I'm looking forward to invest in oil palm shares because oil palm is not like gloves and it will takes years to cultivate for harvest
STOCK MARKET DISCUSSION V150
STOCK MARKET DISCUSSION V150
|
|
Feb 22 2022, 02:40 PM
Return to original view | IPv6 | Post
#1
|
![]() ![]()
Junior Member
192 posts Joined: Feb 2022 |
I'm looking forward to invest in oil palm shares because oil palm is not like gloves and it will takes years to cultivate for harvest
|
|
|
|
|
|
Feb 23 2022, 11:40 AM
Return to original view | IPv6 | Post
#2
|
![]() ![]()
Junior Member
192 posts Joined: Feb 2022 |
|
|
|
Feb 23 2022, 03:47 PM
Return to original view | IPv6 | Post
#3
|
![]() ![]()
Junior Member
192 posts Joined: Feb 2022 |
QUOTE(Boon3 @ Feb 23 2022, 03:39 PM)
Boosted by heavyweight plantation counter. living a world on it's own |
|
|
Mar 2 2022, 11:43 AM
Return to original view | Post
#4
|
![]() ![]()
Junior Member
192 posts Joined: Feb 2022 |
QUOTE(Brico @ Mar 2 2022, 10:21 AM) Its curious to note , Wilmar Int stock have not reacted to the same hike in price as local plantation stocks . Is this an indication local plantation stocks are being goreng-ed or there is something sinister with Wilmar plantation operations? My Guess is that Wilmar is more involved in Downstream instead of Upstream Downstream includes chemical processing to cooking oil. The high price of CPO will cause margin squeeze to downstream business |
|
|
Mar 2 2022, 11:57 AM
Return to original view | Post
#5
|
![]() ![]()
Junior Member
192 posts Joined: Feb 2022 |
|
|
|
Mar 3 2022, 11:41 AM
Return to original view | Post
#6
|
![]() ![]()
Junior Member
192 posts Joined: Feb 2022 |
|
|
|
|
|
|
Mar 3 2022, 02:15 PM
Return to original view | Post
#7
|
![]() ![]()
Junior Member
192 posts Joined: Feb 2022 |
|
|
|
Mar 3 2022, 05:33 PM
Return to original view | Post
#8
|
![]() ![]()
Junior Member
192 posts Joined: Feb 2022 |
QUOTE(Brico @ Mar 3 2022, 04:57 PM) If Wilmar is in both markets Upstream and Downstream. This is good thing right? This gives them an option to choose to focus Financial gains either from upstream rather than downstream financial gains. End result they should be in a very comfortable financial position, even if it's Cost push inflation because they are an integrated producer. In my opinion, only upstream will benefit from this riseSo technically Wilmar should be rocketing like counterparts here. I do not have Wilmar stocks . Am trying to learn how to think analytically. YKA and Adani is Wilmar's largest Subsidiary/Share holder serving China and India They can't hike their price 2X as CPO price has already doubled. The government simply won't allow this to happen Same goes to KLK. Although their upstream is larger than their downstream, their profit will not be increase much as compared to pure upstream players eg: SOP, Sarawak Plantation, GenP...etc etc They have their down downstream sector to be taken care off |
|
|
Mar 7 2022, 12:05 PM
Return to original view | Post
#9
|
![]() ![]()
Junior Member
192 posts Joined: Feb 2022 |
|
|
|
Mar 7 2022, 12:51 PM
Return to original view | Post
#10
|
![]() ![]()
Junior Member
192 posts Joined: Feb 2022 |
QUOTE(ChAOoz @ Mar 7 2022, 12:10 PM) As long as you are in the market during a correction/bear/crash phase all stocks are affected. Just the degree of value lost and time needed to recover is different. If you dont pay for over valued item, im sure they will just do fine in 5 or 10 years, they could even take a bear phase to consolidate and do buy backs if they are defensive enough. QUOTE(statikinetic @ Mar 7 2022, 12:29 PM) Yes the do. But it is not an issue with my investment horizon as defensive stocks tend to do well in the long run. I'm not sure whether counter like TNB, TM and Maybank can continue to give out nice dividend in the future if more and more company are not able to service their loans and Manufacturers stop work due to no demandTheir only problem is nobody wants to get rich slow. Tech stocks pluging has people questioning what is wrong with these stocks now. There is nothing wrong with Tech stocks per se. In my opinion, their valuation went through the roof last year and this is an eventual correction. |
|
|
Mar 8 2022, 01:37 PM
Return to original view | Post
#11
|
![]() ![]()
Junior Member
192 posts Joined: Feb 2022 |
