Soybean is rocketing but CPO is still in " self disbelieving mode " factors that may or may not push to a new record high in a decade.
Soybean shortfall in Argentina and Brazil { weather and believed it or not covid pandemic} record grain restocking by India and China. Floods hitting palm producers Malaysia and Indonesia. Typhoon damaging Philippines coconut acreage. Low cpo inventories. Last but not the least In COMING Joe Biden new trade policy vs Donald trade disruptive policy

Do your homework, look at the trend, study the fundamentals. Assess your own risk profile

SBO price premium above CPO betw USD 175 - 180 per tonne. Countries like lndia, Pakistan, China and other consumer looking at CPO as the cheaper alternatives

Errata :production still insufficient to meet demand

Worldwide infections hitting 58 million. US, India, Brazil, Russia, EU countries all hard hit. Gloves { medical, household, commercial usage} still insufficient

FGV may not be the most efficient but enjoyed tremendous support from government. Waiving of their loan interest { government subsidy
}incurred certainly help their bottom line

Kpower high lighted by bursa and other investment houses calling a buy based on the current and future earnings potential. Look at their report based on pure numbers and qtrs result

Spreadsheet well documented with capacity and all the projections. MAH SING is big on their glove ventures and healthcare

Low trading volume for the past 4-5 sessions{ after announcement of the new share split} technically those who bot are holding it for longer term pending actual date of splitting. Qtr result is not the key factor

Low trading volume for the past 4-5 sessions{ after announcement of the new share split} technically those who bot are holding it for longer term pending actual date of splitting. Qtr result is not the key factor

Qtr report out either on or before end November { 25 - 27 Nov}

No more interest rate cuts in December

We are buying China make vaccine not America Agreement already signed by KJ

Planting costs higher in Sabah & Sarawak. Lower tax rate applies for oil palm growers and higher ceiling price

2 tiers glove makers turn

Keeping our fingers crossed. Much better Qtr coming

Trump has freeze China glove imports. He is sourcing from Malaysia

Worldwide covid cases hit 55 million. US, Brazil, India, France, Russia are the worst hit countries. President elect Joe Biden { taking over the Presidency in January} and WHO have aggressively pushing for a vaccine on or before end December usage. Something is better nothing {urmost priority protecting American lives for Joe Biden}

Government of the day will always support Felda & FGV. 56 parliaments seats fall under Felda, Risda, Felcra settlement areas. Umno, PKR, Pas or Bersatu knows their importance

Latest FCPO bullish uptrend
Dec $ 3,586
Jan 3,457
Feb. 3,386
Mar. 3,312
Apr. 3,228

production fully booked till next calender year. Slow down in sales procurements not happening. Perhaps selling price may be lower in the coming qtrs

Calvintaneng : any possibility of an interim pay out dividend { this will boost BPlant} price

Can we trust their buy call? Do your homework first. Short term { TSH } need to break a strong breakout at 1.15-1.20 resistance

Bank counters dragged by Maybank lack lustre performance

Kpower still a buy pending finalisation of the share split and free warrant distribution

Thematic fund { rubberex} coverage under RHB investment

GI healthcare { Tan Sri Leong } sponsored the 10,000 vaccine anti bodies doses for Malaysia. Truely well thought out plan by Tan Sri Leong. Syringe manufacturing { plastic division}, gloves { PPE }, vaccine { GI healthcare }, building construction { Mah sing}

Cumulative 3 Qtr result totalling 84.328 million { PBT} ending 30 September. 4qtr result forecast to be much higher than the 3Qtr result {34 Million} PBT

Plastic syringe under Healthcare

KYY post on AT

A lot of vaccine news but this HWGB still stuck at 73- 76 range. Air Asia and banks fly

Totally unacceptable a well run company Batu Kawan { KLK } buying a shit and paying a Premium during this covid outbreak. EGM please voice out

Prices up and down quite normal fo. What 's important is your trading plan. Hit and run or hold

Oil palm counters wave coming. Expect good result & dividends coming qtrs from plantation companies. Larger size planter's will be the main beneficiaries of rising CPO prices

Expect coming qtr result to double { higher CPO prices}

XxxXzz yes totally agreed. Cpo hitting their highest prices last seen in 2014-2015 period { > 3,200 - 3,400 per tonne} a combination of fundamentals and weather

It's land bank is huge { 92,312 Ha} much larger than other mid caps plantation companies. Planted acreage will increased proportionally same goes for its mature acreage. During high CPO prices its a number game { exactly the reverse during the slump in prices}

Bplant has acquired 11,579 acres of oil palm land from Dutaland in April 2019 plus in 2018 another 4,915 Ha {12,145 acres} of land in the district of Kinabatangan and Labuk & Sugut district { inclusive of a oil palm mill } the 2 acquisition will boost and increase the CPO /PK production of BPlant. Coming qtrs of higher CPO/PK prices certainly generate good income { during this time of the year}

XxxXzz looking at SOP production vs average CPO selling price for last qtr. Profit should be higher ranging betw 90 - 100 Million. Just my own view

Their MTN { 1.2B} was oversubscribed. Forthcoming 2qtr result expected to improved further

Tough and not easy to grab the low lying fruits (whenarmada) ikan bilis like me will take a calculated risk { soft approach} to buy what the. arket trend. It's risky but better to fight against the market favour. Just my own view

The Board decision to split the shares and issued the warrant is to increase the free floats of the Kpower. Big investment funds have a certain criteria for thier long term stocks selection. A bigger free floats plus the company performance will attract more big names to thier share list. Imagine names eg. Temasek Holdings or GSIC

Caveat emptor- many goering counters pump and dump

US hit a new record daily 170,000 covid infections. This pandemic covid outbreak wont go away at least for another 1-2 years. Even with a vaccine not everybody would get the jab

Never moves. NO players goreng this counter zzzz

Expect profit taking after last 3-4 trading uptick. T+2 contra plus people locking in after gloves headwind. just my personal view

Pharma and Dpharm has the distribution logistics & network to distribute the covid vaccine in Malaysia. Coldpressed stores and logistics { special trucks} are needed

Without prejudice - Labour & manpower issues has always plaque planter's in Peninsular Malaysia. in Sabah & Sarawak is less severe. Presence of undocumented migrant workers in both the States {Sabah & Sarawak} has somewhat offset the pressing needs

Indonesia is somewhat different with certain regions facing worker's shortages. Kalimantan Timur has workers related issues compared to Kalimantan Tengah area. Workers preference for certain areas and companies partly contributed to this shortages. Big established planter's do not have this issues only the smaller ones. In addition local workers are very parochial and protective against other migrant groups coming into their areas { Dayaks in Kalimantan}

Good for banking stocks. BNM says no more blanket loan moratorium { citing certain law makers} but only targeted groups

Looks like insider trading