different categories of stock , suit different investors interest, all investment do contained risk factors of various kind, simple common sense.

if you can't tell the different , how silly !

007 or others loved to demonised stock not in his favour,FGV is true has many inperfection,that is why market price is so low,1.39-2.30 , more or less,adjusted value. In fact , if everything is in perfect order as you demand , the market price will not be this low, instead may be KLK or Welma is your choice, price differ very much,and you are looking at wrong counter.

for investment , you must take into account of probability,not absolute certainty. without this understanding ,and merely thinking in one dimentional way,like 007 did, well,u could be mentally paralysed in complete sense, for a lack complete imformation about matter of concerned.3000 is just a figure of possibility, not absolute certainty;other factors still involved , like weather, consumers behaviour , they got a choice of switching to other substitute products, etc.This is a complex world , not a simple one .

pavillion PE theory is definately wrong , and outdated , because is was based on pessimistic scenario of palmoil selling price from 2400---2000 or unprofitable 1900 or below, that was last year pricing , but this year the price average forecast could be 2400--2800 or higher ( currently prompt delivery)

FGV has gone wild today, shot up six sen in less then 30 minute after mkt start,this just for record.

CPO price could breake 3000 RM today or tomorrow.

as most investors are not palmoil market/ expert analysts, they prefer to view the co.quarterly reports in order to decide to buy for to sell.Some may see higher Cpo could be only temporary due to seasonal factors, thought we know ,it is not.May be Cpo touching 3000Rm could make news headlines and then people start chasing for the stock.

Jaya Tiasa double the capital size of Taann, but provide more or less,same or less monthly crop production figures, estates must be due immatured/ young age,so no interest in this stock.past year dividen only 1%.forget it.

today palm oil price jumps another 50 rm , iust in the morning trade,prompt delivery touching 2800 rm, wat a price ,have not seen for long time,we know the production cost is 1500rm , wat a fantatic profit margin for plantation stock.

in fact kakashit article did not mention the changing consumption pattern developed in Indonesia,which has effectively reduced the massive over hanging palmoil stock .But this vital important factor, the real Game changer.Otherwise with large production coming from that country could force CPO selling price to fall into unprofitable level.

technical correction on up trend is unavoidable, and necessary, it is a built-in elements for next leg to move up,.this is a common pattern for a trending market

I sold all my gadang, and switch over to Cimb, a fast climber--- don't know right or wrong , gadang go up 2 sen, Cimb up 20 sen,--- like Olympic game ,i love gold medal winner, silver , bronze also not too bad,and i don't know about gadang .

just observe the palm oil futures price surging like rocket ,up sky high,n u know wat would going to be,

gadang is a good stock for invest, no doubt about it, the appreciating climb is slow,just refer to the past performance, it is a slow climber ;there are better stock around, climb faster , jump higher.this is olympic game , participants are all good, yet some win gold, or silver , or bronze,or neither.

整体国家經濟由以出现强劲出口数据，有所帶动股市走強。
一部分公共投资信心，部分恢复正常。外资基金回归。
国际上，欧美经济持续强劲。日本也有很多刺激经济的配套计划进行中，印度也继续发展。
外围经济气氛非常良好，投资信心恢复。
在我国，价格低廉的资产被看好，实属正常。机会难得，稍微错失，失之交臂。记得从高价六灵吉，往下跌至一元多，现在二元多。
往年国际粽油价格低廉，因为存在印尼粽油的强劲竟争。今年开始，印尼推行B20计划，把20%粽油混入石油让气车使用，造成印尼粽油大幅度降低。
不再威胁国际上粽油合理的价格。股市价格上尚无調整这个事实，還慢吞吞的緩慢移動

i observing the FGV, many parties and Funds seemed to show great buying interest in it ,considered undervalued,having faith in palmoil plantations
15/08/2016 12:14

what is really the teams and specification of this warrant, the espiry date, etc , a bit hard to find.

007 if you read chinese characters ,you could understand welmar not doing well ,is due to other factors, sugar business in particular, and misjudged by entering buy contracts on high priced soya bean, therefore , those are reasons explaing wilmar's unpleasent current record.
12/08/2016 16:28

irrelevent factors, look at CPO price still shooting upward, this year is a fantastic year for palm oil,many good signs pointing this direction.

somemore the net asset per share already priced as 3.20rm., so currently market price is not overvalued, very reasonable for a good profit making company and that also enjoys a bright future .in short i think very low risk for investors, that is very important.

usually i do quesstimate (guess+estimate), by estimating the health of domestic and global economies,and respective consumers markets for products concerned. Currently palm oil market is in healthy state,strong demand and good export , production is good , export-pricing is excellent ,and reasonably profitable,that is much better as compare to last year,these factors goes same for wood/log markets.
You can go and get more quantified detail by checking the needed figures in camparison with last and previous years .. By the way, i have followed palmoil market for many years, ...

