Posted by luckypunting > 2017-08-23 11:19 | Report Abuse

It is moving now ... :D
Quarterly earning report will be out this month end.

Posted by coldinvestor > 2017-08-23 12:09 | Report Abuse

再次给予忠告， 不能再继续自愚愚人， 不能再话在自己的想象空间， 面对现实有那么难吗? 当心一失足成千古恨。

Posted by enning22 > 2017-08-24 10:53 | Report Abuse

没提供数据证明，自然是无意义的胡说八道，典型的顺口开河

Posted by coldinvestor > 2017-08-24 14:44 | Report Abuse

30.12.2016 - RM3.680
23.08.2017 - RM3.640
不是每只都有这么稳的走势， 表现太劲了！

Posted by coldinvestor > 2017-08-24 15:10 | Report Abuse

去年末的收市价与现价相差无几， 要有一定的功力， 才能选到这么超级稳的公司。 如果数据能起到安抚的作用， 未尝不是一件好事， 那就继续吧！ 加油！

Posted by enning22 > 2017-08-24 15:59 | Report Abuse

所谓“超维稳”，以两个字表达---“发梦”。看Taann已经向上开始发动了。

Posted by coldinvestor > 2017-08-24 16:14 | Report Abuse

继续做梦吧！ 0080 和 0080WA ，太美了！

Posted by enning22 > 2017-08-24 16:31 | Report Abuse

做梦？和无知者争论是没意义的。而门外汉，自然不会知道怎样去分析市场的需求和供应的奥秘；特别是粽油国际市场，这关系到很多国家。对门外汉，我们显然不能要求过高，要他们去理解。本人根本没任何企图说服谁，或谁。各求尊便，让市场最终决定。当营利报告出庐，自然会适当启动走向

Posted by coldinvestor > 2017-08-24 17:09 | Report Abuse

那就奇怪了， 你都认为争论是没意义的， 不过你还是继续争论， 这不是很矛盾吗？

Posted by enning22 > 2017-08-24 19:51 | Report Abuse

粽油价格又涨了几十令吉，一吨两千八了。当到达三千元，哎呀，不好意思。市场自然热到爆。小心啦，阿嫂，清货了吗。干紧出货嘛。不过，看你根本没料到。无聊来此讲傻话。或者，根本就想偷料。

Posted by luckypunting > 2017-08-25 10:44 | Report Abuse

For SOP, Q2-2017 average production output of FFB, CPO, PK were increased > 20% as compare to Q1-2017.

Latest July figure also increased > 10% as compare to Q2 average, so would expect better Q3 production output.

Now, looking at the FCPO contract pricing, hope the latest rally can continue till year end :D

Posted by luckypunting > 2017-08-25 10:58 | Report Abuse

Net Profit ('000):

2013 = 91,805
2014 = 115,409
2015 = 88,452
2016 = 132,196 (increased > 40% since 2013)

Q1-2016 = 25,032
Q2-2016 = 33,560
...
...
Q1-2017 = 68,538 (increased 173% as compare to same Q last yr)

Hope to coming quarter result will be good :)

Posted by limch > 2017-08-25 17:28 | Report Abuse

EPS 11.75 sen. RM 4 must come.

Posted by kenken85 > 2017-08-25 18:13 | Report Abuse

siao. result so good. .. but i think market not good. hard to go up

Posted by VenFx > 2017-08-25 18:47 | Report Abuse

Wow,

SOP making real good progress here ...

Posted by hipster > 2017-08-25 21:04 | Report Abuse

monday will limit up

Posted by apolloang > 2017-08-25 21:06 | Report Abuse

cannot limit up only up 10cts-15cts like most oil palm companies that announce good results

Posted by Gabriel Khoo > 2017-08-25 21:10 | Report Abuse

Hardly. Bcos palm oil sentiment still not that good. Wait and see how market react. But i believe analyst will revised tp upward next week

Posted by cpo_ > 2017-08-25 22:54 | Report Abuse

If cannot up Bursa really penipu. Why Lotte, Padini EPS only 6 sen above RM 4?

