https://www.youtube.com/watch?v=nXtOMPTYhSQ
Bio100

Post removed.Why?

Wang1245677, can you elaborate more??

Something I not comfortable with TDM is why they have so many court cases under their healthcare units.

TDM manages 43991 hectares of land for their palm plantation.

43991 hectares = 4,735,150,000 square feet

Today Market price of TDM around RM303 Million. You are paying:

303M/4,735,150,000 = RM 0.064 per square feet for their palm plantation, NOT to mention the 4x hospitals. How much you pay for your condo today?? Even though most of their land are leasehold, but RM0.064 for leasehold land still dirt cheap la..

Empire Resort share shot up because of the privatization news, Genting going to buy at USD 9.50.

I expect for Samchem to get a better IPO price and premium to list in Vietnam, they must wait China and US trade to settle down first, once that is done, they will announce the Vietnam listing news. Slowly accumulate this counter, at least good dividend to receipt every quarter. Nothing to worry. Borrowing is reduced as shown in the recent quarter report.

TDM: "今日你对我爱理不理， 它日我会让你高攀不起"

where did you see the negative cash flow titus? Based on later Quarter report, the cash flow is positive, RM5m+. Based on 2018 Yearly report, overall cashflow is negative RM-20m+, but the "Operating profit before working capital changes" is RM40m+. The -RM20m was mainly caused by some investment and capital changes which I think not permanent.

Gearing reduced from 0.37x to 0.35x. Syariah Compliance threshold = 0.33x, TDM is going to strike for Syariah compliance, by the time come, Tabung Haji will started to accumulate again. Stay tune.

Free gift to i3 forum user.

https://imggmi.com/full/2019/6/14/c7b129d411922e53bd0cc930ece0e8f0-full.png.html

Orange Line : Malaysia CPO production per month
Blue Line : Malaysia CPO Sold per month
Grey Line : Malaysia CPO Stock Left end of the month
Yellow: Monthly Average CPO Price (RM x1000)

Summary, in 2019, we are selling more CPO than what we can produce. The stock is shrinking and price will be gradually going uptrend.

AGM today, anyone attending?

1.99 esp is good for RM0.58 counter.

CoolBull, obviously you don see the different between SMFPHG and normal user in i3. If you are someone normal, use a normal name instead but not a political sensitive name like SMFPHG. Got it? Anyway, this will be my last comment to touch on SMFPHG related issue as I'm not interested to further argue on this topic which doesn't really going to affect my investment portfolio.

SaveMsiaFromPHGov, to be fair, what do you think BN will do if they still with power in Putrajaya?? Do you think BN going to provide a better solution than PH? Don politicize the forum, here is for investment discussion not for ppl to blame this blame that. Just dump all your CPO counters and buy something else if you are not confident with the ppl who manages. No body putting a gun on your head to ask you buy.

Market is quite bad today, buy some at 0.19, but also put some bullet at 0.18 just in case.

ok guys, 0.19 hits, time to sell your wife and do the needful. haha. Next stop 0.24.

From the chart, it seem like TDM is forming a Cup and handle. If it does, it could drop below 0.20 and pull back to 0.18-0.19, then try to beat 0.24. If break 0.24, next stop should be 0.26-0.27. My call is, if it pull back to 0.18-0.19 again, don hesitate to sell your car/house or wife to buy.

https://www.sinchew.com.my/content/content_2047148.html

https://www.malaysiakini.com/news/474436

Another good news.

Screen through the 2018 Annual Report. Summarized some details that I think is quite important:
1) Page 2, Shariah Compliancy (Look like the group is working very hard to keep this counter back to shariah list). In page 12, Gearing Ratio in 2018 is now back to 0.35 after the debt rationalization happen early this year.

2) Page 5, thought it was a loss before tax year in 2018, EBITDA for both Plantation and Healthcare are positive (Healthcare sector is growing very great).

3) Page 20, Chairman said that "I am pleased to inform our valued shareholders that many of the factors, events and market forces that impacted our performance during the year in review have either been resolved or are set to lean towards our favour". I personally think that this statement meant alot. A very good news. "TDM is poised to achieve better results in the new fnancial year (FY2019) and carry forward this growth momentum in the medium to long-terms." Look like the coming year business should be better than 2018. I think Dato' Haji Idris Raja Kamarudin is doing a great job as the Chaiman.

