Posted by ykloh > 2014-12-11 00:45 | Report Abuse

Popularity of chinese school (cs) is the product of our failed education policy. the generally low standards of the national schools and lack of importance being given to english as a subject is driving more and more parents, including malays, sending their children to cs. it is an undisputable fact the malay student population in cs is increasing year by year. why blame the chinese for sending their children to cs when other races are doing that?

both my 2 children went to cs for their primary education and national school for their secondary. they have absolutely no problem speaking, reading and writing in malay. so what's the problem.

Posted by jasonor > 2014-12-11 00:57 | Report Abuse

if all students are allowed to enter local universities without race quota n discrimination to the non malays.. mca no need to specially create ktar n utar to provide tertiary educations to students who achieved good results but denied entry to local universities. furthermore, many are not from wealthy family. denied entry into local universities although they achieved excellent result is a big issues to them. this is because "education is the most powerful weapon which you can use to change the world" as i quote from the late nelson mandela

Posted by Ring > 2014-12-13 08:09 | Report Abuse

...well I belief Shareholders dividend comes first b4 considering bonus n also depends whether yield is going up or improving.

Posted by Ring > 2014-12-13 08:26 | Report Abuse

“Productivity levels in countries like Japan, Korea and the US are about seven times more than us,” he said.

He said Malaysia’s skilled workforce was only at 28% and that employees needed to take more initiative to upskill themselves to seek better remuneration.

Posted by Ring > 2014-12-13 10:10 | Report Abuse

Crude oil price forever going to be low so biodiesel no more viable.Stop buying new land instead increase yield in d existing land to stay relevant.....professional thinking!
13/12/2014 10:09

Posted by Ring > 2014-12-15 13:28 | Report Abuse

During d Asian crisis we managed to sustain becoz palm oil price was good n d demand was there now palm oil in glut.In d first place glut shd not happen if d so called professionals r honest.Now with cheap crude n cheap palm oil price.Oil Industry doomed but if UP n KLK can get higher yield n their shares r above 20 then what happened to "F" can I say lazy managers not doing d field walking.Palm oil industry is labour intensive which needs intensive supervision.DPM has already opened d flood gate....asking experienced retirees to comment for d betterment of d country therefore we start talking,

Posted by Ring > 2014-12-16 17:07 | Report Abuse

The CEO is undoubtedly the most important person in a company. But it’s absurd to pay the CEO a thousand times more than the worker, especially when the company is doing poorly and the shareholders are losing.

So a lot of these CEOs are not only ineffective but are paid too much?

There are very good CEOs and very good boards, but the system itself is dysfunctional. It’s all camouflaged today because the economy’s good, interest rates are low and the market is high. So shareholders aren’t really upset by it.

It’s called a democracy, but it’s a misnomer. It’s more of a totalitarian state, a dictatorship or at the very least a monarchy. That’s what you really have.

Posted by Ring > 2014-12-20 08:27 | Report Abuse

http://klse.i3investor.com/blogs/valueinvestorresearchklse/66516.jsp

Posted by Ring > 2014-12-20 12:00 | Report Abuse

The yield/ha/annum currently is 20mt n below n with d current cheap crude oil n abundant supply of palm oil in d market, oil palm industry may collapse unless yield is increased to 23+ mt....slowly Fgv is becoming irrelevant!!!!! "Cheap crude stops palm oil into biodiesel industry"
20/12/2014 11:59

Posted by Ring > 2014-12-21 08:26 | Report Abuse

Sim....: can u please give some write-up about your present yield n what steps taken to bring d yield similar to UP/KLK.There was one estate I was working, whereby d high yielding seedling was sent to one particular estate for replanting.It was emphasised that hand weeding shd be done for maximum yield.There was protest from d Mgr....it is difficult n so on!!!....suppose to put rounded plastic sheet around d planted seedling to avoid any growth n were not done nor was it audited. What I am trying to say any instructions can be given if d Mgr...don't go to field being "No commitment".....with d present price n abundant supply of palm oil in d market.....companies can go Bust Bust Bust.....waiting to read some article in d Edge!!!!!!!

