Posted by stockraider > 2 months ago | Report Abuse

Use common sense lah!

Must match same production season of each period to get accurate picture mah!

Lu tau boh ?

Remember this loh!

Posted by gemfinder > 2 months ago | Report Abuse

Then no need to compare loh. If cpo px start droping, ppl oredi start dump. So it is qoq not yoy

Posted by stockraider > 2 months ago | Report Abuse

Lu pakai otak lah!

Investment like that mah!

If u own a property in bangsar worth Rm 3.0m n rented for rm 5000 a month....if rented rate drop.....to rm 4000.....do u want to dump the property at rm 2m meh ?

No mah....u pakai otak sikit mah!

U understand loh!

Lu tau boh ?

Posted by novice2020 > 2 months ago | Report Abuse

No worry lah.From the historical data,. 1st Q is the lowest production Q. After that keep on increase quatetly from 2Q to 4Q. Result will be getting better and better. To make money in KLSE, patience is a perquisite. Cool.

Posted by s3phiroth > 2 months ago | Report Abuse

Only noob will compare qoq when everyone knows that palm oil production has a strong seasonal up and down.

Posted by JJPTR > 2 months ago | Report Abuse

aiya cost only 1500 rgt
now selling 6500 rgt
300% profit margin
seasonal 5% fluctuation no need to count la
300%-5%=295%

Posted by s3phiroth > 2 months ago | Report Abuse

Yes Q1 production always the lowest. This is the nature of palm oil tree and no one can change it!

Posted by novice2020 > 2 months ago | Report Abuse

Bplant and Cepat already crossed the all time high price. When will be MHC turn?

Posted by LossAversion > 2 months ago | Report Abuse

MHC tortoise!!!

Posted by Johnzhang > 2 months ago | Report Abuse

MHC should worth more than $2 . It earned 21.36 sen per share in 2021. With robust CPO price , it shall make much
more this year

Posted by koowakzai > 2 months ago | Report Abuse

The only few palm oil below NTA. It clearly undervalue among the peers. Buy call and reap the rewards

Posted by Chon888 > 2 months ago | Report Abuse

MHC IS A SOLID COUNTER WITH A SMALL PAID UP SHARE CAPITAL. IT HAS BEEN MAKING CONSIDERABLE PROFITS AND HAS BEEN PAYING REASONABLE DIVIDENDS YEAR AFTER YEAR. A VALUABLE COUNTER TO KEEP.
THERE COULD BE A POSSIBLITY OF BONUS ISSUE, BUT I DON'T KNOW WHEN. JUST MY OPINION. NOT A BUY OR SELL CALL.

Posted by stockraider > 2 months ago | Report Abuse

Correctloh.....Cpo cash mkt up more than Rm 500 to more than Rm 7400 loh!

The future july up more than Rm 380 to more than Rm 6700 mah!

Very bullish price upgrade mah!

Big profit coming loh!

Posted by Johnzhang > 2 months ago | Report Abuse

Indonesia flip flop policy caused the correction

Posted by novice2020 > 2 months ago | Report Abuse

I think whether Indonesia ban crude palm oil or Palm olein, it will still boost the price of CPO. If there are less palm olein for sale to the world market, SBO and other oils demand will increase and push up the price. This will also cause the overseas refinery to increase the demand for CPO to refine into palm olein.

Does this sound logical? Please advise. Thanks.

Posted by s3phiroth > 2 months ago | Report Abuse

actually CRUDE palm oil is only a 20-40% of their palm oil export only. Majority of their export is PROCESSED palm oil which is currently ban.

Posted by s3phiroth > 2 months ago | Report Abuse

go google yourself.

Posted by LossAversion > 2 months ago | Report Abuse

Don't forget to include the shortage of sunflower oil (interrupted due to the Ukraine war) into the palm oil equation. Also to factor in the impact of the affected supply of fertilizers from Russia onto the cost and yield on oilseed crops.

Posted by novice2020 > 2 months ago | Report Abuse

@s3phiroth, Thanks.

BTW, based on the latest MHC's annual report, the following info are the positive :-

1. The management affirms that CPO price will remain at good price level for 2022.
2. Earning from power plant will likely increase as compare to last year ( equipment breakdown and MCO restrictions in 2021)
3. MHC uses organic fertilizers to reduce input cost.
4. Cash on hand + Investment is higher than the debt. Positive cash position.
5. Optimize replanting to achieve higher production.
6. In good compliance with ESG requirements.

This is a well managed company. Make your own investment judgement.

Posted by stockraider > 2 months ago | Report Abuse

Very steady loh!

Posted by soon9913 > 2 months ago | Report Abuse

look forward record high dividend and profit! very well managed company

Posted by markgold > 2 months ago | Report Abuse

Buying additional MHC today.

