Posted by Tanhboon > 2020-09-03 22:49 | Report Abuse

Fcpo settled at rm2980... rm3000:Ton phychologcal target is within reach in a day or by next week ,, this could set the tone towards rm3500-rm4000/ton by year end ...

Posted by davidkkw79 > 2020-09-03 22:51 | Report Abuse

where got such as info FCPO settle at rm2980 rm3000 ?

Posted by bulldog > 2020-09-04 02:50 |

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Posted by bulldog > 2020-09-04 02:51 |

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Posted by bulldog > 2020-09-04 02:51 |

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Posted by bulldog > 2020-09-04 03:01 |

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Posted by bulldog > 2020-09-04 07:12 |

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Posted by Mikecyc > 2020-09-04 07:35 | Report Abuse

TDM Hospitals performance?

> Refer to FY QR2 ended June 2020 :

Revenue Profit/ ( Loss)

Plantations 47,868,000 7,766,000

Healthcare 36,070,000 ( 2,029,000)

note : Depreciation n amortisation is ( 20,836,000)


#Refer to FY20 QR1 ended March 2020 :

Revenue Profit/ ( Loss)

Plantations 57,120,000 ( 6,502,000)

Healthcare 61,915,000 3,008,000



#FY19 QR4 ended December 2019 :

Revenue Profit/ ( Loss)

Plantations 58,754,000 5,426,000

Healthcare 65,101,000 5,770,000


Note : Profit is reduced and become in Loss , and a lots of court cases , one court case is instructed to deposit RM 1.0 million as to winding up case.

Posted by Mikecyc > 2020-09-04 07:36 | Report Abuse

TDM , let’s see the latest 5 years results:

FY15 : revenue = 381 million , profit = 74.3 million

FY16 : revenue = 429 million , profit = 21.5 million

FY17 : revenue = 449 million , profit = 22.7 million

FY18 : revenue = 405 million , Loss = - 76.4 million

FY19 : revenue = 432 million , Loss = -79.6 million

@>> FY20 Q1 ended March : revenue = 107 million, Loss = -8.28 million

compared to FY19 Q1: revenue = 104.7 million , Loss = -4.91 million

@>>> FY20 Q2 ended June : revenue = 83.938 million, Loss = -18.413 million .

Compared FY19 Q2 : revenue = 99.521 million, Loss = -369,000 .


## Referred to FY19 audited annual report:


Independent Auditors remarks :

>>EMPHASIS OF MATTER
We draw your attention to Note 42 to the financial statements where various significant and material misstatements have been adjusted
retrospectively in the 2018 financial statements. These errors have affected the financial position, results and the relevant disclosures of the prior
years. Our opinion is not modified with respect to this matter.

>> Loans and Borrowings to be Maturity in year 2020 , total = RM 80,632,000

Posted by Mikecyc > 2020-09-04 07:36 | Report Abuse

compared 2018 vs 2020 first 6 months , averagely 2020 is more RM 100 / ton , ie ard 4 % , but compared to 2018 n 2020 monthly output is reduced by 32.3 % .. scary ..


CPO Monthly Production ( tons) :

Dec2018 = 7618
Nov2019 = 6768
Dec2019 = 6197
Jan2020 = 5023
Feb2020 = 4930
Mar2020 = no report
April2020 = 6886
May2020 = 5636
June2020 = 8482
July2020 = 7500

Note : Why March 2020 no production report ? main kotor ke ? please check if i am wrong ?

Posted by Mikecyc > 2020-09-04 07:37 | Report Abuse

Referred to FY20 (Q2):

a) Financial assets
.
Trade and other receivables 45,659,000

Cash and bank balances 137,857,000

total = 183,516,000


b) Financial liabilities

Loans and borrowings 472,097,000

Trade and other payables 184,179,000

Lease liabilities 58,378,000

total = 714,654,000


a) - b ) = ( 531,138,000 )

High risk...

