Posted by myone99 > 2017-10-19 16:10 | Report Abuse

Nylex1 starts sailing, so next q result will be much better. Furthermore this coming q result will be better than last q because of increase of selling price. Let's see....

Posted by Bettyem > 2017-10-19 17:01 | Report Abuse

Nylex1跟踪位置
https://www.vesselfinder.com/vessels/NYLEX-1-IMO-9798612-MMSI-533130597

Posted by Ameera > 2017-10-19 17:05 | Report Abuse

Good BUY now!!

Posted by myone99 > 2017-10-19 17:13 | Report Abuse

Thanks Bettyem for your info.

Posted by Bettyem > 2017-10-19 17:51 | Report Abuse

感谢您的信息，来自AGM的Nylex下个季度增加盈利能力。一定会投资于Nylex和Ancom的股份，因为Ancom拥有Nylex超过45.61％的股份。 Nylex产品销售价格的任何上涨也将反映在下一季度Ancom在下周公布的盈利能力提升的情况下

Posted by ooihk899 > 2017-10-19 18:00 | Report Abuse

Thank you myone99 and Bettyem for your info.

Posted by Skykids > 2017-10-20 09:38 | Report Abuse

end of this month 1.2? haha

Posted by Bettyem > 2017-10-20 15:38 | Report Abuse

吉隆坡：2017年10月13日，马来西亚国家银行（BNM）国际储备上涨了2000亿美元至101.4亿美元。

据央行周五报道，9月29日的储备从101.20亿美元增加。

储备头寸足以为7.5个月的留存进口提供资金，是短期外债的1.1倍。

以令吉比例计算，两周期间，储备金从RM227.70bil增加到RM228.70bil。
http://www.thestar.com.my/business/business-news/2017/10/20/bnm-foreign-reserves-up-us$200m-to-us$101pt4b-on-oct-13/

仍然相关原油原油价格上涨，从54美元升至57美元，意味着石油化工和聚合物生产商如Ancom和Nylex的价格更高。

"According to industry estimates, the prices of petrochemicals and polymer in Asia had increased between 10% to 40% in the last one year, reflecting firmer crude oil prices, even as demand growth, driven by China, continued to outpace supply.

PetChem revealed its product prices on the overall rose at an average rate of 22% year-on-year (y-o-y) during the quarter in review in tandem with the recovery in crude oil prices, which rose to US$54 (RM230.40) per barrel in the first quarter of this year from an average of US$44 per barrel last year."
http://www.thestar.com.my/business/business-news/2017/06/10/chemical-companies-riding-high/

Posted by myone99 > 2017-10-20 20:48 | Report Abuse

Good sign today T4 1.2 mil shares all well absorb..will march towards 1.5 soon.

Posted by Ameera > 2017-10-21 08:43 | Report Abuse

Good BUY now, sure will go UP

Posted by Bettyem > 2017-10-23 09:26 | Report Abuse

2018市场前景
总体而言，2018年度预算可能推动股市上涨。
2018年的预算也可以明年确定马来西亚的增长路线，并确定其全球经济评级。
历史上分析人士认为，2018年度预算和即将举行的选举将导致消费者信心上升。

AllianceDBS Research强调，过去的选举与强烈的消费者情绪相吻合。
“由于2018年预算被视为第十四届大选前的最终预算（不迟于2018年8月），我们相信我们将进一步推动复苏和进一步发展。”
从宏观角度看，研究组指出，联邦政府原油价格反弹为经济缓解提供了一定的机会。所有这一切，相信马来西亚的财政纪律将得到维护。
“我们在2017年底保持了FBM KLCI目标1,800个目标，并从自下而上的估值方法中引入了我们的2018年目标1,870（隐含的16.6倍的价格收益）。
“我们的主要投资主题保持不变，这是消费者恢复，出口和运输的基础设施。”

