THE INVESTMENT APPROACH OF CALVIN TAN
THE SELL DOWN OF PALM OIL SHARES PRESENT US WITH THE "BARGAINS OF THE CENTURY" NOW!, Calvin Tan
calvintaneng
Publish date: Mon, 07 Mar 2022, 04:29 PM
calvintaneng
0 1,798
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.
Dear Friends and Investors of i3 Forum
Today the carnage in Tech Bubble Bursting has dragged down Palm oil shares. Plus the ill informed media saying Palm oil prices rising caused "Demand Destruction" caused panic selling because India cancelled some orders from Malaysia
Plus Citigroup onbehalf of Epf blindly dumping all Palm oil shares across the Board present Value Investors great opportunity to scoop up bargains
1) NASDAQ BUBBLE TECH STOCKS BALLOON PIERCED BY THE SHARP NEEDLE OF RISING INTEREST RATE
ARK INVEST PORTFOLIO OF TECH STOCKS HAVE IMPLODED
Malaysian Tech now falling left & right light Tent Pins. Margin calls on Tech & force selling caused over 1,000 counters to fall today
2) THE FAKE NEWS OF "DEMAND DESTUCTION" FOR PALM OIL DUE TO HIGH PRICES AND INDIA CANCELLING ORDERS IHAS DONE ITS DAMAGE
Far from it. It is NOT Demand Destruction but "AVERSION TO HIGH PRICES" instead. Demand is still there as India's 1.35 Billion Populations still need to eat food. As such India is turning to USA & South America for Soyoil. But with on-going drought in Brazil & Argentina there is scarce Soyoil. And India turned to Indonesia & requested for less Cpo for Biodisel so that Indonesia could use more Cpo for food
Alas! Brent oil jumped to USD130 & Indonesia will be hardpressed as its import Crude Oil in hard currency. Now all the more Indonesia need its Palm oil for its own Biodisel program
So this fake news of "Demand Destruction" only affected Palm oil stock melt down in Malaysia (NOT IN SINGAPORE OR INDONESIA: Where Palm Oil Stocks are doing fine
See
| SGX: Wilmar Intl (F34) | WILMAR INTERNATIONAL LIMITED |
| Last Price | Today's Change | Day's Range | Trading Volume |
| 4.70 |
 +0.03 (0.64%) |
4.68 - 4.77 |
17,358,300 |
| SGX: First Resources (EB5) | FIRST RESOURCES LIMITED |
| Last Price | Today's Change | Day's Range | Trading Volume |
| 2.12 |
+0.07 (3.41%) |
2.08 - 2.17 |
7,888,900 |
MALAYSIA MEDIA TELLING "LIES" ABOUT PALM OIL "DEMAND DESTRUCTION"
(Note: In Singapore Palm Oil Stocks listed in Indonesia has no such "lies" from Media are all green green today.)
| Last Price | Today's Change | Day's Range | Trading Volume |
| 0.795 |
+0.02 (2.58%) |
0.785 - 0.80 |
4,123,800 |
Bumitama we bought at 46 sen is up 39.5 sen (Up 85.8%)
Incidentally IOI CORP of Malaysia will benefit the most as it owns 31.4% of Bumitama (Sgx)
But ignorant people selling down Ioi Corp
Not only Bumitama, in Singapore Wilmar & First Resources Palm oil are up as well
Then who is selling IOI CORP
3) CITIGROUP THROUGH EPF HAS BEEN SELLING ALL PALM OIL SHARES ACROSS THE BOARD
See IOI CORP
| IOI CORPORATION BERHAD |
Particulars of substantial Securities Holder
| Name | EMPLOYEES PROVIDENT FUND BOARD |
| Address |
Tingkat 19, Bangunan KWSP Jalan Raja Laut Kuala Lumpur 50350 Wilayah Persekutuan Malaysia. |
| Company No. | EPF ACT 1991 |
| Nationality/Country of incorporation | Malaysia |
| Descriptions (Class) | Ordinary Shares |
Details of changes
| No | Date of change |
No of securities
|
Type of Transaction | Nature of Interest |
