Ensuring freedom to express grievances and press freedom allows for better insight into what is happening in a country. Recently the country announce that it had moved ...(forgot the figure) people out of "absolute poverty" . Following that a reporter from Apple Daily who happened to be in one of the villages that "moved out of absolute poverty" reported that the people there did not have piped water and they had to walk 2-3 miles to get it. What soon followed that is like they say is history...the owner of the paper together with many of its reporters were put behind bars..and the paper was forced to close down...The point here is, we should not take reports from official media, especially from autoritarian regimes be the truth..we need to treat them with a generous pinch of salt..

In terms of per capita income , the US is no.13, Msia is 47 and the PR_ is 79, i repeat 79. KYY should show more sympathy to the poorer countries -- countries that have been devasted by massive floods, exodus of foreign investors, power shortages and blackouts, bankrupcies that put miilions to lose their homes, investments and jobs..and that risk the economies of other countries...This country is a "black box" where whatever happens nobody knows..It is not difficult to speculate the level of "extreme poverty" in this country that is linked to all the problems listed and more...I look forward to a good analysis of what is going on there...and KYY's advice on what we investors should do in the days ahead...

I feel things will not go back prepandemic levels..reasons: covid may continue as a endemic, with threat of covid always present use of glove and PPE will continue, supermx has changed in terms of manufacturing capasity and reach as well as as its financial strength in terms of net assets per share, price to net assets, cash flow etc.

Supermx has many advantages..huge size that gives economiies of scale, its own distribution channels,its using own brand besides that of others, factories in places like the US and Canada. It is also likely to be more stable if the trade war between the US and China escalates. Lastly, glove use is likely to continue eventhough ASP may drop from unreasonably high levels reached recently..due to the pandemic..

why hate US so much..when people eveywhere like to enjoy the civilization created by them...from the food we eat, the products we use, the medicines we take when sick, the social media tools we use,the entertainment we seek, the language we use...why? ..even the shape of the nose and eyes , colour of our skin and hair colour we love..and not forgeting we love using their clothes and even their names ..even though we are not christians..they say "love and hate is on the same contineum" .there must be some truth in it ..that is why i believe that deep down KYY and the rest of us asians love the USA so very much..

KYY has the tendency to spew a lot of rubbish...like calling DONALD TRUMP a congressman.. As far as i know, he was never a congressman or a senator. He was the FORMER PRESIDENT OF THE USA..just before Joe Biden...It would be good for an old man to ask someone to fact check his emotionally charged and biased articles.. I am not going to bore you with the other things he has said..At least for the time being..the PR_ is in a deep hole..it would be good if someone other than KYY throw some light on it ..for us investors

I said it is wrong to assume that all 32 million people in malaysia will be invested..and 1% of them would die..a wrong is a wrong. I will leave it here

He said current stats show that there is one death for every 97 persons infected..

So the focus is only on infected person who form a very small number in the country..so the number of deaths is not 320,000...good to sit back,think, reflect, relook and decide before giving views...this will reduce giving the wrong "info" to unsuspecting people....

The PR_'s warships harassed Petronas while drilling for oil off the coast of Sarawak..if you can recall.. More recently, its warplanes violated Malaysian airspace..All true malaysian should be mindful of the threats posed.. It could be for this reason that our country recently have been looking around to buy new fighter jets.....

A few very serious factual errors in KYY's post. PR_ invaded Xinjiang in October 1949 and Tibet in October 1950 besides a few others... It did not want to abide by the ICJ's decision in 2016 on its claims to the West Philipines Sea. It does not respect the UNCLOS to which it is a signatory. I feel Australia is trying to build its defences against a war which most people believe is likely to break out within the next few of years..Of course it will most likely involve like minded nations in the region with US support. Defennding oneself is every country's right in my view...All countrise in the region are arming themselves..something that will benefit the US in a way...

