All Comments on MISC Reload

Login to comment.
KLSE Warrior
Like · Reply
MISC Berhad demonstrates strong technical momentum, recent financial results show a decline in revenue and net income. Investors should monitor upcoming earnings reports and market conditions to assess the sustainability of its growth trajectory.

Check my bio and join our forum tgt
Show more
KLSE Warrior
Like · Reply
MISC is trading around RM 7.60 with bullish short-term momentum. Technical indicators and moving averages signal a possible breakout if it clears resistance at RM 7.63. Support is at RM 7.55. Analysts maintain buy ratings, with target prices between RM 8.30–8.40. Upcoming full-year results and LNG/shipping sector trends may drive the next move.

Check my bio and join our forum tgt
Show more
chongmin Goh
Like · Reply
think Q1 QR coming soon right ?
Yike
tauke no Loket declared dividends
Like · 2 months · translate
Afdhal Afiq
1 Like · Reply
Back on 2018 and 2021 Trendline. Are you heading to NorthPort 941, Captain?
Hong Chew Eu
Like · Reply
MISC: A Transformation in Progress, Returns Yet to Follow

Between 2019 and 2024, MISC Berhad transitioned from a conventional energy shipping company into a forward-looking provider of sustainable maritime and energy solutions. This transformation was shaped by decarbonisation trends, the energy transition, and a strategic push toward innovation.

A key milestone was the successful commissioning of the FPSO Marechal Duque de Caxias in Brazil, with the Offshore Business contributing about 12% of Group revenue in 2024.

Despite these strategic shifts - global expansion, entry into deepwater markets, and fleet modernisation - financial returns have yet to show meaningful improvement.

ROE in 2024 stood at 3.2%, below the 4.0% recorded in 2019, despite a brief rebound during 2022–2023. This reflects a transitional earnings phase, as capital-intensive projects like FPSOs and low-emission tankers are only beginning to contribute materially to earnings.

Legacy challenges, especially in Marine & Heavy Engineering, and a large equity base have also suppressed ROE. As a result, MISC currently maps into the Quicksand quadrant in the Fundamental Mapper—where strategic intent is clear, but financial outcomes lag.

However, this should not be mistaken for a failed transformation. With new assets now operational and legacy drag expected to ease, MISC is well-positioned to improve its returns - though the market has yet to fully price in this potential.

In the context of the Fundamental Mapper, MISC could move out of its current position in the Quicksand quadrant once improving returns begin to materialise. The recent decline in its share price suggests that the market has not yet recognised this trajectory.
Show more
Lik Lik
Like · Reply
how to get door gift if absence AGM
Budy Burhan
Like · Reply
14 may AGM...
Krish Krishnan
Like · Reply
This shows drop of 17 cents but
Moomoo shows drop of 29 cents.
Jerald
see whether you have taken into account of dividend ex date 12sen or not
Like · 5 months · translate
Krish Krishnan
So it's adjusted for ex dividend. Thanks for the info.
Like · 5 months · translate
Yike
2 Like · Reply
this boss Banyak Bagus.. negative earnings still good dividends
wsy wsy
会不会跟pchem一样,好期待
Like · 5 months · translate
Yike
this ship minyak and gas is essential
Like · 5 months · translate
Shawn Cheah
2 Like · Reply
上个月看到 7.2x 那么便宜就随手下单买了,今天莫名其妙就赚了
FPSO 一直都是我最爱的领域
Shawn Cheah
低买高卖,哪里可能会亏
业绩暴雷,看等下有没有机会在低价买回
Like · 5 months · translate
Shawn Cheah
7.15/7.07 扫了一点....
1 Like · 5 months · translate