Apa kuku? Omg unbelieve , Calvin you call sell all export stock . I agree with you, and hope you can make more idiot in i3 ,when All Export stock trading at PE10 above you no call sell , pohuat(2.00) vs(1.65) latitute(8.00) chinwell (2.00) hevea (1.65) , flbhd(3.00) now fell like hell PE trading at below 7 you call sell . Good. And your idiot follower buddyinvest 。 really super idiot when I see he comment
Apa kuku? Omg unbelieve , Calvin you call sell all export stock . I agree with you, and hope you can make more idiot in i3 ,when All Export stock trading at PE10 above you no call sell , pohuat(2.00) vs(1.65) latitute(8.00) chinwell (2.00) hevea (1.65) , flbhd(3.00) now fell like hell PE trading at below 7 you call sell . Good. And your idiot follower buddyinvest 。 really super idiot when I see he comment
Calvin already ISSUED URGENT CALL TO KYY & ALL HIS MA CHAI TO SELL EXPORT STOCKS NEAR PEAK PRICES!
SEE
calvintaneng Stock: [LATITUD]: LATITUDE TREE HOLDINGS BHD. Aug 24, 2015 01:17 AM | Report Abuse. CALVIN'S WARNING ON LATITUDE AND ALL EXPORT STOCKS ... klse.i3investor.com/servlets/cube/post/calvintaneng.jsp?fp...
My Profile - Comments | I3investor calvintaneng .... I think Mr Koon Yew Yin Should Sell off his VS & Latitude and Switch Back To His ..... Calvin say run from ifca, latitude and vs into safety of Kulim.
SEE MY STRONG WARNING TO KOO YEW YIN TO SELL LATITUDE & VS
(LATITUDE WAS OVER RM7.00!!)
And to buy KULIM At Rm2.50
My Call to buy Kulim at Rm2.50 Was CHUN CHUN!
Rm2.50 Buy Call
Now JCORP Taking Kulim private at Rm4.10 (Up 60%)
Note:
KULIM Was The First Plantation Stock at only Rm2.50 when Calvin Issued Buy Call
2nd One Was JAYA TIASA (GIANT TREASURE) I issued buy call at Rm1.18
Today JTIASA Closed at Rm1.55 (Up 31.1% Already) I expect to SEE Jtiasa at Rm2.70 by End 2017
To buy plantation stocks is to follow the crowd on a perceived trend but to dump the export stocks which have fallen so much on the assumption that the RM will rise and causing the stocks to fall further to me is not a wise move, there is a limitation to the weakness of USD if you know how the FX is manipulated. We should consider the performance of each stock on its fundamental and not on FX alone.
Hi Tony nice to hear from you again, hope you have made a fortune from the market. I did not buy any recently except Focus lumber which was sold while it was on the way up. All my holding were bought last year or earlier like Gadang ,Kimlun ,CCB, Hauyang, KSL, PMcorp and a few non active counters. How about you? I see your MHK is doing well.
To buy plantation stocks is to follow the crowd on a perceived trend but to dump the export stocks which have fallen so much on the assumption that the RM will rise and causing the stocks to fall further to me is not a wise move, there is a limitation to the weakness of USD if you know how the FX is manipulated. We should consider the performance of each stock on its fundamental and not on FX alone.
Plantation Stocks Trend Already Solidly Confirmed by On Going Monster El Nino. And 30 years chart already gave us the blue print.
As to All Export stocks This Is What I SEE
1) It went up because of competitive price as Ringgit has Crashed against all other currencies. So Sales exploded upward
2) And Strong US dollar translates to higher profits.
Now that Yellen has indicated No more imminent rates rise. Funds are nom moving back to EM
So US dollar will be weak indefinitely. And Since Ringgit down the Mostest it will rebound the highest.
So
1) Malaysian goods will be less competitive. Sales will go down or at best anemic.
2) Now every sale means dwindling profit (compared to last quarter)
3) This performance will be reflected only 6 months down the road in balance sheets.
4) And since US Economy is in trouble there might even be a piling up of Receivables. And some might turn to bet debts.
5) So Rising US Dollar amplifies Exporters gain but a Crashing US Dollar might also exacerbate their losses.
In this scenario it is unwise to hold export stocks - much more to buy them now which is Risky!
The Verdict:
SELL ALL EXPORTING FURNITURE STOCKS & BUY INTO UPTRNDING OIL PALM STOCKS!
To buy plantation stocks is to follow the crowd on a perceived trend but to dump the export stocks which have fallen so much on the assumption that the RM will rise and causing the stocks to fall further to me is not a wise move, there is a limitation to the weakness of USD if you know how the FX is manipulated. We should consider the performance of each stock on its fundamental and not on FX alone.
Plantation Stocks Trend Already Solidly Confirmed by On Going Monster El Nino. And 30 years chart already gave us the blue print.
As to All Export stocks This Is What I SEE
1) It went up because of competitive price as Ringgit has Crashed against all other currencies. So Sales exploded upward
2) And Strong US dollar translates to higher profits.
