Posted by calvintaneng > 2021-08-11 16:02 | Report Abuse

Cepat fast up

Now Tsh very undervalue

Tsh is the best buy now!

Posted by calvintaneng > 2021-08-11 16:31 | Report Abuse

small baby cepat only got less than 25,000 acres of palm oil and yet see an increase of 100% profit and price almost 70 sen

these taikos Jtiasa, Bplant and Thplant each got over 200,000 Acres of palm oil still trade below Cepat

There is gross mispricing

Tsh also extremely cheap

Posted by Bgt 9963 > 2021-08-12 08:11 |

Post removed.Why?

Posted by calvintaneng > 2021-08-12 08:52 | Report Abuse

GREATEC VERSUS CEPATWAWASAN: TECH STOCKS TOO EXPENSIVE TO CHASE & PALM OIL TOO CHEAP TO IGNORE, Calvin Tan

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-08-12-story-h1569708616-GREATEC_VERSUS_CEPATWAWASAN_TECH_STOCKS_TOO_EXPENSIVE_TO_CHASE_PALM_OIL.jsp

Posted by Beltland > 2021-08-15 14:12 | Report Abuse

KLSE invented new market theory ; declared good financial report share price comes down !

Posted by wallstreetrookie > 2021-08-16 05:54 | Report Abuse

Not bad. Even though I don't like plantation companies due to ESG concerns. This one is pretty decent

Posted by Johnzhang > 2021-08-17 09:33 | Report Abuse

NPAT 1H 2021 is 4.9 sen per share . FY 2021 may be about 10sen.
At 10x PE, it should worth at least $1. Net realizable asset value may be about $2/- per share if the assets are put up for sales .

Posted by stockraider > 2021-08-17 11:00 | Report Abuse

Just buy lah!

Posted by chinaman > 2021-08-27 12:24 | Report Abuse

Nenek Zuraida now is new Plantation minister

Posted by Johnzhang > 2021-09-03 13:49 | Report Abuse

Malaysia has put a cap on land for oil palm to 6 mil ha (5,87 mil ha used as at 2020). Indonesia has implemented a 3 years moratorium on new planting. There is great pressure on the Indonesian government to extend the moratorium indefinitely due to environmental reason .
Consequently, AVERAGE CPO price will stay much high in the future amid stagnant /lower supply and in face of global warming threatening production (of other oil crops too). Oil palm plantantion will fetch a lot more due to scarcity of land.
Existing plantantion companies which generates huge amount of free cashflow can only expand thru brownfield acquisition.
M&A activity and privatisation will heat up in this sector .

Posted by SpicyMcDeluxe > 2021-09-08 16:12 | Report Abuse

kekw

Posted by stockraider > 2021-09-08 18:43 | Report Abuse

Go for it loh!

Posted by Johnzhang > 2021-09-08 21:26 | Report Abuse

CPO Sept surged above $4,700. Good future prices into 2022!

Posted by chinaman > 2021-09-10 18:57 | Report Abuse

Sabah has become the first state to reject Putrajaya's plan to introduce a new syariah law that restricts propagation of non-Muslim religions.

In a statement, Sabah Chief Minister Hajiji Noor cited the state's longstanding harmony as a reason behind the decision

Posted by frankco > 2021-09-16 14:28 | Report Abuse

very obvious accumulation is brewing at the moment for the plantation stock ..

Posted by chinaman > 2021-10-04 14:37 | Report Abuse

Nenek Zaleha will bring in 32,000 bangla to work in plantation by mid Oct

Posted by prudentinvestor > 2021-10-05 16:29 | Report Abuse

CPO price now at all time high. Should be worth at least RM1 a share.

Posted by Nathan27 > 2021-10-05 17:52 | Report Abuse

Subur profit jump to 20m due to sky high palm oil prices… the upcoming quarter for cepat will be 15-20m profit, with the current profits , cepat is undervalued… looking to the future of 15-20m profit per quarter, this stock should be hitting limit up like subur soon… don’t miss cheap tickets… Goodluck

Posted by SpicyMcDeluxe > 2021-10-06 14:54 | Report Abuse

kekw

Posted by novice2020 > 2021-10-07 09:26 | Report Abuse

The production data just published for September looks solid. Coupled with record CPO price, it means that Q3 results will be impressive. Cepat cepat mari...

