Posted by titan3322 > 2022-08-15 19:48 | Report Abuse

Another month of good production fig. RHB issued 40 mil of call warrants on SOP so be aware of some manipulation by the IB to suit them

Posted by titan3322 > 2022-08-18 12:00 | Report Abuse

Results will be out soon. All time high hope will give at least 10 sen diviend. Anything more than 10 sen will be positive and will propel it to 3.00 no BS

Posted by calvintaneng > 2022-08-18 21:52 | Report Abuse

Sop is perhaps the most power growth palm oil company now
P/E 2.88

And will even go lower

Posted by calvintaneng > 2022-08-18 21:53 | Report Abuse

Price of Sop can go up like klk longer term

Posted by calvintaneng > 2022-08-22 08:56 | Report Abuse

HAPPY MORNING ALL AT SOP

This Qtr result includes CPO at Rm6,552

SOP FFB also up 11%

CO has 300,000 Acres Palm Oil will do well and can only get better

EXTRA!

Drought in Europe decimated Olive Oil by 25%

SOP has "THE RED PALM OIL" commanding high profit!

EXPECT GREAT IMPROVEMENTS!

Posted by titan3322 > 2022-08-22 11:11 | Report Abuse

Investors are cash div hungry nowadays. Result will be good no doubt but will see what kind of div they are giving if still stingy on div but generous on esos then it can't go up much

Posted by titan3322 > 2022-08-23 10:16 | Report Abuse

Actually we don't have to look at other plantations price to make decision to buy or sell bcoz relatively SOP is already very much cheaper than most for eg Sime plant and IOI their earnings could be lower than SOP but still commanding a much higher price !

Posted by Plantermen > 2022-08-24 10:15 | Report Abuse

Yup. Perception can be misleading. Look at CPO discount vs SBO premium . A staggering USD 400 per tonne discount { A historical high}

Posted by Plantermen > 2022-08-24 10:24 | Report Abuse

Europe is having an extreme heat wave impacting their yields, supply and production. Buyers will switch over to palm sooner rather than later. The 4 big grain producer{s} in Europe { Russia, Ukraine, France and Germany} is all facing multiple issues. Russia & Ukraine issues { bread basket} of Europe is well documented. Now France and Germany is facing a severe drought and heatwave. Weather is playing havoc to the so called expert`s analysis & agricultural forecast

Posted by titan3322 > 2022-08-24 16:46 | Report Abuse

Playing catch up IOI and Sime plant big fall despite 10 sen div if SOP can give 10 sen surely people will switch lor

Posted by Abba84 > 2022-08-25 11:36 | Report Abuse

Drop again..X sustain,due t esos
Better cut lost x hope sop!

Posted by Abba84 > 2022-08-25 11:56 | Report Abuse

Hopeless sop

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 kinuxian > 2022-09-08 11:42 | Report Abuse

There're always reasons why a firm with financial stat looks decent, but selling cheap. It's pretty hard for fund manager or operators bet on SOP in near term due to:
1: Tens of million shares from ESOS sold from 3 and above. Any yet, there're tens of millions ESOS can be exercised anytime. Doubt any fund manager or operators will create another exit windows for them (retailer bought at higher range & ESOS).
2: FFB production is on downtrending, eg: MIB est -5% on y2y basis
3. Very stingy dividend payout. The willingness to share profits with shareholder doesnt happened when they strike very good profits in 1H, what're the chances in coming quarters? Thus, put off long terms & dividend play holders. Management credibility is count to attract this grp of investor too.
3. CPO hype just over on 1H, it take times to complete its commodity stock cycle. FCPO price is on downtrending, the near term best outcome is reaching its stabilization. Dont bet too much on gap between CPO and SBO, as SBO can plunge while CPO maintains flat.

See price action from 2014 peak to 2019 bottom, that's tell commodity stock cycle.

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 | Report Abuse

Fcpo rebounding above Rm3800

Go go power ranger

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

Real time fcpo now Rm3888