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???.....

where corporate governance and responsibility:
https://www.theedgemarkets.com/article/look-urusharta-jamaahs-financials

https://www.theedgemarkets.com/article/tabung-haji-buys-london-property-rm13-billion-sgxlisted-sinarmas

Why Dorab Mistry so angry....back in May
https://www.businessinsider.in/business/corporates/news/godrejs-dorab-mistry-shoots-off-angry-letter-to-indonesian-government-over-palm-oil-issue/articleshow/91826446.cms

Wrong in 2020...wrong in 2021
Why never comment on soybean oil??

suggested for Calvin:
https://www.wiley.com/en-gb/Investment+Valuation%3A+Tools+and+Techniques+for+Determining+the+Value+of+Any+Asset%2C+3rd+Edition-p-9781118011522

@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

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

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

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

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

July22 soyoil @ Rm8000...why panic

owner managed vs politico appointees manage

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.

@Abba84 CBOT July soyoil USD0.85

July 22 soyoil Rm8166 now

July 22 soyoil Rm8166 now

@prudentinvestor I concur

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

still the best dividend yield stock

july 22 soyoil = Rm7900

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!!

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

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

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.

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.

@ william you hit it spot on points 2 and 3

@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.

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

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

its better than FD and FD wont appreciate!

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

Cepat announced div yesterday so MHC likely announce today.

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

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

@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

@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.

To the faithful, dividends and special dividends totaling 4 sen

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

D.Mistry minion wanna talk price down

pendek lagi susah

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.

Positive news for KLK lah !

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.

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

FYI on fertilizer needs Palm v soy v rapeseed
https://gapki.id/en/news/18630/oil-palm-plantations-use-inorganic-fertilizer-higher-than-other-vegetable-oils-myths-facts-2-03

https://www.scmp.com/news/world/article/3170407/india-may-buy-discount...

India must be desperate to risk sanctions

https://www.scmp.com/news/world/article/3170407/india-may-buy-discount...

India must be desperate to risk sanctions

https://www.scmp.com/news/world/article/3170407/india-may-buy-discounted-russian-oil-and-commodities-say-officials

India must be desperate to risk sanctions

Argentina banned exports of soy bean and oil

https://www.reuters.com/world/americas/argentina-halts-export-registration-soy-oil-meal-2022-03-14/

https://www.reuters.com/world/americas/argentina-halts-export-registration-soy-oil-meal-2022-03-14/