Posted by titan3322 > 2022-08-25 14:56 | Report Abuse

Most of the esos ex bonus cost is 2.40 at current price there is not much incentives for them to sell espcially now CPO price is above 4K per tonne. I can see operators at work but is very risky to short sell at this moment some cash rich retailers are bargain hunting me included.

Posted by titan3322 > 2022-08-25 20:45 | Report Abuse

Qtr result will be out tomorrow. It will probably set another record. Hopefully will declare 10 sen div !

Posted by titan3322 > 2022-08-26 09:52 | Report Abuse

Hantu sudah keluat mau takutkan orang hehe. Kalau berani kasi turunkan 2.72 I am waiting ! Sudah kata record profit lagi mau cuma manipulate hehe

Posted by mrcrab > 2022-08-26 17:35 | Report Abuse

so stingy. 4 sen Div. hahaha

Posted by mrcrab > 2022-08-26 17:38 | Report Abuse

Management rather give ESOS then Div. No point holding to this stock.

Posted by titan3322 > 2022-08-26 19:31 | Report Abuse

Very disappointing dividend. 2 qtrs ardy made 40 sen but gives 4 sen div no wonder no big funds are interested in this stock despite fantastic result. I will throw all if they give out esos again !

Posted by calvintaneng > 2022-08-26 19:46 | Report Abuse

Results of SOP

p/e now 3.99
Yield is 25%

Warren Buffet Berkshire best years also get 25%

Revenue at Rm1.39 billions after one free bonus for two compared before at Rm1 41 billions mean SOP revenue growth has been commendable

Posted by calvintaneng > 2022-08-26 19:51 | Report Abuse

On solid footing balance sheet now shows vRm1.1 billions cash and debt only Rm800 millions

SOP can certainly give a higher dividend

Posted by Johnzhang > 2022-08-26 19:51 | Report Abuse

The earnings and 4sen interim dividend is based on the enlarged share capital after Bonus issue. In this respect, it is a good improvement compared to previous years .
I am think there will be possibly 8 sen final dividend bring total yearly dividend to possibly 12sen . Dividend yield begins to look much better now .

Posted by calvintaneng > 2022-08-26 20:48 | Report Abuse

actually SOP give a nice 12 sen dividend as it has given a 1st interim dividend of 6 sen

this second dividend is based on after bonus one free for two

for every one share we get half

so dividend is 4+2 = 6 sen

total is 12 sen

Posted by calvintaneng > 2022-08-26 20:50 | Report Abuse

Since SOP at strong growth stage a fair dividend suffice

And it's Nav has increased from Rm3.27 to Rm3.63 (up 11%)

Posted by Johnzhang > 2022-08-27 05:43 | Report Abuse

Chicago soybean futures rose past $16 per bushel in late August, the highest in over two months, amid concerns of poor growing conditions in the US and higher import demand from major consumer China. Heatwaves in the American Midwest hampered the supply outlook on the current crop, as weather forecasts still do not favor clear indications of rain for the coming days. In the meantime, record-setting heatwaves for multiple Chinese regions damaged the incoming crop, driving grain traders to enter international soybean markets.

Posted by Johnzhang > 2022-08-27 05:52 | Report Abuse

EPS 1H is 40sen
Forecast EPS FY 2022 70sen.
Prospective PE based on last traded share price of $2.75 is only 3.9x. That’s ridiculously low!!

Posted by Johnzhang > 2022-08-27 09:33 | Report Abuse

As at 25/8/22, CPO fob Malaysia usd1,069/mt. SBO ex Rotterdam usd1,655/my. CPO is cheaper by usd586/mt ridiculously! When CPO stock pressure ease in Indonesia soon , the price gap should narrow to usd200/mt with CPO price potentially increase by usd386/mt or RM1,700/mt. This shall bring CPO back to around RM6,000/mt.
SBO price has little chance to go down with weather havoc in Europe, China and U.S.

Posted by Johnzhang > 2022-08-28 06:58 | Report Abuse

Edible oil price will be going up and stay elevated for many years
————————-
Aug 27): Europe’s fertiliser crunch is deepening with more than two-thirds of production capacity halted by soaring gas costs, threatening farmers and consumers far beyond the region’s borders.

Russia’s squeeze on gas shipments in the wake of Moscow’s invasion of Ukraine is hurting industries across Europe. But fertiliser companies are being especially affected because gas is both a key feedstock and a source of power for the sector.

Wholesale fertiliser prices, which fell back after climbing to multiyear highs following Russia’s assault, are rising again as European Union producers curb capacity. Ammonia prices in Western Europe have surged over the last two years, according to data by Bloomberg’s crop nutrient analysis company Green Markets. Dwindling supplies will keep prices elevated, threatening productivity as farmers are forced to scale back their use of the key nutrient. That in turn will hit consumers as food inflation accelerates.

