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
56,437 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
308 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
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#
Stock
Score
GENTING
GENTING BHD
1000
YTLPOWR
YTL POWER INTERNATIONAL BHD
909
MAYBANK
MALAYAN BANKING BHD
876
GENM
GENTING MALAYSIA BERHAD
861
BAUTO
BERMAZ AUTO BERHAD
772
YTL
YTL CORPORATION BHD
646
CIMB
CIMB GROUP HOLDINGS BERHAD
638
TOPGLOV
TOP GLOVE CORPORATION BHD
616
9
TENAGA
TENAGA NASIONAL BHD
611
10
PBBANK
PUBLIC BANK BHD
593
Stock Name
Last
Change
Volume
HSI-PWBA
0.30
-0.015
75,812,300
HSI-CXY
0.06
-0.01
57,979,700
HSI-CYV
0.215
0.00
51,673,300
MYEG
0.84
+0.005
49,213,200
BPURI
-0.06
36,921,000
HSI-CYC
0.18
32,688,800
ELRIDGE
0.48
+0.04
29,939,600
MYEG-C6T
0.01
29,000,000
MYEG-C7R
0.085
-0.065
27,450,000
7.95
-0.04
23,665,700
BAT
8.03
+0.82
1,300,900
KLK
21.80
+0.40
806,400
SDG
4.95
+0.35
3,286,200
SUNMOW
2.00
26,000
AIRPORT
10.46
+0.32
2,073,300
DLADY
30.44
+0.30
6,500
SUNMOW-WA
1.15
+0.25
46,300
HEIM
22.92
+0.22
264,300
CARLSBG
19.60
+0.20
38,600
LYSAGHT
2.80
+0.19
6,900
HSI-CY4
0.96
-0.34
600,000
SUNCON
4.15
-0.33
4,741,600
HLBANK
20.20
-0.30
651,600
HLFG
18.42
-0.24
141,900
ORIENT
6.61
-0.23
1,225,800
NIKKEI-CI
0.385
-0.165
133,100
BLDPLNT
11.08
-0.16
1,900
UNISEM
3.03
-0.15
1,388,900
13.90
-0.14
11,147,300
HUMEIND
3.30
-0.13
176,400
Time
Signal
Duration
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%