Hi guys,
By now It looks like Oil & Gas Theme Play Is Accelerating Upward in A Most Powerful Uptrend!
Why is it so?
The Answer is in PENGERANG'S PETRONAS RAPID IN JV WITH SAUDI ARAMCO
A Mammoth USD28 BILLIONS Project more than RM100 BILLIONS Already Committed, Completed & Commensing Now!
If we take just 5% interest payment it will be A Whopping Rm5 BILLIONS Per Year.
How to find that RM5 BILLIONS (not including maintainence, upkeep & man power)?
IT WILL BE A HUGE CHALLENGE OF RM50 BILLIONS TO RM100 BILLIONS GROSS REVENUE
SO RAPID WILL REFINE 300,000 BARRELS OF CRUDE OIL DAILY
Saudi has committed to supply 150,000 barrels. Petronas will provide the other 150,000 barrels a day which translates to about 54.7 MILLION BARRELS OF OIL A YEAR
NOW WHERE TO FIND THIS HUGE SHORTFALL OF ALMOST 55 MILLION BARRELS OF CRUDE OIL?
Country |
Oil Production (bbl/day)[1] |
Oil Production per capita (bbl/day/ million people)[5] |
|
---|---|---|---|
- | World Production | 80,622,000 | 10,798 |
01 |
![]() |
11,700,000 | 35,922 |
02 |
![]() |
11,200,000 | 73,292 |
03 |
![]() |
10,460,710 | 324,866 |
04 |
![]() |
4,451,516 | 119,664 |
05 |
![]() |
3,990,956 | 49,714 |
06 |
![]() |
3,980,650 | 2,836 |
07 |
![]() |
3,662,694 | 100,931 |
08 |
![]() |
3,106,077 | 335,103 |
09 |
![]() |
2,923,825 | 721,575 |
10 |
![]() |
2,515,459 | 12,113 |
11 |
![]() |
2,276,967 | 69,914 |
12 |
![]() |
2,186,877 | 17,142 |
13 |
![]() |
1,999,885 | 10,752 |
14 |
![]() |
1,769,615 | 61,417 |
15 |
![]() |
1,647,975 | 313,661 |
16 |
![]() |
1,595,199 | 88,686 |
17 |
![]() |
1,622,902 | 592,799 |
18 |
![]() |
1,348,361 | 33,205 |
19 |
![]() |
1,006,841 | 217,178 |
20 |
![]() |
1,003,000 | 159,383 |
21 |
![]() |
939,760 | 14,284 |
22 |
![]() |
897,784 | 18,452 |
22 |
![]() |
833,667 | 3,192 |
23 |
![]() |
833,538 | 85,710 |
24 |
![]() |
734,180 | 554 |
25 |
![]() |
661,240 | 21,202 |
26 |
![]() |
548,421 | 33,470 |
27 |
![]() |
510,560 | 11,644 |
28 |
![]() |
504,000 | 25,469 |
29 |
![]() |
494,325 | 5,166 |
31 |
![]() |
308,363 | 60,168 |
32 |
![]() |
301,850 | 3,194 |
33 |
![]() |
289,749 | 12,010 |
34 |
![]() |
257,525 | 3,667 |
35 |
![]() ![]() |
255,000 | 4,932 |
36 |
![]() |
230,779 | 40,759 |
37 |
![]() |
227,000 | 125,068 |
38 |
![]() |
210,820 | 106,528 |
39 |
![]() |
140,637 | 24,369 |
40 |
![]() |
110,156 | 7,393 |
41 |
![]() |
109,117 | 257,959 |
42 |
![]() |
100,549 | 3,564 |
43 |
![]() |
93,205 | 3,983 |
44 |
![]() |
84,746 | 438 |
45 |
![]() |
70,675 | 1,189 |
46 |
![]() |
60,661 | 47,839 |
47 |
![]() |
60,090 | 44,054 |
48 |
![]() |
58,077 | 5,334 |
49 |
![]() |
56,667 | 7,013 |
50 |
![]() |
52,913 | 1,682 |
51.5 |
![]() |
50,000 | 35,087 |
51.5 |
![]() |
50,000 | 4,357 |
53 |
![]() |
49,497 | 622 |
54 |
![]() |
48,757 | 4,275 |
55 |
![]() |
46,839 | 571 |
56 |
![]() |
40,266 | 1,267 |
57 |
![]() |
35,574 | 7,633 |
58 |
![]() |
31,989 | 720 |
59.5 |
![]() |
30,000 | 1,265 |
59.5 |
![]() |
30,000 | 1,627 |
61 |
![]() |
25,000 | 2,637 |
62 |
![]() |
23,426 | 7,739 |
63 |
![]() |
22,915 | 7,901 |
64 |
![]() |
22,000 | 797 |
65 |
![]() |
20,104 | 525 |
67 |
![]() |
20,000 | 254 |
67 |
![]() |
20,000 | 193 |
67 |
![]() |
20,000 | 2,272 |
69 |
![]() |
18,087 | 1,070 |
70 |
![]() |
17,000 | 30,465 |
71 |
![]() |
16,418 | 253 |
72 |
![]() |
15,161 | 1,742 |
73 |
![]() |
15,000 | 284 |
74 |
![]() |
13,833 | 1,426 |
75 |
![]() |
13,582 | 3,223 |
76 |
![]() |
13,000 | 631 |
77 |
![]() |
8,977 | 544 |
78 |
![]() |
5,000 | 1,162 |
79 |
![]() |
4,423 | 247 |
80 |
![]() |
4,189 | 25 |
81 |
![]() |
3,918 | 30 |
82 |
![]() |
3,172 | 285 |
83 |
![]() |
2,667 | 57 |
84 |
![]() |
2,333 | 220 |
86 |
![]() |
2,000 | 5,464 |
86 |
![]() |
2,000 | 689 |
86 |
![]() |
2,000 | 35 |
89 |
![]() |
1,000 | 3,521 |
89 |
![]() |
1,000 | 140 |
89 |
![]() |
1,000 | 169 |
91 |
![]() |
400 | 102 |
92 |
![]() |
390 | 47 |
93 |
![]() |
200 | 37 |
94 |
![]() |
196 | 8 |
95 |
![]() |
180 | 20 |
96 |
![]() |
160 | 4 |
97 |
![]() |
22 | 2 |
98 |
![]() |
5 | 2 |
Above chart shows Malaysia Crude Oil production is 661,240 barrels a day which is about 241.3 Million Barrels a year
And Consumption?
