 | Stock: [CEPAT]: CEPATWAWASAN GROUP BHD May 13, 2022 8:59 AM | Report Abuse July22 soyoil @ Rm8000...why panic |
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| Stock: [KLK]: KUALA LUMPUR KEPONG BHD Apr 29, 2022 2:13 PM | Report Abuse owner managed vs politico appointees manage |
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| Stock: [KLK]: KUALA LUMPUR KEPONG BHD Apr 28, 2022 9:11 AM | Report Abuse Plantation co. with exposure to Indon will still post higher profits than last year.GAPKI prices 1Q22 higher than 4Q21.April22 also higher than 1Q22. Most Important is their selling policy, not to sell too far forward. Worst are our Msian GLCS. |
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| Stock: [UTDPLT]: UNITED PLANTATION BERHAD Apr 27, 2022 8:59 PM | Report Abuse @Abba84 CBOT July soyoil USD0.85 |
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| Stock: [UTDPLT]: UNITED PLANTATION BERHAD Apr 27, 2022 6:42 PM | Report Abuse July 22 soyoil Rm8166 now |
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| Stock: [KLK]: KUALA LUMPUR KEPONG BHD Apr 27, 2022 6:30 PM | Report Abuse July 22 soyoil Rm8166 now |
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| Stock: [CEPAT]: CEPATWAWASAN GROUP BHD Apr 27, 2022 4:33 PM | Report Abuse @prudentinvestor I concur
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| Stock: [UTDPLT]: UNITED PLANTATION BERHAD Apr 27, 2022 3:13 PM | Report Abuse Its difficult to reverse large forward sales contracts.Up should have started last year 2021!
Nevertheless it is a start and from quarterly report under derivatives there are now long and short contracts.Assuming UP is successful and ASP is Rm6000(less duties and taxes) 2Q22 EPS should come in approx 50-60 sen |
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| Stock: [INNO]: INNOPRISE PLANTATIONS BHD Apr 27, 2022 2:51 PM | Report Abuse still the best dividend yield stock |
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| Stock: [CEPAT]: CEPATWAWASAN GROUP BHD Apr 27, 2022 9:13 AM | Report Abuse july 22 soyoil = Rm7900 |
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| Stock: [KLK]: KUALA LUMPUR KEPONG BHD Apr 23, 2022 6:53 PM | Report Abuse It is hypocritical of these foreign institutional buyers of CPO,when prices are high they almost always ask for discount and when prices are low they dont give a shit!! |
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| Stock: [HSPLANT]: HAP SENG PLANTATIONS HOLDINGS BHD Apr 22, 2022 8:56 PM | Report Abuse Soyoil up MYR down July Soyoil is Rm7850, Why Malaysia in hurry to sell. |
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| Stock: [KLK]: KUALA LUMPUR KEPONG BHD Apr 22, 2022 8:53 PM | Report Abuse Soyoil up MYR down July Soyoil is Rm7850, Why Malaysia in hurry to sell. |
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| Stock: [KLK]: KUALA LUMPUR KEPONG BHD Apr 22, 2022 11:49 AM | Report Abuse as of last night prices
CPO is natural hedge against weak ringgit.December 22 soyoil is selling at Rm6850 equivalent.July 22 soyoil is Rm7530 equivalent, a Rm1300 premium over July FCPO
Why Malaysia sell forward at such discount when there is a shortage and when there is demand.
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| Stock: [HSPLANT]: HAP SENG PLANTATIONS HOLDINGS BHD Apr 22, 2022 1:43 AM | Report Abuse CPO is natural hedge against weak ringgit.December 22 soyoil is selling at Rm6850 equivalent.July 22 soyoil is Rm7530 equivalent, a Rm1300 premium over July FCPO
Why Malaysia sell forward at such discount when there is a shortage and when there is demand. |
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| Blog: Plantation stocks comparison update - Koon Yew Yin Apr 20, 2022 12:19 PM | Report Abuse @ william you hit it spot on points 2 and 3 |
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| Blog: Plantation stocks comparison update - Koon Yew Yin Apr 20, 2022 9:37 AM | Report Abuse @Calvin
Get your facts right!
"Because Mhc plant palm oil estates are mostly located in Telok Anson
Those lands are swampy and so quite useless "
Where u think Utd Plt lands are ?They have highest CPO per hectare in whole Malaysia.
