Overall market sentiment yesterday down. Most counters closed lower. Buyers take it easy. Extended weekend break

Strong closing today. Rebounded from yesterday low of 62 and today close at 68. Statistic don't lie.

End of month is EGM date {28 th Jun} just sit tight

Pulsating trading morning session. Let's not get distracted and stay firm with the current play on DC related theme. Look at SNS, JCY, MNH or CHB vs JTG.
SNS 89 sen {NOSH 1.613}. JCY 80 sen {NOSH 2.140}
MNH 92sen {NOSH .464}
CHB 93 sen {NOSH. 375}
JTG 69 sen {NOSH 372}
Barring any hiccups still have alot of catching up . Just sharing my personal own views.

Need to see the actual buying momentum is sustain. Technical support chart is the key. Can it scale higher and break the all time high 69 MACD resistance

Public Packaging holdings PE ratio of 5 times is low. Their main business segment consist of manufacturing & selling and retailing of corrugated cartons, packaging materials and other paper products. SEALINK business is in the marine logistics, ship building, chartering in the oil and gas sector. Peer comparison is one form's of self evaluation.

SEALINK is a turn around story with undemanding PE ratio of 15 times vs other competing companies betw 26 - 36 times. Latest qtr result showed positive growth and cash positive. With 20 years of business experience in the field of logistics, shipbuilding and OnG field. Expect more from this company. Not a buy call just my own personal take on their latest qtr result

Holding it for the past 6 months. Call it long term or short term. Either way waiting for right pricing to cash out

Yes. Abang Johari very far sighted. Initiated Sarawakians own airline { taking over Mas cargo}, own local banking group {Affin Bank} and local retail petroleum gas chain Petros { from Petronas}, not forgetting their own wealth fund

The deepening of the Miri seaport and the Baram River by the Sarawak State government is seen beneficial to the State marine sectors. SEALINK key operational units are located in Miri, Labuan and Singapore. In addition the targeted withdrawal of diesel subsidies only in Peninsular Malaysia {but not in the state of Sarawak or Sabah} is seen positive for the East Maaysia marine sector. Not a buy call just sharing my 2 sen worth of analysis

Without any prejudice. INDONESIA has embark on a mega expansion plan on their country petrochemical industries. To be self reliant and less dependant on foreign parties. PT Pacific chemical industries are expected to roll out their petrochemicals this year. Follow by PT BUMI resources in 2025. All in Indonesia have targeted betw 20 - 25 local companies for the production of chemicals, fertiliser and other related products.

Indonesia has always used its DMO policy to control & limit the export of CPO. The higher export tax and levy imposed on producers is bad for upstream players while to a certain degree more positive for local refiners. Currently the DMO has implemented a export ratio of 1:4 meaning producers can only export 4 times the volume of it's DMO obligations. The DMO quota is sold at a price discount to maintain & stabilise cooking oil prices. This may be of the many factors that the IB's have or reason to cease coverage on TSH. Lack of replanting for the past 5-6 years, Ageing profile and most important sale of TSH local estate's land over the past 2 years {without replenishing their land banks}. Change of political leadership from Jokowi to its successor Prabowo. The former defense minister Prabowo is known for its nationalists stand that may signal a change in Indonesia economic policy. Not a sell call just sharing my 2sen why certain IB's have may ceased coverage. Please do your own research before you invest. Have a great weekend

Always remember nothing is free. If a promoter sells you something he or she earns a commission. If a particular stock is so good why the need to urge other people to buy. Why share when you have a hidden gem. It's a game people played You buy I sell

Announcement of share bonus 1:1 failed to excite the market. XD is on 10 June 24

A guessing game? which competing team will get the tender awarded

Latest quarter result {ending 31 March 24} saw a drop of - 17% {Q-Q} and - 64% {Y-Y} vs a year ago.

Without disrespect to any parties. Sky world listing raise 166 million thru its IPO. Out of which 11 million budgeted for the listing exercise. App 55 million is budgeted for working capital. The balance 100 million earmark for land acqusition. The board has announced a payout ratio of 20% dividend vs thier share base of 1 billion {subject to all the nitty gritty rules.} SKYWORLD is primarily an urban developer looking at targeted areas. Unlike their bigger peers { Sunway, IOIP, Sime, UEM, YTL or GAMUDA } which have deep pockets and landbanks. Developer needs hugh outlay and upfront development costs. Eg Sime Darby awarded a combined contract value of 1.74 billion to GAMUDA to built a DC at Sime Elmina estate. Not the best time for smaller developers. Just sharing my 2 sen worth of self analysis. Not a sell or buy call. Please do your own research before you invest.

In the minds of our investor & shareholders. There is only 1 or 2 main criteria. Capital gains and growth potential of the company. Whether we buy on dips or pullback is entirely an individual choice. The risk and reward ratio is a criteria all investor should also take note. Nothing wrong if one locks in their profit or buy back after the recent dips. Timing and opportunities is not there every day. Do your research and look at your own portfolio. Cheers

Pullback is natural after the recent uptick in share prices

Pullb

Pullback is natural after the recent sharp uptick in prices.

Bad timing. DJ index drop 600+points. Don't expect any positive catalyst forthcoming.

