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sapura energy 在 Mohd Asri Facebook 的精選貼文
BULL RUN IS BACK AGAIN???? By Dr. Mohd Nazri Khan
[BEWARE TUN DAIM CASHING OUT & MAY JUMP BIG]
Get to know this guy. Tun Daim Zainudin. The most powerful in Corporate Malaysia during the last bull run. Former Finance Minister. Held the post twice, 1984–1991 and 1998–2001.
I tell you what. Bull run is back again. Something big happening over the last few weeks. Looks like Tun Daim is cashing out his global overseas assets. Yes right. Divestment. Lots of cash and may jump big into Bursa.
This scenario is just like American Treasury secretary who is suddenly USD1bil cash-rich and set to splurge on domestic investment opportunities
As most analyst know, Tun Daim major vehicle know is the giant USD1.32 bil London listed commercial bank, ICB Financial Group Holdings AG, which have banking subsidiaries in 14 countries across Europe, Africa and Asia. Following the recent delistings of ICB from the London Alternative Investment Market, Tun Daim looks busy selling his global banking interests and now is paring down its stakes in major subsidiary banks including Indonesia, Gambia, Ghana, Guinea and Sierra Leone.
In fact, most figures linked to Tun Daim, are also cashing out overseas business holdings and have kept a low profile in recent months.
Something brewing in the local market?
My humble take, it looks like the honourable Tun and his tycos are raising funds aggressively, sitting on cash and waiting for something big.
The following are my personal view and three speculative bets in order of viability :
(i) Imminent Umno leadership change (ii) Massive cabinet reshuffling (iii) Return of old guards under Najibonomics II
Lots to speculate. What certain is Tun and his team are most likely positioning themselves for a big return to Malaysia.
So what do we expect ? Bursa bull run & UMNO stocks rally should be on the cards few months from now.
Remember the old glorious Umno stocks rally. If Tun Mahathir UMNO stocks glories included Renong, Landmark, Proton, KUB and Idris Hydraulic, Tun Abdullah UMNO gems involved Equine Capital Berhad, ECM Libra Group, PECD Berhad and of course Scomi Group (though many got burned immediately after 2008 General Election, no offense). Of course, PM Najib stocks legacy will be sealed in CIMB (which goes up RM3 to RM9), UEMLand (rockets from RM0.50 to RM3.50) and the famous Sapura Kencana (jumps from RM2.00 to RM5.00).
I believe with Tun Daim & Co imminent comeback, UMNO fortunes may skyrocket again before the next super bull run 2015-2019.
The following are the Top 50 UMNO linked stocks which in my eyes are potential stock darlings for the next speculative UMNO-rally.
CIMB BHD
MRCB BHD
GAMUDA BHD
SAPURA KENCANA BHD
FELDA GROUP VENTURES BHD
UEM LAND SUNRISE BHD
PUNCAK BHD
MMC CORPORATION BHD
BOUSTEAD HOLDINGS BHD
SIME DARBY BHD
DRB-HICOM BHD
IJM BERHAD
GAS MALAYSIA BHD
TEBRAU TEGUH BHD
ECM LIBRA BHD
FABER GROUP BHD
TIMECOM BHD
KUB MALAYSIA BHD
LAND & GENERAL BHD
MEDIA PRIMA BHD
MTD CAPITAL ENGINEERING BHD
NEW STRAITS TIMES PRESS BHD
PHARMANIAGA BHD
SCOMI GROUP BHD
SCOMI ENERGY SERVICES BHD
SCOMI MARINE BHD
TRC SYNERGY BHD
TSR CAPITAL BHD
AHMAD ZAKI RESOURCES BHD
BRAHIM BHD
DAIMAN DEVELOPMENT BHD
UTUSAN MELAYU (M) BHD
TABUNG HAJI HEAVY ENGINEERING BHD
PADIBERAS BHD
MALAYSIAN AIRLINES BHD
PARAMON BHD
TROPICANA BHD (FORMERLY KNOWN DIJAYA BHD)
SYMPHONY LIFE BHD (FORMERLY BOLTON BHD)
ANCOM BHD
NYLEX BHD
HONG LEONG INDUSTRIES BHD
