Posted by Akino Tok Tok > 2020-09-06 17:45 | Report Abuse

Boss buying, started from RM0.50 and later ????

Posted by Tarita > 2020-09-07 14:39 | Report Abuse

huat chaiiiiii

boss buy in also no fly...

HUAT CHAIIIIIIIIIII

Posted by Constant > 2020-09-07 20:49 | Report Abuse

Pushing down to below RM0.40 from here..:)

Posted by Tarita > 2020-09-08 16:33 | Report Abuse

huat chaiiiiiii



canot up punya CB stock

Posted by bulldog > 2020-09-08 17:16 |

Post removed.Why?

Posted by bulldog > 2020-09-08 17:16 |

Post removed.Why?

Posted by Tarita > 2020-09-08 22:50 | Report Abuse

huat chaiiiiiii


cilaka wtk. noob

Posted by Tarita > 2020-09-09 15:58 | Report Abuse

huat chaiiiiiii



bulldog

Posted by Tarita > 2020-09-09 16:36 | Report Abuse

bulldog Bulldog take another position@50

Huat chaiii.



TQQQ

Posted by slient > 2020-09-10 11:26 | Report Abuse

Down trend

Posted by TheSecret > 2020-09-15 21:37 | Report Abuse

Top 10 reasons why Palm oil stocks will go into a bull run

1. China hit by 3 massive typhoons in its North-West. Heilongjiang the bread basket of China has been flooded. It's soybean crops are destroyed

2. As a result China must buy soybean from Usa.

3. Last year China swine fever wiped off many pigs. Soybean is also needed as feedmeal for pigs

3. Us now in drought as soybean production is less.

4. Argentina and Brazil soybean crops won"t be ready until Feb 2021

5. So with increasing demand and dwindling supply soybean prices are rocketing upward

6. Soybean going up will pull up palm oil as their prices are co-related

7. India now will turn to cheaper palm oil as soyoil becomes too expensive

8. Malaysian palm oil stocks are depleting due to lack of Indonesia workers due to mco
Again less stock means higher prices

9. Last quarter result of March to May cpo prices were weak. Buy cpo prices have surged from June to August quarters so palm oil stocks are expected to report very good results in Nov 2020

10. Best of the best now in Sept 2020 soybean oil has almost reached Usd35.00 and Cpo future going to cross Rm3,000 barrier

All these converging factors will propel palm oil stocks into bull run just like coronavirus powered up medical gloves

Buy early before others are aware

Bplant
Wtk
Jtiasa
Tdm
Mhc
Cepat
Hs plant
Chinteck if you can hold longer term

All are excellent buys

Posted by Akino Tok Tok > 2020-09-16 10:11 | Report Abuse

Thesecret, your analysis is reasonable and acceptable. Follow hard after you.

Posted by chkhooju > 2020-09-16 11:00 | Report Abuse

The secret? No secret at all. Calvintaneng and the former is the same person. Just a change of name.

Posted by thesteward > 2020-09-17 11:26 | Report Abuse

Got lumber and got palm oil yet trading below 50 really madness

Posted by thesteward > 2020-09-17 11:29 | Report Abuse

Thesecret analysis makes sense .

Posted by bulldog > 2020-09-17 11:52 |

Post removed.Why?

Posted by bulldog > 2020-09-17 11:53 |

Post removed.Why?

Posted by bulldog > 2020-09-17 11:58 |

Post removed.Why?

Posted by thesteward > 2020-09-18 10:53 | Report Abuse

They say the last to move move the furthest

Posted by zacklee95 > 2020-09-18 11:31 | Report Abuse

buy

Posted by Woodswater > 2020-09-19 09:43 | Report Abuse

Mikecyc haha woodswater selling chu chang fun earned ke ..
19/09/2020 5:27 AM

Hard earn la , boss
During MCO is okay
Now drop but still can cover
Tqvm
19/09/2020 9:30 AM

Mikecyc haha Plantations pick : MHC , TSH , JTIASA


coming the way PLANTATIONS stoks lime TDM, RSAWIT, JTIASA, BPLANT, WTK.......
Posted by Woodswater

---------------------------------------------------------------------

Wow, seems like



Mikecyc Own Homework , Own Analysis , Own DecisionS ..

