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  Mabel Wah so nice to see many familiar names here... Today I'm getting bored. Too much Goyang kaki since last week waiting for my next collection. So I decided to visit Dialog and Yinson Battleships. Despite the gloom and doom in the O&G sector, Dialog Group Bhd stands out as one of the potential winners due to its storage capacity. Due to the oversupply situation of crude oil currently in the market, storage has become a crucial part of the value chain. Additionally, large vessel players such as BUMI ARMADA BHD and Yinson Holdings Bhd are expected to benefit due to the increase in crude oil storage. Miss Syura reckoned that most of these floating production, storage and offloading vessel players have already locked in long-term contracts. Based on this information, I decided collect Dialog and Yinson as my latest collections. Dialog and Yinson completed my end to end O&G Supply Chain. My Armada Fleet of 18 Battleships are now ready to face this War on Terror. This Armada will be supported with Jet Fighters from Air Asia and Air Asia X. Dialog’s prime land in Pengerang, operating track record, financial strength and management acumen are enablers for capitalizing on the demand for storage terminals in Asia. Developing its Phase 3 capacity should spur its mid-term growth and franchise value, as the operator of a strategic hub akin to Rotterdam. Its ability to declare constant dividends, at 40% DPR stands out among peers. Optimising its Phase 3 project alone would elevate our SOTP-based TP by 64% to MYR5.90. Here is the snapshot of Pengerang deep-water terminals. Bumi Armada and Yinson are the Top 5 FPSO operator in the world by fleet size. Operating presence in Asia, Africa and Europe. FPSO’s contracts are bankable, providing steady visibility (long-term charters, termination protection) with reasonable project IRRs. My dream is to merge these two companies and create the Biggest FPSO Operator in the World. Bumi Armada and Yinson FPSOs tender pipeline are strong. Winning jobs is a catalyst. Malaysian players are expected to benefit from a pick-up in FPSO activity between 2018 to 2021. When I was small, I love watching Dallas with Daddy. Now I feel like part of the Erwing Family.. https://www.youtube.com/watch?v=8sKX3tWaOew The Erwing also loves big ranches and automation. That’s why I also love the Plantation and Technology Stocks. Today I also collected KL Kepong Plantation as my latest addition in my Plantation sectors. Our mission is to feed more than 3 billion people in more than 200 countries. Latest news is India will be buying back our Palm Oil.. Meow Meow Meow 06/05/2020 11:43 PM  tkl88 Wow, Fantastic ! Oil price continue to spike up ! As at 7.10pm, Nymex at=> $26.01 (+2.02) (+8.42 %) Brent at => $31.37 (+1.65) (+5.55 %) Huat ah ! Heng ah ! Ong ah ! 