Posted by StartOfTheBull > 2022-10-19 15:06 | Report Abuse

Titan3322 I didn't ask people to buy or sell any stocks and I know it is incorrect to do that.

Posted by StartOfTheBull > 2022-10-19 17:02 | Report Abuse

Good chance CPO back to above RM4,500 when La Nina expected to take its effects on FFB production starting around end of November this year.

Posted by calvintaneng > 2022-10-19 18:18 | Report Abuse

Sop

super value plus super growth stock

will see boom times ahead

Posted by EastWestTalker > 2022-11-09 16:33 | Report Abuse

is it time for oil already?? my bullets cant wait for it d

Posted by EastWestTalker > 2022-11-09 16:33 | Report Abuse

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 EastWestTalker > 2022-11-14 13:27 | Report Abuse

oil still fine, still worth to hold

Posted by vale0111 > 2022-11-14 15:32 | Report Abuse

Malaysia's palm oil board on Monday warned of a tough 2023 for the market for the world's most consumed edible oil, with the persistence of global uncertainties in weather, geopolitics and economics that have caused wide price swings this year.

The edible oils market has grappled with volatility triggered by recession fears, Russia's invasion of Ukraine and governments' curbing exports to protect domestic food supplies.

Posted by vale0111 > 2022-11-14 15:32 | Report Abuse

State agency Malaysian Palm Oil Council (MPOC) said flood-related supply worries combined with a weaker ringgit would keep prices of the edible oil between 4,000 and 4,400 ringgit a tonne until the end of December.

Prices would be 3,900 to 4,300 ringgit until March 2023, and slip further to 3,800 to 4,200 ringgit in the second quarter, said MPOC Chief Executive Wan Aishah Wan Hamid.

The futures contract was trading at 4,172 ringgit ($910.52) at midday on Monday.

The MPOC forecast Malaysia's 2022 crude palm oil production would shrink for a third year to 18.08 million tonnes, compared with 18.1 million tonnes last year. It sees Indonesia's production rising to 46.6 million tonnes from 44.7 million tonnes in 2021. - Reuters

Posted by dashengyong82 > 2022-11-15 15:44 | Report Abuse

In September 2022, the local palm oil stocks exceeded 2.3 million tonnes, the highest level in 18 months, but palm oil prices further declined to the lowest level since June 2021

Posted by dashengyong82 > 2022-11-15 15:44 | Report Abuse

For the medium term, the ongoing Russia and Ukraine conflict will still be a factor and palm oil supply growth will likely plateau next year.

“We forecast that price will likely remain between RM3,900 per tonne and RM4,300 per tonne until March 2023,” she said during her presentation at the Palm Oil Internet Seminar yesterday.

In terms of palm oil stocks, she said the Malaysian palm oil stocks had been on a declining trend from December 2021 to April 2022 resulting in higher prices recorded as stock levels have an inverse relationship to price. However, since May 2022, stock levels have been rising and prices have declined.

Posted by Praxeology > 2022-11-21 18:46 | Report Abuse

Sarawak Oil Palms Berhad is one of the leading palm oil producers in Malaysia. With over 40 years of experience, ерун are committed to providing high quality palm oil products to their customers.

Posted by calvintaneng > 2022-11-27 21:45 | Report Abuse

SOP results

YoY is up but QoQ down slightly

Total cash is up by Rm200 mil while debt is down by Rm200 millions

Cash less debt SOP now has Surplus cash of Rm500 millions

Being debt free SOP can certainly declare better dividends

Posted by calvintaneng > 2022-11-27 21:48 | Report Abuse

Correction

Cash is up by Rm200 mil
loan is down by Rm100 mil

Net cash after minus loan is Rm500 millions

SOP can give better dividend as it is now debt free and one qtr revenue alone over Rm1.3 Billion strong

Posted by yhyau77 > 2022-11-29 08:06 | Report Abuse

With the world economy heading into stagflation, industries that will hold value are those producing essential basic goods and services and hopefully the plantation sector will remain strong given that palm oil is one of the cheaper sources of edible fats coupled with foreseeable higher bio fuel demand.
With healthy cash balances and balance sheets, opportunities abound to enhance capacities (increase land bank, downstream diversification, even Graphene from palm waste).

Posted by Mabel > 2022-12-27 13:14 | Report Abuse

Haha Mabel just got from Mabel's Plantation..

Weather is beautiful today at our Plantation. As we about to cross 2022 checker flag, one of Mabel Sarawak Plantation has given dividend payment of RM0.10 per share, and in the last 12 months, the company paid a total of RM0.30 per share. Looking at the last 12 months of distributions, Ta Ann Holdings Berhad has a approximately 7.7% on its current stock price of MYR3.90. Dividends are a one of major sources of income for us farmers.

Life is so beautiful...

