Posted by middlefinger > 2014-02-15 23:51 | Report Abuse

Sarawak may lose some RM400 million in sales tax revenue a year from oil palm products following the decision of a multinational refinery company’s (Wilmar which is listed in SGX) refusal to buy crude palm oil (CPO) from mills in the state.

Posted by tomjohor > 2014-02-20 20:14 | Report Abuse

Do you think now can buy -cw or not? EPF keep selling SIME to PNB, AmanahRaya and Yayasan Pelaburan Bumiputra since 11/2/14. May be next week QF report as analyst view is good and they give TP 10.30

Posted by Airo Chasz > 2014-02-23 16:33 | Report Abuse

jz buy below 3.5ct

Posted by Mat Cendana > 2014-02-25 14:08 | Report Abuse

@Airo Chasz You got in at a very good price... 0.025. Now you have a nice buffer. This one definitely has a fighting chance even though Sime is still rather quiet.

Posted by tomjohor > 2014-02-25 14:24 | Report Abuse

Seem Sime will move soon coz financial report out on coming Fri.

Posted by tomjohor > 2014-02-25 16:51 | Report Abuse

Airo Chasz, congratulations! SIME close @9.22, if tomoro fly again, u will earn a lot of money.

Posted by Mat Cendana > 2014-02-26 12:53 | Report Abuse

Very promising session yesterday...immediately followed by a disappointing one today. But things might change in the afternoon. Sime has shown this before. I wouldn't be surprised if it manages to close unchanged. 12 sen is nothing for a counter like this.

Posted by L. C. Chong > 2014-03-07 22:54 | Report Abuse

SIME analysis - http://lcchong.wordpress.com/2014/03/07/simefundamental-analysis-7-mar-2014/

Posted by Airo Chasz > 2014-04-08 15:11 | Report Abuse

good someone throw 0.025thx

Posted by Airo Chasz > 2014-04-09 09:54 | Report Abuse

jz buy dont miss that 3cents..after dat dont buy will trap

Posted by Ring > 2014-04-10 14:48 | Report Abuse

Giving a blanket coverage that due to crude oil price at RM2700 plantation is the biggest contributor being a conglomerate company what happens if the CPO price falls to RM2000, which is possible because third world countries are expanding their land bank then demand n supply comes into play. Correct me if I am wrong if my figures are correct SIME yield per hectare per annum (fruits) is below 20mt. Some other listed companies yield is between 25-28mt and one of them is striving hard to increase the yield within the existing land bank instead of expanding the land bank which is giving enormous profit n their share price is trading at RM25 with fantastic dividen. As an investor I request the media n Investment companies when they want to report the performance of the "oil palm company" to specify the actual YIELD in tonnage, as a share player i have all the right to know, in the name of national interest, please be transparent.

Posted by Airo Chasz > 2014-04-17 10:44 | Report Abuse

dont enter when epf is sold..play2 only by themselves

Posted by tjhldg > 2014-04-20 21:27 | Report Abuse

not bad

Posted by Ring > 2014-04-21 09:23 | Report Abuse

Sime should improve their yield to 25mt then shsre rice will shoot like rocket otherwise sorry lah!

Posted by Ring > 2014-04-26 16:32 | Report Abuse

PNB looking to merge 3 biggest property companies in a move to extract value, SP Setia,I&P n Sime into one umbrella. Earlier PNG merged AEB, Guthrie n Golden Hope to be managed by Sime, mainly to reduce overhead costs n give value to share holders. I reade in d media that Sime can pay 50% dividen with the merger but is not the case. Now is the best time to take segregate Sime property n plantation separately. Sime property is doing very well but not the plantation because their yield per hectare per annum is below 20mt whereas their peers like IOI,KLK n UP are getting more then 25mt n the difference is 5mt (Sime oil palm land 600,000 ha @ 5mt = 300,000 mt fruits @ RM300/mt=RM900,000).To get to 25mt is nothing but field management, reduce paper work, unncessary talking, managers, senior managers, plantation advisers, directors should get down to the field n come out with pro active action n get to the root cause is "best manure for the field are the managers footprints".The white man spent all his time in the field not on paper work n talking. Can the managers of Sime survive in IOI they will run because their field management is the then white men standard.If Sime can get 25 mt if translted into dividen to share holders, PNB unit trust holders will get more dividen n some of the unit holders r depending on this cash.. i am using this forum to get the message across.. on the double please.

