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

World is learning to live with this pandemic outbreak. China policy of zero policy is not viable. Sooner or later they need to reopen thier borders. The current omicron variant outbreak is derailing their plans

Coming 4th interim dividend paid out is 0.04 sen { Board may surprised the market with an additional unexpected special dividend announcement} for BPlant shareholders

Connemara & Balau Estate in Bangi { next to Planters Haven} beside the Highway is under BPlant too. Part of Nottingham University is sitting on the land

Straight forward answer { Ukraine need not joined NATO now} everything will remain status quo

Swk plant has gained traction and renewed vigour {after Datuk Wong } and his team of experienced planters reorganised the estates operations. Higher yield and higher efficiency & output. Datuk Wong {TaAnn} is the largest shareholder of Swkplant. Expect more upside from swk plant

Bplant sitting on a goldmine { Prai, Taiping, Johor estates}

cost of productions relates to labour, fertilisers, mainteance, cost of sales and excludes EBIT { earnings before interest and taxes} this is to reflect the actual performance of a company core operations without adding the costs of capital and taxes etc And computation of sales tax, state taxes, capital allowance for immature and new plantings & windfall tax differ between East Malaysia states and Peninsular

contra players taking a hit {T+2} from Friday high of 1.28. And yesterday market negatively and today low of 1.06. Volatility of 6% from the trading high & low chart. Should stablished in the afternoon session

Yes. Strong performance

Bplant will be their core dividend contributor fior Bstead { LTAT}

BPlant write back of thier cost impairment may be the hidden ace for a uplift in the share price. the kitchen sinking exercise resulted BPlant was hit by the write off cost and incurred a loss {a red herring on the bottom line} the price drop like a log. Strictly not a buy call just my own take. Please do your own research

Technically the chart can be either green { bullish} or red { bearish} subject to your own chart settings. Nothing is cast in stone. Whether is candlestick, doji or MACD

Strong possibility of BPlant reversing and write back the cost impairment. Kitchen sinking exercise [ Year 2018/2019 ] CPO was trading at between $2,400 per tonne to a low of $1,800 per tonne vs 2021 Year CPO price of $3,800 to a high $5,400 per tonne. Vs year 2022 current price of $5,500 - $6,000 per tonne

Whereas Sime estates are the feeder base for their downstream refineries. Current Cpo price rally good for upstream planter's but tough for those with big refineries. Their downstream operations will be stretch with margins squeeze.

Most of Bplant CPO sales are tied or lock up with buyers based on MPOB average price. Sales price will be in line with market expectations

Sarawak & Sabah labour & worker issue { harvester"s not as acute compared to their peers in Peninsula} Even Indonesia { Kalimantan} facing shortage of experienced harvester,. Most plantations rotate their workers from general work { eg. pruning work / p & d } to harvesting during peak period.

dissapointed with their price. Drop from 2.00+ til now never really recover

Tan sri syed Zainal { Group CEO } said the new photonic is a game changer for their business { add on the endless possibilities with MIMOS } the collaboration with Foxconn and CGP fund will bring additional positive growth. Not forgetting Silterra annual capacity will be increase by 20% from 8.3 million at end July 2021 to 10 million. Not a buy call but just sharing

A rare opportunity not to be missed. Buy upstream planter's with plenty upside

JP morgan said hard to ignored CPO bull cycle. Public investment upgraded planter's sector " CPO super cycle", HLB is in sync with market expectations "cpo price will remain elevated"

A truly competent & committed DNex CEO {Syed Zainal}

My own pick FGV, THp, SOP and BPlant

Hisbcus reported a 4fold increase in profit { qtr vs qtr} Dnex-ping petroleum can't be that far off. Major chips manufacturer & producer in Asia recorded 16% - 30% rise in profit generated. Silterra can't be too far off. DNEX still have the IT segment tie up with our Government

Reproduce part of TSMC news . Long term demands for customizer chips will provide robust growth momentum for chip foundry services. Eg EV applications, 5G infrastructure, HPC, loT, ADAS autonomous driving, V2X, in vehicle infotainment. Plus the increasing adoption of RISC - V open standard cannot be ignored. RISC - V market will double its size in 2022 { attracting small and medium size chip manufacturers user the RISC - V open architecture} reproduce from digitimes Asia. Looks very positive DNex { Silttera}

Rumors of a strategic foreign investment fund buying into Dnex. True or not.? the volume for DNex the past week is very very big. Keep your tickets friends

Price have to be stablished before scaling up to a higher level. steady hands win the race

Bplant acquired large tracts of Sabah land {planted estate} in 2018 and kitchen sinking exercise in 2019. Right timing during in 2018 when CPO was their lowest

SBO hit above USD 67+cent per IB { US market} and China Dalian all trending upwards

Cost of nitrate, MOP & other fertilisers have gone thru the roof not forgetting weed killer {glyphosate} all needed by farmers. Weather is not challenging but damaging as well. After past year high production circle. Plants are resting or in other words entering into a lower production end circle. CPO is especially vulnerable . why? CPO is used both as a food crop and a bio energy fuel {B20 or B30}. With oil spiralling above USD 90 per barrel { Indonesia the world biggest CPO producer} has restricted the export of CPO and channel it to the country energy sector { to reduce the country outflow of foreign exchange}. scenario of other soft commodities { corn or soybean} is also repeated in other countries { Brazil, US etc} the lower than normal stock ratio of stock vs consumption will further fuel price increases. JP morgan and other comodities analysts have all upped thier call in the agricultural sector. Not a buy call but just my own view
& personal take on the sector

Yes. The Mid-West US region { wheat belt} facing extreme dryness. If prolong will have serious planting consequences

Errata :SBO hitting 66cents per IB.

Physical CPO hit $5, 910 per tonne for spot month February position. Same goes for Dalian { China exchange} and in US { SBO } hitting 66+cents per bushel for March future delivery position

IDSS is like game of baccarat or roulette. Shorties keep betting the same position { no disrespect to any parties} glove counters was at thier peak. Supermax was trading at their all time high of 24.00 +per share TG was at $26.00 + before the share split}