Posted by paperplane2016 > 2016-11-27 23:07 | Report Abuse

30% if not wrong. I remember is that figures when I run through last round on all my picks.
Msc 30%
Kesm now near 10% plus,
Wtk around 20% now if price 1
Johotin also ard20%

Posted by paperplane2016 > 2016-11-27 23:07 | Report Abuse

One more crazy one is rgb if not wrong lah...

Posted by John Lu > 2016-11-27 23:08 | Report Abuse

What is cash yield sifu paper?

Posted by paperplane2016 > 2016-11-27 23:09 | Report Abuse

If rate hike is what you expect next yr. better avoid all those high debts company loh. 1% increase, few billions debts. Guess how much they need to fork out more in expenses.
You can only sleep well if company generating good cash flows, also now with healthy book loh.
High debts companies might have lots of trouble moving forward I guess lah...

Posted by LA777 > 2016-11-27 23:11 | Report Abuse

Paperplane, have you noticed on cepat and inno shares?

Posted by paperplane2016 > 2016-11-27 23:16 | Report Abuse

Stock God recommend Mhc, bone for said Inno. Now both run but I din buy. Damn regret now.....I buy only sop, jtiasa...and that Wtk......crying now...

Posted by paperplane2016 > 2016-11-27 23:18 | Report Abuse

Ekovest is defensive, toll mah. Also most debts also in bonds.. Sudah fixed int rates mah.
I am referring to airasia etc. if their debts need to be refunded near terms , good luck to those high debts company loh..

Posted by LA777 > 2016-11-27 23:18 | Report Abuse

Cepat is just the beginning, I think can look into this counter.

Posted by paperplane2016 > 2016-11-27 23:18 | Report Abuse

Also duke can hike few rounds in concession mah. Sudah in contract. If can't govt pay loh.....Sudah mentioned also mah

Posted by paperplane2016 > 2016-11-27 23:20 | Report Abuse

Ekovest is defensive play for sure. I might pick Msc, ekovest, mmccorp and maybe few more plantation stocks for next yr competition loh.... Just thinking la. Not sure what to pick now also since many Sudah run up over 100%......

Posted by 77huat77 > 2016-11-27 23:29 | Report Abuse

Might pick only arh ? I thought MSC Is your largest stake le

Posted by paperplane2016 > 2016-11-27 23:47 | Report Abuse

Yeah. Largest stake in real life. But for next yr still considering mah...

Posted by paperplane2016 > 2016-11-27 23:48 | Report Abuse

I mean competition....

Posted by 77huat77 > 2016-11-28 06:56 | Report Abuse

paperplane so sure about you all don't buy really will miss this huat opportunity!

Posted by 77huat77 > 2016-11-28 08:34 | Report Abuse

Paperplane MSC got USD loan also right ?

Posted by 77huat77 > 2016-11-28 09:20 | Report Abuse

Sure boh ? Tin collapse also hold arhhahaga

Posted by 77huat77 > 2016-11-28 09:31 | Report Abuse

Why say so

Posted by 77huat77 > 2016-11-28 09:33 | Report Abuse

If cannot holland

Posted by paperplane2016 > 2016-11-28 09:34 | Report Abuse

tin price got collapse meh..........

Posted by 77huat77 > 2016-11-28 09:38 | Report Abuse

No la if collapse MSC gap down lo hahah

Posted by paperplane2016 > 2016-11-28 09:38 | Report Abuse

B6. Interest-Bearing Loans and Borrowings
Group borrowings as at 30 September 2016 comprise the following:
As at
30.09.2016
RM’000
Short Term Borrowings (unsecured)
Foreign currency trade finance 3,226
Bankers’ acceptances 221,036
224,262
Amount denominated

Posted by paperplane2016 > 2016-11-28 09:38 | Report Abuse

little foreign loan only lah......others are BA.

Posted by paperplane2016 > 2016-11-28 09:39 | Report Abuse

Foreign currency trade finance is utilised for working capital requirements involving
purchases and sales of tin concentrates and tin metal denominated in US dollar.
Short term borrowings bear interest at rates ranging from 1.25% to 4.52% per annum
(2015: 0.93% to 4.50% per annum) for the Group.

