Timing problem only ....
Advise to strongly sell ..
IOICORP - P/E 18 STRONGLY SELL.. ALL DIVISION BAD BAD
RSAWIT - P/E is how much with (EPS 1H RM0.046)
TSH - P/E MORE THAN 20
THPLANT - P/E MORE THAN 20
IJMPLANT - P/E MORE THAN 18
......AND MANY MANY MORE .. LAND PRICE TOO EXPENSIVE, HARD TO EXPAND.. COST OPERATION INCREASE .. CPO PRICE LOWERS....
PLEASE READ the article from IJMPLANT BOSSS.. WHY SABAH MILLS died ..
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33 comment(s).Last comment by 1M168 2012-12-06 15:03
Good observations by forum members. Yes, plantation counters will be affected by the variables above mentioned. However, it is quite a decent sector for long term investors.
Even for long term, time your entry so that you have a comfortable margin of safety.
if this continue, which sectors will benefit the most? food industries?
small holding planters definitely will not be happy....but agricultural land prices still haven't come down...going up most of the time but don't how to come down - "gravity" word is missing in their dictionary
Source from Taiko : CPO price will remain lower until all stock clear. The actual figure of Stock Pile actually is higher than what government(MPOB) has been announced. Because some of the big Plantation company they are reserve the Oil at their own tank and waiting for the better price only dispose. So, mean while at the moment or next 4-6 months you wont see any improvement on CPO price. Strongly call sell and avoid or away from plantation stock. 2013 2H you can get more cheaper entry point.
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....
Posted by 1M168 > 2012-08-28 16:24 | Report Abuse
Timing problem only .... Advise to strongly sell .. IOICORP - P/E 18 STRONGLY SELL.. ALL DIVISION BAD BAD RSAWIT - P/E is how much with (EPS 1H RM0.046) TSH - P/E MORE THAN 20 THPLANT - P/E MORE THAN 20 IJMPLANT - P/E MORE THAN 18 ......AND MANY MANY MORE .. LAND PRICE TOO EXPENSIVE, HARD TO EXPAND.. COST OPERATION INCREASE .. CPO PRICE LOWERS.... PLEASE READ the article from IJMPLANT BOSSS.. WHY SABAH MILLS died ..