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8 comment(s). Last comment by calvintaneng 2016-04-30 18:06

Posted by shortinvestor77 > 2016-04-23 21:12 | Report Abuse

Monsoon rain will come. It is a cycle.

newbie92

418 posts

Posted by newbie92 > 2016-04-24 11:07 | Report Abuse

Calvin, mind to share your top pick for oil palm company? Thanks.

stockmanmy

6,977 posts

Posted by stockmanmy > 2016-04-24 11:16 | Report Abuse

food inflation is back. Better start learning about CPO futures.

calvintaneng

56,632 posts

Posted by calvintaneng > 2016-04-24 13:28 | Report Abuse

newbie92 Calvin, mind to share your top pick for oil palm company? Thanks.
24/04/2016 11:07

These are the ones:


calvintaneng I bought Both Oil Palm Counters & Also CPO Futures!

I bought lots of Oil Palm Counters

But I think these will have more potential to rise by percentage

1) Dutaland.
Insider bought 16 million shares at 47 cents lately. After that they announce land disposals. Selling at Huge Discount to NTA.

2) CBIP & CBIP Warrants
A champion in Modipalm

3) MHC Plant & MHC warrant
Very deeply undervalue lands. Own lands in Damansara. Book Value less than Rm1.00 psf. Amazing value!

4) BPlant (Very high dividend)

5) ThPlant (Well supported by EPF. Dr Neoh also in Top 25 Major shareholders)

6) WTK & JTiasa (WTK still lacks behind JTiasa) With Japan Earthquake reconstruction WTK should rise nearer to JTiasa price

7) KWANTAS (Selling at Huge Discount to NTA)

8) Others are RSawit, Pinepac, Mkh, Cepat and all others.
23/04/2016 12:56

moneySIFU

5,862 posts

Posted by moneySIFU > 2016-04-24 14:48 | Report Abuse

Sometimes, I wonder does anyone know about edible oil market?

Thought this market is only palm oil? Does anyone know there is a big discount between palm oil & soybean oil, consistently for all the times?

moneySIFU

5,862 posts

Posted by moneySIFU > 2016-04-24 14:52 | Report Abuse

I also really wonder if anyone know about the output & stocks available?

Price up also no use if the production output is down at the same time. The total revenue will not go up so much & thus the profitability will not increase much.

If you talk about CPO future, yes, it is relevant & it will go up.

calvintaneng

56,632 posts

Posted by calvintaneng > 2016-04-25 22:39 | Report Abuse

Posted by GorengAyam > Apr 25, 2016 10:07 PM | Report Abuse

http://www.bursamalaysia.com/market/derivatives/prices/

Calvin, keep falling.....Very heavy volume some more.
It looks like plantations are very happy with RM26xx - RM27xx prices
Very good margins and profits maybe...keep selling forward months of 2017 and Jan2018 already...

RM strengthening will cause it to fall as well....as need to compete with soyabean oil..


El Nino & La Nina will wipe off soy oil competition.

Hold tight CPO & all oil palm stocks.

Look straight ahead at Rm3,000 a tonne.

Don't be diverted to left or right.

calvintaneng

56,632 posts

Posted by calvintaneng > 2016-04-30 18:06 | Report Abuse

What to do?

Just buy while it's cheap!

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