lordng94

lordng94 | Joined since 2016-02-24

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Stock
Stock

2017-05-16 09:45 | Report Abuse

suregain, dangerous leh, lagi top up? Bad next qr ahead, must looks for future

Stock

2017-05-15 16:49 | Report Abuse

suregain come back again? Dont buy lar, bad quarter report ahead, beware.

News & Blogs

2017-05-14 11:20 | Report Abuse

so already clear your doubt, just let go petron lor, since you can look far beyond next quarter.

Stock

2017-05-14 11:11 | Report Abuse

All right suregain, sounds professional, should look for further until next quarter.. Ok got it!

Stock

2017-05-14 10:59 | Report Abuse

suregain, are you sure? 2nd quarter still has one and half month to go. Anyway, hope Petron will bring prosperous to all of us here.

Stock

2017-05-14 10:38 | Report Abuse

suregain, looks like you are not fully understand PetronM businesses. Because of this ignorance, fear has conquered you. You can't be successful if you're ruled by fear. Back to basic, you need to do own study and fully understand their businesses, how they make money and etc. Not asking questions on the forum and looking for answers btw posted negative comments and hope to drag the price down.

You jump too fast to conclude next quarter result. You cant even to predict 1st quarter result and now you talk about 2nd quarter report?

News & Blogs

2017-05-14 10:35 | Report Abuse

suregain, looks like you are not fully understand PetronM businesses. Because of this ignorance, fear has conquered you. You can't be successful if you're ruled by fear. Back to basic, you need to do own study and fully understand their businesses, how they make money and etc. Not asking questions on the forum and looking for answers btw posted negative comments and hope to drag the price down.

FYI, retail business is referring to kedai runcit under the brand of "Treats".

Stock

2017-05-05 08:54 | Report Abuse

I believe the new plant is located in Malaysia not Vietnam

Stock

2017-04-11 11:00 | Report Abuse

poorly managed company with depleting order books.

Stock

2017-04-04 23:47 | Report Abuse

Consequence of hiring incompetent accountants, low grade mistakes.

Stock

2017-04-04 14:55 | Report Abuse

I think getting LRT3 project.

Stock

2017-04-04 13:40 | Report Abuse

The price movement pattern is same like during MRT 2 contract announcement before.

Stock

2017-04-04 13:23 | Report Abuse

Mudajaya gets part of LRT Line 3 contract. Prasarana start awarding LRT3 contract. Waiting for good news.

Stock

2017-04-03 07:02 | Report Abuse

Amount of debt is much higher than order book on hand..how to repay the debt?

Stock

2017-04-03 07:01 | Report Abuse

Kadir, how the thin profit going to support the appetite of giant monster?

Stock

2017-03-28 21:45 | Report Abuse

stockraider ,please go to hevea and evergreen forum

News & Blogs

2017-03-28 09:57 | Report Abuse

richdad, broken clock right twice a day

Stock

2017-03-27 20:22 | Report Abuse

Anyway, YoY has improved alot!

Stock

2017-03-27 20:21 | Report Abuse

wtf, inventory level keep at such a high level for what? if ship out by half, revenue sure will surpass 100 mil

Stock

2017-03-27 11:56 | Report Abuse

Investment banks' coverage report always lag behind

Stock
News & Blogs

2017-03-21 14:30 | Report Abuse

http://www.mpoc.org.my/monthly_sub_page.aspx?id=7220ebe4-64f4-4d1c-91c3-2053ef0de02b

See at export to China during January had increased 60% during January, to cope the CNY demand and replenish the stocks.

News & Blogs

2017-03-21 14:21 | Report Abuse

Again, not here to ask you to buy tecguan here. Is just the sharing of my study and analysis based on all the Sabah plantation companies. You need to do your own study before you buy in the counter.

