Posted by wallstreetrookie > 2022-03-24 14:09 | Report Abuse

Buying 15,000 units later let's go. KLK is too cheap

Posted by wallstreetrookie > 2022-03-24 16:24 | Report Abuse

NATO meeting right now

Posted by wallstreetrookie > 2022-03-24 17:00 | Report Abuse

This forum is so boring, almost feel asleep today.

Posted by wallstreetrookie > 2022-03-24 18:53 | Report Abuse

Malaysia Top Equity Research House (In my opinion)
1. RHB-OSK
2. CGS-CIMB
3. Kenanga
4. TA Securities

Posted by calvintaneng > 2022-03-25 06:08 | Report Abuse

Epf has turned from selling to buying Klk last two days

Is Epf capitulating to palm oil like Rhb Hoe Lee Ling?

It will be great news then

Posted by supersinginvestor > 2022-03-25 22:52 | Report Abuse

Aiyo calvin here ah...sure go down lerr...

Posted by Cockroach Paul Lee > 2022-03-26 00:10 | Report Abuse

2years in Texchem , profit’s return not bad. Quantum leap is true.
6month in KLK , Keep accumulating … long term sure win. TP 40.00 will come true.

Posted by calvintaneng > 2022-03-26 08:52 |

Post removed.Why?

Posted by LouiseS > 2022-03-27 08:34 | Report Abuse

IS KLK YOUR FAVOURITE PLANTATION STOCK?
KUALA LUMPUR KEPONG BERHAD 2021 ANNUAL REPORT ANALYSIS
https://youtu.be/WL-2D8l9Jpk

Posted by wallstreetrookie > 2022-03-28 08:29 | Report Abuse

For traders:
Chinese companies especially distressed ones such as property are expected to submit their earnings before the deadline 31 March 2022. A lot of property companies could get delisted if failed to comply with regulations. CSI and Hang Seng could experience heightened volatility throughout this week.

Posted by wallstreetrookie > 2022-03-29 11:46 | Report Abuse

Block trade every day coming out of Citi trade desks

Posted by wallstreetrookie > 2022-03-29 11:46 | Report Abuse

Fake pullback

Posted by wallstreetrookie > 2022-03-30 10:23 | Report Abuse

Futures always green on Wednesday

Posted by wallstreetrookie > 2022-03-30 10:24 | Report Abuse

Wednesday is a good day

Posted by Johnwong03 > 2022-04-04 01:08 | Report Abuse

Europe may be forced turn Malaysia Palm Oil
https://www.nst.com.my/opinion/columnists/2022/04/785491/europe-may-be-forced-turn-malaysian-palm-oil

Posted by Mabel > 2022-04-05 11:31 | Report Abuse

Palm Oil Inventories in the world’s second-largest producer, Malaysia are forecast to 1.53 million tonnes, rising for the first time in five months. Exports are seen rising 6.3% to 1.17 million tonnes, in line with estimates from cargo surveyors showing a rise in shipments to top buyers India and China.

Exports rose at the back of strong demand for palm olein particularly in the Middle East and countries with large Muslim populations to meet rising demand ahead of the Ramadan fasting month. Countries like Egypt, Iran and Saudi Arabia which typically rely on sunflower oil had to switch to buying palm to meet the strong seasonal demand. Shipments of palm oil to the region will remain strong in April.

Global supply of sunflower oil has taken a hit after Russia’s invasion of Ukraine damaged port infrastructure and disrupted supply of the edible oil from the key Black Sea region, forcing buyers to seek alternatives. In April, a sustained rise in production aided by favourable weather outlook will keep prices under pressure, but the behaviour in crude oil prices will keep palm prices in check

Posted by wallstreetrookie > 2022-04-05 21:01 | Report Abuse

Losses for the vital vegetable oil risk accelerating global food inflation that’s already running at a rampant pace. Buyers across Asia and Europe that are awaiting sun-oil deliveries are switching to alternatives soybean, rapeseed and palm. Yet those supplies have been limited as well by weather woes and labor shortfalls, sending prices to dizzying heights.
Read more: Russia’s war is redrawing the $120 billion global grain trade.
“We’ll have huge stock inside Ukraine, and no stock and no goods for the market outside Ukraine,” Osypov said. “It’s big damage for the food security of the global world, and a big problem with liquidity for the company and the farmers inside Ukraine.”

Bloomberg | Markets

Posted by wallstreetrookie > 2022-04-06 07:45 | Report Abuse

A gradual reopening of borders in Asia is fueling a hunt for trades that will derive the biggest boost from a recovery in consumption and investment. Soaring commodity prices will boost the coffers of exporters such as Indonesia and Malaysia although some analysts warn the damping effect on global growth may outweigh the positives.
“Higher commodity prices should be most beneficial to Malaysia and Indonesia’s terms of trade in the region,” the Goldman analysts wrote. “We think the won and Taiwan dollar should underperform given the expeditious pace of Fed normalization, slowing Chinese growth and persistent equity outflows.”

Posted by chongming > 2022-04-07 15:01 | Report Abuse

CPO ALL TIME HIGH SOON

Posted by Cockroach Paul Lee > 2022-04-10 00:48 | Report Abuse

Investing is boring … George Soros said once……
Really boring …….. look at the paper gain, ok feeling better now

Posted by wallstreetrookie > 2022-04-13 08:45 | Report Abuse

Slap the ask

Posted by wallstreetrookie > 2022-04-13 08:51 | Report Abuse

Kuala Lumpur Kepong would've broken its all time high if listed in other markets

Posted by wallstreetrookie > 2022-04-13 08:51 | Report Abuse

Not enough liquidity. Need >30 Million value traded per day

Posted by wallstreetrookie > 2022-04-13 08:56 | Report Abuse

Never use foreign buying/selling as an indicator. Foreign investors are not the only "smart" money. Follow the footstep of local institutions and buy side analysts. Foreign sold down 99% on Monday according to MATPENET index.

