https://www.dailymail.co.uk/news/article-9945695/House-prices-SOAR-fastest-pace-32-years-August-2021-despite-Sydney-Melbourne-lockdowns.html

https://www.orientaldaily.com.my/news/international/2021/09/04/435701?source=editors-pick%E6%96%B0%E9%97%BB%E7%B2%BE%E9%80%89

UK enjoys property sales boom amid Covid-19 pandemic
Britain’s real estate market defies predictions of a house price crash despite coronavirus crisis

https://www.theguardian.com/money/2021/sep/03/uk-enjoys-property-sales-boom-amid-covid-19-pandemic

natural gas price is soaring to USD4.6++, hopefully this is boosting Sapura revenue and profit...Its going high and higher...

it will be very interesting how performance of sapura QR looks like when it released soon,
Will it start to move towards its prime, starting September?

natural gas price is roketing up...now 4.22...anyone noticing this, quietly Sapura is benefited from the shoot up in natural gas price...

Same thoughts here with @armadatuah too...I think they need to sell off those assets, reduce impairment cost, and optimze the operation cost...slowly toward more sustainable positive cash flow to company while repaying the debt from profit and asset sell off....

Hope they will be able to get rid some during oil bullish now...Focusing on those biz with more sustainable and higher profit margin

Disclaimer: Own sharing, not buy or sell call...

Just my opinion, profit margin very much depends on oil market and ouil marget, if market tight with oil supply and demand, oil price stands high, the profit margin should be higher than past 2-3 years during oil bearish...
Isn;t this is correlated? I mean, we should expect profit margin be higher during oil bullish right?

DIsclaimer: Own opinion, no buy call or sell call.

Oil stabilize at USD70+, this is good for economy recovery...a much higher oil price will affect the economy revitalization, increasing the inflation, and boost the shale oil indutries...

Oil price stabilizing at USD 70+- is good enough for upstream biz...it does not need to be 100++, as long as it is settling consistently.

Natural gas price is soaring...this is good for Sapura...

These factors are favoring Sapura in upcoming quarters...

Disclaimer: Just own opinion, not buy or sell call.

Own can decide what to do if share consolidation really materialize...for now...no shout out please on share consolidation without any confirmation from the company.

If oil price stabilize at around 70++...Its hopeful that Sapura may bag more contracts...Natural gas price soaring too...

As for share consolidation, no confirmation yet..so why wanna shout on this?!

Everything is possible now...rm 3.8...where are TP given by analyst film?
Really tough now...

RM 3.9 --> rm 3.9 x 3= RM 11++......PreBonus Issue.

PreCOVID RM 5++....Current price still 100%++ higher than PreCOVID era....

How much more it will drop, anyone can advise?
Or strongly rebound till RM 10++? JP MOrgan call for rm 3.5 is very likely now...its not a dream call, its getting closer and closer...

Phuket reopening

https://www.sinchew.com.my/content/content_2504169.html

Its getting better and better, clearly seen from EBITA reported for this quarter and last quarter.
All devisions are imporving if I read the Quarter report right...

The oil and natural gas price up to April (recorded for last Quarter) are lower than current oil price (Oil price and natural gas price from May till now are much higher).

SO I m anticipating positively for performance in upcoming Quarter, to be reported in September...It will be promising I bet.
Any one have better analysis can share here on goods and bads of the latest QR released today...

@hcthey, thas what i feel also, cannot imagine firm retailers sold it at this stage, pending for X-date...

i guess some big players selling now to create panic to retailers to sell at loss, before soon buying back before X-date, to catch the fat dividend...

Am not 100% sure, but it will be very weird sell down pressure continue much more, and these people just wanted to make that small profits and chao before fat dividen out... thats to me very weird...

So I keep and wait... We will see...

Diclaimer: sharing own thoughts and opinion, not a buy call or sell call...

@pharker, depending on what you want...no right or wrong...like GENM, GENTING, people sold off before or after DEVIDENDs, and the share price shot up hugher, and the share prive never look back to PreSell level...

There is no right or wrong...
For me, i stick on it...and enjoy my dividend...and anticipating patiently for it to rise up to its IPO level...I worry may miss the boat, not evertime I can sell on high, buy on low, and sell on high...Share market unpredictable...

Just my thoughts and feeling:

I think it will be better and better till X-Date, and mayb beyond, imagine you buy at 60+ sen, gain 5sen dividend, that's like 8%+ dividend in less than a month by 23 July...

