Boustead rich in assets. Sold their Royal Chulan Hotel, Bukit Bintang KL to Royal Hotel, Singapore for 174 MYR. Their Hotel chain built at prime locations { KL, PJ and Penang } Not forgetting other prime assets { UAC, BHP petroleum, BPlant actions, Affin banking group, BHIC fabrication yard , Mytown, 1Cochrane, Mutiara Rini} Serba paid Petronas 320 million for thier Ramunia shipyard. Work out the figs literally

Definety something is cooking with the edge report. Look at the volume transacted this morning

Belt land :Jan-Mar CPO avr prices forecast betw 3,800 {Jan}, 3,700 { Feb}, 3,600 { Mar} by trade analyst. 2021 full year avr betw 3,250-3,400 by funds

BPlant resume their dividend payment to their shareholders. At this price level hold it for future gains

A very rewarding time for minorities holding Kpower { exceeding our expectations}

Dr Yu { a low profile but shrewd investor } who single handedly take on Quek leng Chan { HL} proposal to privatise their unit

Boutead new MD { shazalli ramli} & LTAT new CEO { amrin awaluddin} have to prove themselves worthy of the appointments. Amrin is former Boustead MD { before taking up LTAT CEO position}

Analyst has not fathom in the floods that hit Sabah, Johor, Pahang and parts of Perak area. rotting fruits bunches will impact production and affect the estate's Oil per ha

Emergency declaration means no major decision on policy matters { projects implementation} can be put on hold for the coming 6 months.

PN prepared to sell and let go its government control assets. CANCELLATION of HSR raillink may caused Malaysia to compensate Singapore 837 Million { SGD 270 million}

Umno AGM fixed on 31/1.vote to leave Moohidyin

Big players watching and accumulating after recent sharp retracement

Restocking during Dec-Feb CNY festive period {bolster and up demand in China} . China celebrate their CNY golden week holidays from 11/2 - 18/2

Just a paradox. Private placement increased number of shares . A piece of roti is shared by 1165 people { with the private placement } number of people eating the roti kosong roti kosong { after private placement} is now increased to 1,600. Current shareholders shares of roti is halve. Roti kosong is without sauce or curry. GPACKET is a nett loss position for the past 4 years

LTAT needs to finalise Boustead announcement before you can see any sparkles

SOP closing very dissapointed. Lack of holding power

Palm boy - last announcement building hi tech industrial park

Golden shares : too many false hopes anouncement. Digital banking licence tie up was announced by Gpacket way back in May 2020. Only now Jan 2021 did BNM announced their guidelines. The last date for submission is 30th June 2021. In Singapore out of 14-15 applicants only 4 were successful. 2 full licence and the other 2 control licensing { under strict terms} successful Companies need to plough in 400 - 500 MILLION for the new business.

Good article on supercomnet medical related business.

A lot of fake, hearsay or unfounded news spreading around what's app group being share. just be mindful and not go overboard

Sideway trading till PP finalised

Business diversified and moved into medical healthcare related segments

Mana ada goreng - trending lower

Keeping our fingers cross. DJ index jump 438 points

Production cost is betw 1,500 - 1,900 { subject to mature or immature palms} vs CPO selling price of 2,700 or 2,800 where the export tax kicks in. This is without taking in the palm kernel credit { For local planter's who do not export their CPO} this export tax does not applies. Only big producers { FGV, IOI, Sime, KLK, HSP, IJM} with downstream channel part of their products thru the export market

Macd is negative

Sbo hitting new record high at 44 cents

Floods and landslides in Indonesia killed at least 100 people with scores of people missing hitting Papua, Sulaiwesi, Lombok and the Republic capital Jakarta. Flooding is common during the monsoon season which typically stretch from Oct till April. Climate change will impact palm oil production

Closed at a new low. Mid Dec price hovering 3.70 + terrible

Bluebayou : Apotec distributing the herbal liver pills. Cross check at our local pharmacies { 300mg Thompson liver capsules } selling around $260 - 280 per bottle. Not a cheap supplement

Dpharma more on filling, storage & packaging vaccines

Esos priced at 19 sen against market price 35

Esos additional listing 1.8+ million shares today. Expect selling pressure

HSR cancellation negative for IWC and Ekovest

RSS /IDSS covers majority of banking & finance stocks

Bad closing for Dpharma

SBO hit new record high at last trading day. SBO is the bellwether for competing soft oils { Close correlation between SBO and CPO price trend}

Price is trending Southward after all the vaccine hip hop

No buying support momentum

Nihao distributing medical & healthcare related products

Post covid 19 pandemic outbreak { during this uncertainties recovieries } . Healthcare, Pharma and medical stocks have thier support and favour

The Glic linked shareholders { KWAP, KWSP, PNB, Asb } asking for a higher Bstead { price} valuations before agreeing { support} the privatise proposal. Just my 2 sen worth reason for the announcement delay. LTAT already line up the funds and sought the regulatory approval

Director { Tan Aik Pen} slowly accumulating. TSH maybe ripe for a takeove bid. Tan Aik Pen only hold app 14% with related friendly parties another 5%. Relative small percentage with current bull run in palm prices { potential for other planter's or hedge funds making a bid}

Dalian exchange may kick start more Chinese interest in agri trading. A leg up for palm oil trading {CPO} interest may be diverted from our Bursa derivative FCPO market} remember Robert Kuok is now based in China

Better days ahead for planters. Erratic weather, firmer soft oil prices, demand for edible oil stable, sunny outlook for Malaysian planters

Bio alpha step up for positive news flow

Mah sing is more on property whereas healthcare is part of their diversification { 5 year road map}

Kwsp is for long term not short term trading. PHARM is owned by Bstead { LTAT} whereas Dpharma is owned by PNB

Gen is for long term not for short term. Hold it for 1 year

Plantation stocks can be the next darling stocks. Look at SBO and CPO price uptrend.