Posted by Mabel > 2020-05-06 16:43 | Report Abuse

KUALA LUMPUR (May 5): India is seen as having very little choice and could soon turn to Malaysia and start importing back, especially if the COVID-19 pandemic situation in Indonesia gets worse and the country goes into full lockdown as most of the countries are doing at the very moment. All Mabel 10 Plantations exploded. FGV as an example surged by 14% today

With the latest development, Miss Mabel has instructed Miss Asyura to recommend the latest Plantation to strengthen Mabel Plantation's coverage and acreage.

Mabel Research House Analyst Miss Asyura has made a comparison of all 44 oil palm major players listed in Bursa Malaysia, in terms of earnings, dividend return and efficiency of the management. Based on her research, she recommends to go for Kuala Lumpur Kepong Bhd as this company has the best scores in all financial ratios beating all the 10 existing Mabel Plantation.

Based on this analysis, Miss Mabel bought 3 batches of KL Kepong shares.

Thanks for selling!

Meow Meow Meow

Posted by mf > 2020-05-14 13:34 | Report Abuse

RHB Research raises target price for Top Glove to RM13.30 on surge in demand due to Covid-19

http://www.theedgemarkets.com/article/rhb-research-raises-target-price-top-glove-rm1330-surge-demand-due-covid19

Posted by mf > 2020-05-17 18:47 | Report Abuse

Rig Count Drops To New Low As Oil Prices Soar

Posted by Mabel > 2020-05-20 11:40 | Report Abuse

Wah so nice, so green, so beautiful....

Hmmmm the weather smell FRESH and LOVELY Today....

Shah Rukh Khan, Salman Khan, Ameer Khan sent their regards to all of you here...

Chappati, Tosei, Briyani does not taste the same without our Palm Oil...

Meow Meow Meow

Posted by Fabien "The Efficient Capital Allocater" > 2020-05-20 12:24 | Report Abuse

time to look at laggards like cash rich Kumpulan Fima

Posted by EngineeringProfit > 2020-05-21 12:15 | Report Abuse

HUUUUUUUUUUUUUUUUUUUUUUUUAAAAAAAAAAAAAAAAT














AAAAAAAAAAAAARRRRRRRRRRRRRRRRRRRRRR

Posted by azee > 2020-07-07 07:56 | Report Abuse

As of June 30, some 3,040 oil palm estates or 96.04% of the total, comprising 4.06 million hectares, have obtained the Malaysian Sustainable Palm Oil (MSPO) certification, up from the 1,753 estates (71.1%) comprising 2.97 million hectares on Dec 31, 2019

Posted by azee > 2020-07-07 07:56 | Report Abuse

Malaysian Palm Oil Board (MPOB) director-general Dr Ahmad Parveez Ghulam Kadir said in addition to this, 400 palm oil mills or 88.50% had obtained the MSPO certification on June 30, 2020, compared with 340 palm oil mills or 75.2% on Dec 31, 2019

Posted by azee > 2020-07-07 07:57 | Report Abuse

The increase follows warning letters issued to 100 palm oil mills on Jan 28, 2020. Warning letters were also issued to estate owners who had yet to begin the process of MSPO certification on Feb 12, 2020

Posted by azee > 2020-07-07 07:57 | Report Abuse

May 31, 2020, the percentage of smallholders with MSPO certification was 24.82% for independent smallholders with an area of 243,666 hectares, and 99.07% for 231,576 organised smallholders with 670,010 hectares

Posted by azee > 2020-07-07 07:57 | Report Abuse

Due to the low rate of implementation of MSPO certification among smallholders especially independent smallholders, MPOB extended the MSPO mandatory enforcement period for smallholders by six months until June 30, 2020

Posted by azee > 2020-07-07 07:57 | Report Abuse

MSPO certification enforcement for smallholders would begin on July 1, 2020, based on several considerations including the commitment of private smallholders to MSPO certification implementation, with the number registered for MSPO certification in the sustainable palm oil clusters (SPOCs) still low

Posted by James Ng > 2020-07-19 20:46 | Report Abuse

https://klse.i3investor.com/blogs/general/2020-07-19-story-h1510631110.jsp
[转贴] [Facebook live video:浅浅Kuala Lumpur Kepong bhd (KLK)] - James的股票投资James Share Investing

Posted by Mabel > 2020-07-27 17:55 | Report Abuse

Meow Meow Meow..

