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

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