qqq47660 8685 posts | Posted by qqq47660 > May 31, 2023 1:40 PM | Report Abuse for malaysians, can buy any share in Wall Street or HK, .................... those markets got more energy. |
qqq47660 8685 posts | Posted by qqq47660 > May 31, 2023 2:23 PM | Report Abuse every market is different. U cannot use wall street method in Bursa ...u know US companies when successful can conquer the world, our best companies can become jagoh kampong. |
qqq47660 8685 posts | Posted by qqq47660 > May 31, 2023 3:08 PM | Report Abuse what happens when banks makes all the money and the best young brains all go into stock market? we have been doing that for 30 years and this is the result. |
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ 12639 posts | Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ > May 31, 2023 4:31 PM | Report Abuse Too many smart brains are trying to make money from financial assets. They are better employed in the real economy producing good and services, which create real wealth for the economy. |
Sslee 4461 posts | Posted by Sslee > Jun 16, 2023 3:11 PM | Report Abuse https://klse.i3investor.com/blogs/Sslee_blog/2023-06-16-story-h-267781246-6_months_12_months_and_18_months_ROI_contest.jsp Philip you are welcome to take on the above competition. |
qqq47660 8685 posts | Posted by qqq47660 > Jun 30, 2023 8:18 PM | Report Abuse Malaysia how many shares near 12 month high...what are they? Book knowledge and your investment skill help u to pick them? |
qqq47660 8685 posts | Posted by qqq47660 > Jun 30, 2023 8:20 PM | Report Abuse My proposition is it doesn't. My proposition is it is dead as a cat. Poke also no reaction...wall street HK is different. At least wall street and HK still got reaction still got energy...still can apply your skill and try your luck |
qqq47660 8685 posts | Posted by qqq47660 > Jun 30, 2023 8:23 PM | Report Abuse People blame this blame that, blame Anwar blame government. I don't . I think it beyond what the government can do. Nowadays when u see regional funds talk hedge funds talk, they don't even mention Malaysia |
|
qqq47660 8685 posts | Posted by qqq47660 > Jun 30, 2023 9:32 PM | Report Abuse Stock market is about money power. When there is money power, there is stock god. When there is no money power as now, u can only talk about diversification and risks.. Or better for most people, don't know bursa may be better |
qqq47660 8685 posts | Posted by qqq47660 > Jun 30, 2023 10:21 PM | Report Abuse The last few years more and more Malaysian playing wall street and HK, who is taking care of Bursa? |
qqq47660 8685 posts | Posted by qqq47660 > Jul 1, 2023 6:02 PM | Report Abuse No share is best...even wall street is at risk by end of year. |
qqq47660 8685 posts | Posted by qqq47660 > Jul 2, 2023 2:30 PM | Report Abuse Foreign investors trading in wall street jump by 800% in recent years thanks in large part to internet trading....while Malaysia have drop off the radar |
Philip ( buy what you understand) 4783 posts | Posted by Philip ( buy what you understand) > Oct 18, 2023 10:43 AM | Report Abuse Picked up more sds at 0.61 over the past few days and week |
Sslee 4461 posts | Posted by Sslee > Oct 18, 2023 11:09 AM | Report Abuse Me picked up somemore Jayatiasa as FFB collection has improved a lot. Borrowing also reduce a lot and very important start to pay dividend Fresh Fruits Bunches (MT) Quarter end 30 Sept 2023 359,740.00 Quarter end 30 Sept 2022 263,948.00 Quarter end 30 June 2023 224,649.00 |
godhand 1884 posts | Posted by godhand > Nov 10, 2023 8:33 AM | Report Abuse mr sslee do u have trackable records. mind sharing with me |
Sslee 4461 posts | Posted by Sslee > Nov 10, 2023 8:50 AM | Report Abuse Sorry I do a lot of trading and the only stock I hold long long is the value trap Insas. |
OTB 10970 posts | Posted by OTB > Nov 10, 2023 9:15 AM | Report Abuse @Philip, I saw you invested in a big way on Yinson, Yinson is the second largest investment in this portfolio. Please tell me what is so good about Yinson. I know the fundamentals of Yinson is good after you take into consideration the future earnings of FPSO Anna Nery, MQ, Atlanta and Agogo. Do you know that the share price of Yinson just cannot perform despite all ten analysts recommended a buy on this stock ? No hold or sell call on this stock, 100% a buy call. I want to know your opinion on this stock. Please advise. Thank you. |
MrFox 965 posts | Posted by MrFox > Nov 10, 2023 9:38 AM | Report Abuse Posted by Sslee > 46 minutes ago | Report Abuse Sorry I do a lot of trading and the only stock I hold long long is the value trap Insas. sincerely! swap insas for YTLPower!!! listen to the words of wisdom! |
Sslee 4461 posts | Posted by Sslee > Nov 10, 2023 11:21 AM | Report Abuse TQ MrFox. I had traded YTLPower and YTLCorp too. I am betting on Insas to give a better dividend and hopefully a dividend policy to unlock Insas value in the coming AGM |
