means by that time concessionaires would have also agreed to the deal, as kali will hold until he is 101% confirmed Selangor got the water consolidated

no surprise, it was on down trend until yesterday sudden spike

tsh has the best ffb yield follow by ioicorp, cpo contract up to june all stand above $2800, it's gonna boost core earnings significantly as latest q result all calculated using price $2300~$2500.

for tsh looks like the $3 barrier is decisively broken today?

the ceo is actually correct.

knowing it's a highly controversial issue, the "mou" likely to state only terms & cons of "how to work together"; rather than exactly "how much would that cost". bcos the nego with concessionaires is on-going, the "mou" won't be able to state that. however, it is cleared that the minimum price is 9.65b, fed agreed to pump 2b to "facilitate" the takeover, 909m budget set aside for opex.

atm fcpo up to jun already up $50

?? hahahahaaa... u punya suka, bro, buy as much as u can! :D

representative? hahahaa

up from 1.0 to 2.02? r u sure u r looking at bursa screen? hahahaa

fed wants to see L2 jalan, by 10/3 it must get puncak/gamuda signature on the paper. with the NRW and subsequent water prjs, any compensation for them will be easily recover. note when talk about L2 prj, note the Pahang side also very impatient already; as $ already in to build the pipe, now bearing interest everyday doing nothing.

note L2 prj does not belongs to state gov, it's fed driven prj. state gov only need to issue all the necessary licenses to ensure the prj is fully granted. of cos, in return, fed to resolve issue with concessionaires for them to agree to the water deal.

kali said there r huge piles of pipes already available (which is also the asset leveraged for the additional 2b), can engtex really benefit from L2? not really.

it all boils down to demand/supply, higher cpo price means provider will enjoy higher margin. price is stable with biodiesel policy backup.

actually, which bid and where's the info?? talking about yesterday, that's perdana, not alam.

+16c, rocks! atm, april ~ july cpo average up $25

m'sia pushing for B5 in july which incl Sabah will set the palm oil price at very attractive price to planters, especially those with process facilities.

indon is way ahead of m'sia in biodiesel development, indon refiner short of palm supply due to hot weather: http://www.theedgemalaysia.com/business-news/278471-indonesian-refiners-short-on-palm-supply-may-suffer-losses-traders.html

yesterday it was perdana announced contract award, not alam

u wait for the invisible hand then, hope not MC today... :D

if it pays good div, rolling 4q eps already beat some of the banks :O

today PM & kali met again to discuss water issue. what's the chance the deal to go thru? :D

mkh is consider expensive given past 2 q results, must take profit when it runs mad

most importantly bangkok shutdown has ceased, biz can pick up, should the situation keep calm, current price bottom already.

indon refiner short of palm supply: http://www.theedgemalaysia.com/business-news/278471-indonesian-refiners-short-on-palm-supply-may-suffer-losses-traders.html

utdplt said palm can go $3000: http://www.theedgemalaysia.com/business-news/278434-palm-oil-could-cross-3000-rgt-if-weather-stays-dry.html

m'sia plans to boost biofuel: http://www.theedgemalaysia.com/business-news/278336-malaysias-plans-to-boost-biofuel-to-help-palm-embas-says-.html

right issue further dilute the already flattish earning

ql profit flattish since 2011, fairy high short term borrowing, lousy div

probability of going to war between US/EU vs Russia is almost ZERO, although there might be small exchange between Ukraine and Russia.

kali is *very fast this time, it is the fed needs to act faster now. btw, this time round the weather is really dry...

note zhulian went into thai since late 90's

http://www.theedgemalaysia.com/business-news/278223-water-deal-gamuda-puncak-niaga-may-sell-water-assets-if-offer-price-is-raised-says-cimb.html

holding up very well, hmmmm...

ioicorp is a fully integrated plantation co., this make a huge different when come to taking advantage of good cpo price.

