Posted by lionel messi > 2022-04-23 12:20 | Report Abuse

Local plantation companies will fly.

Posted by firehawk > 2022-04-23 13:18 | Report Abuse

Many of the Malaysian plantation companies have their business in Indonesia, right?

Posted by s3phiroth > 2022-04-23 13:26 | Report Abuse

Despite the ban the domestic price in indonesia will still remains high because of domestic shortage. So, it is still a handsome profit for indo planters.

Of course, without doubt pure msia planters will outperform those with some palm oil fields in indonesia.

Posted by DickyMe > 2022-04-23 14:12 | Report Abuse

Why Malaysian government did not ban export of palm oil to tackle domestic cooking oil price hike and shortage?

A reasonable government should take care of it's local demand and welfare. It should not be operate like a leeching businessman.

The people should reject such irresponsible politicians.

Posted by calvintaneng > 2022-04-23 14:15 | Report Abuse

Since year 2018 for four years no more conversion of forest to palm oil

In these times many Palm oil Co have been turned to other Usage

Kulim Biggest Palm Oil in Johor converted 2 Palm oil estates into THRIVING TOWNSHIPS IN PENGERANG
More lands taken from Palm oil for housing

Recently Bplant sold palm oil estates to YtlPower to make Data Center & Solar Farm

Now Indonesia buying Palm oil lands in Bulugan Regency to convert into WORLD BIGGEST GREENTECH PARK

With less and less palm oil acreage and World Population continues to grow MANKIND WILL FACE GREAT STARVATION & FAMINE

MILLIONS & MULTI MILLIONS WILL DIE FROM HUNGER

BLAME IT ON GREEN PEACE

BLAME IT ON FRENCH RAPESEED FARMERS TELLING LIES ON ESG AGAINST PALM OIL

BLAME THOSE USA SOYBEAN FARMERS WHO OPPOSE PALM OIL

Posted by DickyMe > 2022-04-23 14:26 | Report Abuse

LOL. Only fools think that people will die due to shortage of palm oil.
Humans survived for hundreds of thousands of years without palm oil.
They continue living without palm oil, alternatives are plenty.
Cost will not be a matter.

Posted by s3phiroth > 2022-04-23 14:30 | Report Abuse

Posted by DickyMe > 16 minutes ago | Report Abuse

Why Malaysian government did not ban export of palm oil to tackle domestic cooking oil price hike and shortage?
---------------------------------------------------------------------------------------------------------
because msia government does not hv deep pocket to give up the 8% export duty on cpo. Now it is a perfect time for them to earn back whatever they spent on covid in last 2 years.

Posted by calvintaneng > 2022-04-23 14:39 | Report Abuse

Knowledge is power

Palm oil palmic acid content is 44%

Palmic acid in soybean only 11%

So palm oil has 4X(times) more palmic acid than
SOYOIL

PALMIC ACID IS FOUND IN 30% OF HUMAN BODY

MOTHER'S BREAST MILK IS 25% PALMIC ACID

THAT IS WHY INFANT MILK FORMULA HAS PALMIC ACID IN ITS CONTENT

BY BANNING PALMIC ACID USA NOW SUFFERS FROM 20% TO 30% INFLATION

Posted by calvintaneng > 2022-04-23 14:53 | Report Abuse

Palmic acid is found in margerine, instant noodle, Milo, teh tarik, all biscuit, bread, Ice cream cake and 50% of supermarket item

It is used as pet food and washing detergent

Without palm oil the life building block from palmic acid will be less

even rice got 7% to 15% palmic acid

Meat, cheese got 50% palmic acid

so when world is hungry and less efficient production of palmic acid many many people will starve

Posted by calvintaneng > 2022-04-23 14:56 | Report Abuse

https://www.google.com/search?q=44%25+palmic+acid+palm+oil&oq=44%25+palmic+acid+palm+oil&aqs=chrome..69i57j33i10i160j33i10i22i29i30.9786j0j4&sourceid=chrome&ie=UTF-8

Palm oil contains approximately 50% saturated fatty acids, with 44% palmitic acid (C16:0), 5% stearic acid (C18:0), and trace amounts of myristic acid (C14:0). The unsaturated fatty acids are approximately 40% oleic acid (C18:1) and 10% polyunsaturated linoleic acid (C18:2) and linolenic acid (C18:3) [11]–[13].9 May 2014

Posted by calvintaneng > 2022-04-23 14:58 |

Post removed.Why?

