Starship2

Starship2 | Joined since 2020-07-12

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Stock

1 day ago | Report Abuse

Thanks Calvin for the very interesting/informative overview of the palm oil industry. I roughly guessed that that many plantation companies will be reporting lower profits in 4th Q...due to lower cpo prices in 4th Q & possibly due to the minimum wage issue.. But their profits are not all that bad if we look at them on a eps/pe, nta basis relative to other industries.., many of which are showing losses.. I think cpo prices so far for 1st Q seemed to have improved a bit..with another month to go..

Stock

3 days ago | Report Abuse

Agree that Sg Wang & The Mines looks like dragging down its performance.. My "close RM1.00 NTA" is based on the reit's quarterly report and a casual look at its balance sheet.. My thanks to beyond 4896 for the insightful asessment of the reit's outlook..

Stock

3 days ago | Report Abuse

CLMT is trading at a big discount to its net tangible assets of about 98sen/unit.. Hopefully, its performance will also pick up for a potential jump in price in the medium term

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1 week ago | Report Abuse

In Calvin's defence, I refer to his posts uite often ..as they are laden with details/facts that I can analyse..His type of posts should be encouraged ..Ultimately, we have to use our own minds to make decisions and not blame others for losses or whatever.. Good to see constructive arguments, insights and views ..rather than outbursts of anger/hate/ frustrations/dissapointments...

Stock

3 weeks ago | Report Abuse

Quite a significant increase in production of crude plam oil, fresh fruit bunches and palm kennel during 4Q 2023..compared to the previous year ..and the previous quarter ..based on bursa announcement

Stock

1 month ago | Report Abuse

Looks like he is also the CEO of the company

Stock

1 month ago | Report Abuse

72 % owned by Iskandar Hldgs ..which in turn is about 72 % owned by Mirzam Mahathir based on online data

Stock

1 month ago | Report Abuse

It gives out dividend every quarter if I am not mistaken..If I am right we can expect a dividend for 4th Q 2023...soon

Stock

1 month ago | Report Abuse

If not mistaken, there was a statement that the bank would give out more than 5% dividend for 2023.. Assuming that it just gives out only 5% and 4Q eps is just 8 sen (less that the first 3 quarters), its second dividend should be 7.9 sen..

Stock

1 month ago | Report Abuse

I feel the stock is fairly a good one to hold...due to its strong balanced sheet, diversified product range (in terms of industries they serve), diversified markets and quarterly dividend payouts.. . Its profits spiked in the last quarter...when most small companies were reporting lower profits or losses.. It may face a bit of higher material prices in the 4thQ, but there are many factors going in its favour..It may not spike again soon...but in a safe stock to hold in times of uncertainity in my view...just speculating...

Stock

2 months ago | Report Abuse

EPF & Prudential seems to be buying and selling at the same time.. But noted that EPF has bought much more that it sold over the last few weeks.. Wonder what is their strategy...

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2 months ago | Report Abuse

By looking at the balance sheet and cash flowbtements, besides its new undertakings, we can to some extent gauge the future trends of the company.. I feel those with good cashflow...without the need for big capex ..should return the extra cash to shareholders..

Stock

2 months ago | Report Abuse

A bit dissapointing.. but not all that bad..considering most companies are reporting losses or lower profits. Its revenue was up but margins dropped to about 13% ...still backed up by net assets per share of 47 sen.. Hopefully it uses its cash to generate more profits in the quarters ahead...

Stock

2023-11-24 13:02 | Report Abuse

Feel losing the master dealership for peugeot will have little og Bauto's bottomline. They will still be selling the vehicles without the need to do any market promotion...Stellatis may take a while to estabish their setup here...

News & Blogs

2023-11-17 09:36 | Report Abuse

I feel the picture posted is disgusting...The differences between the two are too difficult to surmount...human rights, south china sea, taiwan, interlectual property rights, the drug trade etc.. I feel Biden wants to prevent an accidental breakout of war...and cooperation on illegal drugs flowing into the US

Stock

2023-09-02 14:58 | Report Abuse

I feel is a EPF big trader..it seems to be buying and selling shares at the same time...in huge amounts..in many counters...It is not just an investor but a traders as well... This can be a challenge for small time traders..

