Anyone going AGM today??

Penang water tariff is so low, half of the nationwide average only, new tariff should at least meet that level, than, all PBA shareholders will huat huat!!

https://www.theedgemarkets.com/article/proton-doubles-nov-2019-sales-volume-yoy-9643-cars

Sure APM will rebound sharply next quarter

very likely is privatize

Despite bad result... buyer still booking up... A bit weird...Privatize soon??

Price weaken is a good buy, up trend dividend plus there are 3,000 units of CRM going to contribute maintenance fees for the coming 3 yrs after the warranty expired, each unit will contribute about 7.5K a year, tats 22.5mil coming.

Good news coming.... no worries!!

https://www.proactiveinvestors.co.uk/companies/news/907531/enquest-highlights-strong-kraken-performance-as-production-rises-907531.html

Wow... engine finally start liao!!

https://themalaysianreserve.com/2019/05/14/water-tariff-rate-to-increase-by-year-end/

Is year end now... is this going to postpone??

Armada fly from 15 to 45 now and cold eye bot around 20, i believe muiind will fly too very soon!!

Wow!! Even Cold eye sifu in this stock!! Really boost my confidence in Mui!

lelong price liao....

OMG.... going to break 2

I tot Proton sales improve is positive for APM....

https://www.orientaldaily.com.my/news/business/2019/10/22/311622

JP Morgan upgraded Armada. Buy gao gao!!

Andrew say completion of disposal on Corus Hyde Park is very soon, from Focus Malaysia today

OMG....

Global utilisation rates for OSVs are up 9% year-to-date (ytd) and the number of working vessels has risen by over 300 since 2017, indicating a continued strengthening in the offshore oil and gas market.

UK-based ship broker and research firm Clarksons Research reports that global utilisation has reached 64% and, led by a strong UK North Sea peak season for large PSVs, has prompted a 12% increase in its OSV rates index.

Prospects for PSVs appear to be even better, based on 250 older vessels being scrapped and only 50 newbuilds being delivered through 2020. Based on Fearnleys Offshore Supply’s rig forecast demand, about 250 more PSVs would be required, translating to utilisation rates of about 85% by next year.

RJ87... please read contain b4 bark...

https://www.rivieramm.com/news-content-hub/news-content-hub/balancing-act-record-osv-scrapping-improves-market-fundamentals-56356

Good news for Armada! I think Armada's OSV utilization rate will improve further in coming quarters

Insider buying.... add!!

Wow!!! Pound at 5.37 now!! Earn extra Rm50mil if Corus Hyde Park deal ink at current level!! Good job, Andrew!!

KUALA LUMPUR (Oct 10): A water tariff setting mechanism (TSM) is expected to be implemented next year following the Cabinet's approval, said Water, Land and Natural Resources Deputy Minister Tengku Zulpuri Shah Raja Puji.

He said the proposed tariff increase would be minimal, between 0.06 sen and 0.71 sen per 1,000 litres, which is lower compared to other utility charges such as electricity, gas and telecommunications.

Get ready for the RUN... price run ;)

https://www.thesundaily.my/local/water-tariffs-to-be-raised-next-year-MI1468284

Buy before budget announcement

GOOD news coming... Maybe bauxite mining restart, maybe ECRL project award, maybe result turnaround...

The coming Q result expected to be good as the value of mining asset could have write back 14mil

Likely to be bauxite mining restart!! Or ECRL package!!

Based on the announcement yesterday.... i anticipating the 2019 net profit to be between 18-25 mil, 80-150% higher than 2018, eps will be between 6-8.3 cents, really really cheap at current price, also expecting a 2.5 to 4 cents of dividend, coz management indicated 40-50% payout ratio

https://www.malaymail.com/news/malaysia/2019/09/08/new-water-tariffs-for-all-states-in-the-offing-says-minister/1788471

i tot it will be play

engine start!!!

https://www.nst.com.my/news/nation/2019/09/518862/bauxite-sop-finalised-enforcement-starts-today

i wonder why all the amount not tally

Hi... guys.... did anyone of u realized the P&L in page 1 is different with the notes in page 9?
Or i read it wrongly?

