Cheapest OSV stock. M&G, Perdana, and Keyfield all up.

What will be India and China GDP when Thailand casino are ready? It will be much better than now. Question now is how to get a pie from Thailand plan.

Many people wonder when can get the approval for Taurx Alzheimer medicine. For me the most important is whether the medicine is safety and effectiveness. The result show these two pint already. Try to think about it if you are an Alzheimer patient. What will you do if you know there is a drug which can delay deterioration of your condition or even reverse it if you at at very early stage? Is it worth to hold Taurx or Genting berhad due to accessibility

So far Taurx medicine seem like the best for Alzheimer patients at this stage. 95% pateints willing to continue the drug after completing the testing. Question is when will FDA approve the drug which will benefit the Alzheimer patients. Pressure on FDA will grow when Non-US patients showed good improvement after taking the drug. It is good that the drug started being used some where.

@Michael_chan2022. That is old new. Genting will wait till listing because Taurx medicine can benefit AD patients. Taurx has completed test last year and published result this year at World Congress. In the mean time, i believe they have prepared for commercial production of the drug. Once FDA approved the drug, marketing of the drug can be carried out. IPO listing also not far from it. The presentation of result in the world Congress like a advertising and give hope to many AD patients. Investment in GenB need holding power.

Ageing people become more and more. Drug for AD sure have a big market. IB might suddenly raise the price target based on development of Taurx. All the best.

I bought Genting for three reasons:
1. Tourist number expected to boom due to visa free policy.
2. Land held by Genting plantation in Johor
3. TAURX medicine. Effective and safe to be used.

IPO US$ 15b. What is the price after listing? US$ 20? Just need to wait for six to twelve months.

Do you think Taurux drug is important for current ageing society? This is the key point to hold Genting. Although it might take time to obtain FDA approval, ageing population is becoming bigger. This will translate into high demand for the medicine.

Sept to dec the demand for OSV tend to be lower due to weather factor. Q1 and q2 will see higher utilization rate for OSV.

OSV outlook is good. Increase in revenue already mean higher demand for OSV. Cash balance start to build up from the last quarter. Debt is greatly reduced. Increasing demand for OSV mean profit margin will increase. Most important catalyst is obtaining new contract which can get higher profit margin.

Result show improvement in term of cash balance and debt. Outlook is good. Price is expected to go up if get any new contract.

https://theedgemalaysia.com/node/697396

https://theedgemalaysia.com/node/698371
More OSV are needed.

Similarly Sunway also stop disclose their transaction on IJM after holding less than 5%.

EPF held less than 5% from 10 Nov 2023 and threfore no need to disclose any transaction to public. Not sure EPF has sold all or not.

Any new?

Profit for sealink will increase over time. Company viability is not longer an issue based on 3rd quarter result.

The correction is due to oil market and quarterly result lower than expectation. Can refer to
https://theedgemalaysia.com/node/683937

Good quarterly result. Somemore Tan Sri bought it at 0.52.

Q3 result still reflect high utilization rate but did not reflect high daily charter rate. Will Q4 result show any improvement due to higher daily charter rate?

Perdana Q3 profit RM 23 million.

EPF sell Sunway but indirectly buy Sime Darby Ramsay hospital.

November result reporting month. Hopefully Sealink will show us suprise result.

Company with higher number of vessels will benefit more from higher daily charter rate.

Sealink has 22 vessel for rent. I still haven't checked the vessel number in other company. Please share if anyone has done research on this.

Just expected the earning per share will go higher following the rise in daily charter rate of OSV. Last quarter is 1.34 cent. How high it will go depend on your predition of EPS.

@MarioBros , what is your expectations for Sealink quarterly result in November? I think this might help you to decide whether you should buy the share or not.

I think it will only go up next month. Anyway, M&G is a good reference for sealink. Just announced result last Friday. Guess sealink will also show higher profit.

Sunway has been selected for second round of bidding for Sime Darby-Ramsay hospital sales. The result will be announced in October 2023.

Profit of sealink depend on the daily charter rate of vessel and utilization rate.

MarioBros, daily charter rate for the vessel will tell you part of the answer. Utilization rate is not easy to access. Anyone know how to access daily charter rate for vessel?

The share has increased from 0.085 to 0.19 due to excellent quarter result. If you believe it will still out perform in quarter end on 30 September, now it is the time to accumulate the share till announcements of quarter result in November.

Actually EPF has started to buy Sunway recently. Compare to previous, EPF is only keep on selling Sunway. Last week onward, EPF has initiated to buy Sunway even though selling still happened.

Oil price go up higher, daily charter rate for vessel should be go up too. Any idea how to know daily charter rate for vessel?

OSK started the loan business in 2020. The division has grew rapidly. I bought OSK not only high dividend but also because of the loan providing business.

Need to think two side: why EPF dump the share? Who and why buy the share? Even EPF keep on dumping, who is the buyer behind and why the buyers willing to buy it at current price? Due to sunway medical or any hidden value in the group?

I love aeon credit but it is very expensive. OSK also got a a expanding loan providing division in Malaysia and Australia. Very interesting business.

Haha. The price will skyrocket if EPF also buy. By why EPF have to sell since property and healthcare stock already back to focus.

Price for private placement has been fixed. Anytime can go up.

https://oilprice.com/Energy/Energy-General/Diesel-Markets-Brace-For-A-Chaotic-February.html

Many of us have gone through roller-coaster Hengyuan price trend. Hopefully the rabbit will bring us great wealth of refinery fortune. Happy New Year.

New Year bet:
Q4 result i guess is slightly profit.
Q1 2023 result is excellent.

Two criteria to maximize HY profit
1. Oil price on rise trend
2. Crack spread also on rise trend.
I think these two criteria are found in current condition

https://www.google.com/amp/s/euroweeklynews.com/2022/11/27/watch-major-fire-beaks-out-at-an-oil-refinery-in-angarsk-russia/amp/

Petronm result come out today

@hng33, any idea contribution of Malaysia Petronm to Petron Philippines? Petron Malaysia might increase or reduce profit of Petron Philippines. Mind to share your finding?

For diesel, which one is using:

https://www.tradingview.com/symbols/NYMEX-GZ1!/

https://www.investing.com/commodities/nymex-singapore-gasoil-platts-c1-futures-historical-data

https://oilprice.com/Energy/Crude-Oil/Why-Overly-Confident-US-Drillers-Ditched-Their-Hedges.html

https://oilprice.com/Energy/Oil-Prices/US-Refineries-Profit-From-Cheap-Sour-Crude.html