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

have fun and a nice weekend break. cheers

Opposition ( PH )is like a bag of sands . each one looking at their own turfs. BN laughing all the way. Penang may be an issue for BN, Kelantan and Selangor is BN prime target. the rest BN all the way.

Dr Mahathir (Pri-bumi) talk but no members. How to fight BN without soldiers. this is a fact. We can shout PH wins 54% popular vote but seats wise they lose to BN ( due to seats distribution . Current arrangement weightage is 3.5 against 6.5. Tell me how to win ?

FGV controls 50 -55 Federal seats and app 80-90 state seats. THis is the reasin FGV and Felda Settlers so important to Najib. Pekan ( Najib seat ) is surronded by Felda scheme

All airlines hedge their jet fuel. but AAX and AA hedge 80%-90% of the Jet fuel at USD 55 per drum till year end. Airlines want impose the fuel surcharge if jet fuel goes higher. Even Saudi Arabia ( Opec members unable ) to forecast oil prices. they have shal;e oil as their biggest competiotor. Shael oil comes into play if Crude oil touch USD 60 .

Jet fuel accounts for 35%- 40% for most airlines operating expenditure. Cheaper for long haul operators compared to short haul flights. this figs extracted from AA group and SQ

Kenanga equity funds also buying in. whether translate into higher pricing
is another story. their target price is 2-3 months tagline

investor (1) & iinvestor (2). sometimes get confused over the arguments. nonetheless. whether Sanichi moves up or not is beyong my control . After RI and change of business directions ( Sanichi should be chupping along ) whether this translate into higher share price is another story.

what we learn from news reported is . of late big chunk shares transacted to a third party. Either a GLIc or a nominee ( at this point of time is not known.) their maiden property investment will be a startegic direction for the company in years to come.

financing is not an issue ( freehold land) Banks holding a lien over the property will give a bridgeing loan for the development. Property loan is expected to be flat due to consumer financing issue

another RI is premature. as the last RI( fundings conditions as stipulated in the terms based on Bursa needs to be fulfilled ) Company basic fundamentals may not be in the pink of health ( same goes for a lot of other companies ) if not Sanich shares would not be at 8 sen.

Another IB has a issue a call (TP) for Sanichi at 14. Whether this is truly reflected. I am not in aposition to known. Nonetheless, at 7.5 -8 I will willing to take a risk and have a shot at this counter. This is strictily my personal view. Not an inducement for anybody to buy or sell

MBSB well supported by EPF

local O & G relies on Petronas. Petronas has cut and reduced their Capex. tough times going forward. Sanichi case ??? see the battle between GLic and Mr Shark

with the emergence of China & deleveraging of the USD. the US has lost alot of political & financial dominance. the collaspe of Lehman Bros ( too big to fail ), the subprime crisis, the ongoing saga between US and it's allies. The fallout between World Bank, IMF and the ECB over the PIGGS debt crisis further distance the Germans and EU block from the US. US forcing the TPP and the TPPA on his allies has backfired. Trump says he will killed the TPP. Hiliary says she is against the TPP before and after the elections. The 12 countris who signed the TPP ( Including Malaysia ) is now looking at the walls.

anakku - look at the expiry date before you go for the warrant

stonenut is consistent in his buy call on MBSB. nobody can predict how the market moves or the timing ? patience is finally rewarded

everybody wants to earn a little bit extra . Millions $$$ target ( maybe for the big players but not for myself ). do your homework and ride on the upturn.

it make sense. buy the right stock buy and hold strategy is not applicable for everyone

nothing wrong to lock in profit. smart trading. money in is good money

patience rewarded. cheers

cari makan- penny stock above 10 sen good for everybody

Big Block of Sellers Vs Buyers means nothing. believed volume play is under the same Mr Shark and Mr Buaya ( operating under buy and sell ) . China is going to have the golden week holidays. Overseas market distracted by US elections. Local news were be influenced by coming 2017 Budget

interesting play! push Sanichi lower ??? Major shareholders holding firm. RI at 10csen. Mr Buaya or Mr Shark will lose money if price not going higher. keep our fingers cross and see what is Mr Shark plans

Mr Shark or Mr Buaya is not going to sit back and play high volumes at 8 cents . They aim big and after RI ( money and game plan ) is to make big money. selling at 8 sen is not going to bring in any monies. this is my personal view

Sanichi ??? something is cooking. Big volumes play( price holding firm at 8 )

Icap result is nothing to shout about. and to wait for a major correction before investing is akin to doing nothing. we have seen major price before and after Subprime, Greece default, Lehman Bros and Brexit vote. Oh Missed out GE 08 and GE 13. what else are we waiting ???

last friday contra players sold out. this week shud be positive. chart wise FGv positice after breaking out. happy trading

if insider move is accurate. suitors finally coming in with proposals for a giant islamic bank { innline with BNM ). if today can close positive > 95 ( then something is cooking)

bursa is more or less dominated by local funds and Glic after the exodus of FF late last year. us elections have a bearing on world's politics. business is business whethervTrump or Clinton is still in early days { same thing happen before Brexit vote}

PM will tabled 17 budget in october. expect some firm of pre budget rally ( rather focus on nov us election ). lest but not the last. Malaysia is tryingbyo attract China investment. look at Bandar Malaysia, sale of 1mdb assets, Penang bridge and coming HSR

analysts ( mielke, fry and dorab) have thier own views. what they thinks is not necessary true. market keep on changing. they are just making an assumption.
dorab last year predicted CPO snowballed to $4,000 using crude oil (biodiesel as game changer). all of us know last year was a miserable year for plantations. dorab is a trader. he owns Gorej trading. previously he sold off his his Indonesian interest. lest but not the least he have a hidden interest in his calls.

