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2014-02-10 09:23 | Report Abuse
Obviously optimus 1 is the same idiot as optimus 7 and 8 because all the comments of these two were removed. If he does not have his head full of shit he could have use another pseudonym like STUPID 1.
I also have a few more large holdings but I consider JT is the best with the brightest future. My worst investment in my life is Xingquan. The reason it has gone up 7 sens within 10 minutes of trading is that the company is most likely will give out free warrants. I hope I can recover my losses.
2014-02-09 18:53 | Report Abuse
I think optimus8 is as stupid as optimus7. I think both are the same person. optimus7 is not allowed to comment any more because he used abusive language and readers know how stupid he is. optimus8 you are not welcome to meet me.You cannot put in any more knowledge because your head is full of shit.
2014-02-09 11:54 | Report Abuse
I am sorry for the mistake. 16th is Sunday and not Saturday. Please come on Sunday at 11 am Club House, Meru Golf Club, Jelapang, Ipoh
2014-02-08 05:37 | Report Abuse
To avoid any misunderstanding, when I said those stupid guys, I mean those who ridiculed me with vulgar language. I also get copies of commentaries that were automatically removed from the system which you all could not see.
For example opimus7 wrote quote "Fuck you" and "Koon is fucking his Indo mate and his wife is watching". Now you understand why I am so angry.
My wife says that I must be lag of punishment in trying to teach people to become rich. Even our children cannot emulate you and your success.
2014-02-08 05:24 | Report Abuse
I have read all the commentaries of all my articles on this forum. I must congratulate Alphabeta for writing the best comment. It shows that he is well educated and knows what he is talking about, unlike some gas bags writing some senseless rubbish.
I notice that there are fewer commentaries for this article, up till now there are only 71. I think the only reason is that those stupid guys have nothing to say because they cannot really understand this article. Moreover, they realised that they are actually exposing their stupidity.
I like readers to comment intelligently. I welcome controversies so that I can learn something new.
Thank you Alphabeta.
2014-02-07 09:03 | Report Abuse
Sorry for the typing error. The sentence should read ' All my remisiers can vouch that I did not buy to push up 11 sens yesterday.
2014-02-07 08:57 | Report Abuse
kk122 and musang_foxking accuse me of promoting Jaya Tiasa aggressively so that I can sell at a higher price and take undue advantage of you small investors. As the bible says "The truth will set me free". If you cannot see the difference of a confidence trickster and one who is genuinely interested to teach you how to fish instead of giving you fish, I am sorry for you.
I know I have a special talent and experience to share with readers who are interested and help them make more money. In all the lessons, I often used JT as an example to illustrate why I dare to buy more than 40 million shares. I even told you that I bought 4.5 million JT on 31st Dec last year at Rm 2.04 from some desperate foreign funds who wanted to close their books.
As I said before statistics shows that fund managers cannot beat the market index and they cannot buy JT because it has very poor current earnings. But I look at JT as a businessman,
JT’s main business is timber. It has 2,400 sq kilo meter of forest which can supply all the required raw material for its manufactured products while competitors have to import logs. With this competitive advantage, JT’s profit is sustainable for a long time. The company has used all its cash flow to plant oil palms aggressively and also trees for reforestation. As a result, it did not show much profit but its 62,800 ha of oil palms has a market value more than twice of its market capitalization. It also planted more than 30,000 ha of fast growing trees. As a businessman I see this tree planting is like stocking raw material for its future use. Most people cannot see this point. In fact, tree planting can be a separate long term profitable business.
As according to its last annual report, the average age of its palms is only 5.6 years old. That is why it is not showing mush profit. But basing on its FFB production growth any investor with some imagination can foresee that its production will continue to increase, bearing in mind that palm will only peak at the age of 11 or 12 years.
I along cannot push up the price as you can see the daily volume. All my remiesers can vouch that I did buy to push up 11 sens, yesterday. A RHB chartist told me that the moving average has passed ?? line and it is the best time to buy.
A famous plantation analyst told me that he has been promoting JT to some local and foreign funds and they are beginning to buy. As I said when you buy I might be selling, so be careful. You buy at your own risk.
If JT cannot perform I will have no place to hide my face. As the bible say "The truth will set me free"
2014-02-05 11:14 | Report Abuse
I notice that kk123 is still making stupid commentaries with his broken English. You must examine your track record to see if you have been successful in the stock market. Tell us your real name and how well you have done. You are showing your ignorance and all the readers can see it.
Since the beginning of the year, Jaya Tiasa has gone up while the general market has come down or it has performed better than the KLCI. Ignore the facts does not change the facts.
kk123 is a Doubting Thomas. I am sure he does not know the meaning of this.
