Be the first to like this.

88 comment(s). Last comment by NorazmiAR 2022-03-11 11:48


2,425 posts

Posted by abang_misai > 2021-10-31 16:03 | Report Abuse

Kns uncle.

Steel workers also back to work lah. Uncle is blind or what? Only see the plantation workers back to work after pandemic. Hehe


21 posts

Posted by cchong86 > 2021-10-31 16:19 | Report Abuse

Great man thinks alike. YY, you will be proven right within the next 3 to 6 months.


2,788 posts

Posted by cheoky > 2021-10-31 16:35 | Report Abuse

To save yourself and get peace of mind. Uncle I advise when got nothing to say. JUST Shut Up. DIAM.


2,633 posts

Posted by ks55 > 2021-10-31 16:55 | Report Abuse

Will India buy more palm oil from Malaysia? Yes.
Will China buy more palm oil from Malaysia? Yes.
Will biodiesel gain more ground? Yes.
Will corn oil, peanut oil, soy oil price sustainable? Yes.
Will Ringgit depreciate further against RMB and USD? Yes.
Will inflation round the globe manageable around 5% in 2021? No. Very unlikely. Inflation surely will exceed 5% in Malaysia in 2022.
Will salary of estate workers, lorry drivers, oil mill workers increase by 5% in 2022? Very definite.
Will estate land appreciate in price near term, medium term, and long term? Yes.

So what is your take on plantation stock now?


6,101 posts

Posted by smartly > 2021-10-31 17:23 | Report Abuse

LOL !!!


1,409 posts

Posted by OnTime > 2021-10-31 17:26 | Report Abuse

what goes up must come down loh!


2,811 posts

Posted by enning22 > 2021-10-31 17:30 | Report Abuse

will Indonesia implement their B50 programe, using biodiessel 50% for vehecles,if that on going , the supply /demand continue to be quite tight.

Posted by daretocutandchange > 2021-10-31 18:36 | Report Abuse

iron ore productions can increase anytime of existing mine area.oilpalm tree must wait at least 4years with yeild are right ,oilpalm prices may face and china trade problem destroy the supplies chain,spurred inflation up a lot.even oilpalm prices will face correction, but it won't go back to the beginning.


2,628 posts

Posted by gohkimhock > 2021-10-31 18:38 | Report Abuse

Steel price will fall faster than palm oil..

Posted by daretocutandchange > 2021-10-31 18:46 | Report Abuse

any where,anythings don't look so good and so bad.relax


50,360 posts

Posted by calvintaneng > 2021-10-31 19:10 | Report Abuse

Palm oil prices rise or fall in tandem with Soybean oil
Now Soybean oil has also gone up to multi year high

Main reason why Soybean oi has gone up so high is partly due to China buying

But that is only one reason





Massive oil refiners are turning into biofuel plants in the west

Read full article

So if Soybean oil is sustained in prices by A NEW STRUCTURAL DEMAND Palm Oil Prices cannot fall much


50,360 posts

Posted by calvintaneng > 2021-10-31 19:26 | Report Abuse



1,026 posts

Posted by Sslee > 2021-10-31 19:28 | Report Abuse

“Nothing lasts forever. Love it while it’s here.”


50,360 posts

Posted by calvintaneng > 2021-10-31 19:45 | Report Abuse

SSLee very smart

Yes in 2019 we enjoyed 100% gain from OGSE Bull Run

2020 We made 400% from Glove Superbull

2021/2 will be Superbull Earnings for Oil Palm


Posted by monsterlucas > 2021-10-31 19:59 |

Post removed.Why?


625 posts

Posted by i3gambler > 2021-10-31 20:16 | Report Abuse

If you are quite sure the CPO price will drop sooner or later, why not just short FCPO?


344 posts

Posted by Huatexpert > 2021-10-31 20:23 | Report Abuse

When the cpo too high price.... demand will reduce accordingly, follow by market the price adjustment due to more production output..
same for glove price cycle..

“High palm oil prices should start to bite into demand and we believe the outlook for consumption in 2022 deteriorated somehow in recent months. We see global consumption growth slowing down in 2022 to 2.7% year-on-year (y-o-y), compared with our forecast back in August of a 3.4% growth in consumption in 2022, and with a 3.4% growth expected for this year.

“In particular, we have revised down our India's palm oil consumption forecast,” it said.


344 posts

Posted by Huatexpert > 2021-10-31 20:27 | Report Abuse

Largest U.S. soybean crop expected in 2021
Yields across the states hit by drought all saw upward revisions relative to September

Competitor oil supply got plenty of supply...


50,360 posts

Posted by calvintaneng > 2021-10-31 21:03 | Report Abuse

Many Analyst including Fitch have been predicting Fcpo to fall back below Rm3,000

Who do we trust?

