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2015-03-28 20:48 | Report Abuse
BARAKAH
B3. Commentary on prospects
Despite the challenging operating environment due to significant drop in crude prices, the Board of Directors remains positive on the Group’s prospects over the medium term given that the Group still has an order book of RM1.97 billion as of 16 February 2015 which is secured over the next 3 years.
COASTAL
Of the total order book, shipbuilding orders constituted RM1.5 billion, comprising 21 OSVs and other vessels to be delivered to customers until 2017. The balance order book of RM1.3 billion is for the construction and charter of a gas compression service unit to Petróleos Mexicanos, targeted for delivery and charter commencement in the second half of 2015.
2015-03-28 20:40 | Report Abuse
Something very interesting shown in Coastal balance sheet. Out of 1.2bil inventory, 808.2mil is vessel work in progress. Coastal doesn't seem slow down but the market judged it wrongly just bcos it's in O&G sector. When these works in progress are converted into revenue we can expect good QR. Same to Barakah. It's TTM capex is 17.9mil compare to 4.08mil the previous 12momths. Something brewing?
2015-03-28 19:21 | Report Abuse
Hi, Connie. Sorry for the false statement of Barakah's high ROE is due to it's debt. It's ROIC is 29%. A very efficient company. At 90sen it's earning yield,EY = 19.5% (most value investors consider EY = 12% is good buy). Will collect some if it dips on Monday.
2015-03-27 17:36 | Report Abuse
Duit. U r assuming the 17 low performers sustain their current share price. If they drop then the other 13 will need > 4.03%! O&G oredi veri low but there is plenty of room to drop for oil palm and banking.
2015-03-27 16:23 | Report Abuse
???????how could wawe a so long?????? Is HapSeng African?
2015-03-27 16:19 | Report Abuse
connie. u think lcth will pull back tomorrow? i think a doji will form today.
2015-03-27 16:03 | Report Abuse
connie. i wander it's double top. how to comfirm double top / wave b?
2015-03-27 12:15 | Report Abuse
Bcoz UMWOG got a lot of funds as top 30 shareholders lor... so i sacrify FA & follow PA lor... Now i A oso cannot A lor...@@"
2015-03-27 11:57 | Report Abuse
No problem, connie. U be my chart reading dictionary I be your FA kindergarten cheat sheet.
2015-03-27 11:13 | Report Abuse
When the tide subsides u will know who is swimming naked. Coastal is still up but all others down:))
2015-03-27 11:05 | Report Abuse
Connie. ROA (return on asset) = Profit/ Net asset. ROIC (return on invested capital is more precise but complicated bcoz determining invested capital isn't straight forward. Some assets aren't directly related to core business like investment in associate, financial asset, land held for development ect. are excluded. Can google ROIC to learn the details.
2015-03-27 10:45 | Report Abuse
Connie. O&G seems to pull back today. No show:(( But as duit said USA is devalueing dollar to boost oil price & hence at current oversold price i think is quite safe to keep some. By the way why u like Barakah? Barakah seems to be the most efficient O&G judging from it high ROE. But the high ROE is due to hugh borrowings (liability). Equity = Asset - Liability & hence low equity. ROE = Profit/ equity. When denominator is low then ROE is high. Try some other metrics like ROA or ROIC then u can see clearer picture of company's efficiency. Just my 2sen.
2015-03-27 09:16 | Report Abuse
Good morning Connie & all fighters. Connie. I jump ship barakah & onboard UMWOG now.
2015-03-26 23:19 | Report Abuse
gweilo it's like an orgasmic experience. many up down in out strokes required before the money shot.
So many strokes oredi but still no money out. R u sure your 'thing' functioning or not?
2015-03-26 16:57 | Report Abuse
Bcoz ikan bilis started to join the party!
2015-03-26 16:29 | Report Abuse
Even the giant skp & armada oso move! Connie. Prepare for good show tomorrow!
2015-03-26 16:27 | Report Abuse
The striker, uzma oredi 2.22 still veri fierce. Barakah, the mid fielder should follow.
2015-03-26 16:23 | Report Abuse
Connie. I m a noty boy. Never follow advice. Top up laio.
2015-03-26 16:03 | Report Abuse
Anastasia. Get this ckc13invest@gmail.com
in the end of the day u might not agree with him but u will have very clear idea about stock investment. U will know wat stocks are for investing & wat r for puntting. Good luck!
2015-03-26 15:52 | Report Abuse
Anastasia, Learn some basic in FA. Then u can learn TA from forumers. The best FA teacher is Kcchongnz. email him.
2015-03-26 13:31 | Report Abuse
Connie. Wzsatu up 20% uzma up 8.5%. Barakah may follow soon. 50ema may take 1 or 2 days to response since it has been bearish for some time, am I right. So I just jump in & prepare to unload if those strikers pull back. Will cut loss at 6%. Thanks.
2015-03-26 12:44 | Report Abuse
Connie. I m newbie in O&G. From my observation i conclude tat we can take wzsatu & uzma as indicators. Then We can load up/ unload barakah & coastal. The other O&G giants like skp & armada slow2 la. I m in barakah @ 0.92. Newbie better dun go for the fast&furious.
2015-03-26 11:58 | Report Abuse
Connie. Your barakah if doesn't pull back much today will form bullish engulf. Can join now?
2015-03-26 11:39 | Report Abuse
Too many ppl got trapped for lomg time waiting to get out. Susah mau naik!
2015-03-26 11:34 | Report Abuse
Connie. U dun like put & call but u like O&G. Why? Both oso same. Put & call bet for KLCI up/down. O&G bet for oil price up/down.
2015-03-26 11:31 | Report Abuse
Thanks, connie. So these few days trading targets should be O&G, right?
2015-03-25 16:49 | Report Abuse
HC is so spooky.... Pre closing all Q withdrew. Like ghost town now...
2015-03-25 16:17 | Report Abuse
YOLOOOO everyday morning no sound, afternoon then fly haha
Sign of big fish accumulating. If ikan bilis style early morning used to fly one. Big fish has big stomach. $4.39 not full yet!
2015-03-25 16:11 | Report Abuse
I bet it hati pun muntah keluar. Mana ada power today. Very likely tomorrow retreat liao. Opss... not good for those genuine investors ler. It's like tat one lor. One man's gain = one man's loss. One man's glory = one man's tears.
2015-03-25 15:30 | Report Abuse
HL invest, duit. There were 5000lot on both sides 0.45 & 0.445. I enter xlot in 0.445. I got it. The trade detail shows my transaction xlot but prior to my transaction there was no sign of the 5000lot.
2015-03-25 15:25 | Report Abuse
Duit. The trade detail doesn't show the transaction of the 5000lots le. Only show mine. I can jump Q meh?
CHRISSYCONN
2015-03-28 20:54 | Report Abuse
No la, duit. 808.2mil is work in progress & 401.4mil is finish product. Toatl inventory 1.2bil.