our tax rates are much higher compared to Hong Kong or Singapore. to be a regional center (we need the tax incentives to attract the Foreign talents)

the fuel adjustment will have a effect (rethink)on people whether they should changed their cars. just monitor the sale of new models (Proton Iriz) people fear this may not be the last of the increase. coming on before the GST implementation (electricity, water , rates hike on telco, loan interest etc )

very good write up. our police do not have the expertise (tracking) this malware hackers. the banks have to shoulder the blame for trying to cut down the use of manpower. the ATM are supposed to be monitor 24/7 by their IT unit. what happen ?

TA as a stand alone is losing ground to the bank back securities firm. trading has changed over the years. more and more people are switching to internet trading ( lower commission )

tony will want to exit TA and concentrate on his property (but at his own price) TA used to command a big chunk of the retail market but sadly alot of the big timers has switch to other firms.

we are all here to make money. let's not argue over trivial matters. whether you make or you lose (only you yourself is answerable) let make this site ( exchange of idea ) whereby everybody benefit. cheers and good luck

a review should be favourable for the existing shareholders ( owners)

inari is a good counter but market sentiment is not positive (after recent sell down) players may opt for lower liners and take profit on their profitable position. happy trading

the price weakness is temporary. even at < RM 2,000 efficient planters can still make a decent margin of 20%. what they predicted ( bank's stock recommendations target price ) is for you to buy (they are not using their own money) buyers beware

benalec like any other construction counters are affected by the recent sell down. most contra players and short term players are equally affected. only the blue chips are holding quite well ( eg CIMB )even if the quater's result is good the players may have cash out to take advantage of the sell down and lock in their profit. traditionally august-september is not a good month to trade ( there is always an exception) good luck

property value relies on location and demand. KL property generally is on the higher end. a lot of properties on the suburbs are mark up above the true market value. easy borrowing or easy credit is one of the factor we need to look into. property hype on high returns also contributed to the euphoria

prices may not reflex the actual net worth of the company. the company
may be great ( rich in assets valuations ) but the controlling shareholders are deem too conservative or the free float is limited )
the price may not moved and you need to hold on to this type of counter for a long time. there is no right or wrong in any style of investing ( as long trade you trade within your means )

the mega bank merger between CIMB-RHB- MBSB is a good case studies. with a bigger balanced sheet. the enlarged bank will have ample opportunities for more acquisition. CIMB is down but RHB is up. ?

RHB pay cash for MBSB. CIMB exchange shares swap with RHB and everything will falls into place. The question is on what valuations ? your guess is as good as mine

agreed ride on the big value cap ( eg. under performed counters )

whatever things we buy or we sell involve a risk. as long as there is a element of risk (in laymen term is a gamble ) whether shares , football, property whatever. you yourself is answerable

CA pricing and the mother share works differently. CA buyers look at the potential in future capital growth ( not necessary using the mother earnings as the basis. which is why always challenging to work on warrant using the standard calculations ( plus the conversion ). happy trading

yes . small premium on inari-ca compared to other counters. possibilities both mother & son move higher levels. Happy trading

CA play is only for those who play for quickie. leveraging on margin % against mother share. play big win big ( strictly for those with big stomach ) happy trading

something is brewing in inari. past 4-5 trading days low volume. today's new high plus strong volume. may be related to their corporate's moves (eg. shares split or rights etc )

something brewing in inari. low volume for the past 4-5 trading days. prices started climbing up new high's . must be related to their corporate development

the stabilizing banks are given a mandate to support the price within a set price range for a period of 1-2 month from the date of listing. B.Plantations shares (portion)allocation to retail buyers means the counter may be under pressure. CPO prices of late is trending downwards

el nino is a extreme dry & humid weather that affect plant yields ( 6-12 months down the road ). Plantations counter yield will not be affected now but next year production may be impacted. CPO prices hit by hit stocks and weak soy bean prices. plantation counters more for long term play

malaysia need to raise their BLR in the coming 3rd Qtr

the NEP have given opportunity to the rent seekers

taciturn. good for you to share the Benalec EGM

too many ministries. many overlapping. with the PM Dept having the most Ministers

ILB - you need to be patient. wait for the news on their asset disposal

everybody know of somebody son(s) or daughter(s) either migrated or is working abroad leaving behind their aged parents or young one(s). this is a common scenario in our society. where everybody is looking for better prospect or better career advancement. the question is ??? our country blessed with abundance of resources but the people ( especially the non malays ) are forced to seek better pasture in other countries.

Mr Koon - Nice of you to highlight the inherent danger of investing (based on blind faith) . i believed most of the readers browsing your blog has their own ideas (what to invest) Nonetheless it's always good to have a second opinion

it can happen or it may not happen. bonus issue is not the key. the key is inari (company itself ). bonus (free shares split ) is secondary. buyers invest in the company. looking at its fundamentals.

