THE INVESTMENT APPROACH OF CALVIN TAN

FA & TA OF PALM OIL: The Historical Charts Point to Much Much Higher Prices in Months ahead, Calvin Tan

calvintaneng
Publish date: Sat, 30 Apr 2022, 11:11 PM
calvintaneng
0 1,667
Hi Guys,

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

Dear Friends of i3 Forum

We have already picked Top 10 Palm oil Stocks based Solely on FA

That is Fundanmental Aspect

1) Simedarby Plant (Over 3.3 Million Acres world largest)

2) IOI Corp (432,000 Acres)

3) SOP (300,000 acres)

4) Thplant (240,000 Acres)

5) Bplant 220,000 Acres

6) Jtiasa 206,000 Acres

7) TAANN (200,000 Acres) Plus Top holder of SwkPlant

8) FGV over 300,000 Acres)

9) TSH Resources (About 200,000 Acres & 21.95% of InnoPlant)

10) Hs Plant (Only exception: About 100,000 Acres Cash Rich & Debt Free)

 

Now we look at TA: 

FA First & TA Will Tell Us TRENDING UP POTENTIAL

 

To See That We "SEE" THE PRICE CHART OF CPO

 

0100020003000400050006000700080009000
198219901998200620142022
7104.0

 

 

 

CPO Last World Record Was Rm4,000 per metric ton

Now is Rm7,100

So it is Up by Another 77.5%

 

Let us Look at Historic Price Chart of All 10

 

1. SimeDarby Plant

 

Market Summary > Sime Darby Plantation Bhd
5.24 MYR+0.23 all time
29 Apr, 5:00 pm MYT • Disclaimer
KLSE: SIMEPLT

1D
5D
1M
6M
YTD
1Y
5Y
Max
Open
5.29
High
5.29
Low
5.17
Mkt cap
36.24B
P/E ratio
16.06
Div yield
3.87%
52-wk high
5.46
52-wk low
3.27

 

SIMEPLANT Historic High Was Rm6.00

But that is not so accurate. Simeplant a spin off from Sime Darby

In bull run years of 2008, 2012 & 2014 Simeplant (In Simedarby actually crossed Rm12.00)

So we can expect SimePlant to cross Rm10.00

Monthly Harvest of FFB is almost 800,000 tonnes

 

2. IOI CORP

 

4.67 MYR+1.94 all time
29 Apr, 5:00 pm MYT • Disclaimer
 

1D
5D
1M
6M
YTD
1Y
5Y
Max
Open
4.68
High
4.69
Low
4.63
Mkt cap
29.35B
P/E ratio
19.02
Div yield
2.57%
CDP score
C
52-wk high
4.76
52-wk low
3.54

 

 

IOI CORP Historic high Was Rm6.53 when Cpo was Rm4,000

 

3. SOP

6.91 MYR+6.01 all time
29 Apr, 5:00 pm MYT • Disclaimer
 

1D
5D
1M
6M
YTD
1Y
5Y
Max
Open
6.60
High
6.95
Low
6.50
Mkt cap
4.00B
P/E ratio
7.75
Div yield
0.58%
52-wk high
7.22
52-wk low
3.30

 

SOP high was Rm7.04

Now 217,000 Acres are Prime Matured Should see Prices go higher to Rm10 to Rm12 range

 

4. ThPlant  

Market Summary > TH Plantations Bhd
1.03 MYR+0.20 all time
29 Apr, 5:00 pm MYT • Disclaimer
 

1D
5D
1M
6M
YTD
1Y
5Y
Max
Open
1.02
High
1.04
Low
1.00
Mkt cap
910.37M
P/E ratio
12.97
Div yield
-
52-wk high
1.17
52-wk low
0.45

 

ThPlant historic High Was Rm2.45 when Cpo was Rm4,000

Now?

