Followers
2
Following
0
Blog Posts
0
Threads
2,159
Blogs
Threads
Portfolio
Follower
Following
2020-11-27 18:24 | Report Abuse
India cuts its crude palm oil duty by 10% to 27.5% effective from 27 Nov { today} the duty reduction will increase imports by 100,000tonnes a month
2020-11-27 14:38 | Report Abuse
Buisness hard hit by MCO lockdown. Conditions are deteriorating day by day with confusing SOP guidelines { Hugh spike in covid numbers after Sabah state elections further undermined people confidence.} private owners & workers are hard hit { except for the government employees} we can see impact after the new year break
2020-11-27 13:30 | Report Abuse
Past few days CPO under pressure
2020-11-27 06:26 | Report Abuse
Open eyes, open ears, open.... They are paid employees to read articles. Nothing more nothing less
2020-11-27 05:19 | Report Abuse
Glove play is cooling vaccine is now in the news
Which trend you like to follow
2020-11-26 07:36 | Report Abuse
Errata ` should read as sifu comments `
2020-11-26 07:35 | Report Abuse
Agreed with all the sifu moments. Somehow plantation stks still lack the punch. Lack lustre performance despite CPO prices on the uptrend for the past 8-9 months{ punters prefer the pump and dump penny stocks}
2020-11-26 07:30 | Report Abuse
Worldwide infection hit above 60+million cases. Countries rushing to bring out vaccines antibodies. Something is better nothing
2020-11-26 05:48 | Report Abuse
Kimhaolian. Me too. Sold FGV and switch to Rsawit. Looks like buying a not so hot horse
2020-11-25 14:07 | Report Abuse
At this point. 5 is the resistance. Hopefully, it can break higher
2020-11-25 06:33 | Report Abuse
DJ hits the magical mark up + 454 points yesterday closing above 30,000+
2020-11-24 06:27 | Report Abuse
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
2020-11-23 16:09 | Report Abuse
Do your homework, look at the trend, study the fundamentals. Assess your own risk profile
2020-11-23 09:45 | Report Abuse
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
2020-11-23 09:39 | Report Abuse
Errata :production still insufficient to meet demand
2020-11-23 09:38 | Report Abuse
Worldwide infections hitting 58 million. US, India, Brazil, Russia, EU countries all hard hit. Gloves { medical, household, commercial usage} still insufficient
2020-11-23 09:35 | Report Abuse
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
2020-11-23 09:32 | Report Abuse
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
2020-11-23 09:29 | Report Abuse
Spreadsheet well documented with capacity and all the projections. MAH SING is big on their glove ventures and healthcare
2020-11-21 14:09 | Report Abuse
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
2020-11-21 14:09 | Report Abuse
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
2020-11-21 10:31 | Report Abuse
Qtr report out either on or before end November { 25 - 27 Nov}
2020-11-21 10:27 | Report Abuse
No more interest rate cuts in December
2020-11-21 10:27 | Report Abuse
We are buying China make vaccine not America Agreement already signed by KJ
2020-11-20 10:05 | Report Abuse
Planting costs higher in Sabah & Sarawak. Lower tax rate applies for oil palm growers and higher ceiling price
2020-11-20 10:02 | Report Abuse
2 tiers glove makers turn
2020-11-20 10:01 | Report Abuse
Keeping our fingers crossed. Much better Qtr coming
2020-11-20 09:59 | Report Abuse
Trump has freeze China glove imports. He is sourcing from Malaysia
2020-11-20 07:06 | Report Abuse
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}
2020-11-19 16:26 | Report Abuse
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
2020-11-19 16:21 | Report Abuse
Latest FCPO bullish uptrend
Dec $ 3,586
Jan 3,457
Feb. 3,386
Mar. 3,312
Apr. 3,228
2020-11-19 16:11 | Report Abuse
production fully booked till next calender year. Slow down in sales procurements not happening. Perhaps selling price may be lower in the coming qtrs
2020-11-19 14:56 | Report Abuse
Calvintaneng : any possibility of an interim pay out dividend { this will boost BPlant} price
2020-11-19 14:54 | Report Abuse
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
2020-11-19 14:50 | Report Abuse
Bank counters dragged by Maybank lack lustre performance
2020-11-19 14:49 | Report Abuse
Kpower still a buy pending finalisation of the share split and free warrant distribution
2020-11-19 14:46 | Report Abuse
Thematic fund { rubberex} coverage under RHB investment
2020-11-19 14:44 | Report Abuse
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}
2020-11-18 21:07 | Report Abuse
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
2020-11-18 20:45 | Report Abuse
Plastic syringe under Healthcare
2020-11-18 09:26 | Report Abuse
A lot of vaccine news but this HWGB still stuck at 73- 76 range. Air Asia and banks fly
2020-11-18 08:32 | Report Abuse
Totally unacceptable a well run company Batu Kawan { KLK } buying a shit and paying a Premium during this covid outbreak. EGM please voice out
2020-11-17 13:08 | Report Abuse
Prices up and down quite normal fo. What 's important is your trading plan. Hit and run or hold
2020-11-17 07:22 | Report Abuse
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
2020-11-16 23:45 | Report Abuse
Expect coming qtr result to double { higher CPO prices}
2020-11-16 23:43 | Report Abuse
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
2020-11-16 23:39 | Report Abuse
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}
Stock: [SOP]: SARAWAK OIL PALMS BHD
2020-11-27 18:33 | Report Abuse
India cuts its CPO import duty by 10% to 27.5% effective from today {27.11}this will increase the palm uptake by app 100,000 tonnes per month. SBO premium over CPO is between USD 230 - 240 per tonne