2014-02-05 10:27 | Report Abuse
I must apologise that the Jaya Tiasa price chart which I copied from Bursa Malaysia has not adjusted for the bonus/split. I am sorry.
The point I want to make is that the price of JT has been depressed for a long time because it has not been showing reasonable profit. As a result,
I write this for people who are still holding a full time employment and cannot watch the market like a hawk.
In my article, I may have given you the wrong impression that I am encouraging you to trade frequently to make more money and forget about long term investment.
To be really successful in trading you must have the passion and watch the share price movement daily.
If you are still working and like to invest in shares instead of placing your cash saving in fix deposit then you cannot trade frequently to make the extra money by taking advantage of the frequent share price fluctuation. You must buy undervalued shares with long term sustainable profit growth prospect like Jaya Tiasa.
It is very safe to buy JT because its price has been depressed for more than 2 years because it has not been showing good profit up till now and you can it cheap.
Almost all fund mangers cannot buy it because it will drag down the value of their funds if the price of JT remained depressed for the next few months.
I do not have the statistics to show how well the Malaysian funds are performing but in U.S. less than 5% of professionally managed funds can beat the market index.
Can some readers tell us how well our local funds and unit trust are doing?
The reason why JT has not been showing much profit is because, the company has been planting aggressively in the last 10 years and their last annual report shows that it has planted 62,700 ha which has a market value of more than its market capitalization. The average age of their palms is about 5.6 years which has tremendous profit growth potential and that is why I dare to buy more than 40 million JT shares. I am buying for value and profit growth potential. I expect to double my money within 3 years. My track record shows that I have been doubling my money every 2 - 3 years. You can see the list of my recent successful trade or performance in my last posting 'on how to improve your trading technique'.
As a said, to be able to make a lot more money than ordinary investors and fund managers, you must have knowledge, foresight and guts to buy JT when normal investors and fund managers cannot or dare not buy it.
If you look at JT's FFB production chart, you must be able to foresee that their FFB production growth rate will continue to accelerate for the next many years, bearing in mind that 11 or 12 years is the FFB production peak for oil palms.
Alvin Tai SMS to wish me happy CNY and said "time will tell that we are right in buying JT".
2014-02-05 05:54 | Report Abuse
I must apologise that the Jaya Tiasa price chart which I copied from Bursa Malaysia has not adjusted for the bonus/split. I am sorry.
The point I want to make is that the price of JT has been depressed for a long time because it has not been showing reasonable profit. As a result, almost all fund mangers cannot buy it because it will drag down the value of their funds if the price of JT remained depressed for the next few months.
I do not have the statistics to show how well the Malaysian funds are performing but in U.S. less than 5% of professionally managed funds can beat the market index.
Can some readers tell us how well our local funds and unit trust are doing?
The reason why JT has not been showing much profit is because, the company has been planting aggressively in the last 10 years and their last annual report shows that it has planted 62,700 ha which has a market value of more than its market capitalization. The average age of their palms is about 5.6 years which has tremendous profit growth potential and that is why I dare to buy more than 40 million JT shares. I am buying for value and profit growth potential. I expect to double my money within 3 years. My track record shows that I have been doubling my money every 2 - 3 years. You can see the list of my recent successful trade or performance in my last posting 'on how to improve your trading technique'.
As a said, to be able to make a lot more money than ordinary investors and fund managers, you must have knowledge, foresight and guts to buy JT when normal investors and fund managers cannot or dare not buy it.
If you look at JT's FFB production chart, you must be able to foresee that their FFB production growth rate will continue to accelerate for the next many years, bearing in mind that 11 or 12 years is the FFB production peak for oil palms.
Alvin Tai SMS to wish me happy CNY and said "time will tell that we are right in buying JT".
2014-02-05 05:31 | Report Abuse
vinext is right in saying that the price chart which I copied from Bursa Malaysia has not adjusted for the bonus/split. I am sorry.
The point I want to make is that the price of JT has been depressed for a long time because it has not been showing reasonable profit. As a result, almost all fund mangers cannot buy it because it will drag down the value of their funds if the price of JT remained depressed for the next few months.
I do not have the statistics to show how well the Malaysian funds are performing but in U.S. less than 5% of professionally managed funds can beat the market index.
Can some readers tell us how well our local funds and unit trust are doing?
The reason why JT has not been showing much profit is because, the company has been planting aggressively in the last 10 years and their last annual report shows that it has planted 62,700 ha which has a market value of more than its market capitalization. The average age of their palms is about 5.6 years which has tremendous profit growth potential and that is why I dare to buy more than 40 million JT shares. I am buying for value and profit growth potential.
