Posted by granto > 2014-10-29 21:29 | Report Abuse

Perdana Neptune sells offshore support vessel: http://www.seashipnews.com/News/Perdana-Neptune-sells-offshore-support-vessel/3w3c2811.html

Posted by onglah > 2014-10-29 22:53 | Report Abuse

is good or bed news?

Posted by koyak71 > 2014-10-31 12:26 | Report Abuse

Today alot of t4 for perdana...hope can sustain above 1.64

Posted by positive99 > 2014-10-31 18:20 | Report Abuse

Perdana Petroleum (BUY )
Take a breath and ready for FY16.
 Entered into MOA to dispose one unit of accommodation work barge (Petra Superior) to Hauston for a total consideration of US$28.5m or RM93.5m.
 We expect no impact to FY14 as the existing contract will expired in Nov 14 and contributes about RM6m or ~5% on FY15’s PAT. However, the proceeds raise will be used to fund new acquisition of assets which will help to mitigate the impact.
 We are positive on the disposal as it will be part of the fleet renewal plan to upgrade existing vessel to higher specification coupled with favourable selling price with RM1m gain
 We also understand that by selling Petra Superior, it will save about US$2m on drydocking expenses which was supposed to take place by end of year after existing contract expire in Nov.
 We maintained our BUY call with unchanged TP of RM1.87 pegged at an unchanged 12x FY15 EPS of 15.5 sen/share.
Earnings Evaluation (report)
Report from Hong Leong Research yesterday.

Posted by calvin > 2014-11-01 02:12 | Report Abuse

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柏达纳 售船应付新船定金

股市 行家论股  2014-10-31 11:21

目标价：2.13令吉最新进展柏达纳（PERDANA，7108，主板贸服股）宣布，以2850万美元（约9350万令吉）将一艘岸外支援船（OSV）脱售给英属维尔京群岛Hauston公司。该该船截至10月31日的净账面价值为9200万令吉，投资成本为1亿800万令吉。脱售活动属舰队更新计划的一部分。行家建议我们对柏达纳售船感到惊讶，因为工作船目前需求非常高，原以为该公司会守住。但现在相信，该公司可能是要为之前所购买的两艘500人住宿工作驳船铺路。2850万美元售价，可应付新船达20%的定金，另外也可用来降低债务。因此，该公司可能为了长远利益，面对短期阵痛。基于柏达纳稳定的长期租约，公司前景中至长期内保持稳定。不过，我们已将即将脱售的岸外支援船，每日7万5000令吉的租金纳入计算，因此，下修柏达纳2015财年净利预测7.9%，报1亿670万令吉。

Posted by MAMEE MONSTER > 2014-11-03 18:51 | Report Abuse

Still remember me? hehemmm.... You have only direction.

Posted by positive99 > 2014-11-04 10:53 | Report Abuse

Moving up with big volume......

Posted by Lau Toh Mee > 2014-11-04 16:18 | Report Abuse

Mamee means, switch to other counters

Posted by Lau Toh Mee > 2014-11-04 16:25 | Report Abuse

Trading @ forward EPS? future EPS? You know what it means?

Posted by wisdomtot > 2014-11-04 22:32 | Report Abuse

Time to head north..

Posted by koyak71 > 2014-11-04 22:42 | Report Abuse

Oil still in downtrend macamana mau head north

Posted by selamba > 2014-11-05 06:40 | Report Abuse

masa membeli niiiii

Posted by Can17 > 2014-11-05 11:21 | Report Abuse

Dayang Ent. buying cheap cheap.

Posted by calvin > 2014-11-06 00:25 | Report Abuse

Many day drop drop already,2moro is rebound day .hahaha TP 2.00

Posted by Lau Toh Mee > 2014-11-07 11:51 | Report Abuse

Dear calvin, why you say TP 2 ?

Posted by madcow > 2014-11-07 16:04 | Report Abuse

PB TP is Rm2.07 lor

Posted by Lau Toh Mee > 2014-11-07 16:54 | Report Abuse

Why?

Posted by joni > 2014-11-07 19:45 | Report Abuse

fair value 88sen reasonable

Posted by joni > 2014-11-07 19:46 | Report Abuse

ooops sorry, thats for Perisai.

Posted by MAMEE MONSTER > 2014-11-10 21:42 | Report Abuse

Hello

Desmond, chung, lmf_gau, still holding PERDANA-WA??

