Posted by dalpinia > 2020-01-08 15:04 | Report Abuse

MKH is safe as they are 100% plantation in Kalimantan, can switch to MKH

Posted by lloydlim > 2020-01-08 17:25 | Report Abuse

This stock surely can NOT buy at current price level, kindly tk noted guys! Safe your bullets.

Posted by bonbon > 2020-01-10 15:20 | Report Abuse

Everytime when erkongseng keluar, everyone should be careful..the share price is surely drop. . A piece of advise to mr. erkongseng, if you want to buy just buy, no one is stopping you. But please, no need to make an announcement here and shout shout shout.

Posted by stncws > 2020-01-10 15:21 | Report Abuse

Er k Seng changed profile to Willow oledi !!

Runnnn

Posted by bonbon > 2020-01-10 15:32 | Report Abuse

I notice he always come out and shout buy buy buy when the price has already raised a lot. Just be careful especially the newbie

Posted by lloydlim > 2020-01-12 13:20 | Report Abuse

Downtrend towards below 1, b cautious about it!

Posted by Dangel > 2020-01-12 15:47 | Report Abuse

CPO price seems having correction, better stay aside 1st.

Posted by dalpinia > 2020-01-14 16:59 | Report Abuse

Switched to MKH as India will buy more CPO from Indonesia, MKH plantation 100% in Kalimantan will be benefited

Posted by Davidl > 2020-01-15 13:08 | Report Abuse

CPO price drop below 3000, looking forward to 2500.

Posted by fahloong > 2020-01-16 14:31 | Report Abuse

if you want buy this stock pls consider deeply

Posted by fahloong > 2020-01-16 14:32 | Report Abuse

Do any one know when is they AGM ?

Posted by fahloong > 2020-01-16 14:45 | Report Abuse

this company own contractor money never pay

Posted by fahloong > 2020-01-16 14:45 | Report Abuse

when job almost finish call all the contractor stop the job

Posted by fahloong > 2020-01-16 14:46 | Report Abuse

cooperate with Gulf Lube buy a refinary plant at free zone port klang

Posted by fahloong > 2020-01-16 14:47 | Report Abuse

refurbish , when almost finish call all contractor stop job

Posted by fahloong > 2020-01-16 14:47 | Report Abuse

own contractor money more than 3 month already ... ask for payment push here and there

Posted by Davidl > 2020-01-16 17:38 | Report Abuse

Hopefully it could fall below 1.00

Posted by Davidl > 2020-01-17 08:47 | Report Abuse

CPO price drop below 3k now!

Posted by Davidl > 2020-01-20 15:37 | Report Abuse

Shall we c de price drop below 1 today?

Posted by bonbon > 2020-01-23 11:23 | Report Abuse

Oh my goodness. Drops everyday since erkongseng promoted it

Posted by Davidl > 2020-01-23 15:16 | Report Abuse

Big chance to break below 1 today!

Posted by i3gambler > 2020-01-26 14:34 | Report Abuse

We can expect revenue from the plantation segment is shooting through the roof.

https://klse.i3investor.com/blogs/gambler/2020-01-26-story-h1482930285-CBIP_The_Plantation_Production_Revenue_will_Explode_and_Shoot_through_t.jsp

Posted by lloydlim > 2020-01-30 12:00 | Report Abuse

Erkongseng is cooperate with market operator so he will promote the stock after the price shooting up a lot in order to accomplish his mission. Newbie need to alert to this Conman!

Posted by Davidl > 2020-01-31 18:06 | Report Abuse

Now is de best timing to accumulate! Dun b afraid guys!

Posted by i3gambler > 2020-01-31 19:19 | Report Abuse

The coming Q4 2019's result should be improving as the FFB increase but the price not yet up,

The real good will be the Q1 2020 as the FFB production and price both increase.

Posted by lloydlim > 2020-02-07 02:20 | Report Abuse

https://www.thestar.com.my/business/business-news/2020/02/06/upstream-planters-likely-to-do-better

Posted by lloydlim > 2020-02-22 21:53 | Report Abuse

https://www.sinchew.com.my/pad/con/content_2219043.html

Posted by kinuxian > 2020-03-05 11:22 | Report Abuse

https://www.freemalaysiatoday.com/category/nation/2020/03/05/india-not-extending-5-safeguard-duty-on-malaysian-palm-oil/

Posted by James Ng > 2020-04-07 09:10 | Report Abuse

https://klse.i3investor.com/blogs/general/2020-04-07-story-h1485822857.jsp
[转贴] [CB INDUSTRIAL PRODUCT HOLDING BHD：利润增加主要是由于较低的生产成本（较高利润率）和较高的其他利润所致，这些利润来自出售空置物业的收益] - James的股票投资James Share Investing

Posted by danchong > 2020-04-08 20:30 | Report Abuse

What is the impact of the MCO on the company?

