Posted by gohkimhock > 2022-01-13 13:57 | Report Abuse

It is obvious some companies are having cash flow problems here. They were hit hard by high raw material prices. And these finished products are not essential items.

Posted by calvintaneng > 2022-01-13 14:11 | Report Abuse

All be happy

Posted by amateurJR > 2022-01-13 14:26 | Report Abuse

Calvin recommended healthcare related stocks mostly hit limit up during 2020. But 2021 seems to be a so so yr for Calvin

Posted by ahbah > 2022-01-13 14:48 | Report Abuse

I always follow the writing by the mkt paster bcos his writing is always guarded by

the unseen hands from the above !

Posted by ahbah > 2022-01-13 14:53 | Report Abuse

paster = pastor, please.

Posted by calvintaneng > 2022-01-13 15:53 | Report Abuse

Tyvm

amateurJR

Year 2019 was Ogse Bull run
Calvin cutloss 50% in others but made 100% from Ogse

minus out 50% losses from other dead non performing stocks of 2019 and before still made 50%

Year 2020 was exceptional due to Covid 19 Catalyst which pushed up Supermax, Kossan ,Topglove , Adventa, Rgt Bhd, Hlt, Texchem, Nylex , Ancom, Esceramic, Prolexus, luxchem, Careplus and others into bull run

Year 2020 was the best so far getting a 400% return

Year 2021 only Ijmplant and mhc plant did very well but the rest were mediocre

However, with Cpo prices at over Rm5200 supported by high canola oil (Usd1,040) and soyoil (Usd58) this year 2022 bull run belongs to palm oil like no other

Posted by calvintaneng > 2022-01-13 21:15 | Report Abuse

gohkimhock It is obvious some companies are having cash flow problems here. They were hit hard by high raw material prices. And these finished products are not essential items.
13/01/2022 1:57 PM

You are correct

Calvin already cutloss in Masteel.
Now Singapore Govt has cooled down Real Estate by raising barrier to property purchase steel demand will be curbed

Also Construction company like Greatearth in Singapore has gone bankrupt due to high material cost & wages

Some Malaysian Steel companies with export exposure to Singapore will be hit hard & see default in payment later

Also China housing market is in deep trouble

Steel is now in danger. Non payment & debt default is a reality to be feared

Posted by gladiator > 2022-01-13 21:18 | Report Abuse

Don't focus on Palm oil alone, diversify to steel counters and oil & gas too. With the collapse of technology stock you can see this two days trading volume surge in banking, steel & few oil & gas counters. This already give you a hint 2022 theme play. Plantation, metal & oil & gas will be 2022 recovery play.

Posted by smartly > 2022-01-13 21:44 | Report Abuse

calvintaneng, you so clever lah...
TAAN - 1/9/21 RM2.92, now RM3.41 up by 16%
BPLANT - 1/9/21 RM0.64, now RM0.72 up by 12%
AYS - 1/9/21 RM0.62, now RM0.66 up by 6%
HIAPTEK- 1/9/21 RM0.595,now RM0.52 down by 12%

Palm oil VS Steel. Obviously Steel lose 9street.
BUT how come your other Palm oil stocks not performing yah...
e.g Golden Agri, Tdm, DLL

Posted by calvintaneng > 2022-01-13 21:55 | Report Abuse

TYVM Smartly

Goldenagri Singapore ok lah

Bought at 14 sen & now 24 sen (up 41%)
See https://sgx.i3investor.com/servlets/stk/e5h.jsp

As for all other Palm oil laggards they will all go up as well

In year 2020 when Glove bull started only Supermax & Comfort run up first
Later other glove played catch up

And much later small glove like careplus & hlt also started to run

So IjmPlant & Mhc Plant run fast first
Taann & Bplant warming up

Later SOP will also get one fire as its forward P/E only 4.1
SOP will run fast by Next Month's Fantastic Result

Others like Jtiasa, Tsh resources, Thplant, Fgv, Wtk & all others will also have their turn as CPO very high over Rm5,000 all through year 2022 till 2023 with no competing danger from China like Gloves which have no moat or barrier to entry

Posted by calvintaneng > 2022-01-14 06:19 | Report Abuse

Tech bubble bursting with a loud "POP" sound in Nasdaq

Run from all Tech as it is now in downtrend just like in year 2000 dot.com bubble when Mpi shot up 1,000% from Rm5 to Rm50 only to fall back below Rm10 later

Sell all Tech and run to the safety of palm oil now

Warning on bank stocks
After Tech implodes banks will also go down

Sell bank stocks now as they will also collapse later

Posted by Intrinsic99 > 2022-01-14 08:04 |

Post removed.Why?

