So far still not yet moving....not much interest on this counter (yet?) i guess

Let's see if next QR report will become a magnet or not....seems life after Takaful re-org is boring.....

Despite recent interest....still weak show

Let's see for coming weeks if can break the physiological resistance.....

The next QR is expected to boom no?

New pumper coming?

Can see some interest coming back to this former star counter...



12 Jul 2022 Acquired
100,000 DATO MOHD RIZAL BIN MOHD JAAFAR
07 Jul 2022 Acquired
100,000 DATO MOHD RIZAL BIN MOHD JAAFAR
16 Jun 2022 Acquired
100,000 DATO MOHD RIZAL BIN MOHD JAAFAR
17 May 2022 Acquired
1,700,000 DATUK ABDUL AZIZ BIN ISHAK

Solid FA company, just need to clear this ESG hell

Hope it continue to prosper

The fear was real for Dnex......but the thing is, Silterra is not a 'growth' niche....... 2-3 years demand would always intact with recent LTA

Most concern and to monitor - whether the management able to gel and then transform the biz further (profit!)

Just wondering if 1.30 was already a max fair value ..... does it need wait for 2023 to ride along with others for next bull run?

It seems all gloom for steel counters?

Inflation hence less demand?


MST’s products are widely used in the construction, furniture, automotive, bicycle, and engineering industries.

Been down for so looong with consecutive red candles

With this Fed 75 bps....a boost or more fear factor?


Now is reaction time for Bnm along with the bankers...

Cybersecurity pureplay company, very interesting to see how it would fare here in Bursa

Previously below still @ had ITsec/Cyber arm:

Systech - (Under Sysarmy)
Dnex - (Spun off to EH group)
MyKris - (Under Mykrisasia, now acquired by Maxis?)
Scan Associates - (Former 'G' darling...delisted, pn17)


There's several others too....maybe others can pinpoint

Price back to 1xx range after that slump ......spring/bear trap or what?

Without 'banker' chips play very hard to move the price..... a lot of profit takers here


Let's see what happens after QR announcement soon....

No further upside movement yet.... so far can see 'smart' monies moves btw 910, 915, 920 and 925

Got ppl hold or sell/buy btw ownselves?


Market shall decide further...........

crazy speculative counter lol

i guess if can't 'beat' them, join them?

I guess trevor hit the target brilliantly

question now, how low it can goes? closer to ESOS values or lower?

cl time for short-term riders.....

Sideways mode for Dnex?

Personally as long can maintan upper 09xx or 100 seems to looks 'ok' .....

hold for longterm and wait for next QR i guess? no new catalyst yet.....operators tired due to heavy NOSH

Can this asphalt company hit 100?

Interest is huge still, smart monies pumping in.....

FA side is not strong at all...... rev improvement not happening (yet)....but share acquisition is there


07 Apr 2022 Acquired
20,000 DATO KHOO YIK CHOU
07 Apr 2022 Acquired
20,000 DATO KHOO YIK CHOU
07 Apr 2022 Acquired
20,000 DATO KHOO YIK CHOU
07 Apr 2022 Acquired
20,000 DATO KHOO YIK CHOU
05 Apr 2022 Acquired
20,000 DATO KHOO YIK CHOU
05 Apr 2022 Acquired
40,000 DATO KHOO YIK CHOU
04 Apr 2022 Acquired
10,000 DATO KHOO YIK CHOU
04 Apr 2022 Acquired
10,000 DATO KHOO YIK CHOU
01 Apr 2022 Acquired
150,000 DATO KHOO YIK CHOU
01 Apr 2022 Acquired
20,000 DATO KHOO YIK CHOU

this counter so 'light'

operators playing LU game?

FA aside....seems getting better ....rev last year jumped to 267 mils... wow

Going downhill so far......NOSH is big.... previously Dr Poh active doing share BB

Now no more....given up?

Maybe time to diversify and explore other niche biz.....

Will Censof stabilize and continue to make profit post-Dnex exit? A stream of IT M&A action....

So far price been sideways, i guess until GST renounce back....price could continue this way

In term of FA, the fertilizer division is the actual cash cow

Wondering if they will do more M&A since this division originally just a Swk plant/subs from PK Pertilizier.... would say a successful diversification effort from the management

1 single plant already can bring huge fortune for them....

Will Bimb rebase and create a new HL?

Recently seems the pattern is sideway.....i guess waiting for c19 impact to reduce @ economic recovery....

Can fly again?

Seems interest coming back, appetite regrow and festive season soon...

This counter seems having big interest in recent time

Something is up? Will it further B.O and create a new high?

After the flag pattern BO to 52H..... now creating what... new HL? then will rebase?

Also curious, market always hate ESOS to directors? Price above rm1 also.....some discount yes

The son Bplant is the new star hitting mouth watering 1.xx range from 0.7xx

Seems the laggard market reflection finally fairly priced in? Congrats to those who jumped in and stays long!......do TP accordingly as own plan


The ultimate question still unaswered, what Boustead going to do for longterm......overall the 'conglomerate' still have a big debt @ high gearing to clear....

Can the QR meet expectation or it's too much and too hot to handle?


Another item to be considered also, which @ who from local institution entering Dnex?

Usual suspect - EPF, KWAP etc?


How much holdings accumulated recently?

1% 2% 3% 4% or more?

EV potential?

Seems more investment from Poly Asia is coming.... but the FA result is not there yet


Ta Win Holdings is listed on Bursa Malaysia and has a market cap of RM478 million. Currently, it supplies copper wire rod to Tesla and Toyota via Ireland-based auto parts supplier Aptiv. Aptiv’s customers include 23 of the world’s 25 largest original equipment manufacturers (OEM) suppliers.

