Posted by laikinwai > 2012-10-22 11:03 | Report Abuse

alam shooting too fast......give up...

Posted by stock5678 > 2012-10-22 11:04 | Report Abuse

Beware of resistance at 0.68

Posted by excelyou > 2012-10-22 12:08 | Report Abuse

RM0.68 level will break soon.

Posted by tanhengjin > 2012-10-22 12:24 | Report Abuse

heading 0.69

Posted by davidccwan > 2012-10-22 12:32 | Report Abuse

alam is going too fast 0.70. any positive news

Posted by Pita Mittis > 2012-10-22 12:33 | Report Abuse

sell this counter become speculative

Posted by messibarca > 2012-10-22 12:35 | Report Abuse

wasei..so powerful

Posted by laikinwai > 2012-10-22 12:51 | Report Abuse

too late for me to come in........i will go for Perisai...

Posted by Pita Mittis > 2012-10-22 12:58 | Report Abuse

come when is bad news exit when is good news, exit 50000 at 0.67, will go for mahsing

Posted by rookiemy > 2012-10-22 13:03 | Report Abuse

Clearly Alam's trend is changing. It will stand to benefit from:

22 October 2012

Oil & Gas: Capex for offshore oil, gas jobs to hit RM176bn
Projects in offshore Malaysia are forecast to see the largest capex in Asia, at more than RM176bn over the next 5 years, ahead of China and India, according to a recent market report. The Regional Perspectives Offshore Asia Oil and Gas Market Report to 2015 predicts that deepwater developments in Malaysia will continue to gather pace, with 84 fixed platform units and eight floating production units to be installed between 2011 and 2015. During the same period, the country is expected to spend some RM23bn on 2,490km of pipelines, ranking Malaysia first in Asia's pipeline market. (Business Times)

Posted by victor168 > 2012-10-22 13:18 | Report Abuse

a lot of IB/stock broking house set the target price at around RM1.24.

Posted by stock5678 > 2012-10-22 13:21 | Report Abuse

Just my personal thought. I do not believe their TP. That's only for reference and most of the time, when they call for buy, and you buy they will sell before the TP.

Posted by stock5678 > 2012-10-22 13:23 | Report Abuse

This is now in bullish but whether will hit 1.24, let's see. Wish all can profit from equity

Posted by excelyou > 2012-10-22 13:34 | Report Abuse

THE oil and gas sector is still able to offer promising upside potential to investors over the near to medium term, backed by growing energy demand as well as unlocking of new resources, said a fund manager.

"The oil and gas story is still upholding," said Henrietta Lance, senior portfolio manager of Amundi Islamic Global Resources.

Speaking at a briefing hosted by AmIslamic Funds Management, Lance foresees that Asian energy demand will grow from 18 million barrels a day in 2010 to 24 million in 2020 and 30 million in 2030.

"In Europe, new technology is breathing fresh life into mature Norwegian and UK North Sea reserves and unlocking new resources and extending mature reserve life, while some American manufacturers have taken the decision to 're-shore'.

"Energy is not only 'defensive' in today's markets, there is also upside potential for investors though these dynamics are not yet reflected by equity markets," she added.

In terms of outlook, global resource companies with good visibility of earnings and attractive risk-reward ratios are among the key strengths.

Lance is over-weighting on well diversified large caps with healthy cash flow profiles in the energy sector.

Meanwhile, AmInvest retail funds director Ng Chze How, who was also at the briefing, commented on AmIslamic Fund Management's AmCommodities Equity fund.

Ng said AmCommodities Equity is a feeder fund that invests in Amundi Islamic Global Resources.

"With the recent surge in commodities trend, we have witnessed the fund recording a 8.15 per cent return in just three months.

"This is in tandem with global commodity prices rising 10 per cent in the same duration of July to September 2012.

"The fund has also recorded a one-year performance of 9.63 per cent, outperforming its benchmark of 8.12 per cent," said Ng

Posted by excelyou > 2012-10-22 16:46 | Report Abuse

Alam may success bid PM contracts.