godhand 1884 posts | Posted by godhand > Nov 10, 2023 1:05 PM | Report Abuse Ok thx. Would love to learn from you. |
Zhuge_Liang 2324 posts | Posted by Zhuge_Liang > Nov 10, 2023 5:03 PM | Report Abuse Michael Kwok is the running dog for PAS. Simply bad mouth LGE like a PAS MP. Michael Kwok is really a shameless liar in I3. |
stockraider 31527 posts | Posted by stockraider > Nov 11, 2023 9:54 AM | Report Abuse High chance of KLSE rerate upward next week loh! Bcos one of the reasons.......why klse not doing well recently....bcos of fear of madani govt will collapse.........due to potential defection loh! But now.....MPS of oppositions are defecting instead & support madani govt mah! Thus Madani govt strengthen....resulting in stability loh! Thus confidence come back....klse rerate mah! |
Sslee 4461 posts | Posted by Sslee > Nov 11, 2023 10:01 AM | Report Abuse Repost: Compare and contrast. SARAWAK OIL PALMS BERHAD Type Announcement Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER) Description We submit herewith the SOPB Group's figures for the month of October 2023 M.TONNES FFB 124,206 CRUDE PALM OIL 39,999 PALM KERNEL 8,982 Market Cap: 2,279 Million NOSH: 890 Million JAYA TIASA HOLDINGS BHD Type Announcement Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER) Description MONTHLY CROP AND LOGS PRODUCTION The Company wishes to announce the crop and logs production of the Group for the month of October 2023 as follows: Product Production Fresh Fruit Bunches 132,551 metric tonnes Crude Palm Oil 26,427 metric tonnes Palm Kernel 6,270 metric tonnes Logs 8,915 cubic metres Market Cap: 901 Million NOSH: 974 Million |
stockraider 31527 posts | Posted by stockraider > Nov 11, 2023 10:06 AM | Report Abuse I like the figure i see....but i wonder....whether SOP is sustainable bcos alot of its plantation have peat soil loh! Also div not that high loh! Taann should be a better bet loh! Posted by Sslee > 1 minute ago | Report Abuse Repost: Compare and contrast. SARAWAK OIL PALMS BERHAD Type Announcement Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER) Description We submit herewith the SOPB Group's figures for the month of October 2023 M.TONNES FFB 124,206 CRUDE PALM OIL 39,999 PALM KERNEL 8,982 Market Cap: 2,279 Million NOSH: 890 Million JAYA TIASA HOLDINGS BHD Type Announcement Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER) Description MONTHLY CROP AND LOGS PRODUCTION The Company wishes to announce the crop and logs production of the Group for the month of October 2023 as follows: Product Production Fresh Fruit Bunches 132,551 metric tonnes Crude Palm Oil 26,427 metric tonnes Palm Kernel 6,270 metric tonnes Logs 8,915 cubic metres Market Cap: 901 Million NOSH: 974 Million |
Sslee 4461 posts | Posted by Sslee > Nov 11, 2023 10:20 AM | Report Abuse Jayatiasa Fresh Fruits Bunches (MT) Quarter end 30 Sept 2023 359,740.00 Quarter end 30 Sept 2022 263,948.00 Quarter end 30 June 2023 224,649.00 Market Cap: 901 Million NOSH: 974 Million Taaan Fresh Fruits Bunches (MT) Quarter end 30 Sept 2023 210,829.00 Quarter end 30 Sept 2022 212,876.00 Quarter end 30 June 2023 143,071.00 Market Cap: 1,534 Million NOSH: 445 Million |
stockraider 31527 posts | Posted by stockraider > Nov 11, 2023 1:14 PM | Report Abuse The key assessment is how much Taann pays div compare to jtiasa.....u will be able how kind the owner management willing to share with its shareholders loh! |
Philip ( buy what you understand) 4783 posts | Posted by Philip ( buy what you understand) > Nov 21, 2023 10:44 AM | Report Abuse The reason why yinson "share price" is not moving because people are still taking a wait and see approach on their fpso construction and deployment. These things take time, same as how mfcb share price didn't move until they completed and started making money with their hydro project. If the profits start rolling in and things move forward consistently, then share price will reflect performance. For me I'm content to wait because I know the yinson team fpso management is very competent. I think when all their billions of debt and deployment start to turn around and generate clean profits, then you will see yinson moving up >>>>>>>> OTB @Philip, I saw you invested in a big way on Yinson, Yinson is the second largest investment in this portfolio. Please tell me what is so good about Yinson. I know the fundamentals of Yinson is good after you take into consideration the future earnings of FPSO Anna Nery, MQ, Atlanta and Agogo. Do you know that the share price of Yinson just cannot perform despite all ten analysts recommended a buy on this stock ? No hold or sell call on this stock, 100% a buy call. I want to know your opinion on this stock. Please advise. Thank you. 1 week ago |
