SGD no drop much pon..

Then buy 1 right away lar..950 sqft @ RM 340 K only nia .. CHEAP!

Got more than 140 units for sale..

http://www.propertyguru.com.my/property-li...f=ls|normal|3|1

This post has been edited by gark: Mar 22 2016, 03:19 PM

Nestle.. (wheat flour)

Brewers (Hops & Barley)

milk, sugar... rice...

Basically you see those who crash when USD up that time lah.

This post has been edited by gark: Mar 22 2016, 04:44 PM

RM up.. not good for CPO and timber business

CPO because fighting soybean oil denominated in USD

and timber sell in USD

So more like 1-1-1 = -2

This post has been edited by gark: Mar 22 2016, 04:42 PM

Oops.. 1-1-1 = -1

Oh yeah electrical power too.. cause coal/gas price is in USD .. higher RM = cheaper electricity.

This post has been edited by gark: Mar 22 2016, 04:49 PM

2007 oil price is at super high lar.. so equation terbalik..

Now 2016 oil price still at record low..

I always have CPO stocks in my portfolio.. because I believe there will be one day MY and ID will run out of plant able land.

Malaysia is more or less full, Indonesia will be soon ... after that will left africa and south america, each which has it's host of problems.

This post has been edited by gark: Mar 22 2016, 05:01 PM

Its a new area, and is full of problems and infra is even worse than Indonesia. Felda tried it, Sime Darby tried it, wilmar tried it.. all still not making money there.

Maybe in another 10-20 years lah. IF.. no civil war, genocide or disease outbreak happens..

This post has been edited by gark: Mar 22 2016, 05:26 PM

Haha.. no one ask the question leh..

Takes really long.. not enough time. When I started to invest in IDX and SGX... i end up ignore my MY stocks..

For me I can only manage about 20-30 stocks at most.

Short analysis for Eagle High Plantations (BWPT)

Pro
- Landbank is 450,000 ha (if fully planted will be world No 1)
- Total planted area is 150,000 ha, in which 68% is immature and less than 7 years old.
- Average palm oil age is <5 years old.
- from FY2017-FY2019 onwards about 68,000 ha of young trees will reach prime age, which will double CPO production
- Currently selling price values the company @ $4.4k / PLANTED ha (excluding landbank)
- Contrast this to Wah Seong wanted to invest in Ghana for $4k per ha (before planting)

Con
- Currently loss making for last 2Q due to low palm oil price and very high interest expenses
- Very high debt, very low cash reserve (need to keep borrow to service interest)
- HIGH risk of loan default
- Stopped planting activities since last year due to cashflow problem
- Felda is interested to buy

Disclosure : I have shares in BWPT bought during the downturn late last year

This post has been edited by gark: Mar 23 2016, 11:02 AM

PGAS, INCO, INDF already dumped previously

Holding AISA and BWPT.. bought recently.

SPAC warrant will be useless if they fail to get the QA, it will worth exactly 0.00

Dun fall into this trick.

Get M+ cash upfront account.. brokerage only 0.05%, RM 8 min.

Or. Amivest cash upfront .. 0.035%.. but heard got admin fees.

Newbie better play with cash upfront account, less chance of 'mistake' and kena force sell..

This post has been edited by gark: Mar 23 2016, 03:04 PM

What this tetek company do?

Hmm lets go look see first..


...


...


Goreng stock.. negative earnings.. dun want..

This post has been edited by gark: Mar 23 2016, 03:25 PM

Got enough OnG already.. now waiting for price up only..

What this mean mr accountant.. lazy to search ..



looks like this..



The highlighted part does not sound too favorable.

If exclude this, ok lah the performance $14 mil before tax.

But I see although NAV is high, but most in fixed assets and stocks. Debt is quite high compared to cash holding too.

A lot of steel factories already lingkup in Indonesia, it is cheaper to buy from china rather than manufacture themselves. Maybe malaysian got protection lah..

This post has been edited by gark: Mar 23 2016, 04:19 PM

Always need to balance the portfolio mar.. cannot all dump into 1 basket.

OnG about 20% lar..

I have a set rule.. ANY 1 stock must not exceed 10% of TOTAL holdings. No matter how good the story, how good the potential profits.

This is a protection against, IF you are wrong, a concentrated bet will destroy your portfolio.

Of course, many time got 'sam yuk yuk' damm why did not buy more when price shoot up. But I have see the opposite as well, 'lucky did not buy more, whew'. So it has served me well over the years.

This post has been edited by gark: Mar 23 2016, 04:30 PM

Sure kah.. last i heard china is still dumping steel...

As Yuan devalue more, the dumping will be even more ganas..

Steel price chart.. no rebound yet..

http://www.tradingeconomics.com/commodity/steel

Iron ore chart, some rebound since Jan.. which means higher demand. But you look at 2015.. is still range bound

http://www.tradingeconomics.com/commodity/steel

More info on china steel..

http://www.bloomberg.com/news/articles/201...n-steel-exports

This post has been edited by gark: Mar 23 2016, 04:40 PM