1 person likes this.

82 comment(s). Last comment by calvintaneng 2024-08-12 00:30

calvintaneng

56,628 posts

Posted by calvintaneng > 2021-11-04 23:49 | Report Abuse

CASH INFLOW NOW WILL BREAK OUT LIKE A DAM OVERFLOWING
https://www.youtube.com/watch?v=TBiXDsxTNj8

Posted by Intrinsic99 > 2021-11-05 00:02 | Report Abuse

Other members also buying valuable stocks but not behave like this iddiot spammer

We all feel ridiculous nonstop posting nonstop promoting

As I said earlier, if you so confidence to wait and if you so confidence what you invest why everyday need to promote, why everyday put up so many blog, why everyday go different stocks forum keep on promoting your palm oil stocks?

This is very obvious you want to cash out your share bought and treat other members as waterfish.

In the real world, no free lunch to people unless you want to take advantage from others

I don't know why 3iii administrator didn't take any action to suspend this iddiot account to avoid further keep on spamming everyday and every way

I pegging administrator need to take proper action against this spammer

calvintaneng

56,628 posts

Posted by calvintaneng > 2021-11-05 00:20 | Report Abuse

Please do your own self study & due diligence

Do independent thinking. Deep thinking away from the noise of the crowd

xiaoeh

2,734 posts

Posted by xiaoeh > 2021-11-05 08:01 | Report Abuse

intinsic99 are u talking calvintan? if u do, u should know that he has been promoting long before plantation stock shoot up

Posted by value_seeker > 2021-11-05 08:07 | Report Abuse

Intrinsic99 Mr Calvin believe in sharing his knowledge to help others earn better return of their investment. Palm Oil Companies have low PE since early this year. The only concern is ESG issue highlighted by foreign activists. Share appreciation depend on a lot of factors beside fundamental. The possibilities of upside for plantation stocks are high as all stars are aligning. But the main catalyst will be major funds going in and help to lift the boat.

ybk173

8 posts

Posted by ybk173 > 2021-11-05 08:27 | Report Abuse

It all depend on what Mr Market think of oil palm stocks. For example WTK may have NTA of RM1.70, but now hovering around 48 sen...Mr Market is really inefficient....

calvintaneng

56,628 posts

Posted by calvintaneng > 2021-11-05 08:58 | Report Abuse

Ybk173

Mr Market is only a follower and react to trend

Wtk could easily do "something" if they wanted to unlock value for share holders

Wtk has two gold mine assets in Spore
86 & 88 Tagore Lane two units 3 stories flatted warehouses sitting on ancient book value

If they just follow Pm Corp last time selling Woodland warehouse in Spore and gave cash (8 sen dividend) Wtk will also come alive if it gives a nice cash payout to reward shareholders

See how pelikan sold it's Germany warehouse to pay 20 sen special dividends caused it's share price to spike up

Assets of Wtk are many
And they should do something

joerakmo

725 posts

Posted by joerakmo > 2021-11-05 12:33 | Report Abuse

It is not size that matters,It is management,productivity and efficiency that counts.

Posted by value_seeker > 2021-11-05 13:51 | Report Abuse

The nature of commodity related stock is it is cycle in nature. We had steel run for the past 6 months- which just hit the brake and in reverse. Truly to be part of the winner cycle you need to have the right entry point- enter before the steep rise and the hold till the commodity price in 70 plus percent uptrend. The unloading has to be before the peak

calvintaneng

56,628 posts

Posted by calvintaneng > 2021-11-05 15:22 | Report Abuse

joerakmo It is not size that matters,It is management,productivity and efficiency that counts.
05/11/2021 12:33 PM

No

SIZE COMES FIRST
THEN MANAGEMENT

EXAMPLE

IF YOU ARE GIVEN THE CHOICE OF TWO VEHICLES FOR TRANSPORT

1) A PERODUA 660CC KANCIL
2) A 44 SEATER BUS

NO MATTER HOW SKILLFUL THE DRIVER IF HE IS GIVEN A KANCIL HE CANNOT CARRY MUCH PASSENGERS AS HE IS LIMITED BY SIZE

A 44 SEATER BUS CAN ANY TIME TRANSPORT MORE PEOPLE THAN A SMALL KANCIL

SO A COMPANY WITH SMALL 20,000 ACRES CANNOT PRODUCE MUCH COMPARED TO A COMPANY WITH OVER 200,000 ACRES IN SIZE

Posted by Intrinsic99 > 2021-11-05 15:31 | Report Abuse

Most of the fund managers have predicted the cpo price shall be normalised to RM 3000 to RM 3500 by next year

