Boustead MD feels he can turn around the congolemerate { the bigger Q} can LTAT afford to give him the freedom and time to execute the turnaround story. Pricing of Boustead stock means everything

armed forces personnel & planters will remember LTAT & Boustead betrayal in the election

Kenanga continue to promote Serba but the price drop every day. What a joke

We know the truth tomorrow. LTAT or BOUSTEAD using the SCR privatisation plan

LTAT and Boustead are not green horns. Wait for Boustead official announcement. First Boustead next will be BPlant. Both assets rich holding prime valuable land assets. Remember LTAT is pension fund board for the armed forces. PM office take cares of armed forces personnel & High expectations from army guys. 3 years LTAT declared 2.0 - 2.5 % rate much lower compared to KWSP

Errata. LTAT are not green horns

Just wait for the official announcement tomorrow. LTAT and Boustead board are not free horns. LTAT is the guardian of the armed forces retirement fund board. Boustead despite the turbulence faced by the group { the last 3-4 years} is still a gem. Holding valuable and divisifed interest in Banks {Affin} stockbroking { Affin-Hwang} plantations { BPlant} healthcare { Pharma} properties { Mutiara - Boustead properties} petrol retail chain { BHP} industrial supplies { UAC} consumer { Kao Malaysia} government procurement { BHIC} travel & leisure { Royal Chulan} not forgetting Mytown, KL and Mutiara damansara etc

Just my 2 cents. LTAT must have secured the support of KWAP and other Glic { not forgetting Lodin} to proceed with the SCR. Just an estimate fig 60 % { LTAT} + 8%{ KWAP} +Lodin {2%} +KWSP { 2%} +related friendly parties { 3 %} = 75 %.

businessmen don't wants to spend their time and effort plus $$$ doing something not related to thier core business. After getting the vaccine distribution next is the business monetary rewards { just stay focus} what Willuan said on BFM { can materialised}

Stay focus be the ants, moths or ikan bilis. Look at US, Korea, Thailand and the rest of the world. Never let the shorties and funds manipulate and depress the prices

retail players around the world have taken a leaf from the US. Never let the shorties and funds manager manipulate and depress their share prices. Be the ants, moths or ikan ibilis never bend our kness

Today bad. DJ drop 630 points

IB will always advised LTAT or BOUSTEAD board to issue statement that will not run foul of SC and Bursa listing requirements. Caesar Loong { Boustead board member} is a senior partner in the law firm { Raslan loong, shen & eow law firm} the firm expertise lies merger and corporate acqusition

Negative sentiment

No news?

Should read as Jan - Dec 2020

KWAP has disposed off around 11million Boustead shares from Jan till Dec {2030} in share deals transacted but saw no other corresponding ncreased in other shareholders account. Who is the buyer?

Bplant have already turn around. Wait for coming qtrs result. Treat this as a 6mth FD deposit. 52 - 54 sen price ranch good to enter. Just my personal view

Operators don't have deep pockets to push the counter up. They need other syndicate's with $$$ to play. You can asked but you also need to have a game plan with their bosses

Today is T2

Zuelig Pharma is the largest vaccine distributor in Malaysia. The MOU is effective from today { subject to regulatory approval} for import, manufacturing and distribution rights

Market jittery over MCO 3.0 lockdown threat. Investor playing safe.

Edge reported today. LTAT {SCR} price is fixed at 90 sen for Boustead

Holding well. Despite this afternoon jittery & sentiment over MCO 3.0 threat of another lockdown. All because of euro Eurohambers internal memo with Miti

Everybody is trying to uncover a hidden gem.

