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

Rsawit ,Jtiasa , Tsh , TDM , FGV are all bomb out counters and pure upstream players. Tsh is one of the more efficient private owned producers {estate's landbank and mill's locality } is a plus point. their Mill's electrical power energy production tie up with TNB electric grid is a added upside advantage. just my own personal take & observation

Pharma direct beneficiary of the budget announcement. 3 billion for vaccines procurement. 10 years tax incentive for pharmaceutical companies producing vaccines

10 years tax incentives for healthcare companies producing vaccines announced yesterday by FM

Wasting the people resources

Prestariang business is more related to net usage coverage B2B module { companies signing up with Prestariang } for better coverage and internet connectivity. This is widely used in remote areas { eg Sabah and Sarawak } using Prestariang stations. Not forgetting their Immigration SKIN control system integration. GPacket still engaged the old fashion way of building servers linking up with app designers

No follow thru despite encouraging vaccine news flow

Still down year to date. Next coming quarter result is expected to benefit from high CPO prices recorded

Indonesia tough operating environment.TSH oil mill's locality is in a sweet spot { favourable } can shipped directly at mill's jetty. Unlike others at Kalimantan Timur area no connectivity

Waiting for budget . Market takes a breather pending budget announcement

Biden asking American firm's to innovate and put 6G on the tech field { make America great } render alot of cloub computings obsolete { if the super smart chips is developed. }

MOH {Dr Hisham } mentioned at his daily press briefings .no name revealed believed sourcesfrom China, Russia, US , UK labs. This is coming from MOH and the other source is cover under COVAX WHO program. Coming healthcare budget allocation is increased further

Trump and Joe stalemate. Result contested in courts. Result will be delayed. bad for market

MoH { Dr Hisham } short listed 8 potential vaccines for clinical trials

News of proposed windfall tax hurting gloves counter. Where is the line what's super profit when you put the top 4 against a new start up. Latex , nitrite , medical or household grade { all have different market and pricing } not forgetting new start up who have to bear EBIT last but not the least the amortization cost

Renewable or green energy enjoyed a premium valuations

Windfall tax proposal hurting glove stocks. Mah Sing not in a sweet spot

Zafrul { FM } just a messenger. PM asked him to sit as FM { prevent Umno grabbing the post }

http://www.aljazeera.com/news/2020/11/3/uae-pm-and dubai-ruler-receiving

UAE prime minister receiving vaccine shot { produced by sinopharm } aljazeera news