THE INVESTMENT APPROACH OF CALVIN TAN

FCPO JAN 2021 TOUCHED NEW HIGH OF RM3,880 MEANS YEAR 2021 CPO PRICES WILL BE STILL BULLISH, Calvin Tan Research

calvintaneng
Publish date: Wed, 30 Dec 2020, 04:03 PM
calvintaneng
0 1,801
Hi Guys,

I have An Investment Approach I which I would like to all.

Dear friends

Yesterday Soyoil in USA Crossed USD42.00 to new recent high

 

Today CPO got another booster & touched Rm3,880!

 

See

 

WHY?

WHAT ARE THE REASONS FOR SUCH BULLISHNESS?

THESE ARE THE ANSWERS

 

1) CHINA EXPERIENCED MANY SUPER TYPHOONS WIPING OUT ITS CROPS THIS YEAR

SO MORE BUYING FROM USA & BRAZIL

 

2) LAST YEAR SWINE FLU WIPED OUT PIGS IN CHINA. SO THIS YEAR LOTS OF SOYBEAN MEAL  NEEDED TO REGROW THE SWINE HERD

 

3) DROUGHT IN USA & HURRICANE IN IOWA CAUSED LESS SAYBEAN HARVEST

 

4) DROUGHT IN SOUTH AMERICA & BLACK SEA CAUSED LESS PRODUCTION

 

5) ALSO FLOODS IN INDIA, THAILAND, VIETNAM, GREECE AND MANY PARTS OF THE WORLD ALSO DESTROYED CROPS

 

NOW THAT THE WORLD IS SHORT OF VEGE OIL THERE IS A PANIC BUY

 

FROM JUST IN TIME PURCHASE MANY HAVE TURNED "JUST IN CASE" PURCHASE LEADING TO MORE DEMAND OVER SUPLLY

 

AND THIS SUPPLY WILL BE EVEN MORE ACUTE AS RIGHT NOW IN BRAZIL & ARGENTINA AS WELL AS BOLIVIA, URUGUAY & PARAGUAY ALL EXPERIENCED DROUGHT CONDITIONS AT THE SAME TIME

 

SO HOLD TIGHT TO ALL PALM OIL SHARES AS BULL RUN IS A GIVEN

 

ONLY HOW FAR AND HOW HIGH PALM OIL BULL CAN REACH IS YET AHEAD

 

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

 

SEE

 

Discussions
4 people like this. Showing 6 of 6 comments

calvintaneng

Jonathan Keung
Calvintaneng : yup agreed but most of the planter's stock still lack lustre not moving unlike the gloves darling days
30/12/2020 4:06 PM
X
calvintaneng

Jonathan

Gloves actually gone down when wuhan kena virus in Dec 2019

And Supermax was Rm1.47 i think in Dec 2019

3 months later Supermax even fell to Rm1.30 as nobody was bullish

I only bought Supermax at a high price of Rm1.73 in April 2020 if compare to March low of Rm1.30

Of course only on hindsight now Rm1.73 was actually very cheap (but in April when I bought Supermax at Rm1.73 I thought price already up by 43 sen higher as compared to March Rm1.30 low

So is palm oil now

Look back by End 2021 then SEE (SEE if people are as bullish on Palm oil stocks by then just like they are so excited about gloves & vaccine hype
30/12/2020 10:14 PM

2020-12-30 22:27

Seeyounoup

US blocks imports of palm oil from Sime Darby Plantation.

https://www.klsescreener.com/v2/news/view/772323/us-blocks-imports-of-palm-oil-from-sime-darby-plantation

so USA want to block everything from Malaysia la ? C C B

2020-12-30 23:06

calvintaneng

no problem

Jtiasa is 100% Rspo

no child labour
no forced labour

Also Main market for cpo is not Usa but China and India

China Rm1.39 billion population
india Rm1.35 billion population

Huge demand

2020-12-31 00:59

calvintaneng

Very happy day

Soybean Usd13 crossed

Cpo will end 2020 at Record High

Can look forward to excellent results for all palm oil shares by Feb 2021 results

2020-12-31 07:20

Seeyounoup

US blocks imports of palm oil from Sime Darby Plantation.

2020-12-31 09:11

stockraider

Why the rally on cpo is sustainable leh ??

If u check the cpo spot & future from Jan 2021 to Dec 2021 all prices are above Rm 3000 until November 2021 & only December 2021 is slightly below Rm 3000 but still consider high at around Rm 2970 per tonnes.

For your info, when palmoil is average rm 2500, all the palmoil plantations make good profit mah...!!

Thus the good profit of palmoil company is sustainable very good & the average palmoil price should easily exceed average rm 3000 for 2021 mah...!!

Like calvin sifu says there are Great Safety In Palm Oil Shares loh!


Posted by calvintaneng > Jan 9, 2021 11:49 AM | Report Abuse

Cpo reaching Rm4000

Moving up to Rm4500 and Rm5000 range due to la nina

Hide in great safety of palm oil shares

Posted by calvintaneng > Jan 9, 2021 10:11 AM | Report Abuse

Happy morning all

Yesterday Soybean prices in USA closed above Usd13.70 to yet another new high due to very dry weather in South America

La nina is here with uneven weather on earth

Floods in Malaysia will deplete cpo stocks and drought will decimate Soybean crops in Brazil and Argentina

Leading to huge shortfall and panic buying later

Palm oil bull is now on course to run for all the months of 2021

2021-01-09 13:26

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