Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-09 15:30 | Report Abuse

Growers: Slow growers Stalwarts Fast growers Cyclicals Asset plays Turnarounds Please share one name of your stock and which category it belongs to. A stock can belong to one or more categories.

1 person likes this.

30 comment(s). Last comment by calvintaneng 2024-01-22 16:21

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-09 15:47 | Report Abuse

United Plantation: cyclical, slow grower (cyclical growth)
KLK: cyclical, slow grower (cyclical growth)

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-09 15:49 | Report Abuse

Capital A: turnaround, cyclical.

AAX: turnaround, cyclical

High risk, turnaround rarely turns. Or may take a long time to turnaround.

Sslee

6,708 posts

Posted by Sslee > 2024-01-09 17:01 | Report Abuse

I have Insas, OSK, Jayatiasa, Armada and Pantech
Insas and OSK asset play + dividend
Jayatiasa turnaround with dividend
Armada speculative cyclical play for trading to earn my free bintang beer and lobster
Pantech slow growth with dividend

ks55

4,219 posts

Posted by ks55 > 2024-01-09 17:08 | Report Abuse

Haha...

Why you don't have Crescendo? Sold 100 acres got rm 540 million. Going to sell another 100 acres in the same location for not less than rm 500 million!

Sslee

6,708 posts

Posted by Sslee > 2024-01-09 17:13 | Report Abuse

I would love to have KSL if only the three brothers care to pay dividend

ks55

4,219 posts

Posted by ks55 > 2024-01-09 17:17 | Report Abuse

I have KSL too. Bought at 40 sen!

Sslee

6,708 posts

Posted by Sslee > 2024-01-09 17:29 | Report Abuse

For jayatiasa you can estimate what will be quarter end 31 Dec 2023 financial result.

Disclosure On Quarterly Production
JAYA TIASA HOLDINGS BHD
Production figures for current quarter and year to date
Individual Quarter (quarter) Cumulative Period
Current Year Quarter Preceding Year Corresponding Quarter Changes
(Amount / %) Current Year To - Date Preceding Year Corresponding Period Changes
(Amount / %)
31 December 2023 31 December 2022 31 December 2023 31 December 2022
PLANTATION
Crude Palm Oil (MT) 69,092.00
53,154.00
30.00
219,868.00
161,183.00
36.00

Fresh Fruits Bunches (MT) 345,778.00
264,967.00
30.00
1,120,526.00
868,557.00
29.00

Palm Kernel (MT) 16,094.00
12,596.00
28.00
50,969.00
36,561.00
39.00

TIMBER
Log Production Volume (Cubic Metres) 27,582.00
25,273.00
9.00
75,823.00
91,042.00
-17.00

Production figures for current quarter compared with immediate preceding quarter
Current Quarter Immediate Preceding Quarter Changes
(Amount / %)
31 December 2023 30 September 2023
PLANTATION
Crude Palm Oil (MT) 69,092.00
70,529.00
-2.00

Fresh Fruits Bunches (MT) 345,778.00
359,740.00
-4.00

Palm Kernel (MT) 16,094.00
16,674.00
-3.00

TIMBER
Log Production Volume (Cubic Metres) 27,582.00
8,577.00
222.00


Remarks :
This announcement is dated 9 January 2024.

Posted by enigmatic [bamboo investing style] > 2024-01-09 20:10 | Report Abuse

ICAP: slow growers
UTDPLT: stalwarts
KGB: fast growers
HIBISCS: cyclicals
BIOHLDG: turnarounds
MKH: asset opportunities.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-10 07:30 | Report Abuse

Nestle: Great company. Economic moat - wide. Well managed.
Slow grower (in line with population and economic growth)
Dividend growth investing

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-10 07:31 | Report Abuse

Coastal: Good company. Competitive environment. Cyclical. Asset heavy. Capital intensive.

calvintaneng

56,469 posts

Posted by calvintaneng > 2024-01-11 00:40 |

Post removed.Why?

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-12 11:59 | Report Abuse

We will just have to focus on our investing. So much noise from a Singaporean. :-) He is particuarly disturbed by NETX.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-12 12:03 | Report Abuse

KLK:

It is a great company. However, a great company may not be a great investment.

ROE 5.83
ROA 2.75
ROTC 6.66
ROIC 3.87

DY latest 2.68%
Price RM 22.42 / share

Huge plantation stock. Growth will be slow by nature of its size. Well managed. Trustworthy management, that continues to manage the business diligently and rewarding the shareholders.

stockraider

31,556 posts

Posted by stockraider > 2024-01-14 19:30 | Report Abuse

No point great Co loh!

Make sure the price u buy make sense loh!

calvintaneng

56,469 posts

Posted by calvintaneng > 2024-01-21 02:26 |

Post removed.Why?

calvintaneng

56,469 posts

Posted by calvintaneng > 2024-01-22 16:21 |

Post removed.Why?

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