Posted by greenland > 2020-11-13 19:32 | Report Abuse

Thank you Calvintaeng

Posted by Stockgod8 > 2020-11-13 20:43 | Report Abuse

FCPO is moving heaven and earth, but plantation stock is not even following. My warning to the operators, if you don’t eat enough stock and push it up. The retailers will eat up all your stock and push it up for you.

Posted by Woodswater > 2020-11-13 22:04 | Report Abuse

https://www.theedgemarkets.com/article/india-imported-half-million-tonnes-palm-oil-malaysia-october

Buy more to celebrate Devali
Wakakakaka

Posted by Mikecyc > 2020-11-14 05:19 |

Post removed.Why?

Posted by Mikecyc > 2020-11-14 05:20 | Report Abuse

India slashes palm oil imports to make room for soyoil
Business Today - 11/13/2020 12:21:00 PM

Indian edible oil refiners are trimming imports of palm oil to make space for soyoil as a rally in the price of palm due to output worries reduced the spread between the two, industry officials told Reuters.

Posted by Mikecyc > 2020-11-14 05:23 | Report Abuse

Jtiasa

Financial Year Revenue ('000) Net ('000) EPS Report
30 Jun, 2020 703,275 -73,530 -7.59 View
30 Jun, 2019 637,744 -275,651 -28.48 View
30 Jun, 2018 841,689 -26,798 -2.77 View
30 Jun, 2017 977,130 11,511 1.20 View
30 Jun, 2016 1,024,049 58,634 6.10 View
30 Jun, 2015 1,032,271 34,425 3.56 View
30 Jun, 2014 1,034,591 57,125 5.89 View
30 Jun, 2013 1,054,096 23,246 2.43 View
30 Jun, 2012 702,645 87,538 32.58 View
30 Apr, 2012 499,518 97,077 36.36 View
30 Apr, 2011 870,913 146,915 55.03 View
30 Apr, 2010 746,002 26,575 9.95 View
30 Apr, 2009 800,413 13,137 4.93 View
30 Apr, 2008 797,746 51,772 19.77 View
30 Apr, 2007 859,928 125,918 49.52 View
30 Apr, 2006 694,179 40,075 15.75 View
30 Apr, 2005 649,879 33,763 13.08 View
30 Apr, 2004 465,325 49,487 19.03 View
30 Apr, 2003 441,423 46,590 17.71 View

Posted by Mikecyc > 2020-11-14 05:30 |

Post removed.Why?

Posted by Woodswater > 2020-11-14 10:34 | Report Abuse

Let's find out what happens these days and theafter to all plantation stoks in Malay land.



https://www.theedgemarkets.com/article/india-imported-half-million-tonnes-palm-oil-malaysia-october

Good sign as India bought more 32% palm oil for Devali celebration

https://www.reuters.com/article/india-vegoils-imports-idUSKBN27T0OU

Later India switching to more soy oil purchase by Nov, Dec according contracted of soy oil ( bad sign? Unlikely)
India just fetching last trip to accumulate more soy oil b4 it out of stoks!


AND AFTER NOV 2020 TO FEB 2021 THERE WON'T BE ANY SOYBEAN PRODUCED
Posted bu Mabel

And 1 more important is even India reduce order palm oil buy y

calvintaneng FCPO FOR NOV 2020 ASKING PRICE NOW IS RM3600??

See

FCPO NOVEMBER 2020

https://www.bursamalaysia.com/market_information/derivatives_prices
Posted bu Calvintaneng

Palm oil contract hitting almost RM 3600 /tonne?

Now comes better sign for midterm as


https://www.bbc.com/zhongwen/simp/world-54625816

https://www.forbes.com/sites/salgilbertie/2020/10/20/the-worlds-largest-soybean-exporter-wants-to-import-soybeans-what-happened/

Brazilians oversold their soybean to China to exchange for Chinese vaccine. Brazilians need to buy back soybean from open market!

