Posted by titan3322 > 2021-11-26 11:24 | Report Abuse

Nah don't miss it again 20 sen dividend coming unlike gloves stock palm oil would be a precious commodity

Posted by titan3322 > 2021-11-26 12:04 | Report Abuse

calvintaneng why all palm oil counters today lousai ? hehe

Posted by serbatipu > 2021-11-26 12:29 | Report Abuse

He on leave today

Posted by titan3322 > 2021-11-26 15:43 | Report Abuse

Haha looks like manipulation lah same beneficiary kot buy lah kaw2

Posted by titan3322 > 2021-11-26 15:50 | Report Abuse

Maybe epf is selling today for the i mesra hehe

Posted by calvintaneng > 2021-11-26 15:55 |

Post removed.Why?

Posted by enning22 > 2021-11-26 15:58 | Report Abuse

concern of European Stock which sharply Lower; New Virus Strain Raises Lockdown Fears

Posted by titan3322 > 2021-11-26 16:00 | Report Abuse

I follow you calvintaneng !

Posted by Johnzhang > 2021-11-26 17:44 | Report Abuse

Fear for a new African mutated Covid variant spark panic selling .

Posted by Mabel > 2021-11-26 18:54 | Report Abuse

Cheers up Team

We are dealing with an industry that feed 8 billion people across the planet.

The global market for Palm Oil estimated at US$42.8 Billion in the year 2020, is projected to reach a revised size of US$57.2 Billion by 2026, growing at a CAGR of 5% over the analysis period. Palm oil is a very productive crop. It offers a far greater yield at a lower cost of production than other vegetable oils. Global production of and demand for palm oil is increasing rapidly

The global production of palm oil was around 75 million metric tons in the marketing year 2020/21, at par from approximately 76 million metric tons in 2019/2020. In that period, Indonesia and Malaysia were the leading exporters of palm oil worldwide. Indonesia accounted for 57% of this (43 million tonnes), and Malaysia produced 27% (22 million tonnes).

The biggest consumers of palm oil are India, the European Union, and China, with the three consuming nearly 50% of world exports.

Palm Oil yields 4-10 times more oil per hectare than other sources of vegetable oil such as soybeans or coconut palms. This makes it an efficient and profitable use of land. The economic value of palm oil translates into jobs, infrastructure and tax revenues. The palm oil yield per hectare is estimated at 8 tons per year at most. Additionally, the profit farmers make per hectare is around 3.4 tons per year. So it’s a good business if managed properly..

To Our Success !

Meow

Posted by PlantBull > 2021-11-27 19:54 | Report Abuse

Covid also need to eat ma..

Posted by Johnzhang > 2021-11-28 13:51 | Report Abuse

There is knee jerk reaction. However, agriculture commodities will very quickly rebound because they are basic needs of people.

Posted by Mabel > 2021-11-28 20:57 | Report Abuse

FCPO price for December 2021 is still moving up to all time high RM 5,900..

FCPO Chart Momentum is still Bullish...

To Our Success

Meow

Posted by calvintaneng > 2021-11-29 03:05 |

Post removed.Why?

Posted by stockraider > 2021-11-29 07:26 | Report Abuse

All of us know that plantation share traded at huge discount to its historical PE valuation, despite reporting earth shattering record profit due to very strong record cpo prices, but bcos of ESG concern( that are actually unfounded} the mkt is ignoring palmoil stock loh!

Thus as a savvy investors, we need to be Contraian & rational loh!
If funds ignore palmoil stock, thus we can pick it up as a bargain as its fundamental are good investment mah!

Contraian Investor will enjoy good earnings & strong dividends which is the main basic fundamental of all investment in share mah!

Just think logically lah....u actually invest in stock for income mah....not really invest bcos of ESG lah!

Even if u r the minority who invest base on ESG as a sole criteria, if the investment do not generate good return in the long run, u r still screwed mah!

Palmoil is a food & and industrial product....the most efficient vege oil & fats input in the world mah!

Suppose u do not use palm oil & use soya oil instead as an alternative....u need to plant 8x more land to produce the equivalent palmoil mah!

But then soya oil will have even more ESG concern than palmoil mah!

Just imagine At the end, the world wil be paying more for vege oil & fats at the same time degrade the environment even more loh!

Thus it is only logical that the ESG concern on palmoil stock are unfounded given they are no better alternative for better oil & fats thus palmoil is still the best mah!

Thus rationally if u invest in palmoil stock u are protected the ESG, bcos it is the most efficient, at the same time u earn super decent dividend mah!

Furthermore u r well protected from inflation bcos plantation is a proxy of investing in cheap land...a very scarce resources mah!
in this world loh!

Unless u want to migrate to MARS to find new land loh!

Lu Tau Boh ?

Posted by titan3322 > 2021-11-29 09:07 | Report Abuse

Sapu quickly

Posted by Pinky > 2021-11-29 10:04 | Report Abuse

Only dumb orang putih who eat full got nothing to do go do activism like ESG, human rights, fight for migrants etc

ZZZzzz

Posted by Johnzhang > 2021-11-29 10:09 | Report Abuse

ESG politics will eventually curtail CPO supply and will push price higher and accelerate plantation assets appreciation.

