THE INVESTMENT APPROACH OF CALVIN TAN
TOP 10 REASONS WHY PALM OIL STOCKS MIGHT GO UP IN A POWERFUL BULL RUN, Calvin Tan Research
calvintaneng
Publish date: Sat, 10 Oct 2020, 03:46 PM
calvintaneng
0 1,801
Hi Guys,
I have An Investment Approach I which I would like to all.
I have An Investment Approach I which I would like to all.
Hi guys,
The signs are all showing Palm Oil Stocks might go into a Cyclical rebound
And these are the reasons
1) PALM OIL CPO PRICES HAVE CROSSED RM3,000 AGAIN
See
| FCPO | Oct 2020 | 3,010.00 | - | - | 3,028.00 |
+28.00
|
3,028.00 | 3,000.00 | 120 | 2,540 | 3,020.00 |
Since cost of production ranges from Rm1,600 to Rm1,800 a ton at Rm3,000 Palm Oil companies are seeing good times ahead
2) SOYBEAN OIL UP NOW USD34 WILL PROPEL PALM OIL
| OCT 2020 | OCT 2020 | Show Price Chart | 34.24 | +1.00 | 33.24 | 34.24 | 34.24 | 34.24 | 18 | No Limit / 0.01 |
16:40:46 CT 09 Oct 2020 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DEC 2020 | DEC 2020 | Show Price Chart | 34.05 | +1.05 | 33.00 | 32.95 | 34.41 | 32.86 | 87,225 | 36.01 / 32.01 |
16:39:56 CT 09 Oct 2020 |
| JAN 2021 | JAN 2021 | Show Price Chart | 34.03 | +1.00 | 33.03 | 32.97 | 34.31 | 32.81 | 28,492 | 36.02 / 32.02 |
16:40:56 CT 09 Oct 2020 |
| MAR 2021 | MAR 2021 | Show Price Chart | 33.96 | +0.98 | 32.98 | 32.78 | 34.22 | 32.77 | 21,478 | 35.94 / 31.94 |
16:39:45 CT 09 Oct 2020 |
At USD30 Palm Oil will be good. Anything above USD30 will be an added bonus to boost palm oil prices
3) DEMAND FOR SOYBEAN HAS PUSHED UP SOYOIL AND BY PROXY PALM OIL DUE TO HUGE TYPHOONS & FLOODING IN CHINA HEILONGJIANG PROVINCE
3 MAJOR TYPHOONS SLAMMED INTO HARBIN, JILIN & LIONING - THE BREAD BASKET OF CHINA - WIPING OUT BOTH SOYBEAN & MAIZE WILL CAUSE CHINA TO BUY MORE SOYBEAN FROM USA
See
https://www.youtube.com/watch?v=2fpL-tGBuAI
https://www.youtube.com/watch?v=-Hlm36wo86I
4) WHILE CHINA SUFFERED SEVERE TYPHOON & FLOODS USA SUFFERED DROUGHT IN ITS FARMLANDS
SEE
https://droughtmonitor.unl.edu/
5) CHINA ALSO GOT SWINE FEVER LAST YEAR WIPING OFF 50% OF ITS PIGS
CHINA NOW NEED LOTS OF SOYBEAN AS FEEDMEAL FOR PIGS
THUS DEMAND FOR SOYBEAN WILL INCREASE
Swine Fever Is Killing Vast Numbers Of Pigs In China
6) USA TRADE WAR WITH CHINA DONALD TRUMP WANTS CHINA TO IMPORT MANY BILLION US$ MORE SOYBEAN FROM USA
China needs 'explosive' buying to meet U.S. farm import target
BEIJING/CHICAGO (Reuters) - With nearly seven months gone, an ambitious $36.5 billion target for Chinese imports of U.S. farm goods this year may not be quite out of reach, but it’s looking like a big, big stretch.
