Beware of its QoQ Revenue -12% to RM 460m and PAT – 30% to RM 112.5m

kindly share the AGM highlights to us. Tq

*Utilisation of proceeds*
The cash proceeds to be generated from the Proposed Disposal are intended to be utilised *for general
corporate and investment purposes*, including the funding of future investments as and when they arise.

Here are the Q&A during Tuesday AGM
1. https://www.petronas.com/pcg/sites/default/files/2023-04/Reply%20Letter%20to%20MSWG%20-%20PETRONAS%20Chemicals%20Group%20Berhad.pdf
2. https://www.petronas.com/pcg/sites/default/files/2023-04/Answers%20Script%20for%2025th%20PCG%20AGM%20QnA_For%20Upload%20(FINAL).pdf

Any Setel Voucher give to shareholder during today AGM? How Much?
Heard that their product price in 2023 are expected to be lower vs 2022 prices

https://www.reuters.com/article/japan-casino-osaka/japan-pm-kishida-says-to-approve-osaka-as-site-of-casino-resort-jiji-idINL1N36G0JI

from this enanyang said "云顶持有73.6%云顶新加坡股权?" confirm boh?

who was new director appointed on 1/6/2022?
Is there any purpose to subscribe 47.01m LKL Rights Share?

Would concept of PM be something like苏州工业园区(Suzhou Industrial Park) or 天津生态城( Tianjin Eco-city, SSTEC) ?

any idea what kind of project to be announced? Infra? Chipset? EV? AI? Data Centre? Aerospace? Petrochemical?

Online Questions 3

https://unitedplantations.com/wp-content/uploads/2021/05/Minutes-of-AGM-22-April-2021-.pdf

https://www.nst.com.my/news/nation/2023/03/892419/govt-ends-puspakom-monopoly-vehicle-inspections

This is the first time in 25 years that rapeseed oil is priced at a discount to palm oil, which is typically the cheapest oil among the four main oils (rapeseed, palm, sunflower and soybean oils). Palm oil prices also typically act as a reference point for market players to make decisions on substitution among the main oils.

https://www.mintecglobal.com/top-stories/rapeseed-oil-is-cheaper-than-palm-oil-for-the-first-time-in-25-years-as-supply-glut-intensifies

such world class listed company, i wonder why no fund is buying ?

https://www.theedgemarkets.com/node/660356

what is the total borrowings and net gearing for Pos Malaysia? based on the total equity of RM 646.3m, if company continue to have net realised loss of RM 160m per year, what will happens after 3years?

how many of unit trust in malaysia still holding this counter?

normal practice for saboteur is to let that 17.7% shareholding to below 10% by a series of corporate exercise, then again, right issue, private placement........macam macam to let it below 5%

The First Time Ever I Saw in Bursa Announcement for the reason of the resignation!!

Change in Boardroom
Date of change 20 Mar 2023
Name MR NG SHIH FANG, NG SHIH CHIOW
Designation Executive Director
Type of change Resignation
Reason: *Due to he does not want to be in the same Board of Directors with the current directors*

Malaysian Association of Tour and Travel Agents (MATTA) Fair 2023 sentiment need to tangkap?

you see analyst is like that, few days ago when KLCI below 1400, all quiet like Meow . Now above 1400, all come out to talk. Remember , to SELL on Strength when you bought at low!

How to find a company's new /old name?

1. Recent Change of Name
https://www.bursamalaysia.com/trade/trading_resources/listing_directory/change_of_name

*Or*
2. https://www.bursamalaysia.com/market_information/announcements/company_announcement , go to *Keyword*, type “Change of Name”

Others Popular keyword Search :
*1. Boardroom / Principal / Changes in Director's Interest*
*2. Rights Issue / Private Placement / Multiple proposals*
*3. Unusual*
4. Trading halt/ Suspension / Default
5. Opinion
6. Practice Note 17 / Guidance Note 3 : First Announcement / Admission
7. Transaction

*very important keyword

do you think government will let it raise the sugar price at the moment? this "news" have been talk since last year May

Currently in Malaysia, the banking business can be considered as the most profitable
industry in view of its low Cost-To-Income ratio(CI) of approximately 44%! ( Public bank FY2022 CI 31.5% vs Industry CI 44.2%)

Financial Services sector has the biggest index weightage in FBM KLCI, without pushing banking stock, do you think KLCI can rebound to 1,500pts?
It is been 100days+ since new Unity Government cabinet is formed, no face if KLCI below 1,400! I guess, local Institutional fund will perform their Corporate Social Responsibility duty to push KLCI back to around 1,500-level , so that everyone is happy!

https://thecorporatesecret.com/blog/2023/03/14/mafia-korporat-victor-chin-isteri-rampas-caely-berhad-pengerusi-sc-bursa-malaysia-bersubahat/

Regulator act very fast .......

https://www.theedgemarkets.com/node/659044

Bursa queries BSL Corp on share price drop

buy on weakness and sell on strength. don't listen to those analyst and economist

1. https://www.publicbankgroup.com/PDF/Investor-Relations/AGM/2022/PS-on-PBB-Groups-Performance-in-2021.aspx
2. https://www.theasianbanker.com/ab500/2018-2019/strongest-banks-asia-pacific

Public Bank : almost strongest bank in Asia

total how many bank in USA? What's the ranking for SVB?
Total how many local bank in Malaysia? what's the Maybank and Public bank size?
Which Malaysia commercial bank's loan is comprised of 56% to venture capital and private equity firms?