See chart below
Rank | Country/Region |
Oil consumption (bbl/day) |
Year |
---|---|---|---|
- | World | 99,558,000 | 2018 |
1 |
![]() |
19,880,000 | 2017 |
- |
![]() |
15,000,000[4] | 2017 |
2 |
![]() |
13,226,000 | 2017 |
3 |
![]() |
4,690,000 | 2017 |
4 |
![]() |
3,988,000 | 2017 |
5 |
![]() |
3,918,000 | 2017 |
6 |
![]() |
3,224,000 | 2017 |
7 |
![]() |
3,017,000 | 2017 |
8 |
![]() |
2,796,000 | 2017 |
9 |
![]() |
2,447,000 | 2017 |
10 |
![]() |
2,428,000 | 2017 |
11 |
![]() |
1,947,000 | 2015 |
12 |
![]() |
1,926,000 | 2015 |
13 |
![]() |
1,606,000 | 2015 |
14 |
![]() |
1,628,000 | 2015 |
15 |
![]() |
1,559,000 | 2015 |
16 |
![]() |
1,344,100 | 2015 |
17 |
![]() |
1,339,000 | 2015 |
18 |
![]() |
1,262,000 | 2015 |
19 |
![]() |
1,226,000 | 2015 |
20 |
![]() |
1,031,100 | 2015 |
21 |
![]() |
1,006,000 | 2015 |
22 |
![]() |
835,000 | 2015 |
22 |
![]() |
835,000 | 2015 |
24 |
![]() |
831,000 | 2015 |
25 |
![]() |
824,000 | 2015 |
26 |
![]() |
818,000 | 2011 est. |
27 |
![]() |
678,100 | 2011 est. |
28 |
![]() |
644,400 | 2011 est. |
29 |
![]() |
590,900 | 2011 est. |
30 |
![]() |
576,600 | 2011 est. |
31 |
![]() |
572,100 | 2011 est. |
32 |
![]() |
571,000 | 2011 est. |
33 |
![]() |
426,700 | 2011 est. |
34 |
![]() |
343,400 | 2011 est. |
35 |
![]() |
339,000 | 2011 est. |
36 |
![]() |
333,900 | 2013 est. |
37 |
![]() |
321,700 | 2011 est. |
38 |
![]() |
320,600 | 2011 est. |
39 |
![]() |
316,400 | 2011 est. |
40 |
![]() |
316,000 | 2011 est. |
41 |
![]() |
315,600 | 2011 est. |
42 |
![]() |
314,000 | 2011 est. |
43 |
![]() |
287,000 | 2011 est. |
44 |
![]() |
280,000 | 2012 est. |
45 |
![]() |
271,600 | 2011 est. |
46 |
![]() |
259,900 | 2012 est. |
47 |
![]() |
259,700 | 2011 est. |
48 |
![]() |
258,800 | 2011 est. |
49 |
![]() |
258,200 | 2011 est. |
50 |
![]() |
255,200 | 2011 est. |
51 |
![]() |
247,000 | 2017 |
52 |
![]() |
244,200 | 2011 est. |
53 |
![]() |
238,400 | 2011 est. |
54 |
![]() |
210,700 | 2011 est. |
55 |
![]() |
206,900 | 2012 est. |
56 |
![]() |
204,800 | 2011 est. |
57 |
![]() |
203,600 | 2011 est. |
58 |
![]() |
199,000 | 2011 est. |
59 |
![]() |
189,700 | 2012 est. |
60 |
![]() |
188,800 | 2011 est. |
61 |
![]() |
177,000 | 2011 est. |
62 |
![]() |
168,000 | 2011 est. |
63 |
![]() |
160,200 | 2011 est. |
64 |
![]() |
151,600 | 2011 est. |
65 |
![]() |
150,200 | 2011 est. |
66 |
![]() |
148,900 | 2011 est. |
67 |
![]() |
145,000 | 2011 est. |
68 |
![]() |
144,000 | 2011 est. |
69 |
![]() |
141,100 | 2011 est. |
70 |
![]() |
137,100 | 2011 est. |
71 |
![]() |
122,300 | 2011 est. |
72 |
![]() |
112,700 | 2011 est. |
73 |
![]() |
108,900 | 2011 est. |
74 |
![]() |
107,000 | 2011 est. |
75 |
![]() |
106,700 | 2011 est. |
76 |
![]() |
106,100 | 2011 est. |
77 |
![]() |
98,890 | 2011 est. |
78 |
![]() |
98,000 | 2011 est. |
79 |
![]() |
95,450 | 2011 est. |
80 |
![]() |
89,620 | 2011 est. |
81 |
![]() |
88,380 | 2011 est. |
82 |
![]() |
83,910 | 2011 est. |
83 |
![]() |
80,810 | 2011 est. |
84 |
![]() |
79,430 | 2011 est. |
85 |
![]() |
79,410 | 2011 est. |
86 |
![]() |
78,520 | 2011 est. |
87 |
![]() |
74,410 | 2012 est. |
88 |
![]() |
72,770 | 2013 est. |
89 |
![]() |
72,000 | 2010 est. |
90 |
![]() |
70,390 | 2011 est. |
91 |
![]() |
61,590 | 2011 est. |
92 |
![]() |
61,380 | 2011 est. |
93 |
![]() |
58,430 | 2011 est. |
94 |
![]() |
58,150 | 2011 est. |
95 |