07/05/2020 7:19 PM tkl88 U.S. oil prices jump more than 8% as Saudi Arabia lifts prices, China crude imports climb By Mark DeCambre Published: May 7, 2020 9:14 am ET https://www.google.com.my/amp/s/www.marketwatch.com/amp/story/guid/28455BBE-901F-11EA-9208-AF2E6FA5B5BC Brent oil price, the international benchmark, rises around 6% Crude oil futures climbed sharply on Thursday, at least partly supported by Saudi Arabia’s decision to lift prices to help stabilize values, while China’s appetite for the commodity picked up in April compared with prior months. Saudi Arabia, the most influential member of the Organization of Petroleum Exporting Countries, is raising crude prices for its customers world-wide, according to Bloomberg TV. Meanwhile, China’s imports rose to 10.42 million barrels a day in April from 9.68 million in March, according to Reuters data. Overall imports for the world’s second-largest economy and the biggest oil importer were down 14.2% from the year-ago period. However, exports from the country grew an unexpected 3.5% from the previous year. That data combined with hope of a slowdown in production by global oil producers and a gradual revival of economies around the globe after restrictions due to the COVID-19 pandemic are lifted are expected to eventually lift crude prices. “Oil is ruining up on hopes on rebounding demand,” wrote Peter Cardillo, chief market economist at Spartan Capital Securities in a daily research note. West Texas Intermediate crude for June delivery CL CLM20+9.38% on the New York Mercantile Exchange, rose $2, or 8.3%, to $25.99 a barrel, after settling 2.4% lower on Wednesday, which snapped a five-session streak of gains. Global benchmark July Brent crude UK:BRNN20+5.99% picked up $1.54, or 5.2%, at $31.26 a barrel on ICE Futures Europe, following a 4% decline in the prior session. The EIA reported Wednesday that U.S. crude inventories rose 4.6 million barrels for the week ended May 1. The data, which excludes changes in the SPR, marked a 15th consecutive weekly rise, but was smaller than the average increase of 7.1 million barrels forecast by analysts polled by S&P Global Platts. Investors are also digesting the U.S. weekly jobless claims data Thursday which showed more than 3 million Americans lost employment, adding to the already 30 million figure that has been racked up over the past six weeks. Some signs of easing tensions between China and the U.S. may also be providing a lift to crude prices, as Bloomberg News reported on Thursday that U.S. trade negotiator Robert Lightihizer and his counterpart Liu He are scheduled to have a call to discuss progress on a phase-one trade deal between the countries that had looked in jeopardy of being quashed by President Donald Trump. 07/05/2020 10:01 PM tkl88 Wow, Amazing ! Oil price continue to spike up ! As at 5.22pm, Nymex at => $24.39 (+0.84) (+3.57 percent) Brent at => $29.99 (+0.53) (+1.80 percent) Huat ah ! Heng ah ! Ong ah ! 08/05/2020 5:26 PM Huat huat 2020 EPF keep acquire ... right now Top 6 largest holding. From 13% to 17.49 %! Learn from EPF buy low sell high 08/05/2020 7:54 PM tkl88 Wow, Fantastic ! Oil price continue to spike up to sky high! Nymex closed at => $24.62 (+1.07) (+4.54 percent) Brent closed at => $30.88 (+1.42) (+4.82 percent) Huat ah ! Heng ah ! Ong ah ! 09/05/2020 8:33 AM Huat huat 2020 Such an undervalue GEM. IB top pick... Maybank give TP 7.2 Kenanga 8.8 I give rm 10 09/05/2020 2:12 PM tkl88 Walaoeh, Oil price going to be super bullish from now onwards ! 一个月前卖不动，如今国际原油或将供应短缺！怎么回事？ https://www.baidu.com/#iact=wiseindex%2Ftabs%2Fnews%2Factivity%2Fnewsdetail%3D%257B%2522linkData%2522%253A%257B%2522name%2522%253A%2522iframe%252Fmib-iframe%2522%252C%2522id%2522%253A%2522feed%2522%252C%2522index%2522%253A0%252C%2522url%2522%253A%2522https%253A%252F%252Fmbd.baidu.com%252Fnewspage%252Fdata%252Flandingpage%253Fs_type%253Dnews%2526dsp%253Dwise%2526context%253D%25257B%252522nid%252522%25253A%252522news_9699743094647660452%252522%25257D%2526pageType%253D1%2526n_type%253D1%2526p_from%253D-1%2526innerIframe%253D1%2522%252C%2522isThird%2522%253Afalse%252C%2522title%2522%253Anull%257D%257D 金十数据 05-08 20:44百家榜创作者，金十数据官方帐号，优质财经领域作者 4月中旬，纽约油价惊现负值，让无数人陷入“投资扣光本金还要倒贴钱”的尴尬境地。我们刚刚被科普出现“负油价”的原因是，国际油市供应过剩。然而，不到一个月时间，有分析师就却指出，有迹象显示，国际原油市场可能很快就要从供应过剩，转为供应短缺。这到底是怎么一回事呢？ 首先，我们可以从与国际原油市场关系最为密切的油轮收益情况中了解到当前乃至未来原油的供应情况。据国际航运新闻网最新报道，波罗的海国际航运公会（BIMCO）首席航运分析师指出，2020年第一季度，是近十年来大型油轮收益最高的季度之一。这主要是由于一季度油价暴跌，市场比较倾向于囤积原油，待价而沽，可囤油的油轮租金及运价就应声上涨。 据国际航运新闻网（International Shipping News）5月7日消息，近几周，全球原油油轮收益呈大幅下降趋势。短短九天内（4月22日-5月4日），从中东湾到美国湾的超大型油轮的收益就从16.24万美元/天，大跌至3.62万美元/天，降幅近八成。反证可得，这一信号可能意味着国际油市已经逐渐倾向于将原油取出使用，供应也很可能也将不再过剩。 此外，随着欧佩克（OPEC）的减产协议5月开始生效，国际油市逐渐从期货溢价（远期期货价格高于近期期货）向现货溢价（现货价格高于期货价格）转变。而国际原油市场的现货溢价鼓励投资者将石油从库存中取出使用。 此外，中国、美国等多个国家开始复工，也消耗库存原油，进一步提振了国际原油需求。据Market Watch最新公布的报告显示，近几天，由于美国能源部门连续两天抽走汽油库存，美国汽油需求在四周内又创新高。 而中国复工步伐的稳步推进，也将进一步推高原油需求。目前，中国炼化厂的生产已经恢复了70%的产能。而据美国能源情报集团（Energy Intelligence）预测，二季度，中国的能源需求将环比增长100万桶/日，增幅约为10%。 09/05/2020 4:35 PM tkl88 Walaoeh, Oil price going to be super bullish from now onwards ! 一个月前卖不动，如今国际原油或将供应短缺！怎么回事？ https://www.baidu.com/#iact=wiseindex%2Ftabs%2Fnews%2Factivity%2Fnewsdetail%3D%257B%2522linkData%2522%253A%257B%2522name%2522%253A%2522iframe%252Fmib-iframe%2522%252C%2522id%2522%253A%2522feed%2522%252C%2522index%2522%253A0%252C%2522url%2522%253A%2522https%253A%252F%252Fmbd.baidu.com%252Fnewspage%252Fdata%252Flandingpage%253Fs_type%253Dnews%2526dsp%253Dwise%2526context%253D%25257B%252522nid%252522%25253A%252522news_9699743094647660452%252522%25257D%2526pageType%253D1%2526n_type%253D1%2526p_from%253D-1%2526innerIframe%253D1%2522%252C%2522isThird%2522%253Afalse%252C%2522title%2522%253Anull%257D%257D 金十数据 05-08 20:44百家榜创作者，金十数据官方帐号，优质财经领域作者 4月中旬，纽约油价惊现负值，让无数人陷入“投资扣光本金还要倒贴钱”的尴尬境地。我们刚刚被科普出现“负油价”的原因是，国际油市供应过剩。然而，不到一个月时间，有分析师就却指出，有迹象显示，国际原油市场可能很快就要从供应过剩，转为供应短缺。这到底是怎么一回事呢？ 首先，我们可以从与国际原油市场关系最为密切的油轮收益情况中了解到当前乃至未来原油的供应情况。据国际航运新闻网最新报道，波罗的海国际航运公会（BIMCO）首席航运分析师指出，2020年第一季度，是近十年来大型油轮收益最高的季度之一。这主要是由于一季度油价暴跌，市场比较倾向于囤积原油，待价而沽，可囤油的油轮租金及运价就应声上涨。 据国际航运新闻网（International Shipping News）5月7日消息，近几周，全球原油油轮收益呈大幅下降趋势。短短九天内（4月22日-5月4日），从中东湾到美国湾的超大型油轮的收益就从16.24万美元/天，大跌至3.62万美元/天，降幅近八成。反证可得，这一信号可能意味着国际油市已经逐渐倾向于将原油取出使用，供应也很可能也将不再过剩。 此外，随着欧佩克（OPEC）的减产协议5月开始生效，国际油市逐渐从期货溢价（远期期货价格高于近期期货）向现货溢价（现货价格高于期货价格）转变。而国际原油市场的现货溢价鼓励投资者将石油从库存中取出使用。 此外，中国、美国等多个国家开始复工，也消耗库存原油，进一步提振了国际原油需求。据Market Watch最新公布的报告显示，近几天，由于美国能源部门连续两天抽走汽油库存，美国汽油需求在四周内又创新高。 而中国复工步伐的稳步推进，也将进一步推高原油需求。目前，中国炼化厂的生产已经恢复了70%的产能。而据美国能源情报集团（Energy Intelligence）预测，二季度，中国的能源需求将环比增长100万桶/日，增幅约为10%。 09/05/2020 4:42 PM tkl88 Wow, Fantastic ! Oil price continue to spike up ! As at 5.30pm, Nymex at => $24.88 (+0.74) (+3.07 %) Brent at => $30.07 (+0.44) (+1.48 %) Huat ah ! Heng ah ! Ong ah ! 