Posted by Mikecyc > 2020-09-20 15:39 | Report Abuse

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 > 2020-09-20 15:41 | Report Abuse

FY19 audited annual report:

LoyTape sales is down :

Tapes Division (Manufacturing and Trading)

The division registered a revenue of RM66.0 million in financial year ended 31 December 2019 as compared to RM67.9 million in the preceding year, a decrease of RM1.9 million or 3%, mainly due to reduction in domestic sales revenue as a result of price competition from local competitors. Accordingly, the performance of the Group’s tapes division for the current nancial year was lower as compared to financial year ended 31 December 2018.

Posted by Mikecyc > 2020-09-20 15:41 | Report Abuse

Gearing Ratio : 0.786

As at 31 December 2019, the Group had cash and bank balances of RM383.2 million (2018: RM384.2 million), whilst bank borrowings and payables amounted to RM301.1 million (2018: RM331.5 million). Accordingly, the Group recorded a positive net cash position as at 31 December 2019.

Posted by Mikecyc > 2020-09-20 15:46 |

Post removed.Why?

Posted by Mikecyc > 2020-09-20 19:05 |

Post removed.Why?

Posted by Mikecyc > 2020-09-20 22:58 |

Post removed.Why?

Posted by Mikecyc > 2020-09-21 08:29 |

Post removed.Why?

Posted by Mikecyc > 2020-09-21 08:30 |

Post removed.Why?

Posted by Mikecyc > 2020-09-21 08:30 |

Post removed.Why?

Posted by Mikecyc > 2020-09-21 08:30 |

Post removed.Why?

Posted by Mikecyc > 2020-09-21 08:31 |

Post removed.Why?

Posted by Mikecyc > 2020-09-21 08:31 |

Post removed.Why?

Posted by Mikecyc > 2020-09-21 08:32 | Report Abuse

Lumber Futures USD

Sep, 2020 578.60

Aug, 2020 928.00

Jul, 2020 585.80

Jun, 2020 435.70

May, 2020 367.10

Apr, 2020 319.70

Mar, 2020 278.50

Feb, 2020 399.40

Jan, 2020 435.50

Dec, 2019 405.30

Nov, 2019 416.60

Posted by Mikecyc > 2020-09-21 08:37 | Report Abuse

The most scary is as WTK said timber is losing competiveness ..volume is decreased from Dec 2018 over 58,000 m3 to July2020 12,887 m3

Posted by Akino Tok Tok > 2020-09-21 11:04 | Report Abuse

山穷水覆疑无路，柳岸花明又一村。Every cloud has a silver lining. 伊家系 palm oil 话事料 ！

Posted by Mikecyc > 2020-09-21 19:16 | Report Abuse

TOUGH TIME FOR PLYWOOD MANUFACTURERS IN MALAYSIA
11-03-2020

Malaysian plywood manufacturers have lost market share in Japan, their key export market, due to stiff competition from Indonesian suppliers and the sharp increase in local production of plywood from domestic softwood resources.

Statistics from the Sarawak Timber Industry Development Corp. (STIDC) reveal that Sarawak plywood export volumes fell to about 1.12 million cubic metres, worth RM2.26 bil (FOB), in 2019 from 1.43 million cubic metres (RM3.03 bil) in 2018 and 1.74 million cubic metres (RM3.27 bil) in 2017.

Despite the drop in sales, in 2019 Japan was the top buyer of Sarawak plywood absorbing 733,051 cubic metres (RM1.59 bil) or more than 70 per cent of the state’s total plywood exports. Sarawak log export volumes dropped to 1.29 million cubic metres worth RM722.2mil in 2019 against 1.42 million cubic metres valued at RM773 mil in 2018.

Posted by Mikecyc > 2020-09-21 19:19 |

Post removed.Why?

Posted by Constant > 2020-09-22 09:54 | Report Abuse

One thing good about WTK is that throughout the years of losses, cash is not decreasing much at all. This means the losses are non-cash a.k.a depreciation/amortisation

With a bit of cost cutting and rationalisation, it is possible to return to profit even with reduced sales. But must give management some time.

Posted by vincent555 > 2020-09-23 08:40 | Report Abuse

在1996年。亚洲股市是最火热全民炒股的状态。几乎每个人都在享受不断增长的利润。许多人已经辞职以从事全职股票交易。股市消息和讨论股票已成为人民的日常话题。在办公室，住宅，咖啡店，市场，饮食场所的任何地方，人们都只谈论下一个“涨停板”股票。


在每个交易大厅或房间中都没有空的座位。在RHB银行总部甚至人潮多的连站的地方都没有。这些地方都挤满了各行各业的商人和专业人士。这些情景发生在亚洲金融危机爆发前！

在这个时期，却有一个人脱颖而出。他就是新加坡的Peter Lim。他在接近股市高峰期时，卖掉了所有股票。然后，只买了一档股票– WILMAR种植园股票。

事后看来，这是一个奇怪但非常精准的举动。在1997年7月2日，乔治·索罗斯（George Soros）袭击了泰珠。泰珠崩溃后，骨牌效益蔓延到了其它国家，例如马来西亚，新加坡，香港，韩国，印度尼西亚。

