Investing Experience -
Risk Profile -
Followers
1
Following
0
Blog Posts
0
Threads
3,234
Blogs
Threads
Portfolio
Follower
Following
Summary
Total comments
3,234
Past 30 days
1
Past 7 days
0
Today
0
User Comments
Stock
Stock
Stock
Stock
2021-10-15 15:12 | Report Abuse
investortrader88 My queue buy matched at RM 1.18 this afternoon.good luck guys.
27/09/2021 8:48 PM
Sp setia.keep it up .:):)
Stock
2021-10-14 15:21 | Report Abuse
Got some tickets from my queue .good luck guys
Stock
2021-10-13 09:59 | Report Abuse
investortrader88 this morning queue buy matched.good luck.guys.
03/03/2021 12:30 PM
I bought at RM 2.72.good luck for those who believe in FPI & still holding !
Stock
2021-10-13 09:25 | Report Abuse
investortrader88 my queue biy matched at RM 0.80.good luck guys.
13/07/2021 4:56 PM
Congrats for those who still holding.good luck guys !
Stock
Stock
Stock
2021-10-11 15:27 | Report Abuse
Managed to get some tickets at RM 0.50 from my queue.good luck guys
Stock
2021-10-09 19:13 | Report Abuse
investortrader88 Got some tickets at RM 1.00 .good luck guys
01/09/2021 5:23 PM
Profit 46% last Friday closing.hold tight my tickets.;););)
Stock
2021-10-09 19:09 | Report Abuse
investortrader88 Bought some tickets at RM 3.34.good luck guys !
26/08/2021 10:44 AM
Profit 67 % ;););)
Stock
Stock
Stock
Stock
2021-10-08 11:47 | Report Abuse
Last week I bought some tickets at rm3.01.will continue to hold .good luck guys
Stock
2021-10-07 09:46 | Report Abuse
Last 2 days managed to top up some tickets at RM 1.81.good luck guys
Stock
Stock
2021-10-06 09:15 | Report Abuse
Fast & furious .good luck those who still holding.:):):)
Stock
2021-10-06 09:07 | Report Abuse
Very strong hpmt.keep it up congrats guys !
Stock
Stock
2021-10-05 16:49 | Report Abuse
Getting stronger yinson ! Congrats guys .:):):)
Stock
2021-10-01 09:41 | Report Abuse
Finally fly ! good luck all shareholders !
Stock
Stock
2021-09-29 18:21 | Report Abuse
Very good qr.all shareholders good luck !
Stock
Stock
2021-09-29 11:53 | Report Abuse
https://www.theedgemarkets.com/article/symphony-lifes-largest-shareholder-calls-egm-remove-replace-three-directors-following
https://www.theedgemarkets.com/article/muar-ban-lee-sets-boardroom-tussle-symphony-life
https://www.theedgemarkets.com/article/vsolar-acquires-stakes-property-developers-meridian-and-symphony-life-rm15m-cash
https://www.theedgemarkets.com/article/muar-ban-lee-raises-stake-symphony-life-line-plans-diversify-property-development
Stock
Stock
Stock
Stock
2021-09-28 15:02 | Report Abuse
Yinson very fierce today.:):):)
Stock
2021-09-28 09:20 | Report Abuse
Bought some tickets at RM 0.805.good luck guys
Stock
2021-09-27 22:34 | Report Abuse
Maintain NEUTRAL. While the recent rebound in oil prices is a welcomed positive, sector’s fundamentals remain largely weak. Furthermore, outlook for product prices (e.g. crude oil, petrochemicals) are expected to normalise starting 2H 2021 and beyond. In line with this, Petronas is also expecting long-term crude oil prices to hover between USD55-60 per barrel, down from the current levels of ~USD70/barrel.
For stock picks, we see value emerging in DIALOG (OP, TP: RM3.50) and YINSON (OP, TP: RM6.00) given recent share price weakness. These names have proven resiliency, and are backed by strong and capable management.
Source: Kenanga Research - 30 Aug 2021
Stock
2021-09-27 22:33 | Report Abuse
Maintain NEUTRAL. While the recent rebound in oil prices is a welcomed positive, sector’s fundamentals remain largely weak. Furthermore, outlook for product prices (e.g. crude oil, petrochemicals) are expected to normalise starting 2H 2021 and beyond. In line with this, Petronas is also expecting long-term crude oil prices to hover between USD55-60 per barrel, down from the current levels of ~USD70/barrel.
For stock picks, we see value emerging in DIALOG (OP, TP: RM3.50) and YINSON (OP, TP: RM6.00) given recent share price weakness. These names have proven resiliency, and are backed by strong and capable management.