Si-fool mickey MOUTH is always right
Jtiasa

After i sell ass all in HLT promoted by si-fool now shy shy away liao
This time i double pawn + double sell my ass to all in Jtiasa liao

https://klse.i3investor.com/m/blog/www.eaglevisioninvest.com/2016-03-09-story-h54184891-IN_THE_LAND_BELOW_THE_WIND_IS_A_GIANT_TREASURE_JAYA_TIASA_Now_On_Powerful.jsp


Really appreciated advice n info by si-fool mickey MOUTH
king of investment in KL死矣

Cheers
Wakakakaka

Posted by TheSecret > 2020-09-19 11:59 | Report Abuse

Soybean is co related with palm oil

Because if soybean price is up it will be more expensive for soy oil

And India cannot afford to buy expensive soybean oil will then buy the cheaper palm oil

And if demand for palm oil goes up so will be its selling prices

That is why China after 5 typhoon got to buy up all corn and soybean from world markets in panic

This will last for at least 6 months till next soybean harvests from Argentina and Brazil in the southern hemisphere while the North is going into winter months

And then palm oil will reign as king as there is no competing vege oil around

Palm oil stocks will go into a 6 months Bull run from now

It might turn into a Superbull if Both Argentina and Brazil soyoil crops fail due to drought

So just buy and hold all palm oil stocks for at least 3 to 6 months

This is a sure fire winner for holding precious palm oil shares now.

Posted by Mikecyc > 2020-09-19 20:34 |

Post removed.Why?

Posted by Mikecyc > 2020-09-19 20:36 | Report Abuse

Referred to FY20 (Q2) ended June :


a) Financial assets

Trade and other receivables 62,397,000

Cash and bank balances 356,533,000

total = 418,930,000

b) Financial liabilities

Loans and borrowings 218,336,000

Trade and other payables 56,315,000

Lease liabilities 6,983,000

total = 281,634,000

a) - b ) = 137,296,000


FY16 : Loss ( 0.1 mil )

Fy17 : Loss ( 188 mil )

FY18 : Profit 81.1 mil

FY19 : Loss ( 111.0 mil )

FY20 (Q1) : Loss (19.9 mil )

FY20 ( Q2 ) : Loss ( 16.1 mil )

Referred to FY18 audited annual report , the Profit of 81.1 mil is from winding up of a subsidiary.

That means operations is at Loss from FY16 , FY17, FY18 , FY19... FY20 also ?

Posted by Mikecyc > 2020-09-19 20:37 |

Post removed.Why?

Posted by Mikecyc > 2020-09-19 22:01 | Report Abuse

# WTK :

Total mature palm hectarage stood at 8,600 ha as of 31 December 2018.( from its website.)

8600 x 2.471 = 21,251 acres .


CPO Monthly Production ( tons) :

Logs
Dec2018 = 1823 : 58,217 m3
Nov2019 = 1720 : 13,202 m3
Dec2019 = 1482 : 8,628 m3
Jan2020 = 1480 : 12,508 m3
Feb2020 = 1366 : 18, 465 m3
Mar2020 = 1460 : 12,273 m3
April2020 = 1512 : 10,433 m3
May2020 = 1452 : 14,612 m3
June2020= 1614 : 9,203 m 3
July2020 = 1466 : 12,887 m3

Let's take Jan to May CPO output = 7270/5 = average 1454

1 acre is output = 0.0684 ton


# MHC :

Plantations = 33,000 acres


CPO Monthly Production ( tons) :

Dec2018 = 9061
Nov2019 = 8159
Dec2019 = 7435
Jan2020 = 6398
Feb2020 = 5575
Mar2020 = 6235
April2020 = 8576
May2020 = 7708
June2020 = 8178

Let's take Jan to May CPO output = 34,492 /5 = average 6899

1 acre output = 0.209 ton




# TDM :

From website:

31,295 hectare in Terengganu.