Posted by calvintaneng > 2022-01-14 08:17 | Report Abuse

Intrinsic99

Why you talk nonsense all the time?

Calvin buying and holding palm oil shares tightly as Year 2022 will see a bull run due to very high Cpo prices over Rm5,200 per ton

As cost of Cpo production for most palm oil companies are below Rm2,000 a ton to as low as Rm1,465 for Thplant the gross profit is 200%

So you should just shut up and listen

Posted by Intrinsic99 > 2022-01-14 08:28 | Report Abuse

Sime Darby Plantation warns labour shortage may get worse for plantation companies in 1Q

https://www.theedgemarkets.com/article/sime-darby-plantation-sees-labour-shortages-worsening-early-2022


[[The shortage of workers has been identified as the cause of the 20% to 30% decline in the production of fresh fruit bunches.

"Our palm oil (industry) may not grow as stellar as before, due to limitation of plantation areas and we cannot compare the volume with Indonesia]]

Management already given performance warning so need more alert

Posted by calvintaneng > 2022-01-14 08:44 | Report Abuse

This news we already know
You are so behind time

Palm oil bosses all said even if production drop by 20% due to labour shortage it is more than compensated by Cpo rise of 200% to Rm5,200 from it's lows of Rm1,700 per ton

Moreover, Companies like Tsh and others are upgrading to automation and need less human labour in future

Posted by calvintaneng > 2022-01-14 08:46 | Report Abuse

Lately

Jaya tiasa new buying from another director emerged

He has no jtiasa before and why is he buying now?

Ask yourself why if palm oil you think no good but insider director of jtiasa buying?

Posted by calvintaneng > 2022-01-14 08:48 | Report Abuse

Another director of SOP (Sarawak Oil Palm) also added more Sop shares after a long absence

Ask yourself why he wants to buy Sop shares now ??

Posted by calvintaneng > 2022-01-14 08:57 | Report Abuse

Ok since we are talking about labour shortage and Cpo price rise let us do a simple calculation ok

suppose we producing "X" goods for sale

If 100X goods sold at Rm1.00 = RmRm100

That is 100 x one ringgit = Rm100 total sale

Now if due to lack of labour we can only produce 80X goods(less 20% as not enough labour)

Buy price of Xgoods increased by 200% from Rm1 to Rm3

So the final figure is

80 x Rm3 = Rm240

See the picture

It was Rm100

Now Rm240

That is an increase of 140% in profit

This is why palm oil bosses are sanguine

Posted by Youngkid > 2022-01-14 09:19 | Report Abuse

Aya! buy Supermx better lah! , EPS 141 sen . No labours problem .Factory run almost full automation

Posted by calvintaneng > 2022-01-14 09:33 | Report Abuse

Youngkid

No. Cannot touch Supermax as it will fall below Rm1.00 when profit turn to losses in next few qtrs

While palm oil rise up from strength to strength

Posted by Youngkid > 2022-01-14 09:54 | Report Abuse

Aya ! Stanley won't let it break below Rm1

Posted by ahbah > 2022-01-14 10:14 | Report Abuse

How do U know, please ?

Posted by messi > 2022-01-14 10:51 | Report Abuse

Sifu calvin, I got budget for 1 palm oil stock. Which 1 you recommend

Posted by supersaiyan3 > 2022-01-14 11:28 | Report Abuse

(unrelated somehow)
My pro friend yesterday said his boss can make RM500 per acre of oil palm.

All of Calvin's favoured company just can't show that.

I guess HSPLANT is the only one with 30% net margin.

