Posted by Luen07 > 2022-05-07 12:57 | Report Abuse

Cepat turun harap cepat naik

Posted by prudentinvestor > 2022-05-08 16:32 | Report Abuse

Cepat's latest quarterly financial results should be released within the next three weeks. Unlikely to match its earnings for the Oct. to Dec. quarter due to much lower production but should be much, much better than similar quarter last year. My guess is EPS should not be less than 6 sen a share.

Posted by kfliau > 2022-05-09 11:25 | Report Abuse

Cepat Lao sai

Posted by calleranion > 2022-05-09 12:15 | Report Abuse

Lambat naik, cepat turun. ada sikit susah bang

Posted by VincentTang > 2022-05-09 13:45 | Report Abuse

Sell all Cepat and move to HengYuan.

Posted by prudentinvestor > 2022-05-09 16:39 | Report Abuse

CPO price is still very, very high. Not wise to sell Cepat at this level.

Posted by kfliau > 2022-05-10 12:06 | Report Abuse

Walao when can the Lao sai be stopped?

Posted by 8899EL8899 > 2022-05-10 13:39 | Report Abuse

ports in ukraine will be open for export food soon,.......they can sell their wheat, soybean, corn, sunflower oil to oversea market,......no more shut down,.....

Posted by KingKoil > 2022-05-10 23:21 | Report Abuse

https://www.theedgemarkets.com/article/malaysia-may-cut-palm-oil-export-tax-amid-global-supply-crisis-says-zuraida

Posted by ljmeng > 2022-05-11 18:07 | Report Abuse

Liao.....Gone case....Sales n profit drop kawkaw

Posted by s3phiroth > 2022-05-11 18:40 | Report Abuse

Bad result is expected because Q1 always lower than Q4. Market already knew that that was y free falling from above rm1.2 in just a few days...

If u do your homework compared the monthly production figures then u should sell last week and buy back after qr.

Posted by s3phiroth > 2022-05-11 18:42 | Report Abuse

Rm1 come to papa tomorrow!

Posted by Johnzhang > 2022-05-11 20:19 | Report Abuse

For plantation business which has seasonal high and low crop, it is only meaningful to compare results yoy.
Q1 2022 profit is 172% higher yoy.
Q2 2022 profit growth will easily exceed 200% !

Posted by s3phiroth > 2022-05-11 20:24 | Report Abuse

john, trust me, not everyone knows that. I guarantee got noobs panic selling tomorrow. Those smart one already sold at above 1.2 and start to collect back tomorrow onward.

Posted by Johnzhang > 2022-05-11 21:01 | Report Abuse

s3, agreed . There are all sort of players in stock market. But I don’t think you can get $1 price you hope for . Haha..

Posted by s3phiroth > 2022-05-11 22:00 | Report Abuse

well john, u dont know that...plenty of ignorance newbie investors who have no experience and knowledge in the seasonality nature of palm oil trees.

Posted by KingKoil > 2022-05-11 22:45 | Report Abuse

s3phiroth, is growth if compare to Q1 21 which grow almost 300% profit. And you have mentioned Q1 is lowest in all quarters due to seasonality nature and yet you say is bad result? You are mislead the newbie to panic sell in order for you to buy low?

Export tax expecting to drop from 8% to 4-6% and Q2 profit will be easily hit 300% or 30mio compare to Q2 21.

Posted by s3phiroth > 2022-05-11 23:31 | Report Abuse

king, maybe i should rephrase myself.

To those misinformed newbie investors, it is a bad result because they dont know the strong seasonality of palm oil industry. So, their panic selling is very much expected.

if u r a smart veteran investor, given the similar cpo price range, then u should know Q1 result is always lower than Q4, Q2 better than Q1, Q3 better than Q2 and Q4 better than Q3.

that is why i said tomorrow is a perfect opportunity to buy cheap at the expenses of noob investors. Maybe not RM1 but definitely lower than today's close.

Posted by s3phiroth > 2022-05-11 23:43 | Report Abuse

But then the price had dropped 20% from the recent top rapidly. So the competition for cheap shares tomorrow could be huge.

So sendiri pandai pandailah...

Posted by StartOfTheBull > 2022-05-12 06:33 | Report Abuse

Labour shortage caused production dropped and thus revenue and profit dropped.

Posted by Johnzhang > 2022-05-12 07:38 | Report Abuse

Profit surge almost 3 folds !

Posted by StartOfTheBull > 1 hour ago | Report Abuse

Labour shortage caused production dropped and thus revenue and profit dropped.

Posted by Luen07 > 2022-05-12 08:29 | Report Abuse

我是一位小园主，一般油棕园在年头都是低产量，七，八，九月开始才是高产量。这也要看肥料和雨水。以这样的业绩，现在只有在种植版块才能找到了。

Posted by novice2020 > 2022-05-12 09:28 | Report Abuse

@Luen07, You cakap betul.

Posted by s3phiroth > 2022-05-12 09:42 | Report Abuse

like i said, panic selling was expected. Just the magnitude of panic selling was much lower than my expectation.

Posted by azfar8 > 2022-05-12 09:56 | Report Abuse

buyer will come afternoon session?

Posted by speakup > 2022-05-12 10:02 | Report Abuse

reminds me of gloves last time. good results out, but cannot up.
now all rush sell Plantations to buy O&G

Posted by gemfinder > 2022-05-12 11:05 |

Post removed.Why?

Posted by Sslee > 2022-05-12 11:06 | Report Abuse

https://www.theedgemarkets.com/article/two-excepat-directors-given-three-months-return-rm13-mil-company-or-face-five-years-jailc

Two ex-Cepat directors given three months to return RM13 mil to company or face five years' jail
Hafiz Yatim/theedgemarkets.com
April 01, 2022 18:55 pm +08

Anyone know what is the status of this RM 13 million?

