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Bursa Malaysia => Equities => Topic started by: 24601 on February 15, 2006, 09:45:30 PM

Title: Hot sectors
Post by: 24601 on February 15, 2006, 09:45:30 PM
i keep reading recently that there is a lot of good talk on the rubber sector, especially on this share called 'top glove'. in the past 3 months the share keep going up and up...

can anyone tell if it is still a good buy?
Title: Re: Hot sectors
Post by: julez.lim on February 16, 2006, 02:29:20 PM
i keep reading recently that there is a lot of good talk on the rubber sector, especially on this share called 'top glove'. in the past 3 months the share keep going up and up...

can anyone tell if it is still a good buy?

With mergers/acquisitions there are a few good strong companies in Malaysia in glove making industry. Their output are tops in the world.
Last year they were hot. Not sure about this year. Let me do some checking also at the prices of rubber...
Title: Re: Hot sectors
Post by: julez.lim on August 10, 2006, 07:45:23 PM
Lately heard that the plantation companies are rising rit? Any comments?
I notice that whenever oil rises, plantation companies' share will also be quite active as they predict the rise in oil palm.
Title: Re: Hot sectors
Post by: julez.lim on August 12, 2006, 02:22:13 PM
Can someone please confirm? Saw a mail that states that July '07 CPO futures have breached RM1,742.

With the current rise in CPO price, would plantation stocks be appealing?

Some related stocks that I know of are:
KLK
IJM Plantations
PBB Oil Palms
Golden Hope
IOI Corp
Asiatic

Correct me if I am wrong ya
Title: Re: Hot sectors
Post by: Maxforce on August 12, 2006, 03:06:49 PM
Missed the boat already...
Title: Re: Hot sectors
Post by: julez.lim on August 12, 2006, 03:53:34 PM
Just some facts for everyone:

"PLANTATION counters on Bursa Malaysia have been on the rise recently, spurred by the biodiesel story. The crude palm oil (CPO) futures hit RM1,761 per tonne for September deliveries on July 28

This was after Plantation and Commodities Minister Datuk Peter Chin announced that Malaysia and Indonesia had agreed to set aside 40% of their CPO output, or six million tonnes each, as feedstock for biodiesel production annually

For 2006, prices are expected to average between RM1,550 and RM1,600 per tonne. Industry analysts forecast prices in 2007 and 2008 to exceed RM1,800, primarily driven by the biodiesel theme, which is expected to cause a structural shift in demand for CPO sucking up inventories" -biz.thestar.com.my
Title: Re: Hot sectors
Post by: julez.lim on August 14, 2006, 07:03:45 PM
"Kuala Lumpur Kepong Bhd (KLK)'s share price, for instance, rose from RM9.50 in late June to RM11.60 on Friday, its highest in at least 10 years. That raised its price/earnings (PE) ratio valuation to 20 times its earnings last year and about 17 times its projected earnings this year. That's fairly typical of the big plantation stocks now

So far, one of the best-performing large plantation stocks is PPB Oil Palms Bhd, a member of the Kuok group. The stock hit its all-time high of RM8.10 on Friday, about 100% higher than its price of RM4.00 a year ago.

A plantation company that has similar features is Tradewinds Plantation Bhd, a product of the merger of Tradewinds (M) Bhd and Johore Tenggara Oil Palm Bhd or JTop. In a circular to Tradewinds' shareholders last year, it was stated that it was the country's fifth largest plantation group by virtue of its planted acreage of 240,000 acres. " -biz.thestar.com.my

Seems like Plantation stocks have rose to their highs...

Any of you have any ideas whether rise in plantation stocks impacts timber too or just coincidence?

"Unexpectedly, there was also a strong rally among the large timber stocks last week. Subur Tiasa Holdings Bhd, for instance, closed at a record high of RM3.80 on Friday while WTK Holdings Bhd's price of RM5.65 was a five-year high. 