As a said, to be able to make a lot more money than ordinary investors and fund managers, you must have knowledge, foresight and guts to buy JT when normal investors and fund managers cannot or dare not buy it.
If you look at JT's FFB production chart, you must be able to foresee that their FFB production growth rate will continue to accelerate for the next many years, bearing in mind that 11 or 12 years is the FFB production peak for oil palms.
Alvin Tai SMS to wish me happy CNY and said "time will tell that we are right in buying JT".
2014-02-04 06:23 | Report Abuse
Up_down's comments show that he knows something that I do not know. Perhaps my reason in selling Ta Ann to buy Jaya Tiasa is wrong. I like to meet Up_down so that he can teach me something that I do not know. Please contact me by email: koonyewyin@gmail.com
2014-02-01 00:36 | Report Abuse
If you read my article about R Sawit when It was selling at 83 sens, you must notice that I said at the end that R Sawit formed a large part of my investment and I was not asking you to buy but if you did I was not responsible for your profit or loss.
In the same way, I wrote about buying Jaya Tiasa. I openly tell you that Jaya Tiasa is my largest holding and I do not need you to buy to support the price. If you buy, you are buying at your own risk.
As I said in my other article about using margin finance to increase your profit. As you know all share prices fluctuate and when Jaya Tiasa price goes up, you must sell those shares which you have bought with loan and take some profit so that you will have money to buy when its price come down.
Although I said that I believe J T has very good profit growth prospect and its profit will continue to increase in the next few years, it does not mean that I will not sell if its price goes up. Remember I also told you that my total borrowings exceeds Rm 100 million and I must sell some to reduce my loan when the price goes up. I cannot tell when to buy and when to sell.
My intention in writing all these articles is noble and I do not need to take advantage of you to make money. I believe I have special talent and I wish to share with you.
I feel sorry that sheep and few others have lost money because they did not sell R Sawit when it went up more than 50% within a few months. I am willing to consider helping you financially if you see me privately.
I do not need any more money because I have written in my will that all my wealth will be given to charity when I die. Up to date, I have given more than 250 scholarships to help poor students to complete their degree course. Unlike other business men, I have openly given large sums to PAS, Keadilan and DAP in the last general election and I was not afraid to speak to support the opposition.
I have decided not to write and post any more articles and response because it is easier to give away my money than to teach people how to make money. You will not see any more of my writing. Good bye and best wishes for all the years to come.
2014-01-31 23:20 | Report Abuse
sheep, when I recommended R Sawit it was selling at 83 sens and within a few months it went above Rm 1.20, 50% increase. I sold because I needed money to buy Jaya Tiasa. I know many people also sold and pocket 50% within a few months.
As you all know the CPO price has been depressed in the last one and half year and R Sawit, like all plantation companies is showing very bad result. I cannot tell every body when to sell. You must decide for yourself. If you did sell to take profit, you cannot blame me.
2014-01-31 12:41 | Report Abuse
optimus2 is really getting hot and writing his broken English. A small pot soon get hot as an English saying. Why doesn't he tell us his real name?
2014-01-31 11:13 | Report Abuse
Readers would notice that optimus2 is trying to ridicule me. Why don't optimus2 tell us his real name instead of hiding behind the pseudonym so that we know how clever he is or how much money he has made from the stock market. If he has any intelligence, he should write his comment in proper English so that we can learn something from him. Unless he does that I can only say that he is just a big gas bag and have mud or air in his head.
I always welcome controversial view so that I can learn and appreciate others point of view.
2014-01-30 12:20 | Report Abuse
I am anxiously waiting to read kk123 and wt222 to make some intelligent comments to contribute to our society.
2014-01-29 12:26 | Report Abuse
Conclusion:
As I said before the most important share selection criterion is profit growth prospect and the faster the profit increases, the faster the share price will move up. To be able to make more money than ordinary investors, you must have foresight and guts. If you study this article carefully, with some imagination you should be able to foresee that Jaya Tiasa’s FFB production will continue to increase for the next few years and palm oil price up trend is sustainable in the near future. Moreover, Jaya Tiasa price has been consolidating for more than a year and it is very safe to buy now.
I am obliged to tell you that Jaya Tiasa is my major investment holding and I do not need you to buy to support its share price. My intention in writing this piece is noble. I believe I can help you to make more money. If you decide to buy, you are buying it at your own risk. However, if you think that TSH, Ta AN, SOP, R Sawit are better, you do not need to tell me because I have already sold all of them to buy JT.
