enning22

enning22 | Joined since 2014-07-04

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Stock

2017-05-31 17:19 | Report Abuse

currenctly the selling price of CPO is lowering due to the onset of annual high production cycle,and lower price ;may be this could be the reason,but third and fourth quarterly could see better cpo price and more positive sentiment,i diversified my portfolio with other stocks like , annjoo, and cimb ,they are doing good,good luck my friends.

Stock

2017-05-29 19:39 | Report Abuse

profit 74 millian after tax ,300% better then last year same (1st) quarter ,excellent lah,

Stock

2017-05-29 17:21 | Report Abuse

Quarterly rpt on consolidated results for the financial period ended 31 Mar 2017
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5442897

News & Blogs

2017-05-29 16:07 | Report Abuse

扫垃圾股,得到的或者也只是垃圾。

Stock

2017-05-29 13:06 | Report Abuse

goring stock

Stock

2017-05-24 10:15 | Report Abuse

if refer to Taann 1st.quarterly result which shows excellent profit, SOP has double acreage size and double FFB out put, theorectically should show incredible profit result,

Stock

2017-05-22 17:18 | Report Abuse

CPO selling price keeps on climbing upward ,prompt delivery 2900 rm;hopefully may touch 3000 rm soon ,or even more ,again , best of luck.

News & Blogs

2017-05-21 13:57 | Report Abuse

look like last year news report, being repeat, and repeat,however , palm oil global demand is encouraging and robust this year .

Stock
Stock

2017-05-19 10:35 | Report Abuse

if you compare the April output of 2017 against April/2016, it is improvement of 30%

News & Blogs

2017-05-18 10:14 | Report Abuse

duta what? notorious guy, forget it. better look for something better.like SOP,and some other undervalued plantation stocks with high production of FFB.

Stock

2017-05-15 20:34 | Report Abuse

中国需求支撑.棕油喜迎斋戒月
大马今年4月原棕油库存按月微增3%至160万公吨,分析员认为,预料今年5月原棕油库存将维持在低水平,因产能复苏被强劲原棕油需求所抵消、特别是伊斯兰国家在斋戒月前夕重新进行库存活动,及中国市场需求传统旺季,有助支撑今年原棕油价格平稳在现有水平。
(吉隆坡15日讯)大马今年4月原棕油库存按月微增3%至160万公吨,分析员认为,预料今年5月原棕油库存将维持在低水平,因产能复苏被强劲原棕油需求所抵消、特别是伊斯兰国家在斋戒月前夕重新进行库存活动,及中国市场需求传统旺季,有助支撑今年原棕油价格平稳在现有水平。

广告
MIDF研究表示,预料大马2017年5月原棕油库存按月增长6%至170万公吨,主要假设包括产量按月增加7%、以及出口按月成长也达7%水平。

MIDF研究对2017年原棕油价格预测,维持在平均每公吨2725令吉,预料原棕油价格走高7%,将不足以抵消产量下跌15%的冲击。

该行对整体种植业保持“中和”评级,首选种植股为吉隆坡甲洞(KLK,2445,主板种植组),给予“买进”及目标价为29令吉25仙。

肯纳格研究指出,随着大马今年4月原棕油库存数据出炉,该行将今年第二季的原棕油价格交易幅度定在每公吨2550至2800令吉之间(之前为2700至2900令吉)。2017年全年原棕油价格预测则保持平稳在每公吨2550令吉。整体行业维持“中和”评级。

丰隆研究指出,大马今年4月原棕油库存按月增3%至160万公吨,按月产量增加5.8%,部份影响受到略增出口所抵消。这比彭博社预测中介数163万公吨稍低,市场预期较高产量所致。

创5个月上涨记录

一家停牌 林刚河建筑公司暴跌
广告
今年4月原棕油按月产量增5.8%至155万公吨,主要是沙巴、彭亨及登嘉楼的产量强劲成长。整体鲜果串产量增加至每公顷1.17公吨,较3月为每公顷1.1公吨。今年至今为止,大马原棕油产量增加18.2%至550万公吨,创下连续5个月上涨记录。

大马今年4月原棕油出口按月增长1.4%至128万公吨,中国及欧盟市场需求强劲,部份抵消印度疲弱需求劣势。两家货船调查公司──ITS及SGS皆表示,截至今年5月首10天,大马原棕油出口取得双位数成长。