Source: Kenanga Research - 30 Aug 2021
Stock
2021-09-27 22:32 | Report Abuse
A read-through of Petronas Group’s financial results shows an overall improvement in numbers, led by favourable product prices, recovering from lows last year. In tandem with this, the group has agreed to increase its FY21 dividends to the government by an additional RM7b to RM25b, from its previous commitment of RM18b. Nonetheless, this is still far below the RM54b and RM34b dividends Petronas paid in 2019 and 2020, respectively. Its current balance sheet (net-cash of RM60b) should be able to stomach this increased dividend commitments. Meanwhile, capex spending has been slower, with 1HFY21 of RM14.8b (-14% YoY), as the prolonged movement restrictions had made capital investments difficult. Petronas is still looking for FY21 capex to reach ~RM40b (in-line with earlier guidance of RM40-45b capex per year for the next five years), and as such, we believe capex spending could be backloaded towards later parts of the year. That said, portion of upstream spending was reduced to 42% (from 53% in 1HFY20), and we see this trend of gradually scaling back upstream spending to likely continue as the group might seek to divert some of its investments into other renewable energy sectors in efforts to keep up with the current energy transition trend. Overall, considering Petronas’ increased dividend commitment, and continuing increased commitments towards renewable energy, we believe Petronas prudency to costs and spending will likely remain. As such, we believe this could lead to a slower recovery for local-centric contractors (e.g. VELESTO, DAYANG, UZMA). Realistically, we do not expect activity levels to revert back to pre-pandemic levels before 2023. As such, in order to see sustainable growth, we believe that these players would need to increase competencies to compete overseas, and/or expand their services into other sectors of energy in order to future-proof their portfolio. Maintain NEUTRAL, given the gradual recovery as the sector’s fundamentals still largely remain largely weak, with a long-term oil price outlook of USD55-60 per barrel.
Stronger financial performances driven by higher prices. Petronas recorded 1HFY21 core PATAMI of RM15,772m (arrived after adjusting for net impairments) – representing an 81% bounce YoY, largely driven by favourable prices for petroleum products, crude oil and condensates coupled with higher sales volume for LNG and sales gas. For the quarter of 2QFY21, core PATAMI of RM8,266m was a YoY turnaround from losses, similarly driven by higher average realised prices for major products. Meanwhile, QoQ, the quarter also saw a 10% increase in core PATAMI from improved realised prices for all products.
Increasing dividend commitments. More notably, on the back of the recovery, Petronas has agreed to increase its FY21 dividend commitment by RM7b to RM25b, from RM18b initially, assisting the government in combating the current Covid-19 pandemic. Nonetheless, this is still below the RM34b paid in 2020, and far below the RM54b in 2019. Looking at the group’s balance sheet, we believe it should be able to stomach this increase in dividend commitment given its current net-cash position of RM59.6b (up slightly from RM55b last quarter) – although we note that this is almost half from two years ago with RM117b as at end-2019.
Capex spending target to remain. In 1HFY21, Petronas’ capex spending had fallen 14% YoY from RM14.8b to RM12.7b, as the prolonged movement restrictions had made capital investments difficult. Upstream spending still remains the largest portion of the group’s capex at 42%, although this was lower YoY compared to 53% in 1HFY20. We see this trend of gradually scaling back upstream spending to continue, as the group might seek to divert its investments into other renewable energy sector in efforts to keep up with the current energy transition pressures. Overall, the group still sees its FY21 capex to reach ~RM40b. This is the lower-end of its capex guidance of RM40-45b per annum over the next five years, but nonetheless, still represents a huge improvement from RM33b in 2020 (as a comparison, in the five years prior to 2020, Petronas’ capex had ranged between RM45b to RM65b). Considering the movement restrictions and rising Covid-19 cases, we believe capex spending could be backloaded towards the later part of the year in order for the group to reach its FY21 capex spending target.
Slow recovery to local contractors. Considering Petronas’ increased dividend commitment, and increased commitments to renewable energy, we believe Petronas will continue to be prudent in its spending and cost measures. As such, we believe this could lead to a slower recovery and job flows especially for local-centric contractors (e.g. VELESTO, DAYANG, UZMA). Realistically, we do not see activity levels to revert back to pre-pandemic levels any time before 2023. As such, in order to see sustainable growth, we believe that these players would need to increase competencies to compete overseas,
Stock
2021-09-27 22:17 | Report Abuse
Established in 1984 (listed in 1996) Dialog is a leading integrated technical service provider to the upstream, midstream and downstream sectors in the O&G and petrochemical industry. The group serves a diverse range of customers that include multinational oil majors, national oil companies as well as multinational engineering and service providers located throughout the world. The group has grown both organically and through strategic alliances with internationally-renowned technology partners. Its global footprint includes offices and facilities in Malaysia, Singapore, Thailand, Indonesia, Philippines, China, Australia, New Zealand, Saudi Arabia and UAE.
