China's import of palm oil M-o-M increases by 22% ( Malaysia -Singapore HSR signing) but Y-o-Y China imports dropped 27% ( same period first 6 months ). Malaysia losing market share to Indonesia.

If ??? the HSR awarded to China ( and not Japan ) import of China's palm import might ballon up. China used to be biggest buyer of palm oil. Now drop to 3 rd placing. Just food for thought ( China using trade to leverage on their monopoly

if shareholders (themselves) are buying back something must be cooking. there is no smoke if there is no fire

there is a long established code called " let your profit runs but cut your losses" this is the mantra everybody is talking about. how you do it is anybody guess ? have a great day

load factors, jet juel and USD are the 3 key factors. load volume is increasing ( China & IndiA ), jet fuel hedged 90% USD 55 per barrel ( going forward 2016/2017) might be a tad lower USD 40 - 50. last but not the least USD has more or less stablished between 4 - 4.20 price range against last year wild swing ( 3.6- 4.3 )

Deloitte ( the auditor ) throw in their letter and resign as 1MDB auditor after the long draw out saga on their auditing standard(s) ???

quite true but this time Malaysia ( ah jib gor) is not a big fan of MAs. with a new CEO replacing the outspoken Mueller . Union demands things to be done differently unlike Mueller cut first talk later. 20,000 (less 3,000 ) = 17,000 ( some employed on contractual is still a big block of votes. political interest overrides MAS

Icap (TTB) missed out on the market by being too cautious. you have your good points being conservative ( but at the same time ) strong possibilities of not hitting the jack-pot.

Holding cash during recession applies when there is a sustained drop over a long period of times. with zero interest ( Japan, Europe , US ) a marginal rate rise actually helps to stimulate markets.


China, Britain and Germany are all armed to teeth ( Monetary policies ) to
kick start their country's economy. people are all chasing for higher rates across the globe

maybe we should look at this market objectively. minimized your portfolios to only 4- 5 counters. do not overdiversify many counters. hold on to those counters making profits and cut those loss making trades. this my personal view.

to time the market. you need a magic crystal ball. nonetheless, only trade with your excess cash not sell your house . what happen after selling the house the market goes higher. murphy law.

we are living in a challenging times with lots of uncertainities. but danger create opportunities. it's up to us to make use of this opportunities (to create value ).

LKS ( Hongkong superman ) also time wrongly what about we mortals. he bet big on Europe but with Brexit and the IS killings ( he needs to hold on to his investment ) DOw was not everybody cup of tea. but look at DOW historically high.

Cheers. last reminder dont sell your house , car or your w_fe etc

competition is always there. MAS ??? bloated contracts & bloated workforce. Managment half awakening. not from MAS -competition coming from other(s) VietJet, JetAir

TF/ KM will be the most happy shareholder ( if AAX ) goes back to the original IPO 's pricing. nonetheless, AA from $1.4 recover back to >$2.80 shows nothing is impossible. perception change. AAX needs to turn in a more sterling qtr result before investor interest can rekindle. alot of FF are still holding on to their IPO ( after average down ) i believed their costs should be around $0.60-0.80 ( depends on the timing and volume lock in )


low price counter may turned into a gem provided numbers are inspiring. loads , cost, operation factors especially the CHina, India and other regional tie ups may be the catalyst for a turn around stories. Happy trading

this year crude trading between Usd 40 - 50 need to wait for their qtre result

AAX group typically hedge 6 - 9 months of the fuel. subject to price factors. lastvround hedge between Usd 55-60 per barrel lock in at several tranches

PWF -W newly listed warrants 23.5 - 28.0

PM is quite confident that based on the support he enjoys within the entrench UMNO (BN) . He see no challenger ahead for the prized PM post. plays it right
by cutting rates, opening up the economic sector, HSR roll-out, nudging off opposition dissent, favourable market incentives , steady oil prices above > USD 40. He will pull thru with solid backing from rural voters

all the stocks picks are fairly cautious and already priced in. quite unexciting selection

cancellation of overpriced Eagle High Estates good for FGV. save money and less problematic

coming qtr result out either 25 or 26 august. should be positive Q Vs Q basis. look for upside

chart wise need to break 90 cents first

next Qtr result should be out next month in August ( 25 or 26 ). Look for more upside ( be patient )

quite true. ah jib gor needs all the support from Felda, Risda, Felcra, Fama, Small-holders and all the settlers.

Indonesia once well know for under table money transaction. no money no business. Now MalaYSIA OUTRANK our neighbour interms of publicity.

KLCI down hit by negative perception on the 1MDB (Dept of Justice action) telecast live

there is more things than what we know and what we see. recycle dirty money thru casino ( paying thru wire transfer ) have so called legitimate transaction. cashing USD5,000 cash chip by others cannot be traced. this is the way to legitimate your ill gotten gains. the casino knew this type of dirty monies transaction by who cares. drug dealers do it our Jlow just follow. he is a flashy playboy not a gambler

many people thinks the whole world owns them a living. in reality, nobody owns them or me anything. we work hard yet sometimes get blame (or we work hard , others claim the credit ). man. this is real TV show . no second take

there is no right or wrong or any short cut to success. age is secondary what's important is the person attitude and willingness to learn and absorb the values of successful people.

many seminars are help to teach people way & means to invest. open your eyes and like always i tell people do your homework and understand the subject. it's good for the young to know about money.