Philip ( buy what you understand) 4783 posts | Posted by Philip ( buy what you understand) > Nov 21, 2023 10:48 AM | Report Abuse To be honest they did borrow a lot of money to commit into fpso works for petrobas projects, and also after you spend so much money to build ship you still need to see collection with Brazil PETRONAS gov. But if Brazil can collect their money, and if they pay yinson on time and within schedule , I'm sure it will work out fine in long term. Think of yinson in this way, they are a company like ytlpower that is constantly building huge marine structure that generate revenue every day. It takes a lot of effort to get right, but the profits are good and consistent long term. |
OTB 10970 posts | Posted by OTB > Nov 21, 2023 11:23 AM | Report Abuse I like Yinson because Yinson secured 4 big FPSO projects. The high debts are due to construction of FPSO Anna Nery, MQ, Atlanta and Agogo. FPSO Anna found oil and passed vessel acceptance test in 2023. The debt is transferred to the oil company. FPSO MQ and Atlanta will be delivered in the mid of 2024, the debts will be disappeared again after vessel acceptance test in mid of 2024. FPSO Agogo will be delivered at the end of 2025 or early 2026, the oil company paid USD 500 million cash in advance to Yinson. The main bulk of high debt will disappear after vessel acceptance tests of MQ and Atlanta in the mid of 2024. I believe the negative cash flow will be improved and become positive after FY 2025 (Jan 2025) report. The actual operating cash flow should reach over RM3bn in calendar year 2026 and is sustainable for at least another 15 years based on the firm period alone. This compared to a market cap of RM7.4bn today with total net debt of RM11bn. The debt could be fully paid within a few years if the company does not take on a new project. The cash leftover for shareholders may equal 5 to 8 times of today’s market cap i.e. may equal 59.2 billion in 15 years time. Stock market is looking forward, I believe the share price of Yinson should look good after FY (Jan) 2024 result. No reason EPF is selling non-stop in the past few months. The management of Yinson is very good in securing FPSO contracts and make Yinson a very profitable company. However, the management of Yinson is not good in supporting the share price of Yinson. I believe Tan Sri Francis Yeoh will be a better director to support the share price of YTLPower. Foreign funds are brought in to buy and take up the stake of EPF shares holding of YTLPower. I hope the Board Of Directors of Yinson will follow the same foot step of TS Francis Yeoh to support the share price of Yinson. I believe the PAT for FY (Jan) 2024 will be around RM 1 billion, the present share price at 2.44 is really undervalued. Overall, I am very disappointed with low share price of Yinson, I also blame the management of Yinson not to support the share price of Yinson. I believe Tan Sri Francis Yeoh will be a better director to support the share price of YTLPower. Foreign funds are brought in to buy and take up the stake of EPF shares holding of YTLPower. Thank you. |
Philip ( buy what you understand) 4783 posts | Posted by Philip ( buy what you understand) > Nov 21, 2023 7:23 PM | Report Abuse For me I only look at the share price when I'm buying the stock. After that initial buying price I usually monitor more on the performance and cash flow results which is very clear to see in the growing dividends that I will enjoy in the next 5 years. I think since I am less of a trader and more of a collector a business like yinson is more suitable for me to buy compared to many shorter term investment. |
godhand 1884 posts | Posted by godhand > Dec 1, 2023 2:30 PM | Report Abuse Sslee Sorry I do a lot of trading and the only stock I hold long long is the value trap Insas. not if they start to dish out more dividend |
Philip ( buy what you understand) 4783 posts | Posted by Philip ( buy what you understand) > Jan 29, 2024 9:52 PM | Report Abuse Some bad choices to be made, this year I cut loss of almost 50% on skpress for their reduction in contacts of Dyson that flew over to Vietnam due to lower costs and better supply chain management. I expect to be wrong, but I think for now I will transfer the funds to SDS over the week, bought from 0.72 onwards since 22 until thaipusam. I have good feelings about this little company that is pulling all the right decisions and managing it's growth very very well. |
Windy1974 720 posts | Posted by Windy1974 > Feb 26, 2024 3:46 PM | Report Abuse Ah Beng: Bro, how's your problems at Pengerang? Can settle? Ahmad: Bro, pening lah. Can't solve so easily Ah Beng: Roger. There's one guy Philip holding quite a lot of PChem, wonder should i tell him. Very ungrateful guy, someone hinted him on SKP but his ego as big as elephant |