ChefSaham

ChefSaham | Joined since 2018-11-07

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2019-03-20 20:09 | Report Abuse

more projects coming including ecrl huat la

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2019-03-19 22:42 | Report Abuse

aiyo drop abit then panic alr aiyooooo dont play stocks laa go put fd safe and sound bank eat your money

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2019-03-14 17:57 | Report Abuse

those who never study enough will not know that AA already have 55% hedged at $63.41 for FY2019. recall that the average price for AA for FY2018 and Q1 2018 was around $85. you do the calculations

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2019-03-13 20:55 | Report Abuse

From AA 4Q report:

FY2019 - 55% hedged at $63.41
FY2020 - 40% hedged at $59.89
FY2021 - 5% hedged at $59.23

Compared to average price for FY2018 of $89, AA hedging strategy will definitely help lowering its fuel cost from 2019 onwards.

From HLIB research:

"The research firm said it remains doubtful of Malaysia Airlines owner Khazanah Nasional Bhd's willingness and ability to sustain the airline's continued losses.

"We believe it will be wise for the government to divest MAB (Malaysia Airlines) (instead of shutting down) or find a strategic partner, which will solve the issue of government's cash drain while reducing the overall impact on staff layoffs, as the takeover entity will still need a workforce to run MAS operation," it added.

HLIB Research said the options tabled by the government, including possibility of shutting down or divesting the national carrier, will result in the capacity cut for Malaysia Airlines, which may benefit AirAsia in gaining further market dominance."

Whether shut down or divestment will definitely result in capacity cut for MAS, so at least in the short them, AA will definitely be the direct benefactor.

Thank you.

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2019-03-13 18:26 | Report Abuse

ya close shop sorry hahah but i dont think gov will do that la sell off higher chance

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2019-03-13 18:11 | Report Abuse

imagine mas really kena sell off lol AA eat up entire malaysia market share

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2019-03-13 13:33 | Report Abuse

as long can stay above support of 0.47 then its good, higher chance to close the gap than going down

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2019-03-13 13:28 | Report Abuse

from technical, TAD system green turtle signal pops out today, indicating strong buy signal

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2019-03-12 23:35 | Report Abuse

to me i think sapura and fgv are similar. both are glc, share price of both has been bottomed out, both undergoing restrucring, both impacted by commodity prices. previous years have never been the year or OnG or plantation companies focus but now maybe slowly re-emerge. for sapura, healthy order book is a big part meaning that the company still have steady cash flow coming in at least for the next 3 years with the new government hopefully this two companies can have a strong turnaround if you believe in the management then u buy if not find other counters :)

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2019-03-12 15:36 | Report Abuse

nobody say profit in 2019 lol is narrow losses in 2019 and return to profit from 2020 onwards dont know how to read then go back study

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2019-03-12 15:24 | Report Abuse

This stock will definitely need holding power cos real show will only start in 2H of 2019 stay tuned

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2019-03-12 15:23 | Report Abuse

https://www.nst.com.my/business/2019/03/467752/analysts-expect-sapura-narrow-losses-q4-2018

Analysts expectsapura to narrow losses in Q4 2018.

Dont expect sapura to make profit in Q4 but definitely will narrow the losses compared to a year ago.

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2019-03-12 00:31 | Report Abuse

Hong Leong BUY call with TP 0.41, preferred company in the OnG sector

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2019-03-09 21:42 | Report Abuse

next week onwards all glove counters rebound

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2019-03-09 21:41 | Report Abuse

walao unclelimhuat secretly alsp sold at 1.09 still ask us keep enter zzz

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2019-03-09 18:36 | Report Abuse

from technical need to stay above 1.02 if break this support will go down to 0.98 and possible 0.92

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2019-03-09 12:41 | Report Abuse

hong leong buy call with tp rm5.39

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2019-03-08 19:50 | Report Abuse

contract winning come at an important time good

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2019-03-08 19:49 | Report Abuse

good closing...epf collect another 2.1mil shares lolllll mcm free to them

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2019-03-08 12:59 | Report Abuse

highest 0.485 today stoch rsi macd all bullish

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2019-03-08 10:34 | Report Abuse

from chart and technical its bullish hmmm interesting might be able to close the gap soon

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2019-03-08 10:27 | Report Abuse

ppl nowadays ah scare this scare that scare price too high to enter i learned my lesson ady if confident jus enter if not later fly liao jus regret look at dayang every day new high enter at what price also earn

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2019-03-08 09:50 | Report Abuse

VS briefing summary 6/3/19

- The management blamed the previous rumors. It is said that Company D has not reduced a large number of orders as rumored (rumors say orders are down by 1 billion), but a few months ago, orders did have some less than 100 million (the impact on this year's performance should be limited). D customers have no intention of conversion, and in order to avoid unnecessary risks, D customers prefer to be able to produce in ASEAN.

