Crude oil price raising now
take profit if you already have earning

I believe this company will be interrupt by continuous impairment for coming few quarter.
this will causing management team lost focus on project delivery and possible impact other healthy project's progress.

Contract and new project doesn't always turn-out to be a good fortune

look at what happened to P1 and his former owner cc Puan

Go Shah Alam turn one round and you will found plenty of new logistic warehouse construction completed

some of them are international big boy like Maersk , Xin Hwa and Mapletree

Logistic industries is entering Red Sea market now.

Retreated from Sunway Pyramid might impact future Revenue and profit as well.

Revenue from Retail very weak

US's wallmart , Target having similar issue and it seems this is globalwide retail slowdown.
Q2'23 probably just the beginning

how share consolidation will help share price ?

Government wouldn't funding HSR with public money.
It means only cash rich conglomerate capable to play the HSR game.

WCT's financial only allow it to be a contractor instead of HSR operator.

Operating cost is higher than Revenue.
demand is getting bad and chinese competition getting tense
Company need to start fire somebody to keep the cost low

no one else discussing this company anymore ?

https://www.chinapress.com.my/?p=3418639

MBSB is making a fortune at EPF guaranteed personal loan.

https://www.chinapress.com.my/?p=3418639

MBSB is making a fortune at EPF guaranteed personal loan.

AMBANK NTA worth RM4.90
if Grab manage to grab this bank with any price below NTA and they strike lottery tho

Gearing at 0.4x with Cash inflow
another year of high CPO might turn TSH into cash cow

Ringgit currency break RM4.3 already
TNB Revenue in ringgit however cost of purchase Coal and Gas majority in US$

When Cash and Bank Balance is lower than Current Liabilities yet Project still spending lot of fortune at commissioning, of course investor are nervous

Cypark share amount continuously increase.
they must control ESOS or other private placement to resolve dillute problem

TNB profit likely wouldn't be good if looking at current Coal, Gas and Fuel price
i'm patiently waiting TNB reduce their dividend and retail investor dumping it

Tan family buying share continuously
are they planning to privatise this company in long run ?

Usually bank sector will trade around NTA
look at Ambank NTA and share price

This company's net profit fluctuation quite high

If interest rate hike bank will earning more

Imagine bank locked their fund via FD now and later loan interest increased.

Gone

NTA RM4.8

Let’s aim for this in mid term

will coal price affecting TNB's cost ?

mampus
going default soon.

per share asset is -37 already
Don't think Airasia will revive within 1 year.

1Q21 report wouldn't good as well.

Can only hope for 2nd half of 2021

EPF or other retirement fund who invested Mynews.com via Aberdeen
No problem for them to parking fund at Mynews.com early as they have plenty of fund and their investment here just very tiny portion in their portfolio.

As a retails investor, we suppose to looking at our own portfolio and fund situation in order to make decision whether we want to park and wait here or go for other counter first.

I believe Mynews.com is good investment in long term however it might take around 3 to 5 year for them stabilise financial performance and fruiting from FPC and CU

thus is it upto you want to park your money here for 3 to 5 year and grow together with them and go to other counter and come back again in mid-term.

In short term, Mynews.com going to get hammer by Pandemic and new FPC is consuming Opex while utilisation rate is below 40%.

TSH's plantation located in Indonesia
they sold their palm oil with indonesia price instead Malaysia MPOC's CPO price
Indonesia government imposed CPO export levy US$ 55 per tonne and going to increase it further to US$ 60 per tonne.
.
TSH upcoming quarter report might show earning but export levy already took around 8% to 9% of their revenue.
Besides,due to export levyIndonesia CPO price per tonne is lower than Malaysia price.

Palm oil plantation who located in Malaysia especially land bank in Sabah or Sarawak performance might better compare to those land bank in Indonesia

break through RM10.00 supporting line
there is chances to drop further

Plenty commenting CPO price break record high and etc
anyone know that TSH's plantation 100% located in indonesia ?
their goods selling price selling in Indonesia market (Rupiah) and not follow MPOC's CPO price

Foreign fund is dumping Malaysia share and diverting money to other market e.g Taiwan
Good luck Aeon

government extended electricity bill rebate
i believe partial of the rebate contributed by TNB.

unstoppable downtrend.
3rd wave of COVID will impact total visitor to shopping mall and of course Aeon who nestled in shopping mall.

CMCO again
Padini outlet have to close for 2 week ?

利多不涨
接下来就等下跌了

Consumer purchase activity reduced = lesser revenue for GHL and Revenue

thus you may consider both company as Retails industry

Retail market are shrinking
payment channel like GHL and Revenue will surely affected.

PE 141, EPS is shrinking and 2nd QR even losses
EPS growth couldn't support PE at all

How many people jump in and burnt ?

Interest expense : RM 262,496,000

Be careful if inflation shot up and interest rate hike

Just read Armada's quarterly report

Deposits, cash and bank balances : RM 849,534,000
CURRENT LIABILITIES - Borrowing : RM 1,725,649.000
NON-CURRENT LIABILITIES - Borrowing : RM 7,627,256,000

Earning increase because tight control at Expenses
However, Telco industry if you stop invest today and your income in future will get affected.

Revenue only increase slightly and it doesn't enough to sustain capital expenditure at Webe

0.365

all the way to south and reach Melaka soon

Will Padini stop all dividend this year ?

Still can cash in ?

retailer get impact very bad and Padini is selling clothes at Lazada with Price RM19 only
Now is surviving stage, not profit making stage

I think Padini PE will shot up after 2020 quarter report release one by one due to plunges earning.

Personally i don't worry short term sales impact to HY or Petronm due to lockdown
i'm concern travel habit of public might changed in upcoming 1 to 2 year.

i was resume work and traffic are much less crowded.
My company decided to allow worker work from home even if government didn't extend CMCO after 9th June.

Company and personal habit did changed a lot after this pandemic.

Crude Oil price plunges actually profit or Hurt Hengyuan margin ?