The Upstream producer cost is different from downstream producer

When Ffb or Cpo prices are up the cost for downstream producers go up alot due to high cost of Cpo input

However
They also sell their final product as cooking oil at a much much higher price

Eg
5 Litre cooking oil now Rm30 a bottle or Rm6 a litre

So Rm6,000 MT
Even if their overall cost is Rm2800 to Rm3000 it will still be ok for downstream if they can sell at high price as cooking oil to end consumers

Cost for Tsh and Inno were Rm1500

Now Rm2000 to Rm2200 as these are efficient producers

That bodohinvestor up to no good

Only quote Tsh got 51,000 tonnes of Cpo and purposely left out mentioning 205,000 tonnes of Ffb

This kind of person is so dishonest

Any one giving ear to him will end up a victim

Everyone

Please go check and double check all the figures

"The simple believes every word but the wise person looks well to his going"

Tsh balance sheet already given clear answers

For all serious ones who sincerely want to find out the real facts


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-22-story-h-153359913-TSH_RESOURCES_AUGUST_2024_RESULTS_A_Look_at_its_Latest_Balance_Sheet_Ca

Why want to tell lies everyday?

Not only 51,000 tonnes Cpo

Tsh also produced 205,000 tonnes of Ffb and others

Every one please see the truth

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3464560

Fcpo now Rm3,978

Good for Tsh as its cost only Rm2000 MT

Bad for Nestle as Nestle Maggee Mee and Milo use lots of palm oil


https://www.tradingview.com/symbols/MYX-FCPO1!/

Yaya

We also warned about Rapid Synergy at Rm27.90 and in defiance it went up

Then?
Then Rapid plunged down

Ya When posted on Rapid Synergy sell at Rm27.90 it even went up in defiance

So we will wait and see

Michael Dell: AI to drive data center demand up 100x over next 10 years

https://www.datacenterdynamics.com/en/news/michael-dell-ai-to-drive-data-center-demand-up-100-fold-over-next-10-years/

Michael Dell: AI to drive data center demand up 100x over next 10 years

https://www.datacenterdynamics.com/en/news/michael-dell-ai-to-drive-data-center-demand-up-100-fold-over-next-10-years/

Michael Dell: AI to drive data center demand up 100x over next 10 years

https://www.datacenterdynamics.com/en/news/michael-dell-ai-to-drive-data-center-demand-up-100-fold-over-next-10-years/

Michael Dell: AI to drive data center demand up 100x over next 10 years

https://www.datacenterdynamics.com/en/news/michael-dell-ai-to-drive-data-center-demand-up-100-fold-over-next-10-years/

https://www.datacenterdynamics.com/en/news/michael-dell-ai-to-drive-data-center-demand-up-100-fold-over-next-10-years/

Will moderate by rise of 5% to 30% construction cost due to 52% diesel price rise


DUFU better option

DUFU (7233) OVERSOLD & TOP REASONS WHY IT HAS THE MOST POTENTIAL NOW FOR UPSIDE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-30-story-h-153147341-DUFU_7233_OVERSOLD_TOP_REASONS_WHY_IT_HAS_THE_MOST_POTENTIAL_NOW_FOR_UP

Will moderate by rise of 5% to 30% construction cost due to 52% diesel price rise



DUFU better option

DUFU (7233) OVERSOLD & TOP REASONS WHY IT HAS THE MOST POTENTIAL NOW FOR UPSIDE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-30-story-h-153147341-DUFU_7233_OVERSOLD_TOP_REASONS_WHY_IT_HAS_THE_MOST_POTENTIAL_NOW_FOR_UP

Will moderate by rise of 5% to 30% construction cost due to 52% diesel price rise
Will moderate by rise of 5% to 30% construction cost due to 52% diesel price rise

So hng33

DUFU better option

DUFU (7233) OVERSOLD & TOP REASONS WHY IT HAS THE MOST POTENTIAL NOW FOR UPSIDE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-30-story-h-153147341-DUFU_7233_OVERSOLD_TOP_REASONS_WHY_IT_HAS_THE_MOST_POTENTIAL_NOW_FOR_UP



