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 Traders Kopitiam! V8

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SUSPink Spider
post Oct 21 2015, 10:30 AM

Formerly known as Prince_Hamsap
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QUOTE(gark @ Oct 21 2015, 10:25 AM)
First Resources... tongue.gif
*
cilaka...I searching hi and low at Bursa...not found

rupanya SGX stock mad.gif
SUSPink Spider
post Oct 21 2015, 10:50 AM

Formerly known as Prince_Hamsap
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QUOTE(gark @ Oct 21 2015, 10:42 AM)
Lol.. you did not specifically say KLSE stock mar.. tongue.gif

If KLSE got no bargain liao.. good plantation like Genting plant and TSH is selling PE >20x  sweat.gif
*
WTK...quite young trees...PE less than 10 hmm.gif
SUSPink Spider
post Oct 21 2015, 10:59 AM

Formerly known as Prince_Hamsap
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QUOTE(gark @ Oct 21 2015, 10:52 AM)
Issit.. how young is young .. and how many ha left to plant?  tongue.gif

Edit : Checked WTK is based in Sarawak.. sorry no touch Sarawak plantations...  tongue.gif

Edit 2 : You noticed or not.. almost all sarawak based plantations are selling at low PE...  brows.gif
*
Pek Moh? tongue.gif
SUSPink Spider
post Oct 21 2015, 11:05 AM

Formerly known as Prince_Hamsap
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QUOTE(gark @ Oct 21 2015, 11:02 AM)
Peat soil ...  tongue.gif
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I dunno all these stuff blush.gif

I only know analyse financials

I still prefer Ta Ann over WTK

But my friend hard selling WTK hmm.gif
SUSPink Spider
post Oct 21 2015, 11:27 AM

Formerly known as Prince_Hamsap
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QUOTE(gark @ Oct 21 2015, 11:09 AM)
Peat soil cost more $$$ to plant (stripping, drainage), cost more to maintain (soil conditioning & fertilizer use), damaging to environment (due to massive green house gas release) and have lower palm oil yield. Also CPO from peat soil plantation is selling below actual price due to RSPO ban. Prominent companies like Wilmar, Nestle, Unilever will not buy oils from peat soil plantations. Environmental friendly fund manager wont touch it either.. 

So Higher fixed cost, higher variable cost & lower revenue = less margin compared to other planters

Add in less support from institutional... (especially foreign)..  wink.gif
*
omai cry.gif
SUSPink Spider
post Oct 21 2015, 01:16 PM

Formerly known as Prince_Hamsap
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QUOTE(foofoosasa @ Oct 21 2015, 12:41 PM)
so many reits one your portfolio  tongue.gif

Padini good meh? hmm.gif

I gave up your Taan already, after holding few days, read the financial report and news...hmm

involved in timber business  hmm.gif the main reason I don't like  tongue.gif

maybe I see not much future in timber business la, all political linked one taib related  brows.gif .

somemore director always got negative news involved in money laundering sweat.gif
*
Padini yield gooding, quite defensive earnings

TaAnn? Its the timber business that attracts me to it. CPO + timber...2 good resources recurring income thumbup.gif
SUSPink Spider
post Oct 21 2015, 02:03 PM

Formerly known as Prince_Hamsap
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QUOTE(gark @ Oct 21 2015, 01:29 PM)
Last I heard... raw timber and veneer is losing money one..  sweat.gif
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Timber is denominated in USD whistling.gif
SUSPink Spider
post Oct 21 2015, 02:16 PM

Formerly known as Prince_Hamsap
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QUOTE(gark @ Oct 21 2015, 02:07 PM)
Hehe you hoping to get on the USD freight train..  tongue.gif
*
USD kuat -TaAnn timber wins
CPO price kuat - TaAnn palm oil wins

Tell me, how not to love this stock? 5% divvy yield some more. EPF accumulating brows.gif
SUSPink Spider
post Oct 23 2015, 02:23 PM

Formerly known as Prince_Hamsap
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Unker gark wanna learn to be chartist now hmm.gif tongue.gif

Oi, wanna go Genting try out your chart-reading skills? laugh.gif
SUSPink Spider
post Oct 23 2015, 03:16 PM

