Followers
0
Following
0
Blog Posts
0
Threads
158
Blogs
Threads
Portfolio
Follower
Following
2017-05-16 09:45 | Report Abuse
suregain, dangerous leh, lagi top up? Bad next qr ahead, must looks for future
2017-05-15 16:49 | Report Abuse
suregain come back again? Dont buy lar, bad quarter report ahead, beware.
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.
2017-05-14 11:11 | Report Abuse
All right suregain, sounds professional, should look for further until next quarter.. Ok got it!
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.
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?
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".
2017-05-05 08:54 | Report Abuse
I believe the new plant is located in Malaysia not Vietnam
2017-04-11 11:00 | Report Abuse
poorly managed company with depleting order books.
2017-04-04 23:47 | Report Abuse
Consequence of hiring incompetent accountants, low grade mistakes.
2017-04-04 13:40 | Report Abuse
The price movement pattern is same like during MRT 2 contract announcement before.
2017-04-04 13:23 | Report Abuse
Mudajaya gets part of LRT Line 3 contract. Prasarana start awarding LRT3 contract. Waiting for good news.
2017-04-03 07:02 | Report Abuse
Amount of debt is much higher than order book on hand..how to repay the debt?
2017-04-03 07:01 | Report Abuse
Kadir, how the thin profit going to support the appetite of giant monster?
2017-03-29 17:01 | Report Abuse
https://sg.news.yahoo.com/bumi-companies-45pc-lrt3-project-najib-says-035400628.html
LRT 3 package could be next catalyst.
2017-03-28 21:45 | Report Abuse
stockraider ,please go to hevea and evergreen forum
2017-03-28 09:57 | Report Abuse
richdad, broken clock right twice a day
2017-03-27 20:22 | Report Abuse
Anyway, YoY has improved alot!
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
2017-03-27 11:56 | Report Abuse
Investment banks' coverage report always lag behind
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.
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.
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.
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
2017-03-20 15:00 | Report Abuse
Taico88, 50-60 millions? You should happy if they can make more than 5 millions.
2017-03-20 13:43 | Report Abuse
Give or Give up?
2017-03-20 13:35 | Report Abuse
If looking for rich dividend counter, just go for BAT, Magnum and etc..
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.
2017-03-15 15:48 | Report Abuse
Highway concession may be materialize
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.
2017-03-13 11:04 | Report Abuse
AZRB, another political linked company has raised 30% within one week time. TRC could be the next!
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.
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!!
2017-03-08 10:49 | Report Abuse
too hast, engine just warm up..haha
2017-03-07 09:45 | Report Abuse
Start move up to 0.75 cents, could be next Ekovest soon
2017-03-06 17:33 | Report Abuse
To Be Continue for sure, cash generator for coming PRU!!
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
2017-03-06 17:12 | Report Abuse
With the collaboration with Prasana, it is sure a strategic location which is easily to access
2017-03-06 16:35 | Report Abuse
What an exicting news! with low PE and good prospect
2017-03-06 13:14 | Report Abuse
Furthermore new collaboration with AnnGang is pending for so long without any conclusion.
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
Stock: [PETRONM]: PETRON MALAYSIA REFINING & MARKETING BERHAD
2017-05-16 09:59 | Report Abuse
suregain, only 0.5 biji arr?