add last balance capital to Lctitan at 2.13

cut jtiasa at 68.5-69.5sen

cut BPlant at 48-49sen

add last at 72.5sen

bought back JCY at 73.5sen

bought FP at 1.01

bought krono at 56.5-57sen

Thanks Choivo Capital for your very comprehensive thesis on Lctitan.

add more LCtitan at 2.06

sold back at 1.70

sell on strength, sold at 76.5sen, realize profit first

CPO recover back to RM 3000 soon

Super bullish

Have dual plantation stock in portfolio, but, these time, boustead stake is far bigger than jtiasa due to consideration now that Jtiasa still have loss making timber that erode its CPO profit.

Whereas, Boustead plantation have comparable CPO production with jtiasa, but is pure CPO stock. Boustead is top pick, jtiasa is second for trading purpose.

Boustead plantation have about same CPO production if compared to jtiasa, but it have nil loss making timber to erode its profit.

Boustead plantation is top pick for pure palm exposure.

JCY hard disc storage is key beneficial for data storage in digitization and cloud computing

Super undervalue PURE CPO stock

Digitization storage and cloud computing are next growth sector

Add full margin at 50sen

bought back JHM at 1.61

bought back JCY at 71.5sen

bought back jtiasa at 73sen

bought back BP plantation at 49.49.5sen

sold back careplus at 3.26-3.27

super bullish

bought maximum and all margin fund, all in careplus at 2.95-2.98

cut myeg at 1.35, free up capital first

sold back RS at 28.5-29sen, free up capital first

sold back jtiasa at 77sen, free up capital first

INDONESIA AIMS TO FINISH RESEARCH ON 40%-PALM-BASED BIODIESEL IN NOV
Indonesia, the world's largest palm oil exporter, plans to finish research into biodiesel containing 40% palm oil by November, the head of the energy ministry's research department said on Wednesday.

The country will implement the mandatory use of biodiesel containing 40% palm oil, known as B40, in July 2021 as it seeks to increase domestic palm oil use while slashing regular diesel imports......

Malaysian companies could take advantage from the news that Indonesia may further increase palm oil export levies in future to support its ambitious biodiesel programme. Indonesia raised its levy on crude palm oil exports in June to $55 per tonne and the government has pledged 2.78 trillion rupiah financial assistance for the programme. Indonesia biodiesel programme is expected to limit its supply of palm oil for export purposes thus could result in a gap that is expected to be filled by Malaysia

CPO > RM 3000 = planter earning too much profit = Gov Windfall profit tax, but limited to only 1.5% for jtiasa CPO above RM 3000 = windfall profit affect very mildly = sky rocket share price

Many glove stock afraid of potential windfall tax in coming budget due to earning profit too much, windfall profit give rise to glove stock sky rocket share price.

But, planter CPO already subject to windfall tax due to windfall profit above RM 3000, therefore, windfall profit will five rise to planter stocvk sky rocket share price too.

For planters in Sabah and Sarawak, a 1.5% windfall tax will be slapped if CPO prices exceed RM3,000 per tonne. Jiasa palm all locate in Sarawak, CPO currently still surpass slightly above RN3000, so, just a very modest 1.5% on excess threshold is applicable for windfall tax only.

Jtiasa still in big advantage and its windfall profit is relatively unaffected if compared to peninsular planter in which, double up windfall tax rate or 3% windfall tax per tonne is imposed on planters in Peninsular Malaysia if CPO prices surpass RM2,500 a tonne,

Add all margin in Jtiasa at 76sen

bought Rsawit at 29sen

bought back all jtiasa at 77-77.5sen

add myeg at 1.37

sold BPlantation at 54sen, locked profit first

sold back jtiasa at 83-83.5sen, locked profit first

As 172 Countries Join COVAX Vaccine Plan, Malaysia Still Talking To WHO

https://codeblue.galencentre.org/2020/09/18/as-172-countries-join-covax-vaccine-plan-malaysia-still-talking-to-who/

Remark: Boustead subsidiary pharamniaga is task to be covid vaccine manufacture for local Malaysian

Boustead = boustead plantation + pharmnaiaga + boustead heavy industries + bp petrol station + mutiara Damansara + the curve mall, hotel, office tower etc.

Just boustead plantation alone already almost match entire boustead

LTAT offer 80sen to takeover is not worth of consider anymore in view of strong CPO profit forward. It need to revise up significantly as its previously right issue is price ar 2.55

Still lagging far behind CPO stock, need momentum to catch up

:DDDDDDDDDDDDDDDD)

:DDDDDDDDDDDDDDDD)

super bullish

super bullish

super bullish

Ir worth to use reference link above as guideline for share price performance next after CPO rally above RM 3000

https://klse.i3investor.com/blogs/kianweiaritcles/2020-01-09-story-h1482094309-COMMENTS_ON_BOUSTEAD_PLANTATIONS_BERHAD_5254_louisesinvesting.jsp