Posted by Mikecyc > 2020-09-04 07:39 |

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Posted by Mikecyc > 2020-09-04 07:39 |

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Posted by bulldog > 2020-09-04 08:43 |

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Posted by Mabel > 2020-09-04 11:05 | Report Abuse

This morning the plantation is fresh and lovely.

The FCPO (CRUDE PALM OIL FUTURES) has opened with a bullish start and has smashed the 2nd line Resistance of RM 2900 with very good strength and volume

The Palm Oil Futures also tested above 12 YEAR LONG RESISTANT LINE, with good strength to push towards 3000.

WHERE WILL FCPO BE HEADING TOWARDS?

In 2008, it was above 4000. Following the up-trending projection of the FCPO, the FCPO may be hitting 3100-3200 range soon. All Plantations will benefits from this uptrend movements.

I don't know about you guys, I'm using my gain from Gloves to plough into all Plantation counters.

This is where the money is for the next 6 months...

Meow to all my 11 Plantations

Meow Meow Meow Meow Meow Meow Meow Meow Meow Meow Meow

Posted by BeastOfTheEast > 2020-09-04 12:00 | Report Abuse

yes money coming

Posted by BeastOfTheEast > 2020-09-04 12:01 | Report Abuse

money coming for believers only

Posted by tuapuikia > 2020-09-04 12:03 | Report Abuse

yes money coming!!

Posted by BeastOfTheEast > 2020-09-04 12:05 |

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Posted by bulldog > 2020-09-04 14:51 |

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Posted by bulldog > 2020-09-04 15:28 |

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Posted by Mabel > 2020-09-04 23:38 | Report Abuse

@BeastOfTheEast say hello to my yoga friend

https://youtu.be/ko6Obhge2fA
04/09/2020 12:05 PM

Meow...

Posted by Mabel > 2020-09-05 09:02 | Report Abuse

The end to a rather hectic week. Not many flourished this week as we witnessed the bonus issue of Mabel Gloves TOPGLOV and SUPERMX. Surely their corporate action has rocked the healthcare sector in general which saw things generally go sideways. I believe once all the investors have digested this price action, there will be more significant movements next week. US markets made deep corrections last night which saw the stock market, crude oil and gold all made tremendous drops which has no doubt affected our market in a way or two. With that said, I hope all of you made it through the week well as we seek for a better week next Monday.

Meow..

Posted by Mabel > 2020-09-05 22:07 | Report Abuse

@bulldog Bplant already strike
The next will be TDm

Huat chaiii
04/09/2020 3:28 PM

Meow bulldog..

From my 11 Plantations, only 3 closed Green today,

TaaNN, TH Plantation and Boustead Plantation Closed GREEN

The rest, FGV, Sime Darby, IOI Corp, KLK, SOP, TSH, Jtiasa and TDM closed RED!

CPO closed at RM 2830...we need to break R2 which is MYR2,910

Sector is still BULLISH...

What this sector need is something exciting..

Here are the catalysts...

Catalyst?

- Malaysia's crude palm oil (CPO) stocks decline further to a three-year low (source: MPOB)

- Restocking activity due to low stocks in consuming countries (i.e. India, China, Europe) and stronger demand from end customers as the economy reopens.

- Malaysia’s exports to India, China and EU will remain robust for the rest of this year, due to improved diplomatic ties and extension on zero export tax on crude products till December 2020.

- Indonesia has raised its export levy on CPO shipments, starting June 1, 2020, by US$5 per metric tonne (MT) to US$55 per MT as the government seeks to raise funds for its biodiesel programme. This also improved the competitiveness of Malaysia’s palm oil against Indonesia’s.

- China will increasingly turn to palm oil instead of canola and soybean oil, due to political spats with US, Canada and Australia. “Canada and Australia — the two largest suppliers of canola to China — are facing political tensions spilling over to trade. Although China has been fulfilling the buying of soybeans from the US since the Phase 1 trade deal was signed, the progression of the deal is in question.