Posted by meobamah > 2014-12-22 14:27 | Report Abuse

tan sri ceo, america will never be destroyed from outside ~ abraham lincoln

Posted by Ring > 2014-12-27 13:41 | Report Abuse

Just for reading pleasure: we hv Malay/Chinese/Indian n English private schools. Rural n ppl cannot afford go to vernacular schools while ppl in urban n who can afford to private sch.The rich either to Singapore or elsewhere overseas."Obviously double standard" n does d Govt can realise! It is time also to introduce Govt English schools n start on a hd hoc basis from Std one n see d response from d malays (tgt group) especially d kampong. Once they r happy n convinced slowly spread it throughout d country n replace d malay schools wt English.U must understand in spite of d handouts n special privileges there is a lot of setback which is contagious n can lead to social evil n one is Mat Rampit.Conclusion handout is a failure so now give d correct education which is English wt a compulsory pass in BM.
27/12/2014 13:38

Posted by Ring > 2014-12-30 13:25 | Report Abuse

The Association of Water and Energy Research Malaysia (Awer) is not amused by some irresponsible, illogical, idiotic and lunatic attempts to point the recent flood as a "punishment from God", and neither do we take the current flooding as a rare occurrence.

In fact, if the destruction of our forests were to continue, imagine what will be the flood situation when only half of our current virgin forests are left? In the 10th Malaysia Plan, it was published that RM5 billion will be allocated for flood mitigation programmes (page 282)......extract from M..kini.......@ Ring I hv been telling in this forum stop cutting trees instead improve d yield from the existing land....d so called professionals hv no Brain?

Posted by Ring > 2014-12-31 11:27 | Report Abuse

Palm oil heads for longest rally since 2002
Posted on December 31, 2014, Wednesday

Palm oil climbed for a ninth day to head for the longest run of gains in more than a decade as flooding in Malaysia hurt prospects for harvesting, compounding a seasonal slowdown in production in the largest grower after Indonesia.

The contract for March delivery rose as much as 0.8 per cent to RM2,305 ringgit a metric tonne on Bursa Malaysia Derivatives and ended the morning session at RM2,292.

A ninth day of rising prices would be the longest run since June 2002, according to data compiled by Bloomberg. The commodity climbed to RM2,308 on Monday, the highest level since November 4.

Posted by Ring > 2015-01-01 13:49 | Report Abuse

Don't cut trees at your whim, warns Najib

Prime Minister Najib Razak yesterday reminded all quarters to be more responsible to the environment and not to cut trees for profits or at their whims and fancy.

"Don't look at trees as mere profits, trees also have their functions. If we betray our mother nature, this is the disaster that awaits us," he said, commenting more must be done to avert future flood crises.

Posted by ring > 2015-01-08 20:38 | Report Abuse

Posted on January 8, 2015, Thursday

KUCHING: The Malaysia palm oil industry’s key risks have been revealed to be the industry’s stagnating crude palm oil (CPO) yield.

At CIMB’s seventh Malaysia Corporate Day held recently, the research arm of CIMB Investment Bank Bhd (CIMB Research) noted that MR Chandran, who is an Honorary Member and Advisor to Roundtable on Sustainable Palm Oil (RSPO) had highlighted this point.

Coupled with labour shortage issues, the stagnating yield could reduce the profit margin achieved by the plantation companies and cost competitiveness of palm oil in the global edible oils market over time......@Ring, repeatedly i hv been highlighting that d yield must be brought similar to UP or doomsday for oil palm growers.MAS taken over by a foreigner Muller n 1MD d expert from Dubai n I think d Matsalleh must head d oil palm plantation who r not able to get a yield between 23-25mt/ha/annum.

Posted by ring > 2015-01-08 20:43 | Report Abuse

Please don't talk of workers shortage d issue is whether d managers spend 8 hrs in d field supervision? You may hv sufficient workers but if they r not supervised it is good as closing d industry or convert d plantation into housing!!!! "Intensive labour=Intensive supervision"

Posted by Ring > 2015-02-25 19:24 | Report Abuse

Sime Darby’s proposed acquisition of NBPOL to enhance EPS
Posted on February 24, 2015, Tuesday

KUCHING: Sime Darby Bhd’s (Sime Darby) proposed acquisition of New Britain Palm Oil Ltd (NBPOL), a leading producer of sustainable palm oil to expand its plantation business is poised to enhance its earnings per share (EPS) and provide new opportunities for new landbank additions.

Affin Hwang Investment Bank Bhd (Affin Hwang) yesterday said the proposed acquisition is expected to be EPS accretive in spite of the high acquisition price-earnings.

