Posted by kuaTAKtahu > 2019-04-07 12:58 | Report Abuse

Menara Felda- looking to sell at RM 1500 psf?

https://www.propwall.my/insight/3021/menara_felda

Posted by kuaTAKtahu > 2019-04-07 13:06 | Report Abuse

KEY FOCUS AREA


• Implementation of tasking system for harvester and increase productivity from 1.4 to 1.5MT/manday.

• Complete harvesting round at 2.5 rounds per month.

• Expedite new workers recruitment to achieve 100% requirement.

• Continue replanting of 15,000 Ha in 2019.

• Mechanise 18,500 Ha in 2019 to improve man to land ratio (harvesters) from 1:20 to 1:25.

• New policy setting of ripeness standard to reduce crop rejection from 0.6% to 0.3%.

• Increase uptake of CSPO by 40% (335k MT in 2018 to 426k MT in 2019).

• Optimise manuring programme by changing fertiliser type and application process.

• Rationalise several mills until 2021 to improve utilization factor.

• Reduce CPO Production Cost (ex-mill) below RM1,500.

• Tighten procurement process involving capital and operating expenditures.

• Divestment of non-core and non-performing assets with expected proceeds of RM350 million.

• Disposal of Chuping plantation land under Sugar Sector.

• Expansion of storage capability with additional capacity of 50,000 MT in 2019.

• Manpower rationalisation by 10%.



.

Posted by Tongkarat > 2019-04-07 13:13 | Report Abuse

Thank you kuaTAKtahu for good sharing..... really appreciate it

Posted by kuaTAKtahu > 2019-04-07 13:13 | Report Abuse

Good to read

https://www.theedgemarkets.com/article/turkey-year-mismanagement-felda-and-fgv

Posted by kuaTAKtahu > 2019-04-07 13:16 | Report Abuse

FELDA and its 33.67% unit FGV Holdings Bhd (formerly known as Felda Global Ventures Holdings Bhd) that the government had to step in

As at end-September 2018, FGV had deposits, cash and bank balances of RM1.48 billion, and total borrowings of RM4.2 billion.




2017 Auditor-General’s Report said FELDA and the group had institutional borrowings of RM7.8 billion and RM12.14 billion respectively.

Posted by kuaTAKtahu > 2019-04-07 13:20 | Report Abuse

What would be the price if Gov wanna takeover Fgv?



A takeover offer is not palatable at current prices given that FGV was listed at RM4.55 a share four years ago. Shareholders and especially Felda’s settlers would expect fair compensation given the underperformance of FGV’s shares since listing,” said an analyst

Posted by Heavenly PUNTER > 2019-04-07 13:23 | Report Abuse

I highly recommend United Plantation and BKawan for Palm Oil related sector

Posted by kuaTAKtahu > 2019-04-07 13:24 | Report Abuse

PH GOV SURE HELP . .NAK TAK NAK, MESTI TOLONG NI . ..



FGV, a government-linked company

Posted by kuaTAKtahu > 2019-04-07 13:30 | Report Abuse

FGV kena bayar FELDA RM250 juta setiap tahun serta 15% dari keuntungan tahunan FGV untuk menyewa tanah ini. Oleh itu, FELDA bukan diswastakan

Posted by Tongkarat > 2019-04-07 13:41 | Report Abuse

@Heavenly PUNTER.... FGV is riding on recovery and regularisation theme play....

Posted by Heavenly PUNTER > 2019-04-07 13:52 | Report Abuse

Hi Unker Tongkarat, I am looking at plantation sector too just starting today. What's the news on EU phasing out palm oil as biofuel in 2020 ah? Is there any chance for renegotiation ah?

Posted by Tongkarat > 2019-04-07 14:02 | Report Abuse

@Heavenly PUNTER.... There is a certain correlation between the crude oil price movements with CPO.... very wise to look at the plantation sector as well at present situation.

It is still far from over especially with the rising costs of crude oil....stay vigilant on any latest development...

