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 STOCK MARKET DISCUSSION V150

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wayton
post Jan 8 2021, 03:58 PM

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Short squeeze? biggrin.gif
Duckies
post Jan 8 2021, 03:58 PM

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QUOTE(cofin @ Jan 8 2021, 03:55 PM)
we only got one listed upstream ....hibiscus .....others mostly middlestream

Petronas also upstream but not listed

First would benefit upstream as oil got price then petronas only can issue contract to middlestream .....then they only slowly benefit from it
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QUOTE(Syie9^_^ @ Jan 8 2021, 03:57 PM)
Edited my comment. Refer above.

Dialog - IPG in Johor and then Hengyuan both r at refining line..

Looking at it, somehow still need to transport goods, etc. If oil price lower, more people drive. etc. then can help profit earning. But now seem like reversing again.

Pass(swipe left), like how I see cute guy. Can date or not. blush.gif
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Ah okay. Good info. I am looking into Petronm and Hengyuan but not sure if now is a good time to get into it.

Boon3
post Jan 8 2021, 03:58 PM

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QUOTE(nauticat99 @ Jan 8 2021, 03:56 PM)
Ok now I know I should address you as Boon kor smile.gif
Well I did ask you whether you got buy Smax or TG the other day. Still cannot entice you to join our campkah?  nod.gif
I thought your strength in chart reading will give you an added advantage in such momentum play.
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laugh.gif

Enjoy the run la.... just remember when to lock in your profits ya. biggrin.gif
theberry
post Jan 8 2021, 03:58 PM

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QUOTE(Vanguard 2015 @ Jan 8 2021, 03:21 PM)
Cut loss HengYuan and Pohuat.  sweat.gif

Re-entered Kossan and Harta. Entered Comfort.

Lai, lai, glove stocks.

In my portfolio now:

Supermax +16.51%.
Top Glove +12.38%.
Carlsberg -2.17%.
Heim -3.96%.
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Daddy huat huat lar
misaka
post Jan 8 2021, 03:59 PM

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Unker van today how brows.gif
Syie9^_^
post Jan 8 2021, 03:59 PM

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QUOTE(Rinth @ Jan 8 2021, 05:24 PM)
RM 7 spx incoming...... crazy
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wake me up when its RM12 Ok blush.gif
Taikor.Taikun
post Jan 8 2021, 03:59 PM

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QUOTE(HereToLearn @ Jan 8 2021, 03:55 PM)
Confirm dive, recovery stocks all confirm dive,

They question is whether is it ripe to short the index again
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I just reached home n got this news from agents. Too late, too late now! All red! I wanted to sell Hengyuan this few days, now stucked. But my gloves all rise
qsrt1616
post Jan 8 2021, 04:00 PM

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LETS FUCKING GOOOOOO TOLD YALL TO LOAD UP ON GLOVES YESTERDAY RIDE THE WAVE
Syie9^_^
post Jan 8 2021, 04:00 PM

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QUOTE(Duckies @ Jan 8 2021, 05:28 PM)
Ah okay. Good info. I am looking into Petronm and Hengyuan but not sure if now is a good time to get into it.
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Not sure dont buy. Buy only when you have certainty. Else you follow another sohai like

https://forum.lowyat.net/topic/5084370
ry8128
post Jan 8 2021, 04:01 PM

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Sold off those spmax i bought 5.xx using my reserve war chest. And will withdraw out back the amount, standby to use for next cheap sales. Happy, so fast already can see return smile.gif
cranx
post Jan 8 2021, 04:01 PM

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QUOTE(Boon3 @ Jan 8 2021, 03:58 PM)
laugh.gif

Enjoy the run la.... just remember when to lock in your profits ya. biggrin.gif
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from TA perspective, today looks like a trend reversal?
Syie9^_^
post Jan 8 2021, 04:02 PM

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QUOTE(Duckies @ Jan 8 2021, 05:28 PM)
Ah okay. Good info. I am looking into Petronm and Hengyuan but not sure if now is a good time to get into it.
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Anyway, study the overall industry before dipping in.


prophetjul
post Jan 8 2021, 04:02 PM

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QUOTE(cofin @ Jan 8 2021, 03:55 PM)
we only got one listed upstream ....hibiscus .....others mostly middlestream

Petronas also upstream but not listed

First would benefit upstream as oil got price then petronas only can issue contract to middlestream .....then they only slowly benefit from it
*
Sapura Energy- Rojak has also Upstream. Koyak stock with one of the highest paid CEO in KLSE! laugh.gif
Duckies
post Jan 8 2021, 04:02 PM

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QUOTE(Syie9^_^ @ Jan 8 2021, 04:02 PM)
Anyway, study the overall industry before dipping in.
*
All right. Thanks for the info!
Taikor.Taikun
post Jan 8 2021, 04:02 PM

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QUOTE(Sir Talks Alot @ Jan 8 2021, 03:59 PM)
klse green oledi.... gloves push it up?
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Gloves rocket boosters all firing up!

user posted image
AVFAN
post Jan 8 2021, 04:03 PM

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QUOTE(ry8128 @ Jan 8 2021, 04:01 PM)
Sold off those spmax i bought 5.xx using my reserve war chest. And will withdraw out back the amount, standby to use for next cheap sales. Happy, so fast already can see return  smile.gif
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so fast?

those must be from Mon... 4 days ago! thumbup.gif
qsrt1616
post Jan 8 2021, 04:04 PM

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THE NUMBER OF DOUBTERS YESTERDAY. I KNEW IT. Inverse the bears gloves pump LETS GOOOO HOLY SMOKE CHINESE NEW YEAR CAME EARLY FOR ME. I PUT ALL MY PORTFOLIO IN SUPERMAX
ben3003
post Jan 8 2021, 04:04 PM

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QUOTE(Duckies @ Jan 8 2021, 03:47 PM)
Eh need to be 70USD/bbl only gain? I thought only 50USD/bbl?  hmm.gif
I know Hibiscus, Valesto and Petronm is upstream as in korek oil. Hengyuan is doing refinery right? Consider upstream also?

Dayang I think is doing ship maintenance which is middlestream.

So upstream benefits first from increase of oil price?
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actually is alot more complicated. In upstream we have Operator which is oil producing company like Hibiscus, Petronas, shell etc. Then we have service company is like Velesto those, velesto doesnt producing oil, they provide korek oil service. Then we have Dayang, Serba dinamik, petra etc which provide maintenance, vessel leasing services. Also upstream we have EPCIC contractor doing fabrication of topsides and FPSO like MMHE which is under MISC.

then we have midstream, which is providing oil storage, processing or transportation service. Dialog is the more prominent midstream company but they also have upstream and downstream i think? Probably bumi armada also falls under here which FPSO can be considered part of midstream.

Downstream is more to refinery, we have like Petronas also in downstream business because they have refinery, shell malaysia only sell gasoline refined by Hengyuan, but shell also in downstream business like SMDS and lubricant. Hengyuan and Petron is same both pure downstream.

I believe upstream is favorable when oil price go up. Midstream up down also untung. Downstream when oil price drop they should be happy because lower cost. correct me if im wrong.
Boon3
post Jan 8 2021, 04:05 PM

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QUOTE(cranx @ Jan 8 2021, 04:01 PM)
from TA perspective, today looks like a trend reversal?
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Well.... as of currently ... it broke out of it's trend line rather convincingly ... as witnessed by the strong price/volume surge.

at such rate... it's very possible that it could recover back some lost real estate...




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qsrt1616
post Jan 8 2021, 04:05 PM

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RM1 increase. LETS GOOOOO

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