SEE_Research

The Trilogy of Fast and Furious Mode / Part 2

SEE_Research
Publish date: Wed, 04 Jan 2023, 06:46 AM
Predicting KLSE market uptrends

Malaysia

is well blessed with

2 landmarks resources __ one is from the ground and the sea __ this is the natural resources of the

black *** gold *** .

The other is from the land in which we first started cultivation of rubber in 1877 subsequently in 1985 / 1986 __ the country progressively changed to oil palm estates .

Rubber Cultivation

Development of the rubber industry in Malaysia

A tourist attraction in Kuala Kangsar, Perak, located near the District Office, is believed to be the first rubber tree planted in Malaysia, in 1877.

It was one of the nine seedlings brought over by Henry Nicholas Ridley, who became director of The Singapore Botanic Gardens in 1888.

Ridley was instrumental in the development of rubber plantations in Malaysia, then known as Malaya.

According to the website of Economic History of Malaya (EHM), a project run by the Asia-Europe Institute of Universiti Malaya and led by Perak ruler Sultan Nazrin Shah, natural rubber was a critical pillar of Malaysia’s export-oriented economy throughout much of the 20th century.

“The massive boom in rubber trade came in the first decade of the 20th century as prices rose as a result of the spectacular upsurge in demand from the US automobile industry and the related demand for rubber tyres.

“As global demand for natural rubber increased and rubber prices rose sharply towards the end of the first decade of the 20th century, rubber planting became highly profitable and rubber plantations spread across the Malay Peninsula. Initially, most rubber planting took place in Perak, Selangor, Negeri Sembilan and Johor — states where infrastructure already existed and was expanding,” says EHM.

It adds that high prices also encouraged smallholders to plant rubber instead of cultivating rice and doing other subsistence farming.

“By the 1930s, Malaya had become the world’s largest natural rubber producer. The use of an improved method of tapping to extract the maximum flow of latex with the minimum damage to trees helped increase supply,” says EHM.

According to EHM, apart from the period under Japanese rule, Malaya’s share of the world’s supply of rubber did not fall below 30% until the late 1980s.

/////////////////////////////////////////////////////

History

British Malaya

Palm oil trees were introduced to British Malaya by the British government in early 1870s as ornament plants from Eastern Region and The Oil River Protectorate, Nigeria, West Africa. The first commercial palm oil cultivation was done in Selangor in 1917 at Tennamaran Estate. In the early stage of development, the government focused on increasing its palm oil output by rapidly increasing the land area for the palm oil cultivation.

Malaysia

In the early 1960s, palm oil cultivation increased significantly under the government diversification program to reduce Malaysia's dependency on rubber and tin.[5] The FELDA land settlement schemes were introduced surrounding most of the palm oil plantation fields to eradicate poverty among the local people. In the same period, Malaysia also became the world's largest palm oil exporter. In the 1980s, the government nationalized three major palm oil companies, which were Guthrie, Golden Hope and Sime Darby.[6]

Around in 1985

Meanwhile, the large plantation companies themselves--outfits like Guthries, Harrison & Crosfield and Sime Darby--are abandoning rubber in favor of oil palms, a crop that delivers a quicker and, for now, better return on their money

A drive through the Malaysian countryside shows the change well under way. The rubber groves that used to march across the rolling hills are coming down, replaced with squat legions of new oil palms.

In the natural rubber business, there is no product for seven years after the decision has been made to plant: one year for soil preparation and another six years before the trees are ready to bear the natural latex. That’s a long time to tie up money for an uncertain price.

Oil palms begin producing in three years. The palm produces “fruitlets” that are crushed to yield an oil for cooking and other uses.

“I have 500 workers here now,” the plantation’s manager said. “I’ll need half that many when we make the changeover to oil palms.”

Rubber trees are tapped every other day for maximum yield. It’s a job that takes a fine touch, handed down through families that have been on the plantations here for generations.

“An oil palm worker, on the other hand, just needs brute strength,” the plantation boss said.

