Khazanah sold TM's share at discount price.

impact of interest rate cut and H&P interest cancellation will only start reflect in Q2 report.

Bank paid interest for Fixed Deposit and loan those money for automotive buyer but now bank couldn't enjoy any interest income meanwhile FD interest payment remain continue.

go and check world top class bank share price and you will get clue

Goldman Sachs, JP Morgan, Wells Fargo and Bank of America

No international flight and very limited domestic flight result in lower revenue
airport terminal operation as usual - fix cost remain similar or slightly lower

not very positive for Airport operator

ya wor

so tempted

Will BNM's new policy of delay payment of personal and SME loan installment impact Bank's performance of coming 2 quarter ?

will Maybank in risk with their Insurance arm Etiqa ?

anyone has info Total loan CIMB lend to O&G industry ?

bear is knocking door of USA DJI

USA DJI melted yesterday.

Don't catch the falling knife

As long as USA military stay strong and US Dollar's status will remain.
As long as US Dollar status remain and USA military stay strong

TM will soon have massive CAPEX for 5G roll-out.

Yinson manage to capture oversea contract continuously
Armada seems starting lost market share to competitor?

still downtrend

don't catch the falling knife

Bank Negara might perform another interest rate cut in order to stimulate market which affected by Wuhan coronavirus

@jeffreyteck

when the money they collected from processing fees is much higher than imposed penalty , do you think they will stop collecting it ?

rise because of politician and fallen because of politician

Unifi is now offering 30mbps package at RM89
it is same price with Maxis

subscriber increment of Unifi should improve as 2 quarter stagnant probably due to competition of Maxis home fiber.

it is too early to make conclusion for possible war between TNB and TM

Btw, TM's new catalyst will be possible new contract of School Internet services with MOE
this is a steady monthly income from >10,000 school nationwide.

Hope Airasia X will deploy their A321XLR direct flight to Africa, New Zealand and USA mainland (if within range)

These is niche market but less competitor.

EPF start accumulate ?

AAX's profitability is very depending on performance of China and USA market
This 2 market have good margin compare to Europe and Australia

Hope Airasia add more route especially USA West Coast City

sold all my GPacket share

AAX profit is highly rely on A330 Neo delivery and route to USA.

A330 Neo help control Opex
Route to USA help increase revenue and margin.

Will IPTV help TM to defence it's dominance in fixed broadband ?

Anyone tried TM's Unifi TV ?
How is the content ?

EPF start collecting TM at bottom

Benalec's pengerang and tanjung Piai project is still on-going or it was on-hold ?

Anybody know about this ?

All investor should stop speculation and stick back to business.

What will happen if TM lowered price and increased speed.

Short term will impact of revenue as immediate but if competitor doesn't follow it , by mid term user will start migrate to TM.

I'm not sure about you , but that is what I'll do if they really lower their price

money drop from Sky.

Green packet also telling same thing before they doomed

Wei Wong
Deal with Airbus for A330neo not yet seal

http://www.theedgemarkets.com/article/george-kent-mrcb-after-lrt3-set-proceed

He said this will include all project costs, including but not limited to Work Package Contracts (WPC), land acquisition, project management, consultancy fees, operational and overhead costs, as well as interest during construction.


Project cost will be cut 47% and how much of profit will affected to both Gkent & MRCB ?
LGE statement clearly stated there will be no more Variation Order in future.
It seems like government is telling the JV : We will only pay this much, take it or leave it

Who is the top5 customer of OPCOM ?

Since PH keep cutting major development for budget saving

Will PH restart water pipe replacement in short term ?

Based on my experience with Airasia when they touch bottom at 76sen

The bottom will only show when the initial forumer who shouting for buy turn silent or call for sell

But this is my personal opinion only

fralenz77

Stop HSR will need to compensate billion
but if it didn't stop , it will needed 100 billion Capex and billion Opex

Personally i doesn't optimistic on HSR

how many percent fuel airasia hedge for 2018 ?
crude oil price is heading to uncomfortable zone for airline

Freeze lower limit
No more game

https://www.bloomberg.com/quote/BDIY:IND

Baltic dry index just drop to 1 month lowest

Which bank loan to Sumatec ?
They are 3rd O&G service supplier who loan default

be careful that China Coal Miner might restart their mining activity after coal price raise tremendous

Saw the news yesterday

Petronas going to layoff few hundred worker again

Corporate are just starting having real financial issue

Like Korea , Hanjin is bankruptcy and Hyundai heavy industry is also on the way.
Corporate and conglomerate are defending by their reserve for pass 2 year and now issue are start floating.

Maybe will affect bank sector's corporate loan impairment

Libyan and Nigeria are going to resume their crude oil export and further pressuring crude oil price

Might not be the light at the end of tunnel for POSH who saved Maybulk's butt previously

Maybulk is indirectly involved in O&G industry and this explain why BDI raise in 2nd quarter result in further losses in Maybulk .

Looking at BDI only is way too simple for an investor

BDI already climbed by 2Q compare to 1Q
But Maybulk losses increased further .

Anything wrong with their existing structure ?

Hanjin and Maybulk in same business line ?

Luckily i sold at RM1.63

Hope it drop more for my collections