Posted by CCWONG > 2021-10-18 14:52 | Report Abuse

Bplant is coming as the last quarter financial report will be out next month and it'll be the biggest positive surprise of the day. Stay tuned.

Posted by Jom123 > 2021-10-18 18:00 | Report Abuse

KUALA LUMPUR (Oct 18): The Malaysian Palm Oil Council (MPOC) expects demand for all types of oils and fats to resume, especially for palm oil, which is seen as the most competitively priced vegetable oil in the market.

Posted by Kon Lim Chai > 2021-10-18 20:44 | Report Abuse

3rd Q outputs and average selling prices higher than 2nd Q. Can expect higher profits and dividend. Another catalyst is the sale of Kulai estate with huge cash flows.

Posted by calvintaneng > 2021-10-18 20:49 | Report Abuse

I see all so clever comments here

Clap!
Clap!!
Clap!!!

Posted by Ayambrand > 2021-10-18 21:12 | Report Abuse

Hoyeh

Posted by stockraider > 2021-10-19 10:32 | Report Abuse

Investment in palmoil listed companies got many tier offensive & defensive stategy mah!

Offensive

1. benefit from high oil price reap huge profit improvement, strong cash flow generation and strong and healthy balance sheet

2. Strong dividend will be forthcoming.

3. The govt of indonesia & msia have restricted new palmoil plantation development thus limited future plantation supply in the future which is good as it will lend support to its price loh!

Defensive

1. Land has a finite supply which is a good hedge against inflation

2. Currently plantation trade at a deep undervalue thus give big margin of safety for investor loh!

3. The current of hype of ESG trend which is unsustainable....give a good sound contrarian opportunity for a very strong rebound & upside for plantation going fwd loh!

Posted by yong8888 > 2021-10-19 11:29 | Report Abuse

One sen up per day is good eventhough it is slow but steady... 1 month later will be + 0.2000 looh!

Posted by Yippy68 > 2021-10-19 13:32 | Report Abuse

Yong8888, wahhhhhhh, good new for many

Posted by Asia88 > 2021-10-19 13:55 | Report Abuse

Kon Lim Chai 3rd Q outputs and average selling prices higher than 2nd Q. Can expect higher profits and dividend. Another catalyst is the sale of Kulai estate with huge cash flows.<< no. q3 won't have that cash flow. they signed agreement on 28 September 2021. It also depends on the completion of agreement from both parties. Fastest also Q4 of FY2021 will get the money.

Posted by calvintaneng > 2021-10-19 15:23 | Report Abuse

Bplants Immense Value rests on its Grossly Undervalue assets

After Disposal of Kulai lands the Borrowings of Bplant will be pared down to Rm600 Millions

Just one more Disposal of Prai, Penang Mainland lands will bring in another Rm998 MILLIONS

With this the Final remaining debt of Rm600 Millions will be ALL Settled

By then Bplant will be debt free with Rm398 Millions Net Cash (Plus still got lots of valuable lands)

Posted by calvintaneng > 2021-10-19 15:34 |

Post removed.Why?

Posted by Asia88 > 2021-10-19 20:14 | Report Abuse

Haha, good for short term but not good for long term. In addition, this is just one off event.

Posted by brianklc > 2021-10-19 22:47 | Report Abuse

Asia88, it depends, currently abt 25kha area are not planted. And the tree age profile are not that optimal. Perhaps by selling the valuable land n reinvest in planting high yield trees and optimise it’s tree density, the production will be better even with lesser land. Nevertheless, bplant is not operating at its fullest potential, which means things can only be better going forward… https://www.theedgemarkets.com/article/where-next-ma-play-plantation-could-be

Posted by brianklc > 2021-10-19 22:50 | Report Abuse

Calvin, perhaps let’s focus on bplant core business activities instead?

Posted by calvintaneng > 2021-10-19 22:55 |

Post removed.Why?

Posted by MuttsInvestor > 2021-10-20 02:28 | Report Abuse

https://www.theedgemarkets.com/article/indonesia-planning-hit-brakes-raw-commodity-exports-says-jokowi .. If Indo ... STOP exporting CPO ???? ....

