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 STOCK MARKET DISCUSSION V148, Shale Oil! Bear or bull?

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SKY 1809
post Feb 25 2015, 02:29 PM

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kuluuluk,


HHG got show

SKY 1809
post Feb 25 2015, 02:48 PM

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QUOTE(hiyyl @ Feb 25 2015, 02:36 PM)
cash out liao  biggrin.gif
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0128......u ada ? biggrin.gif
SKY 1809
post Feb 25 2015, 03:05 PM

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QUOTE(andrekua2 @ Feb 25 2015, 02:57 PM)
Really?
I thought they were going into O&G?

Someone I knew had horde few thousands lots ranging from 12-16c.
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Frontken Corporation Berhad provides surface metamorphosis and mechanical engineering services.

The company offers industrial equipment services consisting of upgrade and maintenance services on stationary/rotating equipment and its components.

It also provides various specialized engineering services, such as thermal spray coating, cold build up coating, plating and conversion coating, specialized welding, etc.

In addition, the company provides surface treatment and precision cleaning for the thin film transistor-liquid crystal display and semiconductor industries.

It serves oil and gas, petrochemical, power generation, semiconductor, aerospace, marine, electronics manufacturing, steel, cement, wood processing, etc.

It operates in Malaysia, Singapore, the Philippines, Taiwan, China, and Indonesia.

Note : The emergence of new major shareholder (Dr Jorg Helmut Hohnloser) 28.82%.. from Germany helped cleaned up and turned the company around.

This post has been edited by SKY 1809: Feb 25 2015, 03:10 PM
SKY 1809
post Feb 25 2015, 03:21 PM

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QUOTE(hiyyl @ Feb 25 2015, 03:12 PM)
takde. need to study a bit on it 1st b4 buying hmm.gif
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Do not wait for too long like hitting 30sen..then only u want to jump in biggrin.gif

Anyway..I am not forcing u to buy either...got potentials..just share share only........

This post has been edited by SKY 1809: Feb 25 2015, 03:22 PM
SKY 1809
post Feb 25 2015, 04:24 PM

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QUOTE(kuluuluk @ Feb 25 2015, 04:15 PM)
someone did something fun... buy q at 0.180 qty of 1888  laugh.gif
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Chance for me to sapu more ..... yawn.gif
SKY 1809
post Feb 25 2015, 04:53 PM

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QUOTE(GloryKnight @ Feb 25 2015, 04:34 PM)
i lupa bagi frontkn tipsy but dgsb tipsy was much better, so i chose to give dgsb tipsy.

dgsb up back 0.135sen. fly more bah~
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Good calls ..Captain Glory thumbup.gif
SKY 1809
post Feb 26 2015, 09:58 AM

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QUOTE(djhenry91 @ Feb 26 2015, 09:37 AM)
yesterday frontkn i q buy 18sen for fun mana tau filled.
my other client keep say buy and keep MRCB warrant for long term
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U regret now biggrin.gif
SKY 1809
post Feb 26 2015, 11:00 AM

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QUOTE(djhenry91 @ Feb 26 2015, 10:06 AM)
u mean frontkn ka?
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Ya........just for your eyes only

The following chinese description of Taiwanese subsidiary jobs details. Anyway TSMC is a client of 0128 indirectly :-

在半導體廠中,台積電(TSMC)乃是該公司最大客戶,以往營收占比約在15%,今年因為28奈米高階產能挹注,台積電占業務比重將躍升至30%。
隨全球半導體景氣復甦,加上客戶陸續削減小型洗淨廠訂單、轉單集中到大型洗淨廠,订单已滿載爆量, 員工只能天天加班,(台積電)產能衝這麼快,他們只能一直加班追趕。
台積電不斷開發先進製程,目前是全球極少數能夠持續採購新製程設備的半導體廠,設備廠為了搶生意,供貨速度跟著加快。
半導體廠、面板廠,乃至於太陽能光電廠需定期洗淨機器設備,因為這些設備在Etching(蝕刻)、CVD(化學氣相沉積,Chemical Vapor Deposition)、Diffusion (高溫擴散)等生產過程中,會附著不同的金屬(Metal)、多晶體(Poly)或氧化物(Oxide) 在表面上,經過一段時間,又會剝落(Peeling)進而形成微粒(Particle),如果不清除,將會影響產品的良率與品質。所以,必須在相關設備的微粒揚升前,就得拆下洗淨,洗淨過程包括用化學藥劑酸洗、鹼洗,或是做物理性的噴砂、研磨,將設備表面沾染的鍍層清除,洗淨後再以熔射或噴砂等加工程序,增加設備表面的粗度,以延長使用壽命。
因此設備洗淨廠除了提供清洗服務,還要負責改良部件品質。雖然洗淨費用占設備支出的比重很小, 但不論是半導體或是面板廠設備都相當昂貴,如果洗淨過程不完整會馬上影響產能及良率,因此半導體大廠不會隨便把訂單交給沒有經驗的小廠。設備洗淨廠接單前,均需得到客戶的認證。
靠著與台積電等大廠長期的合作經驗,以及累積改良部件的研發能力,加上客戶不斷研發高階製程,展望今年第1季的狀況及新接訂單看,今年應會比去年成長2∼3 成,預估下半年產能會被塞爆,幫台積電清洗設備,未来2年可賺1個股本。

This post has been edited by SKY 1809: Feb 26 2015, 11:02 AM
SKY 1809
post Feb 26 2015, 11:04 AM

