Mr Tan, I am not sure whether there is any place for me, but if there is, I would like to participate and below are my stock selection:-

stockcode Name & Allocation %
1 TDM 10%
2 KUB 10%
3 M&G 10%
4 Digista 10%
5 OSK-WC 10%
6 PPHB 15%
7 Paramount 15%
8 Coastal 20%

So if you are buying on RSAWIT, you are putting a single betting the commodities price.

But if you buying on TDM, you are like betting on commodities, plus buying a insurance on the healthcare business.

Currently TDM own 4 hospital, if TDM really plan to listed the healthcare unit, it could easily worth RM800m - RM1bil.
If the hospital unit can generate PAT RM40mil per annum, or RM10mil per quarter, then I am pretty sure it will worth RM800mil.

Answer to newbie4444.

1) Health care is good business. Healthcare business provide more consistent income, and it will not affected by commodities price or weather changes. That why, health care business will entitled for higher PE (i.e 15-25 times) compare to plantation (i.e. 10-15 times PE).

2) Health care business has no bad debt issue. The cash flow is very strong, that why many investor like Health Care business. Recently Hong Leong Group has buy the Columbia Hospital at very very high price, this proof that cash rich investor are looking for healthcare business.

3) Compare to 10 years ago, more n more people have medical card.
Compare to 10 years ago, the medical card claim value is always capped to XX thousand per year, XXX thousand per life time. But now, most of the medical card in market are having XXX thousand annual limit, and unlimited claim for lifetime.
I remember I study a report before, more than 70% of the patient in private hospital are using medical card to pay for their bill. So for those who using medical card, they dont bother how much the medical cost, because all will be borned by the insurance company.

https://www.thestar.com.my/business/business-news/2020/01/01/india-cuts-tax-on-palm-oil-imports-could-lift-shipments

Don't worry Hafid.. I will start pushing KUB.. haha

I guess the winner could be
1) MAYBANK (MAYBANK QR)
2) CIMB (TNG ALIPAY)
3) GRAB (GRABPAY)
4) AXIATA (BOOST)
5) HLB (WE CHAT PAY)

Why everyone here talk bad about PESTECH, from share price and financial performance perspective, this should be a good company... Is it really so bad the management?

In term of profitability, I think PPHB is better than Master... So PPHB should deserve better PE Times than Master... Looking forward for RM1.50 before Chinese New Year

It never too late for them to buy call, because now only 34.5 sen... Short term target is 60 sen (1-2 month), mid term target 80sen (3-6 month). they can easily make 80% - 130% gain.

Please imagine that Q4'19 TDM can post EPS 1.4sen, then Q1'20 can post EPS 1.8 sen, then assume PE is 12 times, then you all can make profit kaw kaw d.

Impossible TDM is below Rsawit...
TDM got 4 hospital leh....

Looking forward for 40sen, then 60 sen

U sell I buy..
Coz I have confidence in TDM

Uncle KYY, few years ago you buy JayaTiasa and promote it till sky high.

Now, Jaya Tiasa is proofing you the value, but where are you now?

Why you are not investing in Jaya Tiasa this round? Can share you thought to us?

I am really wondering why so many Facebook Sifu missed out plantation trend this round?

Why is their stock selection criteria?

They want to wait until what type of signal only will announce buy call?

Really hope someone can explain this to me?

97sen coming

NOVEMBER 2019 - Production

FRESH FRUITS BUNCHES - 35,531.95

CRUDE PALM OIL - 6,768.27

PALM KERNEL - 1,667.71


Wow, not bad result, it is much much much much better than my expectation.
TDM Awesome!!!

My initial expectation was at least 20% drop in FFB production, coz most of the Plantation stock are posting at least 20% drop in production.

This week will challenge 97sen.

