added more pohkong at 96sen

added more tomei at 1.23

cut mflour at 75.5-76sen, offset partly by entitlement dividend 1.5sen, focus on gold stock

cut YTL at 56-56.5sen, temporary focus back only gold stock

cut myeg at 74.5sen, swap all to gold stock

bought back earlier sold volume at 93-94sen

bought back earlier sold volume at 1.18-1.20

still keep majority stake for higher price

still keep majority stake for higher price

locked profit at 98-99sen

locked profit at 1.25-1.26

:D)

:D)

Expext tomei will declare higher dividend next month to reward shareholder

Despite gold up, Market still only price both poh kong and Tomei at extreme undemanding valuation, PE < 4x

Gold price resume uptrend, to breakout USD 2000 soon

Gold price also resume uptrend to breakout USD 2000

Tomei resume momentum, to breakout resistance level above RM 1.20

POHKONG will report Q2 result soon. With CNY these year on Jan, Pohkong earning should report much better result

bought YTL at 56-56.5sen

bought pohkong at 92-92.5sen

bought back at 1.16-1.17

locked profit at 1.18-1.20

Gold price surge nearly hit USD 2000, at historic highest price USD 1993 now.

Corporation tax: Jeremy Hunt confirms rise to 25% from April
https://www.bbc.com/news/business-64963631

Gold is safe heaven asset in time of financial turnmoil.

Tomei - Gold proxy

last opportunity to buy at 77sen now before recover back above 80sen. With contract likely extend further by May, profit growth remain intact

Picked gold instead of steel

Picked gold instead of steel

Above 80sen soon

Corn prices fell further below $6.2 per bushel, close to their lowest levels since mid-August, as the grain's supply outlook improved and demand expectations deteriorated on prospects of a global economic slowdown following rate hikes from major central banks. Brazil is forecast to harvest a record crop of 125.0 million tons and export a record 52.0 million tons in 2022/23, the US Agriculture Department said in its monthly World Agricultural Supply and Demand Estimates report. At the same time, US corn supplies will likely be bigger, with domestic end stocks of corn for the 2022/23 marketing year pegged at 1.342 billion bushels, compared with the government's February outlook for 1.267 billion bushels. On the other hand, Argentine corn exports are projected at 29.0 million tons in 2022/23, the lowest since 2017/18, as this year's production has been heavily impacted by drought.

Wheat futures in the US retreated below $6.8 per bushel in March, the lowest in 18 months, as the USDA’s WASDE report confirmed the supply from the world’s top producers is set to increase. Top exporter Russia is projected to sell up to 60 million tonnes of wheat on foreign markets in the current marketing year, according to President Putin's speech to the country's Federal Assembly. Russia harvested a record-high 153.8 million tonnes of wheat in 2022, driving farmers to turn to international customers to empty silos ahead of the new crop. Also, Ukraine forecasted output to be strong in the next marketing year as the current winter wheat harvest was larger than expected. Meanwhile, Ankara continued to work towards the extension of the safe trade corridor deal for ships carrying grain out of Ukrainian Black Sea ports.

Corn prices fell further below $6.2 per bushel, close to their lowest levels since mid-August, as the grain's supply outlook improved and demand expectations deteriorated on prospects of a global economic slowdown following rate hikes from major central banks. Brazil is forecast to harvest a record crop of 125.0 million tons and export a record 52.0 million tons in 2022/23, the US Agriculture Department said in its monthly World Agricultural Supply and Demand Estimates report. At the same time, US corn supplies will likely be bigger, with domestic end stocks of corn for the 2022/23 marketing year pegged at 1.342 billion bushels, compared with the government's February outlook for 1.267 billion bushels. On the other hand, Argentine corn exports are projected at 29.0 million tons in 2022/23, the lowest since 2017/18, as this year's production has been heavily impacted by drought.

Wheat futures in the US retreated below $6.8 per bushel in March, the lowest in 18 months, as the USDA’s WASDE report confirmed the supply from the world’s top producers is set to increase. Top exporter Russia is projected to sell up to 60 million tonnes of wheat on foreign markets in the current marketing year, according to President Putin's speech to the country's Federal Assembly. Russia harvested a record-high 153.8 million tonnes of wheat in 2022, driving farmers to turn to international customers to empty silos ahead of the new crop. Also, Ukraine forecasted output to be strong in the next marketing year as the current winter wheat harvest was larger than expected. Meanwhile, Ankara continued to work towards the extension of the safe trade corridor deal for ships carrying grain out of Ukrainian Black Sea ports.

Gold is the most rate and dollar-sensitive commodity.

Gold have inverse relationships to expectations lower interests rate hike (due to recent bank turmoil) and USD mounting debt curbs bond market that weaken USD currency

Tomei fundamentally is back by strong solid assets, valuable gold and gem.

Its best stock exposure in current turbulence financial time

Printed USD paper vs. precious gold and gem

Tomei is my largest stake in portfolio now

added balance to tomei at 1.10

UK gov proposed corporate tax hike from 19% to 25% in coming budget 15 Mar, but it's still need subject to vote in parliament. Wait for outcome before re-enter

bought LHI at 48.5-49sen

bought layhong at 27sen

US debt crisis will spur up precious metal price. China is in the midst to swap its bond holding and US currency deposit to gold and will use gold as anchor value for Yuan currency as alternative to USD in global trading and reserve

bought myeg at 75.5sen

sold at 87-87.5sen ahead of 15 Mar UK budget announcement on corporate tax

bought tomei at 1.11-1.13

Lawmakers in Hunt's governing Conservative Party want him to halt April's sharp jump in the corporation tax rate to help an economy on the verge of recession and which is the only one in the Group of Seven not to have recovered its size of before the coronavirus pandemic.

https://www.theedgemarkets.com/node/658753

https://www.msn.com/en-gb/money/other/jeremy-hunts-corporation-tax-hike-would-make-britain-a-far-worse-place-to-do-business/ar-AA18r2wN

Wessex water will facing higher corporate tax from 19% to 25% begin April 2023. These measure if proceed will offset off most of benefit Wesses traffic hike rate unless Prime Minister Rishi Sunak reverse these policy

https://www.internationaltaxreview.com/article/2bb17ls7bcjbtws45dekg/uk-government-under-pressure-over-corporate-tax-hike

Agreed, Power seraya is fully integrated power solution, best partner for TNB, linking it to Singapore power market, earn risk free margin and forex

Data centers are typically owned and operated either by big companies (such as cloud vendors, banks, or telcos) for their own purposes or by co-location companies. The latter lease out the space and typically provide network capacity and power, as well as the cooling equipment that keeps down server temperatures. Tenants bring their own IT equipment. Data. Data centers have attracted the interest of investors because of the steady, utility-like cash flows and risk-adjusted yields.