After plunging 31.8% YTD (vs KLCI: -5.4%), we reckon that the risk-reward is getting attractive as the KLCI-linked DIALOG is currently trading at an undemanding 25.2x FY22 P/E (20.3% lower than its 5-years average of 32x). HLIB reiterated a BUY call with a target price of RM 3.45 in anticipation of Its recurring income will improve with the commencement of PDT Phase 3A and Langsat 3l, given that Asia-Pacific oil demand likely to grow over the next two decades. We maintain our view that the company has been steeply oversold with valuation nudging below meanwhile growth in earnings is still on the horizon (+16% EPS CAGR from FY21-23).
Going forward, Petronas’ RAPID facilities are expected to commence within the year, which will improve prospects for its Pengerang Phase 3. To recap, the construction works of the 430,000m³ storage capacity under Phase 3A of Pengerang Deepwater Terminals was completed in March 2021 whilst, the 85,000m³ capacity expansion of Langsat 3 is slated for full completion by the end of CY21. The group is still sitting on 500 acres of Pengerang land ready for future expansions.
After plunging 32% from a high of RM3.50 (4 January) to a low of RM2.31 (22 September), DIALOG is poised for a technical rebound as indicators showing uptick bias. A strong rebound above RM 2.42 will spur the prices towards its August levels of RM2.57-RM2.62. Cut lost at RM 2.20.
Source: Hong Leong Investment Bank Research - 24 Sept 2021
Stock
2021-09-27 22:16 | Report Abuse
Dialog announced that it has entered into a joint venture agreement with Morimatsu Technology and Service Company (Morimatsu) to collaborate and provide one-stop engineering and fabrication services of critical process equipment, pressure vessels and modular plant/facility solutions to serve local and international customers from Dialog’s facility in Pengerang, Johor. We view this development positively as it will further strengthen Dialog’s fabrication capabilities while expanding business opportunities, as well as tapping on Morimatsu’s strong market position and competitive strengths in advanced Japanese craftsmanship and European technology, and client base. We keep our forecasts unchanged pending further development and guidance. Our Outperform call on Dialog is maintained with an unchanged TP of RM3.86. We still like Dialog for its strong track record, defensive business model and steady recurring income generation from its tank terminal business.
Morimatsu Technology and Service Company (Morimatsu) is a subsidiary of Hong Kong listed company, Morimatsu International Holdings Company Limited. It is a pressure equipment manufacturer and provider of integrated pressure equipment solutions offering traditional and modular pressure equipment, and value-added services associated with the pressure equipment in industries, such as chemical, pharmaceutical, personal care chemical, mining and metallurgical, oil and gas and electronic chemical industries.
Joint venture (JV) arrangement. The JV company to be incorporated by Morimatsu and Dialog will be based on a 51:49 ratio. The JVCO will provide a one-stop engineering and fabrication services of critical process equipment, pressure vessels and modular plant/facility solutions to support various industries and customers locally and internationally. It is understood that Dialog will provide the required infrastructure and resources to JVCO from its facility in Pengerang, Johor while Morimatsu will provide and make available to JVCO the technical know-how. The JVCO is expected to be ready within two months.
Our view. We view this development positively as it will further strengthen Dialog’s fabrication capabilities while expanding potential business opportunities as well as tapping on Morimatsu’s strong market position and competitive strengths in advanced Japanese craftsmanship and European technology, and client base. Given that Dialog’s Pengerang facility is strategically located in existing major international shipping lanes with a private load-out jetty, we believe this is an attraction for Morimatsu’s first JV and production base outside China for its internationalisation strategy and expansion to serve its international customers in more than 45 countries.
Total investment is estimated to be around RM14m with Dialog expected to finance this through internally generated funds. While the existing facility is currently busy supporting internal and external customers, it has a total land area of 127 acres should there is a need to scale up operations. This move is expected to contribute to Dialog’s earnings from FY23 onwards via i) JVCO share of profit contribution, and ii) utilisation of existing infrastructure and facilities in Pengerang. While it is difficult to gauge how this will contribute to Dialog’s earnings at this point, our preliminary estimates suggest that it could potentially add ~3% to bottom line, based on our projection on its fabrication segment. We keep our forecasts unchanged however pending further development and guidance.
Source: PublicInvest Research - 30 Aug 2021
Stock
2021-09-27 20:48 | Report Abuse
My queue buy matched at RM 1.18 this afternoon.good luck guys.
Stock
2021-09-27 16:33 | Report Abuse
Very strong dksh today.shareholders smile.:):)
Stock
Stock
2021-09-26 10:14 | Report Abuse
Tmrw probably another limit up.good luck guys !
