Interesting indeed....

Posted by The_Reds > Feb 25, 2020 7:05 PM | Report Abuse

"During the period to 31 December 2019, Électricité du Laos (“EDL”) was able to evacuate only up to 85 MW of power while awaiting the completion of the new 500KV transmission line to
Cambodia."

This contributed to pre-tax profit of RM29.7 million inaugural income from energy sales.

The max capacity of Don Sahong is 260 MW, so u all can roughly guess the energy sales profit for next quarter

20 cents...mind blowing!

Virus hits shipping, spreading global economic strain

https://www.thesundaily.my/business/virus-hits-shipping-spreading-global-economic-strain-JF2034209

On Monday, we all can watch the fight between the intelligent investors versus "egoistic" investors.

surely he would not have such sleepless nights if he had held the 25 year earnings utility stock instead

i was actually thinking earlier uncle would not post to justify Dayang on Sunday...as it means he is kinda spooked with Dayang's results


sadly, he did

ha ha..confirmed Investhor is Bursamaster..but for me it does not matter..as much as the psychological trick used to make naive investors to buy...

@investhor, the demand for oil is decreasing as reflected by the oil price...you can see aviation and all other logistics dropped significantly due to coronavirus....

This means, the current refining capacity is in excess to the amount it has to refine...

remember, crack spread has to be way higher than 9 usd/brl.....i wont reveal much so that the market does not get smarter than me...

all i can advise is the risk is not worth it...go for the 25 years recurring earnings utility stock

the demand for oil is decreasing as reflected by the oil price...you can see aviation and all other logistics dropped significantly due to coronavirus....

This means, the current refining capacity is in excess to the amount it has to refine...

remember, crack spread has to be way higher than 9 usd/brl.....i wont reveal much so that the market does not get smarter than me...

all i can advise is the risk is not worth it...go for the 25 years recurring earnings utility stock

you can play with services...as delivery is upon acceptance by the customer...but for goods its straightforward - you cannot hide it..

auditors will ask proof of delivery

he is just speculating via hope...as the price appears very low to its 2017 high..

remember the 2 cents dividend

he is just speculating via hope...as the price appears very low to its 2017 high..

remember the 2 cents dividend

my company management was screwing me for not invoicing after delivery....as the auditors screwed them.

when goods or services is deemed delivered as per contract, incoterms...Invoice has to be immediately raised.

better to go for utility stocks which has 25 years recurring earnings certainty...

at such low interest rate....volatile market...certainty of earnings is the new game in stock market

better to go for utility stocks which has 25 years recurring earnings certainty...

at such low interest rate....volatile market...certainty of earnings is the new game in stock market

in a market where demand is decreasing...and refinery is in excess capacity..
crack spread can only go down...

do not gamble on momentary spike in earnings...its not worth it..its not sustainable

the only time to touch this stock is when u see oil trading above 70 usd/brl

the price gives an idea on barrels consumed - demand

in a market where demand is decreasing...and refinery is in excess capacity..
crack spread can only go down...

do not gamble on momentary spike in earnings...its not worth it..its not sustainable

the only time to touch this stock is when u see oil trading above 70 usd/brl

the price gives an idea on barrels consumed - demand

Dayang's recent earnings is good though. Just that we dont want the risk of seeing next qtr reporting 6 cents EPS

...........

stock market moves foreseeing 6 months ahead...

need to make good judgement from insights......you cannot wait for concrete data to emerge and decide...by then its too late already.

go for the one that has 25 years steady recurring earnings.....utility stocks

even coronavirus may affect Dayang vessel utilization rates

Taking us around the factory, Mr. Do Manh Hung, Head of Government Relations and Business Development Department of Jaks Hai Duong Power Company, the investor, excitedly said: "Come Now, the project has completed 90% of the total workload..

.......................

The above statement was made on 2nd Jan 2020

Post removed.Why?

may be should recognize all revenue by 2Q 2020, since unit 1 will enter grid by Mar 20' and Unit 2 would be just waiting green light from EVN to place to the grid by then...

cant see much activity other than labor (commissioning) after June 2020

Dayang almost PE 10 already...move to JAKS which has certainty of such earnings for next 25 years.

Stimulus package to directly help businesses hit by outbreak'

https://www.nst.com.my/news/nation/2020/02/567578/stimulus-package-directly-help-businesses-hit-outbreak

Businesses severely affected by the Covid-19 outbreak can expect direct aid from the government’s economic stimulus package, especially the tourism, retail and aviation sectors, said Deputy International Trade and Industry Minister Dr Ong Kian Ming.

PETALING JAYA: The directors of the AIRASIA Group gave their nod in 2010 to efforts by Tan Sri Tony Fernandes (pic) to build the AirAsia brand through sponsorships, said sources.

The board of AIRASIA X had approved amounts of up to US$250mil sought for a sponsorship strategy via a Formula One racing team.

The sponsorship was a way to lift the AirAsia brand and allow it to be a globally recognisable brand, said a source.

Directors gave nod to Fernandes

https://www.thestar.com.my/business/business-news/2020/02/19/directors-gave-nod-to-fernandes

it is hypocrisy.....which is true denial

and we have hypocrisy both in terms of bribery.....and fear from virus.....

like TKO said 'Manic sensationalisation of the coronavirus'

we also have "Manic sensationalisation of penny bribery"

ha ha...it will rise..

exactly...thats all the market needs to hear and i need to hear....

