Posted by christophertopher > 2017-05-24 11:02 | Report Abuse

I Like ur article, 加油！

Posted by 3iii > 2017-05-24 12:04 | Report Abuse

Calvin Tan Not all his articles rhyme. However, he has put in some imagination into this article and a lot of effort too. I have read it, and it is interesting and also amusingly entertaining.

Posted by 3iii > 2017-05-24 12:08 | Report Abuse

CBIP has a good product to sell. It has a competitive advantage in its MODIPALM, which is patented. It is more efficient in extracting the products of oil palm and that gives it the edge.

Its main customers are the oil palm growers. Its fortune is tied to the oil palm industry, which is cyclical as we all know.

Its growth will depend on:

1. Commissioning of new MODIPALM mills in new estates.
2. Replacing of old palm oil mills with the better MODIPALM mills.
3. Maintainance and repair of the commissioned mills.

Its long term future looks bright, in a cyclical industry.

Posted by 3iii > 2017-05-24 12:11 | Report Abuse

Shareholding Changes
Date Shares Director/
Substantial Shareholder
17 Jan 2017 Disposed
2,000,000 Datuk Lim Chai Beng
17 Jan 2017 Disposed
2,000,000 Datuk Lim Chai Beng
22 Aug 2016 Disposed
1,000,000 Datuk Lim Chai Beng
22 Aug 2016 Disposed
2,400,000 Datuk Lim Chai Beng
22 Aug 2016 Disposed
1,000,000 Datuk Lim Chai Beng
22 Aug 2016 Disposed
2,400,000 Datuk Lim Chai Beng
19 Aug 2016 Disposed
2,000,000 Datuk Lim Chai Beng
19 Aug 2016 Disposed
2,000,000 Datuk Lim Chai Beng
13 Jun 2016 Acquired
235,400 Mr Lim Chai Beng
10 Jun 2016 Acquired
245,000 Mr Lim Chai Beng

Posted by 3iii > 2017-05-24 12:13 | Report Abuse

Mr. Lim Chai Beng disposed more than 14 million shares from August 2016 to January 2017.

Posted by 3iii > 2017-05-24 12:13 | Report Abuse

Interestingly, CBIP has been doing buybacks of its own shares during the same period.

Posted by 3iii > 2017-05-24 12:19 |

Post removed.Why?

Posted by 3iii > 2017-05-24 12:21 | Report Abuse

CBIP Financial Information
Market Capital (RM)
: 1.136b
Number of Share
: 538.25m
EPS (cent)
: 18.22 * (ttm)
P/E Ratio
: 11.58
ROE (%)
: 13.20
Dividend (cent)
: 10.000 ^
Dividend Yield (%)
: 4.74
Dividend Policy (%)
: 0
NTA (RM)
: 1.380
Par Value (RM)
: 0.500

Posted by calvintaneng > 2017-05-24 12:36 | Report Abuse

Calvin welcome 3iii to comment.

All should give views and not just waste time passing irrelevant remarks.

A dividend yield of 4.74% is better than IcapBiz putting monies in FD.

There are further positives coming for CBIP

Its plantation lands now more than 3 years old in Kalimantan will be fruiting now.

Latest report is Modipalm moving into the South American continent.

Management already hinted that due to El Nino collections have slowed down to give debtors breathing space. So now that CPO prices and FFB productions have increased more Cash will be finally collected.

As such Company thinks CBIP has turned the corner. Recent buy back support is as high as Rm2.11

As most Klse stocks have gone up from 30% to even 300% in frenzy - selling high flyers and locking into the Value of Cbip provides safety cum growth.

Just before the onslaught of the Asian Financial Crisis of 97/98 Peter Lim the Remisier King of Singapore sold all his shares and bought into Wilmar the plantation stock that not only survived but made him a billionaire.

Posted by king36 > 2017-05-24 14:18 | Report Abuse

u r right. But some still think TTB as WB of M'sia, keeping losing his investment for the last 5 yrs enjoying the NTA & paying for the shareholders.

