Posted by brianklc > 2020-12-05 10:01 | Report Abuse

Smart indon, create market panic during PRC stock in period for CNY

Posted by brianklc > 2020-12-05 10:04 | Report Abuse

Btw, can anyone advise other thn CPO n Soy, are there any substitute?

Posted by Letsfly > 2020-12-05 10:08 | Report Abuse

vegetable oils

Posted by gndthx > 2020-12-05 10:38 | Report Abuse

@brianklc rapeseed, sunflower, corn oil

Posted by brianklc > 2020-12-05 10:39 | Report Abuse

How’s those substitute price compared to CPO? Still higher thn CPO rite?

Posted by invest icon > 2020-12-05 11:16 | Report Abuse

CPO is the most economical vegetables oil and threatening western vegetables oil industries. That’s why US and Europe try all ways to stop CPO growth. In 1984, USA misleading the world that Soy Oil don’t consists of cholesterol but they hide the fact that process Soy Oil consists of Transfat which will accumulate cholesterol in the body. Malaysia engaged University of Malaya and two universities in US to carry out research to defend the sabotage. The results shows CPO do content cholesterol but is more good HDL cholesterol than bad LDL which will reduce cholesterol in the long run. on the other hand, Most other cool weather vegetables oil have to add in hydrogen or hydrogenated so that can store longer and with stand high heat. The hydrogenated process makes the oil become edible oil with Transf fat. So, CPO always the cheapest edible oil in the market.

Posted by stockraider > 2020-12-05 12:31 | Report Abuse

What does this cpo price trend below tell U leh ??

Date Settlement Price RM
3 Dec 20 3332
2 Dec 20 3316
1 Dec 20 3347
30 Nov 20 3305
27 Nov 20 3338
26 Nov 20 3227
25 Nov 20 3285
24 Nov 20 3249
23 Nov 20 3326
20 Nov 20 3288

Ans; Rising CPO price and Rising Profit loh!!

Until Sept latest qtr result cpo average is roughly rm 2600 mah!!

December QTR we will be seeing conservatively Average Price Rm 3200, that is 23% increase in price n this increase revenue will all goes to the bottom line profit as there are no cost applicable to revenue generated from price increase loh...!!

Just imagine if Average palm oil price is Rm 2800, U already see super strong profit loh!! But now we are at above 3500 loh...!!

Can U forecast & project what will palmoil company potential profit at rm 3500 cpo leh ?

Posted by MuttsInvestor > 2020-12-05 13:27 | Report Abuse

Anyone think that Rm4,000 for PO is a Possibility ? Weather is Playing Havoc all over the world. Auustralia ,,,, Heat wave and drought. South America ( Arentina,
razil, etc )

Posted by brianklc > 2020-12-05 13:42 | Report Abuse

It will breach 4K, thn settle the whole 2021 around 3k+, reason is covid and weather had resulted irreversible mid term impact of consumer oil shortage. Price will be lower overtime but at a very slow pace. Don’t forget, post covid demand will increase also.

Posted by MuttsInvestor > 2020-12-05 13:43 | Report Abuse

Anyone think that PO will hit Rm4,000 in 2021 ???

Posted by brianklc > 2020-12-05 13:45 | Report Abuse

Hoped bplant can take this opportunity to plan on how to boost up the yield for the dutaland. Production does not increase when small piece of land at prai being sold for the way bigger piece of dutaland.

Posted by momo33 > 2020-12-05 13:46 | Report Abuse

if CPO price too high they will go buy some other Oil lah .

Posted by brianklc > 2020-12-05 13:47 | Report Abuse

Thn u have to check if there are any oil which is way cheaper thn CPO.

Posted by brianklc > 2020-12-05 13:51 | Report Abuse

If there isn’t any, thn it’s too bad. If there are, thn with low supply the price of the substitute will go up also, eventually the price of the substitute will equalise CPO... we are talking abt plant, not crude oil, u can pump crude oil to increase the supply, but u don’t expect plant to grow overnight...

Posted by brianklc > 2020-12-05 13:54 | Report Abuse

SO, impact of higher supply in future will offset by higher post covid demand... expect price to maintain at 3k+ for the next 2 yrs...

Posted by Plantermen > 2020-12-05 15:08 | Report Abuse

SBO price premium over CPO currently stand at USD 195 per tonne. Consumers in India, Pakistan and other sub continents are price sensitive.

Posted by brianklc > 2020-12-05 15:52 | Report Abuse

So soy is still more expensive over CPO...