Stock
Stock
Stock
2021-09-26 08:44 | Report Abuse
Top 25 shareholders own 31.03% of Knm Group Berhad
MAA Group Berhad, Asset Management Arm
8%
Shares 266,001,800
Value MYR69.2m
Change % 0%
Portfolio % 77.37%
Last Reported 07 Sep 21
Inter Merger Sdn. Bhd.
3.2%
Shares 106,465,805
Value MYR27.7m
Change % -11.78%
Portfolio % 0%
Last Reported 01 Sep 21
Aveda Assets Capital Inc
1.8%
Shares 59,753,100
Value MYR15.5m
Change % 0%
Portfolio % 0%
Last Reported 01 Sep 21
Kumpulan Wang Persaraan
1.75%
Shares 58,120,800
Value MYR15.1m
Change % 644.57%
Portfolio % 0.03%
Last Reported 22 Apr 21
Cheow Har Ooi
1.74%
Shares 57,740,300
Value MYR15.0m
Change % -11.5%
Portfolio % 0%
Last Reported 22 Apr 21
Kenanga Investors Berhad
1.73%
Shares 57,427,500
Value MYR14.9m
Change % 16.28%
Portfolio % 0.59%
Last Reported 22 Apr 21
Norges Bank Investment Management
1.53%
Shares 50,898,470
Value MYR13.2m
Change % 0%
Portfolio % 0%
Last Reported 31 Dec 20
Tokio Marine Asset Management Co., Ltd.
1.52%
Shares 50,440,000
Value MYR13.1m
Change % -13.84%
Portfolio % 0.02%
Last Reported 22 Apr 21
Swee Lee
1.45%
Shares 48,232,652
Value MYR12.5m
Change % -50.92%
Portfolio % 0%
Last Reported 01 Sep 21
Siew Gan
1.42%
Shares 47,296,250
Value MYR12.3m
Change % -3.57%
Portfolio % 0%
Last Reported 01 Sep 21
Bank Julius Bär & Co Ltd., Asset Management Arm
1.02%
Shares 33,800,000
Value MYR8.8m
Change % 0%
Portfolio % 0.01%
Last Reported 22 Apr 21
LGT Capital Partners (FL) AG
0.81%
Shares 27,000,000
Value MYR7.0m
Change % 0%
Portfolio % 0.09%
Last Reported 22 Apr 21
Petroliam Nasional Berhad
0.66%
Shares 22,091,500
Value MYR5.7m
Change % 0%
Portfolio % 0%
Last Reported 22 Apr 21
Yoon Chee Wong
0.62%
Shares 20,550,000
Value MYR5.3m
Change % 0%
Portfolio % 0%
Last Reported 22 Apr 21
Soon Puay Er
0.47%
Shares 15,500,000
Value MYR4.0m
Change % 10.71%
Portfolio % 0%
Last Reported 22 Apr 21
Genting Utama Sdn Bhd
0.47%
Shares 15,500,000
Value MYR4.0m
Change % 47.62%
Portfolio % 0%
Last Reported 22 Apr 21
Gaik Eng Lim
0.39%
Shares 13,000,000
Value MYR3.4m
Change % 0.05%
Portfolio % 0%
Last Reported 22 Apr 21
Dimensional Fund Advisors L.P.
0.37%
Shares 12,449,420
Value MYR3.2m
Change % -45.52%
Portfolio % 0%
Last Reported 22 Apr 21
Tuan Kwee Teo
0.32%
Shares 10,500,000
Value MYR2.7m
Change % 0%
Portfolio % 0%
Last Reported 22 Apr 21
AIIMAN Asset Management Sdn. Bhd.
0.31%
Shares 10,372,300
Value MYR2.7m
Change % 0%
Portfolio % 0.34%
Last Reported 31 Aug 20
Kin-Lip Koh
0.3%
Shares 10,000,000
Value MYR2.6m
Change % 0%
Portfolio % 0%
Last Reported 22 Apr 21
Jaya Prem
0.3%
Shares 10,000,000
Value MYR2.6m
Change % 0%
Portfolio % 0%
Last Reported 22 Apr 21
Hock Soon Tay
0.3%
Shares 10,000,000
Value MYR2.6m
Change % 0%
Portfolio % 0%
Last Reported 22 Apr 21
UOB-OSK Asset Management Sdn. Bhd.
0.3%
Shares 9,844,300
Value MYR2.6m
Change % 0%
Portfolio % 0.38%
Last Reported 31 Jan 21
Mohd Bin Md Noor
0.28%
Shares 9,150,000
Value MYR2.4m
Change % 0%
Portfolio % 0%
Last Reported 22 Apr 21
Stock
Stock
Stock
Stock
Stock
2021-09-24 11:07 | Report Abuse
I decided to cut lose.losing 38.8%.good luck guys.
Stock: [IBHD]: I-BHD
2021-10-18 09:10 | Report Abuse
Managed to get some tickets from my queue at RM 0.285.good luck guys