Asia88

Asia88 | Joined since 2015-07-22

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2021-10-27 14:54 | Report Abuse

Yeah. Don't play with IB on warrant unless you are really super rich. Some of them lose a lot on glove last year.

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2021-10-26 20:21 | Report Abuse

This friday you will know whether got extra windfall tax or not. Personally i don't think will impose windfall tax. Plantation firm already need to pay for levy since CPO price above RM3k.
In addition, the company mostly affected is Sime Plant, FGV, IOI. If felda harvester not happy, they may vote the government out.

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2021-10-26 12:13 | Report Abuse

i login to maybank online stock and the volume there show 4911 @ 11.27am.

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2021-10-25 22:28 | Report Abuse

one year to expiry date.

Is MBB trying to tell us that Bplant can't reach the target price in one year time?

Is MBB trying to increase volatility of this stock?

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2021-10-25 20:22 | Report Abuse

@Johnzhang : where do you find the info on call warrant ya?
0.68 (exercise price) + 0.15 (issue price) = 0.83.

Total cost : 0.83
Price now : 0.73

Do you know when is the expiry date?

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2021-10-24 00:50 | Report Abuse

@tradersampah : How accurate is the data?

23 June 2021 : EPF hold 281million
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3170500

25 June 2021 : EPF dispose 96million share. = 281-96 = 185million.
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3171359

From 26 June 2021 till to-date , EPF didn't throw their shareholding ? I doubt so. Let me do rough estimation. As at May 2021 , EPF have 300+ mil share in SD with price around RM2 = RM600mil +

Question 1
Will their fund manager do nothing while it see the share price drop from Rm2 to Rm0.35 today?

Question 2
The exposure of paper loss is as follows
Max : RM600 million loss.
EPF managed fund : RMxxx billions.
% of loss?

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2021-10-23 23:03 | Report Abuse

tradersampah Let wait SIR, all here just assumption, not concrete finding..the fact is instituition still holding tight this share..
23/10/2021 10:57 PM << which institution still holding ya? EPF, KWAP already sold off majority of their share.

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2021-10-22 14:40 | Report Abuse

Aiyo. why boss sell, later say bumi shareholding drop again.

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2021-10-22 14:17 | Report Abuse

Don't worry. We know what are the catalyst to go up.

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2021-10-21 16:12 | Report Abuse

tg to super : hey bro , finally your turn. now let me cover ur sales ya.

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2021-10-21 00:12 | Report Abuse

well.If you look at the historical trend, CPO price is cyclical and it will drop eventually. I am surprised why this bull is kinda long.

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2021-10-20 16:52 | Report Abuse

Let's guess how much can Bplant can earn at Q3 and what is the expected dividend for this round. If can earn 80million ? dividend 3 sen ?

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2021-10-20 15:57 | Report Abuse

Any tycoon can go clear the road block at 0.735?

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2021-10-20 14:27 | Report Abuse

Once tyranny away from this stock comment, this stock boom. Yeah.

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2021-10-20 14:25 | Report Abuse

Hopefully close at 0.80 sen today.

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2021-10-20 13:44 | Report Abuse

ccwong : i a bit disagree on item no 3. I know some company take fertilizers from Netherland as it is better for their crop based on their internal R&D center.

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2021-10-19 20:14 | Report Abuse

Haha, good for short term but not good for long term. In addition, this is just one off event.

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2021-10-19 13:55 | Report Abuse

Kon Lim Chai 3rd Q outputs and average selling prices higher than 2nd Q. Can expect higher profits and dividend. Another catalyst is the sale of Kulai estate with huge cash flows.<< no. q3 won't have that cash flow. they signed agreement on 28 September 2021. It also depends on the completion of agreement from both parties. Fastest also Q4 of FY2021 will get the money.

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2021-10-18 11:58 | Report Abuse

run....

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2021-10-14 13:40 | Report Abuse

Is alright. The pandemic have huge impact to certain people like tyranny. He need place to speak up and release his/her stress. I accept this world have people with mental problem.

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2021-10-13 16:52 | Report Abuse

Few good things we may foresee in the next quarter result
1. Extra income from winning the court case (can refer last quarter report commentary)
2. Disposal of land (maybe q4 finish)
3. Land rental at johor
4. Impairment reversal ? (hopefully)

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2021-10-13 16:50 | Report Abuse

True. Let see on cash flow projection made by the management in q3 or q4.

