Posted by calvintaneng > 2021-09-19 21:07 | Report Abuse

Mm2H will spur more people to go Sarawak as terms are easy and good

Posted by calvintaneng > 2021-09-19 21:07 | Report Abuse

Govt gave Rm9 billions for Sarawak and Sabah for development

Posted by calvintaneng > 2021-09-19 21:08 | Report Abuse

SOP might suddenly jump up like Subur Tiasa

Posted by calvintaneng > 2021-09-19 22:07 | Report Abuse

SOP IS A GREAT VALUE OVERLOOKED HIDDEN GEM

See

KGB Secured Rm420 Millions Job & Price JUMPED! Now Go Buy SOP because SOP will benefit the most after Kellington, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-09-19-story-h1571617282-KGB_Secured_Rm420_Millions_Job_Price_JUMPED_Now_Go_Buy_SOP_because_SOP_.jsp

Posted by calvintaneng > 2021-09-19 22:20 | Report Abuse

SOP Properties Sdn Bhd, a wholly owned subsidiary of SOPB Group was incorporated in the year 2009 with the mission of building quality homes with innovative design.

SOP Properties’ core concept is developing self-contained properties which consist of residentials, commercials, public amenities and gearing the projects towards creating value in the longer term. This not only creates additional value to its buyers' investment, it also benefits the communities who reside in them.

The company is supported by a dynamic sales and marketing team who are committed to delivering customer service excellence. They are the front line representatives to promote the company and its projects, and ensure customer satisfaction.

https://www.property.sop.com.my/index.php

Posted by ivan9511 > 2021-09-20 11:58 | Report Abuse

calv sifu , nsop also cheap
sop , nsop , ioi , taan all cheap with dividen
good

Posted by calvintaneng > 2021-09-20 12:23 | Report Abuse

Ivan9511

Calvin thinks you are very smart and therefore you have survived so long in this shark (syndicate) infested market

Well done

Clap!
Clap!!
Clap!!!

Posted by ivan9511 > 2021-09-20 15:34 | Report Abuse

Thanks Calvin Calvin sifu, you also good.
Btw now I only buy company with dividend only .
Last time I like gamber small co.
Now I choose dividend.
Like now today got many opportunity to get example
Tenaga , kossan , comfort, osk, ioi , cepat , bplant, taan
All too cheap if rich enough can sapu all ,
Especially tenaga and kossan.
And thanks calvin for the plantation analysis
Thank you

Posted by calvintaneng > 2021-09-22 10:53 | Report Abuse

SOP Planted Areas Increased over the years progressively more and more

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-09-22-story-h1571672954-SOP_Planted_Areas_Increased_over_the_years_progressively_more_and_more.jsp

Posted by calvintaneng > 2021-09-25 11:36 | Report Abuse

SOP GOT RED PALM OIL LIKE UPLANT

BUT SOP SO UNDERVALUE COMPARED TO UPLANT

SO SOP IS A "MUST BUY" AND SHOULD BE IN EVERY PALM OIL LOVER'S PORTFOLIIO

PALM OIL WILL BE A BRIGHT SHINING STAR AS VERY HIGH PROFIT-GROWTH PHASE IS NOW ON-GOING, Calvin Tan

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-09-25-story-h1571731488-PALM_OIL_WILL_BE_A_BRIGHT_SHINING_STAR_AS_VERY_HIGH_PROFIT_GROWTH_PHASE.jsp

Posted by Gabriel Khoo > 2021-09-25 20:24 | Report Abuse

Look beyonds palm oil. Miri estate gonna boom with more development fund going into miri

Posted by Gabriel Khoo > 2021-09-25 20:25 | Report Abuse

https://www.google.com/amp/s/www.theborneopost.com/2021/04/13/lee-greater-miri-development-plan-in-the-offing/%3famp

Posted by calvintaneng > 2021-09-27 08:45 | Report Abuse

SARAWAK OIL PALM HAS THE SAME PRODUCTS & POTENTIAL LIKE UPLANT

But SOP is selling as huge discount compared to UPlant

So SOP is a "MUST HAVE" for all who love oil palm shares. It should be part of your portfolio

Very happy morning all

This week is the final lapse for Sept 2021 before the month is done.

By then we will witness another 3 solid months (July, August & September) of 2021 with Cpo prices ranging from Rm4,000 to Rm4,600 a ton

Very excellent results could be in store for all oil palm companies by November 2021 only 2 months away!

