Pakai otak think lah!

As usual philip only look at the superficial at positive side without obvious assessing without assessing the negative high risk mah!

1. Innoprise is a concession or Business Reits with very short term expiry coming in about 8 years term....meaning in 8 years time Sabah foundation can just take back their land by not renewing the concession loh!
2. There is a dispute between Sabah foundation and Innoprise on the quantum of the lease rental for the land that innoprise suppose to pay loh! This the sabah govt said Innoprise under paid them for many years loh! If Innoprise will to make good of this payment for many years, the company will not report such a good result anymore loh!
3. Given such a major dispute with the sabah govt the risk of non renewal of the concession is extremely high loh! Even renewed there will be big back payment & much higher future lease Rental needed that will affect its attractiveness of this stock.
4. Most Plantation own their lands with only a few exception like FGV and Innoprise operate on a concession basis loh! Under this model this company does not really benefit from appreciation of land prices which is a natural hedge against inflation mah!

Why there is a very high chance the concession will not be renewed leh ?

The Board or the Govt feel that Inno try to cheat them by changing the agreement in 2019 with the management thats why it was rejected by the Board Of Directors of the Govt side loh!

Even if the rental is renewed there will be huge compensation for past payment plus very much higher rental to be paid mah!

That means very uncertainty loh!

Lu tau boh ?


Posted by Philip ( buy what you understand) > Dec 6, 2021 8:02 AM | Report Abuse

Correct, which is why I bought innoprise plantations. Stockraider half past six simply talk just to hear his own sound without knowing why lengyuen also buy inno and not taan nonsense.

But you have to realize why YS is also applying for additional 15k hectares state land adjoining to give to inno plant again within the next few years

>>>>>>>>>>

Nothing to worry, Agreement between Innoprices corporation Sdn Bhd (Serijaya) and Sabah Gov (Benta Wawasan) already extended to 60 years to develop 22,763 hectares land and i personally dont think they will take back the land since Sabah Foundation hold Inno share. What they can do is to entered into supplementary agreement.

in addtional cold eye also hold inno share. hihihihi
05/12/2021 10:02 PM

Mike,

Our current bet score is 1-1 mah!

The game is still on until final result on 26-6-2023....so sibuk talk big for what leh ?

Another big undervalue stock with huge margin of safety loh!

Should not miss loh!

Najib avoided recession during his time, bcos he simply spend without thinking & caring of future msian as long as his kitty is laying & line up with huge funds loh!

It is najib that caused exchange rate RM to collapse beyond Rm 4 to USD 1 mah!

The counters i mentioned is related to palmoil stocks and comparable to innoprise business mah!

Bcos u bad mouthed sifu calvin, simply promote palmoil counters here....then u should be open when people are critical of your palmoil picks mah!?

Lu tau boh ?

Posted by Philip ( buy what you understand) > Dec 5, 2021 4:12 PM | Report Abuse

Why are you trying to promote your stocks in other people's write up?

U R the shareholder of Yayasan sabah or the Shareholder of innoprise mah ?

If u r the shareholder of yayasan sabah than there is no question of taking back of the palmoil land....bcos the land belong to yayasan sabah maH!

The key point for Innoprise are;

1. Innoprise is a concession or Business Reits with very short term expiry coming in about 8 years term....meaning in 8 years time Sabah foundation can just take back their land by not renewing the concession loh!
2. There is a dispute between Sabah foundation and Innoprise on the quantum of the lease rental for the land that innoprise suppose to pay loh! This the sabah govt said Innoprise under paid them for many years loh! If Innoprise will to make good of this payment for many years, the company will not report such a good result anymore loh!
3. Given such a major dispute with the sabah govt the risk of non renewal of the concession is extremely high loh! Even renewed there will be big back payment & much higher future lease Rental needed that will affect its attractiveness of this stock.
4. Most Plantation own their lands with only a few exception like FGV and Innoprise operate on a concession basis loh! Under this model this company does not really benefit from appreciation of land prices which is a natural hedge against inflation mah!