同时，RHB Research还认为，市场也希望在国际评级机构的监督下看到持续的财务纪律。
“我们预计2018年的财政赤字将进一步降至GDP的2.9％（比2017年下降3％）。
“对OPEX的更仔细的控制将为发展支出留出更多空间，从而使小承包商和建筑材料供应商受益。
研究公司表示：“这些相互矛盾的目标最终表明需要采取另外一个平衡的行动，要求投资者保持头脑，注意市场基本面。
http://www.theborneopost.com/2017/10/22/budget-2018-possible-benefits-for-malaysian-industries/

Posted by Bettyem > 2017-10-24 09:45 | Report Abuse

2017年最新年报ANCOM集团业绩分析

截至二零一零年五月三十一日止财政年度（「二○一七年度」），ANCOM集团的营业收入为十七亿一千一百万令吉，较二零一六年五月三十一日税前利润（“PBT”）于二零一一年度由二零一一年度的1720万令吉增加199％至5,440万令吉。

在纳税和非控股权益后，2011年度归属于母公司股东的利润为1750万令吉，相比之下，归属于股东的亏损为700万令吉。总体而言，本集团在本财政年度表现良好。本财年的每股收益为8.11仙，而去年同期每股3.24仙。

由于以下原因，安信集团下个季度也将有利可图：
*由于价格原油价格从每桶54美元上涨至每桶57美元，工业化工业务的销售价格和销量将会更高
*农产品出口销售依然强劲，拉丁美洲和澳大利亚的订单由于RM疲软而下降。
*新化学品NYLEX1已经开始降低化学品运输成本，从而获得更大的利润
美元汇率有利于提高聚合物出口业务的利润率。
*出口聚合物销售，主要来自新加坡，澳大利亚，印度尼西亚，中东和香港。
*媒体部（Redberry）获得MRT1（10年）和雅加达捷运（20年）广告优惠。等等
"The next few Quarters will also be profitable for Ancom Group due to the following reasons:
* Industrial chemical business will see higher selling prices and volume due to increasing crude of price from USD54 to USD57 per barrel
* Exports sales for the agriculture chemical business remained strong with orders from Latin America and Australia due to weaker RM.
* New Chemical Vessel NYLEX1 is already operational to lower chemicals transport costs for greater profit margins
* The favourable USD exchange rate also improved profit margins from the Polymer export business.
* Exports sales for Polymer, orders mainly were from Singapore, Australia, Indonesia, the Middle East and Hong Kong.
* Media Division (Redberry) won MRT1 (10 years) & Jakarta MRT (20 years) Advertising Concessions. etc."

操作审查
我们的农业和工业化学品业务在工业化学品销售价格和数量上都有所上涨，农业化学品业务继续进入马来西亚较大的种植园。农产品出口销售依然强劲，拉美和澳大利亚订单。在国内方面，马来西亚林吉特（RM）也较弱，也为国内市场磷酸价格上涨做出了贡献。这种有利的市场条件有利于我们的业务。随着拉丁美洲和澳大利亚的新订单，农业化学品业务继续走强，进入国内重点种植园业务，出口市场增长依然强劲。

http://www.malaysiastock.biz/GetReport.aspx?file=AR/2017/9/26/4758%20-%201604107773867.pdf&name=AR2017-Ancom.pdf
Update: NYLEX1 now fully operational as of October 2017
Check latest Location of Nylex1 here:
https://www.vesselfinder.com/vessels/NYLEX-1-IMO-9798612-MMSI-533130597

Posted by Ameera > 2017-10-25 16:19 | Report Abuse

why keep dropping leh

Posted by traderman > 2017-10-25 16:34 | Report Abuse

because follow parent company ancom.

Posted by koowakzai > 2017-10-25 16:38 | Report Abuse

Which one are better buy? Ancom or Nylex ?

Posted by hueyshiuan21 > 2017-10-25 17:04 | Report Abuse

Nylex

Posted by davidgrace > 2017-10-25 17:25 | Report Abuse

if the result is good, it should have now move up, not keep on dropping...doubt

Posted by Ameera > 2017-10-25 20:25 | Report Abuse

I have big doubt with the result!!