Posted by Mikecyc > 2020-07-29 05:53 | Report Abuse

Referred to FY20 (Q2 ended march ) :

a) Financial assets

Trade n other receivables 1,995,525,000

Cash and bank balances 4,011,805,000

total = 6,007,330,000

b) Financial liabilities

Loans n borrowings 6,632,909,000

Trade n other payables 1,166,596,000

Lease liabilities 1,46,248,000

total = 7,945,753,000


a) - b ) = ( 1,938,423,000 )


FY20 Q2 Profit is greatly reduced to 0.7 % . Q3 ended June will be ???

Plantations will be facing shortages of foreign labour as intake is banned until December 2020 .

The bigger the plantations the more impact ...

Posted by Mikecyc > 2020-07-29 05:54 | Report Abuse

KLK EPS ( sen ) :

FY16 : 149.5

FY17 : 94.4

FY18 : 70.7

FY19: 58.0

FY20 (2Q) ended March : 18.3

Q3 ended June will be ???




Indonesia minimum wages per month is 4.28 million IDR = RM 1250

Malaysia minimum wages per month is RM 1100

Posted by Mikecyc > 2020-07-29 05:55 | Report Abuse

# KLK

Oil Palm Plantations = 285, 000 hectare x 0.95 = 270,750 hectare

x 2.471 = 669,023 acres

51 % in Indonesia, 41 % in Malaysia, Liberia 8 %


CPO Monthly Production ( tons) :

Dec2018 = 78,551
Nov2019 = 71,531
Dec2019 = 67,304
Jan2020 = 66,633
Feb2020 = 64,919
Mar2020 = 67,864
April2020 = 73,663
May2020 = 68,613
June2020 = 78,452

Let's take Jan to May CPO output = 341,692 / 5 = average 68,339

1 acre output = 0.1021 ton

Posted by Mikecyc > 2020-07-29 06:00 | Report Abuse

### 2020 monthly average CPO output per acre :

WTK : 1 acre output = 0.0684 ton

MHC : 1 acre output = 0.209 ton

TDM : 1 acre output = 0.0581 ton
( if add Indonesia 26,506 acres )

become 1 acre output = 0.0433 ton



Jtiasa :

CPO output: May 2020 = 12,225 ton

oil palm plantations = 69,030 hectare
= 170,573 acre

1 acre output = 0.0717 ton

Posted by Mikecyc > 2020-07-29 06:02 | Report Abuse

MHC monthly CPO production output is the most efficiency..

Posted by Mikecyc > 2020-07-29 06:05 | Report Abuse

Stock: [TDM]: TDM BHD
Jul 28, 2020 10:33 PM | Report Abuse

Jan 2018 2,784.12 0.52 %
Feb 2018 2,776.56 -0.27 %
Mar 2018 2,755.60 -0.75 %
Apr 2018 2,724.94 -1.11 %
May 2018 2,723.45 -0.05 %
Jun 2018 2,625.90 -3.58 %
Jul 2018 2,495.02 -4.98 %
Aug 2018 2,515.35 0.82 %
Sep 2018 2,505.68 -0.38 %
Oct 2018 2,454.97 -2.02 %
Nov 2018 2,256.61 -8.08 %
Dec 2018 2,233.88 -1.01 %
Jan 2019 2,406.17 7.71 %
Feb 2019 2,456.71 2.10 %
Mar 2019 2,337.38 -4.86 %
Apr 2019 2,420.91 3.57 %
May 2019 2,348.56 -2.99 %
Jun 2019 2,298.05 -2.15 %
Jul 2019 2,242.56 -2.41 %
Aug 2019 2,454.73 9.46 %
Sep 2019 2,428.83 -1.05 %
Oct 2019 2,477.04 1.98 %
Nov 2019 2,841.17 14.70 %
Dec 2019 3,196.59 12.51 %
Jan 2020 3,305.71 3.41 %
Feb 2020 3,035.28 -8.18 %
Mar 2020 2,733.56 -9.94 %
Apr 2020 2,651.88 -2.99 %
May 2020 2,493.07 -5.99 %
Jun 2020 2,785.80 11.74 %