- Soybean oil-to-palm oil spread will be crucial in dictating prices. The spread in the physical market has been very volatile. Currently, it is at around US$250, but it was at US$80 to US$100 in August. The market will be cognisant of the fact that lower palm oil prices mean higher discounts to soybean oil. higher palm discounts mean more buyers will move from soybean oil to palm oil.

- A potential La Nina in 2H 2020 could shift the global outlook for vegetable oil supply, but it should favour palm oil. Based on past trends, the weather phenomenon is positive for palm oil production and prices at the expense of lower production of soybean as La Niña can cause a drought in soybean-growing regions and reduce supply.

- Although high rainfall could temporarily hurt palm oil production by delaying harvesting and causing damage to infrastructure, it will lift oil yields in the subsequent years.

- Demand for palm oil for food consumption to improve ahead of the celebration of the mid-autumn festival on Oct 1, 2020 and Diwali festivities in November as well as Chinese New Year 2021.

- Labour troubles will not be occurred when production ramps up in fourth-quarter as Deputy Human Resources Minister Awang Hashim said the foreign worker hiring freeze would be lifted for the construction, plantation and agriculture sectors (Source: Parliament - July 2020)

Having collected enough Gloves and Vaccine, my attention now is on my 11 Biofuel Plantation. This is where the money is until end of this year...

Always stay Invested!

Meow

Posted by Mabel > 2020-09-05 22:14 | Report Abuse

Please say hello to my gals..one of them have the same profile as me..

https://www.youtube.com/watch?v=yZkmEsOPN4Y

Meow..

Posted by Sales > 2020-09-06 21:19 | Report Abuse

Hi Mabel! How are you lately? I sold all my oil&gas counter. Now trying to go for palm. Anything to recommend?

Posted by Mabel > 2020-09-06 21:42 | Report Abuse

@Sales Hi Mabel! How are you lately? I sold all my oil&gas counter. Now trying to go for palm. Anything to recommend?
06/09/2020 9:19 PM

Meow Sales. Nice to see you here again and many other Forums...

I'm still keeping all my 18 Fossil Fuel Battleships. They are still doing great. Right now Serbadk Dinamik is sitting in P1 follow by my FPSO collections (Armada and Yinson) on P2 and Dayang on P3.

I have a collection of 11 Biofuel Plantations - TaaNN, TH Plantation and Boustead Plantation Closed GREEN on Friday. The rest, FGV, Sime Darby, IOI Corp, KLK, SOP, TSH, Jtiasa and TDM closed RED on Friday.

Which one I should recommend? Anyone of them since CPO uptrends is intact. Plantation will be the next rally after Gloves.

Date Settlement Price RM
3 Sep 20 2891
2 Sep 20 2811
1 Sep 20 2784
28 Aug 20 2738
27 Aug 20 2682
26 Aug 20 2662
25 Aug 20 2615
24 Aug 20 2662
21 Aug 20 2681
19 Aug 20 2737

Beside Palm Oil, TDM completes my collection of Health Care

1. Gloves Top Gloves
2. Gloves Hartalega
3. Gloves Supermax
4. Gloves Kossan
5. IHH Healthcare
6. Cosmetic Body Shops
7. Sime Darby Hospitals
8. Sunway Hospitals
9. Terengganu Development Management Hospitals,
10.Petronas Chemical - Now my biggest O&G company and Korean LG are into Gloves.
11.Vaccine Duopharma Biotech

Welcome to the team..


Meow.

