marketnogood, i just accumulated few lots of Unisem when the price is about RM1.48
Unless the market crash, else i am very confident Unisem will give me good bonus by coming 1 or 2 Q.

Disposed all the IOIPG yesterday and use this money to accumulate some invested stocks to average the cost especially for Alam. Present sell down in stock market at least whipped off 15% of the total gain in this year as O&G is my major portion of my portfolia.

The coming wave is " the cost/price for many things and services will up".

JF Apex reiterates a “buy” call on SapuraKencana’s stock at a lower target price of RM6.03, which was previously set at RM6.06 a share.
http://www.nst.com.my/node/37555

Further accumulated at rm1.60 to average down the cost. Just wait for how good of coming Q result (disposed off the the loss operation, size down of Indonesia operation, almost full booked of Ipoh plant & strong Dollar)

Earning per share improved from 6.85¢ to 7.44¢
NTA slightly improved. Overall is ok but not very impressive

The Q result just released was good.

forex, coming Q result (just 2 mths) will prove to you.

Definately Unisem will benefit of it..
More than 10m iPhone 6 and 6 Plus phones were snapped up in their first three days on sale, Apple has said, setting a new record despite the phones not being available in China.

Getting better.. push up more!

Morning just got few lots at RM1.59, still full confident that coming Q should able to reach my targeted tp of rm1.90
That was why i disposed half of my IOIPG (still good but need longer time) and start to accumulate Unisem.

If the orders fully booked until year end & strong dollar & already disposed all non profitable operation ... bad result ??

I just base on infor from XSinvest App from Android phone.

I think the Q result should out tomorrow?

Disposed some more at rm2.69 to locked in profit. To keep these bullets to accumulate Unisem as i expect a strong result from coming Q.

Another 2 lots at rm1.60

Matched another lots at rm1.64

Matched 2 lots at rm1.66 to further accumulate MRCB and lower down my average price of RM1.70.

Chung Hou Tan, you are better than me as i bought from rm1.50 ~rm1.38 and average of rm1.45
i still confident Alam is deliver a fruit in long term.

talkrealreal, i just locked in that price everyday for few days.

Finally got few lots of Unisem after a few days locked at RM1.66
Although the price is up recently but i still want to go for any price below rm1.66 due to:
1. Market response for iphone 6 and Galaxy 5 & Note 4 is huge.
2. Reliable information indicated that the coming Q report will be good and strong (Unisem is making some IC for iPhone and Galaxy; now filled up most of the capacity)

For me, opportunity is just started. Opportunity to accumulate for every cent down ( few lots each time)

Disposed some at rm2.65 to locked in some profit. Despite some gave their negative comment at the 1st half of the year, finally start to yield fruits.

Further down is a good buy for long term investor.

Look like local funds also not supporting??? still hold and wait for special dividend announces from Puncak.

Accumulated few lots at rm0.885, in long term i still confudent that this stock will perform

Lastest Q result was dragged down due to low utilization of OSV. If situation not improve, coming q result still so so.

I am more worried on it OSV ops utilization goes lower than it share price. If it OSV ops improve, then share price will go higher (at least above rm1.5)

Hope local funds will step in to push the price up, foreign funds may still step out due to legitimacy of MB in this deal.
Let see how the performance this afternoon.

Hand too itchy, while q at rm0.885/rm0.88, key in rm0.89 as well and just got 2.9 lots at rm0.89; bloked by someone just locked in for 0.6lot ???

Another few lots at rm0.89, will accumulate more if price down to rm0.88

Should no impact to Scomi Group but i prefer Scomi Energy after it price down to RM0.90

The Company wishes to announce that it has on 5 September 2014 received notice that the Court of Session at Edinburgh had on 29 August 2014 pursuant to the Insolvency Act 1986 in United Kingdom (the “Act”) appointed James Bernard Stephen, of BDO LLP, 4 Atlantic Quay, 70 York Street, Glasgow (the “Interim Liquidator”), an Insolvency Practitioner and duly qualified under the Act as the interim liquidator of SOEL, a wholly-owned subsidiary of Scomi Oiltools Bermuda Limited, which is in turn a wholly-owned subsidiary of SGB.
http://announcements.bursamalaysia.com/EDMS/edmsweb.nsf/LsvAllByID/2ECA947CBA5A283A48257D4D0037C8B5?OpenDocument

The issue of Scomi Oiltools (Europe) should not has any impact to Scomi Energy. So, it is an opportunity to accumulate ...

