Yes, indeed. Competition makes MP works harder and minister works more careful.

dragon328, thanks for your analysis.
Well said

Big volumn by big boys, so excited. lol

Why got people say Tobby is Rafizi? lol

Anyway, Rafizi not really saham kaki lah.....when the news came out, I thought Rafizi was good in stock, in fact he is not.

https://www.nst.com.my/business/2022/10/841622/starbucks-have-ev-charging-station-across-76-drive-thru-outlets-malaysia

EV charging! like this very much.

BJfood not a good name, change to Starbuck instantly RM2.00 already. lol

Imago steady, dwitara sold out, rimba hills shouldn't be a problem, LikasVue good project but I guess more like 70-80% take up rate.

Times square carpark maybe slightly less congested, notably lately karamunsing most if not all ground carpark is charging RM10, so neighbouring karamunsing capital should be slightly better off.

So these people believe it make sense to collapse? lol

莽夫才會莽幹！好好笑

Dont get me wrong. Keep writing!

Everything KYY wrote about has collapsed. Now CCP has gone, only Xi's Party. Next is Xi? lol

老頭越來越傻

still got hope mah?

eh......i think most of the good projects have been handed over, but bottom line still look very ugly.

now says 2b future benefit, but that's not profit! just income loh.

the btr looks like progressive income, but cost so high may be lost loh. Now say expected lower income for btr so adjustment caused the losses.

I can't understand loh. If Q3 eg new block etc handover should make 50m, how come become -50m after adjustment? so -100m adjustment. That means btr actually is loss-making?

obviously they hide the adjustment figure (if anyone knows, please correct me).

But now its the worst already. Can't get lower unless Putin drop a nuke.....should starts making profit from now on, maybe back to 35-40c like that.....

and information not updated at all.......

huhu......so slow, where have you been?

China is very near to bankrupt...they could avoid bank runs by messing with people's cellphones but economy inevitably collapsing. Now 90% of SME dead, 80% of big corporation in trouble, we shall witness the biggest collapse of an economy.

I am sure US will be fine. KYY in a spiral difficult to escape.

Calvin, I would say most of the plantation companies do not know what they doing. They have no idea what efficiency mean.

Years ago, I looked at TSH, they say they are using new clones (A, B mixed with clones), that is going to be 50% more productive. The production figures just doesn't add up. (I have some A, B, C, D, but that's not relevant lah). I would say they are slightly better off but not up to 50%.

Its a simple multiplier effect. If you have a big tree that have more leaves and higher percentage of female branches, plus bigger bunches, then you have more yield.

Most companies just do not care, they just have too little ffb and let half of them rot on the tree. (because they do not maintain the roads and plan properly, its difficult to harvest by then).

If you are in west malaysia or sarawak, the soil is so poor and hardly any fruits to be seen.

Its annoying to see people just divide the land area.....

come one, its 2022, learn efficiency.

I knew he got his suit done.

MAGA

Its cheap because its poorly managed. That's all.

HS can have net margin of 30-50% which is amazing. Sadly they do not want to grow, its like this CK LAU??? can live forever.

KYY on the other hand gamble like no tomorrow.

Now market reckons the Russia invasion will have long lasting effects on everything. Now market perceives a 18 months war. That will make food and energy really expensive, consumables etc will struggle to maintain (the food /energy portion will expand and money for others will be less.)

We have too many micro problems that the policymakers don't know what to do from macro........

Sad, hang on.

If you know business, I mean not in the goreng mode only, if gold price increases, Tomei will tell you??yes, the inventory worth more. but we need more money to purchase (new stock). "

Oil price up, petrol station will tell you, yes, we make a windfall, but we need more money to buy new stock and our margin is fixed at (rate not percentage).

CPO prices up, so oil palm estate will tell you, yes, prices go up, but we are short on labour and production reduced. Now CPO got a push because of the war and not shortage, so that's a real gain. Of course fertilizer and many other things (pesticides and herbicides etc) has gone up and will continue to go up.

In a situation like this (business has actually being more difficult while raw material price hike?, normally professional will just long/short the futures contract rather than bet on stock. OTB has made some success in his earlier tricks but the market has became smarter, people realised that stock price eventually collapses.

Its difficult to find the greater fools nowadays ( I am sure OTB realised that now).

Poor OTB, huhu.

OTB needs to learn that as everything progress, people improved. Obviously OTB has became proud and learn slower than many people.

As many have noticed, he went in (glove for example?half year later than most people. So, i think gemfinder got a point, OTB often lead newbies to Holland.

KYY is worse, newbies also dont believe him. lol

Next is recovery of China.

Russia is trashed. Cheers!

Wonder why it stick with such a small plantation though.

This is a truly amazing company! 50% NP margin while others struggle with 20%.

10 times PE is cheap, it should be at least 30 times PE with such quality of the management.