Formerly known as Prince_Hamsap
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Property counters and REITs under my watch list doing strongly today

Goodies from Budget? hmm.gif
SUSPink Spider
post Oct 23 2015, 03:44 PM

Formerly known as Prince_Hamsap
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QUOTE(CP88 @ Oct 23 2015, 03:43 PM)
Abolish RPGT?  tongue.gif
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No! That would cause the comeback of property speculation mad.gif

I prefer...abolish withholding tax on REITs wub.gif

This post has been edited by Pink Spider: Oct 23 2015, 03:44 PM
SUSPink Spider
post Oct 23 2015, 04:23 PM

Formerly known as Prince_Hamsap
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QUOTE(gark @ Oct 23 2015, 03:59 PM)
psssssst... SGX REIT dividend 0% tax..  brows.gif
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tau lar tau lar dry.gif
SUSPink Spider
post Oct 26 2015, 11:39 AM

Formerly known as Prince_Hamsap
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something brewing at Padini hmm.gif
SUSPink Spider
post Oct 26 2015, 11:57 AM

Formerly known as Prince_Hamsap
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QUOTE(tehoice @ Oct 26 2015, 11:42 AM)
happy, no? added more?  icon_idea.gif
*
Padini...until see better clarity in retail sector...dare not top up sweat.gif

But I added more HLIND biggrin.gif
SUSPink Spider
post Oct 26 2015, 12:08 PM

Formerly known as Prince_Hamsap
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QUOTE(tehoice @ Oct 26 2015, 12:04 PM)
you seems very bullish on HL, can i know what is your rationale?
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1. Net cash
2. 5% divvy yield
3. Guocera tiles, fibre cement, roof tiling materials - as long as housing still doing ok, they'll do ok
4. Exports of construction materials as per (3)
5. Stake in its associate, Yamaha Vietnam brows.gif
SUSPink Spider
post Oct 26 2015, 12:53 PM

Formerly known as Prince_Hamsap
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QUOTE(gark @ Oct 26 2015, 12:29 PM)
KLSE  yawn.gif

IDX  icon_idea.gif

» Click to show Spoiler - click again to hide... «

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How much % past 12-months return? biggrin.gif
SUSPink Spider
post Oct 26 2015, 01:10 PM

Formerly known as Prince_Hamsap
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QUOTE(foofoosasa @ Oct 26 2015, 01:06 PM)
rich fat tongue.gif  big market in vietnam  brows.gif

http://www.stuff.co.nz/the-press/opinion/7...rade-agreements

need find more vietnam related counter here  rclxms.gif
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U know what? Almost all Vietmois I know, first thing they do when they go back...is buy a bike rolleyes.gif
SUSPink Spider
post Oct 26 2015, 01:25 PM

Formerly known as Prince_Hamsap
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QUOTE(topearn @ Oct 26 2015, 01:22 PM)
The status symbol in Vietnam ?
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Yes, for the lower-middle income (young) people.

Another status symbol...IPhone sweat.gif
SUSPink Spider
post Oct 26 2015, 03:47 PM

Formerly known as Prince_Hamsap
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QUOTE(river.sand @ Oct 26 2015, 03:28 PM)
How much does Yamaha Vietnam  brows.gif  contribute to its bottom line?

BTW, I remember telling you more Vietnamese will be able to afford cars...
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itu...long way more to go tongue.gif

I forgot...go find RHB research paper on it, got write up

after disposal of HUME Concrete, HLIND is very cash rich...room to hike up divvy payout icon_idea.gif

Some even say...privatisation in the cards? Cos public spread quite low, low volume too. So, this is an investor's stock, not for trading
SUSPink Spider
post Oct 26 2015, 04:34 PM

Formerly known as Prince_Hamsap
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QUOTE(river.sand @ Oct 26 2015, 04:32 PM)
RHB's TP increased from 5.40 to 7.22 from July to August  ohmy.gif

And HLIND's price has also increased from ~5.00 in August to 6.09 now  hmm.gif
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5.40 is TP for short term trading

For fundamentals, they TP it at 7.00+
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