Buy buy buy

Correction coming… better take profit and chao first

Labour weighs on planters’ earnings (TheStar 28.4.22)

United Plantations Bhd, which is among the first planters to release its 1Q22 results, saw higher CPO prices as a double-edged sword to its profit.
A sharp 121% increase in the WINDFALL TAX of RM20.4mil REDUCED United Plantations’ net profit by a fifth to RM59.69mil in 1Q22 from RM74.83mil in the same corresponding period in 2021. Revenue, however, increased by 60.87% to RM642.91mil compared with RM399.65mil, due to revenue in the plantation and refinery segments.

On a quarterly basis, the plantation group’s net profit TUMBLED by 61.1% from RM154.15mil in the immediate preceding quarter (4Q21) while revenue jumped by 22.34% from RM525.50mil in 4Q21.

An analyst with a bank-backed brokerage said “IT WILL BE NO SURPRISE if more planters were to announce similar 1Q22 results as United Plantations despite enjoying record high CPO ASP in recent months.”

@chai2145 obviously u know Nothing about analysing company like kgb.. their outstanding order book is in billions and it will only keep adding….

KUALA LUMPUR (April 26): Kelington Group Bhd said the group has accepted a letter of intent for an onsite industrial gases supply scheme with an expected revenue of RM180 million over a 10-year period.

https://www.theedgemarkets.com/article/kelington-accepts-letter-intent-10year-onsite-industrial-gases-supply

Pentamaster eyes expansion to Germany, setting up offices in Indonesia, Middle East

https://www.theedgemarkets.com/article/pentamaster-eyes-expansion-germany-setting-offices-indonesia-middle-east

Malakoff in potential decarbonisation venture with Itochu

https://www.nst.com.my/business/2022/04/791738/malakoff-potential-decarbonisation-venture-itochu

CIMB reports first monthly foreign shareholding drop since May 2021..

Next bank stock to sell down is? Maybank?

Ferrero to stop buying palm oil from Sime Darby Plantation over labour concerns

https://www.theedgemarkets.com/article/ferrero-stop-buying-palm-oil-sime-darby-over-labour-concerns


WHO WILL BE NEXT VICTIM IN THE PLANTATION COMPANY? Possible one by one coming..

Banks prices already overshot, and ppl forgot about makmur tax impact already.. time for some correction

https://www.theedgemarkets.com/article/tsmcs-1q-profit-45-beats-market-estimates

TSMC posted a 45% jump in quarterly net profit on Thursday, boosted by booming semiconductor demand during the Covid-19 pandemic that has led to a global chip crunch.

The company, which also has customers such as Qualcomm Inc, has previously said it expected strong growth to accelerate in coming years due to robust demand for chips that power everything from smartphones to cars and lifted capital spending for this year.

TSMC's revenue for the quarter climbed 36% to US$17.57 billion, above the company's prior estimated range of US$16.6 billion to US$17.2 billion.

Cimb analyst call BUY (11 Apr 2022)
WITH TARGET PRICE of 4.20

No worries just collect when it’s down. It’s silly to ignore stock with semicon

Worldwide sales of semiconductor manufacturing equipment in 2021 surged 44% to an all-time record of US$102.6bil billion from US$71.2bil in 2020, according to US-based Semiconductor Equipment Manufacturers Industry (SEMI).

In a statement, SEMI said China claimed the largest market for semiconductor equipment for the second time with sales expanding 58% to US$29.6bil to mark the fourth consecutive year of growth.

South Korea, the second-largest equipment market, registered a sales increase of 55% to US$25bil, after showing strong growth in 2020.

Taiwan logged a 45% growth to US$24.9bil to claim the third position.

Annual semiconductor equipment spending increased 23% in Europe and 17% in North America, which continues to recover from a contraction in 2020.

Sales in the rest of the world jumped 79% in 2021.

“The 44% increase in manufacturing equipment spending in 2021 highlights the global semiconductor industry’s aggressive push to add capacity,” SEMI president and CEO Ajit Manocha said.

“This drive to expand production capabilities extends beyond the current supply imbalance, as the industry continues to ramp up to address a wide range of emerging high-tech applications that will enable a smarter digital world with countless social benefits.”

Global sales of wafer processing equipment rose 44% in 2021, while other front-end segment sales grew 22%.

Assembly and packaging showed exceptional growth across all regions, resulting in an 87% market increase in 2021, while total test equipment sales rose 30%.

https://www.klsescreener.com/v2/news/view/977149

Good buy…. It’s in EV

Cheap sale…opportunity to collect..