Posted by Philip ( buy what you understand) > Dec 5, 2021 4:12 PM | Report Abuse

You do realize that innoprise is owned by sabah foundation right? In fact the managing director is appointed by the board of trustees of yayasan sabah. The reason for doing so is that foundation is tax free due to being a foundation, while innoprise is the main sabah foundation subsidiary that is allowed to do business. YS can only receive dividends as part of its requirement to being a foundation, so there is no such thing as taking back as it already "belongs" to yayasan sabah.

People will not find patience if the investment manager put its substantial assets precious cash on time deposits for more than 6 yrs just to lock in the vested fund manager fees loh!



Posted by JohnDough > Dec 5, 2021 1:04 PM | Report Abuse

“One of Nomad’s key competitive advantages will be the aggregate patience of its investors.

We are genuinely investing for the long term (few are!), in undervalued firms run by management teams who may be making decisions the fruits of which may not be apparent for several years to come.

In the near term our results are as likely to be bad as good, but we are confident that in the long run they will prove satisfactory. If Nomad is to have a competitive advantage over our peers this will come from the capital allocation skills of your manager and the patience of our investors.

In the latter we have started well, with no investor turnover since we began and almost no enquiries into performance despite the general decline in market prices. This is very unusual and a huge credit to our investors and implies a similar long-term outlook.

Only by looking further out than the short-term crowd can we expect to beat them. It is for this reason we named Nomad an Investment Partnership and not a fund. The relationship we seek is quite different.”


Nomad Investment Partnership Dec 2002 Letter by Nick Sleep

Goodwill usually due to over payment for their investment or assets mah!

Now become useless...so write off or impairment loh!

Loan default already starting mah!

When Putrajaya abuse their rights and treat sarawak as msian step child and did not honor MA 63 agreement, do u still trust putrajaya ?

Just switch to Bplant or insas lah!

Nothing so special about Philip, he is just a momentum speculator mah!

Posted by Sslee > Dec 5, 2021 12:53 PM | Report Abuse

I wonder whether Philip already sold his stoneco?
NASDAQ:STNE https://g.co/kgs/8sugVi

Only criminals will find benefit of cryto currency mah!

Ordinary people should just avoid loh!

Think lah!

Why they write off the huge goodwill leh ?

They must be something wrong loh!

Just avoid this Govt bank loh!


Posted by Thirai Thiraviam > Dec 5, 2021 10:49 AM | Report Abuse

If we add the goodwill impairment of RM1.22 bil to net income, the TTM earnings rises to RM0.49, and @12.7 PER, that translates to a TP of RM6.22. Not a bad situation, I think.

The biological weapons war program is in USA instead of China loh, thats why USA refuse WHO inspection unlike China who have given 1st access mah!

Yes ALOT OF VALUE IN PLANTATION MAH!

Anwar should start bringing back rafizi and his beloved daughter Nurul loh!

This will inject new life to PKR mah!

Yes

But the trend is always increasing religious compare to less for muslim country loh!

Posted by Tobby > Dec 5, 2021 12:32 PM | Report Abuse

You know, once upon a time Iran was modern moderate soceity just like Malaysia was back in the 90s! Then the fake holymen took over!
It only takes few fake holymen to control entire nation like Iran and Aghanistan!
Same with Malaysia! If those fake holymen takes control of Malaysia, total goner! Even if majority malays revoke against them!
Morally of the story, moderation is key to progress! Too much race or religion spoil everything!

If want indian curry food or roti canai go for hindu Indian non halal restaurants mah!

The non have to make a wise stand loh!

As people are always driven by self interest mah!

It is the war of have not malays v elite malays loh!

I believe the longterm trend of right will beat the wrong mah!

The non can pick the right side of the malays to side loh!

Posted by polycarp > Dec 5, 2021 12:26 PM | Report Abuse

As if i care whether you accept
me or not. I have to be comfy in
my own shoes. I dont need your
approval. Who are you?@#

Very true loh!

Thats why very important that need to get the west to pay for the extra cost. Do not under price loh!

Posted by Johnzhang > Dec 5, 2021 9:27 AM | Report Abuse

The western economies is using ESG to narrow the competitive advantage that developing economies enjoy. It's a long term strategy to eventually move some jobs back to their countries. Companies/business too dependent and yet concentrated on a few western buyers will be subject to constant threat.

The issue is they do not need to trust dap.

