Underpaid CEO? Work backwards CEO remuneration { $72-75million pa } against company BOTTOMLINE { y-o-y } the last 3-4 years. Company negative performance yet CEO remuneration maintains the value package

2019 much better compared to 2018. TSH and other plantations should report much higher profit. If not something not right. Replanting cost is more or less the same whereas selling price for CPO & PK average selling price much higher

Lunar new year holidays are the peak for casino. This quarter going to be impacted by China restriction.

Ansell is very big on medical gloves, surgical products

KwSP selling heavily the past 2-3 weeks. Locking in thier trading profit {P&L}

Virus flu plus the HiNioutbreak will bring more violality

Even if they control the virus outbreak {it's take 4 - 6 months} the effect

Market is weak because of the Wuhan flu outbreak. Main issue is the commitment by Eko to subscribe for PLS. It weighs down sentiment especially this uncertain times

Macd is negative and trending between 23 - 26.

Singaporeans are buying face mask in bulk. Hand gloves n other related health products clean off the shelf. Crazy panic situation {Singapore have a big number of China pr & visitors}

Asian Market down bec of corona virus panic

Only gloves counter hitting high grounds. Market rattled by the coronavirus

Lock in profit first. Ang pow collected

Coronavirus boom to glove makers

Personally will hold it for longer term but not add on additional units. Not point chasing or acculumulating a non performing counter. Eko drop from recent high 95 to current 73. just my personal view.

Sold off their peninsular estates to book a one off gain in their last financial year. Paying 2 sen interim dividend. Funds utilised for thier Sulaiwesi joint venture project planting sevia, coconut or rubber. Land usage is restricted for forest land

Wow hitting 5.13

3rd Qtr result expected out end of Feb. Re rating possible if result shows higher profit and growth momentum

Ekovest too many false starts

Ekovest too many false starts

pick up additional 8 lots of eko at 77.5. Just hold for another 5-6 months and see how the market plays up. Nothing substantial but for future investment. Just my personal view

Macd shows tight trading range between 26 - 30 sen

Price underperforming compared to its local peers

Temasak is equivalent to our PNB. They are Singapore wealth fund. DBS, UOB and OCBC is Singapore big 3 banking groups. Alliance bank has expanded thier domestic and wealth fund management operations

China Wuhan area under watch for the mysterious flu outbreak. Fear of bigger infected { due to
people travelling during this spring break) is worrying

A triangle base is formed. Limited downside but don't expect any major price movements. BEST IS range trades

Another form of mutated flu outbreak

Cimb adds Ammb, PBB and RHB on their add list

I missed out cwhen ekovest price hits 95 sen prior to BM announcement. If your entry price 80-95=%15 sen {19%}good margin if hold for 1-2 months

Why should Botak will let Ekovest or IWH slide further. All bad news already factor in. Remember ekovest price slide down from 1.20 to 50 sen before recovring to current level.

Problem of short sellers whenever the counters hit 30 sen. RSS and IDSS keep on selling

Mid cap banking counters is investor favourites. Undemanding PE ratios plus reasonable yields compared to high price banking perennial counters { which is taxing for average investor Joe}

Labour & fertilisers cost make up the bulk of a Plantation estate expenses. If you look at their current accounts both fertilisers costs & operating expenses are higher than other plantations {tier one} companies { TSH, IJM plant,HSplant } dont compared with IOI or Up. Income from Indonesia is equally disappointing incurring losses for the past 4 years

Last week of the year will see window dressing before the year end break. Ci counters will see strong support and rebalancing

First target is 4 level mark

Yup.

Capexp is view as a form of fixed asset investment plus savings write off granted by tax dept. However if its related parties transaction then the tax dept will scruntize with a fine comb. Aspion acquisition and Capexp expansion on their plants are long term beneficial for TG

Without prejudice to any parties. Ekovest result is not the best of the best. Botak controversial related parties transaction more often than not has caused ekovest Prices to slide down from 1.20 plus to a low of 60 sen. Institutional investors wants clarity on the thier investment not controversial related transaction. This is one area ekovest is lacking. Despite a strong balanced sheet thier dividend of 1 sen is somewant disappointing.

Inari really drop kau kau

Punters licking their wounds { §§§}

This is a long term development (not a quick ad hoc basis}

Based on the scale up model. BM HSR link covers an underground mall similar to the one located at Singapore famed orchard road plaza. Whether LKH proceed with the ambitious plan (yet to be seen} things can change subject to what their project partners CREc envision

Imagine having a iconic project BM for the next 10-15 years. In house contracts and construction will keep your order books full. Variation order on costs ensure projects are viable and profitable. Look at sunway construction locking in their parents companies. BM is 8-10 times the size of sunway pyramid. 10,000 affordable homes. Eco World bought the land in Johor building affordable homes price between 300-400k. Look at the maths

Sharks will ensure a good start for their counters {trading and contra play will be the main focus}

IB will revise their target price { IWH /Eko} once the signing is done on Tuesday. Expect positive reviews either as a master developer or a delivery partner { vice versa for IWH or Eko}

Banking stocks bash down by Glic selling previously. Following US - China limited trade accord today. Things should be better forward looking. Alliance bank should be one of banking beneficiaries after the previous unwarranted selldown

Analyst report is for references. Their reports varied. Some good, some mediocre, some totally off the mark. Use your own judgment

Selling price in USD

Najib trial indicates his account used are stamp signature { similar to printed cheques used by most big companies}

Intra day short selling