Posted by titan3322 > 2022-08-29 09:18 | Report Abuse

Hahaha negative reactions to SOP excellent result bcoz of 4 sen div

Posted by yhyau77 > 2022-08-29 18:18 | Report Abuse

Ever heard of Graphene, Graphene batteries and guess what it is made from?
https://focusmalaysia.my/palm-kernel-powered-graphene-producer-graphje...

Graphene batteries infohttps://www.androidauthority.com/graphene-batteries-explained-1070096/

Posted by Johnzhang > 2022-08-29 20:52 | Report Abuse

Aug 29): Goldman Sachs Group Inc urged investors to pile into commodities as most recession risks coursing through global markets are overblown in the near term, arguing that raw materials stand to rebound amid a profound energy crisis and tight physical fundamentals.

“Our economists view the risk of a recession outside Europe in the next 12 months as relatively low,” analysts including Sabine Schels, Jeffrey Currie and Damien Courvalin wrote in a note. “With oil the commodity of last resort in an era of severe energy shortages, we believe the pullback in the entire oil complex provides an attractive entry point for long-only investments.”

Note : I am bullish on food/CPO and energy

Posted by Lemon5815 > 2022-08-30 00:04 | Report Abuse

@Johnzhang
Agree with your point of view. Personally, I also optimistic on energy and plantation sector for two years.

Posted by mrcrab > 2022-08-30 09:49 | Report Abuse

SOP should learn from TAANN on how to appreciate shareholders. Look at how TAANN price move after announce 15sen dividend

Posted by titan3322 > 2022-09-01 09:35 | Report Abuse

Apa macam ? 4 sen div makan KFC pun xcukup !

Posted by Abba84 > 2022-09-01 12:48 | Report Abuse

Titan..u had truckloads,lorries,loads at Good pric.surely ,eating few barrel s of kfc sud has no problem wth.4 cts dividend.!

Posted by Johnzhang > 2022-09-01 19:23 | Report Abuse

Beware of sharks swimming in the market! You may be eaten up .

Posted by Johnzhang > 2022-09-02 06:54 | Report Abuse

Do your homework before buy or sell . Don’t get tricked by many fake gurus out there .

Posted by casanwk > 2022-09-05 10:38 | Report Abuse

Institutional candle (IC) : 240 - 243 ( 15 minutes)
This IC sponsor the upmove on 18 july22
Still valid?

Posted by casanwk > 2022-09-05 10:41 | Report Abuse

Or some traders prefer a change of charater on 15 minutes!

Posted by Johnzhang > 2022-09-06 18:02 | Report Abuse

I think SOP’s dividend will gradually improve. Earnings wise , SOP is stronger .

Posted by casanwk > 2022-09-07 13:51 | Report Abuse

Is sop setup follow Tann?
High and lower high in 5 minutes.
Don't jump in , get ready n wait for smart money next! move

Posted by casanwk > 2022-09-07 15:10 | Report Abuse

Most probably smart $ is running low on battery
Need to charge at next station :249 - 251
Hahaha

Posted by Johnzhang > 2022-09-07 17:20 | Report Abuse

On relative valuation, SOP ($2.55) looks cheap compared to Taann ($4.22) at today’s price .
Hope that SOP shall attract some attention soon .

Posted by Johnzhang > 2022-09-07 17:27 | Report Abuse

SOP’s. EPS 1H 2022 is 40sen
TaAnn’s EPS 1 H2022 is 44sen
SOP share price is $2.55
Taann share price is $4.22
Notwithstanding that Taann pays higher dividend, SOP’s share price discount to Taann is just too steep!

Posted by MorningGlory123 > 2022-09-08 13:30 | Report Abuse

Strongly advise all members, stay away from planter stocks

Foresee CPO price will dip below 2,800 for the next 6 months

Most of the global commodities price will wildly adjusted lower soon

Posted by Johnzhang > 2022-09-08 15:47 | Report Abuse

Don’t over react to ESOS and ‘poor’ dividend. There are people anxiously waiting to grab your shares at low price.
I think the dividend yield is improving to 4% for FY 2022 which is reasonable.

Posted by Johnzhang > 2022-09-13 18:21 | Report Abuse

CHICAGO (Sept 12): Chicago Board of Trade (CBOT) soybean futures surged to their highest price since June on Monday (Sept 12), and closed near their highs, after the US government made bigger-than-expected cuts in its domestic harvest estimates.

Corn futures also hit their highest price in more than two months, following a reduced production outlook from the US Department of Agriculture (USDA).

Posted by Johnzhang > 2022-09-13 18:24 | Report Abuse

CPO rebounded over RM200 pmt. More solid gain expected into 4qtr and into 2023.

Posted by calvintaneng > 2022-09-21 11:36 |

Post removed.Why?

Posted by calvintaneng > 2022-09-21 16:44 |

Post removed.Why?

Posted by casanwk > 2022-09-26 09:26 | Report Abuse

Spring down?
(Wyckoff theory)
Manipulation by pros!
Park @2.36

Posted by supersinginvestor > 2022-09-26 15:25 | Report Abuse

Palm oil over like gloves...
Read up to know why..
Good luck...