MUI BHD
HIAPTECK BHD
JOHAN BHD
GEORGE KENT BHD
ZELAN BHD
UPCOMING IPO :
1MDB BHD
NAZA TTDI BHD
ISKANDAR WATERFRONT BHD
RANHILL BHD
My Top Ten Picks :
PUNCAK BHD (Price RM3.39)
GAMUDA BHD (Price RM4.60)
BOUSTEAD BHD (Price RM5.44)
SAPURA KENCANA BHD (Price RM4.40)
FABER GROUP BHD (Price RM2.94)
LAND & GENERAL BHD (Price RM0.52)
SCOMI GROUP BHD (Price RM0.45)
SCOMI ENERGY SERVICES BHD (Price RM1.07)
BRAHIM BHD (Price RM2.34)
TABUNG HAJI HEAVY ENGINEERING BHD (Price RM1.01)
Buy. Hold one year. Welcome Tun & Welcome Bull Run.
P/S: 3 days to go!!! 27-28 Febuary 2014
Intensif Dunia Pelaburan Saham, Grand Paragon, Johor Bahru.
sapura energy 在 Mohd Asri Facebook 的最讚貼文
BUDGET 2014 : WISH LIST, EXPECTATION & STOCKS PLAY- by Dr. Nazri Khan.
As in the past, we generally expect a post-budget rally with FBMKLCI to trend towards 1850 levels after Budget 2014. We expect budget measures to arrest competitiveness and improve public finance to attract more investors confidence and foreign fund inflows back to Malaysia.
1. Generally, Budget 2014 should spur local market sentiment by introducing tough unpopular bold measures to boost trade competitiveness, improve fiscal credibility, address the recent downgrade by sovereign credit rating (such as Fitch Ratings) and encouraging stronger private sector participation to boost economic growth.
2. We expect Budget 2014 to focus on the implementation of subsidy rationalization programme (SRP), the implementation of services tax (GST) and extension of BR1M for the low income group.
3. Generally, investors do not believe there will be significant Corporate and Personal Income Taxes cut due to government fiscal constraint but more incentives will be given to lower income groups using a very focus and targeted approach.
4. As in the past, Budget 2014 should benefit construction sectors (especially those with low import content and high multiplier project owner). Higher multiplier such as MRT circle line 2 and 3, Southern Double Tracking and even the proposed Kuching-KK Pan Borneo Highway may kick-start but big ticket high import items like Kuala Lumpur-Singapore High Speed Rail and third interchange linking Johor and Singapore could be delayed.
5. As stated in General Election manifesto, there is a real possibility, Budget 2014 may launch National Healthcare Project (something like Australia's Medicare System and UK NHS) that will provide every Malaysian with access to quality healthcare. Healthcare stocks such as IHH, KPJ and TMC Life should benefit. Further, using Budget 2013 trend, Budget 2014 should again promote local tourism sector which means healthcare sector via medical tourism again will benefit.
6. The implementation of GST should benefit software providers. Stocks like DKSH, Censof and MyEG should win contracts while telcos that have been paying govt sales tax can now shift the tax burden to customers under GST. Hence, all three telcos Maxis, Axiata and DiGi will benefit.
7. Mass market consumer stocks (such as AEON and Parkson) however should benefit from government low income incentives such as higher BR1M, higher salary to qualify for BR1M (maybe raise to RM4000-RM5000 from currently RM3000), more KR1M (Kedai Rakyat 1 Malaysia) and cheaper house from affordable PR1MA homes.
8. Budget 2014 may grant more tax exemptions for hybrid and electric cars to encourage the usage of fuel efficient vehicles. This should benefit foreign hybrid cars markers such as Honda, Volskwagen, Toyota and Nissan.
