Can we trust their buy call? Do your homework first. Short term { TSH } need to break a strong breakout at 1.15-1.20 resistance

Bank counters dragged by Maybank lack lustre performance

Kpower still a buy pending finalisation of the share split and free warrant distribution

Thematic fund { rubberex} coverage under RHB investment

GI healthcare { Tan Sri Leong } sponsored the 10,000 vaccine anti bodies doses for Malaysia. Truely well thought out plan by Tan Sri Leong. Syringe manufacturing { plastic division}, gloves { PPE }, vaccine { GI healthcare }, building construction { Mah sing}

Cumulative 3 Qtr result totalling 84.328 million { PBT} ending 30 September. 4qtr result forecast to be much higher than the 3Qtr result {34 Million} PBT

Plastic syringe under Healthcare

KYY post on AT

A lot of vaccine news but this HWGB still stuck at 73- 76 range. Air Asia and banks fly

Totally unacceptable a well run company Batu Kawan { KLK } buying a shit and paying a Premium during this covid outbreak. EGM please voice out

Prices up and down quite normal fo. What 's important is your trading plan. Hit and run or hold

Oil palm counters wave coming. Expect good result & dividends coming qtrs from plantation companies. Larger size planter's will be the main beneficiaries of rising CPO prices

Expect coming qtr result to double { higher CPO prices}

XxxXzz yes totally agreed. Cpo hitting their highest prices last seen in 2014-2015 period { > 3,200 - 3,400 per tonne} a combination of fundamentals and weather

It's land bank is huge { 92,312 Ha} much larger than other mid caps plantation companies. Planted acreage will increased proportionally same goes for its mature acreage. During high CPO prices its a number game { exactly the reverse during the slump in prices}

Bplant has acquired 11,579 acres of oil palm land from Dutaland in April 2019 plus in 2018 another 4,915 Ha {12,145 acres} of land in the district of Kinabatangan and Labuk & Sugut district { inclusive of a oil palm mill } the 2 acquisition will boost and increase the CPO /PK production of BPlant. Coming qtrs of higher CPO/PK prices certainly generate good income { during this time of the year}

XxxXzz looking at SOP production vs average CPO selling price for last qtr. Profit should be higher ranging betw 90 - 100 Million. Just my own view

Their MTN { 1.2B} was oversubscribed. Forthcoming 2qtr result expected to improved further

Tough and not easy to grab the low lying fruits (whenarmada) ikan bilis like me will take a calculated risk { soft approach} to buy what the. arket trend. It's risky but better to fight against the market favour. Just my own view

The Board decision to split the shares and issued the warrant is to increase the free floats of the Kpower. Big investment funds have a certain criteria for thier long term stocks selection. A bigger free floats plus the company performance will attract more big names to thier share list. Imagine names eg. Temasek Holdings or GSIC

Caveat emptor- many goering counters pump and dump

US hit a new record daily 170,000 covid infections. This pandemic covid outbreak wont go away at least for another 1-2 years. Even with a vaccine not everybody would get the jab

Never moves. NO players goreng this counter zzzz

Expect profit taking after last 3-4 trading uptick. T+2 contra plus people locking in after gloves headwind. just my personal view

Pharma and Dpharm has the distribution logistics & network to distribute the covid vaccine in Malaysia. Coldpressed stores and logistics { special trucks} are needed

Without prejudice - Labour & manpower issues has always plaque planter's in Peninsular Malaysia. in Sabah & Sarawak is less severe. Presence of undocumented migrant workers in both the States {Sabah & Sarawak} has somewhat offset the pressing needs

Indonesia is somewhat different with certain regions facing worker's shortages. Kalimantan Timur has workers related issues compared to Kalimantan Tengah area. Workers preference for certain areas and companies partly contributed to this shortages. Big established planter's do not have this issues only the smaller ones. In addition local workers are very parochial and protective against other migrant groups coming into their areas { Dayaks in Kalimantan}

Good for banking stocks. BNM says no more blanket loan moratorium { citing certain law makers} but only targeted groups

Looks like insider trading

IB will be giving their review & price uptake on Kpower

Windfall tax applies if CPO exceeds $2500 per tonne for Peninsular and $3000 per tonne for Sabah and Sarawak

Pbb never fail those who believed in their value

Sideway trading

Gloves counter consolidating before next move

MAH SING needs to speed up thier production schedule. Timing is everything

WHO says China made vaccine just as effective vs Pzifer

Targeted at least 4.00 by next week

Cpo price trending higher harlen estate direct beneficiaries

Didi7349 - wait and see what CCP have to tell in the FB session

Expect SOP earnings to grow YoY { uptrend of CPO}

WHO will fast track emergency approval the vaccine's for mass usage if there is not any adverse side effects and proven effective { even it's not 100% }

Standard sampling result takes time for regulatory approval { WHO fast track emergency approval} if the vaccine's is effective and not have any adverse side effects { even not 100% effective will be allow}

Gloves fundamental remains unchanged { cited by funds manger and investment houses}

US recorded 131,000 { highest daily infection} yesterday. Worldwide infection hit 52 million

Gloves should rebound today. Follow the big 4 taiko

Gloves are estential part of PPE in medical and general usage under covid or any other outbreak

PBT result { before EBIT and amortisation write down}
Qtr ending 30Sep. - $ 7.582million
Qtr ending 30Jun - $13.539million
Qtr ending 31Mar - $ 34,982million

3qtr cumulative losses - $ 56.103 million

avr CPO up +$900 {+37%} Y-o-Y
Nov 2021 spot 3,400 { as at 10/11}
Nov 2020 spot 2,490 { last year }
Rsawit has huge land bank acreages totalling 92,312 ha bigger than a lot of its peer

Banking stocks was yesterday biggest winner. Pbb jump almost 2.oo

Believed gloves trading will be very volatile. Remember Malaysia is home to the world's biggest glove oriducers. FDI and IB will be looking at our glove stocks

Gloves rebounded after yesterday sell off