Posted by Pinky > 2021-11-29 10:32 | Report Abuse

Eh why suddenly U-turn XD

Posted by serbatipu > 2021-11-29 11:45 | Report Abuse

U-turn bcoz insider macam know something to announce soon, bonuxxxxxxxx

Posted by titan3322 > 2021-11-29 12:03 | Report Abuse

Palm oil futures still on the rise

Posted by stockraider > 2021-11-29 13:22 | Report Abuse

Bill Gates is betting big on US farmland – should you? - MoneyWise
theedgemarkets.com
/
theedgemarkets.com

November 29, 2021 11:01 am +08
Bill Gates
Bill Gates

-A+A
(Nov 27): Bill Gates is best known for revolutionizing personal computing, but lately he’s gotten back to the land, MoneyWise reported.

The Microsoft co-founder and his former wife, Melinda, are the top farmland owners in the country, having acquired more than 269,000 acres over the past decade.

Gates made a splash in 2017 when he bought $520 million worth of U.S. farmland from the Canada Pension Plan Investment Board, and he’s continued to invest since.

Farmland returned an average of 11.0% per year between 1992 and 2020, according to research from FarmTogether, an investment platform that allows qualified investors to purchase stakes in U.S. farmland without buying a whole farm. In comparison, the S&P 500 returned only 8.0%.

When considered on a risk-adjusted basis, farmland outperforms the stock market by a wide margin.

It's even better than traditional real estate, better than bonds and gold, MoneyWise reported.

Posted by Johnzhang > 2021-11-29 13:35 | Report Abuse

Agriculture is the future especially with ESG grievances and climate change issues. Farmland is going to be a lot more expensive and agriculture produce price will go higher .

Posted by Thomas Chan Yeu Wai > 2021-11-29 13:46 | Report Abuse

For stocks like TAAN, what goes up must come down, vice versa, at least prefer it that way. Sustainable fluctuations and hopefully inches up to RM4 and beyond and just stay there. Not like those "goreng" stocks.

Posted by stockraider > 2021-11-29 13:50 | Report Abuse

Basic Economics 101...less supply with minor increase in demand due to higher world population every year....food price will increase every year mah!

That means profit will increase for plantation mah!


Posted by Johnzhang > Nov 29, 2021 1:35 PM | Report Abuse

Agriculture is the future especially with ESG grievances and climate change issues. Farmland is going to be a lot more expensive and agriculture produce price will go higher .

Posted by enning22 > 2021-11-29 21:19 | Report Abuse

capital 445m, annual profit 250-300m, dividend 30 sen/per current year.not bad

Posted by risktoreward > 2021-11-30 11:30 | Report Abuse

Entered at 3.26

Posted by Pinky > 2021-11-30 11:33 | Report Abuse

Tempted to take profit...but kena remind myself, 20 sen cum dividend!

Now the price is effectively 3.10 only! :P

Posted by calvintaneng > 2021-12-01 07:55 |

Post removed.Why?

Posted by titan3322 > 2021-12-01 12:12 | Report Abuse

Counter in kuat manipulation bro berjaga2 lah

Posted by calvintaneng > 2021-12-01 12:15 | Report Abuse

TAANN is Very honest and good company!

Posted by titan3322 > 2021-12-01 14:35 | Report Abuse

Taan is honest syndicates are not

Posted by calvintaneng > 2021-12-01 21:09 |

Post removed.Why?

Posted by titan3322 > 2021-12-02 12:25 | Report Abuse

Nah today other plantations up taan down !

Posted by calvintaneng > 2021-12-02 12:27 | Report Abuse

Yes ah
Calvin just added some TAANN on weakness

Posted by titan3322 > 2021-12-02 14:50 | Report Abuse

I follow I follow I will follow you hehe

Posted by wallstreetrookie > 2021-12-02 16:14 | Report Abuse

Actually Calvin you should consider taking profits from plantation stocks already.

Posted by Johnzhang > 2021-12-02 18:37 | Report Abuse

JAKARTA (Dec 2): The global supply of palm oil will see only "minimal growth" in the 2019-2022 period, due to production issues caused by unfavourable weather and labour disruption in Malaysia, leading analyst James Fry said on Thursday.

"It will take another 12 months before Southeast Asian palm oil output is running ahead of its level at the end of 2019," Fry said, despite improved output expected out of Indonesia in the second half of next year.

"In other words, I anticipate three full years with no growth," he told a virtual conference.

Posted by Johnzhang > 2021-12-02 18:56 | Report Abuse

JAKARTA: Malaysia’s palm oil production is only expected to recover after the Muslim fasting month of Ramadan, or by May next year, leading analyst Dorab Mistry told a virtual conference on Thursday.

This is because it will take some time for the impact of relaxed rules allowing new workers in Malaysian plantations to be felt.

Mistry said that Malaysia’s palm production this year will likely stand at 18 million tonnes “at best”, and rise to 19 million tonnes next year.

