tahun ni tahun post pandemic kovid pertama, belilah syer skyt yg sentiasa untung setiap tahun je, panggilan beli oleh semua penganalisa bertauliah dan recession proof... macam LHI.... usah perjudikan wang kita ...
like LHI for i) being a fully integrated “pure play” poultry player, ii) dominant presence and position in ASEAN, iii) tailwind from favourable raw materials and iv) high quality associated branding with strong track records. We are also positive on LHI’s plan on expanding into new market i.e. Philippines, and optimising its value chain through further vertical integrations.
Asia markets rise ahead of China economic data release; U.S. inflation cools as expected Jihye Lee Lim Hui Jie This is CNBC’s live blog covering Asia-Pacific markets.
A firm that imports eggs cannot take legal action against Ayer Hitam MP Wee Ka Siong because Members of Parliament enjoy legal immunity when addressing the House, Dewan Rakyat Speaker Johari Abdul said. In his letter to Wee, Johari (above) said MPs enjoy legal immunity under Article 63 of the Federal Constitution when speaking in the House or to any of its committees...
they trade sideways ... 22 Feb 2023 — Out of the 30 plantation stocks on Bursa Malaysia selected by The Edge, nine have attractive dividend yields based on their share prices as ...
ResearchGate https://www.researchgate.net › 3300... Dividend Policy and payout practices in Malaysia: A qualitative analysis 1 Feb 2023 — A firm's dividend payout can give shareholders more confidence in the company's future earnings. According to Omar and Abdelghani (2019) ...
Dow ends over 300 points higher, snap 5-day losing streak as bank stocks rebound and inflation cools.
Last Updated: March 14, 2023 at 4:32 p.m. ET
U.S. stocks ended sharply higher in volatile trade on Tuesday, rebounding from their steep losses in the aftermath of the failure of Silicon Valley Bank, as investors digested February inflation data which matched estimates and suggested pressure on prices may be easing.
How stocks traded
The Dow Jones Industrial Average DJIA, +1.06% rose 336.26 points, or 1.1%, to end at 32,115.40.
The S&P 500 SPX, +1.65% gained 64.80 points, or 1.7%, to finish at 3,920.56.
The Nasdaq Composite COMP, +2.14% climbed 239.31 points, or 2.1%, ending at 11,428.15.
Stocks ended a choppy session mostly lower Monday as bank shares plunged. The Dow extended a losing streak to five sessions, falling around 91 points, or 0.3%, while the S&P 500 lost 0.2% and the Nasdaq Composite hung on to a 0.5% gain.
What drove markets
The three major stock indexes rallied in Tuesday morning trading, but gave up some gains in the afternoon after a statement from the U.S. European Command said a Russian fighter jet forced down a U.S. Air Force drone over international waters of the Black Sea. U.S stocks held on to gains scored in the final hour of trade and finished sharply higher with the Dow industrials snapping five-day losing streak.
Tuesday saw inflation data and financial stability concerns juxtaposed in the minds of investors. For now, the mix of data and market conditions could be clearing the way for a smaller interest rate hike from the Federal Reserve next week than traders were recently expecting.
February’s consumer-price index came in largely at expectations. The cost of living stood at 6% year over year, down from 6.4% a month earlier. Stripping out food and energy prices, the core CPI number was up 5.5% year over year, ticking down from the 5.6% print in January. The 6% headline number is the lowest since September 2021.
The inflation data came while the dust was settling in the banking sector. The failure of Silicon Valley Bank SIVB, -60.41% and Signature Bank SBNY, -22.87% days ago rattled the global financial sector.
Stocks of America’s regional banks, which have been under pressure, showed a bounce on Tuesday. The SPDR S&P Regional Banking ETF KRE, +2.09% advanced 2.1% and the Invesco KBW Regional Banking ETF KBWR, +2.00% jumped 2%. KRE remained down more than 28% in March, while KBWR was off 19.1%.
“Today’s rebound is being driven by the relief in that systemic issues seem to be subsiding,” said Matt Peron, director of research at Janus Henderson Investors. “On top of that, the CPI numbers were in line, perhaps slightly better as the shelter numbers we know are stale and the real time numbers are more benign.”
There’s still a way to go on inflation, but the market “is likely going to find some near-term support” on the cooling inflation number, he said. “That said, we remain cautious in the intermediate term as earnings expectations and valuations are still a bit too high,” Peron added.
