| | influenza19 influenza19 | Summary Total comments | 151 | | Past 30 days | 25 | | Past 7 days | 0 | | Today | 0 | User Comments  | Stock: [ARBB]: ATURMAJU RESOURCES BHD Jan 20, 2021 6:28 PM | Report Abuse Yeah only if break 0.315 can consider break trend. Now if want to add should be around 0.250. The fundamental is good, do not know why like some one want to press this counter. Today volume are low but the price fall quicker. I dont think the directors.. cause there will be announcement if they sold their share. Beside, It to risky for the directors to dispose their share as the over all share issue are small and the share price too can be assume cheap. Good company (profit and net cash) like this will be vurnerable to any takeover if the director keep dispose their share. They might not know whether someone silently collecting mother share and ICPS. It already 2 years this counter turn to be technology counter but still stockhunter list this counter as industrial products services. Anyway i always discuss about fundamental, so it might take longer for the values too be appreciated. Traders should look at TA. | |  | Stock: [ARBB]: ATURMAJU RESOURCES BHD Jan 19, 2021 7:31 AM | Report Abuse Yeah swimwithsharkss, lack of coverage Even ARB profile at bursamarketplace not update. While we read past 6 month of billions foreign investment outflow from malaysia but we never heard ARB foreign investor (Caravan Capital Management - US investment firm) ceasing their holding. https://www.caravancapitalmanagementllc.com Other technology stock already rallied ARBB still laggard Yesterday MCO2.0 stimulus package should provide further boost for ARBB smartphone and tablet distribution business. "special tax relief of up to RM2,500 on the purchase of mobile phones, computers and tablets, which expired on Dec 31, 2020, will be extended until the end of 2021." | |  | Stock: [ARBB]: ATURMAJU RESOURCES BHD Jan 18, 2021 5:27 PM | Report Abuse RENOUNCEABLE RIGHTS ISSUE OF UP TO 1,008,150,000 IRREDEEMABLE CONVERTIBLE PREFERENCE SHARES ("ICPS") ON THE BASIS OF 15 ICPS FOR EVERY 1 EXISTING ORDINARY SHARE IN ATURMAJU RESOURCES BERHAD ("ARB SHARE" OR "SHARE") HELD BY THE ENTITLED SHAREHOLDERS AS AT 5.00 P.M. ON WEDNESDAY, 19 DECEMBER 2018 AT AN ISSUE PRICE OF RM0.01 PER ICPS Exercise/Strike/Conversion Price Malaysian Ringgit (MYR) 0.2000 Exercise/Conversion Ratio 20 ARBB share issue at the time ICPS = 67,200,000 Shares if all ICPS convert into mother share by paying exercise price = 1,008,150,000 Shares Total share = 1,075,350,000 = 1.075 Billion Current EPS =1.90 with share issue 457 Million. with total share issue 1,075,350,000 EPS = 0.8 'If The Earning Sustain', still better than other technology stock i mention earlier. The RM0.20 is only valid if u buy the ICPS when it being issue at RM0.01 per ICPS. Now ICPS already RM0.075 if + Exercise price RM0.20 = RM0.275 same as mother share. The only question in every investors mind now are the earning sustainable?? https://www.nst.com.my/business/2020/12/648683/arb-aims-lead-iot-segment ERP + Smartphone and tab distributor (What brand?? and during MCO where we do online class) + solar developer (CMSB) = can the earning grow?? | |  | Stock: [ISTONE]: I-STONE GROUP BERHAD Jan 17, 2021 9:49 PM | Report Abuse If have new blockbuster project or earning significant ly improve then can aim high. Now standstill like stone laa... | |  | Stock: [ARBB]: ATURMAJU RESOURCES BHD Jan 15, 2021 9:26 PM | Report Abuse If government really serious to transform business in Malaysia especially SMEs into digitalization and automation. ERP will be an important aspect to be implement. As ERP integrated all management process into single system. (finance, HR, manufacturing, supply chain, services, procurement, and others). Gov need to provide incentives for company in malaysia to implement this. But i think like this counter share price (undervalue) many of us still did not understand the value and potential of ERP. Still ... a lot of market analysts are optimistic with ERP market growth in southeast asia. https://www.google.com/amp/s/www.dqindia.com/cloud-erp-small-medium-businesses-embrace/amp/ https://www.theedgemarkets.com/article/erp-helping-gear-industry-40 (This old article did not try promote other ERP provider but to show the benefits of ERP to business) About