Even if PRC is better on some metrics, i feel it nothing to boost about. Dont forget it is 4.3 times the size of the USA...if you have been following the news, you will know that there have been a lot of changes happening now ...a sort of a second cultural revolution going on ...the outcome is yet to be seen. I feel you all know that the outcome of the first cultural revolution..was catastropic.. to put it mildly..maybe it could be different this time round..??

We have to admit that the world we live in - whatever we see, use, eat or entertain ourselves with etc were created by the west, especially the USA. Other countries including China are still still very far down the line and remain mainly in the "copycat" phase..why even to the extent of whitening our skins and coloring our hair and using western names....Since we are so tied up with "prosperity" ..in terms of per capita income ..the USA's standing is 13 (Qatar is no. 1), S'pore is 4, Malaysia is 47...and do you know what ..Ch..'s ..standing is --It is at 79.. So there is still some catching up to do...by the look of things as they stand today...it is possible to see lots of hiccups on the way...

If not mistaken, dy is dividend given over the last 4 quarters divided by the market price.. you can get a good idea from i3investor itself..details under stock quote..I feel the recent drop was a over reaction ..to dividends going ex ..and an investor analyst report saying that cpo prices will go down due to over production . We have to bear in mind analysts make a living producing reports ..and quite often their analysis is wrong..but we can pick certain facts from their reports...

Very high profit margins, 80% dividend policy, CPO and commodity prices on uptrend. Volatility could be due to very small free float..less than 10%...and some may be taking advantage of the 8 % dividend given out. Many institutional shareholders.. includes the well known investor Fong Siling..

Uncle KYY, why dont you give some insights into the major social reengineering going on in the world's largest country in the political, corporate, it, education, and social sectors and their likely impact on stocks? Is it going to be a repeat of the 'cultural revolution"? I feel it is a waste of time being obsessed with the US..they loom large today..and they will be so in the future. Dont waste your sleep worrying about a country that has taken good care of itself all this while

Based om market screener, the forcasted eps for FY 21, 22 and 23 would be RM1.39, RM0.68 and RM0.23..So, eventhough technicals are bearish, in terms of earnings, it seems reasonable to hold on longer in my view. As a major glove mnf with its own distribution networks in many places, it is less likely it will be pushed out of the market by the new players...who have to pass though so many hurdles when exporting to the west...

It is not a question of which vaccine is better..what the Thai people want to use is up to them...you disagree?..why make a big issue out of it?...why have such low self esteem ?...if something is super good you dont have to beat your drums for it mah..people will automatically come searching for it...

Due to high infection rates among medical personel who have taken the vaccine, there was talk within close doors about the need for a booster shot for them using mRNA vaccine. This info was leaked. There was fear in the govt that if this is done, people who have already taken the vaccine will lose confidence in the vaccine and may blame the govt. So the govt is in a predicament..Something that need to be viewed with sympathy ...... In my view issues like these which I suspect arise from false political and racial sentiments should not, in my view, be discussed in an investment forum.

What cannot be explained by the rational mind should be put aside and treated as a personal matter...this is not the right forum to discuss about heaven and hell...if you just happen to believe ( which is different from "knowing") in them.

This does not explain at all the unfairness in this world......or the importance of individual responsibility....puting all human beings into a single group to be condemned of saved ...does not make sense..to the rational mind

We also cannot overlook the fact..that some people are more predisposed to breaking "god's laws" like stealing, prostitution, robbery etc due to the environment or circumstances they are in..there are also certain people who are prone to committing certain crimes due to their genetic makeup..ex kleptomaniacs.. The point i am making is this ..it is an unfair world ..and everybody is not at the SAME STARTING POINT on their journey to heaven or hell...to be judged equally..which is strange when we try to describe ..as... Calvin your explanation is sought...

calvin, Not talking about religion.just everyday stuff...please explain if God is fair to everybody..and we will be judged on only this lifetime ..and will go to heaven ..or burn in hell after this ...why are people born with so much of inequalities in this world...physically, mentally, materially, spritually etc. why are innocent men, women and children suffering in countries like Yemen, Afghanistan etc.. If you try to answer this questions...the basis of many belief system will crash...Calvin, i am sure you will want to take this up..

