s3phiroth

s3phiroth | Joined since 2019-05-20

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

266

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
266
Past 30 days
1
Past 7 days
1
Today
0

User Comments
Stock

2 days ago | Report Abuse

FYI, EV requires double quantity of wire harness compare to conventional ICE vehicle.

Stock

1 month ago | Report Abuse

Double bottom formation is in the making!

Stock

1 month ago | Report Abuse

conlan7firm cod delay again! run for your life!!!!

Stock

1 month ago | Report Abuse

Time to run? Wte delay again???

Stock
Stock

1 month ago | Report Abuse

huge roadblock ahead! Sell now or never!

Stock

1 month ago | Report Abuse

Any idea when is the official cod of tanah merah wte? The years of project delay really brings cypark down to their knees...

Stock

2022-09-01 06:32 | Report Abuse

Limit down inkambing....

Stock
Stock

2022-08-31 20:04 | Report Abuse

Limit down tomorrow!

Stock

2022-08-31 20:03 | Report Abuse

Limit down tomorrow!

Stock

2022-08-10 17:08 | Report Abuse

on contrary, there is no slowdown in data center at all. In fact, it is the only semicon sectors that still registered growth in last quarter.

Stock

2022-08-10 16:28 | Report Abuse

pc is irrelevant. Dufu can make 10 times more money on 1 single 20TB hdd used by data center than 1 single 2TB hdd used by retailers.

Stock

2022-08-10 16:21 | Report Abuse

no one uses hdd on their pc or laptop since many years ago....hdd is mainly use to store big data only...

Stock

2022-08-10 16:08 | Report Abuse

they thought dufu is still very dependence on pc sales but those old days r long gone. They have no idea that data center is a new gold.

Stock

2022-08-10 16:05 | Report Abuse

many ppl sell dufu because of the weakness in pc demand since dufu is a major global player in hdd's spacer ring...

Stock

2022-08-04 19:36 | Report Abuse

game over man! game over...

News & Blogs

2022-06-01 20:46 | Report Abuse

It is time to run whenever u see kyy asks u to buy.

News & Blogs

2022-05-24 13:15 | Report Abuse

The low production output in Q1 has nothing to do with any other factors but the nature of palm tre.

News & Blogs

2022-05-24 13:12 | Report Abuse

I am shock that now only kyy knows that Q1 ffb output is always lower than Q4.

Stock

2022-05-23 15:30 | Report Abuse

how did u get the number 17000m3 ?

Stock

2022-05-23 11:45 | Report Abuse

Jtiasa is very weak compare to other plantation small cap, qr bomb inkambing?

News & Blogs

2022-05-23 00:30 | Report Abuse

Well, these monkey analysts were bearish on cpo since 2020.

News & Blogs
Stock

2022-05-20 23:24 | Report Abuse

I wish they reduce the investment in money market fund and give us a special dividen. Afterall, the return of money market fund is very low although it has very low risk. IMO it is better return these money to shareholders.

Stock

2022-05-20 13:18 | Report Abuse

Cpo shot up because Indonesia announced new policy for cpo export...a modified version of earlier dmo policy.

News & Blogs

2022-05-19 19:25 | Report Abuse

palm oil gameover!?

Stock

2022-05-19 14:25 | Report Abuse

FYI, Malaysia lumber/log price has decreasing consistently since early this year because the supply constrain eased after mco.

Stock

2022-05-19 12:10 | Report Abuse

if u guys were in furniture stocks rally 5-6 years ago, u guys should know that exchange rate plays a more crucial factor in profitability.

Stock

2022-05-19 11:13 | Report Abuse

msia retail investors r funny because they r bullish whenever the raw material price increases, vice versa. The best recent example was mflour surged when wheat price spiked due the india's export ban.

Stock

2022-05-19 11:10 | Report Abuse

lumber price is not same as panel board price! lumber is a raw material for panel board!

General

2022-05-16 19:54 | Report Abuse

Elon musk: Car price jacks up 300% after all taxes and excise duty? No thank you.

