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#Which oil & gas stocks in Malaysia will benefit?
According to The Edge report, insiders share that PETRONAS will distribute RM8 - 10 billion worth of MCM contracts over a 5-year period. It is expected to have 15 - 16 packages, with 6 listed companies expected to secure contracts.
On October 30th, DELEUM has already secured 2 oil & gas MCM contracts, who will be awarded contracts next?
$DELEUM (5132.MY)$
$DAYANG (5141.MY)$
$PENERGY (5133.MY)$
$T7GLOBAL (7228.MY)$
$CARIMIN (5257.MY)$
According to The Edge report, insiders share that PETRONAS will distribute RM8 - 10 billion worth of MCM contracts over a 5-year period. It is expected to have 15 - 16 packages, with 6 listed companies expected to secure contracts.
On October 30th, DELEUM has already secured 2 oil & gas MCM contracts, who will be awarded contracts next?
$DELEUM (5132.MY)$
$DAYANG (5141.MY)$
$PENERGY (5133.MY)$
$T7GLOBAL (7228.MY)$
$CARIMIN (5257.MY)$
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Petros to allocate RM40 billion for capital expenditure over the next five years.
There were previous reports that PETRONAS would be distributing contracts worth RM70-90 billion, and companies awarded these contracts will have $T7GLOBAL (7228.MY)$ $DELEUM (5132.MY)$ $DAYANG (5141.MY)$ $PENERGY (5133.MY)$ $SAPNRG (5218.MY)$ $CARIMIN (5257.MY)$
DELEUM has already been the first to receive two contracts awarded by the national oil company on October 30th, and it is believed that other oil & gas companies will also gradually receive them. Although the margins for the MCM contracts are not high, they are expected to provide consistent income to these oil & gas companies.
PETROS's headquarters are in Sarawak, and there is a high probability that future CAPEX will be awarded to companies in Sarawak. The main oil & gas companies from Sarawak are DAYANG and PENERGY. $KKB (9466.MY)$ There may also be indirect benefits.
To gain a better understanding of the development in Sarawak, everyone can watch the following video for more information.
There were previous reports that PETRONAS would be distributing contracts worth RM70-90 billion, and companies awarded these contracts will have $T7GLOBAL (7228.MY)$ $DELEUM (5132.MY)$ $DAYANG (5141.MY)$ $PENERGY (5133.MY)$ $SAPNRG (5218.MY)$ $CARIMIN (5257.MY)$
DELEUM has already been the first to receive two contracts awarded by the national oil company on October 30th, and it is believed that other oil & gas companies will also gradually receive them. Although the margins for the MCM contracts are not high, they are expected to provide consistent income to these oil & gas companies.
PETROS's headquarters are in Sarawak, and there is a high probability that future CAPEX will be awarded to companies in Sarawak. The main oil & gas companies from Sarawak are DAYANG and PENERGY. $KKB (9466.MY)$ There may also be indirect benefits.
To gain a better understanding of the development in Sarawak, everyone can watch the following video for more information.
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HarryTeo
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Columns The planting industry is soaring against the wind, with the leading SDG breaking a two-year high.
$SDG (5285.MY)$
#Steady growth is better than rapid growth.
In the past few weeks, sentiment in the Malaysian stock market has been low, and now everyone is focused on the USA presidential election. However, with CPO prices breaking a two-year high, the long-forgotten planting stocks are once again attracting hot money.
In the first half of 2022, the planting industry sector was driven by the Russia-Ukraine war, leading to historically high CPO prices boosting palm oil stocks. Unfortunately, the cycle was very short-lived, rising for two quarters before entering a decline. In 2023, the planting industry sector's profits declined year-on-year, and planting stocks are in a consolidation period.
In the first half of 2024, many high-quality planting stocks have achieved year-on-year profit growth. Combined with Indonesia's declining production capacity due to weather issues, the Indonesian government is promoting B35 diesel while moving towards B40 in 2025.
Global palm oil inventory is at a 3-year low, supported by various factors pushing CPO prices to break through a 2-year high. However, palm oil prices rising too quickly may not be a good thing; when the Malaysian Ringgit rose too fast before, the pullback was severe.
For the planting industry, assuming that the CPO price can stabilize at RM4,500 or above, a gradual rise would be healthier. The planting area in Malaysia is limited to 6.5 million hectares, so increasing production efficiency and enhancing automation to reduce reliance on foreign labor is urgent.
In recent years, palm oil production capacity has reached a bottleneck, while demand for palm oil production capacity is gradually increasing, which is bullish for the palm oil sector. However, various challenges such as eco-friendly issues, minimum wages, fertilizer transportation...
#Steady growth is better than rapid growth.
In the past few weeks, sentiment in the Malaysian stock market has been low, and now everyone is focused on the USA presidential election. However, with CPO prices breaking a two-year high, the long-forgotten planting stocks are once again attracting hot money.
In the first half of 2022, the planting industry sector was driven by the Russia-Ukraine war, leading to historically high CPO prices boosting palm oil stocks. Unfortunately, the cycle was very short-lived, rising for two quarters before entering a decline. In 2023, the planting industry sector's profits declined year-on-year, and planting stocks are in a consolidation period.
In the first half of 2024, many high-quality planting stocks have achieved year-on-year profit growth. Combined with Indonesia's declining production capacity due to weather issues, the Indonesian government is promoting B35 diesel while moving towards B40 in 2025.
Global palm oil inventory is at a 3-year low, supported by various factors pushing CPO prices to break through a 2-year high. However, palm oil prices rising too quickly may not be a good thing; when the Malaysian Ringgit rose too fast before, the pullback was severe.
