Posted by bestbuy > 2017-01-05 09:35 | Report Abuse

TDM volume up

Posted by Lonaldo Lo > 2017-01-05 18:12 | Report Abuse

Tdm main attractive is will it follow like previous boustead listing pharma , few year ago pharma ipo listing , within 2 weeks the price had shoot up double approx from rm 5 to rm11..So tdm if wanna listing the medical sector which listing the medini group ipo, probably the tdm will attract more investor to buy instead buy open market in ipo.. Look at current medical or pharmacy sector most running pe above 30 to 40, that doesn't mean it very expensive , as I said before medical and pharmacy had a.very good future and important in our daily need and high pe show it will grow bigger and earn more in future based on investor expectation . Current tdm trading at pe 10 to 13 if got plantation is reasonable and also not considered undervalued cos this share dividends is low . But mixed with medical sector is different story , that is main reason I buy this share . Frankly speaking i had 100,000 lot which my cost rm 0.65 to rm 0.67 and keep for 3 months already ..I will see how whether the management will keep their promise and implement on it or not? Management is most important factor for me to buy for long term or not , if they hold too much cash dunno how to diversified or expand , willing to take risk or money find money , in final their market share will become smaller and profit also will drop like put the money in Fd waiting for depreciated.

Posted by mjy88 > 2017-01-05 19:59 | Report Abuse

Lonaldo, healthcare arm will not be listed until they achieve a certain total number of beds in order to secure the right size to benefit from economy of scale. But their progress on expansion in the healthcare arm has been on track with little delay. As your previous comments on the company's dividend, TDM used to pay high dividend a few years ago prior to the share split, i guess the much lower dividend payout is due to expansion plans of the company in Kalimantan as well as the new hospitals. Just my 2 cents

Posted by bestbuy > 2017-01-05 21:36 | Report Abuse

冲破0.705阻力位置，主力筹码加持，TDM明天继续冲

Posted by Lonaldo Lo > 2017-01-05 21:40 | Report Abuse

Mjy, so far there is no news said listed when achieve a certain number of beds ( bigger turnover ) . From AR, we can know tdm medical sector almost 45mil per quarter and approx 2 mil turnover . It actually look like kpj 2002 financial result which 42 mil turnover , 3 mil over profit per quarter , rm 1 approx . But this share big move only 2009 to 2012 . If u invest there , ur return will be 600%. Why , all go to fundamental , turnover , profit , a lot of expand end up share also increased apparently. Of course major share holder like EpF also speed up the price increase. Today tdm medical sector consider a baby , dunno when this baby will grow up, all depend management direction . If simply goreng , maybe can shoot up rm 1 to rm 1.2..If wanna huge return like kpj , we still need to wait few years, see major shareholder activity , attend agm ask question , track for their quarter result ...

Posted by 稻田·* 粒粒芳香 > 2017-01-05 21:44 | Report Abuse

sabar....

no panic.. let it cross 0.850 first

Posted by manji > 2017-01-05 22:40 | Report Abuse

Lonaldo Lo every saying how bad tdm is but once price shoot up suddenly changing tone faster than Sichuan face changing art claps~

Posted by 稻田·* 粒粒芳香 > 2017-01-05 22:48 | Report Abuse

hahahaha

manji...I aim TDM 2 years...waiting for May 2017 only

Posted by looyee > 2017-01-05 22:55 | Report Abuse

have been waiting for TDM to reach 80 sen and then 1 for so long...looking good :)

Posted by 稻田·* 粒粒芳香 > 2017-01-05 22:56 | Report Abuse

0.850 and consolidate

Posted by 稻田·* 粒粒芳香 > 2017-01-05 22:56 | Report Abuse

0.850 and consolidate

Posted by Lonaldo Lo > 2017-01-05 22:58 | Report Abuse

Manji, this place is for information gathering not for talk nonsense, I personal had bought tdm few months ago , Don waste time on argueing. If u had more useful info , can share . Don simply had bought the share then keep always ask ppl buy , sure up one , this is most silly thinking.learn from ecobear, mjy 88 at least share technical view or best buy optimus view also not bad...

Posted by mjy88 > 2017-01-05 23:36 | Report Abuse

Lonaldo, if im not mistaken in the AR did mention about number of beds or the info can be googled by individual hospital, which is about 400 plus the new hospital(if i could recall correctly). Agree on the part you mentioned there is still along way. I have been holding TDM since 2013, and doing some trading on and off. I believe it has intact fundamental and good business prospect.