the ICPS if i am not wrong if all the ICPS are convert it will add 376Million new shares. Current EPS =1.90 with share issue 457 Million. Added all converted ICPS, EPS will be around 1.0 Compare with other technology peers Elsoft EPS = 0.4 share price 0.9 Krono EPS = 0.95 share price 0.7 Jcy EPS = 0.6 share price 0.5 Opensys EPS 0.7 share price 0.5 Ygl EPS = -0.07 share price 0.15 (EPS of latest quarter) Anyway the ICPS have been convert since 2019 but still the share price able to touch 0.5. Further more ARB already expanding the business to other southeast asia country such as cambodia, which is showing good future prospect of their business. What investor want to see whether this company earnings are sustainable and can grow. If the earning can sustain or grow by another 2 quarter i think we have found greatech of erp/iot. Sorry if anybody disagree, this is my humble opinion with my limited knowledge. | |  | Stock: [ISTONE]: I-STONE GROUP BERHAD Jan 14, 2021 8:48 PM | Report Abuse No more STONE, now AIM higher to the sky ... Haha | |  | Stock: [MAG]: MAG HOLDINGS BERHAD Jan 14, 2021 10:02 AM | Report Abuse Redeemable convertible normally issue to the other party instead of cash to pay for debt, buy land, buy factory and such. As and example company buy land price rm 100 They issue 100 rc to land owner at rm 1 per rc The land owner can keep it or convert to mother share. If the currrent mother share price rm1.50 then the land owner make profit rm50. When the land owner convert RC to mother share, issue share will increase and dilute shareholder earning (EPS become lower) Example company share 1000 unit, when land owner convert all RC. The company share = 1100 unit If company earning did not improve EPS will become lower. But if the earning growth, its no issue. In case of MAG RC, the convertible price are rm0.20. and the current mother price also rm0.20. This mean that the RC owner believe that to own mother share is better and see upside to the mother share price. The company earning will growth as they use the rc to invest in prawn farm. | |  | Stock: [PARAMON]: PARAMOUNT CORP BHD Jan 11, 2021 9:09 PM | Report Abuse Haha...0.65 will collect... Hope can get, i treat this stock as FD. | |  | Stock: [MAG]: MAG HOLDINGS BERHAD Jan 11, 2021 9:05 PM | Report Abuse They export majority of the prawn to korea and china, so MCO in Malaysia did not effect their market. Covid cases in korea already reduce and under control, same with china. But i'm not so sure about supply and transportation in sabah whether it will distrub their production and export. | |  | Stock: [HUBLINE]: HUBLINE BHD Jan 11, 2021 5:45 PM | Report Abuse Hubline Berhad (“Hubline” or “the Company”) is pleased to announce that its subsidiary, Layang Layang Aerospace Sdn Bhd (“LLA”) has been awarded a contract to provide aircraft and helicopters for the flying doctor service (“FDS”), medical evacuation service (“medevac”) and other ancillary health services to the Sarawak State Department of Health (Jabatan Kesihatan Negeri Sarawak or JKNS) for a total contract sum of Ringgit Malaysia Sixty Three Million Two Hundred Eighteen Thousand and Four Hundred Only (RM 63,218,400) inclusive of 6% SST. | |  | Stock: [NEXGRAM]: NEXGRAM HOLDINGS BHD Jan 10, 2021 2:00 PM | Report Abuse haha very cheerful this counter.... share did not move but the forum move everyday. that why from time to time i will visit nexgram forum. (^_^) | |  | Stock: [JAKS]: JAKS RESOURCES BHD Jan 10, 2021 12:41 PM | Report Abuse we only bilis.. how to forecast next week or the future will be better. We should trust the fundamentals. For Jaks their future income will be from Vietnam hai duong power plant (2 unit .. 