Posted by Plantermen > 2022-01-14 14:01 | Report Abuse

Planter's can counter the negative call by the IB by rewarding their shareholders with generous pay out. Look at Digi how they distribute their dividends. With positive cash flows they can reward their shareholders

Posted by Gabriel Khoo > 2022-01-15 11:13 | Report Abuse

QoQ 106% 114% 123% fpr ffb cpo and pk respectively. Better dividend prospect ahead

Posted by ahbah > 2022-01-15 11:38 | Report Abuse

Add some

Posted by ahbah > 2022-01-15 11:47 | Report Abuse

After Hong Leong IB talked good about Palm Oil Now Maybank IB gives a nice target price of Rm5.60 for SOP.

Sarawak Oil Palm's target price = Rm5.60 ... sapu kuat kuat next week !!!!!

Posted by Gabriel Khoo > 2022-01-17 21:52 | Report Abuse

Patami =150m to 160m

Posted by Johnzhang > 2022-01-18 20:57 | Report Abuse

https://newswav.com/A2201_jnrJ9H?s=A_3nh6ymV
Export volume will be even tighter .

Posted by calvintaneng > 2022-01-19 08:19 | Report Abuse

Sop is so safe and good while many casualties in Tech now too late to escape

Posted by Yau Yh > 2022-01-20 00:44 | Report Abuse

With Indonesia confirming the move of their capital to Kalimantan, land prices there have only 1 direction to go, and guess which plantation stocks have vast tracks of land on the island of Borneo.

Posted by Mabel > 2022-01-21 16:48 | Report Abuse

The FCPO price extended its rally, reinforcing our view of a base building mode. With momentum
staying elevated, the FCPO price could challenge its Jan 2022 high of MYR5,228 soon. Note that MACD and RSI indicators also show positive readings.

S1: MYR4,800 S2: MYR4,650 R1: MYR5,220 R2: MYR5,400

MOMENTUM - Mixed signal

TREND - LT uptrend in place

Meow

Posted by Johnzhang > 2022-01-21 17:34 | Report Abuse

Which sector is better to invest than palm oil plantation ?
Can’t find any .

Posted by Johnzhang > 2022-01-24 16:39 | Report Abuse

CPO price level and earning potential is a vast difference between now and the last many years before 2021! Just be patient for 1-2 more qtrs .

Posted by Johnzhang > 2022-01-27 14:23 | 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 15:02 | Report Abuse

The facts and figures are out there pointing to robust future for palm oil companies

Posted by Johnzhang > 2022-01-27 15:48 | Report Abuse

CPO crossed over $5,600 today! This is no bullshit.

Posted by Mabel > 2022-01-27 21:09 |

Post removed.Why?

Posted by Plantermen > 2022-01-28 06:24 | Report Abuse

Disconnect between CPO price rally vs planter's stock prices. Look at RSawit, TH plant, SOP or IOI. Hardly moved. Dissapointed unless planter's increased their dividend pay out rate { to steer investor interest}

Posted by Johnzhang > 2022-01-28 07:08 | Report Abuse

Super dividend is coming.

Posted by investor2021trading > 2022-01-28 12:12 | Report Abuse

boom pipi!

Posted by Plantermen > 2022-01-28 14:25 | Report Abuse

Keeping finger cross for a better dividend {final} pay out from SOP. They have the cash and limited capexp

Posted by Johnzhang > 2022-01-28 16:26 | Report Abuse

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

Posted by Plantermen > 2022-01-28 19:53 | Report Abuse

CPO rally driven by soft commodities boom. Look at SBO from 49 cents to 65 cents

Posted by pang72 > 2022-01-28 20:11 | Report Abuse

Wah LAN!! 5740..
This is what... 4d number!!

Posted by Johnzhang > 2022-01-28 21:16 | 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 Johnzhang > 2022-02-03 11:59 | Report Abuse

Huat lah !

Posted by investor2021trading > 2022-02-03 15:08 | Report Abuse

boom pipi！

Posted by Johnzhang > 2022-02-04 06:08 | Report Abuse

Yes, plantation companies that have exposure in Malaysia only stand to benefit the most from the CPO price surge. Having said that, the negative impact on KLK and Sime plant is relatively small and well compensated by the higher CPO price for substantial production outside of Indonesia .
TSH is most affected.

Posted by Plantermen > 2022-02-04 10:07 | Report Abuse

Indonesia imposed new restriction on upstream planter's sales. Bad for Malaysia planter's in Indonesia. 20% of your production output directed to local refiners at a big discount set by the minister. Export tax and levy up again to discourage export of cpo. Not we understand why SOP never venture out to Indonesia

Posted by Plantermen > 2022-02-04 10:08 | Report Abuse

Errata. Now we understand why SOP not venture out to Indonesia

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

Indonesia is business friendly.

Abang Joko is also business friendly.

Still a win win formula for both parties.

No wori lah.

Posted by Johnzhang > 2022-02-04 12:00 | 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 Johnzhang > 2022-02-04 13:33 | Report Abuse

When volume available for export is reduced, oversea importers will have to pay higher price for tighter supply. Oversea consumers are effectively cross subsidizing local controlled prices . The Indonesian policy is really not detrimental to the sector , opposite to what the media and analysts reported.

