Posted by Ckk2266 > 2017-06-06 16:27 | Report Abuse

Bought SOP @ 3.46

Posted by Ckk2266 > 2017-06-06 16:57 | Report Abuse

Yesssss!

Posted by abangadik > 2017-06-06 17:06 | Report Abuse

wow great catch @ckk2266

Posted by Ckk2266 > 2017-06-13 11:36 | Report Abuse

Sold @ 3.54-3.55

Posted by Sarawakians > 2017-06-14 04:26 | Report Abuse

Good QR 5 sen dividend coming why throw?

Posted by Sarawakians > 2017-06-14 04:27 | Report Abuse

Last year election we can see RM 4. Election over we also forgotten? How to give BN big win again in GE 14?

Posted by enning22 > 2017-06-16 04:07 | Report Abuse

investment counter , buy and keep, by year end , see good result

Posted by choongbenghin > 2017-06-19 16:56 | Report Abuse

Expecting a Bonus Issue? 1) The RM 247 M Share Premium must soon be utilized for the Bonus Issue. 2) Base on the past year treatment, Bonus Issue will be offered 6 month after a Rights Issue is completed.

Posted by enning22 > 2017-07-10 18:52 | Report Abuse

America soyabean crop this year looks as not growing well as earlier expected., soyabeans price keep firming up, so far up 5% from low.CPO price turns steady as well.

Posted by coldinvestor > 2017-07-14 08:13 | Report Abuse

不要再浪费时间在种植股了， 敢快去发掘即将出现的爆涨股。

Posted by enning22 > 2017-07-14 10:39 | Report Abuse

投资金律：人弃我取。种植股有成长期，成熟收获期。现在沙劳越棕油，正走到成熟收获期，参考第一季营利，第二月季，将证明此观察。看看k.l.k种植，再比较一下，就明白。目前投资界认为，生产增加，油粽价格会大幅度下降，下降到成本价，造成无利可图。这样是错误的观点，他们没考虑到中国人和中国养殖业也对对油脂的消费正大幅度增长，特别此养禽鸡等需求的增加。油脂正好适当的供应。

Posted by Morphues2905 > 2017-07-14 12:03 | Report Abuse

cold investor, what share u recommend now ah?mind intro?

Posted by enning22 > 2017-07-14 12:12 | Report Abuse

luxchem
http://www.theedgemarkets.com/article/aminvestment-research-starts-coverage-luxchem-fair-value-rm274

Posted by Sarawakian8 > 2017-07-18 09:46 | Report Abuse

You(BN) help us we vote you. SOP RM 4 by GE 14 can?

Posted by enning22 > 2017-07-21 10:45 | Report Abuse

don't be silly,BN helds themselves only nor for anybody else.SOP 4 rm by year end is possible as profit result would be excellence.Drought condition is developing in US farm belt, if that happens,best for CPO price.

Posted by enning22 > 2017-07-26 00:24 | Report Abuse

Palm hits two-month high on stronger soyoil
July 25, 2017 20:55 pm MYT
KUALA LUMPUR (July 25): Malaysian palm oil futures surged nearly 3% to two-month highs on Tuesday evening, supported by expectations of lower than forecast production in July and tracking strong gains in soyoil on the Chicago Board of Trade (CBOT).
The benchmark palm oil contract for October delivery on the Bursa Malaysia Derivatives Exchange was up 2.9% at RM2,626 (US$613.55) a tonne at the close. That was the highest since May 23 thanks to the best daily gain in more than three months.
Traded volumes stood at 53,471 lots of 25 tonnes each in the evening.
"The palm market was up, riding the CBOT rally on reports of crop damage," one Kuala Lumpur-based futures trader said.
The October soybean oil contract on CBOT rose by 0.9%, in line with soybean prices that hit two-week highs after the US Department of Agriculture said that recent dry weather had damaged more of the crop than expected.
Palm oil prices track movements in related edible oils that compete for a share in the global vegetable oils market.
The trader said the market had lowered its forecast for palm oil production in July, supporting prices in early Tuesday trade.
Palm oil production in Malaysia, the second-largest producer behind Indonesia, is seen rising in the second half of the year, but gains could be limited by the lingering impact of the crop-damaging El Nino in 2015.
Production in 2017 is estimated to reach between 18.7 million tonnes and 19.5 million tonnes, up by about 10% from 2016 levels but below the record high of 19.96 million tonnes in 2015.
Palm oil seems to have stabilised around support at RM2,541 a tonne and could rise towards resistance at RM2,591, said Wang Tao, a Reuters market analyst for commodities and energy technicals.