Plantations = 31,295 hectare
= 77,330 acres

note : excluded 26,506 acres plantations in Indonesia .

CPO Monthly Production ( tons) :

Dec2018 = 7618
Nov2019 = 6768
Dec2019 = 6197
Jan2020 = 5023
Feb2020 = 4930
Mar2020 = no report
April2020 = 6886
May2020 = 5636
June2020 = 8482

Let's take Jan to May CPO output = 22,475 /5 = average 4495

1 acre output = 0.0581 ton

### 2020 monthly average CPO output per acre :

WTK : 1 acre output = 0.0684 ton

MHC : 1 acre output = 0.209 ton

TDM : 1 acre output = 0.0581 ton
( if add Indonesia 26,506 acres )

become 1 acre output = 0.0433 ton


### WTK Logs output :


CPO Logs
Dec2018 = 1823 : 58,217 m3
Nov2019 = 1720 : 13,202 m3
Dec2019 = 1482 : 8,628 m3
Jan2020 = 1480 : 12,508 m3
Feb2020 = 1366 : 18, 465 m3
Mar2020 = 1460 : 12,273 m3
April2020 = 1512 : 10,433 m3
May2020 = 1452 : 14,612 m3
June2020 = 1614 : 9,203 m3
July2020 = 1466 : 12,887 m3

Note :

Fy17 : Loss ( 188 mil )

FY18 : Profit 81.1 mil ( profit by disposed of a subsidiary company)

FY19 : Loss ( 111.0 mil )

FY20 (Q1 ended March ) : Loss (19.9 mil )

FY20 (Q2 ended June ) : Loss ( 16.1 mil )


## Logs output : Dec 2018 = 58,217 m3 compared to May 2020 = 14,612 m3 ...
June 2020 = 9,203 m3

Posted by Mikecyc > 2020-09-19 22:02 |

Post removed.Why?

Posted by Woodswater > 2020-09-20 09:59 | Report Abuse

利多因素齊聚！大豆價格可能飆升至6年高點

鉅亨網
鉅亨網編譯許家華
鉅亨網2020年9月19日
隨著反聖嬰現象 (LaNiña) 造成全球氣候異常，全球大豆供應將更加緊繃。

反聖嬰現象是太平洋中東部海水異常變冷的情況，可能影響全球天氣以及各地的農作物。

近期因中國需求增加，大豆價格已大幅上漲至 2 年高點，如今可能因天氣影響而使產量下降再進一步推高價格。

芝加哥商品交易所 11 月黃豆期貨週四收高 17-1/4 美分，每蒲式耳 10.28-1/2 美元，此前觸及 10.32-1/4 美元，為自 2018 年 5 月以來最高價格。

今年迄今大豆價格已上漲近 8%，且自 3 月低點大漲了 25%，與大盤走勢背道而馳。彭博大宗商品指數 (BCOM-US) 今年迄今下跌近 11%，而彭博大豆分指數今年迄今上漲近 4％。

發行 ETF 的 GraniteShares 投資組合經理 Jeff Klearman 表示，在今年反彈之前，大豆處境艱困，面臨包括「中國新冠病毒和非洲豬瘟挫傷需求、全球預計供應過剩、以及美元強勢」等不利因素。

Klearman 指出，全球各地的肉類加工廠被迫關閉以防止新冠病毒傳播，進而降低了牲畜與豬肉的需求，因此用來作為動物飼料的大豆需求也隨之下降。

Klearman 表示，今年美元走疲、美國中西部的天氣乾旱、中國需求強勁、肉品加工廠復工，以及中國的豬瘟威脅「減輕」，這些全部有助於推動大豆價格上漲。

Teucrium 交易公司總裁 Sal Gilbertie 指出，中國一直是大豆的主力買家，甚至在一定程度上可以用來避免中美貿易摩擦加劇。截至 8 月底的 2019-2020 農事年，中國大豆進口量創下 9800 萬公噸紀錄，預計 2020-2021 農事年也會再次刷新紀錄，一些人甚至估計會超過 1 億公噸。

