Indonesian crusher enjoys a price (PKO ) advantage or margin compared to our Malaysian counterparts. this translate into USD 20-30 per tonne ( due to tax structure) We are now playing second fiddle

tmorr is another day. the fed meeting (20-21 Sept) will finally give a respite if no rate hike forthcoming.

you are lucky. myself looks likea a home grown giraffe from ulu kelang

Datuk Mah Siew Keong ( Commodity & Plantation )will addressing the leading corporate leaders at coming POTA seminar 12 Oct. FGV, GLIc, MITI,plantation giants, other plantation cos, overseas speakers will be in attendence. Normally this talks will sort of feel good factor ( price forecast for CPO )
translated into upward momentum for counters

physical price higher today. BMD oct cpo up + $90

steven - if Fed holds back the rate ( 20-21Sept ) meeting. Markets round the world would be positive. next meeting is only schedule 1-2 Nov. Crude oil prices is dropping. AAC sales is on. coming quater may be in for a strong set of numbers. just keep our fingers cross. Oh! selling underwear is profitable. Look at Victoria Secrets. Looking at them aleardy feel good. Have a good day

BMD Oct futures up + 70 . ringgit weaken 4.15 to a dollar. good for CPO counters .everything looks positive ( and if Fed holds back rate at 20-21 Sept meeting ) market should be positive

if fed hold back the rates ( 20-21 Sept) meeting. next meeting is scheduled only in November. in between markets should perform positively. this is my personal view. Cheers

EPF owns RHB and MBSB. any price meltdown will affect their bottom lines. End year is approaching. expect some decent window dressing with CMY . Happy mid autumn festival ( Moon cake celebrations )

Most GLic funds manager will be back after long break in between Hari Qurban and coming Malaysia Day. Hopefully, all their bullets reserved for the coming week (after Fed Reserve SEp meet ) decide not to raise rates.

Most WSJ analyst expect only 20% chances Fed raising rates in September ( whereas 40% expect Fed to raise rates in Dec ) Keep our fingers cross. Trump already says if elected he will replace Janet Yellen. As this point of time . Everything is uncertain. Janet Yellen favour term " uncertainities "

yup. i also want to learn

Developer interest rates too high for ordinary housebuyer. Cabinet most likely modify the proposal (based on REDHA/HDA/ABN )

BuywConviction - only reasons bestknown by this group screaming and telling people market collaspe. if market collapse bad for evrybody. businessmen, workers , banks, developer. there is a chain effect or dominino effect ( even housewife and hawkers are not spared

francishuat- i like the word attention (wHore). but the ladies of the night need not seek attention. the bees will flock to flowers ( not need to seek attention )

market is bad because of external factors. US rates , wall street and of course ( our own peculiar factors ) Malaysian politics etc etc. remember 9/11, Lehman bros, US subrime, PIGGS debt crisis, Greece default and of course Brexit. the market will always present a buying opportunity. Let the doomsayers sell their house, cars and moved to the Artic island ( frolic with penquinns). happy trading

August exports jump 31%, closing stock down -17% at 1.46 Million tonnes. ( less than 1 month hold holding stock ). B10 bio-diesel kicking in. Ringgit drop 4.12 to a dollar. everything looks positive except FGV price ( maybe still in a holiday mood )

buying and flipping is 2 different thing.if your price target is above 60 (AAX) then a few cents gyrating here or there doesn't makes any difference. whereas those T3 or T4 need to clear their position whether they like it or not. Happy trading

gambling is a bad habit. keep repeating to my friends or whoever i met. Genting Casino( sad ) alot of people get burnt or mauled at the casino tables. yet people will never listen.

20% margin is above the norm. well done

Ringgit drop sharply against the USD . last traded at 4.12 to a dollar. good for CPO and exporters but a burden for parents having children studying overseas

cracy 127- you have missed out Public Bank,KLK or UP ( this are blue chips too )

Richkid-Yes. Federal Reserve ( Janet ) is very cautious on any rates hike. US Economy is growing but the world's full of uncertainities.

today is a holiday no trading. just to sidetraked. I am not married to MBSB ( but smitten by her positive outlook}. She is good with my money. short term can maintain her. long term? depends whether you are looking at 3 months or 12 months . sounds like a play-play. no just waiting for next material girln happy holiday

first. Janet yellen is not going to raise the rates in September. what the Boston reserve suggested is U.S. rates cannot remains static. we have seen the rates in negative till now for a period of no less than 7-8 years { starting from the subprime crisis}

us election is in November. any move by Janet may deem detrimental either
to GOP or democrats. In Us everything has thier check and balance. no one person can decide any policy matters. the Fed reserve chairman is nominated by the US congress to regulate banks and policy matters and consist no less than 12 committie members. Boston is one of the council member.

they may raise the rates but the honest truth they U.S. has already factor in most central bank risk. the Us { obama }at this point of time is a lame duck.
waiting for his time

I had a naughty dreams what happen? if unseen hand push FGV from 2.3 to 4.50 on or before GE 14 { nov 2017} what will doomsayer says

L0099 - or turned into a full fledged Islamic Commercial Bank ( 45 Branches ) either as a stand-alone or merging with other Islamic banks

this is just my personal view NOT an inducement for anybody to buy or sell. Just sharing correct me if i am wrong . Happy trading

cant do any worse than Mohd Emir. least buying overpriced plantation land (eg Indonesia and in Sabah, peanut oil factory in China) Sugar segment under FGV should be the star player (after Government lifted mandatory price control )

