why argue until the cow came home. As long as cpo price average 4 k jaya tiasa will earn decent earning and give dividend. Its value of all plantations and timber concessions combined is much higher than its total market capitalisation. Compared this with many other companies with bigger capitalisations but with peanut earnings and dividend.

Compare apple with apple. Sam eng is a much more higher end technology company
as compared with UWC. Sam has numerous factories in Penang, Thailand n Singapore with annual turnover above one billion. Sam faces short term challenges. Look at the management and ownersship as well.

Good performance as compared to most ATE companies. PE much lower than all the other semi con and ATE companies

just curious. have their new solar panel factory started mass production

Investing in this company, with strong asset backing, diversified business locally and regionally with net cash of more than 2 billion is very hard to go wrong. Sometime you unlock value of assets and realise a subtantial profit is not a bad move especially if is a old hotel that has low occupancy and reguires substantial cost for refurbishment. After a restructuring of the major shareholding in the company, I suspect things will be much better going forward. Also their dividend policy now is much much better than prior years,

so, quarter to quarter assessment of the company may not be best judge of the company

As a conglomerate and major businesses overseas that includes hotels, automobile and plantation, there is always effect from foreign currency movements including restructuring effects of the group. Looks for management, cash flow and business prospects of the group. Also NTA/net cash holding as a safety margin in a prolong economic downturn that will affect many industry.

Investing in pure plantation companies ie oil palm planters and millers (exclude refinery) have to look at few important factors. Firstly is the seasonal high and low fruiting season. Normally first quarter of year is the lowest harvest season. Thereafter fruit production should gradually pick up. Also the price of CPO in the first half of this year which should be lower if compare against year to year 2023. Also important is when they spend heavily on fertilizer. Off course management and honesty is key important.

For those who are new in the market, buy this stock and keep. Very difficult to lose
your money. Fundamentally strong and rich in assets stock. Hope the restructuring of their shareholding structure will bring good news. Disclaimer is buy at your own risk

Control by private equity purely for profits while naive retail investors believe blindly on them. High valuation
and high PE to suck in naive investors to buy their stocks.

Now open the floodgate for more people to sue CTOS, especially if they delay in updating customer
information.Like when a defaulter already settle a bad loan, while CTOS record continue to show that the
customer is a defaulter. Cheers to consumer right

CTOS model of business is causing the less well to do unable to obtain loans due to their disregard










CTOS business model of providing credit scoring for financial institution to rely on is
causing the lower income group to suffer as they have low scoring thus unable to obtain loan.
Their system is too rigid and not flexible thus causing tremendous hardship to the less
fortunate to obtain any loan. They should just stitch to collecting data while letting the financial
institutions/credit companies decide whether to grant a loan to a borrower. The recent High court
decision is a wake up call for Bank Negara Malaysia to blindly allowing CTOS to behave like a bank
Cheers to consumers

fundamentally cheap

Aiyo. Tun Daim has already lost his influence in awarding contracts. Businessman like Chong are pragmatic and
will keep in touch with those in power so that he continue to do business and get contracts. Look at the new
contracts awarded to the company the past 2 years. Same as Vincent Tan, who is friendly to all politicians past and present. Someone is intentionally trying to tarnish Chong name. Maybe because of the court case he won recently

Both Tey and Ooi are former directors of Protasco Bhd. The company was misled by the 2 directors to invest
in Indonesia. High court found them guilty. They are well to do individuals. If Protasco is able to recover just
half of the judgment sum, will be good enough.

Refer to the recent sales of plantation assets by IJM Plantation an TSH. Plantation land are valuable and hedge against inflation. With positive outlook on palm oil industry and stable timber sector, how is it that the company is bad to invest. I petty naive retail investors getting wrong information. On the comment by auditor, it is just a qualification which is not a warning that the company is going down the hill.

To say that the company will be PN 17 company is totally irresponsible and uncalled for. For goodness sake, please do not deceive or unknowingly cause people to panic and sell the share in the company. The total borrowing in current liabilities refers to bank borrowings that are either overdraft or revolving credits provided by banks. This borrowings are normally for working capital and not for capital expenditure. The company also has more than 100 million of undrawn credit line from bank. Meaning a good amount of buffer for working capital. Coupled with positive cash flow from business, the borrowing level is not at alarm level. So, it is beyond comprehension, for someone to say that it will fall in PN 17. The company strong and valuable underlying assets can also be sold if needed. Even in a recession time, the company will not fall into PN 17 for all the reasons mentioned.

For those who are quite new to investing, try to make sure u do not get burnt with your capital. Refer to my previous posting on plantation sector and have a better understanding rather than getting confused by some of these extreme comments on bullish or bearish comments. Always keep some spare cash so that you can buy in the event market turn very bearish. I repeat what I said previously, invest in companies that have some underlying good assets that will appreciate over time. Not like the oil and gas sector (generally and not all )

Invest using your spare cash for decent return which should be better than putting your excess fund in bank that currently give u a return of 2% or maybe 3% p annum by year end (in view of rising interest rate). Plantation stock should be good at least for this year due to many reasons that are already in news. I noticed many remarks and comments by some of so called investors here are sometimes very extreme.

Calvin, in terms of per ton basis, what is the current price of sunflower oil and soyoil in USD. Just curious what is the price difference or premium against CPO

Whether the european or americans buy palm oil products or not, if there is a worldwide shortage of edible oil, the demand for palm oil based cooking oil will still be good. Simply the other developing countries like china, india and pakistan who are big customers will continue to buy as long as the price is cheaper relative to soyoil or sunflower oil.

