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1,887 comment(s). Last comment by Albukhary at Nov 28, 2019 12:25 AM
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Kky
2798 posts

Posted by Kky > May 29, 2017 11:01 PM | Report Abuse

entertain u :)


10bagger10
964 posts

Posted by 10bagger10 > May 30, 2017 6:02 PM | Report Abuse

Calvin sifu, what is ur opinion on latest result?


calvintaneng
31083 posts

Posted by calvintaneng > May 30, 2017 6:09 PM | Report Abuse

Posted by 10bagger10 > May 30, 2017 06:02 PM | Report Abuse

Calvin sifu, what is ur opinion on latest result?

Calvin think it's excellent!

1) REVENUE UP 16.8% FROM LAST YEAR QUARTER

2) PROFITS JUMPED A WHOPPING 163% HOORAY!!

3) NTA ALSO UP 3.6%

RESOUNDING TURNAROUND FOR THIS GROWTH STOCK!!

Hip Hip Hooray!!!


10bagger10
964 posts

Posted by 10bagger10 > May 30, 2017 6:20 PM | Report Abuse

Calvin sifu can this one 10 bagger stock?


calvintaneng
31083 posts

Posted by calvintaneng > May 30, 2017 6:24 PM | Report Abuse

Posted by 10bagger10 > May 30, 2017 06:20 PM | Report Abuse

Calvin sifu can this one 10 bagger stock?

Yes, why not?

Fully Auto MODIPALM is almost a monopoly

CBIP's profit is 18% compared to other Palm Oil plantation stocks around 8% to 9%

So the Growth rate is excellent.


calvintaneng
31083 posts

Posted by calvintaneng > May 30, 2017 6:30 PM | Report Abuse

Fully Automatic Modipalm Customers are FGV, SIME DARBY & All the Major & Minor Players in Malaysia & Indonesia. New market now is South America

This quarter major profits came from Modipalm Sales & Service.

Actual profit before tax is 25%. After tax net profit is 18.5%

What CBIP is to Plantation is just like PTaras among construction companies.

Both got superior gross profit & net profit.

CBIP is even better than PTaras Jaya because PTaras market is local while CBIP is world wide.


calvintaneng
31083 posts

Posted by calvintaneng > May 30, 2017 6:32 PM | Report Abuse

One more thing

FGV is in 30 Top Share Holders of CBIP. Value Cap also in Top 30

So you can expect Malaysian Govt to support CBIP with lots of job orders


warren buntut
7868 posts

Posted by warren buntut > May 30, 2017 6:35 PM | Report Abuse

lol .... should sink tomorrow as result is so so


calvintaneng
31083 posts

Posted by calvintaneng > May 30, 2017 6:53 PM | Report Abuse

CB Industrial's 1Q profit up 164%

according to THEEDGEDAILY Lastest News Flash

See

http://www.theedgemarkets.com/article/cb-industrials-1q-profit-164


calvintaneng
31083 posts

Posted by calvintaneng > May 30, 2017 7:01 PM | Report Abuse

CB Industrial's 1Q profit up 164%

KUALA LUMPUR (May 30): CB Industrial Product Holding Bhd's (CBIP) net profit for the first quarter ended March 31, 2017 (1QFY17) jumped 163.8% to RM24.57 million from RM9.32 million a year earlier on higher contributions from its special purpose vehicles (SPVs) as well as the palm oil equipment and engineering segments.

Revenue in 1QFY17 climbed 16.9% to RM132.34 million from RM113.2 million in 1QFY16, mainly due to higher project billings by the SPVs segment, the group said in its filing with Bursa Malaysia.

The group noted that the palm oil equipment and engineering segment's profit before taxation (PBT) was 19% higher despite a 13% drop in revenue.

"The decrease in revenue was mainly due to lower projects implementation in the current financial period. The increase in profit was mainly due to the recovery from the losses incurred by the investment in asset management and foreign exchange in the same period last year to gains in the current financial period," said CBIP.

Meanwhile, SPVs segment's revenue was 328% higher in 1QFY17 while its PBT rose 242% year-on-year.

CBIP said the increases were mainly attributed to higher projects implementation following a strong growth in secured projects orderbook in the second half of FY16 (2HFY16).