Eventually India n China will come back for palm oil but who benefited most among Indonesia and Malay land?


https://www.thejakartapost.com/news/2020/08/05/indonesias-b40-biodiesel-plan-back-on-track-after-palm-oil-prices-improve.html

https://www.thestar.com.my/business/business-news/2020/09/08/indonesia-to-revamp-palm-oil-levy-to-support-biodiesel-programme

Indonesian has planned for clean energy for B40 diesel will limited export of palm oil, and finally China and India will struggle to buy more Malay land palm oil

https://www.kwongwah.com.my/20201013/%E5%B8%8C%E5%B1%B1%EF%BC%9A%E4%B8%AD%E5%9B%BD%E6%89%BF%E8%AF%BA%E8%B4%AD%E4%B9%B0170%E4%B8%87%E5%90%A8%E5%A4%A7%E9%A9%AC%E6%A3%95%E6%B2%B9/

https://hk.finance.yahoo.com/news/%E4%BB%A5%E4%B8%AD%E5%9C%8B%E7%82%BA%E4%B8%BB%E7%9A%84%E5%85%A8%E7%90%83%E6%9C%80%E5%A4%A7%E8%87%AA%E7%94%B1%E8%B2%BF%E6%98%93%E5%8D%80%E5%8D%B3%E5%B0%87%E7%B0%BD%E7%BD%B2%E5%8D%94%E8%AD%B0-024803052.html

WILL CPO BREAK RM4000, RM5000 OR RM6000 IN NEXT 4 MONTHS?

IF SO YOU SHOULD HOLD TIGHTLY ALL YOUR PRECIOUS FGV SHARES
Posted by CalvinTanEng

What say u?
Wakakakaka
I salute to Master Calvin and
Mabel sifu, 2
Meantime respect to si-fool Mickey MOUTH, 3

Posted by Woodswater > 2020-11-14 10:35 | Report Abuse

Opportunity is everywhere. The key is to develop the vision to see it. Don’t wait for the right opportunity: create it…

Before Convid 19, no one was looking at Glove Industry. Mabel came on board into the Glove Industry when Teresa Kok made a pledge that Malaysia is donating 18 million Gloves to China to fight Coronavirus. At that time, Mabel was thinking its part of giving back to help the Victim. Little did she knew that this industry is about to rocket and change many people's life. This is the beauty when you gives, God gives you back in Multiple Folds...Those that has invested in Gloves before March would have made 1000 Profits.

Likewise, this Food Crisis will be another game changer. Plantation will be the next industry that will rocket just like what we have seen in the Healthcare Industry. Plantation is currently rank No 3 in the 15 Sectors that Mabel Inc has invested. It’s interesting to see Mabel's Top 4 sectors are doing extremely well. The main reason is that these industries have a big impact on the Global Community.

Now let's get back to Mickeymouse...

Calvin has discovered A REAL BIG SECRET ABOUT INVESTING IN GOOD STOCKS

Just Go See What Mikecyc Mouse attacks

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-10-27...

You see the Squirrel?

Squirrels only attack the best durians & best ripe fruits. He will leave lousy and unripe fruit alone.

SEE HOW CLEVER

HE KNOWS WHICH PAPAYA IS RIPE FOR ATTACK & EATING & AVOID UNRIPE ONES

SO IS MIKECYC MOUSE NOW TURNING INTO A SQUIRREL...

HE ONLY CHOSE RIPE AND GOOD STOCKS LIKE JTIASA & FGV (5222) TO ATTACK AND ATTACK


UNRIPE LOUSY ONES LIKE MHC - MICKEY HORROBLE COUNTER AND MANY OTHERS HE TOTALLY AVOID THEM ALL


AND SO NOW YOU KNOW


SO CLEVER!!!


Meow
Posted by sifu Mabel @FGV 5222

Posted by daretocutandchange > 2020-11-14 10:52 | Report Abuse

oilpaml sector coming soon,watch out.

