I bought GenB around RM3++ during pandemic and still keep it till now and forever. GenB can give around RM0.20 DPS historically. So why need to worry about the stock price, up can't sell and down also can't touch my price. Just make sure you buy stock only during economic crisis and not for sell and this isn't a secret anymore.

2 proposal by LKT, 1st is a special dividend for RW Cruises set up and 2nd is GenB enter into cruising again by take up former Genting Dream at discounted price from bondholder. Both are a good deal while 2nd is much better as Genting Dream is a young fleet and Singapore market is mature and very profitable.

What happened when crude oil price keep going up?

Upstream O&G – pure upstream player Hibiscs is the first beneficiary in near term and share price already up more than 100%.

Downstream O&G – Hengyuan, PetronM and Petdag started to augur some profit as the rise of oil product spread price. Those share prices up 20 to 50% and need to take note that both Hengyuan and PetronM is pure downstream player.

O&G service provider – Dayang, Waseong, Penergy, Deleum, Uzma, Carimin and RL will be the last beneficiary with promising contract awarded from PETRONAS. Those share prices is on the move.

We are on the USD100++ Crude oil era which happened 10yrs ago couple with high inflation

What happened when crude oil price keep going up?

Upstream O&G – pure upstream player Hibiscs is the first beneficiary in near term and share price already up more than 100%.

Downstream O&G – Hengyuan, PetronM and Petdag started to augur some profit as the rise of oil product spread price. Those share prices up 20 to 50% and need to take note that both Hengyuan and PetronM is pure downstream player.

O&G service provider – Dayang, Waseong, Penergy, Deleum, Uzma, Carimin and RL will be the last beneficiary with promising contract awarded from PETRONAS. Those share prices is on the move.

We are on the USD100++ Crude oil era which happened 10yrs ago couple with high inflation

What happened when crude oil price keep going up?

Upstream O&G – pure upstream player Hibiscs is the first beneficiary in near term and share price already up more than 100%.

Downstream O&G – Hengyuan, PetronM and Petdag started to augur some profit as the rise of oil product spread price. Those share prices up 20 to 50% and need to take note that both Hengyuan and PetronM is pure downstream player.

O&G service provider – Dayang, Waseong, Penergy, Deleum, Uzma, Carimin and RL will be the last beneficiary with promising contract awarded from PETRONAS. Those share prices is on the move.

We are on the USD100++ Crude oil era which happened 10yrs ago couple with high inflation

What happened when crude oil price keep going up?

Upstream O&G – pure upstream player Hibiscs is the first beneficiary in near term and share price already up more than 100%.

Downstream O&G – Hengyuan, PetronM and Petdag started to augur some profit as the rise of oil product spread price. Those share prices up 20 to 50% and need to take note that both Hengyuan and PetronM is pure downstream player.

O&G service provider – Dayang, Waseong, Penergy, Deleum, Uzma, Carimin and RL will be the last beneficiary with promising contract awarded from PETRONAS. Those share prices is on the move.

We are on the USD100++ Crude oil era which happened 10yrs ago couple with high inflation

What happened when crude oil price keep going up?

Upstream O&G – pure upstream player Hibiscs is the first beneficiary in near term and share price already up more than 100%.

Downstream O&G – Hengyuan, PetronM and Petdag started to augur some profit as the rise of oil product spread price. Those share prices up 20 to 50% and need to take note that both Hengyuan and PetronM is pure downstream player.

O&G service provider – Dayang, Waseong, Penergy, Deleum, Uzma, Carimin and RL will be the last beneficiary with promising contract awarded from PETRONAS. Those share prices is on the move.

We are on the USD100++ Crude oil era which happened 10yrs ago couple with high inflation

What happened when crude oil price keep going up?

Upstream O&G – pure upstream player Hibiscs is the first beneficiary in near term and share price already up more than 100%.

Downstream O&G – Hengyuan, PetronM and Petdag started to augur some profit as the rise of oil product spread price. Those share prices up 20 to 50% and need to take note that both Hengyuan and PetronM is pure downstream player.

O&G service provider – Dayang, Waseong, Penergy, Deleum, Uzma, Carimin and RL will be the last beneficiary with promising contract awarded from PETRONAS. Those share prices is on the move.

