inflation fear should be waning soon

klse should test the lowest point 1450( 50% fibonacci retracemen)

bottomed at 1.13..the lowest,share to reverse (recovery onwards)

1.26 lowest yesterday closed could be the bottom

NTA RM2.98. most valued stock anytime re rating with large land banks

...foreigne funds preferred property blue ship stock with most landed property projects

...recovery of the pandemic play hedge against inflation play

recovery of the property sector play,coming general election play bandar Malaysian and highspeed rail project play

Russian won most part of eastern and southern Ukraine,Mariupol port to resume operation soon

0.78 yesterday could be the bottom

time to buy not sell

could be the last round of selling today

no worries,most projects are landed properties for Sp setia

will never see 0.80 again

those who bought properties during down cycle would be laughing end of 2023

panic selling over done
to rebound anytime

property super bull cycle peak in year 2013,-mid 2014

property 9 years down cycle is over.

report profit but slightly down.Price way below NTA 2.98
Value stock.

down with column,bad

hopefully can get 25 cents EPS 1st Qrt

good show from next Monday 23 May day,lifting of palm oil ban .

1st qrt results should out on 25 May,hv confident super good qrt results,0.075 EPS sold of land in Feb,21.2% profit from innoplant,and
on palm oil profit above rm6300 per tonne on about 200k tonnes sold

@Greenland,..i agreed yes Calvintenang's sharing is based on facts.

*innoprise..is a super small plantation company,almost ever qrt results reported more than 35% net profit
TSh stands to gain

...plus 21% Innoplus interest ,plus RM107 mil profit from land sales.TSH is undervalue now

SOP at current level should be at RM12

sales of kalimantan land alone would translate into RM0.35 EPS

let's aim for RM488 mill profit from the kalimantan land sales RM700 +mill1st qrt 2023 .price to surge above RM7

RM12 -RM13

under value stock,...

SOP is a pure upstream plantation Company .

super bull about to chager ahead

85% of palm oil land operating in Indonesia, definitely, the margin profit would be narrower as compared with those in Malayisa plantation companies.

,* levy cost

tsh no need to bear lovey USD 675 per tonne

no export market,no export levy charges.

flip flop policy

JAKARTA (April 27): Indonesia widened the scope of its export ban on raw materials for cooking oil to include crude and refined palm oil, among other products, its chief economic minister said on Wednesday, leaving markets in shock over the latest policy reversal.

The announcement flipped the Minister's statement a day earlier, in which he had said the export ban would only cover refined, bleached, and deodorized palm olein.

think because of windfall tax plantation market digesting the affected UTD plantation

JAKARTA (April 26): Indonesia will only ban exports of refined, bleached and deodorised palm olein starting from Thursday (April 28), while the ban will not include crude palm oil or other forms of derivative products, senior government official Musdhalifah Machmud said on Tuesday.

most plantation stocks intraday profit taking

commodity multi year rally about to explode...

commodity multi year rally about to explode...

@GLNT ,if indon local cpo price with slight discount compared to international price think still ok la,as exporter can save from high transportation and high export levy charges.levy charges is usd675 (about rm2870).

@GLNT at what price those plantation companies going to sell CPalm oil to domestic market?

sooner indon will lift the export ban to cater the need for global demand .indon account for 60% export global,while Malaysia only 25% .demand from EU will be huge.

Baize calls Indonesia's restriction on palm oil exports a “big deal” but expects it won’t last long. He noted that Indonesia exported 26.87 million metric tons of palm oil in 2021, compared to consuming 15.28 million metric tons domestically.

* innoplant

plus point is TSh has 21% implant interest and With join venture Wilmer