$MISC (3816.MY)$ I like to pickup shares that is undervalued. One particular stock that has come under my value crosshair is MISC Bhd. Their venture into offshore FPSO business is bearing fruits and it is a major money earner. Current closing price for MISC, Friday 25th Oct today is 7.46/unit. Excellent!
One of the FPSO vessel for the Mero-3 project is provided by MISC Berhad. MISC has been contracted by Petrobras to supply the floatin...
One of the FPSO vessel for the Mero-3 project is provided by MISC Berhad. MISC has been contracted by Petrobras to supply the floatin...
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$INARI (0166.MY)$ How does the propose Budget 2025 will benefit Inari?
The country’s largest outsourced semiconductor assembly and test (OSAT) player with a market capitalisation of about RM10 billion, Inari is also the largest semiconductor-related firm listed on Bursa Malaysia. On average, the Penang-based group purchases RM500 million worth of equipment from local players every year, creating what some call the “Inari waterfall effect”.
RM3.10 was the price at which Inari had placed...
The country’s largest outsourced semiconductor assembly and test (OSAT) player with a market capitalisation of about RM10 billion, Inari is also the largest semiconductor-related firm listed on Bursa Malaysia. On average, the Penang-based group purchases RM500 million worth of equipment from local players every year, creating what some call the “Inari waterfall effect”.
RM3.10 was the price at which Inari had placed...
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$DIALOG (7277.MY)$ In 2024, DIALOG Group Berhad has secured several significant contracts from PETRONAS. These include:
1. Engineering, Procurement, Construction, and Commissioning (EPCC) contracts for various upstream and downstream projects.
2. Integrated Hook-Up and Commissioning (HUC) contracts, which are crucial for the maintenance and enhancement of offshore facilities1.
3. Transportation and Installation (T&I)contracts for offshore structures1. ...
1. Engineering, Procurement, Construction, and Commissioning (EPCC) contracts for various upstream and downstream projects.
2. Integrated Hook-Up and Commissioning (HUC) contracts, which are crucial for the maintenance and enhancement of offshore facilities1.
3. Transportation and Installation (T&I)contracts for offshore structures1. ...
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$VELESTO (5243.MY)$ With the recent sell off of Bursa lets look at Velesto.
According to BIMB Securities
“Velesto posted a decent 1Q24 core earnings of RM46.8mn mainly driven by rising average daily charter rate (DCR). The DCR rose 8% QoQ to USD107k/day on the back of the new rate approved by Petronas for NAGA 2, NAGA 3, NAGA 4 and NAGA 6 jack-up rigs effective February 2024. Meanwhile, the revised dayrate for NAGA 8 that is working for Carigali Hess has commenced in...
According to BIMB Securities
“Velesto posted a decent 1Q24 core earnings of RM46.8mn mainly driven by rising average daily charter rate (DCR). The DCR rose 8% QoQ to USD107k/day on the back of the new rate approved by Petronas for NAGA 2, NAGA 3, NAGA 4 and NAGA 6 jack-up rigs effective February 2024. Meanwhile, the revised dayrate for NAGA 8 that is working for Carigali Hess has commenced in...
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$PETDAG (5681.MY)$ How come Petdag end this week in green while other heavyweight close in red. please discuss
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$PETDAG (5681.MY)$ Somehow Petronas dagangan is still seen as a good value at current trading price. Those who have bought on the dip below RM17, can rest easy knowing there is still value holding Petdag shares. Will it go up back to RM20? That will be awesome right!
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$PCHEM (5183.MY)$ I am just going to state here Petchem IPO price was RM5.04 back in 2010. Highest price was RM11.08 on 5th May 2022 and the lowest price was RM4.00 on 19th March 2020. Just stating some facts to put some context on the current price as of closing today at RM5.98. May you profit from this info somehow![]()
. If you reckon it can go lower than IPO price, high probability is there based on historical price action!
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$KLCC (5235SS.MY)$ Have you guys seen what KLCC is building next to the mosque at the park? Another mall extension which will connect to the main Suria KLCC mall. it is a sure goldmine for KLCC i reckon. This will expand their lettable rental per sqft income once it is completed. Who wouldn’t want to set up shop next to Petronas Twin Tower? It will add another more millions and millions of rental revenue later on! current price is not reflecting the potential of this future cash cow.
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$PETDAG (5681.MY)$ All i see everywhere their fuel stations always packed to the brim on a daily basis. It has become a multi convenient store with fuel pumps instead of a fuel station. Their first station in TTDI are packed like mad.
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$Intel (INTC.US)$ target price $35 by tmrw
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Value Hunter OP StockTrooper : MISC Berhad currently operates 12 Floating Production, Storage, and Offloading (FPSO) vessels. The jackpot is Mero-3 FPSO. The FPSO is engineered for a 30-year operational lifespan without the need for dry docking, according to MISC Berhad. MISC build it and lease it to Petrobas to operate.The best part that was not highlighted before, it is forecast 60% of the world future FPSO contracts will originate from Brazil and Suriname.
Value Hunter OP : There are approximately 220 FPSO vessels currently in operation, on order, or available worldwide. The forecast for FPSO contracts between 2021 and 2025 indicates that Brazil and Guyana/Suriname will account for more than 60% of the FPSO contracts awarded during this period. MISC has a proven track record to deliver a very large FPSO for an international company like Petrobras. The opportunity for future wins are there.
Value Hunter OP 102324582 : Usually instituition players invest and sell based on their logic. For them possibly their average cost is nearer to the IPO price of RM1.00 when it was first listed back in 1992. EPF as to date hold 11% which is approx 507million units. Their share trading logic is not like us retail investors that is for sure. Only recently 23rd oct they just acquired approx 180k units of MISC shares. So who knows why EPF still want to acquire MISC shares. Maybe they like the Mero 3 contract too.