Posted by suregain > 2017-03-29 15:37 | Report Abuse

scary

Posted by tkp2 > 2017-03-29 15:38 | Report Abuse

all paperplane fault lor, quarrel quarrel until price drop

Posted by LowProfile > 2017-03-29 15:40 | Report Abuse

sold!

Posted by Alex Lim Jun Xiong > 2017-03-29 15:42 | Report Abuse

tkp2, I dun like ppl quarrel in a forum.
I rather hope ppl could be more contributive by sharing value informations on TA or FA here.
Morning bought warrant 103 lots at 41 cents, loss few hundreds.
=(

Posted by IamGoogle > 2017-03-29 15:42 | Report Abuse

Interesting stock

Posted by Million78 > 2017-03-29 15:44 | Report Abuse

wa good to enter now or wait?

Posted by Million78 > 2017-03-29 15:46 | Report Abuse

sifu sifu here giv some tips? i'm newbie

Posted by suregain > 2017-03-29 15:47 | Report Abuse

alex pity u... chase at 41sen

Posted by Zenithopia > 2017-03-29 15:47 | Report Abuse

got strong resistance support?

Posted by Zenithopia > 2017-03-29 15:48 | Report Abuse

ok i try some.

Posted by Million78 > 2017-03-29 15:48 | Report Abuse

wat is the enter price?

Posted by tkp2 > 2017-03-29 15:48 | Report Abuse

ok, now attack !!!!!

Posted by tkp2 > 2017-03-29 15:48 | Report Abuse

buy buy buy

Posted by Zenithopia > 2017-03-29 15:48 | Report Abuse

i panic buy some. wao.

Posted by Million78 > 2017-03-29 15:48 | Report Abuse

340 can? i wan buy son mother 2 ex

Posted by damiantreez > 2017-03-29 15:48 | Report Abuse

buy low sell high

Posted by Zenithopia > 2017-03-29 15:49 | Report Abuse

Million, i donno, please do not follow me.

Posted by Million78 > 2017-03-29 15:53 | Report Abuse

ok i buy 335 haha

Posted by Zenithopia > 2017-03-29 15:55 | Report Abuse

crazy, panic sell for nothing.

Posted by Million78 > 2017-03-29 15:55 | Report Abuse

why drop? so lucky thought want to buy 390

Posted by tkp2 > 2017-03-29 15:56 | Report Abuse

just whack CB between 0.335-345, sure huat

Posted by Million78 > 2017-03-29 15:57 | Report Abuse

ya hope so

Posted by Zenithopia > 2017-03-29 15:58 | Report Abuse

average trading price is 0.39 today overall. now only 340.

Posted by Million78 > 2017-03-29 15:58 | Report Abuse

but how to caculate tis where can i get 0.20& the4?


0.20x4=0.80 P/E min 10 for me loh for golden egg.
It should be RM8 now

CB=8-4.5/6=0.58333333 loh
even not 0.58, minimum to see 0.50 loh! reasonable right??????????

Posted by Zenithopia > 2017-03-29 15:59 | Report Abuse

tkp2. you very fast .

Posted by Million78 > 2017-03-29 15:59 | Report Abuse

ya haha miss 0.390 buy 0.335 haha

Posted by Million78 > 2017-03-29 16:00 | Report Abuse

0.34 also

Posted by Zenithopia > 2017-03-29 16:00 | Report Abuse

you think can close green today?

Posted by Million78 > 2017-03-29 16:06 | Report Abuse

who can ajak?

Posted by tkp2 > 2017-03-29 16:06 | Report Abuse

i think so

Posted by Million78 > 2017-03-29 16:06 | Report Abuse

ajar?

Posted by tkp2 > 2017-03-29 16:08 | Report Abuse

i whack 0.335, hope can make third round, kikiki

Posted by wiki123 > 2017-03-29 16:22 | Report Abuse

agree, tkp2 very fast... once i open my trading, no more 0.335... already 0.345 and above..

Posted by Zenithopia > 2017-03-29 16:26 | Report Abuse

now got chance.

Posted by tkp2 > 2017-03-29 16:27 | Report Abuse

i make 2 round already, so i am very comfortable to pick up at lower price, not sure 0.335 is a good price though, mother still a bit shaky

Posted by Million78 > 2017-03-29 16:27 | Report Abuse

where mr paperplane want ask for caculation question?

Posted by Million78 > 2017-03-29 16:29 | Report Abuse

someone know paperplane caculation? can share some ideas where to get 0.20 and 4

Posted by Million78 > 2017-03-29 16:32 | Report Abuse

so next tome can calculate by myself

Posted by wiki123 > 2017-03-29 16:34 | Report Abuse

yes, now 0.335 present good price, but like tkp2 said, don't know if there will be lower... looking at it, yes mother seems like still shaky... maybe nervous ahead of the weekly price ceiling announcement?

Posted by Million78 > 2017-03-29 16:38 | Report Abuse

back to 335
no risk no gain

Posted by paperplane2016 > 2017-03-29 16:56 | Report Abuse

Drop better. I buy

Posted by paperplane2016 > 2017-03-29 16:59 | Report Abuse

0.20,4, plug from sky. Hehe

Posted by KLCI King > 2017-03-29 17:01 | Report Abuse

Drop after up? Up after drop?

