Posted by tksw > 2016-03-23 15:01 | Report Abuse

this one no roller coaster, this one nescaffe shake

Posted by Traderi3 > 2016-03-24 09:44 | Report Abuse

Good support at 1.31, time to make another round.

Posted by samyew1234 > 2016-03-25 14:43 | Report Abuse

1.30- all the buying volume gone, I sell to them, decided to move all my fund to Gamuda WE, will be back one day to WTK

Posted by kakashit > 2016-03-27 14:31 | Report Abuse

Samyew, u'll be regretted. Some more u're moving to something too good to be true

Posted by samyew1234 > 2016-03-28 14:00 | Report Abuse

wah, don't scare me le

Posted by charliecharlie > 2016-03-28 14:26 | Report Abuse

"some thing too good to be true" u mean which one is too good to be true?.. gamuda or wtk?

Posted by samyew1234 > 2016-03-28 18:30 | Report Abuse

She is referring to Gamuda WE, I guess

Posted by kimi121 > 2016-03-31 01:19 | Report Abuse

USD/MYR = 3.92

Posted by buddyinvest > 2016-03-31 07:26 | Report Abuse

I park at 100k@100 everyday

Posted by tksw > 2016-03-31 11:18 | Report Abuse

buddyinvest sifu so rich

Posted by joekit > 2016-03-31 12:50 | Report Abuse

Can go up? Fren just asked me to buy say will go to rm1.80! Any news?

Posted by charliecharlie > 2016-03-31 14:38 | Report Abuse

its moving now

Posted by tksw > 2016-03-31 14:45 | Report Abuse

hohoho, habis cuci liao,...

Posted by Traderi3 > 2016-03-31 15:01 | Report Abuse

KUCHING: The Sarawak legislative assembly is to be dissolved on April 11 to pave the way for the 11th state elections.

Chief Minister Adenan Satem, who will be leading the Sarawak Barisan Nasional for the first time in the state polls, made the announcement on the dissolution at 2 pm today at his office in Wisma Bapa Malaysia here.

Posted by charliecharlie > 2016-03-31 15:07 | Report Abuse

most dissapointing stock so far in my portfolio..quaterly result good, drop/stagnant...election date near, drop/stagnant..i guess i better keep my distance and cut loss

Posted by calvintaneng > 2016-03-31 15:07 | Report Abuse

WTK

Great Value!

Posted by tksw > 2016-03-31 15:18 | Report Abuse

charliecharlie sifu, people press lar... need to be able to withstand the pressure cooker oni can make money

Posted by charliecharlie > 2016-03-31 15:30 | Report Abuse

@tksw thanks you for the advise , sifu...i'm still a noob at this...picking up lessons fr all sifus here!!! ok, will hold and withstand the storm.

Posted by tksw > 2016-03-31 15:38 | Report Abuse

powerful break out ler, be patient

Posted by Pusher_Punisher > 2016-03-31 15:44 | Report Abuse

engine just started.. after weeks left in the fridge.. harap tak berkarat lagi

Posted by tksw > 2016-04-01 09:39 | Report Abuse

engine sudah sejuk, kakaka

Posted by tksw > 2016-04-01 10:54 | Report Abuse

see today can break 137 or not

Posted by lyn87 > 2016-04-01 11:08 | Report Abuse

WTK +4.0sen@RM1.33, price has formed a bullish engulfing candle, rebounding off the EMA120 level. The MACD Indicator has given a BUY signal, while the RSI has crossed above the 50 level.

Posted by tksw > 2016-04-01 14:26 | Report Abuse

lyn87 sifu, today down wor, mana ada lembu?

Posted by tksw > 2016-04-01 18:39 | Report Abuse

lin87 sifu, now what candle?

Posted by nemesis > 2016-04-05 19:35 | Report Abuse

How come suddenly stop advancing?

Posted by charliecharlie > 2016-04-06 12:24 | Report Abuse

queue at 1.29

Posted by calvintaneng > 2016-04-06 21:45 | Report Abuse

Today I met a 77 Year Old Oil Palm Plantation Owner.

These are the facts.

Young Palm Oil trees if well taken care of will fruit by 3 years old. But FFB will increase more & more by 4 to 5 years old.

The most fertile years are between 8 to 10 years old.

By age 15 more fertilizer is needed to support FFB production.

Oil Palm trees can last as long a 25 years old. But since they have grown so tall by then it is hard for harvesting.

So best is cut down & replant the trees by age 23 to 24.

Now there are 2 seasons for FFB. Usually Between January to June there is less FFB. But from July to December there is abundant harvest.

Fertilizer must be applied 4 times a year - about 3 months once to keep trees tip top.

Now he expects from July to December to have abundant FFB (Fresh Fruit Bunches)

Will Hot El Nino destroy Oil Palm trees like they destroy padi and maize?

According to him, "NO". In all his experience Oil Palm trees can survive hot weather though FFB production might be redeuced.

Prices of FFB according to his experience

It ranges from Rm300 a tonne to Rm1,000 a tonne.

So current CPO prices can Go As High as Rm4,000 a tonne or even more.

Since experts have called this current El Nino as "THE GODZILLA OR MONSTER EL NINO" you can even expect CPO prices to reach Rm6,000 a tonne.

If SO all predictions are out!

PRICES WILL SKYROCKET LIKE CRAZY.

As future is still unknown can we trust the experience of this 77 Year Old Oil Palm Uncle?

I met him as a stranger in AEON. He just shared that he is into Oil Palm planting.
That's why I probed for all his answers.