Mr. Boon agreed with U on the points highlighted. nonetheless investors need to know the background of the company " caveat emptor " happy trading

Mr Boon comments on ILB is logical to ask. to address the bottom line. lots of listed companies have boring business set up. not every company is a +A listed name of our local exchange.

the smaller co's (exclude from the FBMT 100 ) are mostly the struggling ones. hopefully we can ride on something big if ILB is a target of another Company aiming for a reverse takeover. look at Focal (now renamed as Ecoworld)

with a clean balanced sheet and a healthy bank balance. if i have big ambitions i will target this sort of small cap with shares holder spreads among the few big core owners. this is part of the reason the directors are buying in the open market ( not for the co's )but for their own account to mop up any excess shares available.

the directors will be notified by their company secretaries of any changes & new registration of shareholders. happy trading & have a profitable day

ILB can take a look. fundamentals supportive. reasonable well managed company. directors acquiring co's shares. chart wise trending upwards. happy trading

we need to be mindful of we write and what we talk. Tun Ismail (the late ) once said there is no absolute democracy but controlled democracy (to suit the powers to be ). Thailand is good example ( where over politicking )led to martial law.

Malaysian ( Chinese , Malays or Indians ) need to careful with their words. it can come back & haunt (you)in an unexpected manner. just be logical and argue with facts. the truth will always prevails.

You can cheat (lie) once but you cannot cheat (lie) forever

need to be patient with this 2 counters i.e. Gadang & Benalec ( need to monitor the volume and the tone of the market. happy trading.

bears are still in control. need to be careful during the high production months.

hikayat melayu is the source of malacca sultanate. whatever is it loyalty to the sultan or is to the people? the jury is still out there. we can ask whether the police or army to serve the country or to serve the government of the day. i cannot answer that question.

RSPO is not a true growers council. the name sustainable is questionable. the RSPO membership only have 9% (planters)and the balance 90% consist of buyers and NGO's. it's a western NGO's using the RSPO as a front to control the palm trade.

Tunku Aziz as an elderly person has his right to said his personal opinion. nonetheless, the younger generations ( 30's or 20's ) will not have any sleepless nights on whatever things he opined.

power corrupts (well without any position or authority) TI is just one of many NGO's in the country. Tunku Aziz being the elderly ( cannot stomach) the politics (of being in the opposition)

as an opposition groupings. you are shunned in alot areas compared in the government. i have always believed in whatever things we do ( do it with sincerity ) if you are unhappy and believed you cannot change ( just leave without the need to bad mouth anything)

Lim Chong Eu despite his fall outs with his political rivals at UDP, GRM, MCA or even DAP ( in Penang ) never bad mouth this people.

to be fair to everybody reading this blog. everything comes with a price. we should know our risk limit & investment time frame. good luck & happy trading guys

people ( well connected )or on the right track ( opps ! ) right doesn't means correct. will always seem somehow treated differently. we have in the past see how enforcement agencies have different set of rules for different people.


Ani Arope ( if i am not wrong ) was Ex Guthrie head honcho. this are the gentlemen of the past. our country needs more brave people of this kind ( without fear or favour) to speak out the inequality

I agreed with Mr Koon assessment that PR (DAP) has an edge over the BN ( GRM) candidate. However, the voters turn out will be the deciding factor. Both PR and BN has their core supporters.

With the Hudad law proposal hanging over the PR coalition. DAP may be hurt by the current sentiment. assuming 20% lower turn out by the voters ( either thru work commitments or disillusion by the PAS proposal.


a simple calculations means - 20% ( non malay support ) and assuming fielding a malay candidate may attract Malay support of + 5% to the DAP candidate. This means simple calculations shows - 15% votes for the DAP .


whereas the BN ( Mah ) support base may not varies much as most of the 20% non Malays vote is not going to the BN. the 5 % swing in the Malay vote may not translate into actual votes loss.


The UMNO ( BN Machinery ) is still very strong in their rural kampong base not forgeting the Perak MB comes from UMNO. most of their core (UMNO) supporters are residents in the Teluk Intan area. as such DAP may not have it easy this time. A 10% swing will be tough to stomach.

does not matter what others say. everybody is entitled to their opinions. we need to separate the wheat from the grass. good luck

kretam holdings started operating their own Palm Refinery at Sandakan ( Green Edible Oil ) previously CPO delivered to others

whatever the prices need to consolidate before moving higher. Benalec price has move up between 10 - 15 sen Contra players will be tempted to lock in their profit. just count backwards ( T=3 and T=4 ) days and check the volume. No counters can move in a straight line. this is just how i (myself) interpret it. happy trading

ride the Benalec momentum. if the funds are accumulating. try to hold within your limit(s). everybody wants to make money but opportunity do not come (easily) You need to gauge what can hold and what cannot hold yourself . happy trading

Palm in the past relies entirely as a food crop. but with the usage of biodiesel. the equation has changed. with strong Crude oil prices. palm will be cushion by the fluctuations in edible oil prices.

(oriental)malacca project quite substantial. smart money building up. inaddition Penang and Johor projects is waiting for regulatory approval. hopefully more good news to come. happy trading

high volume for the last 2-3 session (after lying low ) plus higher prices = possible new corporate moves or additional land awards. maybe worth looking. play is now on second liners Q & G, construction and property counters

ESOS is normally spread over 5 years ( vesting period ) each year entitled to 20% . the ESOS pricing is given to their directors & management. this is different from free share(incentives ). ESOS must be paid by the staffs either on their own or thru share financing. You need to look at their vesting period and the exercise price against the market price

good counter to hold after the family disputes has been settled amicably. their business profile (is quite diversified) except for their dividend yield records. happy trading