（吉隆坡1日讯）政府在2022年财政预算案下进一步扩大含糖饮料的国内税，明年4月1日开始对混合式含糖饮料产品征税；分析师预计，混合式饮料生产商或提高售价以转嫁税务，以及展开更多研发来降低产品含糖量。假设全额转嫁税务，产品涨幅最高恐将达30.5%。



政府从2019年7月1日开始，就已对包装含糖饮料征收每公升40仙的国内税，但明年4月开始会扩大至巧克力或可可、麦芽、咖啡和茶（二合一或三合一）混合式含糖饮料产品。只要这些饮料每100克含有超过33.3克的糖份，就会被征收47仙的国内税。

银河-联昌证券研究在报告指出，旗下研究的受影响公司包括混合饮料两大生产商雀巢（NESTLE，4707，主要板消费）和POWER ROOT（PWROOT，7237，主要板消费）。

该行粗略计算，每100克含糖量超过33.3克的混合饮料，每公斤有效售价料会调高4.70令吉。售价介于7.70令吉至32.90令吉的产品，涨幅将介于9.3%至30.5%。

I believe today buyers are the real buyers, not left hand to right hand

Hi, Good morning,

Today is a very good day to test the bottom..
If today can pull up and close at RM 1.70, then the outlook for Kgb is very bright.

Good luck my buddy.

https://www.theedgemarkets.com/article/sabah-sarawak-palm-oil-players-cry-foul-over-doubling-windfall-profit-levy-rate
Bad bad bad news

Budget 2022
===========
Quote:

"One type of tax that is unlikely to face much public resistance would be the expansion of sugar tax to include premix sugar products, a measure to bolster health awareness and reduce non-communicable diseases like obesity and diabetes, which was mentioned in the recently tabled 12th Malaysia Plan (12MP)..."

https://www.nst.com.my/amp/news/nation/2021/10/740969/2022-budget-more-initiatives-help-malaysians-purchase-their-own-homes

◤2022财政预算案◢ 含糖饮料征国内税
https://www.chinapress.com.my/?p=2728338

Bad bad bad news

https://www.enanyang.my/node/438827

https://youtu.be/TnM5GS-LIHc

This is the stock with satisfactory dividends (almost 5%) and growth prospects. You are difficult to find a stock like this, for listing (Year 2005) till now, RM 1000 become RM 5000 (including dividends) which equivalent to 10% compound growth. The best part is that it is a less worried share like trust funds.

If you play safe, you buy when it dips to RM1.89

Valuable stock which you can safely pass to your next generation like trust funds, but most trust funds including Pxx trust funds cannot be trustable...you will believe me if you ever bought trust funds before..

Pity those bought in high risk high return counter like Serbak..now they know the taste..but too late already..the boat is sinking..cry cry

later the share price push to RM1.50, then you only regret.
Any investment has risk, the question is you dare to buy in or not..?

https://www.goody25.com/mind24105126
=======
I like Padini

https://www.theedgemarkets.com/article/clothes-retailer-padini-cautiously-optimistic-monitoring-opportunities-abroad-chairman

https://www.freemalaysiatoday.com/category/nation/2021/10/25/no-forced-pre-departure-quarantine-for-migrant-workers-says-hartalega/

I can tell you that Axisreit is one of the stock that you buy you can sleep well because of its trustworthy and capable mgt.

At this level of price, it is still considered very low and safe.

https://www.theedgemarkets.com/article/axis-reit-buys-warehouses-pasir-gudang-rm32m

=====
The co is still expanding very aggressively..

https://youtu.be/toYCdTobYgU
Try try these Korea food

@abang
In his online newspaper today, based on his MKH share chart he recommended speculative buy in MKH and the target price is at RM 1.80.

He has water marked his newspaper, therefore i cant copy and paste. If you have subscribed in papar form, then you need to wait the newsletter..