Monday - 92 sen
Tuesday - 94 sen
Wednesday - Off day
Thursday - 97.5sen
Friday - 98.5sen

New week new start... This week will hit 40 sen..
Monday - 34.5sen
Tuesday - 37.5sen
Wednesday - Off day
Thursday - 39.0sen
Friday 41.5sen

if you back to Feb 2017, TDM was once a time hitting RM0.80.
At that time, TDM was achieving consecutive 2 quarter of PAT around RM22mil.

So for coming quarter 31 Dec 2019, I am expecting TDM to achieve PAT around RM20mil - RM25mil.

Once the result out, sure TDM can stand above 60sen, based on PE 15 times (as TDM business got plantation n hospital)

TDM is only RM0.305, very very cheap.

it will slowly increase to RM0.40, then RM0,50, then RM0.60.

For me, the minimum reasonable price is RM0.80 (for coming 3 months).

Yes, afternoon will boost up

I bought at 53sen, 57sen. 62sen.
Sold at 72sen, 79sen, and 90sen++

Now I buy back at RM1++
Not because I greedy, but is because I saw the potential, I saw the volume.. I saw the fundamental... I saw the market sentiment... So I have confidence it will go up further, so I buy back...


Last time I bought DUFU at RM1++, sold at RM1.6++ , then it continue up like no tomorrow.

High chances tomorrow will break new high, probably will hit 94sen

Haha... Cap Ayam will become Ayam Brand 1 day.

Low volume... must wait the 四大天王 (Annjoo, Ssteel, Lionind & Masteel) move first, then only Leonfb can move.

Sleeping beauty... once she wake up, she will stand higher than anyone.
My wild target is 40sen.

Monitor it closely...
Too less volume, but can see got people collecting at 6.5-8sen level

Consolidation stage.. once break 35sen, next level is 40sen

Monday - 87sen
Tuesday - 88.5sen
Wednesday - 91sen
Thursday - 94sen
Friday - 97.5sen

Tomorrow will back to 91sen

Agreed, patient is very important.
Big project take time to kick start.

My suggestion is buy batch by batch when stock retrench.

This morning yamcha with a fren, talk about palm oil stock. He told me investor are stupid, palm oil FFB rised from 300-400 to 500-600, just 30-40% only, but many palm oil counter share price go up 80-100%, so he think market is over price d.

I told him, you cannot look at this way, your comparison is wrong.

First, you need to look at the Gross profit per tonnes. Assume previous FFB selling price was RM350 per tonnes, and cost per tonnes is RM330, so mean Gross Profit is RM20 per tonnes.

But now, when selling price increase to RM500 per tonnes, and your cost is remain RM330 per tonnes, than mean your profit will be RM170 per tonnes.

From RM20 profit to RM170 profit, it is 800% increased. That mean, if the plantation company can maintain same production and same costing, its profit will increased 8 times.

If the company previous can make RM10mil per quarter previously (i..e EPS 1sen), now the company will make RM80mil per quarter (i.e EPS 8 sen).

So, do you still think now the share price increase 80% -100% is consider over-priced?

He keep quiet after I told him this.

Frankly speaking, I am not expected share price will go up 8 times. But, as long as palm oil price can sustain at current level, those plantation counter PAT will increase at least 2-3 times minimum, so share price will follow up 2-3 times.

Previously, TDM was price around RM0.80++, so now only RM0.31, why you worry?

I see no problem, fund still accumulating, it will continue go up to challenge the 40sen.

As long as RSAWIT continue up, TDM will continue up also.

OMG... It went up more than my prediction yesterday..

Monday - 87sen
Tuesday - 88.5sen
Wednesday - 91sen
Thursday - 94sen
Friday - 97.5sen

I guess big shark has swim in... probably KYY, TYY, OTB.. haha

OMG!!!!!!

My prediction is so accurate!!!!!

Wish everyone here make big money!!!!

Big tycoon collecting...

CPO price increase again

就是管理烂，我们才有机会在那么低的价钱买到TDM.
如果管理得当，TDM 一早就挂在RM2.00 以上，因为他可是拥有四间医院的种植股。
照市价来说，那四间医院最少都值RM1bil 以上

Argentina just announced hike on soybean export tax, US soybean price will increase again, and Palm oil will follow to increase.

