Posted by Johnzhang > 2021-12-21 08:59 | Report Abuse

KUALA LUMPUR, Dec 20 -- The production of crude palm oil is expected to return in earnest next year in both Malaysia and Indonesia, OCBC Treasury Research said.

With the Malaysian Palm Oil Board’s (MPOB) palm stocks returning above two million tonnes in the third quarter of 2022, it means prices are expected to remain supported through the first half of 2022, it said in its Commodity Outlook 2022.

“In addition, our expectations of higher soybean prices mean the palm complex is also expected to be lifted higher,” the research house said.

OCBC has forecast palm oil to be RM4,750 next year.

Posted by Johnzhang > 2021-12-21 09:00 | Report Abuse

Even if CPO maintain $4,000 , plantation companies earning will be very good too.

Posted by Lukesharewalker > 2021-12-30 12:29 | Report Abuse

Based on the monthly production figures earnings should exceed last QR. Buy

Posted by Lukesharewalker > 2022-01-04 09:31 | Report Abuse

Break out. Cpo at 5100. Palm oil stocks started to rally

Posted by Johnzhang > 2022-01-05 06:18 | Report Abuse

CPO avg Q4 21 is $5,154 which is 17% higher than last Q..
MHC's Jan-Sept 21 EPS is 13.95 sen
Est EPS Q4 21 is 6.5 sen
FY21 EPS shall be 20.45 sen.
Share price @ 4/1/22 92.5 sen
PE is( 92.5/20.45) = 4,5X
% return on share price is (20.45/92.5 )=22%
If dividend payout is 50%, DY is 11%

Posted by joerakmo > 2022-01-05 09:22 | Report Abuse

@john
going forward possible 6.25% yield in 3 months...thats more important for decision making than historical DY
BTW historical and going forward INNO is better

Posted by Johnzhang > 2022-01-05 09:35 | Report Abuse

@joerakmo, MHC only pay one dividend a year which is soon after Q4 result is released .
For Dividend with respect to FY 2021, it will be likely be announced in Feb/March 2022.
For FY 2021, the company is expected to earn 20.45 sen. What you think the dividend will be (final and/or special) ?

My guess is 10 sen.

Posted by stockraider > 2022-01-05 09:59 | Report Abuse

Good Q4 result coming means higher dividend on the way mah!

Posted by chshzhd > 2022-01-05 10:22 | Report Abuse

good

Posted by joerakmo > 2022-01-05 13:32 | Report Abuse

@john
MHC does not have a firm dividend policy but lately about 50% of eps..
MHC paid out 4cents in April for FY21 so possibly 6cents div

Posted by Lukesharewalker > 2022-01-06 10:15 | Report Abuse

Next stop will challenge 1.04 ....

Posted by stockraider > 2022-01-06 10:20 | Report Abuse

Cpo is strong loh!

Big growth in dividend on the way mah!

Posted by stockraider > 2022-01-06 10:57 | Report Abuse

U see why plantation is the best safe value investment leh ?!

Why leh ??

1. It is traded at attractive price with big discount & margin of safety mah!

2. Plantation land are good hedge of inflation loh!

3. Plantation generate good steady cash flow & earned big forex for the country mah!

4. Plantation give food to the people, thus is a very essential economic sector loh!

5. Plantation are not affected by the risk of very fast technology changes that will make the industry obsolete and disrupt the prospect...This plantaion industry & predictable mah!

6. If u believe long term sustainable cash generating business go for plantation loh!

Posted by ahbah > 2022-01-06 11:17 | Report Abuse

MHC, a plantation stock .... masukkkkkk !!!

Posted by amateurJR > 2022-01-10 16:20 | Report Abuse

MHC is my all time favorite plantation stock

Posted by Fundamental Trader > 2022-01-14 09:08 | Report Abuse

BBB

Posted by Lukesharewalker > 2022-01-20 15:20 | Report Abuse

Buy on weakness. Oil palm price is 5400

Posted by nuke > 2022-01-23 09:03 | Report Abuse

Commodities' prices like palm oil, petroleum, gold, rubber, tin, etc can rise and fall, just like stocks, bonds and even Bitcoin. Bitcoin crashed last week. Be aware and invest/trade with caution.

Posted by stockraider > 2022-01-23 11:31 | Report Abuse

Go for it now...U cannot missed this opportunity loh!

