Posted by Johnzhang > 2022-03-12 07:33 | Report Abuse

Oil palm plantation in Malaysia DO NOT use Ammonia gas, Ammonium Nitrate or urea as Nitrogen fertilizer. They use Ammonium Sulphate (AS) or Ammonium Chloride (AC) . AS is a byproducts from caprolactum factories and steel mills in many countries including China, Japan, Korea, Europe. AC is a byproduct of soda ash production mainly in China. AS and AC prices have gone down by 40-50% recently as compared to prices in Dec 2021 due to higher availability as the production of the main products (caproluctum, soda ash ) increased after winter/CNY festive season. AS and AC are not products of oil and gas.
The softer Nitrogen fertilizer price help to offset some of the impact from potentially higher potash price, I don't believe that the north American Potash producers can have absolute pricing power in potash amid Russian-Ukraine war.
Potash from belarus and russia are mainly shipped from St Petersburg via baltic sea which is not a war zone. All the potash volume sold by belarus and russia to US and Europe will be available to Asian buyers at a discount and displacing the north american producer market share in Asia. In the end, the American and European farmers get squeezed by the North American producers and Asia farmers enjoy price advantage from belarus/russia.

Posted by StartOfTheBull > 2022-03-12 08:10 | Report Abuse

Few oil palm trees at the community park near my house still bearing fruits abundantly. I didn't see any fertilizer applied to the trees for years.

Posted by investor2021trading > 2022-03-12 08:41 | Report Abuse

kelapa sawit is overtaking bunga raya as our national plant! it's blooming everywhere, not only in bursa casino but also in our backyard n gardens! it's a pride of investors, smallholders n plantation owners!

Posted by mrbusiness > 2022-03-12 09:09 | Report Abuse

Thank you all for your good reply. There are palm trees in front of my house as decoration trees. Ever year they produced fruits which attracts birds (although I never apply fertilizer). The fruits and birds are causing some annoyance to me. Ha....

Posted by mrbusiness > 2022-03-12 09:11 | Report Abuse

Indeed, sometime we think too much and can not make decisions. We will have election this year and Malaysia have many oil palm plantation owners, which could support palm oil bull year. I think it is still early stage, but I maybe wrong la.

Posted by Investformilkmoney > 2022-03-12 13:02 | Report Abuse

Why so many insider disposed yesterday?

Posted by Jonathan Keung > 2022-03-12 14:09 | Report Abuse

Read carefully. Indirect interest link to different parties

Posted by JBond007 > 2022-03-12 15:24 | Report Abuse

Insider trade? The story can be break into 3 parts.

Part 1: HS Plant was listed on 16 Jul 2007. IPO offer price was RM2.65. Main shareholders appeared in 2008 annual report were Hap Seng (412,413,000, 51.5%), Innoprise (119,978,000, 14.9%) & Lembaga Tabung Haji (23,672,500 2.9%).

Part 2: Over the years, Lembaga Tabung Haji accumulated HS Plant shares in the open market & increased its stake to 8.2% (66,074,500 shares). In Feb 2020, Lembaga Tabung Haji assets was transferred to Urusharta Jamaah under MOF. A cross deal was done on Jun 2020 & Hap Seng acquired the whole block.

Part 3: In Aug 2021, another cross deal was done on the Innoprise block (119,978,000, 14.9%).

Posted by JBond007 > 2022-03-12 15:32 | Report Abuse

So, Hap Seng is holding too many HS Plant shares (about 75%) after buying the two blocks. Anyhow, if you change your mindset to subscribe HS Plant shares at present offer price RM2.78 by Hap Seng, then the story will be much more appealing. It's an offer! Buying a cash rich company without any debt.

Posted by Goldgent > 2022-03-12 15:55 | Report Abuse

Kelapa sawit company IPO nowadays? Sure oversubscribe by few hundred times.
Milk & pajak companies mana boleh fight!

Posted by Investformilkmoney > 2022-03-12 16:10 | Report Abuse

Thanks for the explanation, JBond, Jonathan, Goldgent.