A dividend yield of 4.74% is better than IcapBiz putting monies in FD.

Posted by calvintaneng > 2017-05-24 14:46 | Report Abuse

https://www.youtube.com/watch?v=FDpy4nwFarw

Posted by Albukhary > 2017-05-24 15:26 | Report Abuse

Calvin, is MBL the biggest competitor for CBIP?
In my opinion, CBIP target big plantation estate, while MBL target small plantation estate.

Posted by chanmun97 > 2017-05-24 16:32 | Report Abuse

I LOVE YOU Calvin

Posted by Michael Wong Yew Kong > 2017-05-24 16:38 | Report Abuse

Good to read. Thanks Calvin

Posted by benjaminye > 2017-05-24 17:30 | Report Abuse

the company is starting another phase of share buy back, may be they are about to receive the long waiting tax exemption on the ZERO DISCHARGE PROJECT.

Posted by calvintaneng > 2017-05-24 18:56 | Report Abuse

Takashi Sorimachi Both CBIP, Old Town Coffee & Nestle are in similar industries because they all deal with Palm Oil.

lol
24/05/2017 12:58

Yes, there is an indirect link by palm oil.

For the same reason I bought Daibochi at 60 sen when I saw
a sea of green in daibochi who made the plastic packing for milo
a sea of yellow in maggi mee
a sea of red in kit kat wrappers

Daibochi riding on Nestle's success jumped to Rm4.00

Posted by calvintaneng > 2017-05-24 19:00 | Report Abuse

Albukhary Calvin, is MBL the biggest competitor for CBIP?
In my opinion, CBIP target big plantation estate, while MBL target small plantation estate.
24/05/2017 15:26

Dolphin's half baked partly manual & clumsy machinery pose no challenge to CBIP's Modipalm at all.

Posted by calvintaneng > 2017-05-24 19:02 | Report Abuse

Michael Wong Yew Kong Good to read. Thanks Calvin
24/05/2017 16:38

TKVM

I am humbled. Thought I offended many?

Posted by calvintaneng > 2017-05-24 19:03 | Report Abuse

稻田·* 片片绿青~粒粒芳香 calvin boss...

wonder CBIP LIm pay U how much promotion fees???

I asked him in a function... He told me he does not know you in person...
24/05/2017 17:17

Duit,

I promoted Pm Corp the mostest yet I haven't met Tan Sri KKP before

Posted by calvintaneng > 2017-05-24 19:04 | Report Abuse

benjaminye the company is starting another phase of share buy back, may be they are about to receive the long waiting tax exemption on the ZERO DISCHARGE PROJECT.
24/05/2017 17:30

Share buy back is generally a good sign

Posted by AK2899 > 2017-05-25 00:58 | Report Abuse

GSB MUID all also world champion !

Posted by calvintaneng > 2017-05-25 01:10 | Report Abuse

Posted by AK2899 > May 25, 2017 12:58 AM | Report Abuse

GSB MUID all also world champion !

Yes,

GSB is champion now in Johor. They worked overtime. Even at midnight the cranes are all lighted up brightly & work continues into the wee hours. Other bigger projects have their work stopped at 6pm sharp.

So GSB is champion overtime developer Now!

As for MuiBhd it is champion instock crash history

Crashed from high of Rm24.00 to only 20 sen - a world champion crash stock of 999.7% drop!!

Calvin loves this stock. Bought at 18 sen & still holding tight.

Now go buy CBIP the World Champion from Malaysia!!

Posted by pengembaraalam > 2017-05-25 01:17 | Report Abuse

oh my dear, u are promoting now? How can I get cheaper if u keep promoting? I want to buy below RM2

Posted by calvintaneng > 2017-05-25 01:27 | Report Abuse

So late now. And in this quiet night think of these facts

1) CBIP is a monopoly in Oil Palm just as Top Glove is Top in rubber gloves. So CBIP is a World Class Player.

2) CBIP top holder is Felda. Felda is among the World's Top Plantation owner. So riding on projects from Felda (Sime Darby & Others) ensure lots of business for CBIP.

