Be the first to like this.

29 comment(s). Last comment by StartOfTheBull 2022-07-26 11:03

photon

50 posts

Posted by photon > 2022-07-24 13:06 | Report Abuse

Cpo going to RM2k soon

PureBULL ...

2,369 posts

Posted by PureBULL ... > 2022-07-24 13:16 | Report Abuse

WE R IN AN ENDLESS FIN EXAM

Players capable of spotting the topic or theme.play will be the national top scorers.

There r 2 to 4 cycles p.a. of BIG money on KLSE.
In this 1st half of 2022, there were 3.
all of them, ev.metal, palm oil n oil refinery themes were GG bcos:
their weekly prices, C ;
C < ema18 = purebear
C < ema42 = big purebear = could take long long time to be played by Mr Mkt again.
at best could REBOUND.

PLAY WHAT MR MKT WANTS TO PLAY UP
Nobody knows what Mr Mkt wants to play yet in the 2nd half of 2022.
Am just too early to guess GLOVE as TG is showing high daily vol consistently.
it could not be TECH or what not!

When Mr Mkt shows the THEME, it will be outstanding n majestic,,, always,,
we will follow u, Mr Mkt,,

NB:
Each theme.play enter at right.timing has potential profit of 40 to 80%. tis the way to CAGR.
nobody losses by taking a profit, advised by sir templeton.

Posted by StartOfTheBull > 2022-07-24 13:37 | Report Abuse

On many occasions, after she opened her mouth the price drops.
https://www.freemalaysiatoday.com/category/nation/2022/07/24/zuraida-c...

calvintaneng

52,841 posts

Posted by calvintaneng > 2022-07-24 14:02 | Report Abuse

For theme play just follow where money flows.

1. During 9Mp Pm Badawi implemented huge infrar jobs

Theme play was construction material like Cement and Steel

Cements like Lafarge, Ytl-Cement, Tasek and CIMA (cement industry of Malaysia) surged 300% to 500%

Long steel like annjoo, masteel and southern steel up 200% to 300%

Then got Weak ringgit so furniture export theme like pohuat, latitude, lihen surged due to strong Us dollar

Then Gst theme Myeg up 100%

Then in year 2017 ecommerce theme : Drb highcom and pos office

2019 Petronas gave Rm30 billions for ogse
Dayang, Penergy, Carimin (currymee)

2020 Covid 19
All gloves and healthcare

Now is palm oil Superbull

photon

50 posts

Posted by photon > 2022-07-24 14:05 | Report Abuse

RM2k next month

calvintaneng

52,841 posts

Posted by calvintaneng > 2022-07-24 14:06 | Report Abuse

Where earnings are strongest the theme play goes

palm oil bull run still running after bull has rested

Cost of Cpo production was Rm1500 per ton. Rise of wages push it to Rm1,800

Current Cpo price is Rm3700

Profit is more than 100%

No other business or industry can even give 20% to 30% real profit as of now

calvintaneng

52,841 posts

Posted by calvintaneng > 2022-07-24 14:09 | Report Abuse

Why Cpo will be above Rm3000 range to Rm5000 range and very hard to fall lower?

Answer :

Brent crude was usd30 in year 2020 now at Usd103

So for Cpo to fall to Rm2000 Brent must crash to usd30

Go see Ron97

See if it will crash back to Rm2.70

If not don't ever think Cpo will go lower

photon

50 posts

Posted by photon > 2022-07-24 14:10 | Report Abuse

It is over

photon

50 posts

Posted by photon > 2022-07-24 14:10 | Report Abuse

The cycle is over

calvintaneng

52,841 posts

Posted by calvintaneng > 2022-07-24 14:12 | Report Abuse

Soyoil was below Us 30 sen a lb
Now still near Us60 sen a lb

Above it's all time high

Cpo at Rm3700 is below it's all time high of Rm4,000 past record

So if soyoil remain high Cpo will also remain high

Cpo Already selling at hugh discount to soyoil

calvintaneng

52,841 posts

Posted by calvintaneng > 2022-07-24 14:14 | Report Abuse

These people became Billionaires when Cpo only traded between Rm3000 to Rm4000

Robert Kuok
His nephew
Remisier Peter Lim of Spore

Now we see Cpo range Rm3500 to Rm5500

calvintaneng

52,841 posts

Posted by calvintaneng > 2022-07-24 14:15 | Report Abuse

Canola oil at past record was Usd 600

Now Usd800

Still up by 50% more in new record while Cpo is below past record

Can expect Cpo to rebound

calvintaneng

52,841 posts

Posted by calvintaneng > 2022-07-24 14:19 | Report Abuse

Sunflower oil also up 50% more from past record

Also in Ukraine

Sunflower oil still in storage from last year's harvest

This year crop already impacted by war even if can be harvested will have little space for storage