1 already commence nov 2020 and 1 unit commence 1H2021) + they bid for LSS4. if you are trader should look whether the price will fall lower than MA50 (0.630) or not, if rebound good, if fall some more will have to wait longer laaa.. | |  | Stock: [ARBB]: ATURMAJU RESOURCES BHD Jan 10, 2021 12:24 PM | Report Abuse Then u want the repeat of sabah election cluster? we should learn from past mistake. Agong need to declare emergency and give gov administration to professional (education, health, finance, defence) until covid-19 under control. Then politician can do their job... talking all the time. What disappoint me is, we pay their salary and allowance just to make this country unstable. | |  | Stock: [TDM]: TDM BHD Jan 8, 2021 4:47 PM | Report Abuse Panic selling due to rumors of targeted MCO, contra will sell.... investor can make your own decision. | |  | Stock: [MAG]: MAG HOLDINGS BERHAD Jan 8, 2021 4:47 PM | Report Abuse Panic selling due to rumors of targeted MCO, contra will sell.... investor can make your own decision. | |  | Stock: [SUPERMX]: SUPERMAX CORP BHD Jan 8, 2021 4:11 PM | Report Abuse glovefinish and recovery stock promoter crying right now..... | |  | Stock: [WEGMANS]: WEGMANS HOLDINGS BHD Jan 7, 2021 7:20 AM | Report Abuse Flood again!!! Should we use i-sinar money to replace our furniture? | |  | Stock: [TDM]: TDM BHD Jan 6, 2021 10:59 AM | Report Abuse FCPO AND HEALTCARE DOUBLE THE POWER FOR TDM!!! https://klse.i3investor.com/blogs/AmInvestResearch/2021-01-06-story-h1539176808-Helthcare_Covid_19_vaccines_Supply_chain_and_its_beneficiaries.jsp KPJ (HOLD), IHH (BUY) and other private healthcare providers to play role in vaccination programme. We opine that private hospitals and clinics would help in Malaysia’s Covid-19 vaccination programme. This is due to the cold chain facility, logistical and manpower limitations of the public sector. We think that private healthcare providers may receive a fixed fee from the government in return for their service, though we doubt that operating profit margins would be high due to this being a national service. We maintain OVERWEIGHT on the Malaysian private healthcare sector. Although a recovery in inpatient volume is only expected to be modest in 2021F, earnings prospects for the sector are positive. This is due to potential public-private collaborations, improved margins as a result of cost-cutting measures and a focus on low capex and gestational period projects. Over a longer time period, the recovery in medical tourism, improved public health awareness and an aging population would drive the next level of growth in the healthcare sector. Source: AmInvest Research - 6 Jan 2021 | |  | Stock: [SUPERMX]: SUPERMAX CORP BHD Jan 6, 2021 7:40 AM | Report Abuse Britain Nationwide lockdown.. US, Europe and Malaysia soon to follow... Public hospital bed already over capacity. Do you trust all covid-19 patient at home will quarantine themselves and their family. Who to bring food? Will you eat sardines, maggi and egg for 2 weeks? The protocol to cross border between state will be review... So how to travel? | |  | Stock: [MAG]: MAG HOLDINGS BERHAD Jan 3, 2021 11:44 AM | Report Abuse Reason to be optimistic with MAG: 1. MAG involve in prawn/shrimp which is Agrofood. Food can be a defensive stock during economic downturn as everybody need food. While during recovery, food industry will recover faster. If Tourism recover, food industry will flourish. If there is inflation the first thing to monitor is food price rise. Beside due to : a. Distruption from MCO around the world that stop shrimp breeding cycles. b. Covid 19 outbreak at seafood market, Thailand. c. Issue with container to export shrimp especially from india (world top shrimp producer) Will create higher demand with lower supply for shrimp especially during this festival season in china and korea. 2. Already registering 2 profit quarter. MAG already plan to set up processing plan to increase profit margin. They even consider to invest in packed cooked food which is good with the current trend. 3. From the annual report the chairman already make a statement if the company start generating profit, the company will start paying dividen. As the price of the stock can be undervalue if compare to NTA 0.75 or MAG PAT. So MAG can be value stock, growth stock and even dividend stock. "The payment of future dividends by the Company shall depend on the Group’s earnings, working and capital expenditure. Premised on this, the Board wish to give the assurance that it will consider the payment of dividends as soon as the Group returns to profitability." - from MAG 2019 Annual Report So if you are investor, let just hope the next 2 quarters MAG record a good profit. So the company will consider giving dividend. | |  | Stock: [TDM]: TDM BHD Jan 3, 2021 9:14 AM | Report Abuse Reason to be optimistic with TDM: CPO 1. As long as CPO are above RM2500 TDM will reap good profit, last quarter average CPO price RM2700.TDM profit from plantation around 22 Million. Now CPO are hovering around RM3500. 