Hockie Tai's comment on PLS. All Comments

Hockie Tai
2 Like · Reply
PLS 是我手上唯一一支没有盈利的股。
理由是我对榴莲情有独钟,股市里没有几家 peers 。
虽然没有很多股,我对长远有期望,希望总有一天 PLS 会成为世界级的榴莲大王。
Hockie Tai
守得云开见明月。。。虽然不是赚很多
Like · 4 years · translate
eric leow
durian sudah runtuh
Like · 4 years · translate
Hockie Tai
instead of buy a land and plant durian trees using individual ability then wait for 7 years for fruits... can consider to be a shareholder of a durian plantation company with great flexibility and liquidity....
1 Like · 4 years · translate
Hockie Tai
patience still very important, no matter how hard we F, it still takes 9 months to deliver a baby...
1 Like · 4 years · translate
yutaka tong
one thing to consider is the botak director is quite cunning in goreng
Like · 4 years · translate
eric leow
botak is a smart and cunning businessman with great vision. durian is a lucrative business in china.
Like · 4 years · translate
Hockie Tai
true... durian seller who is not cunning is difficult to find...
Like · 4 years · translate
Hockie Tai
another peer is MENTIGA also this year started to plan new durian plantation in Jerantut, Pahang.
3 main problems:
1. entire new plantation need min 6 years to see profit.
2. stock is not volatile and inactive.
3. big shareholder is Pahang state gov.
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Like · 4 years · translate
yutaka tong
six years is too long. by the time durian ripe, there will be oversupply since china is also plantingvtheir own durian
1 Like · 4 years · translate
eric leow
no need wait 6 year lor, they already acquired one of the major durian exporter to china.
Like · 4 years · translate
Hockie Tai
eric, u are right, PLS is faster and more advantage than MENTIGA.
PLS durian biz model is more complete, from plantation, food processing, supply chain and distribution. remove the middleman profit. also have other fruits as alternative. lets wait their next annual report to see more details.
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1 Like · 4 years · translate
Hockie Tai
yukata, even they brought musang king seed to china, they need other requirement such as soil type, drains and weather. even though china's technology is advance and they can develop artificiality. now china largest durian import country is still thailand, but all of us know thailand durian buaysai. i think biz still profit as long as china didnt block malaysia durian, and / or china didnt introduce strong policy to encourage durian plantation such as subsidize / tax reduce / state direct invest
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Like · 4 years · translate