QUOTE(John00 @ Mar 7 2022, 06:04 PM) I've heard a lot of comments about bursa similar to this. What does it mean actually? Supply and DemandEven Malaysian does not participate in bursa? So when big investors are gone, nobody left? How come eh? If no buyers, Traders will not be interested to trade. However i believe that as long company produce good earnings and issue nice juicy dividends, People will still come in and buy |
|
|
Mar 14 2022, 11:28 AM
Return to original view | Post
#12
|
![]() ![]()
Junior Member
192 posts Joined: Feb 2022 |
QUOTE(Boon3 @ Mar 12 2022, 11:19 AM) Air Asia is in a big mess now, and the mess will grow biggerRaising oil price Super competitive on food delivery and E-hailing ride Huge debt But if Air Asia go bust, that doesn't do good for poor citizen like us who depends on cheap air flight. Sigh |
|
|
Mar 15 2022, 09:36 AM
Return to original view | Post
#13
|
![]() ![]()
Junior Member
192 posts Joined: Feb 2022 |
|
|
|
|
|
|
Mar 15 2022, 10:02 AM
Return to original view | Post
#14
|
![]() ![]()
Junior Member
192 posts Joined: Feb 2022 |
QUOTE(statikinetic @ Mar 15 2022, 09:44 AM) No problems. We're all here to contribute our point of view. Air Asia is already trying to compartmentalize any damage from it's troubled airline business by rebranding it into some sort of conglomerate holding compnay where airlines is just one business. There is their 'super app' and whatnot coming up. So if their airline implodes, hopefully it doesn't sink the entire company. Borders are re-opening and people are starting to book flights. But that alone cannot help to sustain the loan repayment. QUOTE(Boon3 @ Mar 15 2022, 09:52 AM) And there were many overlap between Buffett and the writings of Livermore, the stock operator. One of it was this passage from that century year old book: If portfolio already drop 50%, wise to cut loss at this point?“It never was my thinking that made the big money for me. It always was my sitting. Got that? My sitting tight! It is no trick at all to be right on the market. You always find lots of early bulls in bull markets and early bears in bear markets. I’ve known many men who were right at exactly the right time, and began buying or selling stocks when prices were at the very level which should show the greatest profit. And their experience invariably matched mine–that is, they made no real money out of it. Men who can both be right and sit tight are uncommon.” And isn't that reflected on what Buffett does? Personally, I believed Buffett too learned a lot too from that book. And yes... you really need an exit strategy. |
|
|
Mar 15 2022, 12:59 PM
Return to original view | Post
#15
|
![]() ![]()
Junior Member
192 posts Joined: Feb 2022 |
QUOTE(Boon3 @ Mar 15 2022, 10:13 AM) doesn't matter SuperApp makes money or not... the listing of the SuperApp is the one and only target.... (which for me, is a do or die!) Unless they get license for digital bank, but doubt they can obtain based on their financial health |
|
|
Mar 16 2022, 04:38 PM
Return to original view | Post
#16
|
![]() ![]()
Junior Member
192 posts Joined: Feb 2022 |
QUOTE(ChAOoz @ Mar 16 2022, 02:37 PM) Thanks. On my investment I have lost a big chunk of my capital playing with china stock that really sucks. But as long as you go long, if the thesis is right now just have to wait. Lucky for you today dude. BABA and Tencent on strong reboundI will sell out if i see the things im tracking is not and will not be happening. Such as failed international expansion by alibaba. Drop in hit games and metaverse adoption from tencent. Medufsaid liked this post
|
|
|
Mar 17 2022, 09:50 AM
Return to original view | Post
#17
|
![]() ![]()
Junior Member
192 posts Joined: Feb 2022 |
Raising tide lift all boats
Tech counter looks pretty strong |
|
|
Mar 17 2022, 10:26 AM
Return to original view | Post
#18
|
![]() ![]()
Junior Member
192 posts Joined: Feb 2022 |
|
|
|
Mar 17 2022, 11:15 AM
Return to original view | Post
#19
|
![]() ![]()
Junior Member
192 posts Joined: Feb 2022 |
QUOTE(Boon3 @ Mar 17 2022, 10:54 AM) » Click to show Spoiler - click again to hide... « This was in my radar for quite a time Their earnings is capable to support their dividend payout. Current Yield is about 5% which is pretty good No debt so it can withstand any downturn/slow sales I'm comparing this between Inari and UWC, of cause both the latter are more expensive and a riskier bet to take |
|
|
Mar 18 2022, 08:48 AM
Return to original view | Post
#20
|
![]() ![]()
Junior Member
192 posts Joined: Feb 2022 |
QUOTE(Boon3 @ Mar 17 2022, 12:30 PM) » Click to show Spoiler - click again to hide... « |
| Change to: | 0.0999sec
0.71
7 queries
GZIP Disabled
Time is now: 3rd December 2025 - 12:29 PM |