7) INDIA NOW FACING DIWALI NEEDS LOTS OF CHEAPER PALM OIL AS OTHER OILS NOW TOO EXPENSIVE
Soybean Oil, Packaging Type: Plastic Bottle, Packaging Size: 500 ml
Rs 120/Litre Get Latest Price
| Packaging Type | Plastic Bottle |
| Packaging Size | 500 ml |
| Health Benefits | Lowers Cholesterol |
| Speciality | Cholestrol free |
| Color | yellow |
| Country of Origin | Made in India |
Refined Sunflower Oil
Rs 100/Litre Get Latest Price
| Packaging Type | Plastic Bottle |
| Packing type | Plastic Bottles |
| Ingredients | Sunflower seeds |
| Bulk packaging size | Min. 200 lit & max. as per requirement |
Palm Oil, Packaging Type: Plastic Bottle, Packaging Size: 1 Litre
Rs 46/Litre Get Latest Price
| Packaging Size | 1 litre |
| Packaging Type | Plastic Bottle |
| Speciality | Natural |
| Color | dark red |
| Minimum Order Quantity | 1 Litre |
AS YOU CAN SEE FROM ABOVE VEGE OIL SOLD IN INDIA
SOYBEAN OIL IS 120 INDIAN RUPEE PER LITRE
SUNFLOWER OIL IS 100 INDIAN RUPEE PER LITRE
PALM OIL IS 46 RUPEE PER LITRE
PALM OIL WILL NOW SELL LIKE HOT CAKES & CAN EXPECT PRICE TO INCREASE!!
8) WITH MCO LOCK DOWN MANY PEOPLE WILL EAT DRY FOOD LIKE BISCUIT. AND BISCUIT IS MADE FROM WHEAT FLOUR & LOTS OF PALM OIL
ALL BISCUIT COMPANIES HAVE SEEN INCREASING REVENUE PROVES PALM OIL BEING IN DEMAND
1) HUP SENG BISCUIT
SUMMARY OF KEY FINANCIAL INFORMATION
|
|
INDIVIDUAL PERIOD
|
CUMULATIVE PERIOD
|
||||
|
CURRENT YEAR QUARTER
|
PRECEDING YEAR
CORRESPONDING QUARTER |
CURRENT YEAR TO DATE
|
PRECEDING YEAR
CORRESPONDING PERIOD |
||
|
30 Jun 2020
|
30 Jun 2019
|
30 Jun 2020
|
30 Jun 2019
|
||
|
$$'000
|
$$'000
|
$$'000
|
$$'000
|
||
| 1 | Revenue |
71,443
|
69,691
|
152,319
|
145,091
|
| 2 | Profit/(loss) before tax |
11,825
|
12,127
|
24,940
|
26,416
|
| 3 | Profit/(loss) for the period |
8,760
|
8,969
|
18,468
|
19,064
|
| 4 | Profit/(loss) attributable to ordinary equity holders of the parent |
8,760
|
8,969
|
18,468
|
19,064
|
| 5 | Basic earnings/(loss) per share (Subunit) |
1.10
|
1.12
|
2.31
|
2.38
|
| 6 | Proposed/Declared dividend per share (Subunit) |
2.00
|
2.00
|
2.00
|
2.00
|
|
AS AT END OF CURRENT QUARTER
|
AS AT PRECEDING FINANCIAL YEAR END
|
||||
| 7 | Net assets per share attributable to ordinary equity holders of the parent ($$) |
0.1900
|
0.2000
|
||
Definition of Subunit:
In a currency system, there is usually a main unit (base) and subunit that is a fraction amount of the main unit.
Example for the subunit as follows:
| Country | Base Unit | Subunit |
| Malaysia | Ringgit | Sen |
| United States | Dollar | Cent |
| United Kingdom | Pound | Pence |
REVENUE HAS UP FROM RM69.6 MILLIONS TO RM71.4 MILLIONS
2) APOLLO FOOD
SUMMARY OF KEY FINANCIAL INFORMATION
|
|
INDIVIDUAL PERIOD
|
CUMULATIVE PERIOD
|
||||
|
CURRENT YEAR QUARTER
|
PRECEDING YEAR
CORRESPONDING QUARTER |
CURRENT YEAR TO DATE
|
PRECEDING YEAR
CORRESPONDING PERIOD |
||
|
31 Jul 2020
|
31 Jul 2019
|
31 Jul 2020
|
31 Jul 2019
|
||
|
$$'000
|
$$'000
|
$$'000
|
$$'000
|
||
| 1 | Revenue |
45,140
|
40,183
|
45,140
|
40,183
|
| 2 | Profit/(loss) before tax |
6,734
|
4,475
|
6,734
|
4,475
|
| 3 | Profit/(loss) for the period |
4,684
|
3,217
|
4,684
|
3,217
|
| 4 | Profit/(loss) attributable to ordinary equity holders of the parent |
4,684
|
3,217
|
4,684
|
3,217
|
| 5 | Basic earnings/(loss) per share (Subunit) |
5.86
|
4.02
|
5.86
|
4.02
|
| 6 | Proposed/Declared dividend per share (Subunit) |
0.00
|
0.00
|
0.00
|
0.00
|
|
AS AT END OF CURRENT QUARTER
|
AS AT PRECEDING FINANCIAL YEAR END
|
||||
| 7 | Net assets per share attributable to ordinary equity holders of the parent ($$) |
3.1000
|
3.0400
|
||
Definition of Subunit:
In a currency system, there is usually a main unit (base) and subunit that is a fraction amount of the main unit.
