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Overview
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Business Background Kub Malaysia Bhd is engaged in bottling and trading of liquefied petroleum gas. It also provides information services, oil palm plantation services, food-related services, management of properties and engineering and civil works services. The group is organised into business units based on their products and services and has seven reportable operating segments: Information, communications, and technology; Energy; Agricultural businesses; Food related; Properties; Power and Others. It derives most of its revenue from Energy segment.
  gentlefolk I’ve read an article about they in process fully diversify their business into liquid petroleum gas. It is a good catalyst for the share price? 07/01/2021 12:55 PM John1234 Gentlefolk, I have already explained earlier why this counter has not been too active. You may check back my past postings. Usually, we invest for 2 things: capital gain or/and dividend. Unfortunately, this counter does not declare dividends as it needs extra funds for transformation. So, we can only go for capital gains. This explains why punters/traders will be keenly attracted to buy only when trading vol is ramped up as a result of more active churnings by the operator on positive catalysts, eg release of good quarterly results and/or sale of assets, etc. As CPO prices are doing well, we can at least expect good quarterly results from the company's plantation business last quarter and this quarter, plus possibly some more asset sale news in the making. To be very frank, a discerning investor will like to nibble at counters when trading vol is very low and price, attractive. But this is no easy feat as it requires some skills and knowledge of the company. Fortunately, we can use the dollar cost averaging method to average out our buying costs. To invest longer-term, a company must demonstrate a proven track record of consistently good profits in a growing industry, plus declaring dividends on a regular basis. Just my views. 07/01/2021 1:20 PM John1234 The company is going into midstream LPG business(for higher profit margins?). Whether the share price will go up will depend on how successful the company can turn around the business. Frankly, I am not able to comment. 07/01/2021 1:35 PM John1234 https://www.theedgemarkets.com/article/cpo-futures-hits-12year-high-above-rm4000-tonne https://www.theedgemarkets.com/article/uob-kay-hian-raises-cpo-price-forecast-2021-rm3000-tonne 07/01/2021 2:02 PM questionmark what happen to the land sell? thought today is the date line of the extension right 08/01/2021 2:33 PM iyin666 SPA extended again for another 3 months to April 2021. No good governance company takes 1 year to complete the SPA. If unable to agree, should state reasons n not keeping shareholders in the dark. It may not be a bad thing as palm oil prices hv skyrocketed. 08/01/2021 6:18 PM John1234 Yesterday, Bursa market saw a sea of red, with 1040 losers vs 353 gainers. KLCI was up 30 points, but the broader market was spooked by rising Covid-19 cases and possibly strict MCO measures to be announced on Monday. Market operators took this opportunity to whack down prices of many counters, notably steel counters, Awanbiru Technology and many others. As I have said, when the broader market is bad, this counter would not be spared. So, it was churned down as well. Now, it is coming close to my next top-up price target of around 53 sen. There is a marked difference between a punter and a bargain hunter. A punter likes to act on a "bright" green price signal while a bargain hunter likes to see red. History has shown that any short-term major price correction is usually a good buying opportunity to sell on a rebound. 09/01/2021 10:01 AM John1234 At a casino, I notice that some pp like to bet against a dominant group of players in an opposing bet box. Why? They feel safer to be on the same side as the banker(casino-operator). Likewise, when the market operator is seen to be collecting our shares in a market meltdown when many dump their shares, wouldn't it be wiser to collect as well? Sure, he will churn up the shares when market has improved. Food for thought. 