DJ drop 600+points. Don't expect any positive catalyst forthcoming. Minutes of Fed meeting looking more hawkish. Bad timing

DJ drop 600+ points. Don't think any positive catalyst forth coming. Minutes of the Fed meeting looking hawkish.

DJ drop 600+points. Don't think any positive catalyst forth coming

Chart wise still holding well. DJ drop 600+ points. Don't think any positive catalyst forth coming

Best of luck to you.... Bro. Need to stay away and see whether the IB jokers TP price prediction of 90 sen can materialised

They are not telling us except for the standard reply. Weak demand and over supply

There must be a strong reason or compelling factor LG Korea have decided to dispose off their subsidiary LCTITAN which they have invested

The first quarter losses of - 178 milllion is slightly below the loss of - 225 million reported in the previous qtr. Nevertheless based on what was reported by the press. LC titan is expected to face worse off in the 2nd quarter ending June24 with lower sales volume and weak product demand. With demand muted and a supply gut Analyst expected LCtitan core losses to further widenen. The 1st Qtr losses ending March 24 was narrower due to the LCtitan has capitalised 136 million in interest expenses relating to the loan taken for their Indonesia plant expansion. In other words the accounting side have sidestep the interest from the P&L and instead putting as part of the construction costs. This is something minorities should. Make note of. The cost of construction costs would be substantially higher with the debt interest added on the plant expansion. Please do your research and understand the so called interest and cost transfer

Losses for the 1st quarter FY 24 comes in at - 178 million lower vs Y-o-Y. LCtitan has lost money consecutively for the last 9 quarters

Bypass the 328 is just a matter of time. Now or later

MS announcement too sketchy with little details. Nevertheless what was announced 2.2 USD billion investment in the next 4 years for A1 and cloub computing vs 1.7 USD for Indonesia under A1 and cloub computing. Without disrespect both news are identical except for the quantum announced. Need to wait & see where exactly is their investment going to channel

Niseko is a secondary resort town at the foot of Niseko Annupuri popular with downhill skiing. Renowed for its onsei bath resort and tourism in Hokkaido. Although not as famous as Mount Fuji in Tokyo. It's a popular resort with excellent facilities. It's link with the Chitose Airport. Cheers

Dragon 328. A strategic move by YTL to invest in Japanese real estate hospitality sector. Looking at this particular sector the yen is at its 34 year low vs the USD. It's a calculated move. Inbound tourist arrival is buoyant and increasing year on year. Capital appreciation and value creation is their key mark

Yinson boss {Lim} is a season businessmen with an excellent track record. Paying MYR 173 million to Ekuinas for the 50.2% stake in Icon {using Liannex as his investment arm} maybe just the beginning. Liannex, Yinson and Icon all have their niche in marine logistics and engineering. We cannot rule out possibilities of injection of certain assets and business into Icon. Afterall triggering the Go, getting the requlatory approval and all the nitty gritty from the authorities is exactly not a walk in the park. Certainly Yinson boss{Lim} have plans for Icon. You don't paid 174 million just for the sake to acquire a company. Something big must be brewing in his mind

Technical chart is just a tool. Market sentiments, company growth and business earnings are much more relevant in today fast changing world. Look at Nvidia how a humble software developer with Jensen Huang at its helm charting it's own growth transformation into today world cutting edge A1 chips. Thier initial share price was at $12 per share in 1999. Now trading at a staggering $877 per share {excluding their share splits.}Yes always stay with a winner. Just my own 2 sen view point not a buy call

Coming qtr result must be very good { above market expectations } who knows YTL may surprised the market with a bonus split and special dividend for the YTL minorities

Chapgpt and A1computer is here to stay. A real fact not a fad. Can be deploy in multiple industries and sector. China, US and Russia all knows A1 holds the key

Without disrespect to any sifu or experts on land matters. The planned city development of Nusantara is split into 5 phases. The targeted date of completion for the new capital city is set betw 2045 - 2050

Land ownership in Indonesia is complicated. Forest land is strictly reserve and no cultivation is allowed. Ownership of agricultural land is split into HAK MILIK, HGB, HAK pakai { lease}, HGU { right to cultivate or plant}, HMA rumah susun { building units}. Only Indonesian citizens is allowed to own freehold land { HAK MILIK} Foreigner's is not allowed to own or buy freehold or HAK MILIK titles. In addition any agricultural land development 20% of land use is reserved for local community or adat{ forest land rights} akin to our Felda scheme

Both YTL and YTLP valuations are very low vs other KLCi 30 stocks or other tech stocks valuations

Coming qtr result to be announced in May. Expect more upside & further upgrades by investment banks. HLIB is the first IB to revise and upgrade their TP price to 3.33

Sleeping...... Please wake up

Dragon 328. Noted. Tks for the update

Mr dragon 328. Any possibility of giving us the link HLIB price update on YTL

Please keep our forum on business and not politics. You can post your own thoughts thru your personal social medium platform e. g tik tok, instantgram or facebook

Different IB companies have thier means and ways to release the nett buyers and sellers. Split between foreign accounts, local institution and retail accounts. May not be accurate but at least we have a feel on the market undertone.

Look at KEY field the newly listed oil & gas provider. The valuations is substantially much higher vs it's peer or icon valuations. Today traded 1.75 - 1.77 against its IPO price 90 sen

And your own time line investment strategy. For long term holdings{ 2-3 years} or short term trading 3-6 mths tine frame