is it a good buy then? i applied but x get...

A 4.5% yield is deemed high in the eye of foreign investors and fixed income fund manager.

With Fed saying low interest rate until 2015, unlimited QE3, Japan also QE recently, too much money has nowhere to park.

what:s the outlook for plantation? anyone can share his view? some of them are beaten down so badly that i am thinking of adding more to my portfolio.. currently they consist of around 20% of my portfolio.. and the reason is due to the rebound in production for this quarter.. and i think this should be able to offset the drop in cpo price

This coming Friday ada Budget right?

Any impact on sin stock?

Do you guys think GST gonna implement soon? If so, will it gonna impact consumer stocks? Coz I see consumer stocks plunging like hell except DLADY

Last month or so Oldtown has this marketing program, where you fill up a simple questionnaire on your receipt, they'll FOC a cup of coffee on your next visit.

And I happened to see a customer left a comment: You staff never smile! Then blah blah blah with alot of food comments

Local one very expensive.Last time I work there only 2 local people.my salary = twice the foreign workers.

working permit pay by the worker itself others got no idea....

Im Back

Today KASSETS and IGB Reits....show that i'm not talking crap when i ask all the bro here to buy KASSETS before igb reit listed

Hope all the bro here gain on this IPO

ROOOOOOOOOOOOOMMMMMMMMMMMMMMMMMMMM !

But they all work so hard.1 day work 12 hour in front of the oven. I stand there 1 minute also cannot tahan liau.
I think they cannot find so much workers in local lah.
Furthermore, I think local people where wan to work there. 1 month 1k+ only work like cow lor.Eat grass also not enough.
And sometime kena scold like hell.  

Alex has something to say about CPO. 

http://nexttrade.blogspot.com/2012/09/cpo-...esssed-for.html

yup, KLSE is affected by the election mood................worldwide market are performing well, except bolehland. DJ in highest since 2008.

About CPO, the stockpile is high now, not going good for CPO price...........i will not give positive view to it for short term. Somehow the minimum wages may effect plantation sector on next year.

The king of commodities "Crude Oil" is sinking after 2 days QE3's rally, it affect all others commodities like gold and CPO price. The reason of depressed is the rumor of US may release their crude oil stockpile.  It maybe a conspiracy by US which it can use QE3 but the inflation maintain in low, it will benefit Obama's election in Nov 2012.  So the commodities price only got chance to surge after the US's election aka next year.

my stupid and non-sense view

---

Added on September 24, 2012, 5:17 pmA message from my remiser :

Astro Subscribers will be entitled to subscribe for 3,000 shares of Astro IPO at rm3.00. Kindly please get the BLUE Forms to subscribe as Astro account holders

middle east intend to press down the oil price.............

if 一窝熟 then bullseye liao !
UTDPlant is 1 example only larrr...
i'll probably get mid-sized planters with trees maturing in 2015/2016..

There are some low cost planters who can get CPO at 1,200-1,500 per ton.  These will win the shakeout...

---

Added on September 24, 2012, 5:45 pm

Apalah, cornerstone get it at 2.70, subscriber get at 3.00... mana boleh? Anyway at this price the yield is <2%. 

You can notice the treatment they give to retail players. Allot only a small portion which would generate a high over-subscription rate.
Then they expect those who did not succeed to support the stock on opening day. I am sure retailer players are not fools. If you fail to get the shares during IPO, do not buy the share on opening day. Buy when it only when it drops. Or else buy other shares in the market. Do not treat retail players as insurers to ensure the price on opening day holds. Example Felda. it is below RM5 now     

Wah, ... TSH = high risk?  then i need to look else where 
after factor in inflation rate, maybe price now same as 2.96 also 

Is that why Tony so 'gian' want to have dinner with Malindo/Lion Air owner.... to discuss monopoly/price fixing?