Example for the subunit as follows:
| Country | Base Unit | Subunit |
| Malaysia | Ringgit | Sen |
| United States | Dollar | Cent |
| United Kingdom | Pound | Pence |
REVENUE GONE UP FROM RM40 MILLIONS TO RM45 MILLIONS
3) HWA TAI BISCUIT
SUMMARY OF KEY FINANCIAL INFORMATION
|
|
INDIVIDUAL PERIOD
|
CUMULATIVE PERIOD
|
||||
|
CURRENT YEAR QUARTER
|
PRECEDING YEAR
CORRESPONDING QUARTER |
CURRENT YEAR TO DATE
|
PRECEDING YEAR
CORRESPONDING PERIOD |
||
|
30 Jun 2020
|
30 Jun 2019
|
30 Jun 2020
|
30 Jun 2019
|
||
|
$$'000
|
$$'000
|
$$'000
|
$$'000
|
||
| 1 | Revenue |
19,163
|
15,715
|
36,822
|
31,039
|
| 2 | Profit/(loss) before tax |
474
|
-563
|
617
|
-1,510
|
| 3 | Profit/(loss) for the period |
174
|
-663
|
317
|
-1,710
|
| 4 | Profit/(loss) attributable to ordinary equity holders of the parent |
175
|
-665
|
318
|
-1,712
|
| 5 | Basic earnings/(loss) per share (Subunit) |
0.23
|
-0.89
|
0.42
|
-2.29
|
| 6 | Proposed/Declared dividend per share (Subunit) |
0.00
|
0.00
|
0.00
|
0.00
|
|
AS AT END OF CURRENT QUARTER
|
AS AT PRECEDING FINANCIAL YEAR END
|
||||
| 7 | Net assets per share attributable to ordinary equity holders of the parent ($$) |
0.3048
|
0.3005
|
||
Definition of Subunit:
In a currency system, there is usually a main unit (base) and subunit that is a fraction amount of the main unit.
Example for the subunit as follows:
| Country | Base Unit | Subunit |
| Malaysia | Ringgit | Sen |
| United States | Dollar | Cent |
| United Kingdom | Pound | Pence |
REVENUE UP FROM RM15.7 MILLIONS TO RM19.1 MILLIONS
ALL THESE SHOW MORE AND MORE PALM OIL WILL BE CONSUMED IN MALAYSIA, CHINA, INDIA & OTHERS AS 50% OF SUPERMARKET FOOD CONSIST OF PALM OIL
(AND IN BAD TIMES PEOPLE EAT MORE MAGGIE MEE: MAGGIE MEE IS ALSO FULL OF PALM OIL : HUP SENG BUSINESS HAS THE SAME TOP TWO INGRIEDIENT LIKE MAGGEE MEE HAVE TOP TWO INGRIEDIENTS IN ITS COVERS
1) WHEAT FLOUR
2) PALM OIL
HUP SENG BISCUIT IS THE DRY VERSION OF MAGGIE MEE (BOTH THE SAME TYPE OF CONTENT)
9) GREAT SHORTAGE OF WORKERS DUE TO MCO LOCKDOWN WORLD WIDE MIGHT CAUSE FOOD SHORTAGE & FAMINE
AS OF NOW I CALLED MY FRIEND IN MALAYSIA ABOUT PALM OIL
WITH MCO LOCK DOWN MANY FRUIT HARVESTORS FROM INDON CANNOT ENTER MALYSIA SO LOTS OF FRUITS NOT COLLECTED
ALL OVER THE WORLD SAME THING IS OCCURING AS WELL
ONE DAY THE WORLD WILL WAKE UP & REALISE NOT ENOUGH FOOD - LEADING TO PANIC BUY & SKY ROCKETING PRICES LIKE NEVER BEFORE
THIS WILL TRIGGER A MULTI YEAR BULL RUN FOR PALM OIL STOCKS JUST LIKE COVID 19 PANDEMIC TRIGGERED RUSH TO STOCK UP MEDICAL GLOVES!!
