Latest TP from various research house : HL:RM2.42 (buy); RHB :RM2.35 (buy) & Kenanga:RM2.00 (market perform)

With the profit increased by 55% from 18mil to 28mil..price was stagnant??

Result good but price at low... Dividend in general was good.
Take opportunity to accumulate ..as the plan oil price is high.

Today performance is Great...

Yes....

PETALING JAYA: Crude palm oil (CPO) futures crossed above the RM3,000 per tonne mark yesterday, a level not seen since September 2012, bouyed by the weaker ringgit against the US dollar as well as the still tight palm oil inventory situation.

The third-month benchmark CPO contract for Feb touched a high of RM3,089 per tonne before closing RM82 higher at RM2,976 per tonne.

MIDF Research analyst Alan Lim expected CPO prices to remain high trading at RM2,500-RM3,000 per tonne range in the next three months.

No matter what... there are limited external environment impact to Malakoff.. The RM/USD impact is just for awhile.
So, Accumulted some lots at RM1.40

Any price drop is the opportunity to accumulate..still q at RM1.42 for few days, as already bought some from1.48 ~1.43

KUALA LUMPUR (Nov 8): Malaysian palm oil futures hit their highest in two years and eight months in early trade on Tuesday, as concerns of declining output and stronger soyoil supported prices.

Benchmark palm oil futures for January on the Bursa Malaysia Derivatives Exchange rose 1.9% at RM2,843 (US$677) a tonne at the close of trade. It earlier touched RM2,863, its strongest level since March 2014.

Traded volumes stood at 53,195 lots of 25 tonnes each.

"The market is really bullish because of the data," said a futures trader based in Kuala Lumpur, citing a 3.7% decline in October output from the month before, based on numbers from the Malaysian Palm Oil Associatio

Look like there are few big players in and out just to push the price down.... ItraMad, Caltech

Good time to accumulate WA again..

吉隆坡31日讯）非石油输出国组织（OPEC）产油国，未明确承诺要加入冻产行列，料对本周富时隆综指（KLCI）和令吉的走势不利，加上近期缺乏催化剂，综指料陷横摆格局。

达证券研究主管卡拉德表示，非OPEC成员国并没有明确表示，要加入成员国的限产行列以抬高油价，这或导致双方最后无法达成协议。

不仅如此，伊朗、利比亚和尼日利亚，也拒绝任何冻产协议，更何况是减产。

负面消息拖累上周五原油价格滑落2.1%至每桶48.70美元，再加上美联储即将在周二和周三举行会议，也可能对综指和令吉本周的走势不利。

令吉已连续第四天贬值，截至傍晚7时，兑美元企于4.1968。

卡拉德说，综指缺乏攀扬的催化剂，且在等待美国总统大选结果出炉之际，综指顶多也只会呈横摆状态。

“如果美国捎来意料之外的结果，将导致外资大举撤资，因在美元兑其他区域货币进一步走强的预期下，资金将会回流美国。”

反之，若美国维持现状，则综指近期或会出现暂时的反弹，但涨势可能会因为美国在12月升息、不吸引人的第三季业绩，和油价不稳定的因素而受限。

因此，卡拉德建议投资者谨慎投资，在作出决定时必须保持防御性和选择性。

令吉疲弱利出口商

另外，在令吉疲弱的情况下，出口商将持续从中受惠，可选择逐步投资被低估的蓝筹股，如国家能源（TENAGA，5347，主板贸服股）、联昌国际（CIMB，1023，主板金融股）、马拉卡（MALAKOF，5264，主板贸服股）和云顶（GENTING，3182，主板贸服股），以在年杪的潜在涨势中受惠。

Bro, slowly accumulate , never in 1 shot

Matched some at RM 1.46

Good opportunity to accumulate at RM1.48 and below

Basically, the fundamental of Malakoff is unchanged but there is a cycle especially for plant maintenance. So, any further down is the opportunity to accumulate...

For me, the price is close to bottom. So, the risk is minimum but the opportunity to up much higher..just need a little bit patience..

Today got the opportunity to accumulate at RM0.31. ..

KUALA LUMPUR (Oct 28): Malaysian palm oil futures were little changed on Friday, aided by bullish sentiment and strong fundamentals, securing their third weekly gain.

Benchmark palm oil futures for January on the Bursa Malaysia Derivatives Exchange closed the week's trade 0.07% higher at 2,789 ringgit (US$664.52) a tonne. Traded volumes stood at 28,177 lots of 25 tonnes each.

The contract has climbed 2.3% this week, recording its third consecutive weekly gain.

The Malaysian futures contract had on Monday surged to a more than two-year high of 2,822 ringgit on lower output data and an uptrend in Chinese vegetable oils, which also rose to their highest levels in about two years.    

