For March 2022, MPOB reported unprecedented average CPO price of RM6,867 per MT (+16% MoM, +70% YoY). meaning coming quarter will be amazing....at least +50%
IOI corp, can buy Call Warrant if price is a bit high, esplly C 35. KYY now prefers JTiasa.. Noticed that TaAnn, Inno, uptrend whereas SHChan have not rebounded yet and very cheap. SimePlant has many cheap Call Warrants too. Calvin really helped investors a lot. As early buyer of CPO shares , was not patient enough as CPO did not move for a long time, and thus cut loss on BPlant, TSH, Subur, SOP etc. In May, BPlant and TSH will announce their profit form land sales. Overall as Calvin says, the Nusantara, new Indon capital, will cause a very drastic re-evaluation of land price on TSH land in East Kalimantan. Keep up the good work Calvin of informing Investors. Sometimes we wonder how Tanco with very small profit and Revenue, can have Capitalization of nearly 1bil. Beware.
Hi Calvin, if the production cost is RM1600, the CPO is RM2000, then the earning is RM400. If assume the earning is RM1m. It means that each addition of RM400 per ton will increase the earning by 1m. So if the CPO now is RM6000, then minus by RM1600, the the earning is RM4400 per ton. Divided by RM400 per ton, it should be 11 times more. Then it will be RM11m this month?
New IPO: Building management systems (BMS), solar thermal systems and energy-saving services provider, Solar District Cooling Bhd aims to list on the Ace Market!
MQ Trader 208 views | 1 d ago
0:17
New IPO: The onshore and offshore support services provider for the O&G industry, Steel Hawk Bhd aims to list on the Ace Market!
MQ Trader 11235 views | 9 d ago
0:17
New IPO: The largest mini-market player and a leading groceries retailer in Malaysia, 99 Speed Mart Retail Holdings Bhd aims to list on the Main Market!
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
ahbah
6,183 posts
Posted by ahbah > 2022-04-10 23:13 | Report Abuse
Just wallop any plantation stk we like.