Posted by wallstreetrookie > 2022-04-13 08:57 | Report Abuse

Foreign investors just here to pump 1%-2% based on Ringgit strength and weakness. Their turnover is higher than pang72 for example. Haha

Posted by wallstreetrookie > 2022-04-13 13:42 | Report Abuse

My Favourite Equity Research division
1. RHB-OSK Or CGS-CIMB (banks)
2. Kenanga (boutique investment bank)
3. TA Securities (less-known securities firm)
The rest is unreliable

Posted by wallstreetrookie > 2022-04-15 10:30 | Report Abuse

Hold

Posted by wallstreetrookie > 2022-04-15 14:56 | Report Abuse

Best plantation stock hold

Posted by wallstreetrookie > 2022-04-15 15:19 | Report Abuse

Institutional investors will find any excuse for any sell-off for plantation stocks. They hate seeing retail investors make money

Posted by wallstreetrookie > 2022-04-15 15:24 | Report Abuse

When retail investors make money, the bankers will be overwhelmed with rage and fury.

Posted by VTrade > 2022-04-16 14:06 | Report Abuse

Should be a good buy
26

Posted by wallstreetrookie > 2022-04-18 06:23 | Report Abuse

“Malaysian ringgit’s fundamentals remain supportive due to elevated commodity prices,” said Divya Devesh, head of Asean and South-Asia foreign-exchange research at Standard Chartered Bank in Singapore. “We expect dollar ringgit to trade in a wide 4.20-to-4.30 range in the second quarter, before recovering toward 4.20 by end of June on the back of Malaysia’s very strong trade surplus.”
One of the worrying signs for the ringgit is the retracement in oil prices even as the war in Ukraine continues to
rage. Crude has dropped about 20% from its peak set last month as lockdowns in China have cut the outlook for demand. Malaysia is an energy exporter.
Taken together, the dovish central bank and the uncertain outlook for oil suggest the ringgit will have a difficult time making any headway against the all-conquering dollar

Bloomberg | Macro

Posted by wallstreetrookie > 2022-04-18 06:40 | Report Abuse

We like Kuala Lumpur Kepong the most among other large cap plantation stocks due to better ESG scores and less news heat/coverage. Furthermore, plantation stocks will likely see peak valuation by Q3 - Q4 2022 as Jun contracts expire. Technical wise, the upside risks for palm oil remain apparent.

Posted by wallstreetrookie > 2022-04-18 06:52 | Report Abuse

In 2019, UBS said Malaysian economy is not going to recover for a long time as oil prices plummet since it was pegged to 70$ or 60$ per barrel (forgot the actual figure, but roughly the same number). Right now, fast forward to 2022, oil is trading near 120. With UMNO in power, the halcyon days of Malaysia will be back soon.

Posted by wallstreetrookie > 2022-04-18 07:02 | Report Abuse

Jakarta Composite Index already broke out. Believe in Malaysia

Posted by troy88 > 2022-04-20 09:03 | Report Abuse

Return of the King

Posted by wallstreetrookie > 2022-04-20 11:20 | Report Abuse

EPF withdrawal begins today

Posted by wallstreetrookie > 2022-04-20 11:20 | Report Abuse

All hail Kuala Lumpur King

Posted by wallstreetrookie > 2022-04-20 11:21 | Report Abuse

Don't sell

Posted by wallstreetrookie > 2022-04-20 11:54 | Report Abuse

KLK closing higher

Posted by wallstreetrookie > 2022-04-20 11:57 | Report Abuse

236,400 block trade from Citibank

Posted by supersinginvestor > 2022-04-21 10:39 | Report Abuse

AHAHAHAHA
thats me laughing all the way to the bank
:-)))))

Posted by troy88 > 2022-04-21 11:19 | Report Abuse

Plantation king KLK powering to greater heights..

Posted by wallstreetrookie > 2022-04-21 11:22 | Report Abuse

@supersinginvestor
Lol just go buy your MSC. Won't move

Posted by supersinginvestor > 2022-04-21 11:32 | Report Abuse

@wallst
Told u once u appear it wont move or go down..

Posted by supersinginvestor > 2022-04-21 11:33 | Report Abuse

Nvm u do promotion here ok...good job.. i rest..lol

Posted by wallstreetrookie > 2022-04-21 11:34 | Report Abuse

I am here every day. You are delusional. Anyone can invest in blue chips, quit with your holier-than-thou attitude. You are not special or unique than any retail investor. So be humble

Posted by wallstreetrookie > 2022-04-21 11:34 | Report Abuse

You speak as if my comment can influence a 30 billion Ringgit stock? Are you joking?

Posted by supersinginvestor > 2022-04-21 11:47 | Report Abuse

Lol..why so angry wallst..
Relax..continue ur promo..
Good job. Ignore me

Posted by wallstreetrookie > 2022-04-22 00:21 | Report Abuse

Thank god I left as a buy-side equity analyst right before the global market rout. Look at the number of retail investors who claim to be Warren Buffett on i3investor forum after winning a few thousands on the market. This industry is officially entering the last stage of sunset industry.

My prediction is that these 3 industries within finance will disappear soon:
1. Equity Research
2. Asset management/equity portfolio management
3. Sales and Trading (excluding Derivatives and complex structured products)