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47,190 comment(s). Last comment by calvintaneng at Jul 30, 2021 12:30 PM
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Mabel
13304 posts

Posted by Mabel > Oct 16, 2020 9:44 PM | Report Abuse

@supersinginvestor @MABEL...
unker think u r a rich kid wit daddys money n dont know anything about shares wor....
Its ok...ur daddys money not mine..
U enjoy buy shiit shares ok...good for people who sell u their shares wor..we need people like u...good job..ur analysis is good but wrong direction....
Woof woof woof..
16/10/2020 8:52 PM

No lah uncle..

Daddy and Mummy also loves shares. However they prefer to sticks to Slow Grower and Stalwarts stocks which generates Dividends since they have no time to analyse companies. As long they follow Malaysian GDP Growth they will be happy.

In our family, we always practise Arm Length. It means if Mabel want to play, Mabel need to generate Mabel's own P&L. No Cross Subsidy. They will not help Mabel. Mabel apply this best practise in all Mabel's selection.

Beside the above type of stock, Mabel loves to invest on Cyclical stocks (which are affected by Oil, CPO and USD just like our O&G and Plantation) and Fast Grower (which generates Double digit, no dividend like Mabel's Healthcare collection). Based on Mabel's previous engagements, the Cyclical and Fast Grower gave Mabel the best return.

I suppose everyone have different views in making their respective investments. There is no right or wrong answer. The best way forward is to choose something which is very close to your heart. For me, it is easier if you invest on something that goes in line with the country’s direction and at the same time doing something that will benefits this Country as well as the Global community. I always has this rule of thumb when I made my investments. I do this as it will benefits the people surrounding me and also to the Global Community. 10 years from now as I look back, I want to feel that I was part of these success stories

When Mabel was small, Mabel loves watching Dallas with Daddy. Beside O&G, the Erwing loves big ranches and automation. That’s why Mabel loves O&G, Plantation and Technology Stocks. For Plantation, Mabel mission is very simple. Mabel want to feed more than 3 billion people in more than 200 countries. Just like my Healthcare collection, my Plantation collection is part of giving back after gaining so much.

Now Mabel really feel like Mabel is part of the Erwing Family..

https://www.youtube.com/watch?v=8sKX3tWaOew

Enjoy your weekend !

Meow Meow Meow


Mabel
13304 posts

Posted by Mabel > Oct 16, 2020 9:58 PM | Report Abuse

@supersinginvestor Mabel u got a good theme..but its all propaganda wor...
Sorry to say but i got alot to learn about stocks...
U r delusional in my eyes...
Its just my opinion..no need worry about it...i hope i did not offend u..
16/10/2020 8:57 PM

I'm OK uncle. Everyone is entitled to their opinion. Like I said, always invest on something that is closed to your heart. I'm sure you too have a very good reason for your selection..

Meow Meow Meow


Mabel
13304 posts

Posted by Mabel > Oct 16, 2020 11:51 PM | Report Abuse

Uncle,

Love is better than anger. Hope is better than fear. Optimism is better than despair. So let us be loving, hopeful and optimistic. And let's change the world...

What is there to be angry about?

Gloves Fantastic Four are up. Vaccine stocks are also up. KJ specifically mentioned Dpharma & Pharma in the BFM interview. November budget tabling have requested an allocation of 2 Billion for Co I'd vaccine. There is more coming

Only 4 of my 11 Plantations are having period. The rest are very fertile and all healthy. FGV climbs 4 sen today.

I understand PPB is down by 42 sen, UTP is also down by 22 sen today. But this is normal. Price Fluctuation is part of the playing fields..

I'm still learning. That's why I'm here too..

Meow..