3) CBIP is a Malaysia Home Grown World Class Company. So Govt takes a special interest in it. And VALUE CAP Supports it.

4) CBIP is coming out with another good quarter soon - making its P/E ratio to single digit only. This will be the top plantation company for growth.

5) A nice 4.74% dividend beats Bank FD anytime.

6) Its Fully Auto Modipalm now launched. Will garner even better sale

7) Unknown to many CBIP has purchased 14,566 acres of Oil Palm Plantations in Kalimantan, Indonesia. Already 3 to 5 years year the FFB should add to revenue soon. This will be a profit booster for the next 22 years.

8) with increasing CPO harvest plus good prices collections have improved. So monies now flowing into CBIP coffers.

9) Management sees CBIP share as undervalue currently - so it is doing SBB.

10) All export furniture, water pipe, construction stocks, steel stocks, plastic stock, IT Stocks, logistic stock, E&E stocks have seen their rotational bull run.

The time for PLANTATION STOCKS TO GO INTO A BULL RUN IS RIPE

So buy early while prices are still cheap.

Posted by kanter > 2017-05-25 06:52 | Report Abuse

This is already well-known blue chip. Nothing to shout above.

The value already uncovered since the past decade tough it might be growth organically.

You won't be able to make 10 baggers here

If you still intended to dream about that..you need to bring yourself back to future to the year 2000.

This is the reality! .

Posted by skyz > 2017-05-25 08:58 | Report Abuse

yes, the past quarters shown consistent profit increase trend but seems like all this has been priced in. and if upcoming quarter fail to continue this trend and meet up to expectation, the share price will go trend southways. this is a time to harvest, not to reap. just my 2 cents

Posted by calvintaneng > 2017-05-25 09:32 | Report Abuse

Good morning,


There are 3 stages of growth

1) The running stage when land is flat - very fast growth
2) The walking stage when you go up a hill - now stable growth
3) The climbing stage when you are at mountain peak - turning into a reit/bond stage like Nestle, Dutch Lady or Coca cola

Right now CBIP is going from fast growth to stable growth.

As 14,566 acres of oil palm ready for harvesting plus servicing of existing Modipalm set ups the recurring future income can go to paying higher dividends.

So I think with its Monopoly & moat cum increasing dividend payout it should grow into a rock solid stalwart.

I think price should move up to next level as P/E still in single digit.

Posted by 3iii > 2017-05-25 10:21 | Report Abuse

>>>>

calvintaneng Good morning,


There are 3 stages of growth

1) The running stage when land is flat - very fast growth
2) The walking stage when you go up a hill - now stable growth
3) The climbing stage when you are at mountain peak - turning into a reit/bond stage like Nestle, Dutch Lady or Coca cola

Right now CBIP is going from fast growth to stable growth.

As 14,566 acres of oil palm ready for harvesting plus servicing of existing Modipalm set ups the recurring future income can go to paying higher dividends.

So I think with its Monopoly & moat cum increasing dividend payout it should grow into a rock solid stalwart.

I think price should move up to next level as P/E still in single digit.<<<<



Reading this post will not benefit your investing.

Posted by calvintaneng > 2017-05-25 15:48 | Report Abuse

3iii >>>>

calvintaneng Good morning,


There are 3 stages of growth

1) The running stage when land is flat - very fast growth
2) The walking stage when you go up a hill - now stable growth
3) The climbing stage when you are at mountain peak - turning into a reit/bond stage like Nestle, Dutch Lady or Coca cola

Right now CBIP is going from fast growth to stable growth.

As 14,566 acres of oil palm ready for harvesting plus servicing of existing Modipalm set ups the recurring future income can go to paying higher dividends.

So I think with its Monopoly & moat cum increasing dividend payout it should grow into a rock solid stalwart.

I think price should move up to next level as P/E still in single digit.<<<<



Reading this post will not benefit your investing.

Correct loh! You won't benefit by just reading. After you have read very carefully you must put some money into CBIP shares to benefit

Yahoo!

