Posted by ehteoh13 > 2020-03-17 13:31 | Report Abuse

2 weeks off and no activity and still need to pay interest and salary. q1 and q2 will further lost,better cut lost and buy back with same amount of money and more lot

Posted by ehteoh13 > 2020-03-17 20:48 | Report Abuse

Sime Darby Bhd said its chairman Datuk Abdul Rahman Ahmad has been preliminary tested positive for COVID-19 and is now put in a healthcare facility. better lari before kena.

Posted by Keyman188 > 2020-03-20 21:50 | Report Abuse

Haa...haa...cheating yourself then ok lahhh.... 

Wrong calculation..... 

Bottom not 1217.....but you can pursue yourself then no problem.... 

But not pursue others lahhh....

Posted by Undi_PKR > 2020-03-23 10:41 | Report Abuse

Why must EPF, ASB support at high price for loss QR? Wrong appointments?

Posted by Miz Raya Bloom > 2020-04-07 10:35 |

Post removed.Why?

Posted by mf > 2020-05-17 18:32 | Report Abuse

WTI Crude Oil Speculator’s Bullish Net Positions Bounced Back This Week
Zachary Storella | May 17, 2020 01:17AM ET

Posted by greedy44444 > 2020-05-20 02:12 | Report Abuse

https://www.thestar.com.my/business/business-news/2020/05/19/india-resumes-purchases-of-malaysian-palm-oil#.XsQeoA-rz4o.facebook

Posted by alvin5588 > 2020-05-22 15:07 | Report Abuse

https://www.theedgemarkets.com/article/sime-darby-plantation-1q-net-profit-surges-rm394m-higher-upstream-and-sime-darby-oils?fbclid=IwAR3_KTGIVva4Jwr5DQ-D_og8UqdkW1BImfSFlr7lIGfs2OQqO9wU5IsW_4o

Posted by alvin5588 > 2020-05-22 15:08 | Report Abuse

https://focusmalaysia.my/mainstream/sime-darby-plantations-1q-net-profit-rises-to-rm394-mil/?utm_term=Autofeed&utm_medium=Social&utm_source=Facebook&fbclid=IwAR36BaKIefvKLZpby06OSiGU1ttIsK1cA7AUMGXk3wGG1MenniJUAYcxb2M#Echobox=1590129564

Posted by alvin5588 > 2020-05-22 16:53 | Report Abuse

https://www.enanyang.my/?p=1411460&fbclid=IwAR3be4M4lIboBwn5Yi_bUsL2HfM5tYpYh0B0y1qeqV_sfqFBnhFE0hR0KUk

Posted by alvin5588 > 2020-05-30 13:27 | Report Abuse

https://focusmalaysia.my/mainstream/malaysias-cpo-price-may-stay-higher-if-export-to-india-is-maintained/?utm_term=Autofeed&utm_medium=Social&utm_source=Facebook&fbclid=IwAR2wGX_zxKTNlS2XK6p4Sfi_xeztHoOynl_VCnS27PzScW8SMSEP7B1Obbo#Echobox=1590794965

Posted by alvin5588 > 2020-05-30 13:28 | Report Abuse

https://focusmalaysia.my/mainstream/cpo-futures-contract-expected-to-stay-firm-on-better-demand/?utm_term=Autofeed&utm_medium=Social&utm_source=Facebook&fbclid=IwAR1iEPDP9A-YA6ipok-5o8J9iFgUZbmn6-ulCOrEXmucASYCq7B06oLRf50#Echobox=1590811244

Posted by alvin5588 > 2020-06-01 17:46 | Report Abuse

Breakout and closed at 5.10.. going upward...

Posted by alvin5588 > 2020-06-02 13:26 | Report Abuse

https://www.thestar.com.my/business/business-news/2020/06/02/india039s-vegoil-imports-could-jump-from-june?fbclid=IwAR0x1RYarHtaxHKgp9VogMjGnFEssWlKmUVy0OSN-fDc0LHZDajf62R-nXo

Posted by James Ng > 2020-06-20 20:37 | Report Abuse

https://klse.i3investor.com/blogs/general/2020-06-20-story-h1508902365.jsp
[转贴] [Facebook live video:浅谈Sime Darby Plantation berhad (SimePlt)] - James的股票投资James Share Investing

Posted by Juniper > 2020-07-23 12:03 | Report Abuse

Out of the blue, what is cooking here?

