Today is T+3

http://www.parkson.com.sg/third-quarter-results-fy2017/

Parkson Retail QR

Because steel products have no expiry date and its recyclable characteristic make inventories info a relatively useful/safe indicator when assessing a steel company.

Icon8888, to be fair, inventories level should be included too and we know these inventories will be sold and convert to cash. Ex, Annjoo has 800+ mil of inventories if compared to Lion 300+ mil.

Author had put his personal opinions and preferences, incomprehensive review.

Hi Leoting, is Malaysia steel mills competitive enough to export their products?

Newbie4444, crude oil price drops at the same time right?

逍遥子,I can smell someone havnt on board and start mata merah. Haha

We should not worry about will PetronM make money, instead what we should worry is will PetronM management privatize and delist the company.

Retail price drops meanwhile PetronM is benefiting from lower crude oil price too. Since the implementation of free floating mechanism, refinery and retailer like PetronM has better position than ever before.

With the successful completion of several major projects for the past few years, the Group has established itself a reputation as one of the leading construction player in the country. Currently
the Group has been pre-qualified to participate in bids for all planned major works in the country. In addition, a Projek Mass Rapid Transit Laluan 2: Sungai Buloh-Serdang Putrajaya (SSP)
Package V205 contract for the value of RM 858 million was newly awarded to the Group’s construction division, and the construction span is approximately four years, until 2021.

Also, going forward the Group plans to have more income generated from property development activities especially from those projects in Australia.

Quoted from AR 2016

https://urban.melbourne/projects/yarra/east-edge-botanicca-588-swan-street-richmond

http://www.rothelowman.com.au/projects/project/178/east-edge-botanicca

Sampah doctor. I laugh when he quoted eastern steel and angang case.

The other FPSO just hit first GAS! will contribute positively to coming quarter

Kraken should has first oil before 15th July. See AR 2017.

Kraken field is oil field.

TP 15

2017-05-06 11:21
产能持续增加‧理建扩展印越
理建（LUXCHEM,5143,主板贸服组）将透过扩展印尼及越南业务以提振业绩，此外，旗下业务产能也不断扩大，并预期今年表现可维持。
（吉隆坡5日讯）理建（LUXCHEM,5143,主板贸服组）将透过扩展印尼及越南业务以提振业绩，此外，旗下业务产能也不断扩大，并预期今年表现可维持。



该公司董事经理兼首席执行员邓英任在股东大会后表示，对比大马，印尼及越南的人口更多，工业发展也相当庞大，有利于公司业务。

理建核心业务为化学品制造与贸易。

邓英任表示，公司的化学品可用于不同领域，如手套及PVC导管制造，因此制造及建筑业蓬勃发展，公司可从中受益。

“大马手套四巨头皆为公司客户，目前25%至30%的业绩由手套业者贡献，因此上述业者拓展产量，公司也可受惠。”理建去年收购T r a n s f o r m Master公司（TM），其核心业务为化学制品制造，包括胶乳化学分解剂、化学处理物质、活性剂、分散剂及特殊化工乳胶业。

邓英任表示，TM目前属于单班次生产，年产能为9000吨，未来将增加至两班次。

“原有业务不饱和聚酯树脂（Unsaturated Polyester Resin）的年产能为3万吨，今年杪将把产能增加20%。”


邓英任补充，公司今年的资本开销为300万令吉，主要用于巴生英达岛库房的建筑工程。

“综合上述因素，今年业绩表现料可维持。”

理建2017财政年首季净利从700万2000令吉走高至1360万9000，涨幅近1倍。

对此，邓英任补充，首季表现虽不错，却不代表往后3个季度的表现。


针对派息率方面，邓英任补充，公司虽没有制定股息政策，但过往8年的派息率为40%左右。

文章来源 sinchew

Luxchem, release the Kraken in Vietnam!

price shot up to 1.67. What a wonderful opening

Thanks win_win for sharing part 2..exciting to know there is a huge business potential and demand in Vietnam

As Luxchem quarterly financial result was released earlier than expected. Many ppls had missed the chance to collect at the low price. I can see many traders have become haters to start bad mouthing on luxchem. No worries, luxchem's outperform result is worth a thousand words.

But going announce on next month only.

Sorry, cant disclose right now.

LRT will turbo motor is just started

Facing some head winds at KK, DKSH is very keen to gain the market share in Sabah.

Still stuck at Kraken

http://asia.nikkei.com/Markets/Commodities/Scrap-steel-waste-paper-prices-rising-on-brisk-US-demand

Scrap-steel-waste-paper-prices-rising-on-brisk-US-demand

Even monkey can make money now, why so serious on my comments?Muda has good business now, but messed up by management. See their long and short term Unsecured Term, I wonder how much they need to pay for the interest? Is there any hidden agenda?

monkeyinvestor, poor management is better wording

http://leoting81.blogspot.sg/2017/04/5_19.html

Mother will be rewarded with 9 cents dividend, better to keep mother.

Low profit margin, fluctuate and rising material cost and gas tariff, shortage of labor, rise of minimum wage and etc...

CIMB Thai business turnaround. Good recovery sign. Anyway, Thai business segment just contributes few percent to overall group business.

Rise of steel price has little impact on earning, I believe current price is fully reflects value.

because both skliew and chkooju are on board.

Tksw, usually completion milestone claim does not carry big weight. Don't expect big jump in revenue on coming quarter.

From the source of ppl from construction industry, Gamuda will take the lrt3 under tunnel job. Suncon, azrb, Mudajaya, TRC and IJM will get the lrt3 projects too. Contract value ranging from 300mil to 600 mil.

No news from Kraken

Current price is already priced in the the factor of stronger demand and sellng prices of the Group's paper.

Profit is eroded by labor cost and materiel cost. No surprise for incoming QR.

Yes, stockstealer. See below link https://stockwisdom.wordpress.com/2016/07/02/ajiya-milestone/

This case will end up like Armada Claire issue. It needs to go through time consuming legal action before receive any compensation.

See finally they had announced faso Lam soon termination notice. GAP DOWN tomorrow

On 31 March 2017, PTSC Asia Pacific Pte Ltd (“PTSC AP”), a joint venture company owned by Yinson Holdings Berhad (“YINSON” or “the Company”) and PetroVietnam Technical Services Corporation (“PTSC”) (each holding 49% and 51% respectively in PTSC AP) had received a letter (“Letter”) from PTSC (in its capacity as charterer under the Bareboat Charter Contract dated 28 December 2012 (“Bareboat Charter”)). In the Letter, PTSC informed that on 31 March 2017, Lam Son Joint Operating Company (“LSJOC”), the operator of Lam Son Field (as defined below) had issued a notice of termination to PTSC under the Time Charter Contract for FPSO PTSC Lam Son dated 24 May 2012 entered by LSJOC and PTSC (“Time Charter”). The service of such notice of termination is pursuant to the liquidation of LSJOC which is scheduled to occur on 30 June 2017.

All profits go to repay interest.

http://www.thestar.com.my/business/business-news/2017/01/25/prasarana-to-start-lrt-3-line-construction-by-march/

Old news

Fimacorp's Travelling documents printing Licence going to expire. I wonder what is cooking in kfima.

TNB project and SIMS segment had dragged down the overall performance. Market is expecting more by paying some premium at current share price. SIMs segment will continue to make loss until FE 2018. Personally, think that management need further actions to restructure this SIMS segment.

This CB is call warrant, not warrant issued by Petron.