I have said it before... shortage of workers is the biggest enemy..
with MYR going to ATL, Indon pun tak nak kerja msia dh oi.... hahahh so harapkan the new generation kids to go farming and plant sawit? mampus la if harapkan Gen Z and the millenials to go tanam sawit and padi.. XD
Smart Farming is the way forward.. it will address labour shortage, agricultural wastage and boost efficiency
until these plantations adopt it, I won't touch them till then
KYY, lower production due to low yield season, it’s not due to low manpower! What kind of logic this this??? Suddenly a lot of workers resign n caused lower production??? Actually u can keep ur articles to urself, it’s full of bs…
The overall sentiment for plantations are badly affected by the disappointing results of the big caps.
All my small cap and mid cap plantations show excellent Q1 2022 results : SOP EPS 34.09sen (+146% yoy) Bplant EPS 19.43 sen (+353% yoy for operations) Taann EPS 23.75 sen (+155% yoy) Swkpltn EPS 15.52 sen (+82% yoy) MHC EPS 5.8sen (+67% yoy) Cepat EPS 4.93sen (+172% yoy)
They put the big boys to shame ! UP EPS 14.39sen (- 20% yoy) Simepltn EPS 10.4sen (+27% yoy) IOI EPS 6.62sen (+3% yoy)
Stay invested in small and mid cap plantation counters. The best yet to come.
KYY, what goes around comes around… hoped u enjoy ur winning and live a prosper and peaceful life… karma will balance everything in the end…those that follows his advise that trap, wished u all the best…
Now you see, confirmed this KYY when writing already had bad intention of selling to those believe in him. In 3 days the price of subur drop 20% and if you don't sell the price may drop to 50%.. he did it over and over again. Fxxxxxk hiiiimmm
in short, when u hear people over publise certain counters just make sure you DONT buy them... example, subur tiasa, jaya tiasa, tsh, hengyuen, ..... and when IBs say dont buy certain counters, actually u shd buy them.... more on long term gains
It is simple logic.. prices sky rocketing is not because the oil is more valuable consumable item, it was due to lack of produced...
Lack of workers.. now labor union and those country representative demanding more and better work environment and pay rates..
Lesser willing to come back to that volatile market and hard jobs.. During Covid pandemic they being forced not to work... No money... Or hard to go back to their home countries.. Once they went back, hard to return to Malaysia... Past workers already found better jobs.. Newer generation with lack of skills and technology are reluctant to join in..
Trees getting older and taller..
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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....