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.... Possible ,,,,

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So FAR .... "so CALL ANALYSIS"..... Have been WRONG . LoL...

of course US and europe are doing the same as Crude oil is so expensive....

Malaysia may enforced B20 diesel . and Indonesia may push for B40 diesel.

CPO futures for Jan 2022 at Rm5,000......Drop of Rm2000??? when Crude oil at Us80/-?

so Call "Analysis" calling at Rm2800 to 3000 for 2022. Futures COO at Rm5,000. So..... ????

Perhaps one should check WHY ......... Robert Kwok SOLD SCMP in 1993 ..... Check out his Memoirs. And WHY ...Jack Ma bought it . ( Although NEWS has NOTHING to do with his Business Empire )

Do Not Bet AGAINST ....... Nature . ( Be Wary )

On a MACRO scale, what the Gvon did to increse the taxes for 2022 is a "brilliant" move ( Just my 2 cents) .It strengthen the Ringgit and Allows Malaysian Exports to Maintain it Exchange "Profits". And reduce/maintain IMPORT cost as the Ringgit remains strong for many of manufacturing co here. Of course , those co paying extra taxes MAY benefit from a STRONG Ringgit. So...... Negative (Extra Taxes ) and Positive( Import cost ). Remember Indonesia with the Taxes collected from Commodities ( CPO, Coal, Minerals, etc )... Rupia expected to remain STRONG.

486 chips WILL ALWAYS consume more POWER than ARM chips !!!! ( FACT !!! ) Thus constrains of Heat affects ....... Transfer Rate , RAM speed , etc !!!!

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if previous sales agreement is Annul first. then a new S

Small / mid plantations will be okay. Cukai makmur would not apply.

both.... applies. but price of levy increased by rm500/- for both peninsula and Sabah/sawarak

Guess how MUCH Palm Oil levies and Taxes are CONTRIBUTING to the Govn COffers !!!!

Hope above would "Point" to counters worth collecting further .... LoL !!!!!!!!

The Budget seems to "help" small planters where the Cukai Makmur will NOT apply. But the Reduction of levy will offset the likely increase of fertiliser and labour cost. Big Plantations like Sime, KLK, IOI, etc ....... would likey be affected by the Cukai Makmur.

I suspect the levy increase of 2500 to 3000/3000 to 3500 , would help to offset the increase of Labour and fertilizers prices expected. So plantation Bottom line maybe maintained ???

Thanks for Analysis... Johnz !!! I suspect that with smaller business entities within Bplant .. the Cukia Makmur ( 24% to 33% ) may NOT apply to Bplant. ?????

Can experts here do a quick estimate of the Impact on Bplant ..Net Profit after TAX ?? ( Considering BOTH the above changes )

""In Budget 2022, the government plans to introduce a one-off corporate tax of 33% for any company with an income over RM100mil for the year 2022.

This tax is known as "cukai makmur" (prosperity tax). The corporate tax for income below RM100mil remains unchanged at 24%. """ ... Increased from 24% to 33% for 2022 ONLY ??

AND ...Changes to CPO levy.

"" KUALA LUMPUR (Oct 29): The government has agreed to raise the threshold value of the windfall profit levy for palm oil in Peninsula Malaysia from RM2,500 to RM3,000, said Finance Minister Tengku Datuk Seri Zafrul Tengku Abdul Aziz.

For Sabah and Sarawak, the threshold value of the levy will be raised from RM3,000 to RM3,500 and the levy rate in the two states will be aligned with the peninsula at 3% """

No Need to BAN. Just increase the EXPORT taxes for CPO. Same Effect ......

any idea who is the recipient off these. WB ? bplant itself ? raising ... 100

How about the T@P h@ckers in the W@rld from Isreal and U o S ???

About time.... TAX the RICH from GETTING RICHER ( Individuals and Companies )

https://www.timahindustri.com/ Famous in Indonesia .

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Note that the TIMAH whisky has WON 4 major awards for Whisky. NOT an EASy TASK or SKILL. Malaysian company has PUT itself as a CREDITABLE country capable of WORLD CLASS products. yet there are $%#$%@$%@$# ....... ????

If that is the case for KPREAN .... Why Not the MIDDLE EAST ? Allow IR@N , IRqQ, SYRaA, etc to have such ...Weapons of MASS destruction ? ( US wants ASIA to have a ARMS RACE )

CHINA .... May turn to RUSSIA and IRAN Crude Oil ???? CHINA ... HAS turn to RUSSIA and IRAN for RELIABLE SUPPLY of OIL. And NOT using US Dollar for Transactions.

Once ...economy get back by Nov/Dec , EPF will have less "Pressure" to raise funds for withdrawals. PLUS ... EPF contributions would increased too . Thus making FUNDS available for EPF to make investment. So ...... ?????

"""" Of 34 million tonnes of palm oil exports in 2020, 21% was in crude form. """ ,,,, or ~ 7 MILLION tonnes !!!!!! ....... Malaysia Stock Reserve is 1.5 million/month !!! ... Look at the implications.

https://www.theedgemarkets.com/article/indonesia-planning-hit-brakes-raw-commodity-exports-says-jokowi .. If Indo ... STOP exporting CPO ???? ....

IMF ... Do check your OWN country (US) ... Issues that ARE PREVENTING goods from US ports into their CITIES.

IMF ... should mind it own BUSINESS. US is in REALYY in DEEP ..... $$%@#!@# . Their Ports, trucks, rails, etc are facing HUGE ISSUES of getting Goods from their PORTS into US cities. And ... Us govn ADMITTED that these PROBLEMS will extend into 2022. ........ Think HYPER INFLATION due to these issues in the coming months.

Good Luck ...... TSMC .

Europe Better be Prepared. Now ..SYK HIGY gas and Oil prices , logistic bottlenecks , uneven economic recovery , financial constrains, etc... Good Luck...Europe.

Mana POKOK ?????

Like ... " Ghost in the Shell "... What happends if your VR is HACKED ? Your Buddy has just become your enemy as per VR ???

https://mpoc.org.my/monthly-palm-oil-trade-statistics-2021/ ... Ave CPO prices for 3Q = 4129 + 4555 + 4556 = 13,240 / 3 = 4,413.... Expecting Good Divident in Nov.

Yawn ........

Prepare for Inflation or worse .... Hyper Inflation ???

Go and see what THAILAND did for their DURAIN EXPORTS to CHINA. !!!!!!

Is JAPANU ..Picking a FIGHT with Russia ????

They don't NEED hard $$$$$$. Sent them FOOD, MEDICAL , SPARE Parts for REPAIRS of Critical Infrastructure.