the young have their own ideas what's right or wrong. nonetheless, concentrate on your studies (if you are studying) for those working try to improve your knowledge and work hard ( success is depends 90% on hard work and 10% on luck )

another thing when my peole tell you off it's ok ( dont make it an issue ) take it as life learning part. when you graduate and start working there are worst things happening in real life. this is my advice . nothing personal

you can trade but not on margin. margin works both way either you win more or you lose more. my advise to people trade within your means ( never borrow money even though everything looks rosy )

not only FGV. everybody monies ( become money in his bag ) or like the wolf of wallstreet says . is a gift

got conned by the wolf of wall street - deception of the worst kind. it's a gift

wolf of wall street is here

looking at the previous qtr . FGV profit dropped >90% ( Q to Q basis ). Worse is over after all the kitchen sinking exercise done by the new CEO and his team. Hopefully, better days ahead for FGV

Official No 1 will blame the CEO and the Board of Directors (1MDB) failing to discharge their duties prudently. the auditors ( Deloitte ) has signed off the the past accounts . Laws of US does not apply to official no 1. the blame will now goes to the Board and the CEO at that time of the transaction. or a worse case basis. somebody will slap with a fraud charge and put behind Kajang hotel. official no 1 has no management dealings on the 1MDB (only the CEO) execute the JV agreements with the Board authority

is going to be long drawn out case of 1MDB by the Dept. of Justice. the magnitude is downright shameful on our country reputation. No wonder KMPG the then auditor refused to sign off the accounts. After that Deloitte came in and signed off the audited accounts.

Tony Pua has reported and highlighted this issue but nothing whatsoever has done to suspend, investigate by the Audit Board ( on Deloitte ) . are they immune to any proceddings ???

You can donate to charity and do social work ( but you need NOT tell people ) what counters you are investing, buying or selling. this is something i need to ask ???

Ringgit has dropped from 3.98 to a dollar at the start of July to 4.04 as at yesterday

you are not the only one. most people too scare to buy when price going up . but when others counters trending downward they go and average it . we learn from experience. do your homework

not watching little son but already carrying the bABY. please grow up fast-fast.

AAX now become AAzzzzzz ( everybody switch to AA )

change of CEO brings about new direction

TF is doing good PR for AA

the DAP ( LGE/LKS ) is taking a big risk if they called for a snap (Penang) state election. coming from Penang, the ground feel is really unnerving. DAP (Pakatan) may still hold on to power but they may in for a big surprised.

Fighting BN without a united front is starting a war without adequate food resources or ammunition. Ground sources says UMNo will win all the 12-16 Malay seats at the expense of PKR or PAS. GRM (MCA) will 2-4 of the mixed seats (leaving DAP/PKR/Amanah with just a slim majority ) We need to remember the Malays hold 45% of the vote in Penang

What happens if 2-4 of the ADUN jump ship. DAP (LGE) will be a state of Coup de tat. At times DAP (LGE/LKS) must not underestimate the might of the BN. Money is kindd . This has proven in Sarawak , Kuala Kangsar, Sungei Besar, the fall of Perak. History ? never tell lies

MAS or whatever names are in for tough going. bloated work-force, reduced connectivity, less destinations and ageing planes will kill off any attempts trying to compete in today LCC enviroment. even on his own turf people prefer other airlines. you asked tourist or foreign workers coming in . none of them used MAS ?

correct. please share your ideas but do not slam others. i came back from a trip to Malacca ( wow ) i was caught by surprised the number of China tourist on transit from Singapore - Malacca. Mind you they are staying at 3-4 star newly built hotel. Myself and others all staying at Budget inns. Even the Mama stalls (can accept Chinese Yuan ). I did the translation on behalf of the Mamam Restaurant and the group. The local inns put up' Full House " Tourism is big business. The latest China news expect 200 Million - 250 Million mainland Chinese expected to travel overseas for their holidays. HK and Macao is not their favourites. Asian destinations are the top travel destinations. Bangkok- Bali- Malacca -etc

FF manager normally do their book balancing every Qtr and lock in profit to achieved their targets. AA share price start moving up at $ 1.80- $ 2.00 ( end March period ). Big FF needs to take profit at FH period. Typically FF have 2 or 3 portfolios. one for trading, one for dividend plays and the other for capital gains. this is to reduce their risks and even up their returns. EPF and KWAP have their own investment team plus funds tasks with handling their portfolio. Normally the size is between USD 10 Million - 20 Million each. EPF on their own have outsource to 8-10 internal and external funds handling their investments. just my personal understanding why the selling and buying by EPF.

bear in mind there are sellers and buyers at both end. no counter will move up in a straight line. you need certain feel good factors to push up, market digest, folllow consolidation and move higher in between plays. big money needs patience

Crude price trending lower. analyst expect oil to jump ( Turkey coup ) But
Oil continues to trade below <USD 47 per barrel. beneficial for Airlines

you can learn from the best teacher whether you can applied what you need is entirely different. Without offening anyone. there's a book in the bookstore called " Grade A student work Grade C student. Grade B student works for the government" read it

the drug (taurax) is a breakthr but still need FDA final approval. this is something really testing and diffcult to judge ( the strigent FDA process especially on medication widely use on ageing process)

need to be patient and hold for long term