Posted by Ring > 2015-02-25 19:27 | Report Abuse

By increasing land bank not necessarily increase EPS! Your current yield/ha/annum is only 20mt correct me if I am wrong? Increase d yield similar to UP n KLK not only EPS will increase n share price will go above 20+++++++...best manure for d field r d mgrs footprints!!!

Posted by Ring > 2015-02-26 18:24 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1886441 Look at UP performance exceptional

Posted by L. C. Chong > 2015-03-10 22:08 | Report Abuse

SIME Analysis - https://lcchong.wordpress.com/2015/03/10/sime-fundamental-analysis-10-mar-2015/

Posted by ring > 2015-03-11 08:29 | Report Abuse

The general public audit cos' told me once in d coffee house Felda have billions of cash but is being robbed by top excecutives.The MB of NS already having corruption problem n honestly speaking why d BN gave him d Chairman post now his son is being hauled up.1MD another issue looks like no end for corruption, those crooks please try to understand all this r affecting Klci n foreign funds may not come.To counter this money laundering,Govt implementiing GST as they need cash.Why our Govt so cruel???

Posted by Ring > 2015-04-01 19:20 | Report Abuse

JAKARTA (Apr 1): Malaysian palm oil futures edged lower on Wednesday as worries over increased production and a stronger ringgit dampened buying.

"Strong growth in March and April production is seen as a bearish factor. The March Southern Palm Oil Millers Association figures released today showed and increase of a whopping 48 percent," a trader with a local commodities brokerage in Kuala Lumpur said.

By the day's close, the benchmark June contract on Bursa Malaysia Derivatives was down 0.51 percent at 2,152 ringgit ($582) a tonne. Total traded volume stood at 29,973 lots of 25 tonnes, below the average 35,000 lots.

"The SPOMA figures are having an impact. In April onwards, seasonal production will pick up, hence the outlook is weaker for the rest of the year," a second trader with a foreign

Posted by Ring > 2015-04-01 19:29 | Report Abuse

Oil palm growers shd increase d yield in d existing land not increse land bank, oversupply can bankrupt d compony. U would hv read in Starbiz there is over supply of doctors for a small country like ours but politicians r simply incresing d medical colleges but now telling oversupply of doctors so after qualifying hv to wait for one year for posting. During my time primary school,we call arithmatic n secondary school we call mathematics. I am here to say our lawmakers do not know aritmatic n shd return to school....ha ha....!... same principle goes to oil palm growers who does know d meaning of numbers.

Posted by Ring > 2015-05-06 22:08 | Report Abuse

I hv been highlighting in this forum that Felda must increase d yield/ha/annum similar to UP/Klk/IOI. Felda only getting 20mt of fruit which means is low n their not in d business.Top personnel unprofessional in oil palm plantation whereby they neglected in replanting program.Once d palm trees reaches 20yrs of planting must be replaced.Once new trees planted which is very costly, at d end of d 5th yr of planting, the yield must be 25mt to recover d replanting costs otherwise Co can go bust. If palm oil price is about RM3000, d weakness or poor m'ment may not be noticed but wt d present oil price around rm2200, cannot survive. Get rid of lazy M'grs, employ mgrs who r comitted n prepared to walk in d field for 8yrs. If d Govt adamant on weak policies, d voting right wt Felda settlers. I am writing this in good faith becoz I love my country. Employing ex-MB as d chairman a laughing stock. The CEO shd be about 40yrs old n a planter, PM shd tell d CEO, increase d yield to 25mt n bring to UP standard otherwise he shd be given d boot. Now d felda settllers voters is being felt in Rompin.I hope BN is reading this n I am prepared to be their adviser, i hv 40 yrs experience.

Posted by paulthesotong > 2015-05-21 12:35 | Report Abuse

Malaysia Vision Valley 11MP in Seremban............

Posted by Ring > 2015-05-23 23:48 | Report Abuse

http://www.thestar.com.my/Business/Business-News/2015/05/23/Sime-likely-to-miss-target/?style=biz

Posted by Ring > 2015-05-23 23:51 | Report Abuse

We agree wt all d reasons given for decrease in profit, may I ask one question is your yield/ha/annum is it similar to UP/KLK/IOI, of course it is much lower n what is being done to improve d yield.....!!!!....????

Posted by Ring > 2015-05-25 08:18 | Report Abuse

If i am not wrong Sime yield/ha/annum is 20mt unlike their counter part like UP/Klk/IOI is 23-25mt. The differecne of say 3mt, d loss in revenue is like (500,000 hectares x 3mt x RM300 current price of fruit = RM150,000,000). If this is paid out as dividend share price will shoot to RM30 like UP. We r hearing of like 1MDB, i think got many MDBs'....very sad Malaysian!

