Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-09 15:32 | Report Abuse

PBB : stalwart

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-09 15:32 | Report Abuse

GENM: Turnaround

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-09 15:32 | Report Abuse

TSH: cyclical play

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-09 15:47 | Report Abuse

United Plantation: cyclical, slow grower (cyclical growth)
KLK: cyclical, slow grower (cyclical growth)

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-09 15:49 | Report Abuse

Capital A: turnaround, cyclical.

AAX: turnaround, cyclical

High risk, turnaround rarely turns. Or may take a long time to turnaround.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-09 15:55 | Report Abuse

OSK: slow grower (recent years), dividends

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-09 16:10 | Report Abuse

MYEG: growth stock, speculative

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-09 16:10 | Report Abuse

Padini: slow grower, dividend.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-09 16:41 | Report Abuse

Insas: Asset play,

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-09 16:43 | Report Abuse

DC Healthcare: IPO speculative

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-09 16:44 | Report Abuse

Sadly, very few good/great companies in Bursa for long term investing.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-09 16:53 | Report Abuse

Scientex: slow grower, cyclical-growth

Posted by Sslee > 2024-01-09 17:01 | Report Abuse

I have Insas, OSK, Jayatiasa, Armada and Pantech
Insas and OSK asset play + dividend
Jayatiasa turnaround with dividend
Armada speculative cyclical play for trading to earn my free bintang beer and lobster
Pantech slow growth with dividend

Posted by ks55 > 2024-01-09 17:08 | Report Abuse

Haha...

Why you don't have Crescendo? Sold 100 acres got rm 540 million. Going to sell another 100 acres in the same location for not less than rm 500 million!

Posted by Sslee > 2024-01-09 17:13 | Report Abuse

I would love to have KSL if only the three brothers care to pay dividend

Posted by ks55 > 2024-01-09 17:17 | Report Abuse

I have KSL too. Bought at 40 sen!

Posted by Sslee > 2024-01-09 17:29 | Report Abuse

For jayatiasa you can estimate what will be quarter end 31 Dec 2023 financial result.

Disclosure On Quarterly Production
JAYA TIASA HOLDINGS BHD
Production figures for current quarter and year to date
Individual Quarter (quarter) Cumulative Period
Current Year Quarter Preceding Year Corresponding Quarter Changes
(Amount / %) Current Year To - Date Preceding Year Corresponding Period Changes
(Amount / %)
31 December 2023 31 December 2022 31 December 2023 31 December 2022
PLANTATION
Crude Palm Oil (MT) 69,092.00
53,154.00
30.00
219,868.00
161,183.00
36.00

Fresh Fruits Bunches (MT) 345,778.00
264,967.00
30.00
1,120,526.00
868,557.00
29.00

Palm Kernel (MT) 16,094.00
12,596.00
28.00
50,969.00
36,561.00
39.00

TIMBER
Log Production Volume (Cubic Metres) 27,582.00
25,273.00
9.00
75,823.00
91,042.00
-17.00

Production figures for current quarter compared with immediate preceding quarter
Current Quarter Immediate Preceding Quarter Changes
(Amount / %)
31 December 2023 30 September 2023
PLANTATION
Crude Palm Oil (MT) 69,092.00
70,529.00
-2.00

Fresh Fruits Bunches (MT) 345,778.00
359,740.00
-4.00

Palm Kernel (MT) 16,094.00
16,674.00
-3.00

TIMBER
Log Production Volume (Cubic Metres) 27,582.00
8,577.00
222.00


Remarks :
This announcement is dated 9 January 2024.

Posted by enigmatic [bamboo investing style] > 2024-01-09 20:10 | Report Abuse

ICAP: slow growers
UTDPLT: stalwarts
KGB: fast growers
HIBISCS: cyclicals
BIOHLDG: turnarounds
MKH: asset opportunities.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-10 07:26 | Report Abuse

Pentamaster:
Good company. (Gruesome in the past)
Fast grower.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-10 07:27 | Report Abuse

Allianz

Good company
Slow grower
Dividend growth stock

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-10 07:28 | Report Abuse

Netx: Gruesome Avoid

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-10 07:29 | Report Abuse

PMHolding: Gruesome. Asset play

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-10 07:30 | Report Abuse

Nestle: Great company. Economic moat - wide. Well managed.
Slow grower (in line with population and economic growth)
Dividend growth investing

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-10 07:31 | Report Abuse

Coastal: Good company. Competitive environment. Cyclical. Asset heavy. Capital intensive.

