Without disrespect to any stock guru or sifu. Land registration and ownership in Indonesia is a very complicated, complex and costly affairs for foreigner's owned companies or even locals. Technically all the forest lands, reserve or plantations usage are divided and admin under the BPN. Land usage is split under HGU, HP, HM, HS, HGB, HMT plus local customary ownership overriding rights. Estate development need to set aside 20% of the land to Plasma settlers for development {akin to our Felda scheme} All lands technically belongs to the state. Lease is for 33 years which can be extended by the State for another 30 years. HGU { Hak Guna Usahs} is the most common form of ownership. Rights to exploit for commercial rural agriculture development. Forest reserve lands development are restricted and palm oil cultivaction are not allowed. Only certain categories of agriculture are allowed eg. rubber , cocoa and coconut. HS { Hak Sewa} is basically land under lease. Sounds complicated yes. A very complex and complicated system where on or off new admin laws are either revised or amended to protect local interest

Ekovest used to be a growth construction stock engaging in civil engineering but over the years with diversion into potpourri of unrelated business. Ekovest has turned into a holding companies holding shares in the Food & beverages , Plantation, Tolls, mega property projects, Malls, Durian farms and others. Lim is the founder and also MD for the gigantic Iskander waterfront holdings.

associating with Hadi and Muhyiddin is a big big win for Gerakan. Please contest all the available seats in Penang, Kedah, Selangor, Negeri Sembilan. Dont forget to bring along Dr M and his son too. Dominic Maybe you can become the CM of Penang.

MOF have not issued any circulars, statement or clarifications on the list of items proposed or cover under the taxable" luxury tax ` that was announced by PM Anwar. Just wait for the official announcement on the items and the quantum rate applicable. Nobody knows what exactly MOF is thinking . Is a one million bungalow or a semi detached unit consider as luxury ? Your guess is good as mine

Without prejudice. Cpo stocks & plantation failed to rally up or sustain when CPO prices hit their peak between $7,500 - 8,000 per tonne at the height of Ukraine - Russia conflict, oil grains embargo at the Black Sea and Indonesia abrupt decision to ban their export. Although prices have currently stablised betw $3,800 - 4,200 per tonne. Most local planter's believed with the arrival of foreign workers { production will hit their peak season between July - September period. } planter's will still be profitable but far less than what they have previously earned or recorded. Dividends payout ratio will normalised in the coming quarters. Unless you are a super bull don't expect any abnormal or super bull run. It's all boils down to the individual companies. How efficient is their operations, cost per hectare, how generous is their own board to minorities {dividend pay out ratio }. Some planter's are really "kedekut" in their dividend. Not a sell or buy call. Just my own personal view

Calvin is a Plantation bull for a long long time. Just do your homework before you buy or sell. Look at market overall sentiment { not forgetting the individual particular stock own valuations}

Holding up at 1.07 - 1.08 keep for dividend

Today drop like a rock. price at the low of 67 sen

Without the actual numerical details of the accounts. hard to digest or breakdown their figure(s) if any write back or revaluations { to reconcile any differences between the 4qtr result vs Y-o-Y figs. 4qtr revenue slips from 25 million to 18 million {Q-o-Q}. Whereas Y-o-Y revenue increased from 75 million to 91 million. Basic earnings per share {Q-o-Q} lower at 0.27 vs 0.31. Whereas {Y-o-Y} 1.04 vs 0.39. Nevertheless this is just an unaudited result announcement.

Bplant announcement of 3.3 sen dividend pay out in March. {XD}

US market jitters. Asian Market open lower

Good for you. Sold all yesterday. If the price fall again today. Pressure by unfavourable market trend. ESCERAM may test a new low of below 17

If it's a downtrend stock counter best to stay aside or sideline never try to fight the market forces . The market knows best

Be wary of false hope, promises or expectations. There is a reason for the drop in prices. Statistics don't lie

Myself is not a trained chemical engineer but basically. PChem and LCT are trading in a different market segment. PChem apart from Olefins manufacturing. A big chunk of PChem revenue comes from or generate from chemicals used in acrylic ink acids, dyes, gas solvents, personal care products, fertilisers manufactoring and methanol related chemicals eg resins and ammonia. Whereas LCT specialised only in Polyolefins and PP or polypropylene eg TBA, benzene and toluene used by plastic fabricators.