Posted by titan3322 > 2021-12-03 19:51 | Report Abuse

pang72 don't worry about these forced labour etc issues they will disturb all industries that make super profit like the gloves makers previously except technology stocks bcoz they can't find anything that they can screw you though many Indian IT worrkers they employed are underpaid comparatively. As for Palm oil industries they will continue to do well even it is true that foreing and EPF are reducing their stakes bcoz of ESG issues but they are not always right

Posted by calvintaneng > 2021-12-03 20:25 |

Post removed.Why?

Posted by gladiator > 2021-12-03 21:18 | Report Abuse

US already ban Sime Darby plantation and FGV on force labour yet both made super profit last quarter because most palm oil export to India and China. Taann with low PE and high dividend is very good defensive play in this uncertain time.

Posted by titan3322 > 2021-12-04 12:19 | Report Abuse

@gladiator you are absolutely right !

Posted by stockraider > 2021-12-04 15:01 | Report Abuse

Yes Taann strong buy with good dividend mah!

Posted by Johnzhang > 2021-12-04 17:48 | Report Abuse

https://capital.com/palm-oil-prices-to-stay-firm-above-1-000-tonne-in-2022
Clear earnings visibility for 2022 and possibly 2023 too.

Posted by stockraider > 2021-12-05 11:20 | Report Abuse

THE DANGER FAKE SENSE OF CONFIDENT THIS PHILIP HAS PROJECTED!

Alot of People would have remember Raider had a bet with Philip on QL Rm 6.70 v Insas Rm 0.67 for 2 years loh!
FYI raider had beaten Philip on this for consecutive year 1 & year 2 plus overall win loh!

The main reason why Raider decide to bet is due to arrogrance of Philip belittling Insas & Sifu Sslee which is a very sound margin of safety investment pick loh!

True to raider analysis Insas turn out a better investment than QL loh!
Yes QL is a good company but this Philip has no sense of value by over paying for this stock mah!. Remember W.Buffet says never over pay on your investment bcos it will drag down your return mah!
The valuation metrics of QL do not support QL share price when he bet with Raider loh!

Coming back to Innoprise, Philip recent pick...u will have notice that sifu calvin also promoted this stock loh! As usual General Raider agreed with most of sifu calvin palmoil stock selection as sound especially TAANN and BPlant but Innoprise is one of the few stock in which Raider has big reservation despite giving good decent dividend yield of 7% to 8% pa far exceed most plantation loh!

Why leh ?
1. Innoprise is a concession or Business Reits with very short term expiry coming in about 8 years term....meaning in 8 years time Sabah foundation can just take back their land by not renewing the concession loh!
2. There is a dispute between Sabah foundation and Innoprise on the quantum of the lease rental for the land that innoprise suppose to pay loh! This the sabah govt said Innoprise under paid them for many years loh! If Innoprise will to make good of this payment for many years, the company will not report such a good result anymore loh!
3. Given such a major dispute with the sabah govt the risk of non renewal of the concession is extremely high loh! Even renewed there will be big back payment & much higher future lease Rental needed that will affect its attractiveness of this stock.
4. Most Plantation own their lands with only a few exception like FGV and Innoprise operate on a concession basis loh! Under this model this company does not really benefit from appreciation of land prices which is a natural hedge against inflation mah!

Coming back another Philip high risk pick is yinson! This is touted by Philip as one of the best investment....u will need to becareful on Yinson loh!
1. Yinson has very high borrowings mah!
2. The FPSO has very long gestation period loh!
3. Oil & Gas have negative ESG and the trend are to shunned this type of business in the long run loh! What happen oil & gas collapse, yinson customer can usually just walk away leaving the company to carry the bags loh! This has happened b4 in the case of Armada loh!

I believe Yinson risk is like Serba loh....just be very careful when u look at Yinson...as based on past records Philip analysis had missed many critical area & his analysis are superficial with flaws as in the case of serba & scib. Philip is actually a high risk taker mah!

It is best u go for TAANN if u want to invest base on dividend yield as this stock can give 6%pa to 7%pa but if u want capital gain on land appreciation Bpland is the pick as it has big track of potential commercial & residential land at the cost of plantation mah. Its dividend yield also quite decent at 4% pa to 5% pa loh!
The above stocks is also calvin sifu pick loh!

Posted by calvintaneng > 2021-12-06 13:51 |

Post removed.Why?

Posted by calvintaneng > 2021-12-06 16:16 |

Post removed.Why?

Posted by Johnzhang > 2021-12-06 16:49 | Report Abuse

The most used edible oil (for food, biofuel, industrial ) are in this order :
1. palm oil, 2. Soyoil, 3. Rapeseed, and 4. sunflowerseed oil.
Good to Keep an eye on the supply and price movement of them.
Due to very tight supply of palm oil into next year, the price difference between palm oil and the others have narrowed significantly now. Palm oil used to be at huge price discount to others.

Posted by gemfinder > 2021-12-06 17:08 |

Post removed.Why?