buying a property and building a mega-mall is 2 different type of projects. buying a project (you can forsee or project the value based on traffic count, location or infra development projects )

building a mall looks at things ina different angle. location and attracting buyers or tenants. selling on future catchment areas or potential capital appreciation.

some developers are good (enticing customers ) some are not soo good. Mall attractivneess subject to tenants mix or branded lifestyle. Sg Wang plaza is a prime example where MRT projects and on going construction (plus certain local factors ) has turned the once sought address into less desirable or secondary choices for city folks.

traffic at Pavilion or Low Yat is less affected compared to Sg Wang Mall. Whether Gadang project at Tampoi is a hit or being hit ( is still early days )

market drag down by selling pressure. contra players hard hit by sharp drop on Gadang . last Thur 3.28 ( down -46 ) today is T+2

anything link to Eagle high, Indonesia. ??? investor not happy with FGV ( thru FIC ) buying their debt papers. just my guess

BMD CPO futures forward months $2,800 level. FGV seems heading south ?

the least I can say. the Loh family is proactive in managing the business. the shut down of the 2 lines at thier Penang {TS} is based on what was forecast during the sales slump of solar wafer 3 months prior to the price recoveries
it's a social PR disaster with Tek seng holding price slump 30 %. TS solar is one of the subsidiaries { that contributed part of Tek Seng group consolidated profit}
coming qtr result is an affected based on what's reported. nonetheless need more details after the qtr is make known. the consolidating fact is the Loh family is mopping up the shares and warrants.
keep our finger cross something good is coming. maybe a bonus shares issued ( just a wild guess } happy Diwali

Malaysia relies on CHina FDI.straight forward answer. China invest big simple fact

Myself not aggresive. BUy and hold (not the contra kaki ) limited bullets. Ha - ha. happy trading

based on the projected volume (TS) anticipated that the excess lines become redundant. this 2 lines are manned mainly by FWorkers. Total workfore comprised of 25% foreign contract workers (75% balance are locals ) Figs extracted from their 2015 report

Tks, testing your inputs. Hopefully can reproduce it withhigh accurancy

company structure quite straight forward. nothing compares to others ( where a myriads of companies invested ) fabrication and assembly not rocket science. you place the orders we produce. real brick and motars business. all penang born entrepreneurs ( not flashy like Jlow ) Ha-ha . He is from Penang (JLow ) Ha - Ha

the Loh family (combined interest) hold app 137 Million shares out of total 266 Million shares issued. app 51% of the paid up capital excluding any warrant conversion or shares under nominess. Loh members are all active in the running of the company. they must know something good is coming

Yup. AAX trend is dictated by smart money. we just ride along with the waves. Need to be cautious. Nov 8 election (US ) may be a red herring

LOh was stun by the bad publicity. Tek Seng price drop 30% due to the one off lay off. Lessons learn in a hard way. TS Solar are contract assemblers for their Taiwan partners. Volume tends to fluctuate based on forecast demand and orders

most analyst tracking banking stocks expect CIMB Niaga & CIMB Thai to perform much better

Najib may surprise everybody with a MOU with China on the veg oils import. Last time Chinese Premier visit ( pushing hard for a trade deal) but never materialised. Hope this round Najib can get China to ink the MOU

Indonesia under Jokowi has attracted alot of FDI. Kenanga has put a buy on Maybank. they expect Maybank ( top GLic) to regain their number 1 position over PBB. Maybank has exposure in ASEAN and Asian region. PBB strong in the domestic operations. Hope Maybank can ride on the strenghenting ringgit

forthcoming dividend means cashflow is strong and expect good qtr result.

Yup. sometimes Edge tends to politicise issue

read that piece of news. Myself not in a position to comment. Previously FGV ( under Emir ) wants to acquire 28%+ of Eagle High shares from Rajawali group. Subsequently , matter delays because of unhappiness due to FGV high acquistion share pricing . FGv reported paying 30% higher compared to market price.

Later, reported thru FIC subscribing Eagle High debt papers. FGV is a wholly owned GLIc. Even if CEO ( Zakaria is not favour ) if its a Board decision he has no say. This is how i look at it. reasons ? why FGv shares fell against the general uptrend in CPO prices.

Negative news flow on FGv subscribing Eagle High (Indonesia ) debt paper thru FIC ( FGV investment Corp ). Eagle High high borrowings ratio. Total debt app USD 600 Million. This is my personal view. Not an inducment to buy or sale. FIC or FGV at this point of time has not confirm or commented on the Eadle High Plantation debt papers

need to re-read and see whether myself fits in. Ha- Ha .

Crude Oil has marginally impoved from their lows (currently at USD 50 per barrel) Despite whatever OPEC cut's in production. Oil has floundred and most analyst has forecast Oil price to trade between USD 40 - USD 60 per barrel. Anything higher, the shale gas producer will kicks in. The US and China ( both oil guttons ) has moved away their 100% reliance from Oil.