2. NTA = 0.430 currently, but will improve with continuous profit every quarter. 3. Just Acquired Palm Oil land from THPlant which already mature and has average younger age at the same time near to their palm oil mill. 4. They are in the process to dispose palm oil land in Indonesia which has lower yield (caught fire incident at plantation that cost a huge loss in Q32019 and Q42019) and average older age. Maybe after current CPO bull run they will try to dispose this land again. This will improve their cash and might offer special dividend to shareholder. 5. On the ESG side "We are proud to announce that TDM Berhad has been inducted into the FTSE Bursa Malaysia Palm Oil Plantation Index following the FTSE Russell factsheet as at 30th November 2020, joining six other constituents that are currently there. On top of that, TDM is also currently listed as one of the top 5 constituents on the benchmark index. The FTSE Bursa Malaysia Palm Oil Plantation Index comprises the constituents of the FTSE Bursa Malaysia EMAS Index that derive substantial revenue from palm oil activities that meet the stated eligibility requirements. Previously, TDM scored 3-star out of 4-star rating of Environmental, Social, and Governance (ESG) grading band which distinguished us as top 26 - 50% by ESG Ratings amongst PLCs in FBM EMAS that have been assessed by FTSE Russell based on June 2020 review results. This index demonstrates our strong ESG practices measured against globally recognised standards".#TDMBerhad HEALTHCARE 5. Their healthcare (hospitals) will contribute more to their revenue and profit with increasing inpatient and expanding service provided due to healthcare awareness post covid-19, offering covid-19 screening especially to foreign worker and the prospect of offering vaccine jabs for foreign worker. (Their own plantation worker and other company) Beside if you alert, while KWSP keep disposing share of other counters but they keep acquiring big private hospital share like IHH, KPJ and SUNWAY. Private hospital will play big part to provide certified vaccine inoculation and covid-19 treatment for foreign worker or traveler. There might be 10 new company involve in manufacturing/distributing vaccine in malaysia but it is not easy to built hospital, prepared equipment and acquiring health expert. Plus private hospital can choose any vaccine approved by NPRA and MOH not like manufacturing/distribution company that stuck at 1 or 2 brand of vaccines. TDM is the cheapest private hospital related counter in bursa. | |  | Stock: [SUPERMX]: SUPERMAX CORP BHD Jan 1, 2021 11:42 AM | Report Abuse 2525 new record, its gov to blame... Rakyat undermine the SOP and the rising cases due to the vaccine news. Let see how long the recovery stock company can whether the challenge. Starting january there will be a lot more cases due to mandatory foreign worker covid19 test and from the spread of people holidaying take airasia and go to hotels. They will discover a lot more cases at construction side too.. the rise of building material are just speculation same as oil while the truth is the consuming are lower than pre covid-19. The reality are a lot of project being delay for more the a year and some other being cancelled. Not only in malaysia but all around the world. Foreign investor also scared with the rising cases in malaysia. | |  | Stock: [NEXGRAM]: NEXGRAM HOLDINGS BHD Dec 30, 2020 11:15 PM | Report Abuse Issue 2.3 Billion IPCS to Mazru and Ozura at RM0 01. 2 IPCS get 1 Share then they will sell the share. Last quarter convert 600 million IPCS to share, still got 1.75 Billion IPCS to be convert. We will stuck here for a long time. This company using shareholder money to pay dept at the same time diluting our share. That is why the share so heavy to move up. | |  | Stock: [JAKS]: JAKS RESOURCES BHD Dec 30, 2020 10:10 PM | Report Abuse Stockraider go to every forum spread toxic. | |  | Stock: [TDM]: TDM BHD Dec 30, 2020 9:27 PM | Report Abuse Steady TDM... Plantation and healthcare very promising. | |  | Stock: [SUPERMX]: SUPERMAX CORP BHD Dec 28, 2020 2:38 PM | Report Abuse NEWS Health DG tells asymptomatic Covid-19 patients to self-isolate first COVID-19 | Individuals who have tested