don't be silly , LotteTitan is not the old Titan, but very much upgraded technology wise,more to that, is expanded and enlarged . Remember those days,Titan experienced extreme difficulty,as the essential raw materials, petrolium was priced at 100 usd per barrel,and now only 49-50 usd. The cost have since largely reduced,. Economic and market enviroments had since changed, then LCtitan could be having a brighter future.

New Delhi, Aug 11 (PTI) The government today hiked the import duty on crude palm oil to 15 per cent from 7.5 per cent and on refined to 25 per cent from 15 per cent to curb cheaper shipments and boost local prices for supporting domestic farmers and refiners.
The import duties on other crude edible oils like soya and sunflower have been raised to 17.5 per cent from 12.5 per cent, according to a notification issued by the Central Board of Excise and Customs.
The hike in import duty of crude and refined palm oil will help restrict cheaper imports from Malaysia and Indonesia and benefit farmers which are in distress due to fall in prices of oilseeds below minimum support price because of bumper production. On July 27, an inter-ministerial panel headed by Finance Minister Arun Jaitley had reviewed edible oil availability in the country and discussed ways to deal with rising imports. A committee was set up later to look into import duty structure for checking cheap cooking oil shipments.
Edible oil industry body Solvent Extractors Association (SEA) welcomed the step, saying the move would help farmers to some extent but wanted duty difference between the crude palm oil and refined palm oil to be 15 per cent to support domestic processors.
"This is a welcome step to support the farmers. At the same time, the government could have raised the duty difference between crude palm oil and refined palmolein to 12.5-15 per cent to support domestic refiners for value addition," SEA Executive Director B V Mehta told PTI.
He said the decision would help in restricting cheaper imports to protect domestic farmers and processors.
"We import 70 per cent of the edible oil requirement. So, the landed cost of imported oil be such that it do not affect domestic farmers and processors," Mehta said.
India imports about 14.5 million tonnes of vegetable oils (edible and non-edible) per year to meet domestic demand.
Vegetable oil imports increased by 15 per cent in June at 13.44 lakh tonnes, according to industry data.
In the first eight months of the current 2016-17 oil marketing year, the import of vegetable oils rose marginally at 98,63,572 tonnes compared to 97,63,043 tonnes. The move is also expected to give a boost to sowing of oil seeds in the ongoing season. PTI MJH LUX MR

今天满天战争谣言，美国对峙北朝鲜。造成市场情绪疲弱，但是看粽油现货行情，居然相反走向，q强劲的又攀新高。收市2678 rm.

废话，潭桶师爷，想是投资和投机搞浑了。阁下自己想干啥，就干啥。提供错误思想就不好。

people buy high and sell low, i prefer buy low and sell high, that is the secret of stock trading,

don't be silly ,i got friends working in major plantations ,working there for many years, they gave me reliable info.if not you check up with MPOC http://www.mpoc.org.my/Palm_Oil_News.aspx

joetay deliberately tried to misled, misinforming others.OR may be he is working in FGV type of establishment, Just to justified their high cost of production.

http://klse.i3investor.com/blogs/www.eaglevisioninvest.com/129358.jsp

@joetay ,i check around with several plantations, the feedback for the cost of production varies, it is between 1500-1800 rm.and certainly that do not include FGV kind of management.

i did see many MATERIAL LITIGATIONs between THPLANT vs respective parties, and not so with SOP, further your accessment of production cost is bias and not correct (refer your post in calvin column).

no more panic selling? bottom is in ,ai ya , may be time to collect some.

somebody said 1) production cost of cpo is currently rm1.9-2.2k/mt------this can be diputed, the reasons largely depend on how the plantation is being managed,May be FGV type of management , would required that high figure, others may be more managed more efficient and can bring down the cost to 1500-1600rm. i remember many years ago the cost was only 600 rm, In those days , labour and fertilisers, land cost were cheap .

100% agree

don't be silly,HENGYUAN has transformed to be China refinery, serving China market, so you can't used the normal yardstick to measure China state own company,.

well if you lack confidence in the petrochemicals industry ,you should sell all you holding of that stock, i am interested in bargain hunting ,could find great profit in "lerong market"

Lottetitan is not a simple reincarnation of olden day Titan,it is a different set up backed by Korean chemical technology.and research.With petroleum price continues to stay low for long period of time ,petrochemical industry can be benefited as low cost of raw materials persists.

