Source article?

The 1mil queue scared the hell out of the operators

It’s not fair, whn FCPO go up by the same quantum, plantations stocks does not move. But whn FCPO goes down, selected plantation counters suffers sell down.

Plantation counters being attacked by Russia. Surprisingly the sell off only selected counters instead of broad basis. FBMPALMOIL down only 1.82%.

So it’s time for the donation recipient to repay the favour?

Actually if Zuraidah wanna control CPO and make it 9.3k is easy, just set DMO. Btw, anyone knows if there is DMO for Malaysia currently?

Today
https://www.theedgemarkets.com/article/zuraida-crude-palm-oil-expected-reach-rm9300-tonne

4 days ago https://www.thestar.com.my/business/business-news/2022/03/09/price-correction-seen-at-rm4000-for-cpo

Actually what is she thinking???

Its a known for sure thing that Feb production is low, under normal circumstances, for those that follows plantation counters

Feb only have 28 days vs 31 days the month before. Not to forget CNY in Feb too. And the sales of Johor land reduces 1MT per month (12MT per yr). Hence bplant is trending close to Jan production.

Orders will come in very soon, our stockpile is only enough for 1 month export. So sellers can hold n wait for higher price.

Numbers don?t lie, the stock in importing countries decreased significantly. At 1 point they will have to order. 2021 was still a pandemic year, in theory, the stock for 2022 shld increase due to opening of economy

https://mpoc.org.my/monthly-stock-comparison-2022/

https://www.theedgemarkets.com/article/cpo-stocks-output-continued-decline-february-2022-?-mpob

Affin Bank shares also they disposed

Bear in mind even Moldova oil ship also got attacked in black sees n still burning till now

No 1 dare to stock sunflower oil from Ukraine, risk is too high. I doubt the insurance and shipping will be very expensive even if got company dare enough to insure or transport the goods.

It?s nothing new

https://m.malaysiakini.com/news/613731

I suspect to curb inflation, India might further lower the import duty from 5% to 2.5%, just to stock up for Ramadan

maestro, due to price surge last week, India and other countries have hold back their purchases n using their reserves. It?s matter of time when they start to order for Ramadan.

Everyone knows it?s only Sime Darby n u go and sing in all CPO pages. Yday with ur demand destruction, today this.

The only person who panics is YOU

FURTHER Supply Disruption

Indonesia up its DMO from 20% to 30%

Meanwhile for broad Malaysia perspective, with good crude oil and CPO price, its going to be a good year for us. Border reopening on 1 Apr will cause a multiplier effect on economy. Local consumption will get a boost. Let?s see how investors response this week.

US and UK have just announced sanctions on O&G. In the coming months, due to high crude oil, Indonesia will not let loose its current policy on local consumption and biodiesel. Hence, though elevated, the current CPO price will most likely to stay due to SUPPLY DISRUPTION.

CPO price can only be lower after our economy has open up, more foreign workers to do harvesting, resulting CPO supply to increase, price to go down. This takes time, labour MOU needs to be signed between gov.

The impact of CPO price is insignificant to each persons spending unlike crude oil. And furthermore, unlike crude oil, edible oils are originally having supply disruption with or without the war due to reasons which u can read online. Its just not enough for supply to cope with demand for now. Yes, Soya and Sunflower can mature faster, but this takes time, climate change affects its production. Not to forget, unless Ukraine conflict stops immediately, else sunflower oil production will be delayed further. So its not right to say demand destruction when there is a supply disruption.

REIT is subject to 10% withholding tax on dividend

Tomorrow is last day. 10th is ex div

MPOB DG is employed by gov, they will not wanna say something grim and make rakyat more angry in times of high inflationary times.

He say, she says. Depends on each vesting interest, they will say to their advantage accordingly. Even in POC2022, these experts can?t even tell same story. So no one really knows.

maestro, they can always buy back. the elevated CPO is here to stay. Everyone can be happy

No fear, bplant is commodity

https://www.theedgemarkets.com/article/bursa-malaysia-opens-lower-fears-over-high-energy-commodity-prices

Tomorrow last day to get cum div?

US and Europe to ban Russian oil, so market selldown, despite CPO and Crude Oil up. Hence, this is a temporary situation

if profit taking, means they will buy back eventually

it can be due to a lot of reason, to pay dividend, to mitigate portfolio concentration risk etc

https://www.theedgemarkets.com/article/ltats-41-dividend-rate-2021-highest-government-leadership-changed-hands-2018-says-pm

https://www.bbc.com/news/world-europe-60636337

The cease fire collapse, Russia continue to attack despite cease fire. Lucky enough, US is seriously considering moving its Mig jets from Poland to Ukraine. Yup, with Mig, the tanks jamming at 40 miles better reverse.

May I know how much shares LTAT sold vs the turnover volume per day?

Down 1 day is keep on going down? LTAT also selling other plantation company shares too?

I don?t understand why so many ppl panic whn zap plant being attacked.

Nuclear war? If Zap plant meltdown, which country is nearest to Ukraine? Russia! This is just a game Putin to punish western on the sanctions imposed? see? Just gun zap plant a bit, market lausai like mad?

Whole Asia is down, this morning Russia shot Nuclear Power Plant. Fire had been put out, shows over

Profit taking, once weak holders flushed, it will continue the up trend