Posted by supersinginvestor > 2022-02-15 15:07 | Report Abuse

Yes true agree

Posted by supersinginvestor > 2022-02-15 15:08 | Report Abuse

Rm26 mari mari lai lai

Posted by wallstreetrookie > 2022-02-15 16:11 | Report Abuse

Kuala Lumpur Kepong will seriously become the next Top Glove

Posted by ahbah > 2022-02-15 16:13 | Report Abuse

Topglove ... an AGED bull

KLK ... a young n growing big bull

Posted by wallstreetrookie > 2022-02-15 16:23 | Report Abuse

Buy large caps and all the call warrants

Posted by wallstreetrookie > 2022-02-15 16:25 | Report Abuse

KLK-C11 is the best

Posted by wallstreetrookie > 2022-02-15 16:59 | Report Abuse

Small cap plantation recommended by Calvin all exploded. Good call good call. And now it is large cap's turn. My biggest position in KLK due to a balance in ESG and earnings prospect.

KLK > Sime Darby Plantation.

Posted by supersinginvestor > 2022-02-15 17:49 | Report Abuse

@johnzhang
Yes you are right.spot on..

Posted by supersinginvestor > 2022-02-15 19:05 | Report Abuse

Aik did klk close all time high@john
Or is all time high rm25.54

Posted by wallstreetrookie > 2022-02-16 06:22 | Report Abuse

Small cap plantation done. Bull cycle always ends with the large caps. Same with tech stocks, small cap tech stocks such as D&O and Frontkn followed by MPI and Greatech.

Now we move from Ta-ann and Boustead to the big boys KLK Simeplt and Genting

Posted by wallstreetrookie > 2022-02-16 06:36 | Report Abuse

Most foreign clients look at KLK and Sime Darby. Weird

Posted by wallstreetrookie > 2022-02-16 06:37 | Report Abuse

@pang72

Not too sure about Genting Plantation.

Posted by supersinginvestor > 2022-02-16 08:58 | Report Abuse

Lai lai RM26

Posted by supersinginvestor > 2022-02-16 09:02 | Report Abuse

Lai lai $$%
King of plantations

Posted by supersinginvestor > 2022-02-16 09:28 | Report Abuse

Come klk show us your power..
The king of plantations..
Huat ah

Posted by supersinginvestor > 2022-02-16 10:13 | Report Abuse

Lai lai $$ RM26

Posted by supersinginvestor > 2022-02-16 11:54 | Report Abuse

Huat ah KLK

Posted by supersinginvestor > 2022-02-16 14:13 | Report Abuse

Target prices coming in for Klk king of plantations at RM30...

Posted by supersinginvestor > 2022-02-16 14:13 | Report Abuse

Ex date for 80sen divi is friday
Then good qr coming out..
Lots of good news here

Posted by supersinginvestor > 2022-02-16 14:14 | Report Abuse

KLK IS KING OF PLANTATIONS
UTDPLNT IS QUEEN OF PLANTATIONS

others r .....pawns in a bigger game..

Posted by supersinginvestor > 2022-02-16 15:43 | Report Abuse

JP Morgan 'overweight' on plantations, sees 2-year upcycle
TheEdge Tue, Feb 15, 2022
KUALA LUMPUR (Feb 15): ASEAN plantation stocks may be back in vogue, says JP Morgan, noting that foreign investors who are less tied up with sustainability metrics are unable to ignore the strong crude palm oil (CPO) price rally.

The bank upgraded its call on the ASEAN plantation sector to “overweight” and also upgraded its CPO price assumption on Tuesday (Feb 15), citing supply concerns amid years of reduction in new planting.

In a note, JP Morgan Malaysia equities research head Jeffrey Ng said rotation into inflation proxies (commodities) might persist amid “rising interest from non-ESG-bound foreign funds” and low domestic institutional holdings, coupled by prospects of US rate hikes.

This is on the back of consistent cuts in Indonesia’s new planting since 2012, as well as Malaysia’s replanting efforts, which could mean that near-term supply growth will decelerate.

“As we think the CPO upcycle might last over two years due to the reasons mentioned above, we think planters’ valuations have hit an inflection point,” Ng said.