It is which malay side {the non represented by DAP} will side is the matter mah!

It is the war of have not malays v elite malays loh!

I believe the longterm trend of right will beat the wrong mah!


Posted by bsinvestor > Dec 5, 2021 12:12 PM | Report Abuse

malay won't trust DAP no matter what they did.

10k to 20k malaysian chinese in china is nothing lah!

Compare to 2m to 3m msian chinese in Usa, Canada, Uk, australia, new zealand, spore and Hk loh!

It is the war of have not malays v elite malays loh!

I believe the longterm trend of right will beat the wrong mah!


Posted by DickyMe > Dec 5, 2021 11:58 AM | Report Abuse

Non Malays too mistrust Malay parties because they openly discriminate.

They never attempt to bond but keeep everything to themselves.

DAP will never be accepted even if they convert and offer to share same bed.

It is wet dream by some fools.

You are talking about water and oil.

It is the war of have not malays v elite malays loh!

I believe the longterm trend of right will beat the wrong mah!


Posted by DickyMe > Dec 5, 2021 11:58 AM | Report Abuse

Non Malays too mistrust Malay parties because they openly discriminate.

They never attempt to bond but keeep everything to themselves.

DAP will never be accepted even if they convert and offer to share same bed.

It is wet dream by some fools.

You are talking about water and oil.

What is the use...?

U like the song but less people listen mah!

If there is need for single malay language, it will be bahasa Indonesia mah!


Posted by DickyMe > Dec 5, 2021 11:54 AM | Report Abuse

Indonesia's Malay is very crude.

I like the Malay language spoken and taught before 1980s.

Anwar Ibrahim contaminated Bahasa Malaysia with his nonsensical Bahasa Baku, which sounds more Indonesian.

Need to understand this loh!

Chinese should be preferably not be chauvinist bcos we are the minority & thus we must undo the wrong and do the right thing loh!

Yes malay are more chauvinist...bcos of years of govt brain washing...thus in our time we need to correct their wrong perception from being continue being manipulated mah!

We should start the correction & education trend now loh!

PKR & Amanah and to certain extent should start the quest right now loh!


Posted by DickyMe > Dec 5, 2021 11:46 AM | Report Abuse

If Dr. Boo is chauvinist, all Malay parties are same too for not promoting inclusivity.

Hannah did the wrong thing loh

She is naive and an dumb leader loh!

Dr Boo is visionary and that is why he is a medical doctor mah!

Even if Dap bend down and offer their rear ends, the Malays will accept it but will vote for Malays loh.

Very Important to take note loh!

Although Malay are use for about 350m of the world populations, but we must be careful to differentiate Indonesia malay language v Malaysia Malay language loh!

Indonesia malay language are use by 300m people whereas Msia malay language are use only by 50m people loh!

Indonesia malay and msia malay language are not totally similar loh!

Also although indonesia malay is the national language of the country but it is not the widely spoken mother tongue language in indonesia...Java language is the most widely spoken in indonesia loh!

Learn your lesson loh!

People think 0.5 sen is the limit loh!

The kon management can come up with ESOS, Private Placement, consolidations, Rights Issue, Restructuring at the end the share price can be even lower than 0.5 sen loh!

Lu Tau Boh !

It is a kon mah!

True story mah!

Learn your lesson loh!

People think 0.5 sen is the limit loh!

The kon management can come up with ESOS, Private Placement, consolidations, Rights Issue, Restructuring at the end the share price can be even lower than 0.5 sen loh!

Lu Tau Boh !

It is a kon mah!

Learn your lesson loh!

People think 0.5 sen is the limit loh!

The kon management can come up with ESOS, Private Placement, consolidations, Rights Issue, Restructuring at the end the share price can be even lower than 0.5 sen loh!

Lu Tau Boh !

It is a kon mah!

Learn your lesson loh!

People think 0.5 sen is the limit loh!

The kon management can come up with ESOS, Private Placement, consolidations, Rights Issue, Restructuring at the end the share price can be even lower than 0.5 sen loh!

Lu Tau Boh !

It is a kon mah!

Learn your lesson loh!

People think 0.5 sen is the limit loh!