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| Stock: [BKAWAN]: BATU KAWAN BHD Apr 20, 2022 9:15 AM | Report Abuse will it catch up to KLK?? KLK stake worth Rm35.90 |
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| Stock: [MHC]: MHC PLANTATIONS BHD Apr 15, 2022 6:38 PM | Report Abuse Soyoil May 22 is Rm7300+,July22 is Rm7100+ and Dec22 isRm6500+ |
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| Stock: [MHC]: MHC PLANTATIONS BHD Apr 15, 2022 9:53 AM | Report Abuse its better than FD and FD wont appreciate! |
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| Stock: [HSPLANT]: HAP SENG PLANTATIONS HOLDINGS BHD Apr 12, 2022 2:43 PM | Report Abuse @ccwong
Revenue is higher ,include PK but NPAT affected by taxes.My guess about 80+m ie slightly above 10sen |
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| Stock: [MHC]: MHC PLANTATIONS BHD Mar 29, 2022 10:45 AM | Report Abuse Cepat announced div yesterday so MHC likely announce today. |
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| Stock: [CEPAT]: CEPATWAWASAN GROUP BHD Mar 29, 2022 10:28 AM | Report Abuse 4% yield payout in 1 month not bad
probably management holding back because of the duties and taxes and also for working capital ie more ffb milling as they have the EFB,EFB oil and power generation business |
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| Stock: [TSH]: TSH RESOURCES BHD Mar 28, 2022 11:36 PM | Report Abuse @calvin The Q was referring to Cepat not MHC.Mr Chan is director(independent non exec of MHC) not owner |
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| Stock: [TSH]: TSH RESOURCES BHD Mar 28, 2022 10:43 PM | Report Abuse @Calvin
your statement :mhc people who owned cepat are selling whereas boss of Tsh are buying
Please substantiate dont promote one counter by bullshitting on another |
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| Stock: [MHC]: MHC PLANTATIONS BHD Mar 28, 2022 6:00 PM | Report Abuse @hoot You may be right but does that not apply to chips,metals and fuel prices?
Nothing worries governments more than food and fuel shortages.
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| Stock: [CEPAT]: CEPATWAWASAN GROUP BHD Mar 28, 2022 5:53 PM | Report Abuse To the faithful, dividends and special dividends totaling 4 sen |
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| Stock: [TSH]: TSH RESOURCES BHD Mar 25, 2022 3:29 PM | Report Abuse Dorab Mistry lah,Oils and fats trader who held back buying for India.Perpetually calling price to drop so he can buy. |
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| Stock: [TSH]: TSH RESOURCES BHD Mar 25, 2022 9:32 AM | Report Abuse D.Mistry minion wanna talk price down |
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| Stock: [CEPAT]: CEPATWAWASAN GROUP BHD Mar 24, 2022 9:14 AM | Report Abuse pendek lagi susah |
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| Stock: [HSPLANT]: HAP SENG PLANTATIONS HOLDINGS BHD Mar 21, 2022 12:18 PM | Report Abuse FCPO has been in backwardation since 2020.
Major trend since have been upwards.
Companies that sold spot have much better profit trends than those that sold forward.
My guess is if one have shorted since 2020 and rolled their shorts till now; because of the dynamics and settlement of MDEX,one would still be losing money. |
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| Stock: [KLK]: KUALA LUMPUR KEPONG BHD Mar 18, 2022 9:17 AM | Report Abuse Positive news for KLK lah ! |
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| Stock: [KLK]: KUALA LUMPUR KEPONG BHD Mar 18, 2022 9:06 AM | Report Abuse New Indon policy will benefit those that sell spot(levies and duties uses reference price,not co. selling price,punishes poor sellers) and have own refinery in Indon. |
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| Stock: [INNO]: INNOPRISE PLANTATIONS BHD Mar 16, 2022 10:09 AM | Report Abuse 6 sen ex div tomorrow and can expect 6sen every quarter!! |
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| Stock: [HSPLANT]: HAP SENG PLANTATIONS HOLDINGS BHD Mar 15, 2022 9:31 PM | Report Abuse FYI on fertilizer needs Palm v soy v rapeseed
https://gapki.id/en/news/18630/oil-palm-plantations-use-inorganic-fertilizer-higher-than-other-vegetable-oils-myths-facts-2-03 |
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| Stock: [CEPAT]: CEPATWAWASAN GROUP BHD Mar 15, 2022 10:08 AM | Report Abuse https://www.scmp.com/news/world/article/3170407/india-may-buy-discount...
