Lol

Director resigned. He needs to dump some shares haha.

Oriental Food Industries to report earnings. EPS estimate lower at 0.9 - 1.10

About time to load up on legacy companies such as Bermaz Auto.

Just in, Malaysia recorded sales of vehicles up 21.6% (40,581)

Ok, I don't really have time to check later. Do private message if available. We can discuss further

This is way too cheap

Any plantation stocks that have better charts than Thplant and Bplant with a recognisable name? Please let me know besides Ta-ann

Ok I will do more research on small cap plantation. Will let you know soon and discuss further. Pick one that has not exploded yet and preferably with a smaller float

Your last point is correct.

But you stated that foreign funds were smart to buy up Malaysian palm oil stocks to hedge. Your statement is slightly flawed because foreign funds only started scooping up in Q4 2022. ESG-oriented investment is really much more complicated than that. This is the beginning of the palm oil bull run.

@Johnzhang @calvintaneng

I have solid knowledge of the sentiment among foreign investors in plantation. A lot of them are dubious and concerned with the ESG risks. The issue is, the large increase in profits posted by these companies especially KLK was too good to ignore. Which explains the surge in volume and share price for the past 8 trading days.

Are you overweight on large cap plantation or small caps? I need to know, thanks.

Greatech Technology Berhad to announce earnings.

No overweight calls yet

Very handsome and ambitious boss behind this company.

Trading at a modest valuation (not amazing, yet)
EV/EBITDA 11.6x
Slightly negative FCF yield
With some debt but not too bad.

We will continue to observe the future prospects associated with expansion of warehouse capacity in Klang and recent trends in sea freight rates.

Going up on low volume. I am really not sure if I like this.

Geopolitical risks and Russia-Ukrainian tension remains elevated. Just witnessed the biggest volume surge in gold futures expiring April 2022. Commodity boom always ends with a gold rally after oil and other commodities.

When boomers hear about rising gold prices in the coming months, Tomei will beat their quarterly earnings eventually. I don't believe the statement that Tomei cannot benefit from higher gold prices. When crypto prices fall, young people are going to learn their lesson and load up on gold. Short Bitcoin and long gold

Gold poised for largest gain in a single day since May 2021

Short term pain, long term gain.

Analysts are never going to cover Batu Kawan or give any price targets. As I've said before, no analyst coverage means virtually unlimited upside. Batu Kawan will always move in tandem with Kuala Lumpur Kepong.

We remain very optimistic on Malaysian equities for the short and medium term. Took profits from US and EU and overweight on emerging market mid and large caps such as Malaysia, Vietnam and Philippines. We have lost faith in US stocks

Insiders have not dumped. Hold and buy in small sizes every day. Keep collecting until the end of Q2 2022. Small caps especially Malaysia will outperform this year

Public Bank prop traders about to pump those Datasonic warrants. Just saying

Love this stock as always. Love the management. Your typical Chinese dad vibes. Haha

Heineken N.V. European mother company also not beating earnings estimates.

Nope

GFM upgraded to Trading Buy

We like Tomei more than Poh Kong

Yep, no one is buying breweries. Today was purely a pump to take off some risks

Gold extends rally, breaking November highs

See you guys on the other side

Insiders will keep suppressing the share price. Unfortunately too many retail investors bought in after the news article released by The Edge. I was forced to take some risks off so now expect no movement in the short term

Okay, just read further into the report. Earnings is honestly just fine. Not exceptional at all

Not to mention someone dumped 20 millions RM of KLK this morning.

Calvin haven't commented yet. Probably didn't beat Calvin's earnings recommendation. I am no plantation expert, I read his analysis and plan my investment around it. He is my i3 sell-side analyst

Innature Berhad raised to Overweight with a long term price target of RM0.85

Usually off-market transactions are no good

Those pink volumes you saw on Monday were all insiders disposing for newbie traders.

Both. Batu Kawan is a substantial shareholder of KUALA LUMPUR KEPONG.

@pang72

Not too sure about Genting Plantation.

Most foreign clients look at KLK and Sime Darby. Weird

Small cap plantation done. Bull cycle always ends with the large caps. Same with tech stocks, small cap tech stocks such as D&O and Frontkn followed by MPI and Greatech.

Now we move from Ta-ann and Boustead to the big boys KLK Simeplt and Genting

Small cap plantation recommended by Calvin all exploded. Good call good call. And now it is large cap's turn. My biggest position in KLK due to a balance in ESG and earnings prospect.

KLK > Sime Darby Plantation.

take profits first. we come back again at the end of the quarter.

I leave in a few weeks. Still can post on i3. Compliance said okay since I don't cover Malaysian equities.

Haha ikr. It was pure satire. I invested in BAT and that company is even worse than plantation companies.
Too many palm oil contracts expiring next month. I only buy small cap plantation and KUALA LUMPUR KEPONG. KLK has better news flow and less ESG risks

ESG issue is still persistent, what you are chasing is short-term performance. Most mutual fund analysts cannot buy companies plagued with labour issues due to compliance. Clearly you never worked in finance before

@riskroreward what are you even ranting about? SDPL MK ANR <GO>
Out of 19 analysts for Sime Plantation, 11 gave a buy rating, 7 neutral and only 1 gave sell rating.

KLK-C11 is the best

Buy large caps and all the call warrants

Kuala Lumpur Kepong will seriously become the next Top Glove