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2019-08-15 15:24 | Report Abuse
Mr. Koon teo seng article all deleted??? hmmm.......
2019-08-15 15:20 | Report Abuse
seem like poultry business very challenging this year. LHI issued a statement on lower revenue on upcoming QR. Mflour releases QR yesterday and glance thru, main losses is from poultry as well. In fact, grain and flour were making money but the profit was canceled out by the loss in the poultry business.
2019-08-15 12:33 | Report Abuse
fertiliser and urea contribute 35% of Pchem revenue.
2019-08-15 10:51 | Report Abuse
Red sea means buy la.....be like Philip......is on buying spree....hehe...
As for myself, i'm not adding position yet. I waiting either it breaks RM7 or nearer to Q3 report. I read HLIB analyst report. Brent oil indeed has a big influence on Pchem profit. Furthermore, Rapid only will contribute an additional 15% to total PCHEM growth (If not mistaken la) and becky was right, most of the feedcost is fixed ie; on contract but with downtrend of brent, it does not benefit Pchem. Furthermore, with Rapid coming online, Pchem need to pay 50% of the market price for the feedstk from Petronas-Aramco JV. Pls dun shoot me as my knowledge is veeery limited and my understanding of the report might be flaws.
2019-08-15 10:38 | Report Abuse
yup.....hold some at 0.99 and buy some more at 0.97.
2019-08-15 10:12 | Report Abuse
Yeap...bought back some hibiscus this morning @0.97
2019-08-15 08:49 | Report Abuse
Yeap, ppl earning 50% return but are you one of them?.....hehe....
Well, 0 return in harta is better than your kesm down by 20%. Anyway, I still waiting for this Harta to go down till rm4....as per your prediction.
2019-08-14 09:23 | Report Abuse
Thnaks Becky but was not aware of the feedcosts is fixed. But having fixed cost is also not necessary a good thing. If like our ron95 fixed at a price and whent brent down, it does not gain from the drop but of course if brent goes up alot, it benefit alot. Anyway, for myself, i will just wait further because i don't have deep pocket like Philip.....lol.....
If it rebound, i be happy as well........
2019-08-14 08:49 | Report Abuse
Was waiting for the presentation transcript but not out yet. But the Q3 outlook on presentation pack, most product range-bound or neutral and polymer and methanol expected to fall. Also, Becky mentioned that they have built up inventory in anticipation of Q3 shutdown. Meaning, if compare today, they have bought their feedstoock at a higher price\. It was reported that brent was on average at $66 and if brent keeps on going down which is now below 60, does that means that their ASP will be lower for all Q3 sales? Also, the maintenance not only affects production but Q3 will have a higher maintenance cost.
2019-08-14 08:14 | Report Abuse
Meaning buta buta lose 1 yr free extension?.....aiyo.......
2019-08-13 16:15 | Report Abuse
Yup, that what i'm waiting for and looking forward to the Q2 presentation.
2019-08-13 16:02 | Report Abuse
ohh....hardcopy is it...now buy. I thought online news. Then by tomorrow online news portal will report loh. If really abort ah....then dayang bcome dying???....wah lau...abit drastic.
2019-08-13 14:51 | Report Abuse
Shinnzaii......with crude oil price downtrend and USD strengthening, how will it be stabilised? I think the ASP will face more pressure couple with further heavy maintenance.......
2019-08-13 14:19 | Report Abuse
Hi Jason, it was on the Q1 2019 Analyst Briefing transcript.
http://www.petronaschemicals.com.my/Investor-Relation/Documents/1Q%202019%20Transcript.docx.pdf
2019-08-13 14:00 | Report Abuse
Becky, if rm1 ah....i'm not sure about you la....but i think i will jump off building.....lol.....
RM 7 to 1 is like market collapse leh...
2019-08-13 13:45 | Report Abuse
For me, i will monitor a little monitor le......today price might swing up due to decent revenue and profit. Don't forget this QR has an additional shipment that missed 1Q book entry. It was brought into 2Q. So with the upcoming heavy turnaround, brent fuel oil drop which leads to lower ASP, RM weakening against USD, I think I will give await. If it rebounds, good for those buying at low. I already bought 35% in the fund allocated for this stock. Average price slightly lower than Becky.....
2019-08-13 12:35 | Report Abuse
Where the news petronas abort IHUC contract oh??...fake news ah???
2019-08-13 12:03 | Report Abuse
wah lau....icon more aggressive than DBS........TP RM5 ah? ..
2019-08-13 10:40 | Report Abuse
Excellent Gooshen did not predict Kesm will drop from 8++ (his purchase price) to 7.02 today. He warned others but failed to warn himself. Anyway, I do hope your prediction for harta to drop to Rm4 will come true.
2019-08-13 10:37 | Report Abuse
upcoming QR is 15th August....meaning Thursday or Friday will be release
2019-08-13 10:02 | Report Abuse
wow...creating new lowest price. Will it close 52w lowest price??
