i switched to taann , and sop, and keep a bit of jtiasa ;historically those two companies showed more solid management ability, and profit records are excellent.
don't be so sad , i think this current price 1.35-140 ,could be bottom price , may be can climb abit higher later .next quater could have better result.
Harga cpo sudah tertinggi,i. Bukan tunggu recover spt peperplane 2610 harapkan. Anda tidakikut perkembangan fcpo cuba ke laman bursa tekan view dan lihat fcbo bln dis 2016 , jan 2017 dan seterusnya
In palm oil industry, it is CPO price that make major impact to earning. This is due to once CPO reach certain threshold level. palm company can cover all their cot, and any surplus in CPO price will go directly into its bottom line earning. Therefore, surplus CPO price at can double or even triple palm oil earning.
The threshold level should be on average CPO over month or quarter and on average selling volume. In additional, it is also depend on each different palm oil company on how to manage their stockpile, withholding volume and on selling price.
Lets study the degree on impact on increase in CPO price and production volume over Jtiasa palm oil earning. Based on jtiasa last 2 q result on its palm oil division.
Remark: It clearly shown that CPO price as determine by degree of profit margin (increase in CPO selling price) have much greater impact than production volume (revenue) to determine the profitability of Jtiasa earning
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
10bagger10
1,007 posts
Posted by 10bagger10 > 2016-11-28 12:03 | Report Abuse
I buy pure plantation company first to reap full potential of cpo surge. Any comment about my stretegy?