aquila

Agree with you.
If pocket is deep, it is time to collect and wait for 6 months.

Will this affects the takeover?

"SC revises takeover rules, abolishes minimum 50% shareholding for takeover by scheme arrangement"

油氣業引爆違約擔憂　5銀行呆賬風險升高
OrientaldailyWed, Aug 10, 2016

（吉隆坡10日訊）新加坡油氣公司Swiber清盤事件，引發低油價環境推高油氣公司違約機率的擔憂，而國內7家上市的銀行集團當中，有5家的油氣領域貸款比例處于偏高水平，這也讓他們面對更高的風險。

大華繼顯分析員指出，國內有5家銀行的油氣領域貸款比例處於偏高水平，包括大馬銀行(AMBank，1015，主板金融股)、馬銀行（MAYBANK，1155）、艾芬控股（AFFIN，5185）、聯昌國際（CIMB，1023）和興業銀行（RHBBank，1066）。5家銀行的財測和目標價因此被下調。

目前上述銀行油氣領域的平均呆賬率為3-5%，大部份來自海外企業貸款。

而國內油氣公司接下來的違約機率也不小，且尚未反映在銀行股的股價走勢上。

作為參考，市場預測新加坡銀行的岸外服務油氣公司貸款，呆賬率最高可能去到30%。

儘管大馬油氣公司的主要客戶為國家石油（PETRONAS，簡稱國油），但並不能完全保證償還貸款的能力。這是因為國油大幅削減開支，提高終止合約的機率。此外，部份國內油氣公司擁有大比重的海外合約，被終止合約的風險更高。

有鑑於此，分析員相信，本地的油氣領域貸款將經歷一輪結構性重組，造成銀行呆賬撥備提高，尤其是針對那些高負債、營運現金流不斷下滑的油氣資產公司。

據分析員統計，高風險的油氣公司包括合順油氣（UMWOG，5243）、達洋企業（DAYANG，5141）、柏力賽石油（PERISAI，0047）、ICON岸外（ICON，5255）和達雅集團（DAYA，0091）。

馬銀行風險最高

馬銀行作為上述5家公司的主要貸款銀行，被違約風險最高。大馬銀行和興業銀行則分別是其中4家和3家油氣公司的主要貸款銀行。

分析員估計，2017上半年這些銀行的油氣領域貸款毛呆賬率，可能會提高2倍，至12-15%。

另一方面，新加坡油氣公司Swiber清盤事件，將會直接衝擊興業銀行和馬銀行的次季業績。前者2016財政年（12月31日結賬）盈利料因此減少12%；後者則微跌3%。

油氣股方面，柏力賽石油的違約風險最大。手上現金只有3600萬令吉，短期貸款卻高達4億6100萬令吉（今年10月到期），償還能力成疑。

另一家須關注的油氣公司為沙布拉肯查納石油（SKPETRO，5218），該公司是領域中最大的負債者。

Samyew
Start counting profit?

ya lor
0.08 only. cheaper than rambutan

Samyew
You must have invested heavily in Cenbond.
Good luck to you.
Hope you huat kau kau.

Coastal is expanding into down stream LNP business.

http://www.lngworldnews.com/malaysias-coastal-contracts-taps-into-indonesian-lng-market/

The product range is too confined

still can buy more lah

If someone wanted to buy at rm2.10 and the current stock price is rm1.70,
still can enter what.

Keep watching till early Sept

http://www.enanyang.my/news/20160723/%E5%AE%89%E5%90%89%E9%9B%85%E6%AC%A1%E5%AD%A3%E5%87%80%E5%88%A9%E6%9A%B4%E8%B7%8C84/

安吉雅次季净利暴跌84%
143点看 2016年7月23日
（吉隆坡22日讯）安吉雅（AJIYA，7609，主板工业产品股）截至5月31日次季，净利按年暴跌84.1%，从上财年同季612万9000令吉，滑至97万3000令吉，或每股净利1.28仙。

建筑市场放缓，该公司营业额从上财年同季1亿1167万2000令吉，下跌9.4%至1亿115万2000令吉。

首半年，营业额按年下滑10.0%至1亿9479万3000令吉，而净利则猛挫62.2%至406万8000令吉。

Asking price is now lower than 2.65

"U.S. prosecutors sued on Wednesday to seize more than $1 billion in assets "

This is M'sians tax payers money.
Will U.S. return it or makan it.

Thanks cbsupporter

Has their jv with Bosowa started production?

Liek Lim,
They become shareholders of a private company.

George

10 days after the first closing or after it becomes unconditional.
This was stated in their letter of offer.

samyew he does not know.
read his previous post.

Posted by husky88 > Jul 14, 2016 10:17 PM | Report Abuse

Cenbond why move so slow?

YOLOOOO

Ya lah avg down.
That is what the book said.

I think someone has just said it "this country has gone to the dogs"

Is it true that the company chairman is in trouble?

salaries/fees for the board about rm6 mil.
very generous to themselves and not so to the shares holders

Inventory has spiked from 121mil in FY15 to 220mil in FY16.
This is not good

Hai HK, how do you derive at 2.85?
The offer by the Hwang family group is at 2.65.

Dividend is so pathetic.

Finally the "Form of Acceptance and Transfer" is out.
http://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=175846&name=EA_DS_ATTACHMENTS

On and off people are using Buffett's name to their benefits.

Some one may want to buy from you at below RM2.65 and get a profit.

Dividend at 3.5 cents.
What is your DY?

have found new venture.

Suspension liao.
For one whole day must be a serious one.

kacang putih dividend

turun lagi.

quit this counter

Many companies in this industry are holding very high inventories
due to the low oil price.
Even if oil price were to recover slowly, it may takes years to digest the inventories in hand.
If have the ability to hold the stock for maybe 3 to 5 years, then it is ok to enter now.
I cannot hold that long, so it is better of me to wait for the breakout.

Is it a break out?

Insider

It has not been confirmed.

After the angmo left then can turn it to a halal airlines

Since proton has been privatised, who are the major shareholders?
Is mamat one of them?

Anybody heard about the company is going to distribute to its
shareholders a portion of the profits made from previous land sale?

Expecting 1.10

Good news coming

Went in at 1.13

Eh ah calvin who is coming?

Borneo Highway should provide a lot of business opportunities
for construction materials providers.
Prestar is one of them and a strong one at it.

I think they willhold their words.
2 years.

pba is a business entity.
If government wants to please the voters they should follow what selangor is doing.

Bought at RM0.45

Still collecting