I also got no target to buy anything yet...

Maybe wait after CNY...

Tiger bank looks ripe for picking already... maybe wait for a while more..

Good sentiments due to 1MDB loan will be paid by AK..

This post has been edited by gark: Feb 10 2015, 01:46 PM

Another bomb going to fall soon.. so far LNG is not so affected by the crude oil price drop..



So how can we profit with lower LNG price which is coming soon?

Plastics? LNG Based petrochemicals? Fertilizer? Power plant using NG? Others?

This post has been edited by gark: Feb 10 2015, 01:53 PM

Wonder what happens IF pek moh suddenly mati katak..

After all he is already 3/4 foot into the grave ..

This post has been edited by gark: Feb 11 2015, 10:03 AM

Well run because...

CMS have monopoly on cement.. Sarawak Govt use cabotage to raise import prices and dont allow building of cement plant... so they have upper hand in properties. Given monopoly on road repair for 15 years by Sarawak Govt..All state projects also given to CMSB..

Dayang have political links to ensure majority of OnG works in bintulu/miri area is given to them or Sarawak Govt cease the exploration license and make shell/murphy oil squirm...

Ta Ann, SOP & Sarawak Plant and others evict the orang asli, acquire land for a song (less than RM 100 per hectare).. jungle land license given/issued for free by Sarawak Govt for those connected..then convert to plantation land.

Sanyan Group, Ta Ann, WTK also controlled by the family.. Cheap/FOC timber concessions given by Sarawak Govt, also evict orang asli..

With all those FOC things and monopoly.. I think if a monkey run the company also can be well run..

This post has been edited by gark: Feb 11 2015, 10:22 AM

His son bussiness is not so dependent on cronyism.. like SKPet >70% revenue is out of Malaysia and non Petronas related...

At least he is wise to get Petronas for a lifting hand (for initial success), and then venture out themselves.

Pek Moh business is still very very dependent on a friendly Sarawak Government..

Playing warrant?

What happen to safe and sure dividend investor pinky?

Already back to genting style investing ah?

Homer back in play..

Abolish cabotage .. not going to happen.

All OnG vessel is also subject to cabotage policy... and who owns most of these vessels?

Why do you think MY OnG vessels are 20-30% more expensive than outside the country? And why OnG margins are so fat..

Any ocean going vessel, which load/discharge goods and services FROM AND TO any Malaysian Ports will required to be a Malaysian Individual/Company owned vessel and registered under Malaysian Flag.

Basically non-malaysian owned AND registered ships cannot transport goods and services between Malaysian Ports.

Why do you think price of Peninsular manufactured goods in Sabah and Sarawak is so expensive..

It is cheaper to send 1 container from Port Klang to HK than send to Kuching...

This post has been edited by gark: Feb 11 2015, 01:48 PM

Part and parcel of investing lah.. where can everyday green one.

You got buy?

Tarak dengar news kah.. cure for AIDs sudah dapat..

Hehehe.. give people some hope lar.. before valentine day..

Pet Dag.. is expected, they will need to write off their high priced inventory.. But if the opposite happens, they will write back in and have double profit.

Ah lat.. Hevea... all these woods stocks, makes us feel like we pick the wrong 'ayam' to bet on...

Hopefully homer can do better next Q..

This post has been edited by gark: Feb 13 2015, 10:06 AM

Hope is what sustain the share market..

Stop playing with your spiders.. apa tipsy for post CNY rally?

Ah boons summary is sell all stocks before CNY, enjoy your holidays and then come back after CNY to re-pick your portfolio..

better ask for viet contacts.. available for valentine..

But.. but... Petdag flew today wor..



lambethwalk .. last active 2nd January..

This post has been edited by gark: Feb 13 2015, 11:13 AM

But price increase HIGHER than dividend declared wor...

I think investors expect the worst is over.. cause they have written down the inventory.

Icon is OSV heavy.. not a good time for these works

Barakah is EPCC and pipelaying plus maintenance works.. not too favorable also..

But if ask to die die have to pick one of the two.. i would choose Barakah..

But I am not interested in either one.. my OnG holdings is very heavy already..

This post has been edited by gark: Feb 13 2015, 12:17 PM