The kon management can come up with ESOS, Private Placement, consolidations, Rights Issue, Restructuring at the end the share price can be even lower than 0.5 sen loh!

Lu Tau Boh !

It is a kon mah!

Learn your lesson loh!

People think 0.5 sen is the limit loh!

The kon management can come up with ESOS, Private Placement, consolidations, Rights Issue, Restructuring at the end the share price can be even lower than 0.5 sen loh!

Lu Tau Boh !

It is a kon mah!

Learn your lesson loh!

People think 0.5 sen is the limit loh!

The kon management can come up with ESOS, Private Placement, consolidations, Rights Issue, Restructuring at the end the share price can be even lower than 0.5 sen loh!

Lu Tau Boh !

It is a kon mah!

Learn your lesson loh!

People think 0.5 sen is the limit loh!

The kon management can come up with ESOS, Private Placement, consolidations, Rights Issue, Restructuring at the end the share price can be even lower than 0.5 sen loh!

Lu Tau Boh !

It is a kon mah!

Learn your lesson loh!

People think 0.5 sen is the limit loh!

The kon management can come up with ESOS, Private Placement, consolidations, Rights Issue, Restructuring at the end the share price can be even lower than 0.5 sen loh!

Lu Tau Boh !

It is a kon mah!

Learn your lesson loh!

People think 0.5 sen is the limit loh!

The kon management can come up with ESOS, Private Placement, consolidations, Rights Issue, Restructuring at the end the share price can be even lower than 0.5 sen loh!

Lu Tau Boh !

It is a kon mah!

Avoid this kon stock loh!

Avoid this kon stock loh!

Avoid this kon stock loh!

Avoid this kon stock loh!

Avoid this kon stock loh!

Avoid this kon stock loh!

Hannah did the right thing loh!

She is moderate and an intelligent good leader loh!

Dr Boo is a chauvinist despite he is a medical doctor mah!

Dap needs to move towards moderate side in order for long term survivability loh!

THE DANGER FAKE SENSE OF CONFIDENT THIS PHILIP HAS PROJECTED!

Alot of People would have remember Raider had a bet with Philip on QL Rm 6.70 v Insas Rm 0.67 for 2 years loh!
FYI raider had beaten Philip on this for consecutive year 1 & year 2 plus overall win loh!

The main reason why Raider decide to bet is due to arrogrance of Philip belittling Insas & Sifu Sslee which is a very sound margin of safety investment pick loh!

True to raider analysis Insas turn out a better investment than QL loh!
Yes QL is a good company but this Philip has no sense of value by over paying for this stock mah!. Remember W.Buffet says never over pay on your investment bcos it will drag down your return mah!
The valuation metrics of QL do not support QL share price when he bet with Raider loh!

Coming back to Innoprise, Philip recent pick...u will have notice that sifu calvin also promoted this stock loh! As usual General Raider agreed with most of sifu calvin palmoil stock selection as sound especially TAANN and BPlant but Innoprise is one of the few stock in which Raider has big reservation despite giving good decent dividend yield of 7% to 8% pa far exceed most plantation loh!

Why leh ?
1. Innoprise is a concession or Business Reits with very short term expiry coming in about 8 years term....meaning in 8 years time Sabah foundation can just take back their land by not renewing the concession loh!
2. There is a dispute between Sabah foundation and Innoprise on the quantum of the lease rental for the land that innoprise suppose to pay loh! This the sabah govt said Innoprise under paid them for many years loh! If Innoprise will to make good of this payment for many years, the company will not report such a good result anymore loh!
3. Given such a major dispute with the sabah govt the risk of non renewal of the concession is extremely high loh! Even renewed there will be big back payment & much higher future lease Rental needed that will affect its attractiveness of this stock.
4. Most Plantation own their lands with only a few exception like FGV and Innoprise operate on a concession basis loh! Under this model this company does not really benefit from appreciation of land prices which is a natural hedge against inflation mah!

Coming back another Philip high risk pick is yinson! This is touted by Philip as one of the best investment....u will need to becareful on Yinson loh!
1. Yinson has very high borrowings mah!
2. The FPSO has very long gestation period loh!
3. Oil & Gas have negative ESG and the trend are to shunned this type of business in the long run loh! What happen oil & gas collapse, yinson customer can usually just walk away leaving the company to carry the bags loh! This has happened b4 in the case of Armada loh!

