I will privatise only at 0.10. Why pay high?

...“As a result, the group expects to have a low double-digit revenue decline (in US dollars) for FY20, in comparison to that of FY19, as our customers have lowered their demands,”

The bold relief measures announced by Bank Negara Malaysia (BNM) yesterday will help to protect banks’ earnings, and hence dividends from excessive shocks, according to Credit Suisse.... is it the authority's aims to protect bankers profitability?
As as consumer, looking forward for lower profit but not bankrupt.

Why low oil price is not welcome by many? After all higher oil price is only good for investors, oil companies staff and management, net oil export countries. For consumers, the lower the better

25 Mar, 11.4 million of treasury shares sold. No idea what message conveyed in the announcement?

Est fall back to 50 as Chinese healthcare products producers already begin operation and expand volume. Unless goreng, TP = DY 3.5% at least. Past, div 0.075_0.01, needs to take more than 70 years to get back capital. Own decision, NO go as there are many alternatives now.

Once Chinese firms gear up production, means goreng is over. TP=DY5%.

Positively correlated to mco extension, well done. May be goreng on possible bailout and merger. If yes, positive sentiment but poor performance for MT and LT as proven by both mas and aa.

Goreng bailout and merger again. If yes, positive sentiment but negative performance in MT and LT as both MAS and AA proved it.

Est results to be announced after business close on Friday to mitigate?

Positively correlated with mco extension. Good job.

Positively correlated with mco extension. Well done.

Can't imagine Q1 how bad. Trading range remains 0.050_0.085 unless sudden surge in oil price.

Loans moratorium, hopefully borrowers were not misguided, interest will be accrued accordingly. So, if can afford, better settle loans promptly.

https://www.thestar.com.my/business/business-news/2020/03/25/bnm-no-need-to-apply-interest-will-be-accrued

MCO extended 14 days. Read news.

Loans moratorium, hopefully borrowers were not misguided, interest will be accrued accordingly. So, if can afford, better settle loans promptly.

https://www.thestar.com.my/business/business-news/2020/03/25/bnm-no-need-to-apply-interest-will-be-accrued

SRR cut pushed up price.
Haulted short selling pushed up price.
Loans moratorium pushed up price.
MCO extension 14 days, price direction???

Forecast:
Trump regime will be over by end 2020 amidst rising death toll due to virus, etc.

Sentiment vs fundamentals.

Tug of war.

Falling too slow, more to be hooked?

Most Of The World’s Airlines Could Be Bankrupt By May...
https://oilprice.com/Latest-Energy-News/World-News/Most-Of-The-Worlds-Airlines-Could-Be-Bankrupt-By-May.html

Sound alarming.

Many supporters. Wait, Chinese firms already escalated production of medical related products. Insider trading case resolved?

Market foreign funds outflow 23 Mar 244 million.

Finally stopped short selling which is counter productive but just let some makes money.

Without margin call may be ok. Est brent $25 amidst worsening US and EU conditions unless supply battlements resolved.

Still quite good support.

SHs fuel its projects but most profit went into non controlling interest pockets. Highlighted long time ago. Now at best for trading or gambling play only.

First time downloaded its quarterly financial results. Surprisingly quite similar to Binapuri in terms of profit distribution.

Quarter Dec 2019 profit 1681k, distributable to owners is (negative 637k) as for non controlling is positive 2381k. Non controlling interest always shared biggest profit as like Binapuri which I commented since above MYR1 till now 0.05.

If attend agm, please ask management to give meaningful excuses. And whether non controlling interest contribute to any resources for all projects of L&G or they just share its profit?

Good luck and for trading play only.

Still well supported. TP 55.

Goreng privatisation again in news.

OMG, dropped 50% from TP of 0.12. Any experts can advise?

Recently visited parkson Laos, nice building, finger counts customers around 11 am. About 3 years ago, commented its Danang branch. Positive is cash looks abundant and high nta but chief already voiced concerns on its prospects. Price looks attractive 0.075, cheap but is it good?

As many countries begin to ban incoming travellers or requirements to quarantine passengers, AA is yet to announce whether its flights to these destinations will be cancelled and refunded or rescheduled.

Q1. 14 days sufficient?
Q2. Q4 is worst then last year. Q1 chance of better performance?
Q3. Possibility of certain states to ban (may be not now as every state needs $)?
Q4. Illegal remains strong?
Maintain No Go. DY is attractive. To review at 1.50. Anyway, price may follow market sentiment.

Just another London bis as both are same breeds. NTA dropped from 1.5 to 0.6. Est more to drop unless trading play without fundamental support. Can get cheaper and better quality stocks lower than this price. No go.

Est sales will be hit badly. TP 1.20 ST.

20 Mar market net foreign outflow 260 million.

20 Mar market net foreign outflow 260 million.

20 Mar market net foreign outflow 260 million.

Authority is partly to be blamed? First level TP0.50. All key fundamentals in red. Only positive is high nta. Good luck.

When auto market was doing well last two years it also can't perform, now? Hicom from 2.80 to around 1.00 etc. Only positives are high NTA and DY but substantial current assets put minority SHs at risk as they are not aware of its quality unless disclosure standards improved.

Wait for price drop till DY=5% or increase dividend. This company management is not generous to minority, no point to support it now. It broke my previous TP below 2. Next level is 1.50 as market conditions is becoming bad.

Contra buyers at risk today? Range remains 0.055_0.085.

Est US and Europe storms is yet to over.

Est at least one more time circuit breaker in US as worst is yet to come over there and in Europe.

First time drop by. TP DY=4.5% under current market conditions. Next results Apr is expected to be worst.

SRR cut vs MFRS9 requirements and potential further rate cut. Reacted positively on SRR cut while the other two yet to see.

Positive: cash rich end Dec.
Negative: Highlighted by many above.
Decision: Capital protection as sentiment remains bad and negative may be escalated while cash can be depleted fast as revenue down significantly.
Pray for AA as many still want to fly safely.

SRR vs MFRS 9 requirements, boon vs bane. Boon received last week, bane yet to see unless authority postpones implementation.