This is the reason why fund managers not aggressive to buy because they know the trend same with glove sector

More important is western countries still banning cpo imported products due to ESG

Very soon can see the big impact for plantation stocks (less than 2 months to go)

Now you can see fund managers start to catch out and switch to recovery stocks

You can see this iddiot why keep on promoting due to this iddiot wants to cash out to avoid further losses

Posted by Jonathan Keung > 2021-11-05 15:42 | Report Abuse

Cukai makmur and higher levy on FFB is a double blow for planters

calvintaneng

56,628 posts

Posted by calvintaneng > 2021-11-05 15:42 |

Post removed.Why?

Posted by Intrinsic99 > 2021-11-05 15:52 | Report Abuse

Sorry to say, Redtone not my favor

I never say I have this stock, did I??

Don't mislead the market to cover your losses to cover you mistake



Posted by calvintaneng > Nov 5, 2021 3:42 PM | Report Abuse

Intrinsic99

Did you take Calvin's warnings to escape Redtone?
Calvin promoted Redtone around 45 sen to 50 sen
And told all to above 70 sen

Why so stubborn to oppose kind hearted Calvin to your losses in Redtone?

calvintaneng

56,628 posts

Posted by calvintaneng > 2021-11-05 18:41 | Report Abuse

You sorry?
By stopping Calvin from warning people to sell Redtone you have done them a disservice

Now because of you they did not take heed to Calvin's word and escaped. So you are to be blamed

Same thing here

By your ignorance you try to stop people from buying into good undervalue oil palm stocks

calvintaneng

56,628 posts

Posted by calvintaneng > 2021-11-05 19:08 |

Post removed.Why?

Posted by Intrinsic99 > 2021-11-05 19:23 | Report Abuse

Other members also buying valuable stocks but not behave like this iddiot spammer

We all feel ridiculous nonstop posting nonstop promoting

As I said earlier, if you so confidence to wait and if you so confidence what you invest why everyday need to promote, why everyday put up so many blog, why everyday go different stocks forum keep on promoting your palm oil stocks?

This is very obvious you want to cash out your share bought and treat other members as waterfish.

In the real world, no free lunch to people unless you want to take advantage from others

I don't know why 3iii administrator didn't take any action to suspend this iddiot account to avoid further keep on spamming everyday and every way

I pegging administrator need to take proper action against this spammer

Posted by Intrinsic99 > 2021-11-05 19:25 | Report Abuse

no need to raise flag, you more raise up the more admitted what I said is correct

You are trying cash out what you did the mistake that's why keep on promoting

calvintaneng

56,628 posts

Posted by calvintaneng > 2021-11-05 20:40 |

Post removed.Why?

Posted by Intrinsic99 > 2021-11-06 14:08 | Report Abuse

CPO prices expected to be lower in 2022, say market analysts (The Star - Saturday, 16 Oct 2021)

UOB Kay Hian Research maintains its “underweight” rating on the plantation sector

The research unit is keeping its CPO price forecast for 2021 and 2022 at RM3,300 and RM2,800 per tonne respectively

CPO prices may sustain at the current levels due to the continued disappointing palm oil production as yield recovery from the previous drought is taking longer than expected

It also notes that risks include rising fertiliser costs due to supply constraints. As fertiliser cost (30% of ex-mill cost) is one of the biggest components besides labour cost, the surge in fertiliser prices could lead to a cost increase of at least 15% to 20%


RHB Research also maintains its “underweight” rating on the plantation sector

It advises investors to ride the wave and look for opportunities to sell into strength, with CPO prices currently at a peak, and some strength being seen in share prices.

“The main risk to this thesis is weather abnormalitie. Share prices have, for the first time this year, started moving in tandem with CPO prices. We believe now is the time to ride the wave, and wait for a good opportunity to lock in some profits, adding that environmental, social, and governance (ESG) concerns will still impact sector valuations”


https://www.thestar.com.my/business/business-news/2021/10/16/cpo-prices-expected-to-be-lower-in-2022-say-market-analysts


What we can observe market behaviour now is most of the fund managers start to revise outlook for CPO in the upcoming season, most of experts had expected the CPO prise shall be normalised in tandem.