Posted by Wizman > 2022-01-14 11:37 | Report Abuse

Bullish on all-palm oil stocks 2022-2023 as recent months many low profile top retail investors bought huge amount palm oil stocks bcoz palm oil stocks able to sustainable high CPO 2022-2023, making good profit, good dividen & bonus shares. Few IB started to bullish on palm oil stocks. Sell technology/semi-conductor stocks as very high PE, not attractive to buy as over-bought & no chance to rise share price higher. Intrinsic99 always talk nonsense all the time when calvin genuinely share value investing in very under-value palm oil stocks. The truth is all palm oil stocks are very very under value!!!

Posted by ahbah > 2022-01-14 11:43 | Report Abuse

" Thou shall not tell lies " a commandment written in stone given to our

Mkt Pastor here.

Therefore, our Mkt Pastor here writes nothing but the truth onli !!!

Posted by hng33 > 2022-01-14 11:47 | Report Abuse

Calvin

You need to get thing clear that palm oil tree is biological, growth is slow and production palm fruit is on gradual manner. Whereas, in steel industry, production volume can scale up immediately if selling price is high and manufacture plant can run overtime if needed for 24 hr.

That is big differece betwenn industries

Posted by calvintaneng > 2022-01-14 12:03 | Report Abuse

Welcome Hng33

Long time didn't see you.

Yes steel like gloves are man made and can be rammed up in production if needs be

While Palm oil depends on nature and to produce cooking oil from scratch you will need to find raw land, plant seed and then wait 3 plus years for it to grow and produce fruit

So while China ramping gloves and flooded the market the same cannot be done for palm oil

As for steel I have been investing successfully many rounds since year 2006 till now.

However the macro picture going forward is very murky

Although USA has planned Usd1 trillion for infrastructure jobs which will increase steel demand which will be end 2022 earliest the entire steel demand from Singapore and China is now plummeting due to recessionary measures in China and in Spore the Govt is curbing hot housing boom

Plus Jerasia is going bankrupt and might be liquidated

Several blocks of Shophouses in Shamelin Perkasa, Cheras plus many factories owned by Jerasia might come out for auctions later

All these bad news will curb steel demand later

so further down 3, 6 or 9 months later steel prices might not sustain

And even if steel prices remain high there is no certainty that after sales Steel companies can collect payment from struggling contractors due to high cost of steel and labour which eat into profit margin

Posted by gladiator > 2022-01-14 16:29 | Report Abuse

How to compare steel vs palm oil? Palm oil stock volume so low so as the fund managers cannot buy big in plantation even though they wanted to do so. Just look at the buy q and sell q of Sop or even Taann. On the other hand steel stock suffer minor pull back only but last two days steel stock surge in huge volume and that's where the "HOT MONEY" went to after tech sell of for the next theme play. Follow the hot money if you wanna win big. Best is buy both steel & plantation.

Posted by ahbah > 2022-01-14 16:32 | Report Abuse

" Be gridi when others are fearful " by the world famous WB

Above is the no. 1 Law Of Investment !

Posted by calvintaneng > 2022-01-14 16:36 | Report Abuse

Ahbah has emotional intelligence

well done Ahbah

Clap !

Clap !!

Clap !!!

Posted by smartly > 2022-01-14 17:57 | Report Abuse

hng33,

you have quit scalping trades ? now turn into longer term ? miss your buy sell buy sell buy sell......................

Posted by CharlesT > 2022-01-14 18:02 | Report Abuse

Hng33 has joined me to become short term investor in Annjoo...

Posted by CharlesT > 2022-01-14 18:06 | Report Abuse

Or not very long term investor...

Posted by Johnzhang > 2022-01-14 18:49 | Report Abuse

Plantation will do well due to tight supply of edible oil .
I think steel , energy and some other commodities stocks will also do well in the mid term for the same reasons.

Posted by gladiator > 2022-01-14 18:54 | Report Abuse

Be gridi when others are fearful? D&O and Greatec hoot9e sailang all in.

Posted by calvintaneng > 2022-01-14 18:56 | Report Abuse

be greedy when others are fearful is premised on value stocks not frothy growth bubble

Posted by calvintaneng > 2022-01-14 19:24 | Report Abuse

Apart from palm oil timber or plywood should be good as well due to high lumber prices

energy good as crude oil up and Brent oil over usd85 will encourage more biodisel use from soyoil, canola oil and palm oil

all move up in tandem

in the coming future renewable energy will play a more prominent role as coal and fossil fuel will be phased out in favor of solar , hydro and biodisel

but for now with Cpo at world record high go for palm oil shares as a whole

Posted by ahbah > 2022-01-14 22:32 | Report Abuse

" but for now with Cpo at world record high go for palm oil shares as a whole " ...

this was pronounced with inspiration n guidance from the Above by our mkt pastor n

can never be wrong !!!