2nd quarterly report will be out some time this month.Well see what we will get.Usually market react after evaluating the numbers.

sour grape symdrome always causes trouble

next target 3.00

at last ,the engine catches the spark, seeing power , thrust forward

earlier perception in the indutry was palmoil selling price would be lower by second half of the year,due to receding of dry el nero weather pattern . But as what is unfoilding , we see the selling price jumping up , as today August 3rd ;already up almost 70 ringgits from the morning trade.sources said low stock against high demand contributing to the price strength,well, best of luck ,folks

based on the fact ,the the directors are collecting, days after days, the forthcoming quarterly result should show healthy,encouraging numbers

a trading company , no a manufacturing set up, better go and sell "kajang puteh", that is why attract no investment interest.

goreng means for quick money, investments stock usually moves slowly, adjusting to corporate results , nor for fast money

under valued investment stock, not for goreng ,if export business back to normal, not affected by big range currency fluctuation,comfortable profit is ensured.

价值投资理论---价格必需符合价值，当价格远离价值，自然是伪价值，超价值。此人讨论“伪价值投资理论”，和正常“价值投资理论”无关。

thanks the QE, witnessing DOWJONES index hits all time high, boasting the investors sentiment of global markets!

vietnam power plant project is an attraction

different company got their own dividend policy, some give 30%,40% 50%,of their annual net profit,the rest are kept as reserve fund.for past few years were very bad year for plantation companies, due to ever increasing Indonesia,planting acreage, thus selling price was low,heading for unprofitable level .From this year on ,they exercise a control,on new planting, and also implement B20 program on biodeasel, which help to increase the usage of palmoil, and lower carry-over stock.As the result his year plantation stock profit should be higher then last,if you check the quarterly report on earning , will prove this point.hope thing could get better, best of luck!!

in fact ,I rather prefer TAANN, more diversified stock.past dividen record as high as 15%-20%

true ,anything could happen in the future, if price drops , it is only temporary. as we keep in mind, and stick to the principle of value-investment,which means intrinsic value of the stock must be contantly observed.We know Taann has reasonably large palm oil plantations, and good land bank for future expansion.Other products are log and plywood,these are valued commodities,and main buyers are Japan and India.if these two countries economy remain healthy, and not fall into recession, then Taann annual profit would be ensured.During this current turbulent period we are in, it is hard to find better ,safer stock to invest.
29/06/2016 22:08

why argue with a loser, whose pessimism was based purely on ignorance,and a lack understanding of business cycle, and seasonal production/comsumption cycle of respective commodities.

George Soros is a Jew, as historical records indicate, Jews had better judgement on the British, but was terribly wrong about the German, that explained why they did not fare well in the past in Germany, and currently who now dominates EU.

what else, export businesses, back to robustly normal.

From The Edge



SCable’s Sumatra plant to end stock’s downward spiral?


Toh estimates that Sarawak Cable needs up to RM80 million to develop each power plant. Photo by Shahrin Yahya


KUALA LUMPUR: The end of Sarawak’s pre-election rally and poor first-quarter results have sent Sarawak Cable Bhd’s (SCable) shares tumbling 28% from a five-year peak of RM1.82 on Jan 8.

The stock closed 3.68% lower at RM1.31 last Friday, with a market capitalisation of RM421.68 million.

However, a restructuring of its business and the commencement of the first of five mini-hydropower plants in Indonesia by the fourth quarter of this year (4Q16) might spell the end of the downward spiral in the cable manufacturer. The plant is expected to bring in up to RM30 million in annual recurring revenue.

“We expect to see immediate income contribution of about RM7 million from the mini-hydropower plant in 4Q16. The operational cost will be very small as we will be using water [to produce electricity],” its managing director and chief executive officer Aaron Toh Chee Ching told The Edge Financial Daily in an interview.

The plant is located in Sumatra, with a capacity of 10mw and estimated installed capacity of 14mw. SCable had signed an agreement with Perusahaan Listrik Negara Persero to sell the electricity produced to the Indonesian utility body for 20 years.