Posted by Vincent_737 > 2012-10-22 17:35 | Report Abuse

today break RM0.705 and close RM0.68 and tomoro up to RM0.75.Keep going on edy...Buy Buy Buy

Posted by bjaya > 2012-10-22 20:36 | Report Abuse

A potential double or triple-bagger stock ? Trust your instinct. Caveat emptor (buyers beware)

Posted by excelyou > 2012-10-23 12:17 | Report Abuse

Summary of Oil & Gas Picks:
Rank by Upsides: Rating MarketCap Last(19/10) Target Upside
PerisaiPetroleum Buy RM 903 mil RM 1.06 RM 1.40 +32%
AlamMaritim Buy RM 503mil RM0.64 RM0.85 +32%
BumiArmada Buy RM 10.78 bil RM 3.68 RM 4.88 +32%
Dialog Group Buy RM 5.73 bil RM 2.38 RM 3.05 +28%

Posted by excelyou > 2012-10-23 12:19 | Report Abuse

Overweight2 OSV Plays in Malaysia:
New OSV Focus Rating Previous Last(19/10) YTD% Target Upsides
AlamMaritim Buy Hold RM0.64 -15.8% RM0.85 +32%

Posted by excelyou > 2012-10-23 12:22 | Report Abuse

Main Factors For O&G pick:-
Cheap Valuations - Alam at 0.8x BV, upsides at 1.1x BV, est>+40%
OSV Trading Strategies - Alam with small size AHT & SSV. ImpendingContracts Awards - Petronas Carigali needs 34OSVs, worth RM3.2 bil.
Improving Utilization - Steady daily charter rates. Long term 3-5 years contracts.

Posted by excelyou > 2012-10-23 12:24 | Report Abuse

AlamMaritimbroke the 5 month bands of RM 0.55, broke the 50 MA and 100 MA.
News of Petronas Carigali calling for tender on 34 OSVs, gives market’s attention.
Timing of Malaysia OSVs upgrade is interesting, also reflect the optimism across in Singapore.
Alam’s RM532 mil market capital made it sensitive to change in outlooks on any new contract wins.

Posted by excelyou > 2012-10-23 12:26 | Report Abuse

Optimism: Buy calls coming in, average target RM0.88

Posted by pyramidpoh > 2012-10-24 10:36 | Report Abuse

accept what you say buy more T.P.RM1.10

Posted by chimera > 2012-10-24 13:57 | Report Abuse

if it goes down 2mrw will buy more, TP: 0.85

Posted by nizarwan > 2012-10-24 17:17 | Report Abuse

Optomisticly tommorow will should go up another few cent......

Posted by nizarwan > 2012-10-24 17:18 | Report Abuse

am waiting for 0.80 cent...

Posted by alexisvics > 2012-10-24 20:21 | Report Abuse

80cent nex week..........

Posted by davidccwan > 2012-10-24 20:21 | Report Abuse

Mr.Excelyou(sifu)your understanding and knowledge on Alam shall be deeply appreciated and commendable. I have long ago study this counter, way back in mid-2011, price from 0.90 to 0.51 not very long ago. Presently I am holding about 200,000 share. I strongly believe that if you have holding power and the company fundamental is strong, eventually the counter will be very rewarding.

Posted by bjaya > 2012-10-24 21:02 | Report Abuse

Bought@0.56 X 50,000 shares on
27/8, sold yesterday at 0.68. Is is too early to let go excelyou ?

Posted by avenger88 > 2012-10-24 21:07 | Report Abuse

it is enough , do not greedy.

Posted by bjaya > 2012-10-24 21:25 | Report Abuse

That's right. contentment equals happiness

Posted by Shanu N Apai > 2012-10-24 22:24 | Report Abuse

Profit=happiness

Posted by talk2pkc > 2012-10-24 22:31 | Report Abuse

Loss=ENO , hee hee Not sure at this junction I want to hop on , b performing very well for last 4 weeks ........... consolidation is imminent !!!!!! DONT b greedy , Uncle Ben Rice say so !!!!!!

