Posted by Jonathan Keung > 2022-04-23 10:14 | Report Abuse

Expect planter's upping their interim, final dividends or special dividends paid out

Posted by brianklc > 2022-04-23 10:16 | Report Abuse

Read in statement in full context, I m saying shifting of investment strategy from other industries to plantation, which is considered a safe heaven for now. There are huge differences between “goreng” without direction n changing investment strategies based on market fundamental.

Posted by Plantermen > 2022-04-23 10:32 | Report Abuse

Plantations { CPO } was our country key industry & mainstay in Malaysia when the 97-98 Asian Financial crisis hit our shores. It was a valuable history lesson where most industries e.g. electronics, banks, manufacturing all badly hit. The windfall tax was introduced during this time and the word `golden crop`was conined for oil palm

Posted by s3phiroth > 2022-04-23 10:37 | Report Abuse

Sell tech stock, buy commodities stock.

It is a no brainer to buy commodities stock during high inflation. That is y foreign funds keep buying our palm oil stocks.

Posted by Plantermen > 2022-04-23 12:22 | Report Abuse

Sri Mulyani Indonesia Finance Minister at IMF G20 meeting said the ban on export's is necessary. The ban will hurt other countries. Read her words carefully. Indonesia since 2018 has stopped issued new permits for oil palm plantings {Indonesia has limited abilities to increase palm oil production} we are often blamed for deforestation & destroying natural habitats of endangered animals such as orang utans} often portrayed by the Western NGO

Posted by calvintaneng > 2022-04-23 14:01 | Report Abuse

All so Bullish?

WAITING FOR WINDFALL DIVIDENDS FROM BPLANT NEXT MONTH

YOU ALL SO CLEVER!!!

CLAP!
CLAP!!
CLAP!!!

Posted by Jonathan Keung > 2022-04-23 14:22 | Report Abuse

DJ down 981 points across the Board. Buyers sentiment will be hit on Monday .Except for Agricultural commodities producers. look at US soybean oil and corn

Posted by s3phiroth > 2022-04-23 14:27 | Report Abuse

not everyone is bullish on palm oil stocks. If it was then the stock price already flied to the moon like what happened in glove and semicon stocks in last 2 years.

Posted by Investformilkmoney > 2022-04-23 14:57 | Report Abuse

The US and European condemn CPO, now Indonesia show them the backlash. It is because of them that we cannot clear more lands for palm oil.

Posted by Jonathan Keung > 2022-04-23 15:58 | Report Abuse

Yes. ethanol producers need to source for corn and palm for their biofuel production. CPO can be used now either as a food crop or as a fuel alternative feedstock

Posted by pvd_investor > 2022-04-23 16:23 | Report Abuse

Bplant has been a good dividend paying stock that I had been holding for a year. Expecting more this year !!

Posted by stockraider > 2022-04-24 08:25 | Report Abuse

Remember stick to good stocks which has only malaysian plantation exposure which are not affected by export ban which are;

1. Cepat
2. Hapseng
3. Kmloong
4. MHC
5. Taann
6. swkplant
7. Wtk
8. Bplant

Posted by RJ87 > 2022-04-24 09:07 | Report Abuse

That time reduced interest, sec suspended IDSS and RSS.

Only thing u can do is buy and only 2 things to buy was tech and glove as all other sector under COVID threat.
————————————
s3phiroth
not everyone is bullish on palm oil stocks. If it was then the stock price already flied to the moon like what happened in glove and semicon stocks in last 2 years.
5 hours ago

Posted by stockraider > 2022-04-24 11:08 | Report Abuse

Ok to give u a good picture on palmoil ban by indonesia;

Indonesia producer can only sell domestically at Rm 3500 to Rm 4500 loh!
Their production cost is Rm 1500 to Rm 2000 loh!
Still making good profit but much less loh!

Msia producer can sell Rm 6500 to Rm 7500 mah!
Msian producers cost at Rm 2000 to Rm 2400, can make super abnormal profit loh!

Posted by plantationgameover > 2022-04-24 16:56 |

Post removed.Why?

Posted by StartOfTheBull > 2022-04-24 19:21 | Report Abuse

The uptrend is expected to continue till year 2023 or beyond. Only goreng kaki expecially contra/margin players would likely take profit ahead of the long weekend from end of this week. Two weeks later they buy back.

