just to digest what's right or wrong (depends on which side of the fence you are sitting ). The NEP started off as a means to restructure the society and brings the least develop strata of the populace in the rural areas on par with those ( majority in the urban areas )

race was not an equation but somehow along the way over over-jealous politicians hijack the idea and turned it into a race based policies unlike the initial NEP of eradicating poverty without any reference on race or colour

after 30 years ( NEP was replaced ) with the NEw Economic MOdel which basically is the same module with a twist. Without doubt the NEP has help a alot of people but at the same time as given a boost to corruption where self vested interest come first ( and not the people interest )

insider play . at least 30%-40% upside potential (if not why play up the counter )

tek seng push down from > $1.30 to a low of 65 ( 50% drop ) after news of the factory 2 line shut-down and below expectations of previous qtr result. teck seng is still earning positive and paying divisends,

insider play or syndicate whatever name you call it. but the fact ringgit has weaken & depreciate from 3.85 to 4.43 against the USD is positive for tek seng solar panel division. let's hope the bull recovery can cross 85 ( 30% ) the trend line. just my personal take on tek seng

coming qtr result must be good. if not why play up ( or expecting interim dividend announcement )?

Felda.Felda Assets, Koperasi Felda , KWAP, Tabung Haji, PNB are all holding shares in listed FGV. Privatisation is not an issue (if they push Sime ) to take the initiative in demergeing their plantation arm. Just wait and see any new developments

the placement may Be at a price lower than $ 2.50 to proxies or parties ( under favourable terms ).we can only make assumption unless the terms and price is make known

RM 15,000 household income NOW eligible for PRIMA1 homes. ordinary people earning RM 5000 where got chance ? Banks will favour those > Rm 10,000 - 15,000 income bracket

without prejudice on anybody trading ideas. if ? you forsee market coming down why in the first place ( you are still waiting- awaiting to pick up value buys. ) write the word " crash "

any government in the world would do their utmost to avoid a repeat of the US wallstreet crisis ( subprime ) where the names like Lehaman Bros, Bear Steins, Merril LYnch , Goldman Sachs, JP Morgan ( the so called big 5 " to big to fail Investment banks ) all hit by massive write down and their shares prices plummented and fell .


If these " doomsday " roubini famous words does not come true. Forecasting Dow will drop even below 5000.think of the lost opportunities where the Dow recover from 11000 to hit the 20,000. the truth , nobody can predict or time the market. Use the USD motto. "in God we trust ".have a happy profitable new year

Big Block ( selling Q ) can be withdraw anytime. there is no penalty same as Buy Q

Collectively Felda Corp owns 17% , Felda Assets 14%, Felda Koperasi 6%, Indirectly Felda owns 37 % of listed FGV. Other big GLIC in FGV after KWSP sell off. Tabung Haji 8%, KWAP 5%, Amanahraya 4%,and other listed GLIC nominees 3% = 20 %

Indirectly Government owns 37% + 20% = 57% of FGV shares. Public Funds like insurance, banks, anuity funds ( 3-5% ), Foreign Shareholders ( 3-5 %) = 10% of FGV.

The rest 20% -30% is hold by we Malaysian.Exact breakdown (FGV) is not available. GE 14 maybe at held anytime between August or next year. subject to PM discretion.

Felda settlers has a majority or hold 54-55 Parliament seats and 80-86 State seats. this is crucial for BN

Just to recap Felda is under the purview of the PM Office. FGV is a listed entity on the Bursa.So whatever happens at Felda is not related to FGV. Felda Corporation is not a listed corporation. Felda corporation is a staturory entitity created by Parliament

If PM wants to do it before GE 14. privatise FGV ( not an isue ) just link up Syed Mokthar with a block of shares at RM 4.00- 4.50 price tag ( throw in favourable terms ) with soft loans.

CPO price at > 3,200 - 3,300 level is a good investment for Syed Mokthar. He is looking to divest off POS to a buyer. locking in profit plus a sopft loan ( good enough to take over FGV )

He is smart businessmen . Take the risk if everything is roll -out accordingly. Everything is subject to certain political linkages. That's my personal viewpoint ( still speculating on Syed Mokthar role )

If he can take over Kuok group rice import & sugar refinning business ( no reason he cant take over FGV

risky to play contra. up 2 days down the next day

replanting cost at priveate plantation companies ( KLK, IOI , Sarawak Plant or SIME ) based on negiotiated price with their field contractors ( mainly experienced contractors wiorking with them for a long time )
Felda is different. jobs mainly given to related parties and sub contract out to small contractors who need to hire eqipments ( eg tractors and lorrries ). Thier cost is higher than big contractors who have their own machines

just an early play. With Sharir at ( Felda ) Zakaria at (FGV ) look like Isa being sideline. Now the PF-JV initiative for FGV might bear fruits if CPO continues to hold above >$ 3,000. buisnessmen will explore the ideas if they can make money. Still early stage

New Chairman ( Sharir ) hinted at $ 4.00 per share subject for FGV. Exploring a PF-JV with a interested parties. Come to mind Syed Mokthar ( who controls tradewind ) just my 2 cents

C16 warrant is different. subject to market fluctuations. spread and velocity higher than mother

