Wait for 5 sen

In order for glove to survive there need to lower the production cost and electricity is psrt of the major cost after the raw material, labour

with the FFB remain low at below rm650.00 / cpo is at RM3,700....

oil palm division is due to replanting for indonesia

tomorow down ....

Wait for below rm1.40

Mogu Mogu first appeared in Thailand in 2001 as the brand's breakout beverage. Launched under Adisak Ruckariyaphong, the second-generation executive of the family business, Mogu Mogu came from a concept inspired by nata de coco's wide popularity in Southeast Asian snacks and desserts. Made by fermenting the liquid found inside young, green coconuts, the coconut jelly is sweet and flavorful while providing a unique texture when chewed. In fact, when Mogu Mogu first appeared on the market, it came with the slogan "you gotta chew."

Read More: https://www.tastingtable.com/1155022/mogu-mogu-the-fruity-thai-drink-thats-full-of-coconut-jelly/

If no mgo than share price down...

once petrol and diesel subsidies remove the most affect will be luxury car or expensive car.

valuation is expensive.

due to keep fit pill. so will coem down due to the subsidie issue and evrryting will go up
dropuntil 1.60

DEAL OFF

sunset business

Mfcb the best is 2.80

lately a lot of tower infrastruture....

Looking at the performance of our ICT business in more detail,
its lower-than-expected revenue of RM16.5 million was due to
a highly competitive marketplace, where a slew of new market
entrants led to bidding wars and the failure to secure projects
which we had anticipated winning. Moreover, a prolonged
economic recovery caused a continued subdued demand for
new ICT installations and maintenance support by telcos,
particularly in conventional network technologies namely
Metro-E and Dense Wavelength-Division Multiplexing (‘DWDM’),
including from KUB Telekomunikasi Sdn Bhd’s (‘KUBTel’) main
client Telekom Malaysia (‘TM’).
With the aim of returning KUBTel to profitability, we have outlined
key turnaround initiatives for FY2023 which are focused around
securing early market entry in private 5G and 5G Centralised
Radio Access Network (‘CRAN’) Fronthaul solutions.
To meet the expected growth in demand for Private 5G,
we are working towards developing product readiness and
optimising speed-to-market across Multi-Edge Computing,
Private 5G Core and 5G-in-a-box, while undertaking extensive
business development activities. Meanwhile, our drive to lead
in CRAN Fronthaul solutions is bolstered by our continuous
positive engagements with Digital Nasional Berhad (‘DNB’)
– Malaysia’s special purpose vehicle to drive 5G adoption
and South Korean technology powerhouse HFR Inc. (‘HFR’).
Our plan is to deliver on business cases established in consultancy
with DNB, utilising fronthaul solutions developed in tandem
with HFR.

KUB Telekomunikasi’s varied project experience includes:

Installing an automatic fare collection system for fifty three Keretapi Tanah Melayu Berhad (‘KTMB’) Commuter stations for the Ministry of Transport (‘MOT’).
Construction of telecommunications towers for the Malaysian Communications and Multimedia Commission (‘MCMC’).
Supply of telecommunications infrastructure, including delivery of fibre optic accessories and metal based items, to support Telekom Malaysia Berhad’s (‘TM’) High-Speed Broadband (‘HSBB’) service.

wait until below rm0.45

sell and sell..

UMW at least is worth 7++

I think Sime darby will have difficult to really manage it efficently and thus will give low dividend in future.

SIME DARBY BERHAD (“SIME DARBY” OR “COMPANY”)
(I) PROPOSED ACQUISITION BY SIME DARBY ENTERPRISE SDN BHD (“SDESB”), AN
INDIRECT WHOLLY-OWNED SUBSIDIARY OF SIME DARBY, OF 714,813,100 ORDINARY
SHARES IN UMW HOLDINGS BERHAD (“UMW”) (“UMW SHARE(S)”) REPRESENTING
APPROXIMATELY 61.18% EQUITY INTEREST IN UMW FOR A TOTAL CASH
CONSIDERATION OF RM3,574,065,500 (“PROPOSED ACQUISITION”); AND
(II) PROPOSED MANDATORY TAKE-OVER OFFER TO ACQUIRE ALL THE REMAINING UMW
SHARES NOT ALREADY OWNED BY SDESB, SIME DARBY AND PERSONS ACTING IN
CONCERT WITH THEM SUBSEQUENT TO THE PROPOSED ACQUISITION (“PROPOSED
MGO”)
The Proposed Acquisition will involve the acquisition by SDESB of
714,813,100 UMW Shares, representing approximately 61.18% equity
interest in UMW (“Sale Shares”) from the Sellers for a total cash
consideration of RM3,574,065,500 or RM5.00 per UMW Share
(“Purchase Consideration”), which shall be payable on the
unconditional date of the SPA. The number of Sale Shares and the
corresponding percentage held by each of the Sellers are as follows:

IF the japanese do nto agree tan the deal maybe call off. so the risk is there...

DROP BELOW 4.00 IS THE BEST

4.66

aberdeen already loss in aeon and pos malaysia. so have to be careful.

The hurdle is the japanese. Do there agreed. Maybe alresdy discussed before announce the deal...

i doubt sime will buy mbmr stake. already have umw

will drop to 3.80

NTA is 0.20

LMEselect Tin 3 Month, USD/mt
26,795
-90(-0.33%)

already 30 sen. nothing to shout...

I think is selling form the weak market. Even at the price still trade at 20 over x PE which is close.

Slowly up up..

Down to 0.20

NTA IS BELOW 0.20

Wait for 8.50

hongma golf only 10.71pe listed in hong kong.

Maybe mynews going to supply food to airline

eonomy not good npl will increase.

DAMN EXPENSIVE

LMEselect Tin 3 Month, USD/mt - 28,130
SMM #1 Tin Ingot Price, USD/mt - 32,168.99
LF Solder Price, USD/mt -32,864.54

LMEselect Tin 3 Month, USD/mt - 28420

pe still high

the share price will drop back to 0.40

Do the cu store perform good...

but no growth

Padini no more growth.

MSC will not peform due to the ringgit devalue and yet there raw material bought from other mine for the refining activities. so will affect the margin also. will go back to below rm1.50.

Our last call and target price are Outperform and RM1.65.