early phase of a up-coming bull trend , stay calm ,

@emilychee,don't go everywhere paste rubbish govt rubbish talk.

@leonco, many people before did follow kyy'advices, in the end all end in tragedy.the truth is ,many flaws in his analysis.

Qualcomm warning shows chip shortages spreading
https://klse.i3investor.com/blogs/kianweiaritcles/2021-02-05-story-h1540334900-Qualcomm_warning_shows_chip_shortages_spreading.jsp

Why a semiconductor shortage may cause a national security risk

https://www.youtube.com/watch?v=AwPaDXItbxQ

Qualcomm may pull back due to competitive market, but semiconductor sector is strong: Wright

https://www.youtube.com/watch?v=D0x6h3JWdEE

obvious, there is a pre c.new year consolidation

Gooshit is good for nothing, just spread fear and lies ,all his life.

得半导体者可得天下，“芯片霸权”正剧烈改变世界格局

u want fast one ,go genting,or may be u got problem of early premature ejection disfunction

no lah , at most, he bot 100 shares

applefools,pang72, etc etc .all out already? or shorting the stock?

goosai just know how to eat shit!!!

伪善，其实比恐怖主义，更为可怕。

vaccine to be administrated nation wide in Malaysia ,sometimes in Frebruary , DowJones experiance minor correction at record high point ,

shortie will soon be "bbq"

goosai is just a pokai financially , jealous about people making good money out of penta, what a pity

looking back at some past posts message, we can see this apple168 was bullish on Unisem at 5.00 rm level, but when price went beyong his target, may be around 6.00rm , he begun to turn on Unisem, saying it is ridiculously over-priced, what a pity.

台湾台机电的芯片技术，已经超越美国，全球第一。有些人明显生活在过去的世界里。所谓古代的人，怎么会立即5G世界的商机变革。继续在搞笑而已。

people get used to 4g,hard to understand 5g electronic enviroment. tech companies are just repositioning themselves to meet future market needs.

not so many applefools , after all.

who care what u think.

牛皮灯笼，点极也不亮。

这些，你老师没教你的。

市场中其实，有两种基本面。过去式的基本面，未来式的基本面。低端的人只注意，过去式的基本面。有经验的人或者比较思考未来式的基本面。

bulls are bullish,so buy, bears are bearish,so sell, it is always the case in a free market. quaterly reports are info concerning the past , not the future.

怂恿他人追高？你那一个眼睛看见？拿证据出来。阁下到处胡言乱语，歹毒诈骗，无耻到极。

高？什么叫高。今日之高，为明日之低。重要是看"经济基本面"。阁下应该也不懂“什么叫基本面”。典型水平之低，本属低端类。

中共国，从未讲过一句真话。宣传诈骗是其主旋律

居心不良，制造恐慌

apple 你不要到处放屁。阁下狗屁不通。

全球“芯片荒”根源透析，大家都在煎熬，台湾风景独好
https://www.youtube.com/watch?v=hbsnkROjvdo

apple 168=Gooshit , same person,liar all the way.

some body's crystal ball , is made of shit, ,of course only shit they see.

now only see the big picture, all must thanks to trump- china trade war , provides these business opportunities for all our tech stock companies.

you showed very nervous feeling , no good for stock trading . sit tight, more goodies coming in .

don't be silly. hengyuan is affected by MCO worry, if not already fly to the sky.

KUALA LUMPUR (Jan 12): After Malaysia’s crude palm oil (CPO) inventory declined to a three-and-a-half-year low of 1.26 million tonnes in December 2020 from 1.56 million tonnes in November, analysts believe a seasonal production uptick, coupled with weaker export demand, will help replenish stocks and consequently drive prices down. In a note, MIDF Research projected CPO prices will continue to increase in the first quarter of 2021 (1Q21) on the back of anticipated supply tightness and higher export demand. However, it presumes CPO prices will soften in the second half of this year (2H21) due to better production levels and lower export demand.   It set its CPO target price at RM2,700 level per tonne this year and maintained its “neutral” stance on the sector.   Advertisement The average CPO spot price increased by 6.1% month-on-month (m-o-m) to RM3,650.98 per tonne in December 2020, mainly in view of possible supply tightness on a low inventory level, recovery in export demand, anticipation of lower production due to labour shortage and the monsoon season. Meanwhile, Hong Leong Investment Bank (HLIB) Research analyst Chye Wen Fei also concurred that the palm oil stockpile will likely remain at a low level in the coming months, which will see CPO prices remain elevated at above RM3,000 per tonne until end-1Q21. “Beyond 1Q21, we anticipate CPO prices to soften on the back of a better supply outlook for major edible oils (based on assumptions that the labour shortage in Malaysia will gradually ease from 2021 and La Nina does not strengthen further), which will result in more balanced demand-supply dynamics,” said Chye. Chye also has a “neutral” call for the sector as the research house believes current high CPO prices will not be sustained over the longer term. Hence, it maintained its CPO price assumptions of RM2,700 per tonne for 2020 to 2022. For exposure, Chye said HLIB’s top picks are Hap Seng Plantations Holdings Bhd ("buy"; target price [TP]: RM2.17), IJM Plantations Bhd ("buy"; TP: RM2.29) and TSH Resources Bhd ("buy"; TP: RM1.38). On a side note, after the movement control order (MCO) enforcement announcement by Prime Minister Tan Sri Muhyiddin Yassin yesterday, MIDF Research remained cautious about the production level due to a lower workforce as well as standard operating procedures (SOPs) in work areas. A lack of labour would lead to delays in harvesting activities, impacting the quality of fruit bunches. Nonetheless, it opined that the enforcement of the MCO is unlikely to have much impact on the plantation sector as it is categorised as an essential economic sector and allowed to operate. Lam Jian Wyn

