Hi guys
https://www.youtube.com/watch?v=vISLWAOCdtM
Morale of the Story
1st Little Pig is Tech stocks build by straw with frothy P/E above 50 to 100
Now FED is huffing, puffing up interest rate & BLOW on Tech the house of Straw
Gone case soon
2nd Little Pig is Common Stocks. Crash of Tech will pull down common stocks the house of sticks
3rd Little Pig built on Rock Solid Palm Oil Survived
Palm oil survided the 1997/8 Asian Financial Crisis
Palm oil did very well during the Subprime Crisis of 2008/9
BUILD YOUR HOUSE WITH STONES NOW! NOW!! NOW!!
PALM OIL!!
YES!!!
Warmest regards
Calvin Tan
Please buy or sell after doing your own due diligence
Created by calvintaneng | Nov 27, 2024
Are you overweight on large cap plantation or small caps? I need to know, thanks.
2022-02-18 06:56
@Johnzhang @calvintaneng
I have solid knowledge of the sentiment among foreign investors in plantation. A lot of them are dubious and concerned with the ESG risks. The issue is, the large increase in profits posted by these companies especially KLK was too good to ignore. Which explains the surge in volume and share price for the past 8 trading days.
2022-02-18 06:59
Ok I will do more research on small cap plantation. Will let you know soon and discuss further. Pick one that has not exploded yet and preferably with a smaller float
2022-02-18 07:14
Any plantation stocks that have better charts than Thplant and Bplant with a recognisable name? Please let me know besides Ta-ann
2022-02-18 07:15
After all low hanging fruits with best potential have gone up I got another list
Will share this 1st in Eagle Vision First Mover
2022-02-18 07:25
Ok, I don't really have time to check later. Do private message if available. We can discuss further
2022-02-18 07:31
Wallstreetrookie, I brand those blind ESG followers especially the local IBs and sovereign funds as ESG hypocrites . If those hypocrites are serious in driving changes, they should engage with the businesses or even increase their investment in these companies to exercise greater ESG influence .
Rakuten’s Vincent lau has said yesterday “while ESG concerns are increasingly relevant, the financial performance of the companies will be the primary factor driving investment decisions. Profit is still paramount. The financial picture is still the top driver “
Aun Rand in her novel Atlas Shrugged,said modern business people run their firms more to please the ethical judgment of intellectual and politicians, rather than looking at their customers and at the economic sustainability of their project.
2022-02-18 08:19
Bplant price n VWAP
18/2 : 0.96 , Vwap 0.953 , 0.925 -0.97
22/2 : 1.00 , vwap 0.994 , 0.935 - 1.04
Thplant :
22/2 : 0.895 , vwap 0.898 , 0.825 - 0.935
2022-02-23 09:53
Correctloh.....Cpo cash mkt up more than Rm 500 to more than Rm 7400 loh!
The future july up more than Rm 380 to more than Rm 6700 mah!
Very bullish price upgrade mah!
Big profit coming loh!
2022-04-25 13:12
Very Hot Loh!
Average CPO prices below:
Now July22 fut 6754
Q1 2022 6,197
Q4 2021 5,194
Q3 2021 4,466
Q2 2021 4,195
Q1 2021 3,938
Q4 2020 3,401
Q3 2020 2,783
Q2 2020 2,301
Q1 2020 2,673
Q4 2019 2,522
Q3 2019 2,053
Q2 2019 2,008
Q1 2019 2,089
2022-04-25 13:22
nasdaq collapsing
house blown away
https://edition.cnn.com/business/markets/premarkets
2022-04-26 22:37
Nasdaq crashed by over 4% to end at its worst since 2008
All kena caught by wolf of wall street Fed puffing up interest rate
Tech depending on "future cash flow" cannot stand high int rate
Sell all Klse Tech stocks on market opening and "All in Palm " for safety in house of Rock
2022-04-30 04:45
bull run to oil counters lo.... will be back to palm oil after the profit announcement
2022-05-06 09:15
Today market bearish but IBs stop (or temporary?) shorting TSH instead. Weird.
2022-05-06 10:10
Correctloh Palmoil plantation is the best way to hide mah!
U r effectively involve with food production mah!
2022-05-19 08:41
Fed turnes from QE (quantitive rasing) to QT (quantitative tightening)
Very very bad for Tech stocks
only safety left is pa oil
2022-06-04 10:25
yes
hs plant
taann
innoplant/tsh resources
bplant
all give good dividends
later Thplant, Sop, Jtiasa, simeplant, fgv, ioi corp all will also give good dividends
2022-06-04 11:39
Johnzhang
Plantation stock rally has just begun in Feb 2022. It appear to me that there is a lot more steam for this rally to continue for months. Like many other stock rallies, we may see some plantation's share price surge pass triple digit % increase. I will just lock up my plantation stocks to enjoy the once in a lifetime superb return.
GLOVE rally lasted 4 months to reach its peak (Apr 2020 to Aug 2020).
Supermax share price was around $1.63 (2/4/2020) to around $23.00 (7/8/2020), increase of 1,311%
Topglove was $6.40 (2/4/2020) to $28.00 (7/8/2020), increase of 338%
Harta was $6.80 to $21.00 , increase of 209%
STEEL rally lasted about 6 months to reach its peak(Nov 2020 to May 2021)
Anjoo share price was $0.60 (2/11/2020) to $3.10 (10/5/21), increase of 417%
SSteel was $0.42 to $1.20, increase of 186%
Melewar was $0.20 to $0.72 , increase of 260%.
2022-02-18 06:35