Too early to judge. Closing in the afternoon will indicate the trend

Yup. finally rebound

Pharma and DPharma main beneficiaries whether China or US made vaccines

Pharma and DPharma main beneficiaries whether China or US vaccines

DoctorEdwin : this is good news for HWGB

3 %Windfall tax for both East Malaysia { at 3,000 } West Malaysia ceiling at $2,500 per tonne. whereas Indonesia imposed export levy at USD 50 per tonne

My take on GENM is long term recovery play whereas glove is the theme for the short or medium play

coming qtrs planters result much better. CPO prices up 15 -20 % Y-o-Y { 4 year high }

Fill and finish targeted by MoH

Mah sing long term target price revised higher by IBs

Budget tax incentives for green energy

Fill & finish vaccines targeted by MOH

only pharma and DPharma jump { healthcare beneficiaries } others wait n see

Gloves producers and Pharma healthcare are the main beneficiaries { budget 2021 } no windfall tax good for glove producers especially the second tiers. 10 years tax incentives for pharma and healthcare companies producing vaccines

Loss making for the past 3-4 years. Last 4 Q to Q all in the red. Shareholder funds bleeding. If I read correctly . private placement further dilute share base { no prospect of dividend forthcoming } expect more writedown

Rsawit ,Jtiasa , Tsh , TDM , FGV are all bomb out counters and pure upstream players. Tsh is one of the more efficient private owned producers {estate's landbank and mill's locality } is a plus point. their Mill's electrical power energy production tie up with TNB electric grid is a added upside advantage. just my own personal take & observation

Pharma direct beneficiary of the budget announcement. 3 billion for vaccines procurement. 10 years tax incentive for pharmaceutical companies producing vaccines

10 years tax incentives for healthcare companies producing vaccines announced yesterday by FM

Wasting the people resources

Prestariang business is more related to net usage coverage B2B module { companies signing up with Prestariang } for better coverage and internet connectivity. This is widely used in remote areas { eg Sabah and Sarawak } using Prestariang stations. Not forgetting their Immigration SKIN control system integration. GPacket still engaged the old fashion way of building servers linking up with app designers

No follow thru despite encouraging vaccine news flow

Still down year to date. Next coming quarter result is expected to benefit from high CPO prices recorded

Indonesia tough operating environment.TSH oil mill's locality is in a sweet spot { favourable } can shipped directly at mill's jetty. Unlike others at Kalimantan Timur area no connectivity

Waiting for budget . Market takes a breather pending budget announcement

Biden asking American firm's to innovate and put 6G on the tech field { make America great } render alot of cloub computings obsolete { if the super smart chips is developed. }

MOH {Dr Hisham } mentioned at his daily press briefings .no name revealed believed sourcesfrom China, Russia, US , UK labs. This is coming from MOH and the other source is cover under COVAX WHO program. Coming healthcare budget allocation is increased further

Trump and Joe stalemate. Result contested in courts. Result will be delayed. bad for market

MoH { Dr Hisham } short listed 8 potential vaccines for clinical trials

News of proposed windfall tax hurting gloves counter. Where is the line what's super profit when you put the top 4 against a new start up. Latex , nitrite , medical or household grade { all have different market and pricing } not forgetting new start up who have to bear EBIT last but not the least the amortization cost

Renewable or green energy enjoyed a premium valuations

Windfall tax proposal hurting glove stocks. Mah Sing not in a sweet spot

Zafrul { FM } just a messenger. PM asked him to sit as FM { prevent Umno grabbing the post }

http://www.aljazeera.com/news/2020/11/3/uae-pm-and dubai-ruler-receiving

UAE prime minister receiving vaccine shot { produced by sinopharm } aljazeera news

UAE prime minister receiving vaccine shot {aljazeera news }

Takeover date extended till Feb. Don't expect any fireworks. zzzzz

Yes. BOD preferably need to have share holdings in the company. ( Otherwise they just take the gaji buts without considering the minority interest }

Huatkopi - totally agreed. God only knows why the Board fail to push the shares. News of their ventilators approval hold so much promises & their cloub based acquisition fuel optimism { at last only hype & false hopes }

Countries need the vaccine fast. Anything workable will be needed. Worldwide infections hit 46 Million +. With winter settings in. Infections will be worsen. Vaccines are needed to balance and tip the economic { back on recovery } to reduce the ravaging effect of the pandemic. Everything from China, Russia or US will be needed

DJ up 400 points+ { if today don't rebound } mati lah

Trump is losing Bidin will win by majority. Covid 19 killing thousands of Americans

Technically oversold

Big sell down in US tech stocks despite Amazon, Facebook reported betterearnings. Smaller tech players faced the brunt of the market selloff with so hardware developers hit by covid pandemic outbreak { consumer and businesses cutting down on capex }

FDA approval for stage IV clinical trials is something to chew on. Is this the fast track vaccine approval for the antibodies doses . Worldwide infections hit 47 Million. US rate 100 K per day is the highest. They need it very badly

EPF have separate account for capital gains , dividend yield , trading stocks policy. All handled separately. Everyday you can see buy and sell but long term strategy more defined and clear what they are holding

Expect more project development initiated and implement under budget. serb is a major beneficiary

CPO prices trending higher m-o-m but TSH flattish

Lawyer filed writ challenging Agong decision not to accept PM advise to declare emergency { citing constitution } somebody is behind the joker. Bad taste and self interest. Stocks mati lah

Giant pharma congolemrate's will love to buy over any innovative lab to ensure any new discoveries or potential vaccines under their portfolios. Dominance is the key to monopolise any new drugs. Generic manufacturing can only allowed after a period of 20 years. $$$ is the key motivation

AGM price ??? average general market trending price