Malaysian investors prefer tech stocks rather than plantation stocks. To them tech is the future hence it looks hot and s.e.x.y, while plantation is an old school biz and boring for old uncle aunty only.
When Cpo was Rm3500 to Rm4000 peak in years 2008, 2012 and 2014 Palm oil investing created Malaysia's Number One Richest man in Robert Kuok and also Remisier King Peter Lim of Singapore over Rm4 Billions
For Indonesia they have more than 14 Palm oil Billionaires
If Cpo can just sustain at Rm5,000 for two or three years then Malaysia should see more Palm oil Billionaires emerge
But if Cpo can reach Rm7000 to Rm8000 per ton in elevated period then Multi Billionaire with 11 digits will surface more to join the rank of Robert Kuok at near Rm40 Billions
If Cpo goes crazy above Rm10,000 per Ton then the Great Shock and surprise of Some Palm oil Bosses overtaking Robert Kuok's wealth also possible
By then many of our dear i3 forumers invested in Palm oil will also turn into Millionaires and Multi Millionaires as well
Investing in Palm oil has now entered a new dimension of wealth for many
For recent this 2 years, I focus research in palm oil stocks, I discover all palm oil stocks are severe undervalue. As value investor, ones must think reverse investing strategy to buy maximum in prefer palm oil stocks because we're never see CPO rise to 6,000-7,000-8,000 & could be higher in our life-time and CPO 6,000-7,000 tone 2022-2023 ; CPO 5,000-6,000 tone 2024-2028 can become reality to shock most of us, refer by what bro calvin tan mentioned the above important factors. I've all-in my capital investing in portfolio of combination of palm oil stocks. I believe investing in palm oil stocks are the best investment strategy during global severe food inflation & food crisis period. Retail investors can consider invest & hold palm oil stocks such as TSH / Bplant / Jtiasa / Hseng plant / IOI and many others. We're so blessing can choose a variety of palm oil stocks.
The FCPO remaining high into 2023 is not impossible as we can see from all the circumstances and situations leading to the planting of all other grain-plants, weather, political, growing demand, protection of own needs, etc.
Some of my friends dedicate more than 50% of their funds to plantations, they told me right now only palmoil plantations sector can show consistent strength agst the world mkt economic turmoil that lead to inflation, currency collapse and business disruption mah!
Thus they are very comfortable allocating more than 50% of their assets to this sector mah!
Posted by soon2795 > 1 hour ago | Report Abuse
Hi, Calvin. I am a newbie investor here. How much do you think an investor should allocate their funds in palm oil sector? Is 30% enough? I don’t dare to go all out.
Calvin, I too thought of going almost 100% in CPO. However, thinking of all the losses in Steel and Tech shares, and wondering if can cover the losses from the 2 sectors and whether putting all the eggs in 1 basket is risky. !!Anyway , Calvin you have helped many times by your accurate diagnosis and gained a little, but did not heed your warning on Gloves, so suffer great losses as a result !!
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