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4 comment(s). Last comment by calvintaneng 1 week ago

calvintaneng

55,056 posts

Posted by calvintaneng > 1 week ago | Report Abuse

At the bottom line most listed property companies got few hundred acres left while some got several thousand acres

All will eventually run out of land holdings and got to buy more

And ultimate holders of lands are plantation companies
Many own tens of thousands of acres while some own few hundred thousand acres and a few rare ones own up to a million acres


So better go buy palm oil shares as they will be ultimate beneficiaries

PureBULL ...

2,471 posts

Posted by PureBULL ... > 1 week ago | Report Abuse

INVESTORS, [2024-07-10 4:31 AM]
These > 50 DC operators in JB r giant TECH co.
they hv everything n only need cheap chip land, power, water n manpower 1st in msia.

their tech knowhow r far ahead of our cyber security stocks n others.
some small players as colocation DC n local DC might need them.

its just bull run on DC stocks for yr/s.
LOVE all stocks deeply, play v small if hv doubt on that stock.,.

in DC theme,
General building contractors n their sub-con like PWRWELL, MNHLDG etc will do v well n 1st to make big money from these giant tech co.

then the tech contractors n suppliers like SNS n VSTECS shd do well too...

NB: they r many stocks try to
Fake it to Make it, as DC stocks to fly high.
1 did but failed instantly, i.e. sistec,,,

calvintaneng

55,056 posts

Posted by calvintaneng > 1 week ago | Report Abuse

The very heart of Data Center is the storage of data

And to store data you need Hdd drive and Ssd drive

Just like in a wedding you need the two most important persons - The Bride and the Bridegroom

Others are less important

So buy these Hdd/Ssd part makers

Jcy
Notion
Dufu

calvintaneng

55,056 posts

Posted by calvintaneng > 1 week ago | Report Abuse

Only palm oil shares with lands holding cost very cheap can see sky high profits

Example

After Ltat took bplant private

Ltat then sold Bplant land in Kulim to industrial park for Rm330,000 per acre (book value was rm30,000 an acre
So Ltat made 1,000% from land sold

As for Rsawit its land so very cheap at Rm1523 an acre if sold can real 2,000% profit in Kuching Sarawak
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-10-story-h-157077952-RSAWIT_5113_Evidences_of_a_Powerful_Turnaround_Palm_Oil_Stock_you_shoul

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