CPO...apasal my Ta Ann kaboom then?

While we expect Ta Ann to benefit from the higher CPO price environment and its FFB growth trajectory, this would be offset by the rising risk of MYR/USD trend reversal as well as lower log and plywood prices

CPO...apasal my Ta Ann kaboom then?

Any counters that imports raw materials?

I think of Carlsberg

1+1-1=1

So, neutral on Ta Ann?

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 

Nestle..  (wheat flour)

Brewers (Hops & Barley)

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

LOLOLOLOLOLOLOL
Unker, kau ni engineer? I dare not stay in a structure built by u
Nestle Carlsberg already at peak of their recent chart

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 

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

actually i was thinking this is true since last time during 2007, USD climb to 3.7.. CPO price soar like crazy.

But last year until now, 1 USD reach to RM 4, oil price crashed causing soya bean price crashed too, which cause CPO drop in price since it is highly correlated to soya bean.

Guess it is all about crude price oil then . 

more like 1+0-1 to me 

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.

What do you think about waseong planting palm oil trees in congo?

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

Aiya. After it rallied and the 1st on the top gainers only you mentioned. 

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.

Actually, just wondering how much time and do you spend on analysing your current and new/prospective stocks in MY, SG, ID and in US plus all the other ETFs, Bonds, FDs and other instruments that u invest in plus keeping up to-date on the status of your overall investment portfolio.

Really curious to know as I'm considering investing in SG and US stocks later this year or next. But MY stocks already quite a handful. Currently covering about 32 stocks, planning to increase it to  say 60 by end of this year. Monitoring on the price movement for some stocks prolly about 100.

For me the tough part is:
a. doing the initial ground work - research and familiarising with the industry. Depending on how detail I go, can take a full day to a couple of days.
b. updating the overall portfolio and watchlist - on news, fundamentals, charts etc. Can take a few days to wrap up everything. @_@

CPO...apasal my Ta Ann kaboom then?

CPO...apasal my Ta Ann kaboom then?