The dividend is much better than interest from Bank...8%+ in less than a month time, money in your account by 23 July...so who wanna sell? If somebody sell now, it stand a risk of losing fat divident in upcoming month, somemore if the share price remain still 60 sen + or even higher in upcoming months, due to high inflation globally which prompt people buying properties...

I am also think, big fund may come in whenever there is a discount in share price when it goes low...

Big fund like fat dividends...

I just topped up some more...

Lets see how it does in upcoming days...8% divident, in less than a month time...riding on property, inflation etc...in UK and AUstralia...

DIsclaimer: Just sharing my thoughts, not a buy call or sell call...

@ driller71..Thanks bro.

It gives some ideas on its earning.

Whoever behind this (if there is), owe all investors on their hard-earned money...

What a mess-up, during oil hike somemore...what a miss in return for all our investors..piss off really...

WIth Current oil hike, Serback could have already rocket to rm 2...if without this thing happened...

Really mess up ...and cause so many investors to burn their hand...

What a miss, Serback is in this mess during oil hike...

@driller....
Sapura OMV has 30,000 Barrel Oil Equivalent that can get direct revenue from the oil price increase, as well as additional revenue from gas sales since oil price & gas price usually in tandem.

Can enlighten more info on this? I was looking for info on how much Sapura can be benefited from the oil hike...


Does this mean, with SAPURA produce 30,000 barrel equavalent a day from its joint ventures...and every increase in 1USD per barrel will add 30,000 USD extra profit to Sapura daily?

Please advise. Tq.

EWINT is slowyly up now...in anticipation of coming QR to be announced by this month end...it seems the housing market is looking pretty good in UK and Australia where EWINT has most its businesses...

If the EWINT can catch the hot property market wave right now in Australia and UK, anything is possible...I hope it can slowly up to 70++, and 0+ and RM1++...hopefully....many of us bought first round during IPO rm 1.2...royal until now, hopefully will be rewardede after 4-5 years of entering this stock...

https://www.nzherald.co.nz/travel/indonesia-bali-will-reopen-to-international-tourists-in-july/K7TZT6VPGQMUXMQ4KADC4FN52A/

Some encouraging news

Indonesia, Bali will reopen to international tourists in July

Disclaimers: Personal view for sharing, not a buy call or sell call, invest on own risk

https://thethaiger.com/hot-news/tourism/tat-re-confirms-phukets-reopening-date-of-july-1

Some encouraging news....Impiana having their present in Phukets mat get a boost if there is a "revenge travel" from those countries who get fully vaccinated...

Disclaimers: Personal view for sharing, not a buy call or sell call, invest on own risk

https://www.sinchew.com.my/content/content_2488694.html

Housing price globally shoot up due to QE...necessitated by Covid Pandemic...

UK is one of the countries which see housing price rising up....

Will supermx gradually dip to rm 1+??....Cases in US, India and Europe are dropping....
Now is rm 4x2 (bonus issue 1:1)= Rm 8, PreCovid was rm 1+....Still much space for going down if the Covid is slowly fading away...

Actual value is round rm 8 (considering bonus issue 1:1) still now, compared to pre-covid rm 1+...

If Covid end, can the share price sustain at rm 8 (Pre-Covid value)??

Tough time ahead...

Will top glove gradually dip to rm 3+??....Cases in US, India and Europe are dropping....
Now is rm 5x3 (bonus issue 2:1)= Rm 15, PreCovid was rm 5+....Still much space for going down if the Covid is slowly fading away...

Tough time ahead...

During COVID peak in US and Europe, glove selling price dammn high, now, these selling price can be maintained? or drop back to close in to PreCovid level? if so, RM 4 is considered too high right?

Is it better to wait til it settle back to rm 1-2++ before going in?

US cases drop below 10k, Europe cases are down, is the glove demand still super high? Can the selling price for gloves kept at superhigh? finally can the earnings be maintained at superhigh?

The current price RM 4 = RM 4 x 2= RM 8 before bonus issue, compared to PreCovid RM 1+

RM 8 - RM 1, it is already 6-7 times higher than PreCOvid

is current share price already bottom, or still much room to go down???

During COVID peak in US and Europe, glove selling price dammn high, now, these selling price can be maintained? or drop back to close in to PreCovid level? if so, RM 15 is considered too high right?

US cases drop below 10k, Europe cases are down, is the glove demand still super high? Can the selling price for gloves kept at superhigh? finally can the earnings be maintained at superhigh?

The current price RM 5 = RM 5 x 3= RM 15 before bonus issue, compared to PreCovid RM 5+

RM 15 - RM 5

is current share price already bottom, or still much room to go down??

Share market is unthinkable...cannot be expected, tat y only less than 10% making profit...this part i agree.