Posted by supersinginvestor > 2022-09-26 15:48 | Report Abuse

No same like gloves...
Read up m know it..
Sorry i cant spoon feed you...
I give u clue...
Vegetable oils now a national security for nations as gloves...
Gloves not only china la...lol...gloves now everyone make thier own...no one want china stuff lerr ..

Posted by supersinginvestor > 2022-09-26 15:50 | Report Abuse

Read up on
Adani-wilmar...
Palm oil over cos of alternatives..
Gloves same...
Sorry...
Get on with the flow...
Those who refuse to go with the flow will burn..
I withdraw all positive calls on palm oil...

Posted by titan3322 > 2022-09-29 19:39 | Report Abuse

Opportunity to buy much cheaper than esos price now. What do you think ?

Posted by Abba84 > 2022-10-06 13:27 | Report Abuse

Titan3323 looks likely the winner!
Kept buying wen pric lows..others throw h buys.
How many esos still around .wth directors?

Posted by Abba84 > 2022-10-06 17:05 | Report Abuse

Thanks,titan33

Posted by casanwk > 2022-10-11 16:13 | Report Abuse

Next order block 221- 222?

Posted by The1913Sun > 2022-10-17 14:12 | Report Abuse

is oil day coming?

Posted by The1913Sun > 2022-10-17 14:12 | Report Abuse

Investors should adopt a profit-taking strategy – given the continued uncertainty on Indonesia’s Domestic Market Obligation (DMO) policy impact, and with the recent change in tax structure which is punishing for companies that want to get an exemption. We downgraded three recommendations during the recent quarter’s reporting season. We maintain our NEUTRAL sector weighting.
The 1Q22 reporting season saw most planters booking results that beat expectations on the leveraged impact of higher CPO prices, with eight stocks above, one in line with, and five below expectations.
Production trends in Malaysia and Indonesia varied in 1Q22, with Malaysia’s output in 1Q22 rising 3.9% YoY, but falling 21% QoQ. For the Malaysian companies under coverage, however, we saw FFB output fall 3.5% YoY. In Indonesia, official numbers reported a CPO output rise of 9.5% YoY in 1Q22 and drop of 7% QoQ. However, we saw a mix of output trends from the companies we cover, with most posting double-digit YoY declines, while others posted flattish or double-digit growth in 1Q22, due to different weather patterns in different areas. Most planters in Malaysia are expecting production to recover further in 2H22, by a mid-to-high single-digit growth. Conversely, in Indonesia, most planters are expecting mid-single-digit growth, due to the high base effect in 2021.
Forward-selling activities picking up for 2H22. Despite average spot CPO prices of c.MYR6,183/tonne in 1Q22, most planters were unable to realise this, due to their exposure to Indonesia and some forward-selling activities. While we saw a less aggressive forward-selling stance in 4Q21, there has been a pick-up in forward-selling activities for the rest of 2022, as planters are nervous about the sustainability of high prices and the impact Indonesian trade policies will have on prices.
Malaysia’s CPO output was flattish (-0.1% YoY) in May, while stocks dropped 7.4% to 1.52m tonnes, due to a 26.7% MoM rise in exports due to the Indonesian export ban. Despite the lifting of this ban at end-May, we believe exports from Malaysia would not fall too significantly in June, given the logistics issues faced in Indonesia currently, as well as the difficulty in obtaining export permits. Stock levels could, therefore, remain low in June, and only pick up from July onwards.
Maintain NEUTRAL on sector, adopt a profit-taking approach. With the lifting of the Indonesia export ban, CPO prices and share prices of planters fell. As mentioned in our 20 May report (Plantation: Indonesia’s Export Ban Lifted, But What’s Next?), we advocated a profit-taking strategy, given the continued uncertainty on the DMO policy impact in Indonesia. In addition, the special USD200/tonne tax to get a DMO exemption would be punishing for players in Indonesia that are finding it difficult to obtain the necessary export permits to export their products.
In 1Q22, we cut our calls on Ta Ann and PP London Sumatra Indonesia to NEUTRAL (from Buy), and on Genting Plantations to SELL (from Neutral). We now have four BUYs, nine NEUTRALs, and one SELL call.

Posted by calvintaneng > 2022-10-19 13:35 |

Post removed.Why?

Posted by VTrade > 2022-10-19 13:44 | Report Abuse

Leets say
1.60 to 1.00
Total there is
600bips

2.5 to 5
There is only 2500 bips

Betul ?

Posted by StartOfTheBull > 2022-10-19 13:59 | Report Abuse

From Ta Ann forum:

titan3322

Can sell at this price lah woi nanti regret !

3 hours ago


titan3322

You bukan xtau counter ni kuat manipulasi pasti turun below 3.60 !

3 hours ago


Nepo

correct, sold all@3.66

2 hours ago

*********
What is this dude? Not knowing that plantations counters rides on the same boat?