CPO prices trending down in 2HF of 2017

whether overvalue or otherwise is immaterial. what's matter is our risk appetide ! a counter may be overvalued but the price still trend up. He or she who buys still has the price advantage lock in. just monitor closely. my personal view on the above article.

need to check the principals ( institutions ) holding HY shares. Funds buy and sell shares. one account for the capital gains another account for trading

we buy or we sell ( it's our own risk making decision ) Heng Yuan sell whatever they refined . Shell petroleum buys it. the money or profit comes from the P/Cost . Most Refineries hedged their inventories 4-6 months . not like kedai "mama" sell until "stock habis"

2040 is still 20 years away. unless we have a viable alternative cars will still running on mineral oil. electric motors may be catching on but still at this point time (just an option). 20 years alot of changes interms of government or policy. anyway my investment target ( holding period ) is between 6 months - 1 year. just my personal take

yup. today price jump

i am not greedy. lock in half at 33- 34

FGV drag down this quarter by lower average selling price ( Q-o-Q ). Internal ( DI ) investigation will take longer. maybe 2-3 months . Whatever is it. Felda settlers and FGV is 2 separate issue. Goodies can continue for the settlers but FGV shareholders ???

Zakaria is on contract. Most likely transfer him out till his contract expires

looking at the coming qtr report. TS faced high unsold inventories (that will hurt their bottom line )

interesting views from all sides. what we need is balanced view(s) on the market. win or loss is part of the trade. hopefully someone can discover a real gem and money for everybody. happy trading

Kechara resort at Bentong ( not bad ) give it a try

GLIC will always support FGV. BN will not forgo FGV or Felda, Risda , Felcra and the smallholders. this is an undeniable fact. all FGV needs a change in Managment and some policy changes. Of cousre , dont ask for the initial price ( 4.50 ) maybe first target at 1.80 and with better fundamentals > 2.00 . Lowest FGV fell 1.50 level. just my personal view. No charts no reasons no research.

the reality on the grounds ! loyalty of the armed forces and PDRM lies with the incumbents. What Dr M says that as long as the political power lies with the Malays . then the other races have nothing to fear.

FGV is a unique case. listed but still run like a coperative. business model is good . no plantation companies lost money thru its operations ( only bad management ). Polticians should not be appointed or run companies. this is what i personally believed

quite well said. Ekovest projects are different from Bandar Malaysia ( IWH ) Both are tied to the same principals but operate separately. One is a pure property township developer whereas Ekovest is quite diversified into road construction and toll concession. Termination of IWH ( Bandar Malaysia ) has already factor inEkovest drop. Now with the River of Life project. Ekovest should move past that stage. Just my personal thoughts

To be fair. everycountry has their fair share of problems. Not every one is blessed to have a Steve Jobs, Jack Ma or Bill Gates. Some GLIC like EPF is better run compared to others GLC.

the pricing is the key. right niw trading band between 6 - 7 Sen anything higher who wants to subscribe. restricted offer to placement to third parties may be another option

old story
old story ( dont cried over spilled milk )
old tales ( dont cried over spilled milk )

got burnt by dataprep

whatever the case maybe we are still part of our country socio set up. whatever the equalities you may said or disagreed there are laws and provisions provided in the Federal constitution. Politics is a number game. look at Indonesia , Thailand or Vietnam ( minorties are not treated at par or equal ) We are different from HK,Taiwan or Singapore. Even in Australia ( where i did my basic degree ) the whites mentality still rules. If we disagreed then go to the right forum or platform to voice our disagreement. The EC has always being biased between rural voters and iurban voters. To change or not to change lies with the silent majority. Let me quote " there are 2 things you cannot hide. The sun and the truth " This is just my personal viewpoint.

