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 Traders Kopitiam! V6

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gark
post Jan 19 2015, 11:29 AM

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QUOTE(TakoC @ Jan 19 2015, 11:28 AM)
Is it? Which is in RM? From what I know they have petrochemical and crude oil tank storage. Petrochemical is slightly higher in comparison.

Any idea of their operating (EBIT) margin earned?
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Their petrochemical tanks in kemaman is RM based. laugh.gif
gark
post Jan 19 2015, 11:38 AM

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QUOTE(TakoC @ Jan 19 2015, 11:30 AM)
30+- cent from your entry price only wor. So fast say pricey? Long way to go la. My first TP is at least RM3.
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When i first enter.. oil price is USD 58...

Now oil price is USD 48...

Although price has gone up.. the fundamentals continue to deteriorate.. that is why i say it is pricy..
gark
post Jan 19 2015, 12:34 PM

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QUOTE(wankongyew @ Jan 19 2015, 12:01 PM)
Hmm, Shanghai Stock Exchange crashing. Is it just a correction or a sign of a credit crisis? (Property companies defaulting on bonds.)
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That has been going on with the first bond repayment problem since December.. surprised the market did not pick it up earlier. laugh.gif
gark
post Jan 19 2015, 06:09 PM

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QUOTE(Pink Spider @ Jan 19 2015, 05:38 PM)
I'm using Jupiter with RM10 min

Service no problem so far, so no need switch to RM8 one biggrin.gif
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I am using RM 12 one.. laugh.gif laugh.gif laugh.gif

My Indon IB even more geng.. 0.1% x Rp 0 minimum.. lol.. i have made transaction with few sen worth of brokerage + GST. brows.gif

I think the broker also rclxub.gif when see the statement.

This post has been edited by gark: Jan 19 2015, 06:18 PM
gark
post Jan 19 2015, 06:11 PM

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QUOTE(woonsc @ Jan 19 2015, 06:10 PM)
Haha, but my broker is a girl..
lust.gif  lust.gif
cantik cantik belaka~
extra rm 4.. tak ape~
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Someone here said.. lenglui girl broker already pupus. rolleyes.gif

Pic or GTFO! biggrin.gif

This post has been edited by gark: Jan 19 2015, 06:11 PM
gark
post Jan 19 2015, 06:55 PM

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QUOTE(MrLoo @ Jan 19 2015, 06:53 PM)
melaka cimb securities? drool.gif
if yes maybe we are on the same boat~ thumbup.gif
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Mana pic? tongue.gif
gark
post Jan 21 2015, 10:33 AM

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QUOTE(Pink Spider @ Jan 21 2015, 09:41 AM)
Hold! tongue.gif
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Thinking of letting CMMT go... hmm.gif

Sungai Wang, rental growth is not too good.. hmm.gif

Other than that they are doing a good job, average 10% rental growth from FY13 to FY14.. rclxms.gif

This post has been edited by gark: Jan 21 2015, 10:43 AM
gark
post Jan 21 2015, 07:48 PM

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Food for thought... rolleyes.gif

QUOTE
the Government has disclosed that Malaysia is a beneficiary of declining crude oil prices because the country is a net importer, and not exporter, of the commodity and petroleum products, if liquefied natural gas (LNG) was not in the equation.


user posted image

http://www.thestar.com.my/Business/Busines...2014/?style=biz

This post has been edited by gark: Jan 21 2015, 07:49 PM
gark
post Jan 22 2015, 10:05 AM

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QUOTE(holybo @ Jan 22 2015, 10:02 AM)
sell OnG. not worth holding at current oil price  tongue.gif
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Pet pet.. uptrend wor.. laugh.gif

Gonna ride the wave.. tongue.gif
gark
post Jan 22 2015, 10:28 AM

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QUOTE(Pink Spider @ Jan 22 2015, 10:06 AM)
Unker!

Apasai big hippo PPB moved yesterday tongue.gif
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CPO price up... tongue.gif
gark
post Jan 22 2015, 10:33 AM

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QUOTE(TakoC @ Jan 22 2015, 10:06 AM)
Good work, gark! Grats on your SKP.
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Earn kopi money only.. if reach rm 3.. might sell. laugh.gif

This post has been edited by gark: Jan 22 2015, 10:34 AM
gark
post Jan 22 2015, 10:36 AM

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QUOTE(river.sand @ Jan 22 2015, 10:33 AM)
CPO price up because of recent flood affecting harvest?
If so, no every plantation company will benefit from the higher CPO price.
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CPO is quoted in RM, soybean oil quoted in USD.

CPO has always been traded at discount to soybean oil..about 10-20%..

RM devaluate against USD.. hence CPO in RM terms is going up to match the soybean traded in USD. rolleyes.gif

This post has been edited by gark: Jan 22 2015, 10:36 AM
gark
post Jan 22 2015, 10:37 AM

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QUOTE(holybo @ Jan 22 2015, 10:35 AM)
let's hope together. btw, i just unloaded some of my pet pet at 2.8 just now. 20% in ~ a month.  rclxms.gif
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Oooh.. someone make money liao. tongue.gif
gark
post Jan 22 2015, 10:38 AM

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QUOTE(TakoC @ Jan 22 2015, 10:37 AM)
I want collect le. Haha!

gark are you looking at property segment?
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Not at the moment.. property sales seems weak...

look at what happening to china, property company default loan.. Singapore property holding on massive unsold volume.. sweat.gif

This post has been edited by gark: Jan 22 2015, 10:38 AM
gark
post Jan 22 2015, 10:46 AM

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QUOTE(TakoC @ Jan 22 2015, 10:39 AM)
thinking to collect matrix. DY 7% for too bad also.

might consider collect if fall a bit lower.
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Just have to make sure that DY is sustainable.. where the get the continuous cashflow. tongue.gif
gark
post Jan 22 2015, 10:51 AM

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QUOTE(Pink Spider @ Jan 22 2015, 10:46 AM)
no such thing as continuous cash flow in property shakehead.gif

unless got recurring rental/management income hmm.gif
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Yep property company which has recurring rental income is more stable. wink.gif

Otherwise all the cash is used to secure more landbank = zero cashflow tongue.gif
gark
post Jan 22 2015, 10:53 AM

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IF you really have to own property/construction.. i would rekomend..

Tambun
Mitra

and to certain extend Matrix tongue.gif

Disclaimer : Not vested .. yet tongue.gif

gark
post Jan 22 2015, 10:54 AM

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QUOTE(Pink Spider @ Jan 22 2015, 10:52 AM)
So, siapa ada? tongue.gif

UOA? hmm.gif
*
Ada.....

Example is 1724.KL

Others...go find. tongue.gif

Got a few more. whistling.gif

This post has been edited by gark: Jan 22 2015, 10:56 AM
gark
post Jan 22 2015, 05:37 PM

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QUOTE(Pink Spider @ Jan 22 2015, 05:00 PM)
Unker gark dah dumped CMMT? Today flying biggrin.gif
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Not yet.. laugh.gif

Can't brain.. why it flying.. hmm.gif for the lousy 4 sen divvy? laugh.gif
gark
post Jan 22 2015, 05:38 PM

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QUOTE(Pink Spider @ Jan 22 2015, 05:36 PM)
See its recent announcements...

Almost every day directors are accumulating
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Mostly all plantation director eating.. rolleyes.gif

Not necessary got something one.. see TSH, the boss buy almost everyday for the past 3-4 years already.. laugh.gif

This post has been edited by gark: Jan 22 2015, 05:39 PM

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