Posted by Jenas Tan > 2021-01-08 16:26 | Report Abuse

no support what so ever.. those said will q are all fakes.. ha

Posted by Mikecyc > 2021-01-08 16:28 |

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Posted by Mikecyc > 2021-01-08 16:31 |

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Posted by Mikecyc > 2021-01-08 16:34 |

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Posted by Sales > 2021-01-08 16:36 | Report Abuse

Don't sell glove, but continue to buy palm

Posted by Mikecyc > 2021-01-08 16:37 | Report Abuse

KUALA LUMPUR: Fitch Ratings expects crude palm oil (CPO) prices to decline in 2021 on higher supply. The firm assumed the prices would average US$560 per tonne over the year, despite some upside risks such as a strong La Nina weather pattern.2020年12月29日

Posted by Mikecyc > 2021-01-08 16:38 |

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Posted by Mikecyc > 2021-01-08 16:39 |

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Posted by Mikecyc > 2021-01-08 16:41 | Report Abuse

Average USD 560 per tonne is RM 2263 loh..

Posted by Mikecyc > 2021-01-08 20:17 |

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Posted by Solomon7 > 2021-01-08 20:25 | Report Abuse

Wait after CNY.. Plantation stock might rally

Posted by Mikecyc > 2021-01-08 22:56 | Report Abuse

Aiya Dec output is not out yet ke ... netx week ke ....

Posted by 4444 > 2021-01-09 10:10 | Report Abuse

Delay meaning not good or drop a lot?

Mikecyc Aiya Dec output is not out yet ke ... netx week ke ....
08/01/2021 10:56 PM

Posted by SDR245 > 2021-01-09 11:23 | Report Abuse

Jtiasa ,TDM potential to go up. Plantation theme play ... matter of time.

Posted by Young Money > 2021-01-09 11:42 | Report Abuse

Jtiasa based sarawak, so no MCO for Sarawak but maybe strict SOP.
A good buy now.
If my information is correct, Jtiasa result is almost last quarter figure.

Posted by stockraider > 2021-01-09 12:57 | Report Abuse

Why the rally on cpo is sustainable leh ??

If u check the cpo spot & future from Jan 2021 to Dec 2021 all prices are above Rm 3000 until November 2021 & only December 2021 is slightly below Rm 3000 but still consider high at around Rm 2970 per tonnes.

For your info, when palmoil is average rm 2500, all the palmoil plantations make good profit mah...!!

Thus the good profit of palmoil company is sustainable very good & the average palmoil price should easily exceed average rm 3000 for 2021 mah...!!

Like calvin sifu says there are Great Safety In Palm Oil Shares loh!


Posted by calvintaneng > Jan 9, 2021 11:49 AM | Report Abuse

Cpo reaching Rm4000

Moving up to Rm4500 and Rm5000 range due to la nina

Hide in great safety of palm oil shares

Posted by chkhooju > 2021-01-09 15:25 | Report Abuse

Supposed to be bulls. But I don't see any, just bears all over the palm trees.

Posted by stockraider > 2021-01-09 18:05 | Report Abuse

Sept Qtr already see good profits loh...!!

Dec Qtr the profits will be much more mah!

Very common sense loh!



Posted by calvintaneng > Jan 9, 2021 5:07 PM | Report Abuse

When they "SEE" THE PROFITS IN FEB 2021 RESULTS THEN MR MARKET WILL WAKE UP AND CHASE

Posted by TheSecret > 2021-01-09 22:08 | Report Abuse

Jia you, Jtiasa
I believe in Jtiasa.
Mesti boleh.

Posted by Steve Ooi > 2021-01-11 00:32 | Report Abuse

Buy all the way down.

Posted by Steve Ooi > 2021-01-11 11:01 | Report Abuse

Cont sapu, after announcement will fly back to 95sen.

Posted by gndthx > 2021-01-11 19:04 | Report Abuse

https://www.theedgemarkets.com/article/plantation-counters-uptrend?fbclid=IwAR2D9uD2Sdjpjl1zEetVFC7-IQpytBGmUUCUPBcqRwtv3rIU7DDv7-udSkE#.X_wO3GQJdZo.facebook

Posted by SDR245 > 2021-01-11 20:20 | Report Abuse

MCO no effect on plantation. Jtiasa steady.

