Posted by calvintaneng > 2021-10-11 08:18 | Report Abuse

Very happy future awaits all

One day SOP will rise up to be a palm oil blue chip!

Posted by Jonathan Keung > 2021-10-11 09:37 | Report Abuse

Mabel : tks for the detailed breakdown.looks like SOP has the best earnings & a low PE ratio of 5.3.

Posted by calvintaneng > 2021-10-11 10:13 | Report Abuse

In bull market like now the best thing to do is

Buy
Sit still
Do nothing

That was what Calvin did last year when Supermax went up all the way from Rm1.73 all the time climbing up to Rm24.44

SUSTAIN YOUR PATIENCE GREAT MOVEMENTS TAKE TIME TO DEVELOP

SOP = SUPER OIL PALM

Posted by Plantermen > 2021-10-11 10:32 | Report Abuse

SOP board can just up your dividend payout ratio. Rerating will come swiftly

Posted by Mabel > 2021-10-11 15:23 | Report Abuse

Meow Meow Meow

Posted by Johnzhang > 2021-10-11 18:07 | Report Abuse

Sop has a lot to catch up .

Posted by freddiehero > 2021-10-11 18:20 | Report Abuse

ade steady today

Posted by Mabel > 2021-10-11 23:17 | Report Abuse

Nice and lovely...

Go Go Go...

Posted by calvintaneng > 2021-10-13 13:06 | Report Abuse

Latest Oct 2021 Fcpo is over Rm5,000

If price can sustain from Oct to Dec 2021 above Rm4500 to Rm5000

Feb 2022 result for SOP will be Fantastic

A Once in a Century Earnings like never before

https://www.bursamalaysia.com/market_information/derivatives_prices

Posted by Gabriel Khoo > 2021-10-13 20:23 | Report Abuse

https://www.theedgemarkets.com/article/indonesia-plans-stop-all-crude-palm-oil-exports-eventually

Posted by Gabriel Khoo > 2021-10-13 20:24 | Report Abuse

Only export refined product

Posted by Gabriel Khoo > 2021-10-13 20:25 | Report Abuse

UOB reports indicate that SOP DY would be around 7% for FY 2021

Posted by dragon328 > 2021-10-13 21:00 | Report Abuse

Can please share UOB reports on SOP here?

Posted by koowakzai > 2021-10-13 23:12 | Report Abuse

Buy MHC or SOP ?

Posted by calvintaneng > 2021-10-14 02:09 | Report Abuse

BUY SOP OF COURSE!

India slashes import taxes on palm oil as retail cooking oil prices remain high (Diwali on November 14 Spurs Demand, Calvin Tan)

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-10-14-story-h1592054685-India_slashes_import_taxes_on_palm_oil_as_retail_cooking_oil_prices_rem.jsp

Posted by Jonathan Keung > 2021-10-14 12:22 | Report Abuse

India priority is to control the skyrocketing domestic cooking oil prices

Posted by calvintaneng > 2021-10-15 12:06 | Report Abuse

SOP Historical Prices
From STOCK PERFOMANCE GUIDE 2015 ED

YEAR....Low.....High

2005...0.62....0.92
2006...0.64....1.27
2007...1.26....2.71
2008...1.60....3.20
2009...1.93....2.88
2010...2.41....4.07
2011...3.20....5.68
2012...5.58....7.04
2013...4.94....6.68
2014...5.11....7.02
2015...4.80....5.80

When Cpo was Rm4,000 SOP reached above Rm7.00 in years 2012 & 2014

Now Cpo over Rm5,000 SOP Still at Rm3.90 is still Very Very Cheap

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-10-15-story-h1592706522-Howard_Marks_Everything_Is_Cyclical_Human_psychology_is_at_the_root_of_.jsp

Posted by Jonathan Keung > 2021-10-15 12:54 | Report Abuse

SOP so far this year failed to break the $4.00+ mark convincingly

Posted by koowakzai > 2021-10-16 00:00 | Report Abuse

Still think MHC is a better buy than SOP.

Posted by Mabel > 2021-10-16 07:52 | Report Abuse

MHC?

Mickey Horrible Counter?

Meow

Posted by stockraider > 2021-10-16 13:11 | Report Abuse

Mickey Hot Counter mah!