News & Blogs

2017-03-21 14:12 | Report Abuse

Kwantas, another palm oil company located in Sabah has delivered a strong performance for 4th quater FY2016. Turnover surged by around 50% compared to 4th quarter 2015. This has assured the profit margin, volume and yield of palm oil and related crushing activities still well maintained at decent level. However, due to weakening of Ringgit had caused Kwanstas faced the unrealized foreign exchange loss of RM 14.7 million from the USD denominated borrowings and receivables + loss of derivative financial instruments of RM 5.4 million. If we excluded USD strengthening factors, Kwantas latest quarter profit margin is actually surged to RM 42.6 million or EPS of 13.6 cents, almost 10 folds of increment compared to 4th Q FY2015.

Again, all the plantation peers operating in Sabah have delivered the strong quarter results, Tecguan should performed in same direction or even stronger than its peers because of 93% of sales of Tecguan are denominated in foreign exchange (USD) and 71% of costs are denominated in RM.

According to Tecguan foreign exchange risk analysis, for every 5% strengthening of USD will contribute additional 5.36 mils to its profit. Tecguan is only few plantation company which is benefited from weakening of Rinngit, unlike Kwantas and IOI.

News & Blogs

2017-03-21 13:37 | Report Abuse

lordng94

Why we expected better result for Tecguan on coming quarter?
1. USD has strengthen 5 % from November 2016, RM 4.2 to RM 4.45. According to Tecguan foreign exchange risk analysis, for every 5% strengthening of USD will contribute additional 5.36 mils to its profit. Wow!!
Please take note that 93% of sales of Tecguan are denominated in foreign exchange and 71% of costs are denominated in RM.
As such, we foresee Tecguan will benefits from weakening of Ringgit during this QR.

2. Average price of CPO has increased from RM2800 to RM 3100 (Peak on January),
increase of 10% in price again is another exciting factor that leads the surging of price for past two days.

3. Management team didn't disclosed much information of their company operation is drawback for Tecguan. However, based on almost all of the their plantation areas are located at Tawau, Sabah which make us have chance to use Cepatwawasan's Quarter Report as the guideline to evaluate Tecguan.
As you can observe for past three years, their profit line charts are in tandem.
Which further make me strongly convinced that Tecguan will delivers stronger result for coming quarter reports.
(Cepatwawasan lastest QR was from Oct to Dec 2016, CPO and USD were not at Peak. As such, Tecguan quarter result which is covered from Nov to Jan 2017 will has better profit than Cepatwawasan)
(No idea on how to upload my chart analysis here, someone please enlighten me).

4. All Tecguan export is to Tecguan (China) which is believe is the major turnaround factor for Tecguan.
Their have pare down the sales to Golden Calf Ltd for past two years and had stop the sales to Golden Calf Ltd during year of 2016.
Tecguan has shifted the full focus to China market which I believe China market has better profit margin which leads to Tecguan consistently make profit for recent quarters.

Not here to promote Tecguan and will not put any TP, but is just to share my opinion on undervalued Tecguan which many people will overlook. It is just valued at PE of 8 with their average 13 to 14 years old palm oil tree, which means Tecguan still have at least another 3 years of Prime Peak Yields to harvest!!
13/03/2017 10:13

Stock

2017-03-20 15:00 | Report Abuse

Taico88, 50-60 millions? You should happy if they can make more than 5 millions.

News & Blogs

2017-03-20 13:35 | Report Abuse

If looking for rich dividend counter, just go for BAT, Magnum and etc..

Stock

2017-03-20 13:19 | Report Abuse

Dont think hiaptek has fantastic quarter result as profit has been eroded by manufacturing segment. Unless JV with new investor materialized.

Stock

2017-03-15 15:48 | Report Abuse

Highway concession may be materialize

Stock

2017-03-13 17:11 | Report Abuse

dentab, how you know share split and bonus issue? Don't be like that lar, no good mah. Punters' money also hard earned money.

Stock

2017-03-13 11:04 | Report Abuse

AZRB, another political linked company has raised 30% within one week time. TRC could be the next!

