Basically all of China prices had gone back to end Aug prices. However, prices in Europe US for all materials are still hovering at record high.
Spread is insane. For instance, silicon metal 441 spot in China is trading around usd 3600 today whilst it is trading at usd 8300 in Europe. More than double!
In stock.investing on a long haul, 1st thing 1st look into the biz model. There r 2 to 4 cycles p.a. on KLSE for us to CAGR 26 to 31% or more, ie. BIG money.making.
Each mkt cycle, there is always a Theme.Play = Stocks must have the best GLOBAL biz wanted by the growing world mkt.
Today now it should be EV.ECONOMY on a huge biz wave at its earliest beginning n to grow exponentially for decades to century i.e.
EV.TECH n esply EV.METAL stocks, yet to be discovered by the funds fraternity.
these r the world player stocks available in msia for U to accept to grow RICH.,.
++++++++++++++++++++++++++++++++++++++++ HOW TESLA FLIES HIGH AT MAXIMUM SPEED UP DAILY
Tesla has the youngest CFO in giant stocks on wallstreet. The super talented 30 something Indian has 2 ivy degrees: B of mech engine n econ of wharton + MBA of harpor.
This is how he told the analysts n fund mangers conference: TESLA 1) has no cars to deliver to the customers fast. how to think of whether there is mkt for EV? 2) Tesla will produce 2 millions EV a year soon 3) Tesla is planning to do 20 millions p.a.
This lingo is the catalytic impetus to fly a stock,,,
Dear TESLA, EV.TECH d&o, mpi, greatec, inari n EV.METAL pmetal n esply pmbtech n msc, stocks on KLSE, will follow U to fly HIGH...
dearest super CLEVER, pls read this b4 u ever text: n ask, what crap stocks r u holding NOW?
as always, focus on stocks with the BEST global biz i.e.
EV.METAL n EV.TECH STOCKS they r truly UPTRENDING = players might want to take risk to enter at every of their 2 hr macd GC on dollar cost av,,
FACT is most mkt players, 90% will a. reject the BEST global biz 1st n b. hold n keep buying crap downtrending stocks ( = can REBOUND, try to take advantage to dump on strong spike up ) n or stocks with difficulty to grow ( can play = but must sell at their HH, bcos they have difficulty to go > last ATH ) ,,,
NB: how nice if u have the POWER to convince n change them to our royal blue EV stocks for investing,, our mkt is made POOR after the crashing gloves. but it is RICH holding all CRAP stocks. if these BIG money r out of CRAP, we can have many TESLA look alike stocks on our very KLSE.,.
One thing can be confirmed is this counter definitely will break its ATH soon . Basically ,a good counter will have a good rest at a period . That’s why PMBT flats at RM12 around 1 month dy .. Luckily we saw a boost yesterday which increased RM1 . This is a good sign for this counter.
Somemore, i saw MSC reported a superB result ! Based on this , we can conclude PMBT will show us excellent result . Pls enjoy the ride with this counter , u will be happy enough to see ur capital spike up rapidly soon
If last few. Week at below 12.50... Are u buy pmb..... If no Plsdont here talk talk cork..... Said wanna drop a ck 12.50..... U think 1 company suddenly spike 1.00 after 20 min closing....... U are so pity.... Dont come here pmb chart.... Pmb has drop from 16.30 to 12.10... U still reaming go below 10.00 or 7.00... What are there thinking mindset.... Dont bodoh bodoh....... Waiting... Put negative command to here kasi org sell the pmb...... We are collect batch by batch........ Aaron wake up up......... U talk so long also cannot wake up.... Haiz
If U worry about pmbtech...u may consider palmoil stock as next best alternative loh!
The following write up summarize why is it palmoil stock offer the best investment & investor protection loh!
Do not listen to the good for nothing stock analyst who have vested interest loh!
Investment into farmland or plantation is the best defensive investment strategy now loh!
Invest now...b4 its share price rerate & shoot up mah!
U see...sifu calvin should continue to promote plantations share when there is still deep margin safety for plantation stock mah!
This is the very safest strategy mah!
No need to heed the naysayers complaining spamming mah!
Bcos naysayers had very bad ulterior motives mah! Remember why investing into palmoil stock is greatleh ??
Plantation land beside having huge tract of cheap land to protect us against rampant inflation, it also produce food and also provide good & safe dividend yield of 3% t0 6% pa much superior compare to fixed deposits of yield less than 2% pa.
Remember why investing into palmoil stock is greatleh ??
Plantation land beside having huge tract of cheap land to protect us against rampant inflation, it also produce food and also provide good & safe dividend yield of 3% t0 6% pa much superior compare to fixed deposits of yield less than 2% pa.
In other words plantation is a perfect investment at the moment loh!