Posted by Lonaldo Lo > 2017-01-06 00:03 | Report Abuse

Total bed now approx 600.. Plantation is basically depend on weather , land , price , labor , etc... Of course indonesia and Malaysia had plenty of land . Nowadays technology palm oil can start harvest after 3 years compared 7 years , old technology. So if palm oil price too good , other fruit player will switch to palm oil like from rubber , durian , local fruit to palm oil. So high price will not maintain long one . It happen same like oil and gas counter ..when it created record highest , the next few year all player losing money , oversupply ...So good management always willing to take new challenge and diversified ..if look at tdm history chart and trend ， it really slow movement..major shareholder hold more than 61% + associated group also make investor lack interest on this share..Of course it from 1.3 drop until 0.64 now 0.7 is good time to accumulated to hit jackpot another 6 month with so many good news from higher palm oil price and steady increased turnover by expand recently. Anyway the result for this share real value only can be seen another few years...

Posted by Albukhary > 2017-01-06 00:06 | Report Abuse

mjy88, the new hospital is only 130 only la. For a Hospital, 130 beds consider very good d.
For reference, all Columbia Asia Hospitals have less than 100 beds.
Prince Court KL Hospital have 277 beds only.
SJMC have 393 beds only.

So for TDM Terengganu, 130 beds are very suitable size.

Posted by manji > 2017-01-06 00:14 | Report Abuse

Lonaldo Lo
im not interested to ask ppl buy as few bilis wont affect the share price. but im also not bad hearted to scared off ppl to buy by giving wrong info without facts to support.

Posted by Lonaldo Lo > 2017-01-06 00:25 | Report Abuse

Manji , anyway good night . Hope u earn more .
Albukhary , thanks for ur info . My info also get from klse headline analysis provided .
Now tdm this few days had suddenly increased to 5 to 8 times than normal trading days. Beaware for contra player , afraid makan by big fish..cash player is ok...holding power is important ..

Posted by ezobear > 2017-01-06 00:45 | Report Abuse

Happy making money & make friend here ... no war! I'm a TA then FA guy, this wave of uptrend is based on serial of accumulation since mid oct. the chart pattern is awesome as the wave 1 is formed, expect 0.79 will be facing resistance. As long as the pail oil price is hold above 3k, any retreat will give good chance to accumulate more. Hospital business can be used to goreng in wave 3 as it is a real catalyst for operators to push the price. We are in good position to reap off the reward in the next few weeks. MacD prosperity burger will not make you rich for sure but TDM will definitely give Ang pow for CNY

Posted by mjy88 > 2017-01-06 08:55 | Report Abuse

Share price will only move once the flushing process is done, from those impatient to those who are patient. TDM price has been stagnant for almost a year, many people lost hope. Contra players hard to make money for a slow and steady counter, only patient ones can reap the fruits

Posted by looyee > 2017-01-06 10:18 | Report Abuse

there are many good counters...depending once preference.
TDM is definitly a good counter because of its diversification to health care and also its continuous expansion in its core palm oil business. Need patience as the results are yet to be seen. However, palm oil productions for Oct and Nov were good despite other plantation companies showing dropped in productions

Posted by Lonaldo Lo > 2017-01-06 12:39 | Report Abuse

Pls refer headline analysis ..a boon..for ur own reference ..

Posted by mjy88 > 2017-01-06 14:12 | Report Abuse

Albukhary, thanks..i just gave a rough figure as i cant recall exactly. My estimation is about 400 in total, including the new hospital

Posted by 稻田·* 粒粒芳香 > 2017-01-09 10:08 | Report Abuse

Anyone can tell the news is real???

Posted by 兄弟 bin HengTai > 2017-01-09 10:14 | Report Abuse

duitkor want to go check on site? kekeke

Posted by bestbuy > 2017-01-09 10:25 | Report Abuse

what news?

Posted by bestbuy > 2017-01-12 07:58 | Report Abuse

http://www.klsescreener.com/v2/news/view/178835

Posted by bestbuy > 2017-01-12 07:59 | Report Abuse

Nutella, strong statement by the big European food maker on supporting the use of palm oil as their raw mat

Posted by Sebastian Sted Power > 2017-01-12 09:45 | Report Abuse

buying queue good signal now. Hopefully above 80cents soon. CNY angpow coming

Posted by bestbuy > 2017-01-12 11:57 | Report Abuse

Slowly climbing up, supported by increasing volume

Posted by Lonaldo Lo > 2017-01-12 13:50 | Report Abuse

Support at rm 0.73, break resistance is 0.75, if can break , then will climb to rm 0.825...patient everybody..

Posted by bestbuy > 2017-01-12 20:59 | Report Abuse

Large volume on 0.735, strong support there.. this stock just need some catalyst to boost and fly

Posted by bestbuy > 2017-01-12 20:59 | Report Abuse

Dec production going to announce soon, CPO price is stable at 3000-3200 RM

Posted by manji > 2017-01-13 00:31 | Report Abuse

the only catalyst is Feb's qr. Win lose also see the qr

Posted by user > 2017-01-15 23:17 | Report Abuse

This shares at least worth 0.85.