On outlook, the group said it expects to achieve satisfactory results for the financial year ending Dec 31, 2018 (FY18), which will be mainly driven by the SPVs as well as the palm oil equipment and engineering divisions.

CBIP settled 0.5% higher at RM2.08, valuing the group at RM1.09 billion.


Calvin comments:

This shows that there is pricing power in Modipalm!!


10bagger10
964 posts

Posted by 10bagger10 > May 30, 2017 7:15 PM | Report Abuse

Calvin sifu is the real investor here. Imho.


Kky
2798 posts

Posted by Kky > May 30, 2017 10:23 PM | Report Abuse

limit up tomorrow


chkhooju
643 posts

Posted by chkhooju > May 30, 2017 11:02 PM | Report Abuse

Limit up? My foot!


chkhooju
643 posts

Posted by chkhooju > May 30, 2017 11:04 PM | Report Abuse

Friend, I know you are stupid, but don't appear to be so stupid......


kevin5059
896 posts

Posted by kevin5059 > Jun 9, 2017 12:18 PM | Report Abuse

There is not stupid or clever ppl in stock market. Only winner or loser. Sometime your so called stupid ppl gained the most from the stock market. So don act smart here, forum suppose to be a placed to share not to condemn.


desire
641 posts

Posted by desire > Jun 9, 2017 6:39 PM | Report Abuse

Why today spike to 2.14 then drop


Yippy68
1088 posts

Posted by Yippy68 > Jun 10, 2017 11:05 PM | Report Abuse

kevin5059, well said.


calvintaneng
31083 posts

Posted by calvintaneng > Jun 13, 2017 10:48 PM | Report Abuse

CONGRATULATIONS! CONGRATULATIONS!!

TO ALL HOLDING A WORLD CHAMPION HOME GROWN MALAYSIAN STOCK

YOU ALL WILL SURE KAYA LEOW!!

HOLD TIGHT ALL YOUR CBIP SHARES

FOR MULTI YEAR

MULTI DECADE

MULTI CENTURY UPSIDE

HIP HIP HOORAY!!!

See

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/125323.jsp


Casa1188
20 posts

Posted by Casa1188 > Jun 14, 2017 6:04 PM | Report Abuse

Calvin sifu, I'm newbie, what is the good entry point for CBIP?


calvintaneng
31083 posts

Posted by calvintaneng > Jun 14, 2017 9:30 PM | Report Abuse

Casa1188

Company Share buy back is as high as Rm2.12 and above.

So I think anything Rm2.10 and below just accumulate.

Don't buy all at one go.

Prepare to average down in days of market weakness.

Good luck


Casa1188
20 posts

Posted by Casa1188 > Jun 16, 2017 9:54 AM | Report Abuse

Thanks, Calvin sifu


Alex™
11961 posts

Posted by Alex™ > Jun 17, 2017 10:23 AM | Report Abuse

calvin, can i know how you calculate share float? i count top 30 shareholders only possess <70% of shares.


calvintaneng
31083 posts

Posted by calvintaneng > Jun 17, 2017 11:00 PM | Report Abuse

Alex calvin, can i know how you calculate share float? i count top 30 shareholders only possess <70% of shares.
17/06/2017 10:38

As of now according to Annual Report of 2016

Top 30 shareholders owned 62.72% OF CBIP Shares

So there is a FREE FLOAT of 37.28% SHARES OF CBIP LEFT FOR ALL TO BUY.


Davidl
945 posts

Posted by Davidl > Jun 18, 2017 12:31 PM | Report Abuse

Time to accumulate now


necro
4623 posts

Posted by necro > Jun 18, 2017 1:39 PM | Report Abuse

necro had sold PPHB,MIKROMB,LUXCHEM,CYPARK

now necro eyeing this gem...hurmmm a bull baby come maybe


Alex™
11961 posts

Posted by Alex™ > Jun 18, 2017 1:45 PM | Report Abuse

@calvin tq


Alex™
11961 posts

Posted by Alex™ > Jun 18, 2017 1:46 PM | Report Abuse

insider keep sapu their own shares. you know what it means.


Yippy68
1088 posts

Posted by Yippy68 > Jun 18, 2017 3:04 PM | Report Abuse

calvin, some people say if you talk a lot about that counter, that counter will fall, i trusted you ,and i followed you and invested 1 million in cbip, do me a small favour, may be just stop in this forum a short period and prove to them, if cbip up, they are right , if not , then they must shut up..


