QUOTE(Boon3 @ Dec 17 2014, 09:10 AM)
Havent finish collecting yet...
Traders Kopitiam! V6
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Dec 17 2014, 10:09 AM
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#221
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Dec 17 2014, 10:10 AM
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#222
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QUOTE(Boon3 @ Dec 17 2014, 09:54 AM) I believe at this moment, with the velocity of the recent sell down.... Hoping its a dead cat bounce. ... 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... Not gonna enter this sucker. |
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Dec 17 2014, 10:21 AM
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#223
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Dec 17 2014, 10:31 AM
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#224
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Dec 17 2014, 10:33 AM
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#225
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Dec 18 2014, 11:21 AM
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#226
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Dec 18 2014, 11:26 AM
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#227
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QUOTE(Boon3 @ Dec 18 2014, 08:49 AM) The first few lines... In this low priced oil environment, the first to idle will be drilling rigs as they are for exploration not production.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 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. So... production > capex > exploration This post has been edited by gark: Dec 18 2014, 11:34 AM |
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Dec 18 2014, 11:42 AM
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#228
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QUOTE(river.sand @ Dec 18 2014, 11:38 AM) SKPETRO's services are in these 3 segments: Basically SkPet is in all 3 subsectors, exploration, capex & production (with PSC)...like 3 in 1 coffee lol1. offshore construction & subsea services 2. drilling & energy services 3. fabrication, hook-up & commissioning So mostly related to production & capex? 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 |
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Dec 18 2014, 12:59 PM
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#229
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Dec 18 2014, 01:11 PM
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#230
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These analyst.. really need to whack backside.
QUOTE 17/12/2014 TP 2.20 HOLD 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?10/12/2014 TP 4.02 BUY CALL- RHB-OSK These kind analyst will put a lot of people into early grave.. Everything all they suka -suka say one .. PE can swing from PE 9x to PE 18x... 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 |
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Dec 18 2014, 01:13 PM
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#231
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Dec 20 2014, 10:39 AM
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#232
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Ok laa, Maybank did good yesterday.. |
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Dec 22 2014, 10:28 AM
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#233
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Dec 22 2014, 10:29 AM
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#234
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Dec 22 2014, 10:30 AM
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#235
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Dec 22 2014, 10:36 AM
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#236
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Dec 22 2014, 10:41 AM
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#237
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Dec 22 2014, 10:43 AM
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#238
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Dec 22 2014, 10:52 AM
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#239
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QUOTE(Boon3 @ Dec 22 2014, 10:48 AM) ya ya ya.... good fundamentals... but ....lousy stock. I holding a lot of lousy stocks with good fundamentals.. *tekan minyak to cabut fast fast or else cannot kejar Mr.S. Homer - good cashflow, $ exposure Ins*s - good sum of parts value, good gowth in subsidiary Hw*ng - Net cash > stock price MB*B - Takeover offer at 2.82.. fgood growth Only problems is the stocks above share price all die one.. This post has been edited by gark: Dec 22 2014, 10:55 AM |
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Dec 22 2014, 11:08 AM
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#240
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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. Tguan looks quite delicious.. low PE, high cash, expansion coming in 2016 BUT.. yen which is main export revenue is falling. Scientex...hybrid stock...property development contribute a large % of its earnings. I dunno anal property Thong Guan...top line growth 4-5% only, PBT margin very puny at only 4%+ Who else? If die die pick one...I'd go for Big Ball (Daibo) This post has been edited by gark: Dec 22 2014, 11:08 AM |
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