Posted by lloydlim > 2020-06-02 17:47 | Report Abuse

Trend reversal?

Posted by danchong > 2020-06-02 21:38 | Report Abuse

very aggressive in shares buy back

Posted by Davidl > 2020-06-03 18:13 | Report Abuse

Time to accumulate!

Posted by Knownfact > 2020-06-26 10:33 | Report Abuse

so quiet

Posted by kinuxian > 2020-07-01 10:27 | Report Abuse

Without SBB, i guess it slide downward further further as weakening CPO price and POME order. Without going into detail, audit dispute likely deter some ppl put money into this stock.

Posted by i3gambler > 2020-07-07 08:48 | Report Abuse

There will be RM40m cash for aggressive SBB from now, after selling off an asset to Kossan.

Posted by Knownfact > 2020-07-07 11:02 | Report Abuse

kinuxian & i3gambler, what is SBB?

Posted by Knownfact > 2020-07-07 11:14 | Report Abuse

Form the latest AR, I notice that SPV segment Revenue hit a high of 327mil in 2017 and dropped to only 2.7 mil in 2019. The revenue recovered to 6.5mil in 1st Q of 2020. according to HLG report on 1/7, the order book of SPV stand at 75mil as at 31 mar 2020. We can look forward to better contribution from this segment in 2020

Posted by i3gambler > 2020-07-07 12:18 | Report Abuse

Knownfact,

SBB - Share Buy Back.

Posted by Knownfact > 2020-07-07 13:19 | Report Abuse

Thanks i3gambler. You spend so much time in analysing shares , don’t really think you’re a gambler

Posted by Knownfact > 2020-07-08 15:55 | Report Abuse

In the segmental information of the Q report last month, it is good to note that the new segment (Biofuel/Refinery plant) has a revenue of 22.931 mil that generate a profit of 2.322 mil.

Posted by kinuxian > 2020-07-08 16:21 | Report Abuse

Biofuel is against headwind as brent oil is relative cheap now.

Posted by Knownfact > 2020-07-09 11:41 | Report Abuse

According to HLG, profitability at biofuel/refinery will likely be impacted by wide palm oil-gas oil (POGO) spread.

The 10% profit margin looks good. The next Q results which covers April to June will see palm oil & crude oil prices at their lowest.

Let's see how the company perform.

Posted by Pob1234 > 2020-07-09 22:53 | Report Abuse

Has anyone aware that cbip mentioned in their investor presentation that “We have a greenfield landbank of approximately 86,000 hectares, mostly situated in Kalimantan Tengah, Indonesia, of which 8,877 hectares has been planted” . Any idea how big for 86k hectare?

Posted by i3gambler > 2020-07-10 12:21 | Report Abuse

Pob1234,

No more 86000 Ha, as they sold some of it,
They now have only 32000 Ha.

Look at what they have reported on Total Planted Area
1) 2012: 1700 Ha
2) 2013: 4400 Ha
3) 2014: 6070 Ha
4) 2015: 7348 Ha
5) 2016: 9399 Ha
6) 2017: 11574 Ha
7) 2018: 12700 Ha
8) 2019: 13441 Ha

From the above information, we can guess the age profile of the trees, and I estimate the FFB production is about to increase very much by percentage year on year, also meaning that the plantation become cost effective and profitable.

With 13441 Ha are now planted, there are still 18559 Ha vacant land.
However, I am not sure how much of the 18559 Ha is plantable.

Posted by Knownfact > 2020-07-10 21:55 | Report Abuse

I don’t like the way the management is putting the plantation and milling in the same segment.

The revenue increased from17mil in 2018 to 50mil in 2019.

Loss increased from 8.7mil to 19.7mil.

Anyway to estimate what we can expect from these two segments.

Posted by Knownfact > 2020-07-13 16:50 | Report Abuse

How significant is the plantation segment to CBIP?

From last year revenue figures of 50mil, it represent 9.2% of the total of 541mil.

We are definitely looking at a much higher figure this year.

If the company decides to concentrate on engineering and sell off the plantation when they are matured, then we can look forward to some handsome rain fall profit.

Posted by i3gambler > 2020-07-14 08:46 | Report Abuse

The latest total planted area as mentioned in the Result Update is 13502 ha.

The cost of planting including access and land clearing is about RM16000 per ha, excluding land cost of about RM500 per ha.

So the value of that 32000 ha = 13502*16000 + 32000*500 = RM232m,
or 232m/496m = RM0.47 per share.

Posted by Knownfact > 2020-07-14 13:27 | Report Abuse

The cost of planting was put under plantation development expenditure before and I think it is now lumped up with property, plant & equipment.

The last reported figure was 253mil in 30/12/2017.

The value of that 32,000 ha is worth very much more than Rm232m

Posted by Knownfact > 2020-07-14 13:35 | Report Abuse

Anyone have any idea how much is the market value of plantation in Kalimantan?