positive for Covid-19 but are asymptomatic would have to self-isolate at home for a few days before being taken to hospitals due to the insufficient number of beds. Health Ministry director-general Dr Noor Hisham Abdullah said this is because the ministry is dealing with quadruple-digit cases a day. | |  | Stock: [TDM]: TDM BHD Dec 28, 2020 2:20 PM | Report Abuse @LC LAU, i'm currently looking at TDM quarter report, on which page show the 44mil one of gain? | |  | Stock: [MAG]: MAG HOLDINGS BERHAD Dec 28, 2020 1:58 PM | Report Abuse It can go higher.. The chairman has acquired from open market since Feb until Sept 2020 at 0.240 - 0.275. I think at least should wait whether can breach first resistance at 0.235. | |  | Stock: [SUPERMX]: SUPERMAX CORP BHD Dec 27, 2020 12:20 PM | Report Abuse https://www.atlanticcouncil.org/blogs/new-atlanticist/the-top-ten-risks-and-opportunities-for-2021/ Read this research article especially top risk number 1, 3 and 4 and its probability. Write by expert not bursa speculator. Make your own judgment about vaccine and recovery stock from this analyses. | |  | Stock: [SUPERMX]: SUPERMAX CORP BHD Dec 27, 2020 9:23 AM | Report Abuse Are we overly optimistic or become complecent? Just yesterday we set new record of new cases (2335) Just because goverment cannot impose total lockdown. Gov bowing down to this so called recovery sector. Fantasies of vaccine can settle it all. Go traveling and holiday all around malaysia. Langkawi, penang, Cameroon Higland are packed with visitor. They dont aware that they are transmitting the virus. Yesterday 2335, next week another new record, another week another new record. Even DG dont dare to state the R-naught anymore. Then go back to hometown celebrating festival. Only 20% of vaccine coming the earliest this Feb. Cannot create herd imunity but we are become complecent. There maybe will never be total lockdown anymore. But if cases keep rising, state failure like in Italy might happen. No need total lockdown, our country will crumble down. But we are daydreamer, we believe vaccine can settle it all. Everybody will be save, lets travel, lets travel. | |  | Stock: [SUPERMX]: SUPERMAX CORP BHD Dec 26, 2020 9:34 PM | Report Abuse Which world that u look, US is incresing, Europe is Increasing Korea is Incresing, Japan is incresing Even Thailand and China are reporting new cases. Why not look at Malaysia we are investing in bursa Malaysia, if case keeping incresing, factory will shut down, travel ban, lockdown, will this recovery company performance be better in the next 2-3 quarters. Dont be complecent with vaccine news. Malaysia will only inoculated vaccine around Feb the earliest still only for 20% of the population, cannot create herd imunity. So many people travelling to langkawi and selangor for holiday and the effect will appear after 2-3 week. | |  | Stock: [SUPERMX]: SUPERMAX CORP BHD Dec 26, 2020 8:20 PM | Report Abuse Wait when US stimulus approve. Glove ASP will shooting up again. If u look back at the early phase, glove ASP shooting up are during Mac to April when US Covid Care stimulus approved. US start stockpilling PPE especially Nitrile Glove. Currently US again experiencing critical PPE shortage. After stimulus approved, US will start stockpilling PPE again. Covid cases are soaring in US, Europe, Malaysia and even China is reporting increase new cases. We are becoming complecent with vaccine availability. With Topglove facing custom and ESG problem, and distrub of glove production at kossan and harta due to reported covid cases at their factory. Supermax with big footprint in US will capatalize the US 2021 glove stockpilling order. Most new entrants of glove production will only start around 2H2021. Just look at AT which plan to start production in early December but keep delaying and facing CE and FDA certification problems. | |  | Stock: [SUPERMX]: SUPERMAX CORP BHD Dec 26, 2020 4:55 PM | Report Abuse Supermax improving their ESG around the world not only in Malaysia. Their image are enhanced to be world conglomerate. Supermax Healthcare Canada Inc. offers 400,000 protective equipment to organizations helping the less fortunate Dec 22, 2020, 14:29 ET The Quebec-based company is taking bold steps by launching its "Helping Hands" initiative. LONGUEUIL, QC, Dec. 22, 2020 /CNW Telbec/ - As