QUOTE(foofoosasa @ Oct 21 2015, 12:42 PM)
why all talking about indo company and sg company one 
? AM I in the right thread ? 
Yousomuchcomplaincomplain.... ? AM I in the right thread ? Traders Kopitiam! V8
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 Oct 21 2015, 12:47 PM
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All Stars
15,942 posts Joined: Jun 2008 
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Oct 21 2015, 12:49 PM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Suicidal Guy @ Oct 21 2015, 12:39 PM) How about bumitama? Last time someone posted a comparison with first resources and conclusion was bumitama is good too.. Yes bumitama is good too.. but the PE ratio is higher.. |
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Oct 21 2015, 12:50 PM
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3,482 posts Joined: Sep 2007 
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QUOTE(Boon3 @ Oct 21 2015, 12:47 PM) Yousomuchcomplaincomplain.... watcando?poorfagonlybuylocalstock |
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Oct 21 2015, 12:51 PM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Boon3 @ Oct 21 2015, 12:45 PM) USD is not plunging....again. USD up.. CPO price up too... heheheheheheheh |
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Oct 21 2015, 12:52 PM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(foofoosasa @ Oct 21 2015, 12:50 PM) watcando?poorfagonlybuylocalstock Who say so.. your HK stock dun count ah? |
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Oct 21 2015, 12:52 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(gark @ Oct 21 2015, 12:51 PM) USD up.. CPO price up too... heheheheheheheh You seducing the wrong fella. |
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Oct 21 2015, 12:53 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(gark @ Oct 21 2015, 12:52 PM) Who say so.. your HK stock dun count ah? Ouch!Pot broken! |
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Oct 21 2015, 12:53 PM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Boon3 @ Oct 21 2015, 12:52 PM) You seducing the wrong fella. |
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Oct 21 2015, 12:54 PM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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Hmm sushi twins got some action today...
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Oct 21 2015, 12:59 PM
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3,482 posts Joined: Sep 2007
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QUOTE(gark @ Oct 21 2015, 12:52 PM) Who say so.. your HK stock dun count ah? now buy HK/US stock also no tempting one.earn myr buy those stock, though the stocks there drops 25-30%, currency up 30%...end up actually if using myr to buy no bargain one. if earn usd and have a lot of usd saving  ....good lo   |
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Oct 21 2015, 01:16 PM
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16,872 posts Joined: Jun 2011
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QUOTE(foofoosasa @ Oct 21 2015, 12:41 PM) so many reits one your portfolio Padini yield gooding, quite defensive earnings Padini good meh? I gave up your Taan already, after holding few days, read the financial report and news...hmm involved in timber business the main reason I don't like maybe I see not much future in timber business la, all political linked one taib related  .somemore director always got negative news involved in money laundering TaAnn? Its the timber business that attracts me to it. CPO + timber...2 good resources recurring income  |
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Oct 21 2015, 01:20 PM
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1,389 posts Joined: Apr 2009
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QUOTE(Pink Spider @ Oct 21 2015, 01:16 PM) Padini yield gooding, quite defensive earnings dunno their yield sustainable or not. looks gooding all the time though |
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Oct 21 2015, 01:29 PM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Pink Spider @ Oct 21 2015, 01:16 PM) Padini yield gooding, quite defensive earnings Last I heard... raw timber and veneer is losing money one.. TaAnn? Its the timber business that attracts me to it. CPO + timber...2 good resources recurring income This post has been edited by gark: Oct 21 2015, 01:29 PM |
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Oct 21 2015, 01:29 PM
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Senior Member
3,482 posts Joined: Sep 2007
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QUOTE(Pink Spider @ Oct 21 2015, 01:16 PM) Padini yield gooding, quite defensive earnings I thought shop like uniqlo and others is threatening padini.TaAnn? Its the timber business that attracts me to it. CPO + timber...2 good resources recurring income But looking back the financial performance, seems still doing good, maybe I overlook the competition issue few years back. Quite undervalued at current price if performance sustained I somehow anti Timber business one will never ever own a timber stock for medium/long term, unless for short term trading la. Maybe I grow up in sabah, which used to be full of timber tycoon  |
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Oct 21 2015, 01:32 PM
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12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(foofoosasa @ Oct 21 2015, 01:29 PM) I thought shop like uniqlo and others is threatening padini. Sandakan used to be called millionaire's town...But looking back the financial performance, seems still doing good, maybe I overlook the competition issue few years back. Quite undervalued at current price if performance sustained I somehow anti Timber business one will never ever own a timber stock for medium/long term, unless for short term trading la. Maybe I grow up in sabah, which used to be full of timber tycoon Now?  |
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Oct 21 2015, 01:36 PM
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Senior Member
3,482 posts Joined: Sep 2007
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QUOTE(gark @ Oct 21 2015, 01:32 PM) Sandakan used to be called millionaire's town... Now? now most of those used to be timber tycoon either migrated to other country or ventured into palm oil business |
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Oct 21 2015, 02:03 PM
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16,872 posts Joined: Jun 2011
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QUOTE(gark @ Oct 21 2015, 01:29 PM) Last I heard... raw timber and veneer is losing money one.. Timber is denominated in USD  |
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Oct 21 2015, 02:07 PM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Pink Spider @ Oct 21 2015, 02:03 PM) Timber is denominated in USD Hehe you hoping to get on the USD freight train.. This post has been edited by gark: Oct 21 2015, 02:10 PM |
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Oct 21 2015, 02:16 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(gark @ Oct 21 2015, 02:07 PM) Hehe you hoping to get on the USD freight train.. USD kuat -TaAnn timber winsCPO price kuat - TaAnn palm oil wins Tell me, how not to love this stock? 5% divvy yield some more. EPF accumulating |
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Oct 21 2015, 02:27 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(gark @ Oct 21 2015, 12:46 PM) KM Loong Wow! Thanks Abang Gark.Johor - 1,093 Ha Sarawak - 10,471 Ha (Plantable only 6,300 Ha, newest venture) Sabah - 11,948 Ha Total Planted Mature - 13,581 Ha Immature - 1,320 Ha Unplanted - 461 Ha Yield : 22.49 tpha - Fair Yield Sabah - CPO Mill - 105 MT FFB/hr Johor - CPO Mill - 100 MT FFB/hr Mills OER - 22.4% - Fair OER Tree Age Immature : 13% Mature : 21% Aging : 66% Notes : No future growth due to lack of plantable reserve land No land to plant means low capex hence high free cash flow Low immature tress, future growth will be low Once Sarawak plantation comes to maturity will lower the yield and OER I saw the info on total planted inside the 2015 AR. But need to spend more time to figure out the rest (which I think some of it are from Statistics, List of Properties and other sections). From their current balance sheet, their cash warchest is huge! Should be easy for them to acquire more land at other states and countries. They give quite a decent dividend yield too. But I agree with you on the growth catalyst part, difficult to see the share price rising above 6 bucks. 3 to 5 should be achievable. Just saw this article TheEdge- KMLoong write-up |
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