Posted by ming > 2021-11-01 02:47 | Report Abuse

no fertilizer no worker..

Mean price should up further lo xD

Posted by calvintaneng > 2021-11-01 03:29 |

Post removed.Why?

Posted by Want2MakeMoney > 2021-11-01 04:44 | Report Abuse

I agree with you Calvin, this old man writes lots of nonsense and misleading article

Posted by Jack Khan > 2021-11-01 04:51 | Report Abuse

Half baked analysis! No comparison chart between stock and cpo price

Posted by kelvin61 > 2021-11-01 07:21 | Report Abuse

This Geezer doesn't know anything about the oil palm business. He's talking nonsense.

Posted by calvintaneng > 2021-11-01 07:30 | Report Abuse

Palm oil companies & Steel companies both capital intensive

Palm oil Companies got to buy lands while Steel company need to invest in Very high Capital Intensive Steel Mills

Over a very long time Palm oil lands APPRECIATE IN VALUE & CAN BE SOLD FOR VERY HIGH PROFITS.

Steel mills on the other hand will turn into a Heap of Rusted Useless steel (and value is destroyed)

Palm oil companies like Tmakmur, Kulim & Kwantas were taken private with high premium prices

Steel like Perwaja, Kingsteel & Amsteel ended in bankruptcies

See steel news

https://gmk.center/en/opinion/risky-steelmaking-why-are-there-so-many-bankruptcies-in-the-industry/

Posted by thesteward > 2021-11-01 08:01 | Report Abuse

You are right Calvin

Posted by thesteward > 2021-11-01 08:27 | Report Abuse

Btw is there a saving of rm500*3pct for every tonne for peninsula palm right?

Posted by Huatexpert > 2021-11-01 08:52 | Report Abuse

Brazil's 2021-22 soybean output forecast at record 140.7 million mt: Conab

Global supply of the oilseed in 2022 is likely to be ample as a result; Brazil is the leading producer and exporter of soybeans, accounting for more than a third of the world's soybean production.

https://www.spglobal.com/platts/en/market-insights/latest-news/agriculture/100821-brazils-2021-22-soybean-output-forecast-at-record-1407-million-mt-conab

Posted by Huatexpert > 2021-11-01 09:06 | Report Abuse

Palm oil stocks at China and India is lower than last year but extremely tight...

As Sep 21 Palm oil inventory at china

September 398,300 MT (2021) 409,500 MT (2020)

As Sep 21 Palm oil inventory a at India

September 602,429 MT (2021) 304,957 MT (2020)

Expected the export for Palm oil in Oct will be lower than Sep...

I believe buyers will not hurry to buy a lot to stock up at current high price..

https://mpoc.org.my/monthly-stock-comparison-2021/

Posted by cnyang > 2021-11-01 09:46 | Report Abuse

Aiyah, just because he hasn't bought ma....... in 2 months time when the cop touches Rm6000 , he will say he bought a lot...... Cunny fellow, last bull on plantation he asked people to sailang on Jtiasa when the price is 2.50rm. Haha.... please listen to him and sell, he will buy.

Posted by calvintaneng > 2021-11-01 09:53 |

Post removed.Why?

Posted by piranha88 > 2021-11-01 10:03 | Report Abuse

We have many Sifus with some attacking the others. Some make U turns within days while there was no change in the economic situation. Just read everything but believe a few and take the rest wirh a pinch of sale. Never fully trust them as most have hidden agendas

Posted by amateurJR > 2021-11-01 10:09 | Report Abuse

haha why uncle suddenly talks bad about palm oil

Posted by vs > 2021-11-01 10:53 | Report Abuse

kyy ask you buy you better sell, kyy ask you sell you better buy.
simple and just do it and you will earn money

Posted by KSLI > 2021-11-01 11:26 | Report Abuse

Old man kyy switching interest to palm oil now

Posted by DickyMe3 > 2021-11-01 13:01 | Report Abuse

Palm oil is unhealthy as cooking oil and it is over rated.
It's time to dump it before it crash hard.

Posted by dxbman > 2021-11-01 13:14 | Report Abuse

Dxbman agrees strong sell all palm oil stocks. Might crash soon.

Posted by ahbah > 2021-11-01 13:19 | Report Abuse

Saturated oil is the best fat for human consumption !!!

Palm oil got the best type of vit. E !!!

Posted by ahbah > 2021-11-01 13:22 | Report Abuse

https://www.youtube.com/watch?v=nM5AotI70Ko

"The human body needs good saturated fats" — Dr. Ken Berry

Posted by Lyo82 > 2021-11-01 13:57 | Report Abuse

Of course price will fall and up. Isn't that normal?

Posted by markgold > 2021-11-01 15:15 | Report Abuse

Next year if the production increase the price may drop 10% - 20% but don't expect it drop to below RM4,000. During December2019 investment banks said the CPO sure drop back to RM2,000+ by April 2020. During December 2020 investment bank said CPO sure drop to back to RM3,000 by May/June 2021. What is the price of CPO Now ? Investment bank and KYY is just guessing.

