In the STOCK PERFORMANCE GUIDE (Sept 2015 Edition) By Dynaquest The Recurring Words of EL NINO boosting Palm Oil Prices appeared frequently. So these words by Grand Master Champion Sifu Dr Neoh Soon Kean caught my attention.
These are Dr Neoh's words,
1)KWANTAS (price Rm1.50)
"KWANTAS's performance will be boosted by the strong El Nino which has increased CPO prices to as high as RM2,400 /MT in October 2015 in FY 14, the Group recorded EPS of 20.26 sen with average CPO price of Rm2,605 /MT. It would not be impossible for KWANTAS to reach these heights again. For the time being, we are forecasting FY 16 EPS of 16.0 sen"
2) DUTALAND (price 47 cents)
"One bright spot is the upcoming El Nino. Set to be one of the strongest on record, its imminent arrival has already boosted CPO prices as high as RM2,400 /MT in October 2015."
3) HAP SENG PLANTATIONS (price Rm2.48)
"Owing to the weakening Ringgit and expectations of El Nino affecting yield, CPO prices have climbed more than Rn2.450 per tonne recently."
Calvin comments:
As you can SEE from the words of Dr Neoh - EL NINO Will Boost Palm Oil Prices at RM2,400 to RM2,450 /MT then.
Now That CPO has even gone past RM2,700 /MT there is all the more reason to be bullish in all Oil Palm Stocks going forward.
So There Is an 80/20 chance in favour of a More Powerful Upside for All Oil Palm Stocks for Year 2016/17/18
I have therefore concluded that Oil Palm Stocks Will Be
THE INVESTMENT THEME FOR YEAR 2016/2017 & 2018
CHEERS
Regards
Calvin,
Jurong West,
Republic of Singapore
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A super powerful el dino will just kill off all the oil palm trees and bankrupt all the plantation companies. Most people are just too short sighted.
2016-03-28 10:13
Ayam Tua is too easy to get conned. All oil palm planted by Ayam Tua has lower yield.
2016-03-28 10:48
Ayam Tua, I missed you so much. You last post is 16 days ago (March 12)...
Where are you??? I miss you so much.... Ayam Tua blown away by El-Nino?..
.... pppoooooor Ayam Tua.
2016-03-28 10:49
while the palm oil price is bullish, the yield will drop tremendously, so which counter will truly benefited still yet to be seen. counter with high new mature tree ought to be in focused.
2016-03-28 12:00
Only Hapseng can buy. Kwantas and dutaland terrible due to bad management. No future for kwantas and dutaland.
2016-03-28 13:19
I normally don't agree with Calvin especially when he call buy for tmakmur. But after gathering info on palm oil grower and also palm oil mill fabricator, they expecting good results from plantation in coming month. I know one vertical sterilizer manufacturer has seen his order double. Hence, i'm buying some plantation stock.
2016-03-28 13:26
oil palm yields will not be affected immediately by the weather, if you know the science behind it. besides all op counters in bursa are aleready overpriced
2016-03-28 14:25
Funny la. Al-nino will make their production dropped by significant. How can their profit up if their production drop. Profit margin increase but production dropped significantly. The net impact only a little bit
2016-03-28 16:50
well said!
Posted by pingdan > Mar 28, 2016 04:50 PM | Report Abuse
Funny la. Al-nino will make their production dropped by significant. How can their profit up if their production drop. Profit margin increase but production dropped significantly. The net impact only a little bit
2016-03-28 16:51
Posted by dusti > Mar 28, 2016 09:32 AM | Report Abuse
Calvin. What is yr real role here?
Dusti,
I am here to recommend good stocks that will help all i3 Forumers to prosper over a long term in value investing.
I might not know everything but I will do my best to contribute what I do know for the benefits of all.
2016-03-28 18:31
Fayetan,
Yes, KM Loong is also good. I discovered today that NSOP at Rm4.08 is also a Value Buy. NSOP has Cash & Investments worth Rm2.70. So deducting Rm2.70 the Share costs only Rm1.38.
2016-03-28 18:34
Wong Heam Kiew,
If you want Dr Neoh's full comments just go to any MPH or POPULAR BOOK STORE and get a copy of STOCK PERFORMANCE GUIDE Sept 2015 Edition.