Not hope for or hope so....but a solid reality

Let's expect more

1) Higher dividends
2) Special dividends
3) Free Bonus Issues
4) Free warrants
5) A possible windfall surprise take-over like KLK taking over IjmPlant at Rm3.10 from Rm2.20

So just hold on to your precious oil palm shares

Good things are in store for all happy holders

Warm regards
Calvin

https://www.youtube.com/watch?v=0_ySoCpqyGs

Posted by Gabriel Khoo > 2021-09-27 16:43 | Report Abuse

Biodisel part of 12th mp plan.

Posted by Jonathan Keung > 2021-09-28 12:10 | Report Abuse

Hopefully launch of ECPO will jack up this sleeping counters

Posted by calvintaneng > 2021-09-28 15:02 | Report Abuse

SOP IS A BEAUTIFUL HIDDEN GEM OF VALUE

ALL SHOULD HAVE SOP IN THEIR PALM OIL PORT FOLIO

See

SOP (5126) at Rm3.50 Versus BLD Plant (5069) at Rm9.10 or Versus United Plant (2089) Rm13.60: Compare & Contrast their EPS, Dividend & NTA, Calvin Tan

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-09-28-story-h1591785786-SOP_5126_at_Rm3_50_Versus_BLD_Plant_5069_at_Rm9_10_or_Versus_United_Pla.jsp

Posted by calvintaneng > 2021-09-30 09:38 | Report Abuse

SARAWAK OIL PALM (SOP) VERSUS UNITED PLANT & BLD PLANT: Compare their Share Prices & Planted Acreages, Calvin Tan (Part 2)

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-09-30-story-h1591816477-SARAWAK_OIL_PALM_SOP_VERSUS_UNITED_PLANT_BLD_PLANT_Compare_their_Share_.jsp

Posted by Gabriel Khoo > 2021-09-30 10:12 | Report Abuse

Malaysia Plantations 12MP: Accelerating the circular economy Opportunity to help green and grow the economy The oil palm sector has a role under the 12MP (2021-2025) to accelerate the circular economy initiatives by turning waste into energy and higher value biomass products while helping to reduce overall GHG emissions. The use of green fuel via higher B30 mandate at the end of 12MP may just be possible if a carbon tax is introduced to provide sustainable funding to the government. Farmers are expected to accelerate the adoption of modern technology (ie smart farming) to raise productivity. Stay POSITIVE on the sector. Top BUYs are KLK, SOP and BPLANT. Biomass and biogas potentials identified On average, ~80 million dry tonnes of biomass were produced annually from oil palm plantations, of which five states, namely Sabah, Sarawak, Johor, Pahang and Perak accounted for 85% of the palm biomass. During the 11MP, a total of 29 biomass-based projects with investments amounting to MYR1.0b were implemented. About 15% of the available biomass was used. The government recognizes the biomass potentials while cognizant of the existing issues and challenges to achieve higher export of biomass-based products. Under the 12MP, a national biomass policy will be formulated as a comprehensive framework to ensure the sustainable development of the industry and unlock its economic potential. And on the renewable energy (RE) front, apart from large hydro and solar projects, focus will now be on increasing the contribution from other renewable sources, such as biomass and biogas (ie generated from palm oil mill effluent (POME) waste). Under the 12MP, a new mechanism for green energy will be explored to encourage corporate consumers to buy energy directly from RE generators to meet their ESG obligations. Carbon tax to help raise biodiesel mandate to B30? To promote greater usage of cleaner fuel, the plan is to raise biodiesel blend for the transportation sector from B15 to B20 (in stages), and eventually to B30 at the end of the 12MP. As for the industry sector, the biodiesel programme will be expanded from B7 to B10. Besides the reluctance of engine manufacturers to warranty the use of B30, the industry was skeptical of the government’s commitment to fund the higher mandate given the wide POGO (palm oil-gas oil) spread (28 Sept: USD641/t). Unlike Indonesia which collects palm oil export levy to fund its B30 mandate, Malaysia lacks similar sustainable funding mechanism. Under the 12MP, a feasibility study will be conducted on carbon pricing, such as carbon tax and the Emission Trading Scheme. A carbon tax may just be the solution to address the biodiesel funding gap. Smart farming – accelerating adoption of technology A dedicated smart farming fund will also be introduced to support the acceleration of modern technology adoption in the agriculture sector. For instance, the application of precision agriculture technology in plantations under FELDA through geospatial information systems will be rolled out to improve operational efficiency. This initiative will enable FELDA to utilise detailed plantation data including tree counts, vacant areas and tree health indicators to optimise resources use.

