Posted by L. C. Chong > 2014-12-31 13:12 | Report Abuse

PERDANA analysis - http://lcchong.wordpress.com/2014/12/31/perdana-fundamental-analysis-31-dec-2014/

Posted by derrtan > 2015-01-02 22:47 | Report Abuse

anyone know why this counter not moving? counter like Dayang and Dialog has rebounded for quite a bit but this counter seems to be slow despite outperform in the quarterly report.

Posted by Kong Sing Yee > 2015-01-13 17:37 | Report Abuse

很久没有出现过像 chung 这样的贵人了...

Posted by derrtan > 2015-01-16 17:15 | Report Abuse

Every reports says Perdana is outperform but share move like shit...

Posted by derekdan > 2015-01-16 23:53 | Report Abuse

Perdana has strong earning visibility, most of its vessel are on long-term charter up to 5 years, now is just a temporary setback due to oil price depression. Perdana is a well-managed company, I believe the company has lower capex (due to slow expansion) in the years ahead and is actively paring down its debt, Perdana will soar when oil price rebound.

Posted by WRY9876 > 2015-01-22 16:40 | Report Abuse

yahoo!!!

Posted by Gr Gong Ryong > 2015-01-22 17:41 | Report Abuse

why yahoo ?

Posted by imoogi99 > 2015-01-23 10:40 | Report Abuse

Breakout.....that's why yahoo.....next tp 1.30.

Posted by Gr Gong Ryong > 2015-01-28 10:55 | Report Abuse

TP at least 1.58. oil will rebound for sure. mark my word

Posted by Gr Gong Ryong > 2015-01-29 11:53 | Report Abuse

good for accumulation.

Posted by Chung > 2015-01-29 12:46 | Report Abuse

Perdana can buy between 0.95-1.05 .... will get double return in 2 years...

Posted by iwtbsi > 2015-01-31 18:06 | Report Abuse

Oil price show strong sign, can start accumulate.

Posted by d7zul > 2015-02-02 15:48 |

Post removed.Why?

Posted by kingcobra > 2015-02-02 16:01 | Report Abuse

wrong way of cari makan

Posted by d7zul > 2015-02-02 16:44 | Report Abuse

@kingcobra, kindly show me the right way of cari makan.. tq

Posted by derekdan > 2015-02-04 12:52 | Report Abuse

Any dividend suprise in upcoming quaterly result ?

Posted by derrtan > 2015-02-06 08:43 | Report Abuse

do you know when is the quarterly result release?

Posted by derrtan > 2015-02-06 18:57 | Report Abuse

another disappointing day

Posted by chshzhd > 2015-02-08 17:04 | Report Abuse

buy more

Posted by imoogi99 > 2015-02-10 09:30 | Report Abuse

1.30 around the corner. Financial result will be announced in the week of 23rd Feb or earlier. Another good quarters expected.

Posted by Ayat > 2015-02-10 17:17 | Report Abuse

Wait Ayam Tua goreng PERDANA, straight to 2.22

Posted by imoogi99 > 2015-02-11 09:16 | Report Abuse

with 2.22, jangan goreng dapat kutu saja.

Posted by Ah Ha > 2015-02-12 17:49 | Report Abuse

look like lower than RM 0.90 after result out.. all oil&Gas sure down 10-20% after result announce.. more to come... who dear to try this counter and armada. run before it's too late..

Posted by stonenut > 2015-02-12 17:52 | Report Abuse

Buy perisai or thheavy la......

Posted by Ferisc > 2015-02-12 22:26 | Report Abuse

Petdag last Q net profit plunges 99.7%. Be watch out.

Posted by Invest_168 > 2015-02-12 23:00 | Report Abuse

The bad results was expected as the oil & gas companies share price already dropped like hell. Thus, the down side is limited. Further more, if oil price can rebound back to > USD60..it's time to accumulated when it further dropped.

Posted by imoogi99 > 2015-02-13 17:40 | Report Abuse

Very goat closing.....goat rally next week!

Posted by Invest_168 > 2015-02-13 22:19 | Report Abuse

Brent Crude Oil break USD60...Perdana still has huge pontential to move up further.

Posted by imoogi99 > 2015-02-14 15:56 | Report Abuse

Wow.....wti oil up 2.81%, brent up 3.74%...perdana up 10% Monday....lol!

Posted by kakisaham > 2015-02-14 17:02 | Report Abuse

Ini perdana sudah lama gua tak pandang
Asyik dgn kaunter lain yg sedang jalan
Aiyo..dia sudah terbang
Nanti monday gua ambil peluang
Mudah2an gua dapat pulangan
Bagi menampung yang dah berlubang

Posted by janetrohan > 2015-02-16 17:07 | Report Abuse

whatever counter touched by EPF. sure die....no matter what you use. macd, rci,stockholic all are useless........ avoid counters that EPF involve.....

Posted by imoogi99 > 2015-02-17 09:52 | Report Abuse

If counter touch by epf are useless, hmmmm am wondering how did epf manage to give out 6.75% dividend....lol!

