Posted by troy88 > 2022-03-02 15:16 | Report Abuse

Indonesia also has to reserve some palm oil for local requirements so Malaysian palm oil companies benefit more

Posted by troy88 > 2022-03-02 15:46 | Report Abuse

Touched 28. Another milestone for the plantation King!

Posted by supersinginvestor > 2022-03-02 15:56 | Report Abuse

Welcome 27
Welcome 28

Posted by supersinginvestor > 2022-03-02 15:57 | Report Abuse

Lai lai limit up

Posted by Cockroach Paul Lee > 2022-03-02 16:08 | Report Abuse

Kasi IDSS mati, buy more gogogo hahahahaha

Posted by supersinginvestor > 2022-03-02 16:08 | Report Abuse

Slanderers repent!!!!
ALL HAIL KLK
KING OF PLANTATIONS

Posted by Cockroach Paul Lee > 2022-03-02 16:10 | Report Abuse

Hoot sampai 29.00 hahahaha gogogo IDSS DIE

Posted by supersinginvestor > 2022-03-02 16:11 | Report Abuse

ALL HAIL KLK
KING OF PLANTATIONS..
LIMIT UP
LAI LAI $$$

Posted by Mark Goh > 2022-03-02 16:27 | Report Abuse

LVI: Plantation Sector Price to EPS Peer Comparison
https://klse.i3investor.com/web/blog/detail/VIE/2022-03-02-story-h1599385411-LVI_Plantation_Sector_Price_to_EPS_Peer_Comparison

Posted by zillionkoh > 2022-03-02 16:59 | Report Abuse

dont get your hands burned.

Posted by apple168 > 2022-03-02 19:06 | Report Abuse

Such high price of palm oil price is not sustainable! Soon will go into long hibernating cycle again.

Posted by wallstreetrookie > 2022-03-02 19:46 | Report Abuse

@pang72 deleted my comment. Apologies

Posted by wallstreetrookie > 2022-03-02 19:46 | Report Abuse

@pang72
I have deleted my comment. Apologies

Posted by OTB > 2022-03-02 19:57 |

Post removed.Why?

Posted by supersinginvestor > 2022-03-02 20:01 | Report Abuse

@apple168
Pity you. Bought supermx at rm24 and until now never sell..
Aldy gila.
Poor lady..
Its ok we forgive your analysis.

Posted by Johnzhang > 2022-03-02 20:53 | Report Abuse

Bursa may see good time again if EPF channeling billions into market.
KUALA LUMPUR, March 2 ? The Employees Provident Fund (EPF) intends to increase investment in various domestic asset classes in 2022 in line with the reopening of economies and businesses in the country.

Chief executive officer Datuk Seri Amir Hamzah Azizan said as a major investor in Malaysia?s financial markets, this would help catalyse economic activity and assist in the recovery of the economy.

Posted by supersinginvestor > 2022-03-03 10:30 | Report Abuse

Lai lai level 29
Huat ah

Posted by keuin > 2022-03-03 15:27 | Report Abuse

sleeping 12 year awakening now...

Posted by keuin > 2022-03-03 15:28 | Report Abuse

bull for oil palm

Posted by supersinginvestor > 2022-03-03 16:52 | Report Abuse

Welcome 29

Posted by Johnzhang > 2022-03-03 19:13 | Report Abuse

There you go! Will cross $30 easily.
Congratulations to those who have conviction in KLK and palm oil counters.

Posted by Johnzhang > 3 weeks ago | Report Abuse

$30 price. No doubt about it!

Posted by Cockroach Paul Lee > 2022-03-03 22:04 | Report Abuse

From 20.00 to 100.00 , 5 years . Hahaha
King of consumer Nestle?
King of plantation KLK

Posted by supersinginvestor > 2022-03-04 09:02 | Report Abuse

Yes cockroach @ agree

Posted by supersinginvestor > 2022-03-04 09:03 | Report Abuse

Before war target 30 to 32. Now war premium must be added which is 30%
Price 40 to 42.

Posted by supersinginvestor > 2022-03-04 09:05 | Report Abuse

Lai lai level 30

Posted by supersinginvestor > 2022-03-04 11:00 | Report Abuse

Only a panicky fool will sell klk ..
Its called the king of plantations for a reason..
The new gold..green gold=palm oil.
Soon we will be wearing palm oil kernel necklaces and rings. No more pearls or diamonds..

Posted by wallstreetrookie > 2022-03-04 18:18 | Report Abuse

We are not selling

Posted by wallstreetrookie > 2022-03-04 18:19 | Report Abuse

KLK has the best ESG scores out of the biggest plantation companies

Posted by wallstreetrookie > 2022-03-04 19:04 | Report Abuse

A lot of people claim that investors do not care about ESG scores. Trust me, they do especially foreign mutual fund advisors. They need to sell ESG funds to their clients

Posted by supersinginvestor > 2022-03-04 19:37 | Report Abuse

Now wallstrookie n i are on the same page.
Good on u mate!!

Posted by darren2021 > 2022-03-05 15:43 | Report Abuse

a lot of ppl already talking on taking profit and shift to another sector.....how do u all think?

Posted by darren2021 > 2022-03-05 16:37 | Report Abuse

base on the recent quarter report, average cpo selling price is around rm4000. however since then the cpo price been increasing and worst case scenario averaging at rm6000/tonne. this profit is good enough to push the price another 50% from current level....

