Posted by yfchong > 2017-08-09 19:07 | Report Abuse

tempting after 12 aug....

Posted by Yippy68 > 2017-08-17 05:55 | Report Abuse

what wrong with CBIP? zzzzz ?

Posted by lloydlim > 2017-08-17 19:24 | Report Abuse

CPO drop, people scare

Posted by yfchong > 2017-08-17 23:17 | Report Abuse

okok... no problem.........greed n fear ok

Posted by calvintaneng > 2017-08-17 23:41 | Report Abuse

insider buying again

keep strong now

https://klse.i3investor.com/insider/director/7076/17-Aug-2017/126630_3187454715.jsp

Posted by Patron > 2017-08-17 23:45 | Report Abuse

cb industrial. this is Tan Eng stock

Posted by calvintaneng > 2017-08-18 10:10 | Report Abuse

GOOD!

IN THE DARKEST NIGHT

THE STAR SHINES THE BRIGHTEST!!

THIS CBIP STAR WILL SOON SHINE ITS LIGHT.

STAR OF WONDER. STAR OF NIGHT.

CBIP!! GO GO GO!!

Posted by 稻田·* 片片绿青~粒粒芳香 > 2017-08-18 10:31 | Report Abuse

Mr. Calvin boss,

Can I ask something as I am not well versed in CBIP or Plantation area...

1) What is the PBIT contribution breakdown for CBIP such as plantation, oil mills sales, repair and maintenance service, others.

2) Does CBIP rely on CPO trading in their PBIT? Will the previous profit sustain in coming quarters?

3) I understand you mention "oil mill must buy modipalm" always. Could you please enlighten me by using the modipalm what is the unit processing cost per tonne of CPO production? Is it the most lowest compare to other technology supplier?

4) How do you value the profit margin from modipalm sales?

5) What make you think CBIP will unleash again? New oil mill contracts from Malaysia, Indonesia, Thailand and Africa????

6) Wait.. I have many waiting to learn from you

Posted by lloydlim > 2017-08-19 08:06 | Report Abuse

Time to accumulate

Posted by yfchong > 2017-08-19 13:30 | Report Abuse

1.95 x get.... now to make queue again...

Posted by yfchong > 2017-08-19 13:31 | Report Abuse

now all negative for palm oil...got chance boh

Posted by yfchong > 2017-08-21 09:18 | Report Abuse

until.... 2018 can see the end of tunnel.........wait n patience....

Posted by yfchong > 2017-08-21 16:25 | Report Abuse

fast fast go to 1.95....

Posted by calvintaneng > 2017-08-22 12:01 | Report Abuse

CPO PRICES POWERING UP

Sep 2017 2727.00 2731.00 2717.00 2719.00 2720.00 2720.00 2703.00 +17.00 6401
299
14 FCPO Oct 2017 2712.00 2733.00 2712.00 2723.00 2724.00 2724.00 2703.00 +21.00 20510
924
15 FCPO Nov 2017 2721.00 2745.00 2721.00 2732.00 2733.00 2733.00 2711.00 +22.00 53894
7,775
16 FCPO Dec 2017 2726.00 2751.00 2726.00 2739.00 2740.00 2740.00 2717.00 +23.00 22365
1,728
17 FCPO Jan 2018 2731.00 2756.00 2731.00 2747.00 2749.00 2748.00 2723.00 +25.00 26157
2,088
18 FCPO Feb 2018 2750.00 2755.00 2748.00 2752.00 2754.00 2754.00 2729.00 +25.00 2469
774
19 FCPO Mar 2018 2751.00 2760.00 2750.00 2755.00 2757.00 2755.00 2731.00 +24.00 18489
107
20 FCPO May 2018 2754.00 2764.00 2750.00 2755.00 2758.00 2756.00 2734.00 +22.00 27814
280
21 FCPO Jul 2018 2731.00 2744.00 2727.00 2735.00 2736.00 2735.00 2713.00 +22.00 15354
405
22 FCPO Sep 2018 2703.00 2719.00 2703.00 2710.00 2711.00 2711.00 2687.00 +24.00 11080
657
23 FCPO Nov 2018 2699.00 2715.00 2699.00 2705.00 2707.00 2707.00 2684.00 +23.00 13057
628
24 FCPO Jan 2019 2720.00 2723.00 2716.00 2716.00 2717.00 2716.00 2704.00 +12.00 1316
69
25 FCPO Mar 2019 2730.00 2730.00 2724.00 2723.00 2724.00 2724.00 2712.00 +12.00 1051
69
26 FCPO May 2019 2740.00 2740.00 2738.00 2738.00 2739.00 2738.00 2726.00 +12.00 8

Posted by calvintaneng > 2017-08-22 12:36 | Report Abuse

More good news

http://www.theedgemarkets.com/article/palm-oil-may-gain-more-2744-ringgit

Posted by calvintaneng > 2017-08-23 23:31 | Report Abuse

GOOD RESULTS

REVENUE UP
PROFIT UP
NTA ALSO UP.

