Posted by meisarel > 2024-02-20 19:29 | Report Abuse

Indeed. Expected Q4 result announcement tomorrow

Posted by Sargon15 > 2024-02-22 18:58 | Report Abuse

Nice QR from MSM. bravo!

Posted by James_Bond > 2024-02-22 20:31 | Report Abuse

Great QR! Congrats comrades! We laughing to the bank! Haha!

Posted by James_Bond > 2024-02-22 20:32 | Report Abuse

Just wonder where r those jokers who looked down and bad mouth on my MSM stock picks? Haha… by now you should know that I m 99% right!

Posted by meisarel > 2024-02-22 21:49 | Report Abuse

Great result!!

The 2 month incentive totalling 48 million. This is equivalent to RM 1 incentive to each kg produced for domestic retail sugar sold at RM2.85/kg.

Effectively, with gov incentive MSM ‘sold’ sugar at 2.85 + 1 = RM3.85 per kg in Nov and Dec for 24,000 tonnes as per their commitment volume.

Which means, if it is not because of unsustainable illogical low sugar price set by government, MSM can make significant profit.

If government approve the price hike at 3.85 as requested by MSM, we can expect MSM to record roughly about 70 million per quarter @ EPS of 10 sen per share. At RM 3.85 it is still one of the cheapest price in the region, maybe after Thailand which is a sugar producing nation. Doesnt make sense at all that the price is cheaper than Thailand like it is today.

Posted by csan > 2024-02-22 23:49 | Report Abuse

there are one off gains of RM31 million. not sure why people are celebrating

Posted by rlch > 2024-02-26 12:10 | Report Abuse

Sugar price allow increase?

Posted by meisarel > 2024-02-26 12:24 | Report Abuse

Indonesia price RM 5.40++ Malaysia price 2.85? Where is the logic

Even Thailand, a sugar producing nation set at 3.50++

No logic at all price in Malaysia. Not sustainable!!

Posted by meisarel > 2024-02-26 12:26 | Report Abuse

If gov still want to set at illogical price at 2.85, can. Let gomen give subsidy. Dont force Felda to subsidise that illogical low price.

Posted by James_Bond > 2024-02-26 15:54 | Report Abuse

Go go go MSM! Haha!

Posted by donnybelowski > 2024-02-26 22:58 | Report Abuse

Govt subsidy biz. Durian runtuh dari govt. Beli.

Posted by turbochart > 2024-02-27 09:12 | Report Abuse

Q to sell @ twoninenine. Kikiki

Posted by meisarel > 2024-02-27 12:22 | Report Abuse

https://www.nst.com.my/amp/news/nation/2024/02/1017990/sugar-subsidy-regressive-says-wee-ka-siong

If indeed Gov decided to continue incentivise MSM at RM 1 per kg, eps at 10 sen per quarter is to be expected.

Annualized, that will be 40 sen per year.

At PE of 10, it will be a RM 4.00 counter. Multibagger in the making!!

Posted by meisarel > 2024-02-27 16:48 | Report Abuse

Continue charging higher. Judging by the surging price action, the news on new sugar mechanism could be just around the corner

Posted by calvintaneng > 2024-02-28 01:50 | Report Abuse

MSM Price Rise is Great for FGV

THE SECRETS OF IDENTIFYING VALUE : REMESUREMENT VALUATION IN FGV OR FELDA GLOBAL VENTURE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-02-28-story-h-187500422-THE_SECRETS_OF_IDENTIFYING_VALUE_REMESUREMENT_VALUATION_Calvin_Tan

Posted by turbochart > 2024-02-28 09:48 | Report Abuse

Wao!!!299!!

Posted by Besafe > 2024-02-28 10:24 | Report Abuse

If the operator good, dont let the price to drop. Make sure those sold earlier cannot buy back at cheaper price.

Posted by omega008 > 2024-02-29 11:28 | Report Abuse

Hi, any particular reason why MSM is tanking hard ?

Posted by nightfly > 2024-02-29 11:39 | Report Abuse

Taking profit .. Amanah ytd dump over 2 million shares ytd . So high price someone will clear position. Will jump in around 2.4 where suppport

Posted by omega008 > 2024-02-29 11:46 | Report Abuse

thanks !

Posted by Besafe > 2024-03-01 15:17 | Report Abuse

Looks like only amanah menang besar. They know when to dispose.

Posted by ISEOX1R > 2024-03-04 01:04 | Report Abuse

Let them dispose. Once the road is clear, we shall see share price all the way up to rm3

Posted by Besafe > 2024-03-06 15:23 | Report Abuse

Terima kasih amanahraya.

