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2.70   +0.04 (1.50%)  2.66 - 2.70  33,000
2,086 comment(s). Last comment by newbie2y at Oct 21, 2020 9:41 PM
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lumbercpo
61 posts

Posted by lumbercpo > Sep 14, 2020 8:55 AM | Report Abuse

us soybean 1000usd


tkk1127
242 posts

Posted by tkk1127 > Sep 14, 2020 4:49 PM | Report Abuse

CPO futures break RM2.9k for Oct and Nov. Remaining mths at 2800++


lumbercpo
61 posts

Posted by lumbercpo > Sep 15, 2020 6:37 PM | Report Abuse

CPO RM3000 coming!!


lumbercpo
61 posts

Posted by lumbercpo > Sep 17, 2020 10:55 AM | Report Abuse

broke RM3000


Mabel
9933 posts

Posted by Mabel > Sep 17, 2020 10:38 PM | Report Abuse

Memang Sawit 3000 dah mari
Memang BULL rally sudah jadi
Adik Felda senang hati
Mari Abang dan adik kira duit berkali kali


lumbercpo
61 posts

Posted by lumbercpo > Sep 18, 2020 7:43 AM | Report Abuse

US soybean USD1027. super bull coming


lumbercpo
61 posts

Posted by lumbercpo > Sep 18, 2020 11:23 AM | Report Abuse

1042 now. wow


lumbercpo
61 posts

Posted by lumbercpo > Sep 18, 2020 11:25 AM | Report Abuse

plantation counter bull run coming


OldWiseMan100
82 posts

Posted by OldWiseMan100 > Sep 18, 2020 1:46 PM |

Post removed. Why?


Mabel
9933 posts

Posted by Mabel > Sep 18, 2020 4:33 PM | Report Abuse

Hujan Emas Glove sedang bekembang
Hujan Emas Vaccine mula nak jadi
Hujan Emas Bandar Malaysia mula di sembang
Hujan Emas Sawit sudah berbunga berseri seri

Meow Meow Meow


lumbercpo
61 posts

Posted by lumbercpo > Sep 18, 2020 6:37 PM | Report Abuse

fcpo broke RM3100


Mabel
9933 posts

Posted by Mabel > Sep 29, 2020 10:16 PM | Report Abuse

CPO prices has bottom out at RM2757 at up again at RM 2822s level .., price firming uptrend.

Malaysian has Become the Top Palm Oil Supplier to China (Malaysia even beat Indonesia World No 1 Palm Oil Producer)

Malaysia’s palm oil exports to China increased by 31.9% or 316,400 MT over last year to 1.31 million MT from January to June 2020, while Indonesia shipped 1.28 million MT of PO to China, decreased by 42.7% or 956,400 MT. As a result, PO market share commanded by Malaysia in China up to June this year rose from 30.7% held last year to 50.3%, and Indonesia’s share slid to 49.2% from 69.2% for the same period in comparison. Malaysia has become the top PO supplier once again since 2015.


Mabel
9933 posts

Posted by Mabel > Sep 30, 2020 8:44 AM | Report Abuse

There are several risks factors on any Plantation earnings estimates, price target and rating. Key risks to the palm oil sector are:

(i) weather anomalies resulting in poorer-than-expected output growth -*Let's hope for a good weather the next coming 3 months*.

(ii) lower than-expected CPO price achieved – *On Target and currently CPO is Up trending*

(iii) negative policies imposed by import countries – *Positive*. The exemption of CPO export duty by the government of Malaysia till Dec 2020 will be positive for CPO exports (especially to India) and will help support CPO price which is expected to be under pressure in 3Q20 due to the anticipated stockpile build-up amid seasonal production recovery

(iv) unfriendly policies imposed by the Malaysian and Indonesian government on upstream or downstream segments – *Already factored on India’s move to restrict the importation of refined palm oil*. This will result in quicker build-up of MPOB stockpile when output recovers from 2Q20, and cap CPO price upside

(v) sharply lower crude oil prices which makes palm biodiesel demand not viable – *Brent has already breached USD 40*

(vi) weaker competing oil prices (like soybean and rapeseed- *On Target*. Alternative Oil Prices is on the rise which make Palm Oil very attractive.