News & Blogs

2023-08-22 18:39 | Report Abuse

I feel today's leaders in AMNO should not be blamed completely ...for creating "a devil" of DAP.. The party should infact be praised... for its "sacrifices" when the country badly needed parties to come together to safe the day.. I hope the author is not praising the parties that refused to do so......A lot of factors could have contributed to why AMMO did not do as well as expected...The DAP may not be the only reason...as it may not even be a very significant one.. Time is still in the hands of the Govt and AMNO...as it is still in power...It is not neccesary to play the blame game now... as whatever is being said has been overtaken by events...

News & Blogs

2023-08-14 10:16 | Report Abuse

I feel in a democratic country we should not overly "demonize" the political choices of certain groups.. The challengue is to convince and win them over... The PM has been in office for less than a year..and being new, I am sure the govt would have taken time to settle in as well. Let us see what he can do... Let us also not overlook the fact the voter turnout was low..So the people who actually voted relative to the population must be very low.... especially in the PN states...Another point, the combined population of the three PH won states is roughly 10.2 mil while that of the other three is 5.25 mil...Selangor alone has a population of roughly 7.21 mil....Do you see the diparity and the difficulty in making comparisons?

News & Blogs
News & Blogs

2023-08-14 09:49 | Report Abuse

I feel that argument that voting went on racial lines need to analysised in detail..Let us not overlook the fact that the population of just selangor is much, much more than the population of the 3 states that PN had won combined..... If you look at the population make-up, you will be surprised to note that most of the state constituencies in Selangor has a majority malay population. In NS, almost all the constituencies have a Malay majority. Even in Penang, there are a few constituencies with majority Malay population. The point is unless we know how the voting went through out the six states, it may not be statistically proper to make sweeping statements of how a particular community voted. My own gut feeling is there are differences in perception towards the govt based on regions and political/religious influence with states. A factor in the PM's favour he is very new in office and the impact of his policies may take some time to seriously impact the voting pattern.. We have to wait and see..

Stock

2023-07-26 15:23 | Report Abuse

Thanks Pinky for the info....Regarding this reit, the payout of 1.75 sen gives an annualised dividend yeild of more than 7%.. Personally, I feel it is not all that bad to park some money there...

Stock

2023-07-25 12:10 | Report Abuse

I think the earning from Kip Warisan, Kip Reit latest aquisition has not been included in its latest earning report... Its latest aquisition would mean Kip Reit will have 11 properties..but the report only mentions its as 10.. I suppose its incorporation is not completed yet

General

2023-07-13 17:07 | Report Abuse

We should be able to distinguish between the people and the goverment.. In Malaysia which is a democracy, we see and judge the performance of the govt and its leaders..quite easily though our observation and from the news and social media.. In some countries, what is allowed to be reported or made known to the world ...are just the good things...Whatever is bad or unpleasant are not allowed to be reported...Even if some accidentally find their way into social media are quickly taken down... Nobody knows for sure ...what is actually happening ...in authoritaran regimes...besides what is reported or promoted...

News & Blogs

2023-07-13 16:49 | Report Abuse

I feel most of us will accept the fact that the USA created the civilization we live in today..literally every aspect of our lives..can be traced to that country...the internet, payment systems,entertainment, fashion, pharmaceuticals, personal hygiene products, transportation, education etc Just google some of the products at the grocery store..and we will be surprised to learn that it carries an american brand name...from clorox to colgate to M&N..I feel they are quite innovative and will always come out of any problem put in its way......

