This stock has nothing to do with crude oil price

AmInvest PT RM1.10

Company restructuring to push Uzma above RM1.10

AmanahRaya Trustee disposing shares to foreign institutional buyer. BUY

Ready to soar. In a property upcycle, the developer that will see the largest re-rating in stock price
are those that (i) are pure-play developers; (ii) have largest landbank; (iii) strong execution; and (iv)
undemanding valuation. SimeProp meets all these criteria and currently has a head start in the
upcycle ahead of its peers given its exposure to the attractive segments. With the last hurdle of
labour shortage resolved, we think the group is ready to double down on its effort and go into market
more aggressively moving forward, which should culminate in stronger earnings growth in years to
come.

Credit: Tan Kai Shuen, CFA

SimeProp is currently the largest industrial developer in Malaysia with more than
RM15bn remaining GDV for industrial developments. The group has several industrial lands in
townships such as Bandar Bukit Raja, Elmina Business Park, Serenia City, Hamilton Nilai City,
Bandar Universiti Pagoh and the more recently acquired Kapar land. The industrial segment
remains attractive given the strong FDI flows to Malaysia, noting that in 2022, Malaysia recorded
its highest net FDI amounting to RM73.3bn (+52.2% YoY) (see Figure #1 below). As a geopolitically
neutral country, Malaysia is well-positioned to benefit from the de-globalization trend as
manufacturers re-shore and recalibrate their supply chains due to the ongoing US-China trade
friction and Russia-Ukraine war.

Credit: HLIB Research

RM2.30 short term price target

Good FCPO price but still not higher than March - April 2022 levels. I don't think palm oil price will go back to that insane level forever

EEV the next growth engine: One of NAP 2020’s objectives was to develop an NxGV tech ecosystem to make Malaysia a regional hub for the production of such vehicles. In this regards, the fast-growing EV segment is gaining its popularity due to various government incentives and more affordable prices. MCE is tapping into the EV space – it holds a Manufacture License and World Manufacturer Identifier (WMI) code to assemble e- motorcycles locally. It has also won a contract to produce the low frequency (LF) antennas for electric motorcycles’ smart key systems in Indonesia.

Are you sure troy88? Your call has been pretty accurate so far but I think the rally is running out of steam

Singapore project -> Build houses using low-quality concrete and cement -> More $$$ for shareholders and mgmt -> Higher share price for everyone -> SUCCESS

IOI Properties project in Singapore will further boost earnings. IOI Properties is perhaps the worst developer since the company loves to use building materials of poor quality. This means more money for the shareholders.

Price target based on DCF basis should be around ~ RM0.68. This is not looking good for the future outlook of the company. More downward revision of EPS to come for at least the next 3 quarters

Acquisition of Menara CelcomDigi is mega bearish. The company is holding the bag on many commercial real estate with very low occupancy rate. This is not enough to offset the company's loads of debt and poor cash position. RHB analyst is WRONG

No one cares

Selling volume almost fully absorbed; sellers as of now mostly comprise of retail traders. Institutional traders already offloaded at RM1.28 - RM1.35 levels

RHB Analysts must be smoking something. How is the acquisition of Menara CelcomDigi a positive newsflow? Strong SELL on Sentral

Selloff is overdone

Panic sellers all shaken out, buying Insas after lunch

Any shares below RM21.00 is still considered cheap

Support today's volume, I bought in 250k

This stock will never recover. Commercial REIT volume remains low until 2025. This is a strong SELL

KCLow Price Target RM22.50 better hit

Goodbye KLK

Hold on Matrix Concepts

Buying the dip

Hmm why did Kenanga trader stop pumping this stock? Haha we all know why

Buy

Top plantation analyst

AmInvest PT RM2.90
Super bullish call

Calvin, what is your opinion on Kim Loong?
As far as I know, currently the top plantation equity research analyst is AmInvestment Bank. She gave Kim Loong super bullish PT at RM2.90

I kinda agree. I think Jtiasa will go up first, and then Ta-ann, then Thplant, TSH and HSplant.

Ok then let bygones be bygones. Let's make some money today!

Your prediction on TSH speaks volume about your credibility anyways

That was in 2023. I am talking about your predictions for the first month in 2024 alone

Later Kenanga trader will push Jtiasa to RM1.22

Calvintaneng's Recommendation List (January 1 2024 - January 23 2024)
1. Buy Sime Plantation (wrong)
2. Buy TSH (wrong)
3. Buy THPlant (wrong)
4. Buy KPS (wrong)
5. Buy Jtiasa (correct)
6. Sell Ranhill (wrong)
7. Sell PBA (wrong)
8. Buy Inno (wrong)
9. Sell Leform (correct)
10. Sell KGB (wrong)

@speakup
He promoted like 10 stocks and one of them goes up. And you pity him?

Fertiliser prices going down, and greater upside risk for crude oil will push Jtiasa to 2015 levels. Calvin just need to shut his mouth

Calvin, can you just shut up and let the stock go up by itself

Bought in at RM1.10

RM1.20 at close

I knew yesterday was the bottom. Thanks for the trade, guys

Good profit

Calvin, please consider the welfare of your wife and children. Quit taking drugs and be a good husband please

No need to pity Dr Yu. Even though he lost 90% of his wealth, let's admit it. He is probably still richer than all of us on i3 forum

and then calls himself a genius

calvin promoted all plantation stocks. All not moving except this one

Better than TSH and KLK for sure

2024 Plantation bull