“The sustainability of this rotation hinges on market perception of the CPO price outlook,” he added.

CPO prices settled at a fresh record of RM5,657 per tonne on Tuesday, having scaled new highs this week on expectations of improved demand following India’s import tax cut. The commodity has risen by over 20% this year.

Ng forecasts CPO price to be at around RM5,000 in 2022 and 2023. The assumption is below spot, taking into consideration revenue taxes.

Ng upgraded to “overweight” calls for Sime Darby Plantation Bhd (target price: RM6.80), Kuala Lumpur Kepong Bhd (TP: RM30), and Genting Plantations Bhd (TP: RM12). He also raised IOI Corp Bhd to “neutral” (TP: RM4).

For valuation, the analyst switched to sum-of-parts of lands and downstream assets, from price-to-earnings ratio (PER), citing “the disconnect between share prices and the CPO price”.

“Planters are trading at single-digit PER, free cash flow yields are rising, the average dividend yield is circa 4%, and 2022 might see circa 35% profit growth,” said Ng.

“A rising tide may lift all boats, but we advise investors to pick planters that have well-defined ESG frameworks to avoid negative publicity risk,” he added.

Posted by Abba84 > 2022-02-16 17:15 | Report Abuse

Klk tday is,1/4 king !Gave up 31 cts. gains.! Haa..haa!

Posted by Chua Zhi En > 2022-02-16 18:09 | Report Abuse

KLK just back to 2018 high only, there isn't a dream yet in plantation now, no expectation from the market, then where is the disappointment? haha. cant compared to glove companies.

Posted by supersinginvestor > 2022-02-16 18:17 | Report Abuse

Wow
Super qr results..
Almost double.
Sure upgrades coming..
Huat ah..
KING OF PLANTATIONS HUAT AH

Posted by Johnzhang > 2022-02-16 18:25 | Report Abuse

Pang, Pls study the financial report in details lah…Don’t tembak saja.
Q-on-Q PBT from plantation segment is up 34%. That’s very impressive.
Group PBT q-o-q is almost the same is because there was $242 mil exceptional equity profit from oversea associate.
Of Course ,y-o-y comparison is even more fantastic.

Posted by supersinginvestor > 2022-02-16 18:26 | Report Abuse

Road to RM30 and beyond...

Posted by supersinginvestor > 2022-02-16 18:35 | Report Abuse

@mr.john
Thank you for the input.
You are indeed my hero.

Posted by Abba84 > 2022-02-16 18:36 | Report Abuse

Was it sell on news tday..ahead of 80cts exfate.friday

Posted by Abba84 > 2022-02-16 19:15 | Report Abuse

My remisie r says, results .excellent

Posted by Johnzhang > 2022-02-16 20:35 | Report Abuse

Pang, Apa saya cakap tidak penting. More importantly how the analysts and the financial people read it .

Below report in the news .


KUALA LUMPUR, Feb 16 -- Kuala Lumpur Kepong Bhd’s (KLK) net profit surged to RM599.3 million in the first quarter ended Dec 31, 2021 (Q1 FY2022) from RM357.4 million in the same period a year earlier.

Revenue jumped to RM6.83 billion from RM4.3 billion previously.

The company told the stock exchange its plantation division profit more than doubled to RM607.9 million, boosted by significantly higher crude palm oil (CPO) and palm kernel (PK) prices.

Posted by supersinginvestor > 2022-02-16 20:48 | Report Abuse

@mr.john.
Spot on.
Thanks for sharing.