![]() |
55,560 | 2013 est. |
96 |
![]() |
52,930 | 2011 est. |
97 |
![]() |
51,450 | 2012 est. |
98 |
![]() |
51,100 | 2011 est. |
99 |
![]() |
50,200 | 2011 est. |
100 |
![]() |
49,080 | 2011 est. |
101 |
![]() |
45,300 | 2011 est. |
102 |
![]() |
44,040 | 2011 est. |
103 |
![]() |
43,310 | 2011 est. |
104 |
![]() |
41,000 | 2011 est. |
105 |
![]() |
40,620 | 2011 est. |
106 |
![]() |
40,600 | 2011 est. |
107 |
![]() |
39,350 | 2011 est. |
108 |
![]() |
38,390 | 2011 est. |
109 |
![]() |
36,320 | 2011 est. |
110 |
![]() |
36,300 | 2011 est. |
111 |
![]() |
31,340 | 2011 est. |
112 |
![]() |
30,690 | 2011 est. |
113 |
![]() |
29,410 | 2011 est. |
114 |
![]() |
29,310 | 2011 est. |
115 |
![]() |
29,170 | 2011 est. |
116 |
![]() |
28,670 | 2011 est. |
117 |
![]() |
27,540 | 2011 est. |
118 |
![]() |
26,820 | 2011 est. |
119 |
![]() |
26,340 | 2011 est. |
120 |
![]() |
24,920 | 2011 est. |
121 |
![]() |
24,710 | 2011 est. |
122 |
![]() |
24,630 | 2011 est. |
123 |
![]() |
22,990 | 2011 est. |
124 |
![]() |
21,610 | 2011 est. |
125 |
![]() |
20,770 | 2011 est. |
126 |
![]() |
20,090 | 2013 est. |
127 |
![]() |
19,580 | 2011 est. |
128 |
![]() |
19,520 | 2011 est. |
129 |
![]() |
19,260 | 2011 est. |
130 |
![]() |
19,030 | 2011 est. |
131 |
![]() |
18,430 | 2011 est. |
132 |
![]() |
18,120 | 2011 est. |
133 |
![]() |
17,810 | 2011 est. |
134 |
![]() |
17,490 | 2011 est. |
135 |
![]() |
17,480 | 2011 est. |
136 |
![]() |
17,280 | 2011 est. |
137 |
![]() |
16,930 | 2011 est. |
138 |
![]() |
16,640 | 2011 est. |
139 |
![]() |
15,800 | 2011 est. |
140 |
![]() |
15,420 | 2011 est. |
141 |
![]() |
15,320 | 2012 est. |
142 |
![]() |
15,000 | 2012 est. |
143 |
![]() |
14,640 | 2011 est. |
144 |
![]() |
14,490 | 2011 est. |
145 |
![]() |
14,100 | 2011 est. |
146 |
![]() |
14,000 | 2011 est. |
147 |
![]() |
13,640 | 2011 est. |
148 |
![]() |
12,460 | 2011 est. |
149 |
![]() |
12,060 | 2011 est. |
150 |
![]() |
10,910 | 2011 est. |
151 |
![]() |
10,710 | 2011 est. |
152 |
![]() |
10,240 | 2011 est. |
153 |
![]() |
9,960 | 2011 est. |
154 |
![]() |
8,768 | 2011 est. |
155 |
![]() |
8,671 | 2011 est. |
156 |
![]() |
8,339 | 2011 est. |
157 |
![]() |
8,000 | 2011 est. |
158 |
![]() |
7,793 | 2011 est. |
159 |
![]() |
7,376 | 2013 est. |
160 |
![]() |
7,044 | 2011 est. |
161 |
![]() |
6,875 | 2011 est. |
162 |
![]() |
5,661 | 2011 est. |
163 |
![]() |
5,659 | 2011 est. |
164 |
![]() |
5,629 | 2011 est. |
165 |
![]() |
5,245 | 2011 est. |
166 |
![]() |
5,115 | 2011 est. |
167 |
![]() |
5,000 | 2011 est. |
168 |
![]() |
4,994 | 2011 est. |
169 |
![]() |
4,871 | 2011 est. |
170 |
![]() |
4,567 | 2011 est. |
171 |
![]() |
4,480 | 2011 est. |
172 |
![]() |
4,446 | 2011 est. |
173 |
![]() |
4,229 | 2011 est. |
174 |
![]() |
3,897 | 2011 est. |
175 |
![]() |
3,533 | 2011 est. |
176 |
![]() |
3,391 | 2011 est. |
177 |
![]() |
3,181 | 2011 est. |
178 |
![]() |
3,175 | 2011 est. |
179 |
![]() |
3,141 | 2011 est. |
180 |
![]() |
2,922 | 2011 est. |
181 |
![]() |
2,922 | 2011 est. |
182 |
![]() |
2,803 | 2011 est. |
183 |
![]() |
2,755 | 2011 est. |
184 |
![]() |
2,747 | 2012 est. |
185 |
![]() |
2,608 | 2011 est. |
186 |
![]() |
2,290 | 2011 est. |
187 |
![]() |
1,948 | 2011 est. |
188 |
![]() |
1,948 | 2011 est. |
189 |
![]() |
1,817 | 2011 est. |
190 |
![]() |
1,777 | 2011 est. |
191 |
![]() |
1,728 | 2011 est. |
