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33 comment(s). Last comment by qqq3333 1 month ago

gohkimhock

2,531 posts

Posted by gohkimhock > 1 month ago | Report Abuse

History tells us that only equities able to beat inflation in long term. I am talking about value investing and dividend investing. Not those pump and dump counters promoted by fake gurus here with all sorts of fairy tale projections and kindergarten calculations which could not be achieved in reality..

calvintaneng

47,679 posts

Posted by calvintaneng > 1 month ago | Report Abuse

Totally in agreement

One long term value investor is Robert Kuok who investing in real businesses at first and then listed his Companies

And palm oil investing is one good focus of success

klee

1,609 posts

Posted by klee > 1 month ago | Report Abuse

That teddy bear knows nuts about value investing.

ahbah

5,087 posts

Posted by ahbah > 1 month ago | Report Abuse

Always be gridi when others are fearful.

qqq3333

5,587 posts

Posted by qqq3333 > 1 month ago | Report Abuse

analysts always got stuffs to sell u

Tobby

5,948 posts

Posted by Tobby > 1 month ago | Report Abuse

Forget it! Markets unstable! Politics not stable! Nothing to look forward to! Better invest in Vietnam or Indonesia!

markgold

203 posts

Posted by markgold > 1 month ago | Report Abuse

Agree with Tobby. Talk is easy, we invest with real money. The worst is yet to come for US. Wait and see first.

treasurehunt

1,578 posts

Posted by treasurehunt > 1 month ago | Report Abuse

1. Glove - done!
2. Steel & mineral - done!
3. Smelter - done!
4. Logistic - done!
5. Semi-conductor - done!
6. Packaging - done!
7. Plantation - done!
8. O & G - done!
9. Properties - considered done!
10. Awaiting

calvintaneng

47,679 posts

Posted by calvintaneng > 1 month ago | Report Abuse

palm oil stocks not done yet due to these factors

Cpo spiked up to Rm9000 on overshoot on the upside due to Indon ban exporting palm oil

now Cpo overshoot on the downside to Rm4650 on the resumption of Indon palm oil export

But the surplus palm oil sudden release will be absorbed in next few weeks by world 8 billion people real daily demand for cooking oil and 50% of all supermarket items from bread to biscuit to toothpaste to soap

Also Brent oil still above Usd113 lots of palm oil and soyoil will go into biofuel at sky high prices

Even at Rm3000 km Loong people Said they can make money as cost of cpo production only Rm2000 so at Rm4600 there is still very high real profits

So we will stay invested in palm oil as a class of high food prices now plus people like Robert Kuok invest in palm oil for decades with great success

treasurehunt

1,578 posts

Posted by treasurehunt > 1 month ago | Report Abuse

Banking sector is trending downward also - half done already! Sad to say plantation companies share prices is already done!

treasurehunt

1,578 posts

Posted by treasurehunt > 1 month ago | Report Abuse

Recession is knocking the door. Need to figure out the next sector going to be the star performer in coming months.

gohkimhock

2,531 posts

Posted by gohkimhock > 1 month ago | Report Abuse

Construction sector is always the first one to move if there is a genuine recovery in the macro economy. It will then be followed by banking sector. After that, the whole market will start to move in tandem. Based on my experiences. Keyword here is genuine.

treasurehunt

1,578 posts

Posted by treasurehunt > 1 month ago | Report Abuse

gohkimhock. Construction is already half dead after suffering high construction material price for the last 2 years. It's a potential recovery sector while materials prices crashing. Can construction sector perform well during recession period?

ahbah

5,087 posts

Posted by ahbah > 1 month ago | Report Abuse

To treasurehunt : What is your no. 10, please ? I am waiting for your answer.

calvintaneng

47,679 posts

Posted by calvintaneng > 1 month ago | Report Abuse

real inflation is coming

very high feed cost of maize for chicken so expect higher prices for chicken and eggs soon and if price still under control then prepare to see chicken farmers close shop with no chicken available like in Spore

also prepare to pay higher prices for cooking oil soon and by proxy very high inflation for all products using palm oil

ahbah

5,087 posts

Posted by ahbah > 1 month ago | Report Abuse

How to use our moni to fight high inflation ?

