Totally agreed . Maybe highlighted certain changes which we may have overlook. keep things simple and straight forward

zika (dengue) will not change people live style. let's not be over paranoid.
Rio 2016 knows they have a problem yet they go ahead with the Olympics. Coming nearer to home . dengue has affected alot of people yet we can see people more or less doing the same old things. goverment will carry out fogging as and when cases happen

same like Aids/STD . is people going to stop making love because fear of Aids. NO life's still carries on. this is human nature. Nonetheless, keep our family home surrondings clean. this is the least we can do

bot additional FGV at 222 yday. keep my finger crossed that FGV can rise to the expectations

Quiet morning session. Rebecca Fatima Sta Maria ( Tan Sri ) Sec General of MITI who negotiate terms of TPP/TPPA for 3 years at MITI already retired. Clinton doesnt play golf. Trump (well he wants to open a casino at Macao ) where got time to play golf with our PM. He will tell " you are fired "

November is still 2-3 months off. Whether Trump or Clinton ? just keep our fingers cross. Just to side track. Malaysia did so much to join TPP /TPPA (promoted by US Obama ).
Now Clinton says she is against TPP/TPPA before and after the elections. Trump says he going to kill off the TPP/TPPA.
Here we Malaysia ( MITI-PMO) quiet no more talk about benefits of joining TPp/TPPA ? in politics everything can changed. Happy trading !

darren- what's important is the perception of the market. US elections, Fed reserve rates hike. too play a part. but the impact on Asean countries ( myself believed ) is more closely link to China and India economy. Coming Budget is another factor which can induce the positive momentum. Budget should be friendly to the pockets and incentives to house ownership

bersih ? people are more worried about job and food on the table. this is my personal view

be patient

Mohd Zubir - Yes

last but not the least be happy with your self and every journey is a blessing.

FGV price target at 1.25 ? new low for the year/ CPO price at $2,900 the year high. something not right

Big seller or big buyer volume park is part of their routine operations by the IB.

Chef - I need to have a magic crystal ball to predict when FGV is making a move. nonetheless, be patient with FGV . everything is positive (at this point of time ). New CEO, good CPO pricing,
sale of non core assets . finally cost cutting on administrative expenses ( non operating ). FGV is a going to turn around sooner than you expected. oh.! i missed out political consideration and FGV shareholders also plays a part. Cheers

MBSB consolidate its financial position (kitchen sinking exercise) with a aim to improve its debt to equity ratio. KWSP has the biggest block of shareholding in MBSB. Chua the master trader together with other GLic has sink in their funds & money into MBSB rights call cum bonus

It's in their interest that MBSB regain thier profitability ( this can only confirmed when the latest Qtr result is released ) the turnaround has gather pace with the completion of the cash (rights call ) . now the final part is their performance.

KWSP has indicated in the past that MBSB will be sold or merge with other Banking consortium ( in-line with BNM policy direction ) at the right price. KWSP has put in alot of their funds and they are not letting MBSB go on a song.

RHB -MBSB merger failed to take off because of regulatory issue on MBSB operations. Looking at islamic banks side of it ( MBSB ) is getting a far share of suitors. this is how i view MBSB personally

$2,900 CPO touch. FGV prices go higher

Yes agreed with enning. FGV potential is enormous ( given the right mgmt and expertise ) look at Petronas ( Fortune 100 )

HSR link cut across ( FGV estates ) potential better & higher land valuation in years to come

Market sell-down ( bad for everybody ) GLic ( Value cap, KWSP, KWAP, Tab Haji ) also hit . not in their interest to see a market down turn. year end need to declare dividends etc

I will rate AA as a gem among corporate Malaysia

fed reserve meeting { janet yellen} is cautious of the uncertainties. rates will not raised in this quarter. more likely after U.S. elections.

