Posted by calvintaneng > 2021-08-29 23:16 | Report Abuse

Construction income is lumpy linked to few Big Contracts

Palm oil is well diversified and spread out to 30 million consumers so risk is minimal especially palm oil is used in milo, maggee mee and as milk substitude in every glass of teh tarik for the common man

Posted by Hoho22 > 2021-08-29 23:26 | Report Abuse

Good advice.

Posted by calvintaneng > 2021-08-30 07:40 | Report Abuse

Good morning Hoho22

Actually the signs and warnings are all there if we just pause and observe

The Book says

"The prudent man foresees the evil and hides himself in safety

Only simpleton pass on and gets punished

Posted by calvintaneng > 2021-08-30 07:47 | Report Abuse

The consequences of prolonged lock down and very high cost of construction material will have great ramifications to come

All these will fall like dominoes

1. Construction companies go bust leading to chain effects of construction stocks crashing

2. Construction material suppliers will be hit by payment default

3. Real estate companies will delay delivery of houses leading to cost over runs

4. Lining up one by one to fall like dominoes

Construction stocks
Construction material stocks
Over exposed real estate stocks

Finally banks Npl will go up when loan moratorium over and the day of reckoning for banking stocks to crash as well

The panic will then amplify and banks also not save

Posted by calvintaneng > 2021-08-30 07:52 | Report Abuse

On the other hand the draconian new rules imposed on My second home applicant will cause massive depletion of liquidity for Malaysia

1. Foreign visa holders for my second home will be forced to sell them homes worth Billion Rm depressing the higher end market prices

2. Plus the withdrawal of Billions more rm from Malaysia Bank deposits will cause liquidity to further dry up. A crisis like 1997/8 could emerge

Now is the time for great caution

Posted by cumcumshot > 2021-08-30 15:12 | Report Abuse

Sick man bought a lot already but keeps promoting the palm oil sector. Wouldn't the construction recovers since the vaccination has much improved? Palm oil stocks have mostly shot up.
That's why I always say people who keep promoting certain stocks / sectors are real crooks & con men in the stock market.

Posted by calvintaneng > 2021-08-30 18:21 | Report Abuse

What is wrong with your brain ?

Last year Supermax was promoted at Rm2.50

Supermax up to Rm7.00 we still promoting because Insider Directors were buying Supermax between Rm7.50 to Rm7.70

So we continue to promote Tsh resources as Insider Boss still buying every day

That means palm oil upside long way more to have upside

Posted by risktoreward > 2021-08-30 18:23 | Report Abuse

How about best of both worlds? Consider AZRB

Posted by calvintaneng > 2021-08-30 18:32 | Report Abuse

Azrb is a great stock

it has

a) palm oil in Kalimantan
b) toll road from Gombak to Kajang
c) teaching hospital
d) property in setapak
e) real estate lands in Trengganu
f) marine oil sale in tok Bali and kemaman
g) Mrt and Lrt construction business
h) others

Azrb from A to Z

all got

Azrb is a great stock

Posted by risktoreward > 2021-08-30 19:18 | Report Abuse

You hear it first here from Calvin, AZRB - beli, jgn tak beli