Posted by 8899EL8899 > 2022-03-04 14:11 | Report Abuse

this afternoon future cpo price will rebound,........market already digested china & india reluctant to buy at high price ,......( corn ,soya price not falling this morning )

Posted by ipohwhitecoffee > 2022-03-04 14:19 | Report Abuse

Buy the dip

Posted by 8899EL8899 > 2022-03-05 10:52 | Report Abuse

don`t be suprise cpo price will bounce back to rm8000 again as soya bean oil & sun flower oil shortage continue ,.......edible oil now toughing the year 2008 & 2012 peak,.......due to inflation & ukraine war,..........the oil price should be higher than the past,..........now , labour & fertilizer costs are much more higher than the past,......think about it, why should palm oil go cheaper,.......

Posted by 8899EL8899 > 2022-03-05 11:02 | Report Abuse

i really surprise why people selling off yesterday,........you will miss this bull run,.......

Posted by prudentinvestor > 2022-03-05 13:09 | Report Abuse

Crude oil priced spiked by over 6% again. You can expect CPO to rally again on Monday. Cepat's share price should also move north.

Posted by Johnzhang > 2022-03-05 15:51 | Report Abuse

at $8,000 CPO has become the MOST expensive edible oil and this is simply not sustainable . The leap and bounce increase is largely due to speculative factors too. Bursa derivative raised trading deposit by 20% on last Friday to dampen speculative activities which has resulted major price correction. CPO will find its level competitive vis a vis other key edible oils, which I think is $6,500 -$6,800 in the near term . At $6,500, plantations are going to earn explosive profit . ( FY2021 realized price was only $4,300 to 4,500 for most midsize and small plantations)

Posted by joerakmo > 2022-03-05 20:38 | Report Abuse

Indications are pointing to a 6100-6500 average for CPO for1Q22 Approximately a 50% jump from FY21 average of 4368 and 20% from 4Q21.Searching for those that have shown a similar 'conversion' of CPO price to EPS we look at the increase between 3Q21 and 4Q21 eps.(this is shorcut,have to track back further for consistency)These companies also have in common by selling spot price.On my list Cepat, HSPlant,Inno, MHC,SOP ,SWKplt and TSH

Posted by skyjet > 2022-03-05 22:13 |

Post removed.Why?

Posted by joerakmo > 2022-03-05 23:08 | Report Abuse

Temporary only

Posted by GhostRider999 > 2022-03-06 00:03 | Report Abuse

skyjet, pls read the news carefully ..
"Russia declares partial ceasefire to allow humanitarian corridors in Ukraine but 'broad offensive' continues"..

It's not a total ceasefire..

Posted by GhostRider999 > 2022-03-06 00:27 | Report Abuse

Pls do ur homework than u know that the cpo price were already on the uptrend even before the war began.

Posted by VincentTang > 2022-03-06 16:52 | Report Abuse

Sell all steel stocks and palm oil stocks to buy MSC. Miss universe stock has just been changed from Hiaptek to MSC. MSC will be next PMBTECH. Target price for MSC is RM20.

Posted by k3nthiew > 2022-03-07 09:31 | Report Abuse

Any valid reasons why plantation counters to drop today??

Posted by Newbie_123 > 2022-03-07 09:36 | Report Abuse

FCPO price keep dropping

Posted by k3nthiew > 2022-03-07 09:44 | Report Abuse

But still at multiple yrs high right??

Posted by harold8990 > 2022-03-07 10:11 | Report Abuse

Price Correction for those who missed the boat

Posted by Johnzhang > 2022-03-07 11:41 | Report Abuse

Malaysia is Asia?s ?new gold ?amid market volatility -Modular
March 07, 2022 10:03 am +08
(March 7): Modular Asset Management will increase its already long exposure to ringgit-denominated assets as they are the new gold amid increased market volatility, said strategist Wai Ho Leong.

Resource exporters like Malaysia are the new gold. It is in a unique sweet spot, being Asia?s only net energy and edible oil exporter, said Singapore-based Leong.

It will start to stand out in stark contrast to Thailand, India and the Philippines, which are among the largest importers of oil, metals and food, Leong added.

Posted by stockwin > 2022-03-07 12:38 | Report Abuse

VincentTang
Sell all steel stocks and palm oil stocks to buy MSC. Miss universe stock has just been changed from Hiaptek to MSC. MSC will be next PMBTECH. Target price for MSC is RM20.