Posted by Mabel > 2021-01-11 21:44 | Report Abuse

OIL PALM PLANTATIONS TO OPERATE AS NORMAL IF MCO IS RE-ENFORCED - Bernama
11-Jan-2021 04:14:12 PM

KUALA LUMPUR, Jan 11 (Bernama) -- The Ministry of Plantation Industries and Commodities (KPPK) has given an assurance that oil palm plantations will be given permission to operate as usual if the government implements the Movement Control Order (MCO) 2.0.

Minister Datuk Dr Mohd Khairuddin Aman Razali said this was important to ensure that palm oil production was not interrupted and the country could continue its commodity exports to the rest of the world.

"We have gone through the MCO 1.0 phase in March 2020 and today we have been through it for almost one year. Of course, we have learned the best way for us to manage the plantations more prudently.

"Besides that, workers in oil palm plantations have always practised social distancing and their jobs require them to distance themselves. Hence, the spread of COVID-19 can be avoided," he told a press conference in conjunction with the Palm Oil Economic Review & Outlook (R&O) today.

Mohd Khairuddin said his ministry was optimistic that the palm oil trade performance would be better this year due to the positive forecast of the country's economy, as well as productivity, which is expected to increase due to good agricultural practices that formed the basis of the Malaysian Sustainable Palm Oil (MPSO) certification scheme.

He said as at Dec 31, 2020, a total of 5.2 million hectares or 88.25 per cent of the 5.9 million hectares under oil palm cultivation in Malaysia have obtained the MSPO certificates.

A total of 434 mills or 96.02 per cent of the 452 palm oil mills have also obtained the MSPO certificates.

Meanwhile, he said Malaysia has decided to file legal action with the World Trade Organisation (WTO) against the European Union's (EU) restrictions on palm oil-based biofuel

Posted by Mikecyc > 2021-01-12 00:49 |

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Posted by Mikecyc > 2021-01-12 10:46 |

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Posted by Mikecyc > 2021-01-12 11:47 | Report Abuse

Date Settlement Price RM
11 Jan 21 3797
8 Jan 21 3830
7 Jan 21 3817
6 Jan 21 3877
5 Jan 21 3755
4 Jan 21 3724
31 Dec 20 3600
30 Dec 20

Posted by Mikecyc > 2021-01-12 11:48 | Report Abuse

2020 Jan to Dec ,Palm oil Exports is decreased by 1,102,195 tons ..




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 1,303,318 1,405,553
Dec 1,624,692 1,398,049
Jan-Dec 17,368,870 18,471,065

Posted by Mikecyc > 2021-01-12 11:50 |

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Posted by Mikecyc > 2021-01-12 15:36 |

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Posted by Mikecyc > 2021-01-12 15:36 |

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Posted by Mikecyc > 2021-01-12 16:17 |

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Posted by Mikecyc > 2021-01-12 16:18 |

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Posted by Jenas Tan > 2021-01-13 00:03 | Report Abuse

Habis.. tmr.. fcpo drop like mad.. as usual.. fcpo drop, jitasa drop, fcpo up, jitasa stay..

Posted by ming > 2021-01-13 01:59 | Report Abuse

U.S Soybean

https://downloads.usda.library.cornell.edu/usda-esmis/files/xg94hp534/mc87qg53q/bc387b55c/grst0121.pdf

Posted by gndthx > 2021-01-13 06:28 | Report Abuse

https://www.investing.com/commodities/us-soybeans $1420

Posted by Mikecyc > 2021-01-13 09:33 | Report Abuse

Date Settlement Price RM
12 Jan 21 3695
11 Jan 21 3797
8 Jan 21 3830
7 Jan 21 3817
6 Jan 21 3877
5 Jan 21 3755
4 Jan 21 3724
31 Dec 20 3600

Posted by Mikecyc > 2021-01-13 09:34 |

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Posted by Mikecyc > 2021-01-13 13:56 | Report Abuse

