Time to be a little bit more contraian in view of mkt at reasonable high level mah!
Warren buffet says inflation is definitely coming in view of low interest interest and speculative sign such as bitcoin, rubbish stock price run up sky high and unrealistic stock valuation & expectation and now raw commodities price run up mah!
Bill Gates already bought alot of farmland at low in preparation & in anticipation for the coming armmagedoom coming mah! Why would one the world tech best richest owner switch alot of his investment into farmland, this bcos farmland or value real estate if it is bought at reasonable low price, u cannot go wrong over longterm bcos the availability of land is limited, u cannot manufacture land like bitcoin mah!
Coming back to msia the equivalent to farmland is oil plantation, u still can get it real cheap & it is paying u reasonably good dividend loh...this is the best defensive & offensive play like bill gates and warren buffet had highlighted mah!
As calvin sifu said timber is at record price & palmoil at record price surely some optimism will spillover to plantation & timber share price mah!
But this up 1 to 2 sen is chicken feed mah, why up so little leh ??
Timber & palmoil share r suffering from lack of production mah and also huge impairment losses on its assets mah & previous falling share price mah! Thus they are jittery on recovery of palmoil & timber share loh!! They want to see actual profit b4 jump in loh!! That means if u base on profit...as indicator that means the share price will be lagging loh!
Then why promote Wtk leh ?? 1. The owner , directors and insiders already accumulating quietly without fanfare mah! 2. The palmoil & timber production volume of wtk, mhc, jtiasa, boustead, ijm plant already creeping up loh...this is further support by the record price of its commodities. Just imagine u have higher prices & higher volume....that will be a very important sign of higher big profit coming mah! 3. The share price already corrected over 3 yrs of downtrend previously, when there is a big shakeout of all the weak holders...u can only grow more optimistic as time past by loh! 4. Wtk is sitting on some prime land that invested at a very low cost near major town & city, they are good development mah! 5. With all the liquidity & quantitative easing & low interest rate environment, u can see big inflation will be coming loh...!! Wtk in commodities business plus very big cheap land bank is a very good inflation protector mah!
Based on the above i think wtk , jayatiasa & ijmplant is the best pick to make profit & this is concur by sifu calvin findings also mah!
投资棕榈油的十大理由:超级市场项目中50%的棕榈油及其他产品,Calvin Tan Research
尊敬的i3论坛投资者/交易者,
今天,我们很高兴与您分享投资种植园股票特别是棕榈油带来的巨大好处.。
这些是特优的因素:-
1)棕榈油在所有超级市场商品中占50%
从面包到饼干;牙膏涂口红;从食用油到冰淇淋;从护发霜到洗发水。棕榈油无处不在
想一想没有棕榈油的超市货架会有多空
因此棕榈油已成为一种生命之源
2)棕榈油是地球上最经济的素食油
比大豆,玉米,花生,葵花籽或橄榄油需要更少的土地来生产更多的油
所有其他人将占用更多的土地和劳动力,并将以更高的价格出售。
所以棕榈油有很长的期限
3)棕榈油用途广泛
它可以用作食物,也可以转化为能源
尤其是现在的Biodisel能源正在像大豆,乙醇,大豆,玉米和糖这样的绿色能源被推广
看到乙醇作为燃料仅需每加仑2.31美元(右边是普通汽油,每加仑2.86美元)
玉米,大豆和糖的需求量很大,因为乙醇棕榈油也将成为生物柴油的需求量
4)Joe Biden正在致力于绿色能源
由于棕榈油生物柴油不含硫,因此它是碳中性的
请查阅 Biden's Recovery Plan Bets Big on Clean Energy - The New ... 2021年3月3日-拜登的恢复计划对清洁能源寄予厚望...与应对气候危机息息相关-代表着民主党人在奥巴马政府执政期间的主要行动,气候变化已成为核心问题。 ...“考虑通过基础设施解决气候变化本身并不是一个....
MHC owns 38.5% of Cepat shares, this alone is worth more than 90 Mio based on the current stock price. The current market capitalisation of MHC is about 160 Mio. MHC as a stand alone entity ( without Cepat) only worths about 70 Mio. This counter is certainly very undervalue. Price uptrend of this stock has a long way to go.....
1)Recession-proof business. 2) Strong financial position. 3) Well managed company. 4) Good dividend payout. 5) Sustainable high CPO price. 6) Major shareholder of Cepat. 7) Land assets are very much undervalue. 8)Current price is low by historical standard. 9) Based on monthly production forecasts published, upcoming 1st Quarter results should be good.
Sooner or later, this stock will fly. Hold on tight and wait for the excitement. Vroom.....
Posted by novice2020 > May 12, 2021 2:27 PM | Report Abuse
1)Recession-proof business. 2) Strong financial position. 3) Well managed company. 4) Good dividend payout. 5) Sustainable high CPO price. 6) Major shareholder of Cepat. 7) Land assets are very much undervalue. 8)Current price is low by historical standard. 9) Based on monthly production forecasts published, upcoming 1st Quarter results should be good.
Sooner or later, this stock will fly. Hold on tight and wait for the excitement. Vroom.....
Forget the negative news of ESG. CPO price will remain firm for the full year of 2021. When market sentiment improves, price uptrend will come and sustain. Pandemic will not last forever, hopefully situation in Malaysia will be under control by mid/end June. Be patient.
Solid production numbers for April and May, the production numbers should be good for June. If all goes well, EPS for 2nd quarters will easily exceed 5 cents. This means EPS for the first 2 quarters of 2021 will already exceed EPS for full year of 2020. This counter is deeply undervalue. Time to fly. Wroom....
The share price of this counter defies logic. Good results in 1st Q and expected a strong result in 2nd quarters. The company has good management. Yet the price is not going up. Opportunity to collect more.
Comparison of CPO average price (MYR), published by MPOB
2020 2021 +/-
January 3014 3749 +24% February 2715 3896 +43% March 2382 4042 +59%
April 2290 4220 +84% May 2074 4572 +120% June 2412 3830 + 59%
1st Quarters results looked good. With the data stated above, it is easy to postulate the expected results for 2nd Quarters. Please also bear in mind that 2nd Quarters production figures will be higher than 1st Quarters. Why the share price is not reflective of its actual performance? Bizarre?
Jan 9.9 5.6 1.55 Feb 8.6 4.1 1.1 March 10 6.6 2.0 April 10.5 7.5 2.0 May 11.9 7.5 1.9 June 12.9 8.6 2.2
Average CPO prices for Q2 were much higher than Q1 (stated above). The production figures for Q2 were much higher than Q1. So one can expect a strong financial results in Q2. Will the share price move up?
Despite the CMO, July's production outputs were great. July's average CPO price was also great. Good start for the 3rd Quarters. Looking forward to the releasing of the 2nd Quarters ( April- June) result.
If MHC will to report the same growth rate in PBAT as Cepat, The estimated PBAT for 2nd quarters could be close to 12 Million. EPS of 6 cents for the 2nd quarters. Adding on EPS of 3,5 cents in the first quarters, total EPS for two quarters will be 9.5 cents. Two more favorable quarters in the coming months. Therefore, One can expect a good payout for dividend in due course. Heavily undervalue at the current price of 82 cents.
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....
stockraider
31,556 posts
Posted by stockraider > 2021-05-04 07:06 | Report Abuse
Buy lah...Cpo rm 4600......this is a sustainable record mah!