Palm, soy and crude oil prices at 1208 GMT

Contract Month Last Change Low High Volume
MY PALM OIL AUG7 2650 +57.00 2603 2650 1612
MY PALM OIL SEP7 2635 +71.00 2578 2640 7290
MY PALM OIL OCT7 2625 +73.00 2565 2631 25817
CHINA PALM OLEIN SEP7 0 +0.00 0 0 0
CHINA SOYOIL SEP7 0 +0.00 0 0 0
CBOT SOY OIL DEC7 34.32 +0.23 34.2 34.62 14980
INDIA PALM OIL JUL7 484.80 +5.30 480.00 485.3 1415
INDIA SOYOIL AUG7 644.3 +5.50 641.05 646.5 32010
NYMEX CRUDE SEP7 47.24 +0.90 46.38 47.27 204153
Palm oil prices in Malaysian ringgit per tonne

Posted by enning22 > 2017-07-27 15:18 | Report Abuse

CPO price today climbs to 2679 rm for spot delivery.fantastic price for plantation stocks.if CPO price reaches 3000rm per tonnes, like last year,many FUNDS would come in for sure.

Posted by enning22 > 2017-07-27 15:38 | Report Abuse

current season is a low season for consumer demand ,while fourth quarter is demand high season,you can figure out wat it would be .

Posted by limch > 2017-08-01 10:15 | Report Abuse

SOP EPS>Perstima, Lotte why price so low?

Posted by limch > 2017-08-01 11:19 | Report Abuse

If Lotte EPS 6 sen RM 4.4 SOP RM 4 is fair.

Posted by limch > 2017-08-01 11:25 | Report Abuse

Last year Q2 2016 EPS 7.6 sen coming QR worse result?

Posted by enning22 > 2017-08-02 10:09 | Report Abuse

due to annual seasonal variation in supply and demand and pricing factors, the four quaterly results can be estimated in this pattern ,for SOP: 1Q--70M, 2Q-45/50M , 3Q--45/55M, 4Q--70/80M. as rough estimate.so a minimum of 200m plus is assured, as investment stock,not too bad .

Posted by curious2 > 2017-08-03 09:59 | Report Abuse

EPS 12 sen(Q1 2017) why consider worse than Lotte or Penta?

Posted by chongyo > 2017-08-04 15:30 | Report Abuse

SOP dividend yield is unattractive. It will worth a lot more only if Management is a bit more generous in dividend.
Steady and very safe business, sure profitable be it good time bad time.

Posted by enning22 > 2017-08-04 17:00 | Report Abuse

IF dividend policy can be adjusted to 50% pay out from net annual profit, the dividend could be 20 sen as minimun.

Posted by Gabriel Khoo > 2017-08-09 20:19 | Report Abuse

Who attended agm

Posted by coldinvestor > 2017-08-11 14:38 | Report Abuse

股市大跌过后必会升起， 赶快换股， 买进将会在下次爆涨的股票。

Posted by enning22 > 2017-08-11 18:54 | Report Abuse

废话，潭桶师爷，想是投资和投机搞浑了。阁下自己想干啥，就干啥。提供错误思想就不好。

Posted by enning22 > 2017-08-11 19:05 | Report Abuse

今天满天战争谣言，美国对峙北朝鲜。造成市场情绪疲弱，但是看粽油现货行情，居然相反走向，q强劲的又攀新高。收市2678 rm.

