Posted by 5354_ > 2023-11-23 09:42 | Report Abuse

Chicken subsidy no more in November please transfer to sugar subsidy if PM-X want to remain in power for 5 years.

Posted by 5354_ > 2023-11-23 10:39 | Report Abuse

MSM up but why FGV >50% MSM no follow?

Posted by James_Bond > 2023-11-23 12:23 | Report Abuse

I m right again! Loving you MSM! Haha!

Posted by ivanlau > 2023-11-23 13:37 | Report Abuse

QR Boom, boom , boom.............. a lot of leeks will fall into deep shit .........

Posted by 5354_ > 2023-11-23 13:51 | Report Abuse

QR bigger loss why go up? Who goreng?

Posted by Justaboylearning > 2023-11-23 14:05 | Report Abuse

Already said quarterly bigger lost already, better sell all to prevent any issues

Posted by 5354_ > 2023-11-23 14:35 | Report Abuse

Still up after QR meaning govn rescue is real?

Posted by 5354_ > 2023-11-23 14:50 | Report Abuse

MSM urges govt intervention in sugar prices as 3Q loss narrows y-o-y, but widens q-o-q
https://theedgemalaysia.com/node/691064

Posted by StockSniffer > 2023-11-23 15:19 | Report Abuse

MSM will no longer running at lost after govt's rescue

Posted by Luisa7 > 2023-11-23 16:22 | Report Abuse

still move up even though making lost in q3 ...

Posted by Jamestalk56 > 2023-11-23 16:36 | Report Abuse

king of sugar is back

Posted by 5354_ > 2023-11-24 14:42 | Report Abuse

Still no news or your source is fake 1?

Posted by 128Huat > 1 day ago | Report Abuse

Incentive of RM1 per kg to MSM. Limit up tomorrow!!!!

Posted by dollardollarbill > 2023-11-24 15:46 | Report Abuse

In my personal view, I believe MSM's share price hasn't fully factored in a recent and vital information that it's receiving sugar subsidies/incentives of RM1 per kg. This incentive totals RM24 million monthly, and if sustained, it would reach RM288 million annually.

See page 22 of its recent 3QFY23 presentation slides attached.

Direct link to presentation: https://www.insage.com.my/Upload/Docs/MSM/3Q_FY2023%20Quarterly%20Results%20Briefing_1.pdf#view=Full

Source: https://www.msmsugar.com/investor-relations/investor-relations

FELDA Chairman Datuk Seri Ahmad Shabery Cheek also recently shared this information on his TikTok account, and it was reposted by MSM (@gulaprai):

https://www.tiktok.com/@shaberyc/video/7303886296777264392?is_from_webapp=1&sender_device=pc&web_id=7285675402361439751

Posted by blackrock88 > 2023-11-24 16:23 | Report Abuse

The monthly subsidy will end up RM288m/year and if we assume RM120m net losses/year with subsidy, the net losses will turn into profit of RM168m! Let's say we give 10x PE, the market cap should worth RM1.68bn or RM2.4/share at least! This is exactly how the scenario looks like when gov was giving subsidy for chicken and egg farmers previously and sparked the rally in poultry stocks such as TeoSeng, LeongHup, LayHong etc

Posted by dollardollarbill > 2023-11-24 16:38 | Report Abuse

Sailang

Posted by Justaboylearning > 2023-11-24 16:42 | Report Abuse

2 months only, january not confirmed

Posted by blackrock88 > 2023-11-25 00:08 | Report Abuse

there is always months of delay for gov to finalise the price hike mechanism and hence the subsidy will persist. The price hike will also result the same profitability as subsidy for MSM, that's the gov direction now

Posted by Justaboylearning > 2023-11-26 12:05 | Report Abuse

Still believe that market already factored in the subsidy .

It went up despite bad qr report . Now most likely downtrend

Posted by StockSniffer > 2023-11-27 09:31 | Report Abuse

read the market and real scenarios carefully

Posted by Luisa7 > 2023-11-27 11:19 | Report Abuse

really a good sentiment for MSM after government increase the subsidy to RM1 per kg on sugar

Posted by moven00 > 2023-11-27 12:19 | Report Abuse

Wish Good luck to everyone who continue to ride the wave.

Posted by Sargon15 > 2023-11-27 14:05 | Report Abuse

2 months of subsidy already can flip next QR from loss to profit i think, after that what happen, continue subsidy or price hike?

Posted by 5354_ > 2023-11-28 13:29 | Report Abuse

RM 1 govn sugar subsidy per kg why still no news? Wait Kemaman PRK over? If lose how?

Posted by 5354_ > 2023-11-28 13:32 | Report Abuse

MIDF TP RM 1.70.
https://klse.i3investor.com/web/blog/detail/ceomorningbrief/2023-11-28-story-h-214127626-MIDF_Raises_Target_Price_on_MSM_as_Outlook_8216_starts_Stabilising_8217

Posted by JamesTalk > 2023-11-29 17:33 | Report Abuse

MIDF has revised its revenue estimates for MSM higher by 25% for FY2023, 39% for FY2024, and 60% for FY2025, based on the new ASP and sales volume assumptions.