Posted by probability > 2017-03-29 18:52 | Report Abuse

Midnight tonight you will know if it will be up tomorrow or down.

You need to see the Fuel price reduction relative to the 'week average MOPS value'.
To maintain the same Margin, they can easily afford to reduce by 20 cents for Petrol.

If they didnt....then you should know what to do tomorrow.

Posted by suregain > 2017-03-29 19:01 | Report Abuse

Probability, i dun understand

Posted by probability > 2017-03-29 19:11 | Report Abuse

https://paultan.org/2017/03/28/pdam-voices-its-concerns-over-fuel-price-discounts/

Posted by stockmanmy > 2017-03-29 19:16 | Report Abuse

weekly revision is more stable earnings.

competition is bad for business.

you decide.

Posted by probability > 2017-03-29 19:38 | Report Abuse

Old article to get better view:

https://klse.i3investor.com/blogs/omightycapitalequityresearch/91433.jsp

For the financial results ended Sep 2015, Petronm has racked up Gross Profit and Net Profit of RM 456mio and RM 204mio which translate into a commendable margin of 7.3% and 3.3% respectively. This margin position is in line with PetDag that stands at 8.2% and 3.6% concurrently and if we were to strip out the borrowings cost, Petronm would have even outperformed PetDag on the adjusted net margin of 3.85% vs 3.71% that of PetDag. In fact, we can observe that Petronm has achieved immense improvement in its operational efficiency as evidenced from its improving margin. There is no doubt that the improvement in margin is aided by stronger demand for oil products through lower crude oil price, but we suspect that the improvement in margin also coincides with the completion of strategic projects in 2014 which have helped to streamline Petronm operational efficiency. To put that into perspective, Petronm margin has never come close to match those of PetDag in those years (2011 - 2012) that refiners also enjoy strong margin as shown in the comparison above.

In terms of improvement in operational efficiency, what we can observe from its financial metrics is shown in the comparison of margin over the years. The margin in Petronm has been lagging behind PetDag for the most part of the years and we assert this scenario can be attributed to the disparity between efficiency level and lower contribution from the commercial segment (which tends to fetch more stable margin) for Petronm. Indeed, we believe the stronger margin as seen in Petronm also contributed by its burgeoning commercial segment as its commercial segment grew 32% in 2014 underpinned by 11% growth in LPG and 100% growth in aviation fuels. In another instance, it is true that Petronm has recorded losses in 2 out of the past 5 years, but if we were to exclude any borrowings cost from its financial metrics, we can assert that the negative earnings are likely to be reversed. Likewise, we believe strong balance sheet and low level of debts is much needed to instil some level of stability into the business model of refiners. In fact, Petronm has utilized the opportunity of reduced working capital requirement along with strong cash flow generation capability (RM 336mio cash flow generated from operations ) to pare down its debts through repaying long-term borrowings of RM 441mio and this has helped to generate interest cost savings of RM 16.5mio for the 9 months ended 2015. This should be viewed as favourable as we believe a low gearing / debts free business model is imperative for refiners to deliver healthy margin and thus profits to shareholders going forward.

Likewise, all these factors augur well for Petronm as we are more likely to see it continue racking solid profit q-o-q for the next 2 years. Refiners might even make a windfall profit in the event the crude oil market trend upward gradually as refiners will be able to realize higher earnings through the positive differential of selling price and input cost. There hasn’t been any case in corporate history that refiners will suffer in stockholdings losses when oil climb from low point to high point. We are not implying that the refining industry is without any challenges going forward. Rather, we assert that the upside potential for the industry clearly outweighs any downside risk in view of sustained weakness in crude oil price and imbalance between gasoline and diesel production in Europe which will lend support to crack spreads in Asia market. In the short run, we felt there is even some upside potential towards earnings for local refiners in the event of a short-run spike in oil price. This is attributed from the facts that refiners will be able to sell their inventory at a relatively higher price than their input cost of which further boosting their margin.

On a comparative basis, PetDag is expected to earn 0.9 EPS for the full year 2015 while Petronm is likely to net in 1.00 EPS. Whereas in terms of valuation, PetDag is valued at 25x PE while Petronm only saw to be worth 7x PE. This led us began to ponder why there is such a stark difference in terms of valuation assigned to both companies as they operate in the same industry? If there is a notion of premium valuation assigned to the market leader or Petronas-linked company, we think this is partly justified but it is definitely not until such a huge disparity. We felt there is a strong case for re-rating of Petronm even after run-up in its stock price for the past few months and we assigned a target price of RM 18 (based on 18x PE, 28% discounted to PetDag 25x PE) which represents an upside potential of 168%. Even though the local refining margin will be continued undermined by a global capacity overhang, the undemanding valuation and stable business model of Petronm convinced us that there is a strong catalyst for this stock.

Posted by stockmanmy > 2017-03-29 19:47 | Report Abuse

those who bought in Feb 2016 following the article die until no tears......now , only seeing some light.

Posted by suregain > 2017-03-29 20:03 | Report Abuse

Ron95 2.13