@ whistlebower99 , just to add on their “old name”

(old Name)

(FASTRAK) -> VSOLAR
(LITESPD) -> EDUSPEC
(HUAAN) -> TECHNAX
(MEDAINC) -> MERIDIAN
(PSIPTEK) - > AGES
(IDMENSN) -> EVD
(NEXTNAT) -> NEXGRAM
(BIOOSMO) -> IMPIANA
(TECFAST)-> FAST
PORTRAD -> (OMEDIA) -> ACCSOFT -> LAMBO
(TMS) -> SKH -> VC(VORTEX CONSOLIDATED) -> HM(HARVEST MIRACLE)
(ETITECH) -> TRIVE
(IPOWER) -> INSTACO -> VIVOCOM -> VINVEST
GLOSOFT -> (AGLOBAL) -> NETX

https://guangming.com.my/%E8%AD%A6%E8%AD%89%E5%AF%A6%E6%9F%A5%E5%8F%AF%E4%BA%BA%E5%85%92%E6%B6%89%E6%8C%AA%E7%94%A8%E8%B3%87%E9%87%91-%E5%A0%B1%E5%91%8A%E5%91%88%E5%89%AF%E6%AA%A2%E5%AF%9F%E5%8F%B8%E5%AE%9A%E5%A5%AA

Investors with low-risk appetite should be aware of the following:

• *Frequent Name changes*
• *Frequent Changes in Business Direction*
• *Frequent Corporate Exercise especially : Share Consolidation & rights issues*
• Dispute between management and board
• Proposed changes to financial period end
• Changes of auditors
• Audit opinion

@ Besafe.
you are right, later a series of corporate exercise（copy and paste as others) may come.............

https://www.theedgemarkets.com/node/657902

Banks instructed by PM to help B40 group via CSR activities, says Ahmad Maslan

Fund manager was very stubborn. Some of the share in the portfolio like Parkson, Bioalpha , really need to re-look

Icap still holding Boustead 12,147,786 share? what is the average cost?

is there any reason(s) stock analyst did not cover this counter?

its parent company, Boustead also gone

US finds no forced labour in Sime Darby’s palm oil production

https://www.freemalaysiatoday.com/category/nation/2023/02/03/us-finds-no-forced-labour-in-sime-darbys-palm-oil-production/

https://www.asgam.com/index.php/2022/11/26/macaus-current-six-concessionaires-win-new-10-year-concessions-under-provisional-award/

https://www.topglove.com/storage/Corporate%20Presentation/TG%20Website_English_200922.pdf

" simeplant which sold it's lands in Selangor for Rm643 mil an acre while it's book value only Rm12k per acre" , which transaction is this? RM 643million an acre ( Ringgit Malaysia 643,000,000) ? inside the land got lithium or Cobalt?

AND lastly , you are always go to others forum to sabotage their investment mood especially ask people to SWAP to your TSH or others useless plantation counter . It this call moral or ethical you always practice ?

based on your daily non stop grandfather or mother story, i dont think you are long term investor. I strongly believe you are trader. I m not sure what is you agenda behind AND you are always provide wrong info(without checking) even to plantation stock

and one more things i wish to remind you :
1. Buying share is not because of director buying then you buy OR not because of Warren or Calvin or Tan or koon or ooil or whatever sifu. I dont believe in ANY SIFU including those what cool eyes or hot eyes or any penang fund
2. Buying share is not because of take over purposed , not because of NTA and so on

@ calvin, if based on "your own logic" should buy "The Star". Not TSH . Let me advise you to look at The Star's property , Cash and so on.

@ Calvin, today TSH how much? AND whats is your others plantation counter performance after 2Q history earning is released until today? coming 3Q how?

@ Calvin: still remember the following:
"15/8/2022 12.56pm

This is What that promoter quote:
"nothing wrong at all as we are given opportunity to average down cost to Rm1.16
now at Rm1.14 is two cents less , Aug results will easily propel prices much much higher
Nov 2022 results will be another Catalyst for price surge"

My replied to him:

Please keep this your post untill end of Aug2022(when 2Q earnings is released) AND NOV 22. Please dont delete it. I will keep you update your above statement. To be fair to you also, we make today FCPO RM 4,300 as reference AND TSH @ RM 1.14-0.01


So, whats is there so surprised that Director Especially Founder/Owner buy the share? Can create value for Shareholder? Can let the share price going up?

whats the "Nov 2022 results will report no less than 20 sen profit" so big deal? by the time you talk Nov2022, it is already over loh!

@PlantBull AND @ Calvin , Regarding SIMEPLANT “ 3.3 million actress” . Simeplnt IR side just replied me:

Thank you for reaching out with your query.
As reported in our latest Annual Report and as per the information provided on our website https://simedarbyplantation.com/investor-relations/operational-information/ . SDP has total landbank of approx. 744,630 Ha (equivalent to approx. 1.84 mil acres) out of which:

i. 579,708 Ha is planted with Oil Palm;
ii. 12,013 Ha is planted with Rubber;
iii. 5,637 Ha is planted with Sugarcane; and
iv. 139 Ha is planted with Coconut.

The claim of SDP having 3.3 mil acres is incorrect as the planted area sits within the company’s total landbank as such it would be incorrect to add the two together to get the company’s total landbank. As you rightly pointed out the total landbank in acres should be 1.84 mil.

15/8/2022 12.56pm

This is What that promoter quote:
"nothing wrong at all as we are given opportunity to average down cost to Rm1.16
now at Rm1.14 is two cents less , Aug results will easily propel prices much much higher
Nov 2022 results will be another Catalyst for price surge"

My replied to him:

Please keep this your post untill end of Aug2022(when 2Q earnings is released) AND NOV 22. Please dont delete it. I will keep you update your above statement. To be fair to you also, we make today FCPO RM 4,300 as reference AND TSH @ RM 1.14-0.01