Posted by 3iii > 2017-05-25 16:06 |

Post removed.Why?

Posted by 3iii > 2017-05-25 16:07 | Report Abuse

Calvin, why has Lim Chai Beng been selling his shares the recent months?

Posted by calvintaneng > 2017-05-25 16:21 | Report Abuse

Posted by 3iii > May 25, 2017 04:07 PM | Report Abuse

Calvin, why has Lim Chai Beng been selling his shares the recent months?

Why?

Why Company issued him 100 millions Bonus shares?

Why he only sold 9.4 million shares and not more than 10% of total issued

Last time same question was asked

Why should YTL-Cement be good when One Indian Director sold down?

Sold at what price? Yes, he sold YTL-Cement for only a mere Rm2.40

Calvin & Johor Buddies loaded up on YTL-Cement at Rm2.40 when Calvin saw YTL-Cement delivering 1 million cubit cement aggregate to Singapore Casino.

So?

So Calvin was Chun Chun when Yeoh Tiong Lay took YTL-Cement private at Rm5.00

All of us made 100% profit from YTL-Cement.

So Calvin believes in Research.

Success is repeated all the time if you know how!

Posted by 3iii > 2017-05-25 22:28 | Report Abuse

Asked Calvin a simple questionand he gave a long winded non-answer.

Posted by calvintaneng > 2017-05-25 22:51 | Report Abuse

Haha!

A simple answer?

Only Boss himself know the reason. We can only make a guess.
Could be he wants to buy a bigger house, going for oversea holiday, children's education, invest in gold, or other reasons.

Any one of the reason or combination of all.

Now don't just ask questions. Go and buy some Cbip and don't miss the bull run.

Posted by okdoke > 2017-05-25 23:37 | Report Abuse

Dato Lim CB sold 9.4m shares. Has he done with selling or he would sell more after he completed the first 10% to enjoy his bonus? Thanks in advance.

Posted by calvintaneng > 2017-05-26 06:58 | Report Abuse

Good morning,

Better don't speculate what Dato Lim is doing. Look at the Company as a whole.

At this moment all Palm oil stocks are reporting increasing revenue. Profits depend on each ability's to manage its own business.

And for small to mid cap Govt has allocated another Rm3 billion to give support. ValueCap already in top 30 shareholders of Cbip. So from here even Govt sees its importance.

More so as all the positives are now converging for all laggard Palm oil stocks.

In the rotational bull run of all other counters like construction stocks, Internet stocks, logistic stocks, GST stocks, steel stocks, export furniture stocks the time for the bull run of palm oil stocks has come!!

Palm oil stocks - the coming bull run

Don't miss!!

Posted by 3iii > 2017-05-26 07:42 |

Post removed.Why?

Posted by 3iii > 2017-05-26 07:45 | Report Abuse

How objective is Calvin in his analysis? Almost all his posts suffer from this lack of a balance view.

Posted by calvintaneng > 2017-05-26 08:42 | Report Abuse

Whoa!

Early early morning come out spewing doubts?

Boss last sold in January 2017. Now already May 26th 2017. You should ask this question, "Why Top Boss still keeping the other 90.6% of the Bonus Issues? And all his original purchases also holding so tightly?

Why major in small things all the time

Are you really the small little frog in the well?

LEARN TO SEE THE BIGGER PICTURE!

This is now the Turning Point for Palm OIl Stocks

See good results came out for ThPlant, TDM. IJM Plant, KLK, Batu Kawan, Gopeng, SwkPlant last few days!!

And more GOOD NEWS FOR PALM OIL COUNTERS WILL BE ROLLING OUT ONE BY ONE TODAY.

Just WATCH!!

Posted by calvintaneng > 2017-05-26 08:47 | Report Abuse

More good news

Govt GlC Companies now allocating Rm3 Billions to buy small & midcap stocks

ValueCap already got position in CBIP

More will follow?