Patron
970 posts

Posted by Patron > Jun 18, 2017 3:37 PM | Report Abuse

Calling Calvin sifu ... You must be very new here.


chkhooju
643 posts

Posted by chkhooju > Jun 18, 2017 5:13 PM | Report Abuse

Aiyoo! Calvin seems to have followers too uh........ Perhaps these people do not know how sad it is if one's money is trapped for months.


i3gambler
293 posts

Posted by i3gambler > Jun 18, 2017 5:54 PM | Report Abuse

The major contribution to future earning of CBIP will be from the plantation in Indonesia, they have 32000 ha land in Indonesia, 9717 ha was already planted as at 31st March 2017. Last year they planted 2039 ha, and the 1st quarter this year they have planted 318 ha, again I believe they will achieve their target of 2000 ha per year.

Is planting 2000 ha per year very aggressive? I think so.

Make comparison with another plantation company that still have a lot of land in Indonesia, GENP has planted only 1649 ha last year.

If we take into consideration the size of the company.
For GENP, 1649 ha / 8850 million market cap, that is 0.19 ha/million market cap.
For CBIP, 2039 ha / 1100 million market cap, that is 1.85 ha/million market cap.

May be there is also other company that is very aggressive in planting which I do not know, please highlight.

So, CBIP will be busy planting 2000 ha per year for the next 10 years, no problem on future earning growth.


Yippy68
1088 posts

Posted by Yippy68 > Jun 18, 2017 9:35 PM | Report Abuse

haha, very interesting....


Alex™
11961 posts

Posted by Alex™ > Jun 18, 2017 9:47 PM | Report Abuse

@i3gambler

where do you get the info?


Yippy68
1088 posts

Posted by Yippy68 > Jun 18, 2017 10:12 PM | Report Abuse

shall we just put Calvin to a side.year 2012, he was not with us, you may recall May 2012, a special bonus of 30 sen was paid as a result of land sold in Sarawak. Then, on the 09/04/14, cbip price surge to 4.75 were i sold off my 300 lots making a clean profit of 800k, return to cbip again 2016 till now, so, neither i am new, nor i am his follower, i just like him not to talk too much about this counter as one day, let the market decide by herself, cbip will shine again, because , without Calvin telling us, you and me know, cbip is a good counter, trust me.


明天会更好
150 posts

Posted by 明天会更好 > Jun 19, 2017 1:12 AM | Report Abuse

有人很落力推销这间公司,嗯。。。。。


i3gambler
293 posts

Posted by i3gambler > Jun 19, 2017 9:23 AM | Report Abuse

@Alex,

Their annual reports and also the company website.

http://www.cbip.com.my/main/index.php/investor-relations/investor-presentation


i3gambler
293 posts

Posted by i3gambler > Jun 19, 2017 10:20 AM | Report Abuse

look things from another angle.

The current prices:
CBIP=2.11,
CBIP-WA=0.40, assume this 0.40 is not due to people goreng, or else meaningless, no need to read further my following writing.

Find the volatility of CBIP from the past 90 trading days, it was 16%, then assume CBIP's volatility will remain the same in future.

Get or use any option calculator available online (For me, I have made my own calculator using spreadsheet), key in all the input required:

1) Exercise price: 2.40
2) Volatility: 16%
3) Maturity: 06.11.2019
4) Interest: Trial and Error until the calculator show CBIP-WA's fair value is 0.40.

I get the Interest=17%.

In the calculation of fair value, the "Interest" is actually the predicted future return (price + dividend) for the underlying. In this case, meaning the market expect or predict CBIP would probably give 17% return per year to its shareholders.

What can we do with this out put of the calculation:

1) If we think the market prediction may not be right, the return for CBIP is not likely to give that high of 17%, but probably will still give reasonable good return, then buy CBIP.

2) If we think CBIP most probably could give more than 17% return per year, then buy CBIP-WA.

3) If we think CBIP will not give satisfactory return in future, then forget about both CBIP and CBIP-WA.


