Blog: ESG on Palm oil: Its implication, ramification and the unintended consequences of very high inflation & wide spread poverty, Calvin Tan Research

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6 comment(s). Last comment by calvintaneng 2021-10-20 18:27

calvintaneng

56,628 posts

Posted by calvintaneng > 2021-10-19 05:34 | Report Abuse

Very good

SSLee clicked likes

stockraider

31,556 posts

Posted by stockraider > 2021-10-19 10:30 | Report Abuse

Correctloh....!

Investment in palmoil listed companies got many tier offensive & defensive stategy mah!

Offensive

1. benefit from high oil price reap huge profit improvement, strong cash flow generation and strong and healthy balance sheet

2. Strong dividend will be forthcoming.

3. The govt of indonesia & msia have restricted new palmoil plantation development thus limited future plantation supply in the future which is good as it will lend support to its price loh!

Defensive

1. Land has a finite supply which is a good hedge against inflation

2. Currently plantation trade at a deep undervalue thus give big margin of safety for investor loh!

3. The current of hype of ESG trend which is unsustainable....give a good sound contrarian opportunity for a very strong rebound & upside for plantation going fwd loh!

calvintaneng

56,628 posts

Posted by calvintaneng > 2021-10-19 13:06 |

Post removed.Why?

calvintaneng

56,628 posts

Posted by calvintaneng > 2021-10-19 13:08 |

Post removed.Why?

Sales

3,272 posts

Posted by Sales > 2021-10-20 15:51 | Report Abuse

Good write-up...

calvintaneng

56,628 posts

Posted by calvintaneng > 2021-10-20 18:27 | Report Abuse

Tyvm Sales from Segamat

How is the Mr Yeo of bumi berjaya used car in Segamat now

one guy called "lap cheong" ok?

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