Posted by Sami_Value > 2020-08-07 10:34 | Report Abuse

The Kwai Lou everyday launch campaign against Malaysia industry

Go back fly kite

Posted by Mabel > 2020-09-03 11:43 | Report Abuse

Hari Hari tengok ladang
Bila tengok bertambah sayang
Macam mana Mabel tak sayang
Harga Sawit terus terbang melayang

Posted by Mabel > 2020-09-17 22:43 | Report Abuse

Future FCPO has already breached RM 3000 around noon. However it retraces at 1500 hrs. Today 8 Mabel Plantations are GREEN while 3 are RED.

Meow

Posted by Mabel > 2020-09-17 22:44 | Report Abuse

17th September hari ini
Benar Gtrade Harga Sawit naik lagi
Perlabur Sawit pun banyak senang hati
Sudah Lima Mercedes Mabel sudah beli..

Posted by Mabel > 2020-09-18 16:17 | Report Abuse

Harga Sawit naik lagi
RM 3100 dah tentu mari
Isteri pelabur senyum senang hati
Menyanyi tak berhenti henti

Meow Meow Meow

Posted by Mabel > 2020-09-18 16:33 | Report Abuse

Hujan Emas Glove sedang bekembang
Hujan Emas Vaccine mula nak jadi
Hujan Emas Bandar Malaysia mula di sembang
Hujan Emas Sawit sudah berbunga berseri seri

Meow Meow Meow

Posted by Mabel > 2020-09-20 00:28 | Report Abuse

Next week will go up...

The KLCI is trading above the 200, 100 and below the 20, 50 day moving average. Downward bias for the Immediate term for the KLCI in a range of 1474-1600.

Next Week Focus - Plantation, Constructions, Gloves and O&G since Brents has already breaches USD 40 and is on the rise.

Hujan Emas Glove sedang terbang
Hujan Emas Vaccine mula nak jadi
Hujan Emas Bandar Malaysia mula berkembang
Hujan Emas Sawit sudah berbunga berseri seri

Falling in love with Stocks at times is like jumping off Mabel Real Estates KLCC. Her brain tells, it is not a good idea, but her dildo tells, that kind of dreams make her moist..

Meow..

Posted by James Ng > 2020-09-20 20:43 | Report Abuse

https://klse.i3investor.com/blogs/general/2020-09-20-story-h1514211890.jsp
[转贴] [Video:浅谈SIME DARBY PLANTATION BERHAD, SIMEPLT, 5285] - James的股票投资James Share Investing

Posted by Mabel > 2020-09-29 22:15 | Report Abuse

Meow Gtrade!

CPO prices has bottom out at RM2757 at up again at RM 2822s level .., price firming uptrend.

Malaysian has Become the Top Palm Oil Supplier to China (Malaysia even beat Indonesia World No 1 Palm Oil Producer)

Malaysia’s palm oil exports to China increased by 31.9% or 316,400 MT over last year to 1.31 million MT from January to June 2020, while Indonesia shipped 1.28 million MT of PO to China, decreased by 42.7% or 956,400 MT. As a result, PO market share commanded by Malaysia in China up to June this year rose from 30.7% held last year to 50.3%, and Indonesia’s share slid to 49.2% from 69.2% for the same period in comparison. Malaysia has become the top PO supplier once again since 2015.

Posted by Mabel > 2020-09-30 08:38 | Report Abuse

There are several risks factors on any Plantation earnings estimates, price target and rating. Key risks to the palm oil sector are:

(i) weather anomalies resulting in poorer-than-expected output growth -*Let's hope for a good weather the next coming 3 months*.

(ii) lower than-expected CPO price achieved – *On Target and currently CPO is Up trending*

(iii) negative policies imposed by import countries – *Positive*. The exemption of CPO export duty by the government of Malaysia till Dec 2020 will be positive for CPO exports (especially to India) and will help support CPO price which is expected to be under pressure in 3Q20 due to the anticipated stockpile build-up amid seasonal production recovery

(iv) unfriendly policies imposed by the Malaysian and Indonesian government on upstream or downstream segments – *Already factored on India’s move to restrict the importation of refined palm oil*. This will result in quicker build-up of MPOB stockpile when output recovers from 2Q20, and cap CPO price upside

(v) sharply lower crude oil prices which makes palm biodiesel demand not viable – *Brent has already breached USD 40*

(vi) weaker competing oil prices (like soybean and rapeseed- *On Target*. Alternative Oil Prices is on the rise which make Palm Oil very attractive.