Hujan Emas 5G Techs sedang berkembang
Hujan Emas Banking sedang berlari lari
Hujan Emas O&G sedang bergelombang
Hujan Emas Sawit berbunga berseri seri

https://www.youtube.com/watch?v=lqOLC7-SBaI

Mabel the Farmeow

Posted by calvintaneng > 2023-02-20 09:30 |

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Posted by calvintaneng > 2023-02-23 23:08 |

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Posted by SEE_Research > 2023-02-27 13:22 |

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Posted by SEE_Research > 2023-02-28 10:45 |

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Posted by SEE_Research > 2023-02-28 10:58 |

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Posted by SEE_Research > 2023-02-28 11:03 |

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Posted by SEE_Research > 2023-02-28 17:39 |

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Posted by Yau Yh > 2023-02-28 19:40 | Report Abuse

Decent quarter results given the challenging environment.

Posted by titan3322 > 2023-02-28 19:51 | Report Abuse

Hahaha actually the last qtr result is not too bad turning in an EPS of 5.45 sen. If you annualised it you will get an EPS of 21 sen and at the price of 2.64 the PE of this stock is only 13 which is cheaper than most plantation stocks in Bursa but because of its stingy div payout it never attract big funds however solid it is ! Btw when CPO price is back at above 4K per tonne I think it is ok to add SOP to your portfolio

Posted by SEE_Research > 2023-03-01 15:32 |

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Posted by SEE_Research > 2023-03-01 16:30 |

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Posted by Yau Yh > 2023-03-02 13:30 | Report Abuse

Latest update on Sunflower production in Ukraine.https://www.agflow.com/agricultural-markets-news/ukraine-to-lower-sunseeds-output-by-42/

Posted by Yau Yh > 2023-03-02 13:30 | Report Abuse

Latest update on Sunflower production in Ukraine.
https://www.agflow.com/agricultural-markets-news/ukraine-to-lower-sunseeds-output-by-42/

Posted by Yau Yh > 2023-03-02 13:30 | Report Abuse

Latest update on Sunflower production in Ukraine.
https://www.agflow.com/agricultural-markets-news/ukraine-to-lower-sunseeds-output-by-42/
Looks like shortage coming.

Posted by StartOfTheBull > 2023-03-02 15:16 | Report Abuse

Refusing to declare dividend leading to share price drops?

Posted by calvintaneng > 2023-03-02 21:59 |

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Posted by Johnchew5 > 2023-03-02 23:23 |

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Posted by Bon888 > 2023-03-02 23:43 | Report Abuse

Is SOP price now is a good price to enter? Financial result is good why share price going down?

Posted by calvintaneng > 2023-03-03 13:14 |

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Posted by calvintaneng > 2023-03-06 10:19 | Report Abuse

https://www.youtube.com/watch?v=um91iJoZ8b0

Posted by titan3322 > 2023-03-07 20:32 | Report Abuse

Hahaha If the price stay like this all the call warrants will become worthless which is quite likely so still dare to dabble in call warrants ? Terjun laut oh hehe

Posted by Bon888 > 2023-03-13 22:24 | Report Abuse

Maybe is time to accumulate it. I wait and see first.

Posted by titan3322 > 2023-03-14 10:57 | Report Abuse

All call warrants as good as gone ! blh terjun laut

Posted by Michael Kwok > 2023-03-14 10:58 | Report Abuse

Sell sop rm 2.39-2.42
Tp below 2
14/3/23 11.00am

Posted by titan3322 > 2023-03-15 09:49 | Report Abuse

Hahaha@ Michael Kwok you wanna collect at 2.20 ka ? Maybe when CPO fall below RM3500 you can try lah hehe

Posted by KingKoil > 2023-03-15 18:29 | Report Abuse

on your mark

Posted by Bon888 > 2023-03-15 20:10 | Report Abuse

Don't go up so fast, let me accumulate it first. Slow slow

Posted by calvintaneng > 2023-03-16 22:22 | Report Abuse

Insiders /directors holding lots of Sop above Rm2.30

there is long term great value in Sop

Posted by titan3322 > 2023-03-21 16:44 | Report Abuse

Kesian semua itu call warrants there is only one winner ie the issuer the IBs will make sure the underlying stock will fall

Posted by VincentTang > 2023-03-22 13:07 | Report Abuse

Palm oil price big drop 3.7% to 3644 now.

Posted by Yau Yh > 2023-03-22 15:25 | Report Abuse

News on biofuels
https://www.theedgemarkets.com/node/660201
Buy low Sell High anyone?

Posted by titan3322 > 2023-03-23 11:02 | Report Abuse

Enjoy ! getting below esos price haha

Posted by calvintaneng > 2023-03-25 13:01 |

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Posted by Bon888 > 2023-03-29 20:56 | Report Abuse

What is the expected profit for next quarter? Increase or decrease ?

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-03-30 16:34 | Report Abuse

Security LastPr PE DY% Divcts ROE ttm-marg
SOP (Plantation) 2.38 4.41 2.8 6.67 14.59 9