bought back mflour at 75-75.5sen

Commissioning 50MW solar power plant by next month will added jaks earning stability forward

sold tomei at 1.35

sold layhong, locked all profit at 31.5sen

sold teoseng, locked all profit at 92-93sen

added more jaks at 19-19.5sen

added more CAB at 72.5-73sen

Today bought tomei at 1.33-1.34

today locked all profit on MSC at 2.08-2.09

bought back CAB at 68.5sen

Bought pohkong at 92-95sen

Sold at 1.13

:D)

bought YTL at 66.5sen

added more cmsb at 1.11

bought cmsb at 1.12

sold back balance at 55sen

sold partial at 55sen

Tesla is building mega factory with initially produce 10,000 Megapack units a year, equal to around 40 gigawatt hours of energy storage, to be sold globally.

With the new Shanghai plant, Tesla will take advantage of China's world leading battery supply chain to ramp up output and lower costs of its Megapack lithium-ion battery units to meet rising demand of energy storage globally as the world shifts to use more renewable energy.

Solar power + megapack energy storage have enable renewable energy to total replace fossil energy in future.

Tin is key green metal in both solar panel and energy storage

World top 3 tin exporter
1. Indonesia
2. Malaysia (MSC)
3. Myanmar

added balance to MSC at 1.99-2.00

From Aug. 1, 2023, work at mines, including exploration, mining and processing will be suspended," Myanmar's Wa State Central Economic Planning Committee.

The move is to protect the remaining mining resources, while companies whose contracts are still ongoing can still work on exploration for another three months, the document said

bought msc at 1.94-1.95

sold back at 70.5sen

Dividend within expectation

CCK declare higher than expected dividend 3.5sen to reward shareholder

With much improve result, LHI should resume dividend payout. Expect dividend 2sen

CCK should declare dividend 3.0sen based on its 30% dividend payout policy

Current price is still 50% lower than IPO price at RM 1.10, hope can gradually recover back to IPO price later once egg and chicken ceiling price floated in next 2 month

hope to breakout year high level at 56sen

LHI, is the largest integrated poultry in Malaysia and exposure in Indonesia, Vietnam and Philippine

Currently, most poultry opt to produce omega egg to command higher profit margin.

Layhong omega egg, nutriplus is selling at RM 8.30, much higher than teoseng at RM 7.30.

Both Nutriplus and teoseng omega egg price hike 40%

added more cck at 70.5-71sen

cut at 43.5sen

locked profit at 21.5sen

breakout

sold back at 40.5sen, cut to free capital due to absence of HSR news

Stay above 30sen support level, chicken and egg price continue stay elevated. Export market is demanding as many countries facing shortage in egg supply, Japan, korean, taiwan, uk, us etc

Still facing resistance level at 54sen, chicken and egg price continue stay elevated in pricing and demand volume

added more LBS at 46.5-47sen

locked profit at 61sen

bought LBS at 40sen

swap YTLP at 94.5sen to add more YTL at 60sen

swap all to add more YTL at 60sen

locked profit at 94.5sen

According to Bernama, local media reported an almost 30 per cent shortage of fresh chickens in the market. This has caused an increase in the price for the poultry.

......The price of chicken at the retail level was reported to have risen to RM11 per kilogram since the start of Ramadan and is forecast to rise to RM11.50 in the near future.....

The feedback received from the egg wholesalers stated that the main factor behind this sudden drop is due to lack of eggs received from farm operators. It is due to the increasing demand for eggs during Ramadan and the farms prioritise their own local market first.”

https://www.channelnewsasia.com/asia/malaysia-chicken-supply-adequate-sufficient-hari-raya-puasa-cost-living-3376181

According to Bernama, local media reported an almost 30 per cent shortage of fresh chickens in the market. This has caused an increase in the price for the poultry.

......The price of chicken at the retail level was reported to have risen to RM11 per kilogram since the start of Ramadan and is forecast to rise to RM11.50 in the near future.....

The feedback received from the egg wholesalers stated that the main factor behind this sudden drop is due to lack of eggs received from farm operators. It is due to the increasing demand for eggs during Ramadan and the farms prioritise their own local market first.”

https://www.channelnewsasia.com/asia/malaysia-chicken-supply-adequate-sufficient-hari-raya-puasa-cost-living-3376181

Bandar Malaysia, transport hub for HSR

YTL was previously appointed as one of two project delivery partners (PDP) for the now deferred Kuala Lumpur to Singapore HSR project. YTL submitted a bid for the role via a 70:30 joint venture (JV) with TH Properties (THP). The other consortium appointed for the PDP role previously was MRCB-Gamuda (50:50). The YTL-THP JV was selected for the southern portion of the alignment (Johor portion) and MRCB-Gamuda for the northern portion (KL to state border of Melaka-Johor).