Welcome Guest ( Log In | Register )

4 Pages  1 2 3 > » Bottom

Outline · [ Standard ] · Linear+

 STOCK MARKET DISCUSSION V150

views
     
thkent91
post Feb 22 2022, 02:40 PM

Getting Started
**
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
thkent91
post Feb 23 2022, 11:40 AM

Getting Started
**
Junior Member
192 posts

Joined: Feb 2022
QUOTE(jvcpcv55 @ Feb 22 2022, 11:08 PM)
if soya oil production surges, the palm oil prices will go south.
*
Soya oil production not looking great too due to bad weather condition

Just thinking if i were to look at chart, most oil palm company has already move up at least 20-30% from their lowest point
thkent91
post Feb 23 2022, 03:47 PM

Getting Started
**
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 thumbsup.gif
thkent91
post Mar 2 2022, 11:43 AM

Getting Started
**
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
thkent91
post Mar 2 2022, 11:57 AM

Getting Started
**
Junior Member
192 posts

Joined: Feb 2022
QUOTE(greyPJ @ Mar 1 2022, 10:49 PM)
Its Probably Overvalue.
*
It's way overvalued, but doesn't mean it can be more overvalued later.

Like Mr DIY. what a (disastrous) wonder in the making if they do not expand overseas
thkent91
post Mar 3 2022, 11:41 AM

Getting Started
**
Junior Member
192 posts

Joined: Feb 2022
QUOTE(icemanfx @ Mar 3 2022, 09:52 AM)
Wilmar is one of the world’s largest oil palm plantation owners with a total planted area of 232,053 hectares (ha) as at 31 December 2020.

*
Yes. They have upstream as well as downstream. But their downstream business is bigger
thkent91
post Mar 3 2022, 02:15 PM

Getting Started
**
Junior Member
192 posts

Joined: Feb 2022
QUOTE(icemanfx @ Mar 3 2022, 12:55 PM)
If gp margin remain unchanged, higher cruel palm oil price mean fatter downstream profit.
*
Unlikely cooking oil price are allowed to increase. Governments around the world have the obligation to prevent hyperinflation on food
thkent91
post Mar 3 2022, 05:33 PM

Getting Started
**
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.
So technically Wilmar should be rocketing like counterparts here. I do not have Wilmar stocks . Am trying to learn how to think analytically.
*
In my opinion, only upstream will benefit from this rise

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
thkent91
post Mar 7 2022, 12:05 PM

Getting Started
**
Junior Member
192 posts

Joined: Feb 2022
QUOTE(ChAOoz @ Mar 7 2022, 11:30 AM)
Dont fight the fed, and feds not doing anything they already got hand full on their inflation problem.

So no V shape, no bottom fishing. Pile into defensive counter and just cruise through it.
*
Defensive counter can also drop too
thkent91
post Mar 7 2022, 12:51 PM

Getting Started
**
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.
Their 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.
*
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 demand
thkent91
post Mar 8 2022, 01:37 PM

Getting Started
**
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?
Even Malaysian does not participate in bursa? So when big investors are gone, nobody left? How come eh?
*
Supply and Demand

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
thkent91
post Mar 14 2022, 11:28 AM

Getting Started
**
Junior Member
192 posts

Joined: Feb 2022
QUOTE(Boon3 @ Mar 12 2022, 11:19 AM)
And then... the Super App.

14 days for a refund? Is it really that bad?

user posted image
*
Air Asia is in a big mess now, and the mess will grow bigger

Raising 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

thkent91
post Mar 15 2022, 09:36 AM

Getting Started
**
Junior Member
192 posts

Joined: Feb 2022
QUOTE(statikinetic @ Mar 14 2022, 08:53 PM)
Cheap flights. Favourite milk brand. Who knows how long the list will be.
*
Don't get me wrong,

I'm just stating the cause and effect if Air Asia really bungkus down the road

The Milk Brand, so many out there. Less one brand will not do any effect on consumer
thkent91
post Mar 15 2022, 10:02 AM

Getting Started
**
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.
*
My guess will be the super app will fall first.

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:

“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.
*
If portfolio already drop 50%, wise to cut loss at this point?
thkent91
post Mar 15 2022, 12:59 PM

Getting Started
**
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!)

wink.gif
*
If it does not make money, how can they service their loans? Who cares, they can't be sued for bankruptcy, it will just make matters worse. Minority Shareholders will be the biggest loser

Unless they get license for digital bank, but doubt they can obtain based on their financial health
thkent91
post Mar 16 2022, 04:38 PM

Getting Started
**
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.

I 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.
*
Lucky for you today dude. BABA and Tencent on strong rebound
thkent91
post Mar 17 2022, 09:50 AM

Getting Started
**
Junior Member
192 posts

Joined: Feb 2022
Raising tide lift all boats

Tech counter looks pretty strong
thkent91
post Mar 17 2022, 10:26 AM

Getting Started
**
Junior Member
192 posts

Joined: Feb 2022
Anyone can comment on GLOBETRONIC 7022

On a long chart it hit triple bottom

user posted image

Fundamental wise. Debt free and so far no loss reported last 10 years.

FA and TA looks good
thkent91
post Mar 17 2022, 11:15 AM

Getting Started
**
Junior Member
192 posts

Joined: Feb 2022
QUOTE(Boon3 @ Mar 17 2022, 10:54 AM)
» Click to show Spoiler - click again to hide... «
Thanks for your input.
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

thkent91
post Mar 18 2022, 08:48 AM

Getting Started
**
Junior Member
192 posts

Joined: Feb 2022
QUOTE(Boon3 @ Mar 17 2022, 12:30 PM)
» Click to show Spoiler - click again to hide... «
Alright. Thank you for the input. Looks like the strong balance sheet of a company is not so important to look. It's the forward PE that counts


4 Pages  1 2 3 > » Top
 

Change to:
| Lo-Fi Version
0.0999sec    0.71    7 queries    GZIP Disabled
Time is now: 3rd December 2025 - 12:29 PM