Posted by stockraider > 2021-10-07 11:04 | Report Abuse

Just buy lah!

Farmland very safe mah!

Posted by Johnzhang > 2021-10-08 12:53 | Report Abuse

I am pleased to share the projected full year (2021) EPS and the prospective PE of some of my favorite plantation counters. The Projected EPS is based on actual 1H + Q3+Q4. Q3 EPS can be estimated fairly accurately as Q3 avg CPO prices is known and production numbers are mostly available . I also make the assumption that Q4 EPS is same level as Q3 for reasons that ASP Q4 seem to be even higher and labourers for plantantion sector are coming in to maximize crop recovery. Given that Nov/Dec is usually seasonally lower crops, but the higher ASP and labour availability should be enough to offset that,
On above basis , the FY 2021 EPS and prospective PE based on yesterday closing share price as as follows:

Bplant. EPS 9.6sen , PE 7.1x
THplant. EPS 16.5sen , PE 4.4x
SOP. EPS 73.0sen. PE 5.3x
MHC. EPS 20.9sen. PE 4.5x
Cepat. EPS 13,9sen. PE 5.2x
Swkplt. EPS 48sen. PE 5.2x
Taaan. EPS 67.9sen PE 4.6x
Hsplant. EPS 23.6sen. PE 9.3X.

Historical PE for plantation counter is 15 to 25x
As such, plantation counters are seriously underappreciated by the market , especially amid poor KLSE sentiment.

Can 2021's earning be sustained in 2022?
You will be surprised!
Hope this perspective helpful for your investment decision.

Posted by stockraider > 2021-10-08 13:17 | Report Abuse

Plantation companies good value loh!

Very safe mah!

Posted by SpicyMcDeluxe > 2021-10-11 10:03 | Report Abuse

kekw

Posted by chinaman > 2021-10-11 13:56 | Report Abuse

This one i agreed with Lu Tau Bor?...wakaka

Posted by frankco > 2021-10-11 17:20 | Report Abuse

CPO & gas price is all time high...its biomass gas plant should generate handsome profit next few quarters to come.. should worth > RM1.00 ..

Posted by stockraider > 2021-10-12 08:27 | Report Abuse

Go for it loh!

Strong Latent upside potential mah!

Posted by scjm > 2021-10-14 08:36 | Report Abuse

this week's target 83 to 85

Posted by novice2020 > 2021-10-14 09:56 | Report Abuse

scjm, sure or not? in Hokkien, Chun boh!

Posted by frankco > 2021-10-15 12:19 | Report Abuse

https://www.theedgemarkets.com/article/indonesia-plans-stop-all-crude-palm-oil-exports-eventually

Posted by SpicyMcDeluxe > 2021-10-15 15:18 | Report Abuse

kekw

Posted by scjm > 2021-10-16 09:46 | Report Abuse

novice bo pian the day i wrote on thursday morning before opening the sector just turned bearish and it is now taking control but should bullish sentiment returns then the next first target is at 83 to 85 and if closing price stayed at 76 and above then we should see it going up to 1.00 - 1.20

Posted by scjm > 2021-10-16 09:48 | Report Abuse

that is the likely price movements though nothing is 100% and that is the way it is

Posted by stockraider > 2021-10-16 12:49 | Report Abuse

Target above Rm 1.00 very modest loh!

The plantation land offer protection against inflation mah!

Posted by scjm > Oct 16, 2021 9:46 AM | Report Abuse

novice bo pian the day i wrote on thursday morning before opening the sector just turned bearish and it is now taking control but should bullish sentiment returns then the next first target is at 83 to 85 and if closing price stayed at 76 and above then we should see it going up to 1.00 - 1.20

Posted by chinaman > 2021-10-16 13:22 | Report Abuse

Many years, the so called ANAL lyst keep harping sell bear call om palm. But, i never listen and keep accumulating when got $$$. CPO keep strengthening year by year to myr5000MT now. many ANAL lyst should just close shop. luckily, listen to master Calvin, lu tao bor team. hehehe

Posted by chinaman > 2021-10-18 10:50 | Report Abuse

RSS broker kaki lima block all my comments at Brahims..apasal banyak takut comment saya yang positive. Ah pu nei nei broker forever fits jual roti canai kaki lima, betui?? wa comment kat cepat boleh??

