anyone knows the relationship between oil price vs petrons profit?

is that technical shooting star for 20th & 21st Sept? (newbie in Technical)

PMX is trying the Trickle up economy method .. theres some logic in it...

https://www.tnb.com.my/assets/newsclip/13062022a3.pdf

some news form the edge

worried but not worried

can’t wait 33c.

now queuing 40c

just averaging down hahaha

gonna eat somemore if it drops to 33c tomorrow.

I suspect its just some manipulation play. profiting in short selling.

bought at 44c

yeah , no big news other than short selling pushing price down

(if that the case - i guess its just gambling n price attack)

fundamentally, the only thing that i think that can be of risk is that MAYBE cost of hardwares increases a lot due to inflation .hope they have some mechanism with suruhanjaya tenaga to mitigate this.

inflation coming, will it eat up their profit margin as contract prices stays static but input price like solar panels increase?

research said results not good. below expectation & glove asp dropped.

MCO will delay COD for LSS2 & WTE again.. after that, price should pick tick up...

negative cash flow is acceptable when we know there are expansions. If theres not, then its a red / amber etc flags :D

https://www.theedgemarkets.com/article/cypark-build-and-operate-iiums-solar-pv-system

1 more for cypark

if assume 2021 eps at 10¢, if at pe15 it can be around RM1.5.

Public bank price target seems more appropriate at RM1.84 with this estimation.

queuing buy at 91¢ if someone wants to sell :D

nice model but scary price movement & PP & Esos

10% profit is a fine thing

why stuck at 1.82?

no research house is covering this counter is it? cant find any except for RHB in mar 2020

why going down & down & down?

strong bull & bear this counter is.

many selling but many buying also at that RM1.27 - 1.30 since march

receivables MAYBE rentals moratorium while MCO - MAYBE :D

Btw, since no one posted it here yet, ill post it for our thread record :D

https://www.nst.com.my/business/2021/03/677302/cypark-granted-1100mw-b...

cypark sub got 1,100MW biogas quota in Johor

(lss4 per company max quota is 50MW only)

anyone knows how long is the holding period after they exercise their ESOS?

feeling goona hurt if it reach 1.70 like what WenJun predicting... ive been selling at RM1.30. Today also sold at RM1.30.

hope they're able to get workers for the new factories

anyone knows whether its labor intensive or not?

im taking profit yesterday, today & tomorrow @ RM1.3

https://www.theedgemarkets.com/article/lss4-awards-—-boon-or-bane-winners

good that our cypark bid price accordingly

guess they sell because its already above their tp..

hlg tp also 1.17 only

APM shock absorbers SB

http://www.apm.com.my/contact-2/

dont see any solar in their core business :D :D

Ya, down 4% at opening. maybe can collect :)

btw,,,APM Shock Absorbers Sdn Bhd also got the LSS4 hahaha.

drop to 20¢ i will buy hahaha

nice business model & expanding. Price not moving up too much yet too & got dividend somemore .

eps too low even though NTA high at rm1. Not efficent in translating it into earnings.

However, very good to privatise it now at 50¢... hahaha... new owner will be smiling till head..

my fair value for this counter is so much higher than now. Its already good without the lss4. Of course better with a profitable lss4 and less esos

yeah, that maybe the silver lining :D

however, havent seen the full 30 shorlisted names in Energy Comm website. Where to get the full one?

Online media only showed some.

● Hartalega highlighted that it is not overly concerned with the aggressive expansion plans of its competitors, especially the new entrants into the glove sector. It of the view that new glove makers will face various difficulties and delays in commissioning their new capacity. This is given challenges such as: i) lower economies of scale due to increased cost (higher raw material costs, ESG-related costs etc.), ii) having sufficient workforce (with the ongoing ban on recruitment of foreign workers), iii) higher costs to comply with Act 446, and iv) construction delays due to the ongoing pandemic. -Cgscimb jan26/2021 analyst report on Hartalega

@Skywalker00

Bids have come in as low as 13.99 sen per kWh (per kilowatt-hour), going by the documents on the EC site. However, industry experts said that bids lower than 20 sen per kWh may face difficulties in running their plants profitably. - thestar

https://www.theedgemarkets.com/article/these-listed-companies-win-bid-lss4-project

all shortlisted r below 20¢

https://www.thestar.com.my/business/business-news/2021/03/08/lss4-attracts-strong-interest

below 20¢ bid, profitability bit difficult

best eggs in msia.

ESOS was soo cheap that day..about 59.5¢...

maybank TP only 77cents while others above rm1

gloves down mahsing goes down. Gloves up mahsing dont go up.

btw, top gloves r planning to add like another 90B gloves from its current . Whose gonna buy them and ours 3.6B gloves as vaccine r already out.

queuing at 68.. hope the oversold is true :D

for punters, as long theres healthcare in the name at this moment...it sounds good hahaha

add mahsing today at 78¢. seems oversold after very long slide..

Business wise looks normal.

April glove is coming.

im just kiv-ing till end of feb. see what announcements they have

strong buy at 60¢