Factor :
1. CPO price (improve)
2. FFB yield
3. Interest rate
4. Growth rate (improve, last year gov growth rate drop, sure improve the cash flow projection)

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2021-10-13 14:42 | Report Abuse

yippy68 : don't get pissed off so easily ya. Please ride with us.

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2021-10-13 14:41 | Report Abuse

John : will the impairment be reversed? < Maybe. But do consider auditor look at cash flow projection for at least 5 years. The CPO price is high now but i don't think it will be high for so long. No worry. Auditor usually will ask the cash flow projection either in q3 or q4. Let's see how EY assess the cash flow projection. Nevertheless, you may query them at AGM next year. I remember someone question their cash flow projection in previous agm.

brianklc : Yea. you are right. Impairment just non-cash item. Don't worry.

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2021-10-12 12:54 | Report Abuse

Lets investigate from both side.
To yippy and tyranny : Based on my investigation of top 30 shareholding for bplant, sentral, uoareit, i guess you are using uob kay hian - client account. I can't see the common name other than this name.

Let's not discuss people wealth la. If you are rich, then be humble. If you are poor, work hard to get rich. Stop the slander ya.

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2021-10-09 11:31 | Report Abuse

Everyone stay calm and let ride along.

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2021-10-05 11:42 | Report Abuse

u wait slow slow. RM0.8. i will sapu before reach 0.8

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2021-09-30 15:09 | Report Abuse

Yeah. I also put money inside bplant.

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2021-09-29 22:34 | Report Abuse

ccwong : where do you see this?

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2021-09-24 17:20 | Report Abuse

You go bplant and sdp AGM and you will see the quality of this two company directors.

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2021-09-24 14:24 | Report Abuse

calvin : you can have a huge land bank but if you don't manage well. It is not worth it lo. FGV vs Sime darby plantation. Both also have huge landbank but why SDP is better.

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2021-09-22 14:34 | Report Abuse

zelan holland stock lo. Beside SUKE, what do they have? IIUM concession agreement?

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2021-09-22 12:17 | Report Abuse

today no volume. hahah

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2021-09-21 16:13 | Report Abuse

Thats why long term relationship and client management is thing the management need to do. So far the occupancy rate is still high throughout years. So depends on your risk management.

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2021-09-21 12:45 | Report Abuse

brian : faster go sapu lo.

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2021-09-20 16:47 | Report Abuse

Luckily i run away. Didn't follow calvin to Holland.

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2021-09-20 14:42 | Report Abuse

bearcomebullgone ni semua glob luber still here ka? msh tgh nangis ke? teewaiyep stuckpick4u hailat semua where go ah?
20/09/2021 2:42 PM << they already run away lo. their cost is low.

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2021-09-20 14:42 | Report Abuse

Maybe tan sri reserve money to buyout?

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2021-09-20 12:32 | Report Abuse

where is calvintaneng? You collected how many SDP shares ?

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2021-09-20 10:54 | Report Abuse

Johnchew5 Hoho TG spent 1.35 billion on purchased of property , plant n equipment in FY21 .. is this will bring up the operation cost ? << of course yes. but to increase sales due to high demand also.

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2021-09-17 13:02 | Report Abuse

5.4 sen dividend.

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2021-09-17 11:08 | Report Abuse

niet Asia88. Conservatively their profit 500-600 million << thanks for info.

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2021-09-17 10:59 | Report Abuse

500million profit? 100million profit?

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2021-09-15 12:23 | Report Abuse

where is calvin.....!!!

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2021-09-10 10:33 | Report Abuse

This is obvious information available in the market. i am not insider.


UlarSawa wait QR out first then talk lah. You insider ke. Know the QR in advance ke. Correct?


Asia88 This quarter result confirm bad as compared with previous quarter because of few reason:
1. ASP drop
2. Selangor factory not allowed to operate. More than 50% sales come from Selangor.
3. China glove maker take over.
10/09/2021 10:18 AM
10/09/2021 10:21 AM

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2021-09-10 10:18 | Report Abuse

This quarter result confirm bad as compared with previous quarter because of few reason:
1. ASP drop
2. Selangor factory not allowed to operate. More than 50% sales come from Selangor.
3. China glove maker take over.