.
Thanks nomanland...lets see what China/Iran got to say..

http://www.nasdaq.com/article/fx-big-gains-in-dollar-and-oil-today-but-beware-of-china-cm579546

http://www.wsj.com/articles/iran-launches-first-oil-shipments-to-europe-in-three-years-1455474669

,
Yes, next, see what China and Iran! got to say......

.
http://www.nasdaq.com/article/fx-big-gains-in-dollar-and-oil-today-but-beware-of-china-cm579546

http://www.wsj.com/articles/iran-launches-first-oil-shipments-to-europe-in-three-years-1455474669

.
http://www.wsj.com/articles/iran-launches-first-oil-shipments-to-europe-in-three-years-1455474669

.
http://www.nasdaq.com/article/fx-big-gains-in-dollar-and-oil-today-but-beware-of-china-cm579546

.
"surprising oil-price savior waiting in the wings — and that is Russia...."

www.marketwatch.com/story/could-this-surprising-factor-save-oil-from-iran-fueled-slide-2016-01-15

http://www.bbc.com/news/business-35337420

.
IRAN IS COMING!!
http://www.reuters.com/article/us-global-oil-idUSKCN0UT02I

.
IRAN IS COMING!!
http://www.reuters.com/article/us-global-oil-idUSKCN0UT02I

.
IRAN IS COMING!!
http://www.reuters.com/article/us-global-oil-idUSKCN0UT02I

.
http://www.reuters.com/article/us-global-oil-idUSKCN0UT02I

.
Yesterday, few Sarawak counters already started moving....
No harm, but buy some to keep..
State election, once in a 4 years time...

21/12/2015 3:14
DJ Sarawak Stocks to See Trading Interest Ahead of State Poll -- Market Talk

Yes, I am a Sarawakian living in Kuching. Ibraco has strong fundamental, conservative in biz approaches and good share valuation now. I am still collecting at low price in preparation of state election push!!. Very positive by March 2016!!

.
Collect and keep. Good counters
http://www.theedgemarkets.com/my/article/double-blessing-lcth-corp

.
http://fuelfix.com/blog/2015/12/22/irans-market-return-could-sink-oil-prices-by-5-to-15-imf-says/#36696101=0

The coming of IRAN!!

"Iran’s exports have fallen by ~1M bbl/day since 2011, the year before the start of western sanctions on Iran’s exports; Iran had 36M barrels of oil stored in offshore tankers as of last month"

http://seekingalpha.com/news/3001086-iran-s-return-to-oil-market-could-sink-crude-prices-5-15-imf-says?dr=1#email_link

.
The coming of IRAN!!

"Iran’s exports have fallen by ~1M bbl/day since 2011, the year before the start of western sanctions on Iran’s exports; Iran had 36M barrels of oil stored in offshore tankers as of last month"

http://seekingalpha.com/news/3001086-iran-s-return-to-oil-market-could-sink-crude-prices-5-15-imf-says?dr=1#email_link

.
The 2nd largest world economy, China may not need so much oil while oil supply glut continues!!

http://www.scmp.com/comment/insight-opinion/article/1892643/chinas-struggling-economy-2016-may-be-worse-2015

http://www.reuters.com/article/us-china-economy-forecasts-idUSKBN0TZ10P20151216

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If you seriously wish to invest in oil counters, try to collect downwards and observe rules of averaging. Set your limit!!

"Still, traders were preparing for even lower crude prices next year by taking up more put options to sell U.S. crude in February should prices fall to US$30, US$25 or even US$20 per barrel, according to Reuters data"

http://www.theedgemarkets.com/my/article/oil-heads-third-straight-weekly-loss-supply-weighs

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today following through closely
shares queuing to buy seemed changing actively (up/down) in a way getting investors hurry to buy whatever price offered till 1.41..
last minutes about 1m shares sapu at 1.42
property so optimistic?
just wish to be more observant!!

.
buy downward (since oil price is downtrend) in gradual collection and practice rules of averaging (since we do not know when the oil price will go up)
set your fund limit and follow oil price trend.
upstream, this company, so its stock price should be strongly correlated to oil price
good luck

.
no wonder it drops continuously for last 2 days!
last 5 minutes to 5pm, investors sold at 1.33!!
see this announcement today
sure the bank is talking the right thing???

