hope this will do to drbhcom as well .... just hold in patience, the movie will start soon .... buy seat before it start the show soon .....

Does this month result make the price fly high ? Will it break 1.30 soon ?

TP: 4.80 by this month when good result is announced ..... just nonsense sharing ...... Next target price will around 5-6 is when by May-Jun'17 .......

Hope to break 0.30 soon ...... and next level move to 0.310-0.325 level ....

walao ...... crazy stock ...... goreng by Mr. Foo ???

Momentum is back already ...... hope these few days can move to next level 0.67-0.685 ....

if other stocks, like FGV, Sime, etc is moving, DRBhcom will move as well ..... 1.18 road block once removed (either eaten up or remove sell q), will move to 1.22 ..... TP: 1.50 (nonsense sharing)

on the road to 50 cents, hold tight, your after CNY ang pao

AGM this month ..... right and bonus issue for approval ....

Good result coming ..... When by end of Feb, price will be more likely above 3.50 .... haha ....

TP: 4.00 in short term ... TP: 5.0 in mid to long term .....

Just a nonsense sharing ....

新一年，祝大家股市鸡会一箩箩，赚到满满的。。。

疑是水鸡年，可鸡遇水变凤凰，凤凰年可就是丰收年。。。很油水的一年。。。

祝大家发啊！

Taan and MKH is started to have good move already ..... the consolidation I think is considered done already .... time to move more upward .....

cut loss @ 0.495 lost 2 bits ang pao pulang balik sad

very hoseh this time, but today must break yesterday peak price before next journey ......

Just hope ....

In morning,
Shanghai turn green
S&P turn green
Nasdaq turn green

Then afternoon,
Shenzhen turn green
Nikkei turn gren
Dax turn green

HSI turn big green ..... just hope only

brought C62 ......

today earned some ang pao sold H67@0.245

The company said likely will give dividend year 2017, the Company is starting doing good from year 2016 if not wrong, before that not really good .....

Hope got dividend announcement perhaps in 1st quarter 2017.

TP 0.50 ........ (Dnex own value is 0.30 + 0.20 oil field so total 0.50) Just nonsense sharing ....... anyway, stock will break 0.30 soon and any price below 0.30 may consider a good buy. Buy at your own risk.

Duit not understand how come your capital invested is 115509 which is 15K more than others at initial capital of 100K. Looking at return, the return also not seem like 24% return, instead maybe around 8%-12% in between.

Noted thks, just now misunderstood your discussion.

Tomypack is a good company as due to following
- good dividend yield
- good management team, the boss 林汗水 is from Johortin, and the way he managed Johortin will bring Tomypak business to a better future
- new factory commenced in this year will bring production capacity to maybe double of existing production capacity
- flexible packaging a good market business and major customers including Nestle, Oriental, Maggi, Mamee, etc
- current price look attractive and downward risk is lower

All the best to you.

hi abangadik dividend can cover time needed to wait out .... what do you mean on this ? Appreciate if you can explain.

Boaz congrat .... big kaki here

I think HSI zig zag around 22930-22980, not good to hold overnight due to decay, today not big action by MACQ.

It is ok, anyway today will try to break 23,000 .... good for C62 ...

ayam, C62 got dividend ...... how can ? banker give dividend on spread ?

Today want to buy H67 at 0.30 but changed to buy others ..... haha ....

Holland no. 5 starting new uptrend, may have fast and furious this few days .....

Holland no. 6 SXXXXXX .......... I think now is time up move upward further .......

checked out 0.315 earn nasi lemak duit haha

too strong HSI no matter how red outside ...... my place keep raining and lightning strike, internet very weak ...

checked in hotel 67 at 0.31 ..... try luck

yalo price keep up don't let people buy ....... sad ....... if using bonus issue 1 to 5, current price 4.26 should be 5.11. The resistance level is around 4.30+-, i think should have a retracement later (I am not TA person, but maybe RSI, stochastic. MACD suggest that price may trend bit higher and then will retrench)

By the way no bullet to buy ..... so 6c6c first .....

Noted Naga, just kidding lah ....... No one interested at Holland trip lah, later complaint like complaint KYY, CPTeh, then I die liao .....

Some more, my phone sudah lama and rosak liao ...... kikiki

long term frame still favor in C ......

If me, I will focus on quality and quantity trade, some more still stacked in others ...... I sideline first .....