Posted by Ring > 2014-04-27 12:30 | Report Abuse

.....refer the above article it should read 300,0000 friuts @ RM300/mt fruit = RM90,000,0000 n if tbe fruit price increases to RM400/mt then i am talking about RM120,000,000... there is somthing serious priblem here and need to be addressed.

Posted by Ring > 2014-04-28 14:40 | Report Abuse

Edge: "Labour crunch hurts Malaysian palm oil growers". Best n only one way of solving this problem is to increase the yield, indirectly land bank is increased, the company can save millions of ringgit. The additional yield from the present yield can be given to workers as a form incentive n also give them bonus. Instead of crying in the media about labour crunch, increase the yield by using common sense. Present housing quarters n the wages to workers is not acceptable n deplorable.

Posted by Airo Chasz > 2014-04-30 10:58 | Report Abuse

start moving..epf now buying

Posted by Airo Chasz > 2014-04-30 23:25 | Report Abuse

wait another round

Posted by HJey > 2014-05-02 17:13 | Report Abuse

My ex-favourite stock

Posted by 935win > 2014-05-07 15:58 | Report Abuse

Any Waiting

Posted by 935win > 2014-05-07 16:00 | Report Abuse

look is downward now!

Posted by Airo Chasz > 2014-05-08 09:25 | Report Abuse

buy n collect more

Posted by Airo Chasz > 2014-05-08 10:06 | Report Abuse

come join collect cw

Posted by queenmay > 2014-05-09 08:32 |

Post removed.Why?

Posted by konspa > 2014-05-15 16:18 | Report Abuse

Just heard from insider source..ongoing JV with arab to build something big in bukit bintang area

Posted by Airo Chasz > 2014-05-15 18:47 | Report Abuse

be careful.one cw will expired

Posted by L. C. Chong > 2014-06-01 12:04 | Report Abuse

SIME analysis - http://lcchong.wordpress.com/2014/06/01/simefundamental-analysis-1-jun-2014/

Posted by alivetoinvest > 2014-06-04 20:19 | Report Abuse

I just went for a sime darby interview today ^^

Posted by Ring > 2014-06-11 10:49 | Report Abuse

Sime planning to double the market capitalisation, NTA value will go up, can they please commit on the kind of dividend payment by then?

Posted by Ring > 2014-06-11 10:50 | Report Abuse

http://klse.i3investor.com/servlets/fdnews/221685.jsp

Posted by Ring > 2014-06-11 11:44 | Report Abuse

Oil palm cultivation is vastly increased in Africa n more countries r showing interest n eventually more oil chasing too little people, "supply and demand".Current costing if at rm2700 good profit otherwise possible cost overrun.As a share trader i have the right to know, what kind of steps taken to get a yield of more then 25mt of ffb per year per annum. Theoretically speaking by increasing the yield in the existing land, automatically the land size increases and huge profit n high dividend, this is what UP is doing. Once market capitalisation is increased may i know what kind of dividend can we expect. It was stated in the media after the merger of the GLC plantation we can expect a dividend of 50% which has not materialised, may i have the reasons?

Posted by Ring > 2014-06-11 19:47 | Report Abuse

KUALA LUMPUR: Crude palm oil (CPO) futures prices on Malaysia Derivatives Exchange continued the downtrend yesterday, weighed by rising output and inventories in producing countries, coupled with sluggish demand.

At close, June 2014 fell RM24 to RM2,386 a tonne, July 2014 decreased RM24 to RM2,392 a tonne, while August 2014 dipped RM27 to RM2,385 a tonne and September 2014 erased RM26 to RM2,385 a tonne.

Volume increased to 39,327 lots from 27,327 lots on Monday while open interest advanced to 210,934 contracts from 198,781 contracts previously. Bernama

Posted by Ring > 2014-06-11 19:49 | Report Abuse

Oil palm growers continue to increase the land bank... are they aware of the consequences?

Posted by Ring > 2014-06-16 18:56 | Report Abuse

PAC chief: Too many GLCs, too little returns




The federal government should review government linked companies (GLCs) as there are too many giving little in returns, Public Accounts Committee (PAC) chief Nur Jazlan Mohamed said today.

"Why do we need two agencies to do a job if one is good enough?" Nur Jazlan said after chairing a PAC meeting in Parliament House today.

He raised the matter after several GLCs were again implicated for bad management in the second series of the Auditor-General's Report 2013, which was released today.

“Felda and Felcra are embroiled in improper procurement activities. This should not be happening in organisations that have been around for donkey's years,” Nur Jazlan said.