Oil is a major operating costs of Airlines. However, key revenues still relied on the Airlines connectively and other cross sale of the airline services ( hotels, insurance, food, cargo etc.) this is where AA group has a leg one up on the other competing airlines

This is something myself disagreed with Yap. first timer should be allowed to withdraw more from their EPF A/C 1 (together with A/c 2) to allow them to own a house or apt ( whatever ). Indirectly a house is also a long term investment rather than park in EPF for another 20 years. Whereas the money in EPF(15- 20 years) till retirement age is not a smart thing ( unless you intend to draw the EPF like a pension fund) A roof over one head is paramount rather than talking about other alternate investment as suggested by Yap. Share it if you agreed.

despite the cut in subsidies. our Government of the day is faced with a tough balancing act between growing operating expenditure (leaving less room for other infra, research & development developments )

one of the key areas ( year in year out ) is the growing percentage of the pay out pension & wages fork out by the government. Our civil servants (against the country's population ) is the highest among the world. Plus the growing life expentancy means more salary and less room for other critical areas.

Fuel cost have a bearing on airlines operation. If frequecy increases ( likewise the percentage of Jet Fuel may correspond drop ). Most hedge between 4 months - 6 months on a fixed quantum with a variation of Jet fuel supplied.

If prices trending down. Oil companies will offer 10-12 months forward pricing. If they feel pricing is going North. then like wise the quantum they offer is lower and period is shorter. This is part & parcel of everyday trades. It's applies to everybody in the airlines industries not only AA group.

with GE 14. BN may surprised us with election goodies (cookies ). tax cuts could be on the table ( both corporate and individual )

most Ib very conservative on to price. they will upgrade and downgrade { after the market moves}. most reports are just good read for past result

i a still waiting for Mr Bb to unearth an hidden jem * eg inari 80 moved up > 3. 00 or AWC from 40 to 90. or recommend us to buy AA at 1 40 { now 2 80}. this are the counters everybody love to hold not CSc

coming budget. incentives for solar & green technology industries. under the NKEA Malaysia has targeted this sector as a key area for economic transformation. if more tax breaks materialized good for TS solar ( jv with Taiwanese with German technology) just my view on the solar & green industries.

basically it's boils down to one thing. this forum has generated alot of interest not only with retailers but also from fund personnel. people like BB utilised this forum to influence people decision. some may even attempt to use multiple identity to create panic. just do our homework and separate the straw from the wheat.

Ringgit continue to drop. today traded at 4.18 to a USD. beginning of September holding 4.08. sharp fluctuations good for TS Solar business ( sales denominated in USD )

GZulu @ nice of you to organise the tour. Myself cannot make it on Thursady. Maybe you can keep us posted on TS ( after the visit ) You have a nice day

Very modern factory. located at Bukit MInyak, Penang. Should visit it

what ever game-plan. price up benefit more people & players but if drops everybody suffers or slow-down. be it crude oil, commodities or equities ( only the key syndicate members can ride on the downtrend.) uptrend evrybody can enjoy the good fortune. this is just my personal view.

if China and Taiwan is good no reason for TS solar cannot perform. Solar is big business

should read: errata you feel ( or fear ) that will affect FGV price

they will scream sell - sell . on what basis ? at least tell us reasons or factors that you feel ( or feel ) that will affect FGV prices. Let people decide whether your views are reasonable.

on the same boat or bus . average cost 8sen. you win some-you lose some

yup. share the same idea. 7.5-8 just hold. if major holder ( Phang family ) not selling. Contra players flush out. younger Phang running the show . aggrevisely changing company profile.Young man also want face.

Sanichi is a nett cash position. after RI (moved into property sector) freehold land which they have acquired previously. Management needs to provide a shot in the arm for their shareholders who subsribe for the Rights

Maybe not in a pink of health but definetly not a cold turkey either. SJ report is positive in the coming qtr. let's keep our finger cross. After all at 7.5 - 8 cents. Major Holders ( Phang family ) also keen to see prices moving up. good for them and good for us.

Reports of GLic taking a stalk in the company would add more cloud ( if approval is needed ) certain projects you need a Bumi partner percentage in shareholdings. This is my view on Sanichi at 7.5-8 ( not an inducement ) for anyone to buy or sell .Cheers

ttb { icap} has perform below par. no excuses whatsoever for the past 4-5 years. ttb still slinging the same old song. market crash or over valued. please be a professional accept your mistake

SJ report is very positive on sanichi but today market discounted. Sanichi needs to perform after their rights. everybody eyes the property segment ( hopefully brings the much needed cheer ) to the shareholders

between AAX (39.5) and Sanichi (7,5). I take a shot at Sanichi. I hope my intuition is correct

Between AAX and Sanichi. I take a shot at Sanichi. I hope my intuition is correct

if you only have 100K in your EPF. 30K in Account 2 raised to 40K. Makes no significant difference. Government need to look into possibilities of combing A/c 1 and A/c 2 to help house buyers ( instead of segregrating )

Chart wise AAX needs a clear beakout > 41 . Since August stuck in a narrow price ( 41-39 )range

expensive toilet roll (premium grade)

funny claiming to be best of the best. if holding cash is a sure win then why establish a stock exchange in a country. the last 5 years we gave seen inari price shoot up > 3.00 from 0.80. AA price move up from the low of 1.30 to >3.00. AWC climb up 90 from 40. FGV climb from 1.30 to 2.50. where were you?

DSWa is a good lady but not cut out as Leader { maybe nurul izzah has the DNA} MB Azmin is a shrewd politician { never underestimate him} RR { MP@Pandan} is smart but not political savy. this is just my personal view

Baharuddin morning - in politics nothing is impossible. DSAI and TM is a good example. there is no friend or permanent foe. The late" tok guru" is one of the few man {without fear or favour} who lived by his own principles. My greatest respect to Nik Aziz. you have a good day