Palm oil may retest a resistance at 2,822 ringgit per tonne, a break above which could lead to a gain to the next resistance at 2,852 ringgit, according to Reuters commodities and energy markets technical analyst Wang Tao.

A Kuala Lumpur-based trader said the market was lacklustre on Friday, although overall sentiment was optimistic.

"Palm fundamentals are positive. Generally the market is quite cautious, staying on the sidelines anticipating the ITS and SGS data estimates next Monday," he said, noting that traders were already expecting export numbers for the month of October to fall between 5% and 8%.

"Production is expected to increase marginally and demand remains moderate, so there is no catalyst from there," he added.

Another trader said the market lacked action as traders unwind position for the holiday weekend. He noted external markets such as the Dalian Commodity Exchange and Chicago Board of Trade were holding well, which helped buoy sentiment for palm.

"I don't think there will be much changes to the export figures coming out next week. The market does not think there will be surprises therefore it is drifting sideways," he said of industry data to be released on Monday.

The Chicago Board of Trade's December soybean oil contract rose as much as 0.88%.

On the Dalian, the January soybean oil contract slid as much as 0.06%, while the January contract for palm olein inched up as much as 0.27%.

Palm oil is impacted by movements of related vegetable oils, as they compete for a share in the global edible oils market.

 Palm, soy and crude oil prices at 1054 GMT

 Contract                     Month      Last    Change         Low       High       Volume  MY PALM OIL               NOV6          2798     0.00        2775       2807          165  MY PALM OIL               DEC6          2790     0.00        2770       2808         1439  MY PALM OIL               JAN7          2789     2.00        2767       2807        18705  CHINA PALM OLEIN          JAN7          6030    16.00        5896       6038      1062768  CHINA SOYOIL              JAN7          6758     -4.00        6666       6770       627524  CBOT SOY OIL              DEC6          35.4     0.30       35.01      35.56         9718  INDIA PALM OIL            OCT6        536.50     0.30      536.10      537.1          908  INDIA SOYOIL              NOV6         670.3     -2.95       670.1      678.2        31280  NYMEX CRUDE               DEC6         49.47     -0.25       49.41      49.81        55026     Palm oil prices in Malaysian ringgit per tonne   CBOT soy oil in U.S. cents per pound   Dalian soy oil and RBD palm olein in Chinese yuan per tonne   India soy oil in Indian rupee per 10 kg   Crude in U.S. dollars per barrel

 (US$1 = 4.1945 ringgit)

Disposed again..

Good time to accumulate again...

Allocation of 2017 budget on UIA/Mara

See some light in the tunnel..but the best yet to come based on the facts:
- one of the reputable bumi construction company
- plantation and property business are getting better shape
- present price is at the bottom
- good visibility and potential to secure most projects.

http://www.theedgemarkets.com/my/article/palm-rises-six-month-high-stronger-soy-though-demand-weighs

Good to accumulate some lots at RM0.62 ..

Still confident CCMBIO will able to perform for mid term. RM2.40 is my year end target. Since dividend payout is reasonable , why worry especially the price is not at high.. just wait the goose to lay golden egg especially coming 2-3 years...

Opportunity to accumulate .. as the property business and plantation should be better for AZRB compare with previous q..

Below is the prospect from previous q:
The Group’s Construction Division remaining order book balance as at the date of this 2nd
Quarter Report stands at RM4.357 billion. We are positive on our prospects of adding to and enhancing the order book. Therefore, the Construction Division is confident to give
continued strong performance in future quarters.

The Oil and Gas Division expects to remain steady despite the continuing prolongation of
weak global oil prices and sentiments. The division also expects increasing contribution from its operations at Tok Bali Supply Base as the port continues to develop and mature.

The Plantation Division expects yields of Fresh Fruit Bunches (FFB) to continually improve, thereby generating higher revenue going forward. The division also expects to improve its overall contribution to the Group through increasing yields and stringent cost
controls being implemented. The division has also commenced construction on its maiden palm oil mill which would greatly help the division in delivering desired results to the Group beginning next year.

The Property Division is currently planning and embarking on several residential development projects for launch in 2016 and 2017. Upon the successful launches of these projects, the Property Division will be expected to contribute positively to the Group. As at the date of this report, the division has development projects with an estimated Gross Development Value (GDV) of RM1.4 billion. The facilities management business under the Property Division has started to contribute a steady flow of income upon commencement of the asset management services of IIUM Medical Centre during 2nd quarter of 2016

Disposed all WA to take profit...good..

Yee Lee Corp Bhd has secured the distribution rights of Japanese soft drink brand Suntory beverage for three years in Peninsular Malaysia.

According to its bourse filing today, Yee Lee said its unit Yee Lee Marketing Sdn Bhd had entered into a distribution agreement with Suntory Beverage

Accumulated back some lots at RM1.15..after disposed most a week ago.

