Posted by calvintaneng > 2021-11-04 02:06 | Report Abuse

Secret of Success in Psalm chapter one

He shall be like a tree planted by the rivers of water

Water in the time of Israel sojourn in Egypt was by living near the Nile River
Only the banks of Nile river were fertile enough to sustain crops and life

Posted by calvintaneng > 2021-11-04 02:08 | Report Abuse

When the children of Israel entered Canaan they no longer depend just on river alone because Israel is a land that drinks water from the sky.
In other words they receive rainfall

Posted by calvintaneng > 2021-11-04 02:09 | Report Abuse

Yet life and abundant growth revolves round river

He shall be like a tree planted by the side of the river

That brings forth it's fruit in its season

Posted by calvintaneng > 2021-11-04 02:10 | Report Abuse

River signifies water

Water is a symbol of wealth

So a healthy company has river of income flowing in

Posted by i3gambler > 2021-11-04 14:31 | Report Abuse

What you said is true and correct,
I checked with my former colleague who is from Sibu,
TAANN is relatively clean and honest,

Those who have friends from Sibu, please ask them.

I keep both SWKPLNT and TAANN,
Monitor their price ratio,
Now it is 2.55 / 3.15 = 0.81,

And adjust my SWKPLNT / TAANN portfolio ratio from time to time.

Posted by Intrinsic99 > 2021-11-04 16:12 | 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 and to catch your nonsense mistake

We know you had put your bet on palm oil stocks more than 6 months but end up unable to reach your desire target, so now start nervous that's why non-stop putting blog to promote

We know you had past record on what you did last time, don't con members here until loss their hard earn money

I don't know why 3iii administrator 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 Intrinsic99 > 2021-11-06 14:14 | Report Abuse

CPO prices expected to be lower in 2022, say market analysts (The Star - Saturday, 16 Oct 2021)

UOB Kay Hian Research maintains its “underweight” rating on the plantation sector

The research unit is keeping its CPO price forecast for 2021 and 2022 at RM3,300 and RM2,800 per tonne respectively

CPO prices may sustain at the current levels due to the continued disappointing palm oil production as yield recovery from the previous drought is taking longer than expected

It also notes that risks include rising fertiliser costs due to supply constraints. As fertiliser cost (30% of ex-mill cost) is one of the biggest components besides labour cost, the surge in fertiliser prices could lead to a cost increase of at least 15% to 20%


RHB Research also maintains its “underweight” rating on the plantation sector

It advises investors to ride the wave and look for opportunities to sell into strength, with CPO prices currently at a peak, and some strength being seen in share prices.

“The main risk to this thesis is weather abnormalitie. Share prices have, for the first time this year, started moving in tandem with CPO prices. We believe now is the time to ride the wave, and wait for a good opportunity to lock in some profits, adding that environmental, social, and governance (ESG) concerns will still impact sector valuations”


https://www.thestar.com.my/business/business-news/2021/10/16/cpo-prices-expected-to-be-lower-in-2022-say-market-analysts

Posted by Intrinsic99 > 2021-11-06 14:15 | Report Abuse

What we can observe market behaviour now is most of the fund managers start to revise outlook for CPO in the upcoming season, most of experts had expected the CPO prise shall be normalised in tandem.

Fund managers strongly believe that plantation companies shall be adjusted lower heading Trailing Twelve Months (TTM), that’s why most of the research houses given underweight outlook.

This is the reason why plantation sector not so fancy like year 2020 glove sector, fund managers strongly believe that once the CPO price normalise so ASP also simultaneously adjusted lower.

One of the good example to review is glove sector, what happen for the year 2020 compare with year 2021. Once most of the fund managers revise neutral or underweight outlook, we all can see the respective sector (or respective stocks) will start decelerating.

Despite glove sector still handsomely profitable for the next few years but most of the share traders more bias to ASP will be adjusted accordingly. This scenario is same with plantation sector as well.

If we want to enjoy fancy profit from the share price margin at this moment, we need to thoroughly consider is it the right time to challenge current circumstances since market had given cognitive lesson for the past of glove sector.

If we want to enjoy dividend yield (only selective planters), it’s fine to accumulate rather than putting your funds at the banks but now not aware current share price is it wisely to enter since plantation sector bias to neutral or underweight.