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

Companies must sell 30% of planned exports at home for 6 months
Consumers facing high prices, daily quotas for cooking oil
Global veg oil supplies squeezed by Russia's invasion of Ukraine
Palm supply could be down by 100,000 T/month -analyst

Posted by nicholas99 > 2022-03-10 10:25 | Report Abuse

He added that crude palm oil prices had surged closer to the RM7,700 level again, while oil benchmark Brent crude eased to US$112 (about RM468.66) per barrel.

https://www.theedgemarkets.com/article/bursa-opens-higher-improving-sentiments

Posted by nicholas99 > 2022-03-10 10:33 | Report Abuse

FOOD CRISIS

* With the conflict threatening grain production, a global food crisis deepened. Indonesia tightened curbs on palm oil exports, adding to a growing list of producers seeking to keep vital food supplies within their borders.

Posted by 8899EL8899 > 2022-03-10 17:04 | Report Abuse

no point cpo price at rm7000,.......low volume,.......very few buying it,.......rm6000 more affordable & reasonable price,......good enough for plantation companies

Posted by VTrade > 2022-03-10 17:16 | Report Abuse

How the export data ??

Posted by 8899EL8899 > 2022-03-10 17:48 | Report Abuse

look like cpo price at rm7000-rm8000 only `wayang kulit`,.......plantation stocks does not going up but down!

Posted by k3nthiew > 2022-03-11 09:36 | Report Abuse

Expecting CPO to settle down at range 5500-6000, good enough for those efficient plantation companies like Cepat to make huge profit. Just updated Cepat's CPO produced on Jan & Feb 2022 vs 2021, thats 42% up. Expect Cepat could double up the profit on 1Q22.

Posted by novice2020 > 2022-03-11 09:37 | Report Abuse

https://bepi.mpob.gov.my/admin2/price_local_daily_view_cpo_msia.php?more=Y&jenis=3M

1. Strong average CPO price in January and February 2021.
2. The average CPO price for March so far has been fantastic.
3. It seems like high CPO price will be sustained for some time. Metaphorically, you cannot slow down a speeding train immediately.
4. If the average CPO price is sustained at even RM 4000-5000 over the next 1-2 quarters, FY 2022 results will be good.
5. Cepat is a well managed company in good time or bad time.

Make your own judgement on investment.

Posted by markgold > 2022-03-11 09:56 | Report Abuse

Agree. My top investment in plantation stocks are MHC and Cepat.

Posted by joerakmo > 2022-03-11 20:24 | Report Abuse

@novice,investor
Go look at Cepat and MHC quarterly report.They rank amongst the top in transparency in reporting on their production and financials.
The 'green' (environmental) and the 'gold'($$) is in their conversion of waste to energy.ie EFB (empty fruit bunch) ,EFB oil and biogas.Electricity FIT(feed in tariff) cannot be changed but they can sell off the excess EFB and EFB oil. all lumped together in Power generation which contributes between 16-20% of profit

Posted by investor2021trading > 2022-03-11 20:32 | Report Abuse

@ joerakmo, d biogas r d methane gas from d mill effluent ponds!

EFB r d empty bunch from ffb processed n they r rich in potash!

Posted by 8899EL8899 > 2022-03-12 09:48 | Report Abuse

palm oil consumption are controllable,........just eat boil egg instead of frying egg & no french fries ,.....i don`t see the palm oil price will rise more,......it is very expensive now,.....can`t sell

Posted by 8899EL8899 > 2022-03-12 14:52 | Report Abuse

very risky,....cpo price up very fast, down also very fast,........just split second, everything change, no time to escape.

Posted by markgold > 2022-03-14 11:26 | Report Abuse

As long as CPO maintain around rm6,000 then just relax, enjoy coffee and wait for good time ahead.

Posted by VincentTang > 2022-03-14 11:29 | Report Abuse

FCPO drop 7% today, start downtrend, better sell.

Posted by VincentTang > 2022-03-14 11:51 | Report Abuse

FCPO drop 8.74% now.

Posted by novice2020 > 2022-03-14 11:54 | Report Abuse

Agree with you Markgold. Look at the below chart, even if CPO price goes down to 4k-5K, plenty of profits for Cepat and MHC. The FY 2021 results validated this consideration. Most importantly, the companies are well managed. Stay cool Bro.

https://bepi.mpob.gov.my/admin2/price_local_daily_view_cpo_msia.php?more=Y&jenis=3M

Posted by 8899EL8899 > 2022-03-14 15:21 | Report Abuse

speculative play on cpo fading away,......very low in volume,.......too cautious now,......not many investor dare to bet,.......

Posted by 8899EL8899 > 2022-03-14 15:58 | Report Abuse

look like cpo price will fall back to rm5500 level,......big player like china & india will start to purchase palm oil,......

Posted by ValueInvestor888 > 2022-03-14 16:34 | Report Abuse

中国释放大豆库存 原棕油价大跌10%

https://www.enanyang.my/%E5%9B%BD%E9%99%85%E8%B4%A2%E7%BB%8F/%E4%B8%AD%E5%9B%BD%E9%87%8A%E6%94%BE%E5%A4%A7%E8%B1%86%E5%BA%93%E5%AD%98-%E5%8E%9F%E6%A3%95%E6%B2%B9%E4%BB%B7%E5%A4%A7%E8%B7%8C10

Posted by ValueInvestor888 > 2022-03-14 16:34 | Report Abuse

Effect should be temporary

Posted by 8899EL8899 > 2022-03-14 22:24 | Report Abuse

all oil keep falling ,.....gold also falling,....sign of ukraine war about to end,.......

Posted by 8899EL8899 > 2022-03-15 03:31 | Report Abuse

look like cepat will fall back to 80cents........if the war ended,........cpo price back to rm5000 level..........