Posted by soon9913 > 1 month ago | Report Abuse

price is still cheap

Posted by Kenokaya > 1 month ago | Report Abuse

Why plantation stock all drop today?

Posted by 8899EL8899 > 1 month ago | Report Abuse

mhc ,.....up like snail,......down like falling rock,......better play commodity than buying plantation stocks,.....plantation company like all poor farmer,.......they don`t make much money,.....only the middle man profiting their hard work,......

Posted by markgold > 1 month ago | Report Abuse

Whole world stock market affected by US stock market.

Posted by markgold > 1 month ago | Report Abuse

Foreign fund outflow from Malaysia.

Posted by 8899EL8899 > 1 month ago | Report Abuse

ports in ukraine will be allowed to export food ,.......ample supply of sun flower oil soon,.......

Posted by novice2020 > 1 month ago | Report Abuse

Good production numbers in April whereby average CPO price was RM6678.

Posted by Johnzhang > 1 month ago | Report Abuse

Cepat has today reported 172% increase of profit yoy. MHC results will be fantastic too.

Posted by stockraider > 1 month ago | Report Abuse

Lu tau boh ??

At the moment plantation stock are price modestly using sustainable cpo price of Rm 4000 mah!

With the current price above Rm 6000, even if indonesia comeback to the export mkt....that will not affect plantation share price bcos it is not overvalue....as it is not value base on cpo rm 6000 mah!

Posted by stockraider > 1 month ago | Report Abuse

Do not be silly lah!

Must compare like with like mah!

That means q1 2022 v q1 2021 mah! In short u cannot compare winter season v summer season mah! U cannot compare q1 2022 with q4 2021 loh!

Bcos got seasonal production issue mah!
Posted by Jonathan Keung > 2 minutes ago | Report Abuse

That ku ku brain simply shout . ...blah blah. Cepatwawasan profit -36% QtoQ.... Actual profit triple up in 1st Qtr from 5.6 million to 15.2 million. BPlant earnings & profit will be higher similarly 3+ times and higher in coming QtoQ announcement

Posted by gemfinder > 1 month ago | Report Abuse

Poor result

Posted by Johnzhang > 1 month ago | Report Abuse

Very good results instead! Profit increase 67% yoy!

Posted by gemfinder > 1 month ago | Report Abuse

no need to c yoy. if yoy oso drop, can throw into dustbin oredi

Posted by gemfinder > 1 month ago | Report Abuse

no need to c yoy. if yoy oso drop, can throw into dustbin oredi

Posted by gemfinder > 1 month ago | Report Abuse

no need to c yoy. if yoy oso drop, can throw into dustbin oredi

Posted by novice2020 > 1 month ago | Report Abuse

First quarter EPS of 5.84 cents for a stock price of RM1.20, this translates to a yield of 4.87%. How many stocks in KLSE with this kind of yield?. This is only for one quarter. With higher production figures in 2nd quarter and the good average CPO (easily above Rm6500) in April and May, what will be the estimated EPS in 2nd quarter? Based on these considerations, what will then be the qoq or yoy results comparison for 2nd quarter?

Be patient.

Posted by stockraider > 1 month ago | Report Abuse

Memang benar be patient loh!

Posted by treasure_seeker > 1 month ago | Report Abuse

yup, very good result indeed.. comparing q1 to q1

Posted by ce0808 > 1 month ago | Report Abuse

MHC coming AGM on 27/5, anyone attended past AGM before? mind to share whether it's worth to go or not

Posted by Johnzhang > 1 month ago | Report Abuse

Investors should try to attend to voice out strongly the requests for management to set very clear dividend policy. I will be there .

Posted by stockraider > 1 month ago | Report Abuse

U go so far away to attend AGM, worth it meh ?

Posted by ce0808 > 1 month ago | Report Abuse

worth it if able to get confidents there

Posted by stockraider > 1 month ago | Report Abuse

The sustainable price for cpo should be Rm 4000 to Rm 4500, even if it is Rm 4000, it is already a historical record high mah!

Of course 2022 is exceptional....its yr record high todate is above rm 8,000 mah!

The plantation valuation is modest....using cpo price of Rm 4000 despite now still above rm 6000 loh.....!

Thus alot of value in plantation stock mah!

Posted by sethoylo > 1 month ago | Report Abuse

should payout at least 50% of its profit..

Posted by stockraider > 1 month ago | Report Abuse

Good vibes loh!

Despite indo lift export ban which mean cpo price will fall......but the cpo price still shoot up mah!

Posted by novice2020 > 1 month ago | Report Abuse

FCPO price up, stock price down. Apa ini?