Stock

2022-05-15 19:17 | Report Abuse

Most likely indonesia will impose an even higher tax and levy to subsidize the domestic cooking oil price the moment they lift the export ban.

Stock

2022-05-14 15:01 | Report Abuse

Simeplt has only 25% of land bank in indonesia and it is a supported by foreign funds.

Anyway i do agree that the rapid falling of tsh is over done. But then i still favor pure msia planter...

Stock

2022-05-14 14:46 | Report Abuse

Posted by sunnyspoon > 28 minutes ago | Report Abuse

Anyone know reason going down soooo fast????

.......................,............................................
Indonesia bans palm oil export and 80% of tsh palm oil land is in indonesia. Hence the rapid falling.

But the ban will not last forever. Indonesia is expected to lift the ban by end of this month. Personally i strongly believe indonesia will replace the ban with record high export tax and levy in order to subsidize the domestic cooking oil price.

Given msia's intention to cut export tax, i would say pure msia planter will outperform those indonesia counter part.

Stock

2022-05-13 20:36 | Report Abuse

The amount of money they put in money market fund is about 45cent per shares. How nice if they return just half of it to shareholders....

Stock

2022-05-13 20:30 | Report Abuse

I notice that flb put a lot of spare money in money market fund. Does anyone has any idea why they do so? Wouldnt it nice if they return the money to shareholders as a special dividen?

Stock

2022-05-13 09:47 | Report Abuse

US plywood ppi data yesterday was still at high level...

Stock

2022-05-12 12:35 | Report Abuse

according to the report, the indonesia export ban could last until july. That is why tsh is going down because 85% of their palm oil land in indonesia.

Stock

2022-05-12 12:15 | Report Abuse

Hope there will be a special dividen when they recover rm13mil.

Stock

2022-05-12 09:42 | Report Abuse

like i said, panic selling was expected. Just the magnitude of panic selling was much lower than my expectation.

News & Blogs

2022-05-12 08:57 | Report Abuse

msia cpo stock level improved because the oversea buyers temporarily stopped buying and consume their domestic cpo stock only. Nevertheless their stock level wont last long indefinitely. They will eventually start buying again.

If u read the latest release from the cargo surveyor, u will know that they started buying fenzy early this month, which is about 40% more than the same period last month.

Stock

2022-05-11 23:43 | Report Abuse

But then the price had dropped 20% from the recent top rapidly. So the competition for cheap shares tomorrow could be huge.

So sendiri pandai pandailah...

Stock

2022-05-11 23:31 | Report Abuse

king, maybe i should rephrase myself.

To those misinformed newbie investors, it is a bad result because they dont know the strong seasonality of palm oil industry. So, their panic selling is very much expected.

if u r a smart veteran investor, given the similar cpo price range, then u should know Q1 result is always lower than Q4, Q2 better than Q1, Q3 better than Q2 and Q4 better than Q3.

that is why i said tomorrow is a perfect opportunity to buy cheap at the expenses of noob investors. Maybe not RM1 but definitely lower than today's close.

Stock

2022-05-11 22:00 | Report Abuse

well john, u dont know that...plenty of ignorance newbie investors who have no experience and knowledge in the seasonality nature of palm oil trees.

Stock

2022-05-11 20:24 | Report Abuse

john, trust me, not everyone knows that. I guarantee got noobs panic selling tomorrow. Those smart one already sold at above 1.2 and start to collect back tomorrow onward.

Stock

2022-05-11 18:42 | Report Abuse

Rm1 come to papa tomorrow!

Stock

2022-05-11 18:40 | Report Abuse

Bad result is expected because Q1 always lower than Q4. Market already knew that that was y free falling from above rm1.2 in just a few days...

If u do your homework compared the monthly production figures then u should sell last week and buy back after qr.

Stock

2022-05-10 18:01 | Report Abuse

Many of those who bought upon breakout at 1.62 are panic and cutting losses since yesterday.

i am happy to collect back my shares at much much lower price now.