Anyone got better knowledge?
06/04/2016 20:36

Posted by nemesis > 2016-04-06 21:54 | Report Abuse

But wtk is more to timber.... Not palm oil

Posted by calvintaneng > 2016-04-06 21:57 | Report Abuse

0

RHB Research
Author: kiasutrader | Latest post: Wed, 6 Apr 2016, 09:43 AM

Blog Headlines (by Date) Blog Index
WTK Holdings - Upping CPO Price Forecasts
Author: kiasutrader | Publish date: Mon, 26 Oct 2015, 10:39 AM

We believe the El Nino’s impact on edible oil supply will be one of the largest ever given its current strength. Hence, we are raising our FFBprice estimates to MYR550/tonne for 2016 (from MYR510). We maintain our BUY recommendation with a higher SOP-based TP of MYR1.20(from MYR1.08, 13% upside), as valuation of 8.9x FY16 remains below its 3-year historical average of 10x.

Unprecedented impact. We believe the El Nino’s impact on edible oil supply will be the biggest ever given its strength and high global reliance on palm oil. In the last mild El Nino in 2009-2010, palm oil price went ballistic as production stagnated. Given that the current episode is a stronger one and could match the 1997-1998 El Nino, the impact on production will be more severe with Indonesia potentially experiencing a decline in production next year. Unlike the last two episodes, there will be little or no mitigating factor from an increase in oil palm hectarage since Indonesia’s new planting has been slowing in the past few years.

Perfect storm in 2H16. While soybean supply is still healthy, rapeseed crop has already been hit. We believe a perfect storm is due in 2H16 as the La Nina weather follows the El Nino closely and could bring drought to soybean areas. This could happen while palm oil production is suffering its sharpest yield decline due to the 12-month drought impact.

Raising estimates. We raise our FFB price assumptions for WTK to MYR550/tonne for FY16 (from MYR510) and MYR560 for FY17 (from MYR530). No change to our FY15 price assumption of MYR460. With that, our earnings have been adjusted upwards by 3 -4% for FY16F-17F.

Maintain BUY. With the earnings revision, our SOP-based TP for WTK has been raised to MYR1.20 (from MYR1.08). We maintain our target P/E of 15x 2016 for the plantations division, our DCF valuation for the log division, and a replacement value calculation for its plywood division. We highlight that every MYR100/tonne change in the CPO price could affect WTK’s earnings by 1-2%. We maintain our BUY recommendation on the stock. We believe WTK is one of the prime beneficiaries of the weak MYR/USD, given that the bulk (close to 90%) of its earnings is in theUSD, while its costs are in the MYR. We highlight that every MYR0.10/USD change could increase WTK’s net earnings by c.13 -15%. In addition, with the continued strengthening in log prices, we expect WTK’s earnings to grow by a 3-year CAGR of 17% per annum over the next three years. Valuations are at attractive levels currently, below its 3-year historical average of 10x.

Posted by paperplane2016 > 2016-04-06 22:07 | Report Abuse

This analyst stupid, now alredi 1.30, TP 1.20, and ask ppl buy? Self conflicting.

Posted by paperplane2016 > 2016-04-06 22:07 | Report Abuse

Nta 2.80, now is super duper dirt cheap

Posted by calvintaneng > 2016-04-06 22:09 | Report Abuse

Posted by paperplane2016 > Apr 6, 2016 10:07 PM | Report Abuse

This analyst stupid, now alredi 1.30, TP 1.20, and ask ppl buy? Self conflicting.

Haha!

That was old target lah.

I borrowed it to show WTK got oil palms

New Target Should be Rm2.00 based on NTA alone

Posted by tksw > 2016-04-07 10:30 | Report Abuse

calvintaneng sifu, WTK good meh?

Posted by Jack Yc > 2016-04-07 10:41 | Report Abuse

not much moving

Posted by didi2005 > 2016-04-08 12:12 | Report Abuse

Today got volume

Posted by tksw > 2016-04-11 09:37 | Report Abuse

looyee sifu, break 135 aredi wor, how now?

Posted by didi2005 > 2016-04-11 12:16 | Report Abuse

1.37 big block to clear...

Posted by tksw > 2016-04-11 14:40 | Report Abuse

Loyee sifu, I dunno how to set target price, I dun need money use, then hold longer, need money use then take profit.

Posted by tksw > 2016-04-11 15:29 | Report Abuse

O,O 135 kalah liao, kenot break

Posted by tksw > 2016-04-11 15:53 | Report Abuse

O.O, 134, mau pigi holand liao

Posted by didi2005 > 2016-04-11 16:48 | Report Abuse

Back to square...

Posted by SALAM > 2016-04-11 17:16 | Report Abuse

Good asset backing ? But all locked into the SOIL. You can smell but cannot reach. eg. KSeng, Delloyd (buy you out!!)

Posted by tksw > 2016-04-11 23:18 | Report Abuse

patient ler... this one got to ding-dong many time first.

Posted by win_win > 2016-04-12 13:34 | Report Abuse

Kseng is a cashcow

Posted by andyhard > 2016-04-13 11:20 | Report Abuse

WTK is going to breakout soon

Posted by tksw > 2016-04-13 13:12 | Report Abuse

not break down meh?

Posted by charliecharlie > 2016-04-13 16:00 | Report Abuse

@andyhard u mean break down isit? i'm looking to enter. and I queue at 1.30 & 1.29

Posted by tksw > 2016-04-13 16:20 | Report Abuse

kenot get ler, bot 134 to 133, hand fast got, hand slow dun have. collection mode ler. once finish collect, pancut

Posted by tksw > 2016-04-13 16:24 | Report Abuse

the collector is raising their price already...