Buy plantation stocks ?

treasurehunt

1,578 posts

Posted by treasurehunt > 1 month ago | Report Abuse

ahbah. Any crash of commodity prices would be directly benefited to the companies with the strong bargaining power in lagging passing the costs benefits to their customers.

calvintaneng

47,679 posts

Posted by calvintaneng > 1 month ago | Report Abuse

in Indonesia Tsh got 4 palm oil mills and during the export ban small time plantation owners with no mill have to sell their fresh fruit bunches at up to 70% discount to mills with 4 palm oil mills in Indonesia will benefit

So Tsh

calvintaneng

47,679 posts

Posted by calvintaneng > 1 month ago | Report Abuse

Fed fight inflation will kill off all consider discretionary but cannot kill consumer stables

Consumer discretionaries are wants of life like Cars, computers, handphones and a million other things of life that people want to have but not need to have

all these will collapse by high interest rates

But consumer stables are NECESSITIES OF LIFE THAT WE MUST HAVE

WE MUST HAVE FOOD AND DRINK - NON NEGOTIABLE OR STARVE TO DEATH

COOKING OIL

MAGGIE MEE AND INSTANT NOODLE GOT 20% PALM OIL

TOOTHPASTE FROM PALM
HEARD OF COLGATE PALMOLIVE?

ALL BREAD AND BISCUIT. SEE ALL GOT PALM OIL

CAKES AND ICE CREAM

ALL TEH TARIK..EVERY CUP GOT PALM OIL

MILO, KIT KAT CHOCOLATE

NESTLE BREAKFAST CEREAL

SEE NESTLE ANNUAL REPORT

WORLD BIGGEST USER OF PALM OIL FOR FOOD

INFANT MILK FORMULA

PET FOOD

WASHING DETERGENT

HAIR CREAM AND LIPSTICK

SHAMPOO AND SUN BLOCK

FACE COLOR CREAM
NAIL POLISH
ALL CANNED FOOD MADE IN MALAYSIA

ALL THE KFC, MCDONALD, DOMINO PIZZA, PIZZA HUT, ALL FAST FOOD

SATAY
ALL FRIED FOOD

ALL CHOCOLATES MADE IN MALAYSIA

HERSHEY HAS 400 EMPLOYEES IN SENAI

50% OF ALL YOU SEE IN SUPERMARKETS

PALM OIL!!!

OnTime

1,230 posts

Posted by OnTime > 1 month ago | Report Abuse

park ur money in utilities companies during recession

calvintaneng

47,679 posts

Posted by calvintaneng > 1 month ago | Report Abuse

no

in 1997/8 Tenaga crashed to Rm2.80 only

treasurehunt

1,578 posts

Posted by treasurehunt > 1 month ago | Report Abuse

Calvin. 1997/98 was a financial crisis unless it would happen again. KLSE slumped to below 300 points at that time.

treasurehunt

1,578 posts

Posted by treasurehunt > 1 month ago | Report Abuse

Utilities, Hospital, 5 star REIT and consumer staples are the common sectors to counter recession. Hope the hot money won't skip it. Haha

calvintaneng

47,679 posts

Posted by calvintaneng > 1 month ago | Report Abuse

Consumer Staples are basically palm oil in daily food and drink and personal hygiene

treasurehunt

1,578 posts

Posted by treasurehunt > 1 month ago | Report Abuse

Many consumer goods are included palm oil as its ingredient. The demand of palm is supposed relatively stable over times by referring to the theory supply and demand. Take a few minutes and ponder when the prices of palm oil surging to the crazy level in a short period of time.

treasurehunt

1,578 posts

Posted by treasurehunt > 1 month ago | Report Abuse

Is it a really serious shortage of crude oil in the market whilst India and China are still imported from Russia? China lockdown doesn’t have impact to the crude oil usage? Or it is merely big oil companies, traders and speculators take advantage of the war situation stirring up the ‘shortage’?

Thorman

100 posts

Posted by Thorman > 1 month ago |

Post removed.Why?

treasurehunt

1,578 posts

Posted by treasurehunt > 1 month ago | Report Abuse

If China is unable to maintain the world manufacturers in the future, they would consider planting palm oil locally for domestic consumption.

https://chinadialogue.net/en/food/will-china-produce-its-own-palm-oil-...

ahbah

5,087 posts

Posted by ahbah > 1 month ago | Report Abuse

Thanks

qqq3333

5,587 posts

Posted by qqq3333 > 1 month ago | Report Abuse

analyst job is to sell shares.

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