It is expiring. I hole you had offload all Perdana-WA @ 1.10+

Remember what happened to SPSETIA-WB & THHEAVY-WA

I don't know what is the next direction. I go to vacation and EAT MAMEE!!!

Posted by Anak_Mamee > 2014-11-10 21:47 | Report Abuse

I can't imagine once the Perdana-WA goreng hot @ 1.10~1.20, once, today close @ 76 sen

Posted by kheeliam > 2014-11-11 09:47 | Report Abuse

PERDANA-WA is expiring on 26-Oct-2015, still have 356 days to go... MAMEE, are you get drunk? haha...

Posted by AyamJahat > 2014-11-11 13:04 | Report Abuse

I think kheeliam stuck @ PERDANA-WA @ RM 1.00~Rm 1.20+, OMG.....

Posted by Ayam2 > 2014-11-11 13:29 | Report Abuse

Yes, he is. He entered Perdana @ wrong time.

When chung & lmf_hau is promoting PERDANA (before bonus issue) @ < RM 1.00,
no one ever heard. (the time Perdana-wa was hovering between 30~35 sen)

After bonus issue Perdana-wa is RM 0.72 (pre-bonus issue were RM 1.05 max)
then after that max is RM 1.22 (= RM 1.70 pre-bonus issue).

My father Ayam Tua always advice his fellow children, be extremely careful with stocks having warrants approaching maturity.

Buy @ 2.5 years or more before maturity.
Gratually offload at good price within 2.5~1 years before maturity.

Expect a sudden crash of warrants (in SPSETIA-WB, gradually down from RM 2.00 to 50 sen, then suddenly, crashed from 50 sen to 10 sen., in case of THHEAVY-WA, after being goreng up from 12 sen to 49.5 sen max, 1st crash to 30~32 sen range. kheeliam think cheap then averge down more @ 30 sen. Then suddenly flash crash directly to 5 sen now. See lor~~~


kee liam? heliam? helium?

Posted by ayam6 > 2014-11-11 13:36 | Report Abuse

What to do now???????????? warrants @ 76 sen ....... :(

Posted by Ayam1 > 2014-11-11 13:38 | Report Abuse

What is the expected movements of PERDANA-WA towards its maturity? Ayam Tua can you answer this question?

Posted by Ayam2 > 2014-11-11 13:43 | Report Abuse

What to do now?? that day PERDANA-WA can be sold for RM 1.10, you dun want sell,
now only can sell @ 77 sen???? down 30%, sakit hati chung & lmf_hau & khee liem

Posted by kheeliam > 2014-11-11 15:20 | Report Abuse

Ayam ayam... I just correct MAMEE statement only, don't shoot me ... I really stuck with my PERDANA, but not PERDANA-WA. The price I entered for PERDANA was RM0.60, miss out selling when PERDANA price go to RM2, now only RM1.47.. really sakit hati..

Posted by Lau Toh Mee > 2014-11-12 13:54 | Report Abuse

It is still equal to RM 2.00 (pre-bonus issue).

You still make a 200%+ profit, instead of 300%+

Posted by MameePerdana > 2014-11-12 19:47 | Report Abuse

>MaMaMeeMee Hello, World.

Is Perdana OVERPRICED?

I thought LMF_GAU who sold PERDANA-WA (@70 sen), but once upon a time
KEEPs PERDANA kuat-kuat, will DEFINATELY say →→ YES !!!!

So?

Even if it up, not much room.

LMF_GAU and friends, should you sell the last traces of PERDANA, and switch to

→ IRETEX-LA

Your better decision.

Remember → IRETEX-LA v IRETEX-WA = Evil twins


Desmond Liew should also consider to sell ALAM & PERDANA,
keep 50% in 6%-BOND and use the other 50% to buy IRETEX-LA.
01/10/2014 16:35

______________________________________________________________

Oct 1, 2014 - day 1 of pre-crash, MamaMemee already issue a warning:

Is Perdana Overpriced. Read carefully.

Dayang bought Perdana @ 1.60 ~ 1.66?

Just want to increase stake for controlling power.
Today is 1.37 ???

LMF_GAU, if you bought PERDANA-WA @ 50 sen, don't sell 70 sen (pre-bonus issue)
sell today 67 sen Perdana-wa (= 95 sen pre-bonus issue), you still profit?

LMF_GAU eat MAMEE is better

Posted by MameePerdana > 2014-11-12 19:48 | Report Abuse

Desmond Liew, have you offload your ALAM above RM 1.10+?