5148 (UEMS °)
DJ Malaysia Developers Facing Slowing Sales, Weak Economy -- Market Talk
16-12-2015 07:06:00

0706 GMT (Dow Jones) Analysts and property players say 2016 will see little activity in the property sector in Malaysia. Maybank IB Research expects the slowdown in demand to extend till 2017. "We expect overall property sales to stay weak amid the slowing economic momentum. Cautiousness among lenders will also continue to weigh on buyers' sentiment." Maybank said in a sector note. The house downgrades the sector to underweight from neutral. Maybank lowers its 2016 sales assumptions by 20%-48% and earnings forecasts by 1%-27% for stocks under its coverage, to factor in weaker sales prospects and delays in high-rise property launches. It downgrades Mah Sing (8583.KU) to sell (from hold) and maintains a hold rating for UEM Sunrise (5148.KU), Sunway (5211.KU) and Glomac (5020) and buy calls for SP Setia (8664.KU) and Eco World Development (8206.KU). (celine.fernandez@wsj.com)


Editor JSM


(END) Dow Jones Newswires

December 16, 2015 02:06 ET (07:06 GMT)

Copyright (c) 2015 Dow Jones & Company, Inc.


Ref Code: 20151216DN001129

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Last 5 Days OPEN HIGH LOW SETTLEMENT
12/11/15 36.63 36.84 35.16 35.62
12/10/15 37.27 37.54 36.38 36.76
12/09/15 37.86 38.99 36.87 37.16
12/08/15 37.68 38.58 36.64 37.51
12/07/15 40.10 40.15 37.50 37.65

.
http://www.telegraph.co.uk/finance/comment/12047399/Why-it-wont-be-long-before-oil-prices-rise-again.html

"So, low oil prices feel nice. But there will be relief in many quarters, not just among Opec members, when prices go back up."

.
no worry, with such small players of only 46k shares traded.
i guess someone is desperate to sell his small lot so low for coming holidays!
keep for longer term..

.
many oil companies had already anticipated before that opec is not going to be fruitful.
thus, the share price now should be reflective of 40 per barrel..
other than fed, usd and rate (on going hot news), us-lead coalitions (us/uk/france/germany/russia) against syrian had created persian gulf unrest (.http://finance.yahoo.com/news/us-led-coalition-target-oil-facilities-eastern-syria-085933103.html )
this will affect production level and boost up oil price, at latest in short term..
the demand of oil is also anticipated to increase as well into 2016 (http://en.trend.az/business/energy/2465175.html)
"The Oil Glut of 2015 Could Turn Into The Oil Shortage in 2016"
"An oil well is not guaranteed but the potential profits are out of this world. As they say- “Nothing pays like an oil well.”
(http://www.carsonenergy.com/the-oil-glut-of-2015-could-turn-into-the-oil-shortage-in-2016/)
should be for medium/long term, fundamentally ok!..
Good Luck to us!!

.
not very convincing as recommended by most brokers to sell.
all set tp < rm1
there must be some reasons for that..
guess higher price now is held on by many losing investors!
the dam may burst anytime!
before buying further, please read their financial position carefully.
there may be still many other better oil counters..
my humble opinion only..

.
Take a little bit caution.....

"He said the long-awaited US Federal Reserve rate hike will likely be announced on Dec 15.
Given this, I expect the index to trade within a tight range next week," he added....."

Sources:http://www.theedgemarkets.com/my/article/klci-ends-week-red-after-ecb-disappointment

' Oil is indeed an Energy Scarcity"

http://www.resilientcity.org/index.cfm?id=11897

.
"The Oil Glut of 2015 Could Turn Into The Oil Shortage in 2016"

"An oil well is not guaranteed but the potential profits are out of this world. As they say- “Nothing pays like an oil well.”"


http://www.carsonenergy.com/the-oil-glut-of-2015-could-turn-into-the-oil-shortage-in-2016/

no many players...
only serious investors in here...

what is there today left?

.
thanks, nomanland for sharing.
many oil companies had already anticipated before that opec is not going to be fruitful.
thus, the share price now should be reflective of 40 per barrel..
other than fed, usd and rate, us-lead coalitions (us/uk/france/germany/russia) against syrian oil field had created persian gulf unrest (.http://finance.yahoo.com/news/us-led-coalition-target-oil-facilities-eastern-syria-085933103.html )
this will affect production level and boost up oil price, at latest in short term..
well, knm should be for medium/long term, fundamentally ok!..

..
oil price indeed a risk to all oil counters...
but knm tested this lowest oil price regime at 40 per barrel...
its share price getting very stable these days....505 to 525!
take a look at broker reports...ALL SAID...."BUY" with at good target price..

must read...http://www.theedgemarkets.com/en/AA/brokers-report?0=7164&exchange=KLSE

source: HLIB Research 27Nov15 .....

