Posted by Yippy68 > 2020-11-01 11:28 | Report Abuse

cpo up, bplant down, can not understand apa jadi.

Posted by stockraider > 2020-11-01 11:32 | Report Abuse

JUST BUY LOH...!

Posted by Yippy68 > Nov 1, 2020 11:28 AM | Report Abuse

cpo up, bplant down, can not understand apa jadi.

Posted by hng33 > 2020-11-02 15:11 | Report Abuse

Accumulate back BPlantation at 45.5sen

Posted by sunshine90 > 2020-11-02 23:38 | Report Abuse

Buy lor

Posted by sunshine90 > 2020-11-02 23:38 | Report Abuse

So cheap

Posted by yesyesyes > 2020-11-03 09:50 | Report Abuse

just now got one guy appetite damn good this morning .. one shot swallow whole block .. been hungry for days kah ?

Posted by hng33 > 2020-11-03 10:11 | Report Abuse

add more BP at 47sen

Posted by yesyesyes > 2020-11-03 10:35 | Report Abuse

so hungry ? i havent ate my breakfast .. woiii

Posted by yesyesyes > 2020-11-03 15:04 | Report Abuse

wow

Posted by calvintaneng > 2020-11-03 17:36 | Report Abuse

Yeeeeehaa!!!

Posted by jinv9 > 2020-11-04 01:17 | Report Abuse

The Jan 2021 futures closed on 3 Nov up RM94 at 3069 after down 36 yesterday.
Nov 2020 delivery closed at 3353 up 88!
I think the market consensus is that the uptrend will continue in the near term at least.

Between 19 Oct 20 and 3 Nov 20, CPO has gone up by almost RM300, an increase of over 10% for the Jan 21 contracts, and RM465 or 16% for Nov contracts, the increase for both of which have yet to be reflected in the share price.

Seems like a good time to buy some at 48s. Good luck guys!!!

Posted by Mikecyc > 2020-11-04 05:53 | Report Abuse

Financial Year Revenue ('000) Net ('000) EPS Report
31 Dec, 2020 329,747 -2,473 -0.11
31 Dec, 2019 577,203 -144,008 -6.42 View
31 Dec, 2018 584,009 -51,781 -2.32

Posted by Mikecyc > 2020-11-04 06:04 | Report Abuse

# Share Capital = RM 1,422,344,000

Loans n borrowings = RM 1,361,756,000

Gearing Ratio = 0.96

Posted by Mikecyc > 2020-11-04 06:06 | Report Abuse

Date Settlement Price RM
2 Nov 20 2975
30 Oct 20 3011
28 Oct 20 3051
27 Oct 20 3065
26 Oct 20 3066
23 Oct 20 2942
22 Oct 20 2943
21 Oct 20 2888
20 Oct 20 2858
19 Oct 20 2776

Posted by Mikecyc > 2020-11-04 06:10 | Report Abuse

Refer to MPOB : Malaysia CPO export 2020 Jan to August

export to U.S.A is 387,347 MT

export to China is 1,842,142 MT vs 2019 1,395,697 MT : + 32 %

export to India is 1,176,274 MT vs 2019 3,597,563 MT : - 67.3 %

export to Europe is 1,341,780 MT vs 2019 1,419,722 MT : - 5.5 %

Posted by Mikecyc > 2020-11-04 06:16 | Report Abuse

Boustead Plantations

75,000 hectare x 2.471 = 185,325 acres

> 18,419 ha of freehold land in West Malaysia .

>> Its valuable freehold estates represented about 19% of Boustead Plantations’ total land bank in the country.

>>> 18,419 ha x 0.19 = 3499.61 ha

====

Floating this idea in a report, the brokerage said a potential privatisation could be self-funded by disposing some small parcels of land owned by Boustead Plantations.

>> It pointed out that since listing in 2014, Boustead Plantations has sold 2,164 hectare of land, raised RM1bil in gross proceeds, and recognised total disposal gains of RM900mil. It has also paid out RM1bil in total dividends since listing.