In 2021 Park Hyun Chul replaced Lee Dong Woo as CEO of LCT. The planned Indonesia line expansion project costing RM 18 billion { completion date year 2025 } the project need a long gestation period and any positive impact need to relied or hinges on the economic cycle conditions over the next few years. How much profit can be generated from this gigantic RM18 billion expansion? It's going to be a long term positive or definety short term uncertainty but earnings contribution in the short term will be mixed

Is there better options or more attractive play. You need to decide. 2 or 3 years holding is for serious investor

LC management guidance not too optimistic and expect anothrr challenging year ahead. INDONESIA line expansion project expected only to complete in 2025. What's worrying is the bleeding on their balanced sheet. From operating loss, currency exchange losses and more critical is their continuous cost of inventory write down { on margin compression}. Revenue declined by another - 23% { lower volume and lower selling price} posted a nett loss of 317 million { 4th Qtr} vs a loss 335 million { 3rd Qtr}

Eddie Ong has a big war chest stand by for corporate take over or acquisition

Active new launches, capexp under Mah Sing group, low capital gearing & profitable but the biggest question. Why price still stuck at this price range { 56 - 60} aren't any IB covering or acquiring Mah Sing shares

Without disrespect to any parties. TG needs more a longer time frame to tide over the current slum in glove prices. TG minorities are in a bind either to average down or hang on to their losses. Eveyone has thier own risk appetite and share investment attitude. Going by various analyst coverage on the sector. General consensus is glove sector may see gradual recovery starting either in 3qtr or 4 qtr next year. The risk vs reward ratio is at what price we are holding.

Bad closing. Open High but close low

Glove makers caught in a vicious market turbulence is in a no win situation. Without prejudice to any parties. Glove producers whether in Malaysia, China or elsewhere are in a dilemma. Those started their glove business at the height of epidemic are now exiting the glove industry and dumping their existing stock below costs at incredible low prices hurting unintentionally those still in the business. TG is the world biggest manufacturer hurt by rising costs, low demand and facing ridiculous low selling prices. Chinese glove makers to as low as US 14 per 1,000 pieces vs US 80-90 at the height of the epidemic. Same goes for the shareholders holding TG. Not a sell call but dissapointed that we { small holders} too are caught in such a situation. Tan Sri Lim express hope that TG can ride out current doldrum and return to profitability by end of next FY.

Morning opening...a block of Hektar shares bot by IB trade house at opening bell. Good positive indicator signals

Ride with the momentum. Small fry just follow the tide. Nothing more nothing less.

Yes. Totally disappointed that some ignorant Malaysian are still echoing and buying the western funded NGO scandalous accusation without looking at basic and rudimentary facts and figures. Corn oil, SBO oil, canola oil, sunflower oil and other soft oils vs palm oil cooking oil. Palm oil wins hand down vs all the other competing oil in terms of pricing, demand, productivity and the ability to feed the world growing population as well as a feedstock for fuel. The recent Ukraine crisis has shown there is no substitute for palm oil. Without going into trade tariffs and taxes. a bottle of 3 litre canola oil cost RM 45-RM 50 vs a 5 litre of Palm oil that sells below RM 30. Palm oil has overtaken SBO in the last 20 odd years as the most consumed edible oil in the world. Do I need to say more?

take over of { PK Sarawak } by Hektar makes Eddie Ong a key player in the state for fertiliser & chemical manufacturer. Sarawak planter's is a big market with State owned firms having a heavy presence

DJ close up +737 points. Our KLSE is still struggling. Up +2 points

DJ up +737 points. Our KLSE is still struggling up +2points

Eddie Ong resigned from Hektar Global Board as Ed. He still control the company. HEKIND started by his father { previously SCH} Eddie Ong engineer the take over of Halex and PK { sarawak} under Hekind

Between Year 2014 to 2018 the average CP0 price was trading at around $2000 - 2600 per tonne. The lowest was betw $1,800 - 1,900 per tonne during the slump in soft oil & crude oil prices. Slowly CPO and other soft oils gradually recover from their low in 2nd half of 2019 to 2022 { present day } from $2,600 - 3600 per tonne. The unprecented high CPO price {$7,500 per tonne} in March this year was at the height of Ukraine conflict { not forgetting the sudden imposition of a export ban by Jokowai } We must not forget and remember that CPO is influence and affected by other soft oils & crude oil movements. Our windfall tax levy kicks in once CPO prices breach past the $ 3.000 per tonne for Peninsular and $3,500 for East Malaysian states. Historically, most planter's view $3,600 - 4,000 per tonne price range is positive and very favourable. Currently CPO is now trading at $4,000 per tonne. Not a buy call but just my own personal view

Do nothing. Just ignored their offer. The offer price is below the current average traded price.