At the same time, Ta Ann Holdings Bhd hovered at RM7.10, just a shade below its 52-week high. That raised its PE valuation to about 12 times its estimated earnings this year.  "-biz.thestar.com.my
Title: Re: Hot sectors
Post by: earwax on September 25, 2006, 08:32:58 AM
Is rubber sector still hot? What is the new hot sector now?  ???
Title: Re: Hot sectors
Post by: julez.lim on September 25, 2006, 08:56:42 AM
I would say "hot"ness last for only a couple of days and at times, reaching for a month max.
Then, some other sectors would be hot
Title: Re: Hot sectors
Post by: julez.lim on September 27, 2006, 04:39:39 PM
Had been hearing about M&As lately... and those potential ones...

Question: Would it be a smart idea to invest in a company going to undergo M&A? Or is it better to avoid these stocks?
Title: Re: Hot sectors
Post by: julez.lim on October 01, 2006, 10:33:28 AM
Any updates on what's the next HOT one?
Title: Re: Hot sectors
Post by: julez.lim on October 12, 2006, 06:18:52 PM
Noticed that this stock "Mah Sing" is gaining some attention lately in the papers...
What do you guys think about that stock?
The stock price looks like it's going up... May be too late to enter?

(Trying to paste the graph here... but dunno how...)
Title: Re: Hot sectors
Post by: earwax on April 03, 2007, 12:39:29 AM
Noticed that this stock "Mah Sing" is gaining some attention lately in the papers...
What do you guys think about that stock?
The stock price looks like it's going up... May be too late to enter?

(Trying to paste the graph here... but dunno how...)

A lot of coverage on Mah Sing again in the newspapers lately... http://www.investlah.com/search.php?search=%22mah+sing%22
Title: Re: Hot sectors
Post by: Salahdin on April 04, 2007, 12:35:53 AM
The share price of Mah Sing was already up.  Heard it's eying the Iskandar Region.  Actually, it has lots of landbank in KL area.  The landbanks should be able to maintain it's profitability.
Title: Re: Hot sectors
Post by: Calvin Wong on April 04, 2007, 05:36:43 PM
The share price of Mah Sing was already up.  Heard it's eying the Iskandar Region.  Actually, it has lots of landbank in KL area.  The landbanks should be able to maintain it's profitability.

Interesting... what is so big about the Iskandar Region?

Did stock prices of other companies that invest there go up already also?
Title: Re: Hot sectors
Post by: DenLee on April 04, 2007, 05:45:53 PM
At the moment, I only see Tebrau and JLand move significantly.  However, UEMWorld seemed to own the largest piece of lands there.  The irony is that, whether our KLCI can reach 1350 in near term will depend much on this project planning.  That highlight the importance of this Iskandar Region thingy.
Title: Re: Hot sectors
Post by: yunhui98 on April 04, 2007, 06:48:36 PM
Small election in Marchap will play a role in stock market? This election is important as indicator for the coming national election. There are quite good support in volume on GLC company today e.g Commerz, Tenaga, TM, and etc. Have any opinion on this?
Title: Re: Hot sectors
Post by: DenLee on April 09, 2007, 01:18:08 AM
Not really but as you say, the result could be a good benchmark for General Election.  When it comes, look for UEM related stocks, and Commerz.  These are the stocks quite closely related to the ruling party.  They will need much $ for the coming campaigns. :)
Title: Re: Hot sectors
Post by: booffett on April 09, 2007, 09:33:58 AM
if commerce rise, it will not be due to election purpose....

at least this stock is not for fund raising...

tebrau, uem, hmm, tat i no comment...  ;D
Title: Re: Hot sectors
Post by: Salahdin on April 09, 2007, 11:20:18 PM
Fund raising?  ???

Can explain more, Booffett?

Thanks.
Title: Re: Hot sectors
Post by: rougetrader on April 18, 2007, 05:22:17 PM
These counters are also referred to as 'election stocks' - boofeet's point noted there... yup, they need money to print those banners and bus in the supporters.... seems they have made enough from last weeks surge though, Ijok not spurring trade... :(

In any case, the likes of UEM/MRCB/Tebrau/Commerz all are potential long term runners, if you believe the IDR will get its act together and move...
Title: Re: Hot sectors
Post by: earwax on April 19, 2007, 12:51:02 AM
This 'election stocks' is to make the public happy or to raise money for the politicians?

So the politicians also goreng stocks?  ??? No wonder we're in such a mess...