Blog: Gloves & Palm OIl: From now Glove future qtrs result will go down & Palm oil will go up as there are Structural long term change, Calvin Tan Research

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7 comment(s). Last comment by calvintaneng 2021-08-25 10:14

LimitUp

435 posts

Posted by LimitUp > 2021-08-24 11:45 | Report Abuse

You are always right.

calvintaneng

56,676 posts

Posted by calvintaneng > 2021-08-25 06:58 | Report Abuse

Every teacher was once a student

And the lessons are these

Every year there is a theme play in Malaysia that is peculiar to Malaysia

2019

Petronas pumped Rm30 billions to Upstream

So Ogse stocks like dayang, penergy, Uzma and carimin gone into bull run


2020

Covic 19 wrecked world havoc
Malaysia medical gloves like Supermax, Topglove , harta and kossan gone wild in Super bull

Ogse was local. Covid 19 was global


2021

High commodity prices caused by multiple factors of drought in USA, floods in China , money printing induced inflation plus pivoting to biodisel for clean energy and lack of fruit harvesters pushed up palm oil prices

This is both local and global

So palm oil has to go into bull run

All these three are Malaysia major exports

1. Crude oil
2. Medical gloves
3. Palm oil

They all must go up in their turns

stockraider

31,556 posts

Posted by stockraider > 2021-08-25 07:39 | Report Abuse

Good morning

stockraider

31,556 posts

Posted by stockraider > 2021-08-25 08:00 | Report Abuse

Calvin sifu has been talking about palmoil theme for almost 1 year mah!

Palmoil rally is coming mah!

Go for it.

Posted by calvintaneng > Aug 25, 2021 6:55 AM | Report Abuse

Every year there is a thematic play

Identify it early

Buy early and ride on it. Don't contra play or punting for short term gains.

Hold tight to it as long as bull trend is still on

In a time of bull run the best thing to do is to just buy, sit tight, do nothing.
Let the profits run.

So simple yet the returns and rewards are immense

Bizfuneng

883 posts

Posted by Bizfuneng > 2021-08-25 09:31 | Report Abuse

Like those who bought SAM and sitting on it for quite long time and now the price gone sky high. Didn't our sifu told all not to buy SAM? Yes, time to collect some palm oil shares with the wind fall from SAM.

calvintaneng

56,676 posts

Posted by calvintaneng > 2021-08-25 09:40 | Report Abuse

Hahaha my cat from pm corp looking for bear?

In palm oil plantation only got bull and no bear

LoL!!!

calvintaneng

56,676 posts

Posted by calvintaneng > 2021-08-25 10:14 | Report Abuse

Hahaha

The cat is so cute

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