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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LNG inventories: Japan 3-weeks, Taiwan 11-days, S.Korea > 9 days.
[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
NSK Grocer no. 10 opening in Mar '26, no. 11 under renovation.
3 new stores secured in CY26 alone... thus far.
I can't help but to think of the agency's involvement in a high-profile merger lately...
https://theedgemalaysia.com/node/792256
Key factors mentioned, and my own interpretation:
* Inflation β any adjustment to sugar pricing would likely be accompanied by some form of cap or control to contain downstream price effects.
* Fiscal spending β government conviction to rationalise subsidy commitments.
* Consistent supply of controlled goods β implying policy support to maintain the viability of domestic sugar producers.
* Sugar-related health risks β 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
