Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed
23 Pages « < 10 11 12 13 14 > » Bottom

Outline · [ Standard ] · Linear+

 Traders Kopitiam! V6

views
     
gark
post Dec 17 2014, 10:09 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Boon3 @ Dec 17 2014, 09:10 AM)
tadaaaaaa....... laugh.gif
tongue.gif
*
mad.gif vmad.gif mad.gif ^&%^&$%&$^&^& mad.gif vmad.gif mad.gif

cry.gif

Havent finish collecting yet...
gark
post Dec 17 2014, 10:10 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Boon3 @ Dec 17 2014, 09:54 AM)
I believe at this moment, with the velocity of the recent sell down....
a bounce is to be expected (ie something like today) .....
so what I would like to see is...
stocks managing to hold on to whatever gains they can muster today....
this would help 'reduce' the chances of being suckered into a false bounce........
yes... I would like to see some stability in the trading first......

on the other hand....
if I am scalping for a quick bounce profit.......
I would have been IN already.....

in short... it all depends on your game... smile.gif
*
Hoping its a dead cat bounce. ... icon_rolleyes.gif

Not gonna enter this sucker. laugh.gif
gark
post Dec 17 2014, 10:21 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Boon3 @ Dec 17 2014, 10:19 AM)
laugh.gif

like this also chicken run away?
*
We will see.... how the stock goes, i betcha its a dead cat bounce. tongue.gif

i queue at 2.05 lol for 2 days straight.. keep hitting the figure but my order was not filled. laugh.gif
gark
post Dec 17 2014, 10:31 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(V-Zero @ Dec 17 2014, 10:28 AM)
so kiamsiap.
2.05 > 2.06 only 0.5%  tongue.gif

meanwhile I became hero since few weeks back.  rclxub.gif
*
I got history of being kiamsiap... laugh.gif

ANd chicken run... tongue.gif

This post has been edited by gark: Dec 17 2014, 10:32 AM
gark
post Dec 17 2014, 10:33 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Boon3 @ Dec 17 2014, 10:27 AM)
If scalping for a quick profit....
one could have entered at 2.15/2.16 .....  whistling.gif

easy peasy profit now.......

kaching!

tongue.gif
*
Someone made money already ah...... whistling.gif

Quick trading not my style mah.. cant really do it.. sweat.gif
gark
post Dec 18 2014, 11:21 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Boon3 @ Dec 18 2014, 09:31 AM)
ps: see ... you don't need to chase the bottom to make money. tongue.gif

and it's not difficult.

tongue.gif
*
Hmm....

Now the market is boring.. yawn.gif

Inari can buy..? uptrend.. rolleyes.gif
gark
post Dec 18 2014, 11:26 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Boon3 @ Dec 18 2014, 08:49 AM)
The first few lines...
What does it say out loud for you?
Company wants in the JUG and the drilling rigs business!!! (ie OnG sector!)
And when the BOSS says out loud with statements like 'I (still) have a big dreams.......'....
I for one (I could be wrong tongue.gif) would be damn cautious ESPECIALLY when the market fundamentals (fundamentals of the oil market) turns....


*
In this low priced oil environment, the first to idle will be drilling rigs as they are for exploration not production.

Production projects will likely continue even as oil prices is very low, as they are sunk costs, so they will need the cashflow to keep the company afloat. The majority of cost per barrel is exploration and capex required to build production. The actual production cost once everything is in place is very cheap ~ $10 only.

In cash crunch time exploration will always be the first to be idled as it can always be deferred to better times to maintain cashflow. Next to go down will be capex for NEW production, which will be the MOPU, OSV and FPSO's.

The assets already in production, will be last to go idle as these are money earning assets unless the company close shop. tongue.gif

So... production > capex > exploration

This post has been edited by gark: Dec 18 2014, 11:34 AM
gark
post Dec 18 2014, 11:42 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(river.sand @ Dec 18 2014, 11:38 AM)
SKPETRO's services are in these 3 segments:
1. offshore construction & subsea services
2. drilling & energy services
3. fabrication, hook-up & commissioning

So mostly related to production & capex?  hmm.gif
*
Basically SkPet is in all 3 subsectors, exploration, capex & production (with PSC)...like 3 in 1 coffee lol

laugh.gif

QUOTE
SapuraKencana  provides  integrated  upstream  services and  is  involved  in  exploration  and  production  (E&P).  It  has  four  main units:  fabrication,  hook-up  and  commissioning  (HuC)  with  125k  million tonnes  per  annum  (MTPA)  capacity,  offshore  construction  and  subsea services (OCSS) (fleet has six pipelaying vessels for Petrobras), drilling (17  active  tender  and  semi-tender  rigs)  and  energy/E&P  (production-sharing blocks, a marginal field and a brownfield development). 


This post has been edited by gark: Dec 18 2014, 11:44 AM
gark
post Dec 18 2014, 12:59 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Boon3 @ Dec 18 2014, 12:28 PM)
laugh.gif

This is why I know that you know far more better than me in this sector.

Inari?

