Posted by iamalex > 2014-06-08 11:15 | Report Abuse

thx

Posted by Anthony_Paul_Busch > 2014-06-08 11:25 | Report Abuse

Buy top glove!

Posted by lmenwe > 2014-06-08 12:04 | Report Abuse

Riskless in KLK and Batu Kawan? Does he know that there are a few million of land waiting to be developed in Africa? Commodities boom had ended we can't use the past 10 years as a yardstick! Why don't he use 1998 to early 2000s as yardstick? When price stabilize or depress how a richly valued counter without much growth to jump further?

Posted by bsngpg > 2014-06-08 12:24 | Report Abuse

"官先生 :长寿之道：…..锻炼头脑（….批评政府）….”
哦! 原来批评政府可带来如此大的附加好处. 好! 就开始批评政府吧.

"官先生 : ..投资方式于巴菲特不同，更加活跃。是一个赌徒。"

只有自信与诚恳的人才会自认为投资赌徒. 你呢?

我? 肯定不高高在上, 只怕也是赌徒一名.

Posted by sunztzhe > 2014-06-08 12:32 | Report Abuse

Imemwe,
There are 1.1 billion Africans and 50% are young at or below 19 years. As Africa develops economically and become more urbanized so will the consumption of palm oil. There is the potential switch to more usage of Palm Oil as biodiesel as oil price escalates further in the future as the growing urbanized African communities will need biodiesel for their daily commuting besides using palm oil as food as well.

It is difficult to forecast the future price trends due to the multiple usage of palm oil as food and bio diesel fuel as the world population kept on urbanizing further.

Posted by bsngpg > 2014-06-08 12:48 | Report Abuse

There is no such thing as absolute riskless. I interpreted his “riskless” as less risk in relative to most of other stocks. I reckon that both KLK and BKawan are the safer counters to invest into even at the current "boiling" market moment.
In this context, how much profit can be expected from both as compared to others is another story.

Posted by kk123 > 2014-06-08 13:03 | Report Abuse

I think every body know klk and bkawan ..
But putting it as riskless a bit not right hahaha
Anyway my favourite plantation co is united plantations ..it's the best of best

Posted by sunztzhe > 2014-06-08 21:17 | Report Abuse

kk123,
It had been reported that Bumitama Agri has the highest potential for Revenue and Profit growth in many years ahead. Moreover Tan Sri Lee of IOI Corp owns 30% stake in Bumitama Agri. Have you considered Bumitama Agri?

Posted by nsk82 > 2014-06-09 10:54 | Report Abuse

no audio sharing ?

Posted by robbin65 > 2014-06-09 17:14 | Report Abuse

Why he said《房产公司的生意目前处于危险阶段。这是常识。（Common Sense）》?
Anybody understand the reason care to explain?

Posted by Johann5354 > 2014-06-09 20:02 | Report Abuse

Skpetro is与政府有紧密联系的公司?

Posted by Johann5354 > 2014-06-09 20:04 | Report Abuse

手套股的股价一直跌是否证明了是夕阳工业？

Posted by mmtalents > 2014-06-10 14:27 | Report Abuse

Mudajaya与官有缘合作创立SPV进军缅甸发电厂：

• 利用官有缘与缅甸政府的良好关系来提高发电厂合约的成功率
• 预计成功的话会效仿印度的4座460MW方法来建厂，预计盈利贡献1亿或者EPS0.18
• 目前状况还没有结论
http://klse.i3investor.com/blogs/kianweiaritcles/54009.jsp

got mention this? it seems the talk all about Plantation and CPO?

Posted by mmtalents > 2014-06-10 14:28 | Report Abuse

"不投资与政府有紧密联系的公司" I think we can skip 70-80% of listed co. in this country.. ha ha

Posted by bsngpg > 2014-06-10 14:32 | Report Abuse

不可能70-80%。跟你賭一杯咖啡。

Posted by mmtalents > 2014-06-10 14:32 | Report Abuse

depends how you define "紧密联系" ha ha

Posted by vinext > 2014-06-12 04:17 | Report Abuse

what he meant is dont invest in co that rely on govt 4profit.
mudajaya wil hv rm12m pa fr RE,renewable energy.
Tropicana's office redevelepment wil bring 10%profit of the total
while other new propty wil b launched.
Avoid property stocks,doom to go down.
dont follow uncle koon on leverage & switch co so actively,u r not at his level. By picking right growth stock esp in palm oil,u can achieve near to 20%compounding effect. He made26% in 30yrs with leverage, u dont need those risk