joerakmo

joerakmo | Joined since 2014-05-28

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Stock

2014-08-07 00:07 | Report Abuse

Not that long ago(2012) Muhibah drop below 1.00 on loss.Have to look at the business and management to invest.If buying/selling purely on recommendations then be careful!

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2014-08-06 16:56 | Report Abuse

nothing sparks a chase like a running rabbit.....walau!!

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2014-08-06 12:30 | Report Abuse

Fam Jenny....PP 38cents

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2014-08-06 12:25 | Report Abuse

strange: guys who actually got PP keeping quiet and those without are making all the comments.

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2014-08-06 11:57 | Report Abuse

Do not think 'rights issue' ,if any can happen until 2q results and exit PN17.Also not so soon after PP.

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2014-08-06 11:54 | Report Abuse

noraini: like your comment

Meantime "trade what you see not what you think".......

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2014-08-06 11:34 | Report Abuse

accumulate loan stock!

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2014-08-06 11:24 | Report Abuse

Not for punters! Frictional costs will eat away your annual 4+% div yield(single tier paid qtrly)

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2014-08-06 11:11 | Report Abuse

trades after the 24th July (board meeting) are circumspect.Maybe those few trades just before also,but arguable!

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2014-08-06 09:33 | Report Abuse

Was disposals after 24th July announcement.----'fair play'

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2014-08-06 09:16 | Report Abuse

those who have locked in profits can look to buy back.Road service/repair contract still good, decent dividends.chart 'hammer' ?

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2014-08-05 10:37 | Report Abuse

wiki123; Its never 'in the money' till you are in the money.

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2014-08-05 08:55 | Report Abuse

Good objective discussion here.Good work and good info.Happy trading y'all!

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2014-08-04 21:08 | Report Abuse

To each their own! Especially when we have 'limited' resources and there is an opportunity cost for the funds.Yes its discounted;but consider this: Owners control 60+% of the company but pay a paltry dividend....WHY?

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2014-08-04 20:49 | Report Abuse

PP listing tomorrow!bursa ann.

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2014-08-04 20:43 | Report Abuse

Good to keep on radar but gross profit only 2-3% of revenue??Div yield < 2%
Used to be a fund favorite but an underachiever!Currebtly channel trading between 60c-90c. No offense to anyone!

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2014-08-04 20:24 | Report Abuse

Difference is in the yields and efficiencies.Wind back the clock and look at Indon Astra group.In the early days Astra board has only 3 Indonesians and now promotes from within; Whereas Sime Board has long been filled with politicians.Its simplistic and harsh but they both have similar roots.

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2014-08-03 23:09 | Report Abuse

Hakimi bailed? crossed out on 24/7/14

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2014-08-01 09:17 | Report Abuse

Long term chart quite similar to muhibbah;went thru bad patch now turn around story .Got to look past the numbers and have faith in management.1 of WB criteria for stock selection!

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2014-07-31 11:37 | Report Abuse

break 0.44 and we have lift-off!!

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2014-07-30 21:29 | Report Abuse

Now would be a good time to pick up plantation stocks with CPO so low but surprisingly M'sian plantation companys' prices are quite resilient.S'pore and Indon planters mentioned in the report has a 10-25% upside v local co. of less than 10%(exception Taann)In 'soft' conditions it is much better to pay a lower PE and price to book(especially when div yields are about the same and not compelling)
I still remember not that long ago one house jacked up ave CPO price and PE in bull times and cut both at bad(low CPO) times...double whammy!

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2014-07-30 10:12 | Report Abuse

Maybank has a report on regional plantations.Better returns and values elsewhere!Visit this circus only for laughs!!

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2014-07-25 16:50 | Report Abuse

2 and 1/3 year wait to get back to where it was(after adjustments)....tiiiiired.

