Posted by calvintaneng > 2 months ago | Report Abuse

Blog: Reposted Article: OIL PALM STOCKS IN Bull Run Time: Those Prepared with Biggest Capacity Will Always Excel More Than Others, Calvin Tan

https://klse.i3investor.com/web/forum/forum-thread/600622097#google_vignette

Posted by calvintaneng > 2 months ago | Report Abuse

One more thing

Cost of Cpo production jumped from Rm1600 to Rm2200 all due to 2 main factors

1. High cost of fertilizer 30% to 35% of production cost

Now Nitrogen fertilizer ( natural gas down by 80%) plus automation will also save on labour cost the cost of cpo production can then come down below Rm2000 and will translate into higher profits

Posted by calvintaneng > 2 months ago | Report Abuse

And additional highlight

We are talking about Gross Profit 80% more or less if Cpo is Rm3800 but if Cpo goes up to Rm4000 to Rm4200 then gross profit can rise to 100%

and from gross profit we have to deduct other expense like tax, Impairment and other cost and final cost which then give a final net net profit of 30% to 50% or more depending on more or less inefficient ones

Overall with new high level of Cpo price range of Rm3500 to Rm4200:upstream palm oil companies are doing very well

Posted by EngineeringProfit > 2 months ago | Report Abuse

No matter what I say....Still tak laku in Europe

Posted by calvintaneng > 2 months ago | Report Abuse

Palm oil main Buyers are from India (1.35 Billion people) China (1.4 Billion people)
Others are Bangladesh, Pakistan, Middle East

Posted by calvintaneng > 2 months ago | Report Abuse

https://www.reuters.com/markets/commodities/top-buyer-indias-nov-palm-oil-imports-jump-3-month-high-2023-12-15/

Posted by calvintaneng > 2 months ago | Report Abuse

https://www.malaymail.com/news/money/2023/11/19/dpm-fadillahchina-to-increase-palm-oil-imports-in-2024/102844

Posted by calvintaneng > 2 months ago | Report Abuse

More results out show we are CORRECT

Both Simeplant & IOI Corp reported less profits due to high Cpo prices because they have to purchase Feedstock at higher cost

So downstream not doing well

AND INNOPRISE PLANT REPORTED GOOD RESULTS PLUS A GENEROUS 4TH INTERIM DIVIDEND!
https://www.bursamalaysia.com/bm/market_information/announcements/company_announcement/announcement_details?ann_id=3423807

ALSO FAST EAST ALSO REPORTED GOOD RESULTS!

https://www.bursamalaysia.com/bm/market_information/announcements/company_announcement/announcement_details?ann_id=3423886

THAT IS WHY GO FOR UPSTREAM PALM OIL LIKE JTIASA, THPLANT, HS PLANT & OTHERS

Posted by calvintaneng > 2 months ago | Report Abuse

Plus our Singapore Palm oil Bumitama is up today

Unaffected by the sell down in Malaysia

https://sgx.i3investor.com/servlets/stk/p8z.jsp

So next week just collect while cheap

Posted by calvintaneng > 2 months ago | Report Abuse

Another good proof

Singapore Palm Oil Goldenagri also up

https://sgx.i3investor.com/servlets/stk/e5h.jsp

Posted by calvintaneng > 1 month ago | Report Abuse

RIMBUNAN SAWIT (5113) THE FOCUS IS ON: ITS DEEPLY UNDERVALUE PALM OIL ASSETS NOW IN HOT DEMAND, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-03-14-story-h-186428885-RIMBUNAN_SAWIT_5113_THE_FOCUS_IS_ON_ITS_DEEPLY_UNDERVALUE_PALM_OIL_ASSE

Posted by muzammil80 > 1 week ago | Report Abuse

nice lesson ..thanks😉

Posted by calvintaneng > 1 week ago | Report Abuse

welcome

now see this

IF MKHOP IPO IS WORTH 62 SEN WITH P/E 20.3: THEN TSH RESOURCES WITH P/E 16.56 SHOULD BE RERATED FROM RM1.14 TO FAIR PRICE OF RM1.40, Calvin Tan


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-04-24-story-h-182879779-IF_MKHOP_IPO_IS_WORTH_62_SEN_WITH_P_E_20_3_THEN_TSH_RESOURCES_WITH_P_E_

Posted by calvintaneng > 5 days ago | Report Abuse

Just noticed in TSH ANNUAL REPORT

The Group is predominantly an upstream player in the oil
palm industry

TSH IS PURE UPSTREAM
BEST TO BENEFIT FROM HIGH CPO PRICES