Posted by BeastOfTheEast > 2020-09-07 06:48 | Report Abuse

up up

Posted by BeastOfTheEast > 2020-09-07 06:49 | Report Abuse

oh oh

Posted by BeastOfTheEast > 2020-09-07 06:49 | Report Abuse

up up

Posted by BeastOfTheEast > 2020-09-07 06:49 | Report Abuse

yay yay

Posted by BeastOfTheEast > 2020-09-07 06:49 | Report Abuse

hoay

Posted by BeastOfTheEast > 2020-09-07 06:50 | Report Abuse

hoay

Posted by BeastOfTheEast > 2020-09-07 06:50 | Report Abuse

hoay

Posted by BeastOfTheEast > 2020-09-07 06:50 | Report Abuse

hoay

Posted by BeastOfTheEast > 2020-09-07 06:50 | Report Abuse

hoay

Posted by BeastOfTheEast > 2020-09-07 06:50 | Report Abuse

hoay

Posted by BeastOfTheEast > 2020-09-07 06:50 | Report Abuse

hoay

Posted by BeastOfTheEast > 2020-09-07 06:51 | Report Abuse

hoay

Posted by BeastOfTheEast > 2020-09-07 06:55 |

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Posted by bulldog > 2020-09-07 08:22 |

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Posted by bulldog > 2020-09-07 08:24 |

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Posted by bulldog > 2020-09-07 08:24 |

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Posted by Mabel > 2020-09-07 08:46 | Report Abuse

Meow Meow Meow

Posted by Mikecyc > 2020-09-07 08:57 | Report Abuse

TDM Hospitals performance?

> Refer to FY QR2 ended June 2020 :

Revenue Profit/ ( Loss)

Plantations 47,868,000 7,766,000

Healthcare 36,070,000 ( 2,029,000)

note : Depreciation n amortisation is ( 20,836,000)


#Refer to FY20 QR1 ended March 2020 :

Revenue Profit/ ( Loss)

Plantations 57,120,000 ( 6,502,000)

Healthcare 61,915,000 3,008,000



#FY19 QR4 ended December 2019 :

Revenue Profit/ ( Loss)

Plantations 58,754,000 5,426,000

Healthcare 65,101,000 5,770,000


Note : Profit is reduced and become in Loss , and a lots of court cases , one court case is instructed to deposit RM 1.0 million as to winding up case.

Posted by Mikecyc > 2020-09-07 08:58 | Report Abuse

TDM , let’s see the latest 5 years results:

FY15 : revenue = 381 million , profit = 74.3 million

FY16 : revenue = 429 million , profit = 21.5 million

FY17 : revenue = 449 million , profit = 22.7 million

FY18 : revenue = 405 million , Loss = - 76.4 million

FY19 : revenue = 432 million , Loss = -79.6 million

@>> FY20 Q1 ended March : revenue = 107 million, Loss = -8.28 million

compared to FY19 Q1: revenue = 104.7 million , Loss = -4.91 million

@>>> FY20 Q2 ended June : revenue = 83.938 million, Loss = -18.413 million .

Compared FY19 Q2 : revenue = 99.521 million, Loss = -369,000 .


## Referred to FY19 audited annual report:


Independent Auditors remarks :

>>EMPHASIS OF MATTER
We draw your attention to Note 42 to the financial statements where various significant and material misstatements have been adjusted
retrospectively in the 2018 financial statements. These errors have affected the financial position, results and the relevant disclosures of the prior
years. Our opinion is not modified with respect to this matter.

Posted by Mikecyc > 2020-09-07 08:58 | Report Abuse

>> Loans and Borrowings to be Maturity in year 2020 , total = RM 80,632,000

Posted by Mikecyc > 2020-09-07 08:59 | Report Abuse

compared 2018 vs 2020 first 6 months , averagely 2020 is more RM 100 / ton , ie ard 4 % , but compared to 2018 n 2020 monthly output is reduced by 32.3 % .. scary ..


CPO Monthly Production ( tons) :

Dec2018 = 7618
Nov2019 = 6768
Dec2019 = 6197
Jan2020 = 5023
Feb2020 = 4930
Mar2020 = no report
April2020 = 6886
May2020 = 5636
June2020 = 8482
July2020 = 7500

Note : Why March 2020 no production report ? main kotor ke ? please check if i am wrong ?

Posted by Mikecyc > 2020-09-07 09:00 |

Post removed.Why?

Posted by Mikecyc > 2020-09-07 09:00 |

Post removed.Why?