Aero1

Aero1 | Joined since 2013-08-16

Investing Experience -
Risk Profile -

Followers

0

Following

3

Blog Posts

0

Threads

1,464

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
1,464
Past 30 days
10
Past 7 days
3
Today
0

User Comments
Stock

2019-04-04 13:29 | Report Abuse

Neste’s palm oil and PFAD supply chain data for year 2018 published
https://www.webwire.com/ViewPressRel.asp?aId=238594
Interesting piece!

Stock

2019-03-20 23:04 | Report Abuse

Not flying stock but can sleep well. Price will likely climb over next two quarters. Many assets ripe to produce more income.

Stock

2019-03-20 17:27 | Report Abuse

Thanks for update. Feel good AGM. Double steady. Double the dividend.

Stock

2019-03-20 16:05 | Report Abuse

Sure.
The Chairman is hoping for an eventful year. Fingers crossed.

Stock

2019-03-20 15:42 | Report Abuse

Can share any update?

Stock

2019-03-20 13:09 | Report Abuse

No one attended the AGM today morning?

Stock

2019-03-20 08:50 | Report Abuse

KYY did the exactly same thing as in HY

Stock

2019-03-19 14:26 | Report Abuse

history repeating ...

Stock

2019-03-11 09:57 | Report Abuse

Valuation not justified.

Stock

2019-03-11 09:57 | Report Abuse

Bearish outlook! Cash Out!

Stock

2019-03-08 09:18 | Report Abuse

Need one or two more quarter to climb further

Stock

2019-03-07 12:00 | Report Abuse

Good to you bclim.

Stock

2019-03-01 08:39 | Report Abuse

Cost increases, over supply and market competition should cap its valuation. Price should come down further!

Stock

2019-03-01 08:37 | Report Abuse

No hurry. Wait till debts are settled. Meanwhile can park your money elsewhere.

Stock

2019-03-01 08:35 | Report Abuse

No dividend at least for the next two years. Doubted if able to pay 500 mil debt this year. Liquidating debts is good but shareholders receive no dividend. Can't understand why they schedule to settle half of total debts in 2019?

Stock

2019-03-01 08:17 | Report Abuse

Cost increases, over supply and market competition will cap its valuation.

Stock

2019-02-27 18:27 | Report Abuse

No loss in plantation segment this quarter. Should improve in next quarter. Many other plantation companies reported loss this quarter.

Stock

2019-02-27 14:09 | Report Abuse

Safer to enter if price below 4.50. Don't catch the falling knife!

Stock

2019-02-27 12:59 | Report Abuse

Not many plantation companies achieve 30 MT FFB per hectare. Can you point one?

Stock

2019-02-22 08:30 | Report Abuse

Now that its its plantation debt is being liquidated and better and stable CPO prices ahead. If no major acquisition, the company should consider paying dividend twice a year. But I believe is hard to do so.

Stock

2019-01-29 15:41 | Report Abuse

Plantation potentially very good cash generating division. CPO 100,000 MT to generate additional cash flow 20 million from the USD50 savings alone.

Stock

2019-01-29 15:36 | Report Abuse

Production for both Estates FY2016 FY2017 FY2018
Fresh Fruit Bunches (“FFB”) (MT) 371,000* 398,000* 465,000*
Crude Palm Oil (“CPO”) (MT) 85,000* 83,000* 101,000*
Average CPO Price RM2,050 RM2,530 RM2,160
Oil Extraction Rate (“OER”) 22% 20% 21%
PT MKH – FFB Yield (MT/hectare) 25MT 26MT 30MT

Stock

2019-01-29 15:34 | Report Abuse

Ah Chen said:

The industry is expected to improve gradually following Indonesia's removal of crude palm oil export levy from previous USD50 per MT that will stimulate rise in palm oil trades. The crude palm oil prices have since recovered from the previous low of approximately RM1,800 to above
RM2,100 per MT, and we expect demand to pick up in 2019 partly due to:-
• Indonesia’s enforcement of B20 biodiesel since October 2018
• Reduction of Indian import duty for CPO from 44% to 40% in January 2019
• Malaysia’s implementation of mandatory B10 biodiesel in February 2019

We will also continue to give focus on enhancing estate management with increased implementation of mechanical-assisted collection to boost production efficiencies including oil extraction rate. Hence, we expect the Plantation Division to benefit from the above.

Stock

2019-01-21 15:08 | Report Abuse

Wow wow!

Stock

2019-01-18 17:32 | Report Abuse

只欠東風!

Stock

2019-01-17 14:11 | Report Abuse

When people dump you collect. Property industry still not in right time. Property industry not cyclical will stay low for many years to come. Nevermind the company is solid. Nevermind the company has 20 years unbroken profit record. Nevermind the company still pays dividend. Still property is not out of wood yet. Just dump. When people dump you collect. Happy investing!

Stock

2019-01-14 08:37 | Report Abuse

Spot on enid888. IBs only looking for story to tell. Story not good Sorry.
Some property counters are paying better dividend.
Properties are necessity!

Stock

2019-01-09 08:47 | Report Abuse

A developer that comes a long way ...

Stock

2019-01-09 08:44 | Report Abuse

Fund cashing out.

Stock

2018-12-31 16:13 | Report Abuse

Why put money in a company with negligible yield. Good in what sense? Yes in a supposed strong growth industry. But Gdex is not capitalising it will in turn losing its market share. Need a person that can run the business better than the remisier.

Stock

2018-12-29 13:46 | Report Abuse

Can find many companies with this profitability even higher than Gdex trading at market value ranging from 600 to 800 million. Gdex should be rightly valued at 700 to 800 million nothing more. It means Gdex share price could dive half to 13 to 15 sen. Seat tight everyone!

Stock

2018-12-27 13:51 | Report Abuse

For business that is evolving fast and furious, they need a guy that can run it.

Stock

2018-12-27 13:44 | Report Abuse

Don't catch the falling knife!

Stock

2018-12-14 09:36 | Report Abuse

Going by the sales and profitability trend, the reasonable market value should be below 1 billion. Current PE of 74 times is too high. No point to consider this counter for the time being.

Stock

2018-12-12 10:25 | Report Abuse

When you are slow others will eat into your market share. I've been monitoring this counter for quite some time. No hope!

Stock

2018-12-07 09:59 | Report Abuse

With this pace of business ... its market value should begin from below RM1 billion.
Currently it is too expensive!

Stock

2018-12-07 09:34 | Report Abuse

Need to get a real businessman in. He is a trader ..

Stock

2018-12-07 09:32 | Report Abuse

This company is too slow ..
The market she is in is enlarging .. why so slow to capture?

Stock

2018-12-06 10:02 | Report Abuse

The quality of its assets improves ..
1. Indonesia's palm oil levy relaxed
2. High over a billion ringgit unbilled properties
3. Higher free cash flow with lower borrowings and capex
4. Some properties matured to be turned into property investment
5. Positive repercussion from the land donation to build a Chinese school
6. Company shares buyback
7. Continuous support from key shareholder Public Bank as vote of confidence
8. Directors have been buying its shares

Stock

2018-12-01 16:39 | Report Abuse

Interest expense reduced a lot