I cannot continue to convince people to make more money. I can foresee the price is beginning to move higher and higher. Only time will tell who is right. This is my biggest investment in my life because I strongly believe I can double my money within 3 years.
THIS IS MY LAST RESPONSE. Best wish for the CNY and all the years to come.
Koon Yew Yin
2014-01-29 06:44 | Report Abuse
kk123 insinuates I am trying to publicise Jaya Tiasa with the intention to push up its share price. Please believe me I have not such intention.If you look at my record, you will believe me.
Again it would appear that I am boasting if I tell you the shares I have recommended people to buy and they all shot up.
1. About 6 years ago Kulim's annual report shows that I and my family members owned the largest block of Kulim Warrants which we bought at between 50 sen & Rm one. I told every body to buy because I strongly believe that it would definitely shoot like a rocket soon. I borrowed so much money from OSK that their risk manager was concerned. To calm investors, Alvin Tai CFA came to Ipoh to talk about Kulim. He was very reassuring and within two years Kulim's Warrant went up from 50 sens to Rm 10.50 and I was laughing all the way to return my loan. Alvin can verify this episode.
I made so much money that I offered Rm 30 million to UTAR Kampar to build students Hostels without any ulterior motive or conditions. But Tan Sri Hew See Tong, MCA leader who owns all the land outside the University Campus rejected my donation offer. Don't you think Tan Sri Hew would sue me, if I am not telling the truth?
2. Supermax annual report on 8 April 2010 shows that I and my family members owned about 20 million shares. You can check it out. I started to buy at 98 sens in Dec 2009 and within 6 months I bought almost 20 million Supermax shares. The price shot up to Rm 6,60 within 18 months because glove demand far exceeded supply due to the HINI fear. When Tan Sri Stanley Thai, CEO and Chairman, noticed that I was buying his share so aggressively, he invited me to visit his factories in Sg Buloh and to meet all his top executives.
When the price went above Rm 5 all the analysts highly recommend BUY. Ricky Kon Tel 05-2362844 and Phoebe Tan of OSK 05-2434908 can confirmed that I sold all our holdings within 2 weeks at above Rm 6.
3. As I boasted in this article, I also told people to buy SOP and R Sawit when they were cheap which I sold to buy Jaya Tiasa.
4. Many will remember that I also told the whole world to buy Tradewinds and Tradewind Plantation and later I also told everyone not to accept Szed Mothar's initial privatisation offer. Finally he offered a higher prices.The rest is history.
I do not need you to buy JT because I am buying and I will continue to buy until I cannot get additional loan facilities. Remember I am not pointing a gun on kk123's head and force him to buy JT. Stop the insinuation!
Only time will tell who is right. If JT did not go up in price, I would lose my creditability- where can I hide?
2014-01-28 17:10 | Report Abuse
http://www.malaysiakini.com/news/237025
wt222 seems to think I am like Dr Mahathir. You can read my posting in Malaysiakini as the above link to see how I worship Dr M.
I think I have spent too much time on this forum
2014-01-28 16:32 | Report Abuse
Wah! wt222 is older than me in terms of investment age! The most important measure is how much money have wt222 made? It does not mean that Wt222 has been investing in the stock market longer than I, would have made more money or more successful in terms of percentage return. If you think that long time in the market, could give you better return, then all old remisiers or all the old men who have been investing for many decades could get better return. Please tell me as I like to know.
2014-01-28 16:13 | Report Abuse
I am very please to read wt222's last few comments. He has learned and seem to understand what I have been teaching. Never buy JT when it has gone up because I might be selling so that I can return my margin loan. Now you can see I am queuing to buy JT every day and it looks like I have mopped up all the tired holders.
I like people to disagree with me if they state their reasons in a polite way and I will also respond in the most polite way, I know like a gentleman. But if you tried to say that I was trying to cheat you then I would have to respond accordingly.
AS I said again and again, I do not need you to buy to support JT. In fact, if you compete with me to buy, I cannot buy JT cheaply. My wife has been telling me not to teach people how to make money from the stock market. There will always be some 'Doubting Thomas'. If you want to know what is a Doubting Thomas, ask your pastor or your teacher.
2014-01-28 13:47 | Report Abuse
I refer to wt222's last comment. He said that he is dumb, he does not like to be conned by smart people, like me. He is really dumb and so frustrated that he even reproduced my old article on R Sawit when I recommended a buy at 83 cents. As you can see it went up more than 50% with a few months and I sold to take profit. I did not put a gun on his head to buy. He must have bought it when it went above Rm one and he is leaking his wounds. Why didn't you buy when it was selling at 83 sens and you bought when it went up more than 50% when I was selling.
