4 people like this.
9 comment(s). Last comment by calvintaneng 2021-06-22 14:07
Reichwerden
117 posts
Posted by Reichwerden > 2021-06-21 01:12 | Report Abuse
CPO PRICE DROP8 > 20%
calvintaneng
53,217 posts
Posted by calvintaneng > 2021-06-21 06:03 | Report Abuse
Cpo went up from Rm2,000 per ton to Rm4,800 per ton. Now only retracing Thplant's palm oil lands are concentrated in Trengganu Pahang Johor Sabah, Sarawak and Kalimantan Pahang and Trengganu are along the Ecrl route while Sarawak and SABAH are along the Pan Borneo Highway So these highways will unlock value all along it's routes And being a larger size palm oil owner there is economy of scale Thplant cost of Cpo production is only Rm1,465 per ton. Thplant also got its own palm oil mills At Rm2,500 it is making 70% percent gross profit At Rm3,000 it is making 100% At Rm3,500 it will be excellent At Rm4,000 it will be fantastic All these good factors have come into play more than 6 months already but not yet reflected in Thplant share price as yet. So Thplant is a real bargain now with all it's hidden potential so apparent now for anyone to have missed
Posted by calvintaneng > 2021-06-21 06:23 | Report Abuse
Thplant owns a total of 6 palm oil mills. Plus it has very long term strategic investments in 3,830 acres of Teak wood planted in SABAH
Thomas Chan Yeu Wai
84 posts
Posted by Thomas Chan Yeu Wai > 2021-06-21 12:03 | Report Abuse
nice analysis sifu calvin.
Posted by calvintaneng > 2021-06-21 19:45 | Report Abuse
TYVM Thomas I see you also bullish on Taann which is also a great defensive stock KEEP VERY SAFE FOR NOW!
Posted by calvintaneng > 2021-06-22 13:54 | Report Abuse
Soybean oil in dalian holding above Usd60 gives support to fcpo at Rm3,490 Since Thplant cost of cpo production only Rm1,465 the more than 100% gross profit is superb
Posted by calvintaneng > 2021-06-22 14:02 | Report Abuse
Rm3,490 - Rm1,465 = Rm2,025 gross profit per ton Last time Cpo price was Rm2,000 per ton Now is Cpo profit is Rm2,025 per ton How could I miss?
Lukey_Greek
287 posts
Posted by Lukey_Greek > 2021-06-22 14:06 | Report Abuse
Go study more of last quarter profit composition. Dont mislead the investors & got a potential surprise -ve profit for the coming quarter due to fair value loss.
Posted by calvintaneng > 2021-06-22 14:07 | Report Abuse
Since Thplant cost of cpo production is only Rm1,465 Cpo at Rm2,500 will yield more than 70% gross profit and more than enough to cover sukuk loan plus a profit If Cpo at Rm3,000 will be good Cpo at Rm3,500 will be great Cpo at Rm4,000 will be fantastic
No result.
MQ Chat
Send individual or group chats with anyone on i3investor
MQ Trader
Earn MQ Points while trading with MQ Trader
MQ Affiliate
Earn side income from Affiliate Program
MQdemy
Online learning and teaching marketplace
1
Good Articles to Share
Malaysia in Talks With Tycoons on Casino to Revive $100 Billion Forest City
2
save malaysia!
High Court bins Musang King farmers’ bid to challenge land eviction notice in Pahang
3
PM denies claims that govt issuing casino licence for Forest City
4
TNG eWallet denies fraud activity in singer Zahid Baharuddin’s case, so how did his wife lose over RM10,000?
5
Rafizi sees Malaysian economy strengthening alongside Bursa
6
Alphabulltrading
Is DXN Currently Undervalued With Its Record High Earnings?
7
THE INVESTMENT APPROACH OF CALVIN TAN
TSH RESOURCES (9059) 2023 ANNUAL REPORT: SHOWS A WONDERFUL COMPANY WITH AMAZING CHANGES, By Calvin Tan
8
BFM Podcast
Top 5 At 5: What Impact do Human Rights Reports Have on Malaysia?
#
Stock
Score
OPENSYS
OPENSYS (M) BHD
1000
MPI
MALAYSIAN PACIFIC INDUSTRIES
362
PTRANS
PERAK TRANSIT BERHAD
352
HLIND
HONG LEONG INDUSTRIES BHD
345
SAPNRG
SAPURA ENERGY BERHAD
291
DNEX
DAGANG NEXCHANGE BERHAD
269
YTLPOWR
YTL POWER INTERNATIONAL BHD
267
MYEG
MY E.G. SERVICES BHD
236
9
GENTING
GENTING BHD
214
10
PBBANK
PUBLIC BANK BHD
185
Stock Name
Last
Change
Volume
HSI-CVW
0.25
+0.02
131,494,600
0.045
0.00
124,101,700
ICONIC-WA
0.025
+0.005
118,803,200
BJCORP
0.295
+0.01
117,558,500
HSI-HUS
0.125
-0.015
105,603,900
HSI-HSZ
0.28
-0.03
96,692,300
INGENIEU
0.115
93,899,000
EKOVEST
0.45
-0.01
76,041,400
FITTERS
0.05
63,452,300
BPURI
0.075
58,428,600
NESTLE
127.00
+0.70
93,700
HEIM
23.36
+0.36
131,400
UTDPLT
26.38
+0.28
487,100
CRESNDO
3.88
+0.27
1,425,700
KLCC
7.70
+0.16
132,900
HSI-CVX
0.885
+0.155
2,000
AHEALTH
3.20
+0.10
470,900
HSI-CV5
0.56
8,300
NPC
1.80
7,600
TAS
0.675
+0.09
16,755,700
HSI-HS9
0.92
-0.39
29.94
-0.28
84,400
ALLIANZ
20.90
-0.22
35,100
ORIENT
6.97
-0.18
1,220,900
AMLEX
90,200
GESHEN
3.77
36,700
PIE
5.86
-0.17
1,151,200
NVIDIA-C1
4.09
35,600
AJI
19.22
-0.16
26,000
HSI-HUT
0.48
-0.155
25,000
Time
Signal
Duration
QES
QES GROUP BERHAD
2024-04-25 16:55:00
EMA 5
5 Mins
AGX
AGX GROUP BERHAD
SAM
SAM ENGINEERING & EQUIPMENT
REDTONE
REDTONE DIGITAL BERHAD
ADX
SCIENTX
SCIENTEX BERHAD
SBH
SBH MARINE HOLDINGS BERHAD
WPRTS
WESTPORTS HOLDINGS BERHAD
DXN
DXN HOLDINGS BHD.
SCGM
SCGM BHD
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Reichwerden
117 posts
Posted by Reichwerden > 2021-06-21 01:12 | Report Abuse
CPO PRICE DROP8 > 20%