Mr TTB, Icapital Bhd founder, today recommend buy in MKH at current price @ RM 1.43

A very good example appears in Padini share price whereby Epf sells yet the share price still up up up.

Today i topped up some, hopefully not become water fish.
Any fellows also bought in today?

Yes, give him a chance.
In fact annual compound growth of nearly 10% is still awesome!

Today is good to buy the dip, trust me.

Hopefully i can top up more before it spike up..

Thanks for sharing @investor2021trading

Are you sure? Now is Oct 21, going to announce 30 Sept 21 QR? You want auditors to do overtime and charge to Hpmt?

Well share @Brutus

This stk i m quite familiar, if price drop to RM 1.89, you die die buy in, i never loss in using this tactic.

Translation
===========

MKH,6114, Main Board ) is actively planning to utilize its strategic location in the East Kalimantan Oil palm plantation to exploit the unlimited demand for residential, industrial and agricultural development in the new capital of Indonesia, taking advantage of the relocation of the capital from Jakarta.

The strategic and commercial potential of the oil palm site will be greatly enhanced by the location of the new Indonesian capital in East Kalimantan, said Tan Sri Tseng , Executive chairman of MKH Group.

Indonesia capital move brings business opportunities

"In the coming years, MKH group will take full advantage of the demand for residential and industrial economy in the new Capital of Indonesia, developing new housing and agro-based industrial projects to provide a new model of modern urban life for the people of the new capital and its vicinity."

Tan pointed out that the development of the new Indonesian capital will not only become a "golden pan" for Attracting foreign investment in Indonesia, but also greatly drive the economic growth and unlimited business opportunities in Indonesia.

"We will combine the group's strengths and favourable conditions in Malaysia and Indonesia to build business platforms, explore business opportunities and build continued growth and profitability for the group," he said.
....

Very good prospects.
Dont miss this gem..
Today reference price RM 1.40
Let see how far can it goes from today onwards..

美景控股（MKH,6114,主板产业组）目前积极布局，将运用其印尼东加里曼丹油棕园战略位置，趁著印尼从雅加达迁都之势，充份开发印尼新首都发展对住宅、工业与农基业的无限需求。

美景集团执行主席丹斯里曾贵秋受访时表示，印尼新首都在东加里曼丹的地理位置非常靠近美景集团油棕园，这将大大提升油棕园地点的策略性和商业潜能。

印尼迁都带来商机

“未来数年，美景集团将充份利用印尼新首都发展对住宅、工业经济的需求，开发新屋业和农基工业项目，为新首都和临近地区人民提供现代化城市生活新典范。”

曾贵秋指出，印尼新首都的发展，除了将成为印尼吸引外资的“吸金盘”，也将大力带动印尼经济成长和无限商机。

他表示：“我们将结合集团在马来西亚和印尼的优势和有利条件，建立商业平台，开拓商机，为集团建立持续增长的盈利。”





东加里曼丹项目经济效益大

印尼政府计划在东加里曼丹推出一系列的发展项目，包括基础设施建设、住宅屋业、工业园、绿色能源、教育、医疗、金融设施等，将为印尼及周边国家（尤其是马来西亚）带来巨大经济效益。

曾贵秋指出，马来西亚和印尼文化相似，语言相通，经贸频密，加上两国的策略性地理位置，可以发挥互惠互补的功能。

根據报道，印尼政府计划在2024年引进第一批公务人员迁入新首都。

印尼政府也计划引入高科技人才、专业服务人才、投资人才等，鼓励工商领袖们进驻东加里曼丹，积极带动商业和工业发展。

此外，印尼政府也计划把东加里曼丹打造为未来亚洲伊斯兰金融中心。

2020年11月，印尼中央政府在国会通过《创造就业综合法案》，大大改善投资生态环境，吸引大量外资到印尼投资。

2008年，在大家不看好的情况下，在东加里曼丹寻觅一片4萬5000英亩的肥沃土地，开发油棕種植。

11年後的2019年，印尼总统佐科威宣佈将把首都从雅加达迁到东加里曼丹，以解决雅加达地沉、交通拥挤、污染等问题。

印尼政府选择东加里曼丹作为新首都，因为当地没有火山和地震，处於温和的热带气候，拥有豐富的天然资源和不受污染的水源。印尼总统佐科威计划把新首都打造为一个高科技主导、智慧型行政中心，成为印尼模範发展城市。

