THE INVESTMENT APPROACH OF CALVIN TAN

BRENT OIL CROSSED USD85 THIS MORNING! THE WINNERS & THE LOSERS, Calvin Tan

calvintaneng
Publish date: Mon, 18 Oct 2021, 07:10 AM
calvintaneng
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Hi Guys,

I have An Investment Approach I which I would like to all.
  Actual Chg %Chg
Crude Oil 82.8700  0.59 0.72%
Brent 85.1700  0.31 0.37%

 

Hi guys,

Brent OIl just crossed USD85 today 18th October 2021

 

Here are the Losers

1) Logistic companies like Air line, Buses, Transport for E-Commerce will face higher cost of operation

2) Those Plastic Companies will have higher cost feed stock from Oil

3) Heavy user of Electricity Manufactures will all see higher bills

4) All other Industries Using Oil as a Major part of operation will see higher cost

 

And The Winners

1) Oil & Gas Companies which produce Crude Oil

2) Solar Energy Company as Petronas expected to expedite new capex with new found higher income from Crude oil prices

3) Palm OIl Companies as Oil Prices Up the Incentive to Convert Palm Oil to Biodisel is now makes financial sense

 

Regards

Calvin Tan

 

Please buy/sell after doing your own due diligence

 

Please Take Note:

Petronas 2022 Activity has increased Green Energy Capex from 5% to 9%

So there is less Ooomph for OGSE now since Capital is now diverted to Renewable Energy

So don't over chase Ogse stocks

BEST STILL PALM OIL AS IT IS GOING INTO BULL RUN (PLUS THE PUSH FROM HIGH OIL PRICES WHICH WILL FURTHER BOOST BIODISEL USE)

 

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