192 |
![]() |
1,719 | 2011 est. |
193 |
![]() |
1,588 | 2011 est. |
194 |
![]() |
1,496 | 2011 est. |
195 |
![]() |
1,221 | 2011 est. |
196 |
![]() |
1,170 | 2011 est. |
197 |
![]() |
1,070 | 2011 est. |
198 |
![]() |
1,025 | 2011 est. |
199 |
![]() |
1,000 | 2011 est. |
200 |
![]() |
1,000 | 2011 est. |
201 |
![]() |
1,000 | 2011 est. |
202 |
![]() |
999 | 2011 est. |
203 |
![]() |
974 | 2011 est. |
204 |
![]() |
974 | 2011 est. |
205 |
![]() |
918 | 2011 est. |
206 |
![]() |
904 | 2011 est. |
207 |
![]() |
300 | 2011 est. |
208 |
![]() |
300 | 2011 est. |
209 |
![]() |
100 | 2011 est. |
From Chart No. 1 you can see that Malaysia produces 661,240 barrels of oil a day at Top 25th position
661,240 barrels a day means 241.3 Million barrels a year
That's how much Oil Malaysia produces
Now we consume 831,000 barrels a day which is 303.3 Million Barrels a year
So there is a shortfall of 62 Million barrels of oil per year.
Now the question is
HOW IS IT POSSIBLE THAT MALAYSIA IS MAKING MONIES BY SELLING CRUDE OIL
IF SHE CONSUMES MORE THAT SHE PRODUCES?
The ANSWER is THIS:
1) Malaysia produce the sweet crude called Brent which is priced around USD60 per barrel now. And Malaysia exports this to 1st world nation. because it contains less sulphur.
And Malaysia buys the "sour crude" now around USD$50 for its own consumption. So there is a 20% gain
2) Malaysia also produce about 80 billion cubit meter of Natural Gas and only consume about 43 billion cubit of natural gas a year
SO THERE IS A SURPLUS OF 37 BILLION CUBIT OF NATURAL GAS WHICH MALAYSIA EXPORTS TO JAPAN AND OTHER COUNTRIES
That's how PETRONAS MAKES ITS MONEY
Now we already got a small shortfall of 62 million barrels of crude per year. This shortfall has been mitigated by the use of Natural Gas.
BUT PETRONAS NEEDS ANOTHER 55 MILLION BARRELS OF CRUDE OIL FOR ITS REFINERY IN RAPID
That is a High Calling
THAT IS WHY PETRONAS HAS BEEN RAMPING UP JOB AWARDS TO MANY O&G SERVICE PROVIDERS
This New Surge of Job Awards have already thrown up by the exceedingly good results of Carimin, Dayang & Naim
This will soon be followed by all other Oil entities in Malaysia
SO THE POWERFUL BULL RUN IN O&G COUNTERS IS NOW ON THE WAY
BIG QUESTION IS
WHICH ARE THE O&G COUNTERS THAT WILL BENEFIT THE MOSTEST
Can we find the Ones with the Best Prospects yet with High Defensive Qualities?
(THE PAST LEAN YEARS WHEN OIL WAS USD$30 PER BARREL HAVE CAUSED MANY TO BE INSOLVENT AND SOME TEETHERING ON BANKRUPTCY) THOSE THAT SURVIVED WILL HAVE LESS COMPETITION
LAST TIME ALL THESE NEED PETRONAS. NOW IS PETRONAS' TURN IN NEED OF THEM
PETRONAS WILL NEED THE SUPPORT OF EVERY O&G ENTITIES TO GET THAT 55 MILLION BARRELS OF CRUDE OIIL - AT SO CRUCIAL A TIME LIKE NOW
THE FORTUNES OF MALAYSIA DEPENDS ON REVENUE FROM PETRONAS
Now baby Carimin is up. Taiko Dayang also up. And Naim pulled up by Dayang
My Next Chun Chun Buy Call is AZRB (7078)
Why AZRB?
These are the Top Reasns
1) AT 35 SEN TODAY AND NTA OF 89 SEN AZRB IS SELLING AT A HUGE DISCOUNT OF 60% WHICH PROVIDES A MARGIN OF SAFETY.
2) AT ITS PEAK AFTER ADJUSTED FOR CAPITAL EXERCISE AZRB WAS OVER RM1.40. SO NOW IS ALMOST AT 10 YEAR LOW BY 75% DISCOUNT
3) AHMAD ZAKI IS A TOP A CLASS BUMI CONTRACTOR. WINNING PROJECTS ON ITS OWN MERIT AND EXPERTISE FOR MANY YEARS. IT IS ON PAR WITH EVEN MANY TOP CLASS A NON BUMI CONTRACTORS.
