I told Uncle Koon, I think in year 2014, to sell off Jtiasa because I saw shale oil hammering crude oil leading to the decline of biodisel which will impact palm oil.
Jtiasa was sold down by Uncle Koon in no time and collapsed to rm1. 00
For the past years since 2014 crude oil has fallen the the low of USD27 per barrel. That also continues to impact biodisel.
If crude is cheap there is no incentive to use palm oil as biodisel. Not only palm oil stocks suffered. Tekseng which manufacture solar panel also suffered as a result as there is no reason to use expensive solar panel then. I told Wahahaha to sell off all Tekseng above RM1. 00 and I was right
However, Wahahaha took offense and attacked me in Drb when Drb was below Rm1. 00
At long last Drb reached rm2. 00 and Tekseng dropped 70% to below 30 sen and Wahahaha disappeared
Now that Brent crude oil is reaching Usd70 again plus ringgit also collapsed from rm3. 30 to Rm4. 07..palm oil will once more be feasible for biodisel use.
So just as Calvin turned bullish on Carimin on Jan 2018....now I am getting more bullish on oil palm stocks again
Other reasons are China banning canola oil from Canada as they arrested Huawei boss daughter
China promised to buy more cpo from Malaysia
Russia also buying cpo from Malaysia because Malaysia bought Russian planes
India has reduced tax on cpo import
Both Indonesia and Malaysia are using more cpo as biodiesel.
China and India facing acute Air pollution might use more clean tech biodiesel
Euro banning biodiesel use is a misunderstood thing.
They didn't ban biodisel use outright.. They only withdraw subsidies by year 2030
Year 2030 is still 11 years away! So they are still using cpo as biodiesel for next 10 years There is more worry that Malaysia might run out of oil in 10 years than EU removing subsidies for biodiesel in 10 years time.
So now is the time to turn bullish on Tdm
Tdm has 3 plans now
1. Plan A Palm oil as the main business. Encouraged by Trengganu Govt its cpo are certified and qualified
It has also followed Tmakmur type of management by utilising assets to the full without wastage by converting palm waste into fertilizer
Being a Trengganu Govt stock it receives free land grants for oil palm cultivation at minimal cost. Trengganu Govt can support Tdm due to over RM1 billion oil revenue from PH Govt as promised in the election manifesto
2. Plan B Tdm has invested into 4 medical hospitals in prime locations of Tmn Desa, Petaling Jaya, Trengganu and Kuantan. Almost rm400 millions are invested which equal to its borrowings. So they borrow for productive businesses. All the hospitals are growing steadily by virtue of natural growth and progress.
3. Plan C Plan C is not in the plan but Ecrl will be an impetus to spur its growth and value
Almost all the major assets of Tdm are located in Trengganu and ECRL rail link is passing right across the entire state of Trengganu to Tok Bali in Kelantan which will turn into an oil hub and also a major exporting importing transit hub for oil, goods and people
Tdm.. Now going at all time low... Buying Tdm at 19 sen is just like buying Carimin at 39 sen
you wrote so much articles especially these two weeks without non stop until i cannot see the other writers. i wonder how long you spend time front of your laptop/pc everyday for come out with those articles.
buzzly you wrote so much articles especially these two weeks without non stop until i cannot see the other writers. i wonder how long you spend time front of your laptop/pc everyday for come out with those articles. 04/04/2019 8:56 PM
Sorry that I took up so much space.
It takes me about 1 to 2 hours to put my findings & thoughts into each article. But i did alot of reading when i am free.
30 Largest Securities Account Holders For Ordinary Shares As At 22/03/2018
No. Name No. of Shares Held % 1 Terengganu Incorporated Sdn Bhd (A/C No: 098-001-045464245) 766,795,843 46.25 2 Terengganu Incorporated Sdn Bhd (A/C No: 087-055-045755196) 245,921,610 14.83 3 Kumpulan Wang Persaraan (Diperbadankan) 148,605,950 8.96 4 Citigroup Nominees (Tempatan) Sdn Bhd Exempt AN For AIA Bhd. 42,184,810 2.54 5 Lembaga Tabung Amanah Warisan Negeri Terengganu 23,482,107 1.42 6 Amanahraya Trustees Berhad Public Strategic Smallcap Fund 14,828,660 0.89 7 Citigroup Nominees (Asing) Sdn Bhd CBNY for Dimensional Emerging Markets Value Fund 13,722,720 0.83 8 Citigroup Nominees (Asing) Sdn Bhd CBNY For Emerging Markets Core Equity Portfolio DFA Investment Dimensions Group Inc 9,189,730 0.55 9 Amanahraya Trustees Berhad Public Islamic Select Treasures Fund 6,777,480 0.41 10 Amanahraya Trustees Berhad Public Islamic Treasures Growth Fund 6,331,600 0.38 11 Neoh Choo Ee & Company, Sdn. Berhad 6,246,640 0.38 12 Citigroup Nominees (Asing) Sdn Bhd CBNY For DFA Emerging Markets Small Cap Series 4,725,420 0.29 13 Eng Bak Chim 4,631,000 0.28 14 UOB Kay Hian Nominees (Asing) Sdn Bhd Exempt AN For UOB Kay Hian Pte Ltd (A/C Clients) 4,133,880 0.25 15 Kumpulan Pengurusan Kayu Kayan Trengganu Sdn Bhd 3,140,016 0.19 16 Megategas Sdn Bhd 2,938,610 0.18 17 Amanahraya Trustees Berhad Public Islamic Opportunities Fund 2,860,600 0.17 18 Citigroup Nominees (Asing) Sdn Bhd Exempt AN For OCBC Securities Private Limited (Clients A/C -NR) 2,563,550 0.15 19 Tai Tsu Kuang @ Tye Tsu Hong 2,420,000 0.15 20 Chung Chin-Fu 2,356,860 0.14 21 Soon Lian Huat Holdings Sdn. Berhad 2,233,000 0.13 22 Wong Shew Yong 2,220,790 0.13 23 Yeong Cherng Sdn Bhd 1,980,000 0.12 24 Maybank Nominees (Tempatan) Sdn Bhd Pledged Securities Account For Tan Boon Huat 1,918,310 0.12 25 Pretam Singh A/L Chanan Singh 1,675,630 0.10 26 Low Geat Hong 1,662,700 0.10 27 Cheng Gek Hong 1,491,890 0.09 28 Dynaquest Sdn. Berhad 1,475,740 0.09 29 Ti Geok Chiam 1,333,930 0.08 30 Tan Hock Kien 1,306,450 0.08 TOTAL 1,331,155,526 80.28
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....
bulldog
12,157 posts
Posted by bulldog > 2019-04-03 12:36 | Report Abuse
Yes....the next darling counter