Queuing at uniqlo changing room...to get some action

there is the third type: people who earn money like boon

lai lai want tipsy?

high risk tips:
http://www.themalaysianinsider.com/malaysi...r-lrt-3-project
stock in focus: GKENT, MRCB

medium risk tips:
http://www.themalaysianinsider.com/busines...m-japan-in-fy15
stock in focus: Hevea

low risk tips:
http://www.reuters.com/article/2015/09/04/...N0R500520150904
stock in focus: Gtronic, SAM, VItrox, Inari

*not responsible for any loses for the above advise

I do only own hevea currently

Hahaha! Don't want. I want those not politically affected one.

Sold off digi because I felt price is quite volatile which is not justifiable. Other blue chip stock don't fluactuate like that

Stupid comment like that piss me off u still go reply.

Ask him go see some of the politically linked stock. Those sitting on huge cash one. See what happen. Ask to buy asset.

Ignorant.

Thanks abg gark. seems like abg boon de wood still hotter haha.

Not sure how does yield affects profit, but let me try First Res:

Neutral
El Nino - apparently strongest since 97-98 - drives CPO prices but reduces production

Pros
10% yearly production growth
Mostly young plantations which will likely recover from El Nino faster
Stronger CPO prices both due to El Nino and weak ringgit
Weaker IDR. Based on AR, every 10% increase in USD/IDR increase PBT by 7mil

Fair Value
1. Since net profit mainly contributed by CPO so ignore FFB and refinery
2. 1Q & 2Q profit about 30m per Q
3. Historically 2H production is about 1.4 of 1H
4. CPO price increased from RM2k to RM2.4k per ton - 20% increase which will directly increase 4Q profit by 20%
5. Assume CPO prices remains at RM2.4k throughout end of the year. Offsetting further increase in CPO prices with lower 4Q production due to El NiNo

So FY15 profit estimate = 30 + 30 + 30 * 1.4 + 30 * 1.4 * 1.2 = 152m
i.e. EPS USD 10cents or SGD 14cents. Assuming PE12, fair value is SGD $1.70?

So FY16 profit estimate = 152m * 10% growth * 20% CPO price increase (RM2.4k average in FY16) = 200m
i.e. EPS SGD 19cents. Assuming PE12, fair value is SGD $2.30?

Current price already $1.70. So questions is whether CPO price can average at RM2.4k entire FY16?