Meow Meow Meow

Posted by Mabel > 2020-09-30 12:17 | Report Abuse

THE HISTORY OF MABEL PALM OIL

The Palm Oil, whose scientific name is Elaeis guineensis Jacq, originates from West Africa. It were first brought into this country by the British in the 1870’s as an ornamental plant in their gardens. However, other countries were already familiar it and its uses. Among the earliest evidences of its usage were
• Traces of my ancestors found in burial urns aged 5000 years in Abydos, Egypt
• The barter of palm oil for salt centuries ago
• A lubricant for engines and in the manufacture of candles, soap and margarine in Europe during the 19 th century.

Palm Oil started to make Malaysia its home on a large scale in the 1960’s. This started when the Malaysian Government introduced a land cultivation scheme for the purpose of planting oil palm trees.The purpose of this scheme was to eradicate poverty and raise the standard of living for the rural population. Today, palm oil grows and flourish in palm oil plantations which can be found throughout the country, from Perlis to Sabah.

Posted by Sami_Value > 2020-10-02 14:20 | Report Abuse

the white monkeys really veli veli hypocrite

force labour my aSS

denying cheaper palm oil alternative while protecting their own soy beans & rapeseeds oil industry, that one not consider force market ?

Posted by Mabel > 2020-10-09 19:23 | Report Abuse

CPO Prices for March to May was Between RM2,100 to RM2,300

From June to August CPO prices have gone up to between RM2,400 and RM2,600

SO IT IS BENEFITTING FROM CPO PRICE SURGE (AND TODAY CPO TOUCHES RM3,000 (OCTOBER 9th 2020)

Meow Meow Meow

Posted by Mabel > 2020-10-10 12:43 | Report Abuse

Plantation - Key Takeaways From Globoil's Webinar
Date: 9th October 2020

Solvent Extractors Association of India organised a webinar yesterday titled “World Price Outlook for Vegetable Oils and Meals”. There were three speakers i.e. Thomas Mielke from Oil World, Dorab Mistry from Godrej International and James Fry from LMC International. Here are the key takeaways from the webinar: -

James Fry said that rains and good palm prices would encourage better estate maintenance in Malaysia and Indonesia, leading to improved palm production in year 2021F. Rains would boost CPO supply in early-2021F and in the meantime, there would be a seasonal pick-up in production in 4Q2020. Peak palm production may be delayed by a month or two from the usual month of October or November in Malaysia.

In terms of demand, many companies in the HORECA sector (hotels, restaurants and catering) may not survive without government support. Families in low income countries may be trading down to smaller bottles of cooking oil. James Fry did not give a price forecast.

Thomas Mielke said that CPO prices may hover around US$700/tonne (RM2,905/tonne) in 1H2021. He forecasts global production of palm oil to increase by 3.5mil to 4mil tonnes in 2021F. CPO output in Indonesia is estimated to rise by 3mil tonnes in 2021F from about 43mil tonnes in 2020E. Thomas Mielke expects CPO production in Malaysia to be flat in 2021F.

He added that global soybean supply is ample currently in spite of weather-related losses in the US. He expects world soybean supply to increase by 21mil tonnes in 2020E/2021F as Brazil is envisaged to record a record output of 132.5mil tonnes (2019/2020E: 126.5mil tonnes).

Dorab Mistry believes that CPO production in Malaysia would be flat at 19.9mil tonnes in 2020E compared with market expectations of a decline. We believe that this implies that 4Q2020 production would be strong as Malaysia’s CPO output fell by 4.7% YoY in 8M2020. He did not give a production forecast for 2021F although he said that palm supply would be good.

Dorab has suggested a dynamic biodiesel mandate to the Indonesia government whereby if CPO prices exceed US$600/tonne, the biodiesel mandate would be reduced to B25 from B30. If CPO prices exceed US$700/tonne, the biodiesel mandate would be reduced further to B20. With this, the biodiesel mandate would still be implemented but at the same time, the smallholders would not be affected by the CPO export levy. Currently, Indonesia implements the B30 biodiesel mandate with subsidies from the CPO export levy of US$55/tonne.

Mabel Research House

Posted by xing > 2020-10-21 12:37 | Report Abuse

Interestingly, other FBM KLCI index-linked plantation counters also registered a solid 20% growth in their share prices, namely Sime Darby Plantation Bhd (up 23.1%), PPB Group Bhd (up 23%), Kuala Lumpur Kepong Bhd (up 22.1%) and IOI Corp Bhd (up 21.7%).