Posted by mililia > 2015-02-18 11:21 | Report Abuse

Perdana is a GO candidate by Dayang. This is a known knowledge to those that are close to the industry. Because Perdana is a non-syariah counter and has no plan to be a syariah counter due to nature of the business, Tabung Haji "may" have to divest its investment in Perdana. So, here are some facts to consider:-

1. the average price Tabung Haji is higher than current price;
2. there is already interested party to acquired the block; i.e. Dayang
3. however, Dayang may need to offer GO once it cross the 33.0% holding
4. Tabung Haji is also a shareholders of Dayang with 7.0% stake.
5. Dayang done 80mil share placement last year. What do you think it is for?

So rumor has it, Tabung Haji will be able to divest its stake in Perdana before May 2015, higher than its average purchase price. The acquirer (Dayang) may have to purchase anything between 1.6-1.8x of Perdana's book. Bear in mind, Perdana has the youngest fleet and its the only company in the region with huge fleet of AWB. So you roughly know where the share price is heading for Perdana or how it should be valued.

Secondly, the purchase price may be part cash and part share swap or fully cash depending on the negotiation between the acquirer and Tabung Haji. Don't forget, Dayang has done a placement of 80 million share late last year in preparation for this, so they have a lot of cash for this purpose.

Good luck.

Posted by The One > 2015-02-18 12:34 | Report Abuse

• congrats.. upward trend :)

Posted by jayawin > 2015-02-22 15:37 | Report Abuse

90% of borrowing, or RM 520 million (as at 30.9.14) is in USD currency. USD: MYR rate increase around 15% during sept'14-dec'14. Thus perdana will made forex unrealise loss about RM 50-60 in 4th quarter for 2014. Somemore cash balance of RM 28 m is insufficient to cover Short term borrowing of RM 147 m. Finally, I think perdana coukd propose right issue soon to solve the problem. Better run before too late.

Posted by mpower > 2015-02-22 16:56 | Report Abuse

difficult to decide mililia and jayawin each has good points

Posted by The One > 2015-02-23 13:08 | Report Abuse

Jayawin's comment was similiar to those comments on Skpetro when its price was hovering close towards 2.00 a few weeks ago..

Posted by howard498 > 2015-02-23 15:09 | Report Abuse

Jawawin, so now you think your are smarter than those MayBank researchers huh?? they recommended a buy call on Perdana with a TP of RM 1.80 whereas you recommended a run call.

Posted by mililia > 2015-02-23 15:54 | Report Abuse

In fact, Jayawin's opinion is as such that the company will not extend or refinance the short-term loan. No right business, is not aware of their debt maturity. That is one. You must be thinking CFO of Perdana Petroleum is not aware.

Secondly, it must be silly for the company to recognized RM50-60mil loss in one quarter due to forex losses. Jayawin has to read up on how a company recognized unrealized gain/loss on foreign borrowing. Not to forget, they quoted their charter rate in USD also... so are you saying only cost will balloon up due to higher USD but not the revenue?

Thirdly, to propose private issue sounds very intelligent but for every corporate exercise, it needs shareholders approval. And one of the major shareholders are Tabung Haji.. Do you think while Tabung Haji is looking to exit will still approve the exercise and inject money into Perdana? Not to mentioned, Dayang who looks to acquire Tabung Haji, will waste it resources to pump in money to Perdana and let go of its opportunity to acquire Tabung Haji's block?

Isn't it easier to re-finance the debt?

Hmmm.....

Posted by The One > 2015-02-23 16:20 | Report Abuse

Noticed Jayawin gave negative comments everywhere else and many of the counters on the uptrend already..

Posted by chewysoon82 > 2015-02-23 19:06 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1882361

Posted by The One > 2015-02-23 19:57 | Report Abuse

Revenue and profit for 2014 increased more than 25% and 42% respectively compared to the previous year.. while NTA increased by 15%. Not bad..

Posted by The One > 2015-02-23 20:19 | Report Abuse

EPS also increased almost 40%..

http://www.klse.my/financial/quarterResult/YoY/annualResultUnaudited/7108/31-Dec-2014.jsp

Posted by newbiehere > 2015-02-23 20:28 | Report Abuse

Can enter tomorrow?

Posted by sayakamiyuki > 2015-02-23 20:32 | Report Abuse

Good stock. Will enter tomorrow morning at 1.19. Buy buy buy

Posted by chewysoon82 > 2015-02-23 20:56 | Report Abuse

hope that the oil price dropping now wont affect sentiment

Posted by derrtan > 2015-02-23 22:24 | Report Abuse

Is this a good result? 4th Quarter profit dropped a lot

Posted by sayakamiyuki > 2015-02-23 23:16 | Report Abuse

Buy. Tp 1.40, no need worry, hahaha

Posted by The One > 2015-02-24 00:28 | Report Abuse

Derrtan.. it depends whether you look at just a quarter or the whole financial year. Its current price is only about half of what it used to hover a year ago and quite a low P/E..

Posted by w00761klt > 2015-02-24 02:03 | Report Abuse

威廉·莎士比亚 "to be or not to be" YOU MUST ALWAYS PUSH THE LIMITS, BECAUSE IF YOU NEVER FAIL, YOU WILL NEVER SUCCEED.not i say oh i just copy from somewhere, i pass my uni also copy, copy other brain, heh heh just to release tension, no heart feeling ah.