bulldog 
5083 posts |  Posted by bulldog > Aug 6, 2020 11:59 AM | Report Abuse
Yes
Keep our strategy
Do not let the follish Naysayers know...we will release to her by October
Huat chaiii.. |
bulldog
5083 posts | Posted by bulldog > Aug 6, 2020 12:10 PM | Report Abuse Plantation millionaire in the making
Huat chaiii.. |
Mabel
8825 posts | Posted by Mabel > Aug 6, 2020 1:44 PM | Report Abuse +Tanhboon The last time peak cpo at
Rm3200/ton .., tdm was 43 sen ..
At RM2000/ton..... 18 sen
At rm2800/ton ...,25 sen ?? Going up.....40sen ?
If cpo prices hold .., or further go up ...
that is the base scenario now
05/08/2020 2:36 PM
+Tanhboon Potential upside : 15 sen
Potential interest : 15/25 x 100% = 60%
Over 30 days ( say one month to travel up )
Risk : 23 sen ( if market correction )
Risk :2/25x 100% = 8%
That is the current Risk Reward scenario.
05/08/2020 2:41 PM
Thank you for sharing this analysis. I'm totally agreement with your analysis...
Just to a reflection..
Usually i3 forecast is quite spot on. I have experience it in Armada myself. In TDM case i3 gave TDM a TP of 77..Jtiasa closed 68.5 sen today with a TP of 89 sen. So they are more or less at Par.
In addition TDM has Health Care. That should be a very positive plus...
https://www.thestar.com.my/news/nation/2020/01/31/coronavirus-malaysia-to-donate-18-million-medical-gloves-to-china
This announcement from Theresa compelled me to enter Gloves Industry. I started with Harta follow by Top Gloves, Kossan and Supermax. Since then the price of these Gloves shares has exploded. So it's not surprising that many wants to go into Gloves and Health Care..
Lately there are so many announcements about penny tech company such as MQtech, XOX etc etc moving into Health Care. The list is quite extensive. All thanks to the success of these Tier 1 Gloves Companies. Even the Tier 2 Gloves Companies are doing extremely well..
TDM is already ahead of time to move into Health Care. This one of the main motivation to keep TDM.
My figure for TDM still follow the Pyramid..
23 53 77
23 is the price I'm still waiting to collect should it drops...
53 is the potential upsides..
77 is the i3 Target Price...
Whatever the outcomes it doesn't matter since beside feeding more than 3 billion people in more 200 countries, we are giving to back by providing Health Care to the people who need it. It's part of giving back after benefiting so much from this industry...
See you all when it breaches 30 sen...
https://youtu.be/xi3c-9qzrPY
Meow Meow Meow... |
RiverOfSilver
1121 posts | Posted by RiverOfSilver > Aug 6, 2020 1:51 PM | Report Abuse still holding |
RiverOfSilver
1121 posts | Posted by RiverOfSilver > Aug 6, 2020 1:51 PM | Report Abuse still cool |
RiverOfSilver
1121 posts | Posted by RiverOfSilver > Aug 6, 2020 1:51 PM | Report Abuse still good |
RiverOfSilver
1121 posts | Posted by RiverOfSilver > Aug 6, 2020 1:52 PM | Report Abuse still strong |
RiverOfSilver
1121 posts | Posted by RiverOfSilver > Aug 6, 2020 1:52 PM | Report Abuse recovery still on track |
| |
Mabel
8825 posts | Posted by Mabel > Aug 6, 2020 2:27 PM | Report Abuse Absolutely RiverOfSilver Momentum trend is still Bullish..it's just a short temporary pullback...
CRUDE PALM OIL FUTURES (FCPO) ACTIVE CONTRACTS
Despite charging higher on Tuesday, selling pressure remains strong as the FCPO tumbled during the evening session,indicating the current recovery remains weak. A bearish divergence signal in the Stochastic suggests further decline and we expect the FCPO to test the lower support in the near term.