Posted by calvintaneng > 2021-10-02 10:41 | Report Abuse

What is the difference between Past Wealth, Present Wealth & Future Wealth? Reposting By Calvin Tan Research .

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-10-02-story-h1591849125-What_is_the_difference_between_Past_Wealth_Present_Wealth_Future_Wealth.jsp

SOP has lots of past wealth (more than 200,000 acres of prime matured oil palms), present wealth (P/E only 5.3) & future wealth (property development outside Kuching, Red Palm Oil) & many others

SOP is a MUST HAVE in every serious palm oil investor

Posted by calvintaneng > 2021-10-03 16:50 | Report Abuse

Out of 300,000 acres of Lands SOP now has more than 200,000 Acres matured

Very Best Potential & Safe Oil Palm Companies

https://klse.i3investor.com/servlets/forum/600603518.jsp

Posted by Luen07 > 2021-10-04 09:48 | Report Abuse

没有什么交易，没有利息，睡觉股。

Posted by calvintaneng > 2021-10-05 13:26 | Report Abuse

CPO HAS CROSSED RM4,950 AT WORLD RECORD HIGH

NOW IN UNCHARTED TERRITORY

https://tradingeconomics.com/commodity/palm-oil

Posted by CCWONG > 2021-10-05 13:37 | Report Abuse

FCPO is the gem of Malaysia which will benefit all corporate and retail oil-palm estate/plantation owners.

Make this a realized dream for as many years as possible.

Posted by Plantermen > 2021-10-05 13:41 | Report Abuse

Never happen before. Whatever name you may called. This is really a bull rally for CPO

Posted by treasurehunt > 2021-10-05 14:43 | Report Abuse

Similar way of projecting ASP of gloves. If it doesn't happen, the would repeat again and again until it becomes a real in one day.

Forecast by IB: Maintain 2021-23 CPO price assumptions of RM3,800/mt, RM2,900/mt and RM2,800/mt,

Posted by Philip ( buy what you understand) > 2021-10-06 08:15 | Report Abuse

One thing Calvin always fall to reveal is the most important fact, what is the average ffb yield of sop per hectare?

It is always important to note how much production, instead of just repeating on revenue, as fixed costs, efficiency and production is the key reason why united plantations is 6 billion and Sarawak palm oil barely 2 billion.

The same as Calvin promoting jtiasa another Sarawak company without truly understanding the entire structure of business in Sarawak.

There are qualitative reasons why they are "undervalued" other than simply on qr reported results.

>>>>>>>>

calvintaneng Out of 300,000 acres of Lands SOP now has more than 200,000 Acres matured

Very Best Potential & Safe Oil Palm Companies

https://klse.i3investor.com/servlets/forum/600603518.jsp
03/10/2021 4:50 PM

Posted by LuckyG > 2021-10-06 09:03 | Report Abuse

bought 3.65 yummy

Posted by calvintaneng > 2021-10-06 10:18 | Report Abuse

LuckyG bought 3.65 yummy
06/10/2021 9:03 AM

Your ID is LuckyG

You buy SOP & will be a Sure Winner not by luck but by the Power of an idea whose time has come

Congratulations!

Just hold tight tight for a 100% gain!

Posted by TheSecret > 2021-10-06 16:42 | Report Abuse

*Good afternoon from RHB Plantations Team!*

*CPO one month futures shot past MYR5,000/tonne*

♦️ *What should investors do?* Ride the wave. This is practically one of the first times this year that share prices are moving in tandem with CPO prices. For investors who have been waiting for this sector to do something all year, now is the time to ride the wave and wait for a good opportunity to lock in some profits.
♦️ *Can this rally last?* There was no fundamental change that happened over the last few days to trigger this sudden spike. Plantation monthly stats due to come out next week are likely to show a reduction in stocks on the back of improved exports, however the reduction is expected to be minimal, therefore insignificant. We believe this jump above MYR5,000 may be short lived as we continue to expect next year's fundamentals of supply to improve, with a moderation of CPO prices in 2022. Main risk to this thesis is weather abnormalities.
♦️ *If I want to partake in the rally, what should I BUY?* We would recommend liquid big cap names like Sime and IOI. Sensitivity to CPO price movement may not be as significant as the smaller cap names, but liquidity is there so that investors are able to be nimble.
♦️ *Any change to our UW sector call?* Not at this moment. Our call is a 12 month call, and we still believe in the wake of improving fundamentals and moderating prices in 2022, earnings will be weaker YoY, while ESG concerns will still have a part to play in valuations of the sector as a whole. We continue to like the smaller cap names like SOP and Ta Ann in Malaysia, integrated players like First Resources and Wilmar in Singapore and London Sumatra In Indonesia.

