Oil prices trading above USD 85+ per barrel.High chips demand exceptionally strong. Order books fully booked till 2022/2023

Errata : expect

If BPlant { their subsidiary} disposing off the sarawak planted estates except special payout to the shareholders { Bstead and LTAT will be the main beneficiary}

Bplant looking at possibility of cashing out their sarawak estates

Looks like SOP can't break the physiological 4+ mark

Sarawak state assembly may be dissolved and state election can be held simultaneously together with the Melaka state elections in November

September end month stocks drop to 1.75 million tonnes, production declined to 1.7 million and exports surged 36% to 1.6 million tonnes. All bullish positive signals for palm oil producers

Mah sing an integrated town ship developer { with its own construction arm specialising built in structure or fabrication works} with niche development centre on mid range condos at strategic locations. Their plastic and PPE division account for app 10%-15% of the group sales. Mah sing is an established house hold brand name

Of late Serbak has secured new mainteance contract with Gas Malaysia, Petronas Dagangan, Shell MDS Malaysia, PT Pertamina Indonesia, A hydro project in Nepal. And not forgetting the Sarawak IT connectivity project. This are all reputable names or business contracts {despite all the negative comments} on the KMPG controversial. We have now see how KMPG settled the IMDB audit penalty with MOF paying a settlement sum of RM333 million. Serbak has filed a civil claim against KMPG for its negligence, breach of contractual & statutory duty and most critical is KMPG own request for an independent auditor appointment { was in the words of TSMShafee} contentious and not certain of its own process and findings. Or is a possibility of a out of court settlement reach between KMPG and Serbak. Just my own guess work and certainly not a buy call or any recommendation

Need to wait for the coming main board transfer

KNM not moving. Still stuck betw 23-24 price range

Indirect link between Aimflex - Kpower - Scib & Serba

SIR news report coming out? Positive news

SOP board can just up your dividend payout ratio. Rerating will come swiftly

Retail & new malls under the new norm will be in a tough operating enviroment. New built up shopping centres {eg Pavilion Damansara, Pavilion Bukit Jalil } are huge not mentioning 1Utama, Mutiara Damansara malls are all established in a matured neighbourhood. Empire City mall will face intense competition in terms of retailers and footwalk traffic. Just my own personal viee

Read the book before. Not really applicable in our Asian context. Just my own view

Latest filling - MAA holdings cross the 10% mark in KNM { 10.38 % as at 6-10 21}

Needs time to digest Ishak statement 'looking at KNM business and lack of a controlling owner' interesting case studies with founder LSE still holding on to its shares, emergence of MAA group holding 8% of the equity, emergence of creador founder { bramal vasudevan} and other PE investor.

Sustaining their operations need cash liquidity. With debt papers maturing Sapnrg need to roll over maturing loans plus fresh injection of funds. Sapnrg depends entirely on the bankers trust & support as a going concern. If one of the jittery banker's pull out. Then... Sapnrg may fall into a sinkhole { looking at their Financial ratio and borrowings}

After waiting patiently for the past 1 year. My target price finally reach. Congratulations to all who believed in BPlant

The issue lies with SOP {company} despite the meteoric rise of CPOand its lack sustain power and interest from the general public. Maybe of past issue and low dividend pay out.

The bottom line using $180 million from Rubbrex { to subscribe in an unlisted company} 20% of the company rights may not be the best interest for Rubbrex minorities shareholders .

Timing is everything

Errata : facing direct competition

Without disrespect to any parties. Empire City mega project at PJ is localated strategically but somehow the completed Mall is deserted or lack of anchor tenants attraction { even before the pandemic outbreak} best of times coming from Mutiara Damansara you need a big u turn before turning into the mall multi level entrance { at times quite confusing} . Now all mega malls enjoyed the same popularity with shoppers. Remember Empire city Mall is facing directors competition from Mutiara Damansara and 1Utama at its neighbourhood. Switching from core business into commercial property may not be the best of times. Mid valley giant mall at KL Central was hit hard by the outbreak. To break even its take a much longer period time frame with most people avoiding crowed malls. Just my own observation

Sharp drop this morning. Support line broken

Never happen before. Whatever name you may called. This is really a bull rally for CPO

I believed alot of retailers here too incurred paper losses but we can discuss & digest what's went wrong { without resorting to just shouting sell sell bankrupt or conmen etc} hopefully with SIR report out by end month.more clarity and direction is provided2

Macd support pegged at 55-56 price range.

Past 2 months { August & September } disposed of 130 million shares. Do you still believed his words?

Day in day out keep our finger cross for a favourable SIR result

Yes. volatility {DJ} is the name of the game. When US sneeze others catch a cold

Yes. Just be patient and wait for reopening

New management team is like any paid employee unlike Sharil who have a vested interest and fortune tied with the company. Profit or loss they still enjoy the same pay & perks

Looks like 30 sen coming back

CCP dump 42,750,000 shares on 13 Sep @17.5 before the press announcement

Pandemic changed to endemic

Names of PP shares never reveal?

MBL will be the winner

Today traded another new low 13 - 13.5

likely all tourist attractions and theme park reopening in November { Tourism Minister Nancy shukri said yesterday

Need to wait & see the budget announcement

Best to limit one sector exposure. All in { betting big } on 1 counter or a singular sector not advisable from an investment view point. Just like betting on a roulette table { either red or blue} either you win or lose

Despite positive cash flows. TG continue hammer down by all the IB target price. Shorties another big factor

Unless there is is a material announcement or a positive emergence of a cornerstone investor. Tough for a counter to limit up without any news. Just my own personal view

Bad start. DJ down - 614 points

Bad omen. DJ down - 614points. Collapse of China property company Evergrande may spill over to other Asian markets

Collapse of China property giant evergrande might have a contagion effect on other markets?

SC allows max 30% placement for PP { correct me if I am wrong } without the need to seek shareholders approval

IGBCR hit by negatively