cheh!

so you want a hug or a kiss?

Unkerrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrr  

Eh, u beli TNB at how much lately? Below 11?

Ada unker sarpork TNB, I pun boleh simpan with peace of mind

your christmas wish ah?
Yeah.... sure it can go up......
one day....
problem is .... dunno when only.
see... this is why I always say don't rush to chase a falling stock.
usd is still my friend......... 

Yup....but me and the fella friend so long.


Wood stuff still looks good....
See how 'strong' USD....

Rubber stuff also good what....

Some more.....errrr....got some more what....

You should have asked straight away,..........
There is this old flame.....
Turning back good profits after a slump....
Only problem is ....dunno how to play the stock...

Then got this one....
Does a lot of business in Euro....
Euro also can consider friend......
But then......also dunno how to play.....

where got hard to play.....

who say hard?
let's see....
err.... kayu stock... lol....
err.... take hevea.....don't want talk Homer la.... LOL....
how would you rate this stock?

why so pessimistic?

you think USD can so fast die against RM?

you think RM can get strong back?
anway, yeah... those multi multi bagger tends to look 'already fly high high'........................

O&G? Thought you are only holding SAKP?

Been talking to a FPSO captain. O&G demand is low and the production keep going.. so.. storage increase.. probably still need long time to recover..

btw, palm oil storage also increasing..

Unker, TNB moving upward liao

today still red day...big cap like TNB not red consider good liao

I got say I got meh?

Err... USD?
let me say this...
that currency is way over rated....
LOL!
come on....
their economy is still a pile of shit...
so why is their currency so strong?



anyway, I reckon we (or the whole world) is still paying for the sins of US sub prime crimes....
all the helicopter money spun out from the low interest rates have left the US Fed in an extremely difficult situation....
hold the rates.... susah...
increase rates... lagi susah....

anyway the point for me...is not how much longer it can last....
( I might be wrong ) but it's just that I feel the ringgit could weaken much, much further.....   

which is why I feel the USD strength AGAINST the ringgit could continue..........................
now for Hevea...
I see a lot of strong points....
the main one stems from it's 2 core products...
the partical boards and RTA

the RTA business strengthened just like other companies like Homer etc etc...
the particle boards business had been poor the past couple of years...

but as mentioned in the posting  post #531..
a massive turnaround happened for the particle boards business...
just like evergreen fibreboard (though not exactly the same as it's fibreboard and not particle borad)  and also Mieco Chipboard....
the business is booming (can google about the comeback in US housing market and the booming particle board business) ....

so in a sense...
there's 2 area of massive profit growth for Hevea...

which is why the current first half fiscal year profits have almost doubled.... (30 million vs 15.7 million)
it's like 2 in one...
booming furniture business + booming particle board business....

and with the 'strength' in the USD....
profits should even increase further.....

it's like a natural/'safe' hedge against the weak ringgit...

and of course there's other positives...

lol....

shit I am sounding like a snake oil salesman selling first class ticket to Holland....

Ini abang give tipsy again......

For point 2, I think you can refer to the profits from the HDD players..

The profits from next few quarters should be leng chai....


Maybe gark can help. 

It is true that the rig count is down. But the oil production still stay put and demand still do not increase much. Now people keep storing oils (1-2 mil barrels per day).. In addition, we need the oil companies die FASTER so that the industry reshuffle, global demand pick up significantly / disaster affect significant production before oil price have significant move.

Otherwise, oil price still need to wait.. I believe USD 60 for WTI should be the cap in a few years. When the oil price go back to USD 60, shale oil operators will start again. Furthermore, shale oil manage to cut production cost to 40-50USD.

Just my 0.0001 cent thought

I don't even bother to average down on my O&G stocks now. But in a few blue chips during the correction. Making some good profit now

Year end window dressing coming too

it's not a suggestion ....

just a sharing of opinions....
something which is lacking nowadays in this thread....

Short answer - if u are not a full/part-time trader relying on your investments profits to finance your (current) life...u DON'T NEED realised profits as a measure of the success of your investments.

Community service again...

Don't feed the troll Devil's Advocate

I went to check Dufu... tadak leng chai. JCY ada handsome but mainly because of USD. After reading JCY report I still skeptical about HDD related industries:

Detailed Analysis for current quarter and cumulative period
The Group recorded a revenue of RM479.8 million for the reporting quarter and RM1,476.4 million for
the cumulative period of the first 9 months of current financial year, representing an increment of 6.0%
and 5.1% respectively compared to previous year's corresponding periods. These were due mainly to
the better average exchange rate of USD against Ringgit Malaysia in the reporting quarter, amid at a
lower sales volume.
The Group recorded a net profit after tax of RM32.6 million for the reporting quarter and RM133.9
million for the cumulative period of the first 9 months of current financial year, compared to net profit
after tax of RM25.0 million and RM93.4 million respectively in the previous year's corresponding
periods, the improvement on profit after tax was due mainly to the higher revenue as described above,
improved operational efficiency in the reporting periods and exchange gain resulted from translating
financial assets and liabilities for the cumulative period.

The outlook for Total Addressable Market (“TAM”) for HDD is challenging, despite the recent
launching of Windows 10, a major rebound in PC demand in the near future is unlikely.
The demand in enterprise class HDDs is affected by the poor global economic environment with
financial uncertainties in Europe and the slowdown in China. The demand for HDD is also
adversely affected by the strong U.S. Dollar. However, the weakening of Ringgit Malaysia
against U.S. Dollar has a positive effect on our revenue.
JCY will continue to leverage its competitive strengths so as to intensify its efforts on improving
its operational efficiency