We can only trust those with long years of experience like Sime Darby plant which stated very clearly that Cpo prices will be above Rm4,200 a ton till 1st quarter of 2022

We already got these figures

July 2021
Aug 2021
Sept 2021

All 3 months Cpo averaged price is Rm4,417
Thplant cost of production is Rm1,465 (Uplant with its own rail even cheaper below Rm1300)

So Thplant profit is Rm4417 Less Rm1465
= A whopping 201% profits

Last Friday Cpo closed above Rm5400 for Nov 21 futures

This shows Oct 2021 Cpo now at new world record high at Rm5000

Feb 2021 will report the once a century result of palm oil Outsized earnings

If can sustain by early 2022 then Results for May 2022 should be fantastic as well

How not to see bull run as no other industries can come close in real , incremental and solid cash flow earnings like niagara falls ?

Posted by Benhobenhobenho > 2021-10-31 21:17 | Report Abuse

Of course cpo price is not sustainable like any other commodity example steel, gold, silver n oil once they reach a break recording level, that's expected but over the long run, palm oil price is on the uptrend, mind u. So how accurate is kyy assessment, I am not sure, maybe he had his own reasons which we don't know.


50,360 posts

Posted by calvintaneng > 2021-10-31 21:31 | Report Abuse

Palm oil made many Billionaires in Indonesia


Malaysia's Richest man Robert Kuok made his fortune from Palm Oil

Singapore Remisier King Peter Lim invested $10 Million in Wilmar (Palm oil) and made $1.5 BILLIONS

All of them got their riches when palm oil was below Rm1,000 to Rm3,000

Now Palm oil at Rm5,000 what do people think?


2,811 posts

Posted by enning22 > 2021-10-31 22:08 | Report Abuse

don'tbe silly, when palmoii price went bellow 1000, small holders would let the ffb rot on the trees. production cost at ordinary time is around 2000, now labour shortage , complicate the cost issue.


6,655 posts

Posted by thesteward > 2021-10-31 22:12 | Report Abuse

Agree w gohkimhock


50,360 posts

Posted by calvintaneng > 2021-10-31 22:15 | Report Abuse

Since Remisier King Peter Lim invested $10 Millions to become a $1.5 BILLIONAIRES

Robert Kuok became Malaysia Richest Man by Investing in Palm oil

When Palm oil was only Rm1,000 to Rm3,000. Now Palm oil CPO is at world record of over Rm5,400 there should be many more Successful Palm oil Millionaires if not Billionaires

Why People like Fitch, Malaysia's IB Bankers & others don't buy palm oil and also tell others not to buy palm oil

If they don't want then why bother to tell others palm oil no good?

Is it like Those Pharisees (Religious Teachers) of old forbidding people to enter the Kingdom of God while they themselves refuse to go in?

This is bad. To divert people from a very good thing

“But woe (judgment is coming) to you, [self-righteous] scribes and Pharisees, hypocrites, because you shut off the kingdom of heaven in front of people; for you do not enter yourselves, nor do you allow those who are [in the process of] entering to do so.

“But woe to you hypocritical Torah-teachers and P’rushim! For you are shutting the Kingdom of Heaven in people’s faces, neither entering yourselves nor allowing those who wish to enter to do so.
You Pharisees and teachers of the Law of Moses are in for trouble! You’re nothing but show-offs. You lock people out of the kingdom of heaven. You won’t go in yourselves, and you keep others from going in.

“But woe to you, scribes and Pharisees, hypocrites, because you are shutting the kingdom of the heavens in-front-of people. For you are not entering, nor are you permitting the ones entering to enter.

“But woe to you, experts in the law and Pharisees, you hypocrites! You shut the kingdom of heaven right in front of people’s faces. You yourselves do not enter, nor do you permit those who are trying to enter to do so.

“·How terrible for [L Woe to] you, ·teachers of the law [scribes] and Pharisees! You are hypocrites! [L Because] You ·close [shut; lock] the door for people to enter the kingdom of heaven. You yourselves don’t enter, and you ·stop [don’t allow] others who are trying to enter.
¶ Woe therefore be unto you, Scribes and Pharisees, hypocrites, because ye shut up the kingdom of heaven before men: for ye yourselves go not in, neither suffer ye them that would enter, to come in.
“How horrible it will be for you, experts in Moses’ Teachings and Pharisees! You hypocrites! You lock people out of the kingdom of heaven. You don’t enter it yourselves, and you don’t permit others to enter when they try.
“How terrible for you, teachers of the Law and Pharisees! You hypocrites! You lock the door to the Kingdom of heaven in people's faces, but you yourselves don't go in, nor do you allow in those who are trying to enter!
“But woe to you, scribes and Pharisees, hypocrites! You lock up the kingdom of heaven from people. For you don’t go


2,001 posts

Posted by ming > 2021-10-31 22:22 | Report Abuse

At least he is telling something true..

Nx question, will the steel price sustain?


297 posts

Posted by firerain > 2021-10-31 22:36 | Report Abuse

rule of thumb.

when this man ask you to sell,he is preparing to buy.

never went wrong:)


297 posts

Posted by firerain > 2021-10-31 22:41 | Report Abuse

anythings above RM3000 will be good price to plantation companies.and unlike glove,share price of plantation companies did not rise much even CPO rally rise from RM2500 per ton to whats could possibly goes wrong even CPO fall back to RM4000 per tonnes?