4) THIS JANUARY 3RD 2019 PETRONAS HAS RENEWED AZRB MARINE OIL SUPPLY IN KEMAMAN FOR ANOTHER 5 YEARS FROM 2019 TO 2023. THIS ACCELERATED OIL EXTRACTION BOOM TIME WILL ADD IMMENSE BUSINESS TO AZRB
5) FURTHER UP NORTH IN TOK BALI, KELANTAN PETRONAS IS INJECTING RM26 MILLIONS IN JV WITH AZRB TO DEEPEN THE PORT FOR BIGGER VESSELS TO DOCK
SO AZRB WILL SEE VERY BRIGHT PROSPECT GOING FORWARD INTO THIS MOMENTOUS TIME WHEN RAPID IS FIRING UP
6) NOW FROM FEEDBACKS THERE WAS A MAJOR CONCERN. AZRB HAS HIGH DEBT & THE LAST QUARTER PROFIT WAS LACK LUSTER
Refer to Latest Qtr balance sheet
The Total borrowings of AZRB is about Rm2.5 Billions
Now see this is backed by Defensive Assets
PPE Rm326 Millions
Concession Services Rm1.13 Billions
Other Investments Rm559 millions
CASH Rm280 millions
Rm213 Biological Assets Rm213 millions
TOTAL: RM2.508 Billions
AZRB has a Toll Road with Almost One Billion Rm expended.
EAST KALNG VALLEY EXPRESS WAY COMPLETNG IN YEAR END 2019
The East Klang Valley Expressway, EKVE is a new expressway under construction in Klang Valley, Malaysia. The 39.5-kilometre-long (24.5 mi) expressway will connect Ukay Perdana in Ampang, Selangor and Bandar Sungai Long in Kajang. This expressway is part of the Kuala Lumpur Outer Ring Road (KLORR). The construction of the expressway was started on 1 September 2015.[1] The entire expressway is expected to be completed by 2019.[1] Once completed, the expressway will benefit 140,000 motorists per day.[2]
And secured a Teaching Hospital Concession for RM600 Millions
IIUM signed a Concession Agreement (CA) with Ahmad Zaki Resources Berhad (AZRB) and Ministry of Higher Education (MOHE) to design and build a Teaching Hospital in IIUM Kuantan Campus.
During the signing ceremony on 21th September 2011 at Putrajaya Marriott Hotel, MOHE was represented by its Secretary General Datuk Ab. Rahim Md. Noor, IIUM by its Rector, Prof. Dato’ Dr. Zaleha Kamaruddin, while AZRB by its Group Managing Director Dato’ Zakariah Haji Wan Muda.
SO MANY OF THESE ARE RECESSION PROOFS
HEALTH CARE, TOLL ROAD, OIL SUPPLY BASE & OTHERS
AZRB HAS SECURED THE OIL SUPPLY HUB FOR KEMAMAN & NOW EXPANDING TOK BALI FOR ITS SUPPLY HUB TO PETRONAS, TO THAILAND AND EVEN AS FAR AS VIETNAM
AND AZRB OIL PALM IN KALIMANTAN IS NOW MATURING. IT HAS EVEN ITS OWN PALM OIL MILL FOR EXTRACTION
A CHECK WITH ITS LAST FEW QUARTERS UNDER PERFORMANCE WAS DUE TO THE VERY WEAK RUPIAH AGAINST THE US DOLLAR. AND AZRB MARKED DOWN THE BIOLOGICAL ASSETS BY RM20 MILLIONS. THIS SHOULD REVERT AS THE RUPIAH HAS STENGTHENED. TAKING THIS ONE OFF CURRENCY FLUCTUATION AZRB ACTUALLY HAS A SINGLE DIGIT P/E!
ANOTHER OVERLOOKED GREAT POSITIVE
WHEN PH GOVT SCALED DOWN GAMUDA UNDER GROUND TUNNELING AND DEFERMENT OF 2 MRT STATIONS IN BANDAR MALAYSIA - AZRB ESCAPED PRACTICALLY UNSCATHED AS ITS SERDANG - SG BULOH MRT WERE ALL ABOVE GROUND. SO FAR SO GOOD
AND THESE ARE THE PROJECTS IN HAND WHICH SHOULD PROPEL STRONG EARNINGS PER SHARE GOING INTO 2019, 2020 & BEYOND
On 11 April 2017, TB Supply Base Sdn. Bhd. (“TBSB”), a 51%-owned subsidiary of the Company entered into a 2 years service contract with Carigali Hess Operating Company Sdn. Bhd. (“Carigali Hess”) at the Tok Bali Supply Base in Kelantan.
On 7 September 2017, Ahmad Zaki Sdn. Bhd., a wholly-owned subsidiary of the Company received a Letter of Acceptance (“LoA”) from BBCC Development Sdn. Bhd. (the “Award”) for Substructure Package B2 (Parcel 4 and 5): Earthworks, Piling, Diaphragm Wall, RC Works, Pencawang Masuk Utama (PMU) and Pencawang Pembahagian Utama (PPU) Works (the “Works”). The Award for the Works amounts to a total value of RM221,900,000.
