Thanks a lot to this writer..I have a good start this year after following his Nov article on Hexind..I will sailang on Monday again.. hoot 9e.. Heng, Huat ah..
Did you do a thorough check if Hexind and Ancom are in fertilizer business?? Pls do so before you post . As far as I know , Hexind is a small trading outfit for industrial chemicals, nothing to do with fertilizer. For Ancom, it core business is Agricultural chemical eg herbicide, insecticide etc. Ancom benefited a lot from one herbicide that they manufacture and the product price has surged considerably.
hey John I read the annual report and it's correct. You are are always promoting cpo only and thats ok. But this article is not for you to promote your agenda
Some of that trade is conducted in China's yuan currency, which could technically fall outside of sanctions aimed at cutting Russia off from transactions in U.S. dollars, euros, sterling and other major currencies.
But Chinese banks that do business with Russian banks and other entities hit with full blocking sanctions and put on the Treasury's "specially designated nationals" list could face sanctions themselves and loss of access to the U.S. financial system.
The official said that if China were to help Russia evade U.S. sanctions, "it really would be an unfortunate signal for China's vision of the world," and give "tacit or explicit accommodation to Russia's invasion of a sovereign country in the heart of Europe."
"It would do profound damage to its reputation in Europe, but really across the world," the official said of China.
Pokerpro88, I suppose you are a big investor in Hexind. I had no intention to spoil your soup. I am just sharing information that i personally know in a public forum befitting to the title of the blog . So, what are you so angry about ?
Hexind was renamed from SCH Group bhd in 2021. In 2018, in a corporate exercise, PK fertilizers was injected into the group , I supposed is was for the intention of boosting turnover only. You must go to check what's SCH core business and expertise prior to 2018.
Let's talk about fertilizer !. In FY2020 and 2021, fertilizer sales was only $81 mil compared to $7.0 - 7.5 bil market size in Malaysia. Its market share is a tiny 1.1% that the market don,t even noticed it is a fertilizer player.
Let's look at financial numbers : FY2021 EPS was 0.68 sen , PAT margin 1.6% FY2019 EPS was 2.4 sen , PAT margin 4.7% FY2018 EPS was 1.02 sen , PAT margin 4.1% EPS and PAT margin decline substantially in FY2021.
In 2021, fertilizer prices were HIGHER between 50 to 100% compared to previous years. Let me ask you a simple question : Did the company make more money in FY2021 when fertilizer prices rocketed ? Clearly NO! Then, what makes you think that the company will benefit from further price increase due to Ukraine-russian war ?
I only share things that I know very well including plantation business. Can you tell me what have I shared about plantation that do not hold water ? I share my knowledge in plantation since 2020 and isn't all what i share come true ?
Don't be blind and lose the little money you have.
Haha nowadays many KYY wannable, just look at the cover story and did not even read the content before come up with all the half past six promotion articles. No wonder 90% of investors are actually lossing money in stock market.
SOURCES OF NPK FERTILIZER...COMPOSITION The sources of nitrogen used in fertilizers are many, including ammonia (NH3 ), diammonium phosphate ((NH4 ) 2HPO4 ), ammonium nitrate (NH4NO3 ), ammonium sulfate ((NH4 ) 2 SO4 ), calcium cyanamide (CaCN2 ), calcium nitrate (Ca(NO3 ) 2 ), sodium nitrate (NaNO3 ), and urea (N2H4CO). Phosphorus is generally supplied as a phosphate, such as diammonium phosphate ((NH4 ) 2HPO4 ) or calcium dihydrogen phosphate (Ca(H2 PO4 ) 2 ).
Potassium comes from potassium sulfate (K2 SO4 ) or potassium chloride (KCl), which is also called muriate of potash. The phosphorus content of a fertilizer is specified as the amount of P2O5 because this is the anhydrous form of phosphoric acid. In this sense it is the most concentrated form of phosphate, which is the form of phosphorus required by plants. The potassium content is designated in terms of K2O, which is also called potash. Potash is a component of the residue left when plant materials are incinerated. The spreading of ashes on fields is an ancient method of replenishing potassium.
Modern chemical fertilizers usually contain KCl instead, but the potassium content is still specified as the equivalent amount of potash. Potassium chloride is 52% by weight K. Potash is 83% potassium. Thus, KCl provides only about 2/3 as much potassium asthe same weight of K2O. Thus, if a fertilizer is 25% KCl by weight, its potassium rating, based on potash, would be only 16.
Johnzhang First of all thank you for "looking out for the little money I have" and I see fine. I do not disagree with your numbers and analysis on cpo and hence thats why cpo stocks are already flying. I do not even own hextar but would consider buying it. My point is this forum is for sharing of info and not to run down or put down peolple's opinion
I believe stocks go up and down for a myriad of reasons. If you are a fundamentalist and only want to make money that way, thats fine. Other'may make money from charts, thats great. Bottom line there is no "right" or "correct' stock to buy. Peace to you
Pokerpro88, There is big difference between running down on people and pointing out misinformation or misleading information for the interest of general public. Hope you don’t take both the same . ————————————————————————-
Posted by pokerpro88 > Feb 27, 2022 8:56 PM | Report Abuse
Johnzhang First of all thank you for "looking out for the little money I have" and I see fine. I do not disagree with your numbers and analysis on cpo and hence thats why cpo stocks are already flying. I do not even own hextar but would consider buying it. My point is this forum is for sharing of info and not to run down or put down peolple's opinion
Sslee...Why would I wanna be KYY? It is hard enough just to be myself. Btw, as a Christian I did pray for your mum after I read your article. I hope she is good and well now.
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....
Dkk08
90 posts
Posted by Dkk08 > 2022-02-26 10:11 | Report Abuse
Thanks a lot to this writer..I have a good start this year after following his Nov article on Hexind..I will sailang on Monday again.. hoot 9e.. Heng, Huat ah..