cpo just rose by 40% in last 2 months and share price of plantation stocks rose almost by 80% within the same period as if the cpo price will sustain at this level for the next 10 yrs (DCF valuation).
Jaks has a power plant under BOT contract with recurring guaranteed cash flow for next 25 years...but market is still hesitant on its valuation...guess its purely due to 'not so smart' market.
This is due to market inefficiency. Many are still doubtful or unaware of the potential of Jaks.
I m not here to hard sell Jaks but to invite the Sifus here to read and comment on my articles. This will help to improve the credibility of my articles and more importantly increase my confidence in Jaks.
Appreciate if you could kindly add me My stock picks for 2020 : 1.JHM 30% 2.MASTER 20% 3.PPHB 20% 4.IFCAMSC 15% 5.GREATEC 15% Thank you and happy trading
Nope, we are still not as confident as CPECC who has more than 50% stakes on the power plant and painstakingly engineered, procured, constructed the last 4 years and now about to commission it.....
I support DK66's views . Like DK66, i am 90% invested in Jaks. So, not qualified to participate. ------------------------------------------- DK66>Dec 29, 2019 10:15 AM | Report Abuse
It will be good to have Jaks on your list at least for 2020 and 2021
In 2020 - ride on optimism of power plant commencing operation In 2021 - ride on full year operating results from power plant
The successful investor , pjseow , has included Jaks (30%) in this 2020 stock pick competition . He will win very big !! -------------------------------------------------- pjseow>Dec 19, 2019 11:26 PM | Report Abuse
Tomorrow is Friday . Many are already on holiday mood. With another one week to go , 2019 will end . It is time to take stock of the achievement or failure for 2019.. As for me, 2019 is a good year for me in stock investment. My total return is 26 % ytd. My top 3 investment are Dayang ,mfcb, mfcb warrant and Jaks.. I had also invested in property and hotel for the past 12 years with fairly good returns but to me stock investment is still the best. My last 21years stock investment give me an average return of 18 to 20 %. I started with RM 170k in 1998 when the KLSE crash to 250 pt. The 18 to 20% annual compounded return will double your investment every 4 years. There are altogether 5 Four years within 20years. The final accumulated number will.be rm 170 x 2 to the power of 5 which is 32. The total is 5.44 million.
Mr. Market is lacking sector with good outlook other than plantation. It's actually a perfect timing to goreng now. Soyoil future soaring, CPO production declining due to dry weather and fertilizer cut , Palm oil stock declining, Indonesia implementing B30, Crude oil price trading upward, price suppressing for the past few years....but you know la when things become perfect....
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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....
DK66
4,269 posts
Posted by DK66 > 2019-12-28 10:32 | Report Abuse
why you worried?