Posted by Gabriel Khoo > 2022-02-04 19:45 | Report Abuse

Can smell good dividends otw

Posted by Gabriel Khoo > 2022-02-04 19:47 | Report Abuse

Analysts report : indo policy will hurt high cpo
INDO POLICY: WILL HAVE SUSTAINABLE CPO PRICE

WHICH ONE WE SEE THEN WHERE WE GO

Posted by Johnzhang > 2022-02-07 09:34 | Report Abuse

SOP own estates producing about 1.3 mil mt FFB stand to gain a lot from higher CPO price. EPS 2021 is estimated 77 sen and PE of about 5x only ! Projected EPS 2022 is likely to exceed 80 sen due to higher CPO price expected.
Incredible value in this stock

Posted by ahbah > 2022-02-07 09:36 | Report Abuse

EPS on a solid uptrend !!!

Sapu kuat kuat !!!

Posted by Johnzhang > 2022-02-07 13:38 | Report Abuse

SOP was about $4.11 when CPO was about $3,000 on 3/1/2020.
Now, CPO is $5,800 (93% higher!) and SOP is only $4.03 this morning .
I can’t understand how analysts and investors apply the financial valuation principles!
At PE 10x , SOP should fetch $7.70 based on estimated EPS 2021 of 77 sen
At PE 15x , SOP should fetch $11.55 (77sen x 15)

Posted by ahbah > 2022-02-07 13:47 | Report Abuse

So, SOP is a laggard ?

SOP still got a long, long way to go UP ?

Posted by Johnzhang > 2022-02-08 07:47 | Report Abuse

SOP realised very good CPO selling price in 2021 .

Actual CPO price realised in 2021 (per QRs) :
Jan-Mar 21 $3,885
Apr-Jun 21 $4,414
Jul -Sep 21 $4,490
Simple av Jan-Sep 21 $4,263 which is very close to the spot market prices reported by MPOB.

Avg CPO spot price for Jan 2022 is $5,355. Feb spot price is likely to be higher. FCPO average from Feb to Dec 2022 as at 7/2/2022 is $5,189.

Based on the above, i am confident that SOP is going to make significantly higher profit in 2022 (2021 estimate EPS is already 77 sen)

Posted by Jonathan Keung > 2022-02-08 13:36 | Report Abuse

SOP up 2 days trading come the next day ....... Down

Posted by Johnzhang > 2022-02-08 17:29 | Report Abuse

Sop holding steady. Up marginally today.

Posted by calvintaneng > 2022-02-08 19:26 | Report Abuse

SOP will jump to Rm7 while Taann jumps to Rm6.00 by end 2022

Posted by Plantermen > 2022-02-09 10:52 | Report Abuse

Despite physical CPO hitting $5,700+ and trade analyst forecasting February production affected & hit by late harvesting rounds {labour & quality}.fuel further by Indonesia supply restrictions. Malaysian planter's counters hardly stirred. Best case scenario $5.50 to $5.85 based on golden cross formations and upper level of the MACD mark. Just my own chart view interpretation

Posted by Johnzhang > 2022-02-09 13:23 | Report Abuse

Plantermen, I have said many times that many Analysts are nuts and unprofessional. Irrespective of their ulterior motives , what they said reflects badly on their credibility and capability. They only see challenges and problems. I fact they see GHOSTs everywhere.

Plantation business is not short of challenges like in any other industry. Amid challenges, there are plenty of opportunities too. The challenges like labour , ESG ,etc will force the planters to change, innovate, adapt and improve efficiency which shall bring a lot of goods to the industry eventually. Despite all the challenges, the planters are still reaping bumper profits ,paying handsome dividend , and strengthen their financial position with many are net cash of hefty sum. The financial performance is all we as investors care about.

Posted by Jonathan Keung > 2022-02-09 16:17 | Report Abuse

Yup.nett cash, high dividend rate & golden opportunity

Posted by Johnzhang > 2022-02-09 18:33 | 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 19:10 | Report Abuse

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

Posted by Johnzhang > 2022-02-10 06:27 | Report Abuse

KUALA LUMPUR (Feb 9): The crude palm oil (CPO) futures contract on Bursa Malaysia Derivatives snapped two straight days of losses to close higher on Wednesday, lifted by a news report that Indonesia, the biggest supplier, is expanding its palm oil export curbs to include all palm oil products.

Palm oil trader David Ng said the news would lift sentiment and push demand for Malaysian CPO.

At the close, the CPO futures contract for February soared RM199 to RM5,765 a tonne, March 2022 increased RM168 to RM5,704 a tonne, April 2022 gained RM145 to RM5,594 a tonne,

The physical CPO price for February rose RM100 to RM5,820 a tonne.

Posted by Jonathan Keung > 2022-02-10 07:13 | Report Abuse

SOP final dividend announcement coming soon

Posted by Johnzhang > 2022-02-10 08:47 | Report Abuse

SOP's own FFB production in Q4 2021 was 315,481 mt (Q4 2020 325,944 mt), down by 3% y-o-y which is fantastic in view of worsening labour shortage. Avg CPO price for Q4 2021 is 54% higher y-o-y ($5,154 vs $3,341) Therefore, Q4 2021 y-o-y earning growth shall be explosive.

CPO price Jan 2022 is 43% higher y-o-y ($5,354 VS $3,748) and it is expected to hold above $5,000 for a while . We will see yet another explosive earning growth for Q1 2022 too.

SOP share price at $4.04 is just too undervalued!

Posted by risktoreward > 2022-02-11 01:45 | Report Abuse

SOP is a counter I missed, was queueing 3.50 last 2 weeks and this will look to be the one that got away