.......cheaters

No more passive investments’, says TS Wong: MYE.G. Services Bhd (MyEG) managing director and major shareholder, Wong Thean Soon, has categorically denied that he is looking to takeover Malayan United Industries. “I acquired insubstantial shares in MUI and Palette Multimedia Bhd as passive investments. Unfortunately certain media quarters have extracted these information from the annual reports and published stories that created the misperception of impending M&A activity,” he said. “I wish to clarify that I have disposed all of my shareholdings in MUI and Palette and will refrain from making any passive investments in listed equities in the future

X
When i was working in Kok Foh Estate 1970, Bahau , mgr an Australian white, 100% field supervision n if he finds 1 loose fruit in field he will not hesitate to sack. He says every loose fruit is the profit.With DxP material yield was about 24 mt n OER 24-25% this is due to nothing but supervision. Now i hear must get high yielding materials to increase yield.My advise to them pls go all out to check on supervision. All the merger n demerger becoz lacking in field supetvision

http://www.theedgemarkets.com/article/trive-china-co-plan-solar-energy-jv

Badly in debts

http://www.theedgemarkets.com/article/stock-momentum-malayan-united-industries-0

Answer : I was working with these GLC estates n what went wrong n what may go wrong:
1. Reduce paper work so mgrs n asst mgrs can spend 8 hrs in field supervision
2. I know of a guy who joined S from IOI as a Snr Asst but ran for his life back to IOI as the paper work is mountain high

Action to take:
A) Select certain estates n top employees shd personally check on field supervision
B) Employ fresh graduates n give them IOI training on weeding n fertiliser application n report direct to MD
C) Graduates also keep record of number of palms/ha n sterile palms
D) fix CCTV at office entrance to chk movement of field supervision
E) 100 % field supervision or SACK which is being done by IOI KLK UP that i know.
F) revebnue sure on the minimum can see an immdiate increase of 1 mt/ha/annum, 500,000 ha @ 1 mt = 500,000 tons of fruit @ RM700 cost of fruit per mt.
G) year in year out auditors come to estares n give report but still yield only 19.4 mt for a change these guys shd be guven wide powers to do field audit
13/11/2017 08:05

http://klse.i3investor.com/m/blog/kianweiaritcles/137947.jsp

Sime Darby Plantation’s fresh fruit bunches for its financial year ended June 2017 was a blended 19.4 per ha per year. It is the highest in Papua New Guinea (PNG) where it has New Britain Palm Oil Ltd as its core holding generating almost 24 tonnes per ha. In Indonesia, the yield is 16 tonnes and with its tree profile ageing, there are plans to use the seedlings from PNG to hasten repla

Other plantation Cos' are in the 25-30 mt bracket. At 19.4 mt yield very low and not in the oil palm buisness @ 7.78 bln debts probably no didvidend

Sime over next Fgv may start their news to survive

Sizing up Sime Darby’s demerger
http://www.thestar.com.my/business/business-news/2017/11/11/sizing-up-sime-darbys-demerger-breakdown/

http://klse.i3investor.com/m/blog/Ilovehit2/137405.jsp

http://klse.i3investor.com/m/blog/Ilovehit2/137869.jsp

Focus : With the demerger "Sime Plantation" will shoulder 7.78 billion of debts n more, also they talk of replanting, so what is the price going to be upon listing n how much dividend they can pay.

Whatever you do there must be comittment, accountability to the stakeholders

Sizing up Sime Darby’s demerger
http://www.thestar.com.my/business/business-news/2017/11/11/sizing-up-sime-darbys-demerger-breakdown/

Malaysian party keen to buy Khoo’s MUI stake: A local party is understood to be interested in taking over Tan Sri Khoo Kay Peng’s stake in Malayan United Industries Bhd (MUI). A source said the party has approached Khoo through financial advisory firms. - Reuters

MUI shares attract trading interest
http://www.thestar.com.my/business/business-news/2017/11/10/mui-shares-attract-trading-interest/

MUI active, up in early trade
http://www.thestar.com.my/business/business-news/2017/11/09/mui-active-up-in-early-trade/

YIELD :
1. 10 yrs ago merging done to pay dividend of 50cts but failed hence the demerger
2.After merger they completed the replanting but could only get 20 mt so no 50 cts divudend n over head also very high like MAS so demerger.
3.At 20 mt my opinion they may pay divudend of about 20cts so share price may be about 3.00
4.High yielding seedling, each palm must be taken care like a baby which means for circle spraying u shd not spray but must do hand weeding to get optimum yield.
5.I want to hear talk like a) we want to ensure mgrs spend 8 hrs walking in the field otherwise we sack them b) appoint field audit assistants who shd be given IOI training n implement IOI standards c) Audit team shd report direct to MD.d) directors shd select certain estates n they themselves shd supervise the manuring of 100% supervision. Sure yield will increase n other estate mgrs who get lower yield may get worried?

