Posted by Tanhboon > 2021-01-18 15:44 | Report Abuse

MCO conditions and politics — these are the two resisting factors

Posted by lksiam > 2021-01-18 16:18 | Report Abuse

Still waiting for the monthly production report. Should be latest 20 Jan.

Posted by bulldog > 2021-01-18 18:39 | Report Abuse

Accumulation in progress

Huat chaiii

Posted by johoran > 2021-01-18 19:18 | Report Abuse

CPO
Q3=24,259 MT
Q4=21,484 MT
down 11%

CPO price
Q3=2,700
Q4=3,300
UP 22%

Q4 PROFIT HIGHER THAN Q3

Posted by johoran > 2021-01-18 19:20 | Report Abuse

Estimate Q4 Profit 28~30m
EPS= 1.68

Posted by Mabel > 2021-01-18 19:51 | Report Abuse

Today I Sapu two tranches of Revenue shares already

My Inari are up

Greatec are up

MYEG are up

Penta are up

VS Industry are up..

Technology Stocks is a clear winner in Week 2.

Next will be Plantation

Meow Meow Meow

Posted by bulldog > 2021-01-19 00:09 | Report Abuse

TDM uptrend is unstoppable

Huat chaiii

Posted by bulldog > 2021-01-19 08:21 | Report Abuse

Prepare for the next technical rebounds

Huat chaiii

Posted by TheSecret > 2021-01-19 09:33 | Report Abuse

Good morning

South America Weather Radar shows Argentina very dry

Soybean and Corn will be fair in Brazil but quite bad in Argentina

that means that Soyoil will be sustained

Thus palm oil should be well supported above Rm3000

Production is as low as Rm1465 by Thplant

and No tax of 8% if cpo prices falls below Rm3450

So most Palm oil companies will enjoy 100% net profit for 2021

Glove ASP now at its apex and will plateaued off and also Glove prices up alot from it's lows

Tech stocks surged very very high but got only average earnings

So P/E now very high


Only palm oil stocks got real and solid earnings for 2021 and prices still low

So go for palm oil shares while others chase bubbles

Posted by bulldog > 2021-01-19 13:15 | Report Abuse

Accumulation in progress

Huat chaiii

Posted by bulldog > 2021-01-19 13:15 | Report Abuse

Bulldog take another position@31.5

Huat chaiii

Posted by bulldog > 2021-01-19 13:16 | Report Abuse

When TDM at 31 nobody demand...when TDM at 38 everybody start chasing

Huat chaiii

Posted by bulldog > 2021-01-19 13:18 | Report Abuse

Bulldog start switching from samaiden cypark silvest to TDM

Huat chaiii

Posted by bulldog > 2021-01-19 13:18 | Report Abuse

The best place to park the money

Huat chaiii

Posted by Tanhboon > 2021-01-19 15:13 | Report Abuse

Monthly production data out ..
not bad considering floods ... with escalated prices well above rm3000/ton cpo more than offset reduction of 5% reduction in volume fm floods .
Profit Earnings expected to be in twice that of the previous Q .. I estimate eps above 2.0 - 2.3 sen . If there no unexpected large expenses .

Posted by Tanhboon > 2021-01-19 15:17 | Report Abuse

Tdm good value going forward .,
1.26 last
2.0 this
2.0 next
1. 5 next next
6. 72. Eps for 4Q...
assuming a 10 PE ratio
Tdm value 67.2 sen ..,
Now 31.5 sen ..., BUY BUY BUY

Posted by bulldog > 2021-01-19 15:46 | Report Abuse

TDM 0n the move

Huat chaiii

Posted by bulldog > 2021-01-19 15:46 | Report Abuse

Bulldog makan some more at 31.5

Huat chaiii

Posted by bulldog > 2021-01-19 15:47 | Report Abuse

Close at 32 today?

