Any updates on your list recently? What's your thought on the looming recession and how does it impact your holding and portfolio as a whole?

Any changes to your list recently, based on the quarterly earning results?

https://zoom.us/webinar/register/WN_BVSqABdhQKCrAaLvGlY4Tw

MIDF Conversations is back with our second speaker in the series, En. Jalil Rasheed, Group CEO of Berjaya Corporation Berhad on Thursday, 15 July 2021 12.30 PM

Jalil needs to start actual divestiture sooner or later for a leaner structure and to repay debts as to what he's been preaching. The investment communities want a concrete move.

Good time to collect? Jalil will be talking about the BCorp restructuring efforts in more detail at Bursa's Marketplace Fair tomorrow. BJTOTO for sale?

Disrupt or Be Disrupted. Leaders Speakeasy with @rizalzulkapli & Rozina will discuss leadership in corporate Malaysia & leading transformation wt @jalilword as he reaches the 100-day mark as GCEO Berjaya. LIVE 11am today on @501Awani #leadership #youngleaders #transformation

Meanwhile, for the full nine-month period, Daibochi’s net profit increased by 4.66% to RM38.14 million from RM36.45 million a year ago, largely attributable to the applicable tax incentives derived from ongoing machinery capacity and capability expansion.

The group’s revenue, on the other hand, rose marginally by 1% to RM468.14 million from RM463.5 million previously.

Moving forward, the group said demand for flexible plastic packaging (FPP) in the food and beverage (F&B) and fast-moving consumer goods (FMCG) sectors remains resilient alongside the region’s population growth and urbanisation, as well as consumers’ preference for convenience and environmentally friendly packaging.

@Rozina_Aziz
Disrupt or Be Disrupted. Leaders Speakeasy with
@rizalzulkapli
& Rozina will discuss leadership in corporate Malaysia & leading transformation wt
@jalilword
as he reaches the 100-day mark as GCEO Berjaya. LIVE 11am tomorrow on
@501Awani
#leadership #youngleaders #transformation

I’d like to welcome Nikki Gee to Berjaya Corporation Berhad as our Chief Strategy Officer. Nikki and her team will be responsible for:

- Performance Monitoring
- Strategic Projects
- Corporate Strategy
- Investor Relations

This unit will be the overall coordinating centre to ensure we execute faster and undertake the divestment efforts in most efficient way.

I will also be joined by Syafiq Azman & Sharifah Amalina in July as my Special Officers who will be assisting me with, well almost everything. Both were interviewed via Zoom and have never stepped foot into the office. This itself requires a great deal of gumption & trust on their part.

Thank you for getting on this exciting journey. It’ll be quite a ride I can promise.

https://www.linkedin.com/feed/update/urn:li:activity:6811961352521949184/

Pricing power gives plastic packaging manufacturers an earnings boost

https://www.theedgemarkets.com/article/pricing-power-gives-plastic-packaging-manufacturers-earnings-boost

TGUAN, SLP, TOMYPAK, SCGM, SCIENTX, DAIBOCI

Pricing power gives plastic packaging manufacturers an earnings boost

https://www.theedgemarkets.com/article/pricing-power-gives-plastic-packaging-manufacturers-earnings-boost

TGUAN, SLP, TOMYPAK, SCGM, SCIENTX, DAIBOCI

"Tmrw morning will have staff townhall to explain Berjaya Corp’s strategic plan, and reorganisation. The What, Why & How. Later in the evening after market closes will share it publicly."

-Source: @jalilword

Earning soon!

SCIENTX getting their revenue for packaging biz via their holdings in DAIBOCI

During lockdown, the demand for plastic packaging surges for quite some time as evidenced by these counters previous lockdown's financial results. Most counters $SCGM $TGUAN $SCIENTX $DAIBOCI $TOMYPAK $SLP are now reasonably priced. Thank me later.

The next one to announce earning will be DAIBOCI.

https://www.thestar.com.my/business/business-news/2021/06/08/bcorp-disposes-entire-stake-in-peugeot-dealership-to-bermaz-other-shareholders

KUALA LUMPUR: Berjaya Corp Bhd (BCorp) has disposed its entire 51% stake in Peogeot distributor Berjaya Auto Alliance Sdn Bhd (BAASB) for RM6.67mil cash to other minority shareholders including Bermaz Auto Bhd.

The deal will increase Bermaz's stake in BAASB to from 20% to 55%.

“BCorp is in the process of transforming into a diversified consumer group with focused business verticals and this divestment is part of the restructuring and rationalisation exercise to divest our non- core assets to create and enhance shareholder value.” BCorp group CEO Jalil Rasheed said in a statement today.

“With Bermaz being part of the BCorp Group previously, we recognised that it would be more synergistic for Bermaz to acquire BAASB. Bermaz’s capabilities and expertise in the automotive industry have been proven by their tremendous success and impressive track record in running the Mazda business, and we are confident that they will be able to do well in replicating the same business success for Peugeot,” he added.