Posted by enning22 > 2017-08-12 20:44 | Report Abuse

New Delhi, Aug 11 (PTI) The government today hiked the import duty on crude palm oil to 15 per cent from 7.5 per cent and on refined to 25 per cent from 15 per cent to curb cheaper shipments and boost local prices for supporting domestic farmers and refiners.
The import duties on other crude edible oils like soya and sunflower have been raised to 17.5 per cent from 12.5 per cent, according to a notification issued by the Central Board of Excise and Customs.
The hike in import duty of crude and refined palm oil will help restrict cheaper imports from Malaysia and Indonesia and benefit farmers which are in distress due to fall in prices of oilseeds below minimum support price because of bumper production. On July 27, an inter-ministerial panel headed by Finance Minister Arun Jaitley had reviewed edible oil availability in the country and discussed ways to deal with rising imports. A committee was set up later to look into import duty structure for checking cheap cooking oil shipments.
Edible oil industry body Solvent Extractors Association (SEA) welcomed the step, saying the move would help farmers to some extent but wanted duty difference between the crude palm oil and refined palm oil to be 15 per cent to support domestic processors.
"This is a welcome step to support the farmers. At the same time, the government could have raised the duty difference between crude palm oil and refined palmolein to 12.5-15 per cent to support domestic refiners for value addition," SEA Executive Director B V Mehta told PTI.
He said the decision would help in restricting cheaper imports to protect domestic farmers and processors.
"We import 70 per cent of the edible oil requirement. So, the landed cost of imported oil be such that it do not affect domestic farmers and processors," Mehta said.
India imports about 14.5 million tonnes of vegetable oils (edible and non-edible) per year to meet domestic demand.
Vegetable oil imports increased by 15 per cent in June at 13.44 lakh tonnes, according to industry data.
In the first eight months of the current 2016-17 oil marketing year, the import of vegetable oils rose marginally at 98,63,572 tonnes compared to 97,63,043 tonnes. The move is also expected to give a boost to sowing of oil seeds in the ongoing season. PTI MJH LUX MR

Posted by coldinvestor > 2017-08-13 16:11 | Report Abuse

这只股一年前是RM3.500， 现在还是， 可能明年也会是。 和趋势做朋友是不会错的， 大市向下或向上， 个人无法与大市对抗， 唯有顺势而为。今年或未来， 趋势在科技股与小型股（业绩爆涨）， 要买进种植股的朋友需三思啊！

Posted by Albukhary > 2017-08-13 16:34 | Report Abuse

Coldinvestor, do you mind to share more about trend investing?
I'm very agreed on trend investment, but the problem I face is I don't know how to measure how long the trend will continue.

For example, if SOP share price increase from RM3.50 to RM3.80, how I know whether the uptrend will continue or it will reverse back to RM3.50? Even if I make a right decision bought at RM3.80, and it continue uptrend to RM4.50, should I sell or hold?

I have many counter in my portfolio, when it raise 20-30%, I didn't sell it, then it reverse back. I have also have many counter, where I sell it with 30% gain, but it continue uptrend 200%-300%.

Appreciate if you could share more.

Posted by coldinvestor > 2017-08-13 17:37 | Report Abuse

举个例子， 两年前， 马币爆跌， 几乎“所有"电子（科技）与家私（传统）出口股股价爆涨一年有余，甚至有些科技股到现在还在涨， 比如 VS， UNISEM 等等。钢铁股也是， 去年中国大量去产能， 以及我国今年征收保护本地厂家的进口税， 造成钢铁价格大起， 几乎‘所有’钢铁公司业绩与股价爆涨。然而， 国际原油价格还停留在一桶US40-50之间， 何必为难棕油股呢！ 需知道， 石油为所有原产品之母。小资本股就要找出业绩会爆涨两年以上的。无可否认， SOP是‘好股‘， 只可惜股息太低， 你要她股价爆涨， 除非每年业绩成长超过20%以及派高息， 又或者国际原油价格上升至USD70。

Posted by Albukhary > 2017-08-13 23:34 | Report Abuse

Coldinvestor, thank for the example you made.

But I'm still confuse that how to measure how long the trend will going on.

For example, assume Crude Oil has been moving uptrend from USD43 on May'17, until USD60 on Sep'17, and many newspaper / analyst expect Crude Oil can reach USD70 by Dec'17.

At the same time, news come out that Soybean yield dropping, due to El-Nino, and Palm Oil price has been moving uptrend from RM2600 - RM3000 on Sep'17, and many newspaper / analyst expect Palm Oil can reach RM3400 by Dec'17.

Assume now is end of Sep'17, and SOP price is RM4.50 (up from RM3.50), would you jump in to buy SOP based on the above scenario? How you predict Palm Oil and Crude Oil will continue uptrend as per those analyst said? How can we know whether OPEC will suddenly increase production, or suddenly China impose import tariff on Palm Oil, or suddenly EU announce not to consume Palm Oil...etc?

