Posted by brianklc > 2022-04-25 14:03 | Report Abuse

https://mpoc.org.my/monthly-stock-comparison-2022/

Posted by brianklc > 2022-04-25 14:04 | Report Abuse

Next month is the start of China n India buying season

Posted by RJ87 > 2022-04-25 14:12 | Report Abuse

Those folk sold 1.24 this morning and buy back 1.20 already sit on 3% return.

To say don't sell is incorrect. To say sell also incorrect. Although I'm mostly bullish on plantation. I do take profit and buy back time to time. 20-30K shares each time while the rest sit there wait until FY23.

Look through the whole market, nothing offer good risk to reward ratio if compared to plantation.

Posted by brianklc > 2022-04-25 14:16 | Report Abuse

Arh… I missed this morning… could it hit 1.30 later?

Posted by Jonathan Keung > 2022-04-25 14:32 | Report Abuse

The real show starts is in the afternoon session. Expected contra players locking in their profit and squaring off their position . 8-10 sen profit for those who bought BPlant on Thursday or Friday.

Posted by plantationgameover > 2022-04-25 15:13 |

Post removed.Why?

Posted by Plantermen > 2022-04-25 15:22 | Report Abuse

Those IDSS sellers who short BP in the morning needs to cover back their position before 430. Intra day contra

Posted by brianklc > 2022-04-25 15:24 | Report Abuse

Diu, gameover, where is ur “gap up”?

Posted by ImLearningFromSifu > 2022-04-25 15:38 | Report Abuse

lai lai lai....
Bplant doing Raya Promotion again...
buy buy buy...
hehe i missed selling it this morning...

Posted by manka > 2022-04-25 15:44 | Report Abuse

sudah kena todak..?hhaaa...esok masih ada..minyak masak kurang..plantation banyak bagus..kihkihkih

Posted by plantationgameover > 2022-04-25 15:45 | Report Abuse

?? clearly haters only choose to read the part they want to see. i mentioned after gap up will have sell down, now it happen exactly as i predicted kikiki. but dumb holders will not sell even if they have chance, because they prefer to cut loss later hehehe

Posted by Ayambrand > 2022-04-25 15:45 | Report Abuse

lai2, duit raya

Posted by Ayambrand > 2022-04-25 15:52 | Report Abuse

kalau takut dilambung ombak, jangan berumah di tepi pantai

Posted by ImLearningFromSifu > 2022-04-25 15:52 | Report Abuse

bro plantationgameover.... i actually agree with u 101%...
tapi ada beli... mesti ada jual ma...
sudah jual... mesti beli balik ma...
just that we dont tell u when we sold it...
ahhaahha
and we just keep hoping it will up and down and up again more than down only... hehehehe

Posted by brianklc > 2022-04-25 15:56 | Report Abuse

Hahaha, gameover, my offer to u still valid, let me know whn u wanna go Ukraine…

Posted by brianklc > 2022-04-25 15:57 | Report Abuse

Each time whn gameover start talking, thts whn bplant find it’s support

Posted by ImLearningFromSifu > 2022-04-25 16:02 | Report Abuse

hahahaha let's make him talk more... hehehe

brianklc

Each time whn gameover start talking, thts whn bplant find it’s support

Posted by ImLearningFromSifu > 2022-04-25 16:23 | Report Abuse

omg.... just realised whole bursa today very bloody red except plantation indices...

Posted by MuttsInvestor > 2022-04-25 16:38 | Report Abuse

Buying at Rm1.13 . Wait for Divident & special bonus in May. Better than Bank Interest.

Posted by keng88 > 2022-04-25 16:40 | Report Abuse

Today big volume but price not up

Posted by brianklc > 2022-04-25 16:49 | Report Abuse

FCPO day spread 600, any particular reason?

Posted by StartOfTheBull > 2022-04-25 16:50 | Report Abuse

There isn't any sign that plantations bull run is over. Retailers liquidate their position ahead of the long weekend.

Posted by jackfruit > 2022-04-25 16:50 | Report Abuse

Profit taking liao..those who chase this morning mati liao..

Posted by Markv572421 > 2022-04-25 17:03 | Report Abuse

Yeah game over for plantation !!!

Posted by RJ87 > 2022-04-25 17:11 | Report Abuse

You might as well predict sun rise from the east and sets at the west tomorrow...

Kakakkkakakakakakaka
-------------------------------------
plantationgameover

?? clearly haters only choose to read the part they want to see. i mentioned after gap up will have sell down, now it happen exactly as i predicted kikiki. but dumb holders will not sell even if they have chance, because they prefer to cut loss later hehehe

1 hour ago

Posted by StartOfTheBull > 2022-04-25 17:18 | Report Abuse

CPO failed to rally today could be another reason.

Posted by Johnzhang > 2022-04-25 18:46 | Report Abuse

Indonesia flip flop policy caused the problem today

Posted by brianklc > 2022-04-25 18:48 | Report Abuse

https://www.theedgemarkets.com/article/palm-oil-soars-indonesia-ban-risk-global-food-inflation

Posted by brianklc > 2022-04-25 18:50 | Report Abuse

Roti canai gov, anyway, go back to fundamentals… the dynamics to the world as a whole still does not change…

Posted by Abba84 > 2022-04-25 19:00 | Report Abuse

Flip flop? Any news,t confirm?

