joerakmo

joerakmo | Joined since 2014-05-28

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News & Blogs

1 month ago | Report Abuse

Granny US is just a shit stirrer!! Jason Wong was left behind,like the Vietnamese,the Afghans. and even K9 service dogs.. so believe in her promises???.....

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2 months ago | Report Abuse

@8899EL8899 "palm oil drop to rm4000 level,.......cepat will register big loses in the coming quarters,......better go to IT & technology stocks,......"
So sure...go short cepat

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2 months ago | Report Abuse

Euro rapeseed oil figure is wrong;most likely rapeseed and not oil.Given that higher range of oer is 40%, so approximately in Myr per mt about 7790...Use Zhengzhou CZCE july22 rapeseed oil =CNY10916 = Myr7205.CPO still the cheapest oil and we are throwing it away at huge discounts

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2 months ago | Report Abuse

CBOT soyoil Aug22 = Myr 5840,Dalian Soyoil Aug22=Myr6068
Dalian RBD palm olein=Myr5566

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2 months ago | Report Abuse

where is Isa and Mavani? What happen to Eagle High put option?

News & Blogs

2022-06-21 15:47 | Report Abuse

Dalian july22 soyoil CNY11088=Rm7285
Dalian july22 RBD palm olein CNY10694=Rm7026
CZCE july rapeseed oil CNY13864-Rm9109

No point local planters complain labor shortage when they sell at such discounts based on wrong and conflicted advice of that Indian oil trader DM

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2022-05-13 08:59 | Report Abuse

July22 soyoil @ Rm8000...why panic

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2022-04-29 14:13 | Report Abuse

owner managed vs politico appointees manage

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2022-04-28 09:11 | Report Abuse

Plantation co. with exposure to Indon will still post higher profits than last year.GAPKI prices 1Q22 higher than 4Q21.April22 also higher than 1Q22. Most Important is their selling policy, not to sell too far forward. Worst are our Msian GLCS.

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2022-04-27 20:59 | Report Abuse

@Abba84 CBOT July soyoil USD0.85

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2022-04-27 18:42 | Report Abuse

July 22 soyoil Rm8166 now

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2022-04-27 18:30 | Report Abuse

July 22 soyoil Rm8166 now

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2022-04-27 16:33 | Report Abuse

@prudentinvestor I concur

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2022-04-27 15:13 | Report Abuse

Its difficult to reverse large forward sales contracts.Up should have started last year 2021!
Nevertheless it is a start and from quarterly report under derivatives there are now long and short contracts.Assuming UP is successful and ASP is Rm6000(less duties and taxes) 2Q22 EPS should come in approx 50-60 sen

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2022-04-27 14:51 | Report Abuse

still the best dividend yield stock

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2022-04-27 09:13 | Report Abuse

july 22 soyoil = Rm7900

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2022-04-23 18:53 | Report Abuse

It is hypocritical of these foreign institutional buyers of CPO,when prices are high they almost always ask for discount and when prices are low they dont give a shit!!

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2022-04-22 20:56 | Report Abuse

Soyoil up MYR down July Soyoil is Rm7850, Why Malaysia in hurry to sell.

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2022-04-22 20:53 | Report Abuse

Soyoil up MYR down July Soyoil is Rm7850, Why Malaysia in hurry to sell.

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2022-04-22 11:49 | Report Abuse

as of last night prices
CPO is natural hedge against weak ringgit.December 22 soyoil is selling at Rm6850 equivalent.July 22 soyoil is Rm7530 equivalent, a Rm1300 premium over July FCPO
Why Malaysia sell forward at such discount when there is a shortage and when there is demand.

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2022-04-22 01:43 | Report Abuse

CPO is natural hedge against weak ringgit.December 22 soyoil is selling at Rm6850 equivalent.July 22 soyoil is Rm7530 equivalent, a Rm1300 premium over July FCPO
Why Malaysia sell forward at such discount when there is a shortage and when there is demand.

News & Blogs

2022-04-20 12:19 | Report Abuse

@ william you hit it spot on points 2 and 3

News & Blogs

2022-04-20 09:37 | Report Abuse

@Calvin
Get your facts right!

"Because Mhc plant palm oil estates are mostly located in Telok Anson

Those lands are swampy and so quite useless "

Where u think Utd Plt lands are ?They have highest CPO per hectare in whole Malaysia.

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2022-04-20 09:15 | Report Abuse

will it catch up to KLK?? KLK stake worth Rm35.90

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2022-04-15 18:38 | Report Abuse

Soyoil May 22 is Rm7300+,July22 is Rm7100+ and Dec22 isRm6500+

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2022-04-15 09:53 | Report Abuse

its better than FD and FD wont appreciate!

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2022-04-12 14:43 | Report Abuse

@ccwong
Revenue is higher ,include PK but NPAT affected by taxes.My guess about 80+m ie slightly above 10sen

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2022-03-29 10:45 | Report Abuse

Cepat announced div yesterday so MHC likely announce today.

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2022-03-29 10:28 | Report Abuse

4% yield payout in 1 month not bad
probably management holding back because of the duties and taxes and also for working capital ie more ffb milling as they have the EFB,EFB oil and power generation business

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2022-03-28 23:36 | Report Abuse

@calvin The Q was referring to Cepat not MHC.Mr Chan is director(independent non exec of MHC) not owner

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2022-03-28 22:43 | Report Abuse

@Calvin
your statement :mhc people who owned cepat are selling whereas boss of Tsh are buying

Please substantiate dont promote one counter by bullshitting on another

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2022-03-28 18:00 | Report Abuse

@hoot You may be right but does that not apply to chips,metals and fuel prices?
Nothing worries governments more than food and fuel shortages.

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2022-03-28 17:53 | Report Abuse

To the faithful, dividends and special dividends totaling 4 sen

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2022-03-25 15:29 | Report Abuse

Dorab Mistry lah,Oils and fats trader who held back buying for India.Perpetually calling price to drop so he can buy.

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2022-03-25 09:32 | Report Abuse

D.Mistry minion wanna talk price down

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2022-03-24 09:14 | Report Abuse

pendek lagi susah

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2022-03-21 12:18 | Report Abuse

FCPO has been in backwardation since 2020.
Major trend since have been upwards.
Companies that sold spot have much better profit trends than those that sold forward.
My guess is if one have shorted since 2020 and rolled their shorts till now; because of the dynamics and settlement of MDEX,one would still be losing money.

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2022-03-18 09:17 | Report Abuse

Positive news for KLK lah !

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2022-03-18 09:06 | Report Abuse

New Indon policy will benefit those that sell spot(levies and duties uses reference price,not co. selling price,punishes poor sellers) and have own refinery in Indon.

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2022-03-16 10:09 | Report Abuse

6 sen ex div tomorrow and can expect 6sen every quarter!!

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2022-03-15 09:43 | Report Abuse

Argentina banned exports of soy bean and oil