CA pricing and the mother share works differently. CA buyers look at the potential in future capital growth ( not necessary using the mother earnings as the basis. which is why always challenging to work on warrant using the standard calculations ( plus the conversion ). happy trading

yes . small premium on inari-ca compared to other counters. possibilities both mother & son move higher levels. Happy trading

CA play is only for those who play for quickie. leveraging on margin % against mother share. play big win big ( strictly for those with big stomach ) happy trading

something is brewing in inari. past 4-5 trading days low volume. today's new high plus strong volume. may be related to their corporate's moves (eg. shares split or rights etc )

something brewing in inari. low volume for the past 4-5 trading days. prices started climbing up new high's . must be related to their corporate development

the stabilizing banks are given a mandate to support the price within a set price range for a period of 1-2 month from the date of listing. B.Plantations shares (portion)allocation to retail buyers means the counter may be under pressure. CPO prices of late is trending downwards

el nino is a extreme dry & humid weather that affect plant yields ( 6-12 months down the road ). Plantations counter yield will not be affected now but next year production may be impacted. CPO prices hit by hit stocks and weak soy bean prices. plantation counters more for long term play

malaysia need to raise their BLR in the coming 3rd Qtr

the NEP have given opportunity to the rent seekers

taciturn. good for you to share the Benalec EGM

too many ministries. many overlapping. with the PM Dept having the most Ministers

ILB - you need to be patient. wait for the news on their asset disposal

everybody know of somebody son(s) or daughter(s) either migrated or is working abroad leaving behind their aged parents or young one(s). this is a common scenario in our society. where everybody is looking for better prospect or better career advancement. the question is ??? our country blessed with abundance of resources but the people ( especially the non malays ) are forced to seek better pasture in other countries.

Mr Koon - Nice of you to highlight the inherent danger of investing (based on blind faith) . i believed most of the readers browsing your blog has their own ideas (what to invest) Nonetheless it's always good to have a second opinion

it can happen or it may not happen. bonus issue is not the key. the key is inari (company itself ). bonus (free shares split ) is secondary. buyers invest in the company. looking at its fundamentals.

Mr. Boon agreed with U on the points highlighted. nonetheless investors need to know the background of the company " caveat emptor " happy trading

Mr Boon comments on ILB is logical to ask. to address the bottom line. lots of listed companies have boring business set up. not every company is a +A listed name of our local exchange.

the smaller co's (exclude from the FBMT 100 ) are mostly the struggling ones. hopefully we can ride on something big if ILB is a target of another Company aiming for a reverse takeover. look at Focal (now renamed as Ecoworld)

with a clean balanced sheet and a healthy bank balance. if i have big ambitions i will target this sort of small cap with shares holder spreads among the few big core owners. this is part of the reason the directors are buying in the open market ( not for the co's )but for their own account to mop up any excess shares available.

the directors will be notified by their company secretaries of any changes & new registration of shareholders. happy trading & have a profitable day

ILB can take a look. fundamentals supportive. reasonable well managed company. directors acquiring co's shares. chart wise trending upwards. happy trading

we need to be mindful of we write and what we talk. Tun Ismail (the late ) once said there is no absolute democracy but controlled democracy (to suit the powers to be ). Thailand is good example ( where over politicking )led to martial law.

Malaysian ( Chinese , Malays or Indians ) need to careful with their words. it can come back & haunt (you)in an unexpected manner. just be logical and argue with facts. the truth will always prevails.

You can cheat (lie) once but you cannot cheat (lie) forever

need to be patient with this 2 counters i.e. Gadang & Benalec ( need to monitor the volume and the tone of the market. happy trading.

bears are still in control. need to be careful during the high production months.

hikayat melayu is the source of malacca sultanate. whatever is it loyalty to the sultan or is to the people? the jury is still out there. we can ask whether the police or army to serve the country or to serve the government of the day. i cannot answer that question.

RSPO is not a true growers council. the name sustainable is questionable. the RSPO membership only have 9% (planters)and the balance 90% consist of buyers and NGO's. it's a western NGO's using the RSPO as a front to control the palm trade.

Tunku Aziz as an elderly person has his right to said his personal opinion. nonetheless, the younger generations ( 30's or 20's ) will not have any sleepless nights on whatever things he opined.

power corrupts (well without any position or authority) TI is just one of many NGO's in the country. Tunku Aziz being the elderly ( cannot stomach) the politics (of being in the opposition)

as an opposition groupings. you are shunned in alot areas compared in the government. i have always believed in whatever things we do ( do it with sincerity ) if you are unhappy and believed you cannot change ( just leave without the need to bad mouth anything)

Lim Chong Eu despite his fall outs with his political rivals at UDP, GRM, MCA or even DAP ( in Penang ) never bad mouth this people.

to be fair to everybody reading this blog. everything comes with a price. we should know our risk limit & investment time frame. good luck & happy trading guys

people ( well connected )or on the right track ( opps ! ) right doesn't means correct. will always seem somehow treated differently. we have in the past see how enforcement agencies have different set of rules for different people.


Ani Arope ( if i am not wrong ) was Ex Guthrie head honcho. this are the gentlemen of the past. our country needs more brave people of this kind ( without fear or favour) to speak out the inequality

I agreed with Mr Koon assessment that PR (DAP) has an edge over the BN ( GRM) candidate. However, the voters turn out will be the deciding factor. Both PR and BN has their core supporters.