新都建设吸资料惠及大马

曾贵秋相信，在冠病疫情稳定後，新首都发展工程将全速迈进，东加里曼丹势必崛起为亚洲最闪亮的一颗明星。

他预计，未来新首都的建设工程，将吸引大量外资进入印尼，包括来自中国、美国、欧洲、中东、日本、新加坡的资金。东盟国家，尤其是泰国和越南，把印尼新首都视为未来的竞争对手。佐科威宣佈成立印尼主权财富基金，计划募集1000亿美元资金，以应付印尼发展的需求。

曾贵秋认为，印尼新首都的发展，除了是吸引外资的“吸金盘”，也将大力带动印尼经济成长和无限商機。

“印尼政府计划在东加里曼丹推出一系列的发展项目，包括基础设施建设、住宅屋业、工业园、绿色能源、教育、医疗、金融设施等，将为印尼及周边国家（尤其是马来西亚）带来巨大经济效益。”

https://themalaysianreserve.com/2021/10/14/cpo-prices-to-remain-high-until-year-end/

Posted by Nepo > Oct 14, 2021 10:41 AM | Report Abuse X

I like this quiet environment where most traders have left this thread, haters gone,no more quarrelling..

The remaining ones are the real holders.

Now it is the time for the dust to settle down。。。

Wish us good luck.

Hari ini saya senang senang minimum kopi di Coffee Code..

Hi @abang, look like we have a same stk pick preference..

If you still haven't bought, better do it tomorrow.
The boat will depart very soon.
Dont miss this golden mine..yeah..

Mkh may venture into coal biz in Kalimantan.
I like this type of good potential co at a low price

I top up some today.
Look like this stk going to spike up..

If you trust Icap Bhd founder, Mr TTB, he makes a buy call now @ RM 1.7x

Icap Bhd holds about 28 millions shares, till 31 Aug 21, still hold tight tight, not sell a single share neither buy a single share.

This info is for reference only, but it gives a hint that Icap founder think that the price is not pricy. Pls take note, this is not a buy call.

I like pessimistic view in this forum, because it shows that this counter is not overheated. Actually i like to see major klse index correction to see how low can kgb share price go to..any support for the share price..i.e any major buyers bottom fishing..

What if market collapse..?

Soonest or later will push to RM 1

Icap comes back after Year 2008..

Wow! TTB is right in choosing Airasia. Finally Airasia fly
A real gem that is missed by most investors
keep it uppp.

Haha you drag me in..

Yes, i still hold tight tight..
Still no indication the price of semiconductor stk will plummet very soon.. though need to be cautious

Dont follow me because i m a risk taker in this stk. Btw, Kgb is one of my major shareholding in my portfolio.

乘风破浪，向前邁進。。

Great. Let assume ICAP still hold tight tight SAM shares. so SAM performance still has material impact on ICAP performance.

If SAM continues to appreciate all the way up up up to RM 30 and ICAP still holds tight tight until then..then he is really smart.

@Thirai, thanks for sharing..

If today NAV = RM 3.9x, then most probably most of the SAM shares still hold tight tight by ICAP...

SAM is a superstar .. I believe most of the individual investors already profit-taking..

Wondering how TTB handles SAM shares a this moment..

if you like it, just buy, price still ok to buy.
later on bunya datang..too late already
Now I can goyang kaki

Good morning ladies and gentlemen,

Yesterday I topped up @ RM0.66 to ride the uptrend.

Look at it investment counters, the gains are proceed at the exceptional fast pace, when the confident gain, very soon the discount gap will close...