50,360 posts

Posted by calvintaneng > 2021-10-31 22:42 | Report Abuse


Palm oil made the most billionaires in Indonesia , Robert Kuok and Peter Lim also Billionaires from palm oil

As for steel ? So many gone bankrupt like Perwaja Steel, Kingsteel, Amsteel and others all who bought many gone bankrupt later


5,186 posts

Posted by ahbah > 2021-10-31 22:51 | Report Abuse

I think palm oil will not fall in the near future.

Of course in the long run, soon or later, everything will fall bcos nothing rise forever non stop lah !!!

But DJIA Index rises non stop until now with some dips in between !!!!!


5,186 posts

Posted by ahbah > 2021-10-31 22:52 | Report Abuse

Hidup palm oil stocks !!!


2,001 posts

Posted by ming > 2021-10-31 22:54 | Report Abuse

Haha.. u got the point there!

But i love both~ jz temporary leave awhile from steel


7,522 posts

Posted by Colgate > 2021-10-31 23:02 | Report Abuse

Every thing last forever?


5,186 posts

Posted by ahbah > 2021-10-31 23:20 | Report Abuse

Onli constant change last forever !!!


2,957 posts

Posted by supersaiyan3 > 2021-10-31 23:39 | Report Abuse

Will palm oil price fall?

1. As I repeatedly explained to Calvin, CPO increased doesn't mean corporate profit increase. Labour shortage, production challenges etc pushes up cost and lower yield.

2. Next problem will be even more expensive fertilizer. Fertilizer is more expensive than feed and will be in shortage soon enough. No fertilizer, no oil palm.

3. Maybe those strong players like HSP and IOI can be considered. Others susah sikit.

Next is getah play??


2,788 posts

Posted by cheoky > 2021-10-31 23:51 | Report Abuse

Outlook & Prospects
Palm oil commodity prices are expected to remain volatile in
the next financial year. Many factors affecting the prices are
to be closely monitored. The current low world vegetable
oil stocks will continue to provide the underlying support
to the prices. The recovery in stocks depend on the coming
production in the producing countries. Weather conditions are
one of the many factors to look out for, especially in the US, in
the coming crop progress.
The COVID-19 pandemic is still affecting demand in many
consuming countries and disrupting the production in
producing countries. The inoculation rates that are picking
momentum in many countries will help to mitigate some of the
challenges. Another factor to watch out for is the heightened
Business Performance Review 2021
inflationary risk in global economies. Central banks of many
countries are sounding more hawkish and this may lead to the
imposition of higher interest rates and the adoption of tighter
monetary policies in order to rein in the inflation. Having
integrated Environmental, Social and Governance (“ESG”) into
our business, we are confident that our ESG investing will lead
us to overcome the rising interest cost.
Going forward, we opine that palm oil prices will remain strong
for some time due to lower inventories in both origin and
destination market. The palm oil stocks may take longer to
replenish to normal levels due to severe worker shortage in
Malaysia, disruption from the pandemic and the forecasted
La Nina phenomenon towards the end of 2021.

Posted by peterparker69 > 2021-11-01 00:25 | Report Abuse

Why not u shut up kyy shit! Nobody want ur opinion. Hiap Teck u run redy, then ays now palm oil stock. One day u die money u can't take ok


117 posts

Posted by alibiii > 2021-11-01 00:33 | Report Abuse

If I'm ceo of large plantation company, I will keep the workforce and palm oil output at current level rather to put in more fertiliser and workers for 20% more output, while selling price of palm oil drop 50% due to over supply


777 posts

Posted by stockfreak > 2021-11-01 00:45 | Report Abuse

Thanks Calvin for recommending plantation stocks and Robert Kiyosaki to Malaysian.

October did not crash. Plantation companies help Malaysia recover.


2,001 posts

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

no fertilizer no worker..

Mean price should up further lo xD


50,360 posts

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

Hold tight tight every precious palm oil shares

KYY posted fierce attack on hiapteck that under mco steel company cannot make money will report bad results
See this

After panic stricken holders of hiapteck sold off KYY scooped up oversold cheap hiapteck shares and started promoting hiapteck in Big U Turn

Like a child playing toys Uncle Koon is having his second childhood playing shares plus playing out naive i3 forum friends

So don't be surprised after Uncle Koon bought enough cheap palm oil shares he will also start promoting palm oil

He will not remember what he posted after just 3 days as he is senile and he does not it know himself

So just watch him play play

While we do serious investing holding to all palm oil shares till June 2022 to see maximum upside

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

Jack Khan

1,111 posts

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

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


800 posts

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.


50,360 posts

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


6,655 posts

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

You are right Calvin


6,655 posts

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?


344 posts

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.


344 posts

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..


91 posts

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.


50,360 posts

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

cnyang got good memory

see if Uncle Koon remember this?

Post a Comment
Market Buzz