Posted by Johnzhang > 2022-01-15 07:56 | Report Abuse

No doubt Palm oil stock is very good , it is still very important to diversify your portfolio .

Posted by calvintaneng > 2022-01-21 08:31 | Report Abuse

Very happy morning

Soyoil is now over Usd60

Palm oil should cross Rm5500 soon to another new world record

Posted by calvintaneng > 2022-01-22 09:24 | Report Abuse

Fantastic!

Fcpo Feb 2022 finally closed at new world record price of Rm5,504 for the very first time

Yesterday Netflix plunged by 21.78% in one day carnage

This shows palm oil on strong uptrend while Tech is strong down trend

Posted by stockraider > 2022-01-23 11:49 | Report Abuse

Buy b4 too late mah!

Very strong uptrend coming mah!


Posted by NorazmiAR > Jan 22, 2022 11:06 AM | Report Abuse

https://www.theedgemarkets.com/article/cpo-futures-hits-new-high-indon...

The crude palm oil (CPO) futures contract on Bursa Malaysia Derivatives extended its rally to close at RM5,322 a tonne for the April contract.

Singapore-based Palm Oil Analytics owner and co-founder Sathia Varqa said the price surged after the Indonesian government confirmed it will restrict palm oil exports.

Indonesia's foreign trade director-general Indrasari Wisnu Wardhana said Friday the republic will restrict exports to control the supply of domestic cooking oil in the country.

A media report said the restrictions will apply for six months starting Jan 24.

“(Based on) market players’ rumours, most likely the proposal will be 70% domestic supply and 30% export,” Sathia told Bernama.

Palm oil trader David Ng said Indonesia's move to curb palm oil exports will push up demand for Malaysian CPO as the big buyers will continue to search for alternative sources.


Posted by NorazmiAR > Jan 22, 2022 11:51 AM | Report Abuse

Why when palm oil price have reach new all time high but company share price still not moving up?? Other loss making or small profitable company can jump to all time high without much fundamental or news/MOU that may not even materialize. (WOODLANDOR,COMPLETE LOGISTIC, SMTrack)

Why operator want to goreng these unpromising stocks instead of palm oil company that already set in stone strong earning in coming Quarter results? Bursa really is a twisted environment for investment

Posted by OTB > 2022-01-23 12:35 |

Post removed.Why?

Posted by Marigold123 > 2022-01-23 12:45 | Report Abuse

old folk -vs- liar

Posted by stockraider > 2022-01-23 12:49 | Report Abuse

Just like gloves in the previous early inflexion point b4 it shoot up high high previously....now it is palmoil time mah!

Collect your palmoil stock now loh!

Posted by stockraider > 2022-01-23 12:56 | Report Abuse

Why chose only Bplant ?

U should also look into sifu Calvin good bluechip plantation pick of Taann mah!


Posted by Sslee > Jan 23, 2022 12:41 PM | Report Abuse

I am still holding 500K bplant. Will top up if bplant drop below 70 cents.


Posted by Sslee > Jan 23, 2022 12:47 PM | Report Abuse

For the quarterly dividend and valuable free hold land assets in West Malaysia that can be easily monetised


Posted by stockraider > Jan 23, 2022 12:53 PM | Report Abuse X

Yes Make good sense now loh!

Posted by Sslee > Jan 23, 2022 12:47 PM | Report Abuse

For the quarterly dividend and valuable free hold land assets in West Malaysia that can be easily monetised

Posted by OTB > 2022-01-23 23:14 |

Post removed.Why?

Posted by calvintaneng > 2022-01-24 08:25 | Report Abuse

Good morning Mr Otb

Your posted is noted

We don't go into dispute

Just invest in what you know best

Calvin wish you and all your subscribers well in i3 forum

Only time will tell whether Palm oil or steel is better

Have a nice day

Posted by calvintaneng > 2022-03-28 08:58 | Report Abuse

Palm oil stocks are Star performers for 2022 and into 2023