Argentina just announced hike on soybean export tax, US soybean price will increase again, and Palm oil will follow to increase.

Monday - 87sen
Tuesday - 88.5sen
Wednesday - 91sen
Thursday - 94sen
Friday - 97.5sen

Monday - 32sen
Tuesday - 33.5sen
Wednesday - 36sen
Thursday - 38.5sen
Friday - 42sen

Anyone know how to calculate Palm Oil Export Tax?

First, is it based on 5% of the entire CPO amount (i.e. 5% x RM2900), or 5% on the amount exceeded RM2500 [i.e. 5% x (RM2900-RM2500) ].

Second, the tax will be borne by the seller, or the buyer?

my wife portfolio has been suffer loss from Jan-Nov, and now in Nov, TDM has make the entire portfolio turn green.

Hidup TDM.

Fleet utilisation rate increase, chartered rate increase, expected M&G to improve more quarter.

Maybe it cannot turn into profit, but at least the losses will be reduced substantially.

The debt restructuring plan in 2020 will reduce the interest expenses, and the high utilisation rate may allow company to written back the impairment loss that book into account earlier.

@william64, the QR report already come out on the afternoon, and share price was dropped after the QR out.

This is very typical as many insider / speculator already bought before the QR released, and they have start take profit after QR out.

So please don't simply buy in tomorrow morning, make sure you monitor properly before make any decision.

Good news...
ERCL resume, more construction work expected, steel price will go up, and Leon Fuat will be one of the beneficiary, as LEONFB is the only steel counter that still can maintain profit while the rest of steel counter has loss few hunder million.

The Board of Directors of DIGISTAR wishes to announce that SPSB had entered into a Conditional
Sale and Purchase Agreement (“SPA”) with YAYASAN DMDI (Company No. 836195-M)
(“Vendor”) for the proposed acquisition of Seven (7) Units Of 2 Bedroom Apartment And Thirty
Three (33) Units Of Studio Room With Kitchenette In The Condotel (“the said Properties”), which
are located at Kawasan Bandar XXVII, District of Melaka Tengah, for a total consideration of
Ringgit Malaysia Eight Million And Eight Hundred Thousand (RM8,800,000.00) ("PROPOSED
ACQUISITION").

I think this is a good deal, as the purchase price is very very very nice.

Haha, found a new darling stock.

I always remember this story:-


如果没记错，冷眼当年放下笔不写财经，全身睡下去的股就是 JAYA TIASA， 听说那一战,冷眼从2009年风暴时的低点一路买着上，至到2012年的高点，期中包含了红股，拆股，整体股价最少涨了5-6倍，大概让冷眼赚了最少5百万到1千万，从一个财经编辑变成了大马股神，并实际名归的拥有了基本面大师的名称。

十年后的今天，2019年，我们是否有机会让当年的历史重演，让股价从2019年低点45sen,一路涨到2022年的3块钱，我相信是有可能的，大家拭目以待吧。

I see hope is because :-

1) The inventory (service apartment) has been re-classified as Property, because no point they always put the unsold service apartment as inventory, as those apartment already converted to Hotel, it is not for sale anymore.

2) Cash flow improved a lot.

3) Operating expenses reduced

4) Company has settled RM85mil bond so far, so interest saving is around RM4mil per year
Next year company will settled another RM20mil... The more bond settle, the lower finance cost, then company can start to make profit.

5) with current valuation of RM26Mil, this company own a hotel, few plot land in Melaka, corporate building in Ampang, plus a concession business that can generate RM3mil cash flow per month for 15 years.

6) Widad Group is aggresively looking for concession business, and recently they just acquired Menang Corp UiTM concession business, high chances they are approaching Digistar for its JKR Building concession as well.


If this stock price is at RM0.15 now, then I will not recommend to buy.

But now the price is RM0.04, so I think it is a value buy.