DUFU better option

DUFU (7233) OVERSOLD & TOP REASONS WHY IT HAS THE MOST POTENTIAL NOW FOR UPSIDE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-30-story-h-153147341-DUFU_7233_OVERSOLD_TOP_REASONS_WHY_IT_HAS_THE_MOST_POTENTIAL_NOW_FOR_UP

Will moderate by rise of 5% to 30% construction cost due to 52% diesel price rise



DUFU better option

DUFU (7233) OVERSOLD & TOP REASONS WHY IT HAS THE MOST POTENTIAL NOW FOR UPSIDE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-30-story-h-153147341-DUFU_7233_OVERSOLD_TOP_REASONS_WHY_IT_HAS_THE_MOST_POTENTIAL_NOW_FOR_UP

Will moderate by rise of 5% to 30% construction cost due to 52% diesel price rise

So hng33

DUFU better option

DUFU (7233) OVERSOLD & TOP REASONS WHY IT HAS THE MOST POTENTIAL NOW FOR UPSIDE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-30-story-h-153147341-DUFU_7233_OVERSOLD_TOP_REASONS_WHY_IT_HAS_THE_MOST_POTENTIAL_NOW_FOR_UP

DUFU (7233) OVERSOLD & TOP REASONS WHY IT HAS THE MOST POTENTIAL NOW FOR UPSIDE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-30-story-h-153147341-DUFU_7233_OVERSOLD_TOP_REASONS_WHY_IT_HAS_THE_MOST_POTENTIAL_NOW_FOR_UP

DUFU (7233) OVERSOLD & TOP REASONS WHY IT HAS THE MOST POTENTIAL NOW FOR UPSIDE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-30-story-h-153147341-DUFU_7233_OVERSOLD_TOP_REASONS_WHY_IT_HAS_THE_MOST_POTENTIAL_NOW_FOR_UP

DUFU (7233) OVERSOLD & TOP REASONS WHY IT HAS THE MOST POTENTIAL NOW FOR UPSIDE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-30-story-h-153147341-DUFU_7233_OVERSOLD_TOP_REASONS_WHY_IT_HAS_THE_MOST_POTENTIAL_NOW_FOR_UP

Dufu is now the best buy!

Get out now before it ends like Serba

👇

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-01-04-story-h1567003522-TOP_REASONS_WHY_SERBA_DINAMIK_IS_NOW_A_VERY_DANGEROUS_STOCK_TO_PUNT_527

Later Serba 2
Suspended 😭

Time debt 💣💣💣 is over Rm800 Millions

A WHOPPING RM880 MILLIONS TIME DEBT BOMB

Jaks is a highly geared & indebted Company
Where got dividend?
ASKING FOR HELP MAYBE

JAKS LATEST RESULTS: A LOOK INTO ITS BALANCE SHEET, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-30-story-h-153153260-JAKS_LATEST_RESULTS_A_LOOK_INTO_ITS_BALANCE_SHEET_Calvin_Tan

DO NOT KEEP A STOCK WITH IMMINENT PROFIT MARGIN CONTRACTION

NESTLE: WHY IT IS NOW TOO PRICEY AND MIGHT SEE PRICE FALL DOWN FURTHER, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-29-story-h-153175304-NESTLE_WHY_IT_IS_NOW_TOO_PRICEY_AND_MIGHT_SEE_PRICE_FALL_DOWN_FURTHER_C

NESTLE: WHY IT IS NOW TOO PRICEY AND MIGHT SEE PRICE FALL DOWN FURTHER, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-29-story-h-153175304-NESTLE_WHY_IT_IS_NOW_TOO_PRICEY_AND_MIGHT_SEE_PRICE_FALL_DOWN_FURTHER_C

Only Dumb people still want to buy Nestle AFTER they Know Diesel Price Hide

Until Govt Removed Subsidy for Diesel

Now Diesel up 52%

Every thing goes up by 5% to 30% due to Very High Cost of Lorry Transport

Cascading down to High Cost of All Things from food to clothing to transport

Ony Guy said

Before Price Rise High Toyota Hilux Full Tank was Rm180
Now is Rm250

So all consumers will eat cheaper buy cheaper clothes or buy less

So?