In a separate statement today, Bermaz said it has acquired the additional 35% stake in BAASB from BCorp for RM4.58mil.

From the onset of MCO1.0 until now, most plastic packaging counters have been the silent winners.

bought at low 26.5sen, thank you Jalil !

During lockdown, the demand for plastic packaging surges for quite some time as evidenced by these counters previous lockdown's financial results. Most counters $SCGM $TGUAN $SCIENTX $DAIBOCI $TOMYPAK $SLP are now reasonably priced. Thank me later.

During lockdown, the demand for plastic packaging surges for quite some time as evidenced by these counters previous lockdown's financial results. Most counters $SCGM $TGUAN $SCIENTX $DAIBOCI $TOMYPAK $SLP are now reasonably priced. Thank me later.

During lockdown, the demand for plastic packaging surges for quite some time as evidenced by these counters previous lockdown's financial results. Most counters $SCGM $TGUAN $SCIENTX $DAIBOCI $TOMYPAK $SLP are now reasonably priced. Thank me later.

During lockdown, the demand for plastic packaging surges for quite some time as evidenced by these counters previous lockdown's financial results. Most counters $SCGM $TGUAN $SCIENTX $DAIBOCI $TOMYPAK $SLP are now reasonably priced. Thank me later.

During lockdown, the demand for plastic packaging surges for quite some time as evidenced by these counters previous lockdown's financial results. Most counters $SCGM $TGUAN $SCIENTX $DAIBOCI $TOMYPAK $SLP are now reasonably priced. Thank me later.

Lockdown = mega profit for plastic packaging manufacturers: $SCGM $TGUAN $SCIENTX $DAIBOCI $TOMYPAK $SLP

Lockdown = mega profit for plastic packaging manufacturers: $SCGM $TGUAN $SCIENTX $DAIBOCI $TOMYPAK $SLP

Lockdown = mega profit for plastic packaging manufacturers: $SCGM $TGUAN $SCIENTX $DAIBOCI $TOMYPAK $SLP

Lockdown = mega profit for plastic packaging manufacturers: $SCGM $TGUAN $SCIENTX $DAIBOCI $TOMYPAK $SLP

Lockdown = mega profit for plastic packaging manufacturers: $SCGM $TGUAN $SCIENTX $DAIBOCI $TOMYPAK $SLP

Revenues of plastic and packaging makers to rise across the board

https://www.klsescreener.com/v2/news/view/812621/revenues-of-plastic-and-packaging-makers-to-rise-across-the-board

BRIEF-AT Systematization Says Unit Entered Sale And Purchase Agreement With Ripcol Industries

Aug 27 (Reuters) - AT Systematization Bhd <ATSM.KL>:
* UNIT ENTERED SALE AND PURCHASE AGREEMENT WITH RIPCOL
INDUSTRIES
* DEAL TO BUY 2 ADJOINING PARCELS OF LEASEHOLD INDUSTRIAL
LAND FOR
10.3 MILLION RGT



(Reuters.Briefs@thomsonreuters.com)

when is the qtr coming out?

https://www.reuters.com/companies/6185.HK/key-developments

Solution Group Enters Into MoU With Cansino Biologics Inc.
Aug 19 (Reuters) - Solution Group Bhd <SLEG.KL>::SOLUTION GROUP BHD- ENTERED INTO MOU WITH CANSINO BIOLOGICS INC..SOLUTION-MOU FOR COLLABORATION ON POTENTIAL COVID-19 VACCINE BY CANSINOBIO & BEIJING INSTITUTE OF BIOTECHNOLOGY, ACADEMY OF MILITARY MEDICAL SCIENCES.SOLUTION GROUP - SGB EXPECTS COLLABORATION WILL CONTRIBUTE POSITIVELY TO EARNINGS IN FUTURE.

Solution Group Enters Into MoU With Cansino Biologics Inc.
Aug 19 (Reuters) - Solution Group Bhd <SLEG.KL>::SOLUTION GROUP BHD- ENTERED INTO MOU WITH CANSINO BIOLOGICS INC..SOLUTION-MOU FOR COLLABORATION ON POTENTIAL COVID-19 VACCINE BY CANSINOBIO & BEIJING INSTITUTE OF BIOTECHNOLOGY, ACADEMY OF MILITARY MEDICAL SCIENCES.SOLUTION GROUP - SGB EXPECTS COLLABORATION WILL CONTRIBUTE POSITIVELY TO EARNINGS IN FUTURE.

https://www.reuters.com/companies/6185.HK/key-developments

Let's grab LEWEKO before it's too late.. lumber prices spiking up..demands soaring high.. cheap logging suppliers & furniture manufacturers in Malaysia will benefit tremendously