Posted by James Ng > 2022-03-12 21:54 | Report Abuse

https://klse.i3investor.com/blogs/general/2022-03-12-story-h1600215770.jsp
[转贴] [Video:浅谈HAP SENG PLANTATIONS HOLDINGS Berhad, HSPLANT, 5138] - James的股票投资James Share Investing

Posted by mrbusiness > 2022-03-13 10:24 | Report Abuse

https://www.theedgemarkets.com/article/ukrainerussia-conflict-doubleedged-sword-commodities

Posted by Golf123 > 2022-03-13 14:42 | Report Abuse

After reading all the above comments, I am now a bit knowledgeable on the business of palm oil....looks like a very productive and profitable if run well, all boil down to scalability and good management.

Posted by Max2838 > 2022-03-14 17:30 | Report Abuse

News about Agreement reached between Russia and Ukraine?
Video Conference between the 2 Presidents on today ?
Agreement to sign next week?
Withdrawal of Russian troops in 3 mths?
Prices of crude oil and palm oil have reached inflection point?
No more resource scarcity?


Time to revise your bets

Posted by Golf123 > 2022-03-14 20:58 | Report Abuse

Just think long term....but good and well managed CPO company

Posted by stockpicker888 > 2022-03-15 00:53 | Report Abuse

Is it a double top pattern for the chart? I hope that I'm wrong

Posted by Johnzhang > 2022-03-15 07:33 | Report Abuse

HSplant’s realized CPO price for FY 2021 was about $4,400 and achieved very high earnings and dividend . FCPO April was about $6,900 yesterday and spot price was even higher. Therefore, no need to be overly worried of the temporary CPO price correction. That’s just my view .

Posted by joerakmo > 2022-03-15 09:36 | Report Abuse

https://www.reuters.com/world/americas/argentina-halts-export-registration-soy-oil-meal-2022-03-14/

Posted by joerakmo > 2022-03-15 10:08 | Report Abuse

https://www.scmp.com/news/world/article/3170407/india-may-buy-discount...

India must be desperate to risk sanctions

Posted by StartOfTheBull > 2022-03-15 12:35 | Report Abuse

It is difficult to guess what is the support price but I only know HSPlant is still very profitable even if CPO drops to RM5,500.

Posted by Goldgent > 2022-03-15 13:25 | Report Abuse

longtermvaluegain & mayongzheng same person kah ? Why same comment appeared in longtermvaluegain first, then deleted. After that reappear in mayongzheng account?

Posted by stockintalk > 2022-03-15 13:43 | Report Abuse

I only read one person (mayongzheng) statements above, Goldgent.
Dun have second person with the same comment wor....

Posted by Goldgent > 2022-03-15 13:45 | Report Abuse

Same person using 3 accounts (longtermvaluegain, mayongzheng & stockintalk).
From Kuchai to MHC, now HS Plant................wakakaka.

Posted by Investformilkmoney > 2022-03-15 14:00 | Report Abuse

@Goldgent oh, I see. I was caught by their (1 person) comments.

Posted by Goldgent > 2022-03-15 14:11 | Report Abuse

The fourth account if not mistaken should be Calvinharris.
Hahahaha...can trace easily as Kuchai is a small counter.

Posted by Investformilkmoney > 2022-03-15 14:16 | Report Abuse

Oh, I remember Calvinharris, he was interested in plantation too

Posted by Investformilkmoney > 2022-03-15 14:16 | Report Abuse

Sometimes I see negative comments, then later deleted.

Posted by Goldgent > 2022-03-15 14:27 | Report Abuse

The same person (longtermvaluegain, mayongzheng, stockintalk, Calvinharris) language preference is Chinese, Malay & English.

Posted by Investformilkmoney > 2022-03-15 14:33 | Report Abuse

I see. He uses different languages to show they are different people but it just 1 person. He want everyone else to sell so he can buy cheap later.