Gilbertie 指出，中國農作物產量遭天氣影響而下降，且中國「積極地」重建豬群數量，因此中國夏季對農產品的需求「異常大量」，倘若中國生產問題比預期更嚴重，全球大豆供需狀況將更加緊繃。同時，中國習慣在價格低檔時買進作為策略庫存。

Gilbertie 預期，2020-2021 期末全球大豆庫存，或滿足需求後剩餘的供應量應為 9359 萬噸，較上一期下降 17%，「對這樣重要的大宗商品而言，這個下降比例相當巨大。」

國家海洋和大氣管理局本月 10 日表示，反聖嬰現象的氣候模式已經形成，預計整個冬天都會持續此氣候，這進一步加劇市場對供應緊張的擔憂，因為大豆生產中斷的可能性上升。

Gilbertie 指出，大豆供應量緊張已經讓價格上升至「貿易戰前多年的交易範圍，每蒲式耳 9 至 12 美元之間。」

Daniels Trading 高階商品經紀人 Craig Turner 估計，若發生極端的反聖嬰現象，大豆價格可能飆升至每蒲式耳 13 美元或以上。大豆期貨價格自 2014 年以降尚未見如此高價水準。

「如果南美因為反聖嬰現象有實質嚴重的生產問題，那麼全球大豆市場恐被迫進行劇烈的價格配給。」

Posted by Mikecyc > 2020-09-20 11:17 |

Post removed.Why?

Posted by Mikecyc > 2020-09-20 11:17 | Report Abuse

why shy away from Netx n Scomies ..

Posted by Mikecyc > 2020-09-20 11:19 |

Post removed.Why?

Posted by Mikecyc > 2020-09-20 11:19 |

Post removed.Why?

Posted by Mikecyc > 2020-09-20 11:20 |

Post removed.Why?

Posted by Mikecyc > 2020-09-20 11:21 |

Post removed.Why?

Posted by Mikecyc > 2020-09-20 11:22 | Report Abuse

On China flood , seems Thailand and Indonesia will be most benefited .

=======

Sarawak losing wood market share to Indonesia, WTK says

BUSINESS
Tuesday, 09 Jun 2020


KUCHING: Sarawak is gradually losing its logs and plywood market shares in key India and Japan markets as it could not compete with Indonesia and some other Asean timber producing countries.
According to WTK HOLDINGS BHD

, Indonesia and other Asean countries have competitive edge over Sarawak because of favourable policies and strong government support they have received.

___________

Below are the 15 countries that exported the highest dollar value worth of sawn wood during 2019.

1. Canada: US$6.4 billion (17.4% of sawn wood exports)
2. Russia: $4.5 billion (12.3%)
3. Sweden: $3 billion (8.3%)
4. United States: $2.8 billion (7.7%)
5. Germany: $2.3 billion (6.3%)
6. Finland: $1.9 billion (5.3%)
7. Austria: $1.6 billion (4.4%)
8. Thailand: $955.9 million (2.6%)
9. Malaysia: $814.6 million (2.2%)
10. Chile: $788.7 million (2.2%)
11. Latvia: $747.4 million (2%)
12. Brazil: $701 million (1.9%)
13. Ukraine: $619.5 million (1.7%)
14. Belgium: $606.3 million (1.7%)
15. New Zealand: $571.7 million (1.6%)

Posted by Mikecyc > 2020-09-20 11:23 | Report Abuse

Malaysia palm oil price is at 651.58 USD/MT in June ,up from 573.88 in May , and up from 552.19 one year ago .This is a change of 13.54 % from May and 18.00% from one year ago .

=====

FY19 revenue: 589,744,000

Timber and timber products: 453,266,000 : 76.86 %

Tape n packaging materials: 65,984,000 : 11.19 %

CPO n Kernel : 49,484,000 : 8.39 %

Fruit bunches : 19,833,000 : 3.36 %

Posted by Mikecyc > 2020-09-20 11:24 |

Post removed.Why?

