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

EKOWOOD INTERNATIONAL BHD

https://klse.i3investor.com/servlets/stk/5091.jsp

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.

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

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

Plantations not going any where soon due to ESG concerns.

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

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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!

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

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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 ???

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

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

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

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

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

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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.

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

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