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2016-11-17 16:45 | Report Abuse
Donald the wall builder will proceed with his great wall empire. Ego and good for business
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
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
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
2016-11-15 14:55 | Report Abuse
Yup. still holding 20K . my risk level for this counter. Thanks wahahaha
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
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
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
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.
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
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
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
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
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 )
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
2016-11-09 17:15 | Report Abuse
ring. Trump says he don't play golf. now ah jib needs to plays ping pong
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
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
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
2016-11-08 17:05 | Report Abuse
contra kaki kena contra last round. genuine buyers holding FGV
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 )
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
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 )
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 !
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
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 )
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
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 ???
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
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
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
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.
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
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 )
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 )
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
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
2016-10-31 09:18 | Report Abuse
BMD CPO futures forward months $2,800 level. FGV seems heading south ?
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
2016-10-27 16:02 | Report Abuse
Malaysia relies on CHina FDI.straight forward answer. China invest big simple fact
2016-10-27 16:00 | Report Abuse
Myself not aggresive. BUy and hold (not the contra kaki ) limited bullets. Ha - ha. happy trading
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
2016-10-27 10:24 | Report Abuse
Tks, testing your inputs. Hopefully can reproduce it withhigh accurancy
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
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
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
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
2016-10-27 09:36 | Report Abuse
most analyst tracking banking stocks expect CIMB Niaga & CIMB Thai to perform much better
Stock: [FGV]: FGV HOLDINGS BERHAD
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