花谢花会再开
只要你愿意
只要你愿意
让梦划向你心海

DonC and thenewbee, reserve 2 VVIP seats for you if next time open Holland tiligram ..... but should be long long time haha

Thenewbee Holland no. 5 pls refer to previous comment at pg 568 ..... please note that this stock has some downward risk before next surge .... must break 0.605 today or tomorrow ......

Wish you all of you good luck today.

Thanks for 2B sharing.

Thanks Shermen Manstar and dinsona, if got Telegram, then I will let you know and reserve VViP seat for 3 of you out of limited 20 seats (still using Nokia 3310 difficult to access Telegram haha) ...... Temporary I still share my view and holland stock pick here ......

Hope above Holland stocks will obtain a superior/excellent gains and hope all of us will do well in bursa trading.

Tomorrow will be an excited trading day!!!

HSI no comment on Monday direction, since direction is there, end result also there, kikiki.

This month theme play, still on O&G counter, next week should be some reshuffle between O&G counters, those PN17 and lot of debts company, you need to skip since price already pushed up double for those creditors, ah long and bank to cash out their shares, frankly speaking, at this current price, those heavily debts one may not that easily to turnaround their business. You need to focus on those existing having profit one and still lag behind one. O&G upstream activities including E&P and EPCC. EPCC is holland no.1 and E&P is holland no. 2 and no. 6 these 3 shares still lag behind, upward potential still big. One thing to say when those commodity price being recovered up, first recovered one is upstream one, directly linked to CO price, then finally by offshore support one.

Secondly, expecting CPO price will continue downtrend, may touch 2,800 per tonne within 2 months and in subsequent following months will continue to go down to 2,500-2,600 as a support. If you noticed recent increased in export value in CPO is due to surge in CPO price and not due to increased in demand, export qty is in the trend of decreasing which due to lower demand from consuming countries and soybean price. So if CPO production keep increasing in both Malaysia and Indonesia countries, and supply do exceed demand by lot, CPO stocks will keep increasing and this will impact future CPO price. PE ratio is quite high for some palm oil stocks due to recent price hike, if not wrong, there will be some downward adjustment on palm oil stocks, how % downward adjustment you may derive yourself that CPO price how far it will go down to. But my Holland no. 3 not affected since this has 2 business activities - one in property and one in plantation, besides I chose this is because in Indonesia, first weather, second soil, third low cost worker fourth no levy issues fifth no issues in shortage of workers ...... if I am not wrong since i did not study in detail.

Holland 1 ..... Monday will touch 0.40
Holland 2 ..... Tuesday will touch 0.30
Holland 3 ..... Monday start engine to run
Holland 5 ..... Monday will start crazy run
Holland 6 ..... ??????????

Anyway, just my nonsense view, if you want to go Holland, please join me, if don't want, just ignore above comment.

Next time should open one Holland stocks telegram, dont know who interest to join, haha.

Forgot to add one more thing China is the main importer for CPO, expecting this year the consumption will be reduced due to economy slowdown .....

Probability,

There are few things that may drag down the CPO price:
- Soybean price (this year may have good harvesting)
- MYR will be strengthened since downward is limited
- FFB/CPO Production become more and cause stock stacked up and this will affect price and also supply more from Indonesia market
- The upward of CPO price is limited to USD60+-, so if upward limited for CPO and soybean price will not move CPO price further up.

So CPO price may have started to move down perhap from qtr 2 or 3 .... but may still well stand above 2,500-2,600 per tonne.

Just a 2 cents sharing. If shares price keep climbing up where CPO price turn down and margin may not high ....... this will shock the share price in a day if keep pushed up.

Holland no. 5 SYF

Suggest you don't buy, downward risk is about 2 cents+-, upward potential is to 0.75 or more. Really bring you to Holland, unless you stubborn, want to go Holland with me to see Dutch Lady sexy sexy behind the window.

Why SYF:
1) unbilled sales 200 million for existing project including Lavender Residence Sungai Long, and new launch for new phases for Lavender Residence development about 195 million
2) 3 new engineering board plants, lifting annual capacity from 80,000 cubic metres to 380,000 cubic metres by mid of year 2019. 2nd plant commenced in Dec'16 and ramp up to utilization rate about 80% by Mar 2017
3)Last year 56.7% shareholding stake in Mieco Chipboard Berhad (annual production capacity is about 900,000 cubic metres for particle board) purchased by SYF major shareholder Ng Ah Chai. If early of this year Mieco production business can be amalgamated into SYF, then this will further boost up SYF revenue. Hope there will good new on this.

