1.75 sen interim dividend below market expectations

MAA is not a newbie. They have their own investment team to evaluate any business venture or business proposal. remember MAA is an insurance outfit before cashing out

Coming 3qtr result at end September will be announced on Friday or next Monday.

Coming qtr result may see higher profit before tax { anything above 100 million } is good

Accepting the katak is a big no for most people.

Bro. I begged to differ beautiful & pretty girl different story. Ha ha

EV is not happening in Malaysia .lack of connectivity plus poor perception by the average motorist on the EV practically is a big no no. Maybe in Europe but definitely not here in the foreseeable future { 5 years }

Dnex is a slow mover up +4 sen down 2 sen the next day.normal for this stock

Private placement is parcel out to IB or glic

Government link parties Or interested GLIC acquired the PP exercise at 20 % discount ??

Time to have a chicken play theme

Last week strong uptick .this week looks like Aimflex consolidating

If drop further { below 9.0 sen }expect forced selling

Foxconn buy factory to manufacture EEV. Foxconn has map out their plans for Silterra chips

Is their staff ESOS price lower than ten sen ???

Overall gloves sentiment bad. Supermax drop to 1.79. rubberex next support pegged at 50 .just my own chart view and hopefully next 2 months glove can get a re rating for the hammer down glove stocks

Don't expect fireworks on a Friday afternoon

Cukai makmur and higher levy on FFB is a double blow for planters

What's surprising our local planter stocks has failed to ignite ( unlike the glove mania } but the cukai makmur overnight has cast a gloom on the market sentiment

budget announcement tomorrow. Can see any incentives for any heavy industries link to Boustead group of companies

Businessmen would always placed their own trusted lieutenant at the helm. MAA now control app 10%+ of KNM

This 2 days overall market breath is negative. Gloves are hit hard and SBB taking a breather even at this price level

Still keeping and hope for a technical rebound .down for the past 3-4 trading session

Should hold and rebound. Ta ko { Supermax price today showed uptick }

MACD trend line support at betw 12-13 sen { my own technical chart view }

Rubberex follow supermax weakness

Totally agreed with Mabel. High Mineral 0il prices { US 85 + }, Elevated CPO prices { MYR 5,000 +per tonne } & Indonesia restrictions on CPO export . But our plantation stocks still in sleep mode

If the price maintain above 2.00+ shorties cannot cover their costs { either buy back or cut their short position volume}

Just like face mask. When there is an actue shortages everybody just buy and grab whatever you can. Until the situation stablie by end 2022/2023. People will not wait , they need the chips { low end or high end } for their production. Unlike face mask for personal usage .chips are meant for factory production. You cannot buy 1 box at a time. You source and buy for the next 1 year

This analyst do not understand the structure of glove business.supermax is not going to sit for one year and wait for the US regulatory for approval. They are going to divert their products to other third parties and other regions. Yes average selling prices are lower but still generating a profit. No businessmen is going to sit for one year doing nothing. Prices will be under pressure and smaller producers and new comers will be hit when Supermax divert their gloves into other markets and segments. Supermax management is very experienced

Strong correlation & linkages betw KPower, SCIB & SD

Holding firm and support at 2.00+

Plantation may be the next theme play. Last year was glove and healthcare

US targeting Malaysia glove manufacturers.first TG , Kossan now supermax who is next ?

Plantation index is underperforming Y-o-Y vs rest of the CI actor. The question is what 's holding back this sector when CPO has rocket up and above $5,000 per tonne

KNM support or accumulation need a clear breakout today. See KNM closing later in the day { any buying thru support }

CPO prices sky rocketed. SOP hardly my moved

Stuck between 22 -24 sen for the past week

Opinion comes with responsibility. Please share news that are relevant & applicable

SOP so far this year failed to break the $4.00+ mark convincingly

Genting just buy and keep. No operations but still paid dividends

Bursa is helping the shorties targeting gloves

Short sellers still targeting gloves whenever there is a rebound.very unfair to genuine investor

India priority is to control the skyrocketing domestic cooking oil prices

Knm stuck at this price range 22.5 -24.5 for the past week

Bstead not at their year high .the Q why KWAP keep disposing ??? Unless the fund managers are acting under instruction.left hand sells right and middle buys

Past is past tense. What's important is how tomorrow or the future looks like. We cannot change the past but the future is here for us . Borsig is the key

Borsig is their golden goose that lays the golden eggs. Based on what MAA said in their KNM acquisition

See how the closing matches !

Edge reported since August 2020 around 26 listed companies { Bursa } has diversify into gloves manufacturing or started their plan glove investment. The smaller set ups or newly commission fact will faced tough competition from the established and bigger rivals.this is on the back of China have ram up their own glove production capacity. Not a good outlook for the smaller players