We are on the USD100++ Crude oil era which happened 10yrs ago couple with high inflation

What happened when crude oil price keep going up?

Upstream O&G – pure upstream player Hibiscs is the first beneficiary in near term and share price already up more than 100%.

Downstream O&G – Hengyuan, PetronM and Petdag started to augur some profit as the rise of oil product spread price. Those share prices up 20 to 50% and need to take note that both Hengyuan and PetronM is pure downstream player.

O&G service provider – Dayang, Waseong, Penergy, Deleum, Uzma, Carimin and RL will be the last beneficiary with promising contract awarded from PETRONAS. Those share prices is on the move.

We are on the USD100++ Crude oil era which happened 10yrs ago couple with high inflation

What happened when crude oil price keep going up?

Upstream O&G – pure upstream player Hibiscs is the first beneficiary in near term and share price already up more than 100%.

Downstream O&G – Hengyuan, PetronM and Petdag started to augur some profit as the rise of oil product spread price. Those share prices up 20 to 50% and need to take note that both Hengyuan and PetronM is pure downstream player.

O&G service provider – Dayang, Waseong, Penergy, Deleum, Uzma, Carimin and RL will be the last beneficiary with promising contract awarded from PETRONAS. Those share prices is on the move.

We are on the USD100++ Crude oil era which happened 10yrs ago couple with high inflation

UP is the best among all Planters with lower production cost of 1300/MT which mean they did excellent on operation management but when looking into hedging policy they know how to short the commodity during CPO price going downward should know how to close the position or reduce when CPO price going upward.

Hedging policy only work during CPO price downward but when asking to stop the policy during AGM, board insisted to continue with the policy. This Q already suffer loss of 90mil from hedging and cash from operation loss 251mil mean no advantage of higher CPO for tis Q. All major Planter (Simeplt, KLK, IOI and Genp) did similar hedging in various position. In sum, SOP, TAANN, FGV, HSplt, Bplt, JTiasa and other pure upstream Planter whose selling CPO on spot price are the winner.

Back on 2020 when all glove counters started to move up exempt Supermx still lagging behind and now with cpo insanely going up all plantation counters move up while some may lagging behind as well.

https://www.reuters.com/world/china/shares-macau-casino-operator-suncity-suspended-hkex-2021-11-29/

RWG, RWS and RWLV shall become main tourism place from China.

JENDELA Phase 1 is split into 2 parts, where the RM4.6Bil funding will be divided into 30% and 70% into Parts 1 and 2 respectively to construct 1,661 new sites across Malaysia.

Part 2 is required to hold both valid NFP and NSP licenses which involves design, supply, installation, testing, commissioning and operations of network service equipment.

On 27Oct2021 Redtone announced as the winner of JENDELA Phase 1 (Part 2) which valued of approx RM3.22Bil in 5yrs. As a result, approx RM161mil of additional revenue will be generated over the next 5yrs.

Question:
Who is the winner of JENDELA Phase 1 (Part 1) and how long it takes for Part 1 service providers to handover the project to Redtone?

How much net profit margin of the project? Based on pure NFP player like OCK, operating profit is around 10% of the revenue however OCK is cooperating with Huawei for the equipment while Redtone is cooperating with Ericsson.

GenB TP at RM8.80 is for long term but now look like getting closer

FI rated Top glove at RM3.50 once up a time but now below RM2.xx already

PPE like glove already beaten by vaccines and now vaccine stocks take a hit by antiviral drug. Market is very dynamic so don't live in the past.

Although vaccinated person still can be infected but with the molnupiravir treatment what damage can covid done and only way is surrender and eliminated entirely from human population.

Finally, human is declared victory and end of pandemic. Coming with high efficacy vaccine and now 1st antiviral drug is coming online.

This pandemic kill the red giant flight but GenB with strong cash flow sure already sail thru the storm and make a strong return. Well done

AAX loss RM24bil still can be listing and looking like Malaysia version of Evergrande. GenB got RM23bil cash still can't help.

Fueled by strong recovery of aerospace business and robust growth of semi equipment.

