from human strength in rowing boat then to wind power in sailing ship after that steam powered ships by coal and then oil power by internal combustion next will come solar and electric power
SO IN FUTURE BUSINESS WILL GRAVITATE TO TNB EVENTUALLY
Consumers, Govt linked projects. Companies that import stuff but sell in Malaysia as well as those companies with debt denominated in USD should find relief and do well
So far companies that benefited immediately in bullish OIL prices r in play. 1.1 HENGYUAN, PETRONM These 2 had run a full PRIMARY course edi. But can fish at recent lows. It's rough gg now. Last QR was an oversized profits. Next Q in mid Feb 2018 is dicey. Bnl, our CFO r acca, always very superb accountant but can be lousy CFO. Unlike in wall street, CFOs r from top ivy biz school who know how to create values consistently for s/holders like us. They r so competent with simple arithmetic skill of averaging the Q profits, n cleverly charmed the high roller fund managers from selling down.
1.2 DIALOG, oso run a full course edi. Its petrol farm biz must be good.
1.3 YINSON, oil transporter is busy shipping.
1.4 Related cos, yet to enjoy the benefits perhaps till OIL goes to usd100.
RM is too strong. Last yr now rm was at 4.44 per USD. It has strengthened to 3.88 spot price today. That's >10%, n not good for exporters.
2.1 Importer play NESTLE lead the pack when it pierced thru 8500 last Oct. Followed by F&N. Big foreign names to watch now: DLADY, HEIM, CARLSBG Drugs n Chemicals cos too.
2.2 Auto CO These multi years big losing concerns r showing up. DRBHCOM, UMW, MBMR. TCHONG is the slowest.
Look for consumer,... i suggest u look at Hwatai..theres still some fund left which need to be utilised in 36 month, its right issue fund compplete on 14 April 2015 , u can see it right~
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
calvintaneng
56,632 posts
Posted by calvintaneng > 2018-01-26 00:27 | Report Abuse
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