Mabel
13304 posts

Posted by Mabel > Oct 17, 2020 12:26 AM | Report Abuse

From my recollection of Dallas, all the characters brought something to the table to make Dallas a success but it was JR and Sue Ellen that made it a HUGE hit. I remember back in the day when Mummy and Daddy were talking about what Jr and Sue Ellen did or said when talking about Dallas. For me Sue Ellen had the greatest character development in the whole series, she went from a nobody, to a jealous wife to a lover, an alcoholic to powerful business woman – she beat JR more times than anyone else & she went out on top too. However, Miss Ellie reminds of Mummy. She was intelligently and admirably, compared to Sue Ellen, Pam and Lucy.

Looking back, I think the creators and some of male Dallas writers were chauvinistic when it came to the Dallas women. They made the Dallas men stronger and even if the women had some power or show some strength it would only go so far before they are put in a position of vulnerability or in need of a man.

Thanks to Daddy Arm Length Principle, women these days can be as independent as they can be..

Thank you Daddy...

Meow Meow Meow


strattegist
20541 posts

Posted by strattegist > Oct 17, 2020 7:43 AM | Report Abuse

aiyoooo Mabel... Dallas kaaa...

I love Pamela Ewing... yoooohooooo


strattegist
20541 posts

Posted by strattegist > Oct 17, 2020 7:46 AM | Report Abuse

Dallas, Combat, Chips, Six million Dollar Man, Bionic Woman
Cheers.....

good memories... meowwwwwwwwwww


Mabel
13304 posts

Posted by Mabel > Oct 17, 2020 8:04 AM | Report Abuse

Pamela Erwing reminds me of me :)

Meowwwwwwwwwwwwww..


strattegist
20541 posts

Posted by strattegist > Oct 17, 2020 8:28 AM | Report Abuse

aiyooooo... like that then I could be Bobby Ewing...

meowwwwwwwwwwww


Mabel
13304 posts

Posted by Mabel > Oct 17, 2020 8:52 AM | Report Abuse

Meowwwwwwwwwww

Dallas has a big influence in me.

The Erwing also loves Mercedes Benz

That's why I end up with 5 Mercedes Benz in my collections.

https://www.youtube.com/watch?v=Thmv142ycwc

Meow..


Mabel
13304 posts

Posted by Mabel > Oct 17, 2020 9:02 AM | Report Abuse

The Erwing also have political and business muscles. That's why Mabel loves FGV..

KUALA LUMPUR (Oct 16): FGV Holdings Bhd rose as much as 7.48% or eight sen to RM1.15 this morning after the plantation unit received buying interest from Perspective Land (M) Sdn Bhd (PLSB), which is wholly-owned by Tan Sri Syed Mokhtar Albukhary’s privately-held Restu Jernih Sdn Bhd.

At 10.57am, the counter had pared some gains, but was still up five sen or 4.67% at RM1.12. It saw 10.12 million shares change hands.

Hong Leong Investment Bank (HLIB) Research analyst Chye Wen Fei in a note today maintained the research house's "hold" rating for FGV, with an unchanged target price (TP) of RM1.08, given the sketchy details provided thus far.

“Nevertheless, we believe near-term share price sentiment will be lifted, arising from the latest development,” said Chye.

Chye also noted that the latest development could trigger a mandatory general offer (MGO) as PLSB had a book value of about RM1.9 billion as at Dec 31, 2018 (versus FGV’s book value of about RM4.2 billion as at Dec 31, 2019), and shareholders’ approval will be required in an extraordinary general meeting (EGM) to be held.

“Besides, we note that land lease agreements would also be a key consideration in this matter,” Chye added.

According to FGV's filing with the bourse exchange yesterday, PLSB intends to participate in FGV via an injection of plantation assets in exchange for shares.

PLSB owns the Tradewinds group of companies, including Tradewinds Plantation Bhd and Central Sugars Refinery Sdn Bhd, which are in the same businesses FGV is involved in.


Mabel
13304 posts

Posted by Mabel > Oct 17, 2020 9:10 AM | Report Abuse

@jk20598 Syed Mokhtar can bring his Palm Oil co.Tradewind to RM 3 to 6 before taking it private in 2013,he can take fgv back to its glory day 4 to 5,just watch!