2016-03-28 18:36
Speakup,
Yes, I bought a little BPlant. BPlant has lots of Oil Palm Plantations & some Hotels & other assets which generate good rental
2016-03-28 18:38
fangyew Very Good !
28/03/2016 09:37
thevoice Thumb up.
28/03/2016 09:39
skyz finally, somebody breaking out of the norm and give due coverage to THIS YEAR theme play.
28/03/2016 09:46
Great comments! Gentlemen
Many thanks!
2016-03-28 18:39
zaqwerty A super powerful el dino will just kill off all the oil palm trees and bankrupt all the plantation companies. Most people are just too short sighted.
28/03/2016 10:13
Calvin replies:
From Wikipedia, the free encyclopedia
African oil palm
Elaeis guineensis MS 3467.jpg
African oil palm (Elaeis guineensis)
Scientific classification
Kingdom: Plantae
Family: Arecaceae
Subfamily: Arecoideae
Tribe: Cocoeae
Genus: Elaeis
Species: E. guineensis
Binomial name
Elaeis guineensis
Jacq.
Synonyms[1]
Elaeis dybowskii Hua
E. macrophylla A.Chev. (nom. inval.)
E. madagascariensis (Jum. & H.Perrier) Becc.
E. melanococca Gaertn.
E. nigrescens (A.Chev.) Prain (nom. inval.)
E. virescens (A.Chev.) Prain
Palma oleosa Mill.
Elaeis guineensis is a species of palm commonly called African oil palm or macaw-fat.[2] It is the principal source of palm oil. It is native to west and southwest Africa, specifically the area between Angola and the Gambia; the species name guineensis refers to the name for the area, Guinea, and not the modern country which now bears that name. The species is also now naturalised in Madagascar, Sri Lanka, Malaysia, Sumatra, Central America, the West Indies and several islands in the Indian and Pacific Oceans. The closely related American oil palm Elaeis oleifera and a more distantly related palm, Attalea maripa, are also used to produce palm oil.
OIL PALMS ORIGINALLY CAME FROM WEST AFRICA
IT IS A HARDY PLANT LIKE THE DESERT CACTUS PLANT.
So El Nino won't kill it. El Nino will kill off its competitors like
Soy
Sunflower
Maize,
Canola
& other oil seed plants.
So with more & more scarcity of vege oil due to El Nino & La Nina Expect CPO Prices to Surge Past Rm3,000 per tonne soon.
2016-03-28 18:45
Ayat Ayam Tua is too easy to get conned. All oil palm planted by Ayam Tua has lower yield.
28/03/2016 10:48
Ayat I wonder how much Ayam Tua's losses.
28/03/2016 10:49
Ayat Ayam Tua, I missed you so much. You last post is 16 days ago (March 12)...
Where are you??? I miss you so much.... Ayam Tua blown away by El-Nino?..
.... pppoooooor Ayam Tua.
28/03/2016 10:49
Ayam Tua the Former Captain of TUDOR SHIP plants Oil Palms?
Where is Ayam Tua the very sincere Guy?
Come back!
We all miss you.
2016-03-28 18:47
007 while the palm oil price is bullish, the yield will drop tremendously, so which counter will truly benefited still yet to be seen. counter with high new mature tree ought to be in focused.
28/03/2016 12:00
I wish I know which will turn out best.
Since I don't know as yet - best is to buy a little of every Oil Palm Stocks & SEE.
2016-03-28 18:48
Never act on a tip without doing your own homework.
This is very sound advice.
2016-03-28 18:49
Joeylee Only Hapseng (plant?)can buy. Kwantas and dutaland terrible due to bad management. No future for kwantas and dutaland.
28/03/2016 13:19
I bought a little of all 3.
Hmmm?
Let's wait and SEE then.
2016-03-28 18:50
>>>Calvin wrote:
>>>
>>>Dusti,
>>>
>>>I am here to recommend good stocks that will help all i3 Forumers to prosper >>>over a long term in value investing.
Most people,including me has lost money, ( I net lose RM 7,000+ ) because listened to Calvin. Especially KBUNAI, ARMADA and ALAM.
Unless you are the extremely lucky person who only bought SUPER, KHEESAN, JTIASA RM 1.10, and avoided all other stocks.
