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 1,789
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 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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Discussions
1 person likes this. Showing 16 of 16 comments
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..
2022-06-21 06:47
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
2022-06-21 07:06
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
2022-06-21 15:53
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
2022-06-22 08:44
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
2022-06-22 11:51
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
2022-06-22 13:08
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.
2022-06-22 13:08
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
2022-06-22 13:22
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
2022-06-22 13:24
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calvintaneng
Post removed.Why?
2022-06-21 00:01