Now I am recommending to buy as I am buying every day JT at around Rm 2.20. If wt222 do not buy now and buy when it has gone up and I may be selling, wt222 cannot blame me for conning him. When wt222 buys I will be laughing all the way to the bank to return my loan.
2014-01-28 12:30 | Report Abuse
wt222, although the price of R Sawit has gone down lower, so also JT and many other plantation shares, I would not buy it because JT has a better profit growth prospect. Jt forms my largest investment in my portfolio.
I have been trying to tell you that the most important share selection criterion is "profit growth prospect". JT has the best profit growth potential. Please see its FFB production chart. I am very sure it will continue to make more and more profit in the next few years because its palms are relatively younger than most plantation companies and it has not been show much profit. That is why its price has been depressed for so long when you can buy it cheaply while the prices of others like KLK, UP, SOP and others are relatively more expensive.
Please remember I said that I will not buy any share if I am not sure it cannot make increasing more profit in the next few years. That is how I am making so much money from the stock market and I want to teach you how to do it.
Let me boast a little more, I made so much money when the Hong Kong market crash in 1983/4 that I bought 46% share of a stock broking company in Hong Kong.
2014-01-28 11:33 | Report Abuse
I try to answer some of your questions:
After recommending R Saiwit why did I sell. When I recommended R Sawit the its price was 83 cents as you have reproduced and within a few months its price shot up above Rm 1.20. I sold because it went up too rapidly, a 50% rise within a few months and also the CPO price was on the down trend. Even if the CPO price was not on the down trend, I would have sold because from my long experience, I notice that no share can go up in price indefinitely for whatever reason and I must sell some to take profit. I also sell if I can find a better share like JT to buy.
Big Shark in the stock market??? You must remember that the stock market is a zero sum play. Some will lose and some will win. Which side do you like to bet on?
Let me tell you my strategy in buying JT. First you must study my published article where I gave all the reasons to buy JT. My family have bought more than 45 million JT shares and we are still accumulating it. Just on 31st Dec 2013, I bought 4.4 million JT at Rm 2.04 from a big fund.
Right now, Phoebe Tan of RHB/OSK is buying JT for me and Allan Yeoh is waiting to buy when the price goes down a little more. At the mean time HL bank Ipoh who has already given me Rm 25 million margin loan has applied to their KL HQ for an additional Rm 5 million. In to total, I have more than Rm 100 million loan, a large part is on JT.
Please study my published article on "how to use Margin finance to increase your profit". Although I believe JT price will continue to go up for many years because its FFB production will continue to increase as shown on the FFB production chart, I must sell some JT to reduce my loan when JT price goes so that I will have money to buy when its price make a correction.
KLK, UP, TSH, SOP and R Sawit are better than JT??? It is very difficult for me write out my analysis of all these other shares to convince you. Only time can tell which is better. I would like you to put down on paper the prices of all these shares and look at them in 6 months, 12 months , 18 months and longer to see which is the best performer.
As I said my intention is to teach you how to make money and I do not need small players to push up JT share price because the daily turnover of JT is relatively large. Alvin Tai of RHB has recommended Southern Acid and JT. Southern Acid shot up like a rocket because it is so easy to push it up. As a big player I cannot buy small companies with illiquid share turnover.
Of course when I tell you what I do, it would appear that I am bragging. Just like when I tell you that I have given more than 250 scholarships to help poor students to complete their tertiary education.
What more do you want to see as I have already taken off my trousers to show you.
2014-01-28 01:09 | Report Abuse
kk123 for your information, RHB/OSK Senior dealer, Phoebe Tan has been buying JT for me in the last few days and Allan Yeoh of Kenanga is waiting to buy some more JT for me when the market drops some more. You can call Phoebe 05 2434908 and Allan 05 2361138 to confirm.
My intentions are completely noble because I strongly believe I have a proven track record and special knowledge that I can share with people who are interested. Obviously KK123 is not willing to learn. Looking at your broken English, I think you are a small minded guy, struggling to make ends meet.
You can google my name to learn more about me and my charity work.
2014-01-27 17:01 | Report Abuse
To answer E K Tan, I was also wondering why JT lost about Rm 2 million their palm oil business in 2013 and made Rm 150 million profit in 2012 when its FFB production was less. Alvin Tai CFA of RHB Research explained to me this phenomena. The average selling price of CPO in 2012 was Rm 2,800 and Rm 2,200 per ton in 2013. Moreover, plantation profit also depends on "Yield Drag" factor which is defined as drag on earnings caused by low yields of young planted area. In 2013 JT planted more area and there was comparatively larger area of low yield plants. This simply means that JT has planted so rapidly and it takes time to show profit.
