windcloud

windcloud | Joined since 2013-02-20

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Stock

2017-01-05 14:55 | Report Abuse

Holland 5 up macam non-stop 2 days long white candle liao

Stock

2017-01-05 11:51 | Report Abuse

Holland 1 and 2 is now at resistance level, if surpass this resistance level, resistance will then become support level .... wait for overbrought or those contra position to be handled well first .....then Holland 1 will retest 0.30 and Holland 2 will test 0.40 ....

Stock

2017-01-05 11:49 | Report Abuse

Duit, noted thnks, pantech not bad .... will put into monitor list

Stock

2017-01-05 11:46 | Report Abuse

haha .... congrat your Sime warrant .... yesterday I missed .... but I in another counter yesterday, today also up about 5%.

Duit other than Sime, which other stocks you recommend ?

Stock

2017-01-05 11:41 | Report Abuse

Damn Holland no. 5 not yet brought today further up again ..... today lot of sad things ......

Only encouraging is Holland 3 is moving a bit ...

Stock

2017-01-05 11:36 | Report Abuse

Checked already is on 15/12/2016. But now price a bit high to me ..... 6c6c first ...... haha

Stock

2017-01-05 11:33 | Report Abuse

Enning, right issue over mean the shares already on the market ? when the date the right issue on the market .... I thought subscribed had done (RM2.80 and oversubscribed) but not yet on the market .....

Stock

2017-01-05 11:31 | Report Abuse

probability, I not from East Malaysia ..... now market still hot (hot money in), I will buy on weakness (when market in downtrend) some more capital being locked at other counters.

Taan still under my radar since I prefer East Malaysia plantation stocks or Kalimantan plantation stock due to low cost maintaining and high yield. Nice talk to you.

Stock

2017-01-05 10:56 | Report Abuse

Enning, SOP is also under my radar, but now is right issue, so maybe after right issue first.

Stock

2017-01-05 10:52 | Report Abuse

Noted you have oil palm land, good to hear that. I not a rich guy, still try to survive in high cost Malaysia society.

Last time I from agricultural kindergarden school, so learnt some. When you said plantable area, you also need to look lot of things. Share with you, when there are lot of mountain, you need to do site clearance and use bulldog or any heavy equipment to re-shape the land area for plant tree. The higher the slope, the lesser is the plantable area. When more than certain %, not advised to plant since easy to landslipe.

When look at the figures, you need to think from more aspects.

Stock

2017-01-05 10:47 | Report Abuse

East Malaysia *

Stock

2017-01-05 10:47 | Report Abuse

Taan had 2 issues facing:
1) Timber: West Malaysia may have restriction on quantities of logging and the sales and sales is not encouraging .... This may due to impact from other SEA countries which also export timber

2) Cost ration to revenue, margin should have up more if CPO price is up significantly, so this quarter we need to re-visit their margin point whether 6% GST, high cost in fertilisers and chemicals, foreign workers cost and other do impact their margin or not.

I still not yet brought in any mid-large plantation counter. Just drop by comment only.

Stock

2017-01-05 10:39 | Report Abuse

One thing to mention is that PE for plantation counter most are not cheap except few is still reasonable, but if I am not wrong CPO at high price will not last long, most probably is for this year, and will drop back below 3,000 per tonne, let's say in range between 2,700-3,000.

Yes, this might like export counter this will have rally. But most counters had priced in the factor already, the room for up may not that sky high.

Stock

2017-01-05 10:35 | Report Abuse

probability, if I am not wrong, 50%-60% is the planted area, you can check their website or latest report. So don't confuse in planted or plantable area.

When your look at their profit, you need concern 2 things:
1) palm oil yield and planted area
2) cost

Some plantation company do well in cost control including cost for site clearance, fertilizer and chemicals. Besides, soil also affect how much cost you spend on fertilizing. Due to this reasons, there are only few company under my radar.

Besides, need to consider whether the land is under concession or JV development with government and this may also affect the margin. Foreign workers renewal levy and minimum wages also impact the margin.

Stock

2017-01-05 10:01 | Report Abuse

Hi kindergarden kid here wanna ask teacher ....

1) 87,732 ha should be the total area for plantation or plantable area, NOT planted area, if not wrong planted area is about 4X,XXX ha (50-60%).