Posted by Mikecyc > 2020-11-14 11:04 | Report Abuse

Yesterday news :


India slashes palm oil imports to make room for soyoil
Business Today - 11/13/2020 12:21:00 PM

Indian edible oil refiners are trimming imports of palm oil to make space for soyoil as a rally in the price of palm due to output worries reduced the spread between the two, industry officials told Reuters.

Posted by Mikecyc > 2020-11-14 11:11 |

Post removed.Why?

Posted by Mikecyc > 2020-11-14 11:12 |

Post removed.Why?

Posted by Mikecyc > 2020-11-14 11:14 | Report Abuse

India is traditional key importer of Sarawak round logs and lumber products for decades.According to WTK, all woodworking industries in India have stopped operations due to the lockdown measures to manage the pandemic.

On its plywood business, WTK said its revenue had dropped by 11% in 1Q2020 from a year ago as the average selling prices of plywood products had declined about 15% during the same period due to price competition from Indonesian and Japanese plywood producers.

Posted by Mikecyc > 2020-11-14 11:14 | Report Abuse

Japan market demand is reduced significantly as Olympics 2020 infrastructure and facilities is done .

Posted by Mikecyc > 2020-11-14 11:24 | Report Abuse

2020 Jan to Oct CPO Exports is decreased by 1,223,327 tons ..

>> is Decreased in Export Value : 1,223,327 tons x RM 2,600 / ton = RM 3.18 Billion ...


Exports
2020 2019
Jan 1,213,539 1,680,891
Feb 1,082,417 1,324,615
Mar 1,184,702 1,620,752
Apr 1,236,478 1,654,499
May 1,369,351 1,715,719
Jun 1,706,597 1,397,140
Jul 1,783,284 1,486,485
Aug 1,581,612 1,736,300
Sep 1,612,169 1,409,089
Oct 1,673,997 1,641,973
Nov
Dec
Jan-Dec 14,444,136 15,667,463

Posted by stockraider > 2020-11-14 12:18 | Report Abuse

This sohai mike do not understand emerging positive changing economic trend for Jaya tiasa loh...!!

Posted by Mikecyc > Nov 14, 2020 11:24 AM | Report Abuse

2020 Jan to Oct CPO Exports is decreased by 1,223,327 tons ..

>> is Decreased in Export Value : 1,223,327 tons x RM 2,600 / ton = RM 3.18 Billion ...


Exports
2020 2019
Jan 1,213,539 1,680,891
Feb 1,082,417 1,324,615
Mar 1,184,702 1,620,752
Apr 1,236,478 1,654,499
May 1,369,351 1,715,719
Jun 1,706,597 1,397,140
Jul 1,783,284 1,486,485
Aug 1,581,612 1,736,300
Sep 1,612,169 1,409,089
Oct 1,673,997 1,641,973
Nov
Dec
Jan-Dec 14,444,136 15,667,463

Posted by Mikecyc > 2020-11-14 19:11 |

Post removed.Why?

Posted by Shadows > 2020-11-15 13:23 | Report Abuse

https://www.klsescreener.com/v2/news/view/750903
Company is mitigating and prioritise the log export. Jtiasa will continue to retain the treasure logging license from Sarawak gov.

Posted by Zuliana > 2020-11-15 13:31 |

Post removed.Why?

Posted by Zuliana > 2020-11-15 13:34 |

Post removed.Why?

Posted by Mikecyc > 2020-11-15 16:13 |

Post removed.Why?

Posted by awesome20 > 2020-11-15 16:17 | Report Abuse

plantation theme until next year

Posted by calvintaneng > 2020-11-15 17:25 | Report Abuse

Awesome20?

You gave an awesome comment

Yesss!!