If talk CPO ctr IOI, Km Loong EPS very big?

Posted by Artemis > 2017-08-25 23:13 | Report Abuse

Price of palm oil product fell QoQ% by 10.7% and price of palm kernel products fell QoQ% by 35% but revenue increased by 9% and operating profit increased by 44%. Given the age profile of their plantation, this company is going to be generating huge amount of growth especially when CPO price experiences a turnaround

Posted by Gabriel Khoo > 2017-08-26 03:38 | Report Abuse

It was due to forward contract.

Posted by limch > 2017-08-28 09:22 | Report Abuse

Penta EPS 7 sen almost RM 5. Ask EPF or PNB will they buy Penta?

Posted by limch > 2017-08-28 09:33 | Report Abuse

Cold Eye bought SOP before. QR better than Ta Ann will he buy again?

Posted by limch > 2017-08-28 09:44 | Report Abuse

Maybank TP RM 4.9 up 20 sen from previous 4.7.

Posted by hipster > 2017-08-28 10:09 | Report Abuse

gapped up :-)

Posted by luckypunting > 2017-08-28 11:29 | Report Abuse

Year 2011 Net Profit ('000) = 242,183, share price did hit 6,00 above

Year 2017, Q1 + Q2 Net Profit ('000) = 68,538 + 67,057 = 135,595
Would expect Q3 & Q4 remain strong, estimate FY2017 about 270,000,000

Now, share price only traded around 3.60 - 3.80 .... huge room to hit 6.00 above? :D

Posted by hipster > 2017-08-28 11:46 | Report Abuse

so should we top up again?-D

Posted by curious2 > 2017-08-28 11:48 | Report Abuse

Why latest TP not shown in i3? Collect first then show?

Posted by luckypunting > 2017-08-28 12:03 | Report Abuse

whether to top up again? manage your own risk ... the uptrend was only started from 23/24-Aug ... may refer to previous uptrend, historically how long the run will extend :D

Posted by limch > 2017-08-28 15:19 | Report Abuse

RM 4 by 30th Aug to celebrate Merdeka 60 years?

Posted by enning22 > 2017-08-28 15:58 | Report Abuse

full year net profit easily exceed 300 millions ,can be even higher in years ahead as more plants come into maturity,what else to look for?how many listed companies can give this kind of result?

Posted by limch > 2017-08-28 16:33 | Report Abuse

Dumb-dumb hold until RM 4. Wait Sime Darby, KLK, IOI, etc takeover SOP.

Posted by Gabriel Khoo > 2017-08-28 19:14 | Report Abuse

Good. TP revised upwards. To continue monitor the cpo price and the issues surrounding the plantation industry will lead you to right direction. Earning for 2H may not be higher than 1H. Especially Q3, may see some lower earnings i.e. around 55mil. Nevertheless, i would still believe the fy2017 profit will still beat maybank research report of rm183m. Good luck guy.

Posted by enning22 > 2017-08-28 22:46 | Report Abuse

why suggest a q3 lower earning? what we have seen is higher FFB and cpo production figure, and higher global cpo price. it is amazing to suggest a smaller figure,which i think ,purely is a wild quess .AS usually q3 and q4 are strong demand seasons for oils/fats, as many festive seasons are around the corner.

Posted by Gabriel Khoo > 2017-08-28 23:17 | Report Abuse

Did you track sop production and selling price. Industry demand and supply also the production?

Posted by Gabriel Khoo > 2017-08-28 23:20 | Report Abuse

Maybe you can revisit your previous comments as well.

Posted by enning22 > 2017-08-29 00:23 | Report Abuse

2q earning figure is a surprise, and it came in much higher then my early projection,the 3q and 4q figures need to revise accordingly, thus we have a higher end year net profit figure.