“February inflation data probably doesn’t ease or complicate the Fed’s price stability versus financial stability dilemma. While not a great reading, with headline consumer prices rising broadly in line with expectations, the Fed can take a 50bps hike firmly off the table,” said Seema Shah, chief global strategist at Principal Asset Management.
The S&P 500 index remains within — though now towards the bottom — of the 3,800 to 4,200 range it has inhabited for four months or so, supported by hopes the banking angst will be ameliorated by a consequently less hawkish Federal Reserve.
But what does it all mean for the high-stakes guessing game where interest rates will go?
There might be some hope the February data — combined with the interest rate pressures on banks — could convince the Fed to stop rate hikes all together. Other market observers are split on the idea and say a 25 basis point increase could be the more likely result.
There’s a more than 71% chance of a quarter-point basis point increase to the federal-funds rate, according to CME Group’s FedWatch tool.
time for institutional investors to grab lhi again....pandemic is gone
kenangan sedikit :) eong Hup said at a briefing it was confident of pricing the IPO at the top end of an indicative price range of 1.09-1.10 ringgit per share based on demand received.
The offer of 937.5 million shares comprises 687.5 million existing shares and 250 million new shares, it said. The IPO shares represent about 26 percent of the firm’s enlarged capital, it said.
The IPO size includes the overallotment option, and Leong Hup said a majority of the proceeds from the new shares issued will go into capital expenditure to facilitate growth expected in its regional operations. The overallotment shares amount to another 15 percent of the offer shares.
The IPO has secured 10 cornerstone investors, including domestic pension fund Employees Provident Fund, insurer AIA Bhd and European commodities house Louis Dreyfus Company, the company said.
It is set to list on the Kuala Lumpur stock exchange on May 16.
Ami Moris, CEO of Maybank Kim Eng Group, which is the IPO’s principal adviser, said at the launch briefing that the IPO signalled institutional investor appetite in the market, and “is likely to be the first of potentially a number of large cap IPOs which are likely to come to market over the course of the next 12 months”.
Reuters reported earlier, citing sources, that the offer had been scaled down to match weak markets, and valuations at about 15 times future earnings were more palatable for investors.
Leong Hup is majority-owned by the founding Lau family and also backed by private equity firm Affinity Equity Partners, both of whom will remain shareholders post-listing.
It is one of the largest fully integrated producers of poultry, eggs and livestock feed in Southeast Asia, and also operates in Indonesia, Vietnam, Philippines and Singapore.
Credit Suisse is the IPO’s joint global coordinator and bookrunner, and RHB joint global coordinator, bookrunner and underwriter.
Other banks on the deal are AmInvestment, Hong Leong and Kenanga. ($1 = 4.1335 ringgit) (Reporting by Liz Lee; Editing by Muralikumar Anantharaman)
Our Standards: The Thomson Reuters Trust Principles.
Semua penganalisa bertauliah yg menyarankan. Bukan saya :)
Maybank pulak: Above expectations Our FY23E-FY24E earnings estimates are raised by 9%-10% and we introduce FY25E. Into FY23, we expect LHIB’s operating landscape to improve with Malaysia’s poultry price controls coming to an end in Jul 2023 and expectations for more stable livestock and feed demand in its other respective countries of operations. Our TP is raised to MYR1.00 based on an unchanged 15x FY23E PER. Maintain BUY.
Saya cuma ikut nasihat2 pakar kewangan berikut... Maybank pulak: Above expectations Our FY23E-FY24E earnings estimates are raised by 9%-10% and we introduce FY25E. Into FY23, we expect LHIB’s operating landscape to improve with Malaysia’s poultry price controls coming to an end in Jul 2023 and expectations for more stable livestock and feed demand in its other respective countries of operations. Our TP is raised to MYR1.00 based on an unchanged 15x FY23E PER. Maintain BUY.
USA U.S. stocks bounced back on Tuesday as largely on-target inflation data and easing jitters over contagion in the banking sector cooled expectations regarding the size of the rate hike at the Federal Reserve's policy meeting next week.
EUR European stock markets climbed on Tuesday as traders digested the aftershocks from Silicon Valley Bank’s collapse and reacted to U.S. inflation data.
ASIA Asia-Pacific markets were largely higher on Wednesday following a slightly cooler U.S. inflation report and as the fallout in the banking sector seemed to be contained.