 

5. BPlant

Market Summary > Boustead Plantations Bhd
1.16 MYR-0.01 all time
29 Apr, 5:00 pm MYT • Disclaimer
 

1D
5D
1M
6M
YTD
1Y
5Y
Max
Open
1.14
High
1.17
Low
1.13
Mkt cap
2.60B
P/E ratio
10.77
Div yield
7.20%
52-wk high
1.25
52-wk low
0.55

 

Bplant spin off from Boustead chart should go backward to see clearer

Bplant with 100 Years Asset History if Value Unlocked should trade Rm2 to Rm3

 

6. Jtiasa

Market Summary > Jaya Tiasa Holdings Berhad
1.16 MYR+0.26 all time
29 Apr, 5:00 pm MYT • Disclaimer
 

1D
5D
1M
6M
YTD
1Y
5Y
Max
Open
1.14
High
1.17
Low
1.11
Mkt cap
1.13B
P/E ratio
16.41
Div yield
-
52-wk high
1.25
52-wk low
0.56

 

Jaya Tiasa historic high was Rm3.35

A high beta Stock in Boom  years overshoot on Upside & in Bear overshoot on downside

Are we in Upside or Downside Trend?

 

7. TAANN (Great Peace)

6.15 MYR+3.44 all time
29 Apr, 5:00 pm MYT • Disclaimer
 

1D
5D
1M
6M
YTD
1Y
5Y
Max
Open
6.17
High
6.25
Low
6.10
Mkt cap
2.74B
P/E ratio
9.43
Div yield
5.69%
52-wk high
6.75
52-wk low

 

TAANN Historic high was Rm6.89 before bonus. Can expect Bonus from Taann again?

 

 

8.  FGV

Market Summary > FGV Holdings Bhd
2.03 MYR-3.29 all time
29 Apr, 5:00 pm MYT • Disclaimer
 

1D
5D
1M
6M
YTD
1Y
5Y
Max
Open
2.02
High
2.03
Low
1.99
Mkt cap
7.41B
P/E ratio
6.34
Div yield
3.94%
52-wk high
2.12
52-wk low
1.27

 

FGV IPO Price was Rm5.00

Felda should offer Rm3.00 to Rm4.00 to take FGV Private

 

 

9. TSH RESOURCES

Market Summary > TSH Resources Berhad
1.73 MYR+1.28 all time
29 Apr, 5:00 pm MYT • Disclaimer
 

1D
5D
1M
6M
YTD
1Y
5Y
Max
Open
1.72
High
1.73
Low
1.69
Mkt cap
2.39B
P/E ratio
14.09
Div yield
1.73%
52-wk high
1.89
52-wk low
0.98

 

 

TSH High was like IjmPlant both over Rm4.00

Tsh after ex bonus One free for Two is Rm2.60

 

Now with 5 Gold Mine Jackpot Lands in Nusantara

Plus taken Ecoworld Private at 40 sen a share (Year 2017)

Its 21.95% investment in InnoPlant

 

TSH Should Rise above Rm2.00 as IT IS EXTREMELY UNDERVALUE

Target should reach historic high of Rm2.60 & move up to Rm3.00 to Rm4.00 range

All  Palm oil Lover & Long Term Investor should have some TSH in his/her portfolio & hold tightly

 

 

10. Hs Plant

Market Summary > Hap Seng Plantations Holdings Berhad
3.27 MYR+0.21 all time
29 Apr, 5:00 pm MYT • Disclaimer
 

1D
5D
1M
6M
YTD
1Y
5Y
Max
Open
3.28
High
3.30
Low
3.19
Mkt cap
2.62B
P/E ratio
11.67
Div yield
5.20%

 

Hs Plant historic high was Rm3.78 when Cpo was only Rm4,000 (Now more by 77.5%)

Hs Plant should rise to Rm4.00 to Rm5.00 range

100% Debt Free

Free cash 52.21 sen

Dividend 60% from Profit

100% Pure Upstream in Sabah

Plus sells Spot

Hap Seng mother sell because it needed cash like Ltat selling Bplant to raise cash

 

ALL OF THE ABOVE 10 HAVE FA/TA & SUPER RUN POWER OF VERY HIGH CPO PRICES

 

