Price Target Analysis: RSAWIT (5113)

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-12-story-h-157019176-WHOLE_WORLD_PALM_OIL_IN_BULL_RUN_WHEN_WILL_MALAYSIA_RESEARCH_HOUSES_UPG

Cpo over Rm3800 to Rm4200

cost of Cpo production Rm2000

gross profit 80% to 90%

whole world Palm oil up

only in Malaysia down due to IB banks in cahoot with media suppress

on the other hand others with little or not much earning hot stocks are pushed up by IB banks to trap unwary gamblers

like this

the entire place is filled with man made artificial lighting

one palm oil like little candles with true 🔥

but palm oil light is eclipsed by fake shining artificial light

now all these artificial light will be extinguished by market implosion and collapse

after all artificial light of pump up rubbish stock no more

then they will see Palm oil shine and shine

like little candles in a dark night shining brightly

so after everything collapsed

only then they will see

palm oil

got real solid earnings

real solid balance sheet

real solid dividends

by then all holding palm oil will be

happy happy happy 😊😊😊😁😁😁

2024-08-05 13:24

1b) RSAWIT (COMPANY FOUNDERS/DIRECTORS

MR TIONG CHIONG IE
31-May-2024
Acquired
1,000,000
0.225
MR TIONG CHIONG IE
18-Apr-2024
Acquired
500,000
0.245
MR WONG ING SENG
09-Apr-2024
Acquired
255,000
0.270
MR TIONG CHIONG IE
22-Mar-2024
Acquired
500,000
0.230
MR TIONG CHIONG IE
21-Mar-2024
Acquired
435,000
0.230

Thanks Calvin...

Finally some nice Uncle and Auties match Mabel's queue at 23 sen and 22 sen..

What do you think is the target price for Rsawit Calvin?

To Our Success !

Meow Meow Meow

2024-08-05 19:12

https://www.theedgesingapore.com/capital/brokers-calls/citi-downgrades-dbs-ocbc-uob-sell-first-signs-us-contraction-emerge.

They ask for a sell on Spore banks

Malaysian banks fare no better

Last safety is palm oil left

If want to put cash in bank

Please limit to Rm250,000 in a single name acc
Above rm250k not insured

2024-08-05 21:33

TALAM SOLD LAND AND MADE 67.8%

ONCE RSAWIT SELL LUNDU LAND?

CAN EXPECT 300% TO 800% PROFIT

RSAWIT IS A MUST IN ALL PORTFOLIO

Talam Assets are Prime Lands

TALAM (2259) SELLING ASSET TO UNLOCK CASH PLUS RM26.6 MILLION PROFIT (ASSET PLAY IN MOTION) Calvin
Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-05-story-h-155111623-TALAM_2259_SELLING_ASSET_TO_UNLOCK_CASH_PLUS_RM30_MILLION_PROFIT_ASSET_

2024-08-05 22:28

Mikecyc

Post removed.Why?

2024-08-06 07:19

densim

Rsawit will not move unless it shows consistent Nett Profits

2 months ago

haha now it's already 23.5 sen...so nice

2 months ago

RISE OF DIESEL PRICE BY 52% CAUSED PROPERTY, CONSTRUCTION AND OTHERS CUT INTO THEIR PROFITS, BETTER BUY EAST MALAYSIA OIL PALM STOCKS DUE TO NO DIESEL PRICE SPIKE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-16-story-h-154165970-RISE_OF_DIESEL_PRICE_BY_52_CAUSED_PROPERTY_CONSTRUCTION_AND_OTHERS_CUT_

RSAWIT WILL BENEFIT

2 months ago

prudentinvestor

Funny, if RSawit is benefitting from the diesel price rise, its share price should go up and not come down. It defies logic.

2 months ago

Malaysian palm oil exports and inventory levels in July surpassed market expectations, with robust exports contributing to a reduction in stockpiles. Exports surged by 39.9% month-on-month. This increase was primarily due to higher orders from key importing countries, such as India and China, for July shipments. Palm oil production has resumed its upward trend, rising 14.0% month-on-month in July to 1.84 million tonnes, signaling the onset of the seasonal high-production phase.

Kenanga also maintains a Neutral outlook with a strong upside catalysts, such as CPO prices surging to trade between RM4,000 - RM4,500

Let’s look at the general gross profit for Crude Palm Oil (CPO) in Malaysia and Indonesia.

Malaysia
Gross Profit: The gross profit for Malaysian CPO producers can vary, but it generally ranges from RM 1,500 to RM 2,000 per tonne. This is based on production costs of around RM 2,000 per tonne and average CPO prices ranging from RM 3,500 to RM 4,000 per tonne.

Indonesia
Gross Profit: Indonesian CPO producers typically enjoy higher gross profits due to lower production costs. The gross profit generally ranges from USD 400 to USD 600 per tonne. This is based on production costs of around USD 300 per tonne and average CPO prices ranging from USD 700 to USD 900 per tonne.

As you can see the Indonesian Farmers are happily dancing while the Malaysian Farmers will need to monitor their production cost with the 52% increase in Diesel Price in Peninsular Malaysia. Hopefully the volume in revenue can cover this cost.