-MPOB expects palm oil exports revenue to reach RM74 bil
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KUALA LUMPUR (Jan 11): Export revenue from palm oil and palm oil products this year is expected to increase by 2.4% to RM74 billion versus the RM72.30 billion recorded in 2020, said the Malaysian Palm Oil Board (MPOB). Director-general Dr Ahmad Parveez Ghulam Kadir said crude palm oil (CPO) production is likely to go up by 2.9% to 19.70 million tonnes from 19.14 million tonnes last year, while stock is expected to jump 58.7% to two million tonnes against 1.26 million tonnes. “Palm oil exports will improve 0.7%to 17.50 million tonnes, from 17.37 million tonnes. Despite experiencing various hurdles domestically and globally, the Malaysian palm oil industry has successfully adapted to the new norms. “The year 2021 is expected to bring a brighter prospect for the Malaysian oil palm industry with all the key indicators of the industry projected to show better performance,” he said during a virtual Palm Oil Economic Review & Outlook (R&O) Seminar organised by MPOB today. 广告 He said together with the Ministry of Plantation Industries and Commodities and other related agencies, the MPOB will continue to work closely with industry players in facing the ongoing challenges for the sustenance of the Malaysian oil palm industry. In regard to the CPO price, he predicted that the outlook for 2021 was going to be firmer, averaged at RM3,000 per tonne. Still on price outlook, Singapore-based Palm Oil Analytics owner and co-founder, Sathia Varqa said CPO futures trading would be dominated by lower production and low stocks in the country. “Price supported at RM3,500-RM3,800 per tonne up until middle of February. Prices will ease to RM3,200-RM3,400 per tonne from March 2021,” he said. He also predicted the sector’s production and exports to increase but said this may be affected should the government impose another movement control order due to the high number of Covid-19 cases in several states. He foresees positive demand prospects for Malaysian palm oil in the first quarter, especially from India and China — two key destination markets which are currently understocked.

在美豆延续强势且国内豆油去库态势良好的同时，马棕在超低库存预期下表现也同样给力。主流机构预计马棕12月产量环比降12%左右至131-132万吨，同期出口环比增15%-18%至150-153万吨，月末库存降至120万吨左右的历史超低水平。而按季节性规律，未来2-3个月马棕库存有望继续回落，超紧张供应支撑其报价强劲。此外，疫情引发新一轮的限制，马来种植园禁止招聘外来劳工的禁令被进一步延长，行动限制令区域继续扩大，且部分区域因降雨过多引发洪涝阻碍收割运输，令市场对一季度供应恢复的预期被削弱。 虽然印尼的供应相对宽松，但在高额的出口税费下，报价也难出现大幅下调。印尼刚刚才把毛棕榈油出口关税从12月的33美元/吨上调至1月的74美元/吨，出口附加税从12月的180美元/吨升至225美元/吨。在当前印尼棕榈油报价因高额的出口税费仍升水马来报价的情况下，马棕的超紧张供应给予产地报价较强支撑，并令国内棕榈油进口利润进一步倒挂。 虽然后半周来自印尼及马来推迟生柴掺混计划的消息对市场情绪形成一定利空打压，但市场其实对印尼推迟B40早有预期，且该影响更多在于远月。在国内一季度买船不足的情况下，当务之急仍是解决棕榈油进口利润如何打开的问题。在产地报价偏强的背景下，通过连盘或基差上涨来修复概率较大，现货高升水的情况下，也赋予了连盘棕榈油下方较强的支撑。

windfall profit tax =3% ,if above 2500rm , export tax 8% for month of jan2021

argentine bans export of soya,till March 2021, Russia may also bans their soya export , critical tight supply

cpo price could reach 4000 rm per tonne

"stop the steal",it is clear and loud.

sop a under valued stock, just like glove stocks, before the up surge,all calm before the storm.Flooding occures in most part of palm oil producing states like Pahang and Johore.

俄罗斯对大豆征收30%的出口关税政策已进入公众公开讨论阶段。远东大豆种植企业联合向俄政府提出反对意见。俄政府或会考虑在征收大豆关税政策基础上，添加补充条款，以避免对远东大豆种植户造成冲击，目前俄政府尚未签署法令。 俄罗斯大豆出口量约90万吨，占远东大豆产量的一半，其中约80万吨对中国出口。在俄从事大豆种植的中国农户和中国企业大豆产量占比达到25%。 对大豆征收出口关税与葵花籽出口关税上调原因本质不同。俄大豆产量440万吨，境内加工规模可达700万吨，大豆原料严重短缺，豆粕类饲料主要原料产量不足或成本高，进而影响俄畜牧业健康发展。

agree with @drobertp40 ,kyy thinks with no logic, and he is not so well informed.

people not familiar with palm estates in general ,dont know how to make a simple projection of estate profit,let us simply the estimation , take example of SOP, roughly ,the cost of production per metric ton, 1900-2000rm,(taking from past year records).various taxes,in maximum number= 10%, equavalent ,350 rm per tonnes,the rest is profit net ,. Taking the current price in average of 3500 . we get roughly 1100 rm per tonnes profit. In SOP monthly production figures range from 45000 to 30000, let said 35000 tonnes, 35000x1100=38m. one quarter the number will be 114 millions.

i think in general,investors still worry the run up in cpo prices is just seasonal, and have not realised the fact that a structural change has taken place. Biodiesel,B30-B40, has largely increase the Indonesia consumption , this lead to larger disappearance in Indonesian oil inventary.On the demand side,the increase in consumption from china and india,caused the total demand number larger then supply number,in the equation. This can only change if Indonesia abolish the B30-40 biodiesel program.

who said Bidden wins, other then certain media.