In a mature palm grove, the worker moves through the trees looking for bunches of fruitlets high among the fronds. Then he hacks or saw them down with a scythe-like knife attached to a long pole. The fruit is gathered from the ground and taken to a crusher to be made into oil.

The rubber tapper’s job requires finesse, not force. A diagonal cut is made through the bark of the tree, taking a thin peel from the edge of bark exposed by the previous cut. A thick peel is a waste, for it takes very little to start the latex running. Too deep a cut, into the wood of the tree itself, will scar the surface and make a second tap more difficult once the bark grows back.

The tapping is done in the morning. At midday the latex that has run into a small cup below the cut is taken to the plantation factory for processing. In the afternoon, the work force turns to maintenance tasks around the plantation.

“There have been efforts to mechanize rubber tapping,” the company official said. “The Japanese came up with a motorized knife, but it’s not as dependable.”

Whatever the economics from the planters’ point of view, plantation rubber producers were already facing problems with their work force.

Caught up in the rising expectations of other Malaysians, the plantation workers were steadily drifting into the cities in search of a better life.

“We may have to start looking for immigrant labor, perhaps Bangladeshis,” the plantation manager said.

Most Malaysian plantation tappers are Tamils with roots in southern India, brought here by British colonial planters as indentured laborers early in the century. The majority of smallholders are ethnic Malays.

The smallholders, private landowners, generally have unproductive trees and make a meager income from rubber. A plantation worker averages close to the nation’s per-capita income of $2,000 U.S. a year, and the planter provides housing, medical care and day-care facilities. He also gives the worker a bit of land for planting vegetables for his own use or for sale.

A national rubber workers union has pushed wages up, but not enough to dim the city lights.

“I don’t want to be a tapper,” said Saravalain, a 14-year-old Tamil boy who was gathering latex from the trees for his worker-parents during a break from school. “I want to be a lawyer.”

//////////////////////////////////////////////////////

Malaysia progress in rubber industry and subsequently followed by oil palm estates .

In Malaysia not only we are the top exporters in the world __ we are placed second palm oil exporter by ranking in terms of volume exporter truly lies in her good hard-working sons and the entrepreneur spirit of the forefathers namely

K L Kepong/ 2445

IOI Plantation/ 1961

Batu Kawan/ 1899

Chin Teck/ 1929 and

the East Malaysian brothers of

J tiasa / 4383

Ta ann / 5012

Hap Seng / 3034 __ a cousin of the plantation business

And not forgetting the evergreen spirit of the old faithful ___

Robert Kuok of Wilmar & PPB / 4065

In Malaysia __ not only we have the well known oil palm estates from West Malaysia to East Malaysia __

we too have many outstanding contribution of agricultural analysts __ including the more famed plantation renowned analyst of plantation stocks in KLSE __ Miss Ivy Ng

Miss Ivy Ng ----- background

Ivy Ng

is currently the Head of Malaysia Research and Regional Head of Agribusiness in CGS-CIMB.

She is a CFA charterholder and holds a BSc in Economics from the London School of Economics.

She has been covering the palm oil sector since the mid-90s and expanded her coverage to include the regional palm oil companies since 2005.

She took on the role of Malaysian equity strategist since 2016.

She joined CIMB in 2005 and has been an investment analyst since 1994, with prior stints in Affin-UOB, Peregrine Research, Hwang-DBS Securities and GK Goh Research.

Ivy was ranked number one by Asiamoney polls

as the best Malaysian strategist from 2017 to 2020,

best Malaysian industrial analyst for five consecutive years from 2014 to 2018,

best Malaysian utilities analyst in 2007 and 2008 and

best Malaysian plantation analyst from 2019-2020.

CGS CIMB Securities Singapore

21 February 2021 ·

Guess who is Asiamoney Brokers Poll 2020 - Best Strategist for Malaysia? None other than CGS-CIMB’s Ivy Ng!

Not only did she nab the prestigious Best Strategist award,

she is also named

Best Analyst for the plantation sector.

Truly honored to have an exceptional talent like Ivy.

Congratulations!

