Posted by wallstreetrookie > 2022-04-22 00:30 | Report Abuse

The age of price discovery is over. Global asset managers are set for the worst decade ahead. Value strategies no longer generate alpha. Growth strats underperform. Quant funds also underperform except merger arbs and volatility funds. Retail investor interest will remain high.
No longer possible to discover “hidden gems” in the market as quant funds would immediately pick them up and resell upon any market noise. Even stochastic processes and Ito Calculus can no longer predict both macroeconomic trends and short term equity moves.

In short, Equity markets are way too crowded to generate true alpha. Excessive speculation over every iota of financial news/information signals a significantly unhealthy market. Even a cough from The Fed moves the index by billions of US dollars. This all indicates towards a decade of asset deflation (including fixed income, equity, etc).
The sad thing is,
Malaysia missed out on basically, everything. From the biggest stock bull run to global economic growth. Before Najib Razak was ousted, he was proactive in transforming Malaysia from a commodity-rich country to a manufacturing powerhouse. But it was a futile attempt as Malaysia remains embroiled in a vortex of political turmoil. Now, Malaysia becomes dependent on commodity exports once again, which means the country is basically moving backwards instead of progressing forward like its peers, Singapore, Vietnam and even Indonesia.

Posted by wallstreetrookie > 2022-04-22 00:33 | Report Abuse

KLK is a strong hold since Malaysia will never be a major power in the tech industry. Malaysia will become more and more backward as it relies on commodity exports to save itself from deficits.

KLK to the moon. One day, Vietnam and Indonesia will surpass Malaysia and Malaysia will be behind other ASEAN countries. Good for palm oil stocks because plantation industry uses low skilled labour

Posted by wallstreetrookie > 2022-04-22 00:34 | Report Abuse

Hope this is a useful analysis for you all

Posted by joerakmo > 2022-04-22 11:49 | Report Abuse

as of last night prices
CPO is natural hedge against weak ringgit.December 22 soyoil is selling at Rm6850 equivalent.July 22 soyoil is Rm7530 equivalent, a Rm1300 premium over July FCPO
Why Malaysia sell forward at such discount when there is a shortage and when there is demand.

Posted by supersinginvestor > 2022-04-22 11:50 | Report Abuse

Klk king of plantations .
Hold..
I will only take profit at RM 42...

Posted by supersinginvestor > 2022-04-22 11:51 | Report Abuse

Coming qr sure new batch of upgrades from ibs..

Posted by wallstreetrookie > 2022-04-22 14:52 | Report Abuse

KLK Closing RM29

Posted by wallstreetrookie > 2022-04-22 14:52 | Report Abuse

Stop selling

Posted by wallstreetrookie > 2022-04-22 14:53 | Report Abuse

1,144 block at RM28.00

Posted by wallstreetrookie > 2022-04-22 14:55 | Report Abuse

I just averaged up again 2,000 units. Let's go

Posted by wallstreetrookie > 2022-04-22 14:57 | Report Abuse

Insiders haven't sold. They redeemed (exercised) their options at RM24.00
KLK will never drop to below RM24
The margin of safety is good

Posted by wallstreetrookie > 2022-04-22 15:09 | Report Abuse

RM30 by next week

Posted by wallstreetrookie > 2022-04-22 15:09 | Report Abuse

KLK at RM28 is just ridiculous

Posted by wallstreetrookie > 2022-04-22 15:18 | Report Abuse

241,600 block trade from Credit Suisse

Posted by supersinginvestor > 2022-04-22 15:27 | Report Abuse

All good to go till oct nov 2022....
I will hold till then n sell at RM 42

Posted by supersinginvestor > 2022-04-22 15:28 | Report Abuse

Lai lai RM 42...
Lai lai $$$¥¥¥€€€₩₩₩£££

Posted by joerakmo > 2022-04-22 20:53 | Report Abuse

Soyoil up MYR down July Soyoil is Rm7850, Why Malaysia in hurry to sell.

Posted by supersinginvestor > 2022-04-22 22:38 | Report Abuse

Limit up coming..
Food crisis here.
Palm oil is new gold.
Indon ban palm oil sales..

Posted by s3phiroth > 2022-04-23 11:06 | Report Abuse

Foreign funds keep buying palm oil stocks to hedge against inflation while malaysians keep buying tech stocks to fight against fed.

Posted by joerakmo > 2022-04-23 18:53 | Report Abuse

It is hypocritical of these foreign institutional buyers of CPO,when prices are high they almost always ask for discount and when prices are low they dont give a shit!!

Posted by stockraider > 2022-04-24 11:06 | Report Abuse

Ok to give u a good picture on palmoil ban by indonesia;

Indonesia producer can only domestically at Rm 3500 to Rm 4500 loh!
Their production cost is Rm 1500 to Rm 2000 loh!
Still making good profit but much less loh!