Posted by koowakzai > 2021-10-16 14:14 | Report Abuse

Manyak Hot Counter lol ….

Posted by Jonathan Keung > 2021-10-18 09:51 | Report Abuse

CPO prices sky rocketed. SOP hardly my moved

Posted by calvintaneng > 2021-10-18 20:55 | Report Abuse

SOP will give you the Very Best Durian.

Sustain your patience great movements take time to develop

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

Posted by ooi8888 > 2021-10-18 21:02 |

Post removed.Why?

Posted by calvintaneng > 2021-10-18 21:05 | Report Abuse

Ooi looking for Mau Sang Wang Durian?

This SOP is better!

This SOP is the highly prized "Black Thorn" durian from Penang

Posted by ooi8888 > 2021-10-18 21:11 |

Post removed.Why?

Posted by Ananas > 2021-10-18 22:35 | Report Abuse

生番薯应该就不会，怕是kampung durian..

Posted by ooi8888 > 2021-10-19 09:30 |

Post removed.Why?

Posted by Johnzhang > 2021-10-20 14:24 | Report Abuse

The small cap and 2nd liners plantation counters are making good progress in their share price increase, But the big cap or counters where Sovereign funds holding significant stakes are having poor showing ! The sector overall lackluster performance (share price wise ) is predominantly due to the dampening effect of the fund continuous sell down despite robust earnings in this sector.

Counters where sovereign funds are not shareholders:
Bplant, THplant, MHC, cepat, etc

Counters with low shareholding from Sovereign funds:
Taann
HSplant
Sop
Swkpltn
For Taann and SOP, I think the funds shall complete the disposal by oct/Nov. Good chance for these counters to perform soon.

Counters where Sovereign funds hold substantially:
Simepltn.
IOI
Genp
Klk

Posted by Johnzhang > 2021-10-20 14:30 | Report Abuse

Sovereign funds I referred to are EPF, KWAP etc

Posted by Johnzhang > 2021-10-20 19:16 | Report Abuse

Today’s performance:
CPO + 2.5% $5303 (nov)

Counters without EPF and KWAP :
THplant +14.5%
Bplant. +4.9%
Mhc. +3.8%
Cepat. +1.3%

Big cap /counters with EPF/KWAP as shareholders:
Simepltn - 1.4%
IOI. - 0.74%
Genp. - 1.83%
Klk. +0.35%
Taann. - 2.74%
Swkpltn. Unchanged
SOP. +. 0.77%

I believe EPF and /or KWAP are still selling down today . Only local retailers and some corporates are absorbing the selling and that’s not enough to move price to reflect the robust fundamental of CPO .

Posted by calvintaneng > 2021-10-20 23:19 |

Post removed.Why?

Posted by Mabel > 2021-10-21 09:34 | Report Abuse

Meow Meow Meow

With Indonesia, our Main Competitor of Palm Oil out of the game due to ESG Compliance, Malaysia WILL RISE UP AS WORLD NUMBER ONE EXPORTER to feed 8 billion people across the planet..

Posted by Johnzhang > 2021-10-21 16:35 | Report Abuse

At around 4.35 pm , roadblock at $3,95 with 275k share to sell !

Posted by Plantermen > 2021-10-21 17:45 | Report Abuse

Looks like SOP can't break the physiological 4+ mark

Posted by Mabel > 2021-10-21 18:42 | Report Abuse

Yup..

Posted by Mabel > 2021-10-21 18:47 | Report Abuse

Brent crude oil was trading at US$86 (about RM357.59) per barrel, while crude palm oil closed at an all-time high on Wednesday with the benchmark palm oil contract for January 2022 rising by RM127 to RM5,071 a tonne.

Posted by Mabel > 2021-10-25 12:56 | Report Abuse

With Indonesia, our Main Competitor of Palm Oil out of the game due to ESG Compliance, Malaysia WILL RISE UP AS WORLD NUMBER ONE EXPORTER to feed 8 billion people across the planet..