I believe Yinson risk is like Serba loh....just be very careful when u look at Yinson...as based on past records Philip analysis had missed many critical area & his analysis are superficial with flaws as in the case of serba & scib. Philip is actually a high risk taker mah!

It is best u go for TAANN if u want to invest base on dividend yield as this stock can give 6%pa to 7%pa but if u want capital gain on land appreciation Bpland is the pick as it has big track of potential commercial & residential land at the cost of plantation mah. Its dividend yield also quite decent at 4% pa to 5% pa loh!
The above stocks is also calvin sifu pick loh!

THE DANGER FAKE SENSE OF CONFIDENT THIS PHILIP HAS PROJECTED!

Alot of People would have remember Raider had a bet with Philip on QL Rm 6.70 v Insas Rm 0.67 for 2 years loh!
FYI raider had beaten Philip on this for consecutive year 1 & year 2 plus overall win loh!

The main reason why Raider decide to bet is due to arrogrance of Philip belittling Insas & Sifu Sslee which is a very sound margin of safety investment pick loh!

True to raider analysis Insas turn out a better investment than QL loh!
Yes QL is a good company but this Philip has no sense of value by over paying for this stock mah!. Remember W.Buffet says never over pay on your investment bcos it will drag down your return mah!
The valuation metrics of QL do not support QL share price when he bet with Raider loh!

Coming back to Innoprise, Philip recent pick...u will have notice that sifu calvin also promoted this stock loh! As usual General Raider agreed with most of sifu calvin palmoil stock selection as sound especially TAANN and BPlant but Innoprise is one of the few stock in which Raider has big reservation despite giving good decent dividend yield of 7% to 8% pa far exceed most plantation loh!

Why leh ?
1. Innoprise is a concession or Business Reits with very short term expiry coming in about 8 years term....meaning in 8 years time Sabah foundation can just take back their land by not renewing the concession loh!
2. There is a dispute between Sabah foundation and Innoprise on the quantum of the lease rental for the land that innoprise suppose to pay loh! This the sabah govt said Innoprise under paid them for many years loh! If Innoprise will to make good of this payment for many years, the company will not report such a good result anymore loh!
3. Given such a major dispute with the sabah govt the risk of non renewal of the concession is extremely high loh! Even renewed there will be big back payment & much higher future lease Rental needed that will affect its attractiveness of this stock.
4. Most Plantation own their lands with only a few exception like FGV and Innoprise operate on a concession basis loh! Under this model this company does not really benefit from appreciation of land prices which is a natural hedge against inflation mah!

Coming back another Philip high risk pick is yinson! This is touted by Philip as one of the best investment....u will need to becareful on Yinson loh!
1. Yinson has very high borrowings mah!
2. The FPSO has very long gestation period loh!
3. Oil & Gas have negative ESG and the trend are to shunned this type of business in the long run loh! What happen oil & gas collapse, yinson customer can usually just walk away leaving the company to carry the bags loh! This has happened b4 in the case of Armada loh!

I believe Yinson risk is like Serba loh....just be very careful when u look at Yinson...as based on past records Philip analysis had missed many critical area & his analysis are superficial with flaws as in the case of serba & scib. Philip is actually a high risk taker mah!

It is best u go for TAANN if u want to invest base on dividend yield as this stock can give 6%pa to 7%pa but if u want capital gain on land appreciation Bpland is the pick as it has big track of potential commercial & residential land at the cost of plantation mah. Its dividend yield also quite decent at 4% pa to 5% pa loh!
The above stocks is also calvin sifu pick loh!

THE DANGER FAKE SENSE OF CONFIDENT THIS PHILIP HAS PROJECTED!

Alot of People would have remember Raider had a bet with Philip on QL Rm 6.70 v Insas Rm 0.67 for 2 years loh!
FYI raider had beaten Philip on this for consecutive year 1 & year 2 plus overall win loh!

The main reason why Raider decide to bet is due to arrogrance of Philip belittling Insas & Sifu Sslee which is a very sound margin of safety investment pick loh!