Posted by Mikecyc > 2020-09-20 11:25 |

Post removed.Why?

Posted by Mikecyc > 2020-09-20 11:25 | Report Abuse

India is traditional key importer of Sarawak round logs and lumber products for decades.According to WTK, all woodworking industries in India have stopped operations due to the lockdown measures to manage the pandemic.
On its plywood business, WTK said its revenue had dropped by 11% in 1Q2020 from a year ago as the average selling prices of plywood products had declined about 15% during the same period due to price competition from Indonesian and Japanese plywood producers.

Posted by Mikecyc > 2020-09-20 11:26 | Report Abuse

Japan market demand is reduced significantly as Olympics 2020 infrastructure and facilities is done .

Posted by Mikecyc > 2020-09-20 11:27 |

Post removed.Why?

Posted by Mikecyc > 2020-09-20 11:27 | Report Abuse

It is understood that altogether, there are 34 ongoing cases at the High Court in Sibu, Sarawak, some of which have been dragging on for three years.

Posted by Mikecyc > 2020-09-20 11:28 |

Post removed.Why?

Posted by Woodswater > 2020-09-20 12:22 | Report Abuse

https://klse.i3investor.com/m/blog/targetinvest/2020-08-13-story-h1511676642-WTK_RIDING_HIDE_ON_ALL_TIME_HIGH_LUMBER_PRICE_RISING_FCPO.jsp

Posted by Woodswater > 2020-09-20 12:24 | Report Abuse

WTK RIDING HIDE ON ALL TIME HIGH LUMBER PRICE + RISING FCPO
Author: targetinvest Publish date: Thu, 13 Aug 2020, 1:01 AM

Posted by Woodswater > 2020-09-20 12:32 | Report Abuse

Si-fool mickey MOUTH
very good analysis 22th March 2017
Thumbs up for u

Very appreciated ur info and very excited coming Monday!
Anyway tx ur HLT 0188 tips to me and now i'm shy shy away to aim for plantations new targets under ur priorities promotion is JTiasa ( i marked down liao)

Cheers, the greatest si-fool
My latest beloved king of investing in KL死矣
My latest cari makan idol

Si-fool mickey MOUTH
i like ur comments n analysis

Wakakakaka

Posted by stockraider > 2020-09-20 13:34 | Report Abuse

This Mike very panlai bad mouthing loh....when sifu calvin start promoting wtk in march 2020..at 33 sen below...this mike started bad mouthing mah...!!

Today wtk at 50 sen ...mike is still bad mouthing loh..!!

I suspect this monkey mike, will still bad mouthing when wtk go above 60 sen very soon loh...!!

Do not listen to this sohai loh...!!

Posted by Woodswater > 2020-09-20 14:07 | Report Abuse

Do not listen to this sohai loh...!!
20/09/2020 1:34 PM

Imy antenna receiving si-fool mickey MOUTH making 'BUY' call le
I came here due to stong promoted by him le

Cheers
Wakakakaka

Posted by Mikecyc > 2020-09-20 15:33 |

Post removed.Why?

Posted by Mikecyc > 2020-09-20 15:37 | Report Abuse

Referred to audited FY19 annual report:

Timber Rights :

The group has timber licenses and the rights to timber licenses . The licences will expire in year 2021 and 2022 .


FY19 revenue: 589,744,000

Timber and timber products: 453,266,000 : 76.86 %

Tape n packaging materials: 65,984,000 : 11.19 %

CPO n Kernel : 49,484,000 : 8.39 %

Fruit bunches : 19,833,000 : 3.36 %



>>> renewal of Timber licenses will be Partially or ????



## Logs output : Dec 2018 = 58,217 m3 compared to May 2020 = 14,612 m3 ...
June 2020 = 9,203 m3

From 58,217 m3 reduced to 9,203 m3 -- Scary