In his talk, he showed comparative figures for SOP, TSH, JT and others. JT' yield drag factor reduce more rapidly than the other plantations. That means JT's profit will increase faster than the others.
Referring to rich's comment to wait to see JT's account in 2014 or 2015 to be convinced. I think it is not a good strategy. The FFB production chart in my article should be convincing enough to buy JT when people are still having doubts of JT's profit growth potential.
Some investors prefer to buy famous companies like KLK, UP and IOI. But you must remember, you cannot buy them cheaply.
Please bear in mind, I do not need you to buy to support the price because I want to buy more when the price corrects.
2014-01-26 09:15 | Report Abuse
If you look at Fimacorp 2010 annual report, you would see that my family owned 15 million shares when I bought them at Rm 2.20 and sold all after 18 months when it went above Rm 6.40 and made Rm 60 million. I am just joking.
As I said many a time, there are many stock selection criteria such as P/E ratio, NTA, price over book value, cash rich with millions in fix deposit etc. I consider the most vitally important criterion is good profit growth prospect. This is the key to my success in share investment because any share without this quality, its price will not go up. I will never buy any share if I am not sure that the company can make more and more profit in the next few years.
Fimacorp's EPS for 2008,2009, 2010, 2011, were 38 sen, 74sen, 79sen and 99sen. From 2011 its EPS has been reducing and it has no good profit growth prospect. That is why its share price has been flat since 2011 in spite of its huge Rm 225 million cash in fix deposit equivalent to about Rm 2.80 per share as shown in its account ending Sept 2013.
You must bear in mind that keeping too much cash is a bad sign. It simply means that the company cannot find new investment to make more money than the fix deposit rate of about 3% PA.
Fimacorp is a classic example to demonstrate my investment philosophy "Never buy any share if you are not sure it has good profit growth prospect"
Regarding gohchinlim's fear of market crush, I cannot tell if market will crash or not in the near future. This is an inherent risk in share investment. However, if you look at the price chart of JT even if the market crash, I believe it will drop relatively less than many other shares.
2014-01-25 15:06 | Report Abuse
I must point out that the above analysis did not consider JT's timber business which it has the essential competitive advantage. JT owns 2400 sq Kilometer of forest which is providing all the raw material for its plywood and other timber production while manufacturers from China, India, Taiwan etc have to import logs.
Further please refer to the following graph which highlights the FFB production in metric tons since 2007:
https://dl.dropboxusercontent.com/u/32513415/Jaya%20Tiasa%20FFB%20Production.JPG
2014-01-24 19:37 | Report Abuse
optimusprime, I do not understand what you are saying. Are you calling me a cow? Can any body understand what he is trying to tell us?
2014-01-24 15:33 | Report Abuse
Imenwe, I now realize that you must be a professional analyst and I can learn something from you. I like to hear controversial views to compare with my own view so that I can make a better decision to buy, sell or hold.
I also realize that I was arrogant when I said to someone 'your comment shows that you need to come to listen to my talk', I am sorry.
I like to meet up with you, Imenwe. Please write to me to fix appointment. My email add: koonyewyin@gmail.com
2014-01-20 22:47 | Report Abuse
Icon8888, when I wrote about R Sawit its price was 83 sen as I stated. It went up above Rm 1.20, 50% increase. As a smart player , you must have been watching R Sawit like a hawk, you even could publish my old writing of R Sawit. You could have sold and pocket 50% profit. It seems like you did not sell and you take this opportunity to show your frustration here.
As every investor knows the CPO price has been depressed for about 2 years and as a result almost all plantation shares are also depressed. All smart investors should have sold earlier so that they have cash to buy now as CPO price is turning up. Any way, R Sawit is selling now at around 80 sen.
I sold all my R Sawit and almost all my SOP to buy Jaya Tiasa. Remember, I am not asking you to buy. If you buy please don't blame me if you did not sell when its price went up.
Alvin Tai's analysis is very reassuring.
2014-01-19 07:51 | Report Abuse
wmliang, Alvin said that JT's yield drag factor as you quoted above is improving quite rapidly. Yield Drag is the measure of the young unproductive palms to its total planted area in term of percentage. If I am not mistaken.
2014-01-19 04:21 | Report Abuse
Imenwe, as much as I hate to respond to your insulting remark, I have to otherwise you would think I am dumb. You are crude and badly brought up. Even if you want to say all those things, you do not know how to do it in a subtle way. You are a failure because you have the wrong attitude. Why are you so stupid in making such bad commentaries? You are so stupid to expose your bad manners when you don’t even know me.