12/05/2020 5:33 PM tkl88 Wow, Amazing ! Oil price continue to spike up to sky high ! As at 12.38am, Nymex at => $25.82 (+1.68) (+6.96 percent) Brent at => $30.21 (+0.58) (+1.96 percent) Huat ah ! Heng ah ! Ong ah ! 13/05/2020 12:48 AM tkl88 Wow, today KLSE damn hot man ! Now KLSE at => 1,399.21 (+19.28) (+1.40%) ! Hari Raya bull run ? Especially today you can see all the glove stocks spike up crazily ! Huat ah ! Heng ah ! Ong ah ! 13/05/2020 4:27 PM tkl88 Wow, Fantastic ! Oil price was superb damn hot man ! As at 2.47 am, Nymex at => $27.46 (+2.17) (+8.58 %) Brent at => $31.10 (+1.91) (+6.54 %) Huat ah ! Heng ah ! Ong ah ! 15/05/2020 2:59 AM tkl88 Wow, Fantastic ! Oil price continues it’s bull run man ! Nymex closed at => $29.71 (+2.15) (+7.80 %) Brent closed at => $32.84 (+1.71) (+5.49 %) Like that next week share price for all stocks especially O & G stocks in KLSE will be spike up to sky high already ! Huat ah ! Heng ah ! Ong ah ! 16/05/2020 9:45 AM  Philip ( buy what you understand) https://klse.i3investor.com/blogs/phillipinvesting/2020-05-17-story-h1507085013-Sharing_investment_journey_of_Ian_Yoong_HNW_private_equity_investor_and.jsp 17/05/2020 3:01 PM stockraider I thought sohai Philip also hold more than 50% in oil & gas industry loh.....!! Serba, Yinson and Pchem all in oil & gas industry loh...!! Pls don bad mouth others when u r the same mah...!! Posted by Philip ( buy what you understand) > May 17, 2020 2:57 PM | Report Abuse Before I forget, or if you didn't listen to the interview, the stocks that Ian Yoong is currently holding right now are O&G stocks and small cap businesses in malaysia. KAB is also one of his holdings. 17/05/2020 3:04 PM Longleng this sohai bot @tkl88 is spamming shit in the whole page the Oil will go up... must be someone who dumped all life-savings into O&G.... good luck, prepare sleep roadside when oil turns to negative again. 17/05/2020 4:49 PM pfsurewin since last week already spamming the whole O&G forum same like the ARBB guys ...like whole i3 people dont know..lolx...relax la... the whole i3 people knows how to korek information on their counters 17/05/2020 5:01 PM tkl88 Wow, Amazing ! What happend? Damn hot man Yinson today ! Now Yinson already traded at 5.35 (+0.10) (+1.9 %) Today probably can closed at 5.80 (+0.55) (+10.5 %) Keep it up Yinson ! Huat ah ! Heng ah ! Ong ah ! 18/05/2020 10:03 AM tkl88 Wow, Fantastic ! Oil price continues to spike up to sky high man ! As at 6.30pm, Nymex at => $31.56 (+2.04) (+6.91 %) Brent at => $34.30 (+1.80) (+5.54 %) 18/05/2020 6:38 PM Mabel Meow stockraider ! I always adore smart man... Bumi Armada and Yinson FPSOs tender pipeline are strong. Winning jobs is a catalyst. Malaysian players are expected to benefit from a pick-up in FPSO activity between 2018 to 2021. Bumi Armada and Yinson are the Top 5 FPSO operator in the world by fleet size. Operating presence in Asia, Africa and Europe. FPSO’s contracts are bankable, providing steady visibility (long-term charters, termination protection) with reasonable project IRRs. My wish list is to merge these two companies and create the Biggest FPSO Operator in the World. Just think about it...It's really nice to be part of their success stories and along the way, if we can make money, that will be lovely... Right now, we are in the best time, Trade if you