Pbb is for long term { not short term } must have holding power .not for trading or taking pot shot just my personal view

Timing is important. Sentiment is now on vaccine play and glove makers will be weigh down

Greenberg Yes riding on their glove venture

Banking on recovery theme play. DJ up another 450 points opening. Solid rise on wallstreet

DJ up another 450 points . A bullish start in November { hitting the magical 30,000 soon } A rise of +5,000 points { after US elections on Nov 3 and vaccine news }

DJ now higher at up 454 points. Expect more

Even AA move. 55 sen { 6 Nov } jump up to 75 sen { 16 Nov } matter of 6 trading days

Mah sing hedging their bets on property & construction recovery, gloves production & plastic manufacturing

CPO is on an uptrend for the next 4-6 months. plantation players should be sitting pretty with prices holding betw 3,000 -$ 3,400 . The late Tan Sri Lee { IOI } and Tan Sri Lee { KLK } all have the roots in agriculture. La Nina { South America } and the worst locust attacks in 27 years { April - August } India/Pakistan have indirectly strengthen palm prices

Around 10 Billion will be used for vaccine procurement. Pharma and DPharma direct beneficiary of public vaccine procurement

KYY promoting his own stock play. mah sing songs a different tune

This is bad . 3 -4 days in a row down { DJ up strongly }

Good volume & well supported at 27-28

Both Pzifer and China vaccine shows no adverse side effects in their clinical trials. WHO will fast track their usage.

Strong closing on Fri

With or without the vaccine antibodies. the new norm is to use gloves both in the medical, industrial and commercial sector. Demand will be strengthen and stable in the coming next 2 or 3 years. ASP may drop but still a viable and Profitable long term venture {just like durian farms }

Recovery theme play on banks

Indonesia and Singapore started their vaccine program ahead of Malaysia

SOP making its move

Big player into KPower

Mah sing { Tan Sri Leong } broaden it's earning base into 4 segments. Properties, construction, plastic and healthcare . TG s us to ensure earnings remain positive { due to properties cyclical nature }

Keeping our fingers crossed

Still holding.nothing to lose after the share split

Chong 1116. Mooohidin wants vaccine before election.but covid numbers still high.so they push back dates { not for u or me } tentatively by 3 months { together with Sarawak state election } Mooohidin needs GPS support.they are the king maker

Previous high 1.15 will be tested

Glove makers may not be hottest party in town but still room to move. Just time your move.happy trading

cakes moon.insider news said vaccines ready by April 2021

TAD system says first breakout at 33 follow by 36 { support at 28 }

Insiders say April is their target date for vaccines introduction

Today anti climax .whole market trending higher except our KPower

Once bitten twice shy. Second time conned you are twice stupid. Third time get conned your own family also disown U

Victor Yong : based on your information it's big No No for GP to take up the offer with all this restrictions and conditions imposed. Only a hare brain would agreed

Volume is the game. more planted acreage higher is your returns {FFB production } higher margins if your own mill's process internal FFB crops { instead of third parties or outside crops } Estate's with numerous Mill's will benefit more compared to single run oil mill }

Theme play on vaccine related stocks

Pharma always the prime mover DPharma tails behind. Believed more to come with Pfizer vaccine in the news

Too early to judge. Closing in the afternoon will indicate the trend

Yup. finally rebound

Pharma and DPharma main beneficiaries whether China or US made vaccines

Pharma and DPharma main beneficiaries whether China or US vaccines

DoctorEdwin : this is good news for HWGB

3 %Windfall tax for both East Malaysia { at 3,000 } West Malaysia ceiling at $2,500 per tonne. whereas Indonesia imposed export levy at USD 50 per tonne

My take on GENM is long term recovery play whereas glove is the theme for the short or medium play

coming qtrs planters result much better. CPO prices up 15 -20 % Y-o-Y { 4 year high }

Fill and finish targeted by MoH

Mah sing long term target price revised higher by IBs

Budget tax incentives for green energy

Fill & finish vaccines targeted by MOH

only pharma and DPharma jump { healthcare beneficiaries } others wait n see

Gloves producers and Pharma healthcare are the main beneficiaries { budget 2021 } no windfall tax good for glove producers especially the second tiers. 10 years tax incentives for pharma and healthcare companies producing vaccines

Loss making for the past 3-4 years. Last 4 Q to Q all in the red. Shareholder funds bleeding. If I read correctly . private placement further dilute share base { no prospect of dividend forthcoming } expect more writedown