From all the above sharings one can learn something...as summarised by kk123...buy JT at Mr.Koon's level (say ard Rm2.04) and sell when you achieve a certain profit, cannot fall in love too long or else your money could become somebody's charity money....That will be safer if you want to follow....

Rsawit quoted is one of the case study.....you make your own judgement and face your own fate eventually...

Most, if not all,is having their own agenda

Am I angry? I dun think so...Just hope that the potential investors here could learn some real market trades.....It could be ugly sometimes, but that's life....

I am posting Mr.Koon's master piece analysis of Rsawit so that people can learn something from it...no offence...

Luckily I am dumb only, not the dumbest....only the dumbest would follow Mr.Koon's advice to buy and trapped at Rsawit...Anyway, for those who makan free dinner at Ipoh owes a Thank You to those Rsawit Supporter who believed in an old smart fox...

Even I am dumb I dont like being conned by smart people....

I am as dumb as you, Bro....WAKAKAKAKA

Sori, Bro Optimus1 , I got time to read yr nonsense...

When cannot argue with logical points then use "ungrateful" kind of emotional word....

U talk like dr.m....

Thank you mr.koon for yr reply.since now rsawit is lower than yr earlier.recommended price,would u still.consider it a value buy?is yr earlier calculation still intact?

If MR.Khoon was so so positive on Rsawit in Nov 2011, why on earth would he sold all his shares few months after that?

One could be the founder of many big public listed company, one could be the philanthropist tycoon and one could be a Big Shark in Stock market too...

http://www.tradesignum.com/chart/rsawit

Mr.Khoon first recommended Rsawit in Nov 2011 when price was traded around Rm0.83.Price was then being pushed to around RM1.20 in Jan or Feb 2012 and since then coming down to the current of RM0.76. With the above confession of Mr.Khoon, it seems that Mr.Khoon and the family happily sold off their shareholdings at around Rm1.00 (while their cost was around Rm0.60) during the said period (Jan/ Feb 2012). In return, Mr.Khoon bought some of the investors a decent dinner for attending his talk on Jtiasa....Seeing his modus operandi of goreng shares....I wish you all good luck

Is Rimbunan Sawit the best value plantation stock NOW?
by Koon Yew Yin, the philanthropist tycoon.

I have studied almost all the plantation stocks and in my opinion R. Sawit is the cheapest in terms of NTA and its profit growth prospect in the next few years. You can read the details from its right issues prospectus. If you have bought one share at Rm 2.28 before the X rights, you could subscribe for three rights at 80 cents each. As a result, the total number of issued shares is four times bigger and your average cost would be RM 1.17. Moreover, you would be given one bonus share for every one share you own. As a result the total issued shares is 1308 million.

Since the rights issues and the bonus issues were listed on 9th Nov, the daily volume traded has increased to a level that has not seen before. It closed at RM 0.83 on 9th Nov. with an increase of 0.83X2-1.17= 49 cents.

The increased volume traded daily together with the rapid increase in the share price indicates many Fund Managers are now buying as if tomorrow is too late to buy.

As you know, I do not or very seldom recommend people to buy any share. But in this case, I am doing it because I strongly believe this share is the cheapest plantation company in terms of NTA and profit growth prospect in the next few years which is the single most important criterion in share selection.

Most of the palm trees are below 10 years old and their plan to continue planting on their remaining about 23,545 ha in the next 3 years. Imagine the increase value of this additional planted area.

Moreover, unlike any other industry, the profit margin- selling price minus cost has been more than 100% in the last several years for the oil palm plantation. For example, the average selling CPO price for this year should be about Rm 3,000 and the production cost is about Rm 1,300 per ton.

In fact I always have a significant portion of my investment on plantation stocks because the palm trees will always grow and the land will always grow in value. Moreover the demand for palm oil will always grow due to the population and economic growth in China and India, our two most important buyers. In actual fact, the financial difficulties in USA and Europe have little effect on this business. Which business can give you more than 100% profit margin?

The share closed at Rm 0.83 on 9th Nov 2011. Its market capitalisation = Rm 0.83 X 1308 million issued shares= Rm1086 million.

Total planted acreage is 49,300 ha. The cost per ha is 108672 million divided by 49,300 = Rm 21,756.
IOI announces about 3 months ago that they are buying about 11,900 ha of oil palm plantation from Dutaland Bhd for Rm 830 million cash = Rm 69,740 per ha.

For Rm 830 cash you can buy 77% of the whole company of R Sawit Bhd which have just received about Rm 400 million cash from the right issues.

United Plantation total issued shares is 208.13 million shares X Rm 17.80 = Rm 3,705 million market capitalisation. According to its annual 2010 report it has 45,494 ha planted that is Rm 3,705 million divided by 45,494 ha= Rm 81,439 per ha.

R Sawit is selling only at Rm 21,756 per ha.
Koon Yew Yin
10th Nov 2011

Disclaimer:

All information and data on this blog site is for informational purposes only. I make no representations as to the accuracy, completeness, suitability, or validity, of any information. I will not be liable for any errors, omissions, or any losses, injuries, or damages arising from its display or use. In short: invest at your own risk.