Posted by stockraider > 2020-12-05 15:54 | Report Abuse

That means the upside of palmoil above Rm 3500 is still sustainable going fwd loh!!


"Soya Bean Oil {SBO} price premium over CPO currently stand at USD 195 per tonne. Consumers in India, Pakistan and other sub continents are price sensitive."!

Posted by invest icon > 2020-12-05 20:53 | Report Abuse

https://www.forbes.com/sites/salgilbertie/2020/10/20/the-worlds-largest-soybean-exporter-wants-to-import-soybeans-what-happened/?sh=5d966ab167d4

Posted by MuttsInvestor > 2020-12-05 23:07 | Report Abuse

Invest icon ....... someone who knows the Eatable Oil market !!! Salute ! Agreed with your comments. Do you think there will be a SHORTAGE of related FOOD commodities in 2021 and 2022 ???

Posted by MuttsInvestor > 2020-12-05 23:10 | Report Abuse

More like ..... Will the Poor Countries afford the necessary Food grains.oils ???

Posted by MuttsInvestor > 2020-12-05 23:13 | Report Abuse

https://www.world-grain.com/articles/14561-fao-food-price-index-soars-to-near-six-year-high
No forgetting the La Lina effects. Seems it has become more "serious" than "mid" . so ...... moving forward ????/

Posted by invest icon > 2020-12-06 05:19 | Report Abuse

https://www.macrotrends.net/2538/soybean-oil-prices-historical-chart-d....

The main usage for Soy Bean are as food for Pigs and the oil for cooking. It is therefore more economical compare to Oil Palm as it has dual purpose. So, market willing to pay higher price for Soy Bean compare to Soy Bean.

SOB 4th Dec is USD0.3841 per pound or RM0.3841x4 x 2.2x1000 = RM 3380 per MT. Which is lower than RM3502 for CPO on 3rd Dec. SBO has been traditionally USD50-80 higher price than CPO. But Since Nov 2020, CPO price overtook SBO by USD15/MT and now is higher by USD30. This happens could be few reasons, 1) Africa Swine Flu have killed many pigs. The main food for pigs are Soy Bean. When number of pigs are low, the demand for Soy Bean also lower. Cause is not economical if just buy to press oil. 2) Market shortage of Soy Bean due to dry weather and Soy Bean Oil from the bean are very much lower % compare to Oil Palm, so, it will not be economical if purely press the Soy Bean just for the Oil but not to feed the pigs. So, the SBO become shortage. 3) The main exporter for Soy Bean is shortage of Soy Bean and have to import Soy Bean this year. When SBO shortage, price for SBO increase, CPO price also increase. 4) End November 2020 India reduces Taxes for CPO to 27.5% from 37.5%. This has increase the demand for CPO.

But, what ever reasons are. The most important good CPO price is good to Malaysia, good to Oil Palm planters, good for Oil Palm investors like us ...

Posted by stockraider > 2020-12-06 12:41 | Report Abuse

The main usage for Soy Bean are as food for human & Pigs and the oil for cooking. It is therefore more economical compare to Oil Palm as it has dual purpose. So, market willing to pay higher price for Soy Bean compare to Soy Bean. Soya Bean food for human, Soya meals food for animals & soya oil {SOB} for cooking.

SOB 4th Dec is USD0.3841 per pound or RM0.3841x4 x 2.2x1000 = RM 3380 per MT. Which is lower than RM3502 for CPO on 3rd Dec.

SBO has been traditionally USD50-80 higher price than CPO.

But Since Nov 2020, CPO price overtook SBO by USD15/MT and now is higher by USD30. This happens could be few reasons,

1) Africa Swine Flu have killed many pigs. The main food for pigs are Soy Bean Meals. When number of pigs are low, the demand for Soy Bean also lower. Cause is not economical if just buy to press oil.

2) Market shortage of Soy Bean due to dry weather and Soy Bean Oil from the bean are very much lower % compare to Oil Palm, so, it will not be economical if purely press the Soy Bean just for the Oil but not to feed the pigs and human. So, the SBO become shortage.

3) The main exporter for Soy Bean is shortage of Soy Bean and have to import Soy Bean this year. When SBO shortage, price for SBO increase, CPO price also increase.

4) End November 2020 India reduces Taxes for CPO to 27.5% from 37.5%. This has increase the demand for CPO.

But, what ever reasons are. The most important good CPO price is good to Malaysia, good to Oil Palm planters, good for Oil Palm investors like us ...

