Hope you're right

Nexia is not another shop house auditor. They are rank among the top ten globally. To accept Serba nomination. NEXIA appointment is based on criteria set out by the companies act, capital market, listing requirements, code on corporate governance, MIA standards, Bursa etc

Yes. Big difference between the word lies. Have 2 different meanings. The index support line lies at 19 - 20 sen. Or he is telling us big lies - silltera, G3 potential, China JV venture, technology park, digital banking licence, E wallet, and now money lending and trade investment

Yes. DNEX moving big into cloub computing platform. One stop logistics platform

Good Q? Stock prices not necessary correlate with the economic or trade movement. Wall Street and High Street have no bearings

Short selling is the main culprit & contributing cause

Gloves turn negative despite rising covid infections

CPO traded at $4620 - 4670 per month for August & September {FCPO} pricing

Price support lies at 20

Kipplepay E wallet { never hear before}. download the app from goggle play and try it . Limited features and sounds like kids play. Most popular E wallet Grabpay, Alipay, Touch & Go, PayPal, Boost, Shoppe pay, Weechat and Maybank ewallet. More than 10 established E wallets { who need kids play}

This counter hardly moves despite elevated and record high CPO prices for the past 15 months

Hainan climate similar to our tropical climate. rubber, oil palm anor coconut are planted in certain areas. Sanya Island is the world renowed resort where the miss world contest was held. Land usage is strictly controlled. Wages are much higher here, locals like everywhere else shun the 3D jobs. Labour scarcity far worse off compared to our country. Generally, Labour in the North eastern side are more abundant compared to the southern part of China

Back to back calculations { estimate for a new 60 tonne Oil Mill } is around MRY 60- 80 Million excluding land cost. If piling is involved { peat soil} the cost is substantially higher. The 2 Oil Mill are worth at least 100 million on their own. In addition in milling their own estate's crop they are receiving the FFB from other smallholders and nearby estates . The ratio believed to be betw 60 :40

Profit generation for Pharma

Looking at their past 2 years annual report. No land disposal was reported

Never moves

In short "reversal of previous impairenent losses can be recognised in assets that are allowed under the measurement scope of IFRS"

Johnzhang :the possibility is there. " if the impaired asset regain its value. the gain is now recorded in the income statement against the original impairment loss and any excess is then credited as revaluation surplus

Every dogs have its day. Rotation play coming

Really bad for this counter { GP} slide from their original telco & It operations into this mess. They disposed off their Mobile operations, then invested in G3 global telling us { the minorities} G3 is their future growth. Now they sell off their stake to CCP { own CEO}. Don't even talk about Silterra and AliBaba JV, Hi tech technology park all come to nought. Now they wants a rights proposal and fund raising to fund their Kiple, money lending, trading, property investment { acquired from CCP}

Bplant has acquired big tracts of planted acreage 3 years back when they bought over Duta land estates together with the oil mill. After 3 years of rehabilitation the estate yoeld should be higher { they acquired the land when CPO was in its doldrums}

DNex slow moving don't expect to jump like Ctos

Serba, Kpower, Scib - Serba the key player will spearhead the 3 related counters

EPF core banking lies with their subsidiary RHB banking group. They hold substantial stakes in other commercial banks

Keyasic drop from 20sen to current 12 sen. price already drop 40%-45%

Major shareholder{s} started their shares buy back

Foxconn wants at least 10% of the voting rights. 5% is just their starting point

Market sentiment all screw up by politics and the prolong lockdown

Bad coverage on CCP & GP failed promises { Edge } and continuous losses for the past 4-5*years

Deloitte paid MYR 336 million to MOF { Malaysian Government} as settlement for their fiduciary duty in the IMDB & SRC audit trial. KMPG now sue by Serba for consequence losses and by MOF

Should read as USD 5.64billion KMPG sue by Malaysian governmwnt

Without prejudice. Our MOF and Malaysian government sue KMPG and its partners for USD 5.64 Million for negligence and breach of contract in the 1MDB audit. Both MBSB and Petron drop KMPG as their external auditor not forgetting GE{USA} did the same

From flattening the curve. This lockdown is a total failure

From flattening the curve. This lockdown is a fotal failure

If taking private and to reduce their debts { obviously Bstead needs to dispose off their core holdings} in BPlant, Affin banking or BHIC. buyer need Bank Negara approval { banking} and only 15% of the shares. BHIC obviously not many suitors. At this point BPlant is the most viable and attractive assets

A technical rebound unless price can move higher and sustain > 50

Syed Mokthar was a keen buyer for FGV but Felda was not agreeable to his offer. His financing structure already in place. BPLANT is a smaller plate vs FGV valuations. Why not?

Syed Mokthar may be interested. His portfolio is big on infrastructure, ports, sugar and commodities. He is following the footstep of RK

O & G also relies on Petronas capex and political plays

Oil down sharply yesterday

Umno political stand confusing. President {zahid} withdrew support from PN coalition led { PM } but all umno minister staying mum. Divided factions playing right in the hands of PM. Divided I stand

The big 4 glove producers profit margin may be reduced post pandemic. What is worrying is the competition coming from the new glove factories from China. This smaller firms will slash prices to gain market share

Newly appointed ind directors are heavy weight. One more hurdle clear for SD

From bad to worse. CCP is selling G3global shares at 15 sen to his own Co. any upside on G3 global goes to his own pocket. Previously GP acquires his own property firm { rental, property agency} a related party transaction. Now going into money lending business venture { you can guess lending to whom} lost focus on GP

Karim needs to declared a higher final dividend { good rate } as a confidence booster

Expect him { Karim} to pay the final dividend no less than the 4th interim qtr pay out.

EA loss making and not a specialised innovator. Why vivo? Buying into this counter

Negligence or unprofessional work if proven by Shafie. KMPG better
pack up. This year alone MBSB and Petron already replaced KMPG as their external auditor { replaced by PwC } not forgetting GE drop KMPG as the ins auditor

Tough going for GP { CCP} for the digital bank. Rumor around 45 to 50 applicants viaing for the
limited 5 digital bank slot. Big names like RHB-Axiata, Bank Kerjasama, MIDF, HLB are the notable names. Hail riding group Grab, E wallet Touch & Go, Boost are all in too. Listed big corporations eg Sunway, Genting, YTL, Petronas are all eyeing a stalk. Not forgetting local system software providers ManagedPay, Myeg etc. And in addition, the 4 or 5 Singapore digital bank licence holders are in the race too. Other local commercial banks are playing close to their chest on the licence

Trilogy kpower, scib and serba