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
56,632 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
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
save malaysia!
Why is PAS striving for PM-ship when the country cannot tolerate a theocratic state?
2
“PMX should just draw all his entitled salaries plus allowances for transparency’s sake”
3
Visa-free travel to China extended for Malaysians to 30 days
4
Good Articles to Share
The difference between old money and new money
5
Four convicted in Spain over homophobic murder that sparked nationwode protests
6
Ukraine studies debris from new Russian ballistic missile
7
What’s behind the slew of restaurant bankruptcies in 2024? Experts unpack the problems
8
EU urges immediate halt to Israel-Hizbollah war
#
Stock
Score
YTLPOWR
YTL POWER INTERNATIONAL BHD
1000
YTL
YTL CORPORATION BHD
873
ARMADA
BUMI ARMADA BERHAD
630
GENM
GENTING MALAYSIA BERHAD
503
SAPNRG
SAPURA ENERGY BERHAD
474
PCHEM
PETRONAS CHEMICALS GROUP BHD
463
GENTING
GENTING BHD
423
MAYBANK
MALAYAN BANKING BHD
420
9
MYEG
MY E.G. SERVICES BHD
341
10
TOPGLOV
TOP GLOVE CORPORATION BHD
340
Stock Name
Last
Change
Volume
INIX-OR
0.02
0.00
141,839,900
HSI-CWAM
0.125
-0.085
127,567,000
HSI-PWBB
0.10
77,658,500
EDUSPEC-OR
0.005
75,002,700
E&O-LR
0.055
+0.01
56,261,700
CNASIA
0.065
-0.01
46,247,200
GENETEC
0.875
+0.06
34,426,700
HSI-PWB4
0.175
-0.005
28,653,900
HSI-CY8
0.155
-0.02
27,383,000
HSI-CWAO
25,759,500
HLBANK
20.76
+0.28
280,100
3.12
+0.22
15,045,300
MPI
24.62
45,800
PETGAS
17.80
+0.20
423,900
10.38
+0.18
3,979,600
CIMB
8.36
+0.14
18,264,700
AMBANK
5.38
+0.13
5,948,600
1.89
+0.12
23,207,100
SWKPLNT
2.44
638,200
MI
1.99
+0.11
2,125,900
NESTLE
96.90
-0.60
31,900
PPB
13.34
-0.28
385,000
F&N
28.12
12,400
ORIENT
6.61
-0.23
1,225,800
HSI-CWAY
0.265
-0.225
1,769,800
ALLIANZ
20.28
-0.22
38,300
HSTECH-C18
0.17
-0.20
10,000
LPI
13.22
4,000
HSI-CXL
0.31
-0.195
32,000
UNISEM
3.03
-0.15
1,388,900
Time
Signal
Duration
INSAS
INSAS BHD
2024-11-25 12:30:00
ADX
10 Mins
CREST
CREST GROUP BERHAD
EMA 5
KHEESAN
KHEE SAN BHD
ECONBHD
ECONPILE HOLDINGS BHD
EDEN
EDEN INC. BHD
FRASER & NEAVE HOLDINGS BHD
2024-11-25 12:40:00
AVALAND
AVALAND BERHAD
TELADAN
TELADAN GROUP BERHAD
2024-11-25 12:25:00
5 Mins
TURTLE SYSTEM 20
TURTLE SYSTEM 55
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%