Posted by joerakmo > 2022-02-16 21:12 | Report Abuse

As long as CPO price remains firm the next 2 quarters Jan-Mar22 and Apr-Jun22 results should be progressively better.Rehabilitation or remedial work(eg fertiliser) on IJMP should filter in since KLK only acquired IJMP in sep2021.
KLK CPO ASP 1QFY22 4063 v 4QFY21 3631 increase 11.9% (fair)
Msia CPO Dec21 v Sep21 up 17%
Indon CPO Dec21 v Sep21 up 15%
not stated anywhere but my guess could be unwinding some contracts of IJMP

Posted by James Ng > 2022-02-16 22:06 | Report Abuse

https://klse.i3investor.com/blogs/general/2022-02-16-story-h1598515675.jsp
[转贴] [Video:浅谈KUALA LUMPUR KEPONG BHD, KLK, 2445] - James的股票投资James Share Investing

Posted by wallstreetrookie > 2022-02-16 22:12 | Report Abuse

Calvin haven't commented yet. Probably didn't beat Calvin's earnings recommendation. I am no plantation expert, I read his analysis and plan my investment around it. He is my i3 sell-side analyst

Posted by wallstreetrookie > 2022-02-16 22:13 | Report Abuse

Not to mention someone dumped 20 millions RM of KLK this morning.

Posted by ahbah > 2022-02-16 22:16 | Report Abuse

“A rising tide may lift all boats, but we advise investors to pick planters that have well-defined ESG frameworks to avoid negative publicity risk,” he added.


“ A rising tide may lift all boats "

Just jump onto any boat$$$ during a rising tide as all boats shall be lifted by the rising tide !

Posted by supersinginvestor > 2022-02-16 22:22 | Report Abuse

Unker sifu advise my friends.
Only buy KLK and utdplnt for exposure to plantations.
As i do.
KLK=KING OF PLANTATIONS
UTDPLNT=QUEEN OF PLANTATIONS.

others are all just pawns...

Posted by supersinginvestor > 2022-02-16 22:23 | Report Abuse

Ofcourse not many can afford it so best to buy wat u can afford and so u get the risk too..

Posted by supersinginvestor > 2022-02-16 22:23 | Report Abuse

Good luck all...
Huat ah KLK

Posted by ahbah > 2022-02-16 23:10 | Report Abuse

All pawns also can be lifted UP by the rising tide !!!

Posted by supersinginvestor > 2022-02-16 23:18 | Report Abuse

Buy the pawns then@ahbah...wat u doing in klk..rm25+ share?

Posted by Johnzhang > 2022-02-17 05:29 | Report Abuse

Feb 16): A supply crunch is threatening to cause a spike in prices for the world’s No 1 weedkiller, making it even more expensive for farmers to grow food.

A major supplier of an ingredient in glyphosate — an herbicide that’s widely used by corn, soy, cotton and other farmers around the world — shut down production due to mechanical failures, and repairs could take three months. Bayer AG, the maker of Roundup, whose active ingredient is glyphosate, declared a force majeure on Feb 11, meaning it may not be able to meet its sales agreements.

Farmers are anxious.

Aprosoja, an association of soybean producers in Brazil’s top-producing state Mato Grosso, sent a letter to Bayer’s chief executive officer in Brazil asking for assurances that there will be no shortages of glyphosate. Over 90% of soybeans grown in Brazil are genetically modified to resist glyphosate.

Posted by Johnzhang > 2022-02-17 06:25 | Report Abuse

PBT for plantation segment Q1 2022 Vs Q1 2021 up 154.3%!
KLK's share price Feb 2021 was about $23.
With latest 154.3% increase in PBT for plantation segment, I think it worth much more than yesterday closing price of $25.60!

Posted by supersinginvestor > 2022-02-17 07:00 | Report Abuse

Yes agree@mr.john

Posted by troy88 > 2022-02-17 09:04 | Report Abuse

Well done King!

Posted by supersinginvestor > 2022-02-17 09:06 | Report Abuse

Good King of plantations..
Huat ah...
Now lai lai upgrades...

Posted by supersinginvestor > 2022-02-17 11:03 | Report Abuse

Upgrades are in...new higher target prices...
Good job KLK.
you make your investors proud...

Posted by troy88 > 2022-02-17 11:04 | Report Abuse

The plantation king deserves RM30 at least no doubt

Posted by troy88 > 2022-02-17 11:56 | Report Abuse

Foreign funds happily gobbling up KLK shares. EPF look like fools for disposing cheap since last year

Posted by supersinginvestor > 2022-02-17 12:34 | Report Abuse

Yes u r right.
Foreign funds eat palm oil now...
The best dish is Klk