Other people, please confess how much money you make or you lose due to calvintanen
2016-03-28 18:51
titus I normally don't agree with Calvin especially when he call buy for tmakmur. But after gathering info on palm oil grower and also palm oil mill fabricator, they expecting good results from plantation in coming month. I know one vertical sterilizer manufacturer has seen his order double. Hence, i'm buying some plantation stock.
28/03/2016 13:26
Good,
Just buy what you are comfortable with.
The Most Important Point is This:
You MUST BUY INTO THE RIGHT TREND.
Now will be Oil Palm Counters.
2016-03-28 18:52
CUTLOST All stock EL-Nino
28/03/2016 13:47
Yes, you are correct!
All Oil Palm Stocks Will Be Powered Up by EL NINO!
2016-03-28 18:53
All have to admit, the person saying "OPEC wants OIL $80", OIL PLAY (ARMADA etc
5MP PLAy, (KBUNAI, etc
All are fallen into this deadly trap set up by 來者不善 people,
and yet he is now promoting OIL PALM
(Hey, TAANN already being push up to RM 5.00+ from RM 3.30 olready...
how to push further?
JTIASA already being play fiercely RM 1.10 > RM 1.80 > RM 1.30
JTIASA-CD TOP volume...
Buy Oil Palm?
What is Calvin Tan HIDDEN AGENDA?
AND MOST IMPORTANTLY, HOW MUCH MORE LOSSES SUFFER BY MANY OF YOU
WHO DON'T DARE TO ADMIT YOUR LOSSES
2016-03-28 18:55
haikeyila oil palm yields will not be affected immediately by the weather, if you know the science behind it. besides all op counters in bursa are aleready overpriced
28/03/2016 14:25
All oil palm counters in bursa are already overpriced?
Young Lady,
To track Palm Oil Prices for the Last 10 years I suggest you get a Copy of
STOCK PERFORMANCE GUIDE By DynaQuest at any Popular or MPH Book Store.
I think some Oil Palm counters have fallen to near all time lows
2016-03-28 18:56
pingdan Funny la. Al-nino will make their production dropped by significant. How can their profit up if their production drop. Profit margin increase but production dropped significantly. The net impact only a little bit
28/03/2016 16:50
Tom well said!
Posted by pingdan > Mar 28, 2016 04:50 PM | Report Abuse
Funny la. Al-nino will make their production dropped by significant. How can their profit up if their production drop. Profit margin increase but production dropped significantly. The net impact only a little bit
28/03/2016 16:51
To Pingdan & Tom,
It's like this.
El Nino will cause CPO production to drop by 20% to 30%.
Never mind. If price can go up by 60% to 80%.
The price gain will more than cover lower production.
Better still. If stock piles melt away - CPO will sell even faster.
2016-03-28 19:00
What is the HIDDEN AGENDA of AYAM TUA? already dumped all his HEXZA & JTIASA s ?
2016-03-28 19:02
JTIASA. NEED TO LOOK AT THE MONTHLY OUTPUT N HARVEST YIELD FIGURES REPORTED.SEE FOR YOURSELF. JUST BE CAUTIOUS N BE PRUDENT
2016-03-28 19:02
VIDS >>>Calvin wrote:
>>>
>>>Dusti,
>>>
>>>I am here to recommend good stocks that will help all i3 Forumers to prosper >>>over a long term in value investing.
Most people,including me has lost money, ( I net lose RM 7,000+ ) because listened to Calvin. Especially KBUNAI, ARMADA and ALAM.
Unless you are the extremely lucky person who only bought SUPER, KHEESAN, JTIASA RM 1.10, and avoided all other stocks.
Other people, please confess how much money you make or you lose due to calvintanen
28/03/2016 18:51
Calvin comments:
VIDS,
You got me there!
I lost in Armada & Alam not Kbunai. You SEE, I am not 100% correct all the time.
But why didn't you follow all my calls closely
If you have bought
Pm Corp at 15 cents on Sept 20, 2013.
Today at 28 cents you would still make 86.6%
Jaks at 39 cents on 15 to 17 December 2014 (Go check up in Jaks Tread)
Jaks jumped to Rm1,20 (Up 200%)
Super Enterprize, Pohuat both garnered 200%
My EG & Supermax & Ajiya all grossed 100%
So please check VERY VERY CAREFULLY ALL MY POSTS, OK?