For the planting industry, assuming that the CPO price can stabilize at RM4,500 or above, a gradual rise would be healthier. The planting area in Malaysia is limited to 6.5 million hectares, so increasing production efficiency and enhancing automation to reduce reliance on foreign labor is urgent.
In recent years, palm oil production capacity has reached a bottleneck, while demand for palm oil production capacity is gradually increasing, which is bullish for the palm oil sector. However, various challenges such as eco-friendly issues, minimum wages, fertilizer transportation...
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10 high dividend cash crop stocks. $INNO (6262.MY)$ $HSPLANT (5138.MY)$ $JTIASA (4383.MY)$ $TAANN (5012.MY)$ $SOP (5126.MY)$ $UTDPLT (2089.MY)$ $CHINTEK (1929.MY)$ $SWKPLNT (5135.MY)$ $KMLOONG (5027.MY)$ $MHC (5026.MY)$
After experiencing explosive profits in 2021-2022, many high-quality planting stocks successfully reduced debt. Transforming into refined cash companies has also increased dividends, and the valuation is not expensive.
✅What causes CPO prices to remain high?
What are the differences between the current planting stocks and those from 10 years ago?
You will understand after watching this video!
After experiencing explosive profits in 2021-2022, many high-quality planting stocks successfully reduced debt. Transforming into refined cash companies has also increased dividends, and the valuation is not expensive.
✅What causes CPO prices to remain high?
What are the differences between the current planting stocks and those from 10 years ago?
You will understand after watching this video!
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Columns Newly listed IPO - Life Water
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Columns FRONTKN performance unboxing
FRONTKN performance breaks historical record, how will the future outlook be? $FRONTKN (0128.MY)$
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There is a saying:
"Good-looking outfits are all the same, but interesting souls are rare."
A Malaysian money market-rich company says:
"There are many wealthy companies, but projects that can continue to grow are few and far between."
PADINI, a traditional consumer stock with a 53-year history
How to break through bottlenecks as times change
PADINI, this company can be said to be well-known, and most people have owned its brands of outfits. After experiencing the impact of GST in 2015, the company's profit continued to grow for 3 consecutive years, pushing the stock price past RM6. In the 2019 financial year, profits declined, causing the stock price to drop by a third from its high point, briefly falling below RM2 after the epidemic.
Due to retaliatory consumer stimulus in FY23, both revenue and stock prices hit new highs, but the stock price failed to sustain after briefly surpassing RM4. This is mainly because in the environment of rising costs in FY24, despite the revenue growing by RM97 million annually, it could not prevent a 34% decline in profits.
During the outbreak of the epidemic, online shopping trend surged. Some speculated that with PADINI having billions in cash on hand, expanding online sales should not be difficult. However, the reality is that having money doesn't mean everything is possible, and new tracks also require time to develop.
PADINI's weekly interest rate is no longer as high as before, now only 3.33%. The company has cash exceeding RM821 million and has no intention of paying special dividends. There is also a recent 2% Dividend Tax, will it stimulate PAD...
"Good-looking outfits are all the same, but interesting souls are rare."
A Malaysian money market-rich company says:
"There are many wealthy companies, but projects that can continue to grow are few and far between."
PADINI, a traditional consumer stock with a 53-year history
How to break through bottlenecks as times change
PADINI, this company can be said to be well-known, and most people have owned its brands of outfits. After experiencing the impact of GST in 2015, the company's profit continued to grow for 3 consecutive years, pushing the stock price past RM6. In the 2019 financial year, profits declined, causing the stock price to drop by a third from its high point, briefly falling below RM2 after the epidemic.
Due to retaliatory consumer stimulus in FY23, both revenue and stock prices hit new highs, but the stock price failed to sustain after briefly surpassing RM4. This is mainly because in the environment of rising costs in FY24, despite the revenue growing by RM97 million annually, it could not prevent a 34% decline in profits.
During the outbreak of the epidemic, online shopping trend surged. Some speculated that with PADINI having billions in cash on hand, expanding online sales should not be difficult. However, the reality is that having money doesn't mean everything is possible, and new tracks also require time to develop.
PADINI's weekly interest rate is no longer as high as before, now only 3.33%. The company has cash exceeding RM821 million and has no intention of paying special dividends. There is also a recent 2% Dividend Tax, will it stimulate PAD...
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HarryTeo
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#AbangJo is playing a big game in Sarawak
✅ Do you know that Sarawak has become a Federal Territory?
✅ Do you know how much Sarawak's GDP contributes to Malaysia?
Do you know how much Sarawak's income ranks in Malaysia?
What does the establishment of PETROS mean?
Let me, a Sarawakian, introduce to you the economic development and future potential of my homeland Sarawak! Find the next wave of investment opportunities!
$SOP (5126.MY)$ $TAANN (5012.MY)$ $DAYANG (5141.MY)$ $PENERGY (5133.MY)$ $PANSAR (8419.MY)$ $CMSB (2852.MY)$ $KKB (9466.MY)$ $HARBOUR (2062.MY)$ $SYGROUP (5173.MY)$ $BIPORT (5032.MY)$
✅ Do you know that Sarawak has become a Federal Territory?
✅ Do you know how much Sarawak's GDP contributes to Malaysia?
Do you know how much Sarawak's income ranks in Malaysia?
What does the establishment of PETROS mean?
Let me, a Sarawakian, introduce to you the economic development and future potential of my homeland Sarawak! Find the next wave of investment opportunities!
$SOP (5126.MY)$ $TAANN (5012.MY)$ $DAYANG (5141.MY)$ $PENERGY (5133.MY)$ $PANSAR (8419.MY)$ $CMSB (2852.MY)$ $KKB (9466.MY)$ $HARBOUR (2062.MY)$ $SYGROUP (5173.MY)$ $BIPORT (5032.MY)$
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