- Management explains the contents of new customers more clearly:
- Target is 20% of total sales for new customers
- This new customer is one of the results of the company's efforts to have more different customers in the future.
- VS is the first ASEAN vendor of new customers (VS seems to be a founder of Hon Hai in this product)
- It will start in the new factory and will be completed in June.
- New customer orders for TURN-KEY class, so the profit is higher
- If everything goes well, it is expected to reach 1 billion orders within three years, but there will be two quarters left this year. It is also the beginning stage, and the order will be within 1-2 billion. (These are some FORECAST)

ARIEFING is very positive. A few months ago, after the results were released, the rumors were flying, saying that VS would have lost one quarter of orders. After waiting for so long, the management finally came out to blame (too hard to get cheap!)

Suppose we last year's earnings against the standard, and then estimate that this year's net profit is maintained, VS is about 13X P/E. We saw on the scene that the number given by the management was very positive (but we couldn't do it, we didn't understand it). Suppose we put a 30% discount on their number and only give a 6.5% net profit on new orders.
The profit in 2020 will increase by about 33%. In terms of the size of the current VS, the 33% growth is very impressive. As the entire PMI is declining, and the slowdown in major industries, VS can also get so many orders and new customers. It's something to do.

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2019-03-07 18:20 | Report Abuse

do note that sapura has the largest order book among all OnG companies in malaysia good things happen just wait not 1 or 2 days can happen

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2019-03-07 18:11 | Report Abuse

sapura lost over 2bil last Q4. i would expect sapura making small losses this upcoming Q4 report but both Q-o-Q and Y-oY wise will be better

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2019-03-07 17:10 | Report Abuse

theres no impairment on the previous qtr report but they did mentioned that the case affected their earnings growth but movintg forward from that should not have any financial impact on the upcoming qtr report

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2019-03-07 16:14 | Report Abuse

if not mistaken, aspion case has already reflected in the previous quarter report dont expect any impairment on this

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2019-03-07 09:45 | Report Abuse

up to you boleh pakai or not when u think boleh pakai already fly hahaha kidding up to ur own analysis bro

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2019-03-07 09:44 | Report Abuse

kenanga remains overweight for glove sector with top pick supermx

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2019-03-06 16:40 | Report Abuse

strong hold, golden cross formed

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2019-03-06 15:03 | Report Abuse

wait 430 show

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2019-03-06 13:45 | Report Abuse

volume coming in hope both volume and price breakout

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2019-03-04 17:24 | Report Abuse

340 edi hehe...rst at 350

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2019-03-04 12:35 | Report Abuse

sma golden cross coming

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2019-03-04 12:17 | Report Abuse

MAYBANK: In an impressive turnaround time after being notified of a production cut back in Nov 2018, VS is able to secure a new contract. We raise our FY20/21E earnings by 33%/29% to account for higher utilisation of VS's plants, with a more diversified customer portfolio and opportunities for another win in the near-term. We believe that VS should trade at a smaller discount to the tech counters within our coverage.

Raise TP to RM1.25 and upgrade to buy.

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2019-03-04 11:13 | Report Abuse

why keep promoting armada here this is sapura forum lol

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2019-03-02 00:01 | Report Abuse

glove counters rebound

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2019-03-02 00:01 | Report Abuse

wow kwap and epf crazy collecting....

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2019-02-28 22:36 | Report Abuse

epf kwap keep buying ohhhhh

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2019-02-27 23:59 | Report Abuse

oil might test resistance already up almost 2%

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2019-02-27 23:58 | Report Abuse

kasi letup esokkkk

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2019-02-27 23:58 | Report Abuse

Higher low + Bullish harami/engulfing + oil today rebound almost 2%

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2019-02-27 18:43 | Report Abuse

boss acquire 1million plus share today...QR letup...tmr letup jugakkkkkk

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2019-02-27 17:22 | Report Abuse

can try carimin...today start technical rebound

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2019-02-27 10:58 | Report Abuse

heard qr out today or tomorrow will be good with new developments announce....kasih up up up!!

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2019-02-26 19:58 | Report Abuse

wpw epf come back to buy alr maybe good qr?

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2019-02-26 09:39 | Report Abuse

hold and wait for it to explode...