Posted by L. C. Chong > 2015-05-25 20:31 | Report Abuse

SIME Analysis - https://lcchong.wordpress.com/2015/05/25/sime-fundamental-analysis-25-may-2015/

Posted by Ring > 2015-05-28 11:51 | Report Abuse

I know Sime hv completed d replanting program hence what is your yield. Is it comparable or nearer to UP/KLK/IOI. Tell d mgrs for a start they must increse d yield by 1mt, each mgr r managing about 2000 hectares. I shall be writing letter to Tony Phua why S yield lower then their counterpart!!!!!!!!

Posted by Ring > 2015-05-28 15:26 | Report Abuse

Can d CEO answer one question whether their yield is similiar to UP if not why? becoz palm oil price not going up so low yield d industry collapses!!!!...give me some confidence b4 i trade on yr shares.......!!!!!!....?????

Posted by Ring > 2015-05-29 18:22 | Report Abuse

Sime finished their replanting program 1) does anybody know their yield?

Posted by Ring > 2015-05-29 18:25 | Report Abuse

B4 AEB & GH merged wt Sime thier yield was 20mt only n their share price then was about 2.50. IF S...is on 100% oil palm their pr will be about 2.50 so they hv to work very hard to get d yield similar to UP so they can pay 100% dividend n share pr 25-30. I think it very easy provided they r committed?

Posted by Ring > 2015-06-02 21:32 | Report Abuse

PETALING JAYA: TSH Resources Bhd is confident its high yield, low cost model will cushion the effects of a challenging year with the fluctuation in crude palm oil (CPO) prices.

Chairman Datuk Dr Kelvin Tan said its CPO unit cost of production decreased by 4% to 6% in Malaysia and Indonesia in 2014 from the previous year.

"TSH's core profit is respectable compared with other plantation companies because our cost is low," he told a press conference after the group's AGM here.

"We focus on things that we have the capability to do better. We'll continue to reduce our costs and improve our yield," said Tan.

Its CPO production cost stood at RM890 per tonne in Sabah and RM1,220 per tonne in Indonesia. Tan said production costs can go even lower by stepping up fresh fruit bunch (FFB) yield and efficient cost controls.

It recorded FFB yields of 29.7 tonnes per hectare in Sabah and 23.2 tonnes per hectare in Indonesia. The potential for higher FFB yield is there as 76% of its plantations are immature and young matured fields, where trees are progressing into higher yield age.
........@Ring: all I know S... hv finished their replanting program n their yield is only 20 tonnes while TSH getting 29.7 tonnes, i am to say if oil palm plantation dont get above 23 tonnes, they can get prepared to close shop...???...!!!!

Posted by duitKWSPkita > 2015-06-02 22:04 | Report Abuse

Ring... Sime's replanting program is going on every year. No such thing finish or not finish.

Posted by duitKWSPkita > 2015-06-02 22:08 | Report Abuse

Ring senior.

Mind to share why you only focus in plantation division since Sime has 5 division and 1 JV business.

Don't you interested in Industrial and Property division?

Posted by duitKWSPkita > 2015-06-02 22:24 | Report Abuse

Dear Respected Ring.

Mind to share more about the conglomerate things or at least corporate Finance....

If you do like plantation n estate only then may I seek your view in the newly take over New Britain Palm Oil company?

Thanks.

Posted by Ring > 2015-06-03 14:07 | Report Abuse

I just spoke to my friend who is a Mgr in IOI plantation in Sabah, some of d estate planted in 1992, hv been continuously producing 31 mt for d last 6yrs.Now Tan Sri of IOI is after d mgrs due to low palm oil price n they were asked to chase for higher crop n to increase d OER to reduce cost of production.U just need common sense to run oil palm plantation.If u want just high pay,big car, branded clothes but going to field ZERO then d Compony dies.U cant survive in IOI if you r not comitted n a field man.

Posted by Ring > 2015-06-03 14:11 | Report Abuse

To answer d question on NBPO...good increasing d hectarage for higher revenue but I dont know their yield etc. Give me some time, I am going to dig for info n flash in this forum...give me some time.