Timber & Furniture Industry:

Logging:
1) BTM - logging, sawmilling, trading of sawn timber
2) WTK - upstream timber harvesting operations and downstream timber processing
3) SUBUR - Logging
4) TIMWELL - plant, rehabilitate and harvest timber logs
5) PWORTH - logging sawn timber and kiln dried
6) NWP - Timber logging
7) LEWEKO - Logging and wood moulding manufacturing

Wood Manufacturer:
1) WOODLAN - manufacturing wood-based products
2) EKSON - manufacturing of tropical thin plywood
3) DOMINAN - manufacturing & distribution of woods
4) CYMAO - manufacture plywood
5) FLBHD - manufacturing and sale of plywood, veneer, Laminated Veneer Lumber
6) ANZO - deliver the finest processed timber
7) MINHO - manufacturing wood-based products
8) KPSCB - distributes and retails wooden doors, plywood, and related building materials
9) GPHAROS - harvesting and distribution, sawmilling and vwood-based products

Fibreboard, Chipboard and Particleboard:
1) EVERGRN - manufacturer of medium Density fibreboard and wood based furniture
2) HEVEA - manufacture, trade and distribute a wide range of particleboard
3) MIECO - manufacturer of chipboard and plainboard

Furnitures:
1) LIIHEN - own rubber tree plantation and rubber-wood household furniture manufacturer
2) POHUAT - furniture manufacturer
3) HOMERIZ - manufacture of complete range of upholstered home furniture
4) LATITUD - rubber-wood household furniture manufacturer
5) SYF - rubberwood furniture manufacturer

Photoframe:
1) CSECENIC

Let's grab LEWEKO before it's too late.. lumber prices spiking up..demands soaring high.. cheap logging suppliers & furniture manufacturers in Malaysia will benefit tremendously

Timber & Furniture Industry:

Logging:
1) BTM - logging, sawmilling, trading of sawn timber
2) WTK - upstream timber harvesting operations and downstream timber processing
3) SUBUR - Logging
4) TIMWELL - plant, rehabilitate and harvest timber logs
5) PWORTH - logging sawn timber and kiln dried
6) NWP - Timber logging
7) LEWEKO - Logging and wood moulding manufacturing

Wood Manufacturer:
1) WOODLAN - manufacturing wood-based products
2) EKSON - manufacturing of tropical thin plywood
3) DOMINAN - manufacturing & distribution of woods
4) CYMAO - manufacture plywood
5) FLBHD - manufacturing and sale of plywood, veneer, Laminated Veneer Lumber
6) ANZO - deliver the finest processed timber
7) MINHO - manufacturing wood-based products
8) KPSCB - distributes and retails wooden doors, plywood, and related building materials
9) GPHAROS - harvesting and distribution, sawmilling and vwood-based products

Fibreboard, Chipboard and Particleboard:
1) EVERGRN - manufacturer of medium Density fibreboard and wood based furniture
2) HEVEA - manufacture, trade and distribute a wide range of particleboard
3) MIECO - manufacturer of chipboard and plainboard

Furnitures:
1) LIIHEN - own rubber tree plantation and rubber-wood household furniture manufacturer
2) POHUAT - furniture manufacturer
3) HOMERIZ - manufacture of complete range of upholstered home furniture
4) LATITUD - rubber-wood household furniture manufacturer
5) SYF - rubberwood furniture manufacturer

Photoframe:
1) CSECENIC

Let's grab LEWEKO before it's too late.. lumber prices spiking up..demands soaring high.. cheap logging suppliers & furniture manufacturers in Malaysia will benefit tremendously

Timber & Furniture Industry:

Logging:
1) BTM - logging, sawmilling, trading of sawn timber
2) WTK - upstream timber harvesting operations and downstream timber processing
3) SUBUR - Logging
4) TIMWELL - plant, rehabilitate and harvest timber logs
5) PWORTH - logging sawn timber and kiln dried
6) NWP - Timber logging
7) LEWEKO - Logging and wood moulding manufacturing

Wood Manufacturer:
1) WOODLAN - manufacturing wood-based products
2) EKSON - manufacturing of tropical thin plywood
3) DOMINAN - manufacturing & distribution of woods
4) CYMAO - manufacture plywood
5) FLBHD - manufacturing and sale of plywood, veneer, Laminated Veneer Lumber
6) ANZO - deliver the finest processed timber
7) MINHO - manufacturing wood-based products
8) KPSCB - distributes and retails wooden doors, plywood, and related building materials
9) GPHAROS - harvesting and distribution, sawmilling and vwood-based products

Fibreboard, Chipboard and Particleboard:
1) EVERGRN - manufacturer of medium Density fibreboard and wood based furniture
2) HEVEA - manufacture, trade and distribute a wide range of particleboard
3) MIECO - manufacturer of chipboard and plainboard

Furnitures:
1) LIIHEN - own rubber tree plantation and rubber-wood household furniture manufacturer
2) POHUAT - furniture manufacturer
3) HOMERIZ - manufacture of complete range of upholstered home furniture
4) LATITUD - rubber-wood household furniture manufacturer
5) SYF - rubberwood furniture manufacturer

Photoframe:
1) CSECENIC

The expiry date for the warrant is Sep 8th, still reasonably cheap with 1:1 ratio and its exercise price. Lumber is rallying up, like MINHO. LEWEKO should rally upward too.