Posted by Mabel > 2020-11-05 22:41 | Report Abuse

Congrats to all Sime 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 TraderSeeds > 2020-11-17 13:24 | Report Abuse

最近做了支种植业的视频，顺手帮大家promote 一下棕油股。哈！
有时间可以去看看哦。

https://www.youtube.com/watch?v=e7Qe6TM9_9M/?sub_confirmation=1

Posted by gooners4eva > 2020-11-23 22:17 | Report Abuse

3Q avg CPO price comparison:
Sime Plantation - RM2,548
Boustead Plantation - RM2,772
FGV - RM2,646

Posted by gooners4eva > 2020-11-23 22:18 | Report Abuse

For every RM100 per tonne change in the CPO price could result in an addition or reduction of RM250mil for Sime Darby Plantation Bhd

Posted by fishchu > 2020-12-03 22:27 | Report Abuse

The plantation companies fared well in 3Q20 too, thanks to the rebound on crude palm oil prices. Genting Plantations Bhd’s quarterly profit leaped 241.8% y-o-y, Sarawak Oil Palms Bhd (138.8%), IOI Corp Bhd (86.5%) and United Plantations Bhd (58.3%). Meanwhile, both Sime Darby Plantation Bhd and FGV Holdings Bhd have turned profitable.

Posted by Keyman188 > 2020-12-06 12:22 | Report Abuse

Keyman188 still can recall...


During 2014, when CPO average price was 2780, Plantation index was around 9400 level...


But as per today, CPO average price is standing 3350, Plantation index only 7349 (as per Friday closing) level...


So any CPO expert can guide this naive Keyman188 why so much different ???...


Perhaps CPO price gradually increased but overall oil palm planter companies unable to deliver great performance results !!!......


Is it unable to justify !!!......Is it logical !!!......

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 WealthSoWonderful > 2020-12-11 13:31 | Report Abuse

For those serious mature sensible minded long term investors among y'all ... Do consider TopGlove as another egg in your basket, another arrow in your quiver, another string to your bow

Posted by WealthSoWonderful > 2020-12-11 13:32 | Report Abuse

TOPGLOVE FOR LONG TERM INVESTMENT: A QUICK PRIMER

TopGlove IPO price RM2.70 March 2001

2,000 units = RM5,400

Bonus issues:
2002 3:10 ==> 2,600 units
2003 2:5 ==> 3,640 units
2005 1:1 ==> 7,280 units
2007 2:5 ==> 10,192 units
2010 1:1 ==> 20,384 units
2016 1:1 ==> 40,768 units
2018 1:1 ==> 81,536 units
2020 2:1 ==> 244,608 units

Today 244,608 units x RM8.70/unit = RM2,128,089

Capital Appreciation = From RM5,400 to RM2,128,089 in just 19 years

This is clear solid undoubtable undeniable evidence of the awesome benefit by way of exponential growth that you get from investing long term in TopGlove

Anyways, this is not a call for buy or sell, but just sharing of some inspirational motivational confidence-building information.

Do your own due diligence

Invest at your own risk

Posted by Keyman188 > 2020-12-13 20:56 |

Post removed.Why?

Posted by Mabel > 2020-12-16 13:35 | Report Abuse

Palm oil has a 5 year cycle of long term trends of bull and bears .

2009-2014 uptrend bull run
2014-2019 bears
2020- 2025 uptrend super bull run starts.

Farewell Mr Bear, the Bull is taking over…

Meow Meow Meow

Posted by Mabel > 2020-12-16 13:42 | Report Abuse

Pekebun sawit sedang menari

Harga sawit naik lagi

Harga RM 3700 mencecah kembali

RM 4000 confirm tak lama lagi

Meow Meow Meow

Posted by Dave92 > 2020-12-30 23:14 | Report Abuse

Us banning simeplant... Sell

Posted by diuleiloumei > 2020-12-30 23:15 | Report Abuse

blood bath tomorrow
https://www.malaysiakini.com/news/557076

Posted by coolvid > 2020-12-30 23:49 | Report Abuse

https://m.malaysiakini.com/news/557072

Posted by coolvid > 2020-12-30 23:50 | Report Abuse

Gap down tomorrow

Posted by Louise4 > 2020-12-31 08:41 | Report Abuse

Shit. Limit down. No wonder EPF already ran.

Posted by coolvid > 2020-12-31 12:38 | Report Abuse

https://www.facebook.com/806874515/posts/10159041070049516/?d=n

No hope.... cut loss run first....

Posted by Eurobeater > 2020-12-31 16:38 | Report Abuse

At this rate, any plantation stock is probably in danger of being banned by the US kek