What Industries Make Most Monies in MCO Lock-Down
1) Not Airline as they cannot fly
2) Not Hotels, Tourist resorts or Cinemas or even Restaurants
3) Not Industrial Products companies as many cannot go work due to MCO lock-down
THEN HOW?
THEN PALM OIL BEING ESSENTIAL FOOD IS "OPEN FOR BUSINESS" AS USUAL
Where did they sell Palm Oil?
TO India & to China (No Esg problem)
In Malaysia?
YES YES YES
ALL HYPERMARKETS
ALL SUPER MARKETS
ALL MINI MARKETS
ARE OPEN FOR BUSINESS
AND 50% OF SUPERMARKET PRODUCTS GOT PALM OIL
IS PALM OIL DOING WELL?
ANSWER: EXTREMELY WELL
WHY SO?
ANSWER: BECAUSE COST OF CPO PRODUCTION ONLY AS LOW AS RM1,465 FOR THPLANT
NOW OVER RM4100 PER TON MEANS
OVER 170% GROSS PROFITS
WHAT ABOUT TECH STOCKS?
YES THEY MAKE 5% TO 10% PROFITS
See
CPO PRICES
Date | Settlement Price RM |
---|---|
2 Aug 21 | 4120 |
30 Jul 21 | 4369 |
29 Jul 21 | 4427 |
28 Jul 21 | 4308 |
27 Jul 21 | 4422 |
26 Jul 21 | 4383 |
23 Jul 21 | 4271 |
22 Jul 21 | 4121 |
21 Jul 21 | 4149 |
19 Jul 21 | 4151 |
Best Regards
Please buy or sell after doing your own due diligence or consult your Remisier/Fund Manager
Created by calvintaneng | Aug 23, 2024
Created by calvintaneng | Aug 22, 2024
Created by calvintaneng | Aug 03, 2024
sifu calvin, now days ppl goreng tech stock. avoiding palm oil stocks like a plague.....Chin Teck, even with special dividend announced, ytd up alot but then today went south.
I guess those experienced investors would have silently bought palm oil stocks 2-3 years back, anticipating this bull run in CPO. 2-3 years back some palm oil stocks did went up when price was around RM2-3k per tonne. but now RM4k per tonne, went down.
2021-08-03 12:42
No worry Thomas
As long as Palm oil companies make good monies investors will still benefit
How?
Answer:
By higher dividend and more special dividends
Later will come free bonus and free warrants
And some like ijmplant might be taken over with high prices
So we keep invested
2021-08-03 12:47
well justified Calvin. Got to ignore those bullish plays and stay invested for their dividends.
2021-08-03 13:02
More signs of palm oil turning bullish
Uplant and Umalacca Insiders are accumulating their own company shares again today
2021-08-03 17:53
Good lord.... you even include Malaysia as a market? Do you know our cooking oil is subsidized? And do you know how it is being subsidized? Basically the gov says if you process X amount of cooking oil, you must sell X% of cooking oil to any buyer for the Malaysian market for X price (Below or at cost price).
Tesco can come and says they want X amount of cooking oil for their own Tesco brand and the factory must sell at cost price.
This is why most of our cooking oil in Malaysia, especially the palm oil cooking oil is darker in colour, and there is a health reason for it.
The gov never says you must sell certain quality to the Malaysian market, just the amount, thus the lowest quality is always reserve for the Malaysian market since the producer are 'forced' to sell at a loss or at cost.
WTF Kelvin, you really dont know nuts about palm oil.
2021-08-03 18:01
Danny boy
Palm oil 1kg in polybag is under subsidy at Rm2.50 per kg
This is still above production cost of Thplant at Rm1.47 per kg cost before processing
So earn less only
2021-08-03 18:21
As for 5kg plastic bottle they are selling at ceiling price of Rm30
Even at Rm30 for 5 kg there is huge profit now for all
Rm30 divides by 5 = Rm6.00 per kg or Rm6,000 per ton
See the cost of Thplant Cpo production is Rm1,465 per metric ton
Even after refining there is a very good profit from Rm3,000 to Rm4,000 per ton at retail
No wonder today Insiders of
Uplant
Umalacca
Are buying their own company shares
2021-08-03 18:26
As regard to subsidies and price control
In Malaysia petrol is subsided esp Ron95
Singapore cars not allowed to pump Ron95 in Jb
Only Ron97 allowed
2021-08-03 18:28
And for palm oil, flour and sugar Singaporeans are not allowed to buy and bring them back to Singapore you know
These are controlled items
Even so petrol companies and all other companies in Malaysia still thrive
2021-08-03 18:30
FANTASTIC GOOD NEWS FOR MALAYSIA: INTERVIEW: India's new palm oil rules to spur imports, unnerving refiners, says industry head
https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-08-03-story-h1568937864-FANTASTIC_GOOD_NEWS_FOR_MALAYSIA_INTERVIEW_India_s_new_palm_oil_rules_t.jsp
2021-08-03 19:34
Very good morning all
Notwithstanding there will be political uncertainty all of us still need these
Eat food a must to survive
All gardenia bread got palm oil
All biscuit contain palm oil (read the labels)
All teh tarik got palm oil
All cakes got palm oil
All ice cream got palm oil
Your tooth paste made of palm oil
Shampoo
Haircream
Lipstick
Detergent (palm oil is there when you wash clothes )
Every time you eat Kentucky fry chicken, pizza, McDonald and all other fastfood
When you drink Milo the most popular beverage . Lots of palm oil
When you eat Maggie Mee. Lots of palm oil
All pervasive is palm oil
When your baby drink milk formula (got palm oil byproducts)
50% of all supermarket products contain palm oil
As long as life exists in Malaysia there will be palm oil
It penetrates and permeates in all levels of life
2021-08-04 08:58
Why plantation companies are so low in the valuation as compare to technology companies ? looking at the plantation index, the fund simply not flowing in as compare to technology counters.
2021-08-04 09:31
@DannyArcher the government indeed has quality specification, we call PORAM spec for palm olein; and the quality is not low; they sell both 1x and 2x fractionated olein. please do not mislead reader with perception that palm oil quality is bad and not good for health, that is totally wrong.
there is no such thing as hot press or cold press for palm, palm oil is physically squeeze become crude palm oil, then go through mostly physical refining become RBD palm oil, which then fractionated become palm olein (the cooking oil fraction). It is way more cost efficient and high yield.
during this high CPO price time, palm plantation really earn a lots cause their palm tree was planted many years ago and subsequently collecting the oil for next 20 years. So yeah, plantation make handsome profit; but refinery, oleochemicals and subsequent downstream is not.
2021-08-04 09:36
calvintaneng
Note:
NSOP, RIVERVIEW, KFIMA & CHINTECK FIRED UP WITH "SPECIAL DIVIDENDS"
ONLY GOOD TREES BEAR LOTS OF FRUITS
SO GOOD TIMES ARE RETURNING TO PALM OIL
2021-08-03 12:30