Friday
Oil
STTA
GGRM
Oil
- has been in recession for over a decade with price lower now than in 2010.
STTA
- New palm oil listing
- doing well, growing, making money & paying capital
- more profitable than LSIP so far
GGRM
- Down to only 0.38X assets which is very cheap & assumes losing money for ever, unlikely.
- Share price was 10,000 when JCI 650.
- Now 17,000 while JCI 7,000…
Thursday
FX reserves
MCD makes coal stocks look super cheap.
MCD has
ITMG has
FX reserves
- Show rupiah oversold, should now strengthen.
MCD makes coal stocks look super cheap.
MCD has
- Negative equity
- flat sakes
- 4X Assets valuation
ITMG has
- Net cash
- Strong sales
- 1X assets valuation