On 13 October 2017, Ahmad Zaki Sdn. Bhd., a wholly-owned subsidiary of the Company received and accepted a Letter to Successful Nominated Sub-Contractor from Mass Rapid Transit Corporation Sdn. Bhd. (the “Award”) for a project known as “Projek Mass Rapid Transit Laluan 2: Sungai Buloh-SerdangPutrajaya – Package S206: Construction and Completion of Elevated Stations and Other Associated Works at Serdang Raya (South), Seri Kembangan and UPM” (the “Works”). The Award for the Works amounts to a total value of RM288,470,744.
On 21 December 2017, Ahmad Zaki Sdn. Bhd., a wholly-owned subsidiary of the Company received and accepted a Letter of Award from Institute of Technology Petronas Sdn. Bhd. (the “Award”) for a project known as “The Proposed Construction and Completion of Block 11 & Block 12 of Academic Buildings for Faculty of Geosciences and Petroleum Engineering and TNB 33kv Substation at University Technology Petronas, Bandar Seri Iskandar, Perak Darul Ridzuan” (the “Contract Works”). The Award for the Contract Works amounts to a total value of RM138,380,277.
Ahmad Zaki Sdn Bhd had on 16 May 2018, received and accepted a Letter of Acceptance from PNB Merdeka Ventures Sdn Bhd (“the Award”) for a project known as “Construction of Jalan Hang Jebat, Jalan Stadium (Victoria Institutions) and Chinwoo Tunnels, Elevated U-Turn and Flyover, Galloway Pedestrian Bridge, Relocation of Existing Utilities, Upgrading and Improvement of Surface Road and Associated Works, Mukim Bandar Kuala Lumpur, Daerah Kuala Lumpur, Wilayah Persekutuan” (“the Contract Works”).
The Award for the Contract Works amounted to a total value of RM197,961,918.51 excluding GST. The Contract Works shall commence on 21 May 2018 and is to be completed within 883 calendar days from commencement date.
The Contract Works is expected to contribute positively to the Group’s future earnings.
Ahmad Zaki Resources Berhad (“AZRB or the Company”) is pleased to announce that its wholly-owned subsidiary, Ahmad Zaki Sdn Bhd has on 21 December 2017, received and accepted a Letter of Award from Institute of Technology Petronas Sdn Bhd (“the Award”) for a project known as “The Proposed Construction and Completion of Block 11 & Block 12 of Academic Buildings for Faculty of Geosciences and Petroleum Engineering and TNB 33kv Substation at Universiti Teknologi Petronas, Bandar Seri Iskandar, Perak Darul Ridzuan” (“the Contract Works”).
The Award for the Contract Works amounted to a total value of RM138,380,277.91. The Contract Works is expected to be completed in the next 30 months until 15 July 2020.
COMING UP NEXT:
IF ECRL IS RESTORED WITH CHINA OR LOCAL CONSTRUCTION COMPANIES WHAT WILL BE THE IMPLICATIONS FOR AZRB, TDM & TALAM LAND BANKS?
Please Note:
Please buy or sell after doing your own due diligence.
BEST REGARDS
Calvin Tan Research
Created by calvintaneng | Aug 23, 2024
Created by calvintaneng | Aug 22, 2024
Created by calvintaneng | Aug 03, 2024
this 5% invested spread over 50 stocks.....
people distributing already also u would not know.......and also no difference to u........
2019-02-13 17:15
this one day one thing calvin......
when he lies, when he tell the truth....God only know......
2019-02-13 17:21
Posted by apolloang > Feb 13, 2019 05:26 PM | Report Abuse
datuk calvin sold house hentam sasbabi 21.5cts 1 mil shares ar RM215k?
APOLLO
sasbadi ok but will take time
RIGHT NOW THE WHEEL OF INDUSTRY IS TURNING UP IN PENGERANG RAPID
ALL O&G STOCKS ARE RUNNING NOW!!!
THE ONES WITH STRONG EPS (EARNINGS PER SHARE) RUN UP FIRST
HEAVY WEIGHT WILL ALSO FOLLOW LATER
SO MUST FOCUS NOW ON O&G!!!
2019-02-13 17:29
Correctloh...raider just follow Sifu calvin already make a few thousand bucks loh....!!
Sifu calvin one of the best margin of safety investor mah...!!
Posted by calvintaneng > Feb 13, 2019 05:19 PM | Report Abuse
Posted by qqq3 > Feb 13, 2019 05:15 PM | Report Abuse
this 5% invested spread over 50 stocks.....
people distributing already also u would not know.......and also no difference to u........
HAHAHA!
YOU ARE THE STUPID QUACK WHO IS AN IGNORAMOUS
CALVIN JUST SOLD 2 HOUSES AND LOADING UP ON O&G STOCKS!!
2019-02-13 17:29
Posted by KAQ4468 > Feb 13, 2019 05:27 PM | Report Abuse
sasbabi + butaland = babibuta
u know malay word or not?mana got babibuta one.....butababi got lah….hahaha
2019-02-13 17:30
Posted by apolloang > Feb 13, 2019 05:37 PM | Report Abuse
mphb again or dialog?
I bought dialogue at 60 sen years back and Osk people say good
At that time I could not see anything good in dialogue so I let it go for a few cents profit
Aiyoyo
When I finally realised that Dialogue is storing those millions of barrels of oil in Giant Containers then I knew I made a Big Mistake
Dialogue already crossed Rm3.00
Too late to buyback or chase
Mphbcap still cheap now
2019-02-13 17:45
calvin talk rear view pandai....
got front view or not?
people get the cake already....now asking people for crumbs....
2019-02-13 17:48
Posted by qqq3 > Feb 13, 2019 05:48 PM | Report Abuse
calvin talk rear view pandai....
got front view or not?
people get the cake already....now asking people for crumbs....