Looks good. $1.00 target

Strong opening but fizzle out

Trending down. Bad

Yes. A very shrewd intelligent player. See how he managed Rubberrex, Complete logistics, take over Halex industries, Perak transit, Opcom, KIP reits, Classic scenic and SCH. Call it lucky break but Ong really know how to trade and take over business.

Look at Perak Transit. Nobody can forsee or anticipate Ong choo meng scheme of things

Hold for long term growth. EPF is the majority owner of RHB group. Solid balanced sheet

Never under estimate a smart player { Ong choo meng}. Trust in your instinct

Yes. Mabel under Tan Sri Zainal {Group CEO} DNex has charted its long term growth. More upside for coming Qtr result. Cheers

Eddie Ong golden touch. Perak transit, Hektar technology, Rubbrex, KIP, Halex now Hektar industries

Coming qtr result ending 30 Sep announcement looks good. Crude oil holding up at above USD 90 +, Silttera operating at full capacity, IT & business segment performing well. Good value { DNex } based on PE ratio vs peers average

Hektar fertiliser & chemicals has strong presence in Johor and Sarawak

Eddie Ong has big plans for Hektar group

LCTITAN downgrade and reduce position by CGS - Cimb analyst { Raymond Yap} on Saturday. A negative gross margin showed a dire situation as naphtha demand from crackers fell and plummeted. YAP cited a lower target price 94 sen for { LCTITAN}. Full article in the Edge

Not positive to post consecutive 2Quarter losses with widenening operation losses Q-Q. - 355 million 3rd qtr vs - 146 million the previous 2nd quarter. What's worrying is the US plant continue to bled and the huge Indonesia Capexp Line expansion costing 18.8 billion coming in this uncertain times. Just my own views on their performance not a buy/or sell call

Bplant has delay, on hold or reserve their dividend pay out ratio. 1st interim pay out in May was 7.3 sen, 2nd interim in Aug was 2.75 sen. This is generated from their higher CPO sales locked in betw Jan to Jun. Coming 3rd qtr announcement ending Sep is expected next month. The Kulai Young Estate sale to Ytl generated a realised profit gain of 325 million or additional +14 sen to Bplant {completed at end Jan 2022} So far no announcement of the special dividend. Whereas Affin Banking Group sale of their Affin Hwang Asset to CVC was follow by the announcement of 18.09 sen special dividend +4.53 sen interim dividend last week

Affin declared 18.09sen special dividend { sale of Affin Hwang} and additional 4.53sen interim dividend. Election play stocks?? ? Both Affin and BPlant control and owned by LTAT thru Bstead

The largest beneficiary of the oil spike and surge in crude prices is the United States. Based on the latest Oil world newsletter.
Country. Production. {bbl/day}
USA. 11.2 million
Russia 10.2 million
Saudi. 9.5 million
Canada 4.5 million
Iraq. 4.1 million
China. 4.0 million
UAE. 3.1. million
Brazil. 3.0 million
Iran. 2.6 million
Kuwait. 2.5. million

Sanctioning Russia and Opec + cutting daily production will hit Europe hard in the winter. Oil prices will continue to spike higher { despite whatever rhetoric spin by the west}

Aliyusof me too. Whatever LCTITAN dividends paid out the last 2 years cannot cover our capital losses. The slide started with their planned Indonesia expansion. Call it bad timing, big Capexp 18.6 billion ringgit amid economic uncertainties, US rate hikes that hit all countries, growing recession fear in LCTITAN key markets {China, South Korea, Indonesia & Germany} for polyolefins and polypropylene related products. The Covid outbreak further aggravated and delayed their factory completion date to 2025 /2026 and upping their building costs structure. Financing 18.6 billion is a real burden on any balanced sheet