Posted by HowAh > 2017-01-16 17:53 | Report Abuse

Omg what happened to the market today la

Posted by Lonaldo Lo > 2017-01-17 00:35 | Report Abuse

Today headline from New ceo message , good news is management said demerge plan for tdm to become pure plantation and medical counter separately which will unlock the tdm value is their main direction . Anyway bad news is this plan will take another 3-5 years ..patient n patient ..nowadays invest theory is can be last for longer is final winner ..good luck everybody ..history chart show this share goreng when at least 200k to 600k volume trade ..recently show 10k to 50k volume , still lack of big player play even this is good counter ..

Posted by kino318 > 2017-01-17 10:58 | Report Abuse

hi all, sifu, I m new to plantation, I want to ask which one give better profit margin, ffb, CPO or pk? mny thk.

Posted by Angielim9955 > 2017-01-17 15:08 | Report Abuse

Lonaldo Lo good news also no use for this elephant ?

Posted by DisCiPline > 2017-01-17 17:37 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5315629

Slight decrease in production, but with the offset of the CPO price, would expected a better quarter result ahead

Posted by Olga > 2017-01-18 00:11 | Report Abuse

PRODUCTION

2015 Sep-Dec: CPO 29,047 2016 Sep-Dec: CPO 24,461 (-15.79%)

2015 Sep-Dec: PK 7,839 2016 Sep-Dec: PK 6,713 (-14.36%%)

CPO & PK Price are good.. OFFSET.. ZZZ...

Healthcare.. still worrying to me.. if it makes u happy go ahead !!!

Posted by ezobear > 2017-01-18 00:42 | Report Abuse

Agreed .. disappointing dec output ... the only positive factors is CPO sustain above 3k ... innoprise of story will not see in TDM

Posted by Lonaldo Lo > 2017-01-18 01:03 | Report Abuse

Price palm oil 2015 Vs 2016, increase 40-50%.Health care business increased 5% annually.
Even palm oil production drop due to el nino weather , of course this month 9-12 quarter versus last year + health care business will be much improved and considered good news .If management said said demerge on next 3 to 5 year then this counter will boost another 3 years later . Most of the palm oil counter currently increased 7-20 % only even palm oil price had increased 50%. So tdm increase from 0.65-67 to 0.72-0.74 (+10%) are consider normal and so so because this counter are not famous and after split had too many share outside in open market which difficult to push it up if without major share holder . Hard to said is undervalued , it still lack of focus from most fund manager , besides recently major shareholder always disposed the share , so this counter still need patient and wait ...

Posted by bestbuy > 2017-01-18 08:28 | Report Abuse

If u had compared TDM with other plantation counters, you will know they actually did a good job and their bio discompose plant which produce the fertiliser for own use just started to operate around Oct2016..sustain growth FA/TA are in good position

Posted by bestbuy > 2017-01-18 08:29 | Report Abuse

Bought at low risk and return is by the market, felt great at least new ceo made some announcement about the Healthcare plantation split in near future

Posted by Lonaldo Lo > 2017-01-18 10:26 | Report Abuse

Latest monthly production show positive , it can be seen from Today volume and price increased . Next two day break rm 0.75 personal think could be possible .

Posted by YOLOOOO > 2017-01-18 11:06 | Report Abuse

2015 Sep-Dec: CPO 29,047 ( avg RM2200/MT ) = RM 63.9m
2016 Sep-Dec: CPO 24,461 ( avg RM2800/MT ) = RM 68.5m (+7%)

2015 Sep-Dec: PK 7,839 (avg Rm3500/MT) = RM 27m
2016 Sep-Dec: PK 6,713 (avg RM6000/MT) = RM 40m (+50%)

Simple math can tell you worth to buy or not.

Posted by bestbuy > 2017-01-18 11:06 | Report Abuse

Sure Lonaldo, volume and price this morning showed people are following TDM, more will realise and follow afterward.. cheers

Posted by Lonaldo Lo > 2017-01-18 14:04 | Report Abuse

If based on yoloooo calculation , latest financial result should be 68.5+40+ health care turnover , health care previous quarter (45mil, +5%), so it should be 68.5+40+ 47.5= 155.5mil . Variance 5%,
So it will range from 150 mil to 160 mil approximately for latest financial result for coming feb announcement ..it increase 50% versus previous quarter and 40% increased compared last year ..

Posted by ezobear > 2017-01-18 16:31 | Report Abuse

excellent breakout @ 0.74 ... TDM will test next barrier @0.79

Posted by ezobear > 2017-01-18 16:43 | Report Abuse

breakout with volume ... the only option is up up & away ... :)