bought at 40sen

retain small stake

retain small stake

sold more at 94sen

sold more at 1.23

I think jaks further downside risk is very limited now.

Still keep substantial stake in portfolio

Still keep substantial in portfolio

Bought cab at 68.5sen

Bought jals at 19.5sen

locked profit at 94-95sen

locked profit at 1.22-1.24

Stock valuation is highly attractive, trading at undemanding PE < 4x

Q2 report EPS = 6.26sen, expect much higher earnings next Q result forward

All order done, fully invested

All order done, fully invested

Continue accumulating pohkong at 1.18-1.19

Continue accumulating pohkong at 93-94sen

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.