IF dividend policy can be adjusted to 50% pay out from net annual profit, the dividend could be 20 sen as minimun.

ipo price is massively overvalued, initially priced at 8.00, then changed to 6.50, something is fishy there already,now in the market , the price is around 4.50 more reasonable , as the NTA is also around 4.50.

short term speculators love to BS all the time, they just gamble up down on minor price fluctuations, but cannot improve anybody's knowledge of the respective stocks, just contribute worthless talks.

due to annual seasonal variation in supply and demand and pricing factors, the four quaterly results can be estimated in this pattern ,for SOP: 1Q--70M, 2Q-45/50M , 3Q--45/55M, 4Q--70/80M. as rough estimate.so a minimum of 200m plus is assured, as investment stock,not too bad .

don't be silly , cpo price sets to test new high of 3000 ringgit

not genting lah,different category, should be like Vitrox, or MPI, VS,OR Foxcomm,SUMSUNG, ETC same industry sharing the same fate.

current season is a low season for consumer demand ,while fourth quarter is demand high season,you can figure out wat it would be .

CPO price today climbs to 2679 rm for spot delivery.fantastic price for plantation stocks.if CPO price reaches 3000rm per tonnes, like last year,many FUNDS would come in for sure.

Palm hits two-month high on stronger soyoil
July 25, 2017 20:55 pm MYT
KUALA LUMPUR (July 25): Malaysian palm oil futures surged nearly 3% to two-month highs on Tuesday evening, supported by expectations of lower than forecast production in July and tracking strong gains in soyoil on the Chicago Board of Trade (CBOT).
The benchmark palm oil contract for October delivery on the Bursa Malaysia Derivatives Exchange was up 2.9% at RM2,626 (US$613.55) a tonne at the close. That was the highest since May 23 thanks to the best daily gain in more than three months.
Traded volumes stood at 53,471 lots of 25 tonnes each in the evening.
"The palm market was up, riding the CBOT rally on reports of crop damage," one Kuala Lumpur-based futures trader said.
The October soybean oil contract on CBOT rose by 0.9%, in line with soybean prices that hit two-week highs after the US Department of Agriculture said that recent dry weather had damaged more of the crop than expected.
Palm oil prices track movements in related edible oils that compete for a share in the global vegetable oils market.
The trader said the market had lowered its forecast for palm oil production in July, supporting prices in early Tuesday trade.
Palm oil production in Malaysia, the second-largest producer behind Indonesia, is seen rising in the second half of the year, but gains could be limited by the lingering impact of the crop-damaging El Nino in 2015.
Production in 2017 is estimated to reach between 18.7 million tonnes and 19.5 million tonnes, up by about 10% from 2016 levels but below the record high of 19.96 million tonnes in 2015.
Palm oil seems to have stabilised around support at RM2,541 a tonne and could rise towards resistance at RM2,591, said Wang Tao, a Reuters market analyst for commodities and energy technicals.

Palm, soy and crude oil prices at 1208 GMT

Contract Month Last Change Low High Volume
MY PALM OIL AUG7 2650 +57.00 2603 2650 1612
MY PALM OIL SEP7 2635 +71.00 2578 2640 7290
MY PALM OIL OCT7 2625 +73.00 2565 2631 25817
CHINA PALM OLEIN SEP7 0 +0.00 0 0 0
CHINA SOYOIL SEP7 0 +0.00 0 0 0
CBOT SOY OIL DEC7 34.32 +0.23 34.2 34.62 14980
INDIA PALM OIL JUL7 484.80 +5.30 480.00 485.3 1415
INDIA SOYOIL AUG7 644.3 +5.50 641.05 646.5 32010
NYMEX CRUDE SEP7 47.24 +0.90 46.38 47.27 204153
Palm oil prices in Malaysian ringgit per tonne

another MPI in the making.