RWLV is on track to mimic the succeed of RWS

KL daily cases still flat and showing downward trend while other states still set a new record high thanks to high vaccination rate.

Yokohama IR biding is ON regardless who is the mayor. GenT just wait for the biding result

Most fantasy and creative AGM I attend in my life with genius management that can answer all the question raise up by shareholder. In sum both Aerospace and Equipment operation are interchangeable which mean high demand on Semiconductor sector allowed management move the Aerospace operation to semiconductor thus we can seen Revenue from Equipment reach RM701mil on FY2020

Do we noticed that daily cases going up but main region especially in KL area which already reach more than 80% vaccination seen daily cases started to drop gradually and this is a good news for RWG operation when Sky world officially open.

Now no one can ban RWG.

1. No mask + No vaccine = Die liao
2. No mask + vaccine = Half life like western country
3. Mask + No vaccine = Half life like Thailand, Vietnam, Indo etc
4. Mask + Vaccine = Full recovery like Malaysia, China, Taiwan and Singapore

https://www.youtube.com/watch?v=2wItNtyjxN0

Raised by Chia coin and Air Cargo demand.

MBS close till 5Aug21 so all VIP rush to RWS?

Let make total Covid-19 cases 32mil in Malaysia and 7bil for the world by tomorrow.

Next day will be 0 also and sun still rise from the east.

History always tell the truth, Spanish flu never disappear instead we are immunized.

And also can't believe so fast can be vaccinated.

And I just received first dose of Sinovac vaccine. Feel perfect and really doubt of social media give negative comment of the vaccine.

Never give comment useless you experienced it

Remember my word.

How Genting share price recover from bottom,

Nov 2020 - 37.16%
Dec 2020 - 9.85%
Jan 2021- (-10.76%)
Feb 2021 - 15.83%
Mar 2021 - 9.11%
Apr 2021 - (-0.99%)
May 2021 - (2.01%)
Jun 2021 - 1.02% @RM4.93

Final TP RM8.80

Rome wasn't built in a day so do super bull run for GenB.

GenB = Casino+Integrated Resort+Oil&Gas+Property+Plantation+Life science+(Digital Banking)

Now only @RM4.9++ (original price @RM8.59)

No an exciting news and don't change any fact as all commercial vaccines and it methodology regardless old tech inactivated and vector type to the high end mRNA and protein show high efficacy toward Covid-19 virus.

https://www.youtube.com/watch?v=2we7R9xCZWA

Another vaccine Novavax show 90% efficacy

What my concern is how Khazanah lead SilTerra and telling us how worsts our country lagging behind of tech as who are going to use a 200nm semiconductor wafer. Now all smart phone, pc and high tech equipment already go to 5nm. Every breakthrough of need to take several years even though market leader TSMC took 3 years from 7nm to 5nm for mass production. So what are we expert from SilTerra’s management that talking about future but can’t perform well in the past.

How retailer chasing and speculating in stock market isn’t my concern while business and earning sustainability is my priority.

What we need to know about DNex and SilTerra

On 31Mar2021, DNex entered into the SSPA acquire a 60% equity interest in SilTerra for RM163.8Mil from Khazanah.

SilTerra is a 200nm semiconductor wafer foundry (compared to market leader TSMC of 5nm).

Bases on FYDec2020, SilTerra recorded Revenue of RM556mil and Net loss of 64mil compared to FYDec2019 Revenue of RM396mil and Net loss of RM172mil.

Based on it Dec2020 Financial Statement total asset of RM480mil, equity (-RM649mil) and borrowings RM982mil.

I’m not expert but feel shock when look at the company performance and financial statement.

Still doubt of vaccines and recovery

Yesterday Israel got ZERO daily case and death case thus can remove from Covid 19 counting list

Feeling very soon will be my turn

Covid 19 already past with vaccination in place and I start to see ppl surround me get vaccine after just less than half year of rolled out. well done

The only matter now is how fast do GenB take to recover from the outbreak.

In furture maybe MCO z flip also not feel for GenB already

As we can see MCO2.0 GenB dropped -10.76% however recovered back all instantly while MCO pro max dropped 2.01% however just took a day to recover back