Time for MS to ride up the ladder

Yup holding and waiting for the Dividend

DJ up 300 points. Time for BJ rebound

Calvintaneng : agreed BPlant is a deeply undervalue gem and overlook by most investor. Need a big buyer to unlock their value { a dawn raid }takeover on Bplant

3-4 years of mismatch fundings, expectations and mismanagment result Boustead Group from a true blue chip { dividend play } into a penny stock. Well established business modeks means nothing if the CEO or management is not focus. Privatise and see how well true entrepreneurs run Affin Bank, Affin - Hwang, Boustead plantations, Pharmaniaga, BHP petrol, UAC cement, Mytown & Mutiara shopping mall, South Port, port klang tank installation, BHIC not forgetting huge Property land banks

Cpo breach $4,270 per tonne record but plantation counter { prices} still lethargic & struggling to gain momentum

My apology. TSMC plan to invest USD 100 billion over the next 3 years to grow its capacity. TSMC is Taiwan biggest chip producer & contract maker in the world

Mr pang72. shared your same feel. Chips production have a high initial start up cost. Look at TSMC to invest 100 Billion to grow capacity { Read that again 100 billion}

Better open online either thru Maybank or cimb

Keep cool. Some people play contra or day trade, some play short term, others into long term investing. Everybody have their own style. Just shared what u have or hear about DNex.

We have 2 or 3 of the World cutting edge industries currently. In the past was the tin and rubber sector. In the 70's-80's was the electronic & crude oil industries. 90's - early 2000 was the golden crop and later morphine into the palm downstream industries. Prior to the pandemic outbreak we have Musang King mania. Gloves was the darling stock last year. Very few people is aware or realized Malaysia is home to one of the few smart chip manufactoring plant here. SILTERRA is supplying & exporting their chips in the world market. All you need is a entrepreneur to drive the company forward

This is not a buy call { just a wide guess} DNex acquisition of silltera factory with their Chinese fund may indicate a possibility of floating silltera chip factory on the HK or China bourse. Chip shortages have hit the automobiles, home appliances and the smart phones real hard. Floating of Silterra business on the HK or China exchange will be a win win situation for Khazanah, DNex and their Chinese funds. Don't you think so???

Horse trading is the new norm

Didn't expect TG to drop below 5 { strong result and good dividend}

China, HK, Taiwan market closed for Ching Min. Don't expect active funds participation this 2 - 3 days

Gtrade - alot of retail buyers was conned by false promises and grandeur promises. What started off as real telco player finally degenerated into Jack of all trades { after selling the company telco
} JV with China partners turn sour, hi tech technology park turned into a non starter when the park was park under owner own business venture, the hip up kippieplay app turned out as a run of the mill app, the much touted KYC GP app { instead plenty KYC is available in the local market.} the so called miss silltera acquistion was another big grandieous scheme, digital Bank licence application is still pending despite GP floating the idea since last year. Now is the 5G play.???

Without disrespect to any parties. Smaller glove makers still have they own niche market { but the bottom line is their board care for their minorities } TG may not be the best of the best but having said that their boss did try to support the share prices by splitting the shares they bonus and paying generous dividends. Rubberex make record profit but never paid out a single sen dividend. Big boss disposed his shares but never buy back { even price drop to 1.00 - 1.05}

Nicholas 99: yes limit up for DNex but for GPacket { opportunities lost and always unfulfilled promises } read that again

This put a stop to all the spanners claiming the government would make a u turn on the Dnex-siltera sale. The sale was approved by the Khazanah board members inclusive of the PM himself{ Muhyiddin, Azmin & Zafrul} Syed Zainal was hand pick to head DNex. Cheers for the announcement

US very biased against Asian enterprise. Look at palm oil now gloves { totally unjustified { more on trade issue } China huawei is a prime example

Market bad. Ci down 30 points

Market bad. Ci down 30 points

Overall sentiment is bad. Ci down 30 points

Overall market local sentiment hit by political uncertainty after the umno AGM. PM today held closed door meeting with the Umno minister} nothing have changed except Umno will continue their support until the coming next GE15 { due in year 2023} or Parliament is dissolved. Parliament is now not in session after the covid emergency proclamation { or after August when Parliament is reconvene}

Try to look for the latest presentation? ?? Not the old one { in Dec 20} pls shared the link

The directors are laughing at us. The company make money, directors enjoy the perks. High price they sell first and left the minorities holding the baggage { plus zero dividend}