News & Blogs

2023-06-26 16:46 | Report Abuse

I feel BRIGS talks about dumping the USD is more hype that actual action. There are already problems for Russia for its trade with India..as it does not know to do with all the ruppees it is accumulating. Similar problems is bound to occur beteween other countries too.. In any case , the USD will be used as the benchmark to determine the transactions values between the other currencies... And let us not forget that none of the currencies has widespead international acceptance ... that comes from having freely tradeable currency, an open economy and people's trust

Stock

2023-05-31 14:25 | Report Abuse

I think scicom benefited quite a bit from currency depreciation.. revenue was down by a huge margin..also noted lately there was cross trades...i.e people buying and selling large volumes of shares at the same time...

Stock

2023-04-27 15:44 | Report Abuse

Feel glove stocks could be linked more to the pandemic and the glove oversupply situation. BPPlas could be linked more to the economic outlook, raw material prices, supply chain contraints etc. May be it could relate more to furniture stocks than glove stocks...in my view.. Also, I feel it has a fairly strong balance sheet..

News & Blogs

2023-04-11 17:10 | Report Abuse

Things looks good on paper..but the problem will be with its implementation..The yuan is a controlled currency ... meaning the govt will keep a stong lid on it..and not allow it to be traded freely... Secondly there is also the issue of trust...two of the members can be considered as permanent enemies...and all players would be be watching their back.. Almost 58% af all reserve currencies are still in USD...The use of the member states currencies as recerve currency .. is miniscule..very tiny

News & Blogs

2023-02-15 11:58 | Report Abuse

I find difficult to understand why china wants to send research equipment laden balloons over "enemy" territory like Japan and the USA...It is justifiable to ask what kind of research are they doing over these countries

News & Blogs

2023-02-15 11:52 | Report Abuse

In my view Pres Xi's series of miss steps after covid19 destroyed the chance of becoming the "next USA" that is "trusted" and looked up to in the world...Making fun of the west's handling of covid and its agreesive stance on HK, taiwan (unlike his predecessors} and the south china sea caused it to lose the trust of west and others..Those who dislike china would be happy about the actions taken by the president...

News & Blogs

2022-11-29 15:39 | Report Abuse

The new finance minister should not repeat the mistakes made during the brief pakatan rule earlier

News & Blogs

2022-11-29 15:37 | Report Abuse

It would be unbelievable for harapan to let the FM be controlled by other parties...

Stock

2022-11-23 11:18 | Report Abuse

It is already more than 2 months into the last quarter..and the average CPO price appears to be quite similar to Q3.. so my guess is, we could expect a similar results in Q4...meaning the dividend could be the same, ie. 3 sen or may be slightly lower.. The thing to watch is the CPO price trend..

News & Blogs

2022-09-17 15:28 | Report Abuse

China has territorial disputes with may countries including Malaysia. Our country has a made a submission in 2019 to the United Nations Commission on the Limits of the Continental Shelf (CLCS) as part of efforts to safeguard our territorial integrity over parts of the South China Sea

News & Blogs

2022-09-17 15:00 | Report Abuse

Based on the World Bank , the GDP for the year 2022 for USA is $20.89 trillion, for China is $14.77 trillion, Japan is $5.66 trillion.. In comparison, the population of the USA is only 338 million while that of China is 1425 million

News & Blogs

2022-09-15 20:01 | Report Abuse

I wonder why KYY likes to talk so much about US domestic problems in a forum where everyone is interested in making money. On this, I am very interested in knowing more about the forced covid lockdowns and the property crisis in China and its standoff with Taiwan would affect the local and US markets...If possible I hope his research will enlighten us on how long these problems are likely to continue

Stock

2022-08-25 16:11 | Report Abuse

HLIB has set a TP of RM1.39 on 24 Aug 2022. Last quarter FR was good at eps of 3.21 sen .up from 1.73 sen in the previous quarter. Its businesses seems to be on an
uptrend after the pandemic ...

News & Blogs

2022-08-23 12:38 | Report Abuse

I know KYY has a very softspot for China..Looking forward to knowing more about how its economy is doing. Besides the US, its economic outlook can impact Malaysia and other countries

News & Blogs

2022-08-23 12:35 | Report Abuse

If not mistaken, Janet Yellen retired as the Fed Chair in 2018...He was succeeded by Jerome Powell. KYY need to be more careful with facts when putting out articles like this. It was a casual observation..have not looked into the details..