//////////////////////////////////////////////////////

Calvin taneng is also another great analyst on the

SUPER DUPER

BULL RUN OF PLANTATION STOCKS IN KLSE __ A CENTURY SUPER BULL RUN

BUT THIS SO CALLED SUPER DUPER BULL RUN OF PLANTATION STOCKS IN KLSE NEVER HAPPEN IN KLSE FROM

JANUARY 2021 TO DECEMBER 2022 __ FOR 2 LONG AGONIZING YEARS

EVEN WITH HIS CONSTANT ISSUANCE OF BLOG POSTS OUT IN I3 BLOG HEADLINES PIVOTED ON THE SUPER BULL RUN OF PLANTATION THEME

More so with his continuously blog posts in i3 Blog Headlines

For totally not less than the unusual huge number of

343 new blogs for the years of

343 new blogs for the years of

343 new blogs for the years of

2021 ; 2022 .

Surprisingly ___ Miss Ivy Ng of the famed plantation renowned analyst may or seem to forgotten to issue a simple write up on such theme __

SUPER BULL RUN OF PLANTATION STOCKS.

Further information on the analysis of the 15 plantation stocks in KLSE tanked after the corresponding financial quarters ___ from January 2022 to December 2022

Are listed to acknowledge whether the perceived

*** SUPER DUPER

BULL RUN OF PLANTATION STOCKS IN KLSE __ A CENTURY TAKEN PLACE OR NOT ***

Remarks

Pls view carefully on the closing of

15 September versus 29 September 2022

And the year final closing of

5.00 pm. 30 December 2022 / Friday

All are making low __ and low , new low

Except for a few

A. ( i ) For the 14 stocks are / 15 September 2022 / 29 September 2022 / the prices are trading on its low bends of this year low ,

( ii )the peak prices were created on

25, 26 ,27 ,28 ,29 April 2022 ( 5 days )

( iii ) after 5 May 2022 / it was the beginning of the plantation stocks showing the 1 st day of its downtrend __ in its technical charts and analysis , even with the

CURRENT FINANCIAL QUARTERS REPORTS / GOOD FINANCIAL QUARTERS REPORTS THAT ARE ANNOUNCED IN END AUGUST 2022 , INSTEAD THE PRICES / SUPPOSED WILL GO UP AS BOASTFUL SANG BY THE BIG BLOWER OF KLSE

BUT TANKED DOWN BADLY ,

THIS IS A CLEAR TECHNICAL SIGN OF ITS DOWNTREND with its bearish trend AND BY THE END YEAR 2022 , ANOTHER FINANCIAL QUARTER REPORT WILL REFLECT ON ITS BEARISH SHARE PRICES OF THE

14 NAMED STOCKS AS PER BELOW :

Not enough on the peak prices of the plantation stocks ,

he croaked loudly with his dirty mouth like the slick and slimy frog to buy on the peak prices of

25, 26 ,27 , 28, 29 April 2022 /

instead of exit / the prices of 42 stocks ______

41 + 1 stocks are now / trading at its low band

and he managed to k on his misled to be caged up in their respective broken __ rundown penthouses of 10.

Plantation Stocks in KLSE / a cross section of 14 stocks that are well traded in KLSE Technical Analysis as closing at