There must be a solid reason why investor's are willing to exercise the warrant into mother share { 35 +50 =85 sen} and wait between 14- 21 days before the shares are credited into their CDS acc. Out of the16 million warrants issued in year 2016 { a large portion already submitted their warrant conversion} The price and manner of payment to Ping petroleum owner is structured {one portion is paid in cash another via thru shares} the payment in shares is based on 5day VWAP of DNex shares 2 business days before completion day. The shares of DNex has slide back from the day high of 1.05 to 88.5 today { exactly 1 week ago when the shares spike up} myself is not an expert. Or an investment expert { just giving my one eye view}

Some parties are asking why the low Esos pricing

Record earnings not even a single sen paid out for their minorities

GE15 coming. Needs warchest & fundings.

GE 15 coming. Needs warchest & fundings

GE15 { needs warchest & fundings } best way is to "goreng stocks" not Glic blue chips but plc bumi counters. Umno MT council tells Bersatu I don't want u. Umno tell PAS you can choose your bed partner but I also have my option. See how the market reaction When market open

Good & promising counter can keep for long term future growth.

DJ closed above 33,000 mark

DJ break 33,000 mark

Super, Harta, Kossan all lower plus today is Friday. Hard for Rubberex to break thru

Bplant Estate at Trong, Perak call the TRP Estate. Big Estate with own oil Mill

Boustead used to be a dividend stock play & a firm favourite with funds manager. If I remember correctly used to trade around 5.00+

Umno general assembly - clear direction & bearing on the PN government survival.

Some parties are still harping on the silltera deal { citing Gpacket rejection} by Khazanah. Khazanah has put on record that it's favour the sale to a local consortium over foreign parties. DNex was pick and selected over the 3 or 4 foreign parties. GPacket never put in their own bid { only NGV a foreign JV put in their bid with different price offer based on the holdings of their foreign shareholders} tied to the foreign shareholders percentage.

If the fundamental's are solid it's matter of time the market will reprice the counters. remember the early stages of the Glove mania where nobody believes the covid pandemic could rewrite the glove sector outlook. Cpo prices have been trending & creeping upwards starting in June 2020 and hit the $3, 000 per tonne in early September but analysts have not upgrade or raised the sector outlook. Since February 2021 {CPO prices} have surge past the $4,000 per tonne mark. Yet the plantation sector have not the reap the benefit from the uptrend. Cpo prices is at their 12 or 13 year high { yet plantation counters are still mirroring in the 2018/2019 price range { CPO sector was at the doldrum when prices was averaging between $2,300 - $2,500 level } versus today price range of $4,000 per tonne. Plantation companies needs to change their strategy and reward the suffering minority by rewarding good dividends { instead of conserving their cash reserve} Any directors reading this article. higher dividend will indirectly upgrade your company share prices

GST tax refund of 37 million +{ BPlant}

dividend announcement date {with reinvestment option } expected betw June/July. Invest for long term {1 to 2 years} recovery play a more attractive than REIT. just my own personal view

What's disturbing is their own director and major shareholder disposed of around 49 million shares in Rubbrex { November 2020} when prices was at $2.08 - $1.92. but till now when prices have drop & fallen to a low $1.00 - 1.11 { the past 4 months} he has not buy back any shares at this level

Warrant conversion 10,689,600 exercise in March { trade & fund houses redemption }

Disposal of the cruise terminal { 230 million} and sale of Royal Chulan hotel Bukit Bintang {197million} non related business is just the beginning. Stragetic sale of other non related
business eg car rental leasing and Kao trading may follow. Not forgetting their valuable
holdings of prime land in Penang . 1 billion in funds easily can be raised without touching
Their core business { Affin, BHP petrol, UAC, Mutiara Rini, 1Cochrane, Pharmaniaga etc}

Second interim dividend 0.5 per share announcement today { ex date 7 Apr}

DNex warrant expiry date in July { but u need around 2 - 3 weeks time for the conversion } to mother share. logically if the mother price is substantially higher} you can bet 100% conversion. Just my own personal view that more upside for Dnex

Starting from year 2017 till now 2021. Out of Gpacket 16 qtrs result. 15 Qtrs are loss making and negative. ONLY 1 qtr result is positive. Can we still trust him?

Global chips shortages have affected & hit major auto manufacturers { Ford, Toyota, Honda, Nissan, Hyundai} the little chip is used in everything to monitor and control engine performance, info system right to multiple Household appliances and smart tablets} supplies has simply dried up