Calvin you should keep your beliefs to yourself..i feel you are very ignorant with regard to religious beliefs ...or an understanding of peoples sentiments in the group..could easily put you down on whatever you have said but i feel this is not the appropriate forum to talk religious stuff...and hurt some friends out there

....4.3 times the size of the US...some grammer mistakes

The elites send their children to the US and other european countries for their studies. For I am not mistaken, Pres Xi sent his daughter to Harvard. This problem of racial suppression would not be an issue if there was more transparency..allowing more access to the press and human rights groups to visit the region..sometimes i dont understand why this country which is 4.3 times of the US is afraid of everything and everybody including its own people...

A big portion of profits came from "negative goodwill" - RM12.7m..May be it may not be a bad idea to checkout the info of the companies it has invested in...from bursa website and internet search

If you go by the news feeds put out by this country, you will see that there is terrorism, suicide attacks, people in jail for terrorism, counter-terrorism efforts, re-education camps etc. So it is not a land of milk and honey as some people want us to believe. The best way to get over it is to be transparent about it..like what topglove did about its 'forced labour" charges.... Let people especially the press and human rights groups get unlimited access to its institutions for counter-terrorism and the people living there. If it does not like it..for whatever reasons that it wants to hide..then it should go on with life as it is.... and not whine over it ....

In sense yes...but i won't call it a defect in the military sense. The US did not go in to conquer and hold on to territory like what happened in Tibet or Xinjiang. They wanted to take some sort of revenge on those who attacked them..and improve the situation in the country. But like in some other countries in the middle east, it did not work in the same way as it did in Japan, Korea or even Vietnam. In my view, the US has learnt the hard way that certain people simply cannot be helped..Anyway, it is still not the end of the story. How things pans out in Afghanistan is left to be seen...

The country is extremely concerned with "face saving" and image. So, whatever data is reported should be taken wth a pinch of salt... One thing that strucked me is why is there many stories of vaccinations, movement restrictions and masking going on, as can be seen from recent social media videos, if there are no covid cases...Availability of alternative media like the Apple Daily which was forced to close down, would have give reassurance of whatever data made is available to the world...

I feel this write-up would have been more complete if he mentioned a bit about the "debt-trap" some of the countries involved are ensnared in and having to give up their development projects, lands and sovereignity...I am sure KYY knows that it is not a bed of roses for the countries on the receiving end..

I don't understand how you can have democracy - where free speech is not allowed, where all citizens have to follow one political idiology, where innocent comments like suggestions to bring improvments can cause dire consequencies (example - Jack Ma and his billionaire friends), whee press people are sent to jail (Apple Daily), where legally elected legislators and lawyers are left to rot behind bars etc. etc. One thing that I feel most sad about the CC- which oversees the lives of a big portion of humanity is it is so "AFRAID TO SEE ITSELF IN THE MIRROR" . Why else does it want to hide historical events like the "great leap forward", "cultural revolution" etc from its people...I simple dont understand..

Covid has caused immense suffering to people not only in Msia but many other countries in the world. It is for this reason that the world need to investigate what happened prior to and after covid brokeout at the epicenter of the pandemic. KYY seem to have the time dig out age old stories of social injustice in distant parts of the world but not enough time to discuss the real reasons why the world is undergong the turmoil and sufferring never experienced before. To find out who lit the match which caused the fire burning out of control now..

...gave independence...

HK, Msia, India and many other countries were apart of the British Empire. Similarly many other european countries had colonies...They have independence to these territories... So, so...why can't countries in the east, especially......., give independence to its forcibly occupied (conquered) territories ..and become good global citizens?. I feel you know which are these occupied territories...

If some of us were commenting on ....20, 15, 10, 5 years ago, you would still have been argueing that there was no corruption in....i guess it is mainly due to false ethnic feelings, not by sincerely looking at the problem..on the issue, i wonder why are so many people rounded up and punished for corruption whenever there is a leadership change in ...?....The latest round of purges happened recently...does this mean there has been corruption all these while ..? A lot of unanswered questions...