SUPPORT - S1: MYR2,718 S2: MYR2,677
RESISTANCE - R1: MYR2,808 R2: MYR2,858
Meow.. |
bulldog
5083 posts | Posted by bulldog > Aug 6, 2020 7:32 PM | Report Abuse Where is the naysayers 3 stooges chicken out chicken chop chicken soup donkey monkey MHC promoter tp18?
Already shy away and hiding in plantation jungle
Huat chaiii. |
ToneeFa
44 posts | Posted by ToneeFa > Aug 6, 2020 8:06 PM | Report Abuse Looks like the sharks won't kick start the engine until the CPO price pass the 3k mark. Looking at the trend, It should happen soon. When it happens, TDM healthcare advantage will come into focus, then someone will write about it and highlight that the hospitals bottom line will benefit from the coming vaccination implementation early next year. So TDM is sitting on a double trend advantage which will push its price up multi-fold as per Mabel prediction 22-55-77. |
Albukhary
1603 posts | Posted by Albukhary > Aug 6, 2020 8:09 PM | Report Abuse TDM got double engine:-
1st is Plantation
2nd is healthcare
Both engine are very powerful.
Few year ago, the TDM boss mentioned that he want to grow the company market capital to RM2bil, equal to RM1.17 per share. |
GoldenHarvest1
1183 posts | Posted by GoldenHarvest1 > Aug 6, 2020 8:11 PM | Report Abuse yes |
GoldenHarvest1
1183 posts | Posted by GoldenHarvest1 > Aug 6, 2020 8:12 PM | Report Abuse not scared even if want to play in big volume |
GoldenHarvest1
1183 posts | Posted by GoldenHarvest1 > Aug 6, 2020 8:13 PM | Report Abuse so just play on |
GoldenHarvest1
1183 posts | Posted by GoldenHarvest1 > Aug 6, 2020 8:13 PM | Report Abuse no need to worry about anything |
GoldenHarvest1
1183 posts | Posted by GoldenHarvest1 > Aug 6, 2020 8:18 PM | Report Abuse no need to layan them sore arse sour grape non-stop sichai bittching whining griping whingeing iddiot dikkhedd boolshhitting Naysayers Incorporated stray mongrels gang |
GoldenHarvest1
1183 posts | Posted by GoldenHarvest1 > Aug 6, 2020 8:19 PM | Report Abuse they cannot make any palm tree fall from their biittching barking at all no matter how hard they try |
DickyMe
5823 posts | Posted by DickyMe > Aug 6, 2020 8:21 PM | Report Abuse Ya gah? |
ToneeFa
44 posts | Posted by ToneeFa > Aug 6, 2020 11:09 PM | Report Abuse Albukhary , it could be 22-55-77-132 the Mabel Fibonacci sequence. The RM 1.32 can happen if they can succeed to sell the 93.75%-owned PT Rafi Kamajaya Abadi (RKA) and 95%-owned PTA Sawit Rezki Abadi (SRA) for more than USD50mil in near future , due to improving CPO price. The earlier failed deal may seemed negative but actually it could be a blessing in disguise if the CPO price goes up and up |
nicky11
631 posts | Posted by nicky11 > Aug 7, 2020 1:37 AM | Report Abuse TDM is a good choice as it involve hospital (medical) and palm oil |
bulldog
5083 posts | Posted by bulldog > Aug 7, 2020 10:55 AM | Report Abuse Naysayers Mickey mouse already out of gas and shy away blowing hlt Counter... another suggestion for MCA naysayers Mickey mouse can go to gold counter as well
Huat chaiii.. |
Mabel
8825 posts | Posted by Mabel > Aug 7, 2020 12:19 PM | Report Abuse Meow Meow Meow
Remember this figure...
