Posted by speakup > 2022-07-02 10:14 | Report Abuse

gloves theme over
steel theme over
tech theme over
plantation theme over
now o&g theme
next theme......... CASH IS KING theme!

Posted by calvintaneng > 2022-07-02 12:00 | Report Abuse

speak up

palm oil theme not yet over
only a temporary pullback due to sudden dumping of 1.7 million surplus Cpo on the market

this small 1.7 million extra tonnes of palm oil will be quickly absorbed by the combine populations of India (1.35 billion consumers) and China (1.4 billions) plus middle east, Pakistan , Bangladesh and EU

so after this surplus stock melts away palm oil will find it's level

War in Ukraine hampered sunflower export, storage and further planting. Drought in Canada impacted canola planting less by 7%.
high Oil price turning soybean into biofuel in USA

so palm oil will rebound and palm oil bull run will resume

you better don't forget bplant (bank plant) which just gave a nice 7.3 sen dividend and more coming

Posted by calvintaneng > 2022-07-02 12:05 | Report Abuse

Yes gloves definitely game over because China has set up countless new gloves factories churning out gloves by the billions and Trilions non stop 24 hrs by robots day and night

causing glut and fierce price war

as for palm oil there is huge barrier to entry

China has come to Sabah asking for investment in palm oil

and it will take at least 5 long years from planting to 1st drop of cooking oil

so palm oil bull run will resume and you better not miss