Fantastic growth stock

management is like shit, non professional,all MCA political appointees,all waiting to collect high salaries only at end of the month, totally unproductive.

global markets are forecasting soybean output (a common substitute of palm oil) in USA, Brazil and Argentina to increase significantly despite unfavourable weather forecast in 2017 (I don't know why such paradox appear).
-----------
the answer to this is quite simple ,the planted acreage this season is report as 7% enlarged as compare to last year, so unfavourable weather may reduce production some what , but still the end result still could be bigger then last year figure.
ON the demand side , you should see China import of soyabean is also increasing with sizeable %. (please refer to USDA world supply and demand report)

the real worry in general,I think is this, people worry about high production in Indonesia,with high supply that may cause CPO price to fall to unprofitable level.This i think is not going to happen.Current Cpo price in world market is around 2500-2600 ringgit per tonnes, and cost of production for CPO ranged from 1500-1700 per tonnes in malaysia.

what trouble land? all farm lands initially are trouble land ,need to be clear ,get trees planted , and put in sufficient fertiliser,and then land becomes good and productive.ShinYang is operating with insufficient capital, incured debt, need to merge with well funded entity.

don't be silly,BN helds themselves only nor for anybody else.SOP 4 rm by year end is possible as profit result would be excellence.Drought condition is developing in US farm belt, if that happens,best for CPO price.

Kuala Lumpur River City (KLRC) project.30 acres (12.14ha) Ekovest on land swap deal with govt

http://www.theedgemarkets.com/article/ekovest-active-rises-427-land-swap-deal-govt

luxchem
http://www.theedgemarkets.com/article/aminvestment-research-starts-coverage-luxchem-fair-value-rm274

投资金律：人弃我取。种植股有成长期，成熟收获期。现在沙劳越棕油，正走到成熟收获期，参考第一季营利，第二月季，将证明此观察。看看k.l.k种植，再比较一下，就明白。目前投资界认为，生产增加，油粽价格会大幅度下降，下降到成本价，造成无利可图。这样是错误的观点，他们没考虑到中国人和中国养殖业也对对油脂的消费正大幅度增长，特别此养禽鸡等需求的增加。油脂正好适当的供应。

look like nylex getting a new life by having many operations reallocated into indonesia.

if no dumping of steel coming from China , choobee will achieve good result from here onward .

just say bad management and corruption at high place resulted in business failure, sumed it up all the long-winded story.

china should have already crashed,but government tight controlled,plus QE ,the procecess would be gradual,trade war with china/US is another worry.

oil and gas business is dead,or near dead, in twenty years all cars will be using hydrogen power or electrical power,

America soyabean crop this year looks as not growing well as earlier expected., soyabeans price keep firming up, so far up 5% from low.CPO price turns steady as well.

don't be silly, goldenT has no proper knowledge of world politics,big powers always play psychological game with each other,and they are not serious about those verbal threats throwing around.anyway the purpose is to exert presssure , the real culprit is Chinese communists behind the scene with provide the backing to NK.

since petrol po kai already, dracula -gowemon no money, so got to suck blood from raayat thro GST,and raise more taxes from orang kaya, by checking past year accounts even 10 years ago.

how about fgv sell to IOI , KLK, GENTINGP, or a consortium ,that also would also provide new blood and paradium shift. but eventually FGV could be taken over by Eagle High, a reverse takeover.

epf sells some of its holdings

诈骗犯在胡说八道。年轻人应该脚踏实践地。努力学习，努力工作。有你资金，才投资。负债投资，万一失败；堕落深渊，无法翻身。一失足成千古恨。负债在牛市才有利，在熊市，绝对不管可以的。现在的市，应该是猴市，玩弄各家。石油价贱，政府无银，到处向民众搜刮。猴市形成。祸国殃民。

stronge upsurge pattern of stock price, tell us we are at right path after all.

2nd quarter result would tell, reaffirm the Indo and Vietnam markets really on expanding mode, if so, would fly.

to reach to those price target , it depends very much on the growth of business in respective markets in indo and Vietnam,i would say highly probable.but currently slide in crude oil , we may face a correction phase.

学海本无涯，投资学海更是如此。冷眼分析也不是无懈可击。多层面推理讨论，本是正途。不应该盲目崇拜。投资重要是讲究预测未来期间出现“forward PE ratio”,未来是存在意想，预测不到的发展。不过把握重要的爆发要素，还是比较有成果的。