the IV for Magni is revised to RM 5.82 based on its latest quarterly results.

Magni has had set foot in Vietnam and Thailand for more than 5 years. Prolexus is just about to set up their manufacturing of materials there. There are many companies that had already established themselves in Vietnam - Magni/ Pohuat/ Latitude/ KimHin/ TanChong/ Ireka/ BerjayaLand had been in the market since 2008 economic crisis. They had survived the turmoil well but not other unlucky companies eg IGB Bhd.

Vietnam is poised to be TPP’s biggest winner. In a 2012 study, compared to a baseline with no TPP—Vietnam’s income gains in 2025 with a
comprehensive TPP would be over 13 percent higher, while its exports in 2025 would be over 37 percent greater. Much of the gains come from Vietnam’s growing production and export of apparel and footwear,5
resulting from the phase out of high duties in TPP partner countries, especially the United States.

But a high-standard TPP—along with Vietnam’s new trade agreement with the European Union—will also require Vietnam to make—and adhere to—major structural adjustments. These will include important steps to enhance transparency and the rule of law, implement new labor and environmental standards, foster digital commerce, and revise the competitive landscape for state-owned enterprises, among other significant changes.

As Vietnam transitions towards a network of new, higher-standard trade agreements, it has an obvious interest in the track record of current comprehensive FTAs.

Vietnam is seeing increased levels of FDI in anticipation of the TPP. History suggests that the new agreement—together with an ongoing commitment by Vietnam to a favorable investment environment—could help assure that this vital investment continues and grows.

Vietnam is already a significant player in advanced economic sectors like electronics. Further increasing the sophistication of production in Vietnam will, of course, require additional investment, growing skills, and an array of other commitments. But, as Mexico’s experience shows, strong trade ties can provide a solid launching pad for an upward trajectory.
As a nation with a vibrant entrepreneurial culture and growing numbers of SMEs,21 Vietnam and its many small firms can benefit significantly from the TPP, which is being negotiated with an unprecedented focus on promoting trade by SMEs.And, because e-commerce is a powerful tool for innovative SMEs, TPP provisions that foster digitally enabled trade could provide key support for Vietnam’s ambitious goal to boost direct exports by SMEs to a quarter of Vietnam’s total exports.

Vietnam’s growing roster of high-standard trade agreements—especially TPP and Vietnam’s new agreement with the EU—could similarly enhance Vietnam’s already strong position as a globally competitive hub for trade, production, and investment.

Reduced import duties in the U.S. and Japan will benefit the country’s apparel manufacturers, whose low labor costs have enabled them to grab business from China. Vietnam may have a 50 percent increase in apparel and footwear exports in 10 years, according to the Eurasia Group. The country’s seafood industry will benefit from the elimination of import taxes on shrimp, squid and tuna, now averaging 6.4 percent-7.2 percent. Vietnam will still face strict rules-of-origin on materials, which could limit some of the treaty’s benefits to the garment and textile industry.

The ending of tariffs for Vietnamese products is likely to trigger more investment from foreign companies.

Magni has had set foot in Vietnam and Thailand for more than 5 years. Prolexus is just about to set up their manufacturing of materials there. There are many companies that had already established themselves in Vietnam - Magni/ Pohuat/ Latitude/ KimHin/ TanChong/ Ireka/ BerjayaLand had been in the market since 2008 economic crisis. They had survived the turmoil well but not other unlucky companies eg IGB Bhd.

Vietnam is poised to be TPP’s biggest winner. In a 2012 study, compared to a baseline with no TPP—Vietnam’s income gains in 2025 with a
comprehensive TPP would be over 13 percent higher, while its exports in 2025 would be over 37 percent greater. Much of the gains come from Vietnam’s growing production and export of apparel and footwear,5
resulting from the phase out of high duties in TPP partner countries, especially the United States.

But a high-standard TPP—along with Vietnam’s new trade agreement with the European Union—will also require Vietnam to make—and adhere to—major structural adjustments. These will include important steps to enhance transparency and the rule of law, implement new labor and environmental standards, foster digital commerce, and revise the competitive landscape for state-owned enterprises, among other significant changes.

As Vietnam transitions towards a network of new, higher-standard trade agreements, it has an obvious interest in the track record of current comprehensive FTAs.

Vietnam is seeing increased levels of FDI in anticipation of the TPP. History suggests that the new agreement—together with an ongoing commitment by Vietnam to a favorable investment environment—could help assure that this vital investment continues and grows.