Historically, I cannot remember any plantation companies that have their share prices dropping by 90% and not recovering thereafter. Even if the companies incurred losses, the land their own appreciates in value and may be disposed off for a profit

I have being most reserved on oil & gas related companies in malaysia except oil exploration companies. Research houses past few years have been constantly recommending investors to buy. What has happened now. Look at Barakah, Sapura and UMW Oil and Gas. Share prices have almost fallen more than 90% and chances of recovering is almost zero. In a downturn, oil and gas companies only own equipment and ships that are as good as scrap. Not to mention, most are not well managed.

If you are a short term trader, then you might not want to buy plantation stocks, partly due to EPF selling. Look at TSH share price. EPF has been selling quite some time from 1.20 per share. Now, TSH is at 1.70. EPF has to sell share to raise cash for covid related withdrawals. Even last year EPF has sold a portion of their foreign portfolio. EPF has also being selling KLK and United plantation bhd shares at lower level. Anyway, my sharing of info is for those who may not know what is going on. It is not a recommendation for you to buy plantation shares.

To compare glove sector and plantation sector is totally misguided

Generally plantation stocks are safer to invest because the underlying assets, mostly plantation land appreciates in value over time. Is like a inflation hedge. However all plantation companies earnings over quarterly or yearly are erratic and dependant on price of CPO and off course efficiency of management. Over long term, you may not see spectacular share price increase. However is a safer investment. Look at United Plantation Bhd financial performance which has over years improved although there are up and down. Again, most share investors are impatient and only look for short term gain

To prepare seedings and young plants already about 6 months minimum. Thereafter start to fruit from 3 years onwards. Between 4th and 5th year, the palm trees will bear fruits that are very small and oil extraction rate will be very very low. Even at the 5th year after planting the sound palm on ground, the planter cannot breakeven.

3 years impossible lah.

No more selling of this share by SBI. Fundamental strong stock. Are u aware that 2 days ago RHB bank launch Year 2021 Top 20 Malaysia SmallCap companies . One of the 20 companies is N2N connect.

Oh. Net cash of more than 100 million (inclusive of liquid investment). Not 100k. Coming first quarter net profit should double compared to 2019 first quarter.

So would u buy

Look at the fundamentals of this stock.Strong financials of positive cash flow and net cash of more than 100k. New shareholder ie Ant group. No share overhang from SBI selling. Transfer to main board anytime soon. Interim dividend to be declared of about 1.5 cts.

any news

Realistically, dividend will b about 30 to 35 cents. This is quite commendable already.

Off course will be good. But how much better

world wide interest rate on rise. No cut in OPR anymore. Good for banking stocks

Oh. Purely chart wise. Any fundamental news

what is that. can pl explain

thanks guys

Singor. RSS tenor is for how long duration.

Another small piece of advice (my apology if I offend anyone) about the call warrants issued by Investment banks. They are all worthless rubbish issued for profit by investment banks (who always profit from issuing these warrants).
At the same time these warrants disrupt the true value of underlying shares as the investment banks issue buy or sell calls rectlessly.

I especially feel sad and pity that those new and naive investors are always played out by these so call expert investment banks or some research houses. Base on my years of experience, I wish to remind you not to blindly follow their advices but to critically analyse. Look for more well managed and stable companies to invest in to protect your savings. Be careful of those companies owners who frequently promote their stocks instead of spending time building up their businesses.

Just a small piece of advice to investors. If you follow blindly to all news from investment bankers especially Kenanga, the endgame is you will lose your savings. A very good example are the buy calls by investment bankers just few months ago. Every fortnightly you have these so call expert investment banks upgrading buy calls on top 4 glove counters. Go and read the buy calls by Kenanga last few months on these glove counters. You will notice their reckless and unprofessional buy calls. But when vaccine news came out in November, they never downgrade or advice u to take profit. As for Bat share, I think it is a safer and dividend stock for you to ponder.

Historically low volume stocks like Bat will not attract any short selling. Most investors in this stock see good value and growth potential in earnings

Batman is professionally managed not like Genting group that has so many issues of bailing out major shareholder's ailing companies. That is to say related shareholder transactions that badly affected minority shareholders.Dividend policy that has been very consistent and generous. Can anyone name how many companies in Bursa Malaysia that is so generous as Batman. Although Batman business has been on downtrend past few years, there seems to be a turnaround after restructuring exercise undertaken by company and positive impact coming from recent Budget announcement.

testing

Read the full TA securities report today. There is an intentional or genuine error on target price mentioned here in KLSEi3. The buy call by TA sec is now revised upward to 1.15 . Hopefully will cheer some of u.

This will be my last comment for investors to read. Telekom Malaysia, Green Packet and many companies also talk about 5 G. Look at Green Packet story. The company is in news every day about technology. But company never add value to shareholders for past years and pay a single cent dividend.Yes it is a growth story. But how much actual profit will it bring to companies and add to shareholder value. Best of luck to all. Most importantly is stay health.

I hope my clarification will help investors to make a better decision in buying or selling N2N share.An example is JF tech. Company just announce last quarter result of about 3 million with EPS of 1.5 cts. For whole year its EPS is 3.8 cts. The company share has sky rocket to more than RM 4.00 giving a PE of 55 times.

SBI Japan is a strategic investor 2 years ago. SBI also signed a MOU with N2N early last year with ultimate intention to use N2N trading platform for crypto trading in asian region.Looks like this plan may not be fruitful as planned for whatever reason. What I can guess is our govt vide SC is very slow in coming up with a comprehensive framework for crpto ...... in malaysia. Assuming SBI is not keen to continue with their tie up with N2N, it is not the end of the world. N2N still has it's existing business in malaysia, Hong Kong and other asian countries. Read in thie website about N2N new Asian trading platform. Assuming SBI will continue to sell down. So what????????. There are many SMART investors out there who are happily accumulating the shares at discount.