Almost everyone would intuitively think that yesterday's news regarding the Malaysian government move to ban the basic furniture-making raw materials Rubberwood exports effective 01-July-2017 to be positive. Ban is effective tomorrow:
NOT ALL WOOD-BASED PRODUCTS MANUFACTURERS OR FURNITURE-MAKERS WILL BENEFIT FROM IT. DO U KNOW WHY I SAID SO? BECAUSE SOME OF THE MANUFACTURERS HAVE PRODUCTION FACTORIES LOCATED IN ANOTHER COUNTRIES and RELYING ON RAW MATERIALS TO BE EXPORTED FROM MALAYSIA TO THEIR PRODUCTION PLANTS LOCATED IN THOSE COUNTRIES.
Unlike many of its competitors or peers, Evergreen has 3 MAIN PRODUCTION PLANTS IN THE FOLLOWING COUNTRIES with MAJOR REVENUES CONTRIBUTIONS as the following:
Revenues from each production locations (FY 2016) MALAYSIA FACTORY: RM 681,556,624 THAILAND FACTORY: RM 444,515,817 INDONESIA FACTORY: RM 85,297,890
SO IF NO "RUBBERWOODS" CAN BE EXPORTED OUT OF MALAYSIA, WHERE DOES EVERGREEN's THAILAND and INDONESIA PRODUCTION PLANTS GETTING ITS BASIC RAW MATERIALS? Take notice that the revenues generated by its THAILAND production plant is 43.6% of ANNUAL TOTAL REVENUES 2016.
Seems there are two camps here. For and against. Well, let me join the fray by being the third non-partisan party. CKCS...chee kau choon sin!! Go dig a hole. Make sure it's deep enough so that you can't climb up and disturb the "for Evergreen". At least, nature will be grateful to you for being the organic fertilizer. You are talking like a tape recorder. Self repeating. Most of the time, nonsense. Investors would like to know facts. Substantiated. What you are harping has already been factored in. That's why the drop in price. New factors are coming in. Positive factors. That's why investors are buying today. It has bottomed out. Time to go up. So, be a good boy. Sit diam diam at the corner. Don't disturb the rest of the class.
MIDDLE EAST is EVERGREEN's SINGLE LARGEST EXPORT MARKET WITH >40% ANNUAL REVENUES FROM THIS REGION! IF WARS BROKE OUT BETWEEN SAUDI-LED ALLIANCE AND THE QATAR ALLIANCE.....THEN EXPORT INTO MIDDLE EAST WILL BE HALTED ENTIRELY.
SLOWLY DAY BY DAY....WEEK BY WEEKS....THIS CONFLICTS ARE INCHING UP TO THE REALITY SOON.
WHY RISK YOURSELF INTO A COMPANY THAT RELIES >40% ANNUAL REVENUES IN A POSSIBLE WAR-TORN REGION?
Max Foo, mark my predictions! When it starts, u try tell that to me again! The satisfaction of getting the prediction right is priceless! Yeaaah! Boooo chowwww chaaaaa lol
"On 23 June, the four countries, whose foreign ministers will meet on Wednesday to discuss the situation, set a deadline of 10 days for Qatar to agree to their requirements, which include the closure of a Turkish military base and the curbing of diplomatic relations with Iran.
On Saturday, Qatari Foreign Minister Sheikh Mohammed bin Abdul Rahman Al Thani said the state had rejected the demands, but was ready to engage in dialogue under the right conditions."
if there is anything to happen, it is already happened. So are they in war now?
Read my blog (I doubt you will) and you will know why they won't go into war.
Mark your statement 1st. in case you want to run later. ----------------------------------------------------------------------- Posted by CKCS > Jul 3, 2017 05:26 PM | Report Abuse
Mati loh....my prediction is again becoming reality soon!
Latest news whereby Qatar is given the ultimatum to meet the demands within 38 hours!!! War is unavoidable! -----------------------------------------------------------------------
The impact mainly affect Qatar's economy. Middle East economy is still intact overall. Look at the map, Qatar is only a very small dot on Middle East region. Ban of border of Qatar will not affect Middle East economy.
The same disadvantages go to Saudi-led alliance too! Qatar and alliance will impose blockade on various trade ROUTES too! Just Qatar is still negotiating with allies to reach internal deals while still playing nice guy. The pushy Saudi & gang will be the ones to strike the first few shots to invoke the Gulf War 2.0!
Why I dare say so? Study the map and find out yourself since u have so much nonsense in your head.
Yes, a war might be happened soon but why you solely target Evergreen? For the past ten years, Middle East always has wars or disagreements between countries. Yet, there are a lot of stocks having their businesses in Middle East but I see no drop in their shares price. Your attacks toward Evergreen becomes more intensely after the announcement of rubberwood export bans and you continuously spending your time here create confusion and chaos.
Talk about rubberwood, I'd monitor the past prices of rubberwood and it seems to be quite steady currently as it drops significantly. When government ban rubberwood exports, it seems to be bright for this industry especially for HOMERIZ and EVERGREEN as the outside demand will be closed and supply for locals will be sufficient. Thailand and Indonesia itself have high supply of rubberwood so I don't think this move affects this two countries.
I don't really do a thorough analysis on Evergreen. However, based on the past 52 weeks, the lowest share price is 0.735 while the current one is 0.86. I think it had dropped to a stable support line. Most come out worst is that holding this stock doesn't make any money in the future but CKCS talks like the stock will drop to 0.01.