Why don’t you expose yourself instead hiding behind the stupid name Imenwe. Tell us your name so that all the readers will know who you really are.
As I know it is very ugly to brag, but I am sure readers will forgive me and understand why I need to do it. It would seem like boasting if I tell you who I am.
I am a retired Chartered Civil Engineer and a founder of Mudajaya Group Bhd, Gamuda Bhd. IJM Corporation Bhd. I gave their first employment to these multi millionaires, namely, Ng Ying Loong, former CEO of Mudajaya, Dato LinYun Ling CEO of Gamuda and Dato Richard Fong Loong Tuck, Dy Chairman Glomac Bhd.
I was a member of the Board of Engineers, Malaysia and Chairman of the professional practice disciplinary committee. I was also a member of SIRIM committee for drafting the Malaysian Standards for Cement and Concrete. I was the Secretary General of the Master Builders Association for 9 years when Tan Sri Yeoh Tiong Lay was the Chairman.
In 2010 Fobes nominated me as one of the four ‘Hero Philanthropists in Malaysia’; Tan Sri Vincent Tan was one of the four. I have given more than 200 scholarships to help poor students to complete their tertiary education. I have vowed to give away all my wealth to charity when I die. If you google my name, you will know more about me
I think I have bragged enough. It is actually meant for Imenwe. I trust all the other readers will understand and forgive me.
2014-01-17 17:07 | Report Abuse
I am sorry that Imenwe got the impression that I was arrogant in stating that JT is better than TSH. I am aware that TSH has been performing very well which is being reflected in its share price. During the same period, JT has been performing poorly which is also being reflected in its share price. The reason for its poor earning is because the average age of their palms in their 62,800 ha is about 5.6 years. From now on, their FFB production will continue to increase for many more years to come.
I consider the most important share selection criterion is " profit growth prospect". I believe JT can continue to produce increasing more FFB and profit for the next few years. Moreover JT is so much undervalued compare with its peers.
A reliable close friend told that his friend who is one of the controlling share holders TAN Brothers, of TSH bought JT recently.
2014-01-17 12:23 | Report Abuse
Congratulation vinetxt for such fantastic success. Now you must put down the prices of JT, TSH, Hartalega etc to compare in 1,2 or 3 years. Time will tell who is right!
2014-01-17 10:46 | Report Abuse
vinext must examine your old tract record to see how well you have performed. With due respect to you, judging from the statement you made, you cannot be a good investor and you need to attend my talk at Ipoh YMCA tomorrow at 10.30 am - 12.30 pm.
Regarding ppfoong's comment, this smear champagne by the Americans has been going on for decades. They have already cut down all their forest to improve their economy and they say we should not do it to save the environment. Remember the US is burning the most fossil fuel in the world and what would they say about that. In any case, the area cover by palm leaves comply with the UN standard.
I will post another article about the smear champagne shortly.
2014-01-17 00:31 | Report Abuse
All the shares you mentioned above do not have the most important selection criterion which is "good profit growth prospect". The companies may be selling cheaply in terms of P/E ratio but they cannot produce increasing and sustainable profit. You must find if they can make more profit this year than last year and can they make more profit next year than this year. If they cannot make increasing profit the shares price will remain cheap.
If you want to learn how to make more money than you ever did before come to attend my talk free of charge in Ipoh YMCA 10.30 am on Saturday 18th Jan
2014-01-16 17:09 | Report Abuse
In recent weeks, most of the investment sectors except plantation are coming down. About 2 or 3 days ago in The Star Biz you would have read that Alvin Tai of RHB research and 3 other plantation experts from 3 other financial institutions said that the price of palm oil was moving up and would benefit plantation companies.
You have to do some home work to convince yourself. If you want to know more, you can attend my talk with Alvin Tai at 10.30 am - 12.30 PM on 18th Jan. Ipoh YMCA. No seat reservation, first come first serve.
2014-01-15 15:37 | Report Abuse
eric8168, you can come to Ipoh YMCA this Saturday 18th Jan 10.30 am - 12.30pm to attend my talk with plantation expert Alvin Tai of RHB research. I purposely fixed at 10.3 am so that out station people can easily make it if they are really interested.
2014-01-14 14:53 | Report Abuse
Wah! sunztzhe is really clever. I like to meet up with you. I am sure we have a lot of things to discuss besides investment. Please come to my talk on 18th Jan at 10.30 am -12.30 pm at the Ipoh YMCA. Alvin Tai CFA of RHB Institute research and I will be talking about the prospect of the palm oil industry. Of course, we will also touch on Jaya Tiasa. Like all commodities, the palm oil price moves in a cycle. After its price has been depressed for more than a year, it is beginning to move higher. This is the best opportunity to buy palm oil company shares.
