KNM need to announce something substantial to move. A few million project will not have any impact for a PLC { my personal view }

After recent market correction. Palm is now trading at a discount vs SBO price { Rotterdam} SBO is price at US 1,990 vs US 1850 { Indonesia CPO} and US 1815 { Malaysia CPO} as at yesterday evening. Prices quoted CPO FOB Indonesia & Malaysia. Rotterdam SBO is on Ex mill basis

IPO staff{s} portion finance by the bankers. Very common for the IPO listings. Upon listing either you sell part of your entitlement allotment. Or continued paying the share financing. With Raya round the corner it makes sense for the factory hands to cash out part of the IPO profit

Part of the sold volume & quantity sold in the past 2 to 3 days {I believed} is the staff{s} IPO share allocations.

Bplant is a good dividend stock { good or bad times} their parent holdings Bstead { LTAT} needs the cash flow for their member's funds

PNB is a core investor. Next on board will be strings of institutional investor

Asked and learn what's the company product line. Technology stocks can be split into products upstream and downstream { same as plantations and O&G} counters} is it a niche player or just a plain HDD manufacturing plant

Yes. Health is also parameter for wealth. As we aged we need to Stay healthy & safe. Cheers friends

Syed Zainal is building a Dnex conglomerate for the past 2 years since his Dne
appointment to the Board.
congolemerate. He rope in CGP fund to facilitate the Silterra take-over. Next he convince Foxconn to take up a stake in DNex. Stopped the sale of Ping petroleum at the most appropriate time and indirectly enhanced DNex valuation. He is building big plans for DNex. Just wait for the forthcoming news announcement.

Fertilisers cannot be applied during the rainy period { planter's avoid & prefer not to waste the applications } Inddition fertiliser program can be halted temp for 10 - 12 months { due to unavoidable issue} without any significant impact on the trees. Smallholders are known to withhold their fertilisers for a period of more than 12- 18 months on their palms periodically { palm trees are hardly} they need only watering and sunlight { of course the fruits may be smaller} resulting in lower extractions. I have know smaller estates using loca chicken manure to replace straight fertilisers. Chicken manure is rich in NPK. Nitrogen, Phosphorus & Potassium. This is what the oil palm requires. Only drawback is workers manuring and smelly applications. Just to share my 2 sen view

Both agronomist and a planter have their own different interpretation & perspectives on field fertilisers program. If you applied straight fertilisers application you need to do 4-6 rounds. If compound fertilisers application you need to do 2 rounds per year. If mixture is applied then perhaps 3-4 rounds. The difference is pricing between straight, mixture and compound. Last and not the least the soil conditions and the tree sampling before a planter will applied the program. As a general thumb of rule. Most estates will tender out and source their fertiliser requirements 2.months before the new calender year { except for the companies that have their own in house fertilisers and chemical division} and locked in the price for the whole year or at least 1/2year going forward. Every planter need knows the cost of production. During the last 2 years { covid pandemic, harvester issue and heavy rains} have resulted the fertilisers program delayed and carried forward into the next calender year. Knowing fertiliser prices is on the uptrend. Experienced planter would have tender extra or excess quantity for the current requirement. The risk of the higher cost & higher pricing is bear by the fertiliser company. I am not an expert or an agromist but just an ordinary layman

Thomas Mielke { Oil world } POC KL conference told attendees. Adverse weather conditions has disrupted Soybean & rapeseed oil production in South America & Canada. Ukraine troubles spell disaster for sunflower oil & wheat. High energy & edible oil prices { palm oil} to stay

Biden hands are tied and push to a corner. Iranian oil vs nuclear talks are skidded. Venezuela negotiations are half baked. Saudi and Opec+ are not playing balls. Russia oils are needed by Germany & other Europeans. US oil reserve is drawing down. High energy, grains & edible oil prices hitting people bottom lines right after the current covid outbreak.

Yes. MR Zhang. No other alternatives to the supply of edible oiks under current situation. Sunflower oil disruption is going to hit hard. With the war in Ukraine whatever agri re-planting activities will be off the table. Fields damaged, ports damaged, conscription and joining army in the fight, people fleding to neighbouring countries. This is going to hit hard on the consumers. Oil prices rocket up, food grains & edible cooking oils in short supply. CPO is in a rare sweet spot

Fair comment by above analyst. Don't forget Soybean farmers will switch to wheat { with the upsurge in Wheat prices} reducing the supply of SBO in the overall world edible oil market.

