today take profit half of my supermx and swap to kencana-cc @ 0.235 ...
hope it is a good swap. so now i got both kencana mother & son

but dow jones so far all good news to9.
dows will open high

hupseng go go
arreit go go
kencana go go
kencana cc go go
superman fly fly~
hua yang go go
kfima bounce bounce
bjcorp go go
p&o go go
lonbisc (my mum's 1) go go
some taikor pls give some comments on my portfolio~

then i will
hehe~ kencana ,kencana-cc, huayang, and p&o not yet breakeven~( these all need some ppl push up)
others all in safe zone so far~

holly Shoot!!! OT OT (ex-dota kaki b4 touch investment)

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Added on October 28, 2010, 9:20 pm
seasunk my ex co
hsd i call back to them ask will they getting any bonus end of this yr?
the employees has been dry and thirst for sometimes liao ......
epic quote in the company : My boss forgotten give bonus again arrr... i also forgotten what shd i do now ....

This post has been edited by Jtic: Oct 28 2010, 09:22 PM

Shares of Dow Chemical Co., Eastman Kodak Co. and Motorola Inc. all rose after the companies earnings beat analysts' expectations. Overseas markets had rallied after strong results from pharmaceutical companies Bayer AG and Sanofi-Aventis SA as well as automaker Hyundai Motor Co.

ExxonMobil Corp. shares rose even though it missed forecasts, while 3M Co. beat forecasts but saw its shares drop in pre-opening trading.

where can i can exxonMobil Corp's report?

Exxon Mobil Corp.'s (XOM) third-quarter earnings rose a bigger-than-expected 55% as the oil giant benefited from stronger commodities prices and refining margins in the first full quarter that includes its June acquisition of natural-gas producer XTO Energy.

Shares were up 0.8% at $66.20 in recent premarket trading. The stock was down 11% this past year through Wednesday.

Exxon Mobil, the world's biggest oil company not under state control, now is also the largest U.S. natural-gas producer since the XTO purchase.

The industry continues to see a rebound in demand from weak levels during the recession and improving refining margins. ConocoPhillips's (COP) said Wednesday its third-quarter profit more than tripled.

Exxon reported a profit of $7.35 billion, or $1.44 a share, up from $4.73 billion, or 98 cents a share, a year earlier. Revenue rose 16% to $95.3 billion.

Analysts polled by Thomson Reuters most recently forecast earnings of $1.38 on revenue of $98.12 billion.

Earnings at Exxon's oil-and-gas production segment increased 36% to $5.47 billion as oil-equivalent production grew more than 20%, driven by activity in Qatar and its XTO acquisition.

Its refining and marketing profit more than tripled on mostly higher refining margins.

Will this add more power to msia's O&G engine tomolo?

This post has been edited by Jtic: Oct 28 2010, 09:34 PM

Royal Dutch Shell PLC, Europe's largest oil company, reported third quarter net profit rose 6.5 percent as increasing production and a rise in oil prices more than offset one-time charges at its refining arm and Canadian operations.

Net profit of $3.46 billion was up from $3.25 billion in the third quarter of 2009. Revenues rose to $90.7 billion from $75 billion, the company said Thursday.

"Our results have rebounded substantially from year-ago levels, with improved earnings and cash flow, underpinned by a 5 percent increase in oil and gas production," said Chief Executive Peter Voser in a statement. "This is a better performance from Shell, achieved despite continued difficult industry conditions in refining and natural gas markets."

Shell took net charges of $1.41 billion for several items including impairments on the value of its refining operations and on the value of its Canadian operations, which extract heavy oil from tar sands, a nontraditional source. The net charge compares with net gains of $371 million in the third quarter a year ago.

Shell said that stripping out one-off items in both years, earnings would have risen 88 percent to $4.93 billion from $2.62 billion.

oh ya~ forgotten my esos, cpo go go ,pk go go!!

This post has been edited by Jtic: Oct 28 2010, 10:00 PM

Goodyear loses $20M in 3Q amid rubber price hikes


Goodyear Tire & Rubber Co., hurt by spiraling rubber expenses, reported a $20 million third-quarter loss Thursday [b]despite solid sales increases.

The Akron, Ohio-based company, the biggest U.S. tire maker and third largest globally, said the loss amounted to 8 cents per share. In last year's August-September period, Goodyear earned $72 million, or 30 cents per share.

Excluding write-offs and other charges, the company said it would have earned 13 cents a share. Analysts expected a 10-cent a share profit, excluding charges.

Revenue rose 13 percent to $5 billion, and the number of tires sold rose 6 percent.