Bull run will turn from glove theme to plantation theme soon

As time progresses Gloves will be in great glut and ASP will weaken also vaccine will come

So Palm oil will then come into full focus as time progresses

One will get weaker while palm oil theme will get stronger

Posted by Woodswater > 2020-11-15 20:04 | Report Abuse

https://www.bloomberg.com/amp/news/articles/2020-11-15/fauci-says-pfizer-vaccine-s-trial-success-may-boost-acceptance#aoh=16054188489379&csi=1&referrer=https%3A%2F%2Fwww.google.com&amp_tf=From%20%251%24s

Posted by thesteward > 2020-11-15 20:14 | Report Abuse

Agree with calvintan on palm.

Posted by awesome20 > 2020-11-15 20:22 | Report Abuse

enough of gloves...now time for other sector to recover such as plantation, construction, property, travel, industrial, consumer etc. except oil&gas...O&G need to wait until Brent maintain above USD50/barrel

Posted by Woodswater > 2020-11-15 21:22 | Report Abuse

https://insideclimatenews.org/news/11112020/inside-clean-energy-biden-climate-action-congress

Wow
So many sifus as appear here with good comments

O&G need to wait until Brent maintain above USD50/barrel
Posted by awesome20

Biden lost 38 electoral votes at Texas state to Trump base to a big reason as Biden will go for 'clean energy revolution'

Posted by Mikecyc > 2020-11-15 21:25 |

Post removed.Why?

Posted by stockraider > 2020-11-15 21:28 | Report Abuse

Do not listen to this sohai mike loh...!!

The upside is coming soon mah...!!


Posted by Mikecyc > Nov 15, 2020 9:25 PM | Report Abuse

Haha from the Lost of Export Value RM 3.18 Billion , Jtiasa is how many % ???


2020 Jan to Oct CPO Exports is decreased by 1,223,327 tons ..

>> is Decreased in Export Value : 1,223,327 tons x RM 2,600 / ton = RM 3.18 Billion ...


Exports
2020 2019
Jan 1,213,539 1,680,891
Feb 1,082,417 1,324,615
Mar 1,184,702 1,620,752
Apr 1,236,478 1,654,499
May 1,369,351 1,715,719
Jun 1,706,597 1,397,140
Jul 1,783,284 1,486,485
Aug 1,581,612 1,736,300
Sep 1,612,169 1,409,089
Oct 1,673,997 1,641,973
Nov
Dec
Jan-Dec 14,444,136 15,667,463

Posted by Mikecyc > 2020-11-15 21:33 | Report Abuse

Double whammy for plywood exporters
COMMODITIES
Monday, 07 Sep 2020


KUCHING: Malaysian plywood manufacturers’ exports of panel products to their key market in Japan have been hit hard by the drastic cut in imports by the Japanese buyers.

Adding to the weak export demand is the soft prices of plywood products which have hurt the bottom line of Malaysian suppliers.


Malaysian manufacturers are also losing their market share in Japan to Indonesian plywood manufacturers and Japan’s softwood plywood producers.

Plywood manufacturers in Sarawak have raised the prices of their products to offset the high production costs brought about by the steep hike in timber premium as well as rehabilitation and development cess, thereby making their products less competitive in the export market.


In the first six months of 2020 (1H20), Japan’s plywood imports volume fell by 28% compared to 1H19, with Indonesia and Malaysia accounting for more than 80% of that country’s total plywood imports.

Posted by Mikecyc > 2020-11-15 21:33 |

Post removed.Why?

Posted by Mikecyc > 2020-11-15 21:34 | Report Abuse

>> Similarly, Jaya Tiasa Holdings Bhd said the group’s timber business incurred a higher operating loss of RM8.98mil in the latest quarter from a loss of RM1.66mil a year ago due to weaker average selling prices of plywood and all other timber products.