19 September 2022 / ; 29 September 2022. / 30 December 2022

Official data from KLSE EXCHANGE

For this year from January 2022

to current / 19 September 2022 / 29 September 2022 / 30 December 2022

With low / high / closed in RM

1. B Plant / 5254 / 0.565 / 1.25 /0.68 /0.615 / 0.645

2. Cepat / 8982 / 0.625 / 1.27 / 0.68 / 0.615 / 0.73

3. FGV / 5222 / 1.32 / 2.12 / 1.46/ 1.42/ 1.32

4. Gen P /2291 / 6.29 /9.63 / 6.33/5.65 / 6.40

The better one is Gen P

5. H S Plant / 5138 / 1.81 / 3.50 / 2.35/1.94 / 1.94

6. Inno /6262 / 1.08 / 2.20 /1.40/1.34/

1.59

7. IOI / 1961 / 3.57 / 4.76 / 3.95/3.78/

4.05

8. J Tiasa / 4383 / 0.57 / 1.25 / 0.59/0.475 / 0.64

9. K M Loong / 5027 / 1.47 / 2.23 / 1.70/1.70 / 1.86

10. NSOP /2038 / 3.05 / 4.04 / 3.50/3.69 / 3.50

11. R Sawit / 5113 / 0.145 / 0.30 / 0.145/0.13 / 0.165

12. S W K Plant /5135 / 1.99 / 3.38 / 2.03/1.94 / 2.11

13. Ta ann / 5012 / 2.83 / 6.75 / 3.62/3.20 / 3.78

14. TDM / 2054 / 0.18 / 0.33 /

0 .185/0.175 / 0.19

$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$

15. TSH / 9059 / 0.92/ 1.89 / 0.985 / 0.925 / 1.07

T S H / T ong S ampah H angus is

T he S hittin _ H orse is GONE

??????????????????????????????????????

No more RM 2.00 __ very soon will

reach by 267 days __ also cannot reach RM 2.00

so kaw , kaw , kaw teruk

reach by 267 days __ also cannot reach RM 2.00

so kaw , kaw , kaw teruk

reach by 267 days __ also cannot reach RM 2.00

so kaw , kaw , kaw teruk

??????????????????????????????????????

Conclusion

1. Will you take the correct perspective from the famed plantation renowned analyst __ Miss Ivy Ng or

the blogger out of Malaysia soil __

Sir Sifu Master __ but not recognised plantation stocks analyst in KLSE

with his continuously blog posts in i3 Blog Headlines of not less

343 number

343 number

343 number

to lure you __. the newbies and uninitiated investors to exchange some musical chairs of the 10 plantation stocks in KLSE __ he heavily promoted with the singular theme __

*** SUPER DUPER

BULL RUN OF PLANTATION STOCKS IN KLSE __

A CENTURY ONLY SATU KALI ***

For 2 agonizing years from January 2021 to December 2022 ___ but never happen __ still promoting vigorously for

what main interest and

primary intention __

you decide ?

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Discussions
Be the first to like this. Showing 5 of 5 comments

calvintaneng

On 5th May 2021

Calvin posted this

IJMPLANT (2216) Rm1.86 Versus HARTALEGA GLOVE (5186) Rm9.98 COMPARE & CONTRAST THEIR PROSPECTS, Calvin Tan

Research


Ijmplant was raken private at Rm3.10 (Up 66%)

While Hartalega today is Rm1,68 (Down 84% from Rm9.98)

See

https://klse.i3investor.com/web/stock/overview/5168

If someone had sold Harta at Rm9.98 Bought Ijmplant at Rm1.86)

He would have saved from 84% losses & gained 66% for a total gain of 150%

2023-01-05 22:25

calvintaneng

Post removed.Why?

2023-01-05 22:26

calvintaneng

Cpo was Rm2200 in year 2019
cost of cpo production then was Rm1400 per ton

profit of Rm800 just enough to cover bank loans and staff salaries

today Cpo has gone up to Rm4100 and cost Rm2000

so the profit margin also increased to Rm2100

lots of extra left as no need to do anything just by Cpo price surge

these extra free cash flow (Fcf)

can be used to

1. pay down all bank loans
2. give out high dividends from 10% to 20% like Bplant, inno, hs plant , Taann, Tsh resources or Fgv

2023-01-06 14:25

SEE_Research

Post removed.Why?

2023-01-08 18:45

calvintaneng

Happy New Year 2023

Everyone enjoyed 4 nice holidays

Except the one God gave him no peace spamming ang spamming wasted all his precious time

See

https://sgx.i3investor.com/blogs/Jbhouseforsale/2022-06-26-story-h49563256-TO_CATCH_A_SNAKE_CALLED_SEE_RESEARCH_SNAKE_MASQUERADING_AS_EAGLE_PSAi3ale.jsp

2023-01-24 21:39

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