The Indian are already preparing for the coming Diwali…

There’s so much loves in the air...

https://www.youtube.com/watch?v=-lRjtbApg9I

Posted by Jonathan Keung > 2021-10-26 17:05 | Report Abuse

Totally agreed with Mabel. High Mineral 0il prices { US 85 + }, Elevated CPO prices { MYR 5,000 +per tonne } & Indonesia restrictions on CPO export . But our plantation stocks still in sleep mode

Posted by calvintaneng > 2021-10-26 22:24 | Report Abuse

I see all very happy people here holding a solid gem called SOP

Price now only Rm3.89 (Target price one year is Rm8.00)

Can expect 100% profit in SOP chun chun just like we did with Ancom & Nylex

Posted by calvintaneng > 2021-10-26 22:54 | Report Abuse

WE THANK THEE

https://www.youtube.com/watch?v=joZJQjhLAHw

Posted by Mabel > 2021-10-29 07:38 | Report Abuse

As usual, Calvin is sharp as needle...

Do you know that Billions of shares of stock are bought and sold each day, and it's this buying and selling that sets stock prices. Stock prices go up and down when someone agrees to buy shares at a higher or lower price than the previous transaction. In the short term, this dynamic is dictated by supply and demand.

Ultimately, demand for a stock is driven by how confident investors are about that stock's prospects. In the short term, things like quarterly earnings reports that beat expectations, analyst upgrades, and other positive business developments can lead investors to be willing to pay a higher price to acquire shares. On the flip side, disappointing earnings reports, analyst downgrades, and negative business developments can cause investors to lose interest, thus reducing demand and forcing sellers to accept lower prices.

In the long term, the value of a stock is ultimately tied to the profits generated by the underlying company. Investors who believe a company will be able to grow its earnings in the long run, or who believe a stock is undervalued, may be willing to pay a higher price for the stock today regardless of short-term developments. This creates a pool of demand undeterred by day-to-day news, which can push the stock price higher or prevent big declines.

Sometimes demand for stocks in general increases, or demand for stocks in a particular stock market sector increases. A broad-based demand increase can drive individual stocks higher without any company-specific news. One example: The COVID-19 pandemic led to consumers increasing spending online at the expense of brick-and-mortar stores. Some investors believe this change is here to stay, which led to an increase in demand and higher prices for e-commerce stocks across the board. Likewise with O&G and Plantation. Brent crude oil was trading at US$86 (about RM357.59) per barrel, while crude palm oil closed at an all-time high on Wednesday with the benchmark palm oil contract for January 2022 rising by RM127 to RM5,071 a tonne.

The big picture is what matters

Long-term investors, don't much care about the short-term developments that push stock prices up and down each trading day. When you have many years or even decades to let your money grow, things such as analyst upgrades and earnings beats are irrelevant. What matters is where a company will be five, 10, or 20 years from now.

While a lot of ink is spilled about daily fluctuations in stock prices, and while many people try to profit from those short-term moves, long-term investors should be laser-focused on a company's potential to increase its profits over many years. Ultimately, it's rising profits that push stock prices higher.

So focus on the end game and ignore the noises. Elsewhere in the Deep Blue Ocean, all Energy Battleships and Supertankers plus Jet Fighters are cruising full speed.

The same with the Thick Green Jungle, all Plantation are Flourishing and Booming. Yesterday, one of Mabel Plantation gave Terengganu State Heritage Trust Board (LTAWNT) RM1.87 million its share of profit from the plantation and healthcare group. The payment was for last year's profit for the development of LTAWNT’s 1,336-hectare oil palm plantation by TDM at its Air Putih Estate in Kemaman. Earlier this week they launched the 6th Medical Centre. This will be complementary to the existing Medical Centre provided by Mabel Sunway and Sime Darby.

To SIR with Love..

Meow

Stock: [SERBADK]: SERBA DINAMIK HOLDINGS BHD

Oct 28, 2021 8:03 AM | Report Abuse

Ownership Breakdown

State or Government 4.4%, 147,000,000 shares
General Public 4.8%, 162,240,114 shares
Institutions 25.8%, 871,390,934 shares
Individual Insiders 65.0%, 2,192,163,030 shares

To be honest, what we discuss here does not make any difference..

All of us only hold 4.8% of Serba. Usually the silence the majority are the main holders.

To SIR with Loves...

Posted by calvintaneng > 2021-10-29 07:50 |

Post removed.Why?

Posted by calvintaneng > 2021-10-30 15:14 |

Post removed.Why?