REAR VIEW?
YOU ARE CORRECT LOH
CAN SEE THIS QUACK QUACK LEFT FAR BEHIND NOW AT THE REAR VIEWING CALVIN BULL STOCK NAIM GOING UP FROM 47 SEN TO 73 SEN
UP 55% HOHOHO!!!
2019-02-13 17:53
stock brokers hot favorites...Serba and MBM........
U can pump all u like and not be accused of PnD.......
all from public records.....
2019-02-13 17:55
Don't be misled by quack
SEE CALVIN CHUN CHUN FORECAST COMING TRUE
MASSIVE INVESTMENT INTO PENGERANG'S CHEMICAL INDUSTRIES
See
https://www.thestar.com.my/metro/metro-news/2019/02/13/johor-looking-to-boost-investments-in-petrochemicals-food/
2019-02-13 17:58
calvin...u are bullish in Pengerang...there are better and more relevant stocks than you stock picks........
2019-02-13 18:09
Somehow I find the fact that Calvin tan can suddenly smell profit in our&g stocks, suddenly sell 2 houses ( that fast? At a loss?) And have the guts to all in on o&g stock in less than a month to be very very suspicious.
Anyway, I'm at taking calvinT with a grain of salt, what is one more grain?
Good luck Calvin. May you be blessed.
2019-02-13 18:13
Hahaha
I am very busy now
I have been buying carimin, naim, azrb. Added more mphbcap on weakness
No time for small talk
SHALL LOAD UP MORE
More O&G stocks researching this evening
SO HAPPY NOW!!!
2019-02-13 18:21
Note
I taken profit on carimin too early.
Never mind. I loaded up on Naim & now AZRB!!!
Give me a "FIVE"!!!
2019-02-13 18:22
calvin so wad about choobee ? Margin of safety ? Earning ? Dividend... net cash
All good good.. nta also high high..
2019-02-13 19:01
Choobee is good.
BUT I think Bull run still in O&G stocks which will excel
2019-02-13 19:06
I have been shouting "undervalued" for AZRB for months.
It's last few quarters' reported EPS was very much impacted by forex loss in its Indonesian palm oil plantation segment. However, this issue will not happen since Oct'18 as Indonesian Rupiah has strengthened.
I am certain that AZRB is going to register much higher EPS for Oct-Dec'18. It will be much higher QoQ and YoY. Mark my words.
2019-02-13 20:42
Posted by value88 > Feb 13, 2019 08:42 PM | Report Abuse
I have been shouting "undervalued" for AZRB for months.
It's last few quarters' reported EPS was very much impacted by forex loss in its Indonesian palm oil plantation segment. However, this issue will not happen since Oct'18 as Indonesian Rupiah has strengthened.
I am certain that AZRB is going to register much higher EPS for Oct-Dec'18. It will be much higher QoQ and YoY. Mark my words.
CALVIN THINKS THIS IS THE MOST INTELLIGENT COMMENT
A BIG THUMBS UP!!!
2019-02-13 22:59
Azrb try to handle too many things.. thats why their profit margin is very low. Hopefully will bounce back for those who bought above 0.50
2019-02-14 00:44
Posted by Nicholasming91 > Feb 14, 2019 12:44 AM | Report Abuse
Azrb try to handle too many things.. thats why their profit margin is very low. Hopefully will bounce back for those who bought above 0.5
Margin low?
Not for long
1) Rupiah recovering now
2) Toll Road ready for collection year end
3) Tok Bali ready to do more business
4) More sale of marine oil in Kemaman & Tok Bali due to heightened activity to hurry more supplies for RAPID in Pengerang
5) Palm Oil fruit in Kalimantan maturing & price going up
6) Work progress from Mrt, Hospital, Tnb building are bringing in staggered payments
7) Property sales in Pahang & Kelantan
8) AZRB is A to Z Bhd : Everything got and everything good!
Good night
Buying this defensive stock can really sleep well
ZZZZzzzzz,,,
2019-02-14 00:58
Goodnight , if break my targrt 0.38 enter also not late yet . All the best
2019-02-14 01:06
Nicholasming91 Goodnight , if break my targrt 0.38 enter also not late yet . All the best
14/02/2019 01:06
NICHOL
Target broken
Get in before it breaks 40 sen barrier
Keep till whole of year 2019 for maximum upside
2019-02-14 09:52
Koon Bee Follow Calvin one more time after Dayang and Naim. Huat
14/02/2019 01:25
Welcome koon bee
THUMBS UP TO A GREAT OIL & GAS BULL RUN YEAR!
2019-02-14 09:52
apolloang later 1 day show like SASBABI
14/02/2019 10:00
Your apollo rocket engine hasn't fired up yet?
THE BULL RUN IN O&G STOCKS IS JUST STARTING
STILL EARLY
BETTER WAKE UP AND JOIN IN
MANY MISSED THE JUMBO JET NAIM AS IT FLEW FROM 47 SEN TO OVER 70 SEN FOR 50% UPSIDE
SO YOU MUST NOT MISS THE AZRB YOUNG BULL
CATCH IT BY THE HORN BEFORE IT CROSSES 40 SEN
2019-02-14 10:09
See this article from YEAR 2014 (5 years ago_ NOW FAST FORWARD TO CALVIN COMMENTS IN BRACKETS
KUALA LUMPUR: Ahmad Zaki Resources Bhd (AZRB) is expecting RM700 million to RM750 million in revenue this year, driven by its construction division, said chief operating officer Datuk Roslan Jaffar.