2019-08-13 08:34 | Report Abuse
why MCA want to block?? Got conflict of interest??/
2019-08-13 08:21 | Report Abuse
DBS gave TP 6.40 wor....say now already fully valued.....So apa macam? Will we see Pchem break RM7 and break RM6.50? I shall wait patiently for the day to arrive.....
https://www.theedgemarkets.com/article/petronas-chemicals-reinstated-dbs-bank-fully-valued
2019-08-10 23:40 | Report Abuse
Sapu teo seng ah? Macam non compliance oh.....lets see next tuesday apa macam
2019-08-10 23:37 | Report Abuse
Mana company.... the article mentioned the company mk bursa announcement and foundTeo seng make bursa announcement. You say leh.....
2019-08-10 11:42 | Report Abuse
Wah lau, leong hup give upfront warning leh. Say coming QR significantly lower. Average Sales up 10% but average selling price down 50%. Next tuesday ho seh liao.
2019-08-09 14:14 | Report Abuse
Magichand, how you know very good result?
2019-08-09 10:04 | Report Abuse
Midf gave TP of 8.77. All shall be revealed by next Thursday or Friday.....
2019-08-08 17:08 | Report Abuse
Ooiiiii....mana itu big drop. I uplift my FD and standby to buy in big time........where is the bloody RM4.....
2019-08-08 09:35 | Report Abuse
3 months ago, the peers' haven report earning. Now one by one earning announce can see most of them have shrinked their profit. Also, market demand is more than supply and more supply coming online in the oversupply environment. All technical indicator showing sell. Hopefully, the 2Q will report a decent earning but 3Q is expected to be worse than 2Q......
2019-08-07 16:02 | Report Abuse
You must be joking right....so bad result also price can recover ah?
I guess syndicate really try to make tis goosehen look bad. Not only talking bad about him but now also showing how bad is his prediction. The excellent goosen say limit down. Those who bought yesterday at the highest 5.05...will now lose 5c......lose until mama also cannot recognise.....
2019-08-07 15:23 | Report Abuse
wow....all signal is showing uptrend and buy signal.....
2019-08-07 14:12 | Report Abuse
Ya...i got a shocked as well when i saw esos at 7+ million shares and less than half market price. But then total issued shares is 3351 million. The 7 million is only diluting 0.2%. I guess not that significant.
2019-08-07 13:58 | Report Abuse
warrant expire on 24th sept.....still have 6 weeks to go.....but dun think any sane mind will be converting.
2019-08-07 12:27 | Report Abuse
Ncm.....the up 1 day and drop 7 days ends up in same position only....really ding dong ding dong.........if up 10c for 1 day and drop 70c for 7 days....then okla......will be around 6.50 a'dy.
2019-08-07 12:22 | Report Abuse
tealeaf....the way how GooShen screams....i thought it is end of the world for Harta ma....so i hope it drop kaw kaw la......mana tau.......only drop the few cents. Very disappointed with this excellent goose'hen fellow.
2019-08-07 12:09 | Report Abuse
All the peers (Local & regional) are showing a lesser profit. Will Pchem shows otherwise? I think I will stick to what is know out there. If pchem report a good quarter, well....it is a good miss. I dun think i'm willing to bet and swim against the tide. Can always come back another month to swim rather than swim now but with a high chance of drowning.
2019-08-07 09:45 | Report Abuse
Profit drop 25% and I was hoping the share price will react in the same quantum where Rm 5 drop till 3.75(25%) but what a disappointment....
2019-08-07 08:21 | Report Abuse
GooShen, i hope you will right the 2nd time and it will limit down to RM4.....i pray so hard for it to drop to that level. Pls help to make sure it goes down before month end.....then u r truly the excellent gooshen.....lol
2019-08-06 17:07 | Report Abuse
Aiya, wrongly see. Tomorrow only Harta result to be expected out. But today the so call harta fake rebound is due to USD or someone knows result is not that bad???...all shall be reveal tomorrow....hehe
2019-08-06 15:13 | Report Abuse
Sure can reach RM1 if you able to help VT sell Bukit Tinggi to Calvin.....hehehe
2019-08-06 11:34 | Report Abuse
i bought some at 0.99. Park abit more at 0.97 but tak jadi.......now only earn a gourmet burger.....
2019-08-06 11:31 | Report Abuse
Harta reporting result today?......lol.....let see what excellent Goose'hen going to say. Mayb suddenly harta lay golden egg leh......hehe...
2019-08-06 11:27 | Report Abuse
Aiyo...what happen??.....my sweetheart from holland took a detour??.....
Must be because of Philip.....loading up again???....
2019-08-06 10:32 | Report Abuse
Dow future down 3%. Lets see tonight how it perform. Long-time no see Dow go down by 1K - 1K. I miss those days. Will such times come again. If it does, adrenalin will run high for many.....lol
2019-08-06 09:41 | Report Abuse
Ya, this sweetheart s flying down from holland to meet me....soon. wondering after meet up, will she bring me back to holland....lol....only time will tell.
2019-08-06 09:34 | Report Abuse
Anyone contacted the remisier???
Stock: [TEOSENG]: TEO SENG CAPITAL BHD
2019-08-15 15:37 | Report Abuse
Based on historical data, if results are good, it will be on 3rd-week august. If no good last week of August and on the last trading day of the month.