Felda settlers voters are fixed deposit for BN. Felda encompased app 55 Parliaments seats are around 90 state seats. BN wont let FGV , Felda , Felcra, Risda failed. Share price is not link directly to the small holders and settlers. Subsidies, scholarships, loans, housing is the key link ( not FGV share price )

the open house has to nothing (link) with FGV share price. Free food and free transport (plus ang pow) can attract alot of people at putrajaya. FGV price should stablised with GLIC support. Government ( BN ) will continue support FGV at this level until better result is forthcoming

there is a distinction between trade policies and domestic policies. trade is the life blood for Malaysia. we depends on trade to sustain our export oriented country. FGV and the settlers come under the preview of PM Dept.

FGV relation too complicated tie up with Felda. Corporate bodies cannot have this land lease yearly payment ( no rationale ). 250 MIllion yearly x 15 years . Plus 15% of your profit.

you are lucky. still holding this counter

6.5 wont kill u ( if u hold )but why buy ? if other penny stocks offers better option. sanichi is a sleeping beauty (high NTA) but you dont know where is prince charming ? coming or not

sulaiwesi is forest reserve land( no oil palm plantings allowed )

keyboard warriors are not on board. they can said anything they like

Betting on the future . not my cup of tea

any announcement ?

holiday break coming. profit taking

LKY is a legacy . LSH squabbles with his siblings is stricitly a family fued.

isa resign as chairman of FGV but re appointed as acting chairman of SPAD . Part of bargain from shorty. i go he goes. that's why Sulaiman appointed acting chairman of FGV ( but Zakaria still under suspension and investigation ) Never ever under estimate Isa ( the wolf of UMNoo )

FGV is a clear case of mismanagement. without any insinuation to any one. Government can revamp the whole FGV Board and running of the Managment by appointing a team of seasoned planters ( without fear or favour ) . FGV should bounce back from their current sad state of affairs. All it need is political courage & foresight to run FGV and FElda as a commercial entity and not as a basin for political patronage

Ah jib gor only focus on winning GE14. who cares about settlers issues. Malaysian have short memory. winning GE14 is paramount. after that can talk another 5 years

at least their Board responded to public shareholders query. Major shareholders also hurt by the drastic drop inTS price

Sime is spliting their plantation, motor , property arm off ( too create value ) after the giant merger of Golden Hope, Guthrie, Sime Estate know as Sydnery Drive ( before merging into mSime group ) . Anything is possible. Malaysia boleh " twist and urn "

push it down and sell the company ( or RTO ) makes money from both end

USD is over valued but at this point of time there is no other currency ( denominated apart from USD ) able to replace it. Every country is moving part of their reserve into SDR ( World bank ) and also into Yuan, Sterling pounds, Yen, Swiss , Euro and Gold .

do your homework and see what risk you can accept. buying trading stocks are different from holding dividend counters. penny stocks have their own players. play big win (loss) big. rich assets counters tend to be slow moving. you hold 2 -3 years not necessary equal profit. your holding hosts ??? sometimes we are trapped in asset rich counters. there are plenty property counters who fall into this category

understand their frustrations ( anak Felda ) but whatever happen the Goverment if the day make the decision on FGV, Felda, Risda and other bodies. for better or worse { changes need to make } make this bodies more dynamic rather than appointing dead wood

PBB needs to split its share and give bonus to the shareholders ( if not only big funds can invest )

RM 1.50 ??? support is there. FGV cannot go bankrupt. Zakaria is just a pawn in a their plan.

Zakaria asked to take forced leave ( not sack yet ) pending investigation on DOP

Boustead (Lodin ) is another good example. He managed Boustead, AFFIN and LTAT. but he failed at 1MDB. the hidden hand that drives the Coampany not the other way round

it does not matter whether Bumi or non bumi. what's important whether the Board or the CEo have a free hand to turn around the company. Syed Mokthar is a good example.

not many individuals wants to helm FELDA or FGV, Both are goverment agencies. there are certain unwritten rules which are best not to put inwriting, This institutions are set up to do national service

ISA controls the Board ( not the other way round ) same goes for 1MDB

Zakaria is juat an ordinary employee. He wont go to court. Isa has his own way of making you resign ( compensate you in a way you wont say NO )