From the lowest Rm2,000 per Metric Ton in mid 2015 to the highest peak at Rm3,200 MT in early 2017 - there was a bull run in CPO prices!
Rm2,000 to Rm3,200 means a jump of 60%!!!
As price follows earnings IT IS ONLY A MATTER OF TIME THE ENTIRE INVESTING FRATERNITY WILL FINALLY WAKE UP TO THE UNDERVALUATION OF ALL PALM OIL STOCKS
This is still at the very beginning of a Palm Oil Stock Bull Run
El Nino is not a good way to capitalize on these companies. Imagine price goes up, yet production went down...maybe you end up with same revenue, and worse, less. Maybe better try the traders instead with no links to production.
Dutaland like Jaks is a cyclical stock. Jaks now at cyclical high while Dutaland is still at cyclical low.
So buying Jaks now exposes all to danger of going down while investing in Dutaland will give upside gain when all the positive factors converge and materialize.
In Malaysia people introduce stock without looking at who is operating the company, his capability and integrity. Simply looking at the price and predict the future price like gambling. No wonder moneygame is so popular at the moment. At the end of the day,the police and government are the winners.
Andry007 In Malaysia people introduce stock without looking at who is operating the company, his capability and integrity. Simply looking at the price and predict the future price like gambling. No wonder moneygame is so popular at the moment. At the end of the day,the police and government are the winners. 22/05/2017 10:36
I see you think Southern Steel Boss has integrity?
So did you buy Southern Steel when Calvin made call to buy Southern Steel at Rm1.00? And Masteel at 66 Sen?
Investments are at its best when it is most business like.
Just buy into VALUE. And hold tight! As long as INSIDERS are buying & holding tight just follow them!
Those in the moneygame make money too and they don't feel ashamed instead they feel proud of themselves, they feel how clever they are. Fortune teller giving few thousands numbers and when one strike 1st price, people think he is very accurate and soonest there will be line up for his fortune. Malaysian Chinese are not changing. The China Chinese are changing, they are more scientific and more professional. day to day. why? Alibaba? Jack Ma?
I use to be in steel business for a long while so I know the business and I invest in it. I also own palm oil plantation so i'm looking into palm oil company I'm not disagree with you, next will be palm oil play. You may select companies with high chances of 100% return and making good money. I'm looking into who is running the company, transparency and accountability.
The Edge Malaysia weekly, in its May 8 to May 14 issue, reported that the integrated palm oil producer was eyeing further asset sales after signing a deal last month to sell 3,791 acres of plantation land in eastern Sabah at a loss.
The disposal price was RM100.45 million — a 19.3% discount to the parcel’s book value. It bought the parcel for RM20.52 million in December 1998.
Note what it says:
1) Kwantas eyeing further asset sales after disposing 3,791 acres. So expect more cash coming
2) Disposal price is Rm100.45 millions Original cost was only Rm20.52 millions
So though book value showed lost but ACTUAL GAIN IS A WHOPPING RM79.93 MILLIONS
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
calvintaneng
56,561 posts
Posted by calvintaneng > 2017-05-22 00:14 | Report Abuse
These are candidates for privatization
Kwantas, Harnlern, MHC Plant & Dutaland.
These ones were privatized
Kulim
https://klse.i3investor.com/servlets/stk/rec/2003.jsp
TMakmur
https://klse.i3investor.com/servlets/stk/rec/5251.jsp
TheStore
https://klse.i3investor.com/servlets/stk/rec/5711.jsp