hi teo, why you say shining, the boss of coco already mentioned the business they are in is so competitive (last week the edge report)

hi, may you add in page 32

Hi calvin, how about tmakmur?

Calvin, Palm oil stock no power le

Why u buy so much starting from 2.6 till now? And hoping it will
Increase but no light

Sure bo, no announcement yet

Fong siling is new major shareholder

yes, the balance 12million is not received yet, hold tight

it is not goreng

Still cheap like gula gula

Why so fast happy

it should be leaner...

cool, dun forget target is >30

Be patient, now is still good time to accumulate good exports stocks that olso give good dividends

After studying internal and externaf factors, usd will remain strong

taann still cheap

why ajinomoto not inside, cash flow per share is even higher

subsequent announcements will be made soon

I have weighed in oil price at usd50, and with global factors and domestic factors, i am seeing usd strength. Why not diversify some of our asset in indirectly usd companies

I have weighed in oil price at usd50, and with global factors and domestic factors, i am seeing usd strength. Why not diversify some of our asset in indirectly usd companies

worth rm15

cool, once again reminding you all, with new tax structure, more will switch to beer

No hurry to sell, i like this

Now the storage not enough, some are burning the oil, just imagine it how bad the situation

I have weighed in oil price at usd50, and with global factors and dimestic factors, i am seeing usd strength. Why not diversify some of our asset in indirectly usd companies

I am looking from bigger picture

After studying more, tendency for stronger usd is higher in coming mths,

http://www.tradingeconomics.com/malaysia/currency/forecast

usd now only temporary weak

http://www.tradingeconomics.com/malaysia/currency/forecast

myr strengthen is temporary only, myr expected to be weak till 2020

I can tell u it is still very cheap, u kmow why? Since everyone worry on usd, let me use usd 3.8 to calculate the fair value, based on last 2 historucal qtr, eps is around 7 cts for usd 3.80, total yrly eps will be 2,80, with pe10, it worth at least 2.8, all my assumptions are very conservative, i am adding

Cool

dun look into only 1 quarter, to win consistently , invest in good FA companies with continuous good performance in yearly trend

just check back the 100 yrs history, can you find a good FA company lost its market value, I would say with 99% probability, you will not find it

this is only short term worry as I see oil price will be around USD 40 as the shale oil cost is now USD40, with this I see ringgit will still stay > 3.80 for the next few yrs, which is still good compared with >1 yr ago, so if want to gain in export stocks, extend your buying period in different coming intervals to weigh down the risk as I see with 3.80, export companies will still make big profit.

Seriously besides export companies, it is hard to find any other company with growing business. finance , oil & gas are still much struggling and at this moment no light...unless hold on to the core consumer and utilities companies

http://www.themalaysianoutsider.com/business/article/panasonic-malaysia-allocates-rm60-million-to-upgrade-plant

Panasonic manufacturing owns 40% of Panasonic Malaysia, seems expanding with more products and growing in malaysia

http://www.themalaysianoutsider.com/business/article/malaysias-furniture-exports-set-to-rise-under-tppa

over the yrs, the poh huat business still sounds good

be patient, time will tell, RM30 is considered very low target price given

lets ignore the disturbance from other retail investors whether margin or no margin call, decide ourselves based on the company FA.
If FA is good, then you will be all right and provided must hv holding power

nobody will know what will happen in next few yrs, lets take the good news and decide again in another yr, there is no good permanent thing

it is normal for warrant to hv premium, with 12.2 % it is considered very small premium,

I give u an example:

qtr result from nov15-jan16 definitely is good for poh huat, what is usd to rm <4.10 in this month after the qtr results announced, people will ignore the good quarter results as the bad news oledi hide the good news, so I say this is the risk we have to take unless you say this company stillcan grow even usd drops to 3.80, this is still possible but will be a challenge

lets look at the macro view:
- M'sis GDP seems to be growing 4-5% consistently,
- Upside for oil price is more than downside

Both are the factors slowing down myr depreciation unless above both give different results

good for both carlsbg and gab, more will switch from wine/liquor to beer

hi yistock, your average price for johortin is 1.5x, why u did not buy more when price increase from 1.5 to 2.0?

That is the reward holding good FA stock

More jobs to be won, this is starter

Ha ha reach 26, more coming

hope tmr will break 26, it is still cheap now,

someone play with margin, his other shares drop drastically, so he sold this good shares, take the chance to buy this, it is just like flb when dropped to 2.0 last mth, take the chance to buy if there is gap down

dun play contra, risky