Posted by Mikecyc > 2020-07-29 06:09 | Report Abuse

MSPO Audited Report

Company Name FAV MAV SAV ARAH KAWASAN SDN BHD (PALM OIL MILL) Download Download -
ATLAS PLANTATION - ESTATE GROUP MELAKA Download Download -
CEPAT WAWASAN - PROLIFIC YEILD SDN BHD Download Download -
CHANGKAT JERING PLANTATION SDN BHD Download Download -
FELCRA BERHAD - KILANG KELAPA SAWIT MARAN Download Download -
FELCRA BERHAD - KILANG SAWIT BUKIT KEPONG Download Download -
FELCRA BERHAD - KILANG SAWIT SUNGAI MELIKAI Download Download -
FELCRA BERHAD - ZON A14 JERANTUT Download Download -
FELCRA BERHAD - ZON A9 MERSING Download Download -
HUNTLY ESTATE Download Download -
KHAW GIM LEONG CO. SDN BHD Download Download -
KIAN HOE PLANTATION BERHAD - CORONATION PAIM OIL MILL Download Download -
KUB MALUA PLANTATIONS SDN BHD Download Download -
KUMPULAN PERBADANAN PEMBANGUNAN PERTANIAN NEGERI PERAK (PPPNP) Download Download -
MHC PLANTATION BHD Download Download -
MHC PLANTATION BHD - ANSON OIL INDUSTRIES SDN BHD Download Download -
SIME DARBY PLANTATIONS SDN BHD - BUKIT PUTERI ESTATE (SOU 10) - - Download
SIME DARBY PLANTATIONS SDN BHD - BUKIT PUTERI PALM OIL MILL (SOU 10) - - Download
SIME DARBY PLANTATIONS SDN BHD - JABOR ESTATE (SOU 12) - - Download
SIME DARBY PLANTATIONS SDN BHD - JABOR PALM OIL MILL (SOU 12) - - Download
SIME DARBY PLANTATIONS SDN BHD - KERDAU ESTATE (SOU 11) - - Download
SIME DARBY PLANTATIONS SDN BHD - KERDAU PALM OIL MILL (SOU 11) - - Download
SMALLHOLDER PALM OIL CLUSTER - A19 Download Download -
SMALLHOLDER PALM OIL CLUSTER (A10 KUALA KANGSAR) Download Download -
SMALLHOLDER PALM OIL CLUSTER (A15) Download Download -
SMALLHOLDER PALM OIL CLUSTER (A17) Download Download -
SMALLHOLDER PALM OIL CLUSTER (A23- PERAK DARUL RIDZUAN) Download Download -
SMALLHOLDER PALM OIL CLUSTER (DAERAH KELUANG) Download Download -
SMALLHOLDER PALM OIL CLUSTER (N1 ROMPIN) Download Download -
SMALLHOLDER PALM OIL CLUSTER (N2 JIMAH) Download Download -
SUNGAI TERAH PALM OIL MILL SDN BHD Download Download -
TELUK ANSON - ARCADIA ESTATE Download Download -
UNITED MALACCA BHD - MILLIAN LABAU PLANTATION Download Download -
UNITED MALACCA BHD - MERIDIAN PALM OIL MILL Download Download -
UNITED MALACCA BHD Download Download -
YPJ PLANTATIONS SDN BHD

Posted by Mikecyc > 2020-07-29 11:56 |

Post removed.Why?

Posted by Mikecyc > 2020-07-29 11:56 | Report Abuse

Thought is very good in research? why worry until post removed??

Posted by Mikecyc > 2020-07-29 22:44 |

Post removed.Why?

Posted by Mikecyc > 2020-07-29 22:45 | Report Abuse

14 id in TDM , all only expert in Flag delete .

The same person from Sumatec using 9 id Dream_xxx promoted until bankrupt.

Posted by Mikecyc > 2020-07-30 10:42 |

Post removed.Why?

Posted by Mabel > 2020-08-06 15:30 | Report Abuse

I say Mickey Mouse...

After being scolded in HLT and TDM, now come running here ka?

This counter is not like your MHC...