Posted by 77huat77 > 2016-11-28 09:40 | Report Abuse

Paperplane jv losses still left how much

Posted by paperplane2016 > 2016-11-28 09:49 | Report Abuse

that one is associate loss....if not wrong if your associate loss money, you need to show also in p&l, although your actual loss is up to the money you invest in associates. but in actual im not sure how they derive, nothing much being written or share by quarterly reporting also.....

Posted by 77huat77 > 2016-11-28 11:14 | Report Abuse

No eye see sop also drop

Posted by 77huat77 > 2016-11-28 13:15 | Report Abuse

Paperplane why your largest stake is MSC NOT Ekovest hahha just for defensive arh market not stable orh maybe you should opt for Ekovest as your largest stake lo

Posted by paperplane2016 > 2016-11-28 13:17 | Report Abuse

MSC for potential higher return mah
Ekovest to cover

Posted by 77huat77 > 2016-11-28 15:37 | Report Abuse

Tin price up again when is your turn

Posted by IamGoogle > 2016-11-28 16:30 | Report Abuse

good time to collect more since many still don't believe the idea

Posted by Jon Choivo > 2016-11-28 16:34 | Report Abuse

paperplane,

Why you dont count the BA's when getting your cash figure?

Posted by paperplane2016 > 2016-11-28 17:59 | Report Abuse

just to be conservative..........BA.....

Posted by 77huat77 > 2016-11-29 00:55 | Report Abuse

Make some noise here paperplane hahaha

Posted by MRapolo > 2016-11-29 01:16 | Report Abuse

https://www.fastmarkets.com/base-metals-news/base-metals/tin-today-is-supply-response-coming-91199/

Posted by paperplane2016 > 2016-11-29 01:16 | Report Abuse

Hehe.... No need. Just buy and hold. YTD already not bad. Hope next yr better only.

Posted by 77huat77 > 2016-11-29 01:39 | Report Abuse

http://news.smm.cn/news/100712295

Posted by 77huat77 > 2016-11-29 01:42 | Report Abuse

http://www.sinchew.com.my/node/1590955/锡价料走高

Of course sinchew news I believe half half only

Posted by paperplane2016 > 2016-11-29 01:43 | Report Abuse

Thanks for the updates. Real kind of you bro.

Posted by paperplane2016 > 2016-11-29 01:45 | Report Abuse

Ha. They also copied some where

Posted by paperplane2016 > 2016-11-29 01:48 | Report Abuse

价本周料因中国、印尼和缅甸的锡生产中断，加上假期到来而导致价格走高，有望涨至每公吨3万美元。上周，本地锡价报每公吨2万1100美元，成交量达245宗。
锡价本周料因中国、

Myanmar long time no huge production Liao. I was told their previous supply just windfall.
If 30,000 I think MSC can up a lot! They still have lots of inventories

Posted by 77huat77 > 2016-11-29 02:22 | Report Abuse

三来10月份缅甸雨季结束，锡矿运输逐渐通畅，前期因雨季积压的锡矿随之运出

But this is negative news o bro

Posted by paperplane2016 > 2016-11-29 02:24 | Report Abuse

No lah. They did not said production how much....if supply continue less than demand, price up

Posted by 77huat77 > 2016-11-29 02:26 | Report Abuse

O I C haha

Posted by 77huat77 > 2016-11-29 03:08 | Report Abuse

http://www.irrawaddy.com/opinion/guest-column/after-burmas-supply-spike-tin-looks-for-a-brighter-future.html

So wait for Burma, if Burma supply really limited then huat le

Posted by 77huat77 > 2016-11-29 03:09 | Report Abuse

Now tin price so so only around 20k 21k plus

Posted by 77huat77 > 2016-11-29 09:48 | Report Abuse

香菇 南瘦 本来高高兴兴 msc 又不起 南瘦 想哭 新年又没有钱用

Posted by paperplane2016 > 2016-11-29 11:07 | Report Abuse

lets be patient a bit. if Icap also buy, I guess is good loh

Posted by IamGoogle > 2016-11-29 11:11 | Report Abuse

This MSC also looked promising, I am looking something that the business won't be affected by local market.

Posted by cheoky > 2016-11-29 11:20 | Report Abuse

paperlane any downside for this paper boat?

Posted by paperplane2016 > 2016-11-29 13:27 | Report Abuse

nothing is guarantee. I only see the risk of smelting process, and also TIN price going down.
Smelting remember last time got this case of pressmetal? suddenly electric out, whole thing kaput and write off few hundred millions.
So there are risks.