Posted by calvintaneng > 2024-01-11 00:40 | Report Abuse

THE PROBLEM OF 3iii IS HE HAS TUNNEL VISION IN INVESTMENT (HE CANNOT SEE WHAT OTHERS SEE)

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2019-12-03-story242906-THE_PROBLEM_OF_3iii_IS_HE_HAS_TUNNEL_VISION_IN_INVESTMENT_HE_CANNOT_SEE_WHAT_OTHERS_SEE

There is really a Big Big Problem with 3iii or iinvestbodoh)

Calvin has been in i3 forum and there are over scores of great calls from year 2013 to now 2024 - 11 long years already)

And out of over one hundred fair, good, great and some fantastiic calls 3iii only keep picking bones on Netx which was a stock for year 2018.

He can blindly bypass those Great Calls which are all taken private at good prices one by one

IjmPlant versus Harta
IjmPlant buy call Rm1.86
KLK Took Private Rm3.10
See
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-05-05-story-h1564289753-IJMPLANT_2216_Rm1_86_Versus_HARTALEGA_GLOVE_5186_Rm99_80_COMPARE_CONTRA

Bplant buy call 57 sen
After deducting 24 sen total dividend
Cost only 33 sen
LTAT takes private at Rm1.55
Up 369%
See
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-04-12-story-h1563301593-PALM_OIL_JEWEL_BPLANT_OR_BOUSTEAD_PLANTATION_5254_BPLANT_HAS_DEEP_VALUE

Pelikan buy call 47 sen
After 2 cash payouts already more than 100% gain
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2021-10-27-story-h1592912951-PELIKAN_5231_CASH_PAYOUT_FROM_PELIKAN_BETTER_THAN_TO_MANY_WITH_RIGHTS_I

Then there are
TheStore
Super Enterprize (up 200%)
Kbunai (up 100%)
Kulim (Up 60%)
Daiman (diamond) Up 40%
Kwantas (up 200%)
Tmakmur (Land of prosperity: Up 38%)
Weida
MMcCorp

All above chun chun taken private

And 30 more Great stocks up from 50% to 3,000%
Will compile them one day

Peter Lynch said diversify into 10 Value Stocks
If 2 or 3 go bankrupt but one is a 10 baggars (that is can up 1,000%)
This one with one thousand per cent profit more than cover 2 or 3 losses
Remember, the maximum loss in a share is 100%. Yet Netx is still listed and traded

SO BETER WAKE UP

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-12 11:59 | Report Abuse

We will just have to focus on our investing. So much noise from a Singaporean. :-) He is particuarly disturbed by NETX.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-01-12 12:03 | Report Abuse

KLK:

It is a great company. However, a great company may not be a great investment.

ROE 5.83
ROA 2.75
ROTC 6.66
ROIC 3.87

DY latest 2.68%
Price RM 22.42 / share

Huge plantation stock. Growth will be slow by nature of its size. Well managed. Trustworthy management, that continues to manage the business diligently and rewarding the shareholders.

Posted by stockraider > 2024-01-14 19:30 | Report Abuse

No point great Co loh!

Make sure the price u buy make sense loh!

Posted by calvintaneng > 2024-01-21 02:26 |

Post removed.Why?

Posted by calvintaneng > 2024-01-22 16:21 | Report Abuse

Why is calvintaneng so bullish on TSH RESOURCES? Lessons from Investing in GSB (slow and steady win the race) Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-01-22-story-h-190294018-Why_is_calvintaneng_so_bullish_on_TSH_RESOURCES_Lessons_from_Investing_

iinvestbodoh talked bad about Gsb and missed it totally!