Posted by keng88 > 2022-04-25 19:04 | Report Abuse

habislah.....

Posted by twistfish > 2022-04-25 19:09 | Report Abuse

run? (tomorrow)

Posted by brianklc > 2022-04-25 19:13 | Report Abuse

Say I bias against Kak Z… Widodo on Friday announced total ban, palm bosses make noise but they still can tahan, coz own country comes first…. Dumb Kak Z on Sunday say wanna pump up production n save the world! Talk to EU, talk to US… Indonesia see this as threat… so the rest are history… both if countries join forces, they can rule the market… y compete?

Posted by twistfish > 2022-04-25 19:13 | Report Abuse

ltat throw 2mill share

Posted by brianklc > 2022-04-25 19:31 | Report Abuse

After seeing the whole picture, our Kak Z shld take biggest blame, her deputy, wee last Saturday gave a better answer…

Posted by brianklc > 2022-04-25 19:34 | Report Abuse

Fish, the 2mil disposal announced last Friday, disposal on 20th… it’s old news

Posted by steveccwong > 2022-04-25 21:28 | Report Abuse

FCPO future is in excess of RM6.0K/ton is extremely good for oil palm industry and the huge sway of oil palm company share prices may perhaps due to people's buying and selling of them without trying to understand they may make some money but lose the whole cow definitely.

Posted by Johnzhang > 2022-04-26 07:03 | Report Abuse

JAKARTA/KUALA LUMPUR (April 25): Indonesian government officials told palm oil companies on Monday that an export ban announced late last week would cover shipments of refined, bleached, deodorized (RBD) palm olein but not crude palm oil, two industry sources told Reuters.
Though an exemption of crude palm oil from the export curbs will be positive for global markets, the majority of Indonesia's palm exports are in the form of processed oils and remain affected by the ban.
There were still concerns that crude palm oil would also be added to the list of banned products, as it is raw material for RBD palm olein.
According to data from Indonesia's palm oil association (GAPKI) exports of processed CPO in 2021 stood at 25.7 million tonnes, or 75% of total exports of palm products. CPO exports were 2.74 million tonnes in 2021, or 7.98% of the shipments.
------------------------------------------------------------------
The news is too sketchy. No official details from government yet. Better to stay calm for more details to emerge.

Posted by KingKoil > 2022-04-26 08:25 | Report Abuse

which mean CPO 92.02% ban export since it will become processed oil. Remaining 7.98% is CPO.

Posted by brianklc > 2022-04-26 08:52 | Report Abuse

Depends on timing, the net ban should be around 86-90% as this is the % of RBD exported. Market over reacted yday…

Posted by brianklc > 2022-04-26 08:55 | Report Abuse

Provided MALAYSIA don’t compete to win Indonesia market share, Indonesia won’t flip flop again… If both counties can work together, they can control the world market for edible oils… not everyday Malaysia can be taikor in world stage…

Posted by dragon328 > 2022-04-26 11:18 | Report Abuse

https://klse.i3investor.com/web/blog/detail/dragon328/2022-04-26-story-h1622262012-BPlant_has_Tremendous_Upsides_as_a_Prime_Take_over_Target

Posted by stockraider > 2022-04-26 11:43 | Report Abuse

Very steady loh!

Posted by D197btg > 2022-04-26 12:05 | Report Abuse

dragon328, very detail analyst, gameover would be interesting if you can also provide the same detail analyst for your argument as well.

Posted by RJ87 > 2022-04-26 15:03 | Report Abuse

For real, Rm 2.2 to Rm2.5.
______________________
dragon328

https://klse.i3investor.com/web/blog/detail/dragon328/2022-04-26-story...
3 hours ago

Posted by twistfish > 2022-04-26 16:38 | Report Abuse

when?

Posted by stockraider > 2022-04-26 16:46 | Report Abuse

Just be steady & hang tight loh!

Posted by RJ87 > 2022-04-26 19:49 | Report Abuse

when it’s materializes, it gonna be RM2 already.

Posted by dragon328 > 2022-04-26 20:35 | Report Abuse

RM2.00 will be an easy target within this year as there will be multiple re-rating factors coming in next few months:
(1) March qtrly result will show strong earnings on average CPO price of RM6,000/t
(2) March qtrly result will include the disposal gain from Kulai land and a potential special dividend
(3) May futures CPO broke up RM7,000/t and Jun futures touched RM6,800/t. CPO prices will remain high for next few months meaning that the average CPO to be realised by Bplant for the Jun quarter will be higher than RM6,000/t and hence higher earnings
(4) Bplant's parent is heavily indebted and needs cash asap. I predict that Bplant should be working on another land disposal deal and should announce it in next few months
(5) A potential take-over offer for BPlant may be on its way from potential suitors like KLK or Sime Plantation

Posted by MuttsInvestor > 2022-04-27 01:51 | Report Abuse

My 2 cents..... Taking it Private is the MOST likely scenario. If BIG corp like IOI, Sime , KLK, etc decides to get involved ...it is likely to benefit " Small holders" who now can dictate the 10% balance of the TakeOver either by Big Corp or Private . Either way ..... "Small holders" will benefit. So .... Why is LTAT disposing ? That is probably link to who is going to take it "Private" .