Rate hike or not… it doesn’t matter cos these are future tech needs…don’t worry… any down presents opportunity to collect before shooting up in the future…

When price is low it’s opportunity to onboard before it shoots up in the future

Plenty of projects for KGB… very bright future… semicon players expands .. KGB flourish..

High oil price will be here for quite sometime… as Europe will have to resort to others sources which they’ll have to pay higher oil prices…limited choice..
Good buy for oil

Good Tech/ semicon I would look at are uwc, penta, inari, vis, etc.
@wallstreetrookie

Just like gloves stocks few qtrs up and then what happen next? Down…

What I’m referring to is the whole big chain under 5g..not just talking about the infra… lots for you to read online… what you mentioned is just a fraction of the whole 5g eco system..
There are so many industries

Plantation is like glove I.e. short term surge due to one off event and cannot sustain and down badly.. u can see gloves stocks price plunging like no tomorrow..

Tech/ semicon with bright future of 5g and more to come 6g… with the pandemic it has waken biz to go into tech more. Meaning whether u like it or not biz will have to upgrade to 5g / new tech moving forward regardless rate hike or not…

@wallstreetrookie my explanation above

Go back to tech/ semicon stocks now..

Plantation stocks will be gone case …as war news ease and becomes a norm… better take profit instead of helping others who promote to sustain /push up for their own benefits… (u know what I’m talking about)

Palm oil prices to fall sharply in second half of 2022: Dorab Mistry

https://www.thestar.com.my/business/business-news/2022/03/09/palm-oil-prices-to-fall-sharply-in-second-half-of-2022-mistry

TSH boss buying possibly to tempt retailers to buy and then they can profit by selling to retailers at higher price while retailers got stuck at high price… Beware..!

MPOB: CPO price has peaked, projected to decline in near term

https://www.theedgemarkets.com/article/mpob-cpo-price-has-peaked-projected-decline-near-term

All plantation stocks coming down Ooo… Runnn

Told u guys plantation correction coming… better take profit before it tumbles drastically more

Bargain price to collect…
Overall market is down due to war..
Rate hike is theoretical thing… with or without rate hike, with 5g/6g, biz / ppl will have to upgrade eventually..

Good price to collect

It’s the overall market sentiments…Not the stock issue

Bargain price … good to collect… down cos of rate hike which is rather theoretical thing… when someone start selling then followers will follow..
semicon industry is the way forward.. more n more biz using chips… with 5g / 6g…
Good to collect…

Bargain now… good to collect
Rate hike is very theoretical thing.. just bcos someone start selling then the followers will follow suit..
5g will require biz / ppl to upgrade regardless what r the rates

Palm oil slumps on demand destruction and food inflation worries - TheEdge

Correction coming for plantation stocks

Selling volume coming… better take profit

Look into their bright future and not just short term…

The electro-optical segment, which is the key income earner, is expected to continue its growth momentum in 2022 albeit modestly, while the group increases exposure to other industry segments.

In respect of the automotive segment, Pentamaster expects to witness the continuous affluence of this segment with e-mobility emerging at an accelerated pace.

It also said the upcoming new manufacturing plant will pave the way for the group to deepen its foothold in the medical device segment and bring the growth of its factory automation solutions (FAS) segment to the next level.

It’s coming back…

Selling is based on adverse sentiments and Not fundamental…
It’s fundamental is still intact with Business prospect still very good and bright as it’s in semi con chain, medical and EV!

Obviously I’m not talking from traders point of view. And not everyone are traders. There r lots of investors out there too.

It is silly to just look at one Qtr and sell…and ignoring the bright potential future ahead..

This near term blip in qtr result is already expected cos of component shortage due to supply chain disruption previously… this is not surprising and u don’t even need insight info…

This is just a blip and due to the environment (ie supply chain disruption) which affect most players and not just penta. After this, moving forward Penta will have much brighter outlook with full of potential as they r in semicon, medical and EV!

Don’t be conned into the dangerous band wagon.. u can see from the volume

Lots of other stocks making even better profit margin ma…
this stock biz income mostly just trading of goods like middle man… not worth… that’s why it’s pump and dump stock

Tactics to draw retailers in and then dump to retailers

Pump and dump stock… becareful

Penta is in semicon value chain.. lots of industry and equipments will use more and more chips etc… So demand surely will go up… at the moment it’s temporary blip