ShareJunction - Member Posts

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Trump ask Apple to shift iPhone factory from China back to USA. Apple CEO will say F off we only have expert in design manage supply chain and market, no expert know how to manufacture, ask foxcon to move. Kuok will say F off I don't know how to shift Abd us don't have sufficient skilled cheap labor I go USA I will be bankrupt very soon.

earlybird14 ( Date: 02-Mar-2017 17:29) Posted:

Someone may be worrying trump trade protectionism. But let's think about it possible? 1 president try to change outcome of 20-30 years? Every one watching but watching mean no action, at least 1-2 years so earning visibility is clear. Will u hold stock for so long?

Moving factory which running 24 hr 5 days so easy to be done in 1-2 years? No so easy. Trump can ask ford to shift factory from Mexico back to USA but not so easy to ask gm to shift from China

earlybird14 ( Date: 02-Mar-2017 17:17) Posted:

This is my 2nd time buy hph trust after last selling before ex-d.

I avoid to buy hph trust because they have unhealthy distribution which give more than what they earn.

With such case, they will be forced to lower down dividend as expected since it is not sustainable and every time they lower, will suffer significant drop even though they distribute more than 10% luxury dividend.

Now they adjust to about 20hkcents with about 6% dividend which is same as what they earned as per past 2 years.

Then we know they will have extra cash for doing something else from depreciation.

If market can accept 6%, then know that this sustainable. Price will be supported. We have 10days price supported.

So now, who can deliver 6% among Sgx bluechips dividend

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Someone may be worrying trump trade protectionism. But let's think about it possible? 1 president try to change outcome of 20-30 years? Every one watching but watching mean no action, at least 1-2 years so earning visibility is clear. Will u hold stock for so long?

Moving factory which running 24 hr 5 days so easy to be done in 1-2 years? No so easy. Trump can ask ford to shift factory from Mexico back to USA but not so easy to ask gm to shift from China

earlybird14 ( Date: 02-Mar-2017 17:17) Posted:

This is my 2nd time buy hph trust after last selling before ex-d.

I avoid to buy hph trust because they have unhealthy distribution which give more than what they earn.

With such case, they will be forced to lower down dividend as expected since it is not sustainable and every time they lower, will suffer significant drop even though they distribute more than 10% luxury dividend.

Now they adjust to about 20hkcents with about 6% dividend which is same as what they earned as per past 2 years.

Then we know they will have extra cash for doing something else from depreciation.

If market can accept 6%, then know that this sustainable. Price will be supported. We have 10days price supported.

So now, who can deliver 6% among Sgx bluechips dividend?

Morello ( Date: 02-Mar-2017 16:02) Posted:

purely looking at dpu guidance of 20 to 23 hk cents for 2017 (vs dpu of 30.6 hk cents in 2016) which is a huge 25% drop, I will give this a miss for now. just using their lower guidance as a gauge of their confidence level...

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This is my 2nd time buy hph trust after last selling before ex-d.

I avoid to buy hph trust because they have unhealthy distribution which give more than what they earn.

With such case, they will be forced to lower down dividend as expected since it is not sustainable and every time they lower, will suffer significant drop even though they distribute more than 10% luxury dividend.

Now they adjust to about 20hkcents with about 6% dividend which is same as what they earned as per past 2 years.

Then we know they will have extra cash for doing something else from depreciation.

If market can accept 6%, then know that this sustainable. Price will be supported. We have 10days price supported.

So now, who can deliver 6% among Sgx bluechips dividend?

Morello ( Date: 02-Mar-2017 16:02) Posted:

purely looking at dpu guidance of 20 to 23 hk cents for 2017 (vs dpu of 30.6 hk cents in 2016) which is a huge 25% drop, I will give this a miss for now. just using their lower guidance as a gauge of their confidence level...

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Up or down within 3 days will be known.

I of course support the historical low after 10 days holding

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Who knows? So long as 1 dollar don't break, chance is high.

TMW1986 ( Date: 02-Mar-2017 14:35) Posted:

No calstayst I feel. Unless Trump power continue. But it won't last so Long one.

earlybird14 ( Date: 02-Mar-2017 14:24) Posted:

May fly to 1.2. Force shortcovering at 95-1.

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May fly to 1.2. Force shortcovering at 95-1.

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Soy oil price breaking 35, I think market is waiting for it to start a bull run for all vegetable oil related counters.

earlybird14 ( Date: 02-Mar-2017 13:16) Posted:

37.5 month chart support. Need 3days to support to force short covering.

earlybird14 ( Date: 02-Mar-2017 07:52) Posted:

Wait for a level support for 3 days. Then buy ,

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37.5 month chart support. Need 3days to support to force short covering.

earlybird14 ( Date: 02-Mar-2017 07:52) Posted:

Wait for a level support for 3 days. Then buy ,

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The strong buy signal shall be soy oil price breaking 35 dollars.