2 months ago

Moving forward…

Time for our plantation to break new frontiers to cover these 52% increase in Production cost. Beside CPO, Plantations can be potentially significant renewable energy players in mid to long to long term. Palm oil wastes to energy, vast landbank for solar energy, CPO for biodiesel like B20 and B60 etc ,

2 months ago

please do think very carefully

see two macro picture

1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till

others

2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all

a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%

that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

2 months ago

A LOOK AT LATEST RSAWIT RESULTS SHOW IMPROVEMENTS LIKE JTIASA, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-28-story-h-153207016-A_LOOK_AT_LATEST_RSAWIT_RESULTS_SHOW_IMPROVEMENTS_LIKE_JTIASA_Calvin_Ta

2 months ago

shawn88

Qr good? No goreng too

2 months ago

https://www.tradingview.com/symbols/MYX-FCPO1!/.

Many things out there now uncertain

But we keep to what we know

Cpo was Rm2600 MT in year 2020/1 when we started investing into 🌴🌴🌴

Now Fcpo over Rm3900 is up 50%

Even though fertilizer and wages are also up we still see a good margin of profit

So we will be content

2 months ago

https://thediplomat.com/2024/09/indonesias-biodiesel-push-poses-risks-to-palm-oil-supply-chain/

1 month ago

B50 will take up 18 million tonnes out of 48 million Tonnes of Cpo produced in Indonesia or 37.5%

Plus many more lands already see palm oil cut down

1. Over 1,500 acres in Kulai Young Estate sold by Bplant to Ytl power for Data Center (all these oil palms are cut down to make way for Data Center

2. In Bulugan Indonesia out of 33,000 acres 20,000 acres were sold and oil palms cut down to do greentech industrial park

3. In Kedah Ltat sold 1,200 acres palm oil to be converted to Kulim High Tech Park

4. In Selangor /N Sembilan Over 500 acres Boustead took from Bplant to do New Township

Also Jcorp after taking Kulim private hived of 15,000 acres of oil palm in Pengerang to build New Townships

Tmakmur taken private to expand Kota Sas Township in Pahang

Scientex has converted tens of thousands of palm oil in Kedah, Johor and other places to New Townships

And Many many thousands of acres more every where in Kedah, Penang Mainland, Selangor, Cyberjaya and now Johor have seen Mushrooming Data Centers replacing oil palms acre by acre: State by State and now Sarawak also going to build Data Centers and with RE (renewable energy) lots of palm oil lands will turn into solar farm

Where got enough palm oil?

World population continues to increase so demand is fixed with supply dwindling Cpo prices can only go higher and higher

SO THERE IS A LONG TERM STRUCTURAL UPTREND FOR CPO PRICES

1 month ago

https://e.vnexpress.net/news/business/money/land-worth-much-more-than-university-degree-4790144.html

this is a good example of landbank appreciation

prices of Assets can rise faster and overtake earnings

1 month ago

shawn88

not moving even fcpo above 4000

3 weeks ago

cornered stock. crawling up or down 0.005 lol

3 weeks ago

Cpo future over 4k till Jan26 and rsawit still locked. Nov&Dec 24 over 4.5k

1 week ago

finally moved a tad

1 week ago

3 main points (fools cannot see)

1. Rsawit sold two plots of land for Rm165 millions and cash received by July 2024

to be reported with Rm77 Millions as profit by Nov 2024 results

2. from asset disposal is a cash profit of 3.77 sen not including operating profit

3. since last 3 months Ffb have increased the operating profits will add to 3.77 sen of assets sale profit

4. CEO in anticipation of upcoming good results have added another 1 million Tsh shares at 25 sen

investing has got to do with the future and not bothering with past underperformance

1 week ago

keatseongUOB

I follow you mr Calvin

1 week ago

whats the TP near term Calvin?

1 week ago

CPO is over 4k for whole of yr 2025

1 week ago

WilburR2

I no good at short term forcasting

just hold till 60 sen

then Rm1.00

how long ?

I also cannot tell

but we will reach there sooner or later

1 week ago

i thought 30 sen near term TP.

1 week ago

Short fall in CPO production in Indonesia driving up cpo prices

1 week ago

this rsawit will continue to crawl 0.005 up down

1 week ago

supermanhitam

wowo so many buy today , i must buy

1 week ago

now crawl back down.

6 days ago

NonameAS

Take profit first. Come back again. Cheers

6 days ago

NOVEMBER FCPO FUTURE NOW RM4,800! Why Calvin Tan say prices are sustainable above Rm4,000 Plus Buy Palm Oil Upstream Players, By Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-10-31-story-h472881475-NOVEMBER_FCPO_FUTURE_NOW_RM4_800_Why_Calvin_Tan_say_prices_are_sustainab

4 days ago

nice 4810

3 days ago

https://vt.tiktok.com/ZSjjyJjjA/

3 days ago

cpo nov 490 will it break 500?

3 days ago

5000 i mean

3 days ago

pinetree88

Got in at $0.265 at closing. Bet on up move next wk.

3 days ago