10) TO SUM IT UP: 3 CHINA GREAT TYPHOONS & FLOODS WIPE OUT ALL ITS CROPS; CHINA NEEDS SOYMEAL TO FEED ITS PIGS: USA IN DROUGHT AFFECT SOYBEAN PRODUCTION; US DEMAND CHINA BUY MORE SOYBEAN IN TRADE WAR; INDIA COMING DIWALI WILL TURN TO CHEAPER PALM OIL; LACK OF WORKERS WILL CAUSE LESS FRUIT HARVEST
AS OF NOW NO ANAYLST, NO IB BANKERS, NO FUND HOUSES AND NO SIFUs WRITE ABOUT PALM OIL AS YET SO PRICES ARE STILL VERY LOW
TIME TO STUDY DEEPER AND ACT BEFORE OTHERS STAMPEDE & CHASE
BEST REGARDS
Calvin Tan Research
Singapore
Disclaimer
All information provided here should be treated for informational purposes only. It is solely reflecting author's personal views and the author should not be held liable for any actions taken in reliance on information contained herein.
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Discussions
Be the first to like this. Showing 50 of 64 comments
why focus profit only a few million can worth like magnum and bjtoto combine?also can split 1 become 3?
2020-10-11 00:13
why ur butaland cash rich cannot up? why asb up ken no up? asb ahmad sebi son owned 20mil in ken.bursa are crooked these days so dare not buy a lot unless I got a reliable info that me see good to hentam
2020-10-11 00:28
REMEMBER AT NETX WE ARE IN THE FINAL LAP OF BIG PROFIT MAKING OPPORTUNITY LOH...!!
DO NOT LET SOHAI NAYSAYERS TALK U OUT THIS WONDERFUL OPPORTUNITY ON THEIR LAST DITCH FINAL ATTEMPT LOH..!!
JUST GO WITH THE PLAN SUBSCRIBE FOR THE RIGHTS & EXCESS RIGHTS NO MATTER WHAT HAPPEN LOH..!
Thats how u can make all the money by buying the excess rights loh..!!
Lets count the potential profit raider strategy that suggest u to buy netx loh...!!
1.U buy 1m of netx OR at 0.5m costing u rm 5k
2.U apply for another 1.5m netx excess rights
Your additional outlay are as follows
a) 1m x 0.13 sen
b} 1.5m x 0.13 sen
U get 2.5m share costing rm 325k & u will get 2.5m netx & 1.25m warrant.
Your potential profit are as follows:
Mkt value 16 sen x 2.5m netx share = Rm 400k
Mkt value Netx warrant 4 sen x 1.25m = Rm 50k
Thus overall value Rm 450k
Your cost Rm325k plus Rm 5k = Rm 330k.
Thus your profit conservatively is Rm120k a return on investment of 36% over 2mths or a return on investment of 144% pa.
Thats how u get very rich on netx loh...!!
The above strategy is scalable, if u want to make more on low risk u can raise your excess share application on netx to 3m, 6m, 9m or even 12m within your affordability mah...!!
Your profits will be in proportion to the excess share application u make
on netx loh...!!
2020-10-11 12:02
Good afternoon
Dutaland cannot as it has no cash generating income project after land disposal
For Naim it is going to build 2500 affordable single storey houses for sale for the next 5 years
So Naim will see better times ahead
For Netx price has now reached bottom
When Calvin mentioned Jcy at 50 sen and it dropped to 20 sen many cry father cry mother when they should be buying Jcy on the cheap at 20 sen. As a result of so many dumb naysayers all missed Jcy subsequent bull run now over 70 sen
So same goes for Netx. Many many many naysayers are crying con man this lah con man that lah when they should be buying instead
See one day Netx might even outperform Jcy
See where are the naysayers of Jcy today ?
All gone to chase land mine stocks and gone bankrupt ?
