Posted by ampabella > 2016-02-22 15:02 | Report Abuse

today solid wor

Posted by ljmeng > 2016-02-22 16:11 | Report Abuse

another diamdiam buy counter......sapu sapu sapu

Posted by imoogi99 > 2016-02-22 17:13 | Report Abuse

Caught by surprise and thats why forum is quiet. Anyway a lot of counters bump up today...expected good qtrly result or maybe foreign buying.

Posted by Sapphire > 2016-02-23 10:12 | Report Abuse

haha

Posted by Sapphire > 2016-02-23 10:12 | Report Abuse

2.30?

Posted by duitKWSPkita > 2016-02-23 10:14 | Report Abuse

Pls up more, don't give us face.

I am happy to accept the positive truth.

Posted by imoogi99 > 2016-02-23 12:55 | Report Abuse

Duit....qtrly results expected this week....good results then CBIP tak kasi muka to you...ha ha ha.

Posted by ampabella > 2016-02-24 00:10 | Report Abuse

NANTI dia kasi rm40 chap goh mei ang pau

Posted by ljmeng > 2016-02-24 17:14 | Report Abuse

q4 results out!........nice profit!!!!!

Posted by Kian Kwok Lim > 2016-02-24 17:35 | Report Abuse

Wow good!

Posted by raytheclay > 2016-02-24 22:21 | Report Abuse

Commendable financial results, notwithstanding higher taxation paid. If the company can obtain another 10 years of tax exemption, profitability should further improve. Coupled with a decent dividend yield of about 5%, this still a Buy call for me.

Posted by hissyu2 > 2016-02-24 22:45 | Report Abuse

if the tax exemption could be prolonged... this quarter result might be all time high..

Posted by wjwong > 2016-03-10 13:33 | Report Abuse

still waiting to jump in the boat!

Posted by raytheclay > 2016-03-13 10:38 | Report Abuse

Expect some buying and support this week with shareholders getting their dividends. Waiting for it to break RM2.20 sucecesfully....interesting to see the next level of resistance...RM2.35?

Posted by calvintaneng > 2016-03-14 21:30 | Report Abuse

www.nst.com.my/news/2016/03/131805/govt-will-continue-grow-palm-oil-sector

Good for CBIP

Posted by ipunk > 2016-03-15 10:32 | Report Abuse

Malaysia raises April palm oil export duty to 5%

http://www.thestar.com.my/business/business-news/2016/03/15/malaysia-raises-april-palm-oil-export-duty-to-5pct/ comment..

Posted by calvintaneng > 2016-03-15 10:38 | Report Abuse

Only Malaysia and Indonesia are top exporters of CPO. As such CBIP expertise is unique. There is a defensive mode in CBIP as it is now an expert and leader in its field. The future is very bright. When the earth runs out of fossil fuel Palm Oil will last for a thousand years

Posted by calvintaneng > 2016-03-18 10:14 | Report Abuse

GO GO POWER RANGER

Posted by raytheclay > 2016-03-19 11:37 | Report Abuse

Seems like a new base has been formed at RM2.20. Will be interesting to see if it can break RM2.35. Company has a number of positives things going i.e. positive outlook for CPO, more new contacts and hopefully the approval for tax exemption. The current strengthening of RM may impact future earnings. Overall still a BUY for me !

Posted by 914601117 > 2016-03-24 11:09 | Report Abuse

only managed to collect some CBIP-WA at RM 0.36, now she shoot above RM 0.45. I hope that i can collected more but it is enough to recover my losses in XINGUAN.

Posted by adrianzeus > 2016-03-24 11:51 | Report Abuse

Buy buy buy!..I heard a CEO of a Vietnamese bank is buying

Posted by dalpinia > 2016-03-24 12:09 | Report Abuse

http://www.mpoc.org.my/Daily_Palm_Oil_Prices.aspx

Posted by dalpinia > 2016-03-24 12:09 | Report Abuse

CBIP-WA, new TP RM0.7 for next 3-6 months

Posted by dalpinia > 2016-03-24 12:10 | Report Abuse

MKH and KMLoong are other good choices as well....

Posted by raytheclay > 2016-03-27 19:34 | Report Abuse

Strong buying and support seen the past 2 weeks. Are Funds buying ? Are we seeing the emergence of new significant shareholder(s)? Can it break RM2.35 next week ?

Posted by calvintaneng > 2016-03-27 22:39 | Report Abuse

CBIP

Best of the best!

CBIP Has a Moat (The Palm Oil Mill Expert)

Captured The Palm Oil Mill Equipment in Malaysia, Indonesia, Papua, South America, West Afica & others.

CBIP Also Has Its Own Oil Palm Plantations.