Read More http://kclau.com/investment/rsawit/ - See more at: http://kclau.com/investment/rsawit/#sthash.AHAl9dzd.dpuf

Taken some profit this morning....

I thought U sold out earlier when it breached RM1.09 and wanted to wait at RM0.92, basing on your TA.,....

Now the air in this forum is fresh again, after OTB & all his "friends" left....back to biz..

Depends on the Boss's game plan...anyway, fundamental is good, would love to pick more if the boss wanna give discount

Again, hopefully there will be some corporate exercise coming out to keep the momentum...

Haha, Bro, can change tyres now...U also horseh now

Good show

Btw,i m jﹰust used a simple average.figure for quick comparison...

We r just throwing some doubts on the fantastic figures.....hopefully its not.another junk comment

Kc,kulim is possible...if he bought it in year 2002...kulim completed 1 to 2 share split n 1 for 1 bonus in 2011....price adjusted...

Assuming these 1000-1500% return is being achieved in a 10 years' context, it's still a whopping 100-150% return a year.....Vinext, you are GOD in stock market....

Vinext,I am so so impressed with your 1000-1500% return of Kuliam, TSH and Ijmplant...could you kindly share when did you buy these counters and your entry cost....TQ.

I think out of 10 tips Mr.OTB given, at least 6-7 strikes....with this kind of achievement, I still acknowledge his great contributions in this forum...

I will be even more frustrated to see all these rubbish postings, besides seeing my Hevea's price coming down everyday...

betuibetuicakap, u dont cheat old man ah, old man's heart not so strong oredi

My smart money becomes not so smart oredi...if it drops to RM0.92 I would have no choice but to sell my old Proton for few thousands (hopefully) and buy in some Hevea to do down averaging....If i won I could buy a new Saga, If I lose I will walk more so as to have a healthier lifestyle...

Haha,smart money can turn into not.so smart money if hevea.goes down to 0.92...

Sometimes I like Chartists....they are funny people

I bought some today, will buy in some more if it goes lower than RM1.00

I would rather call it a "constructive arguments" instead of fights....By such u guys can see different point of view and at the end you make your own decision and face your own fate. If make money thank yourself, if lose money blame yourself...

Kcchongnz,good analysis.

K.tq.will do.

A hopeless parasite old man with no future.......

Dear Mr.OTB,no need...u r right in calling me so...after investing so long in bursa still live in a flat and driving a second hand proton...I deserved to be called so....

Yes,I m watching them too....if they play foul then I will kiss goodbye to Hevea

I am not young, maybe you can call me a hopeless and parasite old man....I am ok with that....

Posted by wt222 > Jan 14, 2014 08:39 AM | Report Abuse

what an arrogant old man.....flag me again???

Ans : I had checked through his postings, he never recommend any good stock for all valued members in I3. He is good in criticize people. Please do not follow my post or my recommendation to buy if you think that I am not good. Follow my recommendation to buy and make money, still want to criticise me.
What a hopeless and parasite young man ? I do not see any future in you because you do not have manners, respect the old and appreciate people good work. Criticise people to make you happy. God will not bless you and I am very sad to see this type of people in I3. Another person that I do not wish to see and please do me a favour, please do not buy any stock I recommend. The stock I recommended is not suitable for you. Thank you for your cooperation.



Anyway, I still feel offended by OTB's above comment on me...I could be lack of manner to call him an arrogant old man (which I feel so)...But it seems to be more hurtful to be called as a hopeless and parasit young man....Besides, I never buy any counter OTB call, I bought much earlier before his call....

Haha, I hope so...I think a corporate exercise such as bonus issues, rights issue etc will bring it fly higher....

Loans & Borrowings Of Hevea
31 Dec 2010 RM187.934 million
31 Dec 2011 RM164.482 million (reduced by RM23.45 million)
31 Dec 2012 RM136.917 million (reduced by RM27.565 million)
31 Dec 2013 ????????

The positive cash flow (hidden in the form of depreciation) is being used to pare down it's loan and borrowings consistently for the past few years...

The value of Hevea lies with it's depreciation (and you will see their cash profit and actual profit margin)...Hevea is certainly a value buy at this level....

Everybody make mistake, so am I....it's alright to make mistake and admit so....In this case, I am quite upset with Mr.OTB's 180 Degree U-Turn and he failed to give explanation on it.Instead, I feel that he made more and more mistake (maybe due to his ego) when he tried to explain his U Turn. Hevea certainly has it's own value.....

When I challenge you, I challenge on facts,and age certainly has nothing to do with it....When you made the fist misleading TP Of RM2.90+, I found it's not realistic. When you made the second misleading of TP RM0.29 today basing on KC's method, I do not agree too...Two wrongs just dont make a right as there is something very wrong in the method applied as it has totally ignored about the depreciation. In Hevea's case, depreciation (or cash profit) is very significant when you do the evaluation. I have to voice out hoping that the new investors woundn't simply believe it just because they blindly believe in a TA Master....Besides, you also do not elaborate in details on it's effort in reducing it's borrowings consistently for the past few years and instead, you just keep on mentioning on their high debts after U made a U turn,which I think is also misleading too...In view of yr experience and status now, it seems to be funnny

I dun know to.give a tp of rm0.29 or rm2.90...so should i shut my mouth,Master Otb?