Vietnam is already a significant player in advanced economic sectors like electronics. Further increasing the sophistication of production in Vietnam will, of course, require additional investment, growing skills, and an array of other commitments. But, as Mexico’s experience shows, strong trade ties can provide a solid launching pad for an upward trajectory.
As a nation with a vibrant entrepreneurial culture and growing numbers of SMEs,21 Vietnam and its many small firms can benefit significantly from the TPP, which is being negotiated with an unprecedented focus on promoting trade by SMEs.And, because e-commerce is a powerful tool for innovative SMEs, TPP provisions that foster digitally enabled trade could provide key support for Vietnam’s ambitious goal to boost direct exports by SMEs to a quarter of Vietnam’s total exports.

Vietnam’s growing roster of high-standard trade agreements—especially TPP and Vietnam’s new agreement with the EU—could similarly enhance Vietnam’s already strong position as a globally competitive hub for trade, production, and investment.

Reduced import duties in the U.S. and Japan will benefit the country’s apparel manufacturers, whose low labor costs have enabled them to grab business from China. Vietnam may have a 50 percent increase in apparel and footwear exports in 10 years, according to the Eurasia Group. The country’s seafood industry will benefit from the elimination of import taxes on shrimp, squid and tuna, now averaging 6.4 percent-7.2 percent. Vietnam will still face strict rules-of-origin on materials, which could limit some of the treaty’s benefits to the garment and textile industry.

The ending of tariffs for Vietnamese products is likely to trigger more investment from foreign companies

The Q2 results will be out by March 2016. But i expect it to be very good as compared to previous year's EPS of just 4.9sen

What are the differences btw soft and hard logs? What is the value of global timber prices now? any website links?

The Q4 financial results will be announced latest by 31st Dec.

Mr Tan, how do i submit my stocks selection for u?

Eg : 10,000 shares ABC at RM1.00 or do u need in % form of the RM 100K provided? pls advise. TQ

Lets see on Monday.

I dont think i need to show u KYY sms and email to me right? up to u to belief.

This stock had been sideline for such a long time, i feel someone is accumulating it slowly.

Canone and Perstima will perform very well in 2016.

Buy when ppl are asleep....

Liihen now had been sideline for 1 week already, will be included for my 2016 portfolio. Hope it wont disappoint me

Agreed fully with u Tan. There is a progressively increasing demand for plywood and log from Japan for the upcoming Olympics games. I dont foresee why TaAnn and WTK cant perform?

I find something suspicious in Latitude therefore i reduce my stake in it....together i took KYY advise as well.

Both SAM and Latitude are equally good stocks, but i am more bullish on SAM after attending Latitude's AGM. That why i sold almost all my shares in Latitude and buy in SAM. No regrets in it, now making handsome profits.

Thanks shauns for the link.

crude palm oil prices are on the rise too, so i belief there will be a U turn soon

This stock never fail me

Any idea which website is good to see monthly log and timber prices? pls advice thanks

dalpinia is the CEO of Pohuat...so she knows the in and out of the stock

From the horses' mouth.

huat huat

Agreed with u chasingDreamz

Time to wake up....luxchem will benefit from lower crude palm oil prices in 2016

kobay will be the next SAM. Pls buy with IV RM 2.80

Myopic ppl always have pea brains

Buy when ppl are panic and sleeping...

The huat continues...

wow....7.50.....the return of SAM

wow 4.64...huat ahh

CANONE breakout already at 4.40....now riding to the moon at 4.47

good stock dont hv to worry....magni magnificient results, today already fly to the moon......Pohuat will fly to the sun!

buy now for forward future growth

good TGuan...KYY grandson buying into it....watch its actions tomorrow

just broken its support level 2.60.....runnnnn

Superlon is a fantastic stock.....KYY is buying a stake in it slowly

Pls buy with IV RM 5.82

continue to huattttt

good stock, i am not worry of it

good stock worth the wait....KYY actively buying lately, why worry?

Thanks for your sweet compliments.

huat ahh!! 2.00 at closing today with 2 sen dividend......huat huat

lee : u r very funny at times

Pls buy on weakness. I feel that FLBhd will do very well for 2016

Pls buy on weakness. Chinwell will be star performer for 2016

suddenly surge to 77sen

Managed to collect some at 7.09

very good move today by superman

2.20 now