It could be a time to relook into this as IEA also expect some marginal deficit.
https://www.iea.org/reports/oil-market-report-march-2024

Output policy for the remainder of the OPEC+ bloc will be revisited when ministers meet in Vienna on 1 June to review market conditions. In this Report, we are now holding OPEC+ voluntary cuts in place through 2024 – unwinding them only when such a move is confirmed by the producer alliance (see OPEC+ cuts extended). On that basis, our balance for the year shifts from a surplus to a slight deficit, but oil tanks may get some relief as the massive volumes of oil on water reach their final destination.

“For sector top picks, we have Buys on Hartalega Holdings Bhd (TP: RM3.35) and Kossan Rubber Industries Bhd (TP:RM2.35).

“We like both for its more efficient cost structure and strong balance sheet with high cash level.

2/3 assets not earning anything and you still argue not a value trap? are you joking? Dividend so low even earning so much, the owner got bulk of shares and not willing to share good div with investors.

YTL should be RM4 above!

Heng , ong, huat ah

Heng ah, ong ah, huat ah

why president is that joker

https://www.youtube.com/watch?v=Ar8tLigh3t4

Pp 2.31, laugh die me

finally good result, i hope my 5yrs wait worth it

1.5 is the avg TP mah, so why rush, buy & hold see first

RM2.5 mali mali ong

RM3.5 come

Read rpt from Aminvt, very detail rpt

why you all like to sell winner, i dont get it.

hedge the risk of subsidy removal here, good move?

hope they can do well

no need argue, we looking 6bil value here

why choose, buy BAUTO+SIME same time

tenaga, Rm12 not problem. Should add more all way up

so fast...........

all cash out for cny angpow ah

Sunway might be in KLCI if price continue strong. Look at ytlpower, ytl, it might create interest and adding in portdolio once it is in index as fund mgr will benchmark own portfolio to it. Sunway with listing of medical in pipeline may invite more longterm buyers

Anwar ask local fund to buy local, not to go overseas. So big cap is the only place they going to add

lol. Dayang TP easily 2.50 right?

Results not there, but price already there. Msia investors too smart

Too fast, too furious

So good, company wanna die liao, petronas tolong sikit earn balik.

Lol, so funny

Bila rm2

King KKK, utilities normally PE not tht high, be cautious on pe assumption

i think samaiden will win a lot of contracts

100mil dividend might be too much. But 50mil might be more realistic. So div yield expected 5 to 6% to state govt, ok lah, stable good.business

Cut loss is disciplie. Many are driven by emotion

insas FOREVER UNDERVALUED, IN FACT undervalue more than 10 years.....lol. what does it tell you then/

The cost is really cheap, so it is fair to adjust a bit. But iguess wont be crazy

Why he not saying rm3/month, only RM36/ year.

Compare to RM7 in peak, it is not Vshape

U shape or Vshape

I think KING will be TNB instead for 2024. Maybe going back to RM15-16 range, which is where they used to be

They should just use WAVP price of Sbagan to determine the fair value. If mkt pricing it steep discount, there must be reason and only fair to use that.

So 1: 0.22 is not a good deal

thankful, another great q results

-ve results, dont understand why ppl so bullish?

haha, finally see everyone so happy today.

I predict topglov will either go up or down today.
Sekian terima kasih!

2024 is the best year to test how free visa for both China & India helps recover of our tourism sector. In future this can serve as guide for us to attract good quality tourists into Malaysia.

global semi conductor already bottom out, I hope recover benefit Msia economies as majority of our exports are E&E

Many johor property stocks flying, very odd situation given so many overhung there.

not a good deal for Kuchai, why i need to change only 1:0.22 of SBagan valued at such high price?
Sell all asset-liabilities, give me back all my money. You said worth RM275mil right, give it all back loh. I sendiri go mkt buy the Sbagan if I want, give me back my money mah. I dont like you suka suka swap.
Illiquid swap another illiquid stocks, got help situation meh????

public infra in fact should be privatize, because the purpose is always not to earn money and the capex is huge. The only reason the let go is to beautify the govt owned budget, to address things like budget deficit.

The core question is again first: Why govt dont earn enough to cover, which lead to another bigger problem, why our economy never grow to earn so much and govt can cover most expenses like Saudi Arabia?? Which lead to core problem of our country- EDUCTION !!!