Posted by Heavenly PUNTER > 2019-04-07 14:05 | Report Abuse

So is it safe to say that, demand for palm oil will increase when crude oil price increase?

I feel this EU really a bit buto lah! The rainforest also gone case liao mah... Now only ban the use of it what's the use leh! They should set higher standards to preserve the rainforest and continue using the palm oil! If they ban ah our Ringgit really going to Holland liao!

Posted by Tongkarat > 2019-04-07 14:49 | Report Abuse

Heavenly PUNTER....the correlation is not on demand and supply BUT on price relativity....

EU is not being realistic....even then they are not on common stand. They are worried as well if Malaysia and Indonesia retaliated against their products....

Posted by Daily8 > 2019-04-07 22:48 | Report Abuse

The yield of CPO need to make a comeback to 2500 in order for the profit of FGV to reach 1 billion. Some of you may compare FGV losses with MAS. These people failed to understand the business sense of MAS compare with FGV. First, ask yourself, why MAS was delisted? Secondly, what other business, options that a service airline businesses have after the MH370 incident that took place?

MAS have no other business potential besides the lawsuits and death of the passengers that is taken into place. I remember many years ago, share price of MAS gone all the way up to RM2 plus despite the business losses. And that was before MH370 took place.

FGV have lands, FGV have commodity, FGV have debts lol, FGV have new management, FGV have white paper table etc. Do add on what they have there...

As for now, there is nothing much to say except waiting for the White paper for now.

Posted by Heavenly PUNTER > 2019-04-07 22:52 | Report Abuse

Maybe we need to wait EU decision on the use of palm oil more gua... if they really don't use it the CPO price really go Holland... I really don't hope that to happen... Hopefully they can strike a deal or something... Buto EU

Posted by Daily8 > 2019-04-07 22:57 | Report Abuse

CPO have more economy variance than other oil u can fine. The only oil in the market which is not genetically modified is crude palm oil and olive oil I hope. Soy beans are heavily pesticided and genetically modified to serve the demands in the market. Moreover, the yields are supplied by Brazil and America to cater the demands in some part of Asia and China as the main buyers. China long used soy beans for feeds to soy sauce. it's part of the hereditary cultures. But the China gov realize dependancy on soy bean on America is a huge threat and they need to do something else. Try understand this, why giants company use heavily palm oil? Esp Nestle, KPMG, Loreal, and many more? why didnt they used soy bean oil?

EU is controlled by America. All these steps to boycott asian palm oil and the game they played, if u patch it up, u will understand it.

Posted by Daily8 > 2019-04-07 23:04 | Report Abuse

EU controlled by US lah, tongkarat. All these is political mf gamers.

Posted by Daily8 > 2019-04-07 23:11 | Report Abuse

CPO price going UP

Thu, 04 Apr 2019 2204
Wed, 03 Apr 2019 2175
Tue, 02 Apr 2019 2153
Mon, 01 Apr 2019 2113
Fri, 29 Mar 2019 2106

Posted by cpo_ > 2019-04-08 03:41 | Report Abuse

It said European consumers would also suffer in the event of a complete phase-out of palm-based biofuel, as EU has no better alternative to replace the palm-based biodiesel, which is the cheapest source.

Other types of biofuel, namely tallow, soy and rapeseed oil-based are priced US$20 to US$70 per mt more expensive than palm methyl ester.
https://www.thesundaily.my/business/identify-new-markets-palm-oil-exporters-urged-YC765364

Posted by Jiahui Foo > 2019-04-08 07:06 | Report Abuse

@mambang. No wonder mambang never touch CW lah........! Anyway, tentera jepun dun like bingka n jelly sawit, they like ppl binis........:-)

Posted by kuaTAKtahu > 2019-04-08 08:45 | Report Abuse

Buy fgv before late

Posted by henry888 > 2019-04-08 09:17 | Report Abuse

@kua TAKtahu....tapi semua tahu...buy ...lah...

Posted by Jiahui Foo > 2019-04-08 09:26 | Report Abuse

Everybody can go vacation when hit 1.70 on wed........:-)

Posted by Tongkarat > 2019-04-08 09:27 | Report Abuse

Kasik kompang dulu....

