Posted by calvintaneng > 2022-04-04 17:22 |

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Posted by calvintaneng > 2022-04-04 17:23 | Report Abuse

https://tradingeconomics.com/commodity/canola

Posted by calvintaneng > 2022-04-04 17:32 |

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Posted by calvintaneng > 2022-04-04 17:33 | Report Abuse

https://www.palmoilanalytics.com/

Posted by calvintaneng > 2022-04-05 14:19 |

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Posted by calvintaneng > 2022-04-05 14:22 |

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Posted by Fabien _the efficient capital allocator > 2022-04-05 21:01 | Report Abuse

TSH managed to sell undeveloped land at such a premium price. These plantation land is very very valuable given the scarcity and reforestation

Posted by stockraider > 2022-04-05 22:45 | Report Abuse

Calvin sifu analysis is correctloh....!
CPO could average Rm 5500 to Rm 6500 this year 2022 mah!

Next year 2023 base on the future price analysis may average Rm 4800 to Rm 5800 loh!

CPO price at Rm 4000....palmoil already making historical bumper profit mah!

Most importantly enormous positive cashflow is generated by palmoil companies loh!

Posted by stockraider > 2022-04-05 22:48 | Report Abuse

CPO should sustained Rm 5500 to Rm 6500 this year 2022 loh!

Even 2023 it will still sustained rm 4800 to Rm 5800 mah!

Rm 4000 cpo....plantation already report bumper profit mah!

Lu tau boh ?

Posted by calvintaneng > 2022-04-24 17:58 |

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Posted by calvintaneng > 2022-04-28 23:25 |

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Posted by calvintaneng > 2022-05-29 23:38 |

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Posted by stockraider > 2022-05-30 09:01 | Report Abuse

Bplant is one of the best plantation stock selection for investment mah!

Actually mkt is bearish & mkt is also skeptical of the commodity bulll run of;

1.CPO
2. Steel
3. Crude Oil
4. Crack spread
5. Aluminum, Tin and Copper

Thus mkt is taking a cautious approach to its sustainability mah!

If say CPO continue to perform at above Rm 5000 going fwd and the management has good corp governance & pays good div to reward shareholders, I m sure the Plantation share price will continue to go up mah!

Even if the CPO price come down to Rm 4000, I m sure the impact on plantation share price is minimal as currently it is not overvalue mah!

Currently with all food inflation in the world plus limited land available for future cultivation due to the environment concern, plantation valuation & its land will be valuable loh!

Posted by StartOfTheBull > 2022-05-30 09:37 | Report Abuse

Aiyo, climate change, vegetable oils shortage is expected to continue for many years. Why want to shun plantation stocks?

Posted by calvintaneng > 2022-05-30 10:05 | Report Abuse

Must note between food and hard commodities

Food is a necessity while others are not

at the very worst of times people still MUST EAT FOOD

They can forgo others EXCEPT 3 MEALS A DAY IS NON NEGOTIABLE

WITH UKRAINE CROP PLANTING SEASON FOR CANOLA OIL AND SUNFLOWER OIL NOW OVER

THERE IS SHORTFALL FROM NOW TILL NEXT YEAR