4 people like this.
9 comment(s). Last comment by calvintaneng 2021-06-22 14:07
Reichwerden
117 posts
Posted by Reichwerden > 2021-06-21 01:12 | Report Abuse
CPO PRICE DROP8 > 20%
calvintaneng
53,712 posts
Posted by calvintaneng > 2021-06-21 06:03 | Report Abuse
Cpo went up from Rm2,000 per ton to Rm4,800 per ton. Now only retracing Thplant's palm oil lands are concentrated in Trengganu Pahang Johor Sabah, Sarawak and Kalimantan Pahang and Trengganu are along the Ecrl route while Sarawak and SABAH are along the Pan Borneo Highway So these highways will unlock value all along it's routes And being a larger size palm oil owner there is economy of scale Thplant cost of Cpo production is only Rm1,465 per ton. Thplant also got its own palm oil mills At Rm2,500 it is making 70% percent gross profit At Rm3,000 it is making 100% At Rm3,500 it will be excellent At Rm4,000 it will be fantastic All these good factors have come into play more than 6 months already but not yet reflected in Thplant share price as yet. So Thplant is a real bargain now with all it's hidden potential so apparent now for anyone to have missed
Posted by calvintaneng > 2021-06-21 06:23 | Report Abuse
Thplant owns a total of 6 palm oil mills. Plus it has very long term strategic investments in 3,830 acres of Teak wood planted in SABAH
Thomas Chan Yeu Wai
84 posts
Posted by Thomas Chan Yeu Wai > 2021-06-21 12:03 | Report Abuse
nice analysis sifu calvin.
Posted by calvintaneng > 2021-06-21 19:45 | Report Abuse
TYVM Thomas I see you also bullish on Taann which is also a great defensive stock KEEP VERY SAFE FOR NOW!
Posted by calvintaneng > 2021-06-22 13:54 | Report Abuse
Soybean oil in dalian holding above Usd60 gives support to fcpo at Rm3,490 Since Thplant cost of cpo production only Rm1,465 the more than 100% gross profit is superb
Posted by calvintaneng > 2021-06-22 14:02 | Report Abuse
Rm3,490 - Rm1,465 = Rm2,025 gross profit per ton Last time Cpo price was Rm2,000 per ton Now is Cpo profit is Rm2,025 per ton How could I miss?
Lukey_Greek
296 posts
Posted by Lukey_Greek > 2021-06-22 14:06 | Report Abuse
Go study more of last quarter profit composition. Dont mislead the investors & got a potential surprise -ve profit for the coming quarter due to fair value loss.
Posted by calvintaneng > 2021-06-22 14:07 | Report Abuse
Since Thplant cost of cpo production is only Rm1,465 Cpo at Rm2,500 will yield more than 70% gross profit and more than enough to cover sukuk loan plus a profit If Cpo at Rm3,000 will be good Cpo at Rm3,500 will be great Cpo at Rm4,000 will be fantastic
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Score
PBBANK
PUBLIC BANK BHD
1000
GENTING
GENTING BHD
549
LAGENDA
LAGENDA PROPERTIES BERHAD
489
GENM
GENTING MALAYSIA BERHAD
355
YTLPOWR
YTL POWER INTERNATIONAL BHD
326
MPI
MALAYSIAN PACIFIC INDUSTRIES
320
PTRANS
PERAK TRANSIT BERHAD
311
HLIND
HONG LEONG INDUSTRIES BHD
302
9
MAHSING
MAH SING GROUP BHD
294
10
MYEG
MY E.G. SERVICES BHD
271
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Last
Change
Volume
HSI-CV7
0.17
+0.02
288,696,800
HSI-HUT
0.115
-0.02
170,705,700
1.11
+0.05
91,807,500
DSONIC
0.485
-0.03
90,136,100
VELESTO
0.265
-0.01
61,057,900
JCY
0.53
+0.005
53,588,800
EWINT
0.375
-0.04
53,256,400
1.20
+0.08
45,197,300
KENERGY
0.65
+0.035
44,375,800
NOTION
1.48
42,255,500
PANAMY
20.28
+0.22
128,100
HTPADU
2.01
+0.13
2,121,200
PTT
2.30
+0.12
1,879,800
HSI-HWP
0.695
+0.115
24,000
SHL
2.35
+0.11
111,500
PARAGON
3.72
+0.10
71,000
PETGAS
18.28
39,200
CDB
3.96
+0.07
1,140,000
HSI-CXC
0.655
33,000
37.98
-0.76
58,700
GCB
4.04
-0.26
2,870,800
PETDAG
19.20
-0.22
185,700
TENAGA
13.00
-0.18
3,138,600
PPB
14.58
-0.16
693,100
HSI-CXE
0.635
30,000
HARISON
9.31
13,200
1.57
-0.14
32,691,000
KLK
21.32
831,900
AJI
16.30
69,000
Time
Signal
Duration
SLVEST
SOLARVEST HOLDINGS BERHAD
2024-05-31 12:10:00
EMA 5
5 Mins
MACD/RSI
JOHAN
JOHAN HOLDINGS BHD
2024-05-31 12:05:00
ADX
HONGSENG
HONG SENG CONSOLIDATED BERHAD
HSSEB
HSS ENGINEERS BERHAD
MHB
MALAYSIA MARINE AND HEAVY ENG
KAREX
KAREX BERHAD
MINETEC
MINETECH RESOURCES BHD
2024-05-31 12:00:00
CS Tan
4.9 / 5.0
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Reichwerden
117 posts
Posted by Reichwerden > 2021-06-21 01:12 | Report Abuse
CPO PRICE DROP8 > 20%