This is a Blue Chip Counter..

You just buy and forget...this Plantation can take care of herself....

Mickey Mouse is totally run of idea
Every day parroting same cerita
He will face the same fate like in Armada
When the tsunami happens he will be MIA...

Meow...

Posted by Mabel > 2020-08-15 13:05 | Report Abuse

It has been a productive week. I managed to capitalise on the Gloves sell off to top up Supermax, Top Gloves and Hartalega. All thanks to Putin !

Back to Plantation, the uptrend is still intact and thus could provide a buffer zone within the 38.2% FR level at MYR2,600 early this week. If the aforementioned level is breached, the pullback could turn into a bigger correction with the next support pegged at MYR2,480. Unfortunately that is not the case as today it touches RM 2,700 later this week. So we are facing a R1 Resistance level of RM 2,750

SUPPORT - S1: MYR2,600 S2: MYR2,480; RESISTANCE - R1: MYR2,750 R2: MYR2,808
MOMENTUM - Selling pressure still strong; TREND - Ongoing pullback

Average cost (ex-mill) around 1500 which means so long CPO above around 2500, it is a viable business.

MALAYSIA ECONOMIC PERFORMANCE IN THE SECOND QUARTER OF 2020

GDP contracted 17.1 per cent in the second quarter of 2020

PUTRAJAYA, 14 August 2020 – The Department of Statistics, Malaysia released the Gross Domestic Product (GDP) for the second quarter of 2020 (Q2 2020), which presents the overall performance of Malaysia’s economy.

Malaysia’s GDP contracted 17.1 per cent from a marginal growth of 0.7 per cent in the first quarter of 2020. The performance for this quarter was the lowest recorded since the fourth quarter of 1998 (-11.2%).

All sectors recorded a negative growth with the EXCEPTION FOR AGRICULTURE SECTOR.

CPO Uptrend intact. This really commendable considering more than 1000 counters are red yesterday due to Malaysia Q2 Economic Weak Performance

Date Settlement Price RM
13 Aug 20 2716
12 Aug 20 2688
11 Aug 20 2643

It's so refreshing taking milk from France early this morning. Thanks to my Body Shops, I'm still having 38-33-38 figure...

https://youtu.be/uMrZbX7VB6M

Have a great week everyone...

Meow

Posted by Mikecyc > 2020-08-17 05:07 |

Post removed.Why?

Posted by Mikecyc > 2020-08-17 05:08 |

Post removed.Why?

Posted by Mabel > 2020-08-19 20:19 | Report Abuse

This Plantation no need to watch so much.. She knows how to take care of herself..

How is your MHC?

Wah my KLK close so nice and lovely..

So nice and so green

Meow

Posted by power88 > 2020-08-19 20:26 | Report Abuse

Friday , plantation stock will move,,, all green

Posted by Mabel > 2020-08-26 01:05 | Report Abuse

Meow Meow Meow

Posted by Mabel > 2020-09-03 11:42 | Report Abuse

Hari Hari tengok ladang
Bila tengok bertambah sayang
Macam mana Mabel tak sayang
Harga Sawit terus terbang melayang

Posted by kasim > 2020-09-09 10:00 | Report Abuse

Palm oil growers seek prisoners to end virus-driven labour crunch

Posted by Mabel > 2020-09-17 22:38 | Report Abuse

17th September hari ini
Benar Gtrade Harga Sawit naik lagi
Perlabur Sawit pun banyak senang hati
Sudah Lima Mercedes Mabel sudah beli..

Posted by Mabel > 2020-09-17 22:41 | Report Abuse

Future FCPO has already breached RM 3000 around noon. However it retraces at 1500 hrs. Today 8 Mabel Plantations are GREEN while 3 are RED.

Meow

Posted by Mabel > 2020-09-18 16:17 | Report Abuse

Harga Sawit naik lagi
RM 3100 dah tentu mari
Isteri pelabur senyum senang hati
Menyanyi tak berhenti henti

Meow Meow Meow

Posted by Mabel > 2020-09-18 16:34 | Report Abuse

Hujan Emas Glove sedang bekembang
Hujan Emas Vaccine mula nak jadi
Hujan Emas Bandar Malaysia mula di sembang
Hujan Emas Sawit sudah berbunga berseri seri

Meow Meow Meow

Posted by Mabel > 2020-09-30 08:46 | Report Abuse

CPO prices has bottom out at RM2757 at up again at RM 2822s level .., price firming uptrend.