See

https://www.nst.com.my/business/2017/05/242678/allocate-rm3b-spur-small-mid-cap-sector-johari-tells-glic

Posted by Patron > 2017-05-26 10:10 | Report Abuse

this joker just see what he wants to see , thinks what he wants to think , say what he wants to say , and hear what he wants to hear. typical singaporean. kiasu and kiasi. act like big time analist but result speaks otherwise. knn.

Posted by calvintaneng > 2017-05-26 18:17 | Report Abuse

Hi guys,

Today is a day of carnage caused by uncertainty.

CBIP again did SBB at 2.12 to 2.13 for 109 lots.

That's why Calvin thinks better sell all high flying stocks and lock into the safety of Palm Oil stocks.

https://klse.i3investor.com/servlets/stk/annshrtxn/7076.jsp

All Palm Oil stocks are reporting higher revenue one by one

Posted by calvintaneng > 2017-05-26 23:18 | Report Abuse

Hi guys,

Just arrived home in Singapore.

It's been a hectic week in Booming Iskandar.

Today,

Kwantas came out with a very excellent set of results.

RSawit's Revenue also Jumped Up although still negative

This week witnessed Geely taking 51% of Lotus & 49% of Proton. Lotus being a sports car will earn big margins for Geely & Proton.

CBIP SBB done at new high of Rm2.13 this week. Looks like Company is continuing with its SBB.

Note: Last time my Johor SIFU made tonnes of money just loading up on Mamee warrants. Mamee SBB pushed price up all the way until MAMEE was finally taken private. So he just rode on Mamee through riding on Mamee warrants. It was really a no brainer in making money if you know which direction Company is heading to.

Posted by sell > 2017-05-26 23:22 | Report Abuse

Shareholding Changes
Date Shares Director/
Substantial Shareholder
17 Jan 2017 Disposed
2,000,000 Datuk Lim Chai Beng
17 Jan 2017 Disposed
2,000,000 Datuk Lim Chai Beng
22 Aug 2016 Disposed
1,000,000 Datuk Lim Chai Beng
22 Aug 2016 Disposed
2,400,000 Datuk Lim Chai Beng
22 Aug 2016 Disposed
1,000,000 Datuk Lim Chai Beng
22 Aug 2016 Disposed
2,400,000 Datuk Lim Chai Beng
19 Aug 2016 Disposed
2,000,000 Datuk Lim Chai Beng
19 Aug 2016 Disposed
2,000,000 Datuk Lim Chai Beng
13 Jun 2016 Acquired
235,400 Mr Lim Chai Beng
10 Jun 2016 Acquired
245,000 Mr Lim Chai Beng

Posted by sell > 2017-05-26 23:23 | Report Abuse

Lim Chai Beng also no confident?

Posted by calvintaneng > 2017-05-26 23:25 | Report Abuse

What is a mere disposal of 9.4 million shares when Top Boss was allotted over 100 million bonus shares?

OPEN YOUR EYES AND SEE

LIM CHAI BENG 10-Apr-2015 Transferred 1,000,000 0.000 View Detail
LIM CHAI BENG 09-Apr-2015 Transferred 4,000,000 0.000 View Detail
LIM ZEE PING 09-Apr-2015 Transferred 2,000,000 0.000 View Detail
LIM CHAI BENG 11-Nov-2014 Others 87,356,860 0.000 View Detail
LIM CHAI BENG 11-Nov-2014 Others 2,187,500 0.000 View Detail
LIM CHAI BENG 11-Nov-2014 Others 29,120,175 0.000 View Detail
LIM CHAI BENG 11-Nov-2014 Others 729,165 0.000 View Detail
LIM CHAI HUAT 11-Nov-2014 Others 11,085,000 0.000 View Detail
LIM CHAI HUAT 11-Nov-2014 Others 3,695,000 0.000 View Detail
LIM ZEE PING 11-Nov-2014 Others 280,666 0.000 View Detail
LIM ZEE PING 11-Nov-2014 Others 842,000 0.000 View Detail
MAK CHEE MENG 11-Nov-2014 Others 7,438,330 0.000 View Detail
MAK CHEE MENG 11-Nov-2014 Others 2,479,443 0.000 View Detail
TAN SRI DATUK DR. YUSOF BIN BASIRAN 11-Nov-2014 Others 133,333 0.000 View Detail
TAN SRI DATUK DR. YUSOF BIN BASIRAN 11-Nov-2014 Others 400,000 0.000 View Detail
TENGKU DATO' ARDY ESFANDIARI BIN TENGKU A. HAMID SHAH 11-Nov-2014 Others 1,680,000 0.000 View Detail