Posted by Ring > 2014-06-16 19:07 | Report Abuse

Yes!yes! PAC is after the GLC finally, they should write to Sime/Fgv and ask them why KLK/IOI/UP are getting high yield and able to pay handsome dividend n Sime n Fgv cannot because of low yield. The executives are well paid where is the output. B4 the merger of GLC n the purpose of merger was to reduce the expenditure n gave an assurance that they will be able to pay 50% dividend. "You work hard can get the yield otherwise?". I think i should write to PAC n tell what is exactly going wrong in the estates.

Posted by Ring > 2014-06-18 14:12 | Report Abuse

KLK loses titles to 38,350 ha oil palm land in PNG after court revokes the award
Wednesday, 18 June 2014 12:38
MELBOURNE (June 18): A Papua New Guinea (PNG) court revoked two 99-year land titles awarded to Kuala Lumpur Kepong (KLK) of Malaysia to develop palm oil plantations on 38,350 hectares of land in Collingwood Bay, Oro province, following complaints by customary landowners.

A report by Fatima Hansia on her CorpWatch Blog said the local landowners argued that palm oil development would exact a heavy price on their community, making the case that the deforestation of pristine rainforests to prepare land for plantations would erode traditional biodiversity and livelihoods while releasing vast quantities of carbon dioxide emissions.

Posted by Ring > 2014-06-18 14:18 | Report Abuse

X
This is one of the repercussions of deforestation, best first should strive to achieve high yield in the existing land compared to the present low yield. By increasing the yield the hectares automatically increases "theoretically".
18/06/2014 14:17

Posted by Ring > 2014-06-21 12:56 | Report Abuse

http://www.thestar.com.my/Business/Business-News/2014/06/21/Palm-ends-lower-as-weak-exports-hurt-but-posts-big-weekly-gain/

Posted by Ring > 2014-06-23 09:41 | Report Abuse

Last Price Today's Change Day's Range Trading Volume
28.80 +0.04 (0.14%) 28.80 - 28.80 100
.....Wow what a wonderful performance from UP.

Posted by Ring > 2014-07-01 12:04 | Report Abuse

Falling soy bean prices put immediate pressure on palm oil prices, says RHB Research
Tuesday, 01 July 2014 10:58
KUALA LUMPUR (July 1): Falling soy bean prices are likely to put pressure on palm oil prices in the immediate term, according to a note by RHB Research.

Posted by Ring > 2014-07-08 09:08 | Report Abuse

PETALING JAYA: Seven years after Sime Darby Bhd went through a mega-merger of all plantation companies under the Permodalan Nasional Bhd group, the group is now looking to unlock the value of its assets which is close to RM3bil.

Two weeks ago, Sime Darby did not discount the possibility of acquiring a real estate investment trust and its management company in a move that was seen as unlocking some RM1.4bil in its property division...this article from today Starbiz......hope they pay attractive dividend?...i read in d media that after d mega-merger of d plantation they would be able to pay 50% dividend?

Posted by Ring > 2014-07-11 15:53 | Report Abuse

#Highlight* Palm oil imports by India declining as buyers prefer sunflowers
Friday, 11 July 2014 14:48
(July 11): Imports of palm oil by India, the world’s largest buyer, probably dropped for a second month as a shrinking discount to soybean and sunflower oils cut its appeal.

Posted by Ring > 2014-07-16 18:09 | Report Abuse

X
I have highlighted in this forum earlier that without good yield d oil palm plantation can collapse.Sime should commit whether they can produce yield similar to KLK n UP n what kind of dividend they can give in d near future? "Why is Kulim selling NBPOL now?"article in Focus pg5.The company attributed d drastic drop in 2013 earnings to lower CPO prices n lower production (low yield). If d drop in profit is due to CPO prices, why not hold on to NBPOL? The low yield by NBPOL is troubling d mind? Sime,FGV n Wilmar International is interested to purchase. Both Sime n FGV yield is very much lower then KLK n UP n NBPOL have declared their yield is low, i will be too glad if she can declare their one year yield per ha per annum. Please dont use media to take investors for a ride be precise in your yield statistics.I will be too glad if any experts can continue from here...........
16/07/2014 17:57

Posted by ykloh > 2014-07-17 00:25 | Report Abuse

sd is one big disappointment.

Posted by Ring > 2014-07-17 22:47 | Report Abuse

Palm set for bear market as record soybean reserves loom
Posted on July 15, 2014, Tuesday
PALM oil tumbled to the lowest level in nine months and was poised to enter a bear market after the US government forecast record inventories of soybeans used to produce an alternative cooking oil.