Malaysian has Become the Top Palm Oil Supplier to China (Malaysia even beat Indonesia World No 1 Palm Oil Producer)

Malaysia’s palm oil exports to China increased by 31.9% or 316,400 MT over last year to 1.31 million MT from January to June 2020, while Indonesia shipped 1.28 million MT of PO to China, decreased by 42.7% or 956,400 MT. As a result, PO market share commanded by Malaysia in China up to June this year rose from 30.7% held last year to 50.3%, and Indonesia’s share slid to 49.2% from 69.2% for the same p

Posted by Mabel > 2020-09-30 08:46 | Report Abuse

There are several risks factors on any Plantation earnings estimates, price target and rating. Key risks to the palm oil sector are:

(i) weather anomalies resulting in poorer-than-expected output growth -*Let's hope for a good weather the next coming 3 months*.

(ii) lower than-expected CPO price achieved – *On Target and currently CPO is Up trending*

(iii) negative policies imposed by import countries – *Positive*. The exemption of CPO export duty by the government of Malaysia till Dec 2020 will be positive for CPO exports (especially to India) and will help support CPO price which is expected to be under pressure in 3Q20 due to the anticipated stockpile build-up amid seasonal production recovery

(iv) unfriendly policies imposed by the Malaysian and Indonesian government on upstream or downstream segments – *Already factored on India’s move to restrict the importation of refined palm oil*. This will result in quicker build-up of MPOB stockpile when output recovers from 2Q20, and cap CPO price upside

(v) sharply lower crude oil prices which makes palm biodiesel demand not viable – *Brent has already breached USD 40*

(vi) weaker competing oil prices (like soybean and rapeseed- *On Target*. Alternative Oil Prices is on the rise which make Palm Oil very attractive.

Meow Meow Meow

Posted by Mabel > 2020-09-30 12:17 | Report Abuse

THE HISTORY OF MABEL PALM OIL

The Palm Oil, whose scientific name is Elaeis guineensis Jacq, originates from West Africa. It were first brought into this country by the British in the 1870’s as an ornamental plant in their gardens. However, other countries were already familiar it and its uses. Among the earliest evidences of its usage were
• Traces of my ancestors found in burial urns aged 5000 years in Abydos, Egypt
• The barter of palm oil for salt centuries ago
• A lubricant for engines and in the manufacture of candles, soap and margarine in Europe during the 19 th century.

Palm Oil started to make Malaysia its home on a large scale in the 1960’s. This started when the Malaysian Government introduced a land cultivation scheme for the purpose of planting oil palm trees.The purpose of this scheme was to eradicate poverty and raise the standard of living for the rural population. Today, palm oil grows and flourish in palm oil plantations which can be found throughout the country, from Perlis to Sabah.

Posted by maimunah > 2020-10-01 11:40 | Report Abuse

Plantation stocks drop in morning trade after US bans FGV palm oil imports over forced labour claims

Posted by maimunah > 2020-10-01 11:40 | Report Abuse

According to Reuters, the US Customs and Border Protection (CBP) agency said that the US had banned imports of palm oil from FGV following investigations into allegations that it uses forced labour.

Posted by Mabel > 2020-10-09 19:11 | Report Abuse

CPO Prices for March to May was Between RM2,100 to RM2,300

From June to August CPO prices have gone up to between RM2,400 and RM2,600

SO IT IS BENEFITTING FROM CPO PRICE SURGE (AND TODAY CPO TOUCHES RM3,000 (OCTOBER 9th 2020)

Meow Meow Meow

Posted by Mabel > 2020-10-09 19:25 | Report Abuse

9th October hari ini
Harga Sawit naik lagi
Perlabur Sawit pun banyak senang hati
Sudah Lima Mercedes Mabel sudah beli..