*MALAYSIA Bursa Malaysia opened to a relief rebound on Wednesday following a bounce on Wall Street as traders bet the Federal Reserve will put the brakes on interest rate…
Free float ~11% je untuk small retailers jualbeli hahaha
Thirty (30) Largest Shareholders As at 31 March 2022 No. of No. Name of Shareholders Shares % 1. Emerging Glory Sdn Bhd 1,927,201,000 52.800 2. Maybank Securities Nominees (Asing) Sdn Bhd 312,368,400 8.558 Maybank Kim Eng Securities Pte Ltd for Clarinden Investments Pte Ltd 3. AmanahRaya Trustees Berhad 180,000,000 4.932 Amanah Saham Bumiputera 4. Citigroup Nominees (Tempatan) Sdn Bhd 116,990,000 3.205 Employees Provident Fund Board 5. Maybank Nominees (Tempatan) Sdn Bhd 96,809,132 2.652 Maybank Private Wealth Management For Lau Joo Han (PW-M00713) (420214) 6. Citigroup Nominees (Tempatan) Sdn Bhd 62,721,960 1.718 Exempt An for Bank of Singapore Limited (Local) 7. CN Lau Holdings Sdn Bhd 58,935,607 1.615 8. HSBC Nominees (Tempatan) Sdn Bhd 54,940,400 1.505 9. Louis Dreyfus Company Asia Pte Ltd 50,045,400 1.371 10. Permodalan Nasional Berhad 29,531,600 0.809 11. AmanahRaya Trustees Berhad 29,000,000 0.795 Amanah Saham Malaysia 2 - Wawasan 12. AmanahRaya Trustees Berhad 29,000,000 0.795 Amanah Saham Malaysia 13. HN Lau & Sons Sdn Bhd 28,633,207 0.784 14. Lau Joo Heng 24,583,822 0.674 15. Lau Jui Peng 24,583,822 0.674 16. CIMSEC Nominees (Tempatan) Sdn Bhd 20,133,207 0.552 CIMB for Lau Eng Guang (PB) 17. AmanahRaya Trustees Berhad 20,000,000 0.548 Amanah Saham Malaysia 3 18. Maybank Nominees (Tempatan) Sdn Bhd 17,532,000 0.480 Pledged Securities Account for Lau Eng Guang 19. HSBC Nominees (Asing) Sdn Bhd 16,617,600 0.455 JPMCB NA for Vanguard Emerging Markets Stock Index Fund 20. Citigroup Nominees (Tempatan) Sdn Bhd 15,564,900 0.426 Kumpulan Wang Persaraan (Diperbadankan) (AHAM Equity Fund) 21. Hong Leong Capital Berhad 15,380,000 0.421 22. Kenanga Nominees (Tempatan) Sdn Bhd 12,500,000 0.342 Pledged Securities Account for Lau Eng Guang 23. HSBC Nominees (Asing) Sdn Bhd 12,352,000 0.338 JPMCB NA for Vanguard Total International Stock Index Fund 24. CGS-CIMB Nominees (Tempatan) Sdn Bhd 11,235,100 0.308 Pledged Securities Account for Teh Beng Khim (MY3941) 25. Guoline (Singapore) Pte Ltd 10,000,000 0.274 26. Citigroup Nominees (Tempatan) Sdn Bhd 8,154,419 0.223 Employees Provident Fund Board (PHEIM) 27. Maybank Nominees (Tempatan) Sdn Bhd 8,000,000 0.219 Pledged Securities Account for Lau Joo Kien Brian 28. Permodalan Nasional Berhad 8,000,000 0.219 Bumiputera Wealth Fund 29. AmanahRaya Trustees Berhad 7,576,400 0.208 Amanah Saham Nasional 30. Cartaban Nominees (Asing) Sdn Bhd 7,000,000 0.192 Exempt An for LGT Bank AG (Foreign) Total 3,215,389,976 88.092
Tahun ni, fokus kpd industri makanan terutamanya poultry, sumber protein termurah... industri keperluan dan bukan industri kehendak/mewah , fokus tahun ni
6633C5 LHI-C5 LHI-C5: CW LEONG HUP INTERNATIONAL BERHA Listing Information & Profile for Structured Warrants Instrument Category : Structured Warrants Instrument Type : CALL WARRANTS Description : European Style Non-Collateralised Cash-Settled Underlying Stock : LEONG HUP INTERNATIONAL BERHAD Issuer : AMBANK (M) BERHAD Stock Code : 6633C5 Stock Short Name : LHI-C5 ISIN Code : MYL6633C5X44 Board : Structured Warrants Sector : CONSUMER PRODUCTS & SERVICES Initial Listing Information : Listing Date : 14/07/2022 Term Sheet Date : 13/07/2022 Issue Date : 13/07/2022 Issue / Ask Price : Malaysian Ringgit (MYR) 0.1500 Issue Size in Unit : 80,000,000.0000 Maturity Date : 05/04/2023 Name of Guarantor: Name of Trustee: Coupon/Profit/Interest/Payment Rate: Coupon/Profit/Interest/Payment Frequency: Redemption: Exercise/ Strike/ Conversion Price : Malaysian Ringgit (MYR) 0.5500 Revised Exercise/ Strike/ Conversion Price : 0.0000 Exercise/ Conversion Ratio : 1:1 Revised Exercise/ Conversion Ratio : Settlement Type/ Convertible into : Cash Name and contact details of the market maker (if applicable) : AmBank (M) Berhad 22nd Floor Bangunan AmBank Group No. 55, Jalan Raja Chulan 50200 Kuala Lumpur Malaysia 03-2059 8698 Circumstances under which the market maker may not be able to provide quotes (if applicable) : Please refer to Section 5.2 of the Base Prospectus dated 24 August 2021. Remarks : You are advised to read the entire contents of the announcement or attachment. To read the entire contents of the announcement or attachment, please access the Bursa website at http://www.bursamalaysia.com
very likely, those holding the 80mil warrants expiring next month would make a major purchase from the open market so that the share price of lhi would exceed 55sen to be in the money for the warrantholders...
more fun from now till the expiry date of the 80mil warrants of LHI......excercise price was 55sen
dulu, sesiapa yg mau warrant exercise price 55sen, kena bayar 15sen per warrant.. 80mil warrants=RM12mil...
Warrantholders barangkali akan sapu syer LHI dari pasaran terbuka sehingga melebihi harga exercise untuk mengurangkan kerugian mereka.... let see sampai april .... makin menarik
6633C5 LHI-C5 LHI-C5: CW LEONG HUP INTERNATIONAL BERHAD Listing Information & Profile for Structured Warrants Instrument Category : Structured Warrants Instrument Type : CALL WARRANTS Description : European Style Non-Collateralised Cash-Settled Underlying Stock : LEONG HUP INTERNATIONAL BERHAD Issuer : AMBANK (M) BERHAD Stock Code : 6633C5 Stock Short Name : LHI-C5 ISIN Code : MYL6633C5X44 Board : Structured Warrants Sector : CONSUMER PRODUCTS & SERVICES Initial Listing Information : Listing Date : 14/07/2022 Term Sheet Date : 13/07/2022 Issue Date : 13/07/2022 Issue / Ask Price : Malaysian Ringgit (MYR) 0.1500 Issue Size in Unit : 80,000,000.0000 Maturity Date : 05/04/2023 Name of Guarantor: Name of Trustee: Coupon/Profit/Interest/Payment Rate: Coupon/Profit/Interest/Payment Frequency: Redemption: Exercise/ Strike/ Conversion Price : Malaysian Ringgit (MYR) 0.5500 Revised Exercise/ Strike/ Conversion Price : 0.0000 Exercise/ Conversion Ratio : 1:1 Revised Exercise/ Conversion Ratio : Settlement Type/ Convertible into : Cash Name and contact details of the market maker (if applicable) : AmBank (M) Berhad 22nd Floor Bangunan AmBank Group No. 55, Jalan Raja Chulan 50200 Kuala Lumpur Malaysia 03-2059 8698 Circumstances under which the market maker may not be able to provide quotes (if applicable) : Please refer to Section 5.2 of the Base Prospectus dated 24 August 2021. Remarks : You are advised to read the entire contents of the announcement or attachment. To read the entire contents of the announcement or attachment, please access the Bursa website at http://www.bursamalaysia.com
i rasa, warrantholders bagi 80juta warrants tu yg dah belanjakan RM12juta (15sen per warrant, harga terbitan) akan membuat sesuatu sebelum expiry date bulan depan... 55sen bukannya jauh dari harga semasa lagipun harga sasaran LHI adalah RM1 menurut Maybank walaupun harga IPO RM1.10 (2019 setahun sebelum pandemik kovid 19)
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Good123
26,596 posts
Posted by Good123 > 2023-03-14 16:13 | Report Abuse
tahun ni tahun post pandemic kovid pertama, belilah syer skyt yg sentiasa untung setiap tahun je, panggilan beli oleh semua penganalisa bertauliah dan recession proof... macam LHI.... usah perjudikan wang kita ...