Koon Yew Yin's Blog
Plantation Companies will have better profit growth - Koon Yew Yin
Koon Yew Yin
Publish date: Fri, 20 May 2022, 12:25 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
Due to shortage of workers all plantation companies could not produce more FFB in the latest quarter ending March than previous quarter ending December.
As a result, CPO price has been going up rapidly. Another reason for the rise in CPO price is due to the export restriction of Sunflower oil from Ukraine and Russia. Ukraine and Russia are producing about 80% of the Sunflower oil in the world.
Despite the record CPO price, all plantation companies could not report higher profit due to shortage of workers. However, the situation has changed as Malaysia is re-opening of international borders on 1st April 2020 as you can see the announcement below.
MALAYSIA - RE-OPENING OF INTERNATIONAL BORDERS ON 1 APRIL 2022. we refer to the press release issued by the Ministry of Health (MOH) dated 24 March 2022 where the Government announced the reopening of Malaysia's International borders for travellers from all countries, effective 1 April 2022.
Investors must look ahead to make more money. Clever investors should take advantage to buy plantation stocks especially Subur Tiasa which has been dropping rapidly as shown on the price chart below.
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Discussions
Be the first to like this. Showing 11 of 11 comments
KYY, for goodness sake, the lower qoq production and profit is NOT due to labour shortage. It is the seasonality factor! Q1 coincide with low crop period ! It’s the same every year . Don’t misled your reader . Just compare yoy!
2022-05-20 16:27
Ukraine-Russia war might be ended soon? I guess everyone would like to hear the good news so that the world will be much peaceful again but have you check with Mr Biden and Mr Putin or not?
2022-05-20 17:11
Dear Mr Koon Yew Yin,
There is another sector that saw a huge price increase in recent memory - gloves. Clever superinvestors will realise that what goes up quickly, will crash even quicker and will drop to levels that were lower than before, but when you are already at the bottom like Genting (3182) the only way is up. That is the inevitable truth of all markets since time immemorial
Sincerely,
emsvsi
2022-05-21 20:44
Genting lowest was RM3 during pandemic peak. What price is Genting now?
In the midst of GE16 election campaigns let's see Genting will be up or all the way down.
2022-05-21 20:59
YES GLOVE LOVER STARTOFTHEBULL ALL YOU NEED TO DO IS GO BACK TO THE LAST GE AND SEE IF GENTING WENT UP OR DOWN YOU BIRD BRAINED GLOVER
2022-05-21 21:03
emsvsi YES GLOVE LOVER STARTOFTHEBULL ALL YOU NEED TO DO IS GO BACK TO THE LAST GE AN...
---------------------------------
Big head logo are you living in the past?
2022-05-21 21:12
At least l have stayed out from gloves long ago unlike a big head logo staying with Genting for years.
2022-05-21 21:16
Already superbull....talkkook no point mah!
The best time to invest in a good stock...is when it undergoes a temporary setback like UTDplant mah!
It is time to pick Utdplant mah!
Raider ask use lah!...Which plantation co can pays dividend of Rm 1.05 pa leh ?
Correctloh....very good points mah!
In fact u can still pick most of the plantations & win loh!
Posted by calvintaneng > 10 hours ago | Report Abuse
Note:
Malaysia newspapers and Investment papers should go interview all 42 listed palm oil companies and update their readers as Malaysia is world number two exporter of palm oil
in stead they shout Cpo prices going up next week. Or shout Cpo prices going to go down next week and such other useless information which are totally irrelevant to palm oil investors.
Ffb was Rm300 per ton in bleak times and now Ffb (fresh fruit bunches) have skyrocketed to Rm1500 a ton (up 500%)
so it is just nonsense to say it will drop by few ringgit this week and up a few ringgit next week
As long as Ffb is above Rm1,000 per ton all palm oil co enters Superbull!
2022-05-22 08:55
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Indonesia gonna lift the palm oil ban, the war also might be ended soon. still wanna play the plantation? smart people already took profit long ago during the surge, jump in now high chance will get stuck just like the gloves
2022-05-20 12:38