Meow Meow Meow


Mabel
9933 posts

Posted by Mabel > Sep 30, 2020 12:18 PM | Report Abuse

THE HISTORY OF MABEL PALM OIL

The Palm Oil, whose scientific name is Elaeis guineensis Jacq, originates from West Africa. It were first brought into this country by the British in the 1870’s as an ornamental plant in their gardens. However, other countries were already familiar it and its uses. Among the earliest evidences of its usage were
• Traces of my ancestors found in burial urns aged 5000 years in Abydos, Egypt
• The barter of palm oil for salt centuries ago
• A lubricant for engines and in the manufacture of candles, soap and margarine in Europe during the 19 th century.

Palm Oil started to make Malaysia its home on a large scale in the 1960’s. This started when the Malaysian Government introduced a land cultivation scheme for the purpose of planting oil palm trees.The purpose of this scheme was to eradicate poverty and raise the standard of living for the rural population. Today, palm oil grows and flourish in palm oil plantations which can be found throughout the country, from Perlis to Sabah.


lumbercpo
61 posts

Posted by lumbercpo > Oct 1, 2020 8:14 AM | Report Abuse

US soybean rocket this morning,expect CPO climb back to RM3000


lumbercpo
61 posts

Posted by lumbercpo > Oct 1, 2020 8:17 AM | Report Abuse

US large declined in grains stock. Super inflation coming. Commodities is the first to move, follow bybithers


Pinky
289 posts

Posted by Pinky > Oct 5, 2020 10:53 AM | Report Abuse

This good counter no one seems to be interested. Combo of timber AND oil palm, with their palm trees relatively young and in maturing stage. See month-by-month increase of production figures...


lumbercpo
61 posts

Posted by lumbercpo > Oct 6, 2020 6:51 PM | Report Abuse

us soybean 1030 now. fcpo expect challenge RM3000 again


lumbercpo
61 posts

Posted by lumbercpo > Oct 7, 2020 9:42 PM | Report Abuse

us soybean 1050. super bull coming


lumbercpo
61 posts

Posted by lumbercpo > Oct 7, 2020 9:43 PM | Report Abuse

fcpo tml break 3000


Mabel
9933 posts

Posted by Mabel > Oct 8, 2020 8:26 AM | Report Abuse

Meow Meow Meow


Pinky
289 posts

Posted by Pinky > Oct 8, 2020 9:24 AM | Report Abuse

Ta Ann pleas be good to me...

You are the 2nd largest holding in my portfolio now XD


lumbercpo
61 posts

Posted by lumbercpo > Oct 8, 2020 5:45 PM | Report Abuse

FCPO December back to RM2900 while October RM3000. Coming QRs explosive EPS!!!!


lumbercpo
61 posts

Posted by lumbercpo > Oct 8, 2020 5:47 PM | Report Abuse

US soybean future 3 years high to USD1056 now. !!!! Hope can break USD 1500!!!!


lumbercpo
61 posts

Posted by lumbercpo > Oct 9, 2020 10:16 AM | Report Abuse

super bull coming


chickmonk
980 posts

Posted by chickmonk > Oct 9, 2020 10:44 AM | Report Abuse

TP RM4


chickmonk
980 posts

Posted by chickmonk > Oct 9, 2020 4:13 PM | Report Abuse

fcpo oct above RM3000


lumbercpo
61 posts

Posted by lumbercpo > Oct 9, 2020 9:58 PM | Report Abuse

US soybean 1060 now.