Stock

2017-03-13 11:02 | Report Abuse

TRC, another undervalued gem yet to shine.
TRC have broke the resistance of RM 0.5 and has hit all time high price.
What is the reasonable TP for TRC after it broke the Public Bank TP of RM 0.5?
Investment Analysis House has always lag behind coverage. As such , after including the all new positive catalysts. Its share price should valued at RM 0.7 at least.
By taking consideration of to be launched project in Ara Damansara, buying TRC at the price of RM 0.5 is relatively safe.

All BN election campaigns have started, election is planned to be held after National Day.
TRC is a unique company which has close relation with government and expected more projects will flow in during next Quarter.
Join us on boat ride.

Stock

2017-03-13 10:13 | Report Abuse

Why we expected better result for Tecguan on coming quarter?
1. USD has strengthen 5 % from November 2016, RM 4.2 to RM 4.45. According to Tecguan foreign exchange risk analysis, for every 5% strengthening of USD will contribute additional 5.36 mils to its profit. Wow!!
Please take note that 93% of sales of Tecguan are denominated in foreign exchange and 71% of costs are denominated in RM.
As such, we foresee Tecguan will benefits from weakening of Ringgit during this QR.

2. Average price of CPO has increased from RM2800 to RM 3100 (Peak on January),
increase of 10% in price again is another exciting factor that leads the surging of price for past two days.

3. Management team didn't disclosed much information of their company operation is drawback for Tecguan. However, based on almost all of the their plantation areas are located at Tawau, Sabah which make us have chance to use Cepatwawasan's Quarter Report as the guideline to evaluate Tecguan.
As you can observe for past three years, their profit line charts are in tandem.
Which further make me strongly convinced that Tecguan will delivers stronger result for coming quarter reports.
(Cepatwawasan lastest QR was from Oct to Dec 2016, CPO and USD were not at Peak. As such, Tecguan quarter result which is covered from Nov to Jan 2017 will has better profit than Cepatwawasan)
(No idea on how to upload my chart analysis here, someone please enlighten me).

4. All Tecguan export is to Tecguan (China) which is believe is the major turnaround factor for Tecguan.
Their have pare down the sales to Golden Calf Ltd for past two years and had stop the sales to Golden Calf Ltd during year of 2016.
Tecguan has shifted the full focus to China market which I believe China market has better profit margin which leads to Tecguan consistently make profit for recent quarters.

Not here to promote Tecguan and will not put any TP, but is just to share my opinion on undervalued Tecguan which many people will overlook. It is just valued at PE of 8 with their average 13 to 14 years old palm oil tree, which means Tecguan still have at least another 3 years of Prime Peak Yields to harvest!!

Stock

2017-03-10 14:49 | Report Abuse

Small bull in form

Stock

2017-03-08 15:03 | Report Abuse

Yes, hope it is same as AZRB..

Stock

2017-03-08 10:49 | Report Abuse

too hast, engine just warm up..haha

Stock

2017-03-08 10:02 | Report Abuse

Undervalued GEM

Stock

2017-03-07 09:45 | Report Abuse

Start move up to 0.75 cents, could be next Ekovest soon

Stock

2017-03-06 17:33 | Report Abuse

To Be Continue for sure, cash generator for coming PRU!!

Stock

2017-03-06 17:32 | Report Abuse

Another Political Linked Counter. Waiting for EKVE highway almost come to completion stage and maybe will sell the highway concession right to EPF to repeat the story of Ekovest again. Truly undervalued GEM

Stock

2017-03-06 17:12 | Report Abuse

With the collaboration with Prasana, it is sure a strategic location which is easily to access

Stock

2017-03-06 16:35 | Report Abuse

What an exicting news! with low PE and good prospect

Stock

2017-03-06 16:21 | Report Abuse

TRC start moving with TP 0.65, PEx10

Stock

2017-03-06 13:14 | Report Abuse

Furthermore new collaboration with AnnGang is pending for so long without any conclusion.

Stock

2017-03-06 13:11 | Report Abuse

The profit from Trading segment is insufficient to serve the loan interest and fixed running cost of idle plant. Better shift to southern steel