True to raider analysis Insas turn out a better investment than QL loh!
Yes QL is a good company but this Philip has no sense of value by over paying for this stock mah!. Remember W.Buffet says never over pay on your investment bcos it will drag down your return mah!
The valuation metrics of QL do not support QL share price when he bet with Raider loh!

Coming back to Innoprise, Philip recent pick...u will have notice that sifu calvin also promoted this stock loh! As usual General Raider agreed with most of sifu calvin palmoil stock selection as sound especially TAANN and BPlant but Innoprise is one of the few stock in which Raider has big reservation despite giving good decent dividend yield of 7% to 8% pa far exceed most plantation loh!

Why leh ?
1. Innoprise is a concession or Business Reits with very short term expiry coming in about 8 years term....meaning in 8 years time Sabah foundation can just take back their land by not renewing the concession loh!
2. There is a dispute between Sabah foundation and Innoprise on the quantum of the lease rental for the land that innoprise suppose to pay loh! This the sabah govt said Innoprise under paid them for many years loh! If Innoprise will to make good of this payment for many years, the company will not report such a good result anymore loh!
3. Given such a major dispute with the sabah govt the risk of non renewal of the concession is extremely high loh! Even renewed there will be big back payment & much higher future lease Rental needed that will affect its attractiveness of this stock.
4. Most Plantation own their lands with only a few exception like FGV and Innoprise operate on a concession basis loh! Under this model this company does not really benefit from appreciation of land prices which is a natural hedge against inflation mah!

Coming back another Philip high risk pick is yinson! This is touted by Philip as one of the best investment....u will need to becareful on Yinson loh!
1. Yinson has very high borrowings mah!
2. The FPSO has very long gestation period loh!
3. Oil & Gas have negative ESG and the trend are to shunned this type of business in the long run loh! What happen oil & gas collapse, yinson customer can usually just walk away leaving the company to carry the bags loh! This has happened b4 in the case of Armada loh!

I believe Yinson risk is like Serba loh....just be very careful when u look at Yinson...as based on past records Philip analysis had missed many critical area & his analysis are superficial with flaws as in the case of serba & scib. Philip is actually a high risk taker mah!

It is best u go for TAANN if u want to invest base on dividend yield as this stock can give 6%pa to 7%pa but if u want capital gain on land appreciation Bpland is the pick as it has big track of potential commercial & residential land at the cost of plantation mah. Its dividend yield also quite decent at 4% pa to 5% pa loh!
The above stocks is also calvin sifu pick loh!

THE DANGER FAKE SENSE OF CONFIDENT THIS PHILIP HAS PROJECTED!

Alot of People would have remember Raider had a bet with Philip on QL Rm 6.70 v Insas Rm 0.67 for 2 years loh!
FYI raider had beaten Philip on this for consecutive year 1 & year 2 plus overall win loh!

The main reason why Raider decide to bet is due to arrogrance of Philip belittling Insas & Sifu Sslee which is a very sound margin of safety investment pick loh!

True to raider analysis Insas turn out a better investment than QL loh!
Yes QL is a good company but this Philip has no sense of value by over paying for this stock mah!. Remember W.Buffet says never over pay on your investment bcos it will drag down your return mah!
The valuation metrics of QL do not support QL share price when he bet with Raider loh!

Coming back to Innoprise, Philip recent pick...u will have notice that sifu calvin also promoted this stock loh! As usual General Raider agreed with most of sifu calvin palmoil stock selection as sound especially TAANN and BPlant but Innoprise is one of the few stock in which Raider has big reservation despite giving good decent dividend yield of 7% to 8% pa far exceed most plantation loh!

Why leh ?
1. Innoprise is a concession or Business Reits with very short term expiry coming in about 8 years term....meaning in 8 years time Sabah foundation can just take back their land by not renewing the concession loh!
2. There is a dispute between Sabah foundation and Innoprise on the quantum of the lease rental for the land that innoprise suppose to pay loh! This the sabah govt said Innoprise under paid them for many years loh! If Innoprise will to make good of this payment for many years, the company will not report such a good result anymore loh!
3. Given such a major dispute with the sabah govt the risk of non renewal of the concession is extremely high loh! Even renewed there will be big back payment & much higher future lease Rental needed that will affect its attractiveness of this stock.
4. Most Plantation own their lands with only a few exception like FGV and Innoprise operate on a concession basis loh! Under this model this company does not really benefit from appreciation of land prices which is a natural hedge against inflation mah!