I remember last year December, Palm Oil price increase to above RM3000, many analyst predict this trend will continue, as El-Nino effect will affect western country soybean production, Najib meet China President and China will import more Palm oil from Malaysia..blar..blar..blar. Then few month later, Palm Oil drop to RM2600.

Posted by VenFx > 2017-08-13 23:47 | Report Abuse

Demand & Supply that will have the significantly impact to any commodities prices.

Posted by coldinvestor > 2017-08-14 07:03 | Report Abuse

http://www.zaobao.com.sg/zvideos/news/story20170807-785210

Posted by enning22 > 2017-08-14 15:14 | Report Abuse

既然知道SOP是‘好股，‘就不要整天唧唧歪歪。言说无聊。派息低的原因是企业需要资金，扩充种植地库，现在已经增加到有120 千hacters.；而ffb 也有大幅度的增加。长期投资是重要选项，急功近利，不如上云顶赌一把。

Posted by enning22 > 2017-08-14 15:34 | Report Abuse

不同行业，自然会遭遇不同的经济周期。所以投资学，提倡portfolio management 不要把所有鸡蛋放在同一个篮子中。分开投资，而投资比率，按自己的认识，有所加大/减少，看经济和政治周期的运行而决定。随便唱衰这个，过度投入另一个。一旦出现转变，将陷困境。

Posted by enning22 > 2017-08-14 15:53 | Report Abuse

股市常常会碰上“事后诸葛亮的人物”.他们吹嘘那些已经价格已经高涨的股；唱衰尚未起的股。而不是去分析，特定股票的价值。问题是，涨了一年多，是否会继续涨？或者已经是顶峰？好了，你买了，是否在最高的价位入货。要是如此，那恭喜发财了。尚未起的股，处于低价。有好处。就是不会让你输钱。

Posted by coldinvestor > 2017-08-15 11:11 | Report Abuse

你会投资股价长时间不振的公司， 每年像征性派息不及定存一半的公司吗？ 投资这只股， 必须三思再三思。

Posted by enning22 > 2017-08-15 15:48 | Report Abuse

你的想法有其一定的道理。分开投资，减少风险是有益的投资策略。LCtitan 是另一个首选。20%，30%， 30% ，20%。分开投资，必胜策略。今日加重LCtitan。

Posted by enning22 > 2017-08-15 16:04 | Report Abuse

早期投资IOI,股价才1.20。很长时间都不升。就转换到其它股项。几年后回个头看，哎呀，股价高涨。股息，红股和分析，现在相当于十多，二十块了。后悔莫及。

Posted by enning22 > 2017-08-15 16:58 | Report Abuse

coldinvestor 的投资观点有点幼稚和单调，他只考量股息。其实应该看“企业资产价值分析”，科技股就需要看“成长的潜能”。intrinsic value and growth potential.

Posted by enning22 > 2017-08-16 09:39 | Report Abuse

啊哟，一个无良，无知诈骗犯在诈骗。做粽油的谁都知道，第二季一贯会有所收缩，因为是需求的淡季。第三第四季是需求强劲的时期，会有高营利。

Posted by coldinvestor > 2017-08-16 11:46 | Report Abuse

总有藉口， 可怜呀， 自欺欺人， 没勇气接受事实。

Posted by huatgor289 > 2017-08-16 13:29 | Report Abuse

@coldinvestor Jtiasa 又如何？

Posted by coldinvestor > 2017-08-16 13:42 | Report Abuse

我有买过Jtiasa RM1.180， 过后知错了， 在RM1.170 卖出。

Posted by enning22 > 2017-08-19 13:19 | Report Abuse

Jtiasa属传统华人的家族生意，存在不良的管理问题，和政治势力深度介入。此公司非单纯粽油企业。其树桐业部门，负担过重，资金浪费严重。居然还投资于，Rsawit，造成负债并承担金融巨额利息支出。coldinvestor 乃无知之辈，阁下问他？劝你问墙壁，比较好！！

Posted by enning22 > 2017-08-23 09:29 | Report Abuse

傻瓜，狗屁不通。连年报数据也不懂，经济数据也不明白。请到Bursa的年报，季报详细阅读，美国USDA-wasde,印尼karpi的年报，季报详细阅读，自然明白走势。一昧不懂装懂，自欺欺人。

Posted by enning22 > 2017-08-23 10:45 | Report Abuse

低素质的华人，跌下地也要抓把沙。