Posted by MuttsInvestor > 2021-10-20 02:31 | Report Abuse

"""" Of 34 million tonnes of palm oil exports in 2020, 21% was in crude form. """ ,,,, or ~ 7 MILLION tonnes !!!!!! ....... Malaysia Stock Reserve is 1.5 million/month !!! ... Look at the implications.

Posted by Johnzhang > 2021-10-20 05:49 | Report Abuse

https://newswav.com/A2110_qJpOCV?s=A_CGRzyOd
Amid lucrative earnings , funds are pouring back to oil & gas sector . ESG issue is put at back burners temporarily.
Will foreign funds and local funds (EPF and KWAP particularly) stop selling down or even snap up plantation counters amid historic earning ?

Posted by Jonathan Keung > 2021-10-20 11:25 | Report Abuse

Plantation index is underperforming Y-o-Y vs rest of the CI actor. The question is what 's holding back this sector when CPO has rocket up and above $5,000 per tonne

Posted by stockraider > 2021-10-20 11:51 | Report Abuse

Listen u should be bullish about plantation mah!

Now already Rm 5000 record high mah!

If u look at the CPO future, it will be above Rm 4000 until Sept 2022 loh!

That means very strong mah! Super Profit coming loh!

Anything above Rm 2500 plantation already make good reasonable profit mah!

Very strong buy loh!

Posted by CCWONG > 2021-10-20 11:56 | Report Abuse

The 3 stooges: Bplant, Jtiasa & Thplant will break RM1.00 one fine day too soon.Enjoy the ride to glories.

Posted by Ayambrand > 2021-10-20 13:32 | Report Abuse

Fly to the moon

Posted by CCWONG > 2021-10-20 13:33 | Report Abuse

What are the positive factors favoring the oil palm industry especially the upstream oil palm companies with huge amount of oil pal estates:

1. RM to USD is > RM4.15++
(Oil palm export proceeds in USD will bring back more RM to their kitty).

2. Good CPO price > RM4.5K/ton to RM5.0K/ton ++.
(Same efforts, but selling at extremely good prices. Laughing all the way to the bank).

3. Most raw materials & costs of productions are sourced locally in RM including fertilizers as
Malaysia has a strong resource-based economies as Malaysia has been in oil palm industry
business for more than 50-60 years and so almost everything is local.

4. Upstream oil palm business is simple & no need for a Rocket Scientist to teach. Follow the
basics, follow SOp & get them right.

5. For gold, steel, etc, closing stocks are based on purchasers from suppliers of them.
(So, you realize when the gold, steels, etc are very high in prices, high profits are reported &
when their closing stocks are high - Quantity x Closing Stock Price Valuation).

6. For oil palm estates, the closing stocks are on the trees & keep on harvesting from its own
sources (oil palm estates), so no need to buy unless you are skewed more towards CPO
extraction milling & trading. Keep producing, harvesting & get more values from the trees.

7. So, for the same efforts, for the same marginal increase in costs (fertilisers & labour), the
operating profits generated as explained in above are 1.5 fold,2 folds, 2.5 folds, etc.

8. I sit comfortable with my simple business model analysis with oil palm industry & the oil palm
companies I invest in for long term (LT) & know that I will reap from my patience & be rewarded.

Posted by Jom123 > 2021-10-20 13:36 | Report Abuse

CPO Prices Flying High..

Posted by Asia88 > 2021-10-20 13:44 | Report Abuse

ccwong : i a bit disagree on item no 3. I know some company take fertilizers from Netherland as it is better for their crop based on their internal R&D center.

Posted by CCWONG > 2021-10-20 13:57 | Report Abuse

Hi Sir "Asia88",

Thanks for the highlight.

It is about marginal increase in all-in production costs against the immensely increase in the ultimate selling prices of the produces (FFB) and/or products (CPO) respectively.

Anyway, thanks again.

Posted by Albukhary > 2021-10-20 14:01 | Report Abuse

Today perhaps can touch RM0.76?