2020-10-11 15:15
Climate change will cause more lands to disappear and less and less food
Mankind will face horrible famine in future
See
https://www.youtube.com/watch?v=N1cdCUZNh04
2020-10-11 16:28
Correctloh...!!
Tomorrow monday palm oil stock will shoot up strongly mah...!!
Soyabean oil future already up alot loh...!
Posted by calvintaneng > Oct 11, 2020 4:28 PM | Report Abuse
Climate change will cause more lands to disappear and less and less food
Mankind will face horrible famine in future
2020-10-11 18:16
looking for low pe oilpalm stocks? bumitama 48.5cts.sg(p8z.sg)half year eps 2.3cts.sg.total planted 187,679ha,which were 132,578ha nucleus and 55,101ha plasma.ioi is the one subtantial shareholder of 32.039% and average age 10.6years.km loong and sarawak plantation,after ta ann took over sarawak plantation management,the efficiency increase dramatically to boost up net profit margin.must be patient...........
2020-10-11 18:31
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
PALM OIL - The Investment That Separates Billionaires from Millionaires! (Reposting by Calvin Tan
2020-10-12 08:14
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
Better to rewrite the headlines:
How to lose almost 10 houses through investing in Netx in Dec 2019 and Jan 2020?
2020-10-12 08:18
PALM OIL - The Investment That Separates Billionaires from Millionaires!
https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2016-01-05-story-h53463953-PALM_OIL_The_Investment_That_Separates_Billionaires_from_Millionaires.jsp
2020-10-12 08:20
Indonesia’s rich list stacked with palm oil billionaires
https://news.mongabay.com/2016/12/indonesias-rich-list-stacked-with-palm-oil-billionaires/#:~:text=They%20are%20Budi%20and%20Michael,Prajogo%20Pangestu%3B%20and%20Bachtiar%20Karim.
2020-10-12 08:22
This sohai 3iii again upto no good loh...!!
What is the purpose & value of 3iii silly post below leh ??
Most importantly ,After calvin sifu make a call on palmoil share, it move up mah!!
Calvin sifu definitely has midas touch lately loh..!!
Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Oct 12, 2020 8:14 AM | Report Abuse
PALM OIL - The Investment That Separates Billionaires from Millionaires! (Reposting by Calvin Tan
Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Oct 12, 2020 8:18 AM | Report Abuse
Better to rewrite the headlines:
How to lose almost 10 houses through investing in Netx in Dec 2019 and Jan 2020?
2020-10-12 13:24
Welcome Mabel
Switch oil and gas to Palm oil stocks for coming bull run
2020-10-12 13:58
@calvintaneng Welcome Mabel
Switch oil and gas to Palm oil stocks for coming bull run
12/10/2020 1:58 PM
Meow Calvin!
Why settle for one when you can have both?
Currently I have 11 Plantations in my collection. I'm actually looking for another round of capital gain to buy into United Plantation as my 12th Plantation.
12 is actually is actually a nice number. Currently I have 12 Healthcare Companies and 12 O&G Fossil Fuel Battleships (after I consolidate my collection from 18 into 12 companies).
It will be lovely to have 12 Biofuel Plantation in my collection to capitalise on this Super Bull Rally..
Meow Meow Meow
2020-10-12 16:07
@Michael Kwok Mabel the meow.u were in Calvin side.Lol.
12/10/2020 1:13 PM
Meow Michael...
Calvin is actually a smart guy..
I always adore smart man..
Meow
2020-10-12 16:08
Yes
Today Fcpo for Oct 2020 closed at Rm3,060
If it just maintain at this level All Palm oil stocks should go into bull run time
Any further upside will be added impetus to spark a fierce bull like medical gloves
So stay invested
2020-10-12 19:08
I am not surprise, cat's brain is small, cannot understand profound knowledge, so to her low standard means smart; but then Palm Oil has a chance to go up so are those related companies.
Posted by Mabel > Oct 12, 2020 4:08 PM | Report Abuse
Calvin is actually a smart guy..
I always adore smart man..
Meow
2020-10-12 21:02
Any Tom, Dick and Harry can open their mouth to come up with comments.
Only the smart one will come up with concrete research materials that will bring our Palm Oil to the next level..
Well done Calvin !
Good Job!
Meow
2020-10-12 21:56
Exactly !
Mabel is Chun Chun on scenery!