Posted by Johnzhang > 2021-11-02 09:16 | Report Abuse

Yesterday's statistics

FBMKLCI: 1,530.92 (-31.39)
Bursa Trade Statistics:
Local Institutions (45.5%): -RM329.3m
Local Retail (31.3%): +RM314.3m
Foreign (23.2%): +RM15.0m

From the trades , Foreigners are not worried by the cukai Makmur, local institutions are! Mind boggling!

Posted by Johnzhang > 2021-11-02 09:57 | Report Abuse

IBs and many pessimist are relentlessly worried that CPO price will fall since the day CPO reached $3,000/- in 2020. CPO reached $5,350 now! Should investors be too concerned if CPO price correct down from today's level ?
I would like to share the year's high (H) , low (L) and the simple average (Avg) from year 2008 to 2021as below :
2008. $4179 (H) , $1403 (L) , $2791 (Avg)
2009. 2887,. 1630. 2259
2010. 3782. 2386. 3084
2011. 3930. 2786. 3358
2012. 3567. 2027. 2797
2013. 2635. 2157. 2396
2014. 2917. 1933. 2425
2015. 2360. 1802. 2081

2016. 3243. 2181. 2712
2017. 3344. 2338. 2841
2018. 2555. 1718. 2137
2019. 3025. 1834. 2430
2020. 3835. 2021 2928
----------------------------------------------------
Avg. 3251. 2017. 2634
----------------------------------------------------
2021YTD 5395. 3471. 4434

2021's H is 29% higher than the highest H (2008)
2021's H is 66% higher than the avg H 2008-2019
2021's L. Is 147% higher than the lowest L (2008)
2021's L is 72% higher than the avg L 2008-2019
2021's Avg is 68% higher than the Avg 2008-2019.

Despite the above , all plantantion counters stock prices are 20-50% below the highs achieved in 2008 -2020 period . Mind boggling indeed.

So, why should there be worries if CPO price indeed correct for 10-20% next year ??
02/11/2021 9:54 AM

Posted by calvintaneng > 2021-11-03 04:02 |

Post removed.Why?

Posted by Mabel > 2021-11-04 09:34 | Report Abuse

Thank you Calvin !

It's looking good for Mabel Biofuel Plantation!

8 billion people across the Globe have benefitted from our Investments.

Mabel oil purchases by India, the biggest importer, climb from a three-month low as the Diwali festival of lights drives up demand for the world’s most-consumed vegetable oil.

Today Mabel will be join them to celebrate Diwali to enjoy this positive light of joy..

Shah Rukh Khan, Salman Khan, Ameer Khan sent their regards to all of you here...

They said Chappati, Tosei, Briyani does not taste the same without our Mabel Palm Oil.

Happy Diwali Everyone

Priyanka and Hithrik sent their regards to all Malaysian Farmers..

https://youtu.be/rzuOJ6JtYJg

Mabel Farmeow

Posted by Intrinsic99 > 2021-11-06 14:28 | Report Abuse

CPO prices expected to be lower in 2022, say market analysts (The Star - Saturday, 16 Oct 2021)

UOB Kay Hian Research maintains its “underweight” rating on the plantation sector

The research unit is keeping its CPO price forecast for 2021 and 2022 at RM3,300 and RM2,800 per tonne respectively

CPO prices may sustain at the current levels due to the continued disappointing palm oil production as yield recovery from the previous drought is taking longer than expected

It also notes that risks include rising fertiliser costs due to supply constraints. As fertiliser cost (30% of ex-mill cost) is one of the biggest components besides labour cost, the surge in fertiliser prices could lead to a cost increase of at least 15% to 20%


RHB Research also maintains its “underweight” rating on the plantation sector

It advises investors to ride the wave and look for opportunities to sell into strength, with CPO prices currently at a peak, and some strength being seen in share prices.

“The main risk to this thesis is weather abnormalitie. Share prices have, for the first time this year, started moving in tandem with CPO prices. We believe now is the time to ride the wave, and wait for a good opportunity to lock in some profits, adding that environmental, social, and governance (ESG) concerns will still impact sector valuations”


https://www.thestar.com.my/business/business-news/2021/10/16/cpo-prices-expected-to-be-lower-in-2022-say-market-analysts