But investing in GENTING and GENM i can always sleep well....regardless of different pull back cycle...no matter how much we invest here, coz we know, this stock won't go holland...having GENP, GENM, property etc....and some more worldwide now...

Unlike investing in glove counters, i cannot sleep during pull back...coz whats always in my mind is,,,,will current price dip bottom further again, coz current price top glove RM 5= RM5x3=RM 15 (Precovid is rm 5+)

and supermx is rm 4x2 = rm 8 (Precovid is only rm 1+)...these always worry me if I invest in glove counters...

anyway, US and Europe has much lower cases now....they may not need that many glove anymore, and gloves super huge profit still sustainble??


Disclaimer: Just sharing...

the sentiment good in US and EUrope, cases down...in US, its about 5k ++, lower than us.

It proves LKT decision to invest in US is fruitful now...

Later, if our cases down back due to FMCO, and situation gets better, I bet GENM would go 3+...then another wave should push it to rm 3.5+ if the FMCO back to MCO in up coming nmonths, plus vaccination roll out sped up.........

It may happen, and among most recovery bluechip, this is one with alot of upside rise to go...

Its very hopeful. Guys hold tight.

DIsclaimer: own sharing, not a buy call or sell call. invest on own risk.

the sentiment good in US and EUrope, cases down...in US, its about 5k ++, lower than us.

It proves LKT decision to invest in US is fruitful now...

Later, if our cases down back due to FMCO, and situation gets better, I bet GENTING would go 5.5.-6...then another wave should push it to rm 6-7 if the FMCO back to MCO in up coming nmonths, plus vaccination roll out sped up.........

It may happen, and among most recovery bluechip, this is one with alot of upside rise to go...

Its very hopeful. Guys hold tight.

DIsclaimer: own sharing, not a buy call or sell call. invest on own risk.

WIth vaccine in sights, and a sped up vaccination drive starting June (tomorrow) (Gorment has to speed up no choice due to heavy criticisms)...I bet no panic selling gonna happen both for GENM and GENTING...

The current share holders can wait...I always share here, based on own analysis, rm 2.6+- gonna be the strong support here...as time goes by, people anticipation will be more and more, and next week it will be rm 2.7++

Only two things will take it down heavily, vaccine proven to have failed in US and UK (which is not till now as vaccines work against the virus), and or, our cases increases to few tenths of thousands...if these happen, it may be hopeful for rm 2...

Otherwise, if our cases gradually slow down due effect of FMCO...the share price will climb back...

Disclaimer: Just to share, invest on own risk

Just to share my thoughts...

One by one, storms is coming to glove stocks...

think US is on way out of COvid having <20k++ cases a day, they may already have enough supply/source on gloves...

Last year when US/Europe caught in COvid peak, gloves selling prices shoot up...they have no option but to accept it as they are in dire need.

Now, they have recovered mostly and cases gone down...

TIme for them to come back to glove counters.....:(

One by one...
Be prepared , glove investors...This is US..not other countries...they are rock solid in thier move.

Disclaimer: Just to share own thought, not a buy call or sell call, invest on own risk.

HI Guys,

Just to share my thoughts...

One by one, storms is coming to glove stocks...

think US is on way out of COvid having <20k++ cases a day, they may already have enough supply/source on gloves...

Last year when US/Europe caught in COvid peak, gloves selling prices shoot up...they have no option but to accept it as they are in dire need.

Now, they have recovered mostly and cases gone down...

TIme for them to come back to glove counters.....:(

One by one...
Be prepared , glove investors...This is US..not other countries...they are rock solid in thier move.

Disclaimer: Just to share own thought, not a buy call or sell call, invest on own risk.

This full lock down can be a turning point, thats where we got out from Covid back in March/April20
Now situation is different, along with Full lock down, government has no choice but to speed up the vaccination...

MOST GENB cannot do business anyway under current MCO, or not much business under CMCO too...so the FMCO is a way out, to take down the cases, and in 1-2 months time, we should see the impact of full scale vaccination (Sinovac/Pfizer)...

So situation is not that bad, my feeling is that, we are going through what US/UK is experiencing 2-3 months back when COVID peaked, and vaccination is sped up. ANd US and UK got out from COVID peak now and economy reopening.

A FMCO is better than half cook MCO...

It's temporaily painful, but hopeful in 2-3 months time....

GENB already diversified their biz to overseas (which is recovering now),not all eggs in Malaysia basket....

Still same startegy here,if it drops to rm 4++....I am considering to load in more..