Current management blamed it on legacy issues,but I think they are talking nonsense,nothing to blame but themselves.The basic issue with fgv is 5b sales now came down to half 2.5b a year!Why?Is it because of fruits mature no workers to harvest,old trees no proper replanting by the previous idiots,totally a management weakness.Better give to Syed Mokhtar,you will see how things can change.
16/10/2020 6:48 PM

+1 Totally agreed.

...and Syed Mokhtar is not stupid. He's a smart and highly successful businessman like the Erwing. He see the value of FGV (just like everyone here who has put their stake in this company).

I have enough collection of Plantation Dividends counters. What I'm looking is Capital Gain Plantation counters. That's where the money really is and here's the best part. FGV can gives both...Dividends and Capital Gain

What more can I ask?

Meow Meow Meow


strattegist
20541 posts

Posted by strattegist > Oct 17, 2020 9:17 AM | Report Abuse

wowwwwww Mabel... really meowwwwwwwwwwwwwww


Jeffreyteck
4200 posts

Posted by Jeffreyteck > Oct 17, 2020 3:34 PM | Report Abuse

Goreng goreng, acquisitions/mergers/IPOs/gloves theme etc when market is still hot. Est the attempt will fail most probably.


Kedahan
626 posts

Posted by Kedahan > Oct 18, 2020 5:50 AM | Report Abuse

Syed Mokhtar not link to Tun M? A signal Tun M will be PM 3rd time?


mf
25150 posts

Posted by mf > Oct 18, 2020 6:00 AM | Report Abuse

U.S. reports highest number of new coronavirus case since late July as total climbs above 8 million


Flyinghorse
3582 posts

Posted by Flyinghorse > Oct 18, 2020 12:17 PM | Report Abuse

https://www.malaymail.com/news/malaysia/2020/10/18/report-felda-plans-to-regain-control-of-350000ha-land-leased-to-fgv-says-ch/1913823


Jeffreyteck
4200 posts

Posted by Jeffreyteck > Oct 18, 2020 12:34 PM | Report Abuse

Est just for goreng and plan most likely will abandon. ST trading play on news.


Mabel
13304 posts

Posted by Mabel > Oct 18, 2020 12:36 PM | Report Abuse

I agree with Jeffrey...

Remember, many politician are holding FGV shares too...

Meow..


Mabel
13304 posts

Posted by Mabel > Oct 18, 2020 12:37 PM | Report Abuse

Worst case, take it private ..


dam82
1872 posts

Posted by dam82 > Oct 18, 2020 12:44 PM | Report Abuse

intresting to see ..one option to de-list for 2 ..


Mabel
13304 posts

Posted by Mabel > Oct 18, 2020 12:53 PM | Report Abuse

That will be great and lovely...

Meow Meow Meow


dam82
1872 posts

Posted by dam82 > Oct 18, 2020 12:53 PM | Report Abuse

Hasrat itu telah dibincangkan dengan pihak kerajaan dan masih menunggu jawapan, katanya.

"Ketika LLA dibuat ada syarat yang menyatakan bahawa Felda boleh ambil semula tanah itu pada bila-bila masa dengan memberi mereka (FGV) tempoh 18 bulan selepas pemberian notis pengambilan semula tanah.

“Kita nak ambil balik tanah itu untuk perkasakan semula Felda. Pendapatan daripada keuntungan ladang Felda sebelum penyenaraian mencecah lebih RM1 bilion, tiada masalah untuk meraih angka bilion...ia boleh dibuat bagaimanapun pendapatan merosot sejak 2012 selepas penyenaraian FGV," katanya.

Mengenai pampasan yang harus dibayar kepada FGV berikutan penamatan LLA, beliau berkata ia belum dibincangkan secara terperinci, namun yang jelas keutamaan Felda ketika ini adalah mengambil semula tanah yang dipajakkan itu dan mewujudkan rantaian bekalan yang lengkap.

https://www.bernama.com/bm/news.php?id=1891102
----------------------------------------

Only easy option to de-list goverment need to fork out a billion as compensation towards FGV


Mabel
13304 posts

Posted by Mabel > Oct 18, 2020 1:27 PM | Report Abuse

@supersinginvestor Fgv is a shiit counter for losers...
Only losers n cheap.people buy fgv
..
18/10/2020 1:18 PM

Is that so...

