THE INVESTMENT APPROACH OF CALVIN TAN

PALM OIL VERSUS GLOVES VERSUS TECH, Why Palm Oil is Totally Different from Glove or Tech Explained, Calvin Tan

calvintaneng
Publish date: Mon, 20 Jun 2022, 11:50 PM
calvintaneng
0 1,676
Hi Guys,

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

Dear Invesors of i3 Forum

Last year we posted IJMPLANT at Rm1.86 Versus Harta at Rm9.98 (Palm oil Versus Gloves)


See

IJMPLANT (2216) Rm1.86 Versus HARTALEGA GLOVE (5186) Rm9.98 COMPARE & CONTRAST THEIR PROSPECTS, Calvin Tan Research

See Full Post on Comments Page

KLK Took IJMPLANT Private at Rm3.10 while Harta has crashed to Rm2.82 (Below IJMPLANT Privatised price)

Last Price of Hartalega as at 20 June 2022

2.82

Today's Change

0.00 (0.00%)

Day's Change

2.79 - 2.88

Trading Volume

3,546,200


Why Gloves still cannot chase now?

Answer:

Because China which produced the Glove Auto Making Machines are now in TOTAL GROSS OVER PRODUCTION

Churning out Billions & Trillions of Medical Gloves

Gloves are Man Made and confined to Tall Factories. Can be set up in just 3 months & production continues non stop 24 hours day and night Robots


So there is now Huge Glut of Gloves leading to fierce Price War

Next few qtrs we will see more damage from China Gloves price war


Palm oil has high time barrier to entry and it will take 5 years for Palm oil 1st planting to 1st Drop of cooking oil (5 Long Years Time Barrier)

Palm oil needs abundant lands, rainfall, sunshine & human labour which China does not have

Since it is by nature (not man made) it has only 12 hour sunlight


As a result China is even coming to Sabah to invest in Palm Oil


China keen to invest in Sabah's palm oil industry

KOTA KINABALU: China is keen to explore investment opportunities in Sabah's palm oil industry.

This is among the areas the Chinese government is interested to tap into, Chinese Foreign Minister Wang Yi told Sabah Deputy Chief Minister Datuk Seri Dr Jeffrey Kitingan in a meeting here on Saturday (June 4).

The two leaders discussed potential bilateral trade ties and potential investments into the Bornean state as China and Sabah agreed to forge closer economic and cultural links.

They also covered issues on technology transfers in various fields particularly in the agriculture and fisheries industries.


SO THERE IS NO THREAT TO PALM OIL UNLIKE GLOVES BEING WHACKED


PALM OIL VERSUS TECH

















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1 person likes this. Showing 14 of 14 comments

calvintaneng

IJMPLANT (2216) Rm1.86 Versus HARTALEGA GLOVE (5186) Rm9.98 COMPARE & CONTRAST THEIR PROSPECTS, Calvin Tan Research

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/...

1 month ago

calvintaneng

CHINTECK VERSUS FRONTKEN: Why Palm Oil Stocks Now Better than Technology Stocks, Calvin Tan Research

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/...

Now Chinteck up by 35% & Fronken dropped by 25%

FED Raising interest rate bad for Tech as it depends on future profit
If interest high Tech hard to borrow or get Funding

PALM OIL IS HARVESTED TWICE A MONTH AND SELLS CASH (NO OBSOLETE STOCK LIKE OUTDATED PHONE MODELS

1 month ago

gohkimhock

Calvin you should trade the commodity market instead of the equities. At least one less thing for you to worry about - expenses. There is also no need to study financial statements and you can predict the next quarter easily..

1 month ago

calvintaneng

Good morning Mr Goh

Trading is not my cup of tea

Investing yes. Behind every stock is a company selling real goods or providing services which benefit mankind.

Now I see high cooking oil prices and I know the ultimate beneficiary will be palm oil company that produced it. With high inflation it is better to invest in palm oil company to ride on the real commodity boom of palm oil for years to come

The rise of Crude oil in the 70s was a new normal then .

And going forward with war, climate change and limited lands plus world population growth the new normal for palm oil will be very high prices for years to come

So we stay invested

1 month ago

gladiator

Still no new hidden gem shares to promote?

1 month ago

calvintaneng

gladiator

now outside is a financial storm brewing due to Fed raising interest rate to cool inflation

Tech will be hit

gloves game over due to China fierce price war

construction sees high material and wages cost

businesses will see tough times as recession bites

only safety for now is palm oil

why?

because War in Ukraine push up sunflower oil, drought and floods destroyed crops

so there will be stagflation

recession but high food prices

so we hide in the safety of palm oil till all calamity be over

now Go buy back your SOP

register and Vote for one free Sop bonus for two

1 month ago

calvintaneng

Cooking oil prices will rise by 1st of July

Palm oil co main beneficiary

Same cannot be said about gloves as China now undercutting prices so gloves ASP will be down

1 month ago

Goodprofit

Palm oil is not a beneficiary less usage if prices increase

1 month ago

calvintaneng

how to use less palm oil?

everyday we eat food
and cooking oil is used

roti canai full of palm oil and milk creamer in teh tarik not milk but palm oil

1 month ago

calvintaneng

Correct

if we Benchmark palm oil to both canola or soyoil palm oil value should be above Rm5800

so if they don't fall lower then palm oil should remain firm or rebound up

1 month ago

i3gambler

At this moment,
US Soybean Oil =72 cents / lb
USD / MYR = 4.40

In RM / mT = 0.72 * 2204 * 4.40 = 6982 RM / mT.

However historically palm oil was 15% discount to Soybean Oil,
Therefore Fair CPO price = 0.85 * 6982 = RM5935,

The current CPO down trend is due to Indonesia.

1 month ago

VTrade

Can take alook on calculation

1 month ago

calvintaneng

Correct

once Indon small surplus stocks of cpo taken up Cpo prices will be clearer

As of now Pakistan is running out of cooking oil

1 month ago

calvintaneng

On this planet is 8 billion people needing food daily plus population growth of 80 million (1% a year) long term uptrend demand for food and cooking oil will always go up

1 month ago

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