22 55 77
Meow |
bulldog
5083 posts | Posted by bulldog > Aug 7, 2020 3:46 PM | Report Abuse Very sexy figure
Huat chaiii.. |
Tanhboon
169 posts | Posted by Tanhboon > Aug 7, 2020 4:59 PM | Report Abuse Good prospect going forward
..,, lsprings fully loaded ., waiting to release — to go up and up ... |
bulldog
5083 posts | Posted by bulldog > Aug 7, 2020 5:15 PM | Report Abuse Welcome all glove investor...next week is plantation week
Huat chaiii.. |
BountyOfTheBourse
1173 posts | Posted by BountyOfTheBourse > Aug 7, 2020 9:38 PM | Report Abuse still cool |
BountyOfTheBourse
1173 posts | Posted by BountyOfTheBourse > Aug 7, 2020 9:38 PM | Report Abuse still good |
BountyOfTheBourse
1173 posts | Posted by BountyOfTheBourse > Aug 7, 2020 9:39 PM | Report Abuse still strong |
BountyOfTheBourse
1173 posts | Posted by BountyOfTheBourse > Aug 7, 2020 9:39 PM | Report Abuse still firm |
BountyOfTheBourse
1173 posts | Posted by BountyOfTheBourse > Aug 7, 2020 9:39 PM | Report Abuse still fierce |
BountyOfTheBourse
1173 posts | Posted by BountyOfTheBourse > Aug 7, 2020 9:39 PM | Report Abuse still invincible |
BountyOfTheBourse
1173 posts | Posted by BountyOfTheBourse > Aug 7, 2020 9:40 PM | Report Abuse well done tdm |
bulldog
5083 posts | Posted by bulldog > Aug 8, 2020 6:43 AM | Report Abuse Uptrend resume
Date Settlement Price RM
6 Aug 20 2765
5 Aug 20 2717
Huat chaiii.. |
bulldog
5083 posts | Posted by bulldog > Aug 8, 2020 6:45 AM | Report Abuse https://www.theedgemarkets.com/article/malaysia-julyend-palm-oil-stocks-expected-hit-threeyear-low
Huat chaiii.. |
bulldog
5083 posts | Posted by bulldog > Aug 8, 2020 6:47 AM | Report Abuse https://www.nst.com.my/business/2020/08/614114/palm-oil-imports-biggest-buyer-expected-hit-10-month-high
Huat chaiii.. |
bulldog
5083 posts | Posted by bulldog > Aug 8, 2020 6:50 AM | Report Abuse https://www.google.com/amp/s/www.bharian.com.my/node/718458/amp?espv=1
Harga sawit dijangka terus meningkat
KHAMIS, 6 OGOS 2020 @ 11:53 AM
Harga buah tandan sawit segar (FFB) harian berada pada paras RM580 satu tan - Foto fail NSTP
KUALA LUMPUR: Jangkaan peningkatan permintaan minyak sawit dari India serta tinjauan pengeluaran yang rendah di Indonesia dan Malaysia menyokong harga minyak sawit mentah (MSM) yang tinggi ketika ini, kata penganalisis.
Kontrak penanda aras, Oktober 2020 meningkat kepada RM2,808 dalam dagangan harian pada Selasa, paras tertinggi dalam tempoh enam bulan.
Sementara itu, harga buah tandan sawit segar (FFB) harian berada pada paras RM580 satu tan semalam.
Pemilik dan Pengasas Bersama Palm Oil Analytics, Dr Sathia Varqa, berkata harga MSM dilihat bulis sejak Mei berikutan peningkatan ketara permintaan eksport pada Jun, sementara pada Julai juga dilihat akan mencatatkan peningkatan dengan diunjurkan meningkat antara 5.0 peratus hingga 6.0 peratus berbanding Jun.
Beliau berkata, eksport yang tinggi serta tinjauan pengeluaran rendah di Indonesia dan Malaysia kini menyokong harga untuk tinggi.
"Harga pada Ogos mengatasi harga Ogos tiga tahun lalu. Harga penanda aras hadapan akan berlegar antara RM2,500 dan RM2,600 satu tan sekitar September hingga Disember berikutan sawit memasuki pengeluaran kemuncak Ogos ke Oktober di Malaysia," katanya kepada BH mengulas mengenai prestasi harga MSM.