AA rise is inevitable...


its as sure as the rise of the sun tomorrow morning...

max within just 1 week, the virus have will zero implication to travel in asia...

no of new confirmed infections dropped significantly:

https://en.wikipedia.org/wiki/Timeline_of_the_2019%E2%80%9320_Wuhan_coronavirus_outbreak

5th Feb: 3927
6th Feb: 3723
7th Feb: 3163
8th Feb: 3437
9th Feb: 2676
10th Feb: 3001
11th Feb: 2546
12th Feb: 1970
13th Feb: 1819
14th Feb: 1995
15th Feb: 1500

16th Feb: 1121
...............

https://www.worldometers.info/coronavirus/

Outside China, excluding Japan, only 4 cases in the whole wide world!

All these stimulus by the malaysian govn without real increase in productivity will only weaken the RM against U.S$ in the future.....

as such keeping a US$ cash flow stock in portfolio would be a must

look at our GDP growth rate recently...and Germany which was almost nil...
it will be increasingly difficult to have good returns in the future that central bank will reduce interest to extreme low level like in Japan , Sweden...

At such low risk-free return rate, valuation of high certainty recurring earnings (25 years) from a utility business will be much higher...

JAKS price has only one direction as the years progress due to increasingly lower risk-free interest rate.

china kan only 5% contribution.... now outside china corona cases zeroing...

outside china...people can be bothered...as they need to visit relatives..

why would AA reduce price?

sorry guys, it was not updated accurately earlier here below:

https://www.worldometers.info/coronavirus/

excluding Japan, its only 3 cases outside China

bullballs you are right...as of end 14th feb...total 4 cases (including 2 from malaysia)..

It was not updated here about an hour ago:

https://www.worldometers.info/coronavirus/

Malaysia: 2
Japan: 1
Thailand: 1

the count above is official as of end of 14th feb....

malaysian's case if confirmed will be reported tom...

just give 1 week...

News will come out declaring zero cases outside China

may be can market in hubei only now...outside hubeis is only 200 confirmed cases per day...

even hubei will be completely under control in a month

no of new confirmed infections per day had been clearly dropping....:

5th Feb: 3927
6th Feb: 3723
7th Feb: 3163
8th Feb: 3437
9th Feb: 2676
10th Feb: 3001
11th Feb: 2546
12th Feb: 1970
13th Feb: 1819
14th Feb: 1995
15th Feb: 1500

...........

90% of the above cases was in Hubei only, meaning only about 200 confirmed cases in China outside Hubei.

I think the war on the virus internationally is over.

what more today OUTSIDE China:

ONLY 1 CASE reported!
....................

(1) The bribery allegations news had been blown out like "witch hunt" on TF and KM last week.....the maximum level of negativity had been fully priced in on AA.

(2) At this rate of virus infections outside china (which may be NIL by tomorrow)...the fear on travel will completely vaporize within 1 week....

no of new confirmed infections per day had been clearly dropping....:

5th Feb: 3927
6th Feb: 3723
7th Feb: 3163
8th Feb: 3437
9th Feb: 2676
10th Feb: 3001
11th Feb: 2546
12th Feb: 1970
13th Feb: 1819
14th Feb: 1995
15th Feb: 1500

...........

90% of the above cases was in Hubei only, meaning only about 200 confirmed cases in China outside Hubei.

I think the war on the virus internationally is over.

what more today OUTSIDE China:

ONLY 1 CASE reported!
....................

no of new confirmed infections per day had been clearly dropping....:

5th Feb: 3927
6th Feb: 3723
7th Feb: 3163
8th Feb: 3437
9th Feb: 2676
10th Feb: 3001
11th Feb: 2546
12th Feb: 1970
13th Feb: 1819
14th Feb: 1995
15th Feb: 1500

...........

90% of the above cases was in Hubei only, meaning only about 200 confirmed cases in China outside Hubei.

I think the war on the virus internationally is over.

what more today OUTSIDE China:

ONLY 1 CASE reported!
....................

Does the world need to hear zero infected per day outside china?

6 infected/day?.....i dont know what odds of things can be lesser than that.....

Outside China, infected today is only 6
.......................................

6 infected....vs 200 die from lightning

Hai Duong Television. 6th Feb 2020

https://www.youtube.com/watch?v=j8f_vZBUE_8

Thermal power plant Hai Duong BOT disease prevention nCoV.

...................

Posted above video to show their State-of-the-art DCS control system for operating the power plant:
Refer video between 0.29 to 1.00 min.

The above also shows how proactively stringent measures are done to prevent any chances of infections. They cannot afford a single day delay for the "cash cow" plant.

From my experience, looking at above "SCADA readings" and the number of supervisor/operators in the control room, the power generation to the grid appears imminent.

no of new infections per day had been clearly dropping....:

5th Feb: 3927
6th Feb: 3723
7th Feb: 3163
8th Feb: 3437
9th Feb: 2676
10th Feb: 3001
11th Feb: 2546

...........

The war on the virus is progressing very well

https://www.iata.org/contentassets/9036deaf9c984009a3515fd6aa1c5e24/charta_10022020.png

Jet fuel price index dropped from 230 to 180.

That's a whopping 22%.
.....................

Past "coronaviruses" around Fernandes, Kamarudin?

Pray the number of infection count is down. Think of others first.