He said construction projects including the Klang Valley mass rapid transit (MRT), the International Islamic University Malaysia’s (IIUM) teaching hospital in Kuantan, Pahang and Permodalan Nasional Bhd’s (PNB) hotel and office tower project in Kuala Lumpur will contribute to its projected higher revenue.
In 2012, AZRB was awarded a construction package worth RM764.9 million for a viaduct and station for the MRT,
as well as a RM673 million contract from PNB for the construction of a 50-storey hotel and the refurbishment of an existing 35-storey office building in Jalan Sultan Ismail.
It also bagged a RM600 million deal to develop IIUM’s teaching hospital.
(THIS RM600 MILLIONS WILL COME SOON) (CHUN CHUN ONE)
Other projects AZRB hopes to clinch this year involve the MRT2, the Tun Razak Exchange in Kuala Lumpur and Petroliam Nasional Bhd’s refinery and petrochemicals integrated development (Rapid) in Johor.
(PETRONAS AWARDED CONTRACTS IN TOK BALI & IN KEMAMAN) (CHUN CHUN ONE!!)
On the group’s construction of the RM1.55 billion East Klang Valley Expressway (EKVE) connecting the Silk Highway in Kajang to the Karak Expressway in Gombak, Roslan said work is expected to start by the third quarter of this year. The project is scheduled to take three to four years to complete.
(THIS HIGHWAY COMPLETING SOON THIS VERY YEAR OF 2019) (CHUN CHUN ONE!!!)
In February last year, AZRB entered into a concession agreement with the government for the design, construction, completion, operation, management and maintenance of the EKVE for a period of 50 years. (SEE AZRB GETS GOVT JOBS!!)
On its plantations, Roslan said AZRB is looking to expand its total planted area from 4,700ha to 10,000ha in Kalimantan Barat, Indonesia over the next few years. It is also planning to build a 90-tonne mill in the plantation area.
“We are finalising the design by this year, so we should be able to construct it by early next year and start commissioning it by 2016.
“Five years down the road, we hope our plantations will be a significant contributor [to the group’s revenue],” he added.
(THAT WAS IN 2014 NOW IS 5 YEAR DOWN THE ROAD IS YEAR 2019 TO REAP HARVEST) CHUN CHUN ONE!!
On capital expenditure this year, the group has allocated RM150 million for the construction of EKVE and another RM90 million for the construction of the mill.
This article first appeared in The Edge Financial Daily, on March 18, 2014.
(ALL THE BUSINESSES WILL CONVERGE TO MAKE PROFITS IN YEAR 2019)
(VERY CHUN CHUN TIMING!!!)
(THIS IS THE REASON WHY COMPANY IS SANGUINE TO GIVE A VERY NICE 15.2% DIVIDEND YIELD TO ALL DIRECTORS AND SHAREHOLDERS)
THE FUTURE NOW IS GETTING VERY BRIGHT
(WHILE PRICE OF AZRB NOW BOTTOMING AND GOING FOR A MULTIYEAR REBOUND!!!)))
2019-02-14 15:50
Calvin bro, now all eyes on oil and gas counter, AZRB can't go higher one. Just looks at TURBO, the point is now it still unmove there.
https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=5167
2019-02-14 16:15
Posted by autobot > Feb 14, 2019 04:15 PM | Report Abuse
Calvin bro, now all eyes on oil and gas counter, AZRB can't go higher one. Just looks at TURBO, the point is now it still unmove there.
https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=5...
Calvin replies:
AZRB engine just started
Lots of stale bulls and doubters must get out first
AFTER THAT THE ENGINE WILL FIRE UP AND TURN ON THE TURBO CHARGE
ONCE TURBO CHARGING IS ON
THE MADDENING CROWD OF MR MARKET MIGHT JOIN IN & PRICE WILL SHOOT INTO OVERVALUATION
FOR NOW STILL VERY SAFE
IF TAKE BEN GRAHAN SAFETY BELT METHOD THEN
89 x .7 = 62.3 SEN
THEN 62.3 SEN IS THE MARGIN OF SUPPORT
IF IT CROSSES 62 SEN THEN ONLY BE CAREFUL
FOR NOW JUST ACCUMULATE
KEEP IT
2019-02-14 16:21
sandrakkc Last chance to take 39.5
14/02/2019 16:36
Sandra is correct
Slow boat will miss Azrb at 40 sen just like those slow boat who missed carimin at 39.5 sen, missed dayang at 55 sen & missed Naim at 50 sen
2019-02-15 09:25
Yes
Stale holders of Azrb and short term traders might take profit
Azrb won't go up in a strait line
So invest carefully as long as its fundamental is sound and earnings rebound
2019-02-15 10:33
There are doubters and there are stale bull
Now we will look forward to Feb end quarterly report
2019-02-15 19:48
Sustainable your patience great movements take time to develop
This 0&G bull does not run for just one month or two
It is going to run up strongly for at least a year or two
So must buy and hold
Don't play contra, don't take small profit.
Aim big!
2019-02-19 08:19
calvintaneng
103888 is correct
My Friend CH Lau took the catering meals in Pengerang Rapid - cooking meals for thousands of bangla & china nationals
Pengerang completed phase one.
And he is fortunate to get same contract for phase 2
He said margin thin but profit still good due to such huge volumes of so many thousands
2019-02-13 17:09