You are today really stucked @ 99 sen (ALAM)

Posted by MameePerdana > 2014-11-12 19:49 | Report Abuse

IRETEX-LA & IRETEX-WA = the world most evil twins. If you know how to play the card games successfully, you know what I mean.

Posted by Lau Toh Mee > 2014-11-13 08:15 | Report Abuse

Perdana Price targets by research house

Date Open Price Target Price Upside/Downside Price Call Source
30/10/2014 1.68 2.07 +0.39 (23.21%) BUY PUBLIC BANK
30/10/2014 1.68 2.48 +0.80 (47.62%) BUY MAYBANK
30/10/2014 1.68 2.13 +0.45 (26.79%) BUY KENANGA
30/10/2014 1.68 1.87 +0.19 (11.31%) BUY HLG
30/10/2014 1.68 2.08 +0.40 (23.81%) BUY AFFIN
23/10/2014 1.58 2.55 +0.97 (61.39%) BUY MAYBANK
20/10/2014 1.54 1.87 +0.33 (21.43%) BUY HLG
13/10/2014 1.65 2.63 +0.98 (59.39%) BUY CIMB
20/08/2014 1.87 2.20 +0.33 (17.65%) BUY RHB
20/08/2014 1.87 2.32 +0.45 (24.06%) BUY PUBLIC BANK

owarine is Rm 1.37 @ 12 nov 2014

Have a look at the evil twins and thank me @ near medium term future.

Posted by Lau Toh Mee > 2014-11-13 14:22 | Report Abuse

A life without parties would be like an endless road without an inn.

Posted by zeolit > 2014-11-21 14:16 | Report Abuse

what happen is this right time to enter

Posted by AhMoi > 2014-11-23 14:13 | Report Abuse

Petronas which is set to re-evaluate its RM 300 billion capex programme will have major spillover effects for the oil & gas industry.



The biggest threat to the LOCAL oil & gas industries will be the Malaysian government..... yes, the Malaysian government.


Recall that Petronas had applied to limit its dividend to the Malaysian government at 30% of its profit, but, was rejected.


Double whammy is............ with a lower income in years to come due to low oil prices, yet, the Malaysian government will ask for more because Malaysia's most recent economy growth rate was below 6% and future is challenging.


Soon, the RM 300 billion capex programme will be reduced to RM 100 billions and brings major negative spillover effects for the local oil & gas industry.



What do you think the future will be for local oil & gas companies when Petronas does austerity....


Those companies which have spent to buy oil & gas assets will be hit even more....

Think and think harder

Posted by onglah > 2014-11-24 19:10 | Report Abuse

我不明白，有人可以解释给我听吗？
之前DAYANG用很高的价钱买了很多。
为什么现在跌到这么低，DAYANG反而不再进货了。

Posted by sbk0123456 > 2014-12-01 16:27 | Report Abuse

can it be worse??

Posted by wisdomtot > 2014-12-01 19:24 | Report Abuse

Haha.. see whether the share price reflects its fundamentals.. all oil and gas not spared..even profitable ones.. that is the power of the irrational market.

Posted by kakisaham > 2014-12-02 14:47 | Report Abuse

bro...beli ini bro

Posted by wkkht > 2014-12-02 16:32 | Report Abuse

http://www.cngold.org/img_date/yuanyou.html

DROP

Posted by brendan > 2014-12-03 10:40 | Report Abuse

US shale oil boom is not sustainable, bottom is near, time to nibble

Posted by brendan > 2014-12-03 10:45 | Report Abuse

http://www.businessinsider.my/jeremy-grantham-on-fracking-boom-2014-11/#.VH5yVjGUeSp

Posted by kakisaham > 2014-12-03 11:28 | Report Abuse

going to fly...buy..buy..buy

Posted by kakisaham > 2014-12-03 11:55 | Report Abuse

macam comel je

Posted by jeannie > 2014-12-04 10:22 | Report Abuse

die first la

Posted by Romjam > 2014-12-10 13:54 | Report Abuse

Short term tp 1.20

Posted by beso > 2014-12-10 20:49 | Report Abuse

one day show

Posted by simondino > 2014-12-17 16:37 | Report Abuse

no show?

Posted by ckwan11d > 2014-12-20 16:28 | Report Abuse

Hello, my friends here. Do you know that the counter has huge borrowings?