Posted by Mikecyc > 2020-11-15 21:37 | Report Abuse

TOUGH TIME FOR PLYWOOD MANUFACTURERS IN MALAYSIA
11-03-2020
Malaysia,plywood manufacturers,Indonesian suppliers,Japan,supply

Malaysian plywood manufacturers have lost market share in Japan, their key export market, due to stiff competition from Indonesian suppliers and the sharp increase in local production of plywood from domestic softwood resources.

Statistics from the Sarawak Timber Industry Development Corp. (STIDC) reveal that Sarawak plywood export volumes fell to about 1.12 million cubic metres, worth RM2.26 bil (FOB), in 2019 from 1.43 million cubic metres (RM3.03 bil) in 2018 and 1.74 million cubic metres (RM3.27 bil) in 2017.

Despite the drop in sales, in 2019 Japan was the top buyer of Sarawak plywood absorbing 733,051 cubic metres (RM1.59 bil) or more than 70 per cent of the state’s total plywood exports. Sarawak log export volumes dropped to 1.29 million cubic metres worth RM722.2mil in 2019 against 1.42 million cubic metres valued at RM773 mil in 2018.

Posted by stockraider > 2020-11-15 21:38 | Report Abuse

Again this sohai mike do not understand everything all reset when cpo go above Rm 2800 loh....!!

Do not listen to this sohai mike loh...!!

The upside is coming soon mah...!!

Jtiasa & wtk can be strong buy loh...!!

Btw world plywood also hit a all time high price recently mah...!!

Posted by Mikecyc > Nov 15, 2020 9:33 PM | Report Abuse

“In June, arrivals from Malaysia were down 26% compared to May (2020) and year-on-year, June imports were around 13% down.

“In contrast, the volume of June imports from Indonesia was around the same level in May and were marginally lower than in June 2019, ” said International Tropical Timber Organisation (ITTO) in its latest Tropical Timber Market Report (Aug 16-31).

Indonesia has overtaken Malaysia in exporting 407,400 cubic metres of plywood to Japan in 1H20 from 380,200 cubic metres in 1H19.

Japan also imports plywood products from China and Vietnam.

According to WTK Holdings Bhd, its plywood revenue in the April-June 2020 quarter (2Q20) slumped by 30% because of weaker demand from Japan, which was affected by the slowdown of construction and new houses.

Coupled with a 89% plunge in logs revenue in 2Q20, WTK recorded a sharp drop in timber turnover to RM49mil (2Q19: RM111.7mil) and widened segment’s loss to RM13.8mil (-RM7.4mil).

Going forward, WTK said the demand for its plywood from Japan and logs from key market India is expected to remain soft.

Posted by KAQ4468 > 2020-11-15 21:58 | Report Abuse

Hidup CPO

Tanam sawit berbuah duit

Posted by KAQ4468 > 2020-11-15 21:58 | Report Abuse

Next year kaya kaw kaw

Posted by calvintaneng > 2020-11-15 22:02 | Report Abuse

NEXT YEAR KAYA?

OF COURSE YES!!!

SEE THIS

https://markets.businessinsider.com/commodities/palm-oil-price

Posted by KAQ4468 > 2020-11-15 22:07 | Report Abuse

Aiyoooo Calvin

Next year see u at Pulau Sentosa

Posted by KAQ4468 > 2020-11-15 22:08 | Report Abuse

I bring my new wife

Posted by KAQ4468 > 2020-11-15 22:08 | Report Abuse

Janda anak 5

Can laaa

Posted by stockraider > 2020-11-15 22:55 | Report Abuse

Peter Lim Made His First Billion From Investing In Palm Oil
As a private investor, Lim has interests in sectors from palm oil to medical.

He got involved in a start-up Indonesian palm oil company, Wilmar International, and invested $10 million in 1996.

Unfortunately, in the next year, the Indonesian economy was weakening and then the Indonesian currency fell from 2,500 rupiah against the US dollar to 16,000 rupiah. The nation’s economy would go on to be impacted badly by the 1997 Asian Financial Crisis.

