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2021-11-25 11:13 | Report Abuse
Dont miss this boat.........last call for cheap tickets
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2021-11-24 22:24 | Report Abuse
Ride up might get frantic.....
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2021-11-24 17:00 | Report Abuse
At least a 5B company........extraordinary potential...
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2021-11-16 09:00 | Report Abuse
If close up again today........ hehehe..... You know la!
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2021-11-06 10:13 | Report Abuse
Will they will first sapu the PP...... ?
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2021-11-06 09:56 | Report Abuse
Foxconn long term deal with Silterra is immenant .......
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2021-11-03 14:08 | Report Abuse
Next annoucement will be interesting...
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2021-11-03 10:12 | Report Abuse
Loaded up or not? ......dont miss the boat...
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2021-11-02 22:25 | Report Abuse
Foundry, Foxconn, EV.....truly an enticing prospect....... oil as well.....
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2021-11-02 22:08 | Report Abuse
Look at CG volume and the extraordinary premium...... wonder what else coming.......
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2021-11-02 10:28 | Report Abuse
Anticipating a surge in volume.....
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2021-11-01 13:25 | Report Abuse
Wonder which stocks will rebound the strongest.......
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2021-11-01 10:39 | Report Abuse
Dont look at share price....... Ultimately Its the growth value of company that counts....
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2021-11-01 10:37 | Report Abuse
Market cap still not too high.....
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2021-10-28 09:42 | Report Abuse
Margin calls may trigger further selling...... Hmmm
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2021-10-27 18:12 | Report Abuse
Hahahha.... talk about 'fight till die' when in forum....... Hehehehehe......
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2021-10-27 14:24 | Report Abuse
OTB is right...... its pure panic.... I bought in today..... Lets see how it goes...
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2021-10-27 12:20 | Report Abuse
China control measures are a band-aid.......
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2021-10-27 11:04 | Report Abuse
Next push up should cross 4 convincingly!
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2021-10-27 10:45 | Report Abuse
Epf is a thorn in Inari's......
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2021-10-26 12:06 | Report Abuse
Volume low......... might be able to get some cheap tickets today.....
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2021-10-26 08:57 | Report Abuse
La Nina would apply upward pressure to energy price including coal, the energy source for most feSi and mnSi players.......... Hydro sourced players will be laughing to the bank....
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2021-10-26 07:37 | Report Abuse
There will always be noisy empty vessels....
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2021-10-24 23:03 | Report Abuse
Hard to get cheaper already........... Dont miss the boat....
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2021-10-19 11:58 | Report Abuse
Anson is a true visionary..........proven again and again....... Heheheh......
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2021-10-18 15:41 | Report Abuse
Multiple catalysts............ My favorite......especially the yummy metal related segment ....
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2021-10-18 15:28 | Report Abuse
Price action is more honest...... Heheehhe...
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2021-10-14 14:26 | Report Abuse
.
UOBKH
*OM Holdings (OMH MK/Maintain BUY/RM3.72/TP: RM4.21)*
_Favourable Supply-Demand Dynamics To Support Ferroalloy Prices_
• *Unprecedented global supply crunch…* The ongoing power crisis globally has put further pressure to the current supply constraints for ferroalloys. Record high electricity and coal prices in Europe has led some producers to cut production. Producers in India are also pressured by the country’s power cuts.
• *…continues to push ferroalloy prices.* As of 29 Sep, ferrosilicon alloy (FeSi) and manganese (Mn) alloy prices had surged to an all-time high of over US$4,150/mt (+104% mom) and US$1,800/mt (+10% mom). We expect prices to remain firm in the long run, albeit not at the current high, as we believe the global power crisis may not be alleviated anytime soon and the structural supply issue may persist.
• *Power liberalisation will further support prices.* Recently, China announced it will allow coal-fired power plants to charge based on market rates for electricity. Electricity prices will be allowed to rise by up to 20% from base levels. With this new policy, we can expect power prices to increase and this will translate into higher ferroalloy prices.
• *Expect strong earnings ahead.* With the easing of the lockdown, OMH is now operating at 100% workforce capacity with 12 furnaces running. As such, we can expect stronger earnings moving forward as OMH ramps up its production on the back of robust ferroalloy prices.
• *Raise 2022-23 net profit forecasts.* by 12%, and 13% respectively as we increase our ASP assumptions of FeSi alloy to US$1,900 and US$1,700 per mt for 2022-23. Every US$100/mt increase to our FeSi and Mn alloy price assumptions will boost earnings by about 25% per year.
• *Maintain BUY with a higher target price of RM4.21.* implying 9x 2022F PE (5-year PE mean: 15x). If FeSi price remains at its current high of about US$3,500/mt in 2022, this could result in 37% upside to our target price of RM4.21 to RM5.79 (6x 2022F PE).
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2021-10-13 14:43 | Report Abuse
Anson, dont miss it.......hehehe
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2021-10-13 14:34 | Report Abuse
Green closing wouldnt suprise me at all....
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2021-10-13 12:56 | Report Abuse
Nice..... managed to get some cheap tickets today
Stock: [DNEX]: DAGANG NEXCHANGE BERHAD
2021-11-29 01:14 | Report Abuse
Foxconn in discussions with Dnex on Silterra expansion..........