If you look at The Star online today, you will beside Alvin Tai, there 3 other experts writing about the CPO price up trend.
2014-01-14 11:17 | Report Abuse
Sunztzhe: I appreciate the honest expression of your feeling. This is not the right forum to discuss politics. I have written many articles regarding our Malaysian Education system, BN's wrong doings etc which you can read if you google my name. Happy reading
2014-01-14 09:45 | Report Abuse
It is important to point out that the success of any industry, enterprise, business, investment or venture depends largely on the people. If you look at the top 10 richest men in Indonesia and Malaysia, you will find that most of them are ethnic Chinese because they have all the essential qualities as entrepreneurs. I am saying this with good intention and without disrespect to the other races.
I must also point out that the Chinese should be grateful for the opportunities given to them by their Governments and they must remember to do charity because when they die they cannot take money away with them.
2014-01-14 06:54 | Report Abuse
I must admire wmliang's enquiring mind. First he warns us about the flooding in Sibu where Jaya Tiasa's plantations are located and now he warns us about Brazil's large land area if fully planted could be a serious competitor to the palm oil industry in Indonesia & Malaysia.
As I said earlier the flooding would only last a few days and its effect would be very small.
Regarding Brazil's comparatively large land area, I google to find out its palm oil production capacity. Although Brazil large rain forest seems suitable for oil palm cultivation, according to 2013 statistics it produced 340,000 tons while Indonesia produced 31,000,000 tons and Malaysia produced 19,200,000 tons.
Like all industries, it is not so easy to grow oil palms and produce palm oil economically to compete in the world market. There must be numerous obstacles to overcome, such as rainfall, climate, soil type, accessibility, cost of labour, fertilizer, finance and many other factors.
2014-01-13 23:59 | Report Abuse
Fortunately the flooding in Sibu will be over in a few days. Flooding will not be there forever. When weak JT holders sell because they are afraid of flooding, clever investors should buy.
2014-01-13 15:35 | Report Abuse
Invitation to talk at YMCA Ipoh on 18th Jan at 10.30am-12.30pm.
Speaker Alvin Tai CFA from RHB will talk on plantation sector prospect.
Speaker Miskin Koon Yew Yin will talk on his investment style and how to live a long & happy life.
YMCA Ipoh hall has 100 seats. You all are invited to attend free of charge. There is no seat reservation, first come first serve.
Alvin Tai & Koon Yew Yin
2014-01-08 22:55 | Report Abuse
AiryA's comment shows that he has no manners and he is very crude. No well educated man would make such a rude comment. I do not expect all the readers agree with me. If AiryA does not agree with me, he should state his reasons to support his views.
Until he writes out his reasons for all to see, I think he cannot even write a few sentences in good English. I hope his friends can help him.
2014-01-06 14:58 | Report Abuse
I sold all my Ta An, SOP and R Sawit to buy Jaya Tiasa because JT has better profit growth prospect. JT sells more plywood, logs and has much more oil planation than Ta An. R Sawit has less planted oil palm area and it has no plywood and timber business. When I bought SOP about 3 years ago, it was selling around Rm 3 and now it is selling more than Rm 6.
You buy JT at your own risk.
Koon Yew Yin
2014-01-06 05:23 | Report Abuse
Rejoinder to Critiques:
I notice that when I write about the wrong doings of the BN government, I receive lots of supporters and practically no critiques. But when I write about making money, I receive relatively more critiques and I am obliged to answer.
Beware the KLCI is at record high: Although every investor should be aware of this danger, it does not mean that there are no more opportunities to make money or there are no more really undervalued shares to buy or to hold. Can you see the market is going to crash in the next few months?
Rollover fee wearer: After the publication of my article, I received offers from reputable financial institutions that they are prepared to weave rollover fees. That means that the interest rate is only 4.6% p a. and if you cannot find shares that can produce more than 4.6% profit growth rate, you should not invest in the stock market. The safest is to put your money in fix deposit.
How to use margin safely: As you know all bank shares have a long term annual growth rate of more than 4.6%, close your eyes, buy any bank share, especially when its price makes a correction.
As the CPO price has been depressed for about 2 years, almost all plantation shares are on cheap sale. My best bet is Jaya Tiasa at this price level.
Blog: The Truth Will Set Me Free - Koon Yew Yin
2014-02-11 14:58 | Report Abuse
Since more than 100 people have requested for seat reservation, I have to change the venue to Ipoh YMCA because Meru Golf Club is too small. The time and date remain unchanged. I will try to inform all those who have requested seat reservation.