http://aliinvest.blogspot.com/2014/07/siling.html

cold eye let go all his 3mil shares of Ivory during July liao

坐MH机会比较快抵达目的地

good article without jargons and with nice peribahasa

kny,抵死，谁叫你妈妈没有教你读中文

起了才讲，事后诸葛亮

哈哈，好一篇仙文

pe 16! so pricey.

Justification for Jtiasa CY14 PE 15:
Please take note that it is stated in CY--Calender year, not FY--Financial year

currently it is the third quarter result of Jtiasa financial year, but it is the first quarter of financial year result ended March.

Jtiasa still have three calender year quarters to go--ended June, September and December.

If you look back at Jtiasa's 2012 financial year earning when CPO price is high, it was able to achieve 20 cents earning per share.

To get a PE of 15 with share price RM2.50, it needs to earn 16 cents. It shouldn't be a big problem, given that ffb production has been increasing a lot and it still have logging business. In addition, there are less land for Jtiasa to plant, thus less expenses incurred.

The main point is CPO price must reach RM3,000 per MT, so that Jtiasa can earn more for doing nothing.

Icon, what do u think about A&M? They hv lots of land located in Carey Island, Klang. A&M bought it 20 years ago n now they r gonna to develop golf club and high end bungalow.

Is this kind of asset play stock?

indeed, its businesses r too diversified, trade receivable high and trade receivable turnover is the longest among peers. That's y i prefer Engtex, also one of the possible beneficial of Langat 2, it only focuses on piping n a little of prop.

tq bro, I always keep track of ur posting, ur hv been feeding me lots of precious info.

Aberdeen and Mitsubishi r throwing shares wor

Y Inno never show their list of properties in AR? Isnt this compulsory?

Innoprise oilpalm age profile as at 31 Dec 2013
year planted size (hec) percentage
matured 5896 43.7
matured in 2014 5209 38.6
immatured 262 1.9
newly planted 2135 15.8
total 13502 100

this is my own spreadsheet

Icon bro, ur planting schedule is not accurate

"The company plans to plant up the balance of 2,135 hectares of plantable land in 2013." (taken from Innoprise AR 2013 chairman statement)

I dunno where u get the planted year, coz it is not stated in any statement of Inno

Inno only shows matured, immatured and newly planted hectare area.

Great work! Ur writting is more detail than institutional analysts. I like the way u convert all those big numbers into EPS, which is what I only care bout

Im coming to this Wed's EGM, hopefully can meet u guys there, especially Icon bro, I must thank him personally for his pro-like analysis report

Icon, can u find out the tenants in Atria mall? Hopefully it will hv the same type of tenants like Paradigm. I can c long term stream of revenue if it has tesco n starbuck.

If econ-save came in, than can die lo, juz like ss2 mall.

Keep up Icon Bro, I do own some shares in oskprop.

Why Tan Sri keep buying son instead of mother? According to the latest annual report 13, Tan Sri owns 28% direct interest and 41.59% indirect interest. If buy mother, Tan Sri may encounter mandatory general offer(MGO)of 33% direct interest requirement. If Tan Sri din wn to touch MGO, but still wn to buy into the future of company, the only thing he can buy is warrant lo. Correct me if i was wrong.

The only reason: UNDERVALUE. Quarter result soon will come out n not many ppl notice it. N i knw nothing about technical graph, I juz knw it was selling at a great discounted price even without Pengarang or the latest JV.

I bought it at 1.13, and then added on at 1.22 n hold until now. It's been my family dinner topic these two weeks

Icon8888, I appreciate ur interpretation on the JV proposal, it is jargonless, brief and conscise