Posted by Tongkarat > 2019-04-08 09:28 | Report Abuse

Pang pang pang kopang kopang kopang gibing gibing gibing gibing

Posted by Tongkarat > 2019-04-08 09:28 | Report Abuse

Kopang kopang kopang kopang gibing gibing gibing gibing

Posted by Tongkarat > 2019-04-08 09:29 | Report Abuse

Kopang kopang kopang kopang gibing gibing gibing gibing

Posted by Tongkarat > 2019-04-08 09:29 | Report Abuse

Kopang kopang kopang kopang gibing gibing gibing gibing

Posted by Tongkarat > 2019-04-08 09:29 | Report Abuse

Kopang kopang kopang kopang gibing gibing gibing gibing

Posted by Tongkarat > 2019-04-08 09:30 | Report Abuse

Kopang gibing kopang gibing kopang gibing

Posted by Tongkarat > 2019-04-08 09:30 | Report Abuse

Kopang gibing kopang gibing kopang gibing

Posted by Tongkarat > 2019-04-08 09:30 | Report Abuse

Gibing gibing gibing gibing gibing gibing

Posted by Tongkarat > 2019-04-08 09:31 | Report Abuse

Gibing gibing gibing gibing gibing gibing

Posted by Tongkarat > 2019-04-08 09:31 | Report Abuse

Sawiiiiiiiiiittttttttttttt.... sawiiiiiiiiiittttttttttttt

Posted by Hidup_Anwar > 2019-04-08 09:36 | Report Abuse

Anwar better PM than Najib true. Najib make FGV drop 70-80% from IPO.

Posted by Tongkarat > 2019-04-08 09:41 | Report Abuse

Mambang sawit ronda ronda kebun sawit....

Posted by Tongkarat > 2019-04-08 09:42 | Report Abuse

Kebun sawit nampak steady and menghijau....

Posted by carilembu > 2019-04-08 09:47 | Report Abuse

macam proton, fgv perlu penyelamat dari china selepas penyangak kebas semua wang, lihat TH, KWSP,dll.tapi pengikut taksub masih sokong..

Posted by Tongkarat > 2019-04-08 09:56 | Report Abuse

Kopang gibing kopang gibing kopang gibing

Posted by Tongkarat > 2019-04-08 09:57 | Report Abuse

Kopang gibing kopang gibing kopang gibing

Posted by Jiahui Foo > 2019-04-08 10:09 | Report Abuse

Compared with TH, khazanah or MAS, fgv can be considered as "outperformed '!

Posted by Jiahui Foo > 2019-04-08 10:23 | Report Abuse

See hugh market for tongkat n milk sawit.....:-)

Posted by Tongkarat > 2019-04-08 10:40 | Report Abuse

Kebun sawit nampak tenang....

Posted by 1711 > 2019-04-08 11:05 | Report Abuse

Kolam yang tenang selalunya ada buaya.....

Posted by moneypedia > 2019-04-08 11:07 | Report Abuse

minum sawit tiap hali anda yadi sihat lan kuat!!!! minum sawit hali2 anda yadi incredible hulk hogan!!!

Posted by pfcm > 2019-04-08 11:21 | Report Abuse

https://www.thestar.com.my/business/business-news/2019/04/08/ecrl-deal-with-china-to-include-palm-oil-buy/

Posted by henry888 > 2019-04-08 11:26 | Report Abuse

Itu dia, that is why MRCB is also shooting.

Posted by racheal817 > 2019-04-08 11:36 | Report Abuse

ECRL deal with China to include palm oil buy.

https://www.thestar.com.my/business/business-news/2019/04/08/ecrl-deal-with-china-to-include-palm-oil-buy/

Posted by Jiahui Foo > 2019-04-08 11:37 | Report Abuse

U ppl dun drink raw minyak lor, u will cirit until ICU one. Bath with palm oil, rinse flowers n trees with minyak sawit lah......support sawit!! :-)