Bursa is still staging technology mania. Market cap of JFtech alone has exceeded Petronm.

EMS sector no moats one ah? Customers can simply switching suppliers. It's really scary man.

Salute to those practice kongfu to catch falling knives.

Why the price chart like this one? Up or down trend?

EPF fund management team is being too smart for lending tickets to sharks to short the shares of glove sector resulting share price plunging even until EPF even has to reduce their stakes.

A glance at overseas OSAT players ie Amkor, Chipmos & Powertech tw. All is traded PER max 10x...why so cheap one!

People has different views in interpretation of QR good or so so. Share price dropped about 20% from the peak 25. It looks like harvesters have been deployed....

Impressive QR is here la.

Impressive QR. Nobody goring yet.

EPF is being rather aggressive in holding 18.5% of Gtronic. No shark dare to goreng other than EPF itself.

Crops are turning into yellowish. Good time for harvesting.

Bursa Technology index signed bullish is merely manipulated by few big caps ie Inari, MPI, Greatec, Vitrox. Share price trend is our best friend. Being a harvester or crop is the choice.

This is the biggest jumbo crops in Bursa...

Bumper crops are ready for harvesting?

Who is the harvester for the bumper crops of technology is the future future dream...

As usual share price trend is our best friend.What technology is future la...mostly nonsense.

Share price keeps dropping. Technology is the sunset?

IBs are harvesting wheat before winter?

Harvesting session now. Technology is the future dream is evaporated.

Low entry investors are harvesting 'technology is the future'.

Labor issue has been happening in the EMS industry and yet PIE is able t maintain turnover. People are worrying Ataims losing contract from Dyson.

Technology is the future is correct but don't restrict our view horizon in Bursa and don't get fool by licensed analyst dishing out sky high PER valuation.

Where got goreng until sky high PER like what had happened in Bursa. Look at our neighbor Tech companies in Singapore ie Frenchken, Grand Venture, Micro-Mech & UMS.

Bursa tech bubble burst la. Where got so high PER one in comparison with the world players.

ATAIms's peers, SKPres & VS has broken MA 200 support. Operators are exiting EMS sector?

Broken MA 200 support.

Broken MA 200 support.

It is a normal for operators to get rid of their tickets in 3rd and 2nd liners first. Therefore, big cap remains stable ie Inari, MPI,Vitrox..

Bungee jumping is getting popular in Bursa. Go for extreme game.

Bad mouth from IBs la. IBs are interested in promoting Technology counters only.

No benchmarking is done in EMS sector against overseas peers. Anyhow pickup PER figure to work out FV.

Bursa IBs very smart one...simply picking up PER number from the sky. They come out very bullish technology counters research report without any benchmarking against the same sector in overseas market .

Investment in Bursa for long term has become a laughing stock in Bursa. Technology is the future is another gimmick to attract newbies. If you are really serious in technology counters, migrate to US semiconductor companies.

ESG is not a new problem in EMS. Market is aware of this issue since 6 months ago.

Retailers play with fund managers and sharks. Technology is the future... Whatever la...people would go to hide when fear is arrived. let them carry your bag in the end and enjoy the rewards.

Non stop promotions from the licensed analyst. Share price tumbled 20% in a single day is a wake-up bell in technology counters.

Ataims is a wake-up call to other technology companies. Their profit could be evaporated in huge portion for a single day when the company has reported an ugly QR. It looks fragile..

Maggi. 95 cents? Are you betting for the world economy collapse in the near future?

Hardly see one bad quarter able to crash a technology counter. I thought investors in technology don't look at short term like quarterly profit.

Finish washing?

洗刷刷!洗刷刷!洗刷刷!
https://youtu.be/UW047XUVeKI

Moving up at slower pace so that it won't attract too many short term traders.

You are right. The incremental levy of 1.5% is merely 5,325,000.

Posted by Johnzhang > Nov 8, 2021 12:18 PM | Report Abuse

I see your point . The FFB production figures of 350,000 mt initially assumed was wrong .
Based on FY 2020 FFB production of 710,000 mt and average CPO price of $4,500 , the revised calculations are :
Full year Windfall tax at existing rate : 1.5% x 710,000x (4,500-3,000) = $15,975,000
Full yearn Windfall tax at new rate : 3% x 710,000 x (4,500 - 3500) =$21,300,000
The difference is $5,325,000 .

Can you share your calculations how you arrived at $10.65 mil?

Additional 1.5% levy in FFB to Sarawak planters are ,in fact, won't have any impact to its bottom line. If the CPO prices stay at 4500/mt in 2022, TAAn generate huge cash inflow to pay off its debt. The interests costs savings will be more than the 1.5% levy.

Nothing new from the IBs. If a company sell all forward CPO from Jan 22 contract to Jun 22, the average CPO price for the 1st half also hit 4400 m/t la.

IBs allows the investors to play Technology and Transportation theme only. These 2 indices trending upward all the way. They are not happy if we play big sector like plantation and glove. Steel sector is up to us since the scale is too small. They are afraid of money exiting Technology sector.

https://www.theedgemarkets.com/article/sarawak-state-assembly-dissolved-effective-nov-3-says-abang-johari

Gap up today to cover gap down last Friday....beres!

Mchea. Canone's Trading arm is located in Singapore. The entire purpose is to centralise the export sales from its Malaysia's operations to overseas customers The Trading arm earns the differences between higher selling prices to customers and intercompanies purchases.

Maggi. Yup. It would move up at least at slower pace. No hurry to me.

Posted by maggigoreng > Nov 2, 2021 4:15 PM | Report Abuse

treasurehunt, both in tact, fa and ta, so just leave it, tp still far, come back when it's pass 2, PE so low still