Bplant have already turn around. Wait for coming qtrs result. Treat this as a 6mth FD deposit. 52 - 54 sen price ranch good to enter. Just my personal view

Operators don't have deep pockets to push the counter up. They need other syndicate's with $$$ to play. You can asked but you also need to have a game plan with their bosses

Today is T2

Zuelig Pharma is the largest vaccine distributor in Malaysia. The MOU is effective from today { subject to regulatory approval} for import, manufacturing and distribution rights

Market jittery over MCO 3.0 lockdown threat. Investor playing safe.

Edge reported today. LTAT {SCR} price is fixed at 90 sen for Boustead

Holding well. Despite this afternoon jittery & sentiment over MCO 3.0 threat of another lockdown. All because of euro Eurohambers internal memo with Miti

Everybody is trying to uncover a hidden gem.

Bioalpha is a OBM { original brand manufacturer} in China, the manufacturing plant is located at Guizhou, China. They have tied up with Yonghui superstores Ltd { a company listed on Shanghai stock exchange} their recent rights issue may be used to fund their latest collaboration on vaccine related business. Just trying to fig out and digest what's happening

LTAT was unable to declare higher dividends for the past 2-3 years due to mark to market Boustead valuations write down under the new MFRS guidelines. Boustead is the biggest LTAT listed investment portfolio. Boustead shares was hammer down due to prevailing low CPO commodity price in 2018-2019 and large acquisitions cost for their Sabah land in 2018

MITI or MOH cannot implement a lockdown. PM is the one to decide. Euro cham head later issued another clarification. He said this warning was issued to raise awareness and seek cooperation among members to control the pandemic to avoid another MCO. Manufacturing and construction sites are the main clusters

Bstead big funds manager still negotiating { or waiting } for the price announcement. Believed their entry points much higher. remember Bstead is previously a dividend play stock. Last 12-15 months Bstead trading at a much higher price level above 1.20+. NTA is at 1.85

LTAT hold around 59% KWAP 9%, institutional 5%, Funds 5 %, Tan Sri Lodin 2%, public spread balance app. 20%. Just a rough estimate on Bstead share spread

Yes. I believed so. What 's exactly is their game plan

Big blocks transacted at higher end

Profit taking after spectacular performance

holding & pending LTAT announcement next week

Bioalpha suffering from depressed sentiments and unfavourable review on their rights

Betw Kpower and Serba performance is using a outdated myvi vs X50. Serba was disappointing compared to Kpower price jump

SCR { selective capital reduction and repayment scheme of arrangement } takes app 10- 12 months to be implemented from their date of submission. Using Degem application { SCR } to Bursa last year. Their application to Bursa to delist via SCR was submitted in Sep 2019. Degem was last traded on Bursa on 5 June 2020 at 1.09 .Degem was delisted in July 2020 at 1.10. Whether SCR or otherwise LTAT will opt for the fastest route based on their needs. Just my 2 sen take on the Boustead saga

goreng up good for everybody. Khazanah, William and minorities shareholder.

Bursa Malaysia rules on delisting
Acquirer parties must have more than >50% of the company shares
>75% of the shareholder agreement
>90% of the shareholder approval can the company be delisted
If >10% objected disagreed. Delisting can be rejected
LTAT & related parties needs to mop up more share { to ensure Boustead delisting is successful

Boustead owned thru AXA Affin Life insurance and AXA Affin insurance { l licence highly valuable} not forgetting Affin Bank, Affin - Hwang capital. All licence"s control and requlated by BNM. Foreign parties will be keen to acquire their stalks

Key points on privatisation. Acquirer

LTAT needs to announce and reply to SC on their plans on or before 2Feb. Another 10 - 12 days to go

Boustead rich in assets. Sold their Royal Chulan Hotel, Bukit Bintang KL to Royal Hotel, Singapore for 174 MYR. Their Hotel chain built at prime locations { KL, PJ and Penang } Not forgetting other prime assets { UAC, BHP petroleum, BPlant actions, Affin banking group, BHIC fabrication yard , Mytown, 1Cochrane, Mutiara Rini} Serba paid Petronas 320 million for thier Ramunia shipyard. Work out the figs literally

Definety something is cooking with the edge report. Look at the volume transacted this morning

Belt land :Jan-Mar CPO avr prices forecast betw 3,800 {Jan}, 3,700 { Feb}, 3,600 { Mar} by trade analyst. 2021 full year avr betw 3,250-3,400 by funds

BPlant resume their dividend payment to their shareholders. At this price level hold it for future gains

A very rewarding time for minorities holding Kpower { exceeding our expectations}

Dr Yu { a low profile but shrewd investor } who single handedly take on Quek leng Chan { HL} proposal to privatise their unit

Boutead new MD { shazalli ramli} & LTAT new CEO { amrin awaluddin} have to prove themselves worthy of the appointments. Amrin is former Boustead MD { before taking up LTAT CEO position}

Analyst has not fathom in the floods that hit Sabah, Johor, Pahang and parts of Perak area. rotting fruits bunches will impact production and affect the estate's Oil per ha

Emergency declaration means no major decision on policy matters { projects implementation} can be put on hold for the coming 6 months.

PN prepared to sell and let go its government control assets. CANCELLATION of HSR raillink may caused Malaysia to compensate Singapore 837 Million { SGD 270 million}

Umno AGM fixed on 31/1.vote to leave Moohidyin

Big players watching and accumulating after recent sharp retracement

Restocking during Dec-Feb CNY festive period {bolster and up demand in China} . China celebrate their CNY golden week holidays from 11/2 - 18/2

Just a paradox. Private placement increased number of shares . A piece of roti is shared by 1165 people { with the private placement } number of people eating the roti kosong roti kosong { after private placement} is now increased to 1,600. Current shareholders shares of roti is halve. Roti kosong is without sauce or curry. GPACKET is a nett loss position for the past 4 years

LTAT needs to finalise Boustead announcement before you can see any sparkles

SOP closing very dissapointed. Lack of holding power

Palm boy - last announcement building hi tech industrial park

Golden shares : too many false hopes anouncement. Digital banking licence tie up was announced by Gpacket way back in May 2020. Only now Jan 2021 did BNM announced their guidelines. The last date for submission is 30th June 2021. In Singapore out of 14-15 applicants only 4 were successful. 2 full licence and the other 2 control licensing { under strict terms} successful Companies need to plough in 400 - 500 MILLION for the new business.

Good article on supercomnet medical related business.

A lot of fake, hearsay or unfounded news spreading around what's app group being share. just be mindful and not go overboard

Sideway trading till PP finalised

Business diversified and moved into medical healthcare related segments

Mana ada goreng - trending lower

Keeping our fingers cross. DJ index jump 438 points

Production cost is betw 1,500 - 1,900 { subject to mature or immature palms} vs CPO selling price of 2,700 or 2,800 where the export tax kicks in. This is without taking in the palm kernel credit { For local planter's who do not export their CPO} this export tax does not applies. Only big producers { FGV, IOI, Sime, KLK, HSP, IJM} with downstream channel part of their products thru the export market