Blog: RECORD-HIGH EXPORTS GIVE INDONESIA MUCH-NEEDED BOOST FOR GROWTH (And these 7 Palm Oil Stocks will benefit, Calvin Tan Research

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9 comment(s). Last comment by calvintaneng 2021-09-16 17:12

Fabien _the efficient capital allocator

1,969 posts

Posted by Fabien _the efficient capital allocator > 2021-09-16 12:49 | Report Abuse

Kumpulan Fima has about 18,000 hectares in Kalimantan Indonesia and is very profitable.

stockraider

31,556 posts

Posted by stockraider > 2021-09-16 12:53 | Report Abuse

Remember Indonesia levy on cpo exports is higher than msia but unlike malaysia, the Indonesian producers do not suffer from labor shortage mah!

calvintaneng

53,266 posts

Posted by calvintaneng > 2021-09-16 13:01 | Report Abuse

Yes both Indonesia and Malaysia palm oil companies got their strengths and weaknesses

Counter balance by high prices with lack of workers in Malaysia and abundant cheap labour in Indonesia with high export taxes

But over all both are now very good enjoying the best boom times like never before

calvintaneng

53,266 posts

Posted by calvintaneng > 2021-09-16 13:06 | Report Abuse

Yes Fabien

KFIMA is also a good stable dividend palm oil stocks with insider buying

However, KFIMA is more into pineapple, currency note printing through Fima Corp and others

Since Cpo prices now in historic high best still are Tsh, taann or SOP with 200,000 to 300,000 plantation lands in upstream

calvintaneng

53,266 posts

Posted by calvintaneng > 2021-09-16 13:08 | Report Abuse

200,000 acres are larger than Singapore total land mass of 180,000 acres

It takes more than one long hour driving from Tuas to Changi on Singapore island
And from Woodland north to Sentosa South another 40 minutes drive


That is how big 180,000 acres of land

stockraider

31,556 posts

Posted by stockraider > 2021-09-16 13:12 | Report Abuse

I think wrong example loh...it should be 200k hectares for spore not 200k acres mah!

calvintaneng

53,266 posts

Posted by calvintaneng > 2021-09-16 13:21 | Report Abuse

Singapore/Area
180,000 acres

https://www.google.com/search?q=singapore+total+land+in+acres&oq=singapore+total+land+in+acres&aqs=chrome..69i57j0i333.10720j1j4&sourceid=chrome&ie=UTF-8

hannahtai

13 posts

Posted by hannahtai > 2021-09-16 16:31 | Report Abuse

I liked the illustration of driving in Spore and size of the oil palm plantations. Great teacher, Calvin. Thanks!

calvintaneng

53,266 posts

Posted by calvintaneng > 2021-09-16 17:12 | Report Abuse

Hannah

I see this is your first post in i3 forum

You registered to show appreciation

Calvin sincerely thank you

You got a heart of gratitude which is good

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