9. Due to government focus on Islamic Finance, Takaful industry players should get more added incentives in 2014 to encourage bigger market share and more protection among Malaysian. Stocks going big into Takaful such as Takaful Malaysia, Allianz and MAA may benefit.
10. Due to Subsidy Rationalisation Programme (SRP), Budget 2014 should see more subsidy cuts which includes more increase in fuel prices (possibly additional 10 to 20 cents), more increase in gas & electricty power tariff as well as hikes in sugar prices. Such moves should generally be negative for consumer/glove stocks (retailers like Nestle, Amway and Dutchlady & gloves such as Hartalega, Kossan, Supermax who use gas and raw materials) while positive for utilities stocks such as Tenaga, YTLPower and GasMsia (due to lower inputs, more efficient energy consumption and better earning visibility).
11. Budget 2014 should impose higher sin tax to boost government revenue. Tobacco players such as BAT and JT International and possibly brewery such as Carlsberg and Guinness and even gaming players such as Genting and BJToto earning are expected to contract. Bear in mind, there is no tax hike for gaming counters since 1998, no take hike for brewery since 2007 and no take hike for cigarettes since 2010. Perhaps, there will be 3 cents extra tax per cigarrete stick and RM1.00 extra duties per litre of beer.
12. For Budget 2014, we believe banks and properties could be mildly affected by more government properties-cool-down and bad-debt-measures (involving house, property, automotive and personal loans). Softer retail/corporate loans are therefore expected due to higher stamp duty, foreign cap, tougher RPGT (real properties gains tax) and higher loan-to-value (LTV) ratio for property purchases and shorter the personal financing tenure.
13. Government will strive for Marhaen Budget (Rakyat) which generally should aims for :
(i) Close To Free Education - free high quality education for all citizens
(ii) Close To Free Healthcare - affordable and easy accessible quality medical care to all, rich
and poor alike
(iii) Affordable Housing - cheaper and comfortable for majority rakyat
(iv) Efficient Public transport - safer, cheaper, more efficient, reliable and comfortable for majority rakyat
(v) Security for citizens and their families with an accepted (perceived or otherwise) low crime rate.
14. Government will use creative ways to boost revenue without burdening rakyat. These may includes :
(i) Reduce foreign tax incentives - Remove tax incentives to foreign firms operating in this country which has low multiplier effect on economy (beverage, gaming & brewery).
(ii) Auction land - Government land should be auctioned to the highest bidder to gain maximum income in development of Government’s land
(iii) Auction licences - Licences for telco and television rights can also be auctioned to the highest bidder after a shorter fixed period to get more revenue
(iv) Sell concessions - government must not give companies (whether GLC or not) rights to operate a project (eg. power plant/highways for free)
(v) Curb smuggling - government should spend more on enforcement to reduce money lost on smuggled items especially on cigarettes, beers, petrol and rice
(vi) Cut procurement bureaucracy and costs - the Government must spend more to reduce bureaucratic tape especially in procurement so that higher saving can be made on resources and time awarding the contract
(vii) Reduce subsidising the rich corporate player - the government should overhaul and reduce subsidies for rich companies such as foreign automatives and IPP which benefit more than the rakyat
(vii) Impose tax on high end asset class - capital gains tax should be imposed more on high end income eg. gains from investments, property, antique asset sales, bond and stock markets.
15. Last but not least, oil and gas stocks should get positive catalyst. Due to depleting oil reserves, we expect government to encourage more participation in the downstream O&G industry which may include huge investment tax allowance for refinery activities to catalyse the downstream segment. This will also attract investors to participate in Pengerang Integrated Petroleum Complex to ensure its successful take-off. Petronas linked stocks such as Petronas Chemicals, Sapura Kencana, Uzma, Deleum, Perisai and others should benefit.
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