News & Blogs

2022-07-05 15:50 | Report Abuse

I feel KYY should be fair when downplaying the USA.. Dont forget that PRC is about 4.2 times the size of the US in terms of population...so it does have some advantages when calculating the gdp and market size.....What should really matters is the per capita income ..for which the US ranks 8 while the PRC ranks 64. It is great that PRC is progressing well..but i feel it has nothing geat to gloat about.. It has played the role of a low cost producer of american, japanese and korean products ..but the companies from these countries are moving out...While i understand KYY's sentiments, I see not see why it has to be done at the expense of the US..which we all know is way ahead on many issues that matters to ordinary citizens..Going ahead of oneself..could cause one to fall flat on the face..like what happened on all the hype on vaccines

Stock

2022-06-16 16:02 | Report Abuse

The earnings for Q2 period , Mar to Jun has not be announced yet. It should be very good and hopefully dividend would come with it given Inno's 80% div policy. But since Jun cpo price has been going down..but still relatively high.
Hopefully, the price would stay stabilise at least at around current levels..

News & Blogs

2022-06-09 22:50 | Report Abuse

Based on 2021 data USA is list 7 and China is 77 interms of per capita income. In terms of population, China is 4.2 times the size of the US.. so even if their GDP even up,the US will still be far ahead in terms of prosperity of its people... If we look around us, literally everything we consume, treat ourselves, enjoy, transact with etc comes from the USA.. Infact we now live in a civilization created by them..And their biggest invention is the USD which increases in value as troubles in the world increases. The reason is simple people trust the Americans more that anyone else

Stock

2022-05-27 16:32 | Report Abuse

Its quarterly eps gives a pe of roughly 15 at its current price. Noted that its NTA has gone up impressively from 38 sen to 52 sen. Its high growth businesses i.e .petroleum, it, wafer etc could generate more eps in the quarters ahead. Hopefully

Stock

2022-05-24 00:05 | Report Abuse

Profit from sale of assets - 324m.. Otherwise, the the earnings does not look great to me..Just my views

Stock

2022-05-09 11:54 | Report Abuse

Not overly pessistic.. Because of high CPO prices, Q1 results are already in the bag (not announced yet) and we are 2/3 into Q2 period ..with prices still high.. A report in the Edge indicates, that the price will drop over the rest of the year but it will be gradual..Having a 80% payout ratio,the dividends to come should be reasonable.. These are just my views

Stock

2022-01-24 19:05 | Report Abuse

Hi Sardin, Thanks for the info.....Another reason could be resin prices ..which tend to trend crude oli prices..

News & Blogs

2022-01-21 18:03 | Report Abuse

Fake new is a disease because there is no censorship...and less manipulation of official data.. It may surprise you, that in the other case, even the population data of that country is suspect..because apparently netizens found out that the birth rate does not match with the population figures..Ex.if there was 10 million births 20 years ago, there must be about 20 million 20 years old now...but according to the people who did the research, the reported figures differ by a wide margin....

Stock

2022-01-14 17:27 | Report Abuse

I suspect there is some misunderstanding among some investors about the recent bonus issue... It was 1 bonus share for 2 (two) existing shares and 1 free warrant for 5 shares..So the dilution is less than if it was 1:!. .... Very recently, I saw a brokerage report that said that the bonus was 2 for 1..which was not the case..eventhough the brokerage set a very high target price...For your info guys . ..of what I saw

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2022-01-12 17:14 | Report Abuse

The fairly low occupancy for its properties at Bangi, Masai and Senawang (78-80%) ..may be a good sign..as the net income could improve from what it is getting at present..once the occupancy improves..

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2022-01-12 16:34 | Report Abuse

Looking at the FR for period ending 30 Sept, the net income from all three regions - southern, central and northern regions looks okay to me. The income is spread over 7 properties...so the risk of tenants leaving is less..unless the country is affected by another covid upsurge or other financial calamity..Also,the growth forcast for the country, especially for the consumer sector, is quite encouraging