Icon8888 & apini,
agree with u....in general 2016/17 is likely the big beng time for constructions n BSKL as a whole....so no worry just keep sleeping for another 16 to 20 months....after all is not like real farming where u have to cut the grass n etc....just sleeping n wait that all...

.....just wait the second leg down for commodities such as oil n gas, palm oil n etc....the second cheap sale is coming....in second half 2015??????

i3i2i1,
@(Nordi/ding dong) still holding intact 700K units Farmbes-WB...to me 2015 is semi-consolidation period for BSKL especially toward year end and on the long run 2016/17 likely be a BSKL super bull...so not to worry i just keep it for another 16 months before deciding for disposal....

apini,
is that means the statement of last AGM of PBT rm75mil is not achievable....?

......by then zelan may be at 50cent level going to 80cent.....??

Close unchange although overall rm48bil 2015 development projects maintain......may be only when contracts are awarded only the major price movrment will start. .....

..aku pon sula tunggu 3mingu woo

...berapa lama sula tunggu loooo...

Looking at the TA may b game over.....http://www.tradesignum.com/chart/jcy

cytew,
so what d tp....?

...hoping at least palm oil price will side way although oil price rebound for short while.....else bskl n msian economy will be in for worst....may be in this satuation the best is just side line for a while......

...at the same time it may be will encourage biodisel industry which will help palm oil industry that currently experiencing down side pressure...

The cost of oil n gas services industry has been going up for last 15 years to about 300% but with the oil price war between shale oil vs saudi arabia will make major cost and techical adjustment to shale oil as such would make shale oil cheaper than usd40 per barllel....so with that will make price war perlong n it good for global economy as well as oil n gas services industry...but forsure OPEC will become less rich n worst become poor due to unbalance country budget which require at least usd100 per barllel...n it will make skpetro sevive but not as profitable/rich as before...thus skpetro down side risk is still very much there although the oil price rebound in spring-summer driving season is in progress.....
I tend to believe OPEC is likely the loser in this oil price war...

Probably fgv is just having technical rebound n potential down to below rm2 cuse palm oil is trap intect in bear cycle n potential down to as low as usd450 per ton...base on the chart n ma100/daily price ratio...
http://www.4-traders.com/MALAYSIA-PALM-OIL-16222/
....look like the death crossing is currently in progress....

.currency war started last year when us qe stop in oct...all are affected vs usd...more important to be in line with regional trend to avoid lose competativeness...

wounder why pbt just around 3% n the rest construction counters at least 8%...is this another good example counter like mas...turnover rmfew hundred mil but only but the pbt just rm3mil to rm4mil......

...what is the tp....

n dont think fgv will move up any time soon...

in general comodities n palm oil have been on down trend since 2010 (palm oil rm4k+ in 2010 n now around rm2300)....but the down trend still intect.....have to side line until trend change to bulish....palm oil expected to bottom out around rm1800 per ton at the cut off production price...anything below will make palm oil plantation run at lose...

may b oil currently making doubble bottom n on the way up to usd60/65 due to summer driving season in northern hemispere...

may b start move up by next week...... tp 50cent???

hope so...sleep for some time...time to move...?

waiting for palm oil/fgv crash.....may be in late 2015....??

any idea what is the TP....

wa good....see u fgv at rm1.50 in 3rdQ 2015....bye for now....

bye bye rm1.35.....see u later in end 2015....

dono but i dont trust ECB seem they just talk the talk....n likely never walk the talk...

may be goreng session cancelled.....???

careful on ECB QE which suppose to start at the Jan end.....all this while ECB just doing the talking on it since 2012.....dono this also could be another talking version 2015.01.02 which potentially disappointing to mkt....

these big players are selling FGV acting like Arab Saudi/opec with regard to oil & gas pricing....probably they are targeting fgv at rm1.50 before stop selling....

may be will start to swing up by Feb......i.e about 6 months from it started....if compare to oil drop in 2008...

dono what sort of game these big players are playing.....may be they arejust passing the shares among them just to trap small player to sell at low price...

to me the big player is the good indicator...if they keep on selling y do we need to buy....?

