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 STOCK MARKET DISCUSSION V125, stimulus, no stimulus, stimulus...

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KVReninem
post Sep 24 2012, 03:20 PM

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oo yeah, agree with cherroy with the yet to be tested ground.

btwm guys, why TM falling?


Added on September 24, 2012, 3:21 pm
QUOTE(ham_revilo @ Sep 24 2012, 06:17 PM)
its a globalize world now. you only need one of the powerhouse kena, they rest will be affected one way or another.

imo, china have been booming so fast that a slight pullback will cause a small recession. or perhaps a soft or hard landing. 

anyhow, its just my cheap cent smile.gif
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soft hard landing only will know as we past it...

question how long will it take to "stabilized" situation at macro level

This post has been edited by KVReninem: Sep 24 2012, 03:21 PM
KVReninem
post Sep 30 2012, 09:10 PM

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QUOTE(mopster @ Sep 28 2012, 09:34 PM)
so... summary of what i find interesting are:
~personal income tax reduced by 1%
~RPGT revision
~O&G Tax Exempt for 10 years!!!! <3 <3 drool.gif   skpetro, dialog, petronas, woohoo...

Added on
dunno where they gonna find money to replace the loss in revenue.. with deficit and debt/gdp aside..
like US liao.. tax cuts here and there.. later got fiscal cliff...
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rmbr...petronas just did huge acquisition on Canada Oil & Gas firm...

short of cash? hmm.gif local O&G having a need to fix up.


Added on September 30, 2012, 9:13 pm
QUOTE(StupidGuyPlayComp @ Sep 28 2012, 09:48 PM)
sweat.gif it useless for many forumers here............shit


Added on September 28, 2012, 6:51 pm vmad.gif The most stupid is the

the govn use our money to fund those low income teenager buy iphone, such a unnecessary items, wtf
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yeah, agree on this. instead teaching them to feed themself, govt are giving them goodies. shocking.gif

This post has been edited by KVReninem: Sep 30 2012, 09:13 PM
KVReninem
post Sep 30 2012, 11:26 PM

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QUOTE(mopster @ Oct 1 2012, 01:30 AM)
that acquisition costs about CAD1.1B or about RM3.5B (if u r referring to Progress Energy)
petronas 1 quarter earnings already at RM15B.. i think it shouldnt have a big impact on petronas...
--
Furthermore, Gas from Progress Energy will be exported to Asia.. From there i guess that petronas will likely utilize the storage terminals @ Johor/Melaka/etc...
so.. it's a long term investment plan..

Added on
phew... lucky Dialog's name is not mentioned here... sweat.gif

Protest begins against Petronas’ RM60b Pengerang project
http://www.themalaysianinsider.com/malaysi...gerang-project/

http://thestar.com.my/news/story.asp?file=...5347&sec=nation

susah la...
the locals need to see that soon properties prices will go up...
more shops, hotels, houses, hostels will be built..
then can even upgrade from fisherman to small businessman...
look at kerteh, bintulu.. O&G towns..
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that johor project is a joke mopster.. investigate further, you will see there is crack even before the project is up physically...
icon_idea.gif

i dun wan to exhibit more info for later OSA come find me, but yeah, do search up in the credit line....another iskandar like project icon_idea.gif

long run feasibility also cant even compete with the singapore LNG/OCT. Not being negative, but is a cock-upnomic project...

rmbr the outcry of petronas & giving govt dividend ?

if you read the fine line,why govt this time giving O&G tax free for entrepeneur? why not since last time?

O&G still the big pie of malaysia economy, & bcos more money going there due to its lucrative or right price now...that is why more money is pumped in there..in search for the last drop of oil in deep sea & marginal fields..(aka means, malaysia is running out of options- doom failure as ETP/GTP cant kick in fast as they thought it would,its more like orgasm)

but in reality, the O&G field will soon face a more serious correction, top to bottom & with malaysia flip flop with its skills need in that industry, only few are good ones...

on dialog case, they are not involved heavily on malaya field, they are anchors of sabah/sarawak field..like one of the goods one..

you sure dun want that fcker scomi engineering on boat right? whistling.gif

This post has been edited by KVReninem: Sep 30 2012, 11:39 PM
KVReninem
post Oct 1 2012, 12:43 AM

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QUOTE(mopster @ Oct 1 2012, 03:22 AM)
ahh... tyvm biggrin.gif  notworthy.gif  notworthy.gif
will definitely investigate further...

From my reading:
Petronas will award 2 more RSC by end of this year, Tembikai and Cenang..
many parties are bidding for it.. Skpetro, Dialog, Daya, Scammy, Alam...
i pray hard the last 3 are not getting it... at least Skpetro has come "credibility"

Dialog also eyeing brownfield redevelopment @ bayan..

yah u r right.. quite sad... they are actually reveloping all the used fields to squeeze every last drop of oil... laugh.gif
guess they need to start moving to deepwater fields if really wanna increase production..  hmm.gif

also, the budget 10 years tax.exemption seem to benefit downstream players more.. after reading from thestar paper..
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Daya= dayang? I dont think dayang that bad...if its bad, some management inside is the pokershit

watch petra... skpetro = careful with politico related deals.

hibiscus petro might also benefits..

you know the term fools gold rush? = consider looking it as fools black gold rush malaysia version.

n downstream, okay.. what they want to do?

more petrochemical? more oil station?

The downstream oil sector is a term commonly used to refer to the selling and distribution of natural gas and products derived from crude oil. Such products include liquified petroleum gas (LPG), gasoline or petrol, jet fuel, diesel oil, other fuel oils, asphalt and petroleum coke.
The downstream sector includes petroleum product distribution, retail outlets and natural gas distribution companies. The downstream industry touches consumers through thousands of products such as gasoline or petrol, diesel, jet fuel, heating oil, asphalt, lubricants, synthetic rubber, plastics, fertilizers, antifreeze, pesticides, pharmaceuticals, natural gas, and propane. <wikipedia>

you think abt it yeah, what malaysia not yet develop at downstream? to be exact, nothing..all pretty much done.

who need more petroleum stuffs? when our down stream edi reach optimum point?

except for gas distribution..

This post has been edited by KVReninem: Oct 1 2012, 12:46 AM
KVReninem
post Oct 5 2012, 09:23 PM

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what happen to kassets holder now? :s
KVReninem
post Oct 5 2012, 10:34 PM

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so im on sinking ship?

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