Pharma gearing up for vaccine distribution

MDEC { Malaysia digital economy corporation } tie up with HUAWEI Malaysia to spearhead Malaysia initiative position as the centre of digital ASEAN and regional digital hub. Malaysia using HUAWEI 5G

Blue chips & big component Stocks last hour sell down

China venture

Loss making since 2017 { -22 million PBT } 2018 {-67 million PBT } 2019 { - 44 million PBT }
2020 { 3 Qtrs cumulative losses { - 52 million PBT } excluding amortization

New MD appointed yesterday

Government vaccines distributed to MOH at public hospitals { priority for medical & front liners } private hospitals are not free } not waiting just paid

Rabobank projected hot agri commodities price trending next year

Strong CPO rebound yesterday evening. Up> +$105 per tonne { Dec,Jan, Feb , Mar ,Apr }

Exports of the China exports only started in September. next Qtr result will showed the China venture

Rubbberex is an underated glove counter

Mr Market and Mr KYY thinks differently. He may be right and he may be wrong. Only Mr Market knows the outcome. Look at GETs no fundamental s but rise like a phoenix

Really disappointed with the Qtr result. Profit drop 80 % { assuming alot of non performing loans } bad quality clients

Pzifer and COVAX vaccine

theme play on vaccine will continue and sustain thru next year

Disappointed Qtr result. blaming covid pandemic outbreak and cmco. Tell me what's new

Today really spike up.

GPacket all hype up {Mou ,JV, news but price walk like a crab }

GP. Samaidin. Dayang
02/11. 45.5. 56. 76
25/11. 46.0. 1.35. 1.15

Last 2 days CPO slipped following SBO

Pm { Mooohidin} sure "kawdin" appoint more deputy and minister posts .plenty of Glic and statutory bodies appointment. minister{s} and deputy in the PM Dept can be increase { not forgetting government controlled banks , pnb , mara, Felda, felcra, risda, mpoc, Mpob,KWSP, KWAP, Ltat etc

Dj hit and break 30,043 points. New high for DJ index

Local politics {coming budget votes } weight on market sentiment

Sbo price premium over CPO touch usd $ 195 per tonne

factory {TG} CMCO closure will disrupt glove supply

Supply disruption with TG factory shut

Agreed .low volume { punters not viewing at planters profile }

last hour sell down yesterday market { T +2 } keeping fingers crossed for today market uptick

Ijm plant engine start warming up. Go go

Malaysia n market counters too small for warren buffett. Straight forward answer

Punters are more keen in penny stocks { pump and dump } whereas plantation are deem for longer term hold strategy. IBs and fund houses are investing for long term whereas retail players are gunning for quick action.

Coming Qtr result will showed Bplant benefited from the Sabah estate land acquisition in early 2018 & 2019. Last 2 financial year drag down by prevailing depressed CPO prices and not forgetting amortization charges. the exact reverse when CPO is substantially higher {now at the $ 3200-3300 } mark

Do your homework and look at other planter results. CPO prices has a direct impact on plantation performance. Higher CPO prices , better P&L { good dividend } and higher stock prices.look at glove makers. Share split , higher dividend payout, darling's of the stock rally.

Mah Sing {Tan Sri Leong } has the funds plus a well formulated plan in their diversification into health care { PPE & gloves } under Mah Sing Healthcare. Credit must be given to Tan Sri Leong everything done within the armpit. Their foray into gloves, ppe and vaccine needs foresight

Alliance bank drop from 3.00+ to current level 2.50+ after write off { kitchen sinking exercise }

Political parties come and go. Everybody also wants position and power. PM position is secure after all PI MP appointed as Minister, Deputy or head of GlC or other related agencies. Syed Saddig reveals the Minister allowance and MP salaries easily total more than 70K per month. U think they will allowed PH to take over. History showed Sheraton move is all about position and power

PI {pas} government wants to show case the airport as thier icon development. Kelantan, Terengganu and now Kedah falls under their armpit after the Sheraton moves

US also testing and authorised the usage of this for emergency treatmemt usage

People still confused between vaccine procurement, vaccine fill & finish, vaccine distribution , vaccine storage and vaccine sources. Need to do your homework

KJ announced today Malaysia to pay upfront 94 Million under COVAX vaccine program. this is part of WHO worldwide initiative vaccine to ensure all countries has their vaccines

GI healthcare not listed but owned by the 2 tan sri. Goggle lawyer Rosli Dahlan { influential and we'll connected }

Yup. subscribe to their HWGB biotech newsletter update

Slts : trade done thru central buyer

Low volume transacted

Expect announcement prior to Parliament vote

Pbb really gung ho { blast thru 19 barrier }

placement thru direct block deals { thru open market } buyers are the fund mgrs and IB's

FCPO holding well past >3,200 per tonne { Dec/Jan/Feb/Mar}

Which counter ?

Typo error: Fields talking about privatised FGV amid rising CPO prices

Fields talking about privatised FGV amidst rising CPO prices