♦️ *RHB Research*

Posted by calvintaneng > 2021-10-06 23:02 | Report Abuse

3 HOME GROWN INDUSTRIES OF MALAYSIA GONE INTO BULL RUN OGSE (2019) MEDICAL GLOVES (2020) PALM OIL (2021) Calvin Tan

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-10-06-story-h1591934709-3_HOME_GROWN_INDUSTRIES_OF_MALAYSIA_GONE_INTO_BULL_RUN_OGSE_2019_MEDICA.jsp

Posted by Johnzhang > 2021-10-07 07:02 | Report Abuse

Just to share some historical data of past 10 years .
Plantantion share price on day closing high (H) in year 2012 were as below (adjusted for RI or BI if any)

Thplant. $2.45
Sop. $6.62
MHC. $1.46
Cepat. $1.18
Swkplt. $3.24
Taann. $4.50
Hsplant. $3.18
Bplant. $1.34
Note :Bplant H was in 2018. Listed in 2014.

CPO high was about $3,600 pmt in Mar 2012
CPO now reached almost $5,100 yesterday.
Cost of production may have increased by $200 pmt since 2012.
After factoring in the higher production cost , today 's CPO price is still about 35% higher than 2012.
On the contrary, share price for most of the plantantions companies are trading at about 30- 50% below the high in 2012. What a divergence!
I believe the share price increase yesterday is just the beginning of the recovery. Enjoy the recovery ride .

Posted by enning22 > 2021-10-07 07:30 | Report Abuse

now only wake up.

Posted by LuckyG > 2021-10-07 09:06 | Report Abuse

sold . thanks

Posted by Plantermen > 2021-10-07 13:05 | Report Abuse

The issue lies with SOP {company} despite the meteoric rise of CPOand its lack sustain power and interest from the general public. Maybe of past issue and low dividend pay out.

Posted by Gabriel Khoo > 2021-10-07 13:32 | Report Abuse

Dividend is coming!

Posted by enning22 > 2021-10-07 20:43 | Report Abuse

many issues need to be taken into account, anyway, the prospect is bright for palm oil , especially with the forth coming energy crisis, crude oil (petrolium) experienced strong demand on global economic recovery,as price keeps climbing higher and higher,indonesia will turn to consume more biodessel , and slow export of palm oil to world market..

Posted by calvintaneng > 2021-10-07 22:52 | Report Abuse

CPO OVER RM5,000: A LOOK AT SOME COMMENTS FROM FELLOW FORUMERS IN PALM OIL (Comments by Calvin)

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-10-07-story-h1591960508-CPO_OVER_RM5_000_A_LOOK_AT_SOME_COMMENTS_FROM_FELLOW_FORUMERS_IN_PALM_O.jsp

Posted by calvintaneng > 2021-10-08 08:20 | Report Abuse

Very happy morning all

Yes. If SOP will just increase its Dividends like Uplant it's share price will Surge Up!

Please do your part if you own SOP shares

Phone SOP Hq and tell them to give better dividends

Posted by enning22 > 2021-10-08 09:24 | Report Abuse

SOP used the huge profit to acquire more plantation land , and gives out small dividend to shareholder, this approach is not correct, shareholders should be awarded handsomely, right?

Posted by enning22 > 2021-10-08 09:55 | Report Abuse

dividend policy of 50% of the annual profit ,should pay out to share holders.

Posted by calvintaneng > 2021-10-08 11:08 | Report Abuse

Enning22

If SOP gives out 50% dividend the forward total dividend will be more than 30 sen yearly at current qtr income of Rm98 millions

And if 30 sen computed at 5% yield then SOP will instant shoot up to Rm6 per share

Posted by Mabel > 2021-10-08 11:20 | Report Abuse

Nice and lovely Calvin....

