my friend says when there is a BIG opportunity in a certain sector all the players will jump in and it may end up being a curse for the sector as what we saw in Gloves recently after C19.

the same IPO report also says Malaysia currently produce less than 10% of milk and 90% imported. can anyone confirm? yes FFB is largest but the market is big to grow. lots of room for growth unless there is a natural problem in producing milk in Msia. if there is a problem how is FFB going to differentiate themselves vs the others players?

does anyone know how much of local milk vs imported milk does FFB sell. last check at IPO documents under the bussiness review section, only 10% of FFB milk is from Msia and 90% is imported. so is FFB truly a fresh milk company? after so many yrs in bz why FFB not increasing their local milk business?

GBs debt is all in RWLA. it's cash is mostly in GS and GM. Hang on and don't see the share price daily. even no TauRx, GB will be 6.00+ by end of 2025. isn't that a good return.

#neohts, GB Group has a free cashflow/EBITDA of 10B or more going forward annually. Less minority interest ie 49% of GS and 49% of GM it may be 4B annually. thats RM1.00 per share. ie GB value should increase by 1.00 annually..RWLA is 100% owned by GB and it's growing. that is the growth for GB. The icing is TuaRx. Enjoy the ride.

BA is not ready to move up. many short term traders have jumped in due to TA being strong. good support at 58.5 to 59.5...the earlier resistance has become a support. more long-term holders will move in. wait for Q1 results, which may be the highest profit. I still see the past high to be the next major resistance. breaking that 1.00 is a possibility.

KPJ is super good. Buy and hold only not.for trade

Great support at 58. take ur chances.

broke 58.5 and at 59... close above 59 will be super great...

Affin active today with lots.of buyers. will the deal with Swak be announced soon..anyone can share.

Last Q most analyst held back due to the surprise losses or else it may be 60+ now.

With the next QR, most analysts will upgrade to 80 sen band. BA was valued based on DCF of 13% so it can only get higher by 13% annually unless the Karken similar issues happens.

We will soon see 63 and then to 65

Hang ON #niki. BA has cashflow. that is important. FA is good, and it's TA is building momentum. 57.5 to 58.5 seems to be a major resistance. Another 50 day to next QR. with lower depreciation, it will b a record profit also cashflow will be strong.

don't waste time on this...its a looser.

Very good close today. Good base at 57 to 58... a bit long here and it will get higher

https://www.klsescreener.com/v2/news/view/1301723

Hope they can sign off deal sooner.

New mgmt at LTAT just announced. hope they now can work to complete the deal.

https://theedgemalaysia.com/node/706259

will this benefit BA?

need to close min 58 today.. or else we still stuck at resistance.. once above 58.5 surely will break 60 and go to 63 to 65...

2.50 is the way to go... with CEO buying more shares..KPJ will go higher

TA charts are uptrend... hang on tight.

staying above 57.5 sen.... slowly slowly..

my brother Abang Jo.

It looks good so far.. stayed well above 57 even when the market was bad. waiting to break out if there are no surprises in the market..

couldn't hold the 57.... but still OK and on uptrend... just slower uptrend. another day tomorrow.

watch Johor theme soon.

Johor theme to start when PMX goes to Johor again. watch Johor theme.

more good news with workings with Nvidia.

2.50 well absorbed all sellers. Next is to stay at 2.55 and break 2.60 to confirm a steady uptrend to a 3.20 takeover.

Affin looks awake for an uptrend. hold on tight.

Technical Charts looks good. Niki well done in going all in. if can breach 57 firmly, next few days is uptrend.

keep our fingers crossed Niki

having a misleading website is a big problem. it shows how badly they are managed. if anyone can go and change these crucial information on their website shows how their IT controls are.

Niki when did u realise this. or is it a mistake at their website. pls clarify with company and keep us posted.

Olombendo is easily worth 4B as per most analyst reports... say sell 50% = 2B will pay off all debts.

5.20 next resistance and than 6.50.... hold on tight.

same goes to HLB and HLFG and OSK and RHB... whatever HLFG gets from HLB they pay out and whatever OSK gets from RHBCap they pay out

there is a bit extras from GentP DV and it's other Msian ops. all GentB overseas ops DV normally stays overseas. so no FX risk.

GentM dv will always be GentBs dv. if GENTM pays 6 sen GENTB also pays 6 sen...its always same. the amount of GENTM shares in GentB is almost same as GentBs paid up. that's how GentB manages its cashflow.

For sale U don't need approval of BNM unless U sell to a party who will end up with more than 5%

#ling you are right and Swak and LTAT as announced by Abang Jo has already written to BNM for approval. Hence the delay.

for anyone to buy more than 5% of Ambank need BNM approval. so as want Contarian said and reported by Star its bought by public institutions. no one will emerge as substantial shareholder with more than 5%. that's why ANZ can't sell Ambank to Swak coz the process will require BNM. ANZ sell in market to institution is faster.

the buyers of Ambank shares are institutional.. any who buy more than 5% will require BNM approval and this process can't be done via a book building exercise/placement. so don't expect any new substantial shareholder. as what Contarian said its all public institutions.

article clearly says LTAT will be 2nd largest shareholder, so it's confirmed Swak will be No.1.

If LTAT remains No.2 shareholder to ride the upside, it means price will fly much higher before they make more money.

https://theedgemalaysia.com/node/703875

defence minister say deal on and LTAT want to tumpang the benefits of Swak take over.

Next short term resistance 4.91 and 5.20.... Long term is resistance 5.20 and then 6.50. in between minor speedbreaks at 5.80.

wait for tomorrow morning.

MBB target price with Taurx approved is 9.00 and without is 5.70.. let's enjoy the ride. The report was out yesterday morning and sent to all clients.

Affin goes higher and higher