Posted by Johnzhang > 2022-04-23 15:43 | Report Abuse

Banning export shall flood the local Indonesian market with CPO and thus automatically drive local selling price for cooking oil , biodiesel and all consumer products containing palm oil to very low level. Jokowi is resolved to cushion the hardship face by his people due to hyperinflation and at tge same time reduce government subsidies in cooking oil and fuels. Such move , if it is prolonged is bad for plantations in Indonesia.

Posted by Johnzhang > 2022-04-23 15:48 | Report Abuse

The beneficiaries are 100% Malaysia based plantations such as Taann, SOp, swkpltn, MHC, cepat, HSplant, Kmloong etc.
Better stick to Malaysia based plantations . Indonesia frequent come with policy surprises and it’s no good for business.

Posted by calvintaneng > 2022-04-23 15:55 | Report Abuse

Go for these with palm oil over 200,000 acres best

jtiasa (206,000 acres palm oil?

Bplant (220,000 acres)

Thplant (240,000 acres)

Taann (with Swkplant over 200,000 acres)

SOP (300,000 ACRES) CHAMPION IN SARAWAK

HS PLANT (ABOUT 100,000 ACRES ALL IN SABAH)

TSH RESOURCES (GOT 21.95% INNOPLANT SHARES, PALM OIL IN SABAH AS WELL AS REFINERY IN SABAH)

Posted by StartOfTheBull > 2022-04-23 16:00 | Report Abuse

On the other hand, it will reduce export revenue and it's economy for Indonesia. For how long Indonesia can afford to continue with the export ban that remains to be seen.

Posted by StartOfTheBull > 2022-04-23 16:07 | Report Abuse

TSH has most of its land and four oil mills in Indonesia. I think it can take a back seat for the time being until the export ban is lifted.

Posted by omegacankill > 2022-04-23 17:48 | Report Abuse

this calvintaneng really makes a lot of enemies from other stock forum. tat y this dick, plantationgameover and calviniswrong keep retaliate with nonsense :)

Posted by calvintaneng > 2022-04-23 18:56 | Report Abuse

no

Calvin kind hearted warnings were taken with wrong attitude

Those who took heed to get out of gloves and bloated tech early and bought palm oil were saved from losses into huge gains

Those failed to listen tries to blame

Never mind

Calvin will always tell the truth
nothing but the truth shall prevail

Posted by StartOfTheBull > 2022-04-23 19:08 | Report Abuse

I remember Calvin has advised some people to stop chasing/cut loss in some 'rubbish' counters right before it crashed sometime ago.

Posted by Sslee > 2022-04-23 21:37 | Report Abuse

Ban oil export mean no need to deliver to client anymore?

Yes Exporters can now declare a force majeure in a legal attempt to escape contractual liability and obligation by applying the elements of
(1) unforeseeable event,
(2) outside of the parties' control, that
(3) renders performance impossible or impractical

Posted by ahbah > 2022-04-23 22:48 | Report Abuse

We in our country also got shortage. Can U find the subsidised palm oil in plastic bags for sale in our supermarket ?

Posted by VTrade > 2022-04-23 22:50 | Report Abuse

Sslee, if sell forward month in fcpo still no problem lo…

Posted by calvintaneng > 2022-04-23 22:51 | Report Abuse

2nd half year of 2022 will see palm oil turn into a powerful SUPER CHARGED SUPERBULL RUN LIKE NEVER SEEN BEFORE

Posted by ahbah > 2022-04-23 22:53 | Report Abuse

I am a poor kampong kid, looking for the Rm2.50 per bag of 1 kg of palm oil to buy.

