Jonathan Keung

Keongsiew | Joined since 2012-03-28

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Stock

2016-11-28 10:26 | Report Abuse

biggest dissapointment. CPo hit > $ 3,050 { 3 years high}. Fgv down to the bottom at < $1.50. what ssy you PM or umno minister

News & Blogs

2016-11-17 16:45 | Report Abuse

Donald the wall builder will proceed with his great wall empire. Ego and good for business

Stock

2016-11-17 15:03 | Report Abuse

Khairy is young & ambitious (eager to get in the limelight ) what better ways " champion of UMNO " against Bersih and walk with his supporters

News & Blogs

2016-11-16 11:25 | Report Abuse

cost of production against selling price is the barometer ( not blanket comparison ). FGV is big but the cost of production ( ageing trees ) is a drag of their profit. UP is small but the cost of production is low. small co's is not a fair comparison against their biggest peers. this is my personal take on the above

Stock

2016-11-15 14:59 | Report Abuse

expect ringgit to drop. but never expect the jittery on Monday. ringgit traded as high as high 4.55 to a dollar. CIMB expects possibilities of ringgit down to 4.80 in the forecast. plough into FGV ( CPO touch RM 3,000 per tonne) but FGV drop below RM 1.90

Stock

2016-11-15 14:55 | Report Abuse

Yup. still holding 20K . my risk level for this counter. Thanks wahahaha

News & Blogs

2016-11-15 14:53 | Report Abuse

there is no magic formula . it's your own risk APPETTIE. again i repeat my favourite mantra. never over trade or overcommit. sell house or sell car etc

Stock

2016-11-15 14:51 | Report Abuse

Yup. when everybody jump ship. time to buy but unforunately myself also has no balls or nerve of steel. Wait and see ( hopefully not the hokkien word ) Cheers everybody

News & Blogs

2016-11-15 14:47 | Report Abuse

I still things investing Big in Indonesia carries risk. too small to absorb any unforseen hiccups.unlike IOI, KLK or Sime (Guthrie) this is my personal view

Stock

2016-11-15 14:44 | Report Abuse

credit must be given to Izam for doing this. whether TS mark up or down is another story.

Stock

2016-11-15 14:36 | Report Abuse

no bullets to shoot. if not will buy more TS shares. KLCI drop 70 points ( 1675 to 1610 ) everycounters got a bashing. hopefully with the DJ hitting the sky and our ringgit stablishing. sentiments will improve

Stock

2016-11-15 14:32 | Report Abuse

sighted their factory ( when i drove past ) everything still look ok. business as usual.Izam! keep us posted. thanks

News & Blogs

2016-11-14 11:41 | Report Abuse

China yuan may see a repeat of the Japanese Yen where revaluation will spike up the Yuan against USD making it a more pricey for their exports

Stock

2016-11-11 12:31 | Report Abuse

price drop until myself also cannot see which way to go. try take a cab in Bangkok. driver says no ringgit only accept SGD or USD

Stock

2016-11-11 10:38 | Report Abuse

ringgit new low against usd. 4.55 to a dollar ( good for CPO exports but bad for people )

Stock

2016-11-10 15:38 | Report Abuse

ringgit lower against USD at 4.26. CPO price surge > RM 2,900 . Good for FGV and other CPO producers

Stock

2016-11-09 17:15 | Report Abuse

ring. Trump says he don't play golf. now ah jib needs to plays ping pong

Stock

2016-11-09 17:13 | Report Abuse

ringgit is going to be hit by usd. Trump says he will make America great. compete with China ( and now Malaysia has sided with China ) and ring timing for ah jib

News & Blogs

2016-11-09 14:15 | Report Abuse

Write a comment..Trump 244 Vs Clinton 215

Stock

2016-11-09 09:00 | Report Abuse

the 2 lines closed down are manned by contractual workers ( F/workers ) utilised by their JV partners and not workers employed by TS in Penang

Stock

2016-11-08 17:10 | Report Abuse

if USD continue the upward momentum (if Fed raise their rates in Dec ) expect more volaility. Clinton may ask Fed to delay any hikes in Dec until the economy is on more solid footings.