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Updates :Frontken control 57.79% of Ares Green Technology Corp (Semiconductor industrial 榮眾科 技,3414) /
TSMC is the world largest wafer manufacturer.TSMC is one of Fronktn Taiwan subsidiary major clients to provide the wafer foundry maintenance services and this is unknown by our market.
Taiwan semi industry is booming. TSMC beats Samsung to secure IPhone 6 A8 chips entire production. As a result, the entire value chain has benefited from the spillover effects.Now TSMC is competing the next generation of Iphone 6S A9 chips contract.
SKY 1809
post Feb 26 2015, 11:09 AM

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QUOTE(djhenry91 @ Feb 26 2015, 11:06 AM)
i see TSMC leh..i got read before about tht company..
for me i buy and keep 1st..i got 2 client keep continue buy untill now..lol
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Either u see stones or diamonds ......all up to u ... biggrin.gif
SKY 1809
post Feb 26 2015, 11:18 AM

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QUOTE(djhenry91 @ Feb 26 2015, 11:16 AM)
i see diamond inside stone la..
after tht i duno la.. tongue.gif
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I thought U see the futures well...... hmm.gif
SKY 1809
post Feb 28 2015, 09:47 AM

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Attention : 0128 shareholders ......

0128 reported 92% jump in profit in last Q ..Y to Y basis...sales for Q is up 100% on Y to Y basis...

Whole year profit 2014 is 28m vs 5m of previous year.......5X jump...

U would notice this co ( 0128) is able to generate very good cashflow n free cashflow to its balance sheet...having a very good prospect ahead

Good future prospects ahead..........can keep for mid term........

Note : purely my analysis....and final judgment is yours.........

This post has been edited by SKY 1809: Feb 28 2015, 11:26 AM
SKY 1809
post Feb 28 2015, 05:41 PM

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QUOTE(nexona88 @ Feb 28 2015, 03:49 PM)
really appreciate your analysis  rclxms.gif  notworthy.gif
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It could be a mini Inari at the moment.....and growing into something big later.. biggrin.gif

Just keep our fingers cross......and hope that The German major shareholder works hard for us.....

BTW sales are almost " half " of Inari...judging from the last Q... yawn.gif

This post has been edited by SKY 1809: Feb 28 2015, 05:59 PM
SKY 1809
post Mar 4 2015, 02:41 PM

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QUOTE(infernoaswen @ Mar 4 2015, 10:45 AM)
frontkn today at 0.175, anyone buying more?  brows.gif
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Ya.......I collected more this morning..

Special Offer period until warrants expired next Tuesday.......
SKY 1809
post Mar 4 2015, 03:43 PM

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UFO spotted in stock market ...UFO - Undervalued Flying Object ...hah hah ...Frontkn ..lazy Wednesday morning for me ..excuse the writing style ...ala CPTEH... Frontkn ....displaying a cup and saucer pattern ... ONE of the most reliable chart pattern ... now forming the handle ??...and consolidating between 17c to 19c ...if market is okay, the flying saucer should blast off some time in future !

http://ongmali.blogspot.com/2015/03/frontk...ucer-stock.html

This post has been edited by SKY 1809: Mar 4 2015, 03:43 PM
SKY 1809
post Mar 4 2015, 06:01 PM

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QUOTE(hiyyl @ Mar 4 2015, 05:44 PM)
"The FBM KLCI rose sharply at the 11th hour for a 4.29 point or 0.24% gain after volatile trade ahead of Bank Negara Malaysia's monetary policy statement tomorrow.

The KLCI closed at 1,825.54 points, shored by rises in YTL Corp Bhd ( Financial Dashboard), SapuraKencana Petroleum Bhd ( Financial Dashboard) and PPB Group Bhd ( Financial Dashboard) shares.

The ringgit weakened against world currencies ahead of Bank Negara's decision regarding the overnight policy rate tomorrow.

At 4.54pm, ringgit was traded at 3.6460 per US dollar. Compared to the Singapore dollar, the ringgit was traded at 2.6707.

Across Bursa Malaysia, decliners outnumbered gainers 473 to 345, while 308 counters were unchanged. Some 2.12 billion shares worth RM2.16 billion changed hands."

Source
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With 4 pts up..rose sharply ..I like ... biggrin.gif
SKY 1809
post Mar 4 2015, 06:22 PM

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QUOTE(AVFAN @ Mar 4 2015, 06:10 PM)
so, 40 points = rose like hell. laugh.gif
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Rose extreme sharply.... biggrin.gif
SKY 1809
post Mar 5 2015, 09:26 AM

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QUOTE(djhenry91 @ Mar 5 2015, 12:05 AM)
my tp ar..21-22sen like tht..
80% at 21sen rest 22 sen if can la
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Could be more than 22sen ...since fair price is 30sen NTA is 24sen..

Good Tech stock normally trades higher than nta in mid term....

Their Tech commands a better Goodwill so to speak...with 3 copy rights in Taiwan ..

Anyway CI is mildly down with 16 pts........

This post has been edited by SKY 1809: Mar 5 2015, 09:28 AM
SKY 1809
post Mar 5 2015, 09:50 AM

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QUOTE(cherroy @ Mar 5 2015, 09:49 AM)
What happened on SKPetro? big volume sell off.
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Vice Chairman resigns..lor

This post has been edited by SKY 1809: Mar 5 2015, 09:52 AM
SKY 1809
post Mar 5 2015, 09:53 AM

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QUOTE(cherroy @ Mar 5 2015, 09:52 AM)
Huh?

Months ago Armada CEO suddenly resign, now SKPetro?

What's cooking in o&g stocks?
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Ambank CEO also resigned hmm.gif

Mostly for political reasons... hmm.gif

This post has been edited by SKY 1809: Mar 5 2015, 09:54 AM

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