Where can I find it ?

Posted by stockraider > 2022-04-24 08:06 | Report Abuse

emember stick to good stocks which has only malaysian plantation exposure which are not affected by export ban which are;

1. Cepat
2. Hapseng
3. Kmloong
4. MHC
5. Taann
6. swkplant
7. Wtk
8. Bplant

Posted by stockraider > 2022-04-24 11:09 | Report Abuse

Ok to give u a good picture on palmoil ban by indonesia;

Indonesia producer can only sell domestically at Rm 3500 to Rm 4500 loh!
Their production cost is Rm 1500 to Rm 2000 loh!
Still making good profit but much less loh!

Msia producer can sell Rm 6500 to Rm 7500 mah!
Msian producers cost at Rm 2000 to Rm 2400, can make super abnormal profit loh!

Posted by StartOfTheBull > 2022-04-24 11:54 | Report Abuse

Besides WTK, Fima Corp and K.Fima and other stocks with oil palm plantations are not listed as plantations counters. Will they continue with the other plantation stocks uptrend from tomorrow that remains to be seen.

Posted by ImCK > 2022-04-24 12:13 | Report Abuse

UTDPLD FGV die de meh FGV have 400 k hectar

Posted by ImCK > 2022-04-24 12:14 | Report Abuse

FGV the most largest plantation giant but market cap only 7billion compare to KLK 30billion and IOI corp 30billion
Malaysia
416,697 Ha

Posted by StartOfTheBull > 2022-04-24 13:23 | Report Abuse

Will the West continue to raise the ESG and environment/global warming issue or protest is about to happen in other importing countries?

https://www.thestar.com.my/aseanplus/aseanplus-news/2022/04/23/indonesia-warned-palm-oil-export-ban-could-backfire-say-top-experts

Posted by markgold > 2022-04-24 14:57 | Report Abuse

Yes western countries still use ESG to downplay palm oil but but due to super shortage they are quietly buy a lot. Malaysia March export palm oil showed that europe increase import 48% palm oil from Malaysia. They have no choice.

Posted by Sslee > 2022-04-24 15:15 | Report Abuse

Do you know why soybean oil price still at premium to Palm oil?

The western countries are using whatever it take to make sure they can sell their soybean oil at price higher than palm oil.

Posted by StartOfTheBull > 2022-04-24 16:42 | Report Abuse

No intention to shorten the Ukraine war but the gain from their weapons sales can still be used to compensate for the purchase of soybean oil and canola oil at record price? This maybe true I guess.

Posted by Sslee > 2022-04-24 18:33 | Report Abuse

Globally, palm oil supplies 40% of the world's vegetable oil demand on just under 6% of the land used to produce all vegetable oils.

The Western World out of their self interest come out with all unfound issues: health, sustainability, deforestation, ESG and etc to suppress palm oil because they know their seasonal vegatable oil crops were and are not competative compare to palm oil.

Posted by Tobby > 2022-04-25 00:09 | Report Abuse

This ban also impact some of our palm oil producers especially those with affected farms in Indonesia!

Posted by stockraider > 2022-04-25 13:03 | Report Abuse

Go Go Go

Posted by stockraider > 2022-04-25 13:03 | Report Abuse

Correctloh.....Cpo cash mkt up more than Rm 500 to more than Rm 7400 loh!

The future july up more than Rm 380 to more than Rm 6700 mah!

Very bullish price upgrade mah!

Big profit coming loh!

Posted by stockraider > 2022-04-25 13:23 | Report Abuse

Very Hot Loh!
Average CPO prices below:

Now July22 fut 6754
Q1 2022 6,197

Q4 2021 5,194
Q3 2021 4,466
Q2 2021 4,195
Q1 2021 3,938

Q4 2020 3,401
Q3 2020 2,783
Q2 2020 2,301
Q1 2020 2,673

Q4 2019 2,522
Q3 2019 2,053
Q2 2019 2,008
Q1 2019 2,089