Bioalpha is a OBM { original brand manufacturer} in China, the manufacturing plant is located at Guizhou, China. They have tied up with Yonghui superstores Ltd { a company listed on Shanghai stock exchange} their recent rights issue may be used to fund their latest collaboration on vaccine related business. Just trying to fig out and digest what's happening

LTAT was unable to declare higher dividends for the past 2-3 years due to mark to market Boustead valuations write down under the new MFRS guidelines. Boustead is the biggest LTAT listed investment portfolio. Boustead shares was hammer down due to prevailing low CPO commodity price in 2018-2019 and large acquisitions cost for their Sabah land in 2018

MITI or MOH cannot implement a lockdown. PM is the one to decide. Euro cham head later issued another clarification. He said this warning was issued to raise awareness and seek cooperation among members to control the pandemic to avoid another MCO. Manufacturing and construction sites are the main clusters

Bstead big funds manager still negotiating { or waiting } for the price announcement. Believed their entry points much higher. remember Bstead is previously a dividend play stock. Last 12-15 months Bstead trading at a much higher price level above 1.20+. NTA is at 1.85

LTAT hold around 59% KWAP 9%, institutional 5%, Funds 5 %, Tan Sri Lodin 2%, public spread balance app. 20%. Just a rough estimate on Bstead share spread

Yes. I believed so. What 's exactly is their game plan

Big blocks transacted at higher end

Profit taking after spectacular performance

holding & pending LTAT announcement next week

Bioalpha suffering from depressed sentiments and unfavourable review on their rights

Betw Kpower and Serba performance is using a outdated myvi vs X50. Serba was disappointing compared to Kpower price jump

SCR { selective capital reduction and repayment scheme of arrangement } takes app 10- 12 months to be implemented from their date of submission. Using Degem application { SCR } to Bursa last year. Their application to Bursa to delist via SCR was submitted in Sep 2019. Degem was last traded on Bursa on 5 June 2020 at 1.09 .Degem was delisted in July 2020 at 1.10. Whether SCR or otherwise LTAT will opt for the fastest route based on their needs. Just my 2 sen take on the Boustead saga

goreng up good for everybody. Khazanah, William and minorities shareholder.

Bursa Malaysia rules on delisting
Acquirer parties must have more than >50% of the company shares
>75% of the shareholder agreement
>90% of the shareholder approval can the company be delisted
If >10% objected disagreed. Delisting can be rejected
LTAT & related parties needs to mop up more share { to ensure Boustead delisting is successful

Boustead owned thru AXA Affin Life insurance and AXA Affin insurance { l licence highly valuable} not forgetting Affin Bank, Affin - Hwang capital. All licence"s control and requlated by BNM. Foreign parties will be keen to acquire their stalks

Key points on privatisation. Acquirer

LTAT needs to announce and reply to SC on their plans on or before 2Feb. Another 10 - 12 days to go

Boustead rich in assets. Sold their Royal Chulan Hotel, Bukit Bintang KL to Royal Hotel, Singapore for 174 MYR. Their Hotel chain built at prime locations { KL, PJ and Penang } Not forgetting other prime assets { UAC, BHP petroleum, BPlant actions, Affin banking group, BHIC fabrication yard , Mytown, 1Cochrane, Mutiara Rini} Serba paid Petronas 320 million for thier Ramunia shipyard. Work out the figs literally

Definety something is cooking with the edge report. Look at the volume transacted this morning

Belt land :Jan-Mar CPO avr prices forecast betw 3,800 {Jan}, 3,700 { Feb}, 3,600 { Mar} by trade analyst. 2021 full year avr betw 3,250-3,400 by funds

BPlant resume their dividend payment to their shareholders. At this price level hold it for future gains

A very rewarding time for minorities holding Kpower { exceeding our expectations}

Dr Yu { a low profile but shrewd investor } who single handedly take on Quek leng Chan { HL} proposal to privatise their unit

Boutead new MD { shazalli ramli} & LTAT new CEO { amrin awaluddin} have to prove themselves worthy of the appointments. Amrin is former Boustead MD { before taking up LTAT CEO position}

Analyst has not fathom in the floods that hit Sabah, Johor, Pahang and parts of Perak area. rotting fruits bunches will impact production and affect the estate's Oil per ha