lumbercpo
61 posts

Posted by lumbercpo > Oct 9, 2020 10:09 PM | Report Abuse

brazil drought, cpo counters bullish


Mabel
9933 posts

Posted by Mabel > Oct 10, 2020 12:45 PM | Report Abuse

Plantation - Key Takeaways From Globoil's Webinar
Date: 9th October 2020

Solvent Extractors Association of India organised a webinar yesterday titled “World Price Outlook for Vegetable Oils and Meals”. There were three speakers i.e. Thomas Mielke from Oil World, Dorab Mistry from Godrej International and James Fry from LMC International. Here are the key takeaways from the webinar: -

James Fry said that rains and good palm prices would encourage better estate maintenance in Malaysia and Indonesia, leading to improved palm production in year 2021F. Rains would boost CPO supply in early-2021F and in the meantime, there would be a seasonal pick-up in production in 4Q2020. Peak palm production may be delayed by a month or two from the usual month of October or November in Malaysia.

In terms of demand, many companies in the HORECA sector (hotels, restaurants and catering) may not survive without government support. Families in low income countries may be trading down to smaller bottles of cooking oil. James Fry did not give a price forecast.

Thomas Mielke said that CPO prices may hover around US$700/tonne (RM2,905/tonne) in 1H2021. He forecasts global production of palm oil to increase by 3.5mil to 4mil tonnes in 2021F. CPO output in Indonesia is estimated to rise by 3mil tonnes in 2021F from about 43mil tonnes in 2020E. Thomas Mielke expects CPO production in Malaysia to be flat in 2021F.

He added that global soybean supply is ample currently in spite of weather-related losses in the US. He expects world soybean supply to increase by 21mil tonnes in 2020E/2021F as Brazil is envisaged to record a record output of 132.5mil tonnes (2019/2020E: 126.5mil tonnes).

Dorab Mistry believes that CPO production in Malaysia would be flat at 19.9mil tonnes in 2020E compared with market expectations of a decline. We believe that this implies that 4Q2020 production would be strong as Malaysia’s CPO output fell by 4.7% YoY in 8M2020. He did not give a production forecast for 2021F although he said that palm supply would be good.

Dorab has suggested a dynamic biodiesel mandate to the Indonesia government whereby if CPO prices exceed US$600/tonne, the biodiesel mandate would be reduced to B25 from B30. If CPO prices exceed US$700/tonne, the biodiesel mandate would be reduced further to B20. With this, the biodiesel mandate would still be implemented but at the same time, the smallholders would not be affected by the CPO export levy. Currently, Indonesia implements the B30 biodiesel mandate with subsidies from the CPO export levy of US$55/tonne.

Mabel Research House


newbie2y
207 posts

Posted by newbie2y > Oct 10, 2020 9:52 PM | Report Abuse

inventory depletes by the increased exports..
https://www.theedgemarkets.com/article/malaysias-oct-110-palm-oil-exports-rise-133-%E2%80%94-amspec-agri


chickmonk
980 posts

Posted by chickmonk > Oct 12, 2020 10:44 AM | Report Abuse

fcpo super bullish!!!!


lumbercpo
61 posts

Posted by lumbercpo > Oct 15, 2020 8:56 AM | Report Abuse

US soybean 1060 again!!


lumbercpo
61 posts

Posted by lumbercpo > Oct 15, 2020 8:59 AM | Report Abuse

“Based on our observation, most privatisation targets share several similar characteristics, including low trading liquidity, low valuation and under-researched. About a third of the Bursa Malaysia Plantation Index components have these characteristics.”

They include Chin Teck Plantations Bhd, Cepatwawasan Group Bhd, Hap Seng Plantations Holdings Bhd, Kluang Rubber Co (M) Bhd, Sarawak Plantation Bhd, Ta Ann Holdings Bhd and United Malacca Bhd.


Pinky
289 posts

Posted by Pinky > Oct 15, 2020 9:30 AM | Report Abuse

Oi don't privatise, I love my Ta Ann shares!


newbie2y
207 posts

Posted by newbie2y > Oct 21, 2020 9:41 PM | Report Abuse

as reference, can see Riverview q3 reports on how much profit they generated from the recent cpo price rise..
https://www.klsescreener.com/v2/stocks/view/2542/riverview-rubber-estates-berhad

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