So, this is very the Holland stock because this year results will really bring you to Holland, if you really want to see Dutch lady sexy sexy.

Ok then should be many gems flooded at i3 liao .... haha ... I think you had brought a lot plantation shares ...... sure one day win big big liao ......

Probability you really hard sell the plantation counters, saw you posted at every plantation counters on above message. Like goldentriangle style liao. Haha.

Today I had seen the new that the CPO price is dropped. Since this few days had up so much, why not have a healthy correction before further climb up. Let people has chance to buy ma .....

There is still uptrend for O&G counters next week, this month will crude oil price will test USD60 level. For EPCC, KNM is preferred counter for me and price still lag behind compared other counter.

Early of next week, KNM will test to cross over 0.40. All the best to all of you.

probability, now you know cost structure different between you and plantation company ...... I am not going further to refinery process ....

For info those plantation site clearance and development expenditure, I wont directly put into profit and loss account, I will put under plantation development expenditure, and once developed and palm oil tree started to produce yield, then will amortise accordingly over the amortization policy, normally within the yield periods, 15 years-17 years....

If not mistaken, unplanted areas is about 40% to 50% of total land bank, each year most likely is 2000 ha+-, since don't think one year can development so much and cost is the concerned. But anyway development cost will not direct impact to P&L until being amortized when income is started to be generated.

Last few years negative margin, now you can get "500%" increase in margin liao, don't worry, just kidding lah. But anyway congrat you in right business now. Wah, you also in refinery business, you really a big boss.

Anyway good to discuss with you and we all learnt together.

probability, actually this does not matter whether timber accounting for 40% of revenue or not, even I had excluded the timber portion, this also does not as what you mentioned in 10% in CPO price derive 50% in margin. The thing I want to mention is don't exaggerate the margin figures, you may derive 5 or even 50-100 fold for your margin in your business, this may not applicable to those plantation companies. Of course, the profit do increase substantially when CPO price improved whereby plantation cost is increased in relatively small %. Please note that FWL and wages impact may also erase the margin.

A simple question is like that when CPO price is 1600 how much your earn ? when now CPO price is 3200 how much you earn ? did you earn 500% more than that time when CPO price is 1600 ? If you say yes, congrat to you then I am wrong.

Like before planted area in 87K hectare also misleading to the reader since planted area is only 4xK ha. We come here is to obtain right info, but when info is exaggerated, the result is not meaningful.

Just write a simple calculation (I not going into detail)

Taan (forecasted Oct-Dec'16 let's say average 2900 per tonne)
Revenue 450,000 million
Cost (all) 325,000 million
PBT 125,000 million
Above is agak agak computation, maybe incorrect

Taan (Jul-Sep '15 qtr results let's say average 2000 per tonne)
Revenue 298,913 million
Cost (all) 207,594 million
PBT 91,319 million

CPO price is increased by 45% in compared to Jul-Sep15 CPO price .... PBT in overall is increased by 37%. This is to show that 10% in CPO price does not mean will increase in 50% margin as mentioned by you. Just a simple illustration for you.

By need to confirm by this coming quarter result. Margin sure will be improved but may not like what you said.

Probability, mind to share your entry price in Taan ?

Probability, thanks for sharing.

I had forgotten the costing for plantation and today you refreshed my memory. Cost of pruning, fertilizing, chemicals, harvesting might increased due to CPO price increased since mostly sub out to contractor to do, but upward not in relative pace to CPO price. But my think is 50% increase in margin is a lot. Maybe need to work out cost by cost then will know. But will CPO price will further climb up to MYR 4000, I not sure since 2008 and 2017 is different in weather, production, demand and supply, soy price and economic situation.

Anyway, I do agree profit margin will be improved. Wait for this qtr result to come out and see how much the margin is improved.

CPO price let's say 2000 per tonne
CPO price let's say 4000 per tonne

100% increase in CPO price mean 500% increase in profit margin ? Probability do you mean that ?

CPO price 2015 Jul-Sep is around MYR 2000 per tonne Taan Jul-Sep PBT is 91,319 (m) so if CPO price double to 4,000 per tonne mean profit increased 500% to 550,000 (m), but now revenue only 350,000 (m) for last quarter, sure boh ????

congrat all even I no buy .....

no3no4 我方天堂，you hold how many shares in KNM ? because I want to alert myself since you should hold a lot .....