High dividend yield is not the only criteria we should look at, before investing in any stock. Most investors who got seduced by high dividend palm oil stocks last year, he or she would realise, the dividends last year can't cover the paper loss from the fall in share price until this year.
You are spot on with your investments. Your continuous calls to purchase SerbaDoom despite all signs of doom were spot on! Serba is now resting in peace while some of those who heeded your calls are RIP too or RIPped wallet. Cuntwin Tong's calls in NETX brought misery to many and TSH is suffering 50% loss too.
Yes both Mabel and CuntWin Tong are captains of Titanic stocks. They are always spot on!
Even if a company payout 10% yield it would take 10 years to recover your initial cost. In ten years anything could happen, wild swings up and down, But KLSE records shows, most stocks rise once and collapse to sleep for years. Occasionally, rise to pee on shareholders and back to sleep.
10. Others were Golden Hope Plant, Austral Enterprize, Pelangi Bhd, Island & Peninsular, MTD Infrar, MNI, Jland, KFC, QSR, Titan and many others taken private (not bankrupt)
Why only pick on Netx (exclude Opcom & Redtone) Why highlight TSH and keep silent on BPlant?
So let every one decide for yourself
And why Calvin also got gave warnings on bad stocks which others did not?
KUALA LUMPUR, April 14 (Reuters) - When palm oil prices soared to record highs last year, a Malaysian estate manager surnamed Lim postponed replanting his old, unproductive trees for a third consecutive year to lock in profits - a decision he regrets and is scrambling to fix.
Across Indonesia and Malaysia, which produce 85% of the world's palm oil, growers are ramping up replanting after a decade of letting estates grow older, an ageing trend that threatens to tighten supply of the commodity that accounts for nearly 60% of global vegetable oil.
Oil palms start losing productivity after 20 years. Besides the cost of replanting, it takes three years for new trees to grow and yield a crop - making that land unproductive in the meantime.
"If I had replanted consistently over the past 10-15 years, my yields and worker productivity could have been better,” said Lim, now rushing to catch up on the backlog by replanting 5% of his 2,300-hectare estate in Perak state this year and up to 20% next year.
MBB is giving out 85.1% of its profits and can only give 57.36 cents of profits to shareholders, while pchem only gives out half its profits at 48.6% and still pay out 48 cents, the difference is pchem is selling to the entire south east asia while mbb is only allowed to do business mainly in malaysia. Pchem can still grow much much more while pay out a good dividend with more money to spare for growth and is only 66 billion, which is a fraction of the value of its worldwide competitiors with incredible profit margins and lack of competitors. if korea can give 10 year bonuses to its refinery staff, how about pchem?
prudentinvestor 2973 posts Posted by prudentinvestor > Feb 1, 2023 3:59 PM | Report Abuse
Investors are giving Maybank a higher valuation than Petronas Chem for some reasons. Maybank's earnings over the past 12/13 years has been very consistent, averaging around 70 sen a share. Dividend per share has never dipped below 50 sen, averaging about 56 sen a share. PChem earned only 20 sen share in 2020 and 35 sen in 2019. Its eps exceeded 90 sen in 2021 and I expect it to exceed 90 sen again in 2022, all because of high oil prices. DPS for 2019 was 18 sen and for 2020 was 12 sen. Just can't compare with Maybank.
You are spot on with your investments. Your continuous calls to purchase SerbaDoom despite all signs of doom were spot on! Serba is now resting in peace while some of those who heeded your calls are RIP too or RIPped wallet. Cuntwin Tong's calls in NETX brought misery to many and TSH is suffering 50% loss too.
Yes both Mabel and CuntWin Tong are captains of Titanic stocks. They are always spot on! 10/07/2023 11:53 PM
Don't be like that lar..
Mabel been in and out of SE and SD many times from it's peak lor just like Dnex, Armada, Velesto etc etc. Fortunately Mabel does not freeze like Monk when it matters. It's a moving target as Mabel follow Smart Money.
Mabel only cum in when Mabel see value and can make money. Besides, it’s human instinct to be passionate on what you do what more if you put your stakes in it. Look it this way if someone come to your house and start complaining that your house is bad lah, your kitten is crazy lah, your furniture is cheap lah, you made a lousy investment lah etc etc ...
How do you feel?..
Although Mabel has many other collection, now Mabel is watching closely SE and Air Asia. Potential Mabel's Lobster and Abalone Dinner and Lunch..
Haha Just like politics, there is no permanent friends or enemies in Investment. It’s strictly business and common interest.
To Our Success !
CheriMeow
Stock: [CAPITALA]: CAPITAL A BERHAD
Jul 11, 2023 9:06 AM | Report Abuse
Johnchew5 Hoho 1st Time le , recalled Dicky n me had been together debated against Mabel in TDM since 2019 , now 3 of US on Capital A Flight …hohoho. 11/07/2023 6:37 AM
Haha Ya lor...
1st time we all wearing the same cap flying together!
June’s MPOB stockpile turned out softer than expected on weak June output but strong domestic consumption. Anticipation of a seasonal pickup in 2H output will continue to keep CPO prices in check in the near term (unless output recovery disappoints again). The present healthy CPO price discount against other competing veg oils are required to help stimulate demand in 2H.