Posted by chinaman > 2021-10-18 10:52 | Report Abuse

All food & beverage, retailers, aviation counters including palm oil are the 1st sectors to recover strongly post covid.... why censor me at Brahims???

Posted by chinaman > 2021-10-18 11:04 | Report Abuse

Celaka securities RSS broker at brahims blocked my comment

Posted by stockraider > 2021-10-18 11:32 | Report Abuse

If u future prove your investment like raider, u No scare scare Mkt Crash if it happen mah!

Whether great depression or great hyper inflation !

Always protect yourself with cheap highly profitable plantation business & its land mah!

Why cheap plantation land & farm land leh ??

Bcos limited supply as they cannot manufacture plantation mah!

So it has deep value loh!

Posted by Johnzhang > 2021-10-19 09:09 | Report Abuse

One of the cheapest small cap plantation counters. Share price shall easily breach $1.00 soon .

Posted by stockraider > 2021-10-19 10:30 | Report Abuse

Investment in palmoil listed companies got many tier offensive & defensive stategy mah!

Offensive

1. benefit from high oil price reap huge profit improvement, strong cash flow generation and strong and healthy balance sheet

2. Strong dividend will be forthcoming.

3. The govt of indonesia & msia have restricted new palmoil plantation development thus limited future plantation supply in the future which is good as it will lend support to its price loh!

Defensive

1. Land has a finite supply which is a good hedge against inflation

2. Currently plantation trade at a deep undervalue thus give big margin of safety for investor loh!

3. The current of hype of ESG trend which is unsustainable....give a good sound contrarian opportunity for a very strong rebound & upside for plantation going fwd loh!

Posted by Johnzhang > 2021-10-20 19:15 | Report Abuse

Today’s performance:
CPO + 2.5% $5303 (nov)

Counters without EPF and KWAP :
THplant +14.5%
Bplant. +4.9%
Mhc. +3.8%
Cepat. +1.3%

Big cap /counters with EPF/KWAP as shareholders:
Simepltn - 1.4%
IOI. - 0.74%
Genp. - 1.83%
Klk. +0.35%
Taann. - 2.74%
Swkpltn. Unchanged
SOP. +. 0.77%

I believe EPF and /or KWAP are still selling down today . Only local retailers and some corporates are absorbing the selling and that’s not enough to move price to reflect the robust fundamental of CPO .

Posted by scjm > 2021-10-21 09:32 | Report Abuse

the stock is on an uptrend and currently within the triangle once breakout 79.5 then the momentum would be quicken and likely to breach the recent high 81 and to remain above 80 sen thereof...so hopefully the breakout is sooner rather than later...today or esok

Posted by markgold > 2021-10-21 09:51 | Report Abuse

Good earning will push the price up.

Posted by scjm > 2021-10-21 10:20 | Report Abuse

breakout needs confirmation with high volume that is above average; so i think the big player(s) is(are) creating the volume to validate the breakout ...the immediate resistance is at 78.5 to 79.5

Posted by scjm > 2021-10-21 10:24 | Report Abuse

presently plantation/palm oil sectors sui sui

Posted by markgold > 2021-10-21 10:42 | Report Abuse

Those people selling now will regret by next month when the quarterly result announce.

Posted by stockraider > 2021-10-21 11:24 | Report Abuse

Correctloh...plantation like cepat is one of the best investment loh!


Posted by markgold > Oct 21, 2021 10:42 AM | Report Abuse

Those people selling now will regret by next month when the quarterly result announce.

Posted by frankco > 2021-10-21 14:21 | Report Abuse

Price of Cepatwawsan would close the gap with price of MHC hovering above RM1.00..

Posted by scjm > 2021-10-22 09:18 | Report Abuse

china and india, major importers of our palm oil took measure to control the price from spiraling up