======================================================
You cannot simply change a miss universe stock with no good reason? Hiap Tek is about to announce a good set of result before month end, why it is no longer a miss universe stock??

Posted by stockwin > 2022-03-07 12:47 | Report Abuse

Sifu said hold till sept 2022 for a TP of RM1 no longer achieveable??

Posted by Newbie_123 > 2022-03-07 15:43 | Report Abuse

FCPO exponential price rise will take a real beating as all stocks will deep dive soon.

This week sharp dive will reflect the true market sentiments over war

Posted by Invest_888 > 2022-03-07 16:29 | Report Abuse

CPO price moves up to RM6500/tonne and soybeans price also moves up to challenge historic high. How come the plantation stocks are not moving up as well.

Posted by joerakmo > 2022-03-07 16:37 | Report Abuse

@newbie
FCPO april above 7000 ...how?

Posted by Newbie_123 > 2022-03-07 16:53 | Report Abuse

Only real bullish counter & safe haven is Crude Oil & Gold if war extended. Even Warren B's Berkshire also join in :P

CPO for some reason not attractive to big fund

Posted by 8899EL8899 > 2022-03-07 17:01 | Report Abuse

just hoping with high cpo price,....plantation companies in malaysia will make more global money ,.....helping the country economy & stock market,.......malaysia stock market is poor,......no money!

Posted by 8899EL8899 > 2022-03-07 17:23 | Report Abuse

tomorrow cepat will shoot up 10cent if tonight soya oil price up again

Posted by Everybodyhuat > 2022-03-07 18:45 | Report Abuse

Some of you fools like to simply talk or spreading fake news. To check current palm oil price today which is uptrend, go tradingeconomics.com to check palm oil or even steel for the latest update. There is no ceasefire from Russia, in fact more sanction on them which explain why oil is above 120 and reaching 130 soon. All commodity prices shoot up, nothing drop.

Posted by Johnzhang > 2022-03-07 19:09 | Report Abuse

FCPO for Mac and April still $7,000 today.

Posted by joerakmo > 2022-03-07 20:20 | Report Abuse

Palm oil and other edible oils started upward trend in 2020,continued into 2021 accentuated by the weather,Covid and supply chain disruptions well before the war .
Same goes for most metals
A single bar or candle does not make a trend.

Posted by VTrade > 2022-03-07 21:57 | Report Abuse

No much seller in cpo

Posted by 8899EL8899 > 2022-03-07 23:05 | Report Abuse

wheat price keep rising,.....give you the hint that very unlikely ukraine war will end soon,.......it look like going to be a long war,......

Posted by Johnzhang > 2022-03-08 07:25 | Report Abuse

Shoppers scramble for staples as food fallout from war spread

March 07, 2022 22:40 pm +08

ISTANBUL/LONDON/CAIRO (March 7): The shockwaves in global crop markets from Russia's invasion of Ukraine are now spreading to store shelves.

Worries about surging sunflower oil prices triggered heavy buying over the weekend in Turkey, as footage of citizens trying to grab tins of cheaper oil at one store went viral. In Egypt, the world's biggest wheat importer, prices for some unsubsidised bread have jumped in the past week.

The war has already driven wheat prices nearly 70% higher in Chicago this year and is threatening to upend global food trade ? Russia and Ukraine are vital suppliers of grains, vegetable oil, and fertilisers, which means that supply disruptions will be felt all over the world. Wheat prices have reached levels last seen during the 2008 global food-price crisis ? which helped spark widespread protests ? and a United Nations index of food prices hit a record in February.
In Turkey, sunflower oil is the main cooking oil and a key component of food spending. Images of a 18-litre tin being sold for 989 liras (US$69) spurred debates on the cost of living, while the item was not available at all on the websites of some grocery chains.

The concern over sunflower oil prices is related to imports stuck at ships at the Sea of Azov, the north-eastern tip of the Black Sea, according to Ahmet Atici, secretary-general of the Vegetable Oil Industry. The group sent a letter to the Trade Ministry earlier this month, warning that current supplies might last only to mid-April.

A trade group in the European Union has warned it could run dry of sunflower oil by a similar time, with the lost volumes from Ukraine impossible to offset .

Ukraine and Russia together account for about three quarters of global exports of sunflower oil.

