Posted by calvintaneng > 2022-03-31 15:19 | Report Abuse

IOI MALL PUCHONG

https://www.youtube.com/watch?v=sa3LDiZhcJY

Posted by calvintaneng > 2022-03-31 15:24 | Report Abuse

https://www.youtube.com/watch?v=A0dyCSDZEOk

Posted by investor2021trading > 2022-03-31 15:29 | Report Abuse

@calvintaneng, i see u being reporting on oil palm stocks! what about MHC n Cepat declaring 6c n 4c dividend payment! is it a buy call?

Posted by calvintaneng > 2022-03-31 15:40 | Report Abuse

MHC & CEPAT OK

I bought & took profit already

Their Palm oil estates only average size

SO GO FOR ONES WITH BIGGER SIZE BEST

SEE

https://klse.i3investor.com/jsp/blog/blpost.jsp?blid=2222&blpid=622097

Posted by investor2021trading > 2022-03-31 15:53 | Report Abuse

@ calvintaneng, although their planted hectarage r small i.e. below 15,000 hectares, their NOSH is low with high EPS n PE ratio below 10 times!

Posted by calvintaneng > 2022-03-31 16:00 | Report Abuse

Yes but there is a capacity production limit by size

Like this

A driver might be smart and very clever

But if his car is a Kancil or Saga there is maximum he can put in maybe up to 10 people....more than that will be very cramp

A 44 seater bus even though under utilize can always have room to scale up

So if you got 50,000 acres palm oil you can do your best but there is a limit

If you have 430,000 acres then you can scale up

Posted by calvintaneng > 2022-03-31 16:04 | Report Abuse

Mhc got 52,000 acres while Ioi corp got 432,000 acres

Posted by investor2021trading > 2022-03-31 16:07 | Report Abuse

chicken n egg situation! more chicken more eggs! what if d CPO price dropped below RM3,500 per ton? how u calculate d profitability of managing an oil palm mill when price dropped?

Posted by calvintaneng > 2022-03-31 16:22 | Report Abuse

Cpo at Rm3,500?

Unless Canola OIl drops below USD600

Now Canola oil is USD1,126 up extra 80% from its world record of Usd600

By same price rise Cpo should be above Rm7,000

So if Canola oil cannot fall below USD600 there is no way Cpo will fall below Rm4,000

See

https://tradingeconomics.com/commodity/canola

Cpo possibly will stay at Rm6,000 to Rm8,000 range for 2022 & 2023

Cost of Cpo production Rm1,600

If Cpo at Rm3,200
Profit is 100%

If Cpo at Rm4,800
Profit is 200%

if Cpo is Rm6,400
Profit is 300%

No other business in Malaysia even get near to 30% profit now

PALM OIL IS THE CHAMPION EARNER OVERALL

Posted by calvintaneng > 2022-03-31 16:22 | Report Abuse

Cpo at Rm3,500?

Unless Canola OIl drops below USD600

Now Canola oil is USD1,126 up extra 80% from its world record of Usd600

By same price rise Cpo should be above Rm7,000

So if Canola oil cannot fall below USD600 there is no way Cpo will fall below Rm4,000

See

https://tradingeconomics.com/commodity/canola

Cpo possibly will stay at Rm6,000 to Rm8,000 range for 2022 & 2023

Cost of Cpo production Rm1,600

If Cpo at Rm3,200
Profit is 100%

If Cpo at Rm4,800
Profit is 200%

if Cpo is Rm6,400
Profit is 300%

No other business in Malaysia even get near to 30% profit now

PALM OIL IS THE CHAMPION EARNER OVERALL

Posted by GLNT > 2022-03-31 17:29 | Report Abuse

I think it's Citibank representing EPF to unload. Citibank doesn't like Plantations and want to sell out everything related to plantation.