Time to run? Wte delay again???

sudah habis cerita?

huge roadblock ahead! Sell now or never!

Any idea when is the official cod of tanah merah wte? The years of project delay really brings cypark down to their knees...

Limit down inkambing....

Limit down tomorrow!

Limit down tomorrow!

Limit down tomorrow!

on contrary, there is no slowdown in data center at all. In fact, it is the only semicon sectors that still registered growth in last quarter.

pc is irrelevant. Dufu can make 10 times more money on 1 single 20TB hdd used by data center than 1 single 2TB hdd used by retailers.

no one uses hdd on their pc or laptop since many years ago....hdd is mainly use to store big data only...

they thought dufu is still very dependence on pc sales but those old days r long gone. They have no idea that data center is a new gold.

many ppl sell dufu because of the weakness in pc demand since dufu is a major global player in hdd's spacer ring...

game over man! game over...

It is time to run whenever u see kyy asks u to buy.

The low production output in Q1 has nothing to do with any other factors but the nature of palm tre.

I am shock that now only kyy knows that Q1 ffb output is always lower than Q4.

how did u get the number 17000m3 ?

Jtiasa is very weak compare to other plantation small cap, qr bomb inkambing?

Well, these monkey analysts were bearish on cpo since 2020.

Buy when they announce the export tax cut?

I wish they reduce the investment in money market fund and give us a special dividen. Afterall, the return of money market fund is very low although it has very low risk. IMO it is better return these money to shareholders.

Cpo shot up because Indonesia announced new policy for cpo export...a modified version of earlier dmo policy.

palm oil gameover!?

FYI, Malaysia lumber/log price has decreasing consistently since early this year because the supply constrain eased after mco.

if u guys were in furniture stocks rally 5-6 years ago, u guys should know that exchange rate plays a more crucial factor in profitability.

msia retail investors r funny because they r bullish whenever the raw material price increases, vice versa. The best recent example was mflour surged when wheat price spiked due the india's export ban.

lumber price is not same as panel board price! lumber is a raw material for panel board!

Elon musk: Car price jacks up 300% after all taxes and excise duty? No thank you.

Most likely indonesia will impose an even higher tax and levy to subsidize the domestic cooking oil price the moment they lift the export ban.

TP20 inkambing.

Simeplt has only 25% of land bank in indonesia and it is a supported by foreign funds.

Anyway i do agree that the rapid falling of tsh is over done. But then i still favor pure msia planter...

Posted by sunnyspoon > 28 minutes ago | Report Abuse

Anyone know reason going down soooo fast????

.......................,............................................
Indonesia bans palm oil export and 80% of tsh palm oil land is in indonesia. Hence the rapid falling.

But the ban will not last forever. Indonesia is expected to lift the ban by end of this month. Personally i strongly believe indonesia will replace the ban with record high export tax and levy in order to subsidize the domestic cooking oil price.

Given msia's intention to cut export tax, i would say pure msia planter will outperform those indonesia counter part.

The amount of money they put in money market fund is about 45cent per shares. How nice if they return just half of it to shareholders....

I notice that flb put a lot of spare money in money market fund. Does anyone has any idea why they do so? Wouldnt it nice if they return the money to shareholders as a special dividen?

US plywood ppi data yesterday was still at high level...

according to the report, the indonesia export ban could last until july. That is why tsh is going down because 85% of their palm oil land in indonesia.

Hope there will be a special dividen when they recover rm13mil.

like i said, panic selling was expected. Just the magnitude of panic selling was much lower than my expectation.

msia cpo stock level improved because the oversea buyers temporarily stopped buying and consume their domestic cpo stock only. Nevertheless their stock level wont last long indefinitely. They will eventually start buying again.

If u read the latest release from the cargo surveyor, u will know that they started buying fenzy early this month, which is about 40% more than the same period last month.

But then the price had dropped 20% from the recent top rapidly. So the competition for cheap shares tomorrow could be huge.

So sendiri pandai pandailah...

king, maybe i should rephrase myself.

To those misinformed newbie investors, it is a bad result because they dont know the strong seasonality of palm oil industry. So, their panic selling is very much expected.

if u r a smart veteran investor, given the similar cpo price range, then u should know Q1 result is always lower than Q4, Q2 better than Q1, Q3 better than Q2 and Q4 better than Q3.

that is why i said tomorrow is a perfect opportunity to buy cheap at the expenses of noob investors. Maybe not RM1 but definitely lower than today's close.

well john, u dont know that...plenty of ignorance newbie investors who have no experience and knowledge in the seasonality nature of palm oil trees.

john, trust me, not everyone knows that. I guarantee got noobs panic selling tomorrow. Those smart one already sold at above 1.2 and start to collect back tomorrow onward.

Rm1 come to papa tomorrow!

Bad result is expected because Q1 always lower than Q4. Market already knew that that was y free falling from above rm1.2 in just a few days...

If u do your homework compared the monthly production figures then u should sell last week and buy back after qr.

Many of those who bought upon breakout at 1.62 are panic and cutting losses since yesterday.

i am happy to collect back my shares at much much lower price now.

It is not wise to compare the Q1 result with Q4 because of strong seasonality of palm oil industry.

It is the nature of plam oil tree that the crop yield in Q1 is always the lowest.

PN17 imminent because subur does not have enough cash flow to pay its debt.

No worry, the export ban will be lifted within a month.