Posted by traderman > 2017-10-25 22:03 | Report Abuse

both are the same ... same boss ... haha

Posted by Skykids > 2017-10-26 09:30 | Report Abuse

Maybe today 1230pm QR1 released? If net profit more than 8mils TP 1.2 no problem^^

Posted by Ameera > 2017-10-26 10:16 | Report Abuse

truly have the doubt,.,.the FR maybe otherwise..

Posted by Skykids > 2017-10-26 12:13 | Report Abuse

engine start, air force engine?

Posted by Skykids > 2017-10-26 12:15 | Report Abuse

later 1230pm QR release chance very big

Posted by Investar2862 > 2017-10-26 12:16 | Report Abuse

See what happen now?

Posted by Skykids > 2017-10-26 12:30 | Report Abuse

5mins jumped to 1.06 from 1.00

Posted by hueyshiuan21 > 2017-10-26 12:40 | Report Abuse

QR out?? Cannot find

Posted by Skykids > 2017-10-26 12:41 | Report Abuse

no yet, assume only. LCT QR out.

Posted by 林立胜 > 2017-10-26 12:44 | Report Abuse

lctitan result not very good lah

Posted by 林立胜 > 2017-10-26 12:44 | Report Abuse

even qoq increase buy yoy decrease

Posted by windcloud > 2017-10-26 13:04 | Report Abuse

1st qtr NP think is around 8 to 9.5 million in between, will be the best results, TP is about 1.50 ..... buy now if want to get about 40-50% gain .....

Posted by 林立胜 > 2017-10-26 13:22 | Report Abuse

I already bought,at RM1.02,

Posted by Ameera > 2017-10-26 15:06 | Report Abuse

happy to see 1.05, but now...1.02...

Posted by Oscar Tong > 2017-10-26 16:08 | Report Abuse

Waiting for qr out!

Posted by singunsin > 2017-10-26 17:14 | Report Abuse

GG

Posted by davidgrace > 2017-10-26 17:14 | Report Abuse

result out...

Posted by pareto_8020 > 2017-10-26 17:17 | Report Abuse

Good result!

Posted by hueyshiuan21 > 2017-10-26 17:19 | Report Abuse

out

Posted by davidgrace > 2017-10-26 17:19 | Report Abuse

not so good, compare to last quarter leh

Posted by ilovehits > 2017-10-26 17:20 | Report Abuse

Luckily I didn't buy. Haha..

Posted by Nx350 > 2017-10-26 17:22 | Report Abuse

Ilovehits you go to holland....

Posted by ilovehits > 2017-10-26 17:22 | Report Abuse

You lose a lot? Pity..

Posted by koowakzai > 2017-10-26 17:31 | Report Abuse

Result ok. YOY is 250% gain. Good start for the first quarter. Can’t expect every quarter report to beat previous quarter. Let’s market determine the price tomorrow. Still bullish for this stock.

Posted by davidgrace > 2017-10-26 17:33 | Report Abuse

ya, cannot expect every quarter up ...

Posted by myone99 > 2017-10-26 17:35 | Report Abuse

logistic part start contributing, will be better for next q because Nylex 1 only started operation this Sept. With the Bulk Index recovery this will help. well see...

Posted by Nx350 > 2017-10-26 17:36 | Report Abuse

Ilovehits you fren said u buy more nylex...tomorrow nylex go holland....hahaha

Posted by nekosan > 2017-10-26 17:50 | Report Abuse

expect got expert come out to say the result actually not bad

Posted by DarKLoRD888999 > 2017-10-26 18:09 | Report Abuse

All silent LoL

Posted by Star8888 > 2017-10-26 18:27 | Report Abuse

Total loan and borrowing has been reduced from 2.67Mil last quarter to 2.34Mil this quarter. From what I can see, management try to reduce company debt. Overall quarter result is OK.

Posted by nekosan > 2017-10-26 18:52 | Report Abuse

here come the expert

Posted by Nx350 > 2017-10-26 20:09 | Report Abuse

Tomorrow burget support...