Sathia berkata, pengeluaran keseluruhan tahun ini di Malaysia diunjurkan 19 juta tan atau jatuh 4.32 peratus berbanding 2019.
Beliau berkata, dalam kaji selidik yang dilaksanakan Palm Oil Analytics di Twitter dengan pungutan pendapat membabitkan 150 peserta pasaran mendapati, unjuran pengeluaran terbahagi kepada 19 juta tan dan 19.30 hingga 19.50 juta tan.
"Walaupun eksport 17 peratus lebih rendah pada separuh pertama 2020 berbanding 2019, eksport dilihat meningkat kukuh terutama dari India. India meningkatkan pembelian pada Jun berikutan negara itu mula melonggarkan langkah sekatan pergerakan dan meningkatkan stok simpanan (sawit).
"Eksport Malaysia ke India kekal kukuh untuk keseluruhan tahun terutama produk MSM selepas kerajaan mengurangkan cukai eksport kepada sifar pada Jun dan melanjutkannya dari Julai hingga Disember.
"Eksport Malaysia ke India akan mencecah 2.30 juta tan bermula Julai hingga Disember berbanding 396,000 tan pada Januari hingga Jun 2020," katanya.
Namun begitu, Sathia melahirkan kebimbangan peningkatan mendadak eksport MSM yang dicetuskan pengurangan cukai eksport kepada sifar kerana ia memberi tekanan kepada stok dengan cepat dan menjadikan ketersediaan produk MSM di pasaran domestik tidak mencukupi.
Stok simpanan minyak sawit dijangka berjumlah 1.67 juta tan pada Julai 2020, paras terendah sejak Jun 2017, demikian mengikut pungutan pendapat terkini oleh Reuters.
Berdasarkan perangkaan penyelidik kargo, Intertek Testing Services menunjukkan eksport minyak sawit Malaysia pada 1 hingga 31 Julai meningkat 5.8 peratus kepada 1.71 juta tan berbanding 1.62 juta tan pada Jun 2020.
Sementara perangkaan penyelidik kargo, Amspec Malaysia pula menunjukkan eksport meningkat 6.8 peratus kepada 1.73 juta tan pada bulan lalu berbanding 1.62 juta tan pada bulan sebelumnya.
Huat chaiii.. |
bulldog
5083 posts | Posted by bulldog > Aug 8, 2020 6:55 AM | Report Abuse Top 30 Shareholders
Financial Year Ended :
