Do we still pin our hopes on TDM ?

Anwar can just step Aside and let others{ nurul or wan azizah } take over the reins TDM is agreeable of this arrangement

This counter hammer down from 4.20+ to current 3.80. down 25 % worst performing { despite IB's promoting it } Alliance bank down from 2.70+ to current level 2.35 following market sentiment. Prices quoted are current past 2-3 months { not their historical Y-0-Y } in addition only KWsp are buying and selling { no other substantial play marker } this is just my own view

Only spike up at last hour. Maybe some goreng activities tmorr

Airlines is going to be hit by the coronavirus. China has imposed travel restrictions other countries have also issued travel advisory. Tourism, air travel, related casino stock going to be drag down. Remember sas { this wuhan outbreak has not even reach its peak } brace for tough times airlines

DJ drop { anticipation of weak China market opening } after their long lunar New year break. Blue chips also see IBs selling and paring down their position. Malaysia market suffer the effect of the coronavirus. Chart wise sapnrg showed oversold but momentum is negative { meaning more sellers than buyers }just my personal take

TSH kalinantan facing issues

This counter needs to hold for at least 1st Qtr before it can moves. Don't expect any big price movements. Analyst waiting for clearer signals and result

Insufficient parking at venue. People got to Q up for along to get their lunch box. Not much sitting space and not drinks available after the AGM meeting. Board consist of 12 directors with Kim family holds the key position. MSWG question rationale of appointing X-Board member daughter nominated as the new board member. Tan Sri explanation of Bursa rule not 100% accepted by MSWG

Botak is the biggest shareholder of eko and iwh. Botak convert 35 million eko warrants into mother shares. He must have something in mind

Most if not all listed companies have friendly related parties rooting for them. This can be proxies or friensds or even IB supporting their proposals. Even if the Director {s } or related interest are not allowed to vote. Somehow the resolutions will be carried or accepted at the AGM or EGM. This is a reality in corporate Malaysia

GPS will win the state election's. Fragmented PH { PKR , Bersatu not a threat to PPB } State Glc aligned with PPB

Glic rebalancing year end between thier books. No price indicated.

If Ekovest shoots up nobody will remember the bad times. Botak can make everybody happy by announcing new projects. After all he is the main beneficiaries { if price of Ekovest & IWH moves up } all it takes is a little push

Totally agreed that Ekovest potential is there. But somehow its management decision on related parties transaction is somewhat view negativity by investment community. this is reflected in it's price. performance. ekovest Bread & butter is construction , tolls , property development & mall management. Stick to it and not side track into others

Punters got burn after BM announcement. T4 back to back on friday

Buy on rumors sell on news

Uob Kay yin expect mid cap to outperform market in 2020. single out defensive stocks and health care as their choice picks. Alliance bank shares was sold down from 4 plus to current level. expectations that their revenue normalised going forward plus attractive yield

TG management expanding their Vietnam & Thailand operations incur more capex . Earnings per share higher 4.36 higher than street expectations. Profit for the quarter increased to 111 .43 million. Capexp on their latest IO 4.0 , Scada system & AI monitoring etc

Post removed.Why?

Doing civil works on the HSR and BM projects

Post removed.Why?

lKH has not announced any new development apart from a plan IPO offerings. Guess lKH has it's own plans. After all he is is the biggest shareowner of IWC and Ekovest { both developer and construction outfits } more is expected from this BM project { 140-150 billion value spanning 15-20 years }

CREc { China railway } is a joint developer of BM project. The HSR link with Singapore is part of the revived BM rail project. CREc will be part of the consortium { together with IWC and Ekovest }lobby for the project

revived BM include HSR link stop announced by TDM. Positive for construction stocks like IWC and ekovest

Uob Kay yin recommend healthcare stocks for 2020

Contra players clear position

Malaysia was a laughing stock interns of credibility and governance in the eyes of the world. Our Malaysian market was term as most unlove market in this part of the world.

Open at 95 for today morning start { no unwarranted Bursa query }

Botak has convert 62million warrants into mother shares in July2019. Another 32 Million convert by subsidiary companies. This was done 4 months ago. Botak is really a shrewd old fox when Ekovest was trading at around 82 -85 mark. Botak is not stupid

BM signal China state owned companies coming back to Malaysia after a lull of inactivity after GE 14. The BRi indicates China continued involvement in Malaysia key development. Malaysia need the FDI inflows

2020 is Trump election year. GOP needs to address the mid west agricultural core supporters

150 -160 billion BM project needs massive financing spread over a period of 10 -15 years. All local banks will be the key beneficiaries

BM is another iconic project { that may restart the stale HSR rail link } nothing is impossible if the China state owned company is given the go ahead.

Ekovest top stock hot money chasing

Need to wait for FBM 30 listings. Heavy rebalancing of stock listings by IB holdings. Bank counters got hit too

How to move 16 billion units of share units with hundreds of millions losses accumulated. NTA sum of parts may be higher but only can realised when all assets realized thru the market. Valuation can be subjective depending on the industry outlook and the company future projects ( not forgetting the P & L bottom line }

All commercial banks deposit guarantee by PIDM under BNM. ( Excluding non commercial deposit institution} eg Bank rakyat.
Alliance banking owned by Temasek holdings of Singapore . Top 5 commercial banking group I Malaysia out of the 9 are Maybank, PBB, CIMB , RHb Ana Ambank

Alliance bank very early to write Off all Its exposure to London Biscuits. Hopefully there may be write back after loan recovery

Alliance bank hit by London Biscuits loan default. Londo Biscuits defaulted it's loan repayment from several local banking institution

Owned by Temasek holdings. Did their kitchen sinking { clean up exercise } turn around after last year unexpected hit on their bottom line. Going forward financial ratio expected and should normalised

Sideway trading unless positive newsflow coming. At best range between 76 - 84

Sudden plunge this morning. Any news ?

Ekovest has abundance of cash reserve. Year in year out paid 1sen dividend

Botak is converting warrants into mother shares. He is schemming something

Shareholders spread extracted from their Board

BM, IWH, IW city, PLS ,all related parties controlled by Botak

AGM this morning double tree hilton

Botak is using the accountants jargon

Waiting for PH council announcement new cabinet reshuffle