India must be desperate to risk sanctions |
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| Stock: [HSPLANT]: HAP SENG PLANTATIONS HOLDINGS BHD Mar 15, 2022 10:08 AM | Report Abuse https://www.scmp.com/news/world/article/3170407/india-may-buy-discount...
India must be desperate to risk sanctions |
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| Stock: [INNO]: INNOPRISE PLANTATIONS BHD Mar 15, 2022 10:05 AM | Report Abuse https://www.scmp.com/news/world/article/3170407/india-may-buy-discounted-russian-oil-and-commodities-say-officials
India must be desperate to risk sanctions |
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| Stock: [INNO]: INNOPRISE PLANTATIONS BHD Mar 15, 2022 9:43 AM | Report Abuse Argentina banned exports of soy bean and oil |
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| Stock: [CEPAT]: CEPATWAWASAN GROUP BHD Mar 15, 2022 9:37 AM | Report Abuse https://www.reuters.com/world/americas/argentina-halts-export-registration-soy-oil-meal-2022-03-14/ |
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| Stock: [HSPLANT]: HAP SENG PLANTATIONS HOLDINGS BHD Mar 15, 2022 9:36 AM | Report Abuse https://www.reuters.com/world/americas/argentina-halts-export-registration-soy-oil-meal-2022-03-14/ |
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| Stock: [SOP]: SARAWAK OIL PALMS BHD Mar 14, 2022 8:54 AM | Report Abuse New demand from orangutans!! |
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| Stock: [CEPAT]: CEPATWAWASAN GROUP BHD Mar 11, 2022 8:24 PM | Report Abuse @novice,investor
Go look at Cepat and MHC quarterly report.They rank amongst the top in transparency in reporting on their production and financials.
The 'green' (environmental) and the 'gold'($$) is in their conversion of waste to energy.ie EFB (empty fruit bunch) ,EFB oil and biogas.Electricity FIT(feed in tariff) cannot be changed but they can sell off the excess EFB and EFB oil. all lumped together in Power generation which contributes between 16-20% of profit |
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| Stock: [MHC]: MHC PLANTATIONS BHD Mar 11, 2022 3:33 PM | Report Abuse @novice,investor
Go look at Cepat and MHC quarterly report.They rank amongst the top in transparency in reporting on their production and financials.
The 'green' (environmental) and the 'gold'($$) is in their conversion of waste to energy.ie EFB (empty fruit bunch) ,EFB oil and biogas.Electricity FIT(feed in tariff) cannot be changed but they can sell off the excess EFB and EFB oil. all lumped together in Power generation which contributes between 16-20% of profit |
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| Stock: [MHC]: MHC PLANTATIONS BHD Mar 11, 2022 2:43 PM | Report Abuse FY20 dividend was1.5sen. the 4sen was for FY21.Assuming 50% payout can look forward to 6.5sen, if more its better.
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| Stock: [KLK]: KUALA LUMPUR KEPONG BHD Mar 11, 2022 11:28 AM | Report Abuse KLK financial year end is September and full year EPS is 209.3sen 4Q21 incorporated only 1month IJMP results.
1Q22(dec21) v 4Q21(Sep21) PAT roughly flat.Presume integration costs (kitchen sinking) IJMP. However KLK hectarage has increased 30% and CPO price has increased more than 40% ( compared against FYE21 in Sept). Hence despite all the taxes and levies in Malaysia and Indonesia, can expect KLK to have a huge improvement in EPS. A 'no brainer' buy |
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| Stock: [CEPAT]: CEPATWAWASAN GROUP BHD Mar 9, 2022 2:08 PM | Report Abuse Malaysia real basket case!! In Indonesia from ministers ,GAPKI,Plantation owners and industry players generally all in syn, at worse neutral hedging their CPO price call; not like here trying to talk the price down and coming from industry players. |
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| Stock: [CEPAT]: CEPATWAWASAN GROUP BHD Mar 9, 2022 2:01 PM | Report Abuse Most IBs wrong about CPO since 2020.Some are conspicuously missing(not writing) reports for a year!! |
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| Stock: [CEPAT]: CEPATWAWASAN GROUP BHD Mar 8, 2022 8:52 PM | Report Abuse @noob cannot swim dont go into the water!! spreading negativities everywhere
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| Stock: [HSPLANT]: HAP SENG PLANTATIONS HOLDINGS BHD Mar 8, 2022 8:20 PM | Report Abuse Dependent on crop output,EPS 1Q22 of 15 sen would be good.Would be better if they paid dividend quarterly.At current price for FY22 Div yield of 6% minimum,possible 10% |
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