Bursa Traders Thread V2, waaa! V2 d !
|
|
 Nov 6 2013, 03:26 PM
Return to original view | Post
#1
|
 
Senior Member
3,482 posts Joined: Sep 2007  
|
QUOTE(yhtan @ Nov 5 2013, 04:00 PM) Blue Chip not much of movement, unless there is boast in earning more likely blue chips to second liner/ third liner now going into penny stocks Now i see the trend going into penny stock    |
|
|
|
|
|
Nov 27 2013, 10:23 AM
Return to original view | Post
#2
|
|
Senior Member
3,482 posts Joined: Sep 2007
|
QUOTE(gark @ Nov 27 2013, 10:16 AM) ok lah later see got anyone asking for reference, i reference to you lah. bro gark, any plantation counter or its related industries in your portfolio now? beside CBIP  |
|
|
Nov 27 2013, 10:33 AM
Return to original view | Post
#3
|
|
Senior Member
3,482 posts Joined: Sep 2007
|
QUOTE(gark @ Nov 27 2013, 10:30 AM) kfima Just read mbl quarter report, doesnt seems good for current year cbip FR BW Plantation sold : tdm, hapseng, mbl... Will take note of the others  thanks ! |
|
|
Nov 27 2013, 10:35 AM
Return to original view | Post
#4
|
|
Senior Member
3,482 posts Joined: Sep 2007
|
QUOTE(gark @ Nov 27 2013, 10:33 AM) It is still a fair counter.. i would not rate it buy,, rather holding is ok. Yup, will try to get it at my right price.Anyway you really holding a lot of plantation counter and its related  |
|
|
Nov 27 2013, 10:39 AM
Return to original view | Post
#5
|
|
Senior Member
3,482 posts Joined: Sep 2007
|
QUOTE(gark @ Nov 27 2013, 10:37 AM) I prefer smaller plantations, those with cheap EV/ha, high FFB yield, high OER, good tree profile and MOST important lots of unplanted land reserves... But I notice that you don't like collect dividend from plantation. you sell once it reach the fair value or overvalued. Once a plantation is fully planted, there is no more growth..  especially from the bold statement |
|
|
Nov 27 2013, 10:44 AM
Return to original view | Post
#6
|
|
Senior Member
3,482 posts Joined: Sep 2007
|
QUOTE(gark @ Nov 27 2013, 10:42 AM) Collecting dividend from plantation is risky due to fluctuating CPO price... better to ensure growth via more harvest. Thanks for your insight. Still have a lot of things learnt from you from plantation counter. For example TDM has one of the lowest EV/ha when i bought it.. but things now is crazy.. with PE > 25.. so i sold it.  |
|
|
|
|
|
Nov 27 2013, 10:57 AM
Return to original view | Post
#7
|
|
Senior Member
3,482 posts Joined: Sep 2007
|
QUOTE(gark @ Nov 27 2013, 10:47 AM) My favorite is still FR... unfortunately I only hold very little holding in the shares Cheap EV/ha, high ffb yield, high OER, low age tree profile and have 50% more unplanted land...and as bonus they are venturing into refinery.. but the price now is unfortunately already high. But not over valued yet... FR's ffb yield and OER beats ALL the malaysian plantation hands down...   But I think hor, sometimes let say 2-3 years later more tree matured, CPO price not good also eventually translate into lower profit.So sometimes I think it is better to trade these stocks using few month period instead of long term investment. This post has been edited by foofoosasa: Nov 27 2013, 10:57 AM |
|
|
Nov 27 2013, 11:03 AM
Return to original view | Post
#8
|
|
Senior Member
3,482 posts Joined: Sep 2007
|
QUOTE(jerrychoo2004 @ Nov 27 2013, 11:01 AM) can someone help me? i just cannot find the stock called FR anywhere? it is listed in SGX. It is called First Resources Limitedwhat is the correct name for it? |
|
|
Nov 27 2013, 11:16 AM
Return to original view | Post
#9
|
|
Senior Member
3,482 posts Joined: Sep 2007
|
