Koon Yew Yin's Blog

Why all plantation companies will continue to report more profit - Koon Yew Yin

Koon Yew Yin
Publish date: Wed, 20 Nov 2024, 11:56 AM
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

Koon Yew Yin, 20th Nov 2024

Indonesia plans to implement biodiesel with a mandatory 40% blend of palm oil-based fuel from Jan. 1 next year, a senior energy ministry official said recently, lifting prices of the vegetable oil to a more than two-week high.

Indonesia currently uses B35, which has a 35% blend of palm oil-based biodiesel, and the government had previously said it would increase the blend to 40% next year.

When implemented, the B40 mandate could increase biodiesel consumption to up to 16 MM kilolitres (kl) next year from a forecast of 13 MMkl this year, the energy ministry has estimated.

B40 will boost Indonesia's palm oil use for biodiesel to 13.9 metric MMt, from the estimated 11 MMt needed this year with B35, Indonesia's biofuel producers association APROBI had previously estimated.

As a result, CPO price is rising so rapidly as shown by the CPO price chart below:

MHC price chart showing up-trend below:

There are more than 10 listed plantation companies in Bursa Malaysia. After careful checking, I found MHC is the cheapest stock to buy based on PE ratio. Moreover, part of their plantation is located in Telok Intan which has potential for property development to make more profit.

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Discussions
2 people like this. Showing 13 of 13 comments

calvintaneng

Good

sell ksl buy 🌴🌴🌴

1 month ago

5354_

Subur Tiasa(KYY ex-owner) why KYY no more promote?

1 month ago

Balian de Ibelin

Plantation companies crashed today example Jayatiasa because all the infrastructure to manufacture thousands of MT of factory palm oil without palm tree are now in place, in both UK and US.

In the UK, agreements just signed with supermarkets to distribute synthetic palm oil.

Next step, Western Governments had agreed to whack organic palm oil with huge gigantic carbon taxes to support domestic factories producing synthetic palm oil. 😁👍🤜

1 month ago

speakup

first USA/Europe jealous our natural rubber, then they produce synthetic rubber
now USA/Europe jealous our palm oil, now they want produce synthetic palm oil
ni USA/Europe memang jahat! selalu benci & dengki

1 month ago

calvintaneng

no you cannot produce palm oil as the real palm oil got these

Vit A
Vit D
44% Palmic acid

so there is only an inferior product alternate to palm oil

also see how much will be the cost

in USA there are companies that sell Veg made meat which did badly
example Tatoo Chef & Beyond Meat

PALM OIL still the cheapest veg oil for a long long time to come

1 month ago

5354_

Subur Tiasa 79 sen still cheap compared to >RM 1 when KYY bought few years ago.

1 month ago

calvintaneng

Subur_Tiasa got timber and very little palm oil

Now only pure palm oil companies like Tsh, Jtiasa, Rsawit, Taann, Hs Plant will do very very well if Cpo can maintain above Rm3500 MT

Keep focus chun chun 🌴🌴

1 month ago

Mikecyc

Jtiasa hidden risk :


1.) Why Subur Tiasa and Rsawit ( under same RH group with Jtiasa ) are loss making in Timber and Plantation business?
Subur Tiasa even diversified business into pipe manufacturing n auto sector since May 2023 .😱

2.) Pulau Bruit land is identified suitable for Hybrid Rice cultivation on 2024 … announced by UKAS , in line with Sarawak government vision to support Sarawak rice demand by own cultivation ( currently 34 % ) . Even to rivalling Kedah which supply 40 % Rice demand in Malaysia

1 month ago

Mikecyc

TSH : change in Principle Officer :

2) Resignation of Principal Officer : 



A) ED Tan resigned on June 2022 



B ) Ex CFO resigned on June 2022 



C) CFO Tan whom is appointed on June resigned on 4/8/2022 ….


D) New CFO Fong resigned on 1/9/2024


E) Group MD Tan resigned on 1/9/2024

>>>> Insider only left non executive chairman to executive chairman n a 69 years old ex Chairman of Audit Committee ,
Type of change Cessation Of Office

Date of change 01 Sep 2024
Name MR YAP BOON TECK
Age 69
Gender Male
Nationality Malaysia
Designation Independent Director
Directorate Independent and Non Executive
Type of change Retirement

1 month ago

Mikecyc

Haha yes MHC 👍

During the Day plantation is dropped:

TSH : - 4.13 %

Jtiasa : - 6.35 %


👉MHC : + 0.0

Inno : - 1.13 %

Kimloong: - 1.14 %

KLK : - 1.42 %

SDG : - 2.72 %

Thplant : - 3.55 %

Rsawit: - 3.85 %

SuburTiasa : - 2.99 %

UtdPlt : - 0.07 %

JPG : - 13.79 %

FGV : - 3.28 %

HSplant : - 8.37 %

Taann : - 0.44 %

IOI Corp : - 1.23 %

SOP : - 4.92 %


1 month ago

Mabel

Haha loves these comments from SU and Calvin..

First USA/Europe jealous our natural rubber, then they produce synthetic rubber
Now USA/Europe jealous our palm oil, now they want to produce synthetic palm oil
Problem here is they cannot produce palm oil as the real palm oil got *Vit A, Vit D and 44% Palmic acid. *So there is only an inferior product alternate to palm oil*

Also see how much will be the cost?
In USA there are companies that sell Veg made meat which did badly e.g. Tatoo Chef & Beyond Meat. PALM OIL still the cheapest veg oil for a long long time to cum.

Let's break down the benefits of each ingredient in Palm Oil (Mabel Oil) for your skin as Mabel loves Palm Oil

Vitamin A
• Improves Skin Texture: Vitamin A, particularly in the form of retinoids, helps reduce the appearance of fine lines and wrinkles by stimulating collagen production.
• Reduces Hyperpigmentation: It promotes skin cell turnover, which can help improve hyperpigmentation, age spots, and sunspots.
• Treats Acne: Retinoids can help exfoliate the skin, removing dirt, oil, and dead skin cells from pores to prevent pimples.

Vitamin D
• Calms Inflammation: Vitamin D has anti-inflammatory properties that can help soothe irritated skin.
• Boosts Skin Immunity: It helps regulate the generation of keratinocytes, which are essential for maintaining the skin barrier.
• Promotes Healing: Vitamin D can aid in wound healing and improve overall skin health.

Palmitic Acid
• Moisturizes and Protects: Palmitic acid helps retain moisture in the skin and strengthens the skin barrier.
• Softens and Smooths: It acts as an emollient, helping to soften and smooth the skin.
• Cleansing Agent: Palmitic acid is also used in cleansers to help wash away dirt and oils.

Conclusion
All three ingredients have their unique benefits for the skin. Vitamin A is excellent for anti-aging and acne treatment, Vitamin D is great for calming inflammation and boosting skin immunity, and Palmitic Acid is effective for moisturizing and protecting the skin. Now Mabel understands why her skin is soooo smooth and lovely...hihihi

1 month ago

Mikecyc

Haha oredi picked MHC bet with TDM on 2020 against Mabel ….

1 month ago

Mabel

Haha Sifu Mickey...Mabel concede...you win with MHC...

Mabel attraction for TDM was due to capital gain and Mabel met my target with great profits. Thanks to Bulldog and his team. Beside TDM got Hospitals which served the purpose during Pandemic times...Hihihi

Well done!

1 month ago

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