Local funds & shrewd investors all eyeing oil plant counters. Focus is on pure Malaysian upstream planter's counters. Current planter's pay out rate should be higher & ride with the strong CPO price uptrend in the past 1 year. positive cash flows may indicate strong possibility of additional special dividend announcement

LTAT payout announcement of 4.1% by PM yesterday at Segamat has minimize further disposal of the Board holding of investment. Brent crude prices is forecast & expected to trend higher by snaps over the Iranian oil vs nuclear deal. Analyst {s} forecast prices to hit a new price record of US 125 per barrel from last week price high US 118 per barrel. US farmers will switch to wheat planting following the upsurge in wheat prices vs soybean. Last but not the least Indonesia curtailment of its CPO exports has also squeeze and limit the flow of cpo in the edible oil market. The Indonesia directive to producers to channel 20% of thier production to government at a subsidised price set by the Minister is an unprecedented move. This week POC conference will bring more upside to the CPO market. Just my 2 sen worth

Panic selling on Fri -fearof ukraine nuclear plant incident. Malaysia hosting POC {palm oil conference)} Mar 7 - Mar 9. More positive news flow coming

Panic over nuclear plant incident in Ukraine. Brent crude hit USD 118 and Malaysia hosting POC conference Mar 7-Mar 9
{palm oil conference} should be positive

Without disrespect to any parties. Gloves stocks was underrated & downplay by most anaylist in the initial stages. EVERY EXPERT was saying overprice and right to take profit. TG surged from initial $4.00+ { end of 2019} and surged to $28.00 { prior to thier share split & bonus} over a period of 8 - 9 months hitting thier high in August 2020. The same scenario was repeated in Supermax, Kossan, Harta. Just my 2 sen why the current stages or situation in the agro sector is entirely different from the past scenario. We are in the beginning of a super bull cycle for palm oil { borrowed the words from JP morgan}

Mr zhang is spot on his assessment. Multiple factors converging. Unlike manufacturing products
agricultural production cannot be restarted. Its take a long time to plant the crops to maturity before harvesting. No short term fixed. Any shortfall in production can only addressed in 2 - 3 years { time frame} 2022 - 2023 is Year of commodities & energy.

Ukraine & Russian exports of sunflower oils, rapeseed oils, corn & wheat all disrupted indefinetly. Oil shipments from the Blacksea accounts for 60% - 75% of world sunflower outpu & export. The port of Maruipol {Ukraine} has been damaged by Russia shelling & bombarment Oversea grains market { Dalian, Zhenghou, Chicago & Mumbai } all recorded hefty gains & uptrend for SBO, rapeseed, corn, wheat & palm oil

Possibility of a special pay out { after 4th qtr 4 sen dividend } announcement coming out. Following BPlant land sale profit book in the P&L. Just my own opinion { not a buy call}

Bstead holdings holds app. 57% of BPlant issued shares with another 12%+ under LTAT. Other institutional & Glic funds hold another 4 or 5 %. The free float of BPlant is very small. LTAT is the ultimate controlling shareholder of Bstead Holdings. The disposal of LTAT might be done thru LTAT external fund manager { similar to KWSP} which outsourced part of their portfolio. Just my personal take

This planter's bull still have legs to run. Planter's stock prices only reacted and started ascending & climbing recently { when CPO hit $5,500 - 5,800 per tonne} after JP Morgan issued a buy call. At this level hard to ignored planter's stock. Not a buy call just my own idea

Yes. Malaysia FCPO hit a new record high of $8,000 per tonne for March '22 position { following yesterday US market overnight SBO closed at 76 per IB} Dalian {China} grains all up

Datuk Wong {Ta Ann} and his team has turn around & upped SWK performance { based on their estate's cost & production figs } Datuk Wong { Ta Ann } have big plans for SWK. Look at his comments { when he acquired the SWK stake}

Trading sideway after 4-5 days of uptrend

Datuk Wong { Ta Ann} emerged as SWK substantial shareholder in 2017

Mr zhang 8.00 is my target price

Time for SWK to play catch up with SOP

Ha ha - Urusharta {CEO} kena tembak from MOF. Don't play play

Possibility of Urusharta has stopped their plantation shares disposal. Look at THP shares climbing. No more new additional announcement coming out. Swk plant may surprised the market to play catch up

Not too late move and switch to Planters { just my own opinion }

Nobody can predict the stock movement. Not 100% or neither have a crystal ball. Even giants like Lehmann Bros or Baring incorporated never anticipated or predicted what where wrong with their trading. Closer at home most if not all the IB's and trade analyst have failed to anticipate the sharp rise of CPO prices that started gaining momentum in late 2020 from $3,500 per tonne to a new historical high of breaching $7,000 per tonne mark on Thursday 2022. Looking back without naming names. Their price generally stuck between at the past trend line 2,800 to 3,800.

