TP0.18.

Oct results should be horrible yoy. May push up before poor results announcement. Forever trading play only as LT most likely like many other property counters.

3 deputy chief ministers, getting to achieve shared prosperity. Bursa 2800.

Only epf or its fund managers traded and earn fees. LT dim. ST trading.

Approaching Oct.

Malaysian banking sector trading at all-time low against book value.... looks like foreign funds are more afraid of currency depreciation over a longer term amid possibility of bond exclusion from index or reduce weightage, and Q3 and Q4 bad results. Luckily local rich retaliers give strong support.

Still quite well supported.

Mixed views on Bumi Armada despite job extension..... ST trading play only as LT destiny is holland.

Only good for trading play.
Only very few property and construction counters with reasonable returns for minority SHs, the rest just trading on news, bad or good news.

Very attractive TP above.
Mbsb used to be good DY and EPF owned more than 60%. Only see its price dropped by 50% and with 2 consecutive losses, most likely no more DY.
$2.50 by 2021.

Young talent age 24 on board. Good succession plan.

Private placement investors are the winners most of the time.

Lack of disclosure requirements on who are those investors, relationship with bod, management etc. Already many private placement at low price, Lambo, Fintec, Binapuri, Bornoil, etc.

Outflow continue but rich retailers easily absorbed it. Q3 Q4 likely to be bad, priced in? Anyway, chief traders decide its direction but not fundamentals or weaknesses.

Still very well supported. Impossible sudden drop as believe it is monitored closely by chief traders unless surprise announcement on excluding from index etc.

Trading play remains as MT is dim as the bod and management are remain inside tunnel and occasionally announced new contracts but not much on profit or management cost deduction. 0.085_0.135.

Foreign selling on Bursa slows to RM350.8mil last week... That shows how rich is the local players despite billions have flight off.
Target remains 2800 amid potential improvement of corruption index under the current administrator as many cases most probably will prove to be innocent and improving investment environment from political stability.

Stake in 7 11 is a failure as it is most probably for individual agenda instead of minority SHs. Only good for trading.

Unlikely to touch at 0.01. downsides risk is only 2 sen.

Prospect is dim, mco is just a convenient excuse. Industry landscape changed, other then certain strategic locations where no other players exist, it can survive. The rest are facing competition where it has no advantages at all.

Tp=Genm? Of course not.
Tp exceeding $10 again, won't find the way too.
Trading play at best just like betting in casino.

8.4 billion loans, uum, quite low, why don't the smart management borrow more. Dividend, no idea when was the last time paid. Profit margin is negative 8.4%, not excessively bad.
Good for trading amid poor performance but many traders.

Raise 3 billion for loans settlements and operations, understood not meant for minority investors as better to fuel management and bod remunerations. Lol.
Bursa on its track to 2800 vision amid stabilize politics as mentioned above, potential improving corruption index as most outstanding cases are likely to be baseless.

Potentially negative:
... Politically, moon is becoming more shining and corruption becomes an acceptable culture.
... Environmentally, covid vacciness will take at least six months for mass production and our turn to get it.
... Industry landscape changed totally as neighbouring countries aggressively expanding casinos and offering alternative destinations for tourists.
... Dropping from any index will be a nightmare.
... Internally, expect another rescue plan by extending further commitment to US loss making entity bought from lkt, integrity in questions of many.
... Internally, minimum cut on highly paid bod, management and senior management remuneration, or in short, for all the genious.
... Internally, lack of management competencies as proved by long delaying theme park.
.... Internally, Q3 and Q4 will continue to be poor.
Only possitive:
.... Cash is still abundant to consume.
Too long because there are too many -ves but TP remains $2.50 by 2021, but no idea how low can it be in ST.
ST trading play, LT is unlikely to return back to historical high.

One off impairment continues to be misused by management and that shows incapability of professional body and authority to improve disclosure standards on the expense of investors. Just like a time bomb that can be trigger by management and bod at their wish.
How can assets suddenly impaired? Temporary shut down also can write off 148 million. If shut down forever, how much to be written off then? Lol.

2 billion project, profit margin negative 8%, uum, may be is better don't have projects.

...New chapter for Sapura Energy with power shift.lol.
Just take turn to be kaya individually but LT minority SHs is unlikely to recoup losses.

Kalau kali ini menang balik Sabah pilihanraya, saya boleh share prosperity lagi banyak. Lol.
Cimb ST 2.80.

Espresso... 90% occupancy rate, really bullshit as almost half of the hotels remain close. Lol. How many rooms were given out as complimentary?
https://klse.i3investor.com/m/blog/kianweiaritcles/2020-09-19-story-h1514205101.jsp

$2.10, priced in Q3 and Q4 poor results? No idea as chief traders will set its direction.
TP 2.50 by 2021. How low can it be, only lkt management and bod know better.

90%, really bullshit. Almost half of the hotels not open yet. Trying to mislead investors? Pay to write? Really objective view?

FTSE Russell announced in its FTSE classification of fixed income markets on Sept 24 that Malaysia will be retained on its watchlist, as of the September 2020 review.... if not interest rate uncut, most probably downgraded. Market remains intact supported by retailers.

Revise TP to $0.40 amid potential 3rd consecutive losses and worst performer in the industry. Unless plan to merger, no hope and don't hope.

Est below ambank price soon.

Bumi Armada JVs secure RM2bil contracts from India's oil firm... Believe no accuse of corruption later on like aax, sapu energy etc.

0.02_0.025.

Sime Seremban project has 90% take-up rate.... uum, enough to pay management and bod.

Tek Seng may soon move higher, says R Retail Research... analysts become gamblers nowadays, buy buy big or small but for trading only. LT negative. ST goreng.

Getting closer....0.20 average down target.

Below $5, worst is over. Shares buy back.
Below $4, worst is over, shares buy back.
Below $3, worst is over, sold treasury shares in late Mar_early Apr but only lodged on 14 May.
Below $2, uum, looks unlikely as number of SHs increased but big holders reducing.
Chief traders will set the direction.
TP$2.50 by 2021.

Believe LT continue to feed management and bod unless oil price surge high enough. ST trading play.

Whether eventually like sumatec?
ST trading play. MT negative as miserable nta is unable to support big projects unless $$$ call.

Still quite well supported. ST trading play.
Beware of company with huge intangible assets as may be written of during good time. Astro with high DY but huge intangible assets, only see its price down all the way.

Report good news first RM1.25b sales in 4 months.... then poorer Oct results. Trading play.

US banks named Malaysia a destination for money laundering, prompting the banks to flag various transactions involving Malaysian firms as "suspicious"..... no worry la, our relevant authorities are very smart. Cimb price will regain whatever it losses.

US banks named Malaysia a destination for money laundering, prompting the banks to flag various transactions involving Malaysian firms as "suspicious"..... no worry la, our relevant authorities are very smart. Mbb price will regain whatever it losses.

From above $10, fundamentally remains strong but is whether management and bod as well as external factors will press it down further. No risk no gain anyway.

Sapura Energy refutes news of bribery relating to Petrobras contracts.... I believe so, because they aren't rich.

Good.

No worry, company plenty cash to support. On another hand plan HK IPO. Citi TP 80 before split, plenty room to move on. Top will make bursa proud today, otherwise will drop a lot. Lol. Stay calm.

Believe is on its track to historical low. MT dim but DY may remains high on dropping share price. No idea if China Amway is part of it, local news is not encourage.

Shared prosperity. Lol. Will pnb chief wh o emphasizes on sound governance, integrity, performance base etc continue to pump in more $$$ in view of this development?