Good trading stock eh? tongue.gif
*
Emm 2 days ago queue ... also cannot get. sad.gif

Another chikin run. tongue.gif
gark
post Dec 18 2014, 01:11 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
These analyst.. really need to whack backside. laugh.gif laugh.gif

QUOTE
17/12/2014 TP 2.20 HOLD CALL - RHB-OSK

10/12/2014 TP 4.02 BUY CALL- RHB-OSK
Less than one week TP can drop from 4.02 to 2.20 and buy call to hold call.... maybe in a week or two become sell call or buy call again?

These kind analyst will put a lot of people into early grave.. laugh.gif laugh.gif laugh.gif

Everything all they suka -suka say one .. PE can swing from PE 9x to PE 18x... whistling.gif

QUOTE
Assuming Brent crude at USD40/bbl, a 25% cut in rig day rates and cancellation of pipelay contracts from Brazil, will derive a  MYR1.99  TP  (implied 9x  P/E).  A  scenario  of  a  sustained  uptrend  of Brent crude to USD90-100/bbl and recovery in orderbook replenishment activities could boost our TP to MYR4.02 (implied 18x P/E).


This post has been edited by gark: Dec 18 2014, 01:17 PM
gark
post Dec 18 2014, 01:13 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Boon3 @ Dec 18 2014, 01:06 PM)
Whack high when they start to run.......  laugh.gif
*
Too late liao..

» Click to show Spoiler - click again to hide... «

gark
post Dec 20 2014, 10:39 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
yawn.gif boring markets...

Ok laa, Maybank did good yesterday.. rclxms.gif

tongue.gif
gark
post Dec 22 2014, 10:28 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(prophetjul @ Dec 20 2014, 01:53 PM)
Suddenly everyone is gung ho again forgetting oil is still at $56........
*
RHB did a stress test on Skpet when oil is at $40, and it came out with a value of RM 1.99 per share, that sort of put the floor on these stocks. tongue.gif

If they are correct. laugh.gif laugh.gif laugh.gif
gark
post Dec 22 2014, 10:29 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Dec 22 2014, 09:40 AM)
Wow

Window dressing indeed

I think I gonna start the new year with zero paper loss counters in my portfolio biggrin.gif
*
Tiger bank approaching RM 9 .. nee naw nee naw.. laugh.gif
gark
post Dec 22 2014, 10:30 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Dec 22 2014, 09:14 AM)
Pagi pagi Homer sudah rally doh.gif
*
Cheh!.. +0.005 also call rally ah? tongue.gif
gark
post Dec 22 2014, 10:36 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Dec 22 2014, 10:31 AM)
Tadi went to 82.5 sen nia tongue.gif
*
I bot some more last week add to portfolio.. brows.gif

This post has been edited by gark: Dec 22 2014, 10:36 AM
gark
post Dec 22 2014, 10:41 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Dec 22 2014, 10:37 AM)
Last week...means below 80 sen thumbup.gif
*
Ada look at packaging industry ah? Same fundy as wood business...

Low raw material price (due to low oil price), export business... brows.gif

Do some analysis recommend us all. laugh.gif

Boon3 also can .... tongue.gif
gark
post Dec 22 2014, 10:43 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Boon3 @ Dec 22 2014, 10:41 AM)
blink.gif

Sure you want meh???

Lousy stock.... cannot go up 1.00.

tongue.gif
laugh.gif  laugh.gif
*
Fundamentals.. is still very de good what?

Stock price dont tell the whole story.. I have been holding this counter since 6X sen.. tongue.gif tongue.gif tongue.gif
gark
post Dec 22 2014, 10:52 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Boon3 @ Dec 22 2014, 10:48 AM)
ya ya ya.... good fundamentals... but ....lousy stock.

tongue.gif
laugh.gif  laugh.gif
*tekan minyak to cabut fast fast or else cannot kejar Mr.S.

*
I holding a lot of lousy stocks with good fundamentals.. laugh.gif laugh.gif

Homer - good cashflow, $ exposure
Ins*s - good sum of parts value, good gowth in subsidiary
Hw*ng - Net cash > stock price shocking.gif
MB*B - Takeover offer at 2.82.. fgood growth tongue.gif

Only problems is the stocks above share price all die one.. laugh.gif laugh.gif laugh.gif

This post has been edited by gark: Dec 22 2014, 10:55 AM
gark
post Dec 22 2014, 11:08 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Dec 22 2014, 10:45 AM)
Daibochi...stock price well supported. But revenue growth muted and margins reducing over past few years.

Scientex...hybrid stock...property development contribute a large % of its earnings. I dunno anal property rclxub.gif

Thong Guan...top line growth 4-5% only, PBT margin very puny at only 4%+

Who else? sweat.gif

If die die pick one...I'd go for Big Ball (Daibo) blush.gif
*
Tguan looks quite delicious.. low PE, high cash, expansion coming in 2016 BUT.. yen which is main export revenue is falling. hmm.gif

This post has been edited by gark: Dec 22 2014, 11:08 AM

23 Pages « < 10 11 12 13 14 > » Top
Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.0485sec    0.43    7 queries    GZIP Disabled
Time is now: 7th December 2025 - 09:25 AM