This one can invest & hold long term

Posted by raytheclay > 2016-03-28 09:00 | Report Abuse

Agree Calvin. Let's see if this "Moat" is able to break RM2.35 this week. Happy investing all!

Posted by lousy_result > 2016-03-31 05:29 | Report Abuse

Another hot air baloon in making?

Posted by lousy_result > 2016-03-31 05:30 | Report Abuse

dalphina you remind me of Dolphin CBIP competitor.

Posted by calvintaneng > 2016-03-31 06:03 | Report Abuse

THIS IS ONE ROCK SOLID GROWTH COMPANY POWER UP BY EL NINO.
GO THROUGH YEAR 2016, 2017 & 2018.

HOLD TIGHT FOR LONGER TERM!

Posted by gark > 2016-03-31 12:30 | Report Abuse

CBIP palm oil only will start contributing in 2018.. you all can wait so long ah? :P

Posted by gark > 2016-03-31 12:31 | Report Abuse

Because the trees all still immature, or newly matured. Making loss now.

Posted by calvintaneng > 2016-03-31 14:36 | Report Abuse

Rising CPO price boosts demand for its palm oil mills

THE recent uptrend in crude palm oil (CPO) price is spurring new investments by plantation companies looking to boost palm oil production. One company that benefits from this higher investment spending is CB Industrial Product Holding Bhd (CBIP), a maker of palm oil mills.

CBIP is witnessing an improvement in orders for its palm oil mills, stemming in part from a revival in previously deferred projects by plantation and mill owners.

While the recent uptrend in crude palm oil (CPO) prices has put big plantation companies in the spotlight, companies that are associated with the palm oil business would also fare well.

The company’s major shareholder and managing director Lim Chai Beng tells StarBizWeek that this has nudged its order book to an “all time high.”

“Thanks to the recent rally in the price of CPO, our order book is now at all time high.

“We are seeing more projects that were previously deferred, coming back to life,” he says.

CBIP specialises in the engineering side of the palm oil sector, constructing palm oil mills under its patented Modipalm palm oil milling system, which commands about 20% to 25% of the Malaysian market.

While CBIP has been building palm oil mills for the large plantation players in Malaysia and Indonesia for a while now, Lim says the next growth area for the company is demand from small and medium-sized oil palm players.

“Just because we are a public listed company, many perceived that our products are expensive, but they are actually priced competitively,” he says.

He adds that there is also demand from independent palm oil millers, who in turn provide milling facilities to plantation smallholders.

Kenanga Research in a Feb 25 report, pointed out that CBIP’s palm oil mill equipment segment has “a robust order book”, with earnings that are less volatile compared to the plantation sector.

“We are optimistic on the palm oil mill equipment segment as rising CPO prices should improve orders,” it said in that report adding that CBIP is benefits from the strong US dollar as 40% of the company’s order book is denominated in US dollars.

AllianceDBS points out that CBIP’s palm oil engineering division has an order book of some RM500mil, “which is expected to keep the group busy even if they are not able to secure sizeable contracts in 2016”.

CBIP’s palm oil engineering segment makes about 75% of its total sales and about 23% from special purpose vehicles segment such fire fighting and rescue vehicles and ambulances, which the company owns 51% of the operation.

According to AllianceDBS, palm oil engineering business reaps about 23% operating margins.

It adds that CBIP’s ability to replenish its orderbook will remain the key share price driver.

CBIP’s share price has climbed by more than 10% year to date.

However, it trades at an earnings multiple of 12 times 2016 earnings, lower than the plantation industry’s multiple of of 23 times 2016 earnings.

CBIP, which has been active in oil palm cultivation in Indonesia since 2010, after disposing its oil palm plantation estates in Malaysia for more than RM200mil.

In a follow-up to that, CBIP went on an acquisition spree of land in Kalimantan Tengah, Indonesia. The company’s oil palm landbank in Indonesia totalled 70,000ha presently.

Lim says that the disposal of its oil palm plantation estates in Malaysia was because he felt that “there is no more room for expansion”.

He says that although the company’s oil palm plantation business is still loss-making, he is targeting the sector to be profitable in 2017.

“The tree age profile is young and we are still developing the land. We are targeting the first mill to be completed in the first half of 2017, that is when we will see revenue to start kicking in,” he says.

However, Lim points out that only 40,000 ha from the 70,000 ha of its landbank in Indonesia is suitable for planting.

“We are currently at the midst of selling the other 30,000 ha land,” he says.

Lim says that almost 10,000 ha of the land has already been planted, and that CBIP is aiming 6,000 ha to be planted annually.

“We are targeting to complete the development (of planting up) of the 40,000 ha of land by 2020,” he says.

