My Trading Adventure

Plantation stocks : Time to invest

CP TEH
Publish date: Sat, 26 May 2018, 01:50 PM
CP TEH
0 2,918
All the writings in this weblog are mainly for PLEASURE reading purposes. I am in NO position to recommend a call(BUY/SELL). Please check with those know-hows before you make a decision. Yes, I am just a learner, with only five years experiences in KLSE. So, please BEAR with me.



TDM (Tun Dr Mahathir) : At low 27cents now, from 72 cents. ex-div and split 1 : 5 previously.

For more fundamental info : go to http://tdm.irplc.com/investor-relations.html

EPS : from positive 1.22 .... to negative 0.17.

During 2008 crash : It was trading at 13-15cents level.


THPlant (TH = Tabung Haji) : closed at 66.5cents ... lower than 2008 crash level (which around 80cents). Is it cheap?

http://www.thplantations.my/ will do some homework and see if worth to invest.


will continue with few more plantation-stocks. Jtiasa, RSawit, TSH ... etc

visit https://cpteh.blogspot.my/ for the update (as it will NOT be refreshed in i3 or other forums).

TEH


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Discussions
Be the first to like this. Showing 16 of 16 comments

probability

first time i see cp came out with a statement....at least smells sensible..kiki

yup...after 100 attempts, 1 time can la..

2018-05-26 15:17

antidebt

Fed will increase the minimum wages limit. Bad for the plantation sector.

2018-05-26 15:24

beso

many -ve factors have yet to price in, i.e min wage, foreign worker levy, new accounting report mfrs9, cpo price downtrend, export down continuously...
oil palm plantation sector outlook is loomy
invest your head, watery brain

2018-05-26 16:48

feimah

Propensity is very low for china to top up additional import from m'sia. Macam mana plantation counter can make big money. So rerating won't happen.

2018-05-26 16:52

ohbeeyee

Pls dont link TDM to Tun M, he has nothing to do with this Terengganu state owned company, which is obviously badly managed, even KWAP is slowly selling down. But it will not go bankrupt,bcause supported by the state, dont see any near-term prospects here.

2018-05-26 20:06

johnny cash

Yes now he is recommending, good for a change

2018-05-26 21:08

minigiant

Plantation stock is like any other sector. It is cyclical. In my case, I am buying when people is selling. Do your homework, when you buy palm oil stock, you are buying their land and asset too.

Dutaland recently sold their land for RM70000/Hektar, but you can buy very well managed oil palm with half the price

2018-05-26 21:39

Flintstones

Plantation sector is fantastic if one could hold beyond 3 years

2018-05-26 21:45

Flintstones

Looking forward to CP Teh sharing his homework. Tq.

2018-05-26 21:46

tonypang

Minigiant n Flintstones any good stock to recommend?

2018-05-26 22:16

jjj88

invest means bet/gamble from CP Teh's perspective lol

2018-05-26 22:28

st0ckraider

lol ... another calvintangeng ... just buy stock at low, and wait the day to come ...

2018-05-27 12:19

cefiro22

For me....Keck Seng (under "Plantation") Best of the Best now..!!

2018-05-27 20:18

SuperBest

thx 4 sharing

2018-05-28 23:56

bulldog

I bet on tdm

2019-04-14 18:58

BillyK

PAS gang can run biz?

2019-04-14 19:44

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