30 Largest Securities Account Holders For Ordinary Shares As At 12/06/2020
No Name No of Shares Held
1 Terengganu Incorporated Sdn. Bhd. (A/C No: 098-001-045464245) 783,008,743
2 Terengganu Incorporated Sdn. Bhd. (A/C No: 087-055-045755196) 251,267,710
3 Lembaga Tabung Amanah Warisan Negeri Terengganu 23,482,107
4 Public Nominees (Tempatan) Sdn. Bhd.
Pledged Securities Account for Kong Goon Khing (E-SRK) 10,770,000
5 Maybank Nominees (Tempatan) Sdn. Bhd.
Mtrustee Berhad for Pacific Pearl Fund (UT-PM-PPF)(419471) 8,205,500
6 Low Keng Joo 6,400,000
7 Amanahraya Trustees Berhad
Public Islamic Treasures Growth Fund 6,331,600
8 Maybank Nominees (Tempatan) Sdn. Bhd.
Mtrustee Berhad for Great Eastern Life Assurance
(Malaysia) Berhad (Par 1) (CS-PM-GELA)(419456) 6,321,800
9 RHB Nominees (Tempatan) Sdn. Bhd.
Pledged Securities Account for Veloo A/L Karupayah 5,000,000
10 UOB Kay Hian Nominees (Asing) Sdn. Bhd.
Exempt an for UOB Kay Hian Pte Ltd (A/C Clients) 4,753,300
11 Universal Trustee (Malaysia) Berhad
Pacific Premier Fund 3,575,700
12 Affin Hwang Nominees (Tempatan) Sdn. Bhd.
Pledged Securities Account for Ang Joo Seng (ANG1536M) 3,346,900
13 Lee Bee Geok 3,203,300
14 Kumpulan Pengurusan Kayu Kayan Trengganu Sdn. Bhd. 3,140,016
15 Maybank Nominees (Tempatan) Sdn. Bhd.
Pledged Securities Account for Chan Cheu Leong 2,970,000
16 Megategas Sdn. Bhd. 2,938,610
17 Citigroup Nominees (Asing) Sdn. Bhd.
Exempt an for OCBC Securities Private Limited (CLIENT A/C-NR) 2,632,950
18 Huang, Yu-Ling 2,573,060
19 Tan Hock Kien 2,541,200
20 Tai Tsu Kuang @ Tye Tsu Hong 2,250,000
21 Soon Lian Huat Holdings Sdn. Berhad 2,233,000
22 Public Nominees (Tempatan) Sdn. Bhd.
Pledged Securities Account for Kong Goon Siong (E-JCL) 2,000,000
23 Tan Ah Wah 1,980,000
24 Yeong Cherng Sdn. Bhd. 1,980,000
25 Amanahraya Trustees Berhad
Public Strategic Smallcap Fund 1,928,660
26 Eng Bak Chim 1,831,000
27 Pretam Singh A/L Chanan Singh 1,675,630
28 CIMB Group Nominees (Tempatan) Sdn. Bhd.
CIMB Commerce Trustee Berhad for Pacific
Millennium Fund 1,647,300
29 Maybank Nominees (Tempatan) Sdn. Bhd.
Ooi Beng Lee 1,579,300
30 HSBC Nominees (Asing) Sdn. Bhd.
Exempt an for Credit Suisse (Sg Br-Tst-Asing) 1,562,680
Total 1,153,130,066
Huat chaiii.. |
bulldog
5083 posts | Posted by bulldog > Aug 8, 2020 7:23 AM | Report Abuse Top Shareholdings
Updated on 12-Jun-2020
Shareholder Value (M)
Terengganu Incorporated Sdn Bhd 253.4
Lembaga Tabung Amanah Warisan Negeri Terengganu 5.75
Kong Goon Khing 2.64
Pacific Pearl Fund 2.01
Low Keng Joo 1.57
Public Islamic Treasures Growth Fund 1.55
Great Eastern Life Assurance (Malaysia) Berhad 1.55
Veloo A/L Karupayah 1.23
UOB Kay Hian Pte Ltd 1.16
Pacific Premier Fund 0.88
Ang Joo Seng 0.82
Lee Bee Geok 0.78
Kumpulan Pengurusan Kayu Kayan Trengganu Sdn. Bhd. 0.77
Chan Cheu Leong 0.73
Megategas Sdn. Bhd. 0.72
OCBC Securities Private Limited 0.65
Huang, Yu-Ling 0.63
Tan Hock Kien 0.62
Tai Tsu Kuang @ Tye Tsu Hong 0.55
Soon Lian Huat Holdings Sdn. Berhad 0.55
Kong Goon Siong 0.49
Yeong Cherng Sdn. Bhd. 0.49
Tan Ah Wah 0.49
Public Strategic Smallcap Fund 0.47
Eng Bak Chim 0.45
Pretam Singh A/L Chanan Singh 0.41
Pacific Millennium Fund 0.4
Ooi Beng Lee 0.39
Credit Suisse 0.38
Huat chaiii.. |
Mikecyc
7911 posts | Posted by Mikecyc > Aug 9, 2020 6:25 AM | Report Abuse Haha TDM court case is lost , no appeal . Asset Disposal of Indonesia plantations RM 200 million, is withdrawn.. will be in insolvency later |