"KNM has secured a total 3 contracts worth of RM1bn in 6
months and circa RM2bn worth of EPCC contract since
2H14. In addition, the company is tendering RM5bn worth of
contracts from RAPID. We understand the company has high
chance to secure some contracts from RAPID in near future."

...i am still holding and collecting more........

yes,,killing u softly!!

finally we have our dividend today..keep the shares for next dividend!

.
i guess oil co no dividend when oil price drop almost 50%.
dayang produced the best qtr result among all oil co
qtr profit 83m,
9 mths accumulated profit 153m
all better off compared to preceding year qtr/9mths!
worth to invest and keep if you are interested in oil counters...
but please go for long term...since oil price is so volatile!!
aim for capital gain via higher share price, forget abt dividend..
good luck...

Last 5 Days OPEN HIGH LOW SETTLEMENT
11/30/15 41.77 42.61 41.50 41.65
11/27/15 43.25 43.30 41.67 41.71
11/25/15 42.69 43.25 41.72 43.04
11/24/15 42.04 43.46 41.86 42.87
11/23/15 41.49 42.75 40.41 41.75

sokong! oil pice so volatile, coming friday, opec meeting..expecting walk-out! supply continue with Russia and non-opec countries pumping more.. really don't know what the oil price heading to..may be 60..50..now 42 ...some even say 30...buy low and keep...it will go up one day but don't know when...at least we can beat inflation ...

sorry, give up hope! dividend 0.005, not much yet price down from 0.410,.someone manipulating...all the best who still hold..!

good update.........can the oil companies sustain low oil price while facing tight liquidity and high debts? something to ponder..buy oil counters with good financials base...thanks!

Thanks,,,,,,something to look forward!

TP, not expert in..but believe it will move slowly uptrend till next qtr result...while "others" remains constant!

.
look at below......financially better despite qtr2 rugi a bit..it should go up slowly till next qtr result out...are we happy we EPS?

.compare 14/15, the financial standing of GOB @ 6 months ended Sep 30

2015
Revenue 260,018,000
PreTax Profit 96,497,000
Net Profit 65,835,000
Earnings Per Share 14.48 Sen

2014
Revenue 213,862,000
PreTax Profit 26,545,000
Net Profit 15,001,000
Earnings Per Share 6.60 Sen

http://cdn1.i3investor.com/my/files/dfgs88n/2015/11/25/1483821317--1501348034.pdf

http://www.thestar.com.my/Business/Business-News/2015/11/07/EPF-now-owns-10-percent-of-Mah-Sing/?style=biz

http://www.thestar.com.my/Business/Business-News/2015/11/28/Steady-sales-for-Mah-Sing/?style=biz

look at umwog/amarda ..make losses
knm/perisai/dialog....make profit
stock price more or less there......yet amarda move up to next level due to favorable news for them..
so much depends on world oil price to determine future revenue, thus its share price ...
stay cool and observe oil price and any new contracts ...
good luck!

Last 5 Days OPEN HIGH LOW SETTLEMENT
11/27/15 43.25 43.30 41.67 41.71
11/25/15 42.69 43.25 41.72 43.04
11/24/15 42.04 43.46 41.86 42.87
11/23/15 41.49 42.75 40.41 41.75
11/20/15 41.89 42.76 41.37 41.90

so fair enough...this qtr not making money, back from 65 to 60...

"A high net profit margin indicates that a business is pricing its products correctly and is exercising good cost control..."

6 months ended Sep 30
compared NPM (NP/Revenue) despite this qtr2 make a rugi...
not shown, but, please calculate yourself
2014-7%
2015-25% (>3x)
EPS boleh tahan at 14.48% compared to 6.60% in 2014
qtr 1 performing well, qtr2 not, doesn't mean end of GOB
lets see this qtr3/4...

My 2 cents worth financial opinion....thks

1147 (GOB °)
DJ Global Oriental Malaysia 2nd-Quarter 2015 Earnings Summary Table >1147.KU
25-11-2015 09:03:00


Global Oriental (1147.KU) - Malaysia
(2nd) quarter ended Sep 30:
Figures Are In Ringgit (MYR).


2015 2014

Revenue 35,993,000 121,244,000
PreTax Profit -14,400,000 16,982,000
Net Profit -12,965,000 9,522,000
Earnings Per Share -2.85 Sen 4.19 Sen
Dividend 0.00 Sen mtt

6 months ended Sep 30:

Revenue 260,018,000 213,862,000
PreTax Profit 96,497,000 26,545,000
Net Profit 65,835,000 15,001,000
Earnings Per Share 14.48 Sen 6.60 Sen
Dividend 0.00 Sen mtt