Posted by novice2020 > 2022-03-11 09:50 | Report Abuse

https://bepi.mpob.gov.my/admin2/price_local_daily_view_cpo_msia.php?more=Y&jenis=3M

1. Strong average CPO price in January and February 2021.
2. The average CPO price for March so far has been fantastic.
3. It seems like high CPO price will be sustained for some time. Metaphorically, you cannot slow down a speeding train immediately.
4. If the average CPO price is sustained at even RM 4000-5000 over the next 1-2 quarters, FY 2022 results will be good.
5. Both MHC and Cepat are well managed companies in good time or bad time.

Make your own judgement on investment.

Posted by markgold > 2022-03-11 09:54 | Report Abuse

Agree. My top investment in plantation stocks are MHC and Cepat.

Posted by investor2021trading > 2022-03-11 10:12 | Report Abuse

CPO price is on d increase again! on 10/03/22, CPO price has rise to RM7511.50/tonne. Although their planted hectarage r small, their mills r running at full capacity! MHC palm oil mill(s) r buying n processing >60% of outside crop for CPO production! shortages of ffb harvesters n mill workers r not a problem.

Posted by markgold > 2022-03-11 10:17 | Report Abuse

Thanks investor2021trading for your info.

Posted by novice2020 > 2022-03-11 10:21 | Report Abuse

MHC and Cepat have powers plant selling electricity, will they be getting higher sale price for their electricity considering the current high price of oil and gas? Anyone can enlighten on this ?

Posted by investor2021trading > 2022-03-11 12:17 | Report Abuse

- if u study d Feb. '22 production figures of MHC:
FFB = 9005 M.Tons ; CPO = 9653 M.Tonnes ; Kernel = 1591 M.Tons
- u will noticed that they processed more ffb than what was harvested from their plantation!
- a lot of smallholders n smaller plantations r selling their ffb crop to their mill.

If they pay RM1000 per ton ffb for outside ffb n they can processed 0.22 M.Tonnes CPO (i.e. 22% OER), they can easily made a profit margin of RM600/M.Ton outside ffb processed in their mill. Isn't that a whopping profits?

Posted by investor2021trading > 2022-03-11 12:33 | Report Abuse

if they pay RM1000/M.Tons ffb for outside ffb purchased compared to their owned plantation ffb production at RM2200/M.Ton, their savings is RM1200/M.Ton ffb.

Posted by novice2020 > 2022-03-11 14:08 | Report Abuse

@investor2021trading, Is the production cost of RM2200/ton for CPO or FFB? Please also take note that MHC's production figures included Cepat numbers.

Posted by investor2021trading > 2022-03-11 14:11 | Report Abuse

gud sign is MHC does not execute bonus issue, rights issues, pp, share splits, etc... since July 2012! not like other companies keep issuing PP, BI, RI or share split when their revenue or profits goes up or down! some even do shares consolidation to raise their traded price disadvantaging their royal n long term shareholders! their NOSH is low at 196.54m n showed no intention of doing all these nonsense to raise money!

Posted by novice2020 > 2022-03-11 14:11 | Report Abuse

For FY 2020, MHC's EPS was 6.76 cents and the dividend payout was 4 cents.

For FY2021, MHC's EPS was 21.36 cents, what will be the dividend payout in the April's announcement? hmm...

Posted by investor2021trading > 2022-03-11 14:25 | Report Abuse

@novice2020, d production cost is for ffb (normally RM1800 to RM2200 per ton ffb). Palm oil mill is ard RM1100 per tonne CPO. Efficient mill hv 22% to 23% oil extraction rate (oer) but less efficient mill can only achieved 19% to 20% oer. Take note that with higher ffb tonnage processed at mill, a 1% extra oer per ton ffb equates to huge profits!

MHC production figures does not include Cepatwawasan as they r of different company/entity with their respective financial accounting/reports!

Posted by joerakmo > 2022-03-11 14:43 | Report Abuse

FY20 dividend was1.5sen. the 4sen was for FY21.Assuming 50% payout can look forward to 6.5sen, if more its better.