Huat chaiii

Posted by bulldog > 2021-01-19 15:48 | Report Abuse

Hold tight

Huat chaiii

Posted by bulldog > 2021-01-19 15:48 | Report Abuse

Strong buy@31.5

Huat chaiii

Posted by bulldog > 2021-01-19 16:06 | Report Abuse

Gentlemen
Fasten your seat belt

Huat chaiii

Posted by bulldog > 2021-01-19 16:06 | Report Abuse

Start your engine

Huat chaiii

Posted by bulldog > 2021-01-19 16:06 | Report Abuse

31.5 clear

Huat chaiii

Posted by bulldog > 2021-01-19 16:07 | Report Abuse

32 and chase forward

Huat chaiii

Posted by bulldog > 2021-01-19 16:07 | Report Abuse

Any takers?

Huat chaiii

Posted by bulldog > 2021-01-19 17:18 | Report Abuse

Tomorrow gap up?

Huat chaiii

Posted by bulldog > 2021-01-19 17:19 | Report Abuse

Time to accumulate

Huat chaiii

Posted by bulldog > 2021-01-19 22:54 | Report Abuse

TDM uptrend is unstoppable

Huat chaiii

Posted by bulldog > 2021-01-20 06:16 | Report Abuse

Bulldog fully loaded at 31.5

Huat chaiii

Posted by bulldog > 2021-01-20 06:16 | Report Abuse

Prepare for the next rally

Huat chaiii

Posted by bulldog > 2021-01-20 10:00 | Report Abuse

TDM cheap sale at 31...no takers?

Huat chaiii

Posted by Psky > 2021-01-20 10:47 | Report Abuse

Why keep dropping?

Posted by bulldog > 2021-01-20 14:36 | Report Abuse

Bulldog take another position at 30.5

Huat chaiii

Posted by surviver > 2021-01-20 15:13 | Report Abuse

bulldog I with you don't take me to holland

Posted by bulldog > 2021-01-20 15:59 | Report Abuse

I only take myself since 11c until now

Huat chaiii

Posted by bulldog > 2021-01-20 16:00 | Report Abuse

Please do proper analysis before decided to invest.

Huat chaiii

Posted by bulldog > 2021-01-20 16:01 | Report Abuse

Plantation not applicable to contra player

Huat chaiii

Posted by bulldog > 2021-01-20 16:04 | Report Abuse

The price drop mainly due to CPO downtrend
But at 3200 tdm still profitable plus 4 specialist hospital

Huat chaiii

Posted by bulldog > 2021-01-20 16:07 | Report Abuse

If below 30 bulldog will be all out accumulating
Untill no more cash in the bank , unit trust, tabung haji, ASB, pinjam Sama emak pinjam Sama wife...semua moratorium minta dgn bank... invest until broke

Huat chaiii

Posted by bulldog > 2021-01-20 16:11 | Report Abuse

Then invest and wait for 1 year dec2021...if still less than 30 c then bulldog can travel to Holland peacefully

If 60c .. bulldog also can retire from bursa peacefully and bot small plantation land

Huat chaiii

Posted by bulldog > 2021-01-20 16:13 | Report Abuse

Don't worry be happy


Huat chaiii

Posted by johoran > 2021-01-20 16:24 | Report Abuse

as log as CPO 3000 above, plantation stock still can enjoy big profit

Posted by bulldog > 2021-01-20 16:26 | Report Abuse

TDM is of the super defensive counter
Most of the plantation high impact due to CPO drop...but TDM have 4 specialist hospital which is bullet proof from CPO Price

Huat chaiii

Posted by bulldog > 2021-01-20 16:27 | Report Abuse

The plantation jewel of the crown.. TDM

Huat chaiii

Posted by johoran > 2021-01-20 16:27 | Report Abuse

Q3 CPO 2700.. profit 21m

Posted by chesslim > 2021-01-20 16:52 | Report Abuse

记住，当别人恐惧时你要贪婪。

Posted by johoran > 2021-01-20 17:33 | Report Abuse

http://bepi.mpob.gov.my/index.php/en/monthly-release/monthly-release-2020/dec-2020.html

Posted by johoran > 2021-01-20 17:37 | Report Abuse

NOV 2020 vs DEC 2020
production cpo drop 17%
Stock cpo drop 25%
export increase 24%

Posted by Michael Kwok > 2021-01-20 21:21 | Report Abuse

Look like going to fall to 28-25 cents for a while.