the number of people in precarious situations has skyrocketed in the metropolitan area since the beginning of the COVID-19 crisis, Supermax Healthcare Canada ("Supermax"), owner of the Aurelia Gloves Canada® trademark, launched in spring 2020 the "Helping Hands" initiative aimed, as a first step, at supplying free personal protective equipment (PPE) to non-profit organizations in Montreal and the province of Quebec. To this day, the "Helping Hands" initiative has distributed more than 400,000 pairs of gloves, masks, and other protective equipment to more than 150 organizations in Quebec, ensuring a supply for more than 10 weeks within these organizations. In addition to contributions in PPE, Supermax has also financially supported, for a total amount of more than $65,000, several causes that closely affect our local and national communities such as Moisson Rive Sud, la Guignolée, November and Les P'tits Lutins. Supermax hopes that other personal protective equipment manufacturers and distributors will join the movement. Since the supply and distribution network is now fully operational, it would only take a few days to supply the weekly needs of organizations if the necessary volumes of equipment were engaged. | |  | Stock: [SUPERMX]: SUPERMAX CORP BHD Dec 26, 2020 12:38 PM | Report Abuse Thai health dept guarantees seafood safety NONTHABURI (Dec 26): The chief of the Department of Health has confirmed that seafood is safe for consumption but people must wear gloves while buying it and frequently wash hands, the Thai News Agency (TNA) reported. Dr Suwannachai Wattanayingcharoenchai, director-general of the department, gave the confirmation while visiting the Nakhon-In branch of the Makro wholesale centers in Muang district of Nonthaburi. The visit was intended to allay consumers’ concerns about seafood safety in the wake of the COVID-19 outbreak at a shrimp market in Samut Sakhon province. Dr Suwannachai said that consumers remained safe as long as they wore gloves while picking seafood at markets, did not touch their face masks during seafood selection, washed hands regularly and cooked seafood before eating it. | |  | Stock: [ARBB]: ATURMAJU RESOURCES BHD Dec 24, 2020 10:39 PM | Report Abuse Better fall and record loss laa like this. Other counter every quarter loss still can fry and limit up exceed NTA. This counter Slow2 fall while diluting our share. Wait till 20 sen, fair value then buy again, keep and pray someday will rise again. | |  | Stock: [FGV]: FELDA GLOBAL VENTURES HOLDINGS BHD Dec 23, 2020 7:47 AM | Report Abuse FELDA will benefit from this as Commodity price especially cpo price currently are generating a lot profit and estimated this will countinue a long 1H2021 maybe even more if the economy can recover at faster pace. Just FGV starting to generate profit they take it private, while FGV market price still low. Plus history show that comodity will rally during economy recovery period. I think this is clever move by FELDA. RM 1.30 to make it attractive to investor who buy at lower price to accept but actually the market price can shoot up even more if CPO price maintain above RM 2500. The question is, will institutional/long investor who buy at higher price accept this offer. If you look at FGV graph the last 5 years, FGV price are around RM1.50 to RM 1.70. | |  | Stock: [PARAMON]: PARAMOUNT CORP BHD Dec 22, 2020 10:07 PM | Report Abuse Paramount digital banking !!! | |  | Stock: [MAG]: MAG HOLDINGS BERHAD Dec 21, 2020 5:05 PM | Report Abuse KUALA LUMPUR (Dec 21): While Malaysia is on the path towards economic recovery, containing the Covid-19 pandemic and protecting the most vulnerable must remain the country’s topmost priorities over the near term. Shakira Teh was commenting on the recently released report, World Bank Malaysia Economic Monitor: Sowing the Seeds, which highlighted that containing the pandemic is vital to ensure a safe resumption of economic activity and to prevent a more protracted downturn. According to the report, this would include targeted mobility restrictions in high-risk areas, large-scale testing and contact tracing to limit the spread of the virus, on top of additional funding allocations in the healthcare sector to meet the increased needs of domestic health and emergency services and to facilitate the timely and