Sunday, August 31, 2008

Prescene 4 - Bernas II and Puspakom II

Syed Mokhtar has at least two monopoly businesses: Bernas and Puspakom. Both will be under constant and rigorous attacks.

Khairy and his gang would probably be aiming for rice import APs. This will mean a break of exclusivity given to Bernas. Government may allow creation of Bernas II.

Puspakom has exclusivity in vehicle inspection. MCA would probably be eyeing for equity interest in Puspakom, given that most vehicle workshop owners are Chinese. The recent swoop by ACA on Puspakom may add pressure on Puspakom, especially from MCA-led Transport Ministry. Syed Mokhtar may either have to dispose some equity to the Chinese or be prepared for Puspakom II.

Saturday, August 30, 2008

Prescene 3 - Aseambankers and Binafikir

When Wahid was appointed Maybank’s CEO, I told my friends to expect Binafikir to be injected into Aseambankers. That has happened.

Now that that Binafikir has been acquired by Aseambankers, with Danny and Feisal at the helm, expect more deal flows from Khazanah-controlled GLCs to be given to Aseambankers.

Currently, CIMB has near-monopoly of mandates from Khazanah. That may be a thing of the past.

Friday, August 29, 2008

Prescene 2 - Anwar and the defectors

Anwar will make full use of his second day as the Opposition Leader to rattle Barisan Nasional's confidence. He will make full use of the live TV telecast for Budget speech and make his presence felt.

Anwar will make a cliffhanger announcement on the impending defections of Barisan's MPs to Pakatan Rakyat. Thus, he will claim that by the time the Parliament is back in session after Ramadhan, Pakatan Rakyat will be in control of the federal government.

Expect some of the probable defection candidates to make statements either attacking the current government or in support of Pakatan. That includes Anifah Aman.

Anwar's aim is to ensure Barisan remains unsettled throughout the adjournment of Parliament.

Monday, August 25, 2008

Prescene 1 - Anwar's Permatang Pauh win

Anwar will win the Permatang Pauh by-elections. Any results to the contrary will be loudly claimed as rigged and will not be accepted by the US and the international community.

Anwar will take swipe of the Federal Government's machinery despite his win in the by-election, especially in case of reduced majority.

He will again reiterate his confidence of forming the new federal government, maintaining the 16 September 2008's Malaysia Day timing.