..other countries..

It is not true that PRC is not a waring country. It invaded Tibet, Xinjiang after it came to power in around 1945..Now it has set its eyes on other country and have created border issues with Bhutan, Nepal, India , Japan , Vietnam, Malaysia, Philippines. There were news that it was even eyeing Vlaldivostok (spell) in Russia..claiming it was its territory..Much of today's problems could be linked ..covid, tensions in the SCS etc..that has forced country to spend more on arms ..that use it to deal with the pandemic..It now feels that it an ow take on the world with the progress it has achieved

i think there are 2 dividends ann. going ex on 8 July, 2.5 sen and 1.5 sen EPF is selling but as usual they must be holding a lot..so it can move the markets ..but their holdings would be quite intact..just my view

RM in depreciating against USD now..if crude oil drops ..it could be worse for the trend. EPF also seems to be selling now. Keeping my fingers crossed

I feel getting out of "extreme poverty" is not a big deal. Many other countries have also done so ..and achieved better outcomes. The bar for extreme in china is USD2.30 per day for rural areas which i feel is very low. By the way a recent report by Apple Daily which was followed up by CGTN showed that one area identified as being out of "extreme poverty" did not have piped water..The issue then arose on how many other places face the same situation.. you can google to check this out...

The most prolific sources of fake media is from...... Most of them are of very low quality and can be easily noticed by the average person.. In my view, most of this country's problems arise from its desire "to catch up with the west and overtake the west"... If you see this as a chess game, you would have notices the series of diplomatic mistakes made...and it does seem like ending...no worries on that score

PRC should have been in a very good position now. Unfortunately its credibility is extremely low at the moment due to the manner it dealth with its covid epidemic. The other problem is it does want to abide by the rules based international order whenever it does not suit her. Examples: refusing to abide by UNCLOS; the ICJ decision in its dispute with the Philipines; and, not keeping with the sprite of its treaty with UK on HK. It has put the international community in a difficult place ..litting the whole world on fire with covid and causing countries to go on an arms buying spree to protect themselves against a possible invasion...

For CGTN's view and defence of the situation in Xinjiang, google " Lies and truth: vocational education " You will get insights from the people who know best..

The report talks about a rules based international system. But the CCP is not following the systen,for example on the International Law of The Sea with regard to the South China Sea. It also is not abiding by the decision of the ICJ on its sea dispute with the Philipines...

Some of the claims in the report are not supported by facts. For instance, it talks lightly about the problems in Xinjiang but a CGTN report indicates that there is a serious insurgency there since the 1990s. According to the report Pres Xi introduced countermeasures to deal with the insurgency in August last year which included reeducation camps and industrial training..The report also does not indicate which individuals signed on to it or how many have signed it. So the document need to be treated with a pinch of salt..

Generally, steel industry is considered capital intensive where profitability can swing widely depending on a variety of reasons. If for instance, if demand is low due to a economic downturn, it can report huge quarterly losses due to reduced revenue, loan repayments, depreciation etc . So we need to consider this when buying steel stocks.

EPF bought 3m shares on 4 June and still hold about 498m shares of TG..The issue is how how long can it sustain a reasonable ASP for gloves..new covid variants, vaccines lossing ability to provide immunity over time could be considerations...

Uncle KYY should be patroitic to Malaysia by saying a word or two about the recent violation of our airspace by the country he obviously admires. I feel it cannot be taken lightly in view of what has been done to the philipines and a number of other asian countries in recent months.

The focus is on stocks so i am not sure if it is okay on something else. A small correction..china with a population of 1.4 billion is expected to have the biggest gdp soon. It is NOT the richest..it is, if i am not mistaken is 67 or so on the list. Bahrein is on the top with Singapore next. The USA and most of the European countries are among the top 20 richest countries..

Very brave of you to put out such a report. Hats off to you. Much appreciated