Posted by 3iii > 2017-05-27 16:11 | Report Abuse

2013 to 2016

Revenues & Earnings have been flat.

Operating profits have been flat.

Invested capital have grown over the years.


Thus,

(1) Over the last 4 years, no revenues or earnings growth.

(2) Over the last 4 years, its ROIC have been declining.


How much additional value has this company created for its shareholders the last 4 years?

Accordingly, its share price reflects its intrinsic value for the moment, appropriately.

Posted by calvintaneng > 2017-05-27 22:13 | Report Abuse

Last 4 years what happened?

1) Invested in a factory

GRN45731, Lot 6074,
Mukim Kapar, Daerah
Klang, Selangor
Industrial land with a
3 storey office
building and 2 singlestorey
factory
buildings
Freehold
Year 2013 40,494 sq meter or 535,877 sq ft or about 10 acres freehold building lands for Rm32.8 millions

With Great KL MRT this factory has appreciated in value.


2) Invested & planted 14,573 acres of Oil Palms in Kalimantan. It takes 3 years after planting Oil Palm to bear fruit.

So after all the hard work the 3 year old Oil Palms are now bearing fruit.

See
Kecamatan Lamandau,
Kapubaten Lamandau,
Kalimantan Tengah.
Indonesia
Plantation land with
estate buildings and
oil palm plantation
Leasehold for
35 years/
Expiring on 23
October 2049

Year 2014 bought 5,898 (hectares of land for Oil Palms)
5,898 x 2.471 to convert to acres = 14,573 ACRES OF FRUITING OIL PALMS (THIS WILL CONTINUE WITH EVER INCREASING YIELD OF FFB (FRESH FRUIT BUNCHES) FOR THE NEXT 22 YEARS


3) COMPANY IS DESIGNING THE FULLY AUTOMATIC MODIPALM & EXPORTING IT WORLD WIDE - LATEST IS SOUTH AMERICA

See

https://www.youtube.com/watch?v=FDpy4nwFarw

Posted by calvintaneng > 2017-05-31 22:30 | Report Abuse

strong value growth company

Posted by John Lu > 2017-06-02 07:43 | Report Abuse

Calvintaneng will give 5 stocks for you to buy every month ( if u dont believe, u just wait for his up coming article and start counting)
With 1 year 12 months x 5 = 60
In 3 years Calvintaneng has gave 180 counters for you to buy.

180 stock is almost 18% of the total stock in bursa.

Out of 180 stock given by calvintaneng, 95% go holland!!

So...i assume calvintaneng total net worth at rm10 million which i think impposible he has so much of money, he said he only invest 3% of his capital (u believe?? Haha...u know, i know...LOL)

10 mil x 3% = 300k

So, calvintaneng, can u answer my question below?
1)with 300k, how you allocate this 300k into the total 180 stock that your chun chun holland call?

Assumed per stock average at 50c, 300k only can buy around 600 lots only (1 lot x 1000 units)...so, the 180 counter that calvin chun chun call, actually he is buying around 3.5 lots for every counter for that 180 stock.

Can u imagine you promote so aggresive with the misleading article title i.e: Most undervalue stock in the world etc but end up u only buying 3.5 lots??

2)10% of your stock make money only (base on my record only 5% of your stock go up and 94% of your stock pick still at lose), how is your performance so far in your portfolio?

3)Just answer me "Yes" or "No" for this 3rd question. Are u deserve for rank 224 in 2017 stock pick? If no, what will be your estimation rank by 31/12/2017?

I am waiting for your clarification with solid justification and proof.