Notably, CBIP is sitting on a net cash position of about RM177mil or 33.7 sen a share.

“Oil palm cultivation is part of CBIP’s diversification plan to generate recurring income aside from our mills maintenance segment,” he adds.

Lim currently is the single largest shareholder of CIBP with 32.88% stake.

There are also several institutional funds present in its shareholders list including AIA Bhd and Retirement Fund Inc (KWAP) with 4.6% and 2% stake respectively.

CBIP is also in the midst of developing its zero-discharge technology palm oil mill.

AllianceDBS said that there is a potential for CBIP to commercialise its new plantation waste management system with zero discharge by late 2016.

“We understand that the zero-discharge system

Posted by calvintaneng > 2016-03-31 14:40 | Report Abuse

ALL MUST REMEMBER WHEN BUYING INTO CBIP

With El Nino drying up all Oil Palm Trees FFB Production is decreasing while CPO PRICES ARE SKYROCKETING UPWARD!

So?
SO EVERY DROP OF PALM OIL IS PRECIOUS.

ALL WILL BUY MORE CPO CALLED MODIPALM FROM CBIP

Then?

THEN CBIP WILL BE VERY VERY KAYA LEOW!!

And?

AND CBIP SHARE PRICE WILL RISE AND RISE AND RISE LIKE A ROCKET!!!



Do YOU understand?


Now better LOAD UP ON CBIP Quickly. Then wait slowly and patiently.

Posted by Thkent91 > 2016-04-03 15:59 | Report Abuse

when calvin come, better you guys run?

but looking at the financial statement....macam can go wor

Posted by calvintaneng > 2016-04-03 16:06 | Report Abuse

Posted by Thkent91 > Apr 3, 2016 03:59 PM | Report Abuse

when calvin come, better you guys run?

but looking at the financial statement....macam can go wor

Calvin answers,

Why run?

This CBIP is extracting CPO at Rm2,700 per tonne now. When CPO flies to Rm4,000 per tonne EVERY DROP OF PALM OIL TURNS INTO LIQUID GOLD

Then?

Then Every One Will Try To Save EVERY DROP OF PRECIOUS PALM OIL

The Whole World will knock on CBIP Door to install MODIPALM.

SEE

Latest quarter earning already 7.4 cts.

Annualized almost 30 cts.

If P/E 10 then CBIP is Rm3.00

And if P/E 15 then Rm4.50

If they give P/E at 20 like they give gloves/palm oil stocks

THEN CBIP Should Trade at Rm6.00

Rm6.00?

Why Not?

EL NINO & LA NINA WILL POWER IT UP, UP & UP!

Posted by calvintaneng > 2016-04-03 16:16 | Report Abuse

www.youtube.com/watch?v=FDpy4nwFarw.

Posted by Dolphin1 > 2016-04-03 16:21 | Report Abuse

CBIP is not only 1 doing the business. They also have competitor. CPO-so many planters, other business cheaper Dolphin can fight them.

Posted by calvintaneng > 2016-04-03 16:28 | Report Abuse

Posted by Dolphin1 > Apr 3, 2016 04:21 PM | Report Abuse

CBIP is not only 1 doing the business. They also have competitor. CPO-so many planters, other business cheaper Dolphin can fight them.

Calvin answers,

CBIP has a consistent 15% growth yearly while Dolphin is still untested.

CBIP P/E is lower than Dolphin. So CBIP is a more powerful growth stock

MODIPALM Has Already Entrenched Its Position As The Top Palm Oil Mill Manufacturer. So the defensive Moat is hard to assail.

Price is what you pay. But Real Value is What We Want.

CBIP is a Very Valuable Company Going Forward.

POWERED BY EL NINO & LA NINA.

Posted by Dolphin1 > 2016-04-03 16:34 | Report Abuse

Since earnings peaked in 2012 CBIP profit has dropped YOY. Where got growth?
http://klse.i3investor.com/servlets/stk/fin/7076.jsp

Posted by calvintaneng > 2016-04-03 16:38 | Report Abuse

SUMMARY OF KEY FINANCIAL INFORMATION
31 Dec 2015


INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Dec 2015
31 Dec 2014
31 Dec 2015
31 Dec 2014
$$'000
$$'000
$$'000
$$'000
1 Revenue
196,810
206,033
554,088
600,893
2 Profit/(loss) before tax
66,027
32,812
139,594
108,446
3 Profit/(loss) for the period
46,349
27,226
102,709
97,222
4 Profit/(loss) attributable to ordinary equity holders of the parent
38,989
24,196
93,647
91,205
5 Basic earnings/(loss) per share (Subunit)
7.42 (BASIC EARNING FOR CBIP IS 7.42 CTs)
4.55
17.82
17.17
6 Proposed/Declared dividend per share (Subunit)
4.00
0.00
10.00
8.00


AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7
Net assets per share attributable to ordinary equity holders of the parent ($$)
1.2700


Note CBIP EARNINGS LATEST QUARTER IS A NICE 7.42 CENTS (Dolphin 1.1 cts

Posted by speakup > 2016-04-03 17:03 | Report Abuse

MBL and CBIP same biz.

