Cukai makmur and higher levy on FFB is a double blow for planters

What's surprising our local planter stocks has failed to ignite ( unlike the glove mania } but the cukai makmur overnight has cast a gloom on the market sentiment

budget announcement tomorrow. Can see any incentives for any heavy industries link to Boustead group of companies

Businessmen would always placed their own trusted lieutenant at the helm. MAA now control app 10%+ of KNM

This 2 days overall market breath is negative. Gloves are hit hard and SBB taking a breather even at this price level

Still keeping and hope for a technical rebound .down for the past 3-4 trading session

Should hold and rebound. Ta ko { Supermax price today showed uptick }

MACD trend line support at betw 12-13 sen { my own technical chart view }

Rubberex follow supermax weakness

Totally agreed with Mabel. High Mineral 0il prices { US 85 + }, Elevated CPO prices { MYR 5,000 +per tonne } & Indonesia restrictions on CPO export . But our plantation stocks still in sleep mode

If the price maintain above 2.00+ shorties cannot cover their costs { either buy back or cut their short position volume}

Just like face mask. When there is an actue shortages everybody just buy and grab whatever you can. Until the situation stablie by end 2022/2023. People will not wait , they need the chips { low end or high end } for their production. Unlike face mask for personal usage .chips are meant for factory production. You cannot buy 1 box at a time. You source and buy for the next 1 year

This analyst do not understand the structure of glove business.supermax is not going to sit for one year and wait for the US regulatory for approval. They are going to divert their products to other third parties and other regions. Yes average selling prices are lower but still generating a profit. No businessmen is going to sit for one year doing nothing. Prices will be under pressure and smaller producers and new comers will be hit when Supermax divert their gloves into other markets and segments. Supermax management is very experienced

Strong correlation & linkages betw KPower, SCIB & SD

Holding firm and support at 2.00+

Plantation may be the next theme play. Last year was glove and healthcare

US targeting Malaysia glove manufacturers.first TG , Kossan now supermax who is next ?

Plantation index is underperforming Y-o-Y vs rest of the CI actor. The question is what 's holding back this sector when CPO has rocket up and above $5,000 per tonne

KNM support or accumulation need a clear breakout today. See KNM closing later in the day { any buying thru support }

CPO prices sky rocketed. SOP hardly my moved

Stuck between 22 -24 sen for the past week

Opinion comes with responsibility. Please share news that are relevant & applicable

SOP so far this year failed to break the $4.00+ mark convincingly

Genting just buy and keep. No operations but still paid dividends

Bursa is helping the shorties targeting gloves

Short sellers still targeting gloves whenever there is a rebound.very unfair to genuine investor

India priority is to control the skyrocketing domestic cooking oil prices

Knm stuck at this price range 22.5 -24.5 for the past week

Bstead not at their year high .the Q why KWAP keep disposing ??? Unless the fund managers are acting under instruction.left hand sells right and middle buys

Past is past tense. What's important is how tomorrow or the future looks like. We cannot change the past but the future is here for us . Borsig is the key

Borsig is their golden goose that lays the golden eggs. Based on what MAA said in their KNM acquisition

See how the closing matches !

Edge reported since August 2020 around 26 listed companies { Bursa } has diversify into gloves manufacturing or started their plan glove investment. The smaller set ups or newly commission fact will faced tough competition from the established and bigger rivals.this is on the back of China have ram up their own glove production capacity. Not a good outlook for the smaller players

Gloves suffer from bad IB write up and not forgetting the shorties specifically target glove stocks. Shorties everyday making $$$ at the expense of genuine investor. Ban RSS and glove will rebound

Covid cases drop 6,709 today

Covid cases drop 6,709 today

Covid cases drop to 6,709 today

Show start at 4.30

Coming 3qtr result announcement expected next month. More positive good result

To avoid any controversy.the government of the day will shy away from GLIC direct link companies. Instead indirect beneficiary link companies may be in the play

Out of court settlement proposal by KMPG ???

Lifting of interstate travel helps locals but restrictions place on foreigner entry are still in place.

Whole market is waking up except for Rubberex { still in deep slumber } their 20% investment in a retail property play doesn't excite investor

Mabel : tks for the detailed breakdown.looks like SOP has the best earnings & a low PE ratio of 5.3.

If SOP board is a bit more generous on their dividend pay out. Price easily can hit above 5.00+

FCPO is still holding at between 4,500 -4,800 per tonne

FCPO is still holding at between 4,500 -4,800 per tonne

Sop is'kedekut' on their pay out.not generous in rewarding shareholders

Interstate travel coming.buy and hold

Interstate travel coming. Buy and hold