10 fold jump in profit. Very good result

do your own research and set your own target price. Cheers

Latest Singapore petroleum prices { after Russia & Ukraine attacks}
S$2. 42 per litre {Diesel} S$2.85 per litre{ Ron 95}, S$3.34 { Ron 98} and
S$3.51 { premium}. 1SDollar =3.10 MYR

Tab haji invested in many many non performng companies. Urusharta was entrusted by MOF to oversee & restored Tab haji financial status. Apparently a big chunk of Tab haji portfolio consist of poorly held securities. Urusharta is financing Tab haji by disposing off good viable investment to balance up the mismatch & delinquent accounts { over a period of time} And apparently Swk is one of the few performing counters that is above their investment cost. just my 2 sen! Why Urusharta is selling when all IB's are calling a super bull period for CPO plantation counters. Only Urusharta have the answer

The current Russian & Ukraine armed conflict has a deep impact on energy & grains market. Biden { did not realized the full impact of the sanctions & restriction} will hit his European allies. For a start Ukraine has now suspended their Port commercial operation's. Ukraine is one of the world's biggest supplier & exporter of wheat & sunflower oil. Whereas Europe relies 1/3 of their energy & gas supplies from Russia Republic.

American Mid West grain growing region is facing an unpredictable harsh weather which threaten their Soy & Wheat belt production. South American { Brazil & Argentina} is facing severe logistic issues. Leaving the consumer scrambling to secure supplies and paying higher and higher prices. Iran & Russian oil is being snapped up by other countries leaving European countries with a 40%jump in their energy prices.

Threat of food commodities prices going to thru the roof is real and will be felt by every one going forward the next 3-6 months. Supplies cannot be increased overnight.

SOP a strong start for this morning after yesterday jitters & shake out

Entitlement & payment date of the proposed dividend to be announced at a later date

Not many people are prepared to to do a indepth & detailed analytical study on a particular stock vs industry peers. Real assets, Real price trends and real demand.

Third interim pay out stands at 0.05 sen per share. expect a final pay out announcement coming when the board finalised SOP P& L review

Biden no match for Putin. Putin served in the KGV intelligence while Biden have no military experience plus ill health. Biden just warming his seat. NATO { Germany, France doesn't believed in US}

Biden no match for Putin. Putin served in the KGV intelligence while Biden have no military experience plus ill health. Biden just warming his seat. NATO { Germany, France doesn't believed in US}

Labour shortages may delay harvesting & longer rounds. workers will be redeploy from pruning , mainteance { pest control} or general workers to cope up with the estate harvesting work. Fruits quality indirectly may be affected { higher FFA}. In addition contract workers { sub contractors} will be employ and directed to help out at specific localities. Sub contractor have the means to bring in the extra workers if the price is right. Only the taller palms will be delayed. FFB is the golden crop

DNex is a different kind of technology counter { unlike other companies focusing only on certain products} . Business segments equally split between 4 core growth segments. Ping petroleum { oil production}, Silterra { upstream foundry wafers manufacturer}, IT platform { solutions & service provider for government} and marine engineering & subsea mainteance provider.

Without disrespect to any planter's sifu. When CPO prices surging past $ 4,000 per tonne in late Dec 2020 { FCPO } last 2 years. no experienced planter's worth its salt will cut down the tress and embark on a replanting program. Immature palms take app 30-36 months for the trees to bear fruits. Apart from the tree replanting. You need to have the nursery set up and the trees clone order from the breeder. Plus the soils rejunevated. If not done properly and if the wood chips not removed { ganderma rot may set in } the young immature palms need to be culled { a costly & time consuming affair } if under planting. certain estates management prefer to forgo under planting technique and go for the big hole technique. All this need a prolong time frame for the replanting exercise . With prices now at 6,400 per tonne { every tree stand is needed} MPOB asked to replant with the hybrid variety but at this price level. Every single tree is valuable & profitable. 30 years old so what it's bearing fruits

End April dividend announcement. Possibility rate maintain at betw 15 - 18 { after giving out special pay out} Need to hold for another 2 months