Posted by brianklc > 2022-04-24 20:23 | Report Abuse

Whn gameover says gap up, this is when I start to worry…. He’s odds of guessing correctly is 19:1…. Damn…

Posted by Plantermen > 2022-04-24 22:19 | Report Abuse

Price up or high/low from a bar chart, technical or statistics is a very intristic case. SBO year low { Year 2020} fell to 25 cents per IB and close the year at 42 cents per IB. Slowly ascending to the next gap or uptrend at 55 - 70 cents { 2021} SBO is now trading at betw 70 cents to a high of 84 cents recently. CPO fell to a new low of MYR 1,800 per tonne { in 2018 commodity slump} before slowly inching up to 2,800 per tonne. Later climbing back 3,500 - 3,800 price mark when soft oils & other commodity prices gap up. CPO is not a price marker but follows the trend of other soft oils. Of late CPO price has sustain its uptrend online with prices trading between MYR 5,500 - 6,500 and hit a high of 8,000 per tonne following the Ukraine crisis. We are not alone. Look at Mineral oil from a low of USD 20 per barrel. Brent crude oil has rocket up to a year high of USD 135 per barrel. Now holding at betw USD 105-110 mark. Jim Rodgers said nobody can predict the future. But in commodities trade there is no high or low. only how high the price can gap up or down

Posted by PSAi3alert > 2022-04-25 00:57 | Report Abuse

brianklc,

He will be right this round.


brianklc

Whn gameover says gap up, this is when I start to worry…. He’s odds of guessing correctly is 19:1…. Damn…

4 hours ago

Posted by Sslee > 2022-04-25 05:31 | Report Abuse

Good morning,
brianklc
Whn gameover says gap up, this is when I start to worry…. He’s odds of guessing correctly is 19:1…. Damn…

Agree his odds is damn lousy, so no limit up but most likely will break the 52 weeks high of 1.22 very soon.

Posted by Ayambrand > 2022-04-25 09:18 | Report Abuse

Mmmg fly

Posted by RJ87 > 2022-04-25 09:28 | Report Abuse

I’m not sure if listening to other sifu will go holland.

But if they listen to u and sell at RM1, they already at holland.

________________________
plantationgameover
if you listen to all these self-proclaimed "sifus" here then prepare to go holland soon.
Tomorrow plantation stocks will gap up because of the indo banning palm oil news, then big boys will use this opportunity to unload to all dumb retailers that chase the price. Big boys know FCPO will drop soon in May, they will take this opportunity to throw their shares at good price. If you still stubborn and don't take profit, then prepare to cut loss soon!! kikiki, just watch
16 hours ago

Posted by Ayambrand > 2022-04-25 09:38 | Report Abuse

gameover is so very wrong...happy for all holder...kudos

Posted by Ayambrand > 2022-04-25 09:38 | Report Abuse

ATH

Posted by wallstreetrookie > 2022-04-25 09:43 | Report Abuse

Will move higher

Posted by D197btg > 2022-04-25 10:01 | Report Abuse

Wait for 10am CPO market start, hehehe

Posted by Jonathan Keung > 2022-04-25 10:07 | Report Abuse

He have a hidden agenda & keep asking people to sell plantation stocks. Even our southern neighbours are buying our plantation stocks

Posted by izoklse > 2022-04-25 10:11 | Report Abuse

Thank You Indonesia

Posted by calvintaneng > 2022-04-25 10:12 | Report Abuse

Sell what?
Next month Bplant will announce a super profit plus a super bonanza dividend

Instead of sell should buy more

Posted by D197btg > 2022-04-25 10:33 | Report Abuse

aiyo so fast no steam liao ka

Posted by plantationgameover > 2022-04-25 10:58 |

Post removed.Why?

