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 STOCK MARKET DISCUSSION V134, CI step into 1800, are you happy?

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cherroy
post Jul 29 2013, 03:55 PM

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QUOTE(cckkpr @ Jul 29 2013, 02:06 PM)
The dividend monies are parked with the bank earlier together with the list of shareholders. So when the due date comes, a click will suffice and the monies should be there.
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Giro or interbank transfer need 1 day for clearing, won't be instant.
yok70
post Jul 29 2013, 04:04 PM

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QUOTE(gark @ Jul 29 2013, 03:27 PM)
Probably.. it did so previously. Max down i think will be RM 1,600-1,800/ton, lower than that a lot of plantation will not want to harvest, and let the fruit rot on tree. When this happens like in 2008/2009 the bounce back is extremely fast.

Plantation companies are not all efficient, when the price is high all tom d*** and harry also can make money. Looking at yield/ha and OER, low cost producers total costs are about RM 1,200-1,500 /ton CPO. Medium Cost producers are RM 1,500-1,800/ton CPO. Higher cost producers are about RM 1,800-2,200/ton.

Trick is look for :-

1. Low average tree age of 5-8 years
2. Significant plantable reserves
3. Lowest EV per ha plantation
4. High yield per Ha (min 18 t/ha)
5. High OER (Min 20%)
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so which is your top pick? tdm? biggrin.gif
SUSStupidGuyPlayComp
post Jul 29 2013, 04:16 PM

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biggrin.gif lucky day for me. Portfolio super green
gark
post Jul 29 2013, 04:42 PM

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QUOTE(yok70 @ Jul 29 2013, 04:04 PM)
so which is your top pick? tdm?  biggrin.gif
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TDM bought and sold already recently.. 60% profit. laugh.gif Not recommend to buy back at these prices.
gark
post Jul 29 2013, 04:43 PM

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QUOTE(StupidGuyPlayComp @ Jul 29 2013, 04:16 PM)
biggrin.gif lucky day for me. Portfolio super green
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Wah you so geng. rclxms.gif Others all bleeding red ink hahaha.
SUSStupidGuyPlayComp
post Jul 29 2013, 04:45 PM

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QUOTE(gark @ Jul 29 2013, 04:43 PM)
Wah you so geng.  rclxms.gif Others all bleeding red ink hahaha.
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tongue.gif But sometime you all super green, I no movement.............

you look me good I look you nice only
yok70
post Jul 29 2013, 05:06 PM

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my post-GE gain has almost back to flat. thanks to REITs. unsure.gif
davinz18
post Jul 29 2013, 05:13 PM

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Khazanah Nasional buying Turkey health insurer for US$252m

Khazanah Nasional Bhd's insurance holding company Avicennia Capital Sdn Bhd is buying a 90% stake in Turkey's health insurer Acibadem Saglik ve Hayat Sigorta A.S. (Acibadem Sigorta) for US$252mil.

Khazanah said on Monday that Avicennia Capital had inked an agreement to buy the stake from Mehmet Ali Aydinlar and family and The Abraaj Group.

The Malaysian government's strategic investment fund said Acibadem Sigorta is a leading provider of health insurance services for corporate and individual clients in Turkey, and has the second largest market share in the industry.

Acibadem Sigorta's headquarters is in Istanbul and it operates six regional offices across Turkey. Acibadem Sigorta's premium health insurance offering provides its customers with access to a large network of high quality healthcare facilities in Turkey.

The acquisition complemented Avicennia Capital's acquisition of the CIMB Aviva insurance businesses in Malaysia in early 2013.
Larrylow
post Jul 29 2013, 09:38 PM

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Anyone here eye-ing for Sunreit?

Planning to scoop some!
hlily
post Jul 29 2013, 10:20 PM

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red red red
andrewL
post Jul 29 2013, 11:08 PM

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hi, anyone know any reason behind the reason drop in JCY ?

Boon3
post Jul 30 2013, 08:14 AM

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QUOTE(andrewL @ Jul 29 2013, 11:08 PM)
hi, anyone know any reason behind the reason drop in JCY ?
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Most stocks are consolidating its positions ahead of Raya (normal la, a lot want to have cash for Raya) and it's quite possible the sea of red and lackluster trading could continue. sweat.gif

For JCY, I last wrote:

QUOTE(Boon3 @ Jul 24 2013, 04:51 PM)
On the other hand, the observation that redtone consolidates after its quarterly earnings the past few quarterly earnings is spot on.
I do know this a fact ... since when redtone was below 40 sen. smile.gif

JCY on the other hand is actually looking good.
It's just digesting its recent gains.
No stocks go straight up, its usually 2 steps forward 1 step backward.
(ps: me not on this one cos I don't understand its fundamentals. tongue.gif )
The worrying thing for JCY is the the step backwards is worrying, esp the trade on last Friday. wink.gif
Perhaps that was a sign to square of one's position and eat humble pie.

user posted image

The only small positive one can draw from it is that the volume for the past 2 days has shrunk a lot. ( this is not a big positive cos sometimes when the stock continues to fall quite substantially, volume could suddenly gather momentum, indicating fear had probably struck a lot more nerves)
hando911
post Jul 30 2013, 08:20 AM

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redtone anyone smile.gif
valan
post Jul 30 2013, 09:05 AM

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must be a lot of happy ppl today
SONA IPO ROI is ~20%
Bonescythe
post Jul 30 2013, 09:17 AM

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Sona.. Drop one.. Cannot buy when open..
ivanau88
post Jul 30 2013, 09:19 AM

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QUOTE(hando911 @ Jul 30 2013, 08:20 AM)
redtone anyone smile.gif
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me smile.gif abit worry :S
hando911
post Jul 30 2013, 09:27 AM

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QUOTE(ivanau88 @ Jul 30 2013, 09:19 AM)
me smile.gif abit worry :S
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i read some good rumor before, hopefully will have some change sweat.gif
ivanau88
post Jul 30 2013, 09:32 AM

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QUOTE(hando911 @ Jul 30 2013, 09:27 AM)
i read some good rumor before, hopefully will have some change sweat.gif
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i scare over d... lets see how la
SUSStupidGuyPlayComp
post Jul 30 2013, 10:21 AM

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biggrin.gif 0078 still performing..........

going to transfer mainboard next week
SKY 1809
post Jul 30 2013, 10:37 AM

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QUOTE(StupidGuyPlayComp @ Jul 30 2013, 10:21 AM)
biggrin.gif 0078 still performing..........

going to transfer mainboard next week
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Any tips laugh.gif

This post has been edited by SKY 1809: Jul 30 2013, 10:39 AM

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