Ta Win also has an exclusive sales contract with Posco International (South Korea’s largest trading house) to supply copper wire rod to South Korean copper foil makers. The contract, which is worth about RM2.7 billion, is to supply 65,000 metric tonnes of copper products over three years to major Posco customers lljin Materials and SK Nexilis

Seems CCP manipulating news/market again...... GD at Dalian iron futures.


Let's see how it's going by end of this week....

So what's up with this 0 FA counter?

M&A impending? The guy was from MYEG..... MYEG guy also got share in Cuscapi


Hopefully gonna be an interesting end..... not just pump and dump by operators

BFood already LU..... will Dnex treats it's 'supporters' the same?


Anyway let's monitor how this will go further pending QR and new LTA deal announcement....

Easy travel soon, economy can only blossom


Let's see if cake counter can fly high in Bursa

Double top or will go up?

Let's see how this RTO catalyst will propel this counter.....

Semicon shortage is still a real problem.....this counter need looks 6-12 months timeline

I suspect Dnex orderbook expected to be full this whole 2022 ......CCP/Tw partner is among the best they can have


Let's see how the next QR report soar

Iron Ore futures a bit down after quite mesmerizing rise


Let's see if China will ease strict carbon/green policy then we see how steels soar.... inflation could be unavoidable


https://www.mining.com/iron-ore-price-hits-5-month-high-on-china-demand-optimism/
https://www.mining.com/iron-ore-price-rise-to-150-after-beijing-eases-steels-green-targets/
https://www.afr.com/markets/commodities/china-could-struggle-to-halt-iron-ore-price-charge-20220201-p59stm

Looks cheap now..... Bnm also going to raise interest only after seeing some additional signal/data

So let's see....the first 50 basis point is important but yet Omicron impact only (laggardly,,,,,) appear


https://www.thesundaily.my/business/bnm-still-on-track-to-hike-rate-in-2022-BI8794003

https://themalaysianreserve.com/2022/02/07/bnm-patient-on-rates-to-aid-recovery/

ok after some dig up...the Mykad replacement project/program seems is yet to be awarded

I suppose Dsonic is primed for it? apparently with the holders shake up...it's now/soon BCPLC?


so far only extension contract and then ofc passport replacement as it's been said that this year 5millions expiring instead of typical 2-3illions..... so let's see the Q report when it's out

turnaround post Dnex era? hoping they will prosper like Aemulus story

consistent rev/profit then can aim for bigger growth goal....

Now it's time to EP i guess? before commodity cycle going up again


Daily iron ore futures seems going up recently

End of an era? Can't get new biz from current Gov....so CC Puan retires?


Let's see if new management will be announced @ having shakes up soon....


1 Jan 2022 Acquired
124,342,570 MR LEONG SENG WUI


https://www.theedgemarkets.com/article/macpie-says-largest-shareholder-has-exited-company-response-uma-query

raising cash to arm privatization? after this what....sell-off Affin? then dispose/close Boustead Engineering?


something is really up for longterm future of this 'conglomerate'

Censof, Asdion , YGL compared this counter.... which one is better for GST?

Congrats to those accumulate low, sudden contract catalyst.... (although only 30million ringgit)


let's see how Brent behave next month..... ceasefire for now between Russia-Ukraine.....at least for Feb

This counter having strong interest recently it seems, anything's up?


Need contract or subs-contract related to NIIS? or new projects?

Expecting price volatility to continues in coming weeks?

Russia-Ukraine tensions + low inventory worldwide


https://twitter.com/John_Hudson/status/1485392555638460421?s=20

https://www.news24.com/fin24/opinion/opinion-missing-barrels-could-make-oil-prices-soar-even-higher-20220123

Forming new HL or going down further? Washing activity?


Let's see how today this counter behave......

ops sorry about that....copied paste direct from the pdf

anyway seems the first trance was done.... price is now above PP cost of 0.06



On behalf of the Board, Mercury Securities wishes to announce that the extension of time of up to 14 January 2022 approved by Bursa Securities to complete the implementation of the Private Placement has lapsed on 14 January 2022. Thus, the Private Placement is deemed completed on even date. Pursuant to the Private Placement, the Company has issued a total of 82,000,000 Placement Shares.



This announcement is dated 14 January 2022.

ok Bnm just announced to hold....

also share will be diluted just a little bit....or this rather add value on market cap for long-term?


Listing Date 21-Jan-2022
New type/class? No
Type Others
Details Dividend Reinvestment Plan
No. of shares issued 79,396,600
Issue Price Malaysian Ringgit (MYR) 2.510
Par Value 0.000
Total NOSH 2,155,269,114

wow another M&A .... the management seems sticking with this same strategy

hope all goes well in the end

Seems many movement within the Fintech group


Lambo, Sinaran, Cheetah etc...... all got something going on.....

Forming flag pattern now? With HL?


Hmm but did the GU from super penny to 0.4xx range was covered nicely?

OPR adjustment this year....Q1/Q2 or when?


Time to accumulate if below 3.1x ?

O n 10 M arc h 20 2 1, 8 2, 0 00 ,0 0 0 s har es
wer e is s ue d b as e d on th e is s ue pr ic e f or th e firs t tra nc he o f t h e pri v at e p lac e me n t a t
RM 0. 0 6 per p l ac e m en t s h ar e.


O n 5 J u ly 2 0 21 , Bu rs a S ec ur it i es has a pp rov e d t he
Co m pa ny ’s ap p l ic a t io n for a n ex te ns i on o f t i me o f 6 m on t hs u nt i l 1 4 J a n uar y 2 0 22 for
th e C om p any t o c o m pl et e t he im p l em e nt at i o n of t h e Pr iv at e P l ac e me n t



So today is the day for first tranche at 0.06?

Let's see