达证券指出,印尼在2017年5月至10月的生物柴油分配额下调以及气候变化,将拉低今年下半年的原棕油价格。预期原棕油产量有增无减,也对下半年原棕油价格“雪上加霜”。

达证券指出,美国农业部最近预测,全球2016/2017年的大豆库存将走高至9010万公吨(较市场预测为8750万公吨),至于2017年及2018年预测为8880万公吨,依然比市场预测的8670万公吨来得高,这使大豆期货价格,略为下跌至每蒲式耳970.25美元。


丰隆研究指出,该行将2017年及2018年的原棕油平均价格预测,维持在每公吨2500令吉,对整体种植业保持在“中和”评级,该行预期原棕油产量复苏,料将被偏低的原棕油价格所抵消。

该行给予“超越大市”评级的种植股,包括IOI集团(IOICORP,1961,主板种植组)、PPB集团(PPB,4065,主板消费品组)、怡保种植(IJMPLNT,2216,主板种植组)、合成种植(HSPLANT,5138,主板种植组)、以及联合马六甲(UMCCA,2593,主板种植组)。

文章来源:http://www.sinchew.com.my/node/1643362/%E4%B8%AD%E5%9B%BD%E9%9C%80%E6%B1%82%E6%94%AF%E6%92%91%EF%BC%8E%E6%A3%95%E6%B2%B9%E5%96%9C%E8%BF%8E%E6%96%8B%E6%88%92%E6%9C%88

Stock

2017-05-15 15:12 | Report Abuse

don't talk nonsense, production improved by 15-20% as from last year , cpo price reasonable good and managed to maintain well around 2600-2700,

Stock

2017-05-11 15:19 | Report Abuse

observing the price chart of crude palm oil, it hit a low last month , now gradually climbing to higher level, due to strong export demand,.so we would see better earning for plantation stocks;l.current stock price is attractively low, if investors can hold 6 months or more, i estimate ,they could reap healthy return.

Stock

2017-05-09 13:56 | Report Abuse

luxchem price up or down , don't rely on what the bankers did, it depend largely on markets in those targeted countries.

Stock

2017-05-08 15:55 | Report Abuse

please note (bizarre why now only )

with new Amended figure is inclusive of the newly acquired estates and mill.

in M.Tonnes

FFB amended from 90,123 to 110,174

CRUDE PALM OIL amended from 29,288 to 33,783

PALM KERNEL amended from 5,733 to 6,572


http://www.bursamalaysia.com/market/listed-companies/company-announcements/5407577

News & Blogs
Stock

2017-05-06 12:17 | Report Abuse

LUXCHEM扩大制造业务产能 理建挥军东南亚


(吉隆坡5日讯)鑑于大马市场成长空间有限,加上竞争者日渐增多,理建(LUXCHEM,5143,主板贸服股)放眼未来将业务扩大至整个东南亚区域,尤其是人口分别约为2亿6000万人和1亿人的印尼与越南,而第一步将是扩大其制造业务产能,以备不时之需。

理建董事经理兼首席执行员邓英仕在今日的股东大会后向媒体表示,大马虽然仍是公司最大市场,但其产品亦销往海外多国,包括现已建设办事处的印尼与越南;海外市场目前为公司贡献约30%营业额,若将来其制造业务可进一步成长,将有助于扩大该公司的海外业务。

「我们计划在今年结束前,把旗下马六甲不饱和聚酯树脂(unsaturated polyester resin,UPR)工厂的产能扩大20%到25%,同时,增加去年收购的TransformMaster工厂(TM)之工作班次,由原本的1班,提高到2班。」


至于TM工厂的产能将扩大至什么程度,邓英仕指出,需要看市场需求而定。

他亦补充,该公司今年还会花费300万令吉,在巴生建立一座仓库。

「在理建的两大核心业务中,化学品分销业务门槛较低,而且在海外还要面对争取销售代理、建立营销队伍等问题,但生产自家产品的制造业务则不同,对公司发展形成较为稳定的支撑作用。」惟,他点出,与受保护的大马市场不同,海外市场需面对来自国际间的强大竞争,赚幅可能受压,出口业务未必是十全十美的选择。