The total wealth of scenery is not even 5% of what Mabel got
Empty vessel makes the most noise and empty people like scenery talk the most nonsense
2020-10-12 22:22
Mike, the cat cant understand Mplus research, there is a limitation for her to know what is called real research report. So, she will chose what she can understand...
2020-10-12 22:55
Refer to MPOB : Malaysia CPO export 2020 Jan to August
export to U.S.A is 387,347 MT
export to China is 1,842,142 MT vs 2019 1,395,697 MT : + 32 %
export to India is 1,176,274 MT vs 2019 3,597,563 MT : - 67.3 %
export to Europe is 1,341,780 MT vs 2019 1,419,722 MT : - 5.5 %
2020-10-12 22:55
US bans imports from palm oil company FGV
* PLANTATIONS
* Wednesday, 30 Sep 2020
10:41 PM MYT
KUALA LUMPUR (Reuters) - The United States has banned imports of palm oil from FGV Holdings Bhd
2020-10-12 22:59
Mickey ConMouse is totally run of idea
Every day parroting same cerita
He will face the same fate like in Armada
When the tsunami happens he will be MIA...
Last year Mickey said the same things about Armada...
Mickey, you seems to be missing the point. Like Mummy said many times, all these old stories have been factored in with the current price. Otherwise TDM, price would have been like my KLK, Sime Darby, IOI Corps, SOP, TaaNN, FGV, Jtiasa etc etc..
Beside Plantation, TDM completes my collections of 12 Healthcare companies. TDM can also ride in the upcoming Plantation rally together with her 11 Plantation sisters.
This is exactly what happen to my collection FPSO Battleships. Armada and Yinson. What matters is the Total Plantation P&L is profitable. When your total P&L is very profitable, you can take calculated risk. TDM has Hospitals across the country. It's part of giving back after gaining so much. In addition the oil palm business is very lucrative. We are dealing with an industry that can can feed more than 3 billion in more than 200 country across the Globe. Beside, this Plantation are supported by the Oil Rich State of Terengganu.
Time for Mickey ConMouse to grow up...
Meow
2020-10-13 01:03
@power88 Fund manager prefer glove stocks than plantation, up down fast
12/10/2020 11:01 PM
Why settle for one, when you can have two?
I have Gloves Fantastic Four in my collections too..
Meow
2020-10-13 01:05
Very good
Calvin already made 1,000% in Glove like Supermax from Rm1.73 to RM19.00
And Supermax C87 from 34.5 sen did even more fantastically reaching Rm7.00 for 2,000% gain
Enough for medical gloves though Calvin still got Topglove (spore ), Ug healthcare glove and Sri Trang glove (spore)
Calvin now concentrate on Palm oil because there will be more potential upside for palm oil now compared to glove
Gloves being in the analyst in every Fund and All Investors no longer cheap like palm oil which only very few are interested
So Palm oil stocks got much much more upside than gloves from here
The only one Calvin likes is glove proxy like Luxchem
Topglove will go knocking and begging for Luxchem to produce more glove chemical as there is a huge shortage now
Luxchem has increased ASP prices by more than 100%
2020-10-13 08:34
Bravo Calvin !
Very commentable Profits!
Presently, the four largest sectors on the KLCI with a combined weight of 66% are Banks (e.28.4%), Gloves (e.15.2%), Utility (e.11.8%) and Telco (e.10.6%).
If Gloves Supermax and Kossan feature in the next constituent review, these four sectors would make up about 70% of the total weight: Banks (e.27.7%), Gloves (e.19.8%), Utility (e.11.6%), Telco (e.10.3%)
Plantation currently is only 8.9% which means there lots of room to grow since there are similar advantages of medical gloves and palm oil due to the tropical climate of Malaysia
1. Why China cannot compete against Malaysian Medical gloves?
Answer:
Because China don't have rubber trees for fresh latex
And China got cold winter which is bad for glove chemical as cold weather hardens rubber fast unless they use heater which add to cost of production
2. Same reason applies to palm oil
Soybean cannot grow in winter. So from November to March USA don't have soybean
For Brazil and Argentina now got very very hot dry weather so planting is delayed even though it is Spring time in the Southern hemisphere
Palm oil is evergreen and is harvested twice a week throughout the whole year round
So, for 4 months when there is no soyoil or other vege oil then palm oil will reign as king oil
SO, FROM NOW TILL FEBRUARY PALM OIL MIGHT GO UP INTO STRONG UPTREND
SHOULD BRAZIL & ARGENTINA GOT DROUGHT THEN PALM OIL WILL GO INTO FULL FLEDGE MULTI YEAR HIGH BULL RUN.