Posted by joerakmo > 2022-03-15 09:37 | Report Abuse

https://www.reuters.com/world/americas/argentina-halts-export-registration-soy-oil-meal-2022-03-14/

Posted by joerakmo > 2022-03-15 10:08 | Report Abuse

https://www.scmp.com/news/world/article/3170407/india-may-buy-discount...

India must be desperate to risk sanctions

Posted by 8899EL8899 > 2022-03-15 10:34 | Report Abuse

big volume of selling US soybean oil this morning,......not very good sign for palm oil

Posted by VincentTang > 2022-03-15 10:47 | Report Abuse

FCPO drop 2.45% today, drop again

Posted by CSOON 77 > 2022-03-15 11:00 | Report Abuse

Support $6000 per ton & Resistance $6500 per ton

Posted by VincentTang > 2022-03-15 11:59 | Report Abuse

FCPO drop 4.87% now, drop again

Posted by 8899EL8899 > 2022-03-15 16:01 | Report Abuse

cepat back to it prewar level,......90cent,......very cheap now

Posted by 8899EL8899 > 2022-03-15 16:17 |

Post removed.Why?

Posted by 8899EL8899 > 2022-03-15 16:21 | Report Abuse

mhc should buy cepat now,......increase stake 50%,.......very cheap

Posted by ConMan > 2022-03-15 16:25 | Report Abuse

Cepat lari

Posted by prudentinvestor > 2022-03-16 10:49 | Report Abuse

Cepat is expected to announce a final dividend of the order of between 6 to 8 sen a share within the next few weeks. If CPO price could maintain at above RM5,000 a ton, its earnings would also improve significantly this financial year. Cepat is definitely worth much, much more than 93 sen a share.

Posted by Johnzhang > 2022-03-16 11:04 | Report Abuse

CPO spot price still about $7,000 . Highly profitable for cepat as it sell on spot basis .

Posted by 8899EL8899 > 2022-03-16 11:08 | Report Abuse

cpo price moving toward rm5500 soon,.......i don`t think china & india will buy,.......because russia give them big discount on sun flower oil,.......

Posted by Johnzhang > 2022-03-16 11:24 | Report Abuse

It is in the news that CPO export volume 1-15 March is over 10% higher than same period in Feb. Surely india and China are buying. CPO price now is more in line with other competing edible oil .

Posted by Calafate > 2022-03-16 15:03 | Report Abuse

Cepat, don't miss the boat.
Missed the boat, no huat huat long long.

Posted by CSOON 77 > 2022-03-16 20:30 | Report Abuse

Siapa CEPAT dia dapat

Posted by 8899EL8899 > 2022-03-17 15:05 |

Post removed.Why?

Posted by 8899EL8899 > 2022-03-17 15:19 | Report Abuse

look like the big speculators slowly releasing cpo stocks,.......cpo keep falling step by step

Posted by JBond007 > 2022-03-17 21:49 | Report Abuse

Nice monthly production figures, scored 100 marks compared to last year.
Fresh Fruit Bunch (Metric Tonnes):
6717 (Feb 22), 8278 (Jan 22), 9375 (Dec 21), 10145 (Nov 21), 10942 (Oct 21)
5914 (Feb 21), 7060 (Jan 21), 8070 (Dec 20), 9837 (Nov 20), 10915 (Oct 20)
Crude Palm Oil (Metric Tonnes):
3212 (Feb 22), 3542 (Jan 22), 4395 (Dec 21), 5015 (Nov 21), 6093 (Oct 21)
1866 (Feb 21), 2881 (Jan 21), 3260 (Dec 20), 4014 (Nov 20), 4817 (Oct 20)
Palm Kernel (Metric Tonnes):
794 (Feb 22), 898 (Jan 22), 1096 (Dec 21), 1177 (Nov 21), 1544 (Oct 21)
467 (Feb 21), 707 (Jan 21), 770 (Dec 20), 959 (Nov 20), 1207 (Oct 20)

Posted by VincentTang > 2022-03-18 15:20 | Report Abuse

FCPO drop to 5829, drop 1.8% today.

Posted by Starex Trooper > 2022-03-18 21:26 | Report Abuse

Next week plantation will fly..dont worry

Posted by skyjet > 2022-03-20 13:56 | Report Abuse

RM1,500 minimum wage from May 1, all plantation company need a lot of workers. Operating cost increse a lot. This news not good for plantation stocks.

https://themalaysianreserve.com/2022/03/19/rm1500-minimum-wage-from-may-1-ge15-to-be-discussed-pm/

Posted by VincentTang > 2022-03-21 07:01 | Report Abuse

FCPO drop to 5629, drop 5.17% today.

Posted by gemfinder > 2022-03-21 07:55 | Report Abuse

So early fcpo got market? Dun bluff la

Posted by novice2020 > 2022-03-21 10:05 | Report Abuse

It can be risky if an investment is based on pieces of not so positive news here and there. One should look at the whole picture. March's average CPO price so far still a record in Malaysian history. 1st quarter results for planters will be fantastic. Even if the average CPO price drops to 4000-5000, still a lot of profits for planters.

Cepat will announce dividend in 2 weeks time, I put my bet that it will not disappoint! It will be much better than earning the poor FD interest rate. If you dabble for short term gain, then it is a different ball game.

Posted by Invest_888 > 2022-03-21 22:36 | Report Abuse

Almost all palm oil stocks will benefits the high CPO prices due to lesser soy bean production in 2022 due to climate and Ukraine war. Need not to focus palm oil stocks every few hours. Daily monitoring will do.

Posted by prudentinvestor > 2022-03-22 10:06 | Report Abuse

Heading towards recent high of RM1.22. Shouldn't take more than a month.