I know ... it was extremely hot yesterday.... more than 100F.

felix, you organize in aircon room, then ok

if not, everyone sure FFK 

Lets go NSK tah pin lou... 

my worst trade in 6 months, kulim

Boon missing. 

nvm, I aiming a semen oops I mean cement maker now

Tasik vs LaFark

Tasik lower DY...but lower payout ratio
LaFark market leader...but 90% payout

LaFark paying divvy soon

If you kena margin call lagi efficient... 

I still have OD facility at BLR-2 for few years already.. at first wanted to invest in REIT..to reap the interest vs dividend difference.  But end up too chicken. 

That's call timing the market... not always successful strategy.

Sometime waiting and waiting for a crash and it might not materialize, in the mean time losing all those opportunities.

We can never predict when the downturn will come...  So no use worrying.

The most important is to plan your portfolio to be balanced as fixed percentages.

Have some in cash equivalent, have some as resilient dividend stocks, have some in growth company and have some as REITs.

Cash equivalent will enable you to have buying power during downturns.

Resilient dividend stocks will form the backbone of your portfolio, which provide moderate growth and dividend.

REIT portion with good dividend but poor growth is also more or less an insurance, important during downturns.

Growth stock with low/none dividend portion is equally important to provide the oomph! during boom times.

How much of each % is depending on your risk tolerance, but I believe in balancing your portfolio for long term growth. 

In the long long term however i believe growth always wins over dividend. 

You like cement go buy INTP.JK or SMGR.JK.. got growth .. got dividend.. got moderate PE, apa lagi mau? 

I have INTP....but I bought at much lower price.

Current price yield about 3%, ROE : 25%, PE 16x

Net cash USD 100 million in accounts, Majority owned by Heidelberg Cement, Germany.

Forex is anyone's guess, since i buy with rupiah, forex does not matter much to me. 

Gark looking to sell you already... 
now only you want to see free or not? 

must study earlier maaa....

he talk this one so long ago already.

What purple 555 ? 

Anyway I just blow water on my Indonesia trades, don't think anyone here is actually interested 

Fund holding and individual stock holding got no relation at all lah..

All very different performance. The fund at most hold like 2% even if go up 50% still 1% up only...

Donno oh... never really check them out yet, cause they are very diversified. 

I think so. But i havent see their tree profile yet...

Tree profile is a graph showing the percentage of trees under immature, young mature, prime mature, past mature and old.

Most plantations report this... peak production is from young mature to prime mature. 8 to 18 years.