Sell & switch now

SOP (5126) A FANTASTIC RESULT AND A ROCK SOLID BALANCE SHEET FROM THIS PALM OIL COMPANY, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-29-story-h-153176392-SOP_5126_A_FANTASTIC_RESULT_AND_A_ROCK_SOLID_BALANCE_SHEET_FROM_THIS_PA

Until Govt Removed Subsidy for Diesel

Now Diesel up 52%

Every thing goes up by 5% to 30% due to Very High Cost of Lorry Transport

Cascading down to High Cost of All Things from food to clothing to transport

Ony Guy said

Before Price Rise High Toyota Hilux Full Tank was Rm180
Now is Rm250

So all consumers will eat cheaper buy cheaper clothes or buy less

So?

Sell & switch now

SOP (5126) A FANTASTIC RESULT AND A ROCK SOLID BALANCE SHEET FROM THIS PALM OIL COMPANY, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-29-story-h-153176392-SOP_5126_A_FANTASTIC_RESULT_AND_A_ROCK_SOLID_BALANCE_SHEET_FROM_THIS_PA

Padini was good

Good until?

Until Govt Removed Subsidy for Diesel

Now Diesel up 52%

Every thing goes up by 5% to 30% due to Very High Cost of Lorry Transport

Cascading down to High Cost of All Things from food to clothing to transport

Ony Guy said

Before Price Rise High Toyota Hilux Full Tank was Rm180
Now is Rm250

So all consumers will eat cheaper buy cheaper clothes or buy less

So?

Sell & switch now

SOP (5126) A FANTASTIC RESULT AND A ROCK SOLID BALANCE SHEET FROM THIS PALM OIL COMPANY, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-29-story-h-153176392-SOP_5126_A_FANTASTIC_RESULT_AND_A_ROCK_SOLID_BALANCE_SHEET_FROM_THIS_PA

Dawn yes

But Diesel Price rise by 52% means Cost of Construction Material going Forward will be up as high as 30%

Danger Storm Cloud Ahead

Hide in Safety Now

SOP (5126) A FANTASTIC RESULT AND A ROCK SOLID BALANCE SHEET FROM THIS PALM OIL COMPANY, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-29-story-h-153176392-SOP_5126_A_FANTASTIC_RESULT_AND_A_ROCK_SOLID_BALANCE_SHEET_FROM_THIS_PA

Yes correct

But only short term only
That is before 52% Diesel Price rise result backdated to April to June 2024 Qtr
Diesel price rise will now see Cost of Construction Material up by 5% to 30%

So if price surge take quick profits

Then Switch to Safer Stock

See

SOP (5126) A FANTASTIC RESULT AND A ROCK SOLID BALANCE SHEET FROM THIS PALM OIL COMPANY, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-29-story-h-153176392-SOP_5126_A_FANTASTIC_RESULT_AND_A_ROCK_SOLID_BALANCE_SHEET_FROM_THIS_PA

Yes
Thai Owner gave a generous support

What are you guys still waiting for?

10 sen more?

Don't waste time any more due to opportunity cost and time cost

Here

Calvin shows you SOP at Rm2.82 is Real Cheap & an opportunity to buy

SOP (5126) A FANTASTIC RESULT AND A ROCK SOLID BALANCE SHEET FROM THIS PALM OIL COMPANY, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-29-story-h-153176392-SOP_5126_A_FANTASTIC_RESULT_AND_A_ROCK_SOLID_BALANCE_SHEET_FROM_THIS_PA

Cannot lah

Lots of smuggled cheap cigarettes from Indonesia destroys all sales & value

See & Switch to SOP better

SOP (5126) A FANTASTIC RESULT AND A ROCK SOLID BALANCE SHEET FROM THIS PALM OIL COMPANY, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-29-story-h-153176392-SOP_5126_A_FANTASTIC_RESULT_AND_A_ROCK_SOLID_BALANCE_SHEET_FROM_THIS_PA

Aiyoo

Sell and Switch to SOP better

SOP (5126) A FANTASTIC RESULT AND A ROCK SOLID BALANCE SHEET FROM THIS PALM OIL COMPANY, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-29-story-h-153176392-SOP_5126_A_FANTASTIC_RESULT_AND_A_ROCK_SOLID_BALANCE_SHEET_FROM_THIS_PA