| 1 | 01 Mar 2022 |
228,900
|
Disposed | Direct Interest |
| Name of registered holder | Citigroup Nominees (Tempatan) Sdn Bhd-Employees Provident Fund Board | |||
| Address of registered holder | Level 42, Menara Citibank 165 Jalan Ampang 50450 Kuala Lumpur | |||
| Description of "Others" Type of Transaction | ||||
| 2 | 01 Mar 2022 |
453,200
|
Disposed | Direct Interest |
| Name of registered holder | Citigroup Nominees (Tempatan) Sdn Bhd-Employees Provident FD BD (NOMURA) | |||
| Address of registered holder | Level 42, Menara Citibank 165 Jalan Ampang 50450 Kuala Lumpur | |||
| Description of "Others" Type of Transaction | ||||
| 3 | 01 Mar 2022 |
100,000
|
Acquired | Direct Interest |
| Name of registered holder | Citigroup Nominees (Tempatan) Sdn Bhd-Employees Provident FD BD (CPIAM EQ) IC | |||
| Address of registered holder | Level 42, Menara Citibank 165 Jalan Ampang 50450 Kuala Lumpur | |||
| Description of "Others" Type of Transaction | ||||
| 4 | 01 Mar 2022 |
756,400
|
Disposed | Direct Interest |
| Name of registered holder | Citigroup Nominees (Tempatan) Sdn Bhd-Employees Provident FD BD (NIAM EQ) IC | |||
| Address of registered holder | Level 42, Menara Citibank 165 Jalan Ampang 50450 Kuala Lumpur | |||
| Description of "Others" Type of Transaction | ||||
| Circumstances by reason of which change has occurred | Acquisition and disposal of shares |
| Nature of interest | Direct Interest |
| Direct (units) | 764,012,573 |
| Direct (%) | 12.297 |
| Indirect/deemed interest (units) | |
| Indirect/deemed interest (%) | |
| Total no of securities after change | 764,012,573 |
| Date of notice | 02 Mar 2022 |
| Date notice received by Listed Issuer | 04 Mar 2022 |
SOLD BY WHO?
See
| 01 Mar 2022 |
756,400
|
Disposed | Direct Interest | |
| Name of registered holder | Citigroup Nominees (Tempatan) Sdn Bhd-Employees Provident FD BD (NIAM EQ) IC | |||
Why is Citigroup selling IOI CORP if it is making money?
See
Changes in Sub. S-hldr's Int (Section 138 of CA 2016)
| SIME DARBY PLANTATION BERHAD |
Particulars of substantial Securities Holder
| Name | EMPLOYEES PROVIDENT FUND BOARD |
| Address |
Tingkat 19, Bangunan KWSP Jalan Raja Laut Kuala Lumpur 50350 Wilayah Persekutuan Malaysia. |
| Company No. | EPF Act 1991 |
| Nationality/Country of incorporation | Malaysia |
| Descriptions (Class) | Ordinary Shares |
Details of changes
| No | Date of change |
No of securities
|
Type of Transaction | Nature of Interest |
| 1 | 01 Mar 2022 |
1,000
|
Disposed | Direct Interest |
| Name of registered holder | Citigroup Nominees (Tempatan) Sdn Bhd - Employees Provident Fund Board | |||
| Address of registered holder | Level 42, Menara Citibank, 165 Jalan Ampang, 50450 Kuala Lumpur | |||
| Description of "Others" Type of Transaction | ||||
| 2 | 01 Mar 2022 |
808,312
|
Disposed | Indirect Interest |
| Name of registered holder | Citigroup Nominees (Tempatan) Sdn Bhd - Employees Provident Fund Board (AMUNDI) | |||
| Address of registered holder | Level 42, Menara Citibank, 165 Jalan Ampang, 50450 Kuala Lumpur | |||
| Description of "Others" Type of Transaction | ||||
Again we know Simedarby Plant is the World Biggest Palm oil holders with 3.3 Million acres
CPO Now over Rm7,000 a ton SimePlant should be earning the most money & will outperform.