Here Mabel's selection summary report from Wall Streets..

(Quote)
The market in Malaysia has been flat over the past 7 days with the Medical Equipment industry up 7.1%.

Your Portfolio outperformed the market up 2.1%.

(UnQuote)

Currently sitting on the Podium are the following sectors:

P1 Healthcare - Thanks to Mabel's selection of Gloves Fantastic Four and Vaccine counters
P2 Technology - Thanks to Mabel's section of Greatec, Inari, Penta
P3 Plantation - Thanks to Mabel's selection of Plantations. FGV is currently sitting on P2 from Mabel's Plantations

I'm actually looking forward to see Plantation overtaking Healthcare when the times comes.

BTW, I don't usually follow Uncle KYY. When he sold his Dayang, I bought Dayang, when he sold his Supermax, I bought Supermax. Recently he followed Mabel buying Top Gloves. Now he is back at Supermax. Like him or hate him, I still admire for his courage. Sharing some of his tips ...

How to be an extraordinary investor? Koon Yew Yin

An extraordinary investor has the following qualities:

1 She must be intelligent with good business sense.

2 She must have a good foresight to be able to see ahead of other investors.

3 She must be able to control her emotion of fear.

4 She must be prepared to take some calculated risk.

5 She can make her own decision and not easily side-tracked.

6 She knows the basic share selection fundamentals.

Always choose something which is closed to your heart and you will be fine. Trust me.

Here's more pointer from my Pointer Sisters..

https://www.youtube.com/watch?v=sS6eUIpwwds

Meow Meow Meow


Mabel
13304 posts

Posted by Mabel > Oct 18, 2020 1:30 PM | Report Abuse

@supersinginvestor @funny..delist at 2..fat hope..it will go yo RM0.4 then delist at rm0.60...
Thats sounds more likely...
18/10/2020 1:17 PM

Really?

When MAS was taken private, they pay a fair value. Make money from that exercise.

When Lafarge was taken private I make money from that exercise...

When Maxis was taken private, I make money from that exercise.

When Cycle and Carriage want to take it private, I was looking for a hefty sum, unfortunately some shareholder got too greedy and voted against taking private

Taking Private is actually not a bad idea. I have no issues with if this taken forward.

Meow..


Mabel
13304 posts

Posted by Mabel > Oct 18, 2020 1:33 PM | Report Abuse

I have enough collection of Dividends counters. What I'm looking is Capital Gain... That's where the money really is and here's the best part. FGV can gives both...Dividends and Capital Gain

What more can I ask?

Meow Meow Meow


dam82
1872 posts

Posted by dam82 > Oct 18, 2020 1:38 PM | Report Abuse

aiyoo i am a cheap skit t...how pitty i am ...hahaha


FGV_
508 posts

Posted by FGV_ > Oct 18, 2020 2:35 PM | Report Abuse

Privatisation yes but no Syed Mokhtar takeover?


dam82
1872 posts

Posted by dam82 > Oct 18, 2020 2:42 PM | Report Abuse

https://www.theedgemarkets.com/article/cover-story-fgv-will-survive-even-if-felda-ends-lla-prematurely
-------------------------------------

Cannot cancel LLA just like that ..with the current CPO Price FELDA need to pay for future profit ... towards FGV i see positive if its true they will terminate LLA ...my hunch is still privitize and then cancel the LLA ..lets going to buy more on Monday ..


dam82
1872 posts

Posted by dam82 > Oct 18, 2020 2:45 PM | Report Abuse

https://www.nst.com.my/business/2017/05/235738/land-lease-agreement-cancellation-may-cost-felda-rm45b