Posted by Mikecyc > 2020-11-04 06:19 |

Post removed.Why?

Posted by hng33 > 2020-11-04 11:33 | Report Abuse

CPO price hike

Laggard BP should follow soon

Posted by jinv9 > 2020-11-04 12:11 | Report Abuse

Nov CPO this morning is now RM3400, up 47 or 1.3%
BP 49s +1

Posted by hng33 > 2020-11-04 13:38 | Report Abuse

BP profit is the most sensitive to CPO price due to fact that BP is PURE upstream palm stock, CPO Q2 RM 2200, CPO Q3 RM 2800, CPO Q4 RM > 3000, a leap up EPS to be reported

Posted by Yippy68 > 2020-11-05 06:54 | Report Abuse

a good QR and some sound dividend pay out will attract buyer to come in, very undervalued in term of land bank and potential,. provided management can run this counter like KLK, IJM , UNITED MALAKA, MKH and many non GLC, god bless investors for putting money here..

Posted by Yippy68 > 2020-11-05 06:55 | Report Abuse

today should move

Posted by yesyesyes > 2020-11-05 07:56 | Report Abuse

must move today .

Posted by hng33 > 2020-11-05 11:56 | Report Abuse

sold back BP at 51-51.5sen, lock profit first

Posted by KAQ4468 > 2020-11-05 13:29 | Report Abuse

Lu beli 50 sell 51 ka Ah Heng??

Posted by KAQ4468 > 2020-11-05 13:29 | Report Abuse

Hahaha

Posted by KAQ4468 > 2020-11-05 13:30 | Report Abuse

Ini RM1. 20 punya counter

Posted by Beltland > 2020-11-05 17:55 | Report Abuse

Mikecyc
14541 posts
Posted by Mikecyc > Nov 4, 2020 6:19 AM | Report Abuse

Analysts neutral on plantation sector after jump in palm oil supply
TheEdge Fri, Sep 11, 2020 10:42am - 1 week ago


KUALA LUMPUR (Sept 11): Hong Leong Investment Bank (HLIB) Research has reiterated its "neutral" rating of the plantation sector after palm oil inventory closed marginally higher at 1.7 million tonnes in August as higher output and lower exports were partly offset by lower imports and higher domestic consumption.


On forecasts, HLIB Research analyst Chye Wen Fei said the research house believes the stockpile will remain on an uptrend in the near term due to seasonally stronger output and lower exports to key importing countries, in particular India as its edible oil inventory had normalised since July and China in absence of seasonal demand.


Meanwhile, PublicInvest Research noted that CPO prices had gone above the RM2,800/metric tonnes (MT) level since last week, led by increasing concerns over worker shortages and demand recovery from the reopening of economies.

Nevertheless, the research house thinks the current CPO prices may not be sustainable in the final quarter given the surge in palm oil supply during the peak production season.





Why you posted the same old article again and again ? Today oil palm price rm 3400 and share price already 52.5 cents,a lot people made money but you talk bad about the company future financial status everyday , the share price at 48 cents you started to talk bad and now 52.5 cents you still talk bad, what is your intention to be here ?

Posted by MuttsInvestor > 2020-11-05 20:01 | Report Abuse

Season and Experience Investors ..... Will LOOK beyond ANaylsis reports !!! Anyway HL are NOT known for their ACCURACY ........ LoL.

Posted by Lukey_Greek > 2020-11-05 21:07 | Report Abuse

All IBs are not given enough attention to plantation stocks. Market is more efficient & reacts better to current CPO price than all these ‘analysts’.

Soon they will change their tune following market movements.