Sebastian Power
3114 posts

Posted by Sebastian Power > Jun 19, 2017 12:10 PM | Report Abuse

the share price still lower than after bonus issue on 2014


Sebastian Power
3114 posts

Posted by Sebastian Power > Jun 19, 2017 12:17 PM | Report Abuse

Calvin, do you feel weird why CBIP cannot tracker IOI and Genting Plantation market? Do you know who provide Sterilisation service to both giant plantation company??


liliz
15 posts

Posted by liliz > Jun 21, 2017 10:12 AM | Report Abuse

These few days always closed at 2.09


abang_misai
1142 posts

Posted by abang_misai > Jun 21, 2017 10:12 AM | Report Abuse

Time will tell


allanchong1988
146 posts

Posted by allanchong1988 > Jun 21, 2017 11:42 AM | Report Abuse

Invest need very much of patience. LOL


liliz
15 posts

Posted by liliz > Jun 21, 2017 3:50 PM | Report Abuse

just when I said it always closed at 2.09 LOL! what's with the market? bcz of DOJ & IMDB?


Multibagger
98 posts

Posted by Multibagger > Jun 21, 2017 8:35 PM | Report Abuse

Hi Sebastian, can you please enlighten on "Do you know who provide Sterilisation service to both giant plantation company??" .


moven00
375 posts

Posted by moven00 > Jun 26, 2017 5:39 PM |

Post removed. Why?


wsngsj
27 posts

Posted by wsngsj > Jun 29, 2017 2:58 PM | Report Abuse

this counter boring , hard to trade


Yippy68
1088 posts

Posted by Yippy68 > Jul 4, 2017 1:12 AM | Report Abuse

2.01...a very attractive price to enter...it dropped so much for a good chance to collect, , my be calvin has abandoned this ship.


calvintaneng
31083 posts

Posted by calvintaneng > Aug 7, 2017 11:23 AM | Report Abuse

GREAT!

CPO NOW ABOVE RM2,600 A TONNE IS GIVING MORE THAN 50% GROSS PROFIT

And Prices Will Sustain Due to Rival Soy oil being impacted by ongoing US Drought

See

http://www.motherjones.com/environment/2017/08/climatedesk-forget-flash-floods-flash-droughts-are-even-more-terrifying/


joetay
3837 posts

Posted by joetay > Aug 7, 2017 12:49 PM | Report Abuse

@calvintaneng,

what rubbish r u talking abt having 50% gross profit and drought in us???

cpo production cost in west malaysia now is ard rm2.0-2.2k/ton while east malaysia is at rm1.9-2k/ton, thus only giving gross profit of less than 25% depending on the operational efficiency.

and there r no reports of lower projected usda soybean productions from mid-west growing areas of the us or serious dry weather conditions in illinois or major soybean growing areas.

only wheat growing areas like montana and dakotas having serious droughts.

so stop bs and give false info.


calvintaneng
31083 posts

Posted by calvintaneng > Aug 7, 2017 12:52 PM | Report Abuse

Posted by joetay > Aug 7, 2017 12:49 PM | Report Abuse

@calvintaneng,

what rubbish r u talking abt having 50% gross profit and drought in us???

cpo production cost in west malaysia now is ard rm2.0-2.2k/ton while east malaysia is at rm1.9-2k/ton, thus only giving gross profit of less than 25% depending on the operational efficiency.

and there r no reports of lower projected usda soybean productions from mid-west growing areas of the us or serious dry weather conditions in illinois or major soybean growing areas.

only wheat growing areas like montana and dakotas having serious droughts.

so stop bs and give false info.


Yes ah?

Then see our friend's comments

Posted by chongyo > Aug 6, 2017 08:18 AM | Report Abuse

My job for 30 years is closed linked to palm oil. CPO hovering at RM2,500-RM2,600 throughout 2017 coupled with strong yield recovery this year will see plantations laughing to the bank. Production cost is as low as RM1,300 for the efficient and bigger plantation and RM1,500 for the smaller players. What business give almost 50% Gross Margin ??
Even CPO at RM2,000 , no pure plantation company will NOT loss money.
So , buy pure plantation company like SOP which is grossly undervalued !

Notice our friend chongyo's words

My job for 30 years is closed linked to palm oil.

What business give almost 50% Gross Margin ??

Chongyo has 30 years experience in palm oil. And he stated that Palm oil current gross margin is 50%. This is better than most construction stocks or property stocks

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