当时的KLSE最高时为1332点，最低仅剩下262点–暴跌了将近81％。

对于许多人来说，这是一场灾难。数以万计的人破产。许多银行和金融机构资不抵债。亚洲金融危机之前，马来西亚有大概49家银行和信贷公司。如今，剩下的也大概10家。其余的已成为历史。

Peter Lim当时投资了10 million在Wilmar。Wilmar是Mr. Robert Kuok持有的种植园股票。

为何Peter Lim会如此的精准投资？把所有的资金投资在一档股票里面。而且他是正中目标。四年后，新加坡的Peter Lim“ THE REMISIER KING”以15亿的高价出售了其Wilmar股份！

因此，如果时机合适的，种植园股票投资是可以使您成为富翁！

我们现阶段是否正在进入市场厄运的另一阶段吗？让我们拭目以待。

但肯定的是：

EL NINO现象正在酝酿当中

让我们期待种植园股票是否将在这一轮创造更多的百万富翁和亿万富翁。

Posted by targetinvest > 2020-10-07 11:14 | Report Abuse

infrastructure growth to push economy numbers

plywood to benefit

Posted by targetinvest > 2020-10-07 11:15 | Report Abuse

the better way to inject cash into the world is thru development..
Government print money, and get back something.. better than just give handout

Posted by Godllub > 2020-10-08 16:09 | Report Abuse

Sifu

What is the short term TP for WTK

Tq

Posted by stockraider > 2020-10-11 18:30 | Report Abuse

Correctloh...!!

Tomorrow monday palm oil stock will shoot up strongly mah...!!

Soyabean oil future already up alot loh...!


Posted by calvintaneng > Oct 11, 2020 4:28 PM | Report Abuse

Climate change will cause more lands to disappear and less and less food

Mankind will face horrible famine in future

Posted by stockraider > 2020-10-12 13:27 | Report Abuse

This sohai 3iii again upto no good loh...!!

What is the purpose & value of 3iii silly post below leh ??

Most importantly ,After calvin sifu make a call on palmoil share, it move up mah!!

Calvin sifu definitely has midas touch lately loh..!!

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Oct 12, 2020 8:14 AM | Report Abuse

PALM OIL - The Investment That Separates Billionaires from Millionaires! (Reposting by Calvin Tan


Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Oct 12, 2020 8:18 AM | Report Abuse

Better to rewrite the headlines:

How to lose almost 10 houses through investing in Netx in Dec 2019 and Jan 2020?

Posted by Johnmajor > 2020-10-12 15:23 | Report Abuse

WTK TP RM0.80

Posted by Godllub > 2020-10-15 16:28 | Report Abuse

Thanks. Johnmajor

Posted by alfred > 2020-10-17 13:34 | Report Abuse

Timber tycoon Tan Sri Ting Pek Khiing passed away at the age of 79 in his residence on Jalan Setia Raja, Kuching, Sarawak, this afternoon, according to a report in The Borneo Post.
The report said no further details were immediately available as the family had requested for privacy, quoting a source close to the family.Ting was one of the colourful corporate characters of the 1990s. The Sarawakian tycoon previously undertook the development of Plaza Rakyat via his company Plaza Rakyat Sdn Bhd. The project stalled in 1998 due to financial woes after the onset of the Asian financial crisis.

Posted by stockraider > 2020-10-17 13:36 | Report Abuse

SILLY LOH...!!

TING PEK KHIM...NOTHING TO DO WITH WTK MAH...!!

Posted by alfred > Oct 17, 2020 1:35 PM | Report Abuse

Profit Consortium Sdn Bhd took over the project in October 2015. Until now, the project, sitting in the center of Kuala Lumpur remains incomplete.Ting was also involved in the initial development of the Bakun Hydroelectric Dam in Sarawak via his company Ekran Bhd and for building the Sheraton Langkawi Beach Resort in 100 days.He kept a low profile from 2002 onwards, until he announced in 2018 that he will be embarking on the Langkawi New City project, which was expected to cost around RM30 billion after Tun Dr Mahathir Mohamad became the Prime Minister the second time.
Ting previously told the media that he had spent over 20 years on the development plan and that the project would be the biggest of its kind in the northern part of Peninsular Malaysia.The project was planned to feature 30,000 super condominium units, commercial centres, berthing facilities for ocean liners and yachts and other facilities on an 810ha reclaimed site off the west coast of the island.