09/01/2021 10:15 AM John1234 https://www.theedgemarkets.com/article/stop-spreading-mco-rumours-%E2%80%94-ismail-sabri Who spreads rumours? Runners from the syndicates ? 11/01/2021 8:50 AM  Miz Raya Bloom rumours tu ntah, gua x campur kikiki KUB ini masih lembik, deal tak jadi ka? Tengok news company sec resignation dan redesignation sahaja 11/01/2021 10:36 AM Miz Raya Bloom kikiki pekasam sedap makan ngan nasi panas kikiki padaku kalau confident simpan, kalau belum beli, beli harga tengah murah, eventually naik la tu, pendapat peribadi 11/01/2021 12:26 PM John1234 I managed to top up some, but less than what I would have hoped for. While some are worried about a total lockdown, I would think it is highly unlikely, due to the high economic costs incurred. Anyway, steel counters stage a comeback too, after a shakeout. 11/01/2021 2:50 PM John1234 https://www.theedgemarkets.com/article/pm-muhyiddin-make-special-announcement-mco-6pm-today https://www.theedgemarkets.com/article/oil-palm-plantations-operate-normal-if-mco-reenforced-says-minister 11/01/2021 5:08 PM John1234 Today, I had a rather busy day, trying to offload some steel shares that I had managed to pick up on the cheap recently when I saw the operator push it down deliberately. As I have said, January is traditionally the best calendar month of the year for small and mid-cap stocks. So, if this fever carries on and spills over, the tide can eventually lift this laggard counter up too. Let's wait and see. 12/01/2021 5:44 PM John1234 Well, the 52-week high is 77.5 sen. A more realistic target would be 60+ sen(eg 65 sen). Based on the last traded price of 53.5 sen, that is already a 21% ROI, way higher than the current FD rate. A break above 70 sen might require a stronger catalyst. Global markets are pretty bullish about 2021 on vaccine rollout and expected economic recovery. Domestically, emergency declaration helps to remove the political overhang in the country temporarily, while allowing the focus to shift towards containing the spread of Covid-19, amid a resurgence in cases. https://www.theedgemarkets.com/article/emergency-declaration-surprise-will-enable-govt-focus-containing-pandemic-%E2%80%94-affin-hwang-am 13/01/2021 8:26 AM John1234 KLCI jumps 1.5% on bargain hunting, hopes of political stability and virus control https://www.theedgemarkets.com/article/fbm-klci-closes-2465-points-163669 13/01/2021 10:18 PM John1234 Last December, I bought into a few select counters in anticipation of this January rally. So far, only this counter is not performing yet. From my result, I can conclude that counters that were whacked down more tend to move up much faster than the rest. Apparently, this counter was less actively traded and hence, less of an incentive to move up yet, until the operator has collected enough shares from the frustrated. This operator is really testing our patience, which I have had plenty of it. I have set aside some funds to top up more at below 50 sen. 14/01/2021 1:06 PM John1234 Today, market was pretty hot, stirred up by some speculative plays and punters had a good field day. Among the more popular names, JCY enjoyed a good run, up 5.5 sen. The operator pushed it up on very huge trading vol(top 5th most active) to attract lots of buyers. But this is what happens next after market closed: https://www.theedgemarkets.com/article/jcys-major-customer-cuts-order-eventually-stop-purchases%C2%A0 So, this is another classic example of pump and dump! Do not play play. Invest wisely. 14/01/2021 8:42 PM John1234 NM expected to cut OPR to new low of 1.5% — DBS Group Research Lower rate will help to soften the impact of MCO, but bad for FD customers. More pp will be attracted to the stock market for higher returns. https://www.theedgemarkets.com/article/bnm-expected-cut-opr-new-low-15-%E2%80%94-dbs-group-research 15/01/2021 12:47 PM Miz Raya Bloom mambang ini rajin monitor KUB. John ku rasa macam tu gak, samada kaunter ku naik, thats another story kikiki 18/01/2021 12:18 PM John1234 This counter is still in a consolidation phase. Nothing to shout about yet. 18/01/2021 7:03 PM jeffrey7817 Waiting for catalyst.. possibly dividend since this counter start return to profit and with cash hoard over 200 mils 19/01/2021 1:43 PM jeffrey7817 Agro segment should reporting more profit as CPO price trend higher in Q4 19/01/2021 1:44 PM  | | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