FGV aborted the deal. Felda ( and not FGV ) is now going for the Eagle high acquisition

he will sell the company (listed status ) to another buyer. Or a reverse turnover ( make another round )

not easy to push FGV. 3 billion shares ( majority of GLIC ) locked in at IPO levels. GE14 is a real possibilities that FGV turned into a political play. but at this point of time no incentives for them ( funds) to push up FGV for others to sell. nearer to GE14 ( maybe 2 months prior to announcement ) then yes . time to push FGV. this is just my own interpretation on FGV

from RM 1.35 drop to < 70 sen . almost 50% lower

if ? the ringgit fall to >5.00 against the USD. the burden will be on the people not the politician(s). everything related to imports will be mark up.

you need a drastic change in the ringgit perception or the Malaysia Governmnet governace. public empathy towards the running of the publc administration is clouding the ringgit true value.

simple illustration. the listed price is 280 rupiah. why pay 560 rupiah for a 30% stake . you dont have mangement control yet you pay big money for a minority stake.

for argument sake. IOI trading at RM4.50 will you pay RM 9 for a 30% non controlling stake. FGV is not a small timer but a big government entity .
this is bad business decision ( no matter how you look at it )

Warren buffee invested in Goldman Sach at the height of financial meltdown. he pay 50% below the market valuation. his preference share(s) is fixed at 9-10% dividend ( first refusal or subsribe at company common shares )

this is good business judgement. this is fact reported in the book " too big to fail " chroncile.

physical cpo traded > $ 3, 280

most of the ACE counters are penny stocks . delisting penny stocks means 2/3 of the listed counters were be off limits. Bursa would be sucidical if ever they implement such a move.

delisting companies from Bursa only applies if your company have no core business or ran foul of your balanced sheet ( based on listing requirements ) or failed to the maintain the minimum public shareholers spread

if the company is profitable ( eventually the price will be rewarded by the market ) this is just my personal view

there is no known cure for ganoderma. only certain so called callwd applications that claim the trees can be strengthen against the ganoderma infection.

only known cure is to debowl andclean the fields. ganoderma infect all trees whether young plantings or old Palm. normally company will fell the old trees.

FGV major shareholders are GLIC, EPF, KWAP and Tabung haji. End year closing reflect badly on their balanced sheet ( if FGV price is at this depressed level ). O& G counters already badly hit. Window dressing is coming in !

crazy is not the word. madness ( other countries are holding ) only Malaysia is whack left and right

always good to average up but coming down is another story, the doomsayer prediction is hitting everybody. petrol up, cooking up, next sugar up, rice up. ringgit continue their downwards 4.47 today. CIMB forecast as low as 4.8 to a dollar. FDI throwing securities. what's bad and worse coming is anybody guess ?

Tek seng is not going bankrupt tomorrow. but at this rate myself is " pok khai "

biggest dissapointment. CPo hit > $ 3,050 { 3 years high}. Fgv down to the bottom at < $1.50. what ssy you PM or umno minister

Donald the wall builder will proceed with his great wall empire. Ego and good for business

Khairy is young & ambitious (eager to get in the limelight ) what better ways " champion of UMNO " against Bersih and walk with his supporters

cost of production against selling price is the barometer ( not blanket comparison ). FGV is big but the cost of production ( ageing trees ) is a drag of their profit. UP is small but the cost of production is low. small co's is not a fair comparison against their biggest peers. this is my personal take on the above

expect ringgit to drop. but never expect the jittery on Monday. ringgit traded as high as high 4.55 to a dollar. CIMB expects possibilities of ringgit down to 4.80 in the forecast. plough into FGV ( CPO touch RM 3,000 per tonne) but FGV drop below RM 1.90

Yup. still holding 20K . my risk level for this counter. Thanks wahahaha

there is no magic formula . it's your own risk APPETTIE. again i repeat my favourite mantra. never over trade or overcommit. sell house or sell car etc

Yup. when everybody jump ship. time to buy but unforunately myself also has no balls or nerve of steel. Wait and see ( hopefully not the hokkien word ) Cheers everybody

I still things investing Big in Indonesia carries risk. too small to absorb any unforseen hiccups.unlike IOI, KLK or Sime (Guthrie) this is my personal view

credit must be given to Izam for doing this. whether TS mark up or down is another story.

no bullets to shoot. if not will buy more TS shares. KLCI drop 70 points ( 1675 to 1610 ) everycounters got a bashing. hopefully with the DJ hitting the sky and our ringgit stablishing. sentiments will improve

sighted their factory ( when i drove past ) everything still look ok. business as usual.Izam! keep us posted. thanks

China yuan may see a repeat of the Japanese Yen where revaluation will spike up the Yuan against USD making it a more pricey for their exports

price drop until myself also cannot see which way to go. try take a cab in Bangkok. driver says no ringgit only accept SGD or USD

ringgit new low against usd. 4.55 to a dollar ( good for CPO exports but bad for people )

ringgit lower against USD at 4.26. CPO price surge > RM 2,900 . Good for FGV and other CPO producers

ring. Trump says he don't play golf. now ah jib needs to plays ping pong

ringgit is going to be hit by usd. Trump says he will make America great. compete with China ( and now Malaysia has sided with China ) and ring timing for ah jib

Write a comment..Trump 244 Vs Clinton 215