oregami

oregami | Joined since 2015-01-08

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General

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.

General

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.

General

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?

General

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.

News & Blogs

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.

Stock

2015-03-27 16:47 | Report Abuse

kktom is the smartest!

Stock

2015-03-27 16:34 | Report Abuse

Lol. All guess wrongly!

General

2015-03-27 16:23 | Report Abuse

???????how could wawe a so long?????? Is HapSeng African?

General

2015-03-27 16:19 | Report Abuse

connie. u think lcth will pull back tomorrow? i think a doji will form today.

General

2015-03-27 16:07 | Report Abuse

Wah! I better clear my put too.

General

2015-03-27 16:03 | Report Abuse

connie. i wander it's double top. how to comfirm double top / wave b?

General

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...@@"

General

2015-03-27 12:05 | Report Abuse

coastallllllllllll

General

2015-03-27 11:57 | Report Abuse

No problem, connie. U be my chart reading dictionary I be your FA kindergarten cheat sheet.

General

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:))

General

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.

General

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.

General

2015-03-27 09:16 | Report Abuse

Good morning Connie & all fighters. Connie. I jump ship barakah & onboard UMWOG now.

Stock

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?

Stock

2015-03-26 22:58 | Report Abuse

can i buy at 2.5?

Stock

2015-03-26 17:56 | Report Abuse

Aj. Wat u think about barakah?

General

2015-03-26 17:01 | Report Abuse

Fifty Shades of Grey. Is tat a chart reading guide?

Stock

2015-03-26 16:57 | Report Abuse

Bcoz ikan bilis started to join the party!

General

2015-03-26 16:29 | Report Abuse

Even the giant skp & armada oso move! Connie. Prepare for good show tomorrow!

General

2015-03-26 16:27 | Report Abuse

The striker, uzma oredi 2.22 still veri fierce. Barakah, the mid fielder should follow.

General

2015-03-26 16:23 | Report Abuse

Connie. I m a noty boy. Never follow advice. Top up laio.

General

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!

General

2015-03-26 15:53 | Report Abuse

connie. barakah can top up bo?

General

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.

General

2015-03-26 15:40 | Report Abuse

BARAKAHHHHHHHHHHHH

General

2015-03-26 15:32 | Report Abuse

aiyo. uzma 2.2 oredi. why barakah no movement?

General

2015-03-26 15:17 | Report Abuse

connie. consider coastal. the best FA counter in O&G.

General

2015-03-26 13:34 | Report Abuse

Hit & run. No FA needed, lol.

General

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.

General

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.

General

2015-03-26 12:24 | Report Abuse

Uzma very strong. Never look back.

General

2015-03-26 12:04 | Report Abuse

WAR IN OIL RICH CONTINENT!!!! PUT WARRANT & O&G!!!!

General

2015-03-26 11:58 | Report Abuse

Connie. Your barakah if doesn't pull back much today will form bullish engulf. Can join now?

Stock

2015-03-26 11:39 | Report Abuse

Too many ppl got trapped for lomg time waiting to get out. Susah mau naik!

General

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.

General

2015-03-26 11:31 | Report Abuse

Thanks, connie. So these few days trading targets should be O&G, right?

General

2015-03-26 11:14 | Report Abuse

Connie. Pls take a look at Uzma.

General

2015-03-26 09:26 | Report Abuse

Good morning all. Dow closed red. KLCI open red.

General

2015-03-25 16:49 | Report Abuse

HC is so spooky.... Pre closing all Q withdrew. Like ghost town now...

Stock

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!

General

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.

General

2015-03-25 15:36 | Report Abuse

Someone play2 in HC & HD. Q then cancel Q repeatedly.

General

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.

General

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?