Aberdeen Asset Management come on keep selling

Lots of liars here, Favco will keep going up to match the div until the ex-dividend date. Then it will drop. Stop lying

gemfinder you are the biggest gambler on i3. Buys at the top and sells at the bottom

@gemfinder lost money in Hengyuan playing contra lol

RM1.67 I mean

@VTrade please remove that selling block at RM1.66 pls

This guy really asking people to sell the oversold plantation stocks to buy the overbought Hengyuan.

Already said y'all will regret selling due to incoming dividends. Favco always give huge divs to compensate for the lack of growth.

You guys will seriously regret selling because of the news. High dividend payout with conservative growth. I did an extensive DCF model for Aeon Credit and my conservative price target is RM17.00. Aeon Credit with the digital banking license is now a mix of technology, fintech and financial services. Can be listed under banks or even tech stocks.

A lot of people missed out especially KLSE screener traders. All crying about fake dividends. Haha

Maybank Investment Bank issued a HOLD rating on Favco in early 2022. Knew something is up about this stock. This is the textbook example of insider trading.

Why would Muhibbah and Favco management buy almost 1% of total float? 100% insider information regarding dividend payouts.

@Junqi beware of bad karma. Hope no one sold early because of this misinformation

No one mentioned about this stock one month ago. Now good news, come out and talk nonsense such as one-off gain, fake dividends.
This guy @Junqi sour grape.

Why always so many comments after a news has been out. Where you guys one month ago? Quietly buying

I have 500k in AEONCR. Not selling

Large cap of the year: Kuala Lumpur Kepong and Aeon Credit among top picks. Secular growth stocks, very nice

Oversold

Limit

Maybank says HOLD two months ago. Now the price is up huge

@Calvintaneng explain how even Thailand plantation stocks are outperforming Malaysian stocks. Lol

There is no reason to bet against TSH. This stock should be trading at 2$ (RM8). Any model would suggest triple digits upside, yet market makers still have the audacity to bet against.

Anyways I hope your price target of RM3-4 comes true. The macro environment for palm oil and commodities are consolidating

But maybe it is time for the community to stop preaching Warren Buffett

I am not talking about you Calvin. Like I said, I respect your analysis and research. I read them and past it to several other analysts and they love it.

Buying KLK is literally printing free money.
If the stock price goes up, you win.
If it goes down, company compensates with dividend payouts. Still win.

The selloff after the Indonesian export ban will be small blip on the radar. Any investors will regret their decision

My fund weightage for plantation stocks will be further increased. Clients are happy about a mixture of secular growth and dividend.

While KLK has minimal ESG concerns, Sime Darby Plantation working together with Permodalan Nasional Berhad to curb forced labour allegations is a step in the direction and will serve as a long term catalyst for large cap plantation stocks.

What kind of traders trade a large cap stock like Aeon Credit? Sell on news and be ready to buy back at a higher price.

Disagree. This is not a Sell on News event.

Most corporate earnings are negative except banks and KLK. It is the only way to beat the market in this tough market

There is no reason to dump Kuala Lumpur Kepong. Large cap stocks like KLK and Public Bank outperform when BN is in power

This is SOP for Favelle Favco. They always do high dividend payouts to compensate for no capital gains

Company hands out dividends and y'all still angry about it.

Holy crap

Founders and C-class executives of Yinson cashed out a long time ago to gamble in casinos. Don't you all remember?

@MIaoMIao7 finally another smart investor. I like you

Fearful people like Bill Ackman loses on Herbalife

Fearful people like Warren Buffett and Charlie Munger missed out on Bitcoin and Amazon/Tesla

Disagree. That's just gambling. You might be able to predict once or twice. But it will eat into your capital gains

The answer is: These fund managers are just pissed off like Warren Buffett. Retail investors cannot win. Only they can win.
All the news such as Palm Oil demand destruction, Ukraine war coming to an end destroying demand, Indonesia CPO policies, Jokowi election ratings, Plantation Corporate Earnings, Climate Risks (El-Nino, blahblahblah), Reversion to the Mean in CPO futures) All except ESG issues (forced labour) are lies and manipulative statements.

This company is hedged to the bits by AmInvestment Bank. Their sell-side equity analysts will keep writing bearish reports on the stock, insiders keep collecting, retail investors keep dumping.

Why in the hell are they hedging against TSH Resources? What is there to hedge? Crude palm oil prices still consolidating each day, Indonesia export bans minimal and temporary effect on company earnings, the macro environment is conducive for secular growth (all plantation stocks).

The above is what I interpreted from the latest Buffett interview. Basically Warren Buffett is disappointed that he missed out the biggest bull run in 2020-2021. And that he is getting outperformed by quant funds (that use statistics and machine learning to analyse market trends) after selling Teva, Bank of America, Biogen at a loss. Whereas Charlie Munger is also angry that retail investors are making money using Robinhood. They both complain that the stock market is a casino (in another words, they are pissed off that retail investors are outperforming passive investing).

Active fund management, asset managers will see a comeback soon.

Value investing is dead. Growth investing is also dead. 2022 onwards will be the year of savings accounts. This is what happens when every person, mom and pop, the shoe-shiner boy, high school students, jobless people talk about investing in Bitcoin, NFT, penny stocks instead of working hard in life. Tight labour market, no one wants to work, just hoping to make fast gains from stocks and crypto.

Before the year 2021, how many people talk about buying stocks and crypto? Last year during Christmas, when I visited a few relatives, they introduced me to several crypto coins, all of which tanked significantly. Millions of Americans took out their savings and went all in on passive investment funds saw their portfolio underperformed. Fidelity is still luring more customers to buy passive funds and more Americans still fell for it.
Because why? These brokerage firms keep pushing the same agenda. Warren Buffett this. Peter Lynch that. Oh, hold 10 years and you become rich. Value investing, xxx, buy the fear, sell the greed.

The problem is, when every market participant adopts the same market philosophy, there is no more arbitrage in the equities market. When there is no arbitrage, there is no opportunities. No opportunities translate into an absence of price discovery. All this is exacerbated by the prevalence of financial propaganda as well as the macro events caused by The Fed.

The most pathetic will forever be the Bursa stocks. Underperformed for years since the failed bull rally in 2017. In 2020 - 2021 (aka the greatest bull run in the history), KLSE didn't gain at all almost.

Malaysian stock market is a weird one though. Very undervalued but also very risky due to the tight geopolitical relation with China and an over-reliance on commodity exports.

Lol I don't like Warren Buffett because he is secretly a gambler. He touts the importance of value investing, but in truth, he participates in robbing cash from companies and dumping stocks for a profit. But it never got reported in the news. Everyone knows that he is a genius who bought Apple and US blue chip companies, but he made a huge mistake buying Teva Pharmaceuticals. Go check yourself

They should've bought Oriental Foods instead of Cocoaland. No one buys Cocoaland's product anymore. Too sweet. OFI's super ring and crackers are delicious

Once palm oil goes down, OFI will recover. I have never sold a single share since last year, holding it tight. This company is primed for a strategic buy-out

Kotra Industries to report earnings by end of May: Investors' expectation much higher than last quarter