4.5 Billion way back 2017 ..so how much FELDA want to pay their land .......


ming
1834 posts

Posted by ming > Oct 18, 2020 3:45 PM | Report Abuse

And also potential 1 —>5


dam82
1872 posts

Posted by dam82 > Oct 18, 2020 4:28 PM | Report Abuse

no lah it will be 0..01 ...


dam82
1872 posts

Posted by dam82 > Oct 18, 2020 5:23 PM | Report Abuse

i fully agree with supersinginvestor ...i am freasking loser heheh


Hidup_PN
576 posts

Posted by Hidup_PN > Oct 18, 2020 5:37 PM | Report Abuse

Felda needs to rejuvenate settlers to relive its glorious past - chairperson
https://www.malaysiakini.com/news/547040


Mabel
13304 posts

Posted by Mabel > Oct 18, 2020 10:09 PM | Report Abuse

@dam82 https://www.theedgemarkets.com/article/cover-story-fgv-will-survive-ev...
-------------------------------------

Cannot cancel LLA just like that ..with the current CPO Price FELDA need to pay for future profit ... towards FGV i see positive if its true they will terminate LLA ...my hunch is still privitize and then cancel the LLA ..lets going to buy more on Monday ..
18/10/2020 2:42 PM

Sure do...

If FELDA were to terminate its LLA with FGV, FGV could have RM4 billion to RM5 billion in cash, which could be used to buy a plantation that has level terrain, is well-connected and is suitable for monetisation.

“That is some indication of the plans we want to do if we have RM4 billion. It is a fresh start ... It is like another IPO, because from the IPO, it generated RM10 billion, FELDA got RM6 billion and FGV got about RM4.2 billion, but then, hopefully, this time around it will be well spent.”

Meow Meow Meow


ming
1834 posts

Posted by ming > Oct 19, 2020 12:32 AM | Report Abuse

Should think positive.. now all eye on fgv asset.. why?


Jeffreyteck
4200 posts

Posted by Jeffreyteck > Oct 19, 2020 8:42 AM | Report Abuse

Goreng on news. Believe plan will be abandoned as don't think can reach an acceptable low price for syed.


newbie5354_
1092 posts

Posted by newbie5354_ > Oct 19, 2020 9:16 AM | Report Abuse

Why up?


Mabel
13304 posts

Posted by Mabel > Oct 19, 2020 9:27 AM | Report Abuse

Up because its good..
When up everyone wins
It's as simple as that..

Meow Meow Meow


newbie2018
149 posts

Posted by newbie2018 > Oct 19, 2020 10:05 AM | Report Abuse

Up why is loser?


supersinginvestor
1675 posts

Posted by supersinginvestor > Oct 19, 2020 10:38 AM | Report Abuse

Many people buy shiit shares with hopes they will go up...blinded by their ego..while other shares fly their ego keeps looking at loser shares n hoping it too will go up...unker sifu aldy advice u..u want capital gains buy scientx..fast n good..but u r blinded by ur own ego..
EGO...is making u not gain ..open ur eyes...SCIENTX


supersinginvestor
1675 posts

Posted by supersinginvestor > Oct 19, 2020 10:39 AM | Report Abuse

Oh i forgot..
Woof woof woof..


dam82
1872 posts

Posted by dam82 > Oct 19, 2020 10:40 AM | Report Abuse

https://themalaysianreserve.com/2020/10/19/a-solution-to-fgvs-financial-woes/


Why_
697 posts

Posted by Why_ > Oct 19, 2020 12:04 PM | Report Abuse

Covid19 record high cases(M'sia) rubber price no increase true?


Why_
697 posts

Posted by Why_ > Oct 19, 2020 12:05 PM | Report Abuse

Rubber gloves no need rubber true?