Posted by nuke > Jan 23, 2022 9:03 AM | Report Abuse

Commodities' prices like palm oil, petroleum, gold, rubber, tin, etc can rise and fall, just like stocks, bonds and even Bitcoin. Bitcoin crashed last week. Be aware and invest/trade with caution.

Posted by stockraider > 2022-01-23 12:42 | Report Abuse

Buy b4 too late mah!

Very strong uptrend coming mah!


Posted by NorazmiAR > Jan 22, 2022 11:06 AM | Report Abuse

https://www.theedgemarkets.com/article/cpo-futures-hits-new-high-indon...

The crude palm oil (CPO) futures contract on Bursa Malaysia Derivatives extended its rally to close at RM5,322 a tonne for the April contract.

Singapore-based Palm Oil Analytics owner and co-founder Sathia Varqa said the price surged after the Indonesian government confirmed it will restrict palm oil exports.

Indonesia's foreign trade director-general Indrasari Wisnu Wardhana said Friday the republic will restrict exports to control the supply of domestic cooking oil in the country.

A media report said the restrictions will apply for six months starting Jan 24.

“(Based on) market players’ rumours, most likely the proposal will be 70% domestic supply and 30% export,” Sathia told Bernama.

Palm oil trader David Ng said Indonesia's move to curb palm oil exports will push up demand for Malaysian CPO as the big buyers will continue to search for alternative sources.


Posted by NorazmiAR > Jan 22, 2022 11:51 AM | Report Abuse

Why when palm oil price have reach new all time high but company share price still not moving up?? Other loss making or small profitable company can jump to all time high without much fundamental or news/MOU that may not even materialize. (WOODLANDOR,COMPLETE LOGISTIC, SMTrack)

Why operator want to goreng these unpromising stocks instead of palm oil company that already set in stone strong earning in coming Quarter results? Bursa really is a twisted environment for investment

Posted by Marigold123 > 2022-01-23 12:46 | Report Abuse

really??

liar liar already escaped the boat

Posted by stockraider > 2022-01-23 12:50 | Report Abuse

Just like gloves in the previous early inflexion point b4 it shoot up high high previously....now it is palmoil time mah!

Collect your palmoil stock now loh!

Posted by Lukesharewalker > 2022-01-27 11:06 | Report Abuse

Palm oil price now 5500. Guaranteed good QR for ended March too

Posted by Johnzhang > 2022-01-27 14:24 | Report Abuse

Jan 27): Oil palm planters in Malaysia are confronting a hard truth — behind the red-hot rally in prices are thousands of jobs that nobody wants.

While high prices typically encourage planting and production of crops, output in No. 2 grower Malaysia slumped to a five-year low last year and planters say the main reason for that is the industry’s worst-ever shortage of workers.

The inability to increase supply in response to rising prices goes to the heart of what’s driving palm oil to record highs. Output growth in top producer Indonesia is slowing too. This is important for global food inflation because the two countries account for more than 80% of world supplies, and consumption of the edible oil in everything from food, to detergent and fuel is expanding.

“The volume of palm oil that will come onto the market is more or less fixed and not going to grow very much,” said Julian Conway McGill, Head of South East Asia at LMC International, a consulting firm. “But the world keeps needing more vegetable oil for food. We need to get those yields up.”

Posted by Johnzhang > 2022-01-27 14:59 | Report Abuse

The world got to get use to substantially higher price for palm oil . Due to wild weather arising from climate change , the next soya, canola or sunflower production at northern hemisphere may be at high risk of jeopardy. When that happens, CPO price will be high throughout..

Posted by Johnzhang > 2022-01-27 15:49 | Report Abuse

CPO gone above $5,600 for Feb and March contract!!

Posted by Lukesharewalker > 2022-01-28 09:40 | Report Abuse

Seems to be a road block at 0.96 by operator. Not collected enough?

Posted by Lukesharewalker > 2022-01-28 09:41 | Report Abuse

Meanwhile SOP moving upwards....

Posted by Lukesharewalker > 2022-01-28 12:25 | Report Abuse

Roadblocks out. Next stop 1.00

Posted by Lukesharewalker > 2022-01-28 15:49 | Report Abuse

Think plantations is due for a rerating. Undervalued until its ridiculous. 4 quarters could be eps 20 cents. Now at pe 5. Not to mention the dividends

Posted by Lukesharewalker > 2022-01-28 15:51 | Report Abuse

Plantations could be the gloves stock of 2022

Posted by Johnzhang > 2022-01-28 16:13 | Report Abuse

All the financial numbers can not lies. How long can genuine investors ignore them !