Impoverished farmers will stop planting next year

Sunflower oil shortfall will last for 3 years

photon

50 posts

Posted by photon > 2022-07-24 14:51 | Report Abuse

Next cycle will go up to RM10,000

photon

50 posts

Posted by photon > 2022-07-24 14:51 | Report Abuse

Next cycle will go up to RM10,000 per tonne

photon

50 posts

Posted by photon > 2022-07-24 14:52 | Report Abuse

But need to wait for 20 years

photon

50 posts

Posted by photon > 2022-07-24 14:52 | Report Abuse

wait for Russia to annex Alaska

photon

50 posts

Posted by photon > 2022-07-24 15:20 | Report Abuse

Should have sold when price is good

Now everyday write bullish articles no point already

photon

50 posts

Posted by photon > 2022-07-24 15:21 | Report Abuse

The cycle is over

calvintaneng

52,841 posts

Posted by calvintaneng > 2022-07-24 16:19 |

Post removed.Why?

Hafid

1,130 posts

Posted by Hafid > 2022-07-24 17:13 | Report Abuse

Fertilizer cost up tremendously

calvintaneng

52,841 posts

Posted by calvintaneng > 2022-07-24 19:43 | Report Abuse

Russia now exporting fertilizer again
Price coming down

calvintaneng

52,841 posts

Posted by calvintaneng > 2022-07-24 22:24 | Report Abuse

TSH RESOURCES (9059) KEEP THESE FIGURES IN MIND IF YOU OWN TSH SHARES (PRINT IT OUT PUT IT ON THE WALL TO REMIND YOURSELVES), Calvin Tan

https://sgx.i3investor.com/blogs/Jbhouseforsale/2022-07-24-story-h49564213-TSH_RESOURCES_9059_KEEP_THESE_FIGURES_IN_MIND_IF_YOU_OWN_TSH_SHARES_PRINT.jsp

photon

50 posts

Posted by photon > 2022-07-25 05:44 | Report Abuse

better sell palm oil stocks now before too late

We all know it is not bottom yet

calvintaneng

52,841 posts

Posted by calvintaneng > 2022-07-25 11:48 | Report Abuse

it is near bottom or already bottomed out

Time for rebound and Better don't miss

moneypox won't help gloves much as there are trillions and trillions gloves that China can make to last a hundred years

palm oil is not enough as it is not manmade

beinvested

2,308 posts

Posted by beinvested > 2022-07-25 18:01 | Report Abuse

The lands that belonged to the company matters. Not only investing in the fruits but the lands as well. Take longer years like one has invested in KLK more than 5 years ago.

Apart from the different type of emphasis periodically on the price of the CPO/profits, the Oil palm companies hold plenty of lands which can bring extraordinary profits. One of the examples, KLK does have lands that are nearby the urbanized area and some lands being used for housing development that gave more income to the company. Also, the lands in the Balance Sheet are more valuable when being revaluated as compared to the book value.

Posted by StartOfTheBull > 2022-07-25 21:11 | Report Abuse

Uncle, Aunty, grandma and grandpa also know lands are valuable assets and it can only appreciate over time. Even after a forest fire or even if after a bomb dropped onto the land, the land will still remain there.

Abidjan

136 posts

Posted by Abidjan > 2022-07-26 09:48 | Report Abuse

TOP REASONS WHY PALM OIL STOCKS COULD DOWNTURN AND WEAKEN FURTHER

1. High inventory of palm oil stocks. Indonesia will have 10 M tonnes of stocks by end of July. Malaysia took 2 years to reduce inventory from 2 M to 1.5 M tonnes. For a long time, Malaysia has some 10% of its annual production as stocks. Now Indonesia has some 20% as stocks while producing some 4 M tonnes of palm each month. It already happening in Indonesia, when your tanks are full at the mills, the harvesting has to stop. In Malaysia, the inventory stocks are adding some 6% each month. Knowing oil palm, the second half of the year procduces some 60% of the annual crop.
2. There is a significant increase of fertiliser costs in plantations. Plantations use lots of Potash, Nitrates and Phosphates. The costs are already eating into the profits and margins. Most Quarterly results will show increased revenues but net profits remain prosaic.
3. FFB yields per hectare and labour productivity have not increased for the past years in Malaysia. Harvesting, maintenance and transport of produce has remained the same. There is shortage of labour, increased in minimum wages and higher fuel prices. Minimum wage of RM1500 means all maintenance workers cost will rise. Higher palm prices mean harvesters are paid more because they are piece-rated based on palm oil prices.

So, lower palm prices and higher operating costs is the tide you are going to face...

Posted by StartOfTheBull > 2022-07-26 11:03 | Report Abuse

Today crude oil and other commodities green green grass of home. Yeah

Post a Comment
Market Buzz