Posted by Jokers2020 > 2022-03-05 17:40 | Report Abuse

cpo price is on the downtrend..get ready for plantation stock retracement

Posted by joerakmo > 2022-03-06 11:22 | Report Abuse

@ joker go short cpo futures ....faster lah

Posted by supersinginvestor > 2022-03-06 18:31 | Report Abuse

Agree@darren
I would not bet against comodities (palm oil. Metals. Oil . Chemicas)

Posted by supersinginvestor > 2022-03-07 08:15 | Report Abuse

Lai lai $$$
Huat ah

Posted by LouiseS > 2022-03-07 13:26 | Report Abuse

As reported in 2021 annual report, KLK has been expanding the scale of its operations on all fronts. Acquisitions of new plantations have been raising its planting area significantly, while its new manufacturing plant is ready for production, these developments are likely to ramp up earnings in the next few years.

KLK is one of Malaysia?s largest plantation operator. While boasting one of the largest plantation areas, it is also well equipped with a large number of palm oil mills as well as refineries, which enables it to produce more value-added products. Hence, its profitability is less dependent on the CPO prices

Overall, KLK has a good performance in terms of earnings, financial stability as well as management of its many resources. Currently, its P/E ratio is around 12, do you think it is still worthy to invest in?

https://youtu.be/vjlEHrytmEs

Posted by supersinginvestor > 2022-03-07 13:53 | Report Abuse

I think PE resonable is PE 15 to 18 for this..
But up to PE 22 possible in rally.

Posted by wallstreetrookie > 2022-03-07 16:40 | Report Abuse

The only safe plantation stocks are KLK, Sime Plantation, United Plantation

The rest are not suitable for the average investors. Unless you want to sit in front of your laptop monitoring prices. You will go crazy fast

Posted by wallstreetrookie > 2022-03-07 16:41 | Report Abuse

This Calvin never recommends large cap plantation. Everyone knows his intention. He wants to pump small cap plantation stocks.

Posted by Johnzhang > 2022-03-07 19:15 | Report Abuse

There is great value in some of the small and midcap plantations like SOP, Taann, Bplant, HSplant, MHc etc ?

Posted by wallstreetrookie > 2022-03-07 23:22 | Report Abuse

@Johnzhang stop chasing value stocks, you?ll just gambling.

Posted by wallstreetrookie > 2022-03-07 23:23 | Report Abuse

BPlant, Ta-an, HSPlant the rest no

Posted by wallstreetrookie > 2022-03-07 23:23 | Report Abuse

Value stocks are gonna underperform growth soon.

Posted by Johnzhang > 2022-03-08 06:26 | Report Abuse

Shoppers scramble for staples as food fallout from war spread

March 07, 2022 22:40 pm +08

ISTANBUL/LONDON/CAIRO (March 7): The shockwaves in global crop markets from Russia's invasion of Ukraine are now spreading to store shelves.

Worries about surging sunflower oil prices triggered heavy buying over the weekend in Turkey, as footage of citizens trying to grab tins of cheaper oil at one store went viral. In Egypt, the world's biggest wheat importer, prices for some unsubsidised bread have jumped in the past week.

The war has already driven wheat prices nearly 70% higher in Chicago this year and is threatening to upend global food trade ? Russia and Ukraine are vital suppliers of grains, vegetable oil, and fertilisers, which means that supply disruptions will be felt all over the world. Wheat prices have reached levels last seen during the 2008 global food-price crisis ? which helped spark widespread protests ? and a United Nations index of food prices hit a record in February.
In Turkey, sunflower oil is the main cooking oil and a key component of food spending. Images of a 18-litre tin being sold for 989 liras (US$69) spurred debates on the cost of living, while the item was not available at all on the websites of some grocery chains.

The concern over sunflower oil prices is related to imports stuck at ships at the Sea of Azov, the north-eastern tip of the Black Sea, according to Ahmet Atici, secretary-general of the Vegetable Oil Industry. The group sent a letter to the Trade Ministry earlier this month, warning that current supplies might last only to mid-April.

A trade group in the European Union has warned it could run dry of sunflower oil by a similar time, with the lost volumes from Ukraine impossible to offset .

Ukraine and Russia together account for about three quarters of global exports of sunflower oil.

Posted by calvintaneng > 2022-03-08 06:40 | Report Abuse

Klk by virtue of it being a Big Cap palm oil stock with High Liquidity will be in the radar of Big Foreign Funds

And Big Funds with Huge capital can only buy Big Cap. Just like whale cannot swim in small stream but only in the Ocean

So only Big Funds can move up a stock like Klk

Since Klk has moved up it goes to show that Big Foreign Funds have arrived in Malaysia

Posted by wallstreetrookie > 2022-03-08 08:30 | Report Abuse

Thank you Calvin for finally promoting KLK

Posted by wallstreetrookie > 2022-03-08 08:30 | Report Abuse

Need some boost and blessing from Calvin. Alright I am buying more today

Posted by supersinginvestor > 2022-03-08 13:49 | Report Abuse

Aiyo that calvin the simpleton is here ah. I m out of here...

Posted by wallstreetrookie > 2022-03-09 15:01 | Report Abuse

Stocks and export supplies of oils are down, said Fry. The cupboard is bare. There is no alternative to letting high prices do the job of rationing demand to balance the market. Crude palm oil for local delivery in Malaysia will likely trade from 6,600 ringgit ($1,578) to 8,100 ringgit a ton until July, he said. Most active futures in Kuala Lumpur were at about 6,823 ringgit on Wednesday

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