Fund managers strongly believe that plantation companies shall be adjusted lower heading Trailing Twelve Months (TTM), that’s why most of the research houses given underweight outlook.

This is the reason why plantation sector not so fancy like year 2020 glove sector, fund managers strongly believe that once the CPO price normalise so ASP also simultaneously adjusted lower.

One of the good example to review is glove sector, what happen for the year 2020 compare with year 2021. Once most of the fund managers revise neutral or underweight outlook, we all can see the respective sector (or respective stocks) will start decelerating.

Despite glove sector still handsomely profitable for the next few years but most of the share traders more bias to ASP will be adjusted accordingly. This scenario is same with plantation sector as well.

If we want to enjoy fancy profit from the share price margin at this moment, we need to thoroughly consider is it the right time to challenge current circumstances since market had given cognitive lesson for the past of glove sector.

If we want to enjoy dividend yield (only selective planters), it’s fine to accumulate rather than putting your funds at the banks but now not aware current share price is it wisely to enter since plantation sector bias to neutral or underweight.

calvintaneng

56,628 posts

Posted by calvintaneng > 2021-11-06 17:30 |

Post removed.Why?

OnTime

2,188 posts

Posted by OnTime > 2021-11-06 17:56 | Report Abuse

what goes up must come down! The decision is yours to make.

chinaman

3,302 posts

Posted by chinaman > 2021-11-06 18:09 | Report Abuse

concur with Calvin-plantation is laggard vs market price. even if CPO expected to correct in next year, its still good margin for planters. Not sure why IB bankers pessimistic on plantation few years already but ignore the fact the share price hardly over priced. Technology many times over-hyped but Anal Lyst IB ignore it, keep promoting hard on technology so obviously in bubble. Cooking oil is staple, essential goods irregardless in bad, or good times. everyone still need to eat during bad times

chinaman

3,302 posts

Posted by chinaman > 2021-11-06 18:31 | Report Abuse

Many international KUI LOR IB are shorties. First, they short gloves, destroy local gloves stock price. Now, they target palm oil. Seems like concerted effort to destroy MY economy. But, they leave alone technology sector which is already in bubble. WHY??? MY should close door for all these KUI LOR shorties IB

treasurehunt

1,884 posts

Posted by treasurehunt > 2021-11-06 18:46 | Report Abuse

IBs allows the investors to play Technology and Transportation theme only. These 2 indices trending upward all the way. They are not happy if we play big sector like plantation and glove. Steel sector is up to us since the scale is too small. They are afraid of money exiting Technology sector.

chinaman

3,302 posts

Posted by chinaman > 2021-11-06 18:46 | Report Abuse

Short selling, IDSS, or RSS should be completely banned. all these short term trading destroy Bursa, and whole economy at long term.

chinaman

3,302 posts

Posted by chinaman > 2021-11-06 18:46 | Report Abuse

Short selling, IDSS, or RSS should be completely banned. all these short term trading destroy Bursa, and whole economy at long term.

calvintaneng

56,628 posts

Posted by calvintaneng > 2021-11-06 18:52 | Report Abuse

VERY GOOD

LET ALL I3 FORUM INVESTORS SPEAK OUT

SPEAK THE TRUTH

chinaman

3,302 posts

Posted by chinaman > 2021-11-06 19:03 | Report Abuse

Technology, transport already over-bubble. IB bring all to holland. Bor cau a siiiiiiiiiii.... they restrict other sectors for politics preference. just bcs you pivot towards certain political party, does not give you right to destroy local economy.

chinaman

3,302 posts

Posted by chinaman > 2021-11-06 19:51 | Report Abuse

First, Kui Lor destroy aviation industry with Covid pandemic from biolab leakage in Fort Derick, US but defaming china...then, gloves, now palm oil...then, create world shipping chain in chaos, port congestion, freight 8-9 times increase coupled with oil hike causing world stagflation.... The whole world in big mess by west barbarian....But, many still worship west...