Posted by stockraider > 2020-12-06 12:44 | Report Abuse

The main usage for Soy Bean are as food for human & Pigs and the oil for cooking. It is therefore more economical compare to Oil Palm as it has dual purpose. So, market willing to pay higher price for Soy Bean compare to Soy Bean. Soya Bean food for human, Soya meals food for animals & soya oil {SOB} for cooking.

SOB 4th Dec is USD0.3841 per pound or RM0.3841x4 x 2.2x1000 = RM 3380 per MT. Which is lower than RM3502 for CPO on 3rd Dec.

SBO has been traditionally USD50-80 higher price than CPO.

But Since Nov 2020, CPO price overtook SBO by USD15/MT and now is higher by USD30. This happens could be few reasons,

1) Africa Swine Flu have killed many pigs. The main food for pigs are Soy Bean Meals. When number of pigs are low, the demand for Soy Bean also lower. Cause is not economical if just buy to press oil.

2) Market shortage of Soy Bean due to dry weather and Soy Bean Oil from the bean are very much lower % compare to Oil Palm, so, it will not be economical if purely press the Soy Bean just for the Oil but not to feed the pigs and human. So, the SBO become shortage.

3) The main exporter for Soy Bean is shortage of Soy Bean and have to import Soy Bean this year. When SBO shortage, price for SBO increase, CPO price also increase.

4) End November 2020 India reduces Taxes for CPO to 27.5% from 37.5%. This has increase the demand for CPO.

But, what ever reasons are. The most important good CPO price is good to Malaysia, good to Oil Palm planters, good for Oil Palm investors like us ..

Posted by KAQ4468 > 2020-12-06 21:24 | Report Abuse

Oiiii... Apa poster panjang panjang kasi tampal?

Posted by KAQ4468 > 2020-12-06 21:25 | Report Abuse

Kasi tampal RM1. 20 cukup la

Posted by KAQ4468 > 2020-12-06 21:25 | Report Abuse

Peewiittttt

Posted by KAQ4468 > 2020-12-06 21:25 | Report Abuse

Tanam sawit berbuah duit

Posted by thesteward > 2020-12-06 23:15 | Report Abuse

Once break 62 could fly high

Posted by thesteward > 2020-12-06 23:15 | Report Abuse

Once break 62 could fly high

Posted by KAQ4468 > 2020-12-06 23:25 | Report Abuse

Pasti terbang

Posted by hng33 > 2020-12-07 09:15 | Report Abuse

sold back at 61sen

Posted by invest icon > 2020-12-07 09:24 | Report Abuse

Add more at 0.61

Posted by Beltland > 2020-12-07 11:08 | Report Abuse

KAQ4468 Kasi tampal RM1. 20 cukup la

Jawab: Seratus peratus betul punya cakap !!! HHHaaaa

Posted by BousteadInvestor > 2020-12-07 12:25 | Report Abuse

kenapa terbang

Posted by KAQ4468 > 2020-12-07 13:19 | Report Abuse

Haaaaa

Betul punya cakap

Tarak tipu punya.. Janji potong ayam

Posted by KAQ4468 > 2020-12-07 13:19 | Report Abuse

Gua kaya gua kaya gua kaya

Posted by KAQ4468 > 2020-12-07 13:20 | Report Abuse

Bplant sana TDM terbang pergi bulan

Posted by KAQ4468 > 2020-12-07 13:20 | Report Abuse

Tanam sawit berbuah duit

Posted by MuttsInvestor > 2020-12-07 18:19 | Report Abuse

invest icon ................. Looking SHARP. Go in at Rm0.61. Closed at 0.64 !!!

Posted by KAQ4468 > 2020-12-07 18:55 | Report Abuse

Kaya kaya kaya

Posted by KAQ4468 > 2020-12-07 18:55 | Report Abuse

Kah Kah Kah

Posted by Yippy68 > 2020-12-08 03:27 | Report Abuse

BPLANT , thank you .

Posted by Davidl > 2020-12-08 09:13 | Report Abuse

Show me ur power!

Posted by KAQ4468 > 2020-12-08 09:27 | Report Abuse

Wakakakakayaaa

Posted by KAQ4468 > 2020-12-08 09:27 | Report Abuse

Kaya kaya kaya

Posted by KAQ4468 > 2020-12-08 09:28 | Report Abuse

Tanam sawit berbuah duit

Posted by KAQ4468 > 2020-12-08 09:28 | Report Abuse

RM1. 20 coming

Posted by KAQ4468 > 2020-12-08 09:28 | Report Abuse

Aku kaya.... Huatttt arrrr