Official Opinion by Tuan Capital

HOW GLOBAL SHORTAGE CAN FEED INTO OUR GAME - MY PICK

tuancapital
Publish date: Mon, 04 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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