Msia producer can sell Rm 6500 to Rm 7500 mah!
Msian producers cost at Rm 2000 to Rm 2400, can make super abnormal profit loh!

Posted by supersinginvestor > 2022-04-25 09:08 | Report Abuse

Limit up

Lai lai...

Posted by supersinginvestor > 2022-04-25 09:08 | Report Abuse

Now only people sell tech n buy palm oil ah.lol..
Funny..

Posted by troy88 > 2022-04-25 09:36 | Report Abuse

Indonesia export ban is no joke. MY palm oil exports to soar!

Posted by supersinginvestor > 2022-04-25 09:38 | Report Abuse

LET PALM OIL TURN TO GOLD.
SO IT SHALL BE..
LET PALM OIL SHARE HOLDERS TURN RICH..
SO IT SHALL BE...

Posted by supersinginvestor > 2022-04-25 09:39 | Report Abuse

The food crisis i was talking about is here..
Limit up

Lai lai

Posted by supersinginvestor > 2022-04-25 10:01 | Report Abuse

Lol..

Posted by supersinginvestor > 2022-04-25 10:02 | Report Abuse

My new name cposupersinginvestor...
My kids oso now i name palmoil first name..

Posted by supersinginvestor > 2022-04-25 10:04 | Report Abuse

Yes agree @cpoJJPTR

Posted by troy88 > 2022-04-25 10:07 | Report Abuse

KLK will greatly benefit from Indo export ban. We are talking about the plantation king here

Posted by supersinginvestor > 2022-04-25 10:17 | Report Abuse

Yes agree @cpotroy88

Posted by supersinginvestor > 2022-04-25 10:30 | Report Abuse

Lai lai ££$$€€¥¥₩₩
Limit up lai lai

Posted by supersinginvestor > 2022-04-25 10:31 | Report Abuse

HENG ah ONG ah HUAT ah

Posted by supersinginvestor > 2022-04-25 11:15 | Report Abuse

My words of wisdom i follow closely...
"Only a fool will sell palm oil shares"

Posted by supersinginvestor > 2022-04-25 14:09 | Report Abuse

Klk lai lai...
Lai lai $$$$$
Limit up lai lai...

Posted by supersinginvestor > 2022-04-25 14:11 | Report Abuse

Dear mr. fund manager..
Unker sifu advice u to buy klk..
Its still cheap for you..
If u dont buy now later unker sifu sell to you rm42..ok..
Lol

Posted by wallstreetrookie > 2022-04-25 15:52 | Report Abuse

Kuala Lumpur Kepong closing RM30

Posted by wallstreetrookie > 2022-04-25 15:53 | Report Abuse

Average up

Posted by wallstreetrookie > 2022-04-25 15:56 | Report Abuse

Averaged up another 3,000 units let's go

Posted by joerakmo > 2022-04-27 18:30 | Report Abuse

July 22 soyoil Rm8166 now

Posted by joerakmo > 2022-04-28 09:11 | Report Abuse

Plantation co. with exposure to Indon will still post higher profits than last year.GAPKI prices 1Q22 higher than 4Q21.April22 also higher than 1Q22. Most Important is their selling policy, not to sell too far forward. Worst are our Msian GLCS.

Posted by supersinginvestor > 2022-04-28 14:17 | Report Abuse

Woah. Klk is the true king of plantations..
Lai lai rm30

Posted by supersinginvestor > 2022-04-28 14:18 | Report Abuse

Klk unker sifu ask you plz give us good results and good dividend and bonus a bonus is due pretty plz
.

Posted by supersinginvestor > 2022-04-28 14:19 | Report Abuse

Huat ah klk
Lai lai.$$$$

Posted by Abba84 > 2022-04-28 14:22 | Report Abuse

Heard klk too,is selling on FCPO.but its share price is always up

Posted by supersinginvestor > 2022-04-28 14:28 | Report Abuse

Hope the forward selling is not too much. Forward selling is a must n for sure but with limits. If no limits then the seller get screwed n the buyer wins. Thats not business. Thats criminal

Posted by supersinginvestor > 2022-04-28 14:29 | Report Abuse

Big players used forward selling as the buyers want that n its good for seller. But if toooo much forward selling its out of control then the seller goes bust n the buyer now sells his products at a market price with lower cost.

Posted by supersinginvestor > 2022-04-28 15:37 | Report Abuse

Huat ah heng ah ong ah
Lai lai $$$
Lai lai $30

Posted by supersinginvestor > 2022-04-29 10:56 | Report Abuse

Lai lai.$ 30
My target rm42.
Lets go.

Posted by wallstreetrookie > 2022-04-29 11:36 | Report Abuse

Malaysia is a greedy country, so Zuraidah will want FCPO to keep going up. Whereas the Indonesian leader, Jokowi wants higher approval rating for the next election.

It is a war between the two top palm oil exporters. KLK will move higher