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52 comment(s). Last comment by calvintaneng 2022-03-28 08:58

ahbah

6,238 posts

Posted by ahbah > 2022-01-13 10:56 | Report Abuse

The winners are :

1st place - Taann

2nd place - Bplant

3rd place - AYS Steel , n

4th place - Hiapteck Ventures

gladiator

685 posts

Posted by gladiator > 2022-01-13 13:38 | Report Abuse

Ignore AYS & HIAPTECK buy PRESTAR & LEON FUAT.

gohkimhock

3,135 posts

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.

calvintaneng

56,893 posts

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

All be happy

amateurJR

2,366 posts

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

ahbah

6,238 posts

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 !

ahbah

6,238 posts

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

paster = pastor, please.

calvintaneng

56,893 posts

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

Post removed.Why?

calvintaneng

56,893 posts

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

gladiator

685 posts

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.

smartly

6,442 posts

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

calvintaneng

56,893 posts

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

Post removed.Why?

calvintaneng

56,893 posts

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

Post removed.Why?

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

Post removed.Why?

calvintaneng

56,893 posts

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

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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

calvintaneng

56,893 posts

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

Post removed.Why?

calvintaneng

56,893 posts

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

Post removed.Why?

calvintaneng

56,893 posts

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 ??

calvintaneng

56,893 posts

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

Post removed.Why?

Youngkid

299 posts

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

calvintaneng

56,893 posts

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

Post removed.Why?

Youngkid

299 posts

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

Aya ! Stanley won't let it break below Rm1

ahbah

6,238 posts

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

How do U know, please ?

messi

280 posts

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

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

supersaiyan3

3,137 posts

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.

Wizman

58 posts

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!!!

ahbah

6,238 posts

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 !!!

hng33

20,513 posts

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

calvintaneng

56,893 posts

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

Post removed.Why?

gladiator

685 posts

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.

ahbah

6,238 posts

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 !

calvintaneng

56,893 posts

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

Ahbah has emotional intelligence

well done Ahbah

Clap !

Clap !!

Clap !!!

smartly

6,442 posts

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......................

CharlesT

14,976 posts

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

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

CharlesT

14,976 posts

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

Or not very long term investor...

Johnzhang

3,098 posts

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.

gladiator

685 posts

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

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

calvintaneng

56,893 posts

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

calvintaneng

56,893 posts

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

Post removed.Why?

ahbah

6,238 posts

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 !!!

Johnzhang

3,098 posts

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 .

calvintaneng

56,893 posts

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

Post removed.Why?

calvintaneng

56,893 posts

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

Post removed.Why?

stockraider

31,556 posts

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

OTB

11,626 posts

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

stockraider

31,556 posts

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!

stockraider

31,556 posts

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

OTB

11,626 posts

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

Post removed.Why?

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