Posted by joerakmo > 2022-03-11 15:33 | Report Abuse

@novice,investor
Go look at Cepat and MHC quarterly report.They rank amongst the top in transparency in reporting on their production and financials.
The 'green' (environmental) and the 'gold'($$) is in their conversion of waste to energy.ie EFB (empty fruit bunch) ,EFB oil and biogas.Electricity FIT(feed in tariff) cannot be changed but they can sell off the excess EFB and EFB oil. all lumped together in Power generation which contributes between 16-20% of profit

Posted by novice2020 > 2022-03-11 15:49 | Report Abuse

In April 2021, MHC declared interim and special dividends for a total of 4 cents based on 2020"s EPS of 6.76 cents ( 60% of 2020's earning), I hope in April 2022, MHC can declare dividend of 10-12 cents based on 2021's EPS of 21,36 cents. Possible?

Posted by novice2020 > 2022-03-11 16:22 | Report Abuse

@joerakmo, Thanks for your info. Much appreciated.

Posted by 8899EL8899 > 2022-03-12 14:44 | Report Abuse

cpo bull run 40%, mhc only up 20%,.......when cpo drop 10%, mhc drop 20% ,......what a life !

Posted by Chon888 > 2022-03-13 23:17 | Report Abuse

Most probably many investors still unaware
that MHC.is still undervalued.

Posted by markgold > 2022-03-14 11:24 | Report Abuse

Relax, enjoy coffee and wait for good time ahead.

Posted by novice2020 > 2022-03-14 11:59 | Report Abuse

Agree with you Markgold. Look at the below chart, even if CPO price goes down to 4k-5K, plenty of profits for Cepat and MHC. The FY 2021 results validated this consideration. Most importantly, the companies are well managed. Stay cool Bro.

https://bepi.mpob.gov.my/admin2/price_local_daily_view_cpo_msia.php?mo...

Posted by Lukesharewalker > 2022-03-14 12:32 | Report Abuse

Production dropped 40%

Posted by novice2020 > 2022-03-14 13:08 | Report Abuse

For plantation business, Production comparison has to be made on year to year basis and not quarter to quarter basis.

Posted by 8899EL8899 > 2022-03-14 15:37 | Report Abuse

palm oil is buyer market now,.........price getting weaker.

Posted by JBond007 > 2022-03-17 22:42 | Report Abuse

Very good monthly production figures.
Fresh Fruit Bunch (Metric Tonnes):
9005 (Feb 22), 10599 (Jan 22), 11834 (Dec 21), 13119 (Nov 21), 13958 (Oct 21)
8617 (Feb 21), 9907 (Jan 21), 11212 (Dec 20), 14106 (Nov 20), 12464 (Oct 20)
Crude Palm Oil (Metric Tonnes)
5693 (Feb 22), 6411 (Jan 22), 7854 (Dec 21), 8645 (Nov 21), 9889 (Oct 21)
4173 (Feb 21), 5610 (Jan 21), 6423 (Dec 20), 7549 (Nov 20), 6833 (Oct 20)
Palm Kernel (Metric Tonnes)
1591 (Feb 22), 1794 (Jan 22), 2219 (Dec 21), 2273 (Nov 21), 2717 (Oct 21)
1174 (Feb 21), 1547 (Jan 21), 1713 (Dec 20), 2054 (Nov 20), 1777 (Oct 20)

Posted by markgold > 2022-03-22 10:57 | Report Abuse

Starting new uptrend ?

Posted by ASOH77 > 2022-03-26 09:01 | Report Abuse

Good monrnig. Good sifu recommendation & comments. BUT alas, not moving yet...when?

Posted by ASOH77 > 2022-03-26 09:01 | Report Abuse

maybe i just move to others

Posted by StartOfTheBull > 2022-03-27 17:06 | Report Abuse

MHC is undervalued compared to other oil palm stocks but unfortunately it rides on it's peers.
I believe if plantations stocks surge this week it will likely follow. I don't see any downside risk for now. Patience is important.

Posted by treasure_seeker > 2022-03-27 22:36 | Report Abuse

only for investors, not for speculators..

Posted by ASOH77 > 2022-03-28 07:33 | Report Abuse

Thanks,

Posted by markgold > 2022-03-28 10:54 | Report Abuse

www.baidu.com.cn world news reported cooking oil in Indonesia, Spain ... are running out of stock.

Posted by markgold > 2022-03-28 11:19 | Report Abuse

Shortage of cooking oil issue will worsen if the Ukraine war continue until June 2022.