Opportunity to accumulate as the market is better after the BOJ and Fed Rate...

http://www.thestar.com.my/business/business-news/2016/09/21/kwap-seeks-higher-returns/

As CCMDBIO is under expansion mode and the drop of RM, the drop in eps is tolerable..will see better profit by coming year.

KUALA LUMPUR (Sept 20): Malaysian palm oil futures surged to their highest in five months on Tuesday, recording a third straight session of gains, in response to tight supplies and strength in rival oils.

Benchmark palm oil futures for December on the Bursa Malaysia Derivatives Exchange surged 1.9% to RM2,693 (US$651) a tonne at the end of the trading day.

It earlier touched an intra-day high of RM2,725, its highest since April 22.

Traded volumes stood at 57,726 lots of 25 tonnes each, higher than the 2015 average of 44,600.

The market is up on tight supplies, said a trader in East Malaysia, adding that rising soyoil on the Chicago Board of Trade and China's Dalian Commodity Exchange also lifted palm

Palm oil output from Malaysia, the world's second-largest producer, is still showing lagging effects of last year's dry weather El Nino, resulting in lower than average crop yields.

Malaysian production in August rose 7.3%, but registered its lowest August levels since 2012.

"Exports were also not too bad," the East Malaysian trader added, referring to export data from cargo surveyors which fell less than expected.

Palm oil shipments from Malaysia fell 11–12% during the Sept. 1–20 period versus the same duration last month.

Traders were expecting a sharper dip after record exports in August of 1.8 million tonnes, according to data from industry regulator the Malaysian Palm Oil Board.

A narrowing spread between palm and rival oilseed soy has shifted some demand to soy, dampening palm shipments in recent weeks. Consumers tend to prefer soyoil for cooking to palm and both compete for a share of the global edible oils market.

Chicago soybeans rose for a fourth straight session as excessive rains in parts of the US delayed harvesting and raised concerns about crop quality.    

The Chicago Board of Trade's soybean oil December contract rose 1.6%, while the January soybean oil contract on the Dalian Commodity Exchange also gained 3.1%.

Palm oil is expected to rise to RM2,761 per tonne, as it has cleared a resistance at RM2,651, according to Reuters market analyst for commodities and energy technicals Wang Tao.

in general the break even cost is about RM1900, if CPO price is about RM2400 should be considered good profit. I don't think CPO price will touch RM2800 so soon due to present poor economy.. I'm more concerned about the performance of logging business of JTiasa , as I expect CPO price should not lower than RM2200.

JTiasa is worth for mid term. At present price, it present value is just superb..about RM13K per acre for plantation land give you a free logging business. of course you need to be patient to harvest the fruit...

With the success of EPF Simpanan Syariah to achieve RM41b at this moment, BIMB will in the spotlight again..

Disposed most than half to take profit..

The raw water rate increased was not significant impacted to PBA as the result of Q result was better than previous Q..

http://www.thestar.com.my/business/business-news/2016/08/24/palm-oil-edges-up-on-strong-exports/

Further accumulated few lots at RM1.60..

Further accumulated some lots...good things about Taliwrk is quarterly good dividend, strong partnership with EPF means high chances to become target of i-EPF and existed loss making business in China with gain.....

From the AGM, expect better result to be announced on 25th Aug with dividend...

Good result, expect share price will climb over RM1.70 ..

As further down is limited, further drop will provide opportunity to accumulate for mid and long term....

http://www.stockhut.com.my/news/200358 comment..

Matched some lots at RM0.405..

KUALA LUMPUR: Malaysian palm oil futures hit a two-month high on Friday, achieving a fourth session of gains in five, due to tight physical supplies of the tropical oil.

Benchmark palm oil futures for October on the Bursa Malaysia Derivatives Exchange rose 1.7 percent to 2,525 ringgit ($627) per tonne in the evening. The price earlier rose to an intraday high of 2,551 ringgit, its highest levels since June 13.

Palm reached a weekly gain of 4.9 percent, its strongest weekly climb since February.

Traded volumes stood at 73,297 lots of 25 tonnes each at the closing trade, higher than last year's average of 44,600.

"The market is fulfilling the upside trend. Supplies are tight as production isn't coming in," explained a Kuala Lumpur-based trader, attributing the short supplies to lower output due to the El Nino's dry weather effects.

The weather phenomenon, which occurred last year, typically brings scorching heat across Southeast Asia, impacting palm oil yields in the world's largest producers of the tropical oil -- Malaysia and Indonesia -- this year

Surface an opportunity to accumulate at low.
At present RM1.04 consider very attractive as the dividend is almost same with fd. While holding to wait for water restructuring is a good bet at present price. The last q performance is good and foresee the coming q should not too bad.

Have held for a year plus from rm1.30+, good return but the price is quite stagnant most of the time. ... will collect back when the price down again.