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2009-07-30

Crude oil prices are under pressure will affected KNM share















Crude oil prices are under pressure, driven down by a combination of factors:
  1. The first is what we believe to be a bearish API inventory reading.
  2. The second is weaker US equity markets and the stronger dollar.
  3. The third is the widely anticipated CFTC decisions regarding speculative positions in US commodity futures market.

A decision by the CFTC is expected within the next few weeks, which might see the size of speculative positions in commodity markets which investment funds may hold be restricted. API crude oil inventories, for the week ending 24 July, increased 4,067K barrels despite a 1% fall in refinery utilization to 83%. Declining refinery utilization and a rise in crude inventory signal weak crude oil demand in the US.

Although US gasoline inventories fell marginally, by 47K barrels, distillate fuel inventories continues to grow, rising 116K. This is a clear signal that US industrial demand for energy remains depressed. Surprisingly, US API data showed crude oil imports increased 199K barrels last week, which we believe supported front-month ICE Brent crude oil.
























If any outcome of Crude oil price speculated KNM share price will affected but due to still on going project I think KNM will have a strong support on RM0.70 level, drop below this level will be unlikely. Base on the chart, KNM price may drop below RM0.80 above RM0.70 before bound up so for me below RM0.80 is a good entry point.

Gold price already affected by stronger US dollar and I think soon crude oil price may drop due to the same reason. Any how share price also need rest before next bull run again.

3 comments:

Elvis2020 July 30, 2009 at 11:12 PM  

Okay, i think it's time to look seriously at the market coz most probably fundamentals are getting better. I know i have been very negatif about fundamentals of the market but lately, much have change, and changes are very impressive by any records. I really thought that markets will go through many pitfalls but was pleasantly dissapointed. BUY, BUY,BUY...BUY FOR LONG TERM!!!BUY FOR SHORT TERM!! JUST BUY!!! KNM will be in radar so better buy while its cheap!!

Anonymous July 31, 2009 at 6:38 AM  

KUALA LUMPUR: KNM Group Bhd’s wholly-owned unit KNM Process Systems Sdn Bhd has entered into a memorandum of agreement (MoA) with Societe Des Hydrocarbures Du Tchad SA (The National Oil Corp of Chad).

The MoA will, among others, see it undertaking a 24-month engineering, procurement, construction and commissioning contract worth about US$220mil in Chad.

In a filing with Bursa Malaysia, KNM said the MoA involved the setting up of a 60:40 joint-venture operating company which would be granted a five-year concession to develop, operate and maintain the Sedigi oilfield facilities.

The facilities comprise production plant, oil and gas pipelines, liquid petroleum gas processing and bottling plant and a 30-megawatt gas power plant.

KNM said the joint-venture company would award to KNM Process the training, operations and maintenance of the facilities for the concession period. The parties have agreed to finalise the details and execute the joint-venture operating agreement by Aug 31.

The Government of Chad would be entitled to royalties at 20% for oil and 10% for gas under the concession.

Vast Clarity Sdn Bhd August 1, 2009 at 1:54 AM  

I just sold my KNM on 31/7/2009, now waiting for a good entering price to buy again.

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