Price underperforming compared to its local peers

Temasak is equivalent to our PNB. They are Singapore wealth fund. DBS, UOB and OCBC is Singapore big 3 banking groups. Alliance bank has expanded thier domestic and wealth fund management operations

China Wuhan area under watch for the mysterious flu outbreak. Fear of bigger infected { due to
people travelling during this spring break) is worrying

A triangle base is formed. Limited downside but don't expect any major price movements. BEST IS range trades

Another form of mutated flu outbreak

Cimb adds Ammb, PBB and RHB on their add list

I missed out cwhen ekovest price hits 95 sen prior to BM announcement. If your entry price 80-95=%15 sen {19%}good margin if hold for 1-2 months

Why should Botak will let Ekovest or IWH slide further. All bad news already factor in. Remember ekovest price slide down from 1.20 to 50 sen before recovring to current level.

Problem of short sellers whenever the counters hit 30 sen. RSS and IDSS keep on selling

Mid cap banking counters is investor favourites. Undemanding PE ratios plus reasonable yields compared to high price banking perennial counters { which is taxing for average investor Joe}

Labour & fertilisers cost make up the bulk of a Plantation estate expenses. If you look at their current accounts both fertilisers costs & operating expenses are higher than other plantations {tier one} companies { TSH, IJM plant,HSplant } dont compared with IOI or Up. Income from Indonesia is equally disappointing incurring losses for the past 4 years

Last week of the year will see window dressing before the year end break. Ci counters will see strong support and rebalancing

First target is 4 level mark

Yup.

Capexp is view as a form of fixed asset investment plus savings write off granted by tax dept. However if its related parties transaction then the tax dept will scruntize with a fine comb. Aspion acquisition and Capexp expansion on their plants are long term beneficial for TG

Without prejudice to any parties. Ekovest result is not the best of the best. Botak controversial related parties transaction more often than not has caused ekovest Prices to slide down from 1.20 plus to a low of 60 sen. Institutional investors wants clarity on the thier investment not controversial related transaction. This is one area ekovest is lacking. Despite a strong balanced sheet thier dividend of 1 sen is somewant disappointing.

Inari really drop kau kau

Punters licking their wounds { §§§}

This is a long term development (not a quick ad hoc basis}

Based on the scale up model. BM HSR link covers an underground mall similar to the one located at Singapore famed orchard road plaza. Whether LKH proceed with the ambitious plan (yet to be seen} things can change subject to what their project partners CREc envision

Imagine having a iconic project BM for the next 10-15 years. In house contracts and construction will keep your order books full. Variation order on costs ensure projects are viable and profitable. Look at sunway construction locking in their parents companies. BM is 8-10 times the size of sunway pyramid. 10,000 affordable homes. Eco World bought the land in Johor building affordable homes price between 300-400k. Look at the maths

Sharks will ensure a good start for their counters {trading and contra play will be the main focus}

IB will revise their target price { IWH /Eko} once the signing is done on Tuesday. Expect positive reviews either as a master developer or a delivery partner { vice versa for IWH or Eko}

Banking stocks bash down by Glic selling previously. Following US - China limited trade accord today. Things should be better forward looking. Alliance bank should be one of banking beneficiaries after the previous unwarranted selldown

Analyst report is for references. Their reports varied. Some good, some mediocre, some totally off the mark. Use your own judgment

Selling price in USD

Najib trial indicates his account used are stamp signature { similar to printed cheques used by most big companies}

Intra day short selling

US - China trade still weighs on DJ and equities

You are not alone. I too cut loss at this so called chicken breeder { which is a defensive stock}

IDSS hitting banking counters

When BN cancelled BM project in late 2016 and asked for resubmission. Despite repeated extension for project tender submission. No parties participated at that point of time.

All commercial bank deposit account in Malaysia is insured and guaranteed by PIDM initiated thru Bank Negara since Year 2017 (individual account up to 250K). Can scroll thru PIDM website

Loan loss provision { kitchen sinking exercise} one off for the corporate loan liquidation foreclosure

Sapenergy is a O & G downstream piping operator. No contract means. O I come but fixed overhead costs still incur. Income revenue eats up by its Bank borrowings. No dividend for sharehders as Bank have a caveat on assets

Last qtr result minus 47 million losses cumulative 3 qtr losses totaling minus 111 million. Cannot expect turnaround for coming financial year

Ekovest is moving to 3-4 main segments. Property, toll collection, fruits [ durian exports}, last but not the least construction. What Botak is doing switching his bets between IWH, Bandar Malaysia, PLS plantations and Ekovest. With his link{s} to China railway anything is possible with China railway partners. The only question is developement takes time to mature. Everybody knows Ekovest sum of parts valuation are much higher. This is one reason why Botak keep on converting warrants into mother shares. We need to ask questions at Ekovest AGM { coming Wednesday} the board must give answer n clarity

Ambank, Topglove, Airport & Qsr all rank between closely 32- 35. Capitalisation closely link { subject to their price closing. FBM 30 ranks the biggest 30 market cap. Certain Conglomerates have multiple listing. Eg Petronas, Petronas gas. GENTING and GENM etc

Sulaiwesi venture planting cocoa, coconut, sevia, coffee requires very long gestatation period. Land usage allows only cash crop not oil palm planting

Without prejudice tough to push a 16 billion unit share counter on our local bourse

Yup. Without prejudice Kenanga analysis very subjective { always treat with caution)

Without prejudice : never trust the analysis call. Just check their price target. Very dismal. Always do your homework and studied the stock trend line

This Qtr may be flat { new charter rate only reflects next year}

Foreign funds are holding substantial stakes of our government MGS. Any sell down will hit our MYR directly( one of the reasons why our ringgit is depreciating n underporforming against other regional currencies Ed Thai baht, SGD, yuan not forgetting USD.

Enigmatic : u need to look at TG biggest 30 shareholders. Mostly local funds inclusive of EPF who has been rebalancing the books with other Glic. Lim family also hold sustantial stakes. Some are park under nominess acc

Not a good day for Bursa

Bandar Malaysia was tender by IWH { controlled by Botak} Ekovest is controlled by Botak and used as a cash cow to plant durian {using ekovest cash reserve} Common shareholders but indirectly not involved with Bandar Malaysia project. BANDAR MALAYSIA is a joint proje t between IWC and his China railway partners { riding on the proposed HSRL with Singapore}

Trading price revised to 47 after charter rates revision

Banking stocks up except Cimb

Always 2 side of the coin. Either a bull or a bear