Liu,
that is also the same question that i have....n i rather side line from fgv n just monitoring n investing on others that have clear story line such as Zelan (construction stock)...good eps n technical analysis...

all at your own risk, yes for now it seem palm oil price has bottom out at around usd600....n look fgv has potential rebound at least to rm2.40....???

wah like that ka......?.....so fgv. rm1.50 by next week....????

haha when thing turn bad blame everything....but it is just a cycle up and down buy once it crash.....because i dont think people will stop using palm oil by tomorrow at what ever the price is...

haha when the huha become louder n louder everyday n even PM may talk about it indicating the fgvgadon is getting nearer n nearer everyday.....n guys get ready with your cash to buy during fgvgadon time...good luck n happy new year all...

close up 5cent not bad for year end...

i guess the logic is the supply-chain palm oil break down so the price goes up but the supply-chain system price itself going down because it break down...i.e. it doesn't mean if palm oil price going up fgv and the rest plantation stocks going up....

ckwan11d,
nothing so wise about it....it just things that happen everyday around us n just try to make sense out of it that all n hopping can make something n get a little benefit out of it....i think u can do better than me if u try to stitch together all the things, events, news, etc that u come across everyday.....happy new year n good luck to all...

ckwan11d,
I dont have proper darling stocks but what i have are all (about 40 in my screen) which have their own merit e.g gadang (construction) alot of projects which carry eps around 40cent for next few years, azrb (construction) alot of projects but some how eps just too small around 1.2cent n keep on monitoring...fgv i think u know the story very well,
skpetro, alam... for now they are at the sorry state due to cheap oil n just monitoring any shift in oil price up ward due to major policy change could cause it fly high....those are some of them....

but to me the more important is the one that related to the global n local big picture...
1. palm oil price
2. crud oil price
3. property bubble
4. EU QE - ECB will have the meeting on 22 Jan 2015 on this n see what the result...all this while the super mario ECB just playing with word n there is no major action taken to prop up the economic n bizz in EU zone
5. alot has been said about USA economy that so good lately n will it be able to drive world stock market to next level or just merely creating bear trap for all of us...

so those are some grandmother stories that i have in my head n with all the above, in my opinion the best option is to stay side line until the big picture is as clear as blue sky ....no snow no cloud that cause heavy rain n flooding...kikiki only then decide which are few best stocks to buy....

for now preliminary idea is i am going for plantation cause it has been in bear cycle more than 4 years....well let see until the trend change to bull cycle...

n construction as per 2015 budget provide MOF be able to find alot of money to finance rm80bil for 7 projects....

ckwan11d,
as i posted earlier for me i knew that commodities started to go down since 2010 and have been avoiding plantation stocks since then...and also property stocks cause to me property mkt in msia has been overly speculated, the bubble just too big, just waiting to explode in 2015???....

for last few years my focus just mainly on construction which not very much related to house bulding....n for now just to unwinding all my position just side line for a while with the following expectation :
1. msian plantation crash
2. msian property bubble burst
3. new construction projects come in per 2015 budget....for now likely will be put on hold most of them unless it really critical because MOF is likely run out of money due to oil low oil price and low palm oil price.....

looking fgv closing show potential rebound tomorrow....good luck all

i feel truly sorry to who ever still holding/own FGV....looking at the big volume with price dropping like this today it seem to me the bigger disaster is likely to happen soon.....good luck guys....hope it will not happen

andy,
the cheaper the better....like MAS also good just 25cent.....why not.....

kimkowlee,
i guess everything has it own cycle.... economy,commodity etc...if we will be able to dance and sing along with it we be able to get some benefit out of it.....n related to fgv i tend to believe epf and some other big players are shorting the stock.....so wait till they stop shorting only then we start buying....

who else is supporting n buying all epf trucks load dumping if not king crab....mmm today is a good day fgv is cheaper by 6cent....

Ring,
wow good news n due to that fgv open already red down 4cent....

kc888,
TQ for sharing but the big question is why big investor such as epf keep on dumping fgv share by truck loads daily.....kikiki mmmm my stupid guess may be epf and other big investors are playing russian rolet with fgv ....kikiki