Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed

Outline · [ Standard ] · Linear+

 STOCK MARKET DISCUSSION V130, Bull rally after GE

views
     
jasontoh
post May 21 2013, 10:11 AM

Look at all my stars!!
*******
Senior Member
8,438 posts

Joined: Nov 2005


Hahaha....1st time since GE, my small bank in red color biggrin.gif
jasontoh
post May 21 2013, 10:22 AM

Look at all my stars!!
*******
Senior Member
8,438 posts

Joined: Nov 2005


QUOTE(panasonic88 @ May 21 2013, 10:20 AM)
Attaching Affin & Plantation research paper for anyone who's interested.
*
Awww.....the TP so low only sad.gif. If can maintain 40c EPS, then at current price, still getting about 4.6% div, which is not that bad ma.
jasontoh
post May 21 2013, 10:24 AM

Look at all my stars!!
*******
Senior Member
8,438 posts

Joined: Nov 2005


QUOTE(panasonic88 @ May 21 2013, 10:22 AM)
I want to buy back Plantation stock too.  nod.gif 

But am eyeing on "expensive" one like UTD & Bkawan. laugh.gif
*
This week, I think plantation counters have some run up, at least to my small planters.
jasontoh
post May 21 2013, 10:27 AM

Look at all my stars!!
*******
Senior Member
8,438 posts

Joined: Nov 2005


QUOTE(SKY 1809 @ May 21 2013, 10:26 AM)
Can kindly list all your small plantation stocks  hmm.gif
*
CBIP biggrin.gif , and I think MBL also plantation related
jasontoh
post May 21 2013, 10:31 AM

Look at all my stars!!
*******
Senior Member
8,438 posts

Joined: Nov 2005


QUOTE(SKY 1809 @ May 21 2013, 10:29 AM)
Oh I see, my old fav, now PE of 3 only.thumbup.gif

Maybe some lumpy items.
*
Now PE3 only? I long time did not follow the news. Just keep it there in the fridge. It was one of the biggest div contributor to me last year. I doubt I can hit this year's target, because no more special div d sad.gif
jasontoh
post May 21 2013, 10:33 AM

Look at all my stars!!
*******
Senior Member
8,438 posts

Joined: Nov 2005


Double checked. The '12 EPS was high contributed by a one off sales - about 60c EPS
jasontoh
post May 21 2013, 10:40 AM

Look at all my stars!!
*******
Senior Member
8,438 posts

Joined: Nov 2005


QUOTE(SKY 1809 @ May 21 2013, 10:39 AM)
I like plantations with " high convertible land values  "  blush.gif
*
Got any tips on this? biggrin.gif
jasontoh
post May 21 2013, 10:49 AM

Look at all my stars!!
*******
Senior Member
8,438 posts

Joined: Nov 2005


QUOTE(gark @ May 21 2013, 10:42 AM)
I also got.  rclxms.gif 

But these are not plantations, but they are building equipment for plantations.

CBIP - boilers and palm oil mill
MBL - Kernal crushing equipment and bio fertilizer

Both of these are world no 1 in their respective areas...
*
I consider once related to plantation, it is plantation. Don't care what process they do though. You also share same counters? I copy your MBL, btw biggrin.gif
jasontoh
post May 21 2013, 10:50 AM

Look at all my stars!!
*******
Senior Member
8,438 posts

Joined: Nov 2005


QUOTE(gark @ May 21 2013, 10:47 AM)
Small plantations... low PE... with good quality land

Kfima - holding lots of land in Johor...the land holding cost is very very low, ripe waiting for renewal.
First Res - holding land in dumai/riau area - if the dumai-mallaca bridge goes through, the land prices will jump
Kencana Argi - holding land in bangka island - near singapore

P/S All these one old man stock...very very low liquidity, so buy at own risk.  tongue.gif
*
This KFima....I hold it previously, and then sold it like a year or 2 years back. It was stuck at 1.6-1.8 back then, so I cannot wait liao. Sold it.
jasontoh
post May 21 2013, 10:52 AM

Look at all my stars!!
*******
Senior Member
8,438 posts

Joined: Nov 2005


QUOTE(gark @ May 21 2013, 10:51 AM)
patience is always the key... icon_rolleyes.gif

Playing with old man stock with low liquidity, can get trapped for long time, but once it moves... it moves in a big way.  tongue.gif
*
I have patience, but I don't have capital. So I would have to choose some to sell eventually, and that time Kfima is the one being chosen to go.
jasontoh
post May 21 2013, 10:57 AM

Look at all my stars!!
*******
Senior Member
8,438 posts

Joined: Nov 2005


QUOTE(bursalchemy @ May 21 2013, 10:54 AM)
May i know what is DKSH?
I just enter at rm1.40 for long term investment
*
I thought DKSH was like RM5.xx?
jasontoh
post May 21 2013, 11:02 AM

Look at all my stars!!
*******
Senior Member
8,438 posts

Joined: Nov 2005


QUOTE(SKY 1809 @ May 21 2013, 11:00 AM)
Can say all about the same, yet not the same.

Just like property stocks, some could surge more than 100% due to profit growths, while SP Setia is still quite the same in price.

Anyway, do what u like to do  icon_rolleyes.gif
*
That's why sell those gain the most in terms of % lo.
jasontoh
post May 22 2013, 09:14 AM

Look at all my stars!!
*******
Senior Member
8,438 posts

Joined: Nov 2005


QUOTE(yok70 @ May 22 2013, 02:58 AM)
You are strong. Good for you.
But I'm weak, I sold 50% of my stocks before GE. So now can only watch other people happy jumping. I only got 25% happy since half of my current holdings are REITs that are muted from GE rally.  doh.gif
So you went for long holiday kah?  biggrin.gif
*
I thought REITs also rally like mad? hmm.gif

4 Pages « < 2 3 4Top
Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.0366sec    0.32    7 queries    GZIP Disabled
Time is now: 11th December 2025 - 04:47 AM