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Dystopian

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Hartalega What Now Analysts?

OMG Harta (5168) is going to hit RM7.00 very soon at the rate it has been moving this week. If it does, it will be 4-5 months ahead of my own envisioned timeline.   My hunch tells me that, no two ways about it, this surge into all time highs has to be driven by Fund(s) buying. It feels like the buyers are pricing in Hartalega's killer AMG makin...

IHH Chance For A Quick Trade

IHH is a trading buy albeit it is most likely a little too late given that the snap back in the Turkish Lira to about 6.00 to one USD is all over the news. IHH's share price as you can see tracked the movement in the Lira since the beginning of this week when events took a turn for the worse. Not surprisingly due to Trump's move to double tariff...

A Cheat Sheet To Lower Unit Trust Fees

Here are some great stock ideas to help you build a simple DIY personalized wrap fund. Instead of paying 5-6 percent in unit trust fees and see the local FMs pick a basket of blue chips, do this instead. These guys are as good as they come. Plus you don't have to pay annual management fees. Get a good broker account which allows you to trade US ...

MyEG Behind The MySST Project?

This will probably confuse a lot of people. It shocked me at first too seeing how little it will cost the Government to develop a brand new SST software system. Instinctively, the first thought is, 'Have MyEG (0138) been overcharging the Government for the GST system all these years?  Before you jump to conclusions, just take note of what was s...

PMetal Making A Point

PMetal (8869) 2Q results is due anytime now. It appears to have a mid August deadline for reporting based on prior years filings.  Ahead of what the 2Q brings, I thought the commentary below is apt and is worth flagging considering that it is something that PMetal's CEO had previously spoken of at the height of the sell down of the stock. https:...

GCB That QR Trade That I Was Talking About

Okay the numbers were not as impressive as JB Food's but still a decent quarter by GCB (5102).   The more than 30% fall in cocoa prices from the peak in May was the main factor for the improved bottom line in the quarter just ended. Moving forward one wonders how long will cocoa prices remain depressed since there is a very high correlation be...

NWP News Too Good To Be True

Finally, vindication of what I said back in September 2016. A no go. A non starter.  http://blog.huskyintel.com/nwp-a-fancy-but-not-solidified-tca Now we have it... final nail in the coffin. Stock fell after that post two years ago - not a surprise given these sort of financials. Stock did a last gasp hurrah a couple of months ago before coll...

Hartalega First Glimpse OF What Awaits Its AMG

I spoke too soon on Hartalega (5168) on Wednesday moaning about the lack of information on its killer antimicrobial glove (AMG) following the release of its quarterly results. This update on its AMG came out in the StarBiz this morning. Some quick comments.  I have highlighted the comments made by its Group MD as these are important cues, for me...

JAKS A Tale Of Two Fears

KYY did a filing last night reporting further sales of JAKS (4723) shares. Maybe he timed it maybe not - but he did report the most recent sale which was on Wednesday 8th I did a quick calculation adding up all the reported filings and came up with a total of 31,842,000 shares sold between 20th July and 8th August by him and his wife. In my last...

AirAsia Onboards Palantir (Metropolis) To Boost Its Data Mining

 Remember this post on AirAsia (5009) back in April?  http://blog.huskyintel.com/why-airasias-big-data-moves-could-run-into-trouble-1 Well, yesterday TF decided to go ahead and sign Palantir as its strategic data science partner. Timing could't be more coincidental given the recent hoo-haa about IRI - International Republican Institute - meddl...