Posted by D197btg > 2022-04-25 11:11 | Report Abuse

aiyoyo, although this is open forum, why keep asking ppl to sell since 21 mar when Bplant is at 0.97, anyone who sold at that price would be kuku ciao pain pain liao lo, go short CPO la

Posted by Plato99 > 2022-04-25 11:19 | Report Abuse

CPO price increase 7%

Posted by brianklc > 2022-04-25 11:20 | Report Abuse

I have to give credit to gameover, ever since his existence here, bplant price go up… gameover thanks… pm me, I sponsor u go to holiday in Ukraine…

Posted by brianklc > 2022-04-25 11:28 | Report Abuse

Dt197, mainly it get out of steam coz LTAT is taking profit… it’s just a temporary issue…

Posted by D197btg > 2022-04-25 11:41 | Report Abuse

brianklc, where you can see that info, normally we can only see end of the day, can advise, tq

Posted by Jonathan Keung > 2022-04-25 11:50 | Report Abuse

Bplant hardly moved . From 1.12 now at 1.22 vs SOP at 7.00. keep telling people sell ??? This is not super abnormal hike. Up 8% +

Posted by brianklc > 2022-04-25 11:52 | Report Abuse

I guess only coz in the past, LTAT sell at 1.21-1.22 (cum div) and 1.17-1.18 (last week). N most of the time they only sell whn there’s a buyer queue… if u see today at 1.21-1.22, the volume transacted at buy queue is high… so I think they disposed around 1mil at each of these price… just my guess…

Posted by Plantermen > 2022-04-25 11:57 | Report Abuse

We won't know how the funds trade. But hypothetically what will happens if LTAT later turn buyer before BPlant declared a special dividend plus interim dividend paid out after the Hari Raya break? Boustead holdings hold 57 % & LTAT holds another 12% of Bplant

Posted by Johnzhang > 2022-04-25 12:02 | Report Abuse

Hold on to Bplant at least until Q2 results in Aug 2022. You will see fantastic return.

Posted by D197btg > 2022-04-25 12:02 | Report Abuse

spot cpo +6%, may +8.5%, interesting to see how much LTAT can sell today . Morning session will stay here, let see how it behave at 3pm & i dont think indonesia will lift the ban this 2 weeks, never mind EU dont like to eat palm oil anyway they can loose some weight

Posted by Jonathan Keung > 2022-04-25 12:19 | Report Abuse

Coming 2Qtr result announcement is in May. Average CPO traded price for Jan -Mar around $6,000+

Posted by stockraider > 2022-04-25 12:49 | Report Abuse

Correctloh.....Cpo cash mkt up more than Rm 500 to more than Rm 7400 loh!

The future july up more than Rm 380 to more than Rm 6700 mah!

Very bullish price upgrade mah!

Big profit coming loh!

Posted by D197btg > 2022-04-25 13:10 | Report Abuse

LTAT should be more looking forward to the div then ikan bilis like us, dont understand why they are selling...........unless they know the coming div would be lower than expected?? Ada udang di sebalik batu, mesti ada udang, are they really selling or selling to buy more??

Posted by brianklc > 2022-04-25 13:12 | Report Abuse

Profit taking ended at noon, buying interest will commence in the afternoon…

Posted by PSAi3alert > 2022-04-25 13:16 | Report Abuse

Jonathan,

Average CPO prices below:

Q1 2022 6,197

Q4 2021 5,194
Q3 2021 4,466
Q2 2021 4,195
Q1 2021 3,938

Q4 2020 3,401
Q3 2020 2,783
Q2 2020 2,301
Q1 2020 2,673

Q4 2019 2,522
Q3 2019 2,053
Q2 2019 2,008
Q1 2019 2,089

Posted by stockraider > 2022-04-25 13:17 | Report Abuse

Do not be silly following all those silly govt funds like EPF,PNB, Ltat, Khazanah on ESG crabs loh!

Totally big mistake to sell plantations loh!

Hold tight mah!

Posted by stockraider > 2022-04-25 13:20 | Report Abuse

Average CPO prices below:

Now July22 fut 6754
Q1 2022 6,197

Q4 2021 5,194
Q3 2021 4,466
Q2 2021 4,195
Q1 2021 3,938

Q4 2020 3,401
Q3 2020 2,783
Q2 2020 2,301
Q1 2020 2,673

Q4 2019 2,522
Q3 2019 2,053
Q2 2019 2,008
Q1 2019 2,089

Posted by RJ87 > 2022-04-25 13:37 | Report Abuse

U r like football commentator. Must be living a good life there.
________________________
brianklc
Profit taking ended at noon, buying interest will commence in the afternoon…
21 minutes ago

Posted by brianklc > 2022-04-25 13:56 | Report Abuse

RJ, no la… I always compare bplant vs jtiasa… this morning jtiasa performed better coz/shld be LTAT take profit… based on past trend, they at max sell 3mil, which quota met already… this afternoon u may see foreign to buy in…