LongTermInvestor8, well said. Only that i don't like their surimi product. Otherwise everything nice.

fun managers back to work....too

Many noobs still do not understand China is already bankrupt technically.

我個人覺得，反習派「以彼之道，還施彼身」高招呀！習以反腐奪權，現在反習派以反腐拔掉習爪牙。

論我中華五千年（其實是三千年）斗爭，真是江山代有才人出！

這老頭就代表中共的立場，希望不打。

我個人覺得能打的話早就打了，不打只是因為成本太高、得益卻微不足道。

So EPF and others should have aware of such thing these few weeks....

The loan to GHK happens 10 years ago, 350 m USD, say around 1/3 is collected, then still 260m USD hangus? That's 1b .....

Yup, author, that's true.

(unrelated somehow)
My pro friend yesterday said his boss can make RM500 per acre of oil palm.

All of Calvin's favoured company just can't show that.

I guess HSPLANT is the only one with 30% net margin.

For those still think China is doing well, they still live in 2017.

When I read Paul Krugman's "The Myth of Asia's Miracle" 25 years ago, I disbelieve so. But he was right. Figures and science doesn't lie. Now, Paul Krugman is saying China has reached the bubble burst moment, highly probable that he is right again. China will be like Japan and not like Lehman brothers.

Figure doesn't lie. When Opium war happened, China was the world's largest economy. So what? Now no.2 also doesn't mean a thing, and they are fucing poor compare to before. China's printed money is 220b yuan, its more than the combine of US, EU, UK and Japan. And (noob) people still talks about US printing money. (QE is not printing money, but that's opinion).

Malaysia debt is 65% GDP, US 100% and China is anyway between 280 to 800%. Local counties has been defaulting bonds (that's unimaginable under an open system) and Xi already said won't be responsible to any of it.

When Xi took over in 2013, China had 4 trillion USD reserve, now net amount left with 600b USD. Highly likely they are "borrowing" from HK reserve already.

Figure doesn't lie, go FC. Hopeless "little pink"

Yes, definitely.

There are only three possibilities:

1. Primary student Xi invaded Taiwan and face multiple international sanctions, China goes back to 70s. Saving the world from Global warming though because Chinaman will be riding bicycle again.

2. The babaru burst, then China will be like Japan, no growth for 30 years (because their problems such as deficit, ageing population, SOE, local debts etc are much more severe).

3. The open-minded leaders of China had enough, overthrown Xi and regain international trust.

We would like to hope for option no. 3, but Chinese care about own family only, hard to see how no.3 happen.

You know German had the same issues 100 years ago, that's why it happens twice (WWI and WWII), China had Mao they correct it, then there is Xi. So that's a structural problem which is hard to avoid.

Here are my picks:

EWINT 10%
GENM 10%
LIIHEN 10%
ASIAPAC 10%
HARTA 10%
BJCORP 10%
QL 10%
ASTRO 10%
HSPLANT 10%
MI 10%

Thanks, Mr. Tan and crew.

Glove or anything is good or bad depends on Omicron, is it saviour or the demon?

Mr KYY has "downsize" into ikan bilis due to multiple mis-speculation?!!

eh, she should be ok now. Good luck.

返老還童？有趣！

This Mr. KYY can tahan this type of market? Or lose another 90%?

Its a matter of time before Mr. KYY becomes a pure blogger. Lol

Now US is offering Taiwan free weapons, stop your lies KYY.

This KYY is getting sicker and sicker. Go to invest in China lah, China is perfect for axxhole like KYY.

Why doesn’t US want Taiwan to be concurred by China?

Because of human rights, international law etc lah. Dumbaxx

Will palm oil price fall?

1. As I repeatedly explained to Calvin, CPO increased doesn't mean corporate profit increase. Labour shortage, production challenges etc pushes up cost and lower yield.

2. Next problem will be even more expensive fertilizer. Fertilizer is more expensive than feed and will be in shortage soon enough. No fertilizer, no oil palm.

3. Maybe those strong players like HSP and IOI can be considered. Others susah sikit.

Next is getah play??

本來以為在拜登的Daleware建廠，速柏碼應該是很會玩才對，誰知這都是虛的，浪費錢還惹一身蟻！

幸而公司還有錢，幸而有頂級的示範，還是乖乖的「整改」吧！

I would choose efficiency. HSPLANT, IOI and QL.

Average oil palm companies are just too naive.

HSPLANT has very high margin, I would think they have less problems with labour and expensive fertilizer.

IOI always most efficient, just that their performance depends on price of cooking oil more than CPO.

QL's estates in Kalimantan, I guess they have less problems with labour.

This KYY thinking is noob. Nothing to discuss about.

Sad after 500 years Chinese still relying on importing technologies, what has happen in their mindset? Whenever the west had their back China will be strong, whenever they turned away, China will be broke, again and again.

嚇死人！大馬史上最大虧損？他們是怎麼做到的呢？