Safety of margin is here. Borrow the words from Warren Buffet

End of December is Boustead cut off point{for LTAT} mark to market valuations for their Financial Year. This has a direct bearing on LTAT ability { dividend pay out} Boustead is the largest investment and the mark to market valuation is a drag on LTAT performance and pay out. Past few years { LTAT} disappointing pay out rate between 2%-2.5% interest is far below KWSP rate. This is one of the reason why LTAT wants to privatise Boustead. Look at Felda and FGV. Remember LTAT members are armed forces. Government of the day need to keep the armed forces Happy. Just my own personal view

SOP underperformed { compared to its smaller counterparts } SOP bigger in size, output and earnings yet substantially lower compared to smaller United Malacca { 5.20 } or Chin teck { 6.90 }

TSH most investor overlook

Taann the forgotten one

Bursa still on

Kpower really outperform.

UAE thumps up approval for China vaccine usage { 86% effective immunity } other Middle East Arab countries officials also started vaccine trials

UAE thumps up for China vaccine usage

End of February { Oct/Dec } reporting

Range trading betw 88 - 94 unless upper resistance is level breakthru

Any higher dividend pay out or share splits will up its re rating positively

Plantation coynters in recovering mode not exactly a hot streak { bull run } maybe after another qtr result reporting

buyers will hold Kpower till the split date

Alliance bank owned by Temasek Holdings { Singapore} unlikely PBB or any parties will take over

Gen & GENM not for short term speculators

Last minute buying

Face mask price is an control item. Price of mask highly profitable back in Apri/ May {MCO period} shortages led to price spiral upward to 1.50 per piece { ceiling price} then

Me too. Bot at higher end when news of the wafer manufacturing news filter out {GP was succesfu}
if exit at 50 sen still out by 5-7 sen

Bioalpha board members { 4 of them are nominated by government} out of the 8 key management team { excluding the 2 co secretaries} by GOM and Mtdc} operation under William the rest control by the board

Private placement to Mustapha & other related parties. Right hand to left hand but at what price?

Inner circles believed CCP thinking of importing face mask from china

Okiedokie : the last announcement made by Khazanah on the ongoing Silterra saga sale { 2 Nov } after Khazanah revised and tweaks Silterra tender terms. The 4 bidders previously are from . Taiwan { Foxconn }, Germany { XFAB Silicon}, Malaysian { DNex } and Gpacket. DNex { Bumiputra owned }

AT 19sen. Just lock it up

Learner : agreed - this cow have plenty of meat & milk. can squeeze from either properties, land, malls, estates, banking, Brokerage and healthcare.

KJ announcement the government procurement of the vaccine is under direct negotiations { not thru any third parties} ie. PIZFER and Covax program. Whereas private parties vaccine procurement have no link with his ministries procurement

Solution, Bintai, HWGB all drop this morning

Any acquisition in the current F/Year need to provide { write down } the cost of amortisation and goodwill over the acquisition value. Same for Esos private placements etc. It's a cost to the company financial bottom line

Pharma, BPlant all higher than Bstead

US { Trump} don't have the vaccine reserve doses available. O ly China have the capacity and the reserve

Indonesia receiving China vaccine

Indonesia using money from the estates to fund the B30 program. This is to save the country foreign exchange currency.

Pure upstream & refinery operations. No Indonesia exposure

Buy high sell higher { prices are on an uptrend }

Indonesia jack up their CPO export levy. Good for Malaysian based planters

Disappointing

The vaccine theme play just started. Next year 2021 is vaccine health care

The vaccine theme play just started. Next year 2021 is vaccine health care

AT at 20 sen what's the problem. Just hold

Wait for opening. Britain led the floods of vaccine usage. Other countries will follow suit. Nobody like to be last in line

Time for MS to wake up

Rule of thumb : much easier for operator to push small cap instead of big cap counters. With the exception of companies under certain spotlights {their shares are undervalued, new developments, options explored or takeover by other parties}

Morpheius - too many coincidence occurances. smart money at works

Ignored the negatively but look at the bigger picture { u shape recovery or a v shape in 2021

abc123 :yup last count around 8-10 parties have announced their the intention to vention into glove manufacturing. Glove manufacturing is a new ball game you need deep pockets and the expertise unlike face mask

SBO price premium over CPO currently stand at USD 195 per tonne. Consumers in India, Pakistan and other sub continents are price sensitive.

21Dec EGM mah sing

gloves may lose the star glitter but the price at this level is still a buy call for the smaller players. Analyst's believed supply is still short until end 2021 { but the asp may be lower than the current peak } × still adequate margin & profit fir the producers

Stay safe, avoid any high risk areas

December CPO traded 3,690 per tonne