Posted by yong8888 > 2021-10-20 14:12 | Report Abuse

Wow , today she is dancing very well.. may close at 0.760 today... hihi..

Posted by Johnzhang > 2021-10-20 14:22 | Report Abuse

The small cap and 2nd liners plantation counters are making good progress in their share price increase, But the big cap or counters where Sovereign funds holding significant stakes are having poor showing ! The sector overall lackluster performance (share price wise ) is predominantly due to the dampening effect of the fund continuous sell down despite robust earnings in this sector.

Counters where sovereign funds are not shareholders:
Bplant, THplant, MHC, cepat, etc

Counters with low shareholding from Sovereign funds:
Taann
HSplant
Sop
Swkpltn
For Taann and SOP, I think the funds shall complete the disposal by oct/Nov. Good chance for these counters to perform soon.

Counters where Sovereign funds hold substantially:
Simepltn.
IOI
Genp
Klk

Posted by Asia88 > 2021-10-20 14:25 | Report Abuse

Hopefully close at 0.80 sen today.

Posted by Johnzhang > 2021-10-20 14:27 | Report Abuse

Sovereign funds I referred to are EPF . KWAP etc

Posted by Asia88 > 2021-10-20 14:27 | Report Abuse

Once tyranny away from this stock comment, this stock boom. Yeah.

Posted by InvestIcon > 2021-10-20 15:43 | Report Abuse

FCPO Nov contract hit RM5295

Posted by Asia88 > 2021-10-20 15:57 | Report Abuse

Any tycoon can go clear the road block at 0.735?

Posted by InvestIcon > 2021-10-20 16:18 | Report Abuse

@Asia88, just be patient. The time will come

Posted by 888STOCK888 > 2021-10-20 16:44 | Report Abuse

1.78 coming

Posted by Asia88 > 2021-10-20 16:52 | Report Abuse

Let's guess how much can Bplant can earn at Q3 and what is the expected dividend for this round. If can earn 80million ? dividend 3 sen ?

Posted by Ayambrand > 2021-10-20 17:07 | Report Abuse

Fly

Posted by Johnzhang > 2021-10-20 19:14 | Report Abuse

Today’s performance:
CPO + 2.5% $5303 (nov)

Counters without EPF and KWAP :
THplant +14.5%
Bplant. +4.9%
Mhc. +3.8%
Cepat. +1.3%

Big cap /counters with EPF/KWAP as shareholders:
Simepltn - 1.4%
IOI. - 0.74%
Genp. - 1.83%
Klk. +0.35%
Taann. - 2.74%
Swkpltn. Unchanged
SOP. +. 0.77%

I believe EPF and /or KWAP are still selling down today . Only local retailers and some corporates are absorbing the selling and that’s not enough to move price to reflect the robust fundamental of CPO .

Posted by Ayambrand > 2021-10-20 19:33 | Report Abuse

I can't see why the sovereign fund did not jump in the ship? With CPO doing well

Posted by Johnzhang > 2021-10-20 20:15 | Report Abuse

You can check bursa announcement for the big cap plantation counters

Posted by Superhero > 2021-10-20 20:18 |

Post removed.Why?

Posted by calvintaneng > 2021-10-20 23:18 |

Post removed.Why?

Posted by Asia88 > 2021-10-21 00:12 | Report Abuse

well.If you look at the historical trend, CPO price is cyclical and it will drop eventually. I am surprised why this bull is kinda long.

Posted by Jasonhky9989 > 2021-10-21 00:45 | Report Abuse

BPLANT show time. Engine stated

Posted by Ananas > 2021-10-21 00:52 | Report Abuse

bull yet start so how to drop. now is the stage for bull-ing but no one dare to in.

Posted by Jom123 > 2021-10-21 05:21 | Report Abuse

CPO futures hit all-time high of RM5,071 a tonne

Posted by Yippy68 > 2021-10-21 07:56 | Report Abuse

bplant gogogo

Posted by Donator > 2021-10-21 10:49 | Report Abuse

unstoppable...

Posted by Sales > 2021-10-21 11:07 | Report Abuse

Wow! Clap! Clap! Clap!!!