Posted by Goldgent > 2022-03-15 14:56 | Report Abuse

Hahahaha....Calvinharris surfaced out few minutes, then deleted his post! Wakakaka.

Posted by Investformilkmoney > 2022-03-15 15:11 | Report Abuse

All plantation still red :(

Posted by sonyx123 > 2022-03-15 16:08 | Report Abuse

what is the website to check spot price or future for palm oil?

Posted by StartOfTheBull > 2022-03-15 17:13 | Report Abuse

Hopefully tomorrow CPO won't drop below RM6,000 otherwise........

Posted by Investformilkmoney > 2022-03-15 17:56 | Report Abuse

https://tradingeconomics.com/commodity/palm-oil
Maybe this can help

Posted by Investformilkmoney > 2022-03-15 20:43 | Report Abuse

CPO today is RM 6132

Posted by joerakmo > 2022-03-15 21:31 | Report Abuse

FYI on fertilizer needs Palm v soy v rapeseed
https://gapki.id/en/news/18630/oil-palm-plantations-use-inorganic-fertilizer-higher-than-other-vegetable-oils-myths-facts-2-03

Posted by Investformilkmoney > 2022-03-15 22:07 | Report Abuse

Does it means the fertilizer used for palm oil is 7 times lesser than soy oil?

Posted by Calafate > 2022-03-16 11:57 | Report Abuse

Why HS Plant today no movement?

Posted by ziyang8896 > 2022-03-16 15:17 | Report Abuse

Epf still has around 4percent shares need to dispose..haiz,how to rebound? Luckily takes a month to clear..maybe at that Cpo left only 3k++

Posted by Calafate > 2022-03-16 15:41 | Report Abuse

No wonder share price remained dull and sluggish. Already blacklisted by retailers?
Then must select the gainer stocks ( SOP, Ta-An, TSH) & the popular stocks (BPlant, JTiasa, Cepat, THPlant) only.

Posted by ziyang8896 > 2022-03-16 16:12 | Report Abuse

If I am interested to buy plantation stocks..sure I won't choose HSP after analysis the way EPF dispose..when plantation stocks down..sure it down,but when they up,HSP will stay there or reverse

Posted by StartOfTheBull > 2022-03-16 17:09 | Report Abuse

EPF dump the shares worse it is in big volumn whenever opportunity emerge. Who dare to touch it anymore? Let them hold forever or sell at lower price. Moreover they need more money to distribute for the newly announced i-sinar.

Posted by ziyang8896 > 2022-03-16 17:25 | Report Abuse

Just advise those are interested to buy HSP better stay away at least 2 months after see how is the CPO only decide to invest or not.I bought at higher price ,so no choice just wait the miracle when the CPO price still can sustain when they mostly clear the position. Another bad news , parents also join to sell...no hope

Posted by Goldgent > 2022-03-16 18:11 | Report Abuse

Who can absorb the parent big block? Maybe Unit Trust or insurance companies.

Posted by StartOfTheBull > 2022-03-16 19:25 | Report Abuse

Absorb from EPF too if they find good return from the low share price.

Posted by calvintaneng > 2022-03-16 20:46 |

Post removed.Why?

Posted by StartOfTheBull > 2022-03-16 21:30 |

Post removed.Why?

Posted by JBond007 > 2022-03-16 21:50 | Report Abuse

Mr CK Lau is the founder (the late Lau Gek Poh) nephew. The Lau family business is currently run by him.
Ms Cheah is the company Joint Secretary (Hap Seng Consolidated & HS Plant).

Posted by calvintaneng > 2022-03-17 08:58 | Report Abuse

Does not matter if small director take some profit as Co now at its best earning Trend

Hs Plant does not depend on asset disposal but solely on its strong edge in 100% pure upstream palm oil. It's ability to extract the highest value and it's generous 60% dividend pay out from profit

Also it's zero debt and net cash of 52.21 gives support for very excellent dividend

Hs plant with over 11% dividend is the perfect hedge against coming high food inflation