Posted by thinkkfully > 2016-04-04 17:36 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5048169

I got a doubt here...... the news said tat there are warrants exercising....... which need rm2.40 for the conversion..... today CBIP closed at rm2.30.... why got someone want to convert the warrants, but actually he can buy cheaper from market??? strange......

Posted by calvintaneng > 2016-04-04 19:29 | Report Abuse

thinkkfully http://www.bursamalaysia.com/market/listed-companies/company-announcements/5048169

I got a doubt here...... the news said tat there are warrants exercising....... which need rm2.40 for the conversion..... today CBIP closed at rm2.30.... why got someone want to convert the warrants, but actually he can buy cheaper from market??? strange......
04/04/2016 17:36

Thinkkfully got brain to calculate.

Yes, it is cheaper to buy mother shares cheaper at Rm2.30 than to buy warrant and then convert it.
It really defy logic UNLESS there is an unknown factor behind it.

Is it because if by buying mother shares it will push up the price to elevated level too soon? So they buy warrant to convert them on the quiet even though they are paying a premium for it now?

If CBIP can eventually cross Rm4.00 or even Rm6.00 then this will be a very far sighted strategy.

Anyway, Calvin thinks CBIP will be an outstanding powerful growth stock due to ongoing El Nino.

The Performance of CBIP will be very spectacular going into year 2017 and 2018

Posted by hissyu2 > 2016-04-04 19:36 | Report Abuse

that's the only reason i can think of... dun wan to push the share price~ BTW, liquidity is low, so they cant get so much from open market too..

Posted by thinkkfully > 2016-04-05 10:16 | Report Abuse

haha... calvin, thx for ur feedback~ 333units of warrant conversion, which is neglible to push.... I don think below 5lots shares can make different on the share price, eventhough if buying from the open market....

anyway, I also looks good on CBIP....

Posted by calvintaneng > 2016-04-06 11:59 | Report Abuse

Hi guys,

Hold firmly you Cbip shares.

Among all Palm oil shares this one will emerge The Champion of Champions.

By 2018 hopefully Rm6.00?

The Book says, "Strong men retain riches."

Posted by calvintaneng > 2016-04-06 20:40 | Report Abuse

Today I met a 77 Year Old Oil Palm Plantation Owner.

These are the facts.

Young Palm Oil trees if well taken care of will fruit by 3 years old. But FFB will increase more & more by 4 to 5 years old.

The most fertile years are between 8 to 10 years old.

By age 15 more fertilizer is needed to support FFB production.

Oil Palm trees can last as long a 25 years old. But since they have grown so tall by then it is hard for harvesting.

So best is cut down & replant the trees by age 23 to 24.

Now there are 2 seasons for FFB. Usually Between January to June there is less FFB. But from July to December there is abundant harvest.

Fertilizer must be applied 4 times a year - about 3 months once to keep trees tip top.

Now he expects from July to December to have abundant FFB (Fresh Fruit Bunches)

Will Hot El Nino destroy Oil Palm trees like they destroy padi and maize?

According to him, "NO". In all his experience Oil Palm trees can survive hot weather though FFB production might be redeuced.

Prices of FFB according to his experience

It ranges from Rm300 a tonne to Rm1,000 a tonne.

So current CPO prices can Go As High as Rm4,000 a tonne or even more.

Since experts have called this current El Nino as "THE GODZILLA OR MONSTER EL NINO" you can even expect CPO prices to reach Rm6,000 a tonne.

If SO all predictions are out!

PRICES WILL SKYROCKET LIKE CRAZY.

As future is still unknown can we trust the experience of this 77 Year Old Oil Palm Uncle?

I met him as a stranger in AEON. He just shared that he is into Oil Palm planting.
That's why I probed for all his answers.

Anyone got better knowledge?
06/04/2016 20:36

Posted by raytheclay > 2016-04-06 21:26 | Report Abuse

All indicators from business fundamentals to technical / chart analysis are positive. Waiting for it to breach RM2-35 very soon and to test RM2-50. Happy investing !

Posted by Nihar Mynihar > 2016-04-08 16:00 | Report Abuse

jatuh banyak ni?