However, Lim shouldered on as he saw the potential in palm oil.

You have to invest with a longer-term mindset. You buy a good stock, leave it there for 10 years. Come 10 years, this dollar can be many, many multiples. The minimum length of my investments are five to six years, if not 10 to 12 years. – Peter Lim, in an interview with The Business Times in 2007
Fast forward 10 years later, businessman Robert Kuok decided to inject his Malaysian palm oil operations into Wilmar in 2007 after the demand for palm oil shot up.

It came after a Food And Drug Administration (FDA) ruling mandating the labeling of trans fatty acids on the Nutrition Facts label and food manufacturers began eliminating trans fats from their products and substituting them with palm oil.

Wilmer’s imports to the United States alone increased by nearly 60 per cent. The increased use of biofuels at the expense of fossil fuels also contributed significantly to demand.

As a result, Lim’s wealth grew exponentially and the value of his investment in palm oil swelled.

My Indonesian partner was asking me the other day: How the hell did we make so much money?
Up to a point after people tell you a story and a vision, don’t write it off. Sometimes it comes true. You just make sure that if it doesn’t come true, you don’t get hurt too much.

– Peter Lim in an interview with The Business Times in 2007
In 2010, Lim cashed out his shares in Wilmer for US$1.5 billion — his first billion dollar fortune.

Posted by Mikecyc > 2020-11-15 22:58 |

Post removed.Why?

Posted by stockraider > 2020-11-15 22:59 | Report Abuse

Patience Is Our Biggest Asset

Peter Lim made his wealth through patient, long-term investing.

He does not like to trade – which is to buy one day and sell the next to lock in profits.

He said that “people who get rich are those who buy a company, build it, run it.”

It takes time for businesses to grow; they certainly do not flourish overnight.

He also did not worry about the short-term fluctuations of the stock market.

One time, the Singapore’s stock market took a sharp nosedive, wiping out more than $100 million of his stock’s value.

However, Lim was unruffled. Having been through many crashes and financial crises, he knew that things would turn out fine after all, and it did.

Interestingly, Lim got to where he is today through a mixture of savvy investing and sheer grit.

His story showed us that in order to succeed, we need to have the patience to grow a business instead of looking for short-term gains.

INSAS IS A REAL PATIENCE INVESTING LOH...!!

Posted by YahKoboi > 2020-11-15 23:16 | Report Abuse

wow tauke semua ada dalam...

Posted by stockraider > 2020-11-15 23:20 | Report Abuse

LET GENERAL RAIDER & SIFU CALVIN CONTINUE KYY UNSUCCESSFUL JOURNEY ON JAYA TIASA LOH...!!

WHY KYY FAILED ON JAYA TIASA WHEN GENERAL RAIDER & SIFU CALVIN ARE EXPECTED TO SUCCEED HERE LEH ??

THE KEY BOIL DOWNS TO VALUATION...VALUATION....& VALUATION, WE ENTER JTIASA AT A REASONABLE PRICE WITH BIG MARGIN OF SAFETY & WHERE THERE IS STRONG UPSIDE POTENTIAL OF PALMOIL PRICE AT SUSTAINED LEVEL MAH...!!

Posted by Mikecyc > 2020-11-16 00:18 |

Post removed.Why?

Posted by Keyman188 > 2020-11-16 00:43 | Report Abuse

Wahhh......Keyman188 saw conman using Jul 2013 "Under" blog to cheat market retailers again......

Haizzz......seem like this forum more & more less quality ready due to so many conman liar flying around......

Keyman188 ready pity newbies without not much knowledge at this forum.....

Posted by Godllub > 2020-11-16 05:02 | Report Abuse

According to other forum mikecyc is a conman.,
Pls do not trust his info
Pls study diligently by ourselves before make a decision for investment

Tq

Posted by Mikecyc > 2020-11-16 06:21 |

Post removed.Why?