Posted by Shanu N Apai > 2012-10-24 22:36 | Report Abuse

Jump in @ 0.70 hahaha = activfast

Posted by talk2pkc > 2012-10-24 23:36 | Report Abuse

Shanu , oh ok , maybe I should also put on my Fire man kit too , just in case in a deep frying pan , hee hee

Posted by nizarwan > 2012-10-25 01:01 | Report Abuse

go for it.......buy more...ha,ha...

Posted by excelyou > 2012-10-25 13:48 | Report Abuse

davidccwan: Good luck for you. This 2nd half year is a good run for O&G counters. Alam shall rise since this counter is one of the cheapest in valuation among the average industry and it past high PE.

Posted by davidccwan > 2012-10-25 13:52 | Report Abuse

Thanks excelyou .. i will keep the stock until the price touch 1.00 above ha ha

Posted by andyteng > 2012-10-25 14:50 | Report Abuse

alam break 70c

Posted by tfchua88 > 2012-10-25 16:42 | Report Abuse

Break 0.70 already, still can buy?

Posted by excelyou > 2012-10-25 17:50 | Report Abuse

Maybank used to give a very optimitic valuation. Since Maybank gave RM0.85 for Alam and if you trust Maybank, then GO.

Posted by Victor Valdez > 2012-10-25 17:59 | Report Abuse

hahahha..so quiet eh KC Loh??..Yer funda prediction on ALAM sux la..Told u guys b4 to have faith on ALAM...get that KC Loh ?..sucker!!

Posted by KC Loh > 2012-10-25 18:16 | Report Abuse

they just got three contracts, so you dunno what you are talking about boy! before that was there any won when you opened your big trap?

Posted by KC Loh > 2012-10-25 18:58 | Report Abuse

before Victor Valdez further solidifies his stupidity on the concept of "perception of fundamentals", let me just go on record and state some of the things i and others had posted when his theory was proposed. price slide when no contracts were won. This is just in case he doesn't understand English in its entirety nor the laws of fundamentals in investment.

Posted by KC Loh > Sep 9, 2012 01:10 PM | Report Abuse X
i think still got at least three Qs of earnings from legacy contracts to go, so the price will yo-yo between 51-56 sens! taking HwangDBS's and Maybank's TP of 60sens at 10x PER. it was 8.8 PER when the price was hovering at 54 sens.
but just buy below 52 sens for a margin of safety and sell well before the TP of the analysts' estimated TP! that would be the logical thing to do until/if new contracts is won!

Posted by royslade > Aug 30, 2012 09:33 PM | Report Abuse
Brother KC Loh... I just want to say that it appears that you were right on the money regarding ALAM as being cash strapped & short on modern vessels, etc.

Posted by kcfan > Sep 4, 2012 09:25 AM | Report Abuse
Ayam lari...counter.

Posted by Marcus Beh > Sep 5, 2012 12:19 PM | Report Abuse
Lagi drop...,!

Posted by syahnaz07 > Sep 6, 2012 11:09 AM | Report Abuse
gone case counter

Posted by arnold25 > 2012-10-25 22:22 | Report Abuse

Let it be what it going a be kc...perception n interpretation was personal understanding..u done with what u know n notice to every one...investing in was by personal judgement..loose n gain were the right time jump in n out..am always follow this forum but seldomly commenting the issue...thanks for the useable note..my advice just ignore the personal attacking post..tq..

Posted by monster 795 > 2012-10-25 22:44 | Report Abuse

Make 2k yesterday.today went to mines watching tiger wood..look back break 70sen..aiyooo..takpa will see on monday

Posted by alexisvics > 2012-10-25 23:12 | Report Abuse

U should watch Tiger in Bursa not at mines.

Posted by esegaban > 2012-10-26 00:16 | Report Abuse

I want to watch this tiger too....hehe....

Posted by esegaban > 2012-10-26 00:17 | Report Abuse

Sory .....not this tiger.....this alam.....hehehe....

Posted by tfchua88 > 2012-10-26 09:22 | Report Abuse

Thanks to all advices...