selling subside

sell down by syndicate ( anti ah jib gor) put a spanner in FGV

panic selling

put your trust in FGV ( new CEO) Zakaria will turn around FGV. company too big (important) for them to fail. $4.50 (IPO price) drop to $1.50 . after listing. Year end target >$2.80 ( KPI /KRA) with high CPO prices and costs reduction. not impossible to hit target

presurre should eased and bottom out by today ( T3/T4) after last week rise

AAX result fall short of expectations

DRB (Proton ) pesona model launch received lukewarm response

FGV year on year (Q - Q basis). should be better.

jjchun and jjchan . never notice the spelling

if AAx target price is 60 ? ( then 47-50 ) margin still 20% -25% upside potential.Depends whether you are contra or long term player ?

chart wise. not overbought (MACD) still trending positive

fgv is tweaking the land cost between settlers, koperasi, Felda etc. the fixed premium will be review adjusted based on certain conditions

lock in half today at 47 balance will hold till result is out. longbterm play for Aax

GE is part of the deal. Fgv mainly positive due to turnaround coo prices and the cancellation of the so called overpriced deals. not forgetting Zakaria ( ceo) is a downstream guy with experience and no nonsense approach. this I believed is the blue ocean stragey for FGV reratings. just my personal opinion

timing is subjective ??? but before opposition new party (pribumi) formalised. sept budget goodies followed by us elections. most likely dates around 1st qtr 2017

good write up today but price still moribound

not feasible at this point of time to convert. ride on the uptrend

coming Qtr result is good. just how much is the upside ? IB upgrade AA from $ 3.50 to $ 4.60 ( even with 10% variation ) TP will be > $ 4.00. AAX turnaround plans bearing fruits. this coming qtr will be their 3 straight profitable qtrs against last round losses.

AAX was sold down and hit by their kitchen sinking losses. the turnaround in profit and passenger volumme. give or take > 60 . This is stricitly my personal view on AAx

wow ! what a good upgrade $3.50 to >$ 4.50

this is only the beginning. must be patient (FGV) long suffering shareholders

IB is not dumb. they will place their buying orders with 1-2 trusted brokers ( Block trades ). news will not filter out . place blocks at 48 ( now at 50 ) slowly price will move up before piranha comes in or Qtr result is released whichever come first

Big block at 48 morning Q

US Fed will not raise their rates till a new President is elected. Trump already mentioned Janet Yellan will be replaced if he is elected. US now going thru a lame duck period.

TF floating the idea of JV (60 :40) with a Chinese partner for AA or AAx for their China-LCC Operations. If materialized AA or AAX is tapping into the huge chinese domestic segment

TF is an extraordinary businessman. He is a good at figs. feel good doing publicity with IB and FF on AA and AAx turnaround story ( back by figs and statistics )

AA is a good counter. everybody in this forum has benefited from the price uptrend. $ 1.40 - # 3.10 . No other counters whether you hold or buy/sell give this spectacular rally. there is more upside if they spin off AAC

in thailand - tigerboy never use condom

AAX suffer 6 qtr of losses in 2014/2015. the main reason for the sharp drop in AAX price . take away the right issue which booast AAX bottom line. the average cost is still hold at bewteen 80-90.

now we have seen the 2 qtrs of big profit turnaround. coming next 2-3 qtrs should be positive too. price is still stuck at 46 price range (whereas AA ) has recover to 3.00 mark

give or take (AAX if perform to expectations ) should hold at 60 or higher. FF is also eyeing AAX after AA spectacular price turnaround ( from 1.40 - 3.00)

AAX has expanded & increased their frequency between Australia and this part of Asia. Australia is a favorite destinations for Asians holiday makers and students ( and likewise Autralians prefer Asian destinations compared to Europe ) currency plays a big part.

Inaddition, the downsizing of MAS has open up lucrative routes for AA and AAX apart from the normal Gold coast, Sydney, Melbourne or Perth routes. This will be positive for the coming next 3-4 quaters. The 2 Qtr ( traditionally) is the weakest. but the last 2 qtr result has showed far more upside . The beginning of AAX turn around has now gather momentum ( steam roling ahead) after hit in 2014/2015

IB removes the big block. now the market will digest and BB will push AAX . you look at the trades this morning ( compared the trades last 3 days ) you will see the differences. Cheers