2) Age 1-3 only little yield and don't think will have much impact on P&L this year, age 4 yield also only small yield. When age is small, the damage by elephant, wild boar (I think wild boar eat kernel), and those small plants and flowers which not good to palm oil tree. Bigger tree will stand away from wild boar and those small plants not good to oil palm tree. When you said plantable area, you may also to consider some buffer zone to plant other trees as required by forestry department.

Stock

2017-01-05 09:51 | Report Abuse

a sad day for me, limited capital to hold overnight ..... profit run away from me ......

Stock

2017-01-04 20:06 | Report Abuse

takut virus leh ...... thanks for sharing.

Stock

2017-01-04 19:59 | Report Abuse

Just drop by here ......

Normally there are few things you might need to know:
- Planted area, let's say total land area is 88,000 hectares, 50% is planted area and 50% is forest/or doing site clearance. Don't include unplanted area into your computation of revenue.
- Aging of palm oil tree, different age got different yield, matured one will produce more yield than immatured one, and in between matured one, different age produced different yield ..... you need to know how much is matured/immatured/aging ....

So when imported above factors, you will know the clearer picture.

But just nonsense sharing, because want to say hi to all guys here. Still looking for any opportunities here and yet to start to do some homework.

All the best guys.

News & Blogs

2017-01-04 17:46 | Report Abuse

Noted, today pushed up more likely by foreign funds .... see how, may enter when price retrench ....

Good luck to you duit.

News & Blogs

2017-01-04 17:39 | Report Abuse

if buy at this level, consider high entry point or not ..... today I also noticed this share up .... I should buy when 0.17 but now is 0.21 already up 28% ..... scare leh ...... Please advise thks

Stock

2017-01-04 17:04 | Report Abuse

congrat newbee on Holland 1 ..... but I think once cross over 0.40 then will move fast ......

Stock

2017-01-04 16:53 | Report Abuse

thenewbee, you still want to go Holland ?

Holland 3 MKH or warrant
Holland 4 Hohup
Holland 5 I not yet in leh ..... no capital liao (so ignore first)

Next time use number .....

Holland 1 and 2 next target is 20% gain target ....

Stock

2017-01-04 16:26 | Report Abuse

Holland no. 3 tomorrow think will start to move liao ...

Holland no. 4 top up some (this year profit should be sui sui)

Holland no. 5 no money to buy ...... another super holland stock for this year

Stock

2017-01-04 12:37 | Report Abuse

Forgot to say some more got dividend to be paid out.

Stock

2017-01-04 12:37 | Report Abuse

I buy mother share not son, I prefer safer instead of earn fast.

Stock

2017-01-04 12:33 | Report Abuse

Yes .... but better use Holland 1 & 2 ...... because don't want bring people to Holland see tulip and windmill, and lovely dutch lady.

Stock

2017-01-04 12:30 | Report Abuse

Holland 1 and Holland 2 has nearly to touch 10% gain. Target price cant confirm, especially Holland 1, once enough shares ate by MM, it will very fast to surpass 0.40. And if they really want to push, unlimited sky.

Holland 3 due to CPO price keep climbing, but not yet moved, hope will move within this week to cross over RM3.00.

Self talk only. Ignore me.

Stock

2017-01-04 12:26 | Report Abuse

Due to limited capital for warrant trading, cant join the C boat.

Foreign/China funds flow in into emerging market and Hong Kong market. Our market is supported by double oil - CPO & CO. So temporary market is still well supported. Just nonsense sharing.

I wish I can join back trading. All the best to all.

Stock

2017-01-04 11:39 | Report Abuse

C62 I brought last year one .... I free up due to other potential stock that maybe can earn about 70%+- .... by right this might earn 100% .... wrong time in .....

Stock

2017-01-04 11:31 | Report Abuse

checked out C62@0.40, free up capital.

Stock

2017-01-04 10:50 | Report Abuse

welcome back fair player

Stock

2017-01-04 10:15 | Report Abuse

any one advice today how ?

Stock

2017-01-03 18:12 | Report Abuse

Thanks Mr. Bonada your graph, very scared after saw the direction ....