Ex[port from emerging countries ( commodities and electronics ) will be beneficial, exports denominated in USD but raw supplies in ringgit. consumer products or CKD packs will be price higher

Stock

2016-11-08 17:05 | Report Abuse

contra kaki kena contra last round. genuine buyers holding FGV

Stock

2016-11-08 16:24 | Report Abuse

Clinton odds on favourite. US stocks rally spillover effect to all markets. Feel good momentum. When USD strenghtens and Ringgit weakens. Good for businessmen exporting products ( but bad for people )

Stock

2016-11-08 16:17 | Report Abuse

BMD CPO price > RM 2,860 per tonne (Jan 2017). undertones bullish . Yesterday + RM 55 ( 7/11) . Today up RM 66 . GE 14 election ( possible in March 2017 ) FGV shares sharp drop from RM 2.50 to RM 1.95. Tabung Haji & KWAP buying & supporting FGV when market turned upon news of a steering committies ( proposal ). what for market to trend back > 2.50

Stock

2016-11-04 11:56 | Report Abuse

ECRL 100% financed by China. 1-7 years need not paid anything. HSRL ( JV between Singapore and Malasyia ) . Open tenders. ECRL directly under EPU Unit (PM Office )

Stock

2016-11-02 11:11 | Report Abuse

Yup. 2.40 only around late September. now everyday new low. currency 4.19 unchanged. fundamentals also no drastic changes. but share price !

Stock

2016-11-02 11:07 | Report Abuse

FGV sandwiched between political power plays. uncofirmed reports and corporate resturucturing hurting FGV. Cooking oil price up. CPO price holding up. Now we have news on Eagle high debt papers. Steering committie rumours. who to believe ? behind the scene who knows what's going on

Stock

2016-11-02 10:51 | Report Abuse

this is bad for FGV . sharp drop below 1.91 ( CPO holding steady $2,7oo ) the so called steering proposal (despite Zakaria outright denial )

Stock

2016-10-31 18:00 | Report Abuse

tksw. my apology . no downgrade in earnings. but earnings fell 38 Million to 22 Million ( Quarter on Quarter ) Hit by project completion. sales revenue also down

Stock

2016-10-31 17:57 | Report Abuse

imagine last week selling at > 3.30 . Today down to 2.84 ( - 46 sen ).
buy back at around 3.00 ( ?) still make a good profit of 30 sen. better than any dividend. no change in any shareholding percentage. just imagine ???

Stock

2016-10-31 17:50 | Report Abuse

Gadang hit by earnings downgrade plus coming share split. people tend to sell first and buy back later ( after shares stablised )indirectly profit from the contra selling .

Gadang announced share split 1:2, Bonus issue 1 :4 . plus free warrant 1:4. If plays it right .if major shareholder selling ! he knows something ? we are not aware of. Just an assumption

Stock

2016-10-31 15:38 | Report Abuse

whether FGV going after Edge is another story for another day. likely insider leak ( where Edge got the source ) before splashing it. Not everybody is in total agreement with the steering proposal. Look at deep throat ? the insider story

Stock

2016-10-31 12:12 | Report Abuse

we have good food, we also have badly cooked food. Last but not the least we have spoilt laksa. well having a steering committie is akin like having rotten food for lunch

Stock

2016-10-31 12:04 | Report Abuse

steering committe by name. decision make by single VVIP person. others just follow. this is bad for corporate GLIC if things pan out with a steering council over-riding the Board.

News & Blogs

2016-10-31 11:28 | Report Abuse

Xuen wen. we are all God fearing people. we dont want people to think we are still living on tress. Remember God tell us. do more good deeds, talk good and think good. ( most important do not take advantage of other people but twisting facts ) Cheers have a nice day

News & Blogs

2016-10-31 11:21 | Report Abuse

xuewn. this is the problem of our southern neighbours ( they feel they are superior than us). if given the right opportunity and exposure. myself believed our Malaysian people can be at par with the best of the best.