Posted by calvintaneng > Nov 6, 2021 5:28 PM | Report Abuse
Intrinsic99
I have read all the argument broth forth by the Naysayer IB Bankers
None of them is true
See our Friend reply
Posted by Johnzhang > Nov 2, 2021 9:57 AM | Report Abuse
IBs and many pessimist are relentlessly worried that CPO price will fall since the day CPO reached $3,000/- in 2020. CPO reached $5,350 now! Should investors be too concerned if CPO price correct down from today's level ? I would like to share the year's high (H) , low (L) and the simple average (Avg) from year 2008 to 2021as below : 2008. $4179 (H) , $1403 (L) , $2791 (Avg) 2009. 2887,. 1630. 2259 2010. 3782. 2386. 3084 2011. 3930. 2786. 3358 2012. 3567. 2027. 2797 2013. 2635. 2157. 2396 2014. 2917. 1933. 2425 2015. 2360. 1802. 2081
2021's H is 29% higher than the highest H (2008) 2021's H is 66% higher than the avg H 2008-2019 2021's L. Is 147% higher than the lowest L (2008) 2021's L is 72% higher than the avg L 2008-2019 2021's Avg is 68% higher than the Avg 2008-2019.
Despite the above , all plantantion counters stock prices are 20-50% below the highs achieved in 2008 -2020 period . Mind boggling indeed.
So, why should there be worries if CPO price indeed correct for 10-20% next year ?? 02/11/2021 9:54 AM
Stock: [TAANN]: TA ANN HOLDINGS BHD
Oct 26, 2021 3:22 PM | Report Abuse
The windfall tax is not new . It has been around since 2008. The IBs rating for plantation sector have been like this : When CPO $3,000 , price will fall to $2,500 , neutral rating When CPO $3,500 , price will fall to $2,700 , neutral rating When CPO $4,000 , price will fall to $2,800 , neutral rating When CPO $4,500 , price will fall to $3,000 , neutral rating When CPO $5,000, price will fall to $3,200 , neutral rating When CPO $5,300 , price will fall to $3,300 , neutral rating Listening to IBs will bring you to Holland !
NOTE: JOHNZHANG SAID: "LISTENING TO IBs WILL BRING YOU TO HOLLAND
(NO WONDER 90% OF THE MARKET RETAIL PLAYERS YEAR AFTER YEAR LOSING MONEY LISTENING TO IB BANKERS: 90% OF RETAIL PLAYERS LOSING MONEY DECADE AFTER DECADE LOSING MONEY LISTENING TO IB BANKERS
(BETTER WAKE UP! STOP LISTENING TO IB BANKS)
Posted by Johnzhang > Oct 8, 2021 12:50 PM | Report Abuse
I am pleased to share the projected full year (2021) EPS and the prospective PE of some of my favorite plantation counters. The Projected EPS is based on actual 1H + Q3+Q4. Q3 EPS can be estimated fairly accurately as Q3 avg CPO prices is known and production numbers are mostly available . I also make the assumption that Q4 EPS is same level as Q3 for reasons that ASP Q4 seem to be even higher and labourers for plantantion sector are coming in to maximize crop recovery. Given that Nov/Dec is usually seasonally lower crops, but the higher ASP and labour availability should be enough to offset that, On above basis , the FY 2021 EPS and prospective PE based on yesterday closing share price as as follows:
Bplant. EPS 9.6sen , PE 7.1x THplant. EPS 16.5sen , PE 4.4x SOP. EPS 73.0sen. PE 5.3x MHC. EPS 20.9sen. PE 4.5x Cepat. EPS 13,9sen. PE 5.2x Swkplt. EPS 48sen. PE 5.2x Taaan. EPS 67.9sen PE 4.6x Hsplant. EPS 23.6sen. PE 9.3X.
Historical PE for plantation counter is 15 to 25x As such, plantation counters are seriously underappre
Harry Teo group just live today, mentioned PMBtech is the key benefitial company who produce silicon. More sifus discover this gem then it will soon fly to rm50
This counter will definitely fly to RM20 at least ! As i said at the beginning, this counter covers the hottest theme which is EV and Solar Theme ..
Now u cant see anything but in 5-10 years u will see this counter fly to untouchable price ! Maybe the next Genetec who knows?
I have did some calculations , i got the result is at least RM20. Tmr morning down or up i dont care ! I just care in 5-10 years it is up till no sky . That’s enough for me to laugh
If the money could be earned by majority then it should be poor people
But
If the money only can be seen by minority then it should be rich people
Why this world poor people is more than rich people ? Because their views are totally different ! When this counter drops alot of u throw like throw rubbish but only me laughing keep collecting at the bottom .. lets be positive along the journey
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
ValueInvestor888
1,225 posts
Posted by ValueInvestor888 > 2021-11-12 16:07 | Report Abuse
looked like engine is starting...