Value will also come from Sime Darby Plantation’s plan to improve its oil extraction rate and fresh fruit bunch yield. “They are planning to improve the OER to 25% and FFB yield to 25 tonnes per hectare, which will create value after the merger,” says Chong. “They are also doing some aggressive replanting to improve the age profile. The yield improvement will come gradually, though, as they only aim to achieve these targets by 2025.”

http://www.theedgemarkets.com/article/waitandsee-stance-sime-darby-split

Fgv sure loss lah, I invested hoping got assets injection n felda land is returned n good riddens to bad rubbish LLA

http://klse.i3investor.com/m/blog/Ilovehit2/137405.jsp

http://www.theedgemarkets.com/article/dnex-bags-subcontract-encrypt-rfid-vehicle-entry-permit-tags

http://www.theborneopost.com/2017/11/05/bountiful-budget-to-spur-activities-in-2018/

http://www.theborneopost.com/2017/11/06/good-catalysts-next-month-for-local-equities/

All kinds of talk is hopeless. Question, you are the oldest in the plantation industry hence why u are not able to get the yield similar to IOI, KLK or UP. Now talk of demerger, high yielding mayerial etc etc.
Main issue is make the mgrs walk in the field for 8 hrs supervision. Best manure for the field are the "managers footprints".......Unnecessary unproductive talking plenty of paper work. Reduce talking n paper instead all including the GM, directors must walk in the field where u find money.
Cacultate fir yourself for every increase of 1 mt of fruit per ha annum, what is the profit like. Always talking talking but achieve nothing

......step by step developments have to take place. You know Sime on demerger now, overhead very high just likevwhat happened to MAS. Malaysian Cos only take care of their employees to make them happy and very often forget share holders. So now fgv is doing house cleaning n Sime doing the same thing. GLC, mas was in trouble, now Sime n fgv, why glc so weak in their performance.
So please dont worry soon got news

Before Z was suspended suppose to inject new assts into fgv n felda land suppose to be returned. LLA had been always an uphill task for Z which he commented in the edge. So i belief this is coming. B4 they approach thevtakeover of fgv need to do house cleaning n now VSS has started.

http://klse.i3investor.com/m/blog/www.eaglevisioninvest.com/137116.jsp

http://klse.i3investor.com/m/blog/www.eaglevisioninvest.com/137180.jsp

https://m.malaysiakini.com/news/400573

http://www.theedgemarkets.com/article/cuscapi-active-jumps-476-cutting-share-issue-onethird

http://klse.i3investor.com/m/blog/Ilovehit2/137053.jsp

All the IPO proceeds of 5 bln misappropriated in 5 yrs

http://www.theedgemarkets.com/article/moodys-downgrades-sime-darby-baa3-demerger

Majority shares held by Directors so easily can be manipulated. Co running on loss but they have parcels of land which have not gone for "revaluation", to me the price is good to enter

Good lah if they are rich

Opposition is strong n Harappan targetting 11 parliament seats so every vote counts for BN so felda seats are very critical so fgv have to go up to make poor malays happy

I feel got news

For now 1.90

???

IOI Corp sees CPO trading above RM3,300 if La Nina sets in
http://www.thestar.com.my/business/business-news/2017/10/30/ioi-corp-sees-cpo-trade-above-rm3300-if-la-nina-sets-in/

http://www.theedgemarkets.com/article/market-refocus-fundamental-says-hlib-research

Digital Economy

More tax incentives, investment grants, capital allowances and start-up funding may be allocated to promote investments in the digital economy and other high technology sectors, CIMB Group Holdings Bhd. said. The government is expected to highlight changes to the law to collect tax from transactions in goods and services done via e-commerce platforms between foreign companies and local consumers, which will broaden the tax revenue base, Maybank said.

http://www.theedgemarkets.com/article/sumatec-active-jumps-10-plan-take-control-rakushechnoye-field

http://www.theedgemarkets.com/article/subdued-start-klci-banks-drag

http://www.theborneopost.com/2017/10/22/the-week-at-a-glance-22-october-2017/

http://www.theedgemarkets.com/article/hidden-tech-supply-chain-techfast-surges-400