gold mining is under the State jurusdiction. They don't owned the land but have mining permit issue by the State ( just like bauxite ). Gold mining is quite hazardous. Pahang ( Raub area ) is supposed rich in deposit. the amount of gold recover is subject to Mining rights & payment of cess etc tax to the State coffers )

alot of funds window dressing. mid year closing (index link stocks eg. blue chips and mid caps )

same as proton perdana. rebadged old Honda model but claim fine tune by Proton

based on AWC chart the next resistance at 85

correction asdf. even dogs has pride

he was promoting and hardsell on CPO stocks. CPO prices going higher and higher ( just 1 month back )

pick up whatever AWC prior to the vote (June 23) Thursday afternoon was bad ( when leave was on the roll ) Friday ( No panic ) . Mon -Wed ( T3 ) at least now AWC started to climb back prior to Brexit vote

the drop in the value of the British pound has hurt those countries holding the pounds as their country reserve. China's yuan has officially included in the IMF SDR ( Special drawing rights ) . Possibilities other countries may diversify part of the currencies reserve into China's yuan. the Yuan may strenghten in the coming monhs. China monetary reserve has always remains a mystery ??? they are the biggest holder of USD etc

yes. agreed with investor

Brexit effects. punters & players cautious stand

Brexit effects. everybody cautious

food for thought. PBOC ( China) provide stand by credit today 170 Billion Yuan today. BOE (England) prepare for contigency 250 Billion Pound contigency . global Central Banks flooding the market with cheap funds

it's sentiment across the globe. people fear uncertainities

4.09 to a dollar with Leave vote (51% ) v 49% Stay

now 4.07 to a dollar

China avaition pushing out their own boeing engines. This is something interesting coming fom China to challenge the dominant position of the West

TF fighting for his banding rights . KLIA2 depends 95%-98% on AA group. AA has set up their HQ at Jakatra, associates co's at Thailand, Vietnam, India and CHina. He is no push over compared to the moribound ( MAS ) without any flight direction

AWC awarded mainteance contract 5-10year with state and federal government . same as toll roads agreement. slow but solid revenue. comcorp is different kettle ( boiling hot and cold )

what TF says make business sense. MAHB officials are sitting on their ivory tower they dont know how tough is doing business ( cause whether MAHB perform or not they still get the perks )

nothing is cast in stone. we need to adapt, adopt and change with this fast pace scenario. in the past , warren Buffee style of buy and hold strategy might work for Buffee but not necesarry for you and me. Unless your investing horizon strech more than 10 years. Theme play, future earnings, value rich or turn around stories each one has their own strenghts

MAHB must be blind to their own fault. KLIA2 is full of issues from day 1 until now * sinking ground due to soils conditions, flooded run way etc *) check out the toilets too. shit

KLIA2 is terrible on the legs . totally not user friendly. MAHB thinking more on shops rather on air travellers

what we think , what the board do and what Mr Market feel is three different things. Mr Market is illogocial and acts at its own whim and fancy. Moody and unpredictable. Today is a holiday just keep watch on Wall Street and FTSE.

other factors also trigger selling. PH toady and uncertainities Brexit (JUne 23 ) dampened any trigger happy buying

majority of the counters you have selected is not blue chip or growth stocks. dividend paying maybe apllies to only 4-5 counters. maybe (just a suggestion ) split your selection into 2 categories. long term holding ( capital cum dividend) and trading stocks without taking into dividend yield (eg growth stock or theme play.) just my 2 cents worth

Brexit = uncertainities + fear . wait for 23 june yes or no vote

Dato Thong seasoned stockbroker and a shrew businessmen. 2015 only 1 cent dividend. coming June is their year end closing. possibility of playing up ( one round ). company value rich but track record of rewarding shareholders ???

bar chart not so positive trending sideways

victory99. the good news ( new awards ) most likely be forthcoming only after the Raya break. customary for most state (DG) on leave at this time of the year.

if you and i on the same side of the story. this time AWC will be given mainteance rights again for new infra structure sites.

