Another red herring day

IB 's expect a surge in glove makers profit margin between 20%-40%

KWSP accumulating ammb shares since early march

Demand for palm oil drop substantially. India and China has reduced their usage and import drastically ( due to various factors ) you need strong entrepreneur to market your products not an inexperienced politician. Running an Estates , Mills , oleo complex, shipping & logistics and marketing aim , hedging on dollar and cash flow is not talking in a ceramah

Dayang , Carimin, Jaks, Uzma are some of the counters KYY invested. No big names or commercial banks .

KYY likes small cap { where he can push the market within certain degree } unlike the big cap he have zero opportunity

Major shareholders started accumulation Carelpls in March after Ansell announcement. Latest result between 1Mar - 18 Mar acquired 2milion plus { prior to MCO lockdown } something must be brewing why the sudden urge to acquired the shares after a lapse of 2 years. We need to digest the sudden surge in glove demand { coming from all sectors } government procurement orders and the consumers

Big cap taking a breather. Small cap or penny stocks taking the lead during uncertainty { eg gloves n health care }∆

Payment date : 13 April

DJ closed -4% lower. World Bank expect Malaysia slip into recession 2020/2021 as private consumption takes a battering. Job losses among B40 group will curtail any big tickets spending { housing & cars }

Nobody in his right frame will visit the Genting casino with his family. hardcore gambling addicts already have no money during this lock down. so Casino business is really affected and hit hard. Genting main revenue source is coming from their casino. This lock down and covid 19 issue started in early January and till no vaccine is found. Don't expect any turnaround or recovery during the next 6 months or so

The lockdown is hurting small businesses real bad. Local businesses men relies on the cash turnover to roll over and tide over their commitment s. No business for 30 days going to bankrupt those without reserve

Prior to covid 19 outbreak Citi giving rosy picture

It's poker game . Either you hold or u throw

Expect the worst with DJ falling 2000 pts

Iran & Italy badly hit by virus outbreak

Saudi brent crude price war. Price below USD 38 .oil & gas counters another blow

Do we still pin our hopes on TDM ?

Anwar can just step Aside and let others{ nurul or wan azizah } take over the reins TDM is agreeable of this arrangement

This counter hammer down from 4.20+ to current 3.80. down 25 % worst performing { despite IB's promoting it } Alliance bank down from 2.70+ to current level 2.35 following market sentiment. Prices quoted are current past 2-3 months { not their historical Y-0-Y } in addition only KWsp are buying and selling { no other substantial play marker } this is just my own view

Only spike up at last hour. Maybe some goreng activities tmorr

Airlines is going to be hit by the coronavirus. China has imposed travel restrictions other countries have also issued travel advisory. Tourism, air travel, related casino stock going to be drag down. Remember sas { this wuhan outbreak has not even reach its peak } brace for tough times airlines

DJ drop { anticipation of weak China market opening } after their long lunar New year break. Blue chips also see IBs selling and paring down their position. Malaysia market suffer the effect of the coronavirus. Chart wise sapnrg showed oversold but momentum is negative { meaning more sellers than buyers }just my personal take

TSH kalinantan facing issues

This counter needs to hold for at least 1st Qtr before it can moves. Don't expect any big price movements. Analyst waiting for clearer signals and result

Insufficient parking at venue. People got to Q up for along to get their lunch box. Not much sitting space and not drinks available after the AGM meeting. Board consist of 12 directors with Kim family holds the key position. MSWG question rationale of appointing X-Board member daughter nominated as the new board member. Tan Sri explanation of Bursa rule not 100% accepted by MSWG

Botak is the biggest shareholder of eko and iwh. Botak convert 35 million eko warrants into mother shares. He must have something in mind

Most if not all listed companies have friendly related parties rooting for them. This can be proxies or friensds or even IB supporting their proposals. Even if the Director {s } or related interest are not allowed to vote. Somehow the resolutions will be carried or accepted at the AGM or EGM. This is a reality in corporate Malaysia

GPS will win the state election's. Fragmented PH { PKR , Bersatu not a threat to PPB } State Glc aligned with PPB

Glic rebalancing year end between thier books. No price indicated.

If Ekovest shoots up nobody will remember the bad times. Botak can make everybody happy by announcing new projects. After all he is the main beneficiaries { if price of Ekovest & IWH moves up } all it takes is a little push

Totally agreed that Ekovest potential is there. But somehow its management decision on related parties transaction is somewhat view negativity by investment community. this is reflected in it's price. performance. ekovest Bread & butter is construction , tolls , property development & mall management. Stick to it and not side track into others

Punters got burn after BM announcement. T4 back to back on friday

Buy on rumors sell on news

Uob Kay yin expect mid cap to outperform market in 2020. single out defensive stocks and health care as their choice picks. Alliance bank shares was sold down from 4 plus to current level. expectations that their revenue normalised going forward plus attractive yield

TG management expanding their Vietnam & Thailand operations incur more capex . Earnings per share higher 4.36 higher than street expectations. Profit for the quarter increased to 111 .43 million. Capexp on their latest IO 4.0 , Scada system & AI monitoring etc

Post removed.Why?

Doing civil works on the HSR and BM projects

Post removed.Why?

lKH has not announced any new development apart from a plan IPO offerings. Guess lKH has it's own plans. After all he is is the biggest shareowner of IWC and Ekovest { both developer and construction outfits } more is expected from this BM project { 140-150 billion value spanning 15-20 years }

CREc { China railway } is a joint developer of BM project. The HSR link with Singapore is part of the revived BM rail project. CREc will be part of the consortium { together with IWC and Ekovest }lobby for the project

revived BM include HSR link stop announced by TDM. Positive for construction stocks like IWC and ekovest

Uob Kay yin recommend healthcare stocks for 2020

Contra players clear position

Malaysia was a laughing stock interns of credibility and governance in the eyes of the world. Our Malaysian market was term as most unlove market in this part of the world.

Open at 95 for today morning start { no unwarranted Bursa query }

Botak has convert 62million warrants into mother shares in July2019. Another 32 Million convert by subsidiary companies. This was done 4 months ago. Botak is really a shrewd old fox when Ekovest was trading at around 82 -85 mark. Botak is not stupid

BM signal China state owned companies coming back to Malaysia after a lull of inactivity after GE 14. The BRi indicates China continued involvement in Malaysia key development. Malaysia need the FDI inflows

2020 is Trump election year. GOP needs to address the mid west agricultural core supporters

150 -160 billion BM project needs massive financing spread over a period of 10 -15 years. All local banks will be the key beneficiaries