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
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.
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....
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
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
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
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”
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.
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
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
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.
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.
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...
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
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
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
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
56,628 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