bought back msc at 2.27-2.29

added more pohkong at 86-86.5sen

Locked quick contra profit at 76-76.5sen

bought uzma at 73-74.5sen

https://finance.yahoo.com/news/fitch-cuts-us-governments-aaa-215239912.html

Fitch downgraded the United States to AA+ from AAA, citing fiscal deterioration over the next three years and repeated down-the-wire debt ceiling negotiations that threaten the government’s ability to pay its bills


Dollar index will tumbling, gold will shine soon

https://finance.yahoo.com/news/fitch-cuts-us-governments-aaa-215239912.html

Fitch downgraded the United States to AA+ from AAA, citing fiscal deterioration over the next three years and repeated down-the-wire debt ceiling negotiations that threaten the government’s ability to pay its bills


Dollar index will tumbling, gold will shine soon

dollar index will tumbling, gold price will shine soon

Fitch downgraded the United States to AA+ from AAA, citing fiscal deterioration over the next three years and repeated down-the-wire debt ceiling negotiations that threaten the government’s ability to pay its bills

https://www.thestar.com.my/business/business-news/2023/08/02/traders-brace-for-wave-of-treasury-bond-sales

A lot of new debt issuance coming from US to meet its deficit budget, dollar index will decresing, gold price will boost up soon,

bought deleum at 90sen

sold at 1.01

locked profit first at 2.38-2.41

The real impact will gradually reflect in global supplier sequence. Currently inventory still available to meet demand, but, storage level will gradually vacant

Gold price will surpass USD 20,000 soon as Fed and major central banks are at tail end of the current monetary policy tightening cycle amid easing inflationary pressures

Gold price will surpass USD 20,000 soon as Fed and major central banks are at tail end of the current monetary policy tightening cycle amid easing inflationary pressures

Much higher final dividend 4.38sen declared

many super rushing last min buyin

:D)

If oversea institutional fund look at MSc valaution if compared to other country tin stock, they will chase these embeded gem to trade in line with global tin stocks, afterall, market cannot ignore too long that MSC is world third largest tin exporter

Upcoming usage in tin is at explosion rate, but production is cap.

1. EV is to replace billion petrol vehicle.
2. Charging station is to replace million petrol station
3. Solar power plant is to replace thousand fuel power plant

Upcoming BRICS meeting will intensify de dollarization and tail end rate hike will give boost up to GOLD price

MSC should trade valuation in line with Pmetal. Many analyst give very high premium to Pmetal due to its source energy from cheap hydro power and tag high score for ESG for its green product

But, many unknown, MSC is actual even greener than Pmetal as MSC use its own hydropower generation 5MW for mining activities and use solar power at its smelting plant

Malaysia gov ambition to develop 4GW solar power, Singapore ambition to import 4GW, Western like EU, US all keen to develop solar power plant

Tin is a crucial part of solar power infrastructure. Solar panels are formed of many individual solar cells, connected by “solar ribbon”. This ribbon is a copper wire, coated in a thin layer of tin solder. The ribbon carries the charge to the edge of the panel, where it feeds into junction boxes. This electrical system also requires solder connections – as does the grid infrastructure. In line with solar module production, tin use in the industry has been rapid, growing more than six-fold in the past decade.

My portfolio already has enough MSC after yesterday added third batch at 2.20-2.22. It is now biggest stake in portfolio now, follow by series of gold stocks and REITS

Technically, MSC chart is call Flash formation breakout

MSC chart is bullish

bought back pohkong at 86sen

added more YXP at 27.5sen

Added more tomei at 1.09

added more YTLREITS at 97sen

bought at 28.5sen

added more MSC at 2.20-2.22

bought tomei at 1.10

sold at 1.16

sold at 1.39

Tomorrow is D-day for YTLP. It is also D-day for YTL not only becuase of its indirectly through 55% holding in YTLP, but also as internal EPCC for all YTLP power plant building

Strong momentum ahead of D-day tomorrow

Malaysia next king will be determine in Oct 2023. Johor Sultan is next in line for the Agong position
https://www.thestar.com.my/news/nation/2023/03/24/keeping-the-king-card-close-to-his-chest

Johor Sultan linked SIPP is closely corporate with YTL in many project.
1. SIPP bought EDL 10% from YTL
2. SIPP JV with YTL in 195km Gemas double track train
3. SIPP 30% stake in YTL kulai green data center cum solar power plant
4. SIPP JV YTL bid MRT3
5. SIPP likely JV with YTL to bid HSR later

Francis Yeoh in most recent interview cited

' I hope to retire one day, and every no problem with dividend come to my pocket.... I only have one wealth that is dividend from my share'
https://www.youtube.com/watch?v=HZBBU3I1y_I

Francis Yeoh control 50% stake in YTL and 15% in YTLP
https://www.thestar.com.my/business/business-news/2023/06/30/bullish-dividend-plan-by-ytl-corp

Upcoming Q4 likely declare 6sen dividend. Next year 2024 and 2025 will declare 9.5sen dividend as promise by Francis Yeoh, which could be higher than 9.5sen + special dividend if Japan prime land unlock at premium

KLCI index 30 top cap stock subject to 6 month review every year. The next review will be end of these year.

Tomorrow is day for Malaysia gov to announce massive RM 25 billion energy transition mega project, and all of these green energy will be privately funded. YTLP is expect to be key beneficial stock due to its cash hoard, and task by bilateral gov, both Singapore and Malaysia to export/import green energy generated mainly by solar power plant

once included as KLCI index component, it will trigger many institutional fund rush to buyin for their portfolio adjustment

Agreed, next review LCI index, the 30 largest cap will include YTL first, follow by YTLP next

bought back ytlp at 1.32

sold mcement at 3.10, swap to buy ytlp

Listicle: Mapping the EV landscape
https://theedgemalaysia.com/node/675645

No only tin use in EV battery for car and bike, but tin is use at mushroom EV charging station, replacing current petrol station

Game Changer: Banking on swappable batteries to drive EV adoption
https://theedgemalaysia.com/node/675593

Tin is key metal in battery storage energy

Indonesia plans incentives for EV makers, sets up meeting with BYD, Tesla
https://theedgemalaysia.com/node/675943

Indonesia gov is smart enough to aim for manufacture EV, battery and energy storage locally. Indonesia is set to expand it metal downstream industries especially to limit its tin exporter, the world largest tin exporter

Gov will announce super big Green energy transition plan to boost up solar power generation and export green energy to Singapore, in which YTLP is key beneficial due to exposure both in Msia and Singapore energy market

YTL construction and YTL cement/Mcement are key beneficial for YTLP big internal EPCC solar power plant work

Short term, YTL (YTL construction/YTL cement/ Mcement) all enjoy upfront development profit on green data center and solar power plant building work.

Once commissioning, Long term, YTLP enjoy steady concession like solar power generation profit + long term green data Center rental income. YTL as major shareholder, indirectly enjoy YTLP long term steady profit income

Short term, YTL (YTL construction/YTL cement/ Mcement) all enjoy upfront development profit on green data center and solar power plant building work.

Once commissioning, Long term, YTLP enjoy steady concession like solar power generation profit + long term green data Center rental income. YTL as major shareholder, indirectly enjoy YTLP long term steady profit income