RM up, CSC inventory will have impairment loss

http://www.chinatimes.com/newspapers/20170915000153-260204

CSC Taiwan undergo major maintenance, raw mat to CSCsteel in short supply and high cost. Better avoid before too late.

enning,
"JT has been using all its profit from timber and plywood to plant oil palms. As a result its acreage keep increasing. Unless it stops planting ..."

does this statement tells you something? esp the last piece...

”Now kyy talk bad about JTiasa Calvin calls for a buy. JTiasa like all other plantations like CBIP, MHC Plant, BPlant & Thplant are all going to do very well for year 2017/2018 ”

Hokkien said : smart is enough, don't pretend to be smart!
Are you sure KYY is talking bad about JT? Are you sure he is not buying into it now? My advise is, read carefully about his comment and think wisely. Langguage is powerful, it can has opposite meaning. Your sell call is correct when JT was 2.70, but so what? Everyone with some basic stock FA would know that JT price at that time was overvalued. Even though KYY bought huge stack at high price and keep promoting it, at least he is honor to face his own selection and his way of selecting the stock is from business point of view. Well, he made a mistake. Then? What next? He made a great come back in other stocks! That's the reality! In fact, he is very true that he doesn't need any small fish to push up his share, and no one can do it that way! Why keep criticizing on an old folk? Try looking at the other perspective, does he helping others making money in some stock selection? (YES). Do you so kind to donate (in proportion to your portfolio) like him for charity? (Only you can answer)

No matter how you trying to criticize, you can't deny that he is making handsome return from stock, especially with his such huge portfolio; you can't deny that when he made a buy call on GAMUDA-WE, GADANG, CSC, those share prices are about 20% lower than what they are now today! So, is he cheating people? You judge it!

And lastly, I bet you are WRONG for 2 things.
1. Gadang will keep flying, at least it won't go back to the price which you "sincerely" keep asking people to sell at RM2+. It won't go back to that level at least before the corporate exercise done. Mark my word!

2. KYY is not talking bad about JT. In fact, he is using another way to tell people that now is time to buy back JT! Lets see.

I am not his fans. But I do respect him in many ways except in investing.

仙人打鼓也有时错！
世人就只会记得不好的一面，而往往忘了善良的另一面。
心胸多大，视野才有多大，成就才会更大