INSIDERS BUYING.

IN NET CASH POSITION

MODIPALM EXPANSION TO SOUTH AMERICA

ALL ROUND POSITIVES

THUMBS UP!!

Posted by BearBear1980 > 2017-08-24 01:09 | Report Abuse

Rev up but profit fall and NTA flat........are we reading same report :(

Posted by calvintaneng > 2017-08-24 01:16 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5523533

Posted by warchest > 2017-08-24 10:16 | Report Abuse

don't see the growth of profit is minimal. actually dig into the notes to income statement. Very impressive. the plantation land with almost planted area of 10,000 HA almost break even and soon profitable and its 30% associates also plantation company also showing quite impressive growth probably due to age of the trees (turning into maturity)

Posted by warchest > 2017-08-24 10:18 | Report Abuse

and SPV business growing very well. this quarter just dropped in equipment business but it will recover but the margin is good

Posted by warchest > 2017-08-24 10:19 | Report Abuse

anytime plantation business going to become the core business of CBIP

Posted by necro > 2017-08-25 21:03 | Report Abuse

ppl miss this 1?...not $€x¥ ???

Posted by Yippy68 > 2017-09-02 07:29 | Report Abuse

wonder why CBIP is zzzz....even good report...

Posted by Flintstones > 2017-09-02 08:37 | Report Abuse

No growth prospect. The earnings has peaked for this counter. Unless cbip sees a big drop in earnings, there is no way to earn much from this counter. We are looking for a turn around play in this kind of mature company

Posted by calvintaneng > 2017-09-02 11:46 | Report Abuse

CBIP - A LOOK INTO ITS LATEST REPORT

1) Revenue up. Profit up. NTA also increased. All round positives.

2) Cash position remain positive in relation to its debts.

3) Growth from 14,500 acres of young and now maturing Oil Palm trees in Indonesia has accelerated.

Rm2.118 millions for 3 months revenue ended March 31st 2017
Rm3.981 millions for 3 months revenue ended June 30th 2017

So there is a huge jump of 88% in revenue growth from last quarter. This shows the fast increasing growth of the now maturing Oil Palm trees.

FANTASTIC & POSITIVE GROWTH RATE!!

4) Selling of some investments to Cash out. CBIP has investments in Indonesia which are being cashed out.

5) Good progress and profits from special vehicles job done

"The revenue and profit before taxation of the special purpose vehicles segment increased by 125% and
201% respectively as compared to the last financial period. The increases were mainly due to higher
projects implementation and completion in the current quarter resulting from the substantial projects
order-book brought forward from the last financial year."


6) 24 April 2017 - CBIP ventured into a New Growth Zone of Central America. IMMENSE POTENTIAL FOR MODIPALM SALES.

"ii) On 24 April 2017, CB Industrial Product Sdn. Bhd. (“CBIPSB”), a wholly owned subsidiary of
the Company incorporated a new subsidiary in Republic of Guatemala, Modipalma Latin
America, Sociedad Anonima (Modipalma”). CBIPSB subscribed 548 shares of DTQ100 each for
a total consideration of GTQ54,800 (equivalent to RM32,272), representing 99.6% of the issued
and paid-up capital of Modipalma. For further details, please refer to our announcements to Bursa
Securities on 4 May 2017."

7) SEEING GREAT FUTURE VALUE INSIDERS ARE LOADING UP MORE CBIP SHARES

MR MAK CHEE MENG 22-Aug-2017 Acquired 200,000 1.980 View Detail
MR LIM CHAI HUAT 17-Aug-2017 Acquired 20,222 1.970 View Detail
LIM CHAI HUAT 11-Aug-2017 Acquired 32,000 1.970 View Detail
MAK CHEE MENG 12-Jul-2017 Acquired 200,000 2.050 View Detail


CALVIN COMMENTS:

AFTER DUTALAND CBIP IS CALVIN TAN RESEARCH TOP 2ND PICK FOR PLANTATION STOCKS

WHY SO?

THE GROSS PROFIT IS 28%

THE NET PROFIT OF CBIP IS 15%.

AMAZING GROWTH RATE FOR A PLANTATION STOCK.

HIP HIP HOORAY!!

Posted by Davidl > 2017-09-03 00:09 | Report Abuse

Time to accumulate!

