Companies with big planted acreage in Indonesia will be hit. With covid 19 outbreak and lack of medical facilities in remote areas and the outflow of migrant workers coming Raya [a social potential time bomb] Indonesia has reported alarming high fatalies rate among the infected

IOI dragged down by forex loss on USD denominated loans. Companies with USD denominated loans will be hit. Last year MYR trading at 4.09 - 4.10. March 31 MYR drop and depreciated to 4.38 - 4.40

HLB offering lower rates compared to Cimb

Genting resort closed 4 weeks after the MCO directive. F & B operators at the Hill resort suffering double whammy. Day trip visitor zero . RESORT NEW YORK casino closed in definety. USA is the world 's highest number 1 infection rate. EVERYONE is fearful

Cuti Cuti Malaysia becomes Cuti Di rumah. A lot of workers losing their jobs oming 2-3 months. Tough times ahead especially overseas countries all faced lock down and uncertainty. Tourism, hotels, travels are the most affected sectors

Those who have experience and seen the 97 - 98 currency crisis and the 2008 fall out are all survivors. Some are lucky some are not so lucky. Nonetheless I wish you all the best and hope I can ride out this turbulent times and emulate your lucky streak in profiting.

Only the brave dares mortgage his house to invest. I salute u for the bravely to invest during this difficult times

Carepls may be indirectly beneficiaries. Carepls manufacture nitrate gloves and related medical supplies. small but at the right sweet spot { this reason why Ansell wanted a share of their products} to market in European and US markets

Red zone and yellow zone all spike up. If lock down all places also kena. I believed government would target specific certain target areas

Problem is a key share holder continously disposing off their stakes. Last qtr result lower than market expectations. Dividend wise expect the minimal. Coming next few qtr { Mar-Aug} all expect negative with consumer sentiments plummeting plus the MCO lock down { Mar 18 - April 14} property developers are expected to be hard hit. Bank financing will be very selective during this trying times. Look at US mortaage loans fell to thier lowest. just my personal view on developers

We should slowly accumulate based on the following reason. We are facing a health epidemic not a financial meltdown. Us is pummpinng 2 trillion to support and support the financial system. Our own government pumps 250 billion as a stimulus package.. Yes we are facing a slow down fromm the covid 19 infection. Everybody is worried but I believed the whole world is trying their best to get a vaccine or antibodies for the outbreak. We can contain the outbreak. Recovery is coming but nobody can predict the timing. With thee ultra low oil prices inflation is zero coupled with the low interests environment. Just keep your finger cross and pray.. Just my personal take on the hammer down banking counters

change of date for EGM. Possibility of new developments

1ha/136palm
44000x136=5,984,000 palms

Genting shut down is hurting its bottom line. The current month long lock down (Mar18 - Apr 14) never happen before since Genting started operations in 1965. expect more headwinds and hiccups in in the next months. After effects on covid 19 and dire economic situation will affects Genting operations. Overseas { cruise liners under Genting} is bleeding

Glove counters outlook bright maybe with a few exception

Pbb really crash. Trading at $ 13 against previous high of $ 24. Old timers and retiress who stick with pbb really crush this round

Prepare for the worst as major oil companies may delay job projects awarded

Post removed.Why?

Expect another wave of selling

Bursa bear roaring

Pbb free fall below $15 compared to its high $ 23+{ scary}

Mr Market vs herd mentality

Us fed cuts rate to 0 to boost markwt

Crude is down. Now trading at USD 33 per barrel

Already drop below $16 from $23 {30%down} a real blow to all unit trust and lndex funds invested in PBB shares. Don't expect anything for this year. YTD all funds badly hit

Look at TG flying to the moon

Only the brave ventures during this uncertain times

Shares pricing relies on market perception { totally not related or correlated with price to book ratio} without prejudice how often do u find a full fledged accountant doubles up a successful trader. Read the book why a A student works for C student's { then u will understand

Virus flu has spread to the middle East { Iran} where customary practise of hugging as a form of "salam' has compounded the risk of infection.

Sapenergy a big let down despite the right issue even institutions shy away

Ansell is a hig player in the health care business. Either carepls ride on Ansell overseas network or let Ansell buy over 100%

What u expect Big umno coming back thru backdoor. They are the big shot. Umno 42, Bersatu 26, Pas 18, Azmin 11.

Margin call on pledged shares. Major shareholders forced sales

Patriot really stands out. Last few honourable man standing { unlike the turn coats}

Coming qrt result maybe bad { worse than streer expectations}

Azmin shoot himself by siding and working with umno and pas. Come next elections Azmin is past tense

Last qtr result coming out anytime now

KwSP and Ibs working hand in hand

Casino & FB outlets empty on weekdays. Big drop in local punters & day trippers. Covid 19 virus and bad economics hitting Genting operations

Most existing shareholders got hit by ekovest shares downturn. We don't need any more dooms sayers.

More troubles and problem facing sapenrg. Scomi { group} facing legal tussel over defaulted loans related restructuring sapenrg. Court injunction to stop forced sale of sapenrg

Scan thru pb mutual and pb unit trust. Every single fund invested in pbb bank shares. Pb mutual is the biggest private fund managmenr. Impact will be big

New low for PBB share price . All pb managed unit /trust funds invested in PBB shares. Performance will be impacted by PBB sharp drop. $20 down to $17

BNM already reduced OPR to 2.75 at the start of the year. BNM needs to hold back and not act to aggressively at this point of time. LGE {MOF} will be announcing a stimulus package { most likely tax reliefs or lower EPF contribution. Maybe another government funded investment plan for retires and man on the grounds} dont forsee any OPR cuts at this point

Underpaid CEO? Work backwards CEO remuneration { $72-75million pa } against company BOTTOMLINE { y-o-y } the last 3-4 years. Company negative performance yet CEO remuneration maintains the value package

2019 much better compared to 2018. TSH and other plantations should report much higher profit. If not something not right. Replanting cost is more or less the same whereas selling price for CPO & PK average selling price much higher

Lunar new year holidays are the peak for casino. This quarter going to be impacted by China restriction.

Ansell is very big on medical gloves, surgical products

KwSP selling heavily the past 2-3 weeks. Locking in thier trading profit {P&L}

Virus flu plus the HiNioutbreak will bring more violality