Posted by Dunknow > 2014-07-31 21:07 | Report Abuse

hehehe,saw the news from thestar...at least relieve me,thanks bro....will continue hold it,be a royal fan!Let's do it

Posted by Dunknow > 2014-07-31 21:09 | Report Abuse

you guys interested in Uzma?PE around 40+ ....any opinion?

Posted by Joel > 2014-08-01 10:37 | Report Abuse

Im interested in DELEUM !

Posted by Dunknow > 2014-08-01 11:01 | Report Abuse

Norges buy Deleum or uzma?

Posted by Dunknow > 2014-08-01 11:04 | Report Abuse

hihi,....

Posted by Joel > 2014-08-01 11:13 | Report Abuse

http://www.thestar.com.my/Business/Business-News/2014/08/01/Smaller-stocks-still-rising-UOB-KayHian-Market-conditions-still-supportive-of-small-midcap-counters/

Posted by Joel > 2014-08-01 11:14 | Report Abuse

DELEUM快要PERFORM SOON.

Posted by Joel > 2014-08-02 14:41 | Report Abuse

KUALA LUMPUR: UOB Kay Hian Malaysia Research expects market conditions will continue to favour small/mid-cap stocks, which have outperformed the FBM KLCI on a month-on-month basis in the last seven months.



The research house said this was one of the longest winning streaks in its 14-year performance review.




“Year-to-date (YTD), the FBM Small Caps Index has outperformed with a 21.7% year-to-date rise versus the KLCI’s 0.6%.



“We advocate being selective, picking beneficiaries of compelling investment themes or with specific event catalysts. These include Deleum, Barakah Offshore and Malaysian Resources Corp Bhd (MRCB),” it said.





UOB Kay Hian while small/mid caps have trounced the large caps’ YTD returns in all sectors under its coverage in 1H14, it reckons market conditions will still support further outperformance although it advocates being selective in stock picking.



“Valuation drivers include ample domestic liquidity amid government-led efforts to support undervalued small/mid-caps in Budget 2014.



“We also reckon retail investors, who have remained net sellers of Malaysian equities with RM500mil and RM6.5bil in net sell trades in 1H14 and 2013 respectively, would raise exposure in small/mid-caps.



“We also reckon the interest rate environment is still supportive, and even a potential further 25 basis point hike in the overnight policy rate (OPR) in September 2014 would not derail sentiment,” it said.



UOB Kay Hian said however, speculation in particularly the micro-to-small caps is stretched, for example companies trading at high multiples (nearing 10 times) or investors bidding up unproven conceptual stocks without perusing the strength of their business models (for example quality of earnings).



However, it pointed out that there was still value to be found. Small/mid-caps, as proxied by the FBM Small Cap Index, are up 21.7% YTD and 60.5% since the General Election in 2013, against the KLCI’s 0.6% and 10.8% respectively.



“Our top picks are MRCB, Deleum and Barakah (particularly its loan stock), while interesting situational stocks include Hong Leong Industries (see table overleaf).



“Notable NOT-RATED stocks include Suiwah, Tune Insurance and Heveaboard. Heveaboard’s earnings growth will be driven by higher operating margins from its expansion into higher-value ready-to-assemble (RTA) products, a more favourable product mix in the particle board segment, as well as a 50% decline in interest expense from 2Q14 onwards, having already settled its high-interest-rate term loans.



“Other beneficiaries of thematic investment plays include Sunway (emerging township in Medini, Iskandar) and SKP (cyclical recovery play).



“The recent retracement of HOLD–rated stocks that should rebound include Uzma and Tropicana. For year-end positioning, we like Perisai, Sunsuria and WCT,” it said.

http://www.thestar.com.my/Business/Investing/2014/07/31/Market-conditions-to-favour-small-mid-cap-stocks-UOB-Kay-Hian/

Posted by Dunknow > 2014-08-02 18:34 | Report Abuse

Deleum 

Weekly Chart- Stage 2 of Market Cycle which is bullish. The Upward Trend is still intact. In Medium Term, it is expect to consolidate between $2.02 and $2.55. 

Daily Chart- In short term, it is expect to consolidate in range of $2.32 and $ 2.47. A break below $2.32 may find $2.16 as strong support. 
A break above $2.47 may test resistance 1 at $2.55/2.7

Posted by Dunknow > 2014-08-02 18:34 | Report Abuse

2.47 cepat cepat mali lar...wake up on 04/08/14

Posted by Dunknow > 2014-08-02 18:35 | Report Abuse

Sudah times kerja lor, fund mgr shld b back mah..

Posted by Joel > 2014-08-03 20:38 | Report Abuse

Almost 2 month DELEUM price ran at around RM2.40.
Hope Technical will rebound suddenly in AUGUST !

Posted by Ring > 2014-08-04 13:55 | Report Abuse

Deleum has an RM3.3bil order book, which will last until 2023.

“This year we are aiming at a double-digit growth in earnings and revenue and to expand our oil field services and MRO segment,” he said, adding that the group had allocated RM160mil as working capital for this year.