Posted by alfred > 2020-10-17 16:41 | Report Abuse

Profit Consortium Sdn Bhd took over the project in October 2015. Until now, the project, sitting in the center of Kuala Lumpur remains incomplete.Ting was also involved in the initial development of the Bakun Hydroelectric Dam in Sarawak via his company Ekran Bhd and for building the Sheraton Langkawi Beach Resort in 100 days.He kept a low profile from 2002 onwards, until he announced in 2018 that he will be embarking on the Langkawi New City project, which was expected to cost around RM30 billion after Tun Dr Mahathir Mohamad became the Prime Minister the second time.
Ting previously told the media that he had spent over 20 years on the development plan and that the project would be the biggest of its kind in the northern part of Peninsular Malaysia.The project was planned to feature 30,000 super condominium units, commercial centres, berthing facilities for ocean liners and yachts and other facilities on an 810ha reclaimed site off the west coast of the island.

Posted by calvintaneng > 2020-11-03 17:36 | Report Abuse

Yeeeeehaa!!!

Posted by calvintaneng > 2020-11-04 11:59 | Report Abuse

Yahoooo!! Wahaha!!

Posted by calvintaneng > 2020-11-05 14:28 | Report Abuse

Wtk is so full of value selling at deepest discount

After kulim, tmakmur and kwantas... Wtk is prime candidate for privatisation

Anything below Rm1.50 still too cheap.

Posted by stockraider > 2020-11-05 14:31 | Report Abuse

Very good buy with rising cpo prices & rising production volume mah..!!

Very strong double happiness for wtk mah...!!

Must buy loh...!!

Posted by calvintaneng > Nov 3, 2020 5:36 PM | Report Abuse

Yeeeeehaa!!!



Posted by calvintaneng > Nov 4, 2020 11:59 AM | Report Abuse

Yahoooo!! Wahaha!!


Posted by calvintaneng > Nov 5, 2020 2:28 PM | Report Abuse

Wtk is so full of value selling at deepest discount

After kulim, tmakmur and kwantas... Wtk is prime candidate for privatisation

Anything below Rm1.50 still too cheap.

Posted by calvintaneng > 2020-11-05 21:59 | Report Abuse

YES!

WTK COULD BE TAKEN PRIVATE JUST LIKE KULIM, TMAKMUR OR KWANTAS

SO NEGLECTED . SO BRIMMING & OVER-FLOWING WITH VALUE

A POWERFUL BULL RUN IN PALM OIL STOCKS HAS COMMENCED: CHINTECK FANTASTIC RESULTS SHOW THE WAY, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-11-05-story-h1535654774-A_POWERFUL_BULL_RUN_IN_PALM_OIL_STOCKS_HAS_COMMENCED_CHINTECK_FANTASTIC.jsp

Posted by Mikecyc > 2020-11-08 08:10 |

Post removed.Why?

Posted by Mikecyc > 2020-11-08 08:11 |

Post removed.Why?

Posted by Mikecyc > 2020-11-08 08:14 |

Post removed.Why?

Posted by Mikecyc > 2020-11-08 08:16 | 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 5 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

Posted by Mikecyc > 2020-11-08 08:17 | Report Abuse

### 2020 5 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

Posted by Mikecyc > 2020-11-08 08:18 |

Post removed.Why?

Posted by Mikecyc > 2020-11-08 08:20 |

Post removed.Why?

Posted by Mikecyc > 2020-11-08 08:22 | 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

Posted by Mikecyc > 2020-11-08 08:26 |

Post removed.Why?

Posted by Mikecyc > 2020-11-08 08:44 | Report Abuse

South Korea extends anti-dumping duties on Malaysian plywood for another five years
TheStar Mon, Oct 19, 2020 09:10am - 2 weeks ago


With the decision, South Korea will slap anti-dumping tariffs on Malaysian plywood from 4.73% to 38.1%. (File pic shows Malasian plywood quality tests before exporting)

Posted by Mikecyc > 2020-11-08 08:45 |

Post removed.Why?

Posted by Mikecyc > 2020-11-08 08:47 | Report Abuse

TOUGH TIME FOR PLYWOOD MANUFACTURERS IN MALAYSIA
11-03-2020

Malaysian plywood manufacturers have lost market share in Japan, their key export market, due to stiff competition from Indonesian suppliers and the sharp increase in local production of plywood from domestic softwood resources.

Statistics from the Sarawak Timber Industry Development Corp. (STIDC) reveal that Sarawak plywood export volumes fell to about 1.12 million cubic metres, worth RM2.26 bil (FOB), in 2019 from 1.43 million cubic metres (RM3.03 bil) in 2018 and 1.74 million cubic metres (RM3.27 bil) in 2017.

Posted by Mikecyc > 2020-11-08 08:51 |

Post removed.Why?

Posted by Mikecyc > 2020-11-08 08:54 |

Post removed.Why?

Posted by MasterYoda > 2020-11-11 08:25 | Report Abuse

Haiya this mikecyc sohai also here,later o whack 300 lots just to accompany you here :)

Posted by calvintaneng > 2020-11-13 13:16 |

Post removed.Why?