Posted by scjm > 2021-10-22 09:20 | Report Abuse

hence an immediate negative response affecting our palm oil sector

Posted by prudentinvestor > 2021-10-22 10:51 | Report Abuse

Even if CPO price were to drop to RM4,000 a ton, it is still very high and plantation companies would still reap huge profits.

Posted by scjm > 2021-10-22 11:14 | Report Abuse

any price above rm 3000 is already profitable

Posted by keng88 > 2021-10-25 14:06 | Report Abuse

QR out

Posted by chinaman > 2021-10-25 14:09 | Report Abuse

good result but movement so slow....OK changed name to Lambat??

Posted by calvintaneng > 2021-10-25 14:53 | Report Abuse

Excellent! Cepat with only about 20,000 Acres of oil palms showed more than 100% profit upside from YoY.

Wait and see these with 10 X (Times) more oil palms

Jtiasa (206,000 acres)
Bplant (220,000 acres)
Thplant (240,000 acres)

Posted by scjm > 2021-10-25 15:04 | Report Abuse

upon the release of the 3 QR the price gap up up 3.3% from 75 to 78 which is rather significant but it has yet to breakout of the triangle at 79.5 and for that to happen the big players have to come out and they will in the appropriate hour

Posted by markgold > 2021-10-25 15:25 | Report Abuse

We must stay safe and live longer to enjoy the benefit as investors of plantation stock.

Posted by k3nthiew > 2021-10-25 16:15 | Report Abuse

Looks like should break 80c today

Posted by prudentinvestor > 2021-10-25 16:25 | Report Abuse

At 78.5 sen a share, Cepat is trading at a prospective PE of 6 to 7. Should move up to over RM1 a share within the next few weeks.

Posted by chinaman > 2021-10-25 16:48 | Report Abuse

Sikit sikit lama lama jadi bukit.... I'm still holding it believe on further upside. palm oil is not over yet

Posted by markgold > 2021-10-25 16:52 | Report Abuse

Quarterly result 30-9-2021 announce on 25-10-2021, really cepat!!!

Posted by k3nthiew > 2021-10-25 18:55 | Report Abuse

Skim CEPAT kaya start!!

Posted by Johnzhang > 2021-10-25 19:09 | Report Abuse

Hope there is special interim dividend soon. Shareholders who shall be attending the AGM on 18/11 should raise this if nothing is declared by then .

Posted by chinaman > 2021-10-27 17:41 | Report Abuse

Bursa is a weird market. good profit stocks - price falling... PN17 stocks - price rising....

Posted by Johnzhang > 2021-10-28 10:54 | Report Abuse

I think cepat shall make $40 Mil NPAT this year . The last time the company declared 1 for 2 bonus issue was in late 2011 (ex date 16/1/12) , ie 10 years ago. It may be right time to reward shareholders with another BI , may be 2 for 5..

Posted by stockraider > 2021-10-28 13:21 | Report Abuse

Just buy mah!

Cashflow & result very good mah!

Posted by JamesPond > 2021-11-02 14:57 | Report Abuse

Johnzhang, giving BI is not a reward to shareholders. BI is to punish shareholders

Posted by JamesPond > 2021-11-02 15:44 | Report Abuse

Cepat is plantation company with ALL its business activities in Sabah. Only bodoh Directors would spend Cepat money to invest in Properties in Kuala Lumpur. Spent so much money RM40M+ to buy properties and leave them vacant for so many years without collecting any rental income. May as well sell these properties and pay dividend and concentrate on plantation biz. Better still use the money to reduce borrowings and replanting

Posted by JamesPond > 2021-11-05 15:22 | Report Abuse

It is a badly managed Co. I still cannot understand why management have investment in properties in Kuala Lumpur when its main operations is plantation in Sabah

Posted by markgold > 2021-11-16 10:35 | Report Abuse

Overall Cepat is a well manage company. This company does not simply invest everywhere like Berjaya Corp.

Posted by markgold > 2021-11-16 10:37 | Report Abuse

We should attend the AGM and raise the question of investment in properties in KL.

Posted by markgold > 2021-11-16 11:24 | Report Abuse

If the company is well manage and transparent as Taan then the market price is above rm2.00.

Posted by novice2020 > 2021-11-16 12:21 | Report Abuse

Based on the 3rd quarter report:


1. Investment in property : $43 Mio

2. Short term investment and cash in Bank : $44.8 Mio

3. Bank Borrowing : $ 62 Mio.

4.1+2 of $87.8 Mio is greater than $ 62 Mio.

5. Make your own investment judgement.

Posted by markgold > 2021-11-16 16:21 | Report Abuse

I bought Cepat bit by bit for the past two months.

Posted by novice2020 > 2021-11-23 10:16 | Report Abuse

https://www.globaltimes.cn/page/202111/1239573.shtml

China to buy US$150 Billion of agriculture products from Asean for the next 5 years, what will be the long term prospect for Palm Oil?

Posted by novice2020 > 2021-12-13 16:53 | Report Abuse

https://www.freemalaysiatoday.com/category/business/2021/12/13/malaysia-moving-into-2nd-generation-biojet-fuel-production/

With strong support from China to Asean and considering the world wide inflation, CPO price will remain attractive for a long time. An equitable revaluation of palm oil counters will happen in the coming months if not sooner.

Posted by risktoreward > 2021-12-15 22:49 | Report Abuse

Support cepat @ 0.655 today

Posted by novice2020 > 2022-01-04 11:03 | Report Abuse

https://bepi.mpob.gov.my/admin2/price_local_daily_view_cpo_msia.php?more=Y&jenis=1Y&tahun=2021

Last quarters (October -Decemberm 2021 ) CPO price was above 5K. Make your own judgement on the 4th quarters result.

