UP's loss is their customers gain. One of their biggest customer is AAK in Sweden www.aak.com . Their latest financial report shows operating profit at all time high due to higher operating profit per kilo.

UP and SIMEPLT have almost similar hedging loss amount despite SIMEPLT being many times bigger. UP have balance of RM225m unrealised losses as of 31/03/22, SIMEPLT around RM215m as of 31/12/21.

Their selling price will still not improve next quarter because there is still RM225m unrealised hedging losses

Indonesia has clarified that the export ban only affects refined, bleached and deodorised (RBD) palm olein. Indonesia exported an average of roughly 620,000 tonnes per month of RBD palm olein in 2021. CI Holdings mostly sells RBD palm olein and will greatly benefit from this.

UMCCA is the only plantation stock that has not gone up so much. Very good buy at current price.

Indonesia cooking oil export ban will benefit CI Holdings as buyers will shift to find sellers from Malaysia. Bought few lots to test my hypothesis.

Sold all at 1.90. 39% profit for 6 months ok la

No fraud in serbadk. Maybe their project structure just a bit complex :

Meanwhile, amid a fluid scenario with the counter hitting a new low of 61 sen, Serba Dinamik has again denied that there was an element of related party transaction in the undertaking of Block 7 Investments, a joint venture between Efire Capital and Serba Dinamik for the development of the Block 7 Innovation Hub in the Industrial City of Abu Dhabi (ICAD).

This follows the signing of a long-term land lease agreement on April 24 by Block 7 Investments with Abu Dhabi Government-owned ZonesCorp, one of the largest operators of purpose-built economic zones in the United Arab Emirates.

Serba Dinamik is the 49% owner and Liwa Investment owned 51% of Efire Capital. On March 2, upon the finalisation the land matter with ZoneCorp, Efire Capital become the 99% owner and Liwa Investment retained 1% direct ownership of Block 7.

“This move is to strengthen Serba Dinamik’s strategy to own a strategic asset worldwide. Prior to that, Block 7 is 100% owned by Liwa Investment where the appointment of Serba Dinamik for undertaking the RM7.7 bil contract was made,” explained Serba Dinamik in a WhatsApp text sighted by FocusM.

maybe one of the directors buying

another tycoon might be buying heavily today to build up position

CPO up again today. Bought 100 lot at 1.39

Block 7 update : https://www.arabianbusiness.com/technology/462485-zonescorp-inks-deal-to-develop-giant-innovation-hub-in-abu-dhabi

Buy before too late..
Sure going up to the skies...LOL

CPO price goes up RM5000 also no benefit for united plantations for Q1 2021. They have contract balance of 82,225MT of CPO at RM2880 per tonne. Refer annual report page 185.

Lucky got escape at 4.11 haha

Bought last month. Ok la next time I will announce haha

Posted by 5354_ > Apr 21, 2021 9:39 AM
Not sour grape like many here? Never heard buy how can sell haha.

Sold all at 4.11. TQ Kossan

I like mmccorp but this deal may not be good for minority shareholders. I remember in 2009 they acquired Senai airport and its land for rm1.7 billion. Now 2021 they have not yet managed to recoup the cost.

MMC CORPORATION BERHAD (“MMC” OR THE “COMPANY”)
PROPOSED ACQUISITION OF 2,500,000 ORDINARY SHARES REPRESENTING 50% EQUITY
INTEREST IN RETRO HIGHLAND SDN BHD (A JOINT-VENTURE COMPANY BETWEEN
TRADEWINDS CORPORATION BERHAD AND S P SETIA BERHAD) BY MMC LAND SDN BHD, A WHOLLY-OWNED SUBSIDIARY OF MMC, FROM TRADEWINDS CORPORATION BERHAD

No wonder the price goes down. Somebody already know TSSM will be disposing his other business into MMC.

Need to conserve cash for expansion. 5 sen dividend still ok

To meet this increase demand, the Group will commission new production lines that increase production capacity by 33% towards financial year end 2022.

Agreement to participate in the bidding. Malakoff and others are bidding for the project too. Winner to be announced around June.

once big funds get bored with tech sector, they will look back at glove sector

“Based on calculations, the operator of the Bukit Payung WTE landfill will break even in the first seven years of operations and start making profit after 10 years." he added.