4) Page 24-26, keep talking about improving efficiency , reducing cost and optimizing the harvesting. Good direction. Page 26, in the BDP, group is eyeing on any brown field to ventures. TDM is looking forward to acquire any profit making company directly to speed up the earning. Targeted to increase the bed number from 407--> 1000 (more than 100%+) by 2022.

5) Page 27, "realised average price for CPO was RM74 higher than the Malaysian Palm Oil Board (MPOB); non-premium CPO was still higher than MPOB". Due to the CSPO, RSPO and MSPO, TDM is selling our product at higher rate than the average market CPO company. Very good indicator.

6) Page 28, Gearing and Debt Rationalization Exercise. Mainly talk about saving financial cost and pave way back to syariah compliance list. Thumb up to the management.

7) Page 34, "The Company has identifed the root causes of the sluggish performance and we have started to implement our VCP to address the issues. "n addition, labour shortages will continue to be one of main challenges of the operations. We are exploring new innovations to improve productivity via mechanisation and technology, such as usage of grabber which will save labour cost by 30%"

8) Page 41, "we expect production to improve in 2019 and provide higher returns in the new fnancial year. We are also confdent that Kalimantan can resume business as usual within the next three years.".

Global CPO price dropped since mid of 2018, mainly caused by a few reasons as below:
1) Trade war between US vs China, which cause soy bean price to drop (soybean oil price is directly proportional to CPO price).
2) France proposed to fully stop using CPO in biodiesel in EU countries, estimate to fully stop in year 2030.
3) Drop of Crude Oil in 2018.

Obviously, due to the reasons (maybe more reason out there that I'm not fully aware of), many CPO related counters were undervalue now.

1) US vs China trade going to be wrapped up soon. Soybean price should be stabilize which should bring up CPO price as well.
2) EU used to be our 2nd largest CPO export region in 2018. However, since now China already planned to buy 21%+ more CPO from Malaysia, this will fully offset the effect of EU ban. If we manage to stop the EU ban of our CPO, that's going to be another great bonus.
3) Crude oil price is recovered and expected to hit 90USD anytime soon in the future.

Based on these new trend, I believe that CPO counter should be back on track on their business. TDM was previously stood around 0.95sen, of course thing take time to recover, however I believe that for near term, it should back to at least 50% of what its peak previously. Should be around 0.45-0.55sen. Before another big waive which driven by the actual business data to push to >90sen. Just my 2cents.

2018 Annual report going to be announced any time soon. Can't wait to see what the new Chairman and CEO going to say and company direction.

Based on 2017 Annual report:
1) Page 194, Terengganu Hospital: Net Book Value = 182mil
2) Page 194, K.Jaya Hospital: Net book value = 16mil
3) Page 193, TDMC Hospital: Net book value = 31.6mil
4) Page 193, Kuantan Hospital: Net book value = 118.8mil

Total: net book value for 4 hospitals stood at: RM348.4mil.
TDM's open market share: 1682mil. TDM's 4x Hospitals asset already worth RM0.207per share. Those who brought TDM at <20sen, you got all their plantation business for FREE, FREE, FREE. Many may argue that the plantation land asset meant nothing, as it cannot be encash if the land doesn't generated income to the group. However, we all know that TDM's hospital is making great income. Anything you buy below 20sen is only buying for its Hospital business which is making good progress now and in the future. Plantation division just a bonus for us. So judge yourself if TDM a good buy and hold for longer term. It is super undervalue now...

Very good news la... another 1.9mil tons by China.

In year 2018, total export of CPO was 16,487,556 tons.

In March, 4 of China companies agreed to buy 1.62mil tons more.
Today, another <1.9mil tons (Is said supply of a minimum of 1.9 million tonnes of palm oil to China over a five-year period, starting from 2019).

So total 3.52 mil tons from China alone.

3.52mil/16.4mil = 21 %. Till date, China already planned to buy 21%+ more CPO from Malaysia. That's a very good sign for our CPO. Hidup Tun M, Hidup Robert Kuok.