need, sell if you must and for those who has the holding power by all mean keep it...it's a question how much you want to take home at the end of the day that really matters. All these are really nice problem...very positive. The worst thing that can happen is to miss the boat, This kind of opportunities do come periodically. If you miss this cycle, you have to wait for the next cycle. tkl88 keep it coming...I always love receiving your updates on oil price developments. It helps to decide on our next course of action. All the best ! Meow... 18/05/2020 11:31 PM tkl88 Wow, Amazing ! What happend? Damn hot man Yinson today ! Now Yinson already traded at 5.47 (+0.08) (+1.5 %) Today probably can closed at 6.00 (+0.61) (+11.3 %) Keep it up Yinson ! Huat ah ! Heng ah ! Ong ah ! 19/05/2020 9:42 AM Philip ( buy what you understand) I now have a telegram account! my daughter has just set it up for me and its proving to be very useful. Lets chat more there if you are interested, without the insults, backbiting, spam and random talk. Just rational investing. Lets discuss more and chat more on yinson if interested. >>>>>>>>>> https://klse.i3investor.com/servlets/pfs/120720.jsp#tabs_group2 21/05/2020 9:52 AM Mabel Minggu ini Bursa cukup cantik Banyak sahabat sahabat riang gembira Cuma masih terkilan Yinson belum naik Saya yakin dia akan naik lepas raya.. Selamat Hari Raya Semua! Meow Meow Meow 22/05/2020 11:54 PM Philip ( buy what you understand) My thoughts on gloves. https://klse.i3investor.com/blogs/Mentalmodels/2020-05-24-story-h1507829976-How_to_sell_Gloves_Stocks_or_buy_what_comes_out_in_newspapers_2_years_f.jsp 24/05/2020 2:41 PM shernlee current PE is way to high...However, the business model is ok, I will still monitor this counter and waiting to enter with much lower price.. My advice is don’t simply be a “long term investor” for companies which have no signals to turn better in short time, cut loss and move your capital to a company with better prospects will always surprise you. Good luck guys. 28/05/2020 9:55 PM Philip ( buy what you understand) Ok Shernlee, you too. I've been holding YINSON since 2013, so I think I will still follow this stock up up up. 30/05/2020 10:49 PM Philip ( buy what you understand) FYI, the reason why the PE is high is because they will be deploying 2 new FPSO soon with daily charter service rates not fixed by oil price per barrel. Long term earning contracts and profits. 30/05/2020 10:52 PM Philip ( buy what you understand) My thoughts on growth companies. https://klse.i3investor.com/blogs/philip3/2020-06-03-story-h1507956707... 03/06/2020 12:15 AM tkl88 Wow, oil price spike up crazily ! As at 9.41am, Nymex=> $38.81 (+1.40) (+3.74%) Brent => $41.77 (+1.78) (+4.45%) 05/06/2020 10:03 PM tkl88 Walaoeh, Amazing, Dow Jones was superb bullish ! Dow Jones closed at=> 27,110.98 (+829.16) (+3.15%) Next week all stocks in KLSE especially O & G stocks will be spike up till sky high ! Huat ah ! Heng ah ! Ong ah ! 06/06/2020 7:38 AM Philip ( buy what you understand) If I could tell the future I would be at the Baccarat tables. Not investing with risk. >>>>>>> escanor999 @Phillip how much do you expect Yinson to go up to 08/06/2020 12:27 PM 09/06/2020 7:09 PM  | |
