closed above MA10 line, looking forward to next week :)

Foxconn reports Record November revenue..
https://www.digitimes.com/news/a20201204PD215.html

@york, hehe thanks alot!

server shipments continue to be healthy according to this manufacturer..
https://www.digitimes.com/news/a20201203PD207.html

@bobochacha, the gap is around 1.20 rite?

wow, a long term investor spotted!

some techical analysis -
https://www.fxstreet.com/analysis/week-48-sp-500-stock-market-roundup-and-a-new-strong-momentum-stock-video-202011301038

@c328, judging from the past, first or second wk of Dec..

another way of seeing PE for cyclical sector is, when price is 4, eps is 0.08, PE is 50, but when eps is 0.16, price remains at 4, PE is now 25x, be cautious not to go in to buy ''cheap'' by that time..as PE is always recording from the past QRs.

ROE, cost to income ratio, margins, asset quality, all are better than mbb's..

two bullish engulfing pattern in a mth, lets see the next 1-2days how it goes..

@schor188, cant find it..rhb report and annual report did not mention much...

@chshzhd, thanks for the AGM update! Appreciate it.

from IOI Qr, "Crude palm oil (“CPO”) price has increased sharply, reaching a 8-year high in November this year. CPO price is expected to remain high – more than RM3,000 a ton until February 2021, due to low palm oil inventory and seasonal low crop production until early next year, although its narrowing price discount against other competing vegetable oils and the coming winter in the Northern Hemisphere will dampen its demand."

Harry did a brief intro to the company in youtube..
https://youtu.be/73vFuuFNGXE

@newbies522, 26th closing was 3.00, 27th's opening was 2.99, becos market is determined by demand/supply, so there were slightly more buyer to buy in at 2.99 at opening on 27th ex-date.

From the recent WD qr, "The 18-terabyte capacity point will be the sweet spot in industry going forward, though demand for our 14-terabyte drives continues to be strong."
For Seagate, "Building on the strong momentum of 16-terabyte products, 18-terabye drives are qualifying at multiple customers and progressing very well."

From the annual report, "And with the relocation of the sheet metal and structure fabrication for equipment manufacturers are now fully in place, the affected segment of the current manufacturing site at Bayan Lepas is undergoing renovation to make room for more CNC machines and other production lines connected to the manufacturing of spacers. This undertaken project is in line with the increase in forecast anticipated in the second half of 2020 where resumption of spiral growth in the HDD sector is expected and our current installed capacity may not be able to fulfill the projected sales forecast."

more palm oil estates in Sabah now allowed to operate...
https://www.klsescreener.com/v2/news/view/746491/cmco-sabah-allows-more-plantations-to-operate-minister

well said, therookieechingchong!

stay-at-home and replacement demands to drive chromebooks laptops growth, https://www.digitimes.com/news/a20200921PD201.html ,
https://www.digitimes.com/news/a20201023PD214.html

dato seri hinted coming qr (oct) will hit new highs..
https://youtu.be/dgHTO0YgZp8

@YOLOO, there was a bonus issue that time..therefore its divided..

johor no cmco, by right no impact on their operations...

as reference, can see Riverview q3 reports on how much profit they generated from the recent cpo price rise..
https://www.klsescreener.com/v2/stocks/view/2542/riverview-rubber-estates-berhad

but will the company operates 100% or 50% workforce during the cmco this round?

another wonderful quarter!

demands continued to be strong..
https://www.klsescreener.com/v2/news/view/742455/malaysia-s-oct-1-20-palm-oil-exports-rise-4-3-m-o-m-amspec-agri

during uncertain times, suspect institutional investors will usually wait for a good results before taking action..

thanks for the input york! ur input always appreciated :)

inventory depletes by the increased exports..
https://www.theedgemarkets.com/article/malaysias-oct-110-palm-oil-exports-rise-133-%E2%80%94-amspec-agri

shud not worry about that actually, if we were to buy also below 1ringgit or below 50sens, now its already 3.x, no harm/not wrong to sell some rite? can check back the history, they/he had bought in at very low price couple yrs ago..Plus, the company does not give big dividends frequently, so the only way to get some cash is to sell some shares..

Kenanga gives a good picture of the overall automotive space here-
https://klse.i3investor.com/servlets/ptres/57122.jsp

kens88, no need :)

La Nina is staying, supporting the cpo prices in a way as production reduces..
https://www.bloomberg.com/news/articles/2020-10-03/indonesia-expected-to-see-la-nina-rains-intensify-until-november?srnd=premium-asia

kens88, out of the 2.15sen, 1.64 is taxable, 0.51 is non-taxable; for the taxable portion, we only get 90% of it as 10% is taxed.
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3081676&corporate_action=1

@lching, roger. Happy mid-autumn festival guys!

yes, at the end of the day if the ROI is 0, the share price would suffer a dent as the $$ spent is taken out from the company..

Gd qr! wow Iching, how did u know good result before hand?

5nm capacity at tsmc fully occupied -
https://www.digitimes.com/news/a20200917VL201.html

wow! thanks for the info york! ^_^

from management analysis, ''we are in the process of expanding our facility in Taiwan to
better cater for the anticipated increased business from our customers. We expect the new cleaning lines to be ready sometime in the third quarter of 2020 and should start contributing to our bottom line in the fourth quarter of that year. ''

https://www.digitimes.com/news/a20200827PD216.html

@stocklord, may i ask what is kambing?

as usual, steady even MCO!

@Jokers, apa good news? can share? :)

@gloveisgold, pls help to share some info if u go...unfortunately Im oustation, else if it is virtual I will attend for sure..

long term investor spotted! thumbs!

lol, like what RocketRider said, a visit to MidValley or the Gardens will know d :)

ah huat bai ka fe....