So why is Citigroup selling for Epf this National Treasure of Malaysia
Changes in Sub. S-hldr's Int (Section 138 of CA 2016)
| HAP SENG PLANTATIONS HOLDINGS BERHAD |
Particulars of substantial Securities Holder
| Name | EMPLOYEES PROVIDENT FUND BOARD ["EPF"] |
| Address |
Tingkat 19, Bangunan KWSP Jalan Raja Laut Kuala Lumpur 50350 Wilayah Persekutuan Malaysia. |
| Company No. | EPF ACT 1991 |
| Nationality/Country of incorporation | Malaysia |
| Descriptions (Class) | Ordinary shares |
Details of changes
| No | Date of change |
No of securities
|
Type of Transaction | Nature of Interest |
| 1 | 01 Mar 2022 |
352,000
|
Disposed | Direct Interest |
| Name of registered holder | Citigroup Nominees (Tempatan) Sdn Bhd - EPF | |||
| Address of registered holder | Level 42, Menara Citibank, 165 Jalan Ampang, 50450 Kuala Lumpur | |||
| Description of "Others" Type of Transaction | ||||
| Circumstances by reason of which change has occurred | Disposal of 352,000 ordinary shares by Citigroup Nominees (Tempatan) Sdn Bhd - EPF on 1 March 2022 |
| Nature of interest | Direct Interest |
| Direct (units) | 53,365,700 |
| Direct (%) | 6.673 |
| Indirect/deemed interest (units) | |
| Indirect/deemed interest (%) | |
| Total no of securities after change | 53,365,700 |
| Date of notice | 02 Mar 2022 |
| Date notice received by Listed Issuer | 04 Mar 2022 |
Again why is Citigroup (outsourced by EPF) selling away Hs Plant shares for in a few days Hs Plant will be giving a nice 15.5 sen dividend
This sell down is across the board in KLK, Tsh resources, UPlant & many many others in a time when Foreign Funds have taken advantage to buy up Malaysian Oil Palm shares on the cheap?
For whatever reason PALM OIL STOCKS IN MALAYSIA ARE UNDULY OVERSOLD
AND THEY ARE NOW THE BARGAIN OF THE CENTURY FOR THOSE WHO DARE TO BUY IN FEAR NOW
Best regards
Calvin Tan
Please buy or sell after doing your own due diligence or consult your remisier/Fund Manager
| Name | Month | Open | Last Done | Change | Vol | OI | Sett. Price |
|---|---|---|---|---|---|---|---|
| FCPO | Mar 2022 | 7,000.00 | 7,080.00 |
+300.00
|
83 | 2,788 | 6,780.00 |
| FCPO | Apr 2022 | 6,872.00 | 7,030.00 |
+440.00
|
1,193 | 24,394 | 6,590.00 |
| FCPO | May 2022 | 6,547.00 | 6,608.00 |
+332.00
|
15,211 | 63,772 | 6,276.00 |
FCPO MARCH 2022 HAS REBOUNDED TO RM7,080 (NEW WORLD RECORD)
Last world record Rm4,000 in years 2008, 2012 & 2014
Today New Record prices up a whopping 77% over last record of Rm4,000
THE PALM OIL SUPERBULL IS YET AHEAD AND WILL BE UNSTOPPABLE!
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Discussions
1 person likes this. Showing 8 of 8 comments
Calvin Tan - The Palm Oil Hero at i3investor :) Those who had cared to read Calvin's arguments over the past one year-plus would be sitting comfortably now. Despite the recent drop in most plantation counters. In retrospect it was so obvious. These counters had been grossly undervalued since investors had chosen to ignore. Only came in when the crowd had already pushed the prices up. But there could be a second chance for a bite for those who had missed earlier.
2022-03-07 18:40
Mat Cendana
Thank you for the good encouraging words
Yes. Calvin remembers you were an early birb that catches the best worms (stocks)
Great job
2022-03-07 19:29
https://www.palmoilanalytics.com/
Fcpo March 2022 now Rm7,100
VERY VERY HIGH AND REAL PROFITS THAT WILL LATER TRANSLATE TO REAL DIVIDEND CASH PAY OUT LIKE WARREN BUFFET'S SEE'S CANDY AS CPO IS A CASH CROP!
2022-03-07 19:31
Thanks Calvin for your analysis. Your posts gave me confidence in plantation.
2022-03-07 20:00
Happy morning all
All who bought in FEAR last are sitting on the "Best bargain buys" for a very long time as the rested Palm oil Bull is charging afresh with vigor !
2022-03-10 07:00
Get ready to buy more if any today
We are confirmed in Super earning trend in palm oil
Palm oil 100% to 300% earning is towering over all others
2022-03-28 08:50
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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....
Wizman
Well done, bro calvin for ur good sharing! FYI, top retail investors had bought huge palm oil stocks last few months and retail investors, must think wisely to invest & hold palm oil stocks and witness Palm Oil Stocks Super-Bull-Run in 2022-2023 going to happened...
2022-03-07 18:13