Now that Yellen has indicated No more imminent rates rise. Funds are nom moving back to EM
So US dollar will be weak indefinitely. And Since Ringgit down the Mostest it will rebound the highest.
So
1) Malaysian goods will be less competitive. Sales will go down or at best anemic.
2) Now every sale means dwindling profit (compared to last quarter)
3) This performance will be reflected only 6 months down the road in balance sheets.
4) And since US Economy is in trouble there might even be a piling up of Receivables. And some might turn to bet debts.
5) So Rising US Dollar amplifies Exporters gain but a Crashing US Dollar might also exacerbate their losses.
In this scenario it is unwise to hold export stocks - much more to buy them now which is Risky!
The Verdict:
SELL ALL EXPORTING FURNITURE STOCKS & BUY INTO UPTRNDING OIL PALM STOCKS!
USD has recently weakened against major currencies ( Euro, AUD, GBP , Yuan and Yen ) The point to note is Ringgit is still not stable (out of the woods )
Most traders are calling a range 3.8 - 4.0 against previous level of 4.0 -4.40. Ringgit is affeted by the price of crude and commodities. Without being prejudice. Political scenario will affect FDI investment and the Ringgit. This is my view
Posted by Jonathan Keung > Apr 5, 2016 09:06 AM | Report Abuse
USD has recently weakened against major currencies ( Euro, AUD, GBP , Yuan and Yen ) The point to note is Ringgit is still not stable (out of the woods )
Most traders are calling a range 3.8 - 4.0 against previous level of 4.0 -4.40. Ringgit is affeted by the price of crude and commodities. Without being prejudice. Political scenario will affect FDI investment and the Ringgit. This is my view
What I'm trying to point out is that there is nothing wrong in buying Plantation stocks in fact it is the trend now, but to dump the export stocks which have dropped so much that there are good value in them after taking into account of the weak USD in the future is uncalled for. Most furniture and timber stocks were doing well when USD/RM was around 3.7, so do your analysis before you dump the furniture and timber stocks.
I know, all data point to that but wall st. refuse to accept, everything is fine party is still on and so with KLSE, so why dump the furniture and lumber stocks only ?
aunloke I know, all data point to that but wall st. refuse to accept, everything is fine party is still on and so with KLSE, so why dump the furniture and lumber stocks only ? 05/04/2016 15:27
Good evening,
I only caution people to sell high flying furniture stocks not lumber stocks.
In fact I think lumber stock like WTK is quite a undervalue stock.
Its price its undemanding and its net assets are also valuable.
Calvintaneng, lower supply push up price. Did you analyse which company is able to keep its production to reap the benefits or high CPO price? A company can't gain from high CPO price if its production is hurt in the process.
Shaun,
I have many things to post. But I am really tired.
I have most of the Plantation Stocks 10 Year Performance with me as I look into the STOCK PERFORMANCE GUIDE By Dynaquest
OK I will Only Post EPS (Earnings Per Share)
KWANTAS CORP
Year................EPS 2005................12.2 sen 2006................5.8 sen 2007................25.0 sen 2008................48.4 sen 2009................-22.7 sen 2010................1.4 sen 2011................27.3 sen 2012................11.7 sen 2013................13.4 sen 2014................20.3 sen 2015.................-9.4 sen
As you can SEE
El Nino Years are
2007 when EPS is at 25.0 sen
2008 when EPS peaked as a high of 48.4 sen
Again El Nino year in 2011 EPS is a high of 27.3 sen
SO IN EL NINO YEARS WHEN FFB ARE LESS
PROFITS EXPLODED UPWARD
SO BY THESE CORRESPONDING EL NINO YEARS OF 2016, 2017 & 2018
The yield will be low so need to be careful on the right palm oil stock. Only counters that have young palm trees will not be affected
SEE MY ANSWER BY LOOKING AT PAST EL NINO YEARS
I have most of the Plantation Stocks 10 Year Performance with me as I look into the STOCK PERFORMANCE GUIDE By Dynaquest
OK I will Only Post EPS (Earnings Per Share)
KWANTAS CORP
Year................EPS 2005................12.2 sen 2006................5.8 sen 2007................25.0 sen 2008................48.4 sen 2009................-22.7 sen 2010................1.4 sen 2011................27.3 sen 2012................11.7 sen 2013................13.4 sen 2014................20.3 sen 2015.................-9.4 sen
As you can SEE
El Nino Years are
2007 when EPS is at 25.0 sen
2008 when EPS peaked as a high of 48.4 sen
Again El Nino year in 2011 EPS is a high of 27.3 sen
SO IN EL NINO YEARS WHEN FFB ARE LESS
PROFITS EXPLODED UPWARD
SO BY THESE CORRESPONDING EL NINO YEARS OF 2016, 2017 & 2018
Calvin, palm oil is unlikely to reach RM4,000 or RM6,000 as lauded by you, while furniture export company Lii Hen is doing extremely well, any comment?
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
speculat0r
29 posts
Posted by speculat0r > 2016-04-04 02:12 | Report Abuse
what to buy now? what counter mostly benefit from stronger ringgit?