Coming back another Philip high risk pick is yinson! This is touted by Philip as one of the best investment....u will need to becareful on Yinson loh!
1. Yinson has very high borrowings mah!
2. The FPSO has very long gestation period loh!
3. Oil & Gas have negative ESG and the trend are to shunned this type of business in the long run loh! What happen oil & gas collapse, yinson customer can usually just walk away leaving the company to carry the bags loh! This has happened b4 in the case of Armada loh!

I believe Yinson risk is like Serba loh....just be very careful when u look at Yinson...as based on past records Philip analysis had missed many critical area & his analysis are superficial with flaws as in the case of serba & scib. Philip is actually a high risk taker mah!

It is best u go for TAANN if u want to invest base on dividend yield as this stock can give 6%pa to 7%pa but if u want capital gain on land appreciation Bpland is the pick as it has big track of potential commercial & residential land at the cost of plantation mah. Its dividend yield also quite decent at 4% pa to 5% pa loh!
The above stocks is also calvin sifu pick loh!

THE DANGER FAKE SENSE OF CONFIDENT THIS PHILIP HAS PROJECTED!

Alot of People would have remember Raider had a bet with Philip on QL Rm 6.70 v Insas Rm 0.67 for 2 years loh!
FYI raider had beaten Philip on this for consecutive year 1 & year 2 plus overall win loh!

The main reason why Raider decide to bet is due to arrogrance of Philip belittling Insas & Sifu Sslee which is a very sound margin of safety investment pick loh!

True to raider analysis Insas turn out a better investment than QL loh!
Yes QL is a good company but this Philip has no sense of value by over paying for this stock mah!. Remember W.Buffet says never over pay on your investment bcos it will drag down your return mah!
The valuation metrics of QL do not support QL share price when he bet with Raider loh!

Coming back to Innoprise, Philip recent pick...u will have notice that sifu calvin also promoted this stock loh! As usual General Raider agreed with most of sifu calvin palmoil stock selection as sound especially TAANN and BPlant but Innoprise is one of the few stock in which Raider has big reservation despite giving good decent dividend yield of 7% to 8% pa far exceed most plantation loh!

Why leh ?
1. Innoprise is a concession or Business Reits with very short term expiry coming in about 8 years term....meaning in 8 years time Sabah foundation can just take back their land by not renewing the concession loh!
2. There is a dispute between Sabah foundation and Innoprise on the quantum of the lease rental for the land that innoprise suppose to pay loh! This the sabah govt said Innoprise under paid them for many years loh! If Innoprise will to make good of this payment for many years, the company will not report such a good result anymore loh!
3. Given such a major dispute with the sabah govt the risk of non renewal of the concession is extremely high loh! Even renewed there will be big back payment & much higher future lease Rental needed that will affect its attractiveness of this stock.
4. Most Plantation own their lands with only a few exception like FGV and Innoprise operate on a concession basis loh! Under this model this company does not really benefit from appreciation of land prices which is a natural hedge against inflation mah!

Coming back another Philip high risk pick is yinson! This is touted by Philip as one of the best investment....u will need to becareful on Yinson loh!
1. Yinson has very high borrowings mah!
2. The FPSO has very long gestation period loh!
3. Oil & Gas have negative ESG and the trend are to shunned this type of business in the long run loh! What happen oil & gas collapse, yinson customer can usually just walk away leaving the company to carry the bags loh! This has happened b4 in the case of Armada loh!

I believe Yinson risk is like Serba loh....just be very careful when u look at Yinson...as based on past records Philip analysis had missed many critical area & his analysis are superficial with flaws as in the case of serba & scib. Philip is actually a high risk taker mah!

It is best u go for TAANN if u want to invest base on dividend yield as this stock can give 6%pa to 7%pa but if u want capital gain on land appreciation Bpland is the pick as it has big track of potential commercial & residential land at the cost of plantation mah. Its dividend yield also quite decent at 4% pa to 5% pa loh!
The above stocks is also calvin sifu pick loh!