Posted by prudentinvestor > 2022-01-04 20:41 | Report Abuse

Cepat should announce its final quarterly earnings before the end of the month if the date of its previous quarterly earnings announcement is any indication. I expect the latest quarterly earnings to be better.

Posted by Johnzhang > 2022-01-05 06:55 | Report Abuse

CPO avg Q4 21 is $5,154 which is 17% higher than last Q..
Cepat 's Jan-Sept 21 EPS is 8.64 sen
Est EPS Q4 21 is 4 sen
FY21 EPS shall be 12.64 sen.
Share price @ 4/1/22 69 sen
PE is( 69/12.64) = 5.5X
% return on share price is (12.64/69 )= 18.3%
If dividend payout is 50%, DY is 9.2%

Posted by novice2020 > 2022-01-05 10:39 | Report Abuse

EPS 3rd quarters was 3.76 cents. Power plant back to full operation after end August plus better CPO price in 4th quarters as compared to 3rd quarters ( roughly 15%). Production figures were also high in the month of October and November when CPO stay above 5K.

Will the EPS for 4th quarters higher than 4 cents?

Posted by markgold > 2022-01-13 11:10 | Report Abuse

Buy additional units at 70 sen for the past 7 days.

Posted by ahbah > 2022-01-13 11:11 | Report Abuse

U are doing all the korrect things !

Just close eyes n sapu lah !

Posted by novice2020 > 2022-01-14 15:11 | Report Abuse

In financial year 2020, total EPS was about 5 cents and the company declared dividend on 6th April 2021 for 2.5 cents (50% of EPS).

For financial year 2021, the estimated total EPS will be more than13 cents, if using 2020's payout as a basis, how much will be the dividend? Would the payout ratio be more than 50%?

For the month of January 2022 until now, CPO price remains above 5K.

2021's financial results will be announced by end February 2022.

Looking forward to the early April 2022's announcement on dividend.

Posted by markgold > 2022-02-07 10:05 | Report Abuse

During Nov 2021 CPO reached 5000 Investment Bank forecast CPO price sure drop by March 2022. IB latest forecast CPO can sustain until May 2022. Their forecast are wrong since Nov 2019, let see how long they are wrong in their forecast.

Posted by Johnzhang > 2022-02-07 10:12 | Report Abuse

Cepat’s production for 2022 is expected to rebound . With strong CPO price , it shall make a lot more profit. EPS 2021 is estimated 12-13 sen. Forecast EpS 2022 is expected to be significantly higher . Present share price is far too undervalued.

Posted by prudentinvestor > 2022-02-07 10:33 | Report Abuse

When CPO price went up to around RM4,300 a ton about 10 years ago, Cepat reached a peak of about RM1.20 a share. Now CPO is trading at over 30% higher than its previous peak, Cepat should be trading at over RM1.50 instead of just 77 sen.

Posted by ahbah > 2022-02-07 10:36 | Report Abuse

No wori.

Wallop all palm oil stocks when palm oil is veri high now.

Posted by novice2020 > 2022-02-08 10:48 | Report Abuse

Comparing production date and CPO price for the corresponding period in January:

1. CPO production : An increase of 23% in January 2022 as compared to January 2021

2. Average CPO monthly price: January 2022 was RM5354 as compared to January 2021 was RM3748. An increase of 43%

Based on this positive development, is the current share price a fair valuation? Make your own judgement on investment.

Posted by Johnzhang > 2022-02-08 11:10 | Report Abuse

yes, figure can not lies.

Posted by ahbah > 2022-02-08 11:17 | Report Abuse

Mr John is the true expert on palm oil stocks.

We can never be wrong if we all follow him.

Posted by Johnzhang > 2022-02-10 07:29 | Report Abuse

Cepat's own FFB production in Q4 2021 was 30,462 mt (Q4 2020 28,822 mt), Up 5.7% y-o-y which is fantastic in view of labour shortage. Avg CPO price is 54% higher y-o-y ($5,154 vs $3,341) Therefore, Q4 2021 y-o-y earning growth shall be explosive.

Additionally, own FFB production for Jan 2022 is 17% higher y-o-y (8,278 mt vs 7,060 mt) while CPO price is 43% higher y-o-y ($5,354 VS $3,748) . We will see yet another explosive earning growth for Q1 2022 too.

Cepat share price at 77 sen is just too undervalued!

Posted by novice2020 > 2022-02-10 09:57 | Report Abuse

@Johnzhang, Thanks for the good analysis.

Waiting for the attractive dividend in April.

Posted by prudentinvestor > 2022-02-11 15:27 | Report Abuse

Volume picking up, meaning Cepat is on the radar of more and more investors. This is a good sign.

Posted by wallstreetrookie > 2022-02-14 06:01 | Report Abuse

Facebook guru pumping this stock. Proceed with caution

Posted by markgold > 2022-02-15 10:01 | Report Abuse

Which facebook please.

Posted by markgold > 2022-02-15 10:04 | Report Abuse

Cepat and MHC are my top holding in plantation stocks.

Posted by novice2020 > 2022-02-15 12:04 | Report Abuse

By next week, the 4th quarter 2021 results will be out. Exciting time indeed.

Posted by Johnzhang > 2022-02-15 12:58 | Report Abuse

Don’t get disappointed that MHC and the associate , Cepatwawasan, is lagging behind. . Remember every dog has its day .