Company with good profit and prospect... but they keep the monies for capex to provide good quality of water (but NRW still increasing) and to avoid water rationing... pay them self fat salary by screwing the shareholder's interest (increase salary by 16% on 2018, but dividend to shareholders drop to 3.75 sen from 4 sen

Superb quarter result... but tats the nature of the business... increasing demand when there are higher population and FDI. Good business manage by a hopeless management and lead by politician... but they tot they did good job...

https://www.actionnetwork.com/news/new-york-sports-betting-legal-upstate-casinos

can start mining tmrw??

I have a same view with you... i don't think is totally a bad thing for GenM in long term, it may even contribute profit if the online gaming and sports bedding go through...

Good analyst with fact, not like others, jumped to the conclusion after they saw the announcement, even those nearly 30 years in the industry...

The destination resort in which Resorts World Catskills also includes an entertainment project providing additional entertainment, food and hotel accommodations which will be completed by the end of the year. In 2019, a Rees Jones-redesign of the well-known Monster golf course and The Kartrite Hotel and Indoor Waterpark will also be added to this destination resort.

https://www.igamingbusiness.com/news/bet365-partners-empire-resorts-enter-1bn-new-york-market

Maybe this is the reason why LKT want to buy Empire...> online gaming for New York State

Empire has also entered into a sportsbook and digital gaming collaboration agreement with an affiliate of Bet365 Group Limited (“Bet365”), a British online gaming company based in the United Kingdom.

Pursuant to a collaboration agreement, Bet365 will participate with Empire in the offering of retail sports betting and online sportsbook, online casino and online poker in New York State, if and when permitted by applicable law.

KUALA LUMPUR (Reuters) - Duopharma Biotech (DUOP.KL), Malaysia’s largest generic drugmaker, is in talks with two Chinese consumer healthcare companies for expansion of their production base in Southeast Asia and a potential stake sale, its managing director said.

During an interview with Reuters, Duopharma Managing Director Leonard Ariff bin Abdul Shatar declined to name the companies as the discussions were ongoing. However, he said both “reasonably big” companies were listed in China with an annual revenue of more than $1 billion each.

The Chinese companies, one based in Shanghai and the other in Beijing, had asked Kuala Lumpur’s Duopharma if it would be able to contract-manufacture for them. They have also discussed buying a stake in Duopharma, Leonard said.

“They have manufacturing bases currently in China, supplying to the United States. These are guys whom I would not have expected to see in this part of the world, but for the trade war,” he said.

Duopharma, which has a market valuation of about $220 million, was open to a stake sale of up to 10% in the company, Leonard said, adding that if a deal was finalised, the Malaysian firm will apply to register with the U.S. Food and Drug Administration.

“There is a famous Malay saying: when two elephants fight, the ants die. But what we see here is absolutely the opposite. This has come as a bit of a surprise,” he said.

Dented by higher U.S. tariffs, Chinese companies are seeking partners to partly shift their supply chain to Southeast Asian countries such as Vietnam, Malaysia and Indonesia, analysts and Malaysian government officials said.

In the first quarter of 2019, Southeast Asia’s third-biggest economy attracted foreign investment of more than $7 billion – a 73% surge from a year earlier. The Malaysian government and its trade agencies are sending their representatives to China and other countries, organizing seminars and signing agreements of cooperation.

Late last month, the China ambassador to Malaysia confirmed the high level of Chinese interest in its traditional trade partner.

https://www.reuters.com/article/us-duopharma-btech-malaysia/malaysias-duopharma-talks-deals-with-trade-war-hit-chinese-firms-idUSKCN1UW0E4

ECRL + Bauxite, time to collect now... once this 2 engines start to generate rev and profit... too late to buy...