July & August months are crucial weather periods The market is still anticipating improving CPO production prospects as the industry enters into its seasonal peak output period in 2H. The anticipated production recovery in MY in 2H is also premised on the recent influx of guest workers since end-2022. Positively, the recent weather scare in the month of June in the US have lifted prices of major competing oils from their low (which at various points in time in 2Q23 were trading on par with CPO price). Hence increase productivity and depreciation of RM will provide tailwind for Palm oil Exports.
It's looking good. It's on Target with 4 more point to go to Hit Target Price RM 4000 for FCPO August Future Contract!
Haiyo…Plantation versus Financial not a good example…if compare stability bank or plantation which one stable?plantation dividend not stable due to cyclical,CPO price good got nice dividend larh CPO price not good you know larh…hehe
1. During Mco lockdown more than 70% SME (small medium enterprizes) cannot open As a result there is loan moratorium Many later closed shop and gone out of business Among individuals many also given loan postponement At that time how to service bank loans when putting food on the table also a problem We see many houses, flats, apartments put out white flags for help
Now there are many delinquent loans on Banks balance sheet
2. In Iskandar Johor esp Country Garden Danga Bay, Medini and Forest City there are many Blocks of highrise condos now up to 90% empty Many might turn into ghost Towers later. In jb high court auctions no takers after 6 or 7 auctions
Deep discount up to 70% then only see a trickle of buyers
Whoever or whichever banks lent to these will suffer losses Up to Rm30 Billions worth of bad debts and more still in process Another red flag ♥️
Loan impairments by subprime loans brought down Us in year 2008/9 when Lehman Brothers, Bear Stern, Washington Mutual, Merill Lynch, Countrywide and others
High dividend yield is not the only criteria we should look at, before investing in any stock. Most investors who got seduced by high dividend palm oil stocks last year, he or she would realise, the dividends last year can't cover the paper loss from the fall in share price until this year.
2023-07-10 22:51 >>>
Exactly. Just ask calvintaneng a very simple question and wait for his answer.
calvintaneng asked everyone to buy TSH when it was RM 1.78, citing the big dividends that this company was going to distribute. Yes, they did receive their dividends, but alas, the share price dropped to RM 1.05. Did they make money? Ask calvintaneng.
The earlier you start, the bigger your tree is going to grow.
And before you know it, you will be resting in the shade of your own financial forest, enjoying the fruits of your labor, year after year...
Why?
Because dividends... GROW.
And that's how some Dividend Machines reached their milestones in dividends.
For the past 10 years...
DBS (Bank) increased their dividends by 158% Wilmar (Plantation) increased their dividends by 112% So if you think $5,000 in annual dividends today is too little...
Your $5,000 'passive' income just became:
$12,900 if you invested in DBS $10,600 if you invested in Wilmar All you did is buying the right dividend stocks...
Yesterday we talked about DBS (Southeast Asia Biggest Bank) and Wilmar (World Largest Plantation by Market Capitalization) Dividend Growth.
Today we talked about share prices vs earning growth for CIMB (Bank) vs Sarawak Plantation (Palm Oil)
Over the last 3 years on average, CIMB Bank earnings per share has increased by 32% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Meanwhile SOP palm oil plantation earnings per share has increased by 2% per year whereas the company’s share price has increased by 6% per year. Can you explain why the bank share prices is lagging with the earning growth?
Let’s analyse the situation for both CIMB Bank and SOP (Sarawak Oil Palms):
CIMB Bank: Earnings Growth: CIMB Bank has experienced robust earnings growth, with earnings per share (EPS) increasing by an impressive 32% per year on average over the last 3 years. Share Price Lag: Despite the strong earnings performance, the share price has only grown by 12% per year on average during the same period.
Possible Reasons: Market Sentiment: Investor sentiment and market perception play a significant role. If investors perceive risks or uncertainties related to the banking sector, it can suppress share price growth. Interest Rate Environment: Banks are sensitive to interest rate changes. If interest rates remain low or decline, it can impact net interest margins and profitability, affecting share prices. Regulatory Environment: Regulatory changes, capital requirements, and compliance costs can influence investor confidence. Market Perception of Banking Sector: The overall market view of the banking industry may not align with the strong earnings growth of individual banks.
SOP (Sarawak Oil Palms): Earnings Growth: SOP’s earnings per share (EPS) has increased by a more modest 2% per year on average over the last 3 years. Share Price Performance: Despite the relatively lower earnings growth, SOP’s share price has still managed to grow by 6% per year on average.
Potential Factors: Industry-Specific Factors: The palm oil industry has its own dynamics, including supply-demand fluctuations, commodity prices, and weather conditions. These factors can impact share prices. Investor Sentiment: Investors may perceive palm oil companies differently based on environmental and sustainability concerns. Market expectations: SOP’s share price growth might align better with market expectations for the palm oil sector.
In summary, while earnings growth is a crucial driver of share price appreciation, other factors such as market sentiment, industry-specific dynamics, and regulatory environment also come into play.
Market sentiment refers to the overall mood or attitude of investors and traders toward a particular financial market, asset class, or individual securities. It plays a crucial role in shaping price movements and can significantly impact share prices. When market sentiment is bullish, investors are optimistic about the future. They believe that prices will rise, and economic conditions will improve. Bullish sentiment tends to drive buying activity. Investors purchase stocks, leading to increased demand and higher share prices. Positive news, strong earnings reports, and favorable economic indicators contribute to bullish sentiment. The opposite goes with bearish sentiments.
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
56,462 posts
Posted by calvintaneng > 2023-07-10 19:46 | Report Abuse
SEE THIS
https://www.youtube.com/watch?v=o3E4s59OSLQ