巩固老三地位

根据理建2016年报,其化学品分销业务占总营业额73.84%,制造业务只占26.16%。

此外,邓英仕透露,目前其UPR工厂的产能为每年3万吨,产能使用率接近100%;而TM工厂的产能则是每年9000吨,主要生产胶手套业所需的胶乳成份、相关化学剂和分散剂(dispersant)等。

「理建收购TM工厂的目的是,进一步巩固我们在本地胶手套业中的位置;目前,我们可说是大马市场前3位的供应商。」

当被询及目前TM工厂对理建的贡献,他表示,该公司仍在消化这一收购案,TM工厂的发展仍在初始阶段,在2016财政年(12月31日结账)的贡献不多,仅约3000万令吉,或逾4%的营业额。

邓英仕指出,国内各大手套制造商,包括顶级手套(TOPGLOV,7113,主板工业股)等所谓「四大天王」皆是理建顾客,而大马手套业在全球极具竞争力,因此若本地手套业兴旺,该公司亦会随之扶摇直上。

「在我看来,手套业、建筑前景依然黯淡,故维持该股「守住」评级及63仙的目标价。

丰隆投行分析员认为,行业前景料将疲惫,但因合顺油气的收购计划及筹资计划已明朗化,所以将该股的评级上调至「守住」,并把目标价调高至72仙。业的发展,还有理建在印尼与越南市场的表现,都是公司未来的潜在推动力。」

在UPR制造业方面,他透露,理建是大马市场的龙头,但台湾新竞争者的UPR工厂将在今年杪开始运作,届时相关行业的竞争将会升级。

据了解,这家来自台湾的公司是长兴材料工业(Eternal Materials),其本地UPR生产线的产能与理建大致相当。

无惧竞争

面对竞争,邓英仕表示,理建无所畏惧,只需做好本份,但该公司的营运环境充满不确定因素,如外匯走势,原料价格起伏等,因此,即使今年首季(截至3月31日止)业绩大好,他亦不敢过度乐观,只称公司今年业绩应会与去年相当。

理建今日微跌0.61%或1仙,以1.64令吉挂收,全天成交量为31万6400股。

Stock

2017-05-05 11:58 | Report Abuse

the coming quarterly report is important , if it shows reasonable profit, price would fly.

Stock

2017-05-05 11:52 | Report Abuse

if SOP wants to grow further , it should looks into oleo-chemicals business, likes KLK did.

Stock

2017-05-04 22:32 | Report Abuse

IWCITY has no direct linkage with ekovest, and ekovest had direct dealing with EPF.IF epf pulled out , then only Ekovest has to worry,why, EPF pay good money fot 40% Duke projects

News & Blogs

2017-05-04 22:25 | Report Abuse

TYPICAL GORING STOCK

News & Blogs
Stock

2017-04-28 11:52 | Report Abuse

MFCB progressing very well in power supply business,expanding to Laos and Jaks is late comer, indo-china region still has many business opportunities.

Stock

2017-04-25 16:17 | Report Abuse

i am bullish on Vietnam economy, and not a follower of kyy or anybody else.True if without kyy, jaks would be around 1,20-1,30,since kyy took up quite substancial, would reduce the supply of share, so a premium of 30 sen is reasonable.

Stock

2017-04-25 12:24 | Report Abuse

we know fundamentals are alive and dynamic , not static , and that subjects to change and based on macro-economic conditions , and u are taking a static, and dead view fundamental, whick is not appropriate, and wrong in certain sense.

Stock

2017-04-25 12:02 | Report Abuse

you are wrong , Vietnamese are like Singaporeans Chinese,aggressive ,indutrial , and hard working , not like malaysian self proclaimed sons of soil.

Stock

2017-04-25 11:41 | Report Abuse

Charles logic is very funny, who really care what kyy did, or how long he hold his shares of certain companies in the past, all we need to know ,whether JAKS can be like MFCB , and in time can grows.

Stock

2017-04-25 08:44 | Report Abuse

MFCB and JAKS have similarity, and MFCB is now priced at 3.29rm,and JAKS still at a long,long way off,patience is the key word.

Stock

2017-04-24 19:07 | Report Abuse

baseless liars abound , trump said :FAKE NEWS

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2017-04-24 18:31 | Report Abuse

people say , good reports will start to come by JULY, i am holding tightn my small collection.

