this type of ctr must have good patient to see big gain

for sure kali position is greatly strengthen, there is no longer any threat to his MB chair. kali from 5 years records has done all he could to takeover water, this time he had fed to back him and fed for L2, Pahang sakes, seems willing to do the necessary to have puncak/gamuda let go.

let's c, one more day only :D

$5? wow... that would be really really great for a co. with 60c eps! hope u r right ;)

there r other factors like biofuel etc. actually, plantation co. only need to book a price around $2650, u can already see significant boost to earning, let alone $2800 and above.

exactly, not to mention those with own mill and factories. it's not yield alone here.

if palm is too much, what is this "smart" IC? so many new born babies or lost cards? hahahaa... congratulation!

for that u can try find out from their latest q result to understand at what price the cpo was, then look at following cpo price till date.

now up to Sep all stand above $2800

checkout weather forecast, so far it indicate this unusually hot weather is going to last for a while...

the palm estate nbv on its balance sheet is way out dated, it's naps far more than it is recorded now.

jtiasa will earn enough to serve it's mega debt :D

cannot extract water will never happen, unless state gov wants to return Selangor to fed under emergency act :D

it's actually one hell of achievement already; to find something within 17K sq.miles ocean. when the petro finally flow, c u at $5 :D

:D good luck bro!

cb? good?

cb?

given kseng super fat retained profit, anything can happen. kseng biz is super strong (see 5 years earnings record).

http://www.theedgemalaysia.com/business-news/278988-significant-upside-expected-in-plantation-stocks.html

http://www.theedgemalaysia.com/business-news/278973-hibiscus-achieves-oil-rate-of-up-to-3000-barrels-per-day-in-oman.html

kseng also do manufacturing - processing and marketing of refined palm oil products, taking full advantage of cpo price

bravo!

rupiah up trend continues, note this year is also indon election year, to win it is common sense to boost economy.

all in the latest annual report, u'll be amazed ;)

consider take out yr capital first if u r super bullish on cmsb, rather than bet all in? yr $ yr choice

another no brainer attack to concessionaires, rakyat all go to river to take water is it? hahahahaaa.... btw, gamuda didn't announce anything. rakyat is so frus on water shortage already, yet these morons still fool around with license, clearly someone is abusing power to put rakyat in even more difficult sitiuation.

slowly dispose, no need to sell one off. it's necessary if u check the RSI. of cos, yr $ yr choice!

mbsb plenty of $$$ in the pocket, new scheme incl providing loan to palm oil industry - good move given the excellent cpo price now :D

hahahaa... the last thing that will happen in m'sia is gov servant got defaulted, bcos loan payment is deducted straight. maybe they might default ah-long, but never on glc bank.

the director has been very clear in last meeting, something will happen, be patient

bought sometime ago, already started disposal, don't get too greedy :D

Posted by iafx > Feb 20, 2014 05:06 PM | Report Abuse X

probe? that fellow could be getting a "promotion" soon

cb

ms very expensive, cannot afford :D

much awaited goodies coming? :D

okok, am also newbie, nice to know another newbie, let's make big $ together! :D

for what u juz said, newbie juz came out to work? :D

congratulation!!

looking to break $1 barrier?

ppb also in the show? http://www.theedgemalaysia.com/business-news/278847-flash-ppb-sees-opportunities-in-watersewerage-biz-from-consolidation-of-sgor-water-assets.html

this is one ctr that has been overlooked, apart from holding 55% of hsplant, this ctr alone holds 31K ha of mature oil palm estates (several r still recorded as 1978, 1996 cost!), palm oil mills and a host of other businesses.

tsh & ioi have the best ffb yield increment by record, this should balance off slower production due to bad weather. btw, tsh enjoyed forex gain over it's wooden business to western market. this is different from mkh which suffer great forex lost.

kopitiam suggest concessionaires will accept with condition, bcos their very big boss get involve so deep that "no" is not an answer, esp kacang show just around the corner. unless they do not wish to do business anymore in m'sia. the condition will explain what the 2b is about.

true or not? up to yr own discretion.

apart from cbip, watch ioicorp earning, expect to be among the best bcos apart from plantation, ioicorp also doing very well in palm downstream businesses.

stock level to fall 14% in Feb: http://www.theedgemalaysia.com/business-news/278807-palm-oil-production-stock-level-to-fall-14-in-february-says-hwang-dbs.html

khalid to hold on as MB: http://www.themalaysianinsider.com/malaysia/article/khalid-says-to-keep-mb-post-if-accepted-by-all

if he wanted that, he better get this deal straight this time. otherwise no need push also resign himself.

actually, cpo only needs to hold above $2650, doesn't need more, v can already see significant impact to the core earnings (the fact that last q result all co. traded only in $2300~2400 range). today v r seeing up to July already above $2800... that's a lot!

patient, let's c if it really workout.

hahahaa...

http://www.theedgemalaysia.com/business-news/278755-minister-selangor-water-mou-irrevocable-despite-leadership-change-.html

obviously this doc is more than juz "mou"

looks like to create new year high soon; cpo price this year likely to trade between $2700~$2900 average (vs $2300~$2500 last year), a great boost to plantation co. core earnings this year.

it's all up to fed/puncak/gamuda now, as soon as they r done, the rest will follow. the date given so far r just indicative. great push from Pahang side also, PM definitely do not want to look bad b4 kacang show; which his best friend is contesting. patient... best of luck, folks!

latest q Average CPO price realised for Q2 YTD FY2014 was RM2,386/MT, CPO uptrend started since Jan, today CPO price till June all stand above RM2820, way to year end RM2760. the core earnings of ioicorp is expected to boost significantly.

http://eresearch.bursamalaysia.com/download.aspx?id=15191&type=research

it will also make PM looks like a big jerk :D :D :D