Futures dropped as much as 1.3 per cent to RM2,316 a metric tonne on the Bursa Malaysia Derivatives, the lowest level since Oct 7. A close at RM2,320 would be 20 per cent less than the RM2,901 settlement on March 10, meeting the common definition of a bear market. Prices ended the morning session at RM2,318.

Palm, used in everything from food to biofuels, slumped 13 per cent this year as usage in biodiesel trailed estimates amid expanding production.

Record stockpiles of soybeans are adding to a global glut of cooking oils as increasing supplies send prices of corn and wheat into bear markets, cutting world food costs measured by the United Nations for a third month in June. Petroleum prices have also dropped for three straight weeks.

“The declines in soybean oil and crude oil will weigh heavily on palm,” said David Ng, a Kuala Lumpur-based derivatives specialist at Phillip Futures Sdn Bhd. “The spread between soybean oil and palm oil has narrowed quite significantly and a lot of buyers are shifting to other alternatives, mainly soybean oil and sunflower.”

Palm oil’s discount to soybean oil narrowed 70 per cent in the past year to about US$84 a tonne, data compiled by Bloomberg show. That’s encouraging refiners in India, the world’s largest palm buyer, to turn to soybean and sunflower oils.

India’s palm imports probably fell for a second month in June to 625,000 tonnes from a year earlier, a Bloomberg survey showed last week.

Futures may rally less than earlier forecast as demand misses estimates and an El Nino starts later than expected, according to Dorab Mistry, director at Godrej International Ltd. Prices may climb to RM2,800 by December if the weather event occurs from mid-August, Mistry said on June 26, cutting his March forecast for an increase to RM3,500.

Production in Indonesia may reach a record 30.5 million tonnes or more this year while Malaysia’s output will total an all-time high of 19.7 million tonnes to 19.9 million tonnes, according to Mistry. The two Southeast Asian producers together account for 86 percent of world supplies.

US farmers will harvest 3.8 billion bushels of soybeans this year, compared with 3.635 billion estimated in June and last year’s crop of 3.289 billion, the Department of Agriculture estimates. World output will be 304.8 million tonnes from a previous estimate of 300 million tons, while inneventories will be a record 85.31 million tonnes, the agency said on July 11.

Soybean oil futures were little changed at 36.93 cents a pound on the Chicago Board of Trade, after declining 1.7 per cent on July 11. Soybeans slumped to US$10.65 on July 11, the lowest level since October 2010, and traded at US$10.6875 yesterday. Prices declined for a 10th day through July 11, the longest slump since 1973.

Refined palm oil for January delivery fell as much as 2.2 per cent to 5,676 yuan (US$914) a tonne on the Dalian Commodity Exchange, the lowest level since Jan 30, before trading at 5,710 yuan. Soybean oil lost as much as 1.3 per cent to 6,468 yuan, lowest price since Jan 30. — Bloomberg

Posted by Ring > 2014-07-22 12:03 | Report Abuse

HONG Leong Investment Bank (HLIB) has maintained its “neutral” stance on the plantation sector with its top pick being Genting Plantation Bhd, of which it has rated a buy at RM12.16 a share.

Posted by Ring > 2014-07-22 13:57 | Report Abuse

With clones should be 23% OER or higher n ffb should be either 25 mt ffb or higher. Let me tell you way back in d early seventies we use to get 24% OER with DxP material n with d same material when I was posted to Sarawak near Batu Niah OER was 24-25% it was unbelievable.Now companies using media to promote their company so they got to be precise. Of course all want to plant clones now, so should be talking about about higher OER n yield...n companies should commit n what kind of dividend they can pay. Why KLK n UP paying dividend anything from 80-100% n look at their shares above 25 n why others r inferior?
22/07/2014 13:55

Posted by Ring > 2014-07-23 13:07 | Report Abuse

KUALA LUMPUR: Crude palm oil (CPO) futures prices on Bursa Malaysia Derivatives closed lower yesterday on weak demand amid bearish external sentiment, a dealer said.

Phillip Futures Sdn Bhd Derivative Product Specialist David Ng said CPO futures ended in the red again as sentiment stayed pessimistic amid narrowing spread between soyabean oil and palm oil.

Posted by Ring > 2014-07-24 11:15 | Report Abuse

On news of PNB planning to merge Sime Darby’s property arm with SP Setia, I&P and Eastern & Oriental Bhd (E&O) to create Malaysia’s largest property group, an industry observer said this unlikely.