Come LYN Stockmarketeers gathering ...

Everyone is invited (including your brokers )

http://forum.lowyat.net/topic/1107028

Try IOI after right issue...

IJMP expandin heading for the RM 3 club

Asiatic?

HSP - this one shud track IJMp quite closely ..

Just a Hunch

GENP - there's nothing great about this counter, except if there's a rally like top line counters... my bet at least this counter will move...

Similar to SIME (after being stuck for ages around RM 5-7)

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IOI - i think its the biggest or 2nd biggest plantation in Malaysia

Problem is with the boss, very cunning.
but have a go at IOIcorp AFTER the Right ISsue not before...

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HSP & TSH ( i consider them small mid cap companies)

but this is the two companies they got me where i am today.

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Finally i don't recommend buying any at the moment .. MY OPINION is wait and see ESPECIALLY AUG 09, SEPT 09, OCT 09 NOV 09, DEC09 FCPO contracts...

like i said before traditionally OCT NOV DEC FCPO price are the weakest



This post has been edited by aurora97: Jul 24 2009, 10:47 AM

It's a cylical product, BUT i suggest anyone who's interested in Plantations, be prepared to have your eyes glued on Crude OIL price and CPO price 24/7.

To play TSH counter, u must be very careful because rumour being is Syndicated.. but it will move according to CPO price as well..

Another thing you need to know is Maybank previous stop is monitoring of TSH shares... i think they performed really badly (due to their stupid venture into Paper production or was it furniture?)...

this is a story about a Gambler who turn into a Planter.. with deep pockets and a fist full of money, but as a Planter you need to have GReen Hands i.e. KLK...

so long term prospect wise, i will pick HSP.

good for u, plantation is one counter thZt i am looking forward very much to have in my portfolio ...

should do a comparison on both TSH HSP and IJMP

i think Aug 08 both of them were trailing each other..

Tsh being the weakest

Hsp being middle

Ijmp always leading.

3 brothers with different stories to tell!

is normal Pana, according to my friend (planter) THP is a small plantation.. so any further appreciation is difficult unless CPO prices appreciates contributing to the profits of THP (but than again other plantation companies may outperform THP.)

This post has been edited by aurora97: Jul 24 2009, 11:40 AM

Another Juicy Rumour, I will bet my money on HSP in the long run as well....

A major Plantation became the white knight for HapSeng (verge of bankruptcy) and leased major plots of lands from HapSeng for X numbers of years...

According to the rumour, the lease is about to expire...

HapSeng if my memory serves me well, thy use to own chunks of land and were well known to be timber merchants... times have changed i guess..

its just my 2 cents.

Let me throw a spannar into your plans, thing is the price is cheap now, why not buy more an avg down your price...

the more shares you have may offset any counters outpeforming your counter...

reason is simple:

More shares bought at cheaper price VS less shares bought at more expensive price

assumption being:

Price appreciates.

no comment me myself havent pick up HSP also

Indonesia is an odd ball, its like what ppl say "devil and the deep blue sea"

Once upon a LONG LONG time i think back in the 70's or 80's ...

Hapseng was known as hapseng without HSP <-- this guy was born later...

Hapseng due to some venture almost made it insolvent, but the good thing is it had alot of land (back than though you own entire of Sabah - land was practically WORTHLESS except if your doing timber!)

I guess timber ran out...

One day a Major Plantation (which i shall not name) offered a helping hand (WAY back when plantation counters were only penny stock and ppl couldnt give a damn about)... But this company have very good foresight and vision.

They told HAPSeng to lease them plots of land (back than still jungle) to develop into Plantation.

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Fast forward to 2009

HSP was born, and the white knight made ALOT of money.

Problem is the LEASE is expiring, what do you do when the LEASE EXPIRES?

Return it to the former owner.

NO other than HAPSENG.

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Moral of the story...

Next time buy a land, don't lease it.

This post has been edited by aurora97: Jul 24 2009, 12:51 PM

not to sure whether they are present in Indon or not?

but most of their land is located in Sabah.

all their Trees are working MAX capacity and sitting on prime land.

Let me confirm the rumour first ..

HOPEFULLY Hapseng won't renew the lease...

If not renew the lease also impose 9000% increase in rental.

Rumour only.. this one can put on MixFM.

way back in 70's and 80's ..

Hapseng as beneficiary but end beneficiary will be HSP

More likely to be HSP since they are running the Plantation Sector of things

Another rumour is in the coming months... one Major Plantation company will acquire the last remaining piece of land (agriculture) in Sabah..

BY THE WAY ALL IS JUST RUMOUR... DIGEST WITH DISCRETION... I DONT KNOW WHETHER TRUE OR NOT... BELIEVE ONLY 1% NOT 99%.. IF IT IS REALLY TRUE AND CONFIRMED I WILL POST IT UP WITH SOS.. BUT THAN WILL BE AFTER THE MATTER HAS BEEN TRANSACTED..

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Added on July 24, 2009, 12:04 pmthis one i got SOS tomato kitcup .. i will post up reference..

but who is buyer and seller i won't say here.

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Added on July 24, 2009, 12:04 pmhttp://www.hapseng.com.my/business.php

This post has been edited by aurora97: Jul 24 2009, 12:04 PM

i don't know whats the impact of acquiring this land actually ... but i thin Shareholders will ...

cause any investment in Malaysia is than indonesia..

lookin for sos now.

TRUE OR NOT I DONT KNOW... all my sos are not insider information, this are all LONG STANDING rumours.

Why now you ask, simple:

a) CPO price in comparison 10 yrs back and now.
b) Lease Expiring
c) Land is EXTREMELY few remaining in My.

This post has been edited by aurora97: Jul 24 2009, 12:11 PM

To an ordinary eye, this looks like spam..

to a planter this a virgin ready to be molested with Palm Oil trees.

SOS Chili sanagt Pedas

I SERIOUSLY DO NOT KNOW, IF THIS ADVERTISEMENT IS TRUE OR FALSE.

DO YOUR RESEARCH KEEP YOUR EARS CLOSE TO THE GROUND...

IF YOU HEAR ANYTHING SHOUT IT OUT AND LET EVERYONE KNOW

This post has been edited by aurora97: Jul 24 2009, 12:23 PM

read carefully 2 plots of land, 2 titles only, 71100 acres, RM 8000 per acre, almost close to RM 600m

This post has been edited by aurora97: Jul 24 2009, 12:33 PM

UPDATE: TSH

Any comments, opinion and recomendation pertaining to TSH is immediately retracted.

Reason: Material development.

This post has been edited by aurora97: Jul 24 2009, 02:05 PM