0.7 cent la

@ dentab
AR 17 - page 103, total loan & borrowing.
2018Q1 - page 14, total borrowing.

no hope at all in AWB only depend on major customer PETRONAS, management no action on looking for new contract, better sell it. one off impairment loss better than continue red in this segment. all segment profit still unable cover the O&G segment loss.

shareholder pull down the share price bcoz of ESOS recently, 2moro will b better.

waiting for the report

disappointing palm oil segment with lower profit than Q3. weaker profit than Q3 if not consider the impairment loss 66M with no cash loss.

Do you notice malaysia weather getting hotter?

Malaysian plywood exporters want to mark up prices for Japanese market

The 26 May Japan Lumber Report (JLR) has reported Malaysian plywood manufacturers are proposing higher C&F prices for plywood shipments to Japan.

One reason cited by the JLR is the higher cost of logs in Malaysia. The proposed price increases for June and July shipment vary by manufacturer but are in the region of US$25 per cubic metre.

Malaysian plywood mills have struggled to raise prices for the Japanese market but as production costs rise they have no choice but to try and pass these on.

anybody attend the pass AGM, please share some info. Why result yet to release?

suppose out today, if out on next Monday may b not a good result.

tis counter really amazing, making loss still able to giving dividend. if no dividend, really no eyes see.

really impressing Q-result, with good Palm oil & Log segment, just the wood processing still making lost, should shut down all the timber mill.

pls be rational, what price cold eye is buying & what is the price now?

冷眼是我最敬仰的前辈之一，
如果真如传言所说将会有更大投资者加入，只能说冷眼的情报网绝对不容小觑，并不是我们这些一般普通散户所能及的。如果冷眼是看好公司前景，之前的最大股东（他们可是INSIDER叻）难道不会比他更了解公司钱景吗？摆好椅子慢慢看咯，只是好奇这葫芦里到底卖什么药？

pls take a look on the chart on 07 April 17, what did you notice?

low & tan Disposal of interests in Master Knowledge Sdn Bhd mean?
they dispose all interest in master knowledge? if true who they dispose to?
or they dispose all skh share through master knowledge in open market?
what i know is fong is collected through open market 5%, according to the AR 2016, he might be the largest shareholder currently but not sure any other shareholder collect more than him, if yes, that shareholder shall be announce on holding more than 5% in announcement.
why low & tan Disposal all the share when the corp start turning into profit from lost?
a lot of question mark in my mind now... how, why ,what, where & who....
haha.....

That asia outlook 8 published on 3 years ago...

from tis quarter, we can see the timber business is recovering, just the O&G sector drawdown the profit, if we seriously look on the P&F statement, Share of results of associates lost on 19.8M which is the main cause to the bottom line results.

Revenue Q4 FY16:
Timber-------------134.119 M
Plantation----------12.993 M
Oil and Gas--------11.869 M
Manufacturing------9.310 M
Trading---------------7.835 M
Others----------------0.488 M


Profit B4 Tax Q4 FY16:
Timber---------------16.630 M
Plantation-----------(5.461) M
Oil and Gas-------(19.618) M
Manufacturing--------0.676 M
Trading-----------------0.648 M
Others------------------2.913 M

timber business consider better than previous quarter,
but the palm oil business is totally disappointed even thought 4QF CPO price increase 14% compare to 3QFY, as FFB production decrease 27%.

tis stock has a good prospect but the only problem is the trade & receivable keep on increase to 279m near 50% compare to FY15. & the cash flow is weak; most of the net cash are from net drawdown & private placement