Waiting for PH council announcement new cabinet reshuffle

No. Over price other banking counters offer more opportunities. Just my personal take

EPF is doing their books rebalancing. But if they dont jack up Ambank prices { the portfolio will be hit } year to date plus danger of Ambank replaced at FBM 30 by other components. Ambank is sitting at the bottom of the list

At 4.60 Friday closing TG is down 18% against Dec 31 closing price of 5.60 { no thanks to KWSp heavy sell down previously. of late lim family is buying back TG shares { but is it sufficient } but a point to note KWSp has stopped their selling

Good PH lost massively at the by election. PH needs to buckle up its act and not turned itself into BN 2.0. it's controversial flying car project, khat , TARC { LGE} wothdrwaing grant . 3rd national car, PKR infighting all adds up to people disillusionment. The loss of votes { Malays and non malays is a final call } if they don't need the people voice. PH may ends up 1 term government of the day. Sad but equally true

Quite interesting development s at Ekovest. All we know Botak is aiming big at Ekovest by converting the warrants into mother shares. Botak is switching it's bet between IWH , BM , Ekovest respectively. The land acquisition is just put of a deal. Look at a dinner prints . Maybe we can get more answer coming AGM. But we need to ask Botak at the meeting

Without knowing their end game. Botak is acquiring the Johor freehold land from IWcity by issuing Ekovest ICPS at an issue price of 1.00 per share. The Johor land may be part of the RTS Singapore rail link. once the RTS link started land value appreciate. Both Ekovest, IW city { Botak will benefit }

FBM 30 is one of the market cap Indicator. We have FBM 70 and of courses the KLCi 100

AGM only registered shareholders allowed in the meeting hall. Proxy can be nominated prior to meeting { if proxy is attending then the shareholder can't be present }

They have recruited x-cimb investment bank CEO to their new board { wef 30/10 }

Without prejudice ambank pe ratio is the lowest apart from affin. Dividend yield & earnings are at par with the top 4 banking groups. Current new management is more innovative and a higher payout coming FY year can generate more interest in this counter

bfast analysis - morning calling buy citing CI more room to edge higher. Index make u turn down -8

LGE should resign . His action of withholding TARC grant gather much bricks bat from Johor voters. At food Court people asked DAPwhy are u not helping TARC a private institution set up to help non malays for higher education. DAP ceramah speakers was booed

Foreign funds nimble at Bursa but wallop big at Vietnam

A lot of unhappiness exist on the ground whether Malays and non malays. It's not easy to govern neither it's easy to defend policies. a lot of voters will sit out and see how Bersatu vs new minted Umno/pas alliance fared. Mca is just a pawn and of insigficance

Tying error. Current CEO contract may not be renew. My apology

Cimb currently CEO { Tengku} may need to be renew..Chaeron my be appointed in his place

FBM 30 is based on top 30 market capitalisation { there are multiples group holdings on the FBM 30 list. Good example is Genting and GENM. effect is immaterial if TG provides good dividend and earnings stream

Last minute spike up {block bids }

From a high of 40 send offering ditter to current 18-20 mark

Esos pricing not finalized yet. most likely at coming end november

Despite averaging down. my holding cost still at miserable 40+. Waiting to minimize my loss whenever permissible. Keeping my finger crossed

Year end mini rally possible. Malaysia {Asia most underperforming compared to it's regional peers }

cimb price surge unexpectely- definitely something brewing

EGM $20 old town cash voucher

Mabel : Sharil total pay package inclusive of his contractual amount to 72 million per annum { whether company is profitable or not. Do your maths 72 Million x 3 years=210 million plus excluding other perks. How to make money when alot of O&G gas counters drop like shit { past 3 years}

Sharil and Mokhzani { joint CEO} after their merger had a fallout over the company direction. Subsequently Sharil wins the tussle resulting Mokhzani exiting the company. Nothing to do with politics except personal differences. Sap group enjoys good patronage during BN days

Write a comment.. Tomorrow is EGM date. Can asked Board their outlook

Glic and IB rebalancing their books for your end last qtr closing

If Fed cut 25 points today. Wall Street may react positively. Oil and gold will push higher. Energy stks may benefit

Worst is reach

Trade war benefits no one. Not all tech companies are the same. The shift in supply chain will benefit Vietnam more than Malaysia

Short term target 39-40 price

News of IJM selling off their plantation arm may stirred interest. Only few group { eg IOI ,Sime or Getting } have the means

Natural glove is cheaper & more widely used unlike surgical gloves. TG is the world number 1 producer . TG is a home grown producer { listed in 2001 ) and now operates in China, Thailand and other Asean countries

Nothing moves in a straight line

EU moves going to hurt plantations bottom line. EU is the 3 largest buyer after China and India

14 sen interim dividend declared.good for a growth stock ( price against dividend }

bogged down by MSM and Indonesia division. don't expect turn around the 2-3 years despite marginal recovering Cpo prices. higher USD another drag on their bottom line

mundane AGM

tan Sri sharil { CEO } 2018 total remuneration is 72 Million { a Hugh amount and size } compared to its peer. this is something EPF and other institution's stakeholders need to address

this counter hard to move due to the level of indebtness plus the Hugh share base not forgetting a lot of shares already pledge to the IB"s

GE 15 stil 3 years away. in politics 1 week is a long time
every change comes with a new set of corporate titans

the casinos business in downtown New York is different from Malaysian or HK set up. casino business is bad and tough in U.S.. do not expect the scenario to change

stupid trump threat on China imports

bloody sell down DJ after trump treat warnings

overseas market sluggish pending Fed rate cut. construction{ INFRA }stocks should inched higher following ECRL revival

without prejudice. company only announced quarter result every quarterly as needed by bursa. monthly statistics { only track by analysis }

if PLA start patrolling. HK may { see } deeper anger and dissension

a good lawyer can put words into your own mouth