equitable distribution of Covid-19 vaccines when they become available. The report is focused on the agriculture segment’s potential in lifting Malaysia economic status. “Specifically, agrofood is a timely topic, given that in the beginning of the pandemic when the movement control order was in place, there were a lot of concern about food security. “Secondly, the data shows that most of the B40 (bottom 40%) income group are involved in the agriculture sector, therefore addressing challenges and improving this sector will have a positive spillover effect on Malaysia as a whole,” she added. | |  | Stock: [MAG]: MAG HOLDINGS BERHAD Dec 21, 2020 2:49 PM | Report Abuse BENGALURU (Dec 21): Thailand's stocks and baht led losses in Asian emerging markets on Monday after coronavirus curbs in a key export hub near Bangkok were extended following a record number of cases in the country, reviving fears of an economic slowdown. A seafood industry centre that is home to thousands of migrant workers, Samut Sakhon will stay locked down until Jan. 3 after an outbreak at a shrimp market over the weekend, leading Thailand to report more than 500 cases of coronavirus. Thai equities slid 3.7% and the baht fell almost 1% due to the economy's heavy dependence on trade and tourism, and both were headed for their worst sessions in many months. "The selloff is because of the news of the lockdown in the province near Bangkok," said Peerapan Suwannarat, senior market and economic research specialist at Kasikornbank. Phillip Securities analysts in a note to clients said the lockdown could take a toll on Samut Sakorn's processed seafood, cold storage, packaging and fishing industries, major sources of revenue for the region, and dampen confidence of both local and foreign investors. | |  | Stock: [MAG]: MAG HOLDINGS BERHAD Dec 18, 2020 8:09 AM | Report Abuse Agricultural sector will have a huge potential in near future. In malaysia agricultural are not fully appriciate due to abundance of agricultural product and food available in our country while in lot of other country there is food crisis, so agriculture and food are at premium. Beside Malaysia too fully focus on technology with a lot of investment announcement on technology affecting investor sentiment. When our normal life recover, food industry will recover. When tourism recover, food industry will flourish . MAG revenue and profit will equally grow. Plus with cash of 100 million while their debt only 50 million mean MAG has ability to expand their business. One that being considered are packed-cooked food, which already a growing trend pre pandemic and the trend will rapidly accelerate post pandemic. Anyway for short term prospect just consider near this chinese new year and korean new year as potential demand for MAG prawn. ( Due to MAG main export for their product are korea and china) | |  | Stock: [ARBB]: ATURMAJU RESOURCES BHD Dec 16, 2020 5:11 PM | Report Abuse https://www.bharian.com.my/berita/nasional/2018/08/461949/usm-bina-bandar-kontena-pertama-di-dunia https://renewablesnow.com/news/malaysias-arb-to-acquire-51-stake-in-local-solar-co-652956/ what is the status of this container city? C&M, Renewable Energy Technology Sdn Bhd which is ARBB new subsidiary responsible for Engineering, Procurement, Construction and Commissioning (EPCC) for their solar. | |  | Stock: [SUPERMX]: SUPERMAX CORP BHD Dec 14, 2020 4:06 PM | Report Abuse we have to accept glovemania are at it end, but glove are not finish yet. its normal for traders/investor to shift to recovery stock due to many undervalue stock now. After majority of undervalue stock back at their fair price ... trader/investor will look at fundamental back.... if glove stock can show that their current profit can be sustain at around august/September 2020 level, glove stock will be back at their true value which i believe can be achieve due: 1. ASP of glove will not going back to pre covid price est 50-60 USD. (pre covid ASP 20 USD, post covid est ASP 50-60 USD while highest during pandemic are 70-80 USD currently still keep increasing). 2. Even if the cost to hire foreign worker estimated to increase due to new foreign labour and housing law but most of glove manufacturer are migrating into implementing automation plus they can take advantage of government employment scheme to hire local worker. 