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2017-04-24 18:22 | Report Abuse

IF you like , can take a look at MFCB,and make comparision ; similarly in electricity supply business, but this one in China , Guadong district .a the stock price currently is at 3.20 rm ,

Stock

2017-04-24 18:15 | Report Abuse

don't make up stories ,to lie about KYY and JAKS, JAKS the company put alot of effort in their electricity supply project in HANOI, Vietnam.KYY is bullish about this business ,and he bot in alot of JAKS shares,150 millians shares or more .simple as that.don't get jealous about this or that , wish all who also bot can gain handsomely in the future.

Stock

2017-04-19 11:32 | Report Abuse

this counter should be taken as long term investment, prospects are good, as there are continuous bisiness growth in Vietnam and indonesia,

Stock

2017-04-17 15:52 | Report Abuse

craxy over priced ! directors dumping .

Stock

2017-04-13 09:07 | Report Abuse

crocodile stock Calvin , to remind you ,in 2014 Jaks got jamed in most of his projects, including its Vietnam project.Jaks was in miserable condition then.That is why stock price was cheap, time since then has changed,do you understand that simple logic.that is why kky not buying at 40 sen in 2014,but prefer to go in at 160 sen in 2017.

Stock

2017-04-12 17:10 | Report Abuse

old uncle and untie have complete control of the stock price, well who does the selling is a question ?

News & Blogs

2017-04-11 09:17 | Report Abuse

don't know how many poor investors became "dim sum" already,in the past on MUI.they were swollowed in total completeness, and without a trace.

Stock

2017-04-11 09:10 | Report Abuse

Calvin introduced many crocodile stocks, please beware ,and not saying nobody gives warning.

News & Blogs

2017-04-10 16:20 | Report Abuse

Tan Sri Khoo's wife said her husband is a crook, and ask for devoice, and granted.

Stock

2017-04-10 15:52 | Report Abuse

go and promote your MUI, a crocodile stock,preying on naive speculators, rather trying to be act like a psychoanalyst, looking into the old man psychological profile.

News & Blogs

2017-04-10 13:09 | Report Abuse

this is famous crocodile stock,awaiting the preys.Unless a change management of ownership, the fate may change.

Stock

2017-04-10 13:01 | Report Abuse

you guys just remind me of last VS episode, so many smearing , lies, and fake news.see what happened now, nothing !growth stock is a growth stock, just keep and grows bigger.
the sky still didn't fall.

News & Blogs

2017-04-09 15:39 | Report Abuse

stockraider is making baseless guess works and fantasy , to support his story. well quess works is totally worthless in any investment game plan, or investment advice, rather it is illusionary,defective ideas.

News & Blogs

2017-04-09 09:18 | Report Abuse

wrong , KYY bot hugh amount of share for himselfand his wife, that means ikan billis speculators sold their share to him,and these people are not well-wishers, but those like to see KKY failed in the investment venture, that is more accurate picture. They were there to defame KYY in the earlier VS episode, now do it again in JAKs. Most likely JAKS would be another VS, in due time.

Stock

2017-04-09 09:08 | Report Abuse

that is a logical problem, if u know what is logic , and you would not ask.

Stock

2017-04-08 17:00 | Report Abuse

There is a different valuation method for valuing an "intrisic value stock"and "dynamic growth stock".if JAKS has transformed itself to be dynamic Growth stock, such "stages theory", clearly not applicable to GROWTH STOCK.We all know KYY, like President Trump in US, both have many enemies, and both are experiencing FAKE NEWS attack from media.

Stock

2017-04-07 17:50 | Report Abuse

Master Plan of Vietnam's Capital - Hanoi - in 2030 and beyond
https://www.youtube.com/watch?v=vOGz6aiZN0I

Stock

2017-04-07 17:46 | Report Abuse

Future Vietnam (Ho Chi Minh City & Hanoi) - 2020 Tallest Building Projects and Proposals

https://www.youtube.com/watch?v=O8T6HD6W7pw

News & Blogs

2017-04-07 17:40 | Report Abuse

kcchongnz kindly educate yourself first , and not to mislead othersas whim , The Last VS episode , clearly showed you have many things to learn.