Deleum’s core businesses are power and machinery (P&M), oilfield services and MRO......Starbiz

Posted by Dunknow > 2014-08-04 15:12 | Report Abuse

come come come.............

Posted by Dunknow > 2014-08-04 21:29 | Report Abuse

2.55? 2.7? Long neck liao, look like giraffe nw...hmmm

Posted by Overweight > 2014-08-05 09:44 | Report Abuse

Coastal and Deleum both my O&G top investment, Coastal already outbreak and next should be Deleum.

Posted by master_tan > 2014-08-05 16:20 | Report Abuse

sweeee, finally

Posted by Overweight > 2014-08-05 16:38 | Report Abuse

not bad but still lagging behind, need more support to move forward :)

Posted by Dunknow > 2014-08-05 19:59 | Report Abuse

Yeah...mayb sell and buy....

Posted by Joel > 2014-08-08 07:45 | Report Abuse

Today maybe will bullish exceed rm2.50.

Posted by Kevin Shah > 2014-08-08 10:41 | Report Abuse

whole market down today, wonder why?

Posted by allanlkl > 2014-08-08 10:46 | Report Abuse

War....

Posted by ray81 > 2014-08-13 23:11 | Report Abuse

http://www.bbc.com/news/uk-scotland-scotland-business-28758300

Posted by ray81 > 2014-08-13 23:12 | Report Abuse

Good News!

Posted by Ti Bowen > 2014-08-14 07:26 | Report Abuse

hopefully can rebound today....

Posted by opportunist > 2014-08-15 15:36 | Report Abuse

y the sudden drop?

Posted by Ti Bowen > 2014-08-15 17:47 | Report Abuse

going down hill, maybe coming quarter report is not as expected

Posted by 2862862 > 2014-08-16 22:37 | Report Abuse

its good time to buy now, u will surprise within 1 year. RM 2.31 as at 16/8/2014

Posted by Tornado > 2014-08-16 22:49 | Report Abuse

may due to Petronas is going to cut down on project plan budget, announcement made last week.
Any hardcore supporter here got figure on Deuluem project from Petronas ?

Posted by 2862862 > 2014-08-17 07:42 | Report Abuse

Tornado-i don't know and if base on total 3.3B and busy until year 2022. Now they on progross bidding 700 M contract.

Posted by Tornado > 2014-08-18 09:01 | Report Abuse

Thanks 2862.

Posted by allanlkl > 2014-08-18 16:53 | Report Abuse

any news for the counter?

Posted by Ti Bowen > 2014-08-19 15:11 | Report Abuse

no good news, that is y dropping.. .:)

Posted by Brandon Low > 2014-08-20 11:12 | Report Abuse

Is deleum going to issue any dividend this Q4?
Thank you.

Posted by Ti Bowen > 2014-08-20 12:47 | Report Abuse

half year once....

Posted by opportunist > 2014-08-20 15:14 | Report Abuse

base on history, there will be a interim dividend in sept.. price drop maybe due to possible bad quarter report and dividend expecte in these coming days

Posted by patterntrader1168 > 2014-08-20 19:05 | Report Abuse

Q2 Results http://www.bursamalaysia.com/market/listed-companies/company-announcements/1715565

Posted by patterntrader1168 > 2014-08-20 19:06 | Report Abuse

1st Interim Dividend http://www.bursamalaysia.com/market/listed-companies/company-announcements/1715449

Posted by Tornado > 2014-08-20 23:21 | Report Abuse

Whoa fantastic quarter ......... I believe this gem is going to fly sky high tomorrow !!!

1) QoQ - Better REV compare to preceding year corresponding quarter & last quarter
2) QoQ - Better EPS compare to preceding year corresponding quarter & last quarter
3) QoQ - Better 1st interim Div compare to preceding year Quarter (prior to bonus/split )

Posted by Tornado > 2014-08-21 09:32 | Report Abuse

coming .......... ; )

Posted by opportunist > 2014-08-21 09:51 | Report Abuse

still the price doesn't go up much..

Posted by Ti Bowen > 2014-08-22 13:52 | Report Abuse

lack of vol to push up...

Posted by Brandon Low > 2014-08-22 17:22 | Report Abuse

2.21 =="

Posted by ray81 > 2014-08-22 17:50 | Report Abuse

suffer the same fate as Bumi Armada.....

Posted by hookaholic > 2014-08-22 17:51 | Report Abuse

any idea why it keeps heading south?

Posted by ray81 > 2014-08-22 17:55 | Report Abuse

probably EPS drop

Posted by hookaholic > 2014-08-22 18:08 | Report Abuse

good time to collect more or will it drop further?

Posted by Ti Bowen > 2014-08-23 23:10 | Report Abuse

after split and bonus issued sure the eps diluted n sure drop...

Posted by joerakmo > 2014-08-25 07:35 | Report Abuse

rolling 12mth earnings 55M still ok

Posted by L. C. Chong > 2014-08-25 20:17 | Report Abuse

DELEUM analysis - http://lcchong.wordpress.com/2014/08/25/deleum-fundamental-analysis-25-aug-2014/