Posted by hoot9e996 > 2022-03-28 11:23 | Report Abuse

these shortage are "short term" because people are panicking stocking up, in fear of shortage + price increase.

Posted by joerakmo > 2022-03-28 18:00 | Report Abuse

@hoot You may be right but does that not apply to chips,metals and fuel prices?
Nothing worries governments more than food and fuel shortages.

Posted by soon9913 > 2022-03-29 00:20 | Report Abuse

declare good div soon.. hopefully 10 to 12 cents!!

Posted by joerakmo > 2022-03-29 10:45 | Report Abuse

Cepat announced div yesterday so MHC likely announce today.

Posted by investor2021trading > 2022-03-29 20:03 | Report Abuse

KUALA LUMPUR (March 29): Malaysia is prepared to assist the UK and Europe over their impending edible seed oil supply crisis, said Plantation Industries and Commodities Minister Datuk Zuraida Kamaruddin.

"Should UK and other European nations need our assistance, we are ready to assist with supplying edible palm oil or cooking oil for their domestic and manufacturing needs".

Posted by koowakzai > 2022-03-29 23:48 | Report Abuse

Dear MHC thanks investor. I want to ask. Cepat declare 4 sen dividend. MHC hold 28-30 % of Cepat share. Does the dividend income will be reflected in Q2 report ? IF yes, mean Q2 result will be even higher than upcoming Q1 result. Am i right ?

Posted by StartOfTheBull > 2022-03-30 09:50 | Report Abuse

Canola oil rebounded from low; no reason to worry FCPO will drop much.

Posted by Dakewlest > 2022-03-30 13:31 | Report Abuse

Div sudah announced. Total 6 sen per share.

Posted by chshzhd > 2022-03-30 14:24 | Report Abuse

dy5%

Posted by soon9913 > 2022-03-30 14:27 | Report Abuse

Good dividend!.. potential another div this year too!!

Posted by markgold > 2022-03-30 14:33 | Report Abuse

Dividend 6 sen below expectation.

Posted by StartOfTheBull > 2022-03-30 14:52 | Report Abuse

Balance of profit saved for rainy days.

Posted by gemfinder > 2022-03-30 17:26 | Report Abuse

Stingy management

Posted by StartOfTheBull > 2022-03-30 22:26 | Report Abuse

Most commodities rebounded, FCPO expected to follow. Chance for price moving higher tomorrow.

Posted by investor2021trading > 2022-04-03 11:55 | Report Abuse

The A380 just completed a demonstration flight fueled solely by cooking oil, as first reported by CNN. On March 25, the plane took off from Toulouse’s Blagnac Airport, fueled by Sustainable Aviation Fuel (commonly known as SAF), which is essentially formed of cooking oil and waste. The whole trip was powered by a single Rolls-Royce Trent 900 engine. On March 29, it conducted another test flight with another A380, this time from Toulouse to Nice, using the same fuel. The second flight examined the performance of the fuel during takeoff and landing.

Posted by StartOfTheBull > 2022-04-03 12:26 | Report Abuse

https://www.theguardian.com/environment/2022/apr/02/global-food-price-fears-as-ukraine-farmers-forced-to-reduce-crop-planting

Food shortages is expected to continue until 2023 or beyond.

Posted by novice2020 > 2022-04-04 10:03 | Report Abuse

Dividend of 6 cents per share is okay but below expectation. However, another important consideration in investment is the stock price appreciation, which will be dependent on the company's performance. MHC's performance is as follows:
1. P/E ratio:5.6
2.DY :5.0
3. ROE : 14.7
4. CAGR revenue : 11.9
5. CAGR PAT : 36.

How many companies in KLSE have such solid results? If you do identify such companies, would appreciate it if you could share the info here. Thank you.

Posted by StartOfTheBull > 2022-04-04 10:35 | Report Abuse

Established in year 1960; 62 years in business and profitable and one of the most undervalued plantations stock now which investors choose to ignore.

Posted by investor2021trading > 2022-04-04 10:58 | Report Abuse

Coming dividend payment on Plantation stocks to ponder:
Posted by investor2021trading > 1 day ago | Report Abuse

no problem, after ex-dividend(4cents) on 13/04/22, Cepat investors can moves to MHC to get d dividend(6cents) on ex-date 15/04/22!

Posted by CSOON 77 > 1 day ago | Report Abuse

Form Tsh to Cepat then moves to Mhc