DIsclaimer: Just to share own thoughts, not a buy call or sell call. Invest on own risk

Just to share my own thoughts

This full lock down can be a turning point, thats where we got out from Covid back in March/April20
Now situation is different, along with Full lock down, government has no choice but to speed up the vaccination...

Genm cannot do business anyway under current MCO, or not much business under CMCO too...so the FMCO is a way out, to take down the cases, and in 1-2 months time, we should see the impact of full scale vaccination (Sinovac/Pfizer)...

So situation is not that bad, my feeling is that, we are going through what US/UK is experiencing 2-3 months back when COVID peaked, and vaccination is sped up. ANd US and UK got out from COVID peak now and economy reopening.

A FMCO is better than half cook MCO...

It's temporaily painful, but hopeful in 2-3 months time....

GENM already diversified their biz to overseas (which is recovering now),not all eggs in Malaysia basket....

Still same startegy here,if it drops to rm 2.6++....I am considering to load in more..

DIsclaimer: Just to share own thoughts, not a buy call or sell call. Invest on own risk

ts unpredictable, its moving up ...:)

is unpredictable, its moving up ...:)

Thanks @Warchest @Turbo8672...you guys always there to enlighten us on positive development...
Really hope it goes back to its IPO price and higher...:)

I remember last year, when US cases on the rise, many critisizing GEN group strategy to expand buiness and invest more in US...but these strategies set to be fruitful now, with US recovery while we are in deep crisis.

So situation and the outlook for GENM and GENTING may not be that bad with current deep COVID crisis we are in now.

Just my thoughts to share.

@Stocksafeplayer

Yes, I think its unclear if it will end up as endemic, or still pandemic in long run.
The latest development with Vaccine efficacy and reappearance of Covid cases give hints to endemic.

I think that is bearable, like H1n1, SARs, etc...it becomes localized, and slowly it may fades with better vaccines etc...so life can still back to pre-Covid, with certain personal hygience SOPs.

For now, UK, Israil, and US have proven it is possible to return to Pre-Covid. So it is a matter of vaccination coverage.

What I can see here is, the shortage in vaccines mostly due to high cases in US, in Europe and now India.

Now China doing good, US cases drop below 20K, UK below 2K, Europe countries are improving, the vaccines availability should be ample in next months, that is also the timelines given by KJ.

If that happens, sentiments will turn really good.

@Stocksafeplayer.

Just my own thoughts, nobody (except glovelovers) would want the cases to continue to rout...
NOrmal people would want to end this pandemic so that live can return to normal, jobs can maintain, out rice bowl are preserved...

So far what happened in US and UK shed some good hopes.Recovery can happen faster than we expected...

Except one thing, if US, UK, ISrail cases rise up again and Vaccine proved to fail in long run, than

I will rethink my positions....

Just to share my thought, we are now like UK during deep COvid crisis, or US during deep COVID crisis...where mortality and cases all are higher and higher...

It was also a turn around moment that both US and UK gorment started their serious comitments to bring in vaccines, vaccination drives, and enforce stricter SOPs. And cases constantly drop until now they are easing more and more activities...

I think we are repeating their footsteps, and I think the current crisis here will speed up our vaccination drives...

When vaccination soon reach 40-50%, we should see huge encouragement in the drop in cases...just like UK and US...so the next recovery sentiments should happen fast than expected. It may materialize earlier than we expected...Everybody mention herd immunity at 80%, but look at UK, Israil, and US, they aren't reaching 80%, perhaps 50-60%, and the results are very positives now...So we may not need 80%, maybe 40-50% may be a significant drop in cases...

Disclaimer: Just to share own thoughts, not a buy or sell call.

Anything can happen, strong support around 2.6...

Just to share my thought, we are now like UK during deep COvid crisis, or US during deep COVID crisis...where mortality and cases all are higher and higher...

It was also a turn around moment that both US and UK gorment started their serious comitments to bring in vaccines, vaccination drives, and enforce stricter SOPs. And cases constantly drop until now they are easing more and more activities...

I think we are repeating their footsteps, and I think the current crisis here will speed up our vaccination drives...

When vaccination soon reach 40-50%, we should see huge encouragement in the drop in cases...just like UK and US...so the next recovery sentiments should happen fast than expected. It may materialize earlier than we expected...Everybody mention herd immunity at 80%, but look at UK, Israil, and US, they aren't reaching 80%, perhaps 50-60%, and the results are very positives now...So we may not need 80%, maybe 40-50% may be a significant drop in cases...

Disclaimer: Just to share own thoughts, not a buy or sell call.

@Consultant
everthing possible, its now 2.6++....

Still think this is strong support..,i already in some :)