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Overview
Financial Highlight
HeadlinesBusiness Background Sarawak Oil Palms Bhd is a Malaysia based company engaged in the principal activities of investment holding, cultivation of oil palms, and operations of palm oil mills. The primary businesses of the company are oil palm plantation, milling, refining of oil palm products and trading of oil palm products. The operating segments of the group are Oil palm and Property development. Oil palm segment contributes majorly to the group’s revenue. Geographical the company operates in Malaysia and Singapore, of which key revenue is derived from Malaysia.
  enning22 massive flooding in china,destroyed crops, as the result ,they should import more palm oil and related products.,orders should come by one or next two months time. 23/07/2020 2:52 PM enning22 cpo up like crazy, today up 40 rm ,reaching ,2790 /ton,and still going strong. 23/07/2020 3:11 PM kinuxian I usually refer to fcpo 3 months ahead as reference. Probably retest 3.8 in coming days and wait for re-rating after their QR result. 23/07/2020 3:46 PM ryan_och Feb CRUDE PALM OIL 26,036 March CRUDE PALM OIL 29,374 Apr CRUDE PALM OIL 31,281 May CRUDE PALM OIL 32,889 June CRUDE PALM OIL 33,897 23/07/2020 3:55 PM enning22 https://klse.i3investor.com/blogs/savemalaysia/2020-07-22-story-h1510689692-Palm_oil_industry_may_see_full_recovery_in_4Q20_if_pandemic_manageable_.jsp 24/07/2020 9:51 AM kinuxian Continuous FCPO shown a gap up this morning and fall slightly at 2722. The longer it lingering above 2.6K, the Q3 result will be more encouraging. Many big boy are estimating ~ 2.2 - 2.4 in their price modeling. Rerating will be kicked in if CPO price can be sustained. 24/07/2020 11:44 AM kinuxian https://www.theedgemarkets.com/article/palm-oil-price-rally-not-sustainable-analysts-fry-mistry 24/07/2020 1:10 PM skyea https://www.theedgemarkets.com/article/indonesias-palm-oil-reserves-seen-slumping-16month-low 24/07/2020 2:35 PM enning22 these analysts talked about the price of CPO,, should not chase up too high, currently 2800rm , or higher that may not last , that is reasonable, 2500--2600 , be more reasonable, at these price , plantation houses, still fetched good profit, as the prodiction cost ranged between 1800-2000. 24/07/2020 2:43 PM skyea JAKARTA (July 23): Palm oil stockpiles in Indonesia, the world's top grower, will probably plunge to their smallest in 16 months by the end of July as production hits the lowest in more than two years after floods in major growing regions disrupted the harvest and delivery of fruit to mills. Reserves are forecast to fall more than 10% from a month earlier to three million tons, according to the median estimate from five analysts and plantation executives compiled by Bloomberg. Production will drop 8.3% to 3.54 million tons from an estimated 3.86 million tons in June, the survey showed. meanwhile, bursa announcements show SOP is able to increase production yoy. so the indon's predicament is propping up prices, while SOP mthly statistics show that it is able to increase production yoy to capture the rally in palm prices. 24/07/2020 2:50 PM Gabriel Khoo SOP production cost around 1650 per mt Based on 2600 SOP could generate 200M + 24/07/2020 4:00 PM Gabriel Khoo SOP is managing it well. SOP has now become an efficient intergrated plantation company after years of transformation and its still on going especially towards automation. Rank no 7 in term of size. Cheapest valuation in the market. 24/07/2020 4:15 PM kinuxian US-China spat affecting the market sentiment. Slim chance to close above 3.8. Those short-term trader likely take a risk off position on Friday. Let's see US-China stories goes next week, hopefully retest 3.8 again if market sentiment turn neutral or slight optimistic. 24/07/2020 4:46 PM enning22 i think ,palmoil market is experiencing a " squeeze" for oil for near team , bursa fcpo climbs up 100 rm. 24/07/2020 5:50 PM jojo85 Buy rate 62%...price not jump..insti wants to buy cheap..look at TSH perfomance today, up more than 10%. 24/07/2020 6:09 PM kinuxian https://www.theedgemarkets.com/article/rhb-investment-bank-keeps-buy-rating-sarawak-oil-palms-strong-sector-earnings 27/07/2020 11:28 AM 5354_ IBs' goreng gloves not CPO why ah? power88 Sop very soon 4.5 24/07/2020 10:35 PM gemfinder Rm6 at least 24/07/2020 11:22 PM 27/07/2020 5:34 PM kinuxian Dunno how long rainy season will continued. If prolonged, I guess it might disrupts CPO output slightly as many analysis predicted a pickup in August. 03/08/2020 11:13 AM Gabriel Khoo Malaysia's palm oil exports in July rose 5.8 per cent from June, cargo surveyor Intertek Testing Services said on Friday. 03/08/2020 5:40 PM kinuxian https://www.todayonline.com/world/vegoils-palm-oil-surges-3-higher-rival-oils-better-july-exports 04/08/2020 9:47 AM enning22 high demand for oil ,usually will begin on September, preparing for year end festive seasons. 04/08/2020 3:11 PM kinuxian Festive demand from India probably kick in by Sept too. https://www.theedgemarkets.com/article/malaysia-julyend-palm-oil-stocks-expected-hit-threeyear-low 05/08/2020 12:59 PM  | |
