see no one wants to discuss about the stock...

they only want to know what stock to buy only...

dont follow gark, he always masuk hutan 1 

Haha was briefly looking at it ystrday. Noticed a decline last q but have not really figured out why. Need to figure out what is the composition of their  mills and plantation segments also

Busy like hell...

Come here to talk c0ck release stress

Observation
1. Plantation business contribution to bottom line is almost negligible
2. Currently trading at PE12, which i think is above fair PE based on history
3. Current orderbook amount is close to FY14 total revenue

Pros
1. USD effect - 40% of orderbook is in USD. 2014AR mentioned that 5% increase in USD will increase profit by 2mil

Cons
1. SPV orders decreasing. In fact SPV decrease is offsetting increase in revenue for mills.
2. No more tax incentive. Predicted to be renewed by end FY15.

Questions
1. How does CPO prices affect their revenue for mills?

Overall I think there isn't a strong catalyst for CBIP haha. First res might be better hehe, but flying already. no time to study and buy

Placing your buy at 1.90?
   

You no take profit

Haha.  Seems like their trees will mature in Fy17 18. Maybe can  revisit by then

Dear Sifus,

I seek your opinion on two subjective scenarios:

1. If you have a stock which already has 1 bagger+ or more what do you do with it?

a. Do you continue to accumulate more and hold if you see there is potential based on the chart, FA and believe mgmt is still doing a good job.

b. Sell partial to recoup cost and partial profit, then let the remaining ride the wave and gain more profits. No more topping up in shares.

c. Do nothing and just observe and let things play out by itself.

d. Sell all if then is indication the stock price will dip. Can't be too greedy.
2. What if your stock has gained a decent return % or even a few baggers, but there is an upcoming share split  or bonus issue? What do you do?

a. Accumulate more till they finalised and execute the share split and bonus issue

b. Sell partial, the rest let it ride with the wave.

c. Do nothing, just let the share split or bonus issue and observe what things pend out.

d. Sell all if there is news the share split or bonus issue will dilute earnings etc.

I think everyone has a different take on the above as everyone's risk & return appetite is different. I would say their past & current experience will also have a factor on their decision on what to do.

Haha.  Seems like their trees will mature in Fy17 18. Maybe can  revisit by then

My sifu has speaking....

Big money awaits those who do not simply scratch backside.

For Padini investors...

https://forum.lowyat.net/topic/3730994

LOL!

Exactly!

Companies like this have warehouse sales all the time...

and what's a warehouse sale?

clear stock, isn't it?

when they clear stock, does it mean the company is going to make tons of money?

Tips are.... 3 sen many also got!

Most of them wins you a free call to you....

so that you can book them the ticket to Holland...
pssst... can you the similarity in most of these stocks?

the chart.....

might look interesting for some....


but....

if you look at it on a multi year time frame below....

you really need to ask the daftest question....

why out of so many stocks, why insist on this one?

Parkson still in his portfolio?

Hehe.... I know no Uncle Sam...

I know Auntie May Kim.
err.... you can see....

err....

from optimistic perspective... they are consolidating at near the highs.... all like waiting to breakout....

from pessimistic perspective.... they are all near the highs...too high already.... all no more power to push higher....
so which poison camp are you in?