Their oil hedging is 6 months ahead (estimate 60%), so this coming Qtr results is expected to be good.

http://www.nst.com.my/news/2016/10/179549/petron-increase-number-petrol-stations-msia-576?m=1

That I m not sure, I only know out of the 570 petrol stations that are currently up & running 70% is fully own by Petron Malaysia.

There is no sister company here, Petron Corp (Philippines) own Petron Malaysia. Out of the 570 petrol stations that are currently running, 70% is own by Petron Malaysia & 30% is franchise

Not bad, the figures can be interesting.

http://www.thestar.com.my/business/business-news/2016/09/09/petron-aims-to-sign-up-1-million-petron-miles-cardholders-annually/

3.6 millions pair of shoes, only found out the spec is not right after fully completion ??? You believe this kind of excuse ?? The cost of manufacture this 3.6 millions pair of shoes is RMB 458.9 millions and the management sold it for RMB 43.2 millions !! Ha ha ha...... Very fishy Loh !!!

The refinery only closed for 5 days for Bomba & Insurance investigation, the damage on the fire incident is quite limited and it is fully insured.

If this is happened, F & N will sell more 100 plus !

100 plus already have 45% market share of package drinks (soft drink + isotonic drinks) !

Good stock, mid to long term should be good. Coming Qtr results is expected to be reasonably good.

官有缘 is buying big time !!

However Petronm is smaller in term of size compare to Petdag (1000+ station vs Petronm 600 station), as well as rifinery capacity to Shell (shell 130K vs Petronm 88K)

Actually Petdag do not own refinery, they only petrol station + selling lubricant !

Petronm business model is more complete as compare to Petdag & Shell (as the listed Shell only own refinery but not the petrol station)

It was reported on Chinese daily (东方日报，财经版）on 11/4/2016, the transacted price stated on the paper is $5.40 with 9.1 millions shares change hand !

This is expected due to Tamasek going to convert the ICULS, only with such they can slowly convert the ICULS to mothers shares without exceed the 70% holding limit which will trigger the General Offer ruling.

Another good thing is the company financial position is getting very comfortable

Total Borrowing : $109 mils
Cash on Hand : $133 mils

Rev : $351 mils
PAT : $60.4 mils
EPS : 8.23 cents

Dividend : 4 cents

Good results

results below expectation,

especially aerospace division,
Revenue only $78.79 mils (Prev Qtr $86.92 mils),
Gross Profit $7.298 mils (Prev Qtr $10.8 mils)

But Equipment Mfg division revenue drop but gross profit increased.

FYI, SAM dividend policy is 30% only, last FY high DY is due to to special dividend. This FY expected dividend around $0.25

Ha ha ha...... Sipeh funny !!

Ha ha ha...... So funny !!

I was there at the AGM, a shareholder propose to have a share split or bonus issue to increase the market liquidity. The Management only say they will look into in but did not promised anything.

Actually this FY only 4 cents, as that 1.5 cents dividend declared early this year is mean for last FY. So this FY I expected there will be another 2 cents dividend will be given later, so total will be 6 cents, DY around 4.2%+ base on current price.

Analyst briefing, the results would have been even much better if not because of the $7.9 mils forex losses incurred from USD loan. Anyway still an excellent results.

http://www.unisemgroup.com/pdf/news/analyst_briefing_3Q15_website.pdf

very good results

Revenue : 329.6 mils (increased around 10% compare to previous Qtr)
PAT : 40.19 mils
EPS : 5.5 cents

Proposed 3 cents dividend

Good closing, there were 40,000+ shares sell Q @ $8, and they cleared almost everything. Monday should be interesting.

standard reply : Not aware of.... ha ha ha !

http://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=69110&name=EA_GA_ATTACHMENTS

Ha ha ha..... $7 !! What a day

Maturity date of ICULS is 25/9/2017
conversion rate : 2.1 to 1

SAM shares as at to date : 86,271, 348
ICULS shares outstanding as at 31/12/2015 : 106,840,149 (Singapore Aerospace Manufacturing Pte Ltd hold 95% of the outstanding, they are not likely to convert it in near future due to the listing requirement)

(from 1/4/2015 till today there is around 4.1 millions ICULS been converted, so actual ICULS outstanding to date is around 102.7 mils)

so we are looking at an estimated dilution of 56%, with the full conversion of ICULS total shares will be around 135.175 mils

Let assume that SAM FY2015 net profit will be $60 millions, the fully diluted EPS will be around 44 cents , so with the current price of $6 the PE is around 13.8, which is still reasonable.

