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News & Blogs  ipohwhitecoffee We gonna observe the coming QR before giving it an ambitious TP of 1.20 21/04/2022 5:55 PM DCang Akino OK. No more question, no more why and why, just buy and buy until the coming QR before TP of RM1.20. 23/04/2022 5:29 PM DCang Akino Russia and Ukrain no end fight causing short of oil . Oil will stay at above 100 for a long time. Oil counters like Penergy and Deluem prices sure remain high for long time too. 24/04/2022 3:58 PM virust What happened when crude oil price keep going up? Upstream O&G – pure upstream player Hibiscs is the first beneficiary in near term and share price already up more than 100%. Downstream O&G – Hengyuan, PetronM and Petdag started to augur some profit as the rise of oil product spread price. Those share prices up 20 to 50% and need to take note that both Hengyuan and PetronM is pure downstream player. O&G service provider – Dayang, Waseong, Penergy, Deleum, Uzma, Carimin and RL will be the last beneficiary with promising contract awarded from PETRONAS. Those share prices is on the move. We are on the USD100++ Crude oil era which happened 10yrs ago couple with high inflation 07/05/2022 7:24 AM ipohwhitecoffee Since Deleum results Does not disappoint I will hold for another quarter. Way better fundamental than other energy stocks like Uzma Penergy Carimin etc.. 01/06/2022 7:15 AM Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ Deleum Bhd 0.65 MYR -0.26 (-28.57%)past 5 years 9 Jun, 5:00 pm MYT In the short term, the market activity is like a voting machine, and in the long term, a weighing machine. 09/06/2022 9:02 PM wallstreetrookie Hmm what am I missing here? I originally was not bullish on Deleum due to its poor management. But then I saw that ipohwhitecoffee is bullish on Deleum. Maybe I need to do more research. However, to be fair, I would buy Coastal Contract and Hibiscus more than Deleum or Uzma 12/06/2022 3:18 PM ipohwhitecoffee A rewards for being patience. At 5% DY is a hold for me might as well since no difference for long term player 24/08/2022 3:40 PM ipohwhitecoffee Oh Yes! Deleum break new 52 weeks high of 0.83 before retracement. Anyway short term correction anticipated but aim long term for bigger profits 06/09/2022 4:49 PM airfan99 Deleum has been in a net cash position in the last six years — a rare attribute in the local upstream O&G space. At the q2 report - FY2022, its cash and bank balances stood at RM203 million against total borrowings of RM16.12 million. Year to date, Deleum’s share price had risen to 0.73 sen vs NTA 0.89 sen at the morning session. 27/10/2022 12:18 PM ipohwhitecoffee congratulations all shareholders. Deleum breaking 0.90 for the first time. Great Investment 05/12/2022 9:51 AM fooming Deleum Bhd said Petroliam Nasional Bhd (Petronas) has lifted its suspension against the group's indirect subsidiary Deleum Technology Solutions Sdn Bhd (DTS) 19/12/2022 11:51 AM fooming DTS which was formerly known as Deleum Primera Sdn Bhd received a letter from Petronas stating that the uplift was effective from Dec 12 19/12/2022 11:52 AM slumdoge Value stocks such as Focus Point Holdings Bhd, Deleum Bhd and Malayan Flour Mills Bhd have done well for us, said Tradeview Capital Sdn Bhd portfolio manager Neoh Jia Man 16/01/2023 12:01 PM  Michael Kwok Deleum 90 cents Support 87 cents If breach 60 cents range 10/6/23 11.30pm 10/06/2023 11:30 PM LadyRepins 86/87 is fundamental value, lower makes it a good buy. Likely will drift lower on overall weak sentiment. Base support at 72, if breaks this then it's in wilderness... 11/06/2023 5:39 PM Michael Kwok Deleum 1.08 Can it retesting rm 1,then rebound.let see by 4-6 trading days time. 15/9/23 6.40pm 15/09/2023 6:38 PM Dehcomic01 The marine charter business has caused a lot of headaches for the Bursa oilfield services companies. This is best illustrated by the ROE of Dayang and Deleum. https://i.postimg.cc/Z5kNLQT1/Dayang-vs-Deleum.png Both are in the topside maintenance services business. The different between them was that Dayang ventured into the marine charter business in the early part of the last decade You can see that the returns for Dayang were badly affected in 2017 and 2021 by impairments due to poor vessel utilization. https://www.youtube.com/watch?v=quk378SFfCg Moral of the story? The wrong strategic choice can cause great problems 06/12/2023 7:22 AM Dehcomic01 In 2023, the Bursa Malaysia energy index grew at 5.4 %. In contrast, the S&P 500 energy index contracted at 3.7 %. WTI crude oil prices contracted by 9.9 % Of course the composition of the companies making up the indices for Bursa Malaysia are different from that for the S&P 500. If you are hunting for oil and gas companies to invest in, doesn’t it makes sence to look at Bursa Malaysia counters. In this context, Deleum looks like a good candidate. https://www.youtube.com/watch?v=WVC1fVZzyaw It did well when crude oil prices were high. But when oil prices were in the trough part of the cycle during 2015 to 2019, the company performance deteriorated. Its performance improved over the past 2 years due to the better crude oil prices. Over the cycle, the Group delivered average returns that were greater than its cost of funds. The Group is also financially sound When you compare Deleum ROE trend with the share price trend, do you think that there is still an opportunity to go in? https://i.postimg.cc/KYPBhG5m/Deleum.png 22/01/2024 6:54 AM sengtan something is brewing ?? or in anticipation of a good quarterly result next week 23/02/2024 11:32 AM sengtan Despite a good set of result today correction. Could it be buy prior to Q result announcement and sell on news 27/02/2024 9:55 AM  | |