Zakaria is a 2nd generation Felda settler. Well versed in downstream operations ( products and trading) compared to others. So far so good. Ah Jib Gor also under presuure. FGV after listing 2012 slid from 4.5 to 1.30 . Felda settlers borrow loan to finance the FGV shares. they are still paying instalments to Bank Rakyat .Zakaria mandate is to turn around FGV price and performance. nothing more nothing less. this is my personal view

never sell your house , car, or mother in law (opps) to buy shares. buy within your limits and never borrow from ah long

FGV was bashed down by reasons best known by the previous CEO. Under Zakaria (new CEO) his KPI is return FGV to the lime light ( pre IPO days ). At a recent interview (Zakaria) price of FGV gave him sleepless nights. Now he need to make the FGV turn around in performance and share price

Mohd Sanusi- Wow ! good price. myself not that sharp. bot and sold FGV few rounds. Holding now between 2.02 -2.05, the other day bot additional at 2.22.

EPF holds 65%, CMY holds 6% other Glic another 8%. thier rights subscription cum bonus is at 64 . for them to average up they know something we (average joe ) are not privy to. happy trading

GLic is holding FGV shares from day 1. IPO price at $4.50 ( even if they average down less the dividends) their holding cost is well above $3. With CPO prices recovering. generally upstream planters should be doing well. Why ? should the GLic sell now

plantation counters is seen in a positive light following CPO price recoveries. from a low of $2,200 a tonne now has touch a high of $2,900 per tonne. how much profit margin subject to individual cost of production.

IOI , KLK or Sime the low cost planter. their cost of production is around $1,400-1,700. FGV ( replanting) thier cost is higher maybe says $ 1,700- 1,900 per tonne. but the margin of profit is still substantial. Above figs are before taxes. This is my personal view.

rights issue at 10 ( 3 R cum 2 free warrant ) wait for company new direction at property

Totally agreed . Maybe highlighted certain changes which we may have overlook. keep things simple and straight forward

zika (dengue) will not change people live style. let's not be over paranoid.
Rio 2016 knows they have a problem yet they go ahead with the Olympics. Coming nearer to home . dengue has affected alot of people yet we can see people more or less doing the same old things. goverment will carry out fogging as and when cases happen

same like Aids/STD . is people going to stop making love because fear of Aids. NO life's still carries on. this is human nature. Nonetheless, keep our family home surrondings clean. this is the least we can do

bot additional FGV at 222 yday. keep my finger crossed that FGV can rise to the expectations

Quiet morning session. Rebecca Fatima Sta Maria ( Tan Sri ) Sec General of MITI who negotiate terms of TPP/TPPA for 3 years at MITI already retired. Clinton doesnt play golf. Trump (well he wants to open a casino at Macao ) where got time to play golf with our PM. He will tell " you are fired "

November is still 2-3 months off. Whether Trump or Clinton ? just keep our fingers cross. Just to side track. Malaysia did so much to join TPP /TPPA (promoted by US Obama ).
Now Clinton says she is against TPP/TPPA before and after the elections. Trump says he going to kill off the TPP/TPPA.
Here we Malaysia ( MITI-PMO) quiet no more talk about benefits of joining TPp/TPPA ? in politics everything can changed. Happy trading !

darren- what's important is the perception of the market. US elections, Fed reserve rates hike. too play a part. but the impact on Asean countries ( myself believed ) is more closely link to China and India economy. Coming Budget is another factor which can induce the positive momentum. Budget should be friendly to the pockets and incentives to house ownership

bersih ? people are more worried about job and food on the table. this is my personal view

be patient

Mohd Zubir - Yes

last but not the least be happy with your self and every journey is a blessing.

FGV price target at 1.25 ? new low for the year/ CPO price at $2,900 the year high. something not right

Big seller or big buyer volume park is part of their routine operations by the IB.

Chef - I need to have a magic crystal ball to predict when FGV is making a move. nonetheless, be patient with FGV . everything is positive (at this point of time ). New CEO, good CPO pricing,
sale of non core assets . finally cost cutting on administrative expenses ( non operating ). FGV is a going to turn around sooner than you expected. oh.! i missed out political consideration and FGV shareholders also plays a part. Cheers

MBSB consolidate its financial position (kitchen sinking exercise) with a aim to improve its debt to equity ratio. KWSP has the biggest block of shareholding in MBSB. Chua the master trader together with other GLic has sink in their funds & money into MBSB rights call cum bonus

It's in their interest that MBSB regain thier profitability ( this can only confirmed when the latest Qtr result is released ) the turnaround has gather pace with the completion of the cash (rights call ) . now the final part is their performance.

KWSP has indicated in the past that MBSB will be sold or merge with other Banking consortium ( in-line with BNM policy direction ) at the right price. KWSP has put in alot of their funds and they are not letting MBSB go on a song.

RHB -MBSB merger failed to take off because of regulatory issue on MBSB operations. Looking at islamic banks side of it ( MBSB ) is getting a far share of suitors. this is how i view MBSB personally

$2,900 CPO touch. FGV prices go higher

Yes agreed with enning. FGV potential is enormous ( given the right mgmt and expertise ) look at Petronas ( Fortune 100 )