Posted by wallstreetrookie > 2021-11-06 21:44 | Report Abuse

Ok stop giving me bullshit. Tell me the best plantation stock. Just give me ONE. The one company that you or your fund has the most weightage in. And next week I will put 10 million

Posted by wallstreetrookie > 2021-11-06 21:45 | Report Abuse

Can you do it, Calvin? I want the best research and only one company. Not a bunch of similar plantation companies. Give me ONE.

calvintaneng

56,628 posts

Posted by calvintaneng > 2021-11-06 22:27 | Report Abuse

Ok take careful note

1. Taann
this one for absolute honesty and can sleep well every night

calvintaneng

56,628 posts

Posted by calvintaneng > 2021-11-06 22:28 | Report Abuse

2. Bplant
it gives out 60% dividend policy from profit

calvintaneng

56,628 posts

Posted by calvintaneng > 2021-11-06 22:28 | Report Abuse

3. Jaya Tiasa
A turnaround story

calvintaneng

56,628 posts

Posted by calvintaneng > 2021-11-06 22:29 | Report Abuse

4. SOP
Strong growth stock

calvintaneng

56,628 posts

Posted by calvintaneng > 2021-11-06 22:29 | Report Abuse

Tsh resources
Insider Boss bought tens of million ringgit

calvintaneng

56,628 posts

Posted by calvintaneng > 2021-11-06 22:29 | Report Abuse

6. Thplant
Very deep value

calvintaneng

56,628 posts

Posted by calvintaneng > 2021-11-06 22:30 | Report Abuse

7. Fgv
A sure thing after Ijmplant taken over by Klk

stockraider

31,556 posts

Posted by stockraider > 2021-11-07 09:19 | Report Abuse

This stock will shine loh!

Posted by Intrinsic99 > 2021-11-07 09:25 | Report Abuse

Other members also buying valuable stocks but not behave like this iddiot spammer

We all feel ridiculous nonstop posting nonstop promoting

As I said earlier, if you so confidence to wait and if you so confidence what you invest why everyday need to promote, why everyday put up so many blog, why everyday go different stocks forum keep on promoting your palm oil stocks?

This is very obvious you want to cash out your share bought and treat other members as waterfish.

In the real world, no free lunch to people unless you want to take advantage from others

I don't know why 3iii administrator didn't take any action to suspend this iddiot account to avoid further keep on spamming everyday and every way

I pegging administrator need to take proper action against this spammer

stockraider

31,556 posts

Posted by stockraider > 2021-11-07 09:44 | Report Abuse

Very good analysis of calvin sifu loh!

Investment into farmland or plantation is the best defensive investment strategy now loh!

Invest now...b4 its share price rerate & shoot up mah!

U see...sifu calvin should continue to promote plantations share when there is still deep margin safety for plantation stock mah!

This is the very safest strategy mah!

No need to heed the naysayers complaining spamming mah!

Bcos naysayers had very bad ulterior motives mah!


Posted by Intrinsic99 > Nov 7, 2021 9:25 AM | Report Abuse

Other members also buying valuable stocks but not behave like this iddiot spammer

We all feel ridiculous nonstop posting nonstop promoting

As I said earlier, if you so confidence to wait and if you so confidence what you invest why everyday need to promote, why everyday put up so many blog, why everyday go different stocks forum keep on promoting your palm oil stocks?

This is very obvious you want to cash out your share bought and treat other members as waterfish.

In the real world, no free lunch to people unless you want to take advantage from others

I don't know why 3iii administrator didn't take any action to suspend this iddiot account to avoid further keep on spamming everyday and every way

I pegging administrator need to take proper action against this spammer

Lucifer999

599 posts

Posted by Lucifer999 > 2021-11-07 13:07 | Report Abuse

Siao talk cok

Mikecyc

46,782 posts

Posted by Mikecyc > 2021-11-14 07:23 |

Post removed.Why?

Mikecyc

46,782 posts

Posted by Mikecyc > 2021-11-14 07:30 |

Post removed.Why?

Mikecyc

46,782 posts

Posted by Mikecyc > 2021-11-14 07:32 |

Post removed.Why?

calvintaneng

56,628 posts

Posted by calvintaneng > 2022-04-13 07:47 | Report Abuse

50% gain is far better Berkshire Hathaway 25% per year

calvintaneng

56,628 posts

Posted by calvintaneng > 2022-04-25 11:40 | Report Abuse

Very happy day today indeed

a day of justification

ooi8888

1,650 posts

Posted by ooi8888 > 2022-04-25 11:51 | Report Abuse

陈大师普渡众生,造福股民,我佛慈悲,善哉善哉,阿弥陀佛。

ImCK

3,267 posts

Posted by ImCK > 2022-04-25 12:22 | Report Abuse

you need see malaysia cannot total acres because indonesia plantation having issue with export ban if in malaysia who is the largest ?

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