Mabel
13304 posts

Posted by Mabel > Oct 19, 2020 12:15 PM | Report Abuse

@supersinginvestor Many people buy shiit shares with hopes they will go up...blinded by their ego..while other shares fly their ego keeps looking at loser shares n hoping it too will go up...unker sifu aldy advice u..u want capital gains buy scientx..fast n good..but u r blinded by ur own ego..
EGO...is making u not gain ..open ur eyes...SCIENTX
19/10/2020 10:38 AM

Scientex for:

(1) the strong prospects of the packaging industry as consumer spending shifts to on-the-go food and beverages due to a hectic lifestyle and higher food safety standards;
(2) a robust property development business despite the soft market in general thanks to its right focus on predominantly landed affordable residential units in secondary suburbs.
(3) The segment also sells plastic automotive interior components.

Unker,

I'm sure Scientex is good. No doubt about that..

Plastic products is not under Mabel's Business Plan. Beside Plastic is not environment friendly..

Mabel already 5 very good Property companies with hugh landbanks
1. SPSetia
2. Sime Properties
3. MRCB
4. EcoWorld
5. UEMS

Mabel has ready has 3 Automotive collection
1. Cycle & Carriage - Mercedes Benz
2. Sime Darby - BMW and Porsche
3. DRB Hicom - Mercedes Benz’s S-Class, E-Class, GLC and C-Class and Audi, Volkswagen’s Tiguan, Passat, Vento, Jetta and Polo Hatchback, Lotus Sport Cars, Honda, Jeep, Mitsubishi, Isuzu, Tata, Proton, Motorcycle brand Modenas

Automotive sector is currently P10 while Property is sitting at P13...

Plantation is currently sitting at the Podium :).

Mabel is actually looking forward to see Plantation overtaking Healthcare when the times comes. That's why Mabel is here....Hihihi...

Meow..


Why_
697 posts

Posted by Why_ > Oct 19, 2020 12:21 PM | Report Abuse

Covid19 record everyday if no rubber can produce rubber glove?


supersinginvestor
1675 posts

Posted by supersinginvestor > Oct 19, 2020 12:22 PM | Report Abuse

@mabel ok lor...
Woof woof woof


strattegist
20541 posts

Posted by strattegist > Oct 19, 2020 12:22 PM | Report Abuse

meowwwwwwwwwwwww


Mabel
13304 posts

Posted by Mabel > Oct 19, 2020 12:27 PM | Report Abuse

If FELDA were to terminate its LLA with FGV, FGV could have RM4 billion to RM5 billion in cash, which could be used to buy a plantation that has level terrain, is well-connected and is suitable for monetisation.

FGV’s move to return the land it leases from Felda could pave the way to resolve some of the latter’s financial issues, potentially by selling off some assets and repurposing the land with alternative crops that could help settlers pay their debts and increase their yields.

PERSPECTIVE Lane (M) Sdn Bhd’s (PLSB) proposal to inject 132,940ha of oil palm plantation land, refineries and downstream activities into FGV Holdings Bhd would create a palm oil producer larger than IOI Corp Bhd based on planted area.

FGV’s plantation landbank size will increase to 212,170ha even if the company ends its eight-year land lease deal with the Federal Land Development Authority (Felda).

IOI has about 176,156ha of planted area, while industry mammoth Sime Darby Plantation Bhd (SDP) has 320,000ha.

Under the deal, FGV can continue to play as a strategic partner to Felda for settlers to sell their fresh fruit bunches (FFB) to FGV mills, especially those mills are located near their land parcels. FGV may continue to be their estate management agent with favourable terms.

Settlers can also sign an agreement with FGV for the latter to continue to manage those estates with an agreed profit sharing or with a minimum payment if the FFB price falls below a certain target price.

The move comes amid attempts by the government to revive loss-making Felda. The state agency needs about RM800 million per year, but is receiving half the amount on average as FGV fails to deliver substantial profits.

FGV posted just two quarterly profits in the last nine quarters

“With the additional land injection, it would increase FGV’s own planted land despite the return of the 360,000ha. There are also downstream activities that can help FGV.

Meow


henry888
1573 posts

Posted by henry888 > Oct 19, 2020 2:25 PM | Report Abuse

This Felda pandai pandai sold most of their fgv shares and now wanted to revoke the LLA. FGV should sue for breach of contract ?

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