The bright sales picture was blunted by raw material costs, up $381 million for the quarter. Goodyear said natural rubber costs have skyrocketed threefold since early 2009. About half its rubber supply is natural, and half synthetic.

This post has been edited by Jtic: Oct 28 2010, 10:04 PM

or u can check up with Qcap? for current mkt price, the dividend yield of qcap is more attractive~(correct me if wrong)

but i got arreit and have none qcap due to i able to collect some arreit in much cheaper px than its current trading price.

becos banks always rate them as undervalue?

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Added on October 28, 2010, 10:38 pmnowadays abnormal is the normal. after so many good news stimulation. dows RED

This post has been edited by Jtic: Oct 28 2010, 10:38 PM

pk price in jan average was RM1359/MT ,Oct avarage is 2224.
so, 865/1359 = 64% raised.

phew.. luckily sold half supermx to kencana-cc yesterday and sold kencana-cc today too~ hehehe

just now attended bursa chat~ they said there may be a correction in feb-march of 2011~
naim is doing very well with thier presentation and simulation in futures~!

haiyoh~ they intro to buy some stocks that lyn ppl discussed from some thread ago.

but i was impressed by naim finance director presentation~ seems like i sold off naim in march 2010 @ 3.5x and did not pick back at dip was a BIG mistake.
naim this yr high possible will reach 40cents eps. dividend policy 35-40%.
the company is going to extend thier operation into sabah , west msia and hopefully UAE. currently they already submited many plans to govt for approval and attracting more FDI from china to invest in thier projects~
chayw gang who is still holding naim would be
SWKPLNT's presentation.... BIG SIGH. average yield per hectare is only 5.1MT/6mths (up to june 2010)
this is bad, as SOAP avaraging yield per hectare is 27MT/yr... means SOAP grow 1 hectare = SWKPLNT grow 3 hectares.
SWKPLNT 1 month CPO cant even reach 10,000MT, yet SOAP will reach 23k-26kMT in next yr.
SOAP landbank is much bigger than them throughout whole Sarawak.

However, SWKPLNT is having very good dividend policy around 55-60%, yet SOAP keeps lots of cash in FD yet with dividend that no eyes to see.

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Added on October 30, 2010, 11:55 pmsure is mill income. mill can easily get back all the initial outlay and start making handsome profits in 4yrs and if good CPO pricing like currently, it can be even shorter. Don forget, mill can produce multi products, CPO,PK,Fibre~ when the turbine in mill is running. the turbine can generate most electricity supply to the mill. save up electricity cost. So, there are quite a numbers company they open mills, eventhough without any estates
plant income is FFB, however, most plantation with mills, they would send all the FFB to thier own mill.
Besides, the estate locates at area that too far from thier mill. so they rather to send the FFB to nearer mill to save the transport costs.

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Added on October 31, 2010, 12:01 amADDITION:
plant income usually take up 8-12yrs to recover the initial outlay.
this is due to big initial outlay at development of estates, salaries to workers, machine hired in estates, and the FFB size is really small in 1st few yrs of maturity.
the palm tree, the older the better. as the fruit bunch is getting stronger and FFB can grow much much bigger.
after 15-20 yrs, the palm trees will die off , and the cost for replanting is much cheaper. since every thgs are ready at there

This post has been edited by Jtic: Oct 31 2010, 12:07 AM

basically, all estates are facing shortage of man power. So,this will heavily depend on the estate's fruit evacuation plan and whether to pay higher to those FFB loader,harvester.Becos we are trying to let them get very good pay if thier productivity is high and able to overcome the manpower shortage probelm.so some ffb loader and harvestor can easily got 2times salary of mine!!
some even request to work at night time after thier dinner,so we will install spotlights in those estate area which yield is more than 30MT/H.a

We are having very good HR and TKI dept. where they go into Indon villages and find TKI. ( in this way, we saved a lot from de-intermediate)

For mill, i would recommend to go into deeper to have a look at thier OER% (oil extraction rate %) because if the OER is lower than 22%, that means the plant efficiency is not really good and caused wastages.

other from what i mentioned , there is nthg much to explain o...
just basically the director showed data of naim profits from past yrs to currently and about there are few companies in overseas in china and UAE show interest to invest in thier projects in miri and their plans have submitted to govt for approval.

besides dayang, naim-sumsung engineering joint venture, they are also looking forward to get more oil and gas projects in the futures~

WAH.. dont say like tat..
Im the 1 who need to learn a lot of thgs from all taikor and tai je here.

then GONG XI FATT CHAI
both were my ex...还是旧爱最美