Most Singapore Hospitals are staffed by Malaysians . we are forced to work in our neighbour states because of economic necessities .not because our IQ are lower ( afterall their past senior MInisters are all born in Peninsular before the break )

News & Blogs

2016-10-31 10:18 | Report Abuse

buying a property and building a mega-mall is 2 different type of projects. buying a project (you can forsee or project the value based on traffic count, location or infra development projects )

building a mall looks at things ina different angle. location and attracting buyers or tenants. selling on future catchment areas or potential capital appreciation.

some developers are good (enticing customers ) some are not soo good. Mall attractivneess subject to tenants mix or branded lifestyle. Sg Wang plaza is a prime example where MRT projects and on going construction (plus certain local factors ) has turned the once sought address into less desirable or secondary choices for city folks.

traffic at Pavilion or Low Yat is less affected compared to Sg Wang Mall. Whether Gadang project at Tampoi is a hit or being hit ( is still early days )

Stock

2016-10-31 10:01 | Report Abuse

market drag down by selling pressure. contra players hard hit by sharp drop on Gadang . last Thur 3.28 ( down -46 ) today is T+2

Stock

2016-10-31 09:20 | Report Abuse

anything link to Eagle high, Indonesia. ??? investor not happy with FGV ( thru FIC ) buying their debt papers. just my guess

Stock

2016-10-31 09:18 | Report Abuse

BMD CPO futures forward months $2,800 level. FGV seems heading south ?

News & Blogs

2016-10-28 07:56 | Report Abuse

the least I can say. the Loh family is proactive in managing the business. the shut down of the 2 lines at thier Penang {TS} is based on what was forecast during the sales slump of solar wafer 3 months prior to the price recoveries
it's a social PR disaster with Tek seng holding price slump 30 %. TS solar is one of the subsidiaries { that contributed part of Tek Seng group consolidated profit}
coming qtr result is an affected based on what's reported. nonetheless need more details after the qtr is make known. the consolidating fact is the Loh family is mopping up the shares and warrants.
keep our finger cross something good is coming. maybe a bonus shares issued ( just a wild guess } happy Diwali

News & Blogs

2016-10-27 16:02 | Report Abuse

Malaysia relies on CHina FDI.straight forward answer. China invest big simple fact

Stock

2016-10-27 16:00 | Report Abuse

Myself not aggresive. BUy and hold (not the contra kaki ) limited bullets. Ha - ha. happy trading

Stock

2016-10-27 10:31 | Report Abuse

based on the projected volume (TS) anticipated that the excess lines become redundant. this 2 lines are manned mainly by FWorkers. Total workfore comprised of 25% foreign contract workers (75% balance are locals ) Figs extracted from their 2015 report

Stock

2016-10-27 10:24 | Report Abuse

Tks, testing your inputs. Hopefully can reproduce it withhigh accurancy

Stock

2016-10-27 10:22 | Report Abuse

company structure quite straight forward. nothing compares to others ( where a myriads of companies invested ) fabrication and assembly not rocket science. you place the orders we produce. real brick and motars business. all penang born entrepreneurs ( not flashy like Jlow ) Ha-ha . He is from Penang (JLow ) Ha - Ha

Stock

2016-10-27 10:04 | Report Abuse

the Loh family (combined interest) hold app 137 Million shares out of total 266 Million shares issued. app 51% of the paid up capital excluding any warrant conversion or shares under nominess. Loh members are all active in the running of the company. they must know something good is coming

Stock

2016-10-27 09:47 | Report Abuse

Yup. AAX trend is dictated by smart money. we just ride along with the waves. Need to be cautious. Nov 8 election (US ) may be a red herring

Stock

2016-10-27 09:40 | Report Abuse

LOh was stun by the bad publicity. Tek Seng price drop 30% due to the one off lay off. Lessons learn in a hard way. TS Solar are contract assemblers for their Taiwan partners. Volume tends to fluctuate based on forecast demand and orders

Stock

2016-10-27 09:36 | Report Abuse

most analyst tracking banking stocks expect CIMB Niaga & CIMB Thai to perform much better