Posted by Yippy68 > 2017-09-03 18:08 | Report Abuse

Thank you Calvin, i will add... .it is for long term.

Posted by Buns > 2017-09-06 15:53 | Report Abuse

I followed Calvin's recommendation. But profit up and price comes down. Is it because it missed estimates?

Posted by BearBear1980 > 2017-09-07 23:44 | Report Abuse

guess profit margin will be affected by surge of metal price :(

Posted by lloydlim > 2017-09-10 14:15 | Report Abuse

R u sure?

Posted by calvintaneng > 2017-09-10 14:40 | Report Abuse

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

Think longer term and look further into the future.

Steel prices up or down does not matter longer term as Modipalm is a Monopoly. Pricing power is found in monopoly like Milo, Water Utility & Toll Roads. So is the Fully Automatic Modipalm.

Just raise prices in tandem with steel price rise as there is no competitor anywhere nearby for the next 5 years.

Dolphin a competitor? Forget it. Dolphin will go bankrupt like Hubline.

So any price weakness just follow Insiders & load up.

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

Posted by jv1758 > 2017-09-13 09:55 | Report Abuse

I am attracted to this stock for the EPS. Stocks with this sort of price and EPS have given me profit before. While the past is not conclusive, the fundamentals make me want to invest in this stock.

Posted by calvintaneng > 2017-09-14 23:15 | Report Abuse

Good news

CBIP secured Rm8.7 jobs from Sime Darby

This is a long term recurring jobs

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5543737

Posted by i3gambler > 2017-09-15 15:06 | Report Abuse

1) Assuming there will be 4*3 sen dividend ex-dated before expiry of WA, and divide it by the duration from now to expiry, to get the Dividend Yield.

2) Historical Volatility of 10.7%, for the last 90 trading days.

3) Risk Free Interest Rate of 6%, take note that in calculation of WA fair value, it is assuming the return of mother share is equal to this Risk Free Interest Rate.

With the above input, WA fair value is 3.4 sen, only about 10% of the market price of 34.5 sen.

How come the fair value of WA is so much lower than its market price?

Why people want to buy WA at a market price of 10 time higher of its fair value?

Are these people idiot?

No, no, no, they are not idiots.

Just that they have high confidence in CBIP's future performance.

What we can do is, trial and error the Risk Free Interest Rate until the fair value become equal to market price of 34.5 sen.

What I get is, Risk Free Interest Rate of 21.5% will make the fair value become 34.5 sen.

Wow, annual return of 21.5%!

With this result of calculation, I bought some CBIP this morning.

Invest at your own risk.

Posted by Investeye > 2017-09-28 16:35 | Report Abuse

Take opportunity to accumulate few more lots..

Posted by Nihar Mynihar > 2017-10-02 12:58 | Report Abuse

why share price like watterfall

Posted by kenken85 > 2017-10-02 17:40 | Report Abuse

collected. hahha .. thx. =)

Posted by ACE9696 > 2017-10-07 23:07 | Report Abuse

aiseh drop lah 1.500

Posted by Yippy68 > 2017-10-20 02:47 | Report Abuse

bought 1.19 sold 1.93/94 , few rounds, made some teh tarik, Calvin, what wrong with your baby. CBIP

Posted by Yippy68 > 2017-10-20 02:47 | Report Abuse

sorry bought 1.91

Posted by Yippy68 > 2017-10-26 22:24 | Report Abuse

cpo..2805 /ton, cbip, when are you moving?

Posted by BearBear1980 > 2017-10-30 15:01 | Report Abuse

Not moving.......stand there :(

Posted by lloydlim > 2017-10-30 19:01 | Report Abuse

Foreign funds selling, let them sell 1st.

Posted by Yippy68 > 2017-11-08 02:15 | Report Abuse

Calvin Tan why so quiet?

Posted by calvintaneng > 2017-11-08 02:29 | Report Abuse

Calvin still accumulating slowly & quietly

Posted by apolloang > 2017-11-08 02:51 | Report Abuse

kmloong n sop up a lot,this kmloong illiquid,very hard to buy

Posted by calvintaneng > 2017-11-08 02:57 | Report Abuse

SOP Dr, Neoh & other Sifu are inside.

So not cheap.

CBIP is neglected so Calvin likes

Posted by Yippy68 > 2017-11-09 04:18 | Report Abuse

CPO up up up. Cbip zzzzz zzzzz zzzzz why?

Posted by Knownfact > 2017-11-09 10:08 | Report Abuse

CPO up up up. Cbip zzzzz zzzzz zzzzz why?

coming..........................

Posted by Tanleechoo > 2017-11-10 21:11 | Report Abuse

Let wait for Q3 result ..