Jtiasa

Fruit Bunches Revenue P/ Loss

FY21 Q1 326,209 221.10 M 34.84 M
FY20 Q4 238,549 139.26 M (36.11 M)
FY20 Q3 173,388 144.59 M (45.92 M)
FY20 Q2 273,559 186.91 M (7.26 M )
FY20 Q1 425,801 232.53 M 15.77 M

CPO : FFB

FY21 Q1:
July2020 = 20,936 : 117,666
Aug2020 = 20,974 : 114,525
Sept2020 = 16,898 : 94,018

FY21 Q2:
Oct2020 = 14,167 : 79,835
Nov2020 = 12,054 : 66,966
Dec2020 = 11,325 : 59,766

Posted by Mikecyc > 2021-01-13 13:59 |

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Posted by brianklc > 2021-01-13 14:59 | Report Abuse

Dec Q most likely be flat if compared to Sep Q.

Posted by FCM100 > 2021-01-13 15:11 | Report Abuse

It will be a profitable quarter compared to last year corresponding quarter which was loss making. Rough calculation is it will be making around Rm15M net profit.

Posted by Mabel > 2021-01-13 22:31 | Report Abuse

Market now starts talking about commodities super cycle, caused by pandemic as the structural catalyst, eg weaker dollar, limited supply due to closure of mines or shortage of (foreign) workers, stimulate economic activities & therefore commodity consumption, and synchronised efforts by countries to limit the export/ increase tax of agricultural products...

“On January 11th Argentina lifted a ban on corn exports, but imposed a cap. Russia plans to tax wheat exports from mid-February.”

Commodities bull has started. Let see how far it can run.

Looks like Mouse will miss this bull again...

Meow

Posted by MrKiasu > 2021-01-13 22:44 | Report Abuse

when everybody was focusing on the CPO record high price. Many not aware that the log price also trading at four-year record high.
December 31, 2020 287.00
November 30, 2020 285.35
October 31, 2020 283.12
September 30, 2020 282.12
August 31, 2020 280.84
July 31, 2020 278.89
June 30, 2020 276.71
May 31, 2020 277.73
April 30, 2020 276.24
March 31, 2020 276.93
February 29, 2020 270.56
January 31, 2020 272.40

Posted by MrKiasu > 2021-01-13 22:48 | Report Abuse

My rough calculation. Q4 will be pretty handsome top and bottom line.
Estimated revenue 400m, net profit 60m which is double against Q3.

Posted by MrKiasu > 2021-01-13 22:56 | Report Abuse

https://www.theedgemarkets.com/article/jaya-tiasa-valuation-attractive-says-affin-hwang-capital

Posted by Mikecyc > 2021-01-14 08:51 | Report Abuse

Date Settlement Price RM
12 Jan 21 3695
11 Jan 21 3797
8 Jan 21 3830
7 Jan 21 3817
6 Jan 21 3877
5 Jan 21 3755
4 Jan 21 3724
31 Dec 20 3600
30 Dec 20

Posted by Sam Chong > 2021-01-14 12:37 | Report Abuse

Aiyaa... scare what, production drop a bit only ma, buy in some more, is time to buy buy buy, drop more buy more, keep lose money keep buying , cpo price high ma... buy only lo... hahaha... who is losing money??? Where is master Calvin? Why quiet ad???

Posted by Beltland > 2021-01-14 23:33 | Report Abuse

Average cpo price 2020


Oct. rm 2979.50
Nov.rm 3422
Dec rm 3620.15


Average cpo price for coming ortly result roughly rm. 3340.55

Fantastic result coming !!!!




:

Posted by Sam Chong > 2021-01-15 10:01 | Report Abuse

Yeah fantastic result, production
July 117,676
Aug 114,525
Sep 94,018

Oct 79,835
Nov 66,966
Dec 59,766

Cpo price
July 2,519
Aug 2,815
Sep 2,924

Oct 2,979.5
Nov 3,422
Dec 3,620.5

Production drop 40%, price increase 20%, please all in before you miss the boat, this is fantastic result, I already buy more and more since 90+ c, buy more please, master sifu Calvin tan right? Please correct me if I am wrong.