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Overview
Financial Highlight
Headlines
Business 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.
  Up_down ESG is being misused by the certain group of people. When a sector is making good money then then market manipulators dish out ESG problems. Soon or later, every sector will be facing ESG issues. 22/05/2021 6:15 PM kinuxian Y2Y. 1Q21 79m (7mil gain on derivative), 1Q20 74m (37.9mil gain on derivative) 2nd highest quarter profit since 2011. Q2 shall be interesting. https://www.theedgemarkets.com/article/malaysias-bourse-launch-east-malaysian-palm-oil-contract-3q This is positive structural change that benefit to Sabah/Sarawak planter too. 24/05/2021 5:44 PM Gabriel Khoo this is the highest quarter ever, you have included minority interests for q32011 24/05/2021 7:32 PM kinuxian https://klse.i3investor.com/financial/QoQ/quarter/5126/30-Sep-2011_416874282.jsp 24/05/2021 7:49 PM Jonathan Keung New contract @ good for Sabah & Sarawak planters to ride on the CPO uptrend 24/05/2021 11:20 PM  calvintaneng SOP is good Revenue up profit up net assets also up price down is an opportunity 25/05/2021 9:49 AM  Mabel Minyak masak sawit sangat berkualiti, Makan rendang sehingga mejilat jari, Plantation rally sudah mari Banyak Farmer senang hati Meow Meow Meow 25/05/2021 10:38 PM Johnzhang No hope for the dying Malaysian stock market. I am shifting to other market and other asset classes. 27/05/2021 1:07 PM Mabel Yesterday’s FCPO selling pressure again was capped within the ongoing support of MYR3,845 and the 61.8% FR level. Selling pressure appears to be moderating at aforementioned level as we expect a recovery soon. Buying interest continued to pick up over the past six days and we expect the FCPO to rebound, leading to further recovery soon. Mabel expect FCPO consolidation is about to end...Uptrend still intact... For those who decided to run, please run and take shelter at the Plantation. Come and join us at the plantation. Weather is beautiful and CPO is doing great. It's a great opportunity to feed 8 billion people across the planet. As long as CPO is trading above RM 3,000 we can expect windfall profits for the coming quarter.. Currently CPO prices is at its best.. Meow 02/06/2021 11:06 PM kinuxian Datuk Amar Haji Ahmad Tarmizi Bin Haji Sulaiman, Setiausaha Kewangan Negeri Sarawak resigned from the board... Hmmm 04/06/2021 5:51 PM kinuxian Lets see who going to replace him first. Sarawak state owned 45mil share. 2Q might bag over 100mil+ profit if cpo output maintained on y2y & no surprise hit. Company keep doing land acquisition so far. 06/06/2021 7:33 PM Gabriel Khoo Biofuel is a future. Like it or not when other edible oil is shortage due to high feed stock being cinsumed for biofuel...eventually peoples will hunt for palm oil 07/06/2021 12:48 PM Gabriel Khoo Sop stratergy to expand property segment is good provided they continue to focus on low and affordable landed lroperty 07/06/2021 12:49 PM Johnzhang In today's StarBiz,. the headline article on plantations M&A is very interesting. In there , there is valuation of plantation brownfield estate by the industry expert Mr Chandran . Mr Chandran has the credentials to speak about this subject. On the other hand,. those IB analysts who only work from computer desktop in a cosy office tell you half baked story. 14/06/2021 8:38 AM kinuxian Market react to Biden potential move. His election promise was committed to clean energy and biofuel blending mandate is part of his policy. Now wait to to see if he really uturn, to please refinery workers instead farmers and environmentalist. CPO track SBO closely and CPO is react more sharply with spread over USD650 currently. Production is going peak on Q3 but labor shortage remained as key concern due to delaying incoming of migrate workers, hence output might not as good as most analysis stated. SBO rally is by and large due to biofuel strategy aside from weather and other factors. https://www.foodbusinessnews.net/articles/7-soyoil-limit-down-after-white-house-revelation 15/06/2021 1:35 PM kinuxian http://biomassmagazine.com/articles/17318/biden-announces-commitment-to-rfs See if he going to swallowed these words, or find a balance strategies. Instead of standing with those who till our land and sow our fields, we have a president who has sold out our farmers by undercutting the Renewable Fuel Standard with the granting of waivers to Big Oil,” Biden said 15/06/2021 1:42 PM Gabriel Khoo https://farmpolicynews.illinois.edu/2021/06/biden-administration-reportedly-considering-rfs-relief-for-oil-refiners/ 15/06/2021 1:54 PM kinuxian First time I see analyst with bullish view on CPO on 2H21. https://www.theedgemarkets.com/article/cpo-may-hit-rm3800-tonne-3q21-4q21-%E2%80%94-ocbc I guess profit taking on plantation stocks across the board may due to B20 delay again too. 15/06/2021 4:28 PM Gabriel Khoo https://www.theedgemarkets.com/article/india-removes-restriction-import-refined-palm-oil 01/07/2021 6:42 PM Gabriel Khoo Hoe said Sarawak Oil Palms is guiding for RM220 million in capex for FY21, which comprises new refining capacity of 800 tonnes/day (to be completed in 3Q21) and extra 300 tonnes/day for its biodiesel plant expansion (completed by end-2020), on top of the usual upstream maintenance — she revised FY20-22 earnings forecasts by 4-13%. 7 Jan 2021 RHB... 01/07/2021 10:23 PM Gabriel Khoo Upstream player cannot bull for long term...only intregrated player can sustain high earnings 01/07/2021 10:24 PM Mabel Although FCPO is trading near the critical resistance, buying interest remained elevated, thanks to external boost from Soybean Oil. A stronger market structure was observed within a smaller timeframe, and we expect FCPO to test the upper resistance level ahead. SUPPORT S1: MYR3,840 S2: MYR3,740 RESISTANCE R1: MYR4,000 R2: MYR4,155 MOMENTUM Improving buying interest TREND Re challenge the resistance Meow 14/07/2021 7:15 PM Jonathan Keung Despite the much higher CPO pricing. SOP never stirs from it's slumber.holding it for a long time still negative returns 19/07/2021 12:29 PM calvintaneng SOP UNDERVALUE https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-07-25-story-h1568786114-List_of_retail_sectors_allowed_to_open_during_MCO_3_0_By_New_Straits_Ti.jsp 25/07/2021 7:38 PM enning22 indonesia is having serious covid problem,less labors in estates , palm oil supply in critical low condition., could last for a long ,long time....palm oil price could stay above 4000 rm for some time...... 27/07/2021 3:26 PM calvintaneng GOOD NEWS FOR SOP https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-07-28-story-h1568845602-MALAYSIA_JUNE_21_EXPORT_STATISTIC_SHOWS_THAT_PALM_OIL_AT_33_3_GROWTH_HA.jsp https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-07-28-story-h1568845602-MALAYSIA_JUNE_21_EXPORT_STATISTIC_SHOWS_THAT_PALM_OIL_AT_33_3_GROWTH_HA.jsp 29/07/2021 12:03 AM Plantermen Yes. Export value for palms much higher thanks to better CPO prices. But SOP still struggling and lethargic 29/07/2021 11:42 AM  | |