We expect in  One to Two Years Time if Cpo Prices remain elevated due to War in Ukraine (Impacted Sunflower oil) , Embargo in Russia. Drought & Flood in Canada (Destroyed Canola crop, USA, Brazil (Flood in Mato Grosso & Drought in Parana  impact soybean) , Argentina, In NSW, Australia Canola too much rain quality dropped & the resumption of La Nina

ALL Palm oil Shares could go up 300% to 500% in Super Bull 

If it Morphed into Once A Century Biblical Famine like Joseph in Egypts' Time

Then we shall see many New Millionaires, Multi Millionares & even Billionaires Emerge

 

Warmest Regards

 

Calvin Tan

Jurong West

Republic of Singapore

 

Please buy or sell after doing your own due diigence or Consult Your Remisier/Fund Manager

 

 

 

 

News from Canola

Canola futures skyrocketed to a new record peak above the CAD 1,200 region, now up more than 15% since the beginning of 2022, supported by tighter global supplies. Canada's canola seedings are forecasted to decline 7% to 20.9 million acres in 2022 as farmers shift to alternate crops. The world's top producer, Canada, witnessed sinking inventories after a drought hit last year's harvest and cut output to the lowest since 2007. Supporting prices further were supply disruptions due to extreme spring rains and flooding in NSW and northern NSW that affected production and quality. On top of that, the war in Ukraine sent shockwaves through global agricultural markets, with higher production costs putting further upside pressure on prices.

 

Canola Price last record was USD600 now Almost Double to Rm1,200

Cpo will also Skyrocket like Canola Oil

 

 

0200400600800100012001400
20002005201020152020
1184.2

 

 

 

Soy Oil Jumps to Another All-Time High on Global Shortage Fears

  • War, hoarding, weather worries drive up vegetable oil prices
  • Corn nears decade high with ‘struggling’ Brazil crop in focus
 
 
SOYOIL ALSO VERY VERY HIGH
 
 
ALL PALM OIL COMPANIES ARE EARNING 200% TO 300% PROFITS AND EARNING LIKE NEVER BEFORE
 
While Prices are Still Lagging
 
SO PALM OIL SHARES ARE STILL RELATIVELY CHEAP AND WILL ALL GO BACK TO ITS HISTORICAL HIGH & THEN EXCEED THEM AS CPO HAS ALREADY BROKEN INTO NEW WORLD RECORD BY ANOTHER 77.5%
 
 
 
 

 

Warren Buffett Quote: “If a business does well, the stock eventually follows .”

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Discussions
Be the first to like this. Showing 13 of 13 comments

calvintaneng

Current Cpo price is Rm7100 and cpo future even higher above Rm7690

Suppose cost of Cpo production is Rm1600

Cpo at Rm3200
Profit is 100%

If Cpo Rm4800
Profit 200%

CPO RM6, 000
PROFIT 300%

Cpo possible to reach Rm8000

Profit will be 400%

So much profits rolling in?

Share prices of palm oil will hahaha!!

1 month ago

calvintaneng

Some people still think Cpo can fall back to Rm2,000 which is NOT TRUE OR POSSIBLE FOR THESE REASONS

After 50 Years since the 1970s Oil Shock Crude oil has seldom return to its USD20 plus lows

See 70 year chart
https://www.macrotrends.net/1369/crude-oil-price-history-chart

The game changer 50 years ago was the Arab OIl Embargo

The game changer now is Palm oil's turn

Chagrin with Relentless lies by Esg against Palm oil Indonesia has decided to ban palm oil export to push up prices

Since 2018 for four years due to Green peace Attack Indonesia & Malaysia have stopped converting palm oil from forest, peat soil or lands near river.

So while world population increased by another 320 millions (Each year population up by 1% out of World 8 Billion people)

is 80 millions

80 millions x 4 years = 320 Million (Entire population of USA) while there is not a corresponding of supply

SO CPO PRICES WILL FROM NOW REMAIN ELEVAED DUE TO POPULTION INCREASE, PRODUCTION CURBED BY ESG ATTACK, HIGH FERTILIZER COST, ADVERSE WORLD WEATHER

JUST INVEST AND HOLD PALM OIL LONGER TERM AS A HEDGE TO HIGH INFLATION YET TO COME

1 month ago

DickyMe

Waiting for massive crash. All the signs are playing out well.