Uncle SAM hari ini ada makan ubat....ka ka ka

http://www.theedgemarkets.com/my/article/unisem-takes-smartphone-challenge-stride

Another RM520 mils contract awarded today. Good.

http://www.sam-malaysia.com/wp-content/uploads/2015/08/Latest-News_28-Aug-2015.pdf

For the warrants conversion, the company will collect $367 mils in cash, so in earning there is a dilution but in return company will boost up by 360+ mils in cash. So personally I don't think there will be much affect on share price.

Looks like they really going for the kill, warrant holder left 2 options either convert or sell cheap to them.

Analyst briefing http://www.unisemgroup.com/pdf/news/analyst_briefing_2Q15.pdf

warrant, I m not sure ! long term mother share should be ok.

Qtr results just out. Very Good. EPS : 4.5 cents , propose 3 cents interim dividend

It take about 3 weeks to get the share to credit into your CDS account. So if you go for long term then no issue, if you are short term trader then 3 weeks is a long time.

For those who are ready to convert the warrant to mother share if they need to, then now warrant is a good bet, as for current warrant price of $0.05 is still cheap even after add in conversion price of $2.18 ! $2.23 is even cheaper than the ESOS.

Personally I m expected a decent 2nd qtr results.

Ha ha ha..... As I said before, mother share price will be in this way until warrant suspended. Your loss is their gain, simple as that.

This is what the rough estimation I expect from the coming Qtr results

Expected revenue : $280 mils x 112.5% = $315 mils (as per John Chia in one of the interview he stated that 2nd qtr foresee 10-15% increase in revenue compare to 1st qtr).

Net profit : $315 mils x 8.4% (net profit margin) x 1.06% (average USD rate increase from the 2nd qtr) = $28 mils (as per stated on one of the analysis report the effect of USD rate % is 1:1)

Estimate EPS : around 4 cents

This is just a rough estimation, I might be wrong.

As I said before most of the bosses will sell mother share, and take the cash for their warrant conversion or ESOS option (or both) !! So most likely the price of the mother share will hang around in this region until warrant trading is suspended.

Just my personal opinion only, I might be wrong.

warrant normally will be suspended 2 weeks before the expire date, and then your broker will call u up to inform u about the conversion if u are warrant holder.

Whereas for Qtr results announcement date, according to the rule is within 2 months after the closed date, in this case the last day will be 31/8/2015. so it is up to the management to decide when they want to announce it. Previous practice just a reference and cannot use as fix date.

ha ha ha......share market mana tahu what will be next ???? Personally I think the price of the mother share & warrant hang around at this level until the warrant expired. After that good Qtr result is expected.

There are total 168+ mils of warrants !! Let say for example a directors own 5%, then it would be 8.4 mils, not so easy to dispose on the open market. I m sure that they sold some of their warrant during the price $0.30+ !

And with the way they exercise their ESOS (exercise price @ $2.25) & warrant you know that the directors are confident with the company existing business !! However you need a lot of cash to exercise ESOS & warrant conversion so they have to sell off some mother shares to get the cash.

Expected lah....... Sell mother share & convert warrants !!!

Those directors got their warrant free and now the conversion price only $2.18, instead of selling the warrant cheap cheap @ $0.16/$0.17 might as well convert it. Sell mother share @ $2.4 & convert the warrant @ $2.18 then the price diff is $0.22 !!

wait until qtr results out & warrant expired lah......ha ha ha

The directors are :-

1) selling mother shares (selling price $2.3+ and above)
2) exercise ESOS (@ $2.25)
3) exercise warrant conversion (@$2.18)

See the story behind ???? Ha ha ha

Warrant not yet expired is like that lah..... Put aside first loh

Normal lah.......Must pressing kuat kuat only can get people sell cheap cheap to them lah. ha ha ha.....

If your trading account is nominee acc, then the broker will the do the conversion for you, else just call up the office (Tricor, 03-2264 8888) they will email the form to u,

Private placement with the price of $2.29, which is higher then the ESOS exercise price of $2.25 ! Good sign.

5-10% discount is expected from this kind of private placement.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4800849