QUOTE(gark @ Nov 27 2013, 11:12 AM) If the tree maturity is low and lots of unplanted area.. the CPO produced will only go UP... hence even in future CPO is low, profits will continue to grow..as the amount of CPO up although at lower margin Unless CPO price below CPO production cost then jialat lah... FR CPO cost is about RM 1,400-1,600/tonBut hor palm tree needs 5 years to reach maturity.. so long time to wait hor..  , so this is your long term investment  Later become few months traders run away |
|
|
Nov 29 2013, 11:17 AM
Return to original view | Post
#10
|
|
Senior Member
3,482 posts Joined: Sep 2007
|
QUOTE(Boon3 @ Nov 29 2013, 11:14 AM) Cheh! Bro Boon, anything recommend to trade currently ?  |
|
|
Nov 29 2013, 03:53 PM
Return to original view | Post
#11
|
|
Senior Member
3,482 posts Joined: Sep 2007
|
QUOTE(Boon3 @ Nov 29 2013, 03:48 PM) Foofoo, no recommendations leh... in fact, me, myself always looking for some. Don't have You got ah?   Bought some GAB today - main reason because nothing else to buy means you holding nothing now ? |
|
|
Nov 29 2013, 04:19 PM
Return to original view | Post
#12
|
|
Senior Member
3,482 posts Joined: Sep 2007
|
QUOTE(Boon3 @ Nov 29 2013, 03:57 PM) I still got hold.... Err.. why GAB? Aren't those two bear stocks a bit pricey with low dy at current prices? See whether I gonna change my mind after after few months |
|
|
Nov 29 2013, 04:32 PM
Return to original view | Post
#13
|
|
Senior Member
3,482 posts Joined: Sep 2007
|
QUOTE(Boon3 @ Nov 29 2013, 04:26 PM) Dutch Lady showed surprise strength in its earnings growth. Panamy (no one talking anymore?) earnings has sustained its recent good earnings performances. Those two not your type? , Will look on it |
|
|
|
|
|
Nov 29 2013, 04:36 PM
Return to original view | Post
#14
|
|
Senior Member
3,482 posts Joined: Sep 2007
|
QUOTE(Boon3 @ Nov 29 2013, 04:34 PM) Did you all just see AirAsia's trading? Give some quick analysis to newbie trader like me  |
|
|
Nov 29 2013, 04:43 PM
Return to original view | Post
#15
|
|
Senior Member
3,482 posts Joined: Sep 2007
|
QUOTE(Boon3 @ Nov 29 2013, 04:39 PM) Click on the intraday chart on your tradng software. oo keep dropping since 4 o clock, Tell me what you see..... but the volume bar there is one tall green bar...but stock price keep lowering. That's all I can interpret |
|
|
Nov 29 2013, 04:55 PM
Return to original view | Post
#16
|
|
Senior Member
3,482 posts Joined: Sep 2007
|
QUOTE(Boon3 @ Nov 29 2013, 04:49 PM) Hehe... So mean buy order is fake to make it look like there is volume support ?   The price 'suddenly' gave way... It's like the floor... suddenly no floor...  That is bullshiiit trading leh...  Too complicated for me |
|
|
Nov 30 2013, 09:59 AM
Return to original view | Post
#17
|
|
Senior Member
3,482 posts Joined: Sep 2007
|
QUOTE(gark @ Nov 30 2013, 09:40 AM) bump a bit... otherwise get lost.. do what business? I also goreng goreng a bit next monday. 6**7 is speculative stock.. if the deal go through i expect the share price will jump momentarily.. ( scared become ikan bakar ) |
|
|
Dec 4 2013, 11:20 AM
Return to original view | Post
#18
|
|
Senior Member
3,482 posts Joined: Sep 2007
|
QUOTE(gark @ Dec 4 2013, 11:16 AM) My other asset play 66**.. is still sleeping...very peacefully... hopefully can wake up by end of the year.. wah, what is that |
|
|
Dec 4 2013, 11:28 AM
Return to original view | Post
#19
|
|
Senior Member
3,482 posts Joined: Sep 2007
|
QUOTE(Boon3 @ Dec 4 2013, 11:23 AM) Gark give the * and *.... wake everyone up liao. Hohoho!!!!  including you |
|
|
Jan 23 2014, 04:40 PM
Return to original view | Post
#20
|
|
Senior Member
3,482 posts Joined: Sep 2007
|
QUOTE(gark @ Jan 23 2014, 04:07 PM) Uptrend no fun to play liao... wah so fast catch Queuing at 3.90.. come come! come!  |
|
Topic ClosedOptions
|
| Change to: |  0.0588sec
 0.46
 7 queries
 GZIP Disabled
Time is now: 7th December 2025 - 11:01 AM |
Quote