thai shares up as political improves: http://www.theedgemalaysia.com/business-news/278182-se-asia-stocks-mostly-down-thai-shares-up-as-political-situation-improves.html

vegoil going up: http://www.theedgemalaysia.com/business-news/278184-veg-oils-palm-oil-hits-highest-in-almost-1-12-yrs-on-dry-weather-fears.html

Indonesia on Biofuel jump, oil prices jump on Ukraine standoff: http://www.theedgemalaysia.com/business-news/278099-palm-oil-export-growth-stalling-in-indonesia-on-biofuel-jump.html

Ukraine crisis is pushing vegoils price up now. Ukraine is one of the largest grain exporter.

good read if u would like to know more about this water restructuring issue:

http://www.malaysiakini.com/news/205548
http://www.bonology.com/2012/08/we-should-reduce-non-revenue-water-but.html

kali doing all he could stepping on concessionaires to get water.

where the 2b will land?

•The appropriate return on equity. KDEB is offering 12%; Puncak is claiming 15% as compensation for the government cutting short its 30-year contract, which was awarded at the end of 2004. If the contracting parties cannot reach a compromise, one option would be for Puncak to sign the deal and then sue for extra compensation before an arbitrator or the courts.

•Selangor wants the transfer to be subject to a round of due diligence; Puncak wants it to be final. The state also wants the transfer of equity to take place concurrently with the transfer of assets to national water asset holding company PAAB, which would bring the state in line with the national legal framework for water services. Puncak says this should take place subsequently and independently.

•The company wants the deal to address the issue of compensation for two tariff adjustments which were due to have taken place in 2009 and 2012. According to the Selangor government, these were never approved because the company did not meet its service obligations, and so is not entitled to tariff increases under the concession contract. Puncak Niaga, meanwhile, claims it is owed MYR2.49 billion ($773 million) in compensation for the period from January 2009 to December 2012. The two sides have been battling over this in a protracted case before the Kuala Lumpur High Court, and Selangor wants to keep the issue out of the asset transfer negotiation.

- See more at: http://www.globalwaterintel.com/archive/14/12/general/second-guessing-stand-selangor.html#sthash.uNcVzhVQ.dpuf

http://www.malaysia-chronicle.com/index.php?option=com_k2&view=item&id=235192:wong-chen-warns-khalids-water-deal-could-balloon-to-rm14-billion&Itemid=2#axzz2ulznCakK

when ppl r aware/alert (esp. those top gun yellen etc), the market is less likely to fall big time, although there is clear lobang in-sight ahead, correction is good in this sense.

"In the year 2013, it was evidenced that the demand for healthcare services has increased in line with the population growth, better life expectancy, rapid ageing and the rising of middle income group. The efforts in promoting health tourism for Malaysia had also shown a drastic improvement with a double digit growth throughout the country. It is anticipated that this rising trend will continue to escalate in the year 2014."

non-stop growth of revenue (consultation, aged care, healthcare product and services) is the evidence. profit will catch up after new hospital upfront operation expenses go down.

clearly the result is leaked b4 hand. still, congratulate to all who grab it. 1 word of advise, the long term liabilities rose as fast as the share price!

today sbb 1,354,300 units, also cpo again stood above 2800 today. be patient

today dpm said in public even anwa become mb the agreement is IRREVOCABLE, kali made internal brief to pkr members. the chances of this going thru is ever higher now :D

March 2014 rose RM10 to RM2,825 a tonne, April 2014 rose RM11 to RM2,805 a tonne, May 2014 improved RM21 to RM2,800 a tonne, June 2014 increased RM24 to RM2,782 a tonne, July 2014 gained RM25 to RM2,756 a tonne, and August 2014 was RM24 higher at RM2,734 a tonne.

uoadev alone 13c already :D :D :D

pandai-pandai oh... :D

fuuyoooo.... brake sudah rosak

note the tariff compensation is not subject to arbitrary, together with receivable there's up to $3b pending... there must be a solution for this.

http://www.theedgemalaysia.com/business-news/277934-rupiah-set-for-best-month-since-2009-as-current-account-improves.html

be patient.