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14 comment(s). Last comment by calvintaneng 2021-10-21 20:20


53,172 posts

Posted by calvintaneng > 2021-10-20 00:41 | Report Abuse




3,125 posts

Posted by supersaiyan3 > 2021-10-20 00:55 | Report Abuse

I would choose efficiency. HSPLANT, IOI and QL.

Average oil palm companies are just too naive.

HSPLANT has very high margin, I would think they have less problems with labour and expensive fertilizer.

IOI always most efficient, just that their performance depends on price of cooking oil more than CPO.

QL's estates in Kalimantan, I guess they have less problems with labour.


53,172 posts

Posted by calvintaneng > 2021-10-20 01:04 | Report Abuse

Hsplant ok

I sold and took profit in HS plant already

Ioi good

it is raising Rm2.4 Billions fresh Cash hoard most probably follow Klk

Klk took over Ijmplant to be major shareholders from Ijm corp at Rm3.10 when Ijmplant was Rm2.20

Ioi might do the same in acquisition

in time past these were taken private

Golden hope plant
Trade wind plant
Austral Enterprize

So this is best time for Ioi to buy a other palm oil co

as for Ql it is not pure palm oil. Better buy those with more direct exposure to palm oil


883 posts

Posted by Bizfuneng > 2021-10-20 08:39 | Report Abuse

Plantations not going any where soon due to ESG concerns.


53,172 posts

Posted by calvintaneng > 2021-10-20 08:54 | Report Abuse

No need go anywhere

Lots and lots of cash flow in the coffers of palm oil companies like never before

That is top reason why palm oil company bosses are buying up their own company shares with their own personal hard earned monies

Just two more week is Nov 2021 results reporting time

Can we expect

1. More higher dividends

2. Special dividends

3. Free bonus issues

4. Free warrants

5. Special takeover move by more palm oil companies following the steps of Klk taking over the shares of ijmplant from ijm corp?

6. Assets disposal with Huge Cash windfall for happy palm oil holders ?

7. Other happy surprises


31,556 posts

Posted by stockraider > 2021-10-20 11:44 | Report Abuse

Listen u should be bullish about plantation mah!

Now already Rm 5000 record high mah!

If u look at the CPO future, it will be above Rm 4000 until Sept 2022 loh!

That means very strong mah! Super Profit coming loh!

Anything above Rm 2500 plantation already make good reasonable profit mah!

Very strong buy loh!


53,172 posts

Posted by calvintaneng > 2021-10-20 13:21 | Report Abuse

Excellent then Exceptional

going from strength to strength

Nov 2021 results will report July , Aug and Sept 2021 Cpo average pricing of Rm4,417 per ton

From now till Dec 2021 results will be out by Feb 2022

Since Cpo now over Rm5000 at world record

Profits will explode up


1,024 posts

Posted by SALAM > 2021-10-20 16:27 | Report Abuse

MKH,though not pure OP has sizeable area of prime op in E Kalimantan with high margin....Potential ???


53,172 posts

Posted by calvintaneng > 2021-10-20 18:26 | Report Abuse

Mkh I took profit already

it is both palm oil and Kajang property

I will give it 60 marks


5,845 posts

Posted by moneySIFU > 2021-10-20 20:55 | Report Abuse

Thanks so much for sharing, Mr Calvin, it is truly informative & save my time


53,172 posts

Posted by calvintaneng > 2021-10-20 21:10 | Report Abuse

You are welcome moneySIFU

Watch Fcpo prices as it will be the thermometer of the palm oil bull market

Cpo above Rm3,000 is already good

Cpo from Rm3500 to Rm4000 is excellent

Cpo Rm4,000 to Rm5,000 is fantastic

Above Rm5000 if can sustain means a world record palm oil bull run time

So don't bother what Naysayers say

Just watch carefully how Cpo prices perform


53,172 posts

Posted by calvintaneng > 2021-10-20 21:12 | Report Abuse

As long as Cpo above Rm2800 per ton palm oil companies are healthy and can hold

Now it is in very bullish zone


5,845 posts

Posted by moneySIFU > 2021-10-21 20:07 | Report Abuse

For those who familiar with palm oil industries, they will tell you that price is almost everything

Secondly is yield per hectare/acre. This represents how efficient & effective on the management ability to get the best out of the land & manage its people/workers.

Finally, the ages of trees & land sizes

Not so particular on fertilizers & other costs, as these are pretty fixed & standard

Technically, this industry is extremely transparent, nothing special.


53,172 posts

Posted by calvintaneng > 2021-10-21 20:20 | Report Abuse


Palm oil is the most visible products grown and transported

It's age profile and monthly yield

Also the daily prices quoted

Only thing we need to call Managements is about their forward sale, the availability of enough workers

Above all the integrity and vision of each company

As a whole it is very very basic and simple

1. Every oil palm is subjected to rain, sunshine and weather

if one is good all should be good
Conversely, if one face difficulty the rest will face the same

2. Prices of Ffb. They fall in bad times and rises up in good time. So it is a uniform industry where every one enjoy same boom bust cycles

3. Only thing now is the integrity and honesty of each Leadership

Those that are hardworking and honest will excel and do better

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