NEXGRAM the next DPHARMA

https://www.theedgemarkets.com/article/nexgram-acquires-medical-plastic-firm-enters-vaccine-bottling-business

Let's grab LEWEKO before it's too late.. lumber prices spiking up..demands soaring high.. cheap logging suppliers & furniture manufacturers in Malaysia will benefit tremendously

Timber & Furniture Industry:

Logging:
1) BTM - logging, sawmilling, trading of sawn timber
2) WTK - upstream timber harvesting operations and downstream timber processing
3) SUBUR - Logging
4) TIMWELL - plant, rehabilitate and harvest timber logs
5) PWORTH - logging sawn timber and kiln dried
6) NWP - Timber logging
7) LEWEKO - Logging and wood moulding manufacturing

Wood Manufacturer:
1) WOODLAN - manufacturing wood-based products
2) EKSON - manufacturing of tropical thin plywood
3) DOMINAN - manufacturing & distribution of woods
4) CYMAO - manufacture plywood
5) FLBHD - manufacturing and sale of plywood, veneer, Laminated Veneer Lumber
6) ANZO - deliver the finest processed timber
7) MINHO - manufacturing wood-based products
8) KPSCB - distributes and retails wooden doors, plywood, and related building materials
9) GPHAROS - harvesting and distribution, sawmilling and vwood-based products

Fibreboard, Chipboard and Particleboard:
1) EVERGRN - manufacturer of medium Density fibreboard and wood based furniture
2) HEVEA - manufacture, trade and distribute a wide range of particleboard
3) MIECO - manufacturer of chipboard and plainboard

Furnitures:
1) LIIHEN - own rubber tree plantation and rubber-wood household furniture manufacturer
2) POHUAT - furniture manufacturer
3) HOMERIZ - manufacture of complete range of upholstered home furniture
4) LATITUD - rubber-wood household furniture manufacturer
5) SYF - rubberwood furniture manufacturer

Photoframe:
1) CSECENIC

Let's grab LEWEKO before it's too late.. lumber prices spiking up..demands soaring high.. cheap logging suppliers & furniture manufacturers in Malaysia will benefit tremendously

Timber & Furniture Industry:

Logging:
1) BTM - logging, sawmilling, trading of sawn timber
2) WTK - upstream timber harvesting operations and downstream timber processing
3) SUBUR - Logging
4) TIMWELL - plant, rehabilitate and harvest timber logs
5) PWORTH - logging sawn timber and kiln dried
6) NWP - Timber logging
7) LEWEKO - Logging and wood moulding manufacturing

Wood Manufacturer:
1) WOODLAN - manufacturing wood-based products
2) EKSON - manufacturing of tropical thin plywood
3) DOMINAN - manufacturing & distribution of woods
4) CYMAO - manufacture plywood
5) FLBHD - manufacturing and sale of plywood, veneer, Laminated Veneer Lumber
6) ANZO - deliver the finest processed timber
7) MINHO - manufacturing wood-based products
8) KPSCB - distributes and retails wooden doors, plywood, and related building materials
9) GPHAROS - harvesting and distribution, sawmilling and vwood-based products

Fibreboard, Chipboard and Particleboard:
1) EVERGRN - manufacturer of medium Density fibreboard and wood based furniture
2) HEVEA - manufacture, trade and distribute a wide range of particleboard
3) MIECO - manufacturer of chipboard and plainboard

Furnitures:
1) LIIHEN - own rubber tree plantation and rubber-wood household furniture manufacturer
2) POHUAT - furniture manufacturer
3) HOMERIZ - manufacture of complete range of upholstered home furniture
4) LATITUD - rubber-wood household furniture manufacturer
5) SYF - rubberwood furniture manufacturer

Photoframe:
1) CSECENIC

We have several business publications and banks covering AT. The equity research and analyst won't simply acknowledge AT as the new gloves manufacturer based on mere rumours. AT has been dubbed as the new entrant with potential to hit TP 20-30x more than the current price.

“Even with a vaccine, a structural step-up in glove usage is on the cards as the pandemic may well accelerate the narrowing of the gap between emerging-market and developed-market glove consumption.'

https://www.bloomberg.com/news/articles/2020-08-12/eye-popping-rally-in-asian-glove-stocks-will-continue-citi-says?srnd=premium-asia