Posted by stockraider > 2022-05-12 11:48 | Report Abuse

Lu tau boh ??

At the moment plantation stock are price modestly using sustainable cpo price of Rm 4000 mah!

With the current price above Rm 6000, even if indonesia comeback to the export mkt....that will not affect plantation share price bcos it is not overvalue....as it is not value base on cpo rm 6000 mah!

Posted by stockraider > 2022-05-12 11:50 | Report Abuse

These are old ex directors of cepat mah!
The co had fully provided for these losses, thus any recovery will go straight to its bottom line of Cepat profit loh!

Posted by Sslee > 42 minutes ago | Report Abuse

https://www.theedgemarkets.com/article/two-excepat-directors-given-thr...

Two ex-Cepat directors given three months to return RM13 mil to company or face five years' jail
Hafiz Yatim/theedgemarkets.com
April 01, 2022 18:55 pm +08

Posted by s3phiroth > 2022-05-12 12:15 | Report Abuse

Hope there will be a special dividen when they recover rm13mil.

Posted by stockraider > 2022-05-12 12:30 | Report Abuse

Do not be silly lah!

Must compare like with like mah!

That means q1 2022 v q1 2021 mah! In short u cannot compare winter season v summer season mah! U cannot compare q1 2022 with q4 2021 loh!

Bcos got seasonal production issue mah!
Posted by Jonathan Keung > 2 minutes ago | Report Abuse

That ku ku brain simply shout . ...blah blah. Cepatwawasan profit -36% QtoQ.... Actual profit triple up in 1st Qtr from 5.6 million to 15.2 million. BPlant earnings & profit will be higher similarly 3+ times and higher in coming QtoQ announcement

Posted by prudentinvestor > 2022-05-12 16:36 | Report Abuse

FFB production is always the lowest during the months of Jan to April of a year. Production for other months is 20 to 50% higher. Even if production stays flat and CPO price remains the same as in the first quarter, Cepat should still make around 20 sen a share this year.

Posted by azfar8 > 2022-05-12 17:38 | Report Abuse

Ya, believe own study. sometimes when we are too mixed with the sentiment, it frustrate us if later the price reflect back to the original trend.

Posted by joerakmo > 2022-05-13 08:59 | Report Abuse

July22 soyoil @ Rm8000...why panic

Posted by Starex Trooper > 2022-05-13 10:29 | Report Abuse

Plantations are hardy stocks..what with high CPO and trend will always be up in next 2 years, its not like anybody can come in, plant and and harvest to upset the supply ... be patient and collect at right prices

Posted by kfliau > 2022-05-17 14:16 | Report Abuse

Naik perlahan-lahan, turun CEPAT-CEPAT

Posted by 8899EL8899 > 2022-05-19 09:26 | Report Abuse

due to good commodity price recently,........all farmers in US &brazil are jumping into massive planting of grains,.......with the help of good weather,..........very soon all these crops will flooding the market,.........you will see everything falling

Posted by cckiong > 2022-05-19 13:23 | Report Abuse

lastest news CPO price may have peaked, correction imminent - Public Investment
https://www.theedgemarkets.com/article/cpo-price-may-have-peaked-correction-imminent-public-investment

Posted by ValueInvestor888 > 2022-05-19 13:52 | Report Abuse

Party over for plantation stocks?

Posted by OnTime > 2022-05-19 13:55 | Report Abuse

droughts are all over the world, including US/Brazil. will any amt of planting help?

Posted by ValueInvestor888 > 2022-05-19 14:04 | Report Abuse

https://www.investing.com/analysis/how-high-can-grain-and-oilseed-prices-rise-200624507

Posted by prudentinvestor > 2022-05-20 10:14 | Report Abuse

I would only sell Cepat at this level when CPO price dips below RM3,500 a ton. CPO price should average above RM5,000 a ton this year and not likely to fall below RM4,000 a ton next year.

Posted by stockraider > 2022-05-20 12:36 | Report Abuse

Good vibes loh!

Despite indo lift export ban which mean cpo price will fall......but the cpo price still shoot up mah!

Posted by s3phiroth > 2022-05-20 13:18 | Report Abuse

Cpo shot up because Indonesia announced new policy for cpo export...a modified version of earlier dmo policy.

Posted by Invest_888 > 2022-05-23 08:57 | Report Abuse

Soybean price goes up from USD1603 on 13May22 to USD1717 Today. It provides the CPO strong support above RM6000(RM6000=USD1363). The CPO price is lesser than soybean USD350 or 25% lesser than soybean.

Posted by prudentinvestor > 2022-05-24 11:27 | Report Abuse

Compared to its first quarter earnings last year, Cepat's first quarter earnings this year was 2.72 times higher. Can you imagine how much Cepat would make if its full year earnings were also 2.62 higher than last year, which was 16.38 sen per share?

Posted by klsejeff88 > 2022-05-27 14:46 | Report Abuse

Cepat Cepat lari . Game over

Posted by prudentinvestor > 2022-05-27 15:52 | Report Abuse

Sell now and you will regret 9 months later when the company announces its full year results for 2022. It should earn no less than 25 sen a share.

Posted by klsejeff88 > 2022-05-27 20:12 | Report Abuse

Nothing to regret. High CPO price doesn't translate to high profit if you cannot produce enough to sell
Did you see the below in quarter result report. Nobody pluck the fruit, where you get enough fruits to sell ?

As for our FFB production, the severe shortage in manpower affecting production is expected to
continue. Thus, urgent Government assistance is required to provide an immediate avenue to
recruit foreign workers.