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

UAE prime minister receiving vaccine shot {aljazeera news }

Takeover date extended till Feb. Don't expect any fireworks. zzzzz

Yes. BOD preferably need to have share holdings in the company. ( Otherwise they just take the gaji buts without considering the minority interest }

Huatkopi - totally agreed. God only knows why the Board fail to push the shares. News of their ventilators approval hold so much promises & their cloub based acquisition fuel optimism { at last only hype & false hopes }

Countries need the vaccine fast. Anything workable will be needed. Worldwide infections hit 46 Million +. With winter settings in. Infections will be worsen. Vaccines are needed to balance and tip the economic { back on recovery } to reduce the ravaging effect of the pandemic. Everything from China, Russia or US will be needed

DJ up 400 points+ { if today don't rebound } mati lah

Trump is losing Bidin will win by majority. Covid 19 killing thousands of Americans

Technically oversold

Big sell down in US tech stocks despite Amazon, Facebook reported betterearnings. Smaller tech players faced the brunt of the market selloff with so hardware developers hit by covid pandemic outbreak { consumer and businesses cutting down on capex }

FDA approval for stage IV clinical trials is something to chew on. Is this the fast track vaccine approval for the antibodies doses . Worldwide infections hit 47 Million. US rate 100 K per day is the highest. They need it very badly

EPF have separate account for capital gains , dividend yield , trading stocks policy. All handled separately. Everyday you can see buy and sell but long term strategy more defined and clear what they are holding

Expect more project development initiated and implement under budget. serb is a major beneficiary

CPO prices trending higher m-o-m but TSH flattish

Lawyer filed writ challenging Agong decision not to accept PM advise to declare emergency { citing constitution } somebody is behind the joker. Bad taste and self interest. Stocks mati lah

Giant pharma congolemrate's will love to buy over any innovative lab to ensure any new discoveries or potential vaccines under their portfolios. Dominance is the key to monopolise any new drugs. Generic manufacturing can only allowed after a period of 20 years. $$$ is the key motivation

AGM price ??? average general market trending price

outbreak getting worse. 2nd and 3rd wave infections hitting all countries

Cmco zoom AGM only

Indonesia CPO pricing is different. all palm producers are required to allocate & participate in their quota .Gapki pricing does not follow our Malaysia open system. not only TSH but others Malaysia owned companies also adhere to their country regulations. { Eg. sime, ioi,KLK, }

Cabinet reshuffle is expected expect a new Minister and new regulations

Keep our fingers cross. the political condourum will not blow away until Umno is given the DPM post

Sabah election is the chief cause of the spike in covid cases. Blame it on the greedy political parties with their take over attempt and the failure to adhere to the 14 day mandatory quarantine SOP for all incoming and outgoing people prior to the State election

DJ opening bells slip 700 points. Red day tomorrow

Technical view from recent high of 1.40 drop to today 1.00 . 40% retracement { support at dollar mark } need to monitor closely any rebound forthcoming

Major share holders disposed of GP shares
Kendall court 100 million shares
Summit synergy 100 million shares
calvintaneng biggest fools theory
Hoping and banking on future intangibles

Goggle ZY sales & marketing { Mr Zhang Yong } well known Chinese billionaire resident staying in Singapore. He is acquiring 90 million shares {17%+ of HWGB} from Datuk Lim. There is more to come

Sleeping beauty. Still deep sleep

MOU has no legal binding status. Just an understanding between 2 or 3 parties to subscribe or venture or undertake certain projects { before a contract or project } is formed up. { Subject to other related terms and conditions finalised } the MOU is full of legal jargon and clauses

Nothing of materials importance will happen pending the conclusion of US presidential election, Congress and not forgetting the Senate house of representative etc The casino approval in the US may yet be delayed again

Receivables based on the industry norm. What's important is the segmentations and ageing portfolio of the clients strenght

Latest news - IBI {a company owned by CCP } to develop a semi conductor hub in Kedah. What 's will happen if this industrial venture failed { Malaysia property or industrial site is now going thru a purple patch and struggling } the possibilities of GP ask to take over project from CCP is a real concern. Kulim already have a government owned Hi tech park. KLK already started their Batu Kawan industrial park } Not forgetting PDC { Penang } owned high technology site. What sort of investment can CCP hope to attract and compete against the other. Tax free incentives are allowed under MITI for Kulim Hi tech park and PDC run high technology centre