3. IB analyses estimated that glove will be over supply but when? not 2021 but after 2022. while glove manufacturer with their own market analyses estimated that glove still short of supply until 2022 with market growth of 10% every year even without pandemic. The current big 4 has almost 20 to 40 years of experience with a lot of loyal customers who reserve order until 2022, they know how to maintain their profits and customers. Further proof are statement from new entrant like Mahsing and Iconic that even before their factory commission, they already secure order beyond their capacity which show that glove demand are not slowing down yet. Iconic even estimate that with 3.3 Billion pieces of glove per year they will generate 1 Billion Revenue with 100 Million PAT by referring to the order that they already receive. Supermax currently undergoing expansion with estimate to produce 38 Billion Pieces by 2022, plus supermax secure double profit from manufacturing and distribution. IBs are market speculator, while glove producers do market research of their own field. Now investor must do their own research for which to believe. | |  | Stock: [MAG]: MAG HOLDINGS BERHAD Dec 14, 2020 2:36 PM | Report Abuse prawn for Chinese new year... prawn for chinese new year. now egg after this seafood. selling prawn revenue 15 Million, Profit 3 Million. decent performance. profitable company among penny stock. graph in accumulation phase, break 0.235 are sign to go higher.. foreign exchange are Yuan against Ringgit cause MAG mostly sold their prawn to China. Yuan performance is higher so the foreign exchange gain will be higher next quarter. With covid under control in china, will Chinese new year celebration be better this year?? | |  | Stock: [NEXGRAM]: NEXGRAM HOLDINGS BHD Dec 11, 2020 8:17 PM | Report Abuse Wait...Another 110 million share to be dispose by ozura. | |  | Stock: [KOSSAN]: KOSSAN RUBBER INDUSTRIES BHD Dec 11, 2020 8:12 PM | Report Abuse Kossan at sungai putus. Relate to new cluster?? | |  | Stock: [NEXGRAM]: NEXGRAM HOLDINGS BHD Dec 11, 2020 4:49 PM | Report Abuse aiya ...not because of trap or no shark in this counter, but due to big whale ozura keep disposing share, how the share price can increase??? wait till ozura dispose all 150 Million share laa..... maybe need a month or two more months until ozura finish disposing all their share. this counter have better project and prospect than vivocom or AT | |  | Stock: [TDM]: TDM BHD Dec 11, 2020 4:35 PM | Report Abuse don't need to write about Top Glove here... We should spread the highly optimistic prospect of TDM Bhd. Sept QR - Plantation REV 71 Million, PAT 22 Milion Dis QR Rev and PAT surely increase more than 20%: CPO price continue to rise !!! July August September TDM CPO Production 7500 8158 8599 Metric Tonne Average CPO Price 2500 2800 2900 RM/ Tonne October November December TDM CPO Production 8578 est 8500 est 8500 Metric Tonne Average CPO Price 2900 3400 est 3400 RM/ Tonne Beside i believe TDM healthcare too have bright future and contribute more to TDM Revenue and PAT due to:- 1. Mandatory covid-19 screening for all foreign worker (which to be done at private healthcare facilities) 2. The prospect of private healthcare facilities providing covid-19 vaccine shot for foreign worker (Malaysia gov only give free covid-19 vaccination to Malaysian) 3. Improve hygiene and healthcare awareness due to covid-19. if u compare with previous performance (TDM price chart) So in December surely TDM can break 52W high which is 0.445 !!! | |  | Stock: [NEXGRAM]: NEXGRAM HOLDINGS BHD Dec 10, 2020 10:05 PM | Report Abuse Remember ozura still has 150 Million share to dispose. Can up to 0.06 also maybe unsustainable. Curse ozura. | |  | Stock: [SUPERMX]: SUPERMAX CORP BHD Dec 2, 2020 9:46 PM | Report Abuse Nitrile butene price rise, ASP will rise SUPERMAX will be the first to capitalize as OBM While harta and kossan stuck with their old contract price. Plus with the pressure for topglove to shut factories... ASP sure will rise even more. Topglove cover 25% market share. still ..i reserve my optimism as maxter glove also in Meru. Hope supermax already take precautions measure. | |  | Stock: [CYPARK]: CYPARK RESOURCES BHD Nov 30, 2020 4:59 PM | Report Abuse good cypark, still got more upside potential | | | |