Ta Ann - Back of hand research.

The Good  

1. Sales of log in USD, approx $230 per m3 and have strong demand from India. Sales of plywood is also in USD, approx $500 per m3.
2. Average age of plantation profile is 8 years old and OER yield is decent at 19%. FFB Yield also decent at 19.6 t/ha. Not too high vs peers (High is about 22% OER and 25 tpha) but not too low, (peninsular average 18% OER, 18 tpha)

The bad 

1. Reduction of quota for Tasmania operation for veneer production (for plywood production).
2. No new plantings for remaining 60,000 ha landbank due to weak CPO price, and cash channels to dividend. IMHO they should continue to expand their profitable plantation segment.
2. Owned by family of Pek Moh...specifically his brother & sister. Political risk.

The Ugly. 

1. Sales of plywood is still poor and affected by Japanese market downturn.. the segment is expected to LOSE $15 million per year.

Result : To monitor further. 

Dont know yet.. have not read about your counters.

BJ Auto is good as long as it can sustain the car sales, weaker yen helps too. 

Hahahaha.. too early is not equal to make a mistake.. I still have confident on the stock..

Still looking to buy more. 

Guys...

Just to note that based on martin armstrong forecast dow jones gonna suffer major correction middle of april next month...

Reference: armstrongeconomics.com March daily blog

I Put an alarm reminder on the last week 13 april to trim down some position.

BCorp 3Q earnings up over 60 times to RM975.41m on non-operational gains

See the fine point .. "non operational gains" .. ie. no REAL money earned.. most probably revaluation gains.. 

pek moh's company in expansion mode...
CMS enters telco sector by buying 50% in Sacofa

I still haven't entered yet 

another fella (or unker?) will reply you, 7-11 is VT punya stock, stay away!

No lar...it's your Power ROOT giving booster for Puncak, hence Mr Ho woke with a boner