Yes, all matched at RM0.89 after a few days locked in.

（吉隆坡9日讯）客凯易（CUSCAPI，0051，创业板）今年迄今共取得2600万令吉的合约，放眼可在下半年作出贡献。
文告表示，公司的长期策略是打造一个持续且稳定的业务。
该公司称，2600万令吉的合约，包括近期与马新杰出饮食业者所签署的合约，如旧街场白咖啡（OLDTOWN，5201，主板贸服股），料下半年看见贡献流入。
客凯易总执行长余曹祥称：“我们正积极探讨可为公司长期增加营业额的商机。因此，专注于取得长期基础合约，可为我们带来长期持续收入。
http://www.nanyang.com/node/648106?tid=462

in Oil & Gas Sector - Singapore round-up: Cautious but prospects still bright OVERWEIGHT report from AmeSecurities...
- Ezion is rapidly expanding its fleet of lift-boats/service rigs by 15 to 37 units in FY16F with an outstanding capex of US$500mil and which have already secured charter contracts. One of its rigs, Unit 9, is expected to be chartered very soon in Malaysia on a 5-year contract in a 50:50 joint-venture with local operators, which may include Alam Maritim Resources.

- In Malaysia, there are multiple EOR projects in the pipeline involving central processing platforms such as those for the Kasawari, Sepat, and Guntong fields that are up for grabs. While packages for the Refinery and Petrochemical Integrated Development in Pengerang, Johor has been recently awarded to multiple foreign contractors, there is still likelihood that some of the smaller jobs may be awarded to the local yards. Hence, we maintain our OVERWEIGHT view on the sector with BUY calls for SapuraKencana Petroleum, Bumi Armada, Petronas Gas, and Alam Maritim Resources. We have a HOLD recommendation for Dialog Group and SELL for MMHE due to poor earnings delivery.
http://klse.i3investor.com/servlets/staticfile/247045.jsp

With dividend of another 3 cents ( total of 6 cents this year). Present share price of around rm2.00 is still reasonable white waiting for better result for coming Q.

This is mainly based on :
- Kick off of Langat 2
- Progress of EKVE
- Plantation still need more time to brakeven
- Potantial of other Gov Projects
It share price was consolidated quite a few months and next Q should perform better and it nature of being push up 1 or 2 times per year.

13 mil in volume... not bad.
Hopefully this is the wave i expect? (I expected on Q4)

SKPetro is one of the 5 tigers recommended by JP.

吉隆坡5日讯）有“小摩”之称的JP摩根大通，依据外围复苏步伐，以及经济转型执行方案（ETP）和国家石油的庞大投资走势，选出以国家能源（TENAGA，5347，主板贸服股）为首的“大马五虎”。
另“四虎”为油气翘楚沙肯石油（SKPETRO，5218，主板贸服股）、捷运主题股金务大（GAMUDA，5398，主板建筑股）、航空门面大马机场（AIRPORT，5014，主板贸服股）和云顶种植（GENP，2291，主板种植股）。
小摩在报告中指出，马股吸睛之处，在于外围复苏所带来的增长动能，以及资本开销上涨周期，从中选出最值得投资的“五虎”。
http://www.nanyang.com/node/647232?tid=462

http://www.thestar.com.my/Business/Investing/2014/09/08/AZRB-worth-double-its-value-CIMB-Research/

Will hold and take opportunity to accumulate if price getting lower (especially at RM0.30 and below). For me the worse should over and expected much better coming Q result. Positive factors:
- Secured contacts from Starbuck, McD and Oldtown
- Ventured in China, Indonesia & Philippine

Great..I believe you can fly..

Back from rest..wait for opportunity to accumulate at low

It is very sure the deal will completed. Just wait for the research/broking houses to rerate Puncak, then the price will up.

Again secured another project worth 390mil based on Sin Chew news.

Take ooportunity to accumulate few lots at RM1.38

If price can drop to RM0.30, i will change my decision from sell to buy. For IT sector, since most of the development cost for REV was charged under this quarter, some strategy customers had secured. The cost for installation and marketing is much lesser compare with development cost. coming quarter should much better. So for longer term, the price should recover and even can perform better than previous.

Some confuse, the dividend is for this q or last q?
The profit may mainly contribute from land selling?
Anyway, good to see to reduce the debt..

Will still hold it as the visibility is good for 2nd half (2.7 bil unbilled sales).