All the shale gas projects in US is reactivating at today’s oil price . I seriously doubt OPEC wants to see oil price above $100 for too long to encourage competition from shale.

LBA will perform well amid Aluminium price going higher when China’s production is slowing

Aluminium price is expected to scale higher as production in China is slowing . Alcom will perform in 2022

SOP was about $4.11 when CPO was about $3,000 on 3/1/2020.
Now, CPO is $5,800 (93% higher!) and SOP is only $4.03 this morning .
I can’t understand how analysts and investors apply the financial valuation principles!
At PE 10x , SOP should fetch $7.70 based on estimated EPS 2021 of 77 sen
At PE 15x , SOP should fetch $11.55 (77sen x 15)

….and all the plantation stocks. Earnings and dividend for 2021 are very robust. Forecast earnings for 2022 is even better .

The rally hasn’t started at all. In a rally , the stock will trade at 15-20 x PE.
TaAnn’s FY2021 EPS estimated 75 sen , thus giving current PE of 5.1x
FY2022 forecast EPS shall be higher , thus forward PE of < 5x.
If PE of 10x , share price should be $7.50
If PE of 15x, , share price should be $11.25.

This year is the year for Agriculture! The world will be struggling to produce enough to feed the world . Wild climate will adversely affect agriculture production.

I suspect KYY is quietly buying the plantation counters and some O&G stocks like Hengyuan and PetronM because these stocks fulfill all the criteria he set. Like Sslee said he won’t tell you until he accumulated good position. Hehehe…

TaAnn is roaring!

Cepat’s production for 2022 is expected to rebound . With strong CPO price , it shall make a lot more profit. EPS 2021 is estimated 12-13 sen. Forecast EpS 2022 is expected to be significantly higher . Present share price is far too undervalued.

TaAnn’s EPS 2021 is estimated 75 sen and PE is only 5x. Dividend Yield for FY 2021 is expected to exceed 10%. Forecast EPS 2022 is likely to be higher due to robust CPO price .
Unbelievable value in this stock.

SOP own estates producing about 1.3 mil mt FFB stand to gain a lot from higher CPO price. EPS 2021 is estimated 77 sen and PE of about 5x only ! Projected EPS 2022 is likely to exceed 80 sen due to higher CPO price expected.
Incredible value in this stock

One of the laggards! Price should catch up anytime.

Just at early stage of value recognition! At today’s price , it is trading at about PE 6x based on 2021 earnings. Forward 2022 PE is projected even lower due to expected strong CPO price . Not forgetting the huge gain from land monetisation!

All the plantation counters fits the rules absolutely well.

This giant will roar when investors realize that the Indonesia’s policy of requiring 20% local sales will not jeopardize its profit outlook. Simepltn’s huge production in Malaysia and PNG stands to benefit a lot from the recent CPO price surge.

Palm oils , which command about 40% share of global edible oil market , has recently achieved pricing on par and even higher than soyoil ! I think this has never happened before as I remember palm oil had always been traded at huge double digits % discount to soyoil , canola and sunflower oil.

What we see now has very positive long term impact on palm oil. Palm oil which has the biggest market share of edible oil should rightly command the pricing power like it is now .

Climate Change agenda and ESG compliance , which lead to NO new investment in oil palm cultivation since 3 years ago (and expect minimum expansion into the foreseeable future), coupled with increasing consumptions, higher usage in renewable fuel supported by high fossil fuels and strong Indonesia government mandate, palm oil prospect can only be brighter….

Amid wild weather caused by global warming, the competing edible oil crops will have great challenges to produce enough to fill any slack from palm oil .

Palm oils , which command about 40% share of global edible oil market , has recently achieved pricing on par and even higher than soyoil ! I think this has never happened before as I remember palm oil had always been traded at huge double digits % discount to soyoil , canola and sunflower oil.

What we see now has very positive long term impact on palm oil. Palm oil which has the biggest market share of edible oil should rightly command the pricing power like it is now .

Climate Change agenda and ESG compliance , which lead to NO new investment in oil palm cultivation since 3 years ago (and expect minimum expansion into the foreseeable future), coupled with increasing consumptions, higher usage in renewable fuel supported by high fossil fuels and strong Indonesia government mandate, palm oil prospect can only be brighter….

Amid wild weather caused by global warming, the competing edible oil crops will have great challenges to produce enough to fill any slack from palm oil .

KUALA LUMPUR (Feb 4): The crude palm oil (CPO) futures contract on Bursa Malaysia Derivatives end higher on Friday (Feb 4), buoyed by stronger sentiment in the crude oil market, palm oil trader David Ng said.

At the time of writing, the benchmark Brent crude up 2.05% to US$92.98 per barrel.

"The CPO price was also influenced by a prospect of a tighter supply in coming weeks," he told Bernama.

At the close, CPO futures contract for February rose RM65 to RM5,779 a tonne, March added RM86 to RM5,749 a tonne, April improved RM104 to RM5,617 a tonne, May 2022 increased RM107 to RM5,443 a tonne, June 2022 was RM101 higher at RM5,268, and July 2022 widened RM106 to RM5,107 a tonne.

The physical CPO price for February rose RM50 to RM5,850 a tonne.

The roadblock at $3.68 is broken ! What’s the next block ?

The intentional roadblock is shifted from $3.64 to $3.68 today. Hahaha…..