Big final dividend to be announced

there is no upcoming contract yet lah. i know mmccorp inside out haha

low volume today. very good

haha as long as fundamental is good no need to worry let him short lah. yingzhe17 congrats.

possible. top glove 1 quarter profit can buy the whole company

sold all. hopefully goes back down to 90sen hahaha

port listing will be in 2022 or onwards to extract the highest valuation based on 2021 combined port earnings which is expected to be much higher than 2020 earnings

Sungai Pulai bridge project by MMC Engineering progress video : https://www.youtube.com/watch?v=qrrWgalRJBg

big funds also watch i3 commenters. sell now while its hot. buy back again during low volume trading.

Sold some at 0.995. Its okay if it goes higher. Sell when others are greedy haha

MMCCORP has been long undervalued but it will stay undervalued. The price will follow the PE of 8 to 10. No need to think cup, plate or bowl pattern.

No need to pare down the borrowings. Most of the borrowings are related to planned port capex. MMC can give higher dividends this year.

Don't sell now. Dividend to be announced should be 5sen. The next quarter, special dividend from the RSGT stake sale should be another 5sen.

Port congestion still continues across the world. Northport should be able to achieve 30% increase in teu handled to 3.6m this year. Ptp should be able to achieve 5% increase in teu handled to 10.5 this year.

The North Butterworth Container Terminal (NBCT) which has been gazetted as a free trade zone (FTZ) since Monday, signifies the federal government's commitment towards Penang's economic development.

Penang Port Commission (PPC) chairman Datuk Tan Teik Cheng said the gazettement of the NBCT as a free trade zone showed the federal government had never marginalised development in the state as alleged by various quarters.

"I have received numerous positive feedback following the recent announcement and I thank various quarters for their constructive suggestions.

"With the creation of the free trade zone, we hope that it will bring about multiplier impact in terms of economic development to Penang and contribute pragmatically to the Malaysian economy.

Bought more at 0.775. Next quarter EPS will be around 2.7sen per share. Big fund selling today will buy back next month after result out.

PTP December 2020 : 967,783 TEUs were recorded for the all-time highest record for TEUs per month, beating its previous best record of 922,800 TEU set in the month of November 2020.

Calvin882 no need to worry. PTP is busier and handling larger volume of containers than ever before. That is why MMC can pay interim dividend from now on. Got extra cash. MMC for sure will report higher profit in 4Q than 3Q.

On 30th November 2020, PTP successfully broke a historical record and sets another significant milestone when the Operations team logged in the Highest All Time Move Record in a Month with a total moves of 922,800 TEU for the month of November.
Efficient planning and execution of container operations and good optimisation of resources were identified as the reasons behind the feat.

This historical achievement would not be possible without the cooperation and joint effort by all parties and is truly a statement of everyone’s continuous effort, dedication and hard work as one unified team.

Permodalan Darul Ta’zim (PDT) dan Cypark Resources Berhad (Cypark) telah menandatangani Memorandum of Business Exploration (MoBE) berkaitan kerjasama dalam industri tenaga lestari di negeri Johor.

Pemeteraian MoBE tersebut membabitkan projek pembangunan sistem Solar Terapung di bawah program Solar Berskala Besar atau Large Scale Solar Program (LSS), Suruhanjaya Tenaga di Empangan Seluyut, Johor.

Selain itu, PDT dan Cypark juga akan bekerjasama dalam projek pembangunan Ladang Solar Berskala Besar di zon penampan Kompleks Bersepadu Pengerang (PIC) serta pemasangan panel solar di bangunan PIC menerusi Skim Pemeteran Tenaga Bersih atau Net Energy Metering (NEM) di bawah Suruhanjaya Tenaga.

MMC will get a slice of ECRL project

Majlis Menandatangani Perjanjian Konsortium antara Ahmad Zaki Sdn Bhd dengan GPQ Sdn Bhd dan MMC Engineering Sdn Bhd dan P-Excell Management Sdn Bhd yang disaksikan oleh YAB Menteri Besar Terengganu, YAB Dato' Seri Dr. Ahmad Samsuri Mokhtar yang berlangsung di Gamelan Ballroom, Primula Beach Hotel

Cypark can choose between two strategy. Make big money from LSS construction but small money from PPA or vice versa.

Bought teoseng eggs from 99 speedmart. Grade D 30 eggs at RM6 only. Not sure if teoseng will make money if they sell at 20sen per egg.

Posted by KLCI King > Jun 25, 2020 11:58 AM | Report Abuse

Cypark WTE JV with famous Japan partner (long time player in WTE) supposed to be good.

Wonder why it has been delayed for soooooooo long. That’s the worrying part.
-----
@KLCI King

Testing and commissioning of WTE plant will be further delayed until the government allow foreign personnel from our technology partners such as Japan and Korea to enter the country.

Once the gov allow foreigners to come into malaysia for work purposes then only buy