1 month ago

calvintaneng

Hahaha

I thought who gave a comment ?

it turns out the same insane fella calling for a crash when things are CLEAR AS CRYSTAL NOW FOR ALL WHO GOT EYES TO SEE.

LOL!!!

1 month ago

StartOfTheBull

This fella has nothing better to do, throwing stones in i3 forums.

1 month ago

stockraider

Memang benar 2008....Fcpo drop from Rm 4000 to Rm 1500 a drop of 62.5% loh!
That time min gaji in 2008 is only Rm 500 mah!
Now gaji Rm 1500 mah! To drop back by 62.5% gaji will need to drop back to Rm 563 mah!

Impossible loh...gaji will never drop back even to Rm 1200 loh!

Now coming back palmoil....if gaji cannot even drop back even to Rm 1200 in the next 5 yrs do u think palm oil can drop from Rm 7,400 to Rm 2761 meh ??

Impossible mah....even it drop back to Rm 4,000 it is quite difficult loh!

Thus must have logic by taking inflation into account mah!

Your father time 5 sen....can buy chicken rice....today u need rm 7.50....can chicken rice drop back to 5 sen per plate leh ?? Impossible mah!

1 month ago

calvintaneng

Inflation and hyperinflation will be coming due to the synchronized money printing by USA, Japan, EU and almost all other nations debasing paper currencies

1 month ago

calvintaneng

Palm oil has a double protection against the ravages of high inflation

1. Cooking oil rise will benefit palm oil directly

2. The underlying assets on which palm oil are grown are lands

Lands which can only appreciate with population growth and the ever expanding infrastructure that opens up value

Plus North south highway, Ecrl and Pan Borneo highways have all added value to palm oil estates in their expanding route

Bill Gates, Jeff Bezos and even Warren Buffet likes farmlands

1 month ago

Wizman

We can expecting POWERFUL Palm Oil Super-Bull 2022-2023 with unprecedented historical high CPO in our life-time 6,000-7,000-8,000 tone 2022 & 2023 [no more cheap CPO for many years to come]. Retail investors buy palm oil stocks maximize possible to hedge severe global inflation+global food crisis+weaker currency RM. Deposit money FD in banks only get very low interest & depreciate value...Investing in palm oil stocks can enjoy at least 100% and more return, plus 5%-10% dividends. Furthermore, most palm oil stocks are severe UNDERVALUE....Buy & Hold Palm Oil Stocks sure win big 2022-2023!!!

1 month ago

stockraider

Remember loh!

The current Plantation share price valuation is based on CPO Rm 4000 mah!

If CPO sustained above Rm 4000 for say 1 year....a very big rerating is coming mah!

For your info....the current CPO is above Rm 7000 mah!

1 month ago

StartOfTheBull

https://edition.cnn.com/2022/05/02/business/gcc-food-security-mime-int...
-------------------------------------------------------
*A strategy that gained popularity and unwelcome attention after 2008 was the purchase of cheap farmland abroad. Saudi Arabia was among the leading Gulf states investing in overseas agriculture in countries like Sudan, Kenya and Ethiopia after reducing wheat production by about 12.5% annually in 2008 to save the kingdom's scarce water supplies. The practice has been criticized by activists for allegedly denying impoverished farmers access to farmland and resources*
----------------------------------------------------
If local funds dislike plantations stocks foreign funds maybe very happy to buy and indirectly own some local farmlands.

1 month ago

calvintaneng

Msci has included 2 palm oil stocks : Tsh and Taann out of 6 selected

that means Foreign Funds gave 33% weightage to palm oil

thus this time of weakness is best opportunity to add more

1 month ago

stockraider

Correctloh Palmoil plantation is the best way to hide mah!

U r effectively involve with food production mah!

1 month ago

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