Stock

2017-01-03 14:58 | Report Abuse

hope winning besar tak mau sikit, hope our Holland no. 1 to move faster and cross over 0.40 by this week ....

Stock

2017-01-03 14:54 | Report Abuse

Hope Holland no. 3 will jump soon ......

Stock

2017-01-03 14:44 | Report Abuse

One is in year 2017 and another one is in year 2018 if not wrong ....

Stock

2017-01-03 13:40 | Report Abuse

If buying stock don't have patience to hold, then you can sell it and find another horse. Hold it patience, and you will be rewarded. Buy stock don't expect this will jump high immediately, but that day will come if the stock is fundamentally strong.

Stock

2017-01-03 13:36 | Report Abuse

Axiata and Maybank down is due to 2016 year end closing last 15 minutes surged for window dressing and now just back to square. This does not link to KNM.

KNM whether have a good prospect will mostly start from year of 2018 with Thai and UK renewable energy recurring income on top of RAPID projects at Penggerang and any add on O&G projects once O&G is recovering.

This year definitely might not climb that extreme high. But at this current price, to surpass 0.40 is a matter of time. Currently all other O&G keep climbing where KNM is still lag behind.

Entry price is important, if you entered 0.60 and sold at 0.34, your timing may be wrong. But if you brought at 0.34 the chances of getting higher will be most likely.

Just a 2 cents comment.

Stock

2017-01-03 11:28 | Report Abuse

congrat Shermen good hit and run so many times

Stock

2017-01-03 11:07 | Report Abuse

Another Holland stock no.4 Hohup, you may have a look. Lot of project on hand and expecting next year a better year for Hohup.

Did not write in details. May become underwater diver again.

Good luck all.

Today Holland 2 is moving. Holland 1 think going to non-stop rocket soon .....

Watchlist

2017-01-02 21:08 | Report Abuse

Mr. Ooi, thank you for explanation.

Watchlist

2017-01-02 20:08 | Report Abuse

Mr Ooi, happy new year 2017 to you and your family.

You had mentioned margin of safety more than 30% for FA selection of stocks. Can you explain what is margin of safety and based on what criteria ince not understand ? Thanks.

News & Blogs

2017-01-02 10:57 | Report Abuse

May I know how to adjust my podfolio
- Minho - treasury share then bonus issue
- Yongtai - ICPS entitlement
- Dividend, etc....

Stock

2016-12-30 17:19 | Report Abuse

2016 has come to the end, I wish everyone here happy new year 2017 and of course wish everyone huat in bursa trading next year.

Stock

2016-12-30 15:52 | Report Abuse

Just put a guess, today closing at 4.30 pm will be 22,050+-.

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2016-12-30 10:49 | Report Abuse

Have a break have a kit kat ...... a very strong meaning inside, please guess .....

Stock

2016-12-30 10:48 | Report Abuse

I think break or not break is not a issue ....

Because have a break have a kit kat ......

Stock

2016-12-30 09:46 | Report Abuse

hope that day my either lucky number come

Stock

2016-12-30 09:21 | Report Abuse

good morning duit kor and everyone

Stock

2016-12-29 20:27 | Report Abuse

This Holland 3 air ticket opened for lovely Shermen since today she angry at me not comment on HSI.

Holland no. 3 MKH or MKH warrant
- MKH in 2008 had purchased 18,000 (16K?) hectares plantation land in East Kalimantan. Next year will be golden year (not really studied in detail, think this might be in year 10+- if 2008 using 2 year old tree planted). So next year yield will be around 28 tonnes per hectares. This will be an increased about 15% in yield. Palm oil price in year 2016 is around 2,257 to 3,100. For example, Oct-Dec'16 cpo price is 2,900 average compared to last year Oct-Dec'15 at 2,150. Due to CPO increased and yield increased, next year this will increased in profit in palm oil segment substantially.

- Property development: next year launch about 1.6 billion GDV project, if take up rate about 60% will 0.96 billion sales. They have project in KL, Mont Kiara and also got Prima house in Kajang. They also have project in Semenyih.

So next year profit will definitely bring you to Holland if you want to lose your money. So think before you join. Otherwise, later lose kaw kaw. Then don't blamed me, joined Holland trip at your own risk.