Latest update on KMPG misconduct in UK { news from Guardian dated 5/8/21}
Please read
KMPG was fined a near record of £13 Million for misconduct and reprimand by the requlators. The FRC tribunal found one of KMPG partners help push a bedmaker company {Silentnight} which was a client of KMPG to insolvency to enable a private equity group {HIG}to buy the business out of administration. A betrayal of trust and a failure to act with integrity

Agreed. call warrants are indirectly suporessing the mother shares. Its a money game

Brent crude prices down to USD 70+ per barrel down from previous high of USD 77+ per barrel

All companies are affected. Construction, sales & production are all hit by the FMCO lockdown.

KYY doesn't target big cap companies. KYY likes and favour mid cap and family owned companies

TSH stuck in narrow price trading range of betw 1.00 - 1.05

Go for mother shares. Warrants may look cheap on paper but please studied the conversion price and the lifespan.

DNex core business are now focus on IT technology, semi conductor chips manufacturing business, undersea cables mainteance and not forgetting the local government contracts. A company need a sizeable shares size to operate in this segments. Without the warrants conversion you are unable to compete with the competitions. All the warrants holders are long term serious investor and unlikely to flip the shares

Existing BPlant 4 Sabah Oil Mills supplying CPO to IOI refinery and PGEo group

Tough for anyone to carried $10 billion debts. Interest alone kills you

Hopefully things can move higher

Past 4 years all loss making [started from 2017,2018,2019 & 2020} disposal of G3 global will hit & impact more on GP bottom line.

Price already down from 45 to current 38 {15%}

KLK acquired IJM plant for 1.53 billion. Bplant planted acreage is bigger and their Peninsular located at prime land. Good for IOI Corp and IOI properties

Support at 20 sen

Yes. TG, Supermax, Kossan, Harta was the darling stocks and superbull last year

Everybody have their own views. Buy or sell is at your discretion. Just do your own research and take a longer view

Always believed the Shorties keep pressing down the shares. Bursa should temp ban the RSS

The key question? Is the key shareholders dumping the shares or stated buying back. The

Yes. Export value for palms much higher thanks to better CPO prices. But SOP still struggling and lethargic

On paper glove should be higher with the new Delta spiking up cases

Khazanah have its own special property trust funds

This counter { DNex} not for goreng kaki or big sharks. Shareholders are top heavy institutional funds. They don't go for short terms play { look how patiently they hold and covert the warrants} acquistion of silttera from Khazanah, Ping petroleum, renewal of government contract,Indonesia mainteance cables contract and now the new cloub computing platform. Showed this are serious player

Buy at your own risk? Nobody but your own self is answerable not KYY or OTB

True. Despite acquisition of Silterra and Ping. prices hardly moved and infact DNex drop and fell from their previous high of 90sen

New PP price rumored fixed at 18 or 19 { 20% against market average traded price}

Hope you're right

Nexia is not another shop house auditor. They are rank among the top ten globally. To accept Serba nomination. NEXIA appointment is based on criteria set out by the companies act, capital market, listing requirements, code on corporate governance, MIA standards, Bursa etc

Yes. Big difference between the word lies. Have 2 different meanings. The index support line lies at 19 - 20 sen. Or he is telling us big lies - silltera, G3 potential, China JV venture, technology park, digital banking licence, E wallet, and now money lending and trade investment

Yes. DNEX moving big into cloub computing platform. One stop logistics platform

Good Q? Stock prices not necessary correlate with the economic or trade movement. Wall Street and High Street have no bearings

Short selling is the main culprit & contributing cause

Gloves turn negative despite rising covid infections

CPO traded at $4620 - 4670 per month for August & September {FCPO} pricing

Price support lies at 20

Kipplepay E wallet { never hear before}. download the app from goggle play and try it . Limited features and sounds like kids play. Most popular E wallet Grabpay, Alipay, Touch & Go, PayPal, Boost, Shoppe pay, Weechat and Maybank ewallet. More than 10 established E wallets { who need kids play}

This counter hardly moves despite elevated and record high CPO prices for the past 15 months

Hainan climate similar to our tropical climate. rubber, oil palm anor coconut are planted in certain areas. Sanya Island is the world renowed resort where the miss world contest was held. Land usage is strictly controlled. Wages are much higher here, locals like everywhere else shun the 3D jobs. Labour scarcity far worse off compared to our country. Generally, Labour in the North eastern side are more abundant compared to the southern part of China

Back to back calculations { estimate for a new 60 tonne Oil Mill } is around MRY 60- 80 Million excluding land cost. If piling is involved { peat soil} the cost is substantially higher. The 2 Oil Mill are worth at least 100 million on their own. In addition in milling their own estate's crop they are receiving the FFB from other smallholders and nearby estates . The ratio believed to be betw 60 :40

Profit generation for Pharma

Looking at their past 2 years annual report. No land disposal was reported

Never moves

In short "reversal of previous impairenent losses can be recognised in assets that are allowed under the measurement scope of IFRS"

Johnzhang :the possibility is there. " if the impaired asset regain its value. the gain is now recorded in the income statement against the original impairment loss and any excess is then credited as revaluation surplus

Every dogs have its day. Rotation play coming

Really bad for this counter { GP} slide from their original telco & It operations into this mess. They disposed off their Mobile operations, then invested in G3 global telling us { the minorities} G3 is their future growth. Now they sell off their stake to CCP { own CEO}. Don't even talk about Silterra and AliBaba JV, Hi tech technology park all come to nought. Now they wants a rights proposal and fund raising to fund their Kiple, money lending, trading, property investment { acquired from CCP}

Bplant has acquired big tracts of planted acreage 3 years back when they bought over Duta land estates together with the oil mill. After 3 years of rehabilitation the estate yoeld should be higher { they acquired the land when CPO was in its doldrums}

DNex slow moving don't expect to jump like Ctos

Serba, Kpower, Scib - Serba the key player will spearhead the 3 related counters

EPF core banking lies with their subsidiary RHB banking group. They hold substantial stakes in other commercial banks