bought back jaks at 67sen

RM 1

breakout

Based on 5 day average weight volume closing price, upcoming new warrant should be still set below RM 1.00, which is still good for value creation as no premium will tag to exercise price, all new warrant already in money in the first day of trading

last call last call last call to grab below RM 1.00

today could be also last day for insas trading < RM 1, penny stock tag. Next year onward, insas will likely trading above RM 1.

last day to marked up price before warrant exercise determination.

More stimulus package = printing more US dollar = global hedge by relocation to gold

Gold uptrend + strengthen RM = profit margin hike

added more jtiasa at 86-87sen

sold back engtex at 61sen

Expect BP to resume quarterly dividend payout

added balance margin to insas at 88sen

added margin to BP at 61.5-62sen

bought back BP at 61sen

seem market still against glove stock......

cut kossan at 5.05

First GLC, Felda have give offer buyout FGV at 1.30, next will be second GLC, LTAT to give offer takeover boustead at 80sen

Please continue keep low profile for 5 day after EGM till fixing exercise price.

why kossan is the best among the top 4 ? the main reason is kossan ASP is still far laggard behind others, as most of its customer is long term buyer which kossan commit longer grace period. However, Kossan have manage to play significantly chase up. Upcoming Q4 ASP is 50% higher than earlier Q3. The profit margin will expanded very significantly. in contrast, supermax ASP already reached topside, ASP can only hike further 5% only. Thus, kossan EPS growth will leap up further 2x in next upcoming Q4 result

FGV offer come sooner than expected, already locked all profit at 1.28 early mooring, free up capital and margin line. FGV current upside is limited unless revise takeover price. Thus, locked profit and swap to other higher potential stock is better.

bought jtiasa at 86.5sen

sold back all jcy at 51.5sen

matched order at 84sen, increase further stake in insas

bought kossan with margin at 5.04-5.06

bought engtex at 59sen

bought back jcy at 49.5-50sen

sold all FGV at 1.28

Get ready to locked all profit in FGV now

use balance margin, bought back bsd at 62.5sen

the defensive nature of targeted take over is proven in time of market correction. many will seek for protection, a safe heaven fgv offer no only capital protection, but also at least 10% return in 3-6 month time + dividend policy 50% payout + special dividend or revise take over price.

stay safe and have peace of mind ahead of market correction.

To measure return, time must take into account. The whole process of take over offer will take place within 3 month, or extend up to 6 month if felda revise take over offer. Therefore, it is 10% return in 3 month or higher if revise take over offer in 6 month.

if calculate based on annualize basis, it is 40% pa, so, is it consider low return with nil risk? the answer is guarantee attractive return in 3-6 month time .

FGV now is great stock to full invest in to not only fully protect earlier stock gain, but also roll over entire capital by another 10% based on take over price 1.30 or much more than 10% roll over gain if take into account 50% dividend payout + special dividend or revice up take over offer price.

Current depress price is largely due to many investot still wan to chase higher return stock, but, risk also come along with higher return vs, FGV calculated return + nil risk

dont forget FGV have dividend policy to payout at least 50% profit. Based on Q4 CPO price average RM 3300 vs, Q3 CPO 2600, FGV is expect to record massive increament in EPS >10sen (including absent of impairment in its sugar industries happen in Q3 + better profit margin for its sugar refinery to record in Q4).

Therefore, investor may grab much more higher than current paper 10% profit based on take over RM 1.30.

FGV = RM 1.30 + 50% dividend payout 5sen + special dividend to entice minority shareholder/ revise up take over price due to massive turnaround improvement profit record by FGV in Q4 and forward

kssc is indirect proxy to glove industries through its wholly own subsidiary KSG engineering. KSG is built, installed and commissioned dipping lines for topglove, kossan and riverstone. It will enjoy massive earning growth in accord to aggressive glove expansions capacity by glove manufacture.

More than 10% return is great attractive yield to all institutional fund. Felda already buying at 1.30/share over a 6.1% stake held by Kumpulan Wang Persaraan and a 7.78% interest held by Urusharta Jamaah Sdn Bhd for RM658 million cash. These 2 fund now can now accumulating back fgv from open market at cheaper price, for arbitrary 10% gain and to ensure felda able to gain acceptance in take over deal.

increase further stake in FGV with margin line at 1.18

take over at 1.30, give rise to more than 10% return within few month time.

If felda wanna to ensure take over success, once FGV Q4 release in Fed, Q4EPS likely to surpass 10sen. it will force felda to rise offer price or declare special dividend to entice minority shareholder

bought FGV at 1.17

add kssc at 56-57sen

sold annjoo at 1.14

sold masteel at 44sen

sold lionind at 47sen

added more masteel at 45sen

sold leader steel at 73.5sen

added more lionind at 43.5sen

sold back at 83.5sen

add balance margin to kssc at 65.5-66sen

add margin to annjoo at 1.13-1.15

cut kossan at 5.90-5.91