2016-03-28 19:09
Posted by darrenliew > Mar 28, 2016 07:02 PM | Report Abuse
JTIASA. NEED TO LOOK AT THE MONTHLY OUTPUT N HARVEST YIELD FIGURES REPORTED.SEE FOR YOURSELF. JUST BE CAUTIOUS N BE PRUDENT
Good,
Darren,
You are careful with your money.
Now go and study all Oil Palm counters & tell us which one is good.
See,
Speakup highlighted BPlant.
2016-03-28 19:16
3iii Never act on a tip without doing your own homework.
This is very sound advice.
28/03/2016 18:49
You are correct!
Everyone must do his homework. Investigate, then invest.
3iii should spend more time in positive contribution.
See, even Paperplane @ Steven Yong is now doing a great job
2016-03-28 19:19
JTIASA. SOME VIEWS THAT CPO PRICES MAY GO UP.BUT THE OUTPUTS N YIELDS WILL ALSO DECLINE. HENCE PROFITS MAY NOT RISE.FOR JTIASA ITS CPO OUTPUTS AS REPORTED VIA ITS MONTHLY REPORTS TO BURSA WERE ALREADY DECLINING QUITE SIGNIFICANTLY EVEN BEFORE EL NINO.(correct me if i am wrong but i did studied their monthly announcements). I THINK THEIR HARVESTING WERE HAMPERED BY MANPOWER SHORTAGES RESULTING IN MANY PALM OIL TREES NOT HARVESTED.
(disclaimer. my views here are only meant for info sharing. they are NOT calls to buy or sell Jtiasa shares)
2016-03-28 19:40
Calvin. Rsawit at the lowest 0.6. Has a potential reaching 1.20 next year. Better to buy than kwantas and dutaland. Kwantas and dutaland no hope. Koon Yew Yin targetted on Rsawit once.
2016-03-28 19:45
Posted by darrenliew > Mar 28, 2016 07:40 PM | Report Abuse
JTIASA. SOME VIEWS THAT CPO PRICES MAY GO UP.BUT THE OUTPUTS N YIELDS WILL ALSO DECLINE. HENCE PROFITS MAY NOT RISE.FOR JTIASA ITS CPO OUTPUTS AS REPORTED VIA ITS MONTHLY REPORTS TO BURSA WERE ALREADY DECLINING QUITE SIGNIFICANTLY EVEN BEFORE EL NINO.(correct me if i am wrong but i did studied their monthly announcements). I THINK THEIR HARVESTING WERE HAMPERED BY MANPOWER SHORTAGES RESULTING IN MANY PALM OIL TREES NOT HARVESTED.
(disclaimer. my views here are only meant for info sharing. they are NOT calls to buy or sell Jtiasa shares)
Calvin replies,
Never mind if you are not comfortable with JTiasa
Try these:
1) BPlant
2) TH Plant
3) HS Plant
4) Sepatwawasan
5) MHC Plant
6) NSOP
7) SWKPlant
8) Dutaland
9) MKT (got 45,000 acres) MKH has good management.
10) KWANTAS
11) Others to be added....
2016-03-28 19:45
No cepat wawasan. Only cepatbankrupt only.
I only see.
1. Rsawit
2. Genting plantation
3. Kulim
4. Hupseng
2016-03-28 19:50
But you only enter on may only. Price CPO is dropping now effects all the share performance.
2016-03-28 19:52
Joeylee
783 posts
Posted by Joeylee > Mar 28, 2016 07:52 PM | Report Abuse
But you only enter on may only. Price CPO is dropping now effects all the share performance.
CPO PRICE NOW AT ITS HIGHEST!
LATEST NEWS
Commodities
Crude palm kernel oil hits five-year high on El Nino concerns
KUALA LUMPUR (March 28): Crude palm kernel oil prices rose to the most in five years on Monday over concerns that lower output could tighten supplies in Malaysia, the world's second-
2016-03-28 20:30
This is not the highest. Even highest than this in year 2017. Temporary retrace back but prepare in may
2016-03-28 23:14
speakup
want 8% dividend per year? try BPLANT!
2016-03-28 10:01