Posted by KylieTan > 2024-03-08 10:09 | Report Abuse

So follow Amanahraya dispose? 😁

Posted by Why_ > 2024-03-08 11:02 | Report Abuse

Amanah disposed MSM not going down? Instead up like today. Who is buying? Sure not i3 members correct?

Posted by ISEOX1R > 2024-03-08 11:49 | Report Abuse

It's too bad that they dont press it down much lower, otherwise I can collect cheap tickets. Disappointed

Posted by omega008 > 2024-03-08 16:45 | Report Abuse

looks like this coming run it would go to 2.9 - 3.0

Posted by thundery > 2024-03-11 10:04 | Report Abuse

Amanah sell just little. Thats only for some portfolio adjustment

Posted by 5354_ > 2024-03-11 10:13 | Report Abuse

Who buy Amanah share?

Posted by Luisa7 > 2024-03-12 09:31 | Report Abuse

So it's on the way to RM3 despite Amanah disposing of it?

Posted by omega008 > 2024-03-12 09:51 | Report Abuse

maybe they bought back in after portfolio adjustment haha

Posted by Rocket888 > 2024-03-15 09:14 | Report Abuse

GO GO GO MSM

Posted by meisarel > 2024-03-15 11:39 | Report Abuse

Price divergence. Maybe correction first

Posted by turbochart > 2024-03-18 14:15 | Report Abuse

Wow!!!!299 is not a dream!!

Posted by Sargon15 > 2024-03-18 15:03 | Report Abuse

Break & close RM3 then can fly

Posted by Rocket888 > 2024-03-19 20:20 | Report Abuse

KUALA LUMPUR (March 17): The government will announce several new approaches next week that would benefit Federal Land Development Authority (Felda) settlers, said Deputy Prime Minister Datuk Seri Dr Ahmad Zahid Hamidi.

He is also determined to implement immediate changes to Felda, especially regarding the net income of Felda settlers, so that they could get out of the hardcore poverty group.

“There are several approaches that I will announce from time to time... the latest is next week,” he told Bernama in a special interview, in conjunction with the Bumiputera Economic Congress 2024 recently.

Regarding Felda's declining performance, as reported in the Auditor General's Report (LKAN) 2022, Ahmad Zahid, who is also the Rural and Regional Development Minister, said that the responsibility of restoring the federal agency will be seen in the aspect of settlers and companies under Felda.

“LKAN reports that Felda's financial position has deteriorated greatly; this audit report is for the 2022 financial year, which means that it is not under the current government. It is not a blame game and I don’t want to blame the other party.

“The responsibility to restore Felda is not seen in terms of Felda's production, (but) the focus must be on the settlers. Secondly, we should look at companies under Felda, such as FGV Holdings (Bhd) and MSM Malaysia Holdings Bhd,” he said.

Posted by KylieTan > 2024-03-20 09:15 | Report Abuse

MSM moves up regardless 🙂https://www.nst.com.my/business/economy/2024/03/1026784/sugar-producers-sticky-situation

Posted by turbochart > 2024-03-20 11:25 | Report Abuse

2.9x Sold. Take win first😁

Posted by Rocket888 > 2024-03-20 15:08 | Report Abuse

https://www.orientaldaily.com.my/news/nation/2024/03/20/638938

Posted by Luisa7 > 2024-03-20 15:57 | Report Abuse

Powerful movement 😮 Can reach RM3 by this week?

Posted by 5354_ > 2024-03-21 10:41 | Report Abuse

RM 3.04 done. Who follow Amanah selling a loser haha.

Posted by 5354_ > 2024-03-21 10:45 | Report Abuse

IPO RM 3.38 can reach back?

Posted by Rocket888 > 2024-03-21 14:46 | Report Abuse

WOW MSM 3.13

Posted by paktua73 > 2024-03-21 15:12 |

Post removed.Why?

Posted by Luisa7 > 2024-03-22 10:20 | Report Abuse

Powerful, very very powerful. Luckily I m still holding it 😋

Posted by utusminum > 2024-03-22 15:23 | Report Abuse

all the IB start promote the shares to high target price, while slowly throw to all of you

Posted by Rocket888 > 2024-03-22 16:23 | Report Abuse

have u sold your msm?

Posted by JackTan1217 > 2024-03-23 13:06 | Report Abuse

Commodities price is heading up, yet MSM selling price is cap

So results will be hit by raw materials cost crazily

Soon everyone will realize that and share price will limit down

Posted by James_Bond > 2024-03-25 16:08 | Report Abuse

Be informed that I m slowly taking profits on msm… haha… more than 100+% profit… thank you very much!

Posted by Rocket888 > 2024-03-25 16:52 | Report Abuse

3.26 🤔

Sudah jual now talk rubbish 😂