Posted by markgold > 2021-11-01 15:38 | Report Abuse

Palm oil is the most economical cooking oil in the world, if no substitute cooking oil can be found in the near future then the price will not drop drastically.

Posted by calvintaneng > 2021-11-01 16:48 | Report Abuse

Further factors are these

1. Indonesia and Malaysia banned further conversion of forest to oil palm cultivation

So no new oil palm but world population is growing by 80 million per year (0nly 1% growth out of 8 billion people on earth. So demand increase but supply no longer increase

Posted by calvintaneng > 2021-11-01 16:49 | Report Abuse

Both indonesia and Malaysia are mixing palm oil as B30 biodisel to fuel

So more palm oil goes into power for vehicles less for export

Posted by calvintaneng > 2021-11-01 16:53 | Report Abuse

Canada Rapeseed oil failed badly this past summer

Since Only Northern hemisphere produce most of Rapeseed or canola oil (not Argentina, Brazil or Australia ). There won't be enough canola oil until August 2022 for next Canadian canola harvest

As such canola oil is now over Usd1000

Higher than last record of Usd600 or up by more than 50%

Without Rapeseed oil both soybean oil and palm oil will rule the world oil seed market till End 2022 with high sustained prices

Posted by calvintaneng > 2021-11-01 16:57 | Report Abuse

USA refineries under clean energy mandate to turning from fossil fuel to biodisel fuel on a MASSIVE SCALE

LATER BOTH REFINERIES AND BAKERS WILL BE FIGHTING OVER SOYBEAN FOR FOOD AND FOR CLEAN FUEL

WITH SUCH STRUCTURAL DEMAND (REFINERY RECONFIGURED FOR BIODISEL USE) SOY OIL AND ITS PROXY COMPETITOR WILL SEE SUSTAINED PRICES

Posted by calvintaneng > 2021-11-01 17:02 | Report Abuse

The worst is yet to come for currency debasement by Fed relentless money printing

USA debt has reached usd28 Trillions and Fed still print Fiat money from thin air with no gold support backup

As such people are fleeing from paper currency to gold, silver, Bitcoin and Ethereum as a safe STORE OF VALUE

And farm lands are now getting expensive all over the world

As paper currency collapse there will be a corresponding rise of hard assets by inflation

So both palm oil and palm oil plantation lands can only get more and more valuable over time

Posted by skyz > 2021-11-01 17:10 | Report Abuse

UNCLE CON Yewyin is slowly accumulating palm oil/plantation stocks now

Posted by Johnzhang > 2021-11-01 19:00 | Report Abuse

What kind of analysis from someone long enoughin the market ! very very shallow indeed .

Posted by Johnzhang > 2021-11-01 19:04 | Report Abuse

He just got the fact wrong why CPO Charge way way above historical price level !
He totally ignorant and simply bluff why CPO crash in 2009 amid Lehman's collapse! What a shame.

Posted by sting79 > 2021-11-01 19:13 | Report Abuse

Dunno about Uncle Con but have a brother-in-law who owns palm oil land/farm. Price can only go up from now until they can resolve the labor shortage issues. MCO over does not mean there will be many workers ready to go back to work in the industry, you need to be in it to know the real details.

This article too shallow to believe. Looks like a copy and paste from some reading.

Posted by gladiator > 2021-11-01 19:22 | Report Abuse

The only reason Kyy talk about palm oil because Calvin been writing & promoting palm oil stock for far too long and almost everyday until no one notice kyy steel stock promotion.

Posted by markgold > 2021-11-01 19:35 | Report Abuse

Thank you calvintaneng for your valuable information.

Posted by markgold > 2021-11-01 19:40 | Report Abuse

I will continue to collect MHC and Cepat. Both are having very good management teams and low debt/equity ratio. Both are small plantation companies that don't have to warry about "cukai makmur".

Posted by Colgate > 2021-11-01 23:25 | Report Abuse

Every thing last forever? Long live Palm Oils Stocks

Posted by pang72 > 2021-11-01 23:28 | Report Abuse

gladiator The only reason Kyy talk about palm oil because Calvin been writing & promoting palm oil stock for far too long and almost everyday until no one notice kyy steel stock promotion.
01/11/2021 7:22 PM

OOOO!! THEN, CALVIN SHOULD REPLY TO UNCLE WITH NEW ARTICLE 'WILL STEEL PRICE FALL?'

Posted by calvintaneng > 2021-11-02 00:57 | Report Abuse

pang72

No need post on steel

Calvin should post like this

"Pang72 should not go chasing pump and dump hot air balloon stocks all the time"

Pang72 should invest seriously for once into palm oil as bull run is going to start soon

Posted by calvintaneng > 2021-11-02 05:18 |

Post removed.Why?

Posted by Johnzhang > 2021-11-02 06:10 | Report Abuse

ignore the old senile and cunning uncle . Nowadays nobody believe in him anymore.