Posted by calvintaneng > 2020-11-05 22:03 | Report Abuse

BPLANT OR BANK PLANT

ASSETS AT ROCK BOTTOM PRICES LOCATED NEAR CITIES COULD BE SOLD TO GIVE DIVIDENDS

A POWERFUL BULL RUN IN PALM OIL STOCKS HAS COMMENCED: CHINTECK FANTASTIC RESULTS SHOW THE WAY, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-11-05-story-h1535654774-A_POWERFUL_BULL_RUN_IN_PALM_OIL_STOCKS_HAS_COMMENCED_CHINTECK_FANTASTIC.jsp

Posted by Mabel > 2020-11-05 22:42 | Report Abuse

Congrats to all BP Supporters

Fantastic Day for all Farmers..

Prevailing CPO Price as of yesterday is RM 3354. Cost of producing is between RM 1500-1800. This will be good for our farmers. So we expect more movements in this counter due to feel good effect on the latest Indian FGV Oil Palm Contract, Bullish FCPO (Jan FCOP has already breaches RM 3,144), current CPO prices plus the feel good effect of 2021 Budget which will be tabled tomorrow.

Well done Everyone !

Meow Meow Meow

Posted by KAQ4468 > 2020-11-06 00:18 | Report Abuse

Wakaka

Love my Bplant

Posted by KAQ4468 > 2020-11-06 00:19 | Report Abuse

Give me RM 1.20

Posted by Bennychua007 > 2020-11-06 13:45 | Report Abuse

One days show again?

Posted by brianklc > 2020-11-06 13:47 | Report Abuse

Mabel, where you get the production cost info?

Posted by Young1 > 2020-11-06 17:17 | Report Abuse

BPLANT has no oil mills. they only produce FFB. Nevertheless, their Q3 FFB production increase by 19% as compare to Q2 output. with the increase of FFB / CPO price, results is expected to be....

Posted by Opportunate > 2020-11-07 01:03 | Report Abuse

Hi Young1 , as per BPlant 2019 annual report , BPlant operates 10 mills in Malaysia

Posted by Opportunate > 2020-11-07 01:18 | Report Abuse

My investment strategy is to identify stocks with weakness and with turnaround opportunity to invest in for a significant gain in 1 to 2 years period

Posted by Opportunate > 2020-11-07 01:18 | Report Abuse

Let me share my view about BPlant

Posted by Opportunate > 2020-11-07 01:22 | Report Abuse

Bplant not doing as well due to weak management team couple with low CPO price. Last 2 to 3 quarters P&L affected by write off and tax from Sabah Estate acquisition.

Posted by Opportunate > 2020-11-07 01:25 | Report Abuse

With the transformation program kick in couple with no new plantation acquisition , base on the study from the financial statement and output figure , I'm projecting BPlant Q3 profit to be around 40MM to 50MM with 1 sen dividend declare.
If profit as per expected during Q3 quarterly release expected by 3rd to 4th week of Nov , confident level on BPlant will restall.

Posted by Opportunate > 2020-11-07 01:28 | Report Abuse

I accumulated about 400,000 shares so far from 24 sen to 50 sen. Looking forward for Q3 quarterly release.

Posted by Young1 > 2020-11-07 20:54 | Report Abuse

Hi Opportunate, thank you for point it out. yes, you are correct that they have 10 mills as per their 2019 AR. But just wonder why are they only reporting monthly FFB and not CPO as like other plantation stocks? will you be able to share any reasons for this? thanks.

Posted by Opportunate > 2020-11-07 22:45 | Report Abuse

Young1 I not sure the reason. I use whatever available data to do the projection.

Posted by awesome20 > 2020-11-07 23:44 | Report Abuse

rebound from 0.505 with volume...see on monday to break R 0.525

Posted by firerain > 2020-11-08 00:29 | Report Abuse

sure win counter

Posted by Mikecyc > 2020-11-08 08:05 |

Post removed.Why?

Posted by Mikecyc > 2020-11-08 08:07 | Report Abuse

MPOC

The current COP ( cost of production ) in Sarawak is estimated at RM1,920 per tonne for a plantation with an average yield of 20 tonnes of FFB per ha per year or four tonnes of CPO per ha per year.

Posted by brianklc > 2020-11-08 12:15 | Report Abuse

Let’s see if the armchair “experts” projections are right or wrong.