Posted by Ring > 2015-06-03 14:18 | Report Abuse

I am a plantation man n I know mgrs dont go to field n this forum to let them know that ppl know what is happening! "Lets focus on plantation not elsewhere"...why? UP dividend 80-100 % n share price 25-30, n they dont hv 2 horns.I want this message to get across d board n reach parliament becoz I love my country n a honest citizen.

Posted by Ring > 2015-06-03 14:22 | Report Abuse

Yes! replanting is an ongoing process, b4 I left plantation 6 yrs ago, i know replanting is finished for now n S.. shd get a higher yield?.... question r they getting more then 23 mt.

Posted by Ring > 2015-06-06 15:37 | Report Abuse

No delivery due to GLC policies. To me very simple, if d job meant for "x"he shd be given n if cannot deliver then give them d boot n give to another "x" until they realise, Co mean buisness instead of pampering.Policies r very strong what can d PAs' do, they r all dancing to policies.If d so callecd PAs' hv been doing their job then d yield shd be 25-30 mt.Every year auditors will come to d estate to audit d accounts etc n they cant find anything,difficult to steal n no lost of crop, security very tight instead shd switch to field audit. They shd be sent to UP/KLK/IOI estates for training.Auditors can use d latest technology like video etc n report direct to d MD......continued

Posted by Ring > 2015-06-06 15:57 | Report Abuse

....Auditors shd select a couple of estates n give 100% supervision on fertiliser application n watch d yield.Estate does palm census annualy n who counter check them.Auditors shd confirm d census, per/ha suppose to hv 130 female palms n male palms shd be chopped n replaced otherwise hw to get d yield. I read in d news paper some yrs back,any male palm found in IOI estates must be reported to d MD. Tan Sri will come to d estate n talk to d palm to "start bearing" n give 3 mths notice n if still stubborn (no fruit) he orders d tree to be chopped n replace with a young palm.This is committment n felda now only talking of replanting, what d so called PAs' were doing then busy dancing to policies.Low crop in felda can bring d nation down, share price from 5.20 now 1.90, 9 billion wiped out from stock market. Does d PAs' know what is stock mkt??????....continued

Posted by Ring > 2015-06-06 16:07 | Report Abuse

.....any more questions!

Posted by r°Moi > 2015-06-06 16:19 | Report Abuse

...best manure for d field r d mgrs footprints!!!


Ring is like one author on oil palm estates that I like to read in one of the local weekly newspapers... freaking insightful.. Like

Posted by ring > 2015-07-06 11:49 | Report Abuse

Sime u hv completed yr replanting in Peninsular, may I know what is yr yield now! I know b4 replanting it was 20mt, now u must be getting at least 25mt, anyway d idea to merge all GLCs' to reduce overhead n to improve yield n promised 50cts dividend, so please talk in d media, i want to read...tks.

Posted by ring > 2015-07-06 11:58 | Report Abuse

"Al Malaysia, a net exporter of commodities, is struggling with falling commodity prices".. this can be countered with high yield n by reducing production cost?

Posted by ring > 2015-07-06 12:11 | Report Abuse

Permit me to narrate my experience wt d orang putih mgrs during d 60s', when i was working under them.The white mgrs use shots not long pants which u see now becoz u r not suppose to show d knees! Those day mgrs use shots becoz easy to walk in d field n also to jump across small streams or drains for thorough supervision. I being shorter then him, once while jumping, i dropped into d stream. Whiteman pulled me out by my collar.Nowadays using longs n also shy from field s'vision, how d industry going to survive! Also a lot of dress code issues going on now @ govt depts. That hardworking "china man" may find comfotable wt shots to do his business bt apparently got some work in d Govt office, do we exoect him to go to his to do some changing may affect his productivity??? give a wise thought lah, pls dont spoil d nation!

Posted by Ring > 2015-07-21 08:42 | Report Abuse

Purpose of GLC mergers (AEB/GH/Guthrie) n Sime to lead d m'ment to reduce overhead n to start wt a dividend of 50cts.It is not materialising so d merging synegy is a failure.If all d mgrs output is similar to IOI then S may get a yield of 23-25mt in Peninsular.If S on 100% oil palm will their share price sustain @ 8-10. B4 merging S was Rm5...GH & Aeb 2.50 n Guthrie was running at loss.My suggestion S shd go on 100% oil palm to see actual value of Oil Palm share price to compare wt other plantation Cos'.Why cant they give 100% field s'vision to increase yield n make share price similar to KLK & UP.Is is that difficult to get committed by working hard.....mmmmmm