Meow Meow Meow
2020-10-13 08:48
calling spring Cat seeking for rich man, shouting excitedly with conman calvin's shits..
2020-10-13 11:09
Really?
I don't need any rich man...
I can manage on my own...
Thank you!
Meow..
2020-10-13 15:13
Yes
Mabel will very rich riding on healthcare and palm oil stocks bull run
2020-10-14 19:22
Meow Calvin!
Calvin is always far sighted...he is like a Victorious General..
Victorious warriors win first and then go to war, while defeated warriors go to war first and then seek to win. Opportunities multiply as they are seized.
General Sun Tzu - Chinese War Strategist
2020-10-15 08:31
Beside his favourite plantation, Calvin also bought FGV...
FGV yesterday was the biggest gainer among my 11 Plantations. Since I'm thinking of acquiring my 12th Plantation, I have started monitoring PPB and United Plantation. This is what we found out..
Share Price Performance
Yesterday, FGV is up by 3%, PPB is up by 1% while United Plantation is down by 0.7%
Over the last 6 months, FGV is up by 27% while PPB is only up by 16.5%
Over the last 6 months, FGV is up by 47% while United Plantation is only up by 15.8%
Financial
FGV: Rev RM 3.3 B, YOY is up by 0.5%, Operating income is up by 600%, Cash is up by 642 %
PPB: Rev RM 953M, YOY is down by 17%, Operating Income is down by 83%, Cash is up by 15%
UTP: Rev Rev 294M, YOY is up by 8.8%, Operating Income is up by 55%, Cash is down by 42%
Land size
FGV: 440,000 hectares
PPB: 232,940 hectares *18% = 41,929 hectares
UTP: 40,855 hectares
Average Volume over the last 4 weeks
FGV: 14,384,105 shares
PBB: 778,145 shares
UTP: 250,075 shares
Potential upside for FGV,
All cleaning up has been done through the FGV Transformation Plan and do not forget the RM700 million on goodwill in 2018 — the group has seen five interested parties, and is looking forward to complete a sale by year end. Hence we are talking another potential right back that will improve FGV Balance Sheet!
FGV has both Oil Palm and Rubber which complement my World Class Gloves Fantastic Four collection. Malaysia is
World No 1 Biggest Producers of Gloves
World No 2 Biggest Producers of Palm Oil
World No 3 Biggest Producer of Rubber.
Based on the above KPI, I believe FGV has really something to offer to everyone who invested in in her. Well Done to those that has already on board this Plantation.
Meow Meow Meow
2020-10-15 10:23
Really?
Beside Plantation, TDM completes my HealthCare collection. Much better than your Power Station MHC. Mabel's Tenaga is better alternative than MHC Power Station.
Healthcare is currently HOT. Just another 52-sen rise, and Mabel's Top Glove will overtake Mabel's Maybank’s market cap. Meanwhile, another rubber glove maker, Mabel's Hartalega Holdings Bhd, has taken the spot as the third largest company on Bursa, pushing Mabel's Public Bank to the fourth place in the race for Top 3 Podium..
Presently, the four largest sectors on the KLCI with a combined weight of 66% are Banks (e.28.4%), Gloves (e.15.2%), Utility (e.11.8%) and Telco (e.10.6%).
If Mabel's Gloves Supermax and Kossan feature in the next constituent review, these four sectors would make up about 70% of the total weight: Banks (e.27.7%), Gloves (e.19.8%), Utility (e.11.6%), Telco (e.10.3%)
Plantation currently is only 8.9% which means there lots of room to grow since there are similar advantages of medical gloves and palm oil due to the tropical climate of Malaysia.
Just don't missed this opportunity to make money for yourself like what happen to Armada. We missed you at that time when all of us were marching to the bank..
Hate to see you lose gain after spending so much time barking at TDM..
Think about it..I'm just beginning to get use to having you around..
Meow..
2020-10-15 12:38
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Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
apolloang
why now euro a loss company can propose 2 for 1 bonus? apa bursa ini?
2020-10-11 00:11