PETDAG, PETGAS, MISC, MHB ~ own by PETRONAS all sink. Why?

As I said earlier, assume yearly eps at 15*4= 60c .. .. .PE now > 30x. Good to buy or hold?
make u own decision. . .

more sell side pressure after poor result announced

Anyhow, time to rebound as some guy behind might push it to lift up KLCI index.

How to justify the forward PE can be lower, as the management target the coming year EPS is getting lower?

http://www.thestar.com.my/Business/Business-News/2014/08/02/Stock-slump-surprise-for-Petronas-Dagangan-Group-sees-challenging-near-term-but-poised-to-grow-mark/

It’s currently trading at price-earning (p/e) ratio of 25.5 times compared to 38.48 times last year. On a forward p/e ratio, the stock is trading at 22.08 times.

Shell rebound from 3 years low; will PETDAG follow after the short term rebound (last Friday) despite market sentiment still weak?

Support @ RM 18

Petronas miliki 1,093 stesen minyak + 43 by end of 2014


http://www.utusan.com.my/utusan/Korporat/20140728/ko_01/Petronas-miliki-1093-stesen-minyak

Assume yearly eps at 15*4= 60c
Share price take a support at RM 18

Dividend yield, around 3.3%- attractive?
PE= RM 18/0.60 = around 30x. Expensive?

The only way can help PETDAG- (1) share split to churn the sentimen; (2) privatisation. Any taught?

Will Petdag fall until RM 17 after my call to SHORT PETDAG on June 2014?

will it fly above 24sen this afternoon?

Will the share rebound from RM 20 level?

Marking year low. Will IT split 1:10 to boost the share liquidity ; which may increase the demand from retail investors as well as the share price?

Good to buy and hold for long term .

Good luck all

mind to share more on mops ?

Rebound coming . . .

Will PETRONAS, EPF and Gov linked fund let PETDAG dropped beyond RM 20 from RM 31-32 ?

Ask an investment bank issue some petdag-put warrant?

Time to short the petdag share. . base on LC Chong recommendation?

^_^

^_^

Exclude the top 30 shareholders, only leave 8.8% shares (90mil shares) circular in Bursa Exchange. Will Petronas , EPf, PNB push the price higher before month end?

cut loss .. anyone ?

POSH shares flat on debut, public offer five times subscribed

public offer: POSH received 8,567 valid applications for the 211.2 million shares on offer, amounting to a total of $242.9 million

After RM 1.68, next target is RM1.74 and RM1.80. What will u do if YTL can move to RM1.80?

MAYBULK rebound from RM 2.02 indicates +ve toward POSH listing tomorrow

If POSH so good, why MAYBULK still sinking like korean ships?

Who say Maybulk can cross above RM 2.50?

^_^ cheer mates!

Higher downside than upside . . . .

inline with expectation . . ,More to come if it can break above RM 2.15

http://www.nanyang.com/node/614931?tid=462

获99.99%股东赞成 马散装货运准购POSH股票

EGM today : 99% approved to invest max of USD70mil in POSH to maintain it's 20% stake

Some pull-back before earning release?

Notable, MABYULK are oversold after the news break up. Having said that, I foresee MABYULK will rebound by next week. Support pegging at RM 2.00

IMO, it means investor are risk-averse, not willing to pay higher price for POSH. On contraction, it will increase the probability of POSH rebound on listing, which may lead rebound in MAYBULK.

POSH sell at low end, indicate at SGD1.15

hahaha .. . if yes, why the buyer and seller want to do that?

ta5851 - yeaah .. ^_^ market full of sharks

Seem like DIALOG is moving toward RM3.60; with current day high at RM3.58. Still need more volume to break the resistance level.

40-46sen/kwh is fixed for 25 years or subject to renew? Any taught?

Congratulation for thus who managed got it this morning ^_^

Congratulation for thus who managed got it this morning ^_^

Notable, the Manjung 4 is going to commence operation in March 2015. TENAGA fair value derives by using DCF model, which is using FUTURE/FORWARD cash flow.

Pls correct me if I am wrong ^_^

Higher operating cost in coal usage shall compensate by:
a) Tariff hike by 15% overall
b) sales annual increase by 4-5%
c) reduce capacity payment to Jimah and Tanjung IPP

As such, I think coming Q214 result shall able to stand around 84-88cen/share

Gas subsidy will compensate by the reduce payment in Jimah and Tanjung Bin IPP capacity payment as well

Tena, thanks for the sharing. However, I doubt on 77% dropped in Q214 result compared with Q213.

TENAGA is expected to report strong topline growth in the coming 2Q14 results, thanks largely to the 15% tariff hike. The unplanned outages at Tanjung Bin and Jimah Power Plants have already been rectified. TENAGA is expected to use more gas fuel in the next two quarters as Jimah is currently under scheduled maintenance shutdown.

Thanks Tena. Little improvement might not impress the coming Q result due to my reason stated above; which might hardly surplus > RM 12.20

Tenaga forming a hammer. Good sign or bad sign? Will the tariff hike can compensate the losses due to Jimah IPP, and weakening RM, higher operating cost and etc ?

Imbalance Cost Pass Through (ICPT) mechanism : utility can now technically charge the endusers more should fuel prices go up after it conducts a fuel price review every six months