Posted by tt101 > 2021-11-02 08:17 | Report Abuse

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3200612

Posted by tt101 > 2021-11-02 08:19 | Report Abuse

do not lockdown your brain

Posted by hglee101 > 2021-11-02 09:33 | Report Abuse

sorry, who is this fellow ?

Posted by Johnzhang > 2021-11-02 10:06 | Report Abuse

Uncle caution CPO price correction . Is that justified?
I would like to share the year's high (H) , low (L) and the simple average (Avg) from year 2008 to 2021as below :
2008. $4179 (H) , $1403 (L) , $2791 (Avg)
2009. 2887,. 1630. 2259
2010. 3782. 2386. 3084
2011. 3930. 2786. 3358
2012. 3567. 2027. 2797
2013. 2635. 2157. 2396
2014. 2917. 1933. 2425
2015. 2360. 1802. 2081

2016. 3243. 2181. 2712
2017. 3344. 2338. 2841
2018. 2555. 1718. 2137
2019. 3025. 1834. 2430
2020. 3835. 2021 2928
----------------------------------------------------
Avg. 3251. 2017. 2634
----------------------------------------------------
2021YTD 5395. 3471. 4434

2021's H is 29% higher than the highest H (2008)
2021's H is 66% higher than the avg H 2008-2019
2021's L. Is 147% higher than the lowest L (2008)
2021's L is 72% higher than the avg L 2008-2019
2021's Avg is 68% higher than the Avg 2008-2019.

(Note : in 2008 , Lehman's collapse in Sept caused global panic and hence commodity prices )

Despite the above , all plantantion counters stock prices are 20-50% below the highs achieved in 2008 -2020 period . Mind boggling indeed.

So, why should there be worries if CPO price indeed correct for 10-20% next year ??
02/11/2021 9:54 AM

Posted by joerakmo > 2021-11-02 10:11 | Report Abuse

Should stop posting under KYY thread and instead start "why CPO will remain resilient"

Posted by Anthonyloh > 2021-11-02 10:29 | Report Abuse

Why Mr.KYY didn't using same theory to advise investors in steel sectors? or Mr.KYY think steel price can long last forever?

Posted by Intrinsic99 > 2021-11-02 13:52 | Report Abuse

Why this iddiot go every way to promote palm oil stocks?

If you so confidence what you bought, why need to go every way non-stop talking unless you start realise not the better choice so need all waterfish members here to support you

I don't why 3iii administer didn't take any action to suspend this iddiot account to avoid keep on spamming every way


I pegging administer need to take proper action against this spammer





Posted by calvintaneng > Nov 1, 2021 4:48 PM | Report Abuse

Further factors are these

1. Indonesia and Malaysia banned further conversion of forest to oil palm cultivation


Posted by calvintaneng > Nov 1, 2021 4:49 PM | Report Abuse

Both indonesia and Malaysia are mixing palm oil as B30 biodisel to fuel

So more palm oil goes into power for vehicles less for export


Posted by calvintaneng > Nov 1, 2021 4:53 PM | Report Abuse

Canada Rapeseed oil failed badly this past summer

Since Only Northern hemisphere produce most of Rapeseed or canola oil (not Argentina, Brazil or Australia ). There won't be enough canola oil until August 2022 for next Canadian canola harvest


Posted by calvintaneng > Nov 1, 2021 4:57 PM | Report Abuse

USA refineries under clean energy mandate to turning from fossil fuel to biodisel fuel on a MASSIVE SCALE


Posted by calvintaneng > Nov 1, 2021 5:02 PM | Report Abuse

The worst is yet to come for currency debasement by Fed relentless money printing

Posted by TheGardener > 2021-11-02 17:32 | Report Abuse

Bro Koon, please dont listen or learn from your half bake, remisier, god, guru, master, gold finger, educator and so on!!! If they are excellent, why they need your tuition fee please? My two cents, indicator about inflation is down, price for commodity should be down. 10% to 20% down for CPO is ok. Main negative news for plantation company is 33% tax after 100 million profit (Budget 2022). All bad news for CPO, any bad drop please!? No, what is it mean please!? Price for commodity is not about supply n demand, everything is about politic! Why Euro want to ban CPO please!? If you think America & China problem can overcome by tomorrow or few months time then you need to sell all stock. Beside that, America debt are so high. The best way to make this debt look small is inflation. On other hand, the best way to create inflation is breakup. What I foresee is "HYPERINFLATION" on the way!!! Last, situation can be change instantly. Investment is about control risk.

Posted by markgold > 2021-11-03 14:51 | Report Abuse

Thanks TheGardener, Calvintaneng and all others provide the valuable information. I am very confident to add more plantation stocks in my portfolio.

Posted by NorazmiAR > 2022-03-11 11:48 | Report Abuse

When this sifu give advise to sell all plantation stock when CPO too high on 31 Oct 2021, he did not know or rather don't spend time to understand that underlying environment at that time will support CPO price.

Fast forward to today, he is changing his tune to buy plantation stock because CPO price is at elevated 7k. And yet his choice of company is as bad as his skill of prediction, TDM.

Maybe his should change to disciple instead of sifu for him to make money in stock market