Hope more good news forthcoming.happy trading

people are playing safe. nobody like uncertainities

Yes.

i believed there is one critical point missing from the discussion. Tun Dr Mahathir and Kit Siang (both are associated with UMNO and DAP) rather than Amanah( the off short of PAS ). People tend to get confuse and uncertain where they stand. Pakatan could have done much better ( in hindsight ) they bring in reknown NGO personalities like ( Marina Mahathir ) instead of flogging the old horses. Amanah ( Mat Sabu ) ceramah saying Hudud is good also lost a bit of votes from the non muslim voters. Two words " wrong strategy and wrong candidate "

politics are hard to fathom. what's right need not necessary translate into support. In our multi racial society. race and religion will always use to garner support from the voting public.

the urban, semi rural or rural seats are different. bread and butter, food on the table overrides the big issues. can we blame them ??? We hope and pray that the country can have sensible leaders and thinkers who can map out the future of the nation.

from the pipeline . Ah jib gor may consolidate his hold by calling snap elections (GE 14)in November. This is to kill off any more attempts for the next 5 years. timing is good. 2/3 may be possible with Selangor as the prize catch. After Raya things will finalised after UMNO annual assembly

Mr Ongmali. good for you . nonetheless i am not in a position to say you are right or wrong. market come and go. what's important keep the bearing right. bull market go for the maximum. bear market go slow. sideway cherry picking ( if its available ) cheers

Buy and hold stock. Not pump and dump counter. same as AA turnaround story

Cameroon promises to cap immigration at 100K . Now latest figs shows 300 K migrated to England. British are snobbish they think still they are the best & brightest. Just like football they think (in their mindset ) english football is the best. ha-ha-ha

it's still dollar and sense. Britain contributed close to 10 billion yearly to the EU ( behind Germany & France ) barely received less than < 10 billion between 2010- 2104. If a Yes vote @ remain. Britain would renegiotiate certain monetary terms

already bot what else can do. just hold on for the special dividend

i dont have the figs with me but the big Q ? is the settlers better off before the listing or after FGV listing. Thus the settlers (themselves) from Peninsular right to East Malaysia have to answer.

Prior to listings. Koperasi Felda (I believed ) pay out good yearly bonus & dividends to all settlers. After listing the transformation into a corporate entity has somewhat muted their social responsibilities.

Let's not talk about selected localised incentives ( eg Pekan district ) we need to look at the broader picture. Hopefully, people reading this blog can share their thoughts

keeping cash is safe but not productive. find alternative option to invest. if keeping cash at the bank(FD )lock in for the past 6-7 yearsat say 3-4 % p.a. You have missed out the property boom which sky rocket 200% (app) from Year 2009 till now.

This is why generally anaysis do not really favour those conservative companies who keep lots of cash reserve at the bank and not investing it or paying back to their long suffering minority shareholders.

AWC Ex-date: 16 Jun 1.5 (special dividend ), 1 Jul ( Payment Date )

the PP (AA) to TF and KM at 1.84 will give TF/& KM leverage on their bridging loan financing. TF and KM maybe has other plans (which we are not aware) at this point of time. they are playing close to their hearts

market is not moving. might well divert from the topic. beware of Honey trap. first 500 then later snowball to 5000. just be careful guys

Mr Shark is prepare to play a waiting game . play big eat big.

as any licensed planner will tell you they are not allowed to take any position whatsoever manner to avoid any conflict of interest. what they do AND still do ( i.e. some ) might buy in another person account to avoid any issue. If they have any interest in any particular stocks or holdings they need to declared their vested interest. this is to share what the industry generally practised. i am not in a position to say who is morally right or wrong

bonus still too premature. higher dividends. Yes ( this will attract small cap funds ) with a declared dividend policy

British will stay on with EU . Government will ask for concession from EU

it's a rebadge old Honda engine. Proton better concentrate on their bread and butter Saga ( rather compare in the D segment ). Look at Insipra ( total flop )

agreed. stock picking is not evrybody cup of tea. you cannot be attached to any stock with sentiment or follow blindly the so called stock guru picks. it's important certain criteria is set (standards ) before you invest your time and money .