Luckily, I have realized my one year coffee money 2 days ago. It was really out of expectation.

wow! Free fall almost 30%. What has happened?

David. You are very confident in commanding the price movement. Haha

Its revenue growth was much above my expectation. Buy back slowly when many people are not really interested in this coma counter. It remains the cheapest pharmaceutical company in term of PER.

Want to collect cheap also not easy. New factor 5 times bigger than the existing in Pulau Indah will start operation in 3rd Qtr 2016. Production volume will increase gradually. Good growth stock.

QR announcement is getting closer. High probability Pohuat would deliver a better profit. Worth to snap up some at this price.

Durians are growing bigger at faster pace. Big durians are in the making. It‘s not even started to ripe yet. Go go go

It is much fun to play with this kind of good prospects FA penny counter. Up and correction fast to suit the modern world. lol

The additional profit generated from toto is more than enough to offset profit which would have been contributed from BJAuto. Hope its FMCG and property segments maintain the performance.

I dont know what are those solid reasons behind for not amortising the Biological Assets. It doesn‘t get along with matching concept in accounting principle. Some accounting principle has turned into accounting rojak to suit the morden creative accounting. what a joke!

Kahheong. The cash proceeds remained exceeding RM 1 billion after excluding compensation received from JDC.

Finally, it has touched 4.00. More to go as price is traded at PER 10X only.

It could be waiting Tguan to catch up the PER before moving up.

Buy some to bet for its REIT project.

It ok for not to amortize Biological Assets. The landmine will only explode....errrrr 15 to 20 years later while they do replanting. By that time, all replanting costs will be charged to Profit and Loss at one go. Who cares what would happen 20 years later. LOL

Sostupid. No time to do research and monitor. The best is to invest in FMCG companies Dlady, F&N and Nestle in enjoying its moderate sustainable long term growth. If you don't like blue chips, You may consider some coma counters with higher potential i.e Kawan, Yspsah, SAM, MSM.

Different channel but still can pick up something new from sostupid for thinking not logically.

Investors mind is mostly wiring with logical thinking so obviously they would not able to defend against sostupid. lol

Philosophist..talking number 1. Investing also number 1 but counting from the last. We normally develop our expertise through what we are focusing.

WTK's accounting policy on Biological Assets is really too aggressive. No armotization on the Biological Assets. Of course, WTK is not alone. There are some plantation companies are adopting this policy, ie TSH, INNO, Jtiasa, Ummca and NPC.

Accounting policy of WTK :

Plantation expenditure incurred on land clearing, upkeep of immature oil palms, administrative expenses
and interest incurred during the pre-cropping period are capitalised under biological assets and " are 
not amortised. "

Upon maturity, all subsequent maintenance expenditure is charged to the statement of
comprehensive income. " Replanting expenditure incurred on similar crops on formerly developed areas is
 chargeable to the profit or loss in the financial year in which it is incurred."

Investors don't really like right issues given the current weak market sentiments. People are welcome corporate activities such as share split, bonus issues, free warrant and bumper dividends. LTAT was running for life, not to mention retail investors.

It may take at least 7 years for the young trees to grow into mature stage for peak harvesting period. Currently, WTK has started harvested FFB 43mt per year. The volume of FFB harvested will grow year by year until peak at about 240 mt per year . It should be ok if you are a long term investor.

WTK is a well managed company with nil borrowings. It has never suffering any losses since year 2010. Profit is solely contributed by Timber segment. But the performance was dragged down by plantation segment.... RM 285.5 million was invested in Biological assets for 11,800 hec land and costs RM 24,500 per hec. It's rather high while comparing with TAAN of RM 8,300 per hec.

Guessing time. Mixed feelings in coming QR by looking at its Revenue. Will it grow another 10% in revenue?


