tuan Capital
 
 
 
 

 

Labels: DNEX
  kandasamy89 likes this.
 
MrFox 0080?
15/09/2021 3:11 PM
Michael Kwok Value investment.If boom early sell early.
16/09/2021 10:22 PM

FROM DOUBT TO CERTAIN - CHECK OUT THIS STOCK

Author: tuancapital   |  Publish date: Wed, 4 Aug 2021, 8:44 PM


DAGANG NEXCHANGE BERHAD

  

From black and white to colours.

From cocoon to butterfly. 

 

DNeX’s SilTerra bags RM1.69b long-term contract from China’s Chipone

 

KUALA LUMPUR: Dagang Nexchange Bhd’s (DNex) subsidiary SilTerra Malaysia Sdn Bhd has secured a multi-year contract worth US$400mil or RM1.69bil (US$1: RM4.23) with ChipOne Technology (Beijing) Co. Ltd.

Under the multi-year agreement, SilTerra will supply wafers which are used in the production of semiconductor devices to ChipOne, it said on Wednesday.

 

ChipOne is a leading driver integrated circuit (IC), touch controller and fingerprint sensor fabless integrated circuit design house in Beijing.

The statement said both companies will work closely on product development and mass production based on SilTerra’s state-of-the-art bipolar-CMOS-DMOS (BCD) technology.

 

DNeX said CMOS and DMOS refers to complementary metal oxide semiconductor and double diffused metal oxide semiconductor respectively.The statement pointed out BCD technology is one of the key building blocks of SilTerra’s smart power technology platform developed to deliver optimum energy efficient products based on proven mature process technology, intellectual property and design kits.


Syed Zainal Abidin Syed Mohamed Tahir Syed Zainal Abidin Syed Mohamed Tahir

Tan Sri Syed Zainal Abidin Syed Mohamed Tahir (pic, above), group managing director of DNeX and also executive chairman of SilTerra said:

“We are pleased for SilTerra to enter into this agreement with one of the leading semiconductor chip design companies in China. This also shows the commitment of the new shareholders of SilTerra in transforming the company through driving sustainable business.”

Syed Zainal said the agreement will also see SilTerra having a guaranteed wafer base load for the next several years and ensure a high factory utilisation rate for the company going forward.

“IC designers are striving to deliver energy efficient products, and this is aligned to strategies towards energy conservation and sustainability. As such, they look to adopt the smart power design techniques as well as advanced power technologies to meet this objective,” he said.

SilTerra will be leveraging on its proven process technology, foundry design kits and intellectual property to deliver optimum energy efficient products.

DNeX recently completed the acquisition of a 60% stake in SilTerra from Khazanah Nasional Bhd.

Together with its partner, Beijing Integrated Circuit Advanced Manufacturing and High-End Equipment Equity Investment Fund Center (Ltd Partnership) (CGP Fund), DNeX expects to transform SilTerra into a competitive global semiconductor technology player that will be able to capitalise on the strong demand for semiconductor chips globally

 

 

 

 

  LimitUp likes this.
 
calvintaneng Long time more for dnex to report certain profits

For palm oil the certainty of profit is here and now this month of August 2021

Certitude is a great thing

I am absolutely certain palm oil companies will report fantastic profits
05/08/2021 11:18 AM
tuancapital palm oil stock making money.semicon stock making money.who doesnt.
05/08/2021 11:44 AM
calvintaneng https://economictimes.indiatimes.com/topic/vegetable-oil
05/08/2021 9:08 PM
calvintaneng CERTAINTY INDEED

See https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-08-06-story-h1569621318-STATISTICS_CLEARLY_SHOW_THAT_PALM_OIL_PALM_OIL_RELATED_MANUFACTURES_DOI.jsp
06/08/2021 6:46 PM
tuancapital dear calvin tan , i have nothing to pursuade or convince you but i hope today performance will tell more .
06/08/2021 7:05 PM
calvintaneng tuan

yours short term

i more long term
06/08/2021 7:07 PM
tuancapital calvin maybe u can tell me more about 'long time more for dnex' on first sentece earliest comment.
06/08/2021 7:25 PM
calvintaneng Tuan

quite simple

Peter Lynch said Companies that acquire new assets will need to spend money first before seeing profits later or words to that effect
06/08/2021 8:13 PM
Letsfly The only thing certain for DNEX is they spent a shit ton of money to buy Silterra.
06/08/2021 10:47 PM

THE NEXT ALL TIME HIGH STOCK OF BURSA

Author: tuancapital   |  Publish date: Fri, 9 Jul 2021, 9:16 PM


DNEX DAGANG NEXCHANGE

 

Relevant:

  • Silterra

Silterra is the only wafer expert in Malaysia

  • Foxconn backed

Foxconn actively involved in company as can see some of them hold quite chunk of share other than foxconn owned.

  • Booming sector business

Dnex advantages :

-information IT  which back by strong governemnt contract

-oil and gas : recently acquired PING Petroleum with low cost upstream producer going to reap high profit of above 70 dollar per barrel oil

-semiconductor : Silterra wafer producer expert with effort to fulfill shortage of chips and upcoming EV business segment

 

Recent news 

https://www.klsescreener.com/v2/news/view/852417

 

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tuancapital walao bro.u really insulted dnex. u know those 5 tech mentioned above if no chips or wafer, they cannot do business?
10/07/2021 3:43 AM
Bgt 9963 Post removed. Why?
10/07/2021 8:54 AM
Goldberg Foxconn, Dagang NeXchange in Talks on Electric-Vehicle Ventures
-------------------------------------------------------------------
July 9, 2021 3:22 am ET | WS Journal

Malaysian information communication technology company Dagang NeXchange Bhd., or DNeX, is in talks with shareholder Foxconn about collaborating in the production of semiconductors and businesses related to the electric-vehicle value chain.

The early stage talks are part of SilTerra Malaysia Sdn. Bhd.’s expansion goals, DNeX managing director Syed Zainal Abidin Syed Mohamed Tahir told The Wall Street Journal. SilTerra is a semiconductor specialist that DNeX is acquiring on expectations of strong multiyear demand for chips.

“Our immediate focus is to penetrate the booming EV market,” Mr. Syed Zainal said. He added that SilTerra has the technical capabilities to develop “a range of new products catered for EVs.”

SilTerra, Malaysia’s only wafer fabrication specialist, plans to move into manufacturing higher-margin products that make use of micro-electromechanical systems and silicon photonics, Mr. Syed Zainal said. The former enables various functions ranging from gesture control, navigation and smart interfacing that facilitate autonomous driving, while the latter can be deployed as sensors for EVs.

Mr. Syed Zainal said other priorities for SilTerra include improving plant utilization and efficiencies as well as new capital investment to ease production bottlenecks amid strong demand for chips. The company expects chip demand to outstrip supply up to 2024.
11/07/2021 11:07 AM
emsvsi EMERGING THEME: ONE CHART TO RULE THEM ALL (SUPERBULL RUN)

https://klse.i3investor.com/blogs/emsvsi/2021-07-11-story-h1567924930-EMERGING_THEME_ONE_CHART_TO_RULE_THEM_ALL_SUPERBULL_RUN.jsp
11/07/2021 12:13 PM


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