Meow Meow Meow

Posted by Mabel > 2021-10-08 11:22 | Report Abuse

Price Target
Date Open Price Target Price Upside/Downside Price Call Source
10/09/2021 3.70 4.50 +0.80 (21.62%) BUY BIMB
06/09/2021 3.67 4.50 +0.83 (22.62%) BUY BIMB
27/08/2021 3.80 4.50 +0.70 (18.42%) BUY BIMB
12/08/2021 3.47 4.50 +1.03 (29.68%) BUY BIMB
13/07/2021 3.40 4.50 +1.10 (32.35%) BUY BIMB
28/06/2021 3.50 4.50 +1.00 (28.57%) BUY BIMB
10/06/2021 3.96 4.50 +0.54 (13.64%) BUY BIMB
03/06/2021 3.97 4.50 +0.53 (13.35%) BUY BIMB
25/05/2021 4.06 4.50 +0.44 (10.84%) BUY BIMB

RM 6 possible?

Meow

Posted by Jonathan Keung > 2021-10-08 11:27 | Report Abuse

Sop is'kedekut' on their pay out.not generous in rewarding shareholders

Posted by Johnzhang > 2021-10-08 12:51 | Report Abuse

I am pleased to share the projected full year (2021) EPS and the prospective PE of some of my favorite plantation counters. The Projected EPS is based on actual 1H + Q3+Q4. Q3 EPS can be estimated fairly accurately as Q3 avg CPO prices is known and production numbers are mostly available . I also make the assumption that Q4 EPS is same level as Q3 for reasons that ASP Q4 seem to be even higher and labourers for plantantion sector are coming in to maximize crop recovery. Given that Nov/Dec is usually seasonally lower crops, but the higher ASP and labour availability should be enough to offset that,
On above basis , the FY 2021 EPS and prospective PE based on yesterday closing share price as as follows:

Bplant. EPS 9.6sen , PE 7.1x
THplant. EPS 16.5sen , PE 4.4x
SOP. EPS 73.0sen. PE 5.3x
MHC. EPS 20.9sen. PE 4.5x
Cepat. EPS 13,9sen. PE 5.2x
Swkplt. EPS 48sen. PE 5.2x
Taaan. EPS 67.9sen PE 4.6x
Hsplant. EPS 23.6sen. PE 9.3X.

Historical PE for plantation counter is 15 to 25x
As such, plantation counters are seriously underappreciated by the market , especially amid poor KLSE sentiment.

Can 2021's earning be sustained in 2022?
You will be surprised!
Hope this perspective helpful for your investment decision.

Posted by Mabel > 2021-10-09 11:20 | Report Abuse

Very Good analysis Jonathan...

Mabel top up 60 lots this week...

Meow

Posted by Jonathan Keung > 2021-10-09 11:35 | Report Abuse

If SOP board is a bit more generous on their dividend pay out. Price easily can hit above 5.00+

Posted by investor2021trading > 2021-10-09 11:59 | Report Abuse

if u want gud dividend buy UMCCA! NOSH is low but revenue n profit vy much lower than SOP!

Posted by investor2021trading > 2021-10-10 10:21 | Report Abuse

AGAPE INTERNATIONAL PTE LTD owns 62,400,000 units of SOP shares as at 12th March 2021.

Posted by Mabel > 2021-10-10 23:59 | Report Abuse

#Johnzhang I am pleased to share the projected full year (2021) EPS and the prospective PE of some of my favorite plantation counters. The Projected EPS is based on actual 1H + Q3+Q4. Q3 EPS can be estimated fairly accurately as Q3 avg CPO prices is known and production numbers are mostly available . I also make the assumption that Q4 EPS is same level as Q3 for reasons that ASP Q4 seem to be even higher and labourers for plantantion sector are coming in to maximize crop recovery. Given that Nov/Dec is usually seasonally lower crops, but the higher ASP and labour availability should be enough to offset that,
On above basis , the FY 2021 EPS and prospective PE based on yesterday closing share price as as follows:

Bplant. EPS 9.6sen , PE 7.1x
THplant. EPS 16.5sen , PE 4.4x
SOP. EPS 73.0sen. PE 5.3x
MHC. EPS 20.9sen. PE 4.5x
Cepat. EPS 13,9sen. PE 5.2x
Swkplt. EPS 48sen. PE 5.2x
Taaan. EPS 67.9sen PE 4.6x
Hsplant. EPS 23.6sen. PE 9.3X.

Historical PE for plantation counter is 15 to 25x
As such, plantation counters are seriously underappreciated by the market , especially amid poor KLSE sentiment.

Can 2021's earning be sustained in 2022?
You will be surprised!
Hope this perspective helpful for your investment decision.
08/10/2021 12:51 PM

Absolutely John !