MC Chong

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Joined May 2023

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grid fee hike actually signals that the transition to green energy is picking up speed, which is great news for RE long-term play
3 days · translate
Tanco gt AI port otw, confirm steady one
3 days · translate
Keyfield International Bhd's earnings are expected to remain under pressure this year as weaker charter rates for accommodation work barges (AWB) and a shift towards lower-margin vessels weigh on profitability, despite an anticipated recovery in third-quarter earnings
3 days · translate
Correction should be over, 18sen support forming
3 days · translate
Actually one positive point is PRG already recognised most/all of the PDM exposure as impairment.

So the bad news is already largely reflected in the accounts. If PRG can eventually recover some money from PDM through the winding-up, that recovery could potentially be written back as reversal of impairment, subject to accounting treatment.

Basically, if they manage to recover a decent amount from PDM, it could give PRG's balance sheet quite a nice boost. The RM64m headline amount is not guaranteed cash lah, but any meaningful recovery would be positive since much of the loss has already been recognised
2 weeks · translate
only good for goreng during qr season, see they gt give dividend or not later
2 weeks · translate
Consolidating mode online now??
2 weeks · translate
target price RM1.88 tu kira agak bullish tapi kena tengok momentum demand dekat offshore sector
2 weeks · translate
hold steady first since the business cycle is only starting to pick up momentum now
2 weeks · translate
Actually steady price drop this one good time to sweep some more before the rebound confirm
2 weeks · translate
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