Correct word is dumped.

"Dip" is not the right word to describe what has happened.

Don't think shops/ companies will use such premium milk for their business. How to recover profit if use expensive milk as raw ingredient. Majority of FFB customers are end consumers.

Inflation is expected to impact revenue as people may tend to buy less or find cheaper alternative. Poultry sector may be impacted by increased of raw material price and overall cost of production. Will wait for the qtr result to see how great are the impacts.

Not expecting Sunreit has similar result jump as pure retail reits. Sunreit portfolio is more diversified including hotels and office towers which took some beatings during MCO.

Reasonable QR. Not much impact from war and China lockdown.

Price of packed fresh milk is getting ridiculously expensive to buy.

ASP bottoming and the share price is bottoming too. Hopefully this could be the best opportunity.

Have to observe the next two qtr result to evaluate impact of inflation, rising labour cost and supply chain disruption to QL.

Malls full of people due to EPF withdrawal and shopping for raya. Lets see how is the condition after this.

High borrowing, expectation on rate hike and increasing competition are giving great pressure to the price

It's expected after IGB posted it's result

IGB Reit should worth much more than this.

It has shown clear uptrend four days ago

@flytothemoon, just spend some time to read on the purpose of those borrowings. Sure you can see the difference.

@flytothemoon, what's wrong with high borrowing if a company able to make enough to serve those borrowings? The banks wouldn't approve the borrowing if they have no confidence on the expansion plan. I rather invest in a growing company with borrowing rather than a net cash company with no plans to grow.

@bang_miskin, you will never know. May hesitant to buy more too if I feel have enough position in a counter too. Always prefer to diversity my portfolio. Generally I think selling is the last option now as the market is gradually recovering.

@flytothemoon, how could you compare Yinson which has proven business model and solid foundation with a company which was selling dreams?

Investing in stock is always about opportunity > risk. Just go for it and patiently wait for return whenever opportunity > risk

Just look at the bigger picture. Long term wise was generally stable and performing. The drop was actually a good opportunity to buy in.

73% upside? Lol.. I only need half of it.

Just a small fire in kitchen

Looks like opportunity.

Not sure the dairy business is really profitable. Looking at DLady result seems flat for the past few years. Probably have to spend more on marketing and develop more variety of products.

Nice.. Construction play. Hopefully limit up soon

Great move by CMSB

Its very clear that crude oil price is not directly correlated to Dialog's share price.

Dialog fell when crude oil went up. Now crude oil is down. See what will happen.

1.38 was a very good entry

Ironically the price drop when people are getting less concern on Covid

This is not a fair deal. When others gone up, it remains status quo. When others fell, it takes the lead by falling hard.

CMSB is not a counter for short term gain. But once it go up, it can easily gain few folds.

Dialog is o&g service provider. Regardless of crude oil price, they charge same price for the service.

Furthermore, crude oil price is sky high now. Companies may not keen to buy at high price and keep in the terminal for too long. Upstream may focus on extracting as much oil now and postpone not urgent maintenance. Just my opinion.

Majority of its business in mid-stream. Disruption in o&g supply chain due to war is not good for the business.

Good lesson to VS. Never work with a wolf in sheep's clothing.

War is bad for Dialog businesses

Definitely a positive development for CMSB

Crypo may get boosted as more businesses may consider crypto as one of their alternative in trading. Sanction on SWIFT will expedite the development of other alternatives.

There are alternatives to SWIFT. Russia has expected this.

Only god knows how the situation would develop. But based on current condition, seems like the weaker side has to compromise.

Ukraine would be left with no choice if the so called alliances just give moral support. Foresee this will be a short war.

Biden is showing who is the real comedian.

Oil spike up was due to investors worry that the war would leads to multi nations conflict. Now seems like other big powers just talk big and do nothing.

Investors selling as if a missile may accidentally fly from Ukraine to Sarawak.

Nice result. Seems like construction is playing catch up after MCO.

Everyday boost on economy recovering and yet this one at multi year low.

Giving more dividend at the expense of future growth opportunity. Rather use the money to expand the business.

I foresee Petgas will be one of the main beneficiary from global transition to environment friendly energy.

Even lower after dividend