Still, the group’s current share price and earnings forecast have yet to reflect the lucrative long-term income stream of the power plant.

“[The] market is ascribing little valuation to the power plant. Based on our forecast, contribution from the plant could enhance our forecast for the financial year ending Dec 31, 2017 (FY17) and FY18 by 20% to 23%,” Hong Leong Investment Bank senior analyst Jeremy Goh said in an email.

Goh deems the power plant a lucrative business as the tariff and demand have been fixed by the Indonesian government under the power purchase agreement (PPA).

Based on the PPA, the initial tariff rate is 778 rupiah (23 sen) per kWh, with the subsequent increase to 968 rupiah per kWh. Earlier this year, the tariff was increased to 1,390 rupiah per kWh.

Goh expects SCable’s share price will react when the power plant starts to contribute to the group’s earnings.

According to Toh, commencement of its power plant was delayed from June to September this year due to additional rock blasting works at the plant.

Meanwhile, the group’s high gearing ratio of 183% is also a concern for investors. Its net debt stands at RM417 million.

Toh estimates that SCable needs up to RM80 million to develop each power plant.

Construction of two new power plants will begin next year, while the rest are waiting for approval from the Indonesian government.

To pare down debt and generate cash, Toh said the group is in talks with foreign strategic partners for a possible spin-off of its power assets in bourses like Singapore and Hong Kong next year.

“Singapore and Hong Kong are my ideal locations as there are more investors who are keen on investing in the renewable power industry,” he said. “However, it will be difficult for us to list by ourselves. Thus, we have to ride on other listed entities, which may see us injecting some of our power assets into the company and then go for an IPO (initial public offering) to raise funds,” he added.

On Jan 18, Toh was reported to have said that the group was in talks to rope in a Singapore-listed construction company for a potential stake sale of its mini-hydro plants in Indonesia.

He believes that the group’s power assets will fetch a better valuation once the power plant in Indonesia commences.

Toh also expects SCable to post improved net profit in FY16. Its net profit rose 64% to RM39.8 million in FY15 from RM24.23 million the previous year as revenue grew 329% to RM1.45 billion from RM339.44 million in FY14.

However, the group saw its net profit fall to RM3.57 million in the first quarter ended March 31, 2016 (1QFY16) from RM11.87 million a year ago, due to delay in projects for orders in hand to subsequent quarters in this financial year. This was despite a 6% increase in revenue to RM364.46 million from RM343.61 million in 1QFY15.

Toh said based on its latest two months’ performance guide, the group has started cost-saving initiatives of its manufacturing activities, which have shown some results.

“We are targeting to save at least 1% to 2% [or about RM

SJSOON don't be silly , QE save the world out from severe reccession, and it works very well for US economy,sorry to say,you are mislead.

while you got bad government around incured massive foreign debt ,why blame America, their dowjones index is near all time high,don't get jealous

信炒家的话，很早就去荷兰！完全同意

先前早有人提示，自从欧盟改变堵塞中国的入口政策，chinwel立即就改变了命运，从蓝海企业，转变成红海企业。中国方面有太多此类企业，有几百家之多。竞争过度激烈。不应该浪费时间。

many people had misintrepreted the first quarter financial report which showed smaller earning,you must take into account ,usually first quarter jan-march , had many holidays, like christmas/new year,chiness new year etc,business operation slow down ,palm oil low production,by second quarter, sale would normalized and is picking up strong ,then you could see better picture.i am still bullish.

Sarawak is under developed, plentiful growth opportunity,rich natural resources,a matter of time ,will be booming.strong need to open up

http://www2.theedgemarkets.com/my/article/stock-momentum-gadang-holdings-0#

STOCK WITH MOMENTUM, LATEST NEWS, CORPORATE
FROM THE EDGE
Stock With Momentum: Gadang Holdings
http://www2.theedgemarkets.com/my/article/stock-momentum-gadang-holdings-0#

the deal of take over of transform- master s/b , had exposed the management weakness,you can't expect a mere trading company to transform into real multi products chemicals manufacturing company, the mind- set had been fixed.

007 is right,we are in the midst of it, why fear? the problem of fear ,is fear itself.
the country is broke, so everything needs to come back to reality,the gravity force pulls everything back to original position,you need to clean your house, and start working, then export to get new wealthy again,local consumption, alas weak for long ,long while.