Revenue - forex USD

30 Apr 16 - ??? (3.9236 or Down 6.5%)
31 Jan 16 - RM 22.3m (4.1526 or Down 4.2%)
31 Oct 15 - RM 22.4m (4.292 or Up 11.3% )
31 Jul 15 - RM 22.1m (3.8215 or Up 6% )
30 Apr 15 - RM 20.9m ( 3.57 or Down 2.7%)
31 Jan 15 - RM 19.3m

Virtual store in Korea

https://www.youtube.com/watch?v=fGaVFRzTTP4

It looks like mall retailing slowly becoming a sunset industry. Aeon, Parkson, Tstore are facing a very challenging future. Don't under estimate the potential of E-commerce trend. In the near future, people may be able get price and place an order of a product on internet instantly while doing window shopping.

Dont be too choosy la. A lot of opporturnity in certain growth counters and not overvalued. Expect more in the next 6 months when their new plants or new factory start kicking in.

No eye see VT playing his shares. I prepare to keep some shares for few years.

Paperplane. Can hantam your Kawan or not?

Kam sia Koon Bee. Enough for me to drink 1 year coffee liao.

I hope it will drop back to 41 cents even though I hold some shares now. Haha

small matter. contents is the primary. you see your sifu raider is also using broken England but got main points. i have learned some stock picking skills from him too especially margin of safety in penny stock.

An informative analysis of Tguan in plastic pakaging industry. I used to believed that crude oil price was the main component in the pricing of resin. Good sharing. thanks.

This kind political agenda is merely intended creating panic in the market. Better spend more time focus in scouting better companies rather than listening to Brexit, Grexit....

Why you ask this kind of question one? I don't know how to answer you as a farmer. you know there is a table in my cottage. I don't use any leg to support the table. The table is a able to stand by itself with just few simple joins with the walls. There is another table without legs too. It is hanging in the air by using a stick connecting to the ceiling. Very convenient one.....

You got your point. Recently, i make money from other counters to cover the losses in BJcorp...lol

Up so fast. I have not top up at 3.8...

You no good la. A very very high high educated people bully a farmer here.

I am a farmer...don't know analysis...I know only we farmer must raise cocks to xxx with hens so that hens lay eggs and chicks hatch from the eggs.

What kind of cock you talking?? I used to raise many cocks and hens in the farms when i was small.

I dont know classroom. I go to farm to plant vege everyday when i was small...Don't know what ppl in what ppl out. It's so complex. I only know I have to put those seeds in the soil when the time for planting arrived. watering...add chicken tahi...spray pesticite.... catching worm Finally, harvesting time...

He talk this ? strategy and ask that ? strategy. You need a strategy....blah blah blah..Don't know what ??? strategy...dizzy.We are layman..mo tak che...Don't know so much strategy but still manage to earn some money in stock market..

Top up more at this price.

Keep cash???

You see how our KLCI performed after foreign funds having a massive exit in the past 2 years. What a pathetic performance by comparing year 2008 and 2015! FF was only able to bring down KLCI less than 100 points following disposal of share worth RM 19.5 billion in year 2015. Our KLCI is no longer at the mercy of FF. Local funds have done a good job and outplay FF.

Year end FF Inflow /(Outflow) KLCI index

2007 - 1447
2008 ( RM 12.96 billion) - 867
2009 ( RM 0.6 billion ) - 1264
2010 RM 15.9 billion - 1519
2011 RM 1.8 billion - 1531
2012 RM 13.7 billion - 1681
2013 RM 2.4 billion - 1867
2014 ( RM 6.888 billion) - 1761
2015 ( RM 19.48 billion )- 1693
2016 RM 0.64 billion - 1649 ( yesterday )

Kahheong. Don't even bother explain to him. He hold himself so high high. He has his own way. It's not our duty to convince him or whatever. We are here just exchanging information.

Fair value reserve and Minority with a combining value of RM 4.43 billion may not sufficient to offset Gaming Right RM 4.63 billion. It's possible BJCorp to write off RM 200 million in next quarter.

Another JHM? what a pity...i bought some to earn coffee money only.

climbed so high already. i will harvest my coffee money after it has announced the QR.

basic for a professional must be SEEN to be transparent, no conflict of interest...if you cant fufill the basic requirement , the TRUST will be dented.

you must get ready your roti canai blog first. nanti you keram kabut when your appearing on newspape. People cant find the address. any tapao online?