You want CHEAP, but FAST GROWTH and DIV yielding stock..

If you got lobang where to get some, let me know also..

This post has been edited by gark: Mar 17 2017, 04:09 PM

If Carlsberg AGM.. is free flow drinking during AGM.... and give you RM40 voucher to buy beer to take home..

Dunno got employ bouncer or not for this AGM ... too many drunk shareholders

KLSE AGM door gift list here (not complete)..

https://durian.runtuh.com/t/what-are-the-fr...lse-fbmklci/333

http://bursadoorgifts.tumblr.com/

http://dividendmagic.com.my/category/agm/doorgift-goody-bag/




Your AA very generous give RM 500 voucher.. (minimum 1k shareholding)

This post has been edited by gark: Mar 17 2017, 06:16 PM

I have note research GCB before.. if it is a chocolate derivatives manufacturer/trader, then it will benefit from contango IF the price of cocoa products has been rising from the previous quarter.

*Update*.. now I know why the selloff occurs.. does not look good, only saving grace is USD counter

http://www.cnbc.com/2017/02/05/cocoa-price...-chocolate.html



If you are really interested, wait for it to break above $2100 and uptrend confirmed on cocoa prices.



This post has been edited by gark: Mar 20 2017, 10:29 AM

If contract is going up in prices, means better news for GCB, but next QR is not going to be nice.

This post has been edited by gark: Mar 20 2017, 10:33 AM

This is how contango works.. it works for all commodity intermediate business (ie those who dont produce raw materials nor finished goods). Cocoa beans ->cocoa butter/mass -> chocolate consumer products

Lets imagine that the cocoa products is falling continuously for 3 months..

If you are a farmer/plantation.. you sure lose money, as your products matures and you cannot sell at good price. This one is easy peasy.

If you are a intermediate producer, you must have some existing raw material in your factory and some existing finished good at warehouse. If the price of cocoa products fall continuously what will happen?

The raw materials you bought last time is much higher priced than current raw materials. Oops no 1.

The finished goods you have in your warehouse is produced using higher priced raw materials, and now the price is lower. So you will make less margin. Opps no 2.

Continuously getting Oops no 1 and Opps no 2, when ever they buy raw materials will be unsustainable.. for the profit

If you are a consumer goods manufacturer, your intermediate product cost are getting lower each day, but those consumer products price is static, so you earn more.

So GCB is more of a intermediate producer although they have some manufacturing of consumer goods. Depend which one is higher percentage of sales. Unless of course if they hedge their cocoa prices (provided they hedge the product and not the raw materials, then results will be better, if they hedge the raw materials at higher price, then double kaboom)

This works in reverse as well, look at how Petron benefit hugely from a reverse contango recently (oil price going up)

This post has been edited by gark: Mar 20 2017, 10:53 AM

Means confirmed.. intermediate producer..

Now you can open annual report and check their hedging.. see got kaboom or not

Oil up.. logistics up...



This post has been edited by gark: Mar 20 2017, 11:21 AM

Yes already recommend Pmetal several weeks back.. next Q report confirm sui sui

Not sure this forum or traders forum.. You can see the analysis there..

However price has gone up so much... so dunno still can enter or not.

This post has been edited by gark: Mar 20 2017, 12:02 PM

Got.. just google oil price ka, aluminium price ka, gold price ka...

Use uncle google ler..

Apa meaning.. dont understand ler..

Actually it is news that Alibaba confirm open REGIONAL distribution warehouse near KLIA. This will benefit all logistics company.. if jadi.

http://www.thestar.com.my/news/nation/2017...ub-in-malaysia/

This story can or not?

Must be itu spider.. sudah intoxicated already...

Why so cute one.. Got cat picture..

Which one has good connection and existing warehouses in China will be most likely winner.

Ini alibaba.. indochina gudang tarak guna.

Sure no other logistic company with more cable at china?

That one is nuts.. i think will drop back soon. Signs of market too hot is coming.

Unloaded tiger bank at 9 today, get some profit first. Will start unloading other stocks too gradually

This post has been edited by gark: Mar 21 2017, 06:17 PM

I exit when i see some stocks are over valued.. some i still keep. And some i sell because i have better fish to fry.

Sell tigerbank.. move to another stock..

Pick the one who will make more profit next year than this year.

Same industry does not mean same business focus. Rough look i can see big difference in each counter.

This post has been edited by gark: Mar 26 2017, 02:50 PM