SOP (5126) A FANTASTIC RESULT AND A ROCK SOLID BALANCE SHEET FROM THIS PALM OIL COMPANY, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-29-story-h-153176392-SOP_5126_A_FANTASTIC_RESULT_AND_A_ROCK_SOLID_BALANCE_SHEET_FROM_THIS_PA

Don't worry

I bought

Also this SOP good

SOP (5126) A FANTASTIC RESULT AND A ROCK SOLID BALANCE SHEET FROM THIS PALM OIL COMPANY, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-29-story-h-153176392-SOP_5126_A_FANTASTIC_RESULT_AND_A_ROCK_SOLID_BALANCE_SHEET_FROM_THIS_PA

SOP (5126) A FANTASTIC RESULT AND A ROCK SOLID BALANCE SHEET FROM THIS PALM OIL COMPANY, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-29-story-h-153176392-SOP_5126_A_FANTASTIC_RESULT_AND_A_ROCK_SOLID_BALANCE_SHEET_FROM_THIS_PA

The Macro Picture

1) In Peninsular Diesel price up 52%
All Construction
Construction Material
Real Estate
Retail Consumer Discretionary
Retail Consumer Staples
Industrial goods
Logistic
Air & Rail & Ships which use diesel

Will also see Cost rise by 5% to 30%

Cascading down to all

As Such Stocks of Companies listed in Peninsular will See high cost which eat into overall profits

2) Trump in Power will tax all Nations Exports to USA by 10% & For China tax is 60%

As such many will be impacted as tax will impact both sales and profits

Again SOP being Palm oil will be impacted least as its Exports are to India, China, EU, Middle East (Very little to USA)

That is why we hide in the Safety of Palm Oil Stocks - Esp those which are in Sarawak/Sabah

https://www.tradingview.com/symbols/MYX-FCPO1!/.

Many things out there now uncertain

But we keep to what we know

Cpo was Rm2600 MT in year 2020/1 when we started investing into 🌴🌴🌴

Now Fcpo over Rm3900 is up 50%

Even though fertilizer and wages are also up we still see a good margin of profit

So we will be content and keep safe

better to be safe than sorry

https://www.tradingview.com/symbols/MYX-FCPO1!/.

Many things out there now uncertain

But we keep to what we know

Cpo was Rm2600 MT in year 2020/1 when we started investing into 🌴🌴🌴

Now Fcpo over Rm3900 is up 50%

Even though fertilizer and wages are also up we still see a good margin of profit

So we will be content

https://www.tradingview.com/symbols/MYX-FCPO1!/.

Many things out there now uncertain

But we keep to what we know

Cpo was Rm2600 MT in year 2020/1 when we started investing into 🌴🌴🌴

Now Fcpo over Rm3900 is up 50%

Even though fertilizer and wages are also up we still see a good margin of profit

So we will be content

https://www.tradingview.com/symbols/MYX-FCPO1!/.

Many things out there now uncertain

But we keep to what we know

Cpo was Rm2600 MT in year 2020/1 when we started investing into 🌴🌴🌴

Now Fcpo over Rm3900 is up 50%

Even though fertilizer and wages are also up we still see a good margin of profit

So we will be content

Tdm? Sell Tdm and buy Tsh


Tsh pure palm oil while Tdm got hospitality

Cpo up good for Tsh more


https://www.tradingview.com/symbols/MYX-FCPO1!/

Listen to this legendary investor

Peter Lynch
His Magellan Fund in 13 years at 29% gain beats Warren Berkshire at 25%


https://youtu.be/gH7vpd749NQ?si=b2Q1stD9BgbPqf3z

There is certainty

See

https://www.datacenterdynamics.com/en/news/

The ongoing construction of DC centers worldwide are ongoing

Demand will be there and will increase even more

So we will hold Dufu

It is ok

Nvidia is not directly related to Hdd/SSD as they use graphic cards


Look to Seagate and Western Digital better

And Data Centers must use 90% Hdd as it is the most cost effective