Posted by Lukesharewalker > 2022-01-28 16:24 | Report Abuse

I mean SOP March QR could be eps 30 cents. Now it's pe 3 to 4!

Posted by Lukesharewalker > 2022-01-28 16:25 | Report Abuse

Hello RM1....

Posted by Johnzhang > 2022-01-28 16:27 | Report Abuse

Madness!! FCPO Feb contract surged to $5,750 this afternoon!!

Posted by Lukesharewalker > 2022-01-28 16:31 | Report Abuse

With limited supply it's inevitable to rise...not surprising it will reach 6000

Posted by Johnzhang > 2022-01-28 21:18 | Report Abuse

CPO price has gone crazy already! It closed at a new record of $5,810 this evening! This is the result of Indonesia restricting export volume to adequately supply domestic market.

Posted by nuke > 2022-01-28 22:32 | Report Abuse

@stockraider I bought this some months ago when it was under 0.80sen. Still have it.

Posted by nuke > 2022-01-28 22:34 | Report Abuse

CPO now the most expensive among the 3 top edible oils.
https://www.klsescreener.com/v2/news/view/944281

Posted by nuke > 2022-01-29 09:00 | Report Abuse

The young and strong unemployed should look for jobs in oil palm estates. Insist on the best pay and benefits. Work on 1 or 2-year renewable contracts. They are desperate for workers to increase production and reap the benefits of super-high cpo prices.

Posted by Johnzhang > 2022-02-04 12:02 | Report Abuse

A massive winter storm swept across the central and Northeast US on Thursday where it was delivering heavy snow and ice, making travel treacherous, if not impossible, knocking out power to thousands and closing schools in several states.

Who knows what kind of wild weather will be during the next edible oil crop season . If next edible oil crop harvest in the northern hemisphere is no good , CPO price will stay above $5,000 throughout 2022 until the next crop season in 2023.

Posted by Lukesharewalker > 2022-02-04 12:10 | Report Abuse

Bullish. Break out above 1.00

Posted by Lukesharewalker > 2022-02-04 14:03 | Report Abuse

Estimated forward 4 quarters for 2022 to be between 4 to 7 cents each QR

Posted by Johnzhang > 2022-02-04 14:08 | Report Abuse

PE around 5 x only !!

Posted by markgold > 2022-02-07 10:55 | Report Abuse

During Nov 2021 CPO reached 5000, Investment bank forecast CPOprice sure drop by March 2022. Lately IB forecast CPO price can sustain until May 2022. Their forecast are wrong since Nov 2019 until now. Let see how long they are wrong in their forecast.

Posted by ahbah > 2022-02-07 11:53 | Report Abuse

Mr John is a great mkt analyst !

Listen to him n we all shall be safe, sound n veri rich if we all follow

his investment advice !

Posted by risktoreward > 2022-02-07 12:08 | Report Abuse

Mr John is very calm in analysing markets

Posted by Lukesharewalker > 2022-02-09 09:04 | Report Abuse

Production figures seem to have dropped....

Posted by Johnzhang > 2022-02-09 18:34 | Report Abuse

JAKARTA (Feb 9): Indonesia, the world's top palm oil maker, had expanded its export permit requirement for palm oil products to include other derivatives, a Trade Ministry regulation reviewed by Reuters on Wednesday (Feb 9) showed.

The new rules takes effect on Feb 15, according to the regulation signed on Tuesday, and apply to products such as margarine and kernel oils. The permit requirement was previously only set for exports of crude palm oil (CPO), olein, used cooking oil and residue.

Indonesia moved to restrict exports of palm oil to try to cool down soaring prices of cooking oil at home, which had sent global prices on a rally.

Late in January, it imposed a so-called Domestic Market Obligation (DMO), where exporters must sell 20% of their planned exports at home and with a price cap to ensure lower retail prices.

Under the new regulation, to secure export approvals for all palm products, companies must show proof of their domestic sales of CPO and/or refined, bleached and deodorised palm olein in accordance with the DMO requirements.

Posted by Johnzhang > 2022-02-09 19:09 | Report Abuse

As a result of this news FCPO Feb contract surged $198 , March contract surged $170 this evening