With the Hudad law proposal hanging over the PR coalition. DAP may be hurt by the current sentiment. assuming 20% lower turn out by the voters ( either thru work commitments or disillusion by the PAS proposal.


a simple calculations means - 20% ( non malay support ) and assuming fielding a malay candidate may attract Malay support of + 5% to the DAP candidate. This means simple calculations shows - 15% votes for the DAP .


whereas the BN ( Mah ) support base may not varies much as most of the 20% non Malays vote is not going to the BN. the 5 % swing in the Malay vote may not translate into actual votes loss.


The UMNO ( BN Machinery ) is still very strong in their rural kampong base not forgeting the Perak MB comes from UMNO. most of their core (UMNO) supporters are residents in the Teluk Intan area. as such DAP may not have it easy this time. A 10% swing will be tough to stomach.

does not matter what others say. everybody is entitled to their opinions. we need to separate the wheat from the grass. good luck

kretam holdings started operating their own Palm Refinery at Sandakan ( Green Edible Oil ) previously CPO delivered to others

whatever the prices need to consolidate before moving higher. Benalec price has move up between 10 - 15 sen Contra players will be tempted to lock in their profit. just count backwards ( T=3 and T=4 ) days and check the volume. No counters can move in a straight line. this is just how i (myself) interpret it. happy trading

ride the Benalec momentum. if the funds are accumulating. try to hold within your limit(s). everybody wants to make money but opportunity do not come (easily) You need to gauge what can hold and what cannot hold yourself . happy trading

Palm in the past relies entirely as a food crop. but with the usage of biodiesel. the equation has changed. with strong Crude oil prices. palm will be cushion by the fluctuations in edible oil prices.

(oriental)malacca project quite substantial. smart money building up. inaddition Penang and Johor projects is waiting for regulatory approval. hopefully more good news to come. happy trading

high volume for the last 2-3 session (after lying low ) plus higher prices = possible new corporate moves or additional land awards. maybe worth looking. play is now on second liners Q & G, construction and property counters

ESOS is normally spread over 5 years ( vesting period ) each year entitled to 20% . the ESOS pricing is given to their directors & management. this is different from free share(incentives ). ESOS must be paid by the staffs either on their own or thru share financing. You need to look at their vesting period and the exercise price against the market price

good counter to hold after the family disputes has been settled amicably. their business profile (is quite diversified) except for their dividend yield records. happy trading

daya moving out of the consolidation zone. with all the bad news behind Management is positive on this year earnings. maybe time to have a relook at this counter. happy trading

market is listless. so no reason for INSAS to push higher. market MOMENTUM & timing is important. haPPY TRADING

trust & independence of the judiciary is paramount. the 3 branches of our country administrative & judiciary must be separated. 1. Executive ( PM ) 2. legislative ( Parliament ) 3. Judiciary ( Courts )

the best of times & the worst of times. we have seen ( experience first hand )the asian financial crisis,US sub-prime crisis, the lehmen bros "kaput ", the euro zone debt crisis but the market recover and somehow moved even higher.

we cannot predict the future even we have a magic crystal ball. nonetheless he is so bearish that at times he believed a meltdown is forth coming.But i sincerely hope we do not lived thru to see (witness) a world financial melt down.


the IMF, the world bank and all the central banks certainly will ensured such a scenario will not happen. this is why we have the QE easing and the printing of fiat money. Nobody wants a repeat of the financial meltdown. it's will hurt them more than it hurt us.

cheers. have a great day

inching up is better sudden surge which may attract UMA query. check the edge daily . a good write up. happy trading

what's important. we ride on inari & insas upward momentum. happy trading

1st qtr result ( end March ) will be out in May. possibilities of announcement together with the bonus split (stories circulating)before main board moves

1st qtr result(end march) out in May. possibilities of INARi transfer together (rumours of their bonus split) will further push up INSAS shares

after the Friday sell down. prices for both counters ( i.e. inari & insas )is still intact. volume wise is building up. will be nice if prices ( MACD ) break out . happy trading

respect & trust is earned (not by chance ) but through your own deeds

that's a few write up on FGV prior to their listing. the main concern on FGV is their high percentage of aging palm ( ie. above 20 -25 years ) which is due for replanting.

In addition, their structure is bind by the guarantee to aside at least 20% of their dividend to Felda Koperasi ( as a form of social obligations) Their yield per hectare is lower compared to other plantations.

This is the one of many reason, why FGV try to diversify their earning base to hotels, biodiesel and trading. Last but not the least alot of their own CPO is traded in house ( pricing from plantation to Oil Mill)

this is my personal observation. happy trading

Mr Koon - not everyone thinks alike. whatever decision they made. it's their own choice. cheers!have a great day

The USD is considered a world currency used (hold) by all central banks. Despite it's limitations there is no other reserve currencies ( at this point of writing) to rival the USD

US is printing fiat money to prop their economy after their sub prime crisis. a point of interest- the biggest holder of USD reserve in the world is China, Taiwan, Russia, Japan, Gulf states & Hong Kong.

previously the Euro was and were touted as an alternative to the USD. but ever since the Euro debt crisis. the IMF and world bank is struggling to ensure the EU survives.

China (Yuan) is growing in importance but nonetheless it's still premature to tout it as a world currency. the world's trade is denominated in USD (thus whether we like it or not) we still need to live with the USD.

the biggest economy in the world (at this point of writing) is US, follow by Japan, China, Germany and the EU Block. None of us would like to see a great Depression in our live times.

so cheers, have a great day ahead.

T+3 or T+4. Inari shares gain traction on Monday. contra players will not wait until the last minute. most players will book their profit either on day T +1 or T+2. Happy trading