Let's speak it frankly, we are adults and we need to work. Based on your previous records, I found that you can attack Evergreen anytime, from morning until night. Let's say that you are a full-time investor, but I'd never see an investor spend time arguing rather than do analysis or other stuffs.
SO WON'T YOU GUYS FEEL WEIRD?
Well I personally own other stocks but not this stock. Above statement is purely my suggestions. Feel free to listen or not is your own freedom. I just hate somebody keep on spreading nonsense and posting unrelated links as evidence.
If Gulf war 2.0 starts, do u seriously think this will not affect Evergreen's earnings? Middle east covers more than 40% of Evergreen's annual revenues. U really that stupid to think I dare to say so if I'm not confident? Just look at how the conflicts have progressed. You can slowly kiss Evergreen goodbye when the first few shots fired from the Saudi border!
YOU REALLY THINK SAUDI DOESN'T WANT WARS? THEY WANT TO SWALLOW UP QATAR FOR ITS GAS RESERVES MAH. THIS IS THE ULTIMATE GOAL! WAR IS UNAVOIDABLE...THE ONLY THINK WE MUST OBSERVE IS WHEN THE WAR WILL BREAK-OUT! TRUMP IS FROM REPUBLICAN THE PRO OIL PARTY MAH. YOU CAN SEE HOW HE PLAY THE CHESS ALREADY IN THE MIDDLE EAST....EVEN DANCE WITH THE SAUDI:
EVERGREEN's Revenues from Middle East Markets:- Year 2016: RM 419,449,662 (42.04%) out of RM 997,794,615 total annual revenues Year 2015: RM 457,245,946 (45.17%) out of RM 1,012,342,362 total annual revenues
YOU REALLY THINK SAUDI DOESN'T WANT WARS? THEY WANT TO SWALLOW UP QATAR FOR ITS GAS RESERVES MAH. THIS IS THE ULTIMATE GOAL! WAR IS UNAVOIDABLE...THE ONLY THINK WE MUST OBSERVE IS WHEN THE WAR WILL BREAK-OUT! TRUMP IS FROM REPUBLICAN THE PRO OIL PARTY MAH. YOU CAN SEE HOW HE PLAY THE CHESS ALREADY IN THE MIDDLE EAST....EVEN DANCE WITH THE SAUDI:
This CKC veli poor analysis....if war could happen in middle east in this case u better sell all your share...not only evergreen loh...!!
U BETTER BUY REACH LOH....BCOS THEIR OILFIELD WILL BE VELI VALUABLE MAH...!!
TOO BAD...FOR ckc hopping WAR TO HAPPEN...FOR THIS CASE...VELI VELI LOW & remote LOH...!!
lol stockraider so nervous now because the ultimatum is within 48 hours! Will Evergreen fall when shots are fired by Saudi. War is unavoidable because this is what Saudi wants in the first place.
More than >40% of Evergreen's annual revenues are from Middle East region mah. How difficult can these salesman not understand? Watch CNN channel where Qatar is given the ultimatum within 48 hours !!! Do I create this? No mah.
U use brain & think loh....what is consequent of Qatar don meet the demand ?? Thats means continue sanction on Qatar mah...!!
Then what will happen to Evergreen ?? The worse scenario is cannot sell tiny rm 350k of fibreboard to Qatar loh.
End of the world meh ?? No loh...business as usual mah for evergreen mah...!!
This ckc intelligent very low...makes mountain out of moth hills mah..! BASED ON HIS POSTING LIKE END OF THE WORLD..."CKC LOOKS VERY STUPID MAH..!!" TALK LIKE VERY PROFESSIONAL....HE IS A PURE CON ARTIST LOH..!!
CKCS not stupid but despicable, he must collect alot of evergreen share at low price. If he did`t interest on evergreen ,why need spend so much time to criticize evergreen?
song song, i guess his capital is all stuck at Hevea, he entered at 1.55+, he wants to sabotage evergreen so that the investors will choose to invest in Hevea instead of Evergreen. by having more ppl buying Hevea share, its share price will be back to 1.5+ or ever higher. He is just too naive to think that he has such an influence power. the funny thing is, he may understand evergreen business more than hevea by given the time he spent on evergreen.
Entire middle East region will plunge into conflict warzone. Kissing goodbye to >40% annual revenues once war struck out. Simple logic so hard to understand meh? Like this also the salesman cannot understand then how do u sell the products? No wonder worst sales award go to these bunch of salesman. Ha ha
Talk so much also no use loh. Qatar is given 48 hours ultimatum to meet Saudi gangs demands but everyone knows it's impossible mah so it is WAR that Saudi gang is seeking.
U want to know the fate of Evergreen, better pray they delay war lah.
War or sanctions also no good for Evergreen mah. How can it be good when trade routes are to be sanctioned? Simple logic also all these salesman failed to realize? How lah lmao
U didn't get the memo meh? Trump & Republican gangs supplying weapons to Saudi gangs mah. Starts loh! What else not ready? US will swallow Qatar from within but Qatar backers won't allow it. This is no black hawk down loh....
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....
Dolly_Chai2
971 posts
Posted by Dolly_Chai2 > 2017-07-03 16:20 | Report Abuse
haha.. thanks Raider for adding Answer #D... haha... really lmao...