FGv has drop from $5.5 (high) to below $1.35 { year low} FGv has turnaround. we have not rule out Fgv assets revaluation{biological plants }. another catalyst is an interim dividend
this is my view.

very puzzling on KYY sudden u -turn. instead of buy calls ( now its the other way round ). OTB work for him but now he disagreed with his call selections. something just doesnt jell. maybe others can enlighten me ???

to me 6 sen is ok ( maybe i am not greedy ) Cheers & have a great day

blueocean - you got a point. if not interested (MBSB) why stay ? at this forum. this column is for sharing any updates or news related to MBSB.

the problem lies with people who attend AGm. Most shareholders ( majority) are not prepared to ask Q. Only a minority are there to ask. hopefully we can see better participation this year

to table a motion under other matters. you need to submit the Q in writing
before the AGM

the last Agm (Icap ) everybody voted for TTB. Just wait and see this round any firefight

BNM needs to lower the BLR or OPR to stimulate the real economy. talk is cheap ( banks are still rejecting loan applicants )

TTB is an experienced guy ( but to wait for a crisis ) before putting the cash to work is something i disagreed. As a fund manager. your job is to grow the funds size and price.

BY holding on to cash and waiting for the right time to invest is counter productive, WE have seen the subprime, PIGGS debt, Greece default and the Brexit. Not forgeting the Lehman bros etc this is my personal view on Icap

GOP ( Trump) is a businessmen. whether Hiliary or Trump ??? NOnetheless. US have their check and balances. Even the President have to seek the 2 houses ( congress and senators ) blessing.

Unlike here everything is just push thru. Appoinments of key secretaries need to be endorsed and grill by the respective houses ( before the candidate is appointed ) This is to ensured only suitable candidate is appointed.

Even the birth-right of a elected President (Obama) Is questioned. The House of Commons is controlled by Democrats and the Senate is under the majority GOP. The US Senate is elected not appointed.

Even their Defense chief of staff is aslo under the same sort of scrutiny. any forms of irregularities. out you go

you missed some and you hit some. market is too big for any individual except say GLic ( PNB, KWSP or KWAp ). who are we to say we are 100% accurate in our forecast.

Bursa market is more localised than what we think. Majority of the blue chips are controlled by funds and GLic. perphas with the exception of Ace counters.

If Government wants to peg the market at certain level they can just flick their fingers. KWSP is one of the largest retirement funds in this region ( notfor getting Tabung Haji and KWAP ) Need we forget we also have value cap and PNB.

Their principal activities are investment. Happy trading

Pre-budget meeting with Ministry of Plantations & Commodities. Might have some good news for the sector

jwchuey- morning press released by Fomc (janet ) rates on hold. sounds good for equities. Bursa is underperforming compared to our neighbours. Hopefully, market can pick up the momentum. Pre-budget rally ? just keep our fingers cross

FOmC voted 7-3 to hold rates. market positive for equities. pre budget rally possible { feel good factors}

rates unchanged. DJ close positive. good for equities

cw is not a game for newbie. understand the risk { before looking at the rewards} you need to understand different types of cw issued.

rates on hold.today uptrend momentum continue

TF is looking at the idea (separate listing) AAC . Bursa Malaysia is not on the list . Due to valuations and tax issues. Perkins is an experienced chap who knows inside out the investment banking fratenity. Maybe too early . that's way TF says AAC will be discussed and bought to Board level . Japanese are very keen on AAC . but that's another topic for another day

credit must be given to TF for the AA brand. Fuel cost is the biggest operating item( 38% ) for Airlines. prices of jet fuel has slumped app 40-50% ( Y-o-Y ). currently USD 50-55 . Jet fuel is more expensive than Brent Crude

AA group has hedged 80% of the jet fuel costs ( meaning any unexpected price up ) is under controlled. Fuel efficiency is important for long haul flights. you look at MAS . ageing planes , low load factors & high operating expenditure ( fuel & mainteance ) and lack of connectively ( fly hubs) that is what killing MAS

Believed it or not AA ( TF) has more or less sorted out the major issues facing AA except for it's associates airlines. TF is betting big on India and CHina . At the WEF. everybody agreed that China and India is the growth engine of the world ( not US )

Whether AA price stays up or move higher. we need to look at other factors that may impact the LCC business models. Maybe TF knows something we dont know. AAX international HQ is at Jakatra ( not at KL ) why ? i dont have the answer

Resistance at 2.39 ( previous high ) need to be patient. FGV not for pump and dump

yup. whatever say and done. the bottom line . can we make money $$$

morning good start. mother and sons ( cw) all moving in unison. good

open forums ( suppose to share news or any updates ) not the intention to laugh at people misfortune.

i am onboard (AA and AAX ) just keep our fingers cross

open forums. you get some good news, some bad or whatever ( used your own discretion )

high time for FGV to move up ( positive momentum ) further upside if US rates maintain exchange till end year