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2014-07-25 16:46 | Report Abuse

rolling forward PE is still 13x; price/sales is 0.46

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2014-07-25 16:41 | Report Abuse

wheat prices have drop from hi of US13.00 per bushel in 2008 to current USD5.76 per bushel

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2014-07-24 11:52 | Report Abuse

Private placement coming up! beware if you are a contra player

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2014-07-23 12:32 | Report Abuse

Hoping for a stock to fall;just so you can buy is normally self defeating ;especially if you own other stocks.

The phrase 'pushing down to buy' the opposite would be 'pushing up to sell' assumes the whole market is riddled with manipulators and only works when there are followers. The first phrase has always been used as an excuse.

Be careful what you wish for!!

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2014-07-23 11:50 | Report Abuse

Sun Tzu: Know thy enemy;know thy self....greed and fear

Warren Buffett: greedy when others fear;fear when others greedy.

for Warren Buffett the caveat is knowing the 'value' not just today or this week/month but a few years down the road.

Simple but hard to execute.

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2014-07-23 10:51 | Report Abuse

Durians cannot be plucked have to wait for it to drop!!

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2014-07-23 10:18 | Report Abuse

duit raya players would have sold!Now to Raya is big player time!!PP payment by Friday.
Good trading to all!!

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2014-07-22 15:46 | Report Abuse

going up against selling pressure???

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2014-07-22 14:25 | Report Abuse

you are right.That speech is more a political speech ie 'waffling'.FGV should focus more on yields and efficiencies first.Interestingly Wilmar has just slightly larger mature(10000+ha) Hectarage than FGV

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2014-07-22 12:58 | Report Abuse

ring

for 5 tonnes oil per hectare (@ OER rate of between 20-23%) implies 22-25 tonnes FFB /ha and their website and annual report seems pretty coy on giving a full breakdown in plantation statistics ie mature,immature.own and settlers ffb oil and kernel;and oer.Compare FGV and wilmar's briefing here:http://media.corporate-ir.net/media_files/IROL/16/164878/Briefing%20Presentation_1Q2014%20results_8May14-2.pdf

Thought those will be the points most plantations want to brag about!!

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2014-07-21 20:55 | Report Abuse

derrickinvestor,
seriously? I see from your number of posts you are not a noob.
Please read more.

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2014-07-21 20:31 | Report Abuse

pp = private placement

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2014-07-21 20:28 | Report Abuse

Go back to nov2012..track the history.Raided and raped already(for GE13). Held down for pp...interpretation 'they' sold all the way down and now take pp.This is time to buy not sell but not the type of stock to own....you dont know when 'they' are going to screw you again.

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2014-07-21 19:56 | Report Abuse

pp now before PN17 upliftment to ensure only strong buyers.Non marginable; removes the stags.Once PN17 lifted, let the speculators chase it up!

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2014-07-21 18:46 | Report Abuse

aim is to make money...dont let emotions cloud judgement.Mr. market will always torment you!

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2014-07-21 18:41 | Report Abuse

pp price fixed 0.38.....now wait for the fat lady to sing!!

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2014-07-21 16:47 | Report Abuse

walau weh!

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2014-07-21 11:38 | Report Abuse

wait next qtr results and balance sheet and/or 6mths from listing.
Cornerstone wont push for people to dump at them!

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2014-07-21 11:13 | Report Abuse

technically quite big resistance @ 60c; however if break wont be surprised that some will chase!!Win the war not the battle!

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2014-07-21 11:02 | Report Abuse

bliss,
thnx for the heads up

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2014-07-21 10:56 | Report Abuse

no need the angst or worry what other people do.Believers buy ;non believers sell.

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2014-07-21 10:41 | Report Abuse

sadly nothing provokes a chase like a running rabbit!!

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2014-07-21 10:28 | Report Abuse

2nd attempt break 1.48

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2014-07-21 09:44 | Report Abuse

comeback kid....must have stamina.HLeong Quek has not sold any yet

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2014-07-21 00:23 | Report Abuse

Trading is the most dangerous!!! remember....JTOP and TWSPlant open to abuse.Can they really compete or become a Glencore,ADM or Cargill

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2014-07-18 16:50 | Report Abuse

FV should be about 1.30-1.50