The Publicinvest analyst is quite raw in the matter and ignorant.
As a result of the Indonesian policy , CPO international price increased considerably. Hence , the remaining 80% of the production allowed for export market shall bring extra profit to compensate for the 20% mandatory local sales at lower price . In the end , foreign buyers and consumers are actually footing the bills. Why didn’t the analyst perform some calculations on the impact on KLK and Simepltn before crying fouls?

PE around 5 x only !!

The good Q4 results will be announced in Feb, and possibly a good final dividend to follow.

When volume available for export is reduced, oversea importers will have to pay higher price for tighter supply. Oversea consumers are effectively cross subsidizing local controlled prices . The Indonesian policy is really not detrimental to the sector , opposite to what the media and analysts reported.

CPO is so bullish. Taann is trading at PE of 5-6 x of 2021 earnings. Is it over- valued to warrant a sell ?

A massive winter storm swept across the central and Northeast US on Thursday where it was delivering heavy snow and ice, making travel treacherous, if not impossible, knocking out power to thousands and closing schools in several states.

Who knows what kind of wild weather will be during the next edible oil crop season . If next edible oil crop harvest in the northern hemisphere is no good , CPO price will stay above $5,000 throughout 2022 until the next crop season in 2023.

A massive winter storm swept across the central and Northeast US on Thursday where it was delivering heavy snow and ice, making travel treacherous, if not impossible, knocking out power to thousands and closing schools in several states.

Who knows what kind of wild weather will be during the next edible oil crop season . If next edible oil crop harvest in the northern hemisphere is no good , CPO price will stay above $5,000 throughout 2022 until the next crop season in 2023.

A massive winter storm swept across the central and Northeast US on Thursday where it was delivering heavy snow and ice, making travel treacherous, if not impossible, knocking out power to thousands and closing schools in several states.

Who knows what kind of wild weather will be during the next edible oil crop season . If next edible oil crop harvest in the northern hemisphere is no good , CPO price will stay above $5,000 throughout 2022 until the next crop season in 2023.

A massive winter storm swept across the central and Northeast US on Thursday where it was delivering heavy snow and ice, making travel treacherous, if not impossible, knocking out power to thousands and closing schools in several states.

Who knows what kind of wild weather will be during the next edible oil crop season . If next edible oil crop harvest in the northern hemisphere is no good , CPO price will stay above $5,000 throughout 2022 until the next crop season in 2023.

A massive winter storm swept across the central and Northeast US on Thursday where it was delivering heavy snow and ice, making travel treacherous, if not impossible, knocking out power to thousands and closing schools in several states.

Who knows what kind of wild weather will be during the next edible oil crop season . If next edible oil crop harvest in the northern hemisphere is no good , CPO price will stay above $5,000 throughout 2022 until the next crop season in 2023.

A massive winter storm swept across the central and Northeast US on Thursday where it was delivering heavy snow and ice, making travel treacherous, if not impossible, knocking out power to thousands and closing schools in several states.

Who knows what kind of wild weather will be during the next edible oil crop season . If next edible oil crop harvest in the northern hemisphere is no good , CPO price will stay above $5,000 throughout 2022 until the next crop season in 2023.

The negative impact from interest rate increase and hyperinflation on purportedly high growth tech sector has not been fully priced in yet . More volatility is expected to come .

plantation companies that have exposure in Malaysia only stand to benefit the most from the CPO price surge arising from Indonesia’s recent policy. Having said that, the negative impact on Sime plant is relatively small and well compensated by the higher CPO price for substantial production outside of Indonesia ie in Malaysia and PNG

Yes, plantation companies that have exposure in Malaysia only stand to benefit the most from the CPO price surge. Having said that, the negative impact on KLK and Sime plant is relatively small and well compensated by the higher CPO price for substantial production outside of Indonesia .
TSH is most affected.

Q4 EPS only missed estimate by about 4% is enough to send its share price tumbling 25% soon after opening bell .

It’s a goreng stock . Just be prudent.

The so called high growth stocks which are trading at absurdly high PE multiples will suffer the same fate when the growth story stop to ring . Amid increasing interest rate to fight hyper-inflation and quantitative tightening, global economic growth will be tempered . The high growth story can not go on . Better to go back to basic !

Have been slowly accumulating this stock .

Indeed. Retail interest is weak and therefore very easy for someone to ‘suppress’ the stock .

Very well analyzed. What we read from IBs or some analysts are what they want us to read and believe in. Most of them don’t never write independently but with loaded interest . Their interest is served when ‘herd mentality ‘ is created amongst punters and retail investors.
Mr DIY business may be worst than the traditional hardware shops we used to go to. The lofty valuation is a bubble that is waiting to burst .

It was deliberately manipulated down to $3.53 this morning. I managed to pick up small qty at $3.53.

Someone intentionally place a road block at $3.64?

Huat lah !

Huat lah!

Gong Xi Fa Cai! In 2022, we shall make good return from Small and mid cap plantation counters , especially Bplant.

Indonesian based plantations will not reap the full benefit from the CPO price surge due to government policy . I think Malaysia based plantations are better choice.

KUALA LUMPUR (Jan 31): RHB Retail Research said TA Ann Holdings Bhd is set for an uptrend rebound as it crossed above the immediate resistance of RM3.39 on strong trading volume on Friday.

In a trading stocks note today, the research housed said if the stock sustains above that level, expect the stock to propel towards the 52-week high at the RM3.54 mark, then RM3.70.

Someone has to buy at higher price for another person to take profit. When the music stop , many will bear the losses for someone else’s gains . There is no free lunch in this trading game.

Just Stop shipping to US.