Koon Yew Yin's Blog
All plantation companies will report record profit - Koon Yew Yin
Koon Yew Yin
Publish date: Mon, 14 Mar 2022, 05:24 PM
Koon Yew Yin
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An official blog in i3investor to publish sharing by Mr. Koon Yew Yin.
All materials published here are prepared by Mr. Koon Yew Yin
All materials published here are prepared by Mr. Koon Yew Yin
The price of crude palm oil (CPO) will continue to trade above RM5,000 per tonne level for the first half of 2022 amid a shortage of edible oil supply – sunflower oil – due to the Russia-Ukraine war, Malaysian Palm Oil Board (MPOB) said.
Director-general Datuk Dr Ahmad Parveez Ghulam Kadir said as there is no clear prediction on how long the conflict will last, palm oil will continue to be in demand despite its current high price.
He also said that the Russia-Ukraine war is a major factor in CPO price surging to a new record of RM8,000 per tonne last week as shown on the price chart above. CPO price was below RM 3,000 for many years before.
As a result, all plantation stocks have been shooting up in the last 2 months. Currently, all plantation stocks are subject to price corrections due to the Russian-Ukraine conflict. However, based on the record CPO price, all plantation companies will report record profit for the quarter ending March which will be announced before the end of May.
Yesterday, I posted my article namely “Putin cannot win in Ukraine invasion”.
I have invested all my money on Jaya Tiasa as you can see its price chart and plantation stocks comparison below.
|
Name |
Hectares |
Market Cap. |
MC÷Hectares |
|
Jaya Tiasa |
70,000 |
Rm 1,052 m |
Rm 15,000 |
|
MHC |
11,400 |
Rm 226 m |
Rm 19,800 |
|
Sarawak Pl |
35,000 |
Rm 784 m |
Rm 22,400 |
|
Subur |
13,00 |
Rm 362 m |
Rm 27,900 |
|
Cepatwawasa |
10,000 |
Rm 334 m |
Rm 33,400 |
|
Boustead Pl |
75,000 |
Rm 2,347 m |
Rm 31,700 |
|
SOP |
88,000 |
Rm 3,437 m |
Rm 39,000 |
|
Hap Seng |
35,000 |
Rm 2,232 |
Rm 63,000 |
Related Stocks
| Chart | Stock Name | Last | Change | Volume |
|---|
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Discussions
Be the first to like this. Showing 24 of 24 comments
Philip ( buy what you understand)
When you know a company is not honest enough to be transparent to shareholders. When you see timber lorries leaving the warehouse at midnight, when profits are never declared properly... You know that even if Jaya tiasa makes money, you will not benefit from it. Everyone in Sarawak knows this, I'm surprised kyy didn't know the history of the tiong family in sibu.
There is a reason why Jaya tiasa is so "under valued".
2022-03-14 20:48
The very well managed plantations’ realized CPO price for FY 2021 was $4,300+ and achieved very high earnings. FCPO April was about $6,900 and spot price is even higher. Don’t have to be overly worried of temporary price correction. That’s just my view .
2022-03-15 07:31
Tobby, KYY next article only Jaya Tiasa is hopeless, I should have bought those well managed plantation companies. Because by May every well managed plantation companies reported another record profit and dividend except Jaya Tiasa
2022-03-15 08:57
Jaya Tiasa is ok as it has 206,000 acres palm oil and 1.9 million acres of forest concession about 11 times Singapore land size of 180,000 acres
With both palm oil and Logs prices up Jtiasa should see better times ahead
Every one should do independent self study
2022-03-15 12:29
CPO output over EV value would hv been a better metric instead of MC/hectare as the former will reflect plantation yiekd and gearibg
2022-03-15 15:20
MAJOR PREDICTION - tomorrow morning KYY will write a blog post. "JTIASA is ridiculously undervalued"
You heard it here first
2022-03-15 16:17
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I have invested all my money on Jaya Tiasa as you can see - down 11.7% today good luck old man!
2022-03-14 17:36