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!
"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!"
The bread & butter is very important issue for the people....it cannot be ignore loh!
Palmoil keep the cost of living down mah!
Posted by calvintaneng > Oct 19, 2021 1:15 PM | Report Abuse
50% of Supermarket products contain palm oil like maggee Mee and all instant noodles, all types of bread including gardenia bread, all biscuit made by Hup seng, Nestle kit Kat, apollo food, Oriental food, hwatai , ofi, and all others
Shampoo, soap, hair dye, toothpaste, lipsticks, infant formula , ice cream , cakes , margerine , cooking oil, creamer, Milo, chocolate milk, many many others will disappear from supermarket shelves or use substitute oils which are more expensive by 25% to 200%>
New IPO: The onshore and offshore support services provider for the O&G industry, Steel Hawk Bhd aims to list on the Ace Market!
MQ Trader 3168 views | 3 d ago
0:17
New IPO: The largest mini-market player and a leading groceries retailer in Malaysia, 99 Speed Mart Retail Holdings Bhd aims to list on the Main Market!
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....
firehawk
4,782 posts
Posted by firehawk > 2021-10-18 10:20 | Report Abuse
Underperform = UP !!!