Indofood price is flat with flatten cpo price in Malaysia.

Market need soy oil to hit high to remove worrying of vegetables oil moving into bearish mode.

earlybird14 ( Date: 02-Mar-2017 10:12) Posted:

http://www.bursamalaysia.com/market/derivatives/prices/#/?page=1&contract_code=FCPO

March contract 2950.

https://m.investing.com/commodities/us-soybean-oil

Soy oil try to break high last night and a bit higher on yesterday strong bounce.

Indofood Chiong soon

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http://www.bursamalaysia.com/market/derivatives/prices/#/?page=1&contract_code=FCPO

March contract 2950.

https://m.investing.com/commodities/us-soybean-oil

Soy oil try to break high last night and a bit higher on yesterday strong bounce.

Indofood Chiong soon

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Hutchison is still mr Li brand name, which has been with him for many years.

So just buy some, won't be wrong.

In fact, the price slowly up in past few weeks, a dividend ex-d pull price down to this level.

With sti bullish and one of the index component, sti want to go up further or sustain there, some bluechips which Chiong high has to move into correction and this baby who stay low for very long will be the one to compensate them and keep sti to stay above 3100

earlybird14 ( Date: 02-Mar-2017 09:28) Posted:

After dropping from iPo 1 plus.

Now this range price in fact reflect a value of hph trust. Look at his book, the dividend has been adjusted till a level the cash flow is not burning which mean is a sustainable dividend so long as revenue don't fall too much.

So in overall in such bull market, at such price, if I am Li see my baby depreciated from 1 plus till 38.5, nobody want, he may want it back

earlybird14 ( Date: 02-Mar-2017 09:23) Posted:

Time to buy. After all bluechips pump up high. Their correction need other bluechips to cover. Hph trust will be in play.

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After dropping from iPo 1 plus.

Now this range price in fact reflect a value of hph trust. Look at his book, the dividend has been adjusted till a level the cash flow is not burning which mean is a sustainable dividend so long as revenue don't fall too much.

So in overall in such bull market, at such price, if I am Li see my baby depreciated from 1 plus till 38.5, nobody want, he may want it back

earlybird14 ( Date: 02-Mar-2017 09:23) Posted:

Time to buy. After all bluechips pump up high. Their correction need other bluechips to cover. Hph trust will be in play.

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Time to buy. After all bluechips pump up high. Their correction need other bluechips to cover. Hph trust will be in play.

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Feb contract is end. Look at March http://www.bursamalaysia.com/market/derivatives/prices/#/?page=1&contract_code=FCPO

Something is blowing in past 2 days be updated

MekMiRic ( Date: 02-Mar-2017 05:45) Posted:

cpo prices hovering around 2.7~2.8.
No real reason to climb yet.
quite disappointing.
well, it is what it is.
looks like i need to stay vested for value rather than timing the market.

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Wait for a level support for 3 days. Then buy ,

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The business man priced goodwill 19bil hk higher and list in Sgx. 2 year later wrote it off. The divestment that time was to support his little son business

That time sg gov and Sgx were so happy but In fact hkse don't allow them to list at such iPo at such price then they come here.

junction ( Date: 01-Mar-2017 17:44) Posted:

It is a minot nuisance at retailers expense. The majority owner better take it private and list it in HK. But then this shrewed businessman will offer very low and sell very high one leaving nothing for the buyer/s

Morello ( Date: 22-Feb-2017 20:52) Posted:

the fun begins when a counter listed on the sgx quotes its shares in US currency and gives dividends in HK currency

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Based on trading volume, I think should go usd hph.

HB8289 ( Date: 01-Mar-2017 16:30) Posted:

ya q @ 0.535Cts

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http://www.bursamalaysia.com/market/derivatives/prices/#/?page=1&contract_code=FCPO

Malaysia market up a bit only. With the down from India side which is counted in usd, and usd up almost 1.5%. So the down in India are due to usd up.

Price still stay at around rm 2800. Indofood stay strong golden red( deserve it, 16% gross margin) bumitama unchanged.

Hopefully indofood don't end up selling tomorrow.

earlybird14 ( Date: 01-Mar-2017 13:43) Posted:

https://m.investing.com/commodities/crude-palm-oil-advanced-chart

Cpo dropped doesn't follow soy oil price.

earlybird14 ( Date: 01-Mar-2017 09:30) Posted:

https://m.investing.com/commodities/crude-palm-oil

Cpo bounce up 2.2%

Big buy indofood

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What a waste. A fantastic result encounter a free falling cpo price.

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https://m.investing.com/commodities/crude-palm-oil-advanced-chart

Cpo dropped doesn't follow soy oil price.

earlybird14 ( Date: 01-Mar-2017 09:30) Posted:

https://m.investing.com/commodities/crude-palm-oil

Cpo bounce up 2.2%

Big buy indofood