TapDance (Obscure Investment Ideas)
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Strong opinion, weakly held. Open-minded, Decisive, Flexible and Competitive. The channel is to share my discovery of less-covered news / investment ideas. Does not constitute an offer to buy / sell any securities. At your own risk.
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Channel Posts
LNG inventories: Japan 3-weeks, Taiwan 11-days, S.Korea > 9 days.
| 2 |  So I may be wrong? | 465 |
| 3 | [Ukraine sent drone experts to protect US bases in Jordan, Zelenskiy tells NYT | Reuters](https://www.reuters.com/world/ukraine-sent-drone-experts-protect-us-bases-jordan-zelenskiy-tells-nyt-2026-03-09/)
Cool | 224 |
| 4 |  Refinery capacity reduction may be permanent | 271 |
| 5 | https://www.bloomberg.com/opinion/articles/2026-03-07/iranian-warship-sinking-shakes-asia-s-faith-in-the-us | 267 |
| 6 |  No text... | 246 |
| 7 |  +1Myanmar curbs private vehicle usage as fuel shortage | 462 |
| 8 |  NSK Grocer no. 10 opening in Mar '26, no. 11 under renovation.
3 new stores secured in CY26 alone... thus far. | 313 |
| 9 |  AI application price war | 363 |
| 10 | https://youtu.be/pQ83FaJlGHo?si=ri0o43YL24w2Yz1l | 605 |
| 11 | Infotainment system | 279 |
| 12 | https://www.bloomberg.com/news/articles/2026-02-13/china-takes-aim-at-screen-heavy-car-dashboards-in-safety-push | 295 |
| 13 | One small step forward! Hoping for more. | 281 |
| 14 | https://www.bloomberg.com/news/articles/2026-02-13/malaysia-s-cabinet-orders-probe-into-anti-graft-chief-azam-baki | 289 |
| 15 | I can't help but to think of the agency's involvement in a high-profile merger lately... | 292 |
| 16 | https://www.bloomberg.com/news/features/2026-02-11/malaysia-macc-allegedly-working-with-businessmen-to-seize-control-of-companies | 280 |
| 17 |  Trump on FED / Warsh | 230 |
| 18 | https://theedgemalaysia.com/node/792256
Key factors mentioned, and my own interpretation:
* Inflation — any adjustment to sugar pricing would likely be accompanied by some form of cap or control to contain downstream price effects.
* Fiscal spending — government conviction to rationalise subsidy commitments.
* Consistent supply of controlled goods — implying policy support to maintain the viability of domestic sugar producers.
* Sugar-related health risks — suggesting that existing taxation or deterrent measures are likely to remain.
My view is that the government may be moving toward allowing a more flexible, factor-based selling price mechanism for the local market.
It looks as though a long-awaited, semi-liberalised pricing structure could soon be put in place. Such an approach would safeguard producers' sustainability (survivability) while encouraging competitive discipline, thereby supporting supply continuity and maintaining a broad degree of price oversight.
MSM | 1 094 |
| 19 |  SARA starts Feb 9th. | 488 |
| 20 |  SARA could include frozen food products | 309 |