Posted by Luisa7 > 2023-11-29 19:22 | Report Abuse

High possiblity for MSM to turn profits for FY2024

Posted by dollardollarbill > 2023-11-30 10:01 | Report Abuse

MSM Malaysia Holdings Bhd - It will be a lot ‘Sweeter’ from Now (TP RM3.04)

https://klse.i3investor.com/web/blog/detail/dollardollarbill/2023-11-30-story-h-213414720-MSM_Malaysia_Holdings_Bhd_It_will_be_a_lot_Sweeter_from_Now

Posted by abeBursa > 2023-11-30 23:18 | Report Abuse

Buy and keep patiently..

Posted by trustmenojoke > 2023-12-01 09:36 | Report Abuse

sweeter from now

Posted by KylieTan > 2023-12-04 14:56 | Report Abuse

extremely sweet for MSM if it can hit rm3.40 😄

Posted by James_Bond > 2023-12-07 10:06 | Report Abuse

Congrats my comrades for buying MSM at dirty cheap low below 1.30! Cheers! Haha!

Posted by Luisa7 > 2023-12-08 12:24 | Report Abuse

breaking 1.50 alrdy and it's on the way to 52w high

Posted by James_Bond > 2023-12-08 15:04 | Report Abuse

Congrats my comrades for following me to buy and hold MsM! We r laughing to the bank! Merry Christmas! Cheers!

Posted by James_Bond > 2023-12-08 15:25 | Report Abuse

Go go go msm! Haha!

Posted by KylieTan > 2023-12-12 10:04 | Report Abuse

MSM anticipates a more prosperous financial year in 2024

https://www.thestar.com.my/business/business-news/2023/12/06/msm-anticipates-a-more-prosperous-financial-year-in-2024

Posted by James_Bond > 2023-12-13 15:32 | Report Abuse

Congrats my comrades! We r laughing to the bank! Merry Christmas! Cheers!

Posted by JackTan1217 > 2023-12-15 05:59 | Report Abuse

Heard CFO involved in Fraud

Better be careful... Might limit down at any time once company make announcement

Sure limit down

Posted by Leward88 > 2023-12-15 09:15 | Report Abuse

"New FTSE4Good Bursa Malaysia Index is out, constituent as below:"

1. Kinergy Advancement
2. Gamuda
3. Kawan Food
4. Datasonic Group
5. MSM Malaysia Holdings
6. OCK Group
7. TDM
8. Advanced Synergy
9. Avaland
10. Kossan Rubber
11. Classic Scenic

https://klse.i3investor.com/web/blog/detail/ESGisaNewTrend/2023-12-14-story-h-212402633-FTSE4GOOD_BURSA_MALAYSIA_DECEMBER_2023_SEMI_ANNUAL_REVIEW

Posted by troy88 > 2023-12-15 09:54 | Report Abuse

Congrats. Thanks for the profits MSM

Posted by KylieTan > 2023-12-15 13:59 | Report Abuse

hmm, MSM gets to join the FTSE4Good list 😶

Posted by Luisa7 > 2023-12-18 14:04 | Report Abuse

otw to break 1.70 🔥 Strong momentum

Posted by trustmenojoke > 2023-12-18 14:39 | Report Abuse

break 170 go go msm. on fire.

Posted by James_Bond > 2023-12-18 15:37 | Report Abuse

Go go go MSM, I m loving you! Haha!

Posted by James_Bond > 2023-12-19 16:26 | Report Abuse

Be informed that I wil be taking profit slowly… Merry Christmas and happy new year 2024, my comrades! Cheers!

Posted by MiaChin > 2023-12-20 10:09 | Report Abuse

Msm toward greatness

Posted by Arvin6 > 2023-12-21 19:46 | Report Abuse

Lost momentum, maybe long holiday. Better close position. Good luck all msm holder. Merry Christmas and happy new year.. Maybe will drop more..

Posted by Luisa7 > 2023-12-22 10:31 | Report Abuse

Disagreed. People will consume more sugar during festive season

Posted by Arvin6 > 2023-12-22 12:23 | Report Abuse

Luisa just my opinion, consume & trade market totally is diffrence. Another worries is about the subsidy from gov.. Seem like there was no update about the subsidy for next year which mean another week from now. Is it possible gov not subsidy anymore?

Posted by KylieTan > 2023-12-22 13:28 | Report Abuse

Anything is possible, but don't think they will halt to provide the subsidy to sugar industry as their people consume the most sugar

Posted by FlowMaster > 2023-12-26 15:32 | Report Abuse

government definitely will do something, but maybe takes time, coz our sugar price still the lowest among region, and many sugar refiner will close down soon if the selling price still remain so low