On top of that, our Ministry of Defend proposed to exchange CPO products with military equipment(personally I think that's a very very good proposal). The worst is over for CPO. Time to enjoy the fruit that we planted. RM1 is not a dream, however I'm happy enough if TDM will go back to 0.80.

Funds managers is buying into TDM. Tighten your seat belt..

ok.. time to go down the bus. bye bye..

You guys keep talking good thing about the ECRL, our MCA's macai will be very sad one you know. They kept talking about our Tun U-turn here and there and piss off China liao, ppl don want to invest and buy from Malaysia liao... Malaysia die liao bla bla bla..

Bought TDM since it was Rm0.5x+, and keep until today. Keep buying at <0.2, to lowering average price. Contribute more than 50% of my total portfolio. Good thing take time to turn into gold.

Just loaded this two days. Will buy more if it drop back to 0.18. In TDM, we believed. TDM's four hospitals already worth more than 300 millions on the book, and today, TDM's market value is only 320 millions. Buy their hospitals now at RM 0.19 and get all their land and palm oil for FREE..

in the previous wave, it stopped at 0.21-0.22, hence there are many ppl "stuck/die" in that zone, as what chinese like to say, at that zone, there are many "ghosts" there waiting for redemption, so it will be a retrace if this counter hit 0.21-0.22. Sell at that zone, just my 2 cents.

Guys, don sell now, 21-22 sen is where you should sell and buy back around 0.19 before another wave coming. I think the new CEO is buying or this counter is back into syariah list.

Hor Seh already. TP RM4.2, those who saw my previous comment back in Dec 2018, I already hint you guys on the bonus issue.

US freeze interest hike. US will drop against RM, bad news for Inari.

Everytime GENM share buy back, but the share price stay static at that range. It means GENM only sustain the price, when GENM stop buying, share price will drop. For Long term, i think is ok, but short term, catch at lower ground.

TP 1.1-1.3. Very solid foundation counter.

You may get the CPO export data from:
http://bepi.mpob.gov.my/index.php/en/statistics/export/192-export-2018/867-export-of-palm-oil-to-major-destinations-2018.html

In Year 2018, our total palm oil export to the world was around 18.4 million tons. China just increase their portion for another extra 1.62 million tons. To be precious is it 8.8%+ increased. However, the effect will not be so soon to be reflected in the company report. For long term, it is definitely a good sign for CPO counter.

Sell now and wait for <0.075

LUSTER is a very small cap counter. Few million profit will see the report look very look. Casino and Gaming is always a long term win business. This counter may stay stagnant for next few months at this level, but for long term, it going to be a huge gain.

The gaming & casino segment is doing great. Improvement from year to year. I'm glad that management is venture into Vietnam. This country is blooming for the next years to come.

Might be another round of impairment loss that due to the 21st Fox century themepark this quarter.

0.66sen. Assuming dividend is 3 sen per year, you get 4.5%DY. Assuming EPS is 1.66 for 4x quarter, 0.66/0.064=PE10.3. It is very attractive now.. BUY>.....

Time to accumulate. 0.67sen for SAMCHEM is a good bargain.

Current price had already factored in this bad quarter.

Vietnam GDP is blooming la.. worry not. Just buy while it is cheap..

Ministry of International Trade and Industry (Miti), Deputy Minister Dr Ong Kian Ming will be given a speech at Pentamaster on Monday.

ops. another legal case for Genting goup.

Guest what. Hear from penta factory, something good is coming. Hint: What happen in 2018, will happen again in 2019. Stay tune.

Tabung Haji seem to have trouble and have to cut down their exposure in stock market. So no doubt they will sell regardless what. Just be prepared. Thanks to our previous PM's crony team who drain out the Tabung haji money..

guys, with 10% additional private placement, do expect the EPS will be affected by 10% as well. Take Rm0.09 as and average, the price could possible stay at 0.08 for quite sometime before it will shot up again.

说好的 limit down 呢？ 我排了 Rm2.01, 为什么你们不卖给我？

enid888, it is up to 35%, not 35%. Most importantly, the VIP room tax is not 35% but 20% if i'm not mistaken. Hence, the actual effect of the tax is not as bad as what you predict (35%).