Meow Meow Meow

Posted by Mabel > 2020-10-10 12:44 | Report Abuse

Plantation - Key Takeaways From Globoil's Webinar
Date: 9th October 2020

Solvent Extractors Association of India organised a webinar yesterday titled “World Price Outlook for Vegetable Oils and Meals”. There were three speakers i.e. Thomas Mielke from Oil World, Dorab Mistry from Godrej International and James Fry from LMC International. Here are the key takeaways from the webinar: -

James Fry said that rains and good palm prices would encourage better estate maintenance in Malaysia and Indonesia, leading to improved palm production in year 2021F. Rains would boost CPO supply in early-2021F and in the meantime, there would be a seasonal pick-up in production in 4Q2020. Peak palm production may be delayed by a month or two from the usual month of October or November in Malaysia.

In terms of demand, many companies in the HORECA sector (hotels, restaurants and catering) may not survive without government support. Families in low income countries may be trading down to smaller bottles of cooking oil. James Fry did not give a price forecast.

Thomas Mielke said that CPO prices may hover around US$700/tonne (RM2,905/tonne) in 1H2021. He forecasts global production of palm oil to increase by 3.5mil to 4mil tonnes in 2021F. CPO output in Indonesia is estimated to rise by 3mil tonnes in 2021F from about 43mil tonnes in 2020E. Thomas Mielke expects CPO production in Malaysia to be flat in 2021F.

He added that global soybean supply is ample currently in spite of weather-related losses in the US. He expects world soybean supply to increase by 21mil tonnes in 2020E/2021F as Brazil is envisaged to record a record output of 132.5mil tonnes (2019/2020E: 126.5mil tonnes).

Dorab Mistry believes that CPO production in Malaysia would be flat at 19.9mil tonnes in 2020E compared with market expectations of a decline. We believe that this implies that 4Q2020 production would be strong as Malaysia’s CPO output fell by 4.7% YoY in 8M2020. He did not give a production forecast for 2021F although he said that palm supply would be good.

Dorab has suggested a dynamic biodiesel mandate to the Indonesia government whereby if CPO prices exceed US$600/tonne, the biodiesel mandate would be reduced to B25 from B30. If CPO prices exceed US$700/tonne, the biodiesel mandate would be reduced further to B20. With this, the biodiesel mandate would still be implemented but at the same time, the smallholders would not be affected by the CPO export levy. Currently, Indonesia implements the B30 biodiesel mandate with subsidies from the CPO export levy of US$55/tonne.

Mabel Research House

Posted by alfred > 2020-10-17 13:29 | Report Abuse

Stressing a point In the virtual International Palm Oil Sustainability Conference (IPOSC 2020) hosted by the MPOC recently, he said despite rapeseed’s scandalous distinction, its import and use for the EU’s biofuel requirements get a free pass with no questions asked about its sustainability.
Canada, as one of the biggest sources of rapeseed for biofuels in the EU, also gets ‘unfettered access’ to the EU’s biodiesel market,

Posted by Michael Kwok > 2020-10-17 22:45 | Report Abuse

U see mine 50 percent above return.Its went to as high 15 cents(in 3rd quarter 2020) or 85 percent returnfrom the pricing as date below.KLK only went to as high as less thn 15 percent return which is rm 24.

Michael Kwok
2551 posts
Posted by Michael Kwok > Apr 9, 2020 4:12 PM | Report Abuse X

Come to Benalec.Put rm 50k to invest.Only 8-10cents.Nothing to lose.Long term will be rewarded.Land reclaimation company.Company should come clean after 3 years of impairment.


Michael Kwok
2551 posts
Posted by Michael Kwok > Apr 9, 2020 8:17 PM | Report Abuse X

Please read.Please follow;....
Michael Kwok
1659 posts
Posted by Michael Kwok > Apr 9, 2020 4:12 PM | Report Abuse X

Come to Benalec.Put rm 50k to invest.Only 8-10cents.Nothing to lose.Long term will be rewarded.Land reclaimation company.Company should come clean after 3 years of impairment.

Posted by Michael Kwok > 2020-10-17 22:47 | Report Abuse

Now,Im calling to invest in SCH 10.5 cents-13 cents.If got money invest rm 50k or above.KLK shareholders Usually got money.If normal rm 15k.The shareholder of SCH is Dato Ong from Rubberex(rubber glove company) or through Hextar(mother company of RUBEREX.