Posted by novice2020 > 2022-03-08 12:01 | Report Abuse

Back to basics of investing. February production figures are out. Comparing them to the corresponding period in 2021 ( February 2021), the results are good:
1. FFB production increased by 13%
2. CPO production increased by 72%
3. Palm Kernel production increased by 70%.

In February 2021, Average CPO price was RM3895, In February 2022, average CPO price was RM5930, this represented an increase of 52%.

For the first eight days of March 2022, CPO prices are record high ( 6800- 8000).


Based on the above info, you can make your own judgement on the profit level for the first quarter of 2022. Is the current price a fair valuation?

Posted by Justin328 > 2022-03-08 12:12 | Report Abuse

when will announce dividend?

Posted by markgold > 2022-03-08 12:15 | Report Abuse

Yes, 1st quarter result announce by May , sellers of plantation stock will regret soon.

Posted by Newbie_123 > 2022-03-08 14:55 | Report Abuse

choppy water ahead for CEPAT

Posted by 8899EL8899 > 2022-03-08 19:33 | Report Abuse

ukraine war won`t end soon,...... it is going mess like in syria which fighting for many years,....ukrainian are leaving their country,........economy are completely shut down,......no banking, no business, no cultivation, no employment except joining army,.........

Posted by joerakmo > 2022-03-08 20:52 | Report Abuse

@noob cannot swim dont go into the water!! spreading negativities everywhere

Posted by 8899EL8899 > 2022-03-09 09:07 | Report Abuse

look like sell off completed last two days ,........cepat moving up again,........

Posted by markgold > 2022-03-09 10:01 | Report Abuse

If the war prolong until June then all investment banks forecast of CPO price for 2nd half year of 2022 will totally wrong. The CPO price will above rm6000 and not rm4000.

Posted by k3nthiew > 2022-03-09 10:04 | Report Abuse

Some analyst saying the CPO price of Rm8000 is not sustainable and likely to pull back which most people understand, but their neutral call on plantation sector have lots of objection. The analysts seem not understand that even with CPO price of Rm5000, plantation company like Cepat could still make huge profit. Simply plug in the figure from 4Q21, Cepat sold their CPO at the price of Rm5,072 which is a level where i think it could last until year end, simply x4, Cepat could make 31c EPS for FY22. Cepat current PE are merely <4. If a stock that likely to have huge profit coming get NEUTRAL call, i dun knw what can deserve BUY call...

Posted by markgold > 2022-03-09 10:50 | Report Abuse

Most of the analyst are wrong about plantation stocks since 2020. Luckily I ignored the analyst and bought Cepat around 75 sen to 90 sen.

Posted by Calafate > 2022-03-09 10:58 | Report Abuse

Keep your buying cost close to your chest. Else Cepat will become Lambat.

Posted by novice2020 > 2022-03-09 11:33 | Report Abuse

Hi guys, No worry about price down over the past few days lah. By early April Cepat will announce the dividend, Personally, I expect at least 8 cents.

Posted by k3nthiew > 2022-03-09 11:57 | Report Abuse

Im not worried on Cepat going down, so long CPO sustain above 5k. I am worried i have too little of Cepat b4 the next run

Posted by joerakmo > 2022-03-09 14:01 | Report Abuse

Most IBs wrong about CPO since 2020.Some are conspicuously missing(not writing) reports for a year!!

Posted by joerakmo > 2022-03-09 14:08 | Report Abuse

Malaysia real basket case!! In Indonesia from ministers ,GAPKI,Plantation owners and industry players generally all in syn, at worse neutral hedging their CPO price call; not like here trying to talk the price down and coming from industry players.

Posted by k3nthiew > 2022-03-09 16:19 | Report Abuse

Wow!! Luckily bot some b4 the run!!

Posted by 8899EL8899 > 2022-03-09 17:08 | Report Abuse

ukrainian won`t surrender to russia,.......they will continue to fight until the last blood,......very good,..........good for palm oil in malaysia

Posted by nicholas99 > 2022-03-10 10:21 | Report Abuse

Food crisis grows as spiraling prices spark export bans
https://www.rappler.com/business/food-crisis-grows-spiraling-prices-spark-export-bans-march-9-2022/

Posted by nicholas99 > 2022-03-10 10:22 | Report Abuse

Indonesia tightens palm oil export curbs in new hit to global supplies
https://www.reuters.com/business/energy/indonesia-tightens-palm-oil-export-curbs-new-hit-global-supplies-2022-03-09/