Posted by Gabriel Khoo > 2017-08-29 00:27 | Report Abuse

average cpo price for aug16 to dec16
2,657.39
2,845.13
2,729.65
2,914.91
3,201.71

Posted by enning22 > 2017-08-29 00:38 | Report Abuse

you can't compare like this ;last year u got the effect of elnino drought which cut production in to very abnormal level.,this year we have normal /high production, plus reasonable high CPO price. This has establish a new norm or PRICE PATTERN.

Posted by Khoojack > 2017-08-29 07:48 | Report Abuse

From which website can see current and history global cpo price. Thanks. If normal production 1 hectare can produce how many tones per month.

Posted by Gabriel Khoo > 2017-08-29 09:05 | Report Abuse

Every 100 changes in cpo price will increase or decrease 7% of sop profit. Yes. Production will be higher.bear in mind that sop production in 2h 16 has returned to normal. This year production increase mainly from new acquition. And will off set by low cpo price compare to last year 2h16. And the forwars contract also try to stabilize the price at 2.8K. There is a reason i said 55m last year q3 profit about 37m. Mom for july about 115%. Q117 average selling price above 3k. Q217average selling price at2.8k. I believe q3 average selling price will be at 2.7k. Strenthen in rm will have negative impact on cpo as well.

Posted by Gabriel Khoo > 2017-08-29 09:18 | Report Abuse

I like this company. But if they can expand their downstream biz that would be good

Posted by limch > 2017-08-29 10:08 | Report Abuse

IOI RM 4.51 does it mean higher EPS than SOP?

Posted by limch > 2017-08-29 10:21 | Report Abuse

Yesterday those buying no money to pick up why?

Posted by enning22 > 2017-08-29 11:56 | Report Abuse

外媒8月25日消息，马来西亚和印尼将讨论向中国出口毛棕榈油的计划。
马来西亚种植园工业和商业部长Mah Kew Siong上日表示，两国将商讨向中国出口毛棕榈油的计划。
Mah Kew Siong表示，由于环保日益严格，中国关注生物柴油的进口。他并称，实施B5项目将带来巨大的棕榈油市场。
他指出，因此印尼和马来西亚应该为满足中国的需求而合作。他并称，马来西亚希望向其他国家扩张生物柴油市场，例如印度和菲律宾。
PT Asia Trade Point Futures的分析师Deddy Yusuf Siregar表示，中国的B5项目将带来新的棕榈油需求，每年总计为900万吨。这意味着中国将成为印尼出口的潜在市场。
Deddy称，中的B5项目将给棕榈油价格寻获长期支撑带来新的机会。他认为，在2017年棕榈油产量增长的预期下，市场参与者会一再地出售棕榈油。
在2016年厄尔尼诺现象影响过后，不远的将来棕榈油供应可能增加。“今年棕榈油价格大涨的机会被产量增加的预期破坏，”他说道。
今年，印尼棕榈油产量预计同比将增加12.69%至3,550万吨。而马来西亚新的棕榈油供应预计将同比增加10.17%至1,950万吨。
产量复苏的预期打压棕榈油价格，市场参与者仍冀望于望需求上升，这种预期来自于中国的B5项目。

Posted by enning22 > 2017-08-29 12:23 | Report Abuse

@Khoojack
http://www.mpoc.org.my/monthly_sub_page.aspx?id=b91d703e-c326-41a7-9009-a7de5e0bbd0d
http://www.palmoilanalytics.com/

Posted by Jaack1 > 2017-08-29 12:43 | Report Abuse

Gabriel/Enning22 - thanks for sharing

Posted by Khoojack > 2017-08-29 16:44 | Report Abuse

Thanks En Ning 22.

Posted by Sarawakian57 > 2017-08-30 10:25 | Report Abuse

3.8 today for 60 years Merdeka tomorrow?

Posted by Alex Foo > 2017-09-05 09:38 | Report Abuse

this sop macam yes. but why tdm cant perform?