aiyoo why so good ....

Hope it’s not fantastic so that we can collect …

https://www.theedgemarkets.com/article/palm-oil-set-plunge-20-september-top-analyst-predicts

“This is just one step in the southward journey in palm oil,” Mistry said. Prices will not reach a bottom until there’s a ceasefire in Ukraine and walled-up supplies of products like sunflower oil, wheat and corn come onto the market, he said, adding prices could slump to RM2,500-3,000 when the war ends.

Other comments from Mistry:

Stockpiles in Malaysia may rise to over two million tonnes by end-August, before climbing as high as 3 million tonnes by December or January.
Demand has been “destroyed by extremely high prices”. Demand will also be hurt as the world enters a “shallow recession”.
Indian import growth may be flat as additional incentives for imports are unlikely. China’s demand will also be flat as the No. 2 importer faces a slowdown in economic growth.
----------------------------------------------------------------------------
UTDPLT hedge more than 80% more than 3500 ? thats why can sleap well with this stock unlike others

too early to jump in ..need to see till Q3 ..long term still intact hopefully will go below 13+ soon

i am not saying there will not be increat on cost of production but unlike other plantation it will be manageable ... anyway agree to disagree i have my eyes on utdplt to collect more ....

for now good not to touch any Palm Stock ...expect utdplt ...

we miss you supersinginvestor .... labor up ..utplt if you don't know they already paying minimum wage .not an issue ..., Fertilizer yes there is a impact but looking at their production cost its manageable ..lets just hope it does not go down till 2500

where is our best friend ?

Looking attractive now boleh masuk ke hehe

Support lor carlsberg 10.50 1 can okie lah

everything will be answered next QR ...chill lor

what was the average price last year ? still utdplt made profir so don't worry

KLK kena kasi turun lagi ....a good gem to be parked next few years

I also eagerly waiting for the QR

wonderfull buy buy buy ...

Had to agree with supersinginvestor ... the QR is important to see how well utdplt manage their forward selling ... but long term still intact lor ..

https://www.theedgemarkets.com/article/palm-oil-prices-weaken-rm4000-tonne-4q-says-analyst-mistry

Buy buy ...

i also wonder why need warrant for utdptl ... recently no share buy back also from them ...

Did anyone notice UTDPLT got warrant ?

buy on weekness now ... look forward for 2023 without the makmur cukai ...the profit will be amazing

carlsberg back to action ... 2023 full action

no need to curse lor ... wait till next QR alll will be answered ... waiting patiently to collect more but not anytime soon .. yet long term prospect still intact ...

supersinginvestor going to taruk us again with SWKPLNT and SIMEPLT result hahaha be prepared ..hahaha

i think the reason why people so worked up because the expectation to have share price sky rocket just because CPO price is increased ... this is the downside of utdplt so had to agree with supersinginvestor ..but its a decision one had to make when investing in utdplt ... that said its a fundamentally sound company so can i will still collect ... with its down more ..remember their tanah rata estate yet to mature and CPO will eventually will go down ...

Answer: Mr Martin Bek-Nielsen replied that as of 31 December 2021, 137,000mt equivalent to
54% of the group's production has been sold at an average price of around RM3,500/ mt. todate,
approximately 70% of the group production has been sold as we continue to sell forward in a
rising market. Our average price will therefore most likely be higher than the above year-end
figure. Our forward sales hedging activities are to secure a margin that has stabilised our
profitability over the years. From time to time, the board reviews the forward sales hedging policy.
When market prices are on the downtrend, we achieve a higher price than the market and when
the prices are on the uptrend as experienced in the last two years, we tend to underperform
against the market
---------------------------------------------------------------------------------------------------------------

Last statement explains everything and its a fact CPO can't remain as high as now for long term ,,short term pain for utdplt for sure but long term the prospect is intact .

indeed matter of time CPO price to fall ..but this is good time to accumulate for udplt ...

looks like will be back below 14 anytime soon .. then time to collect

i hate to agree with supersinginvestor ... wait and see now ... need to wait for right timing to accumulate for long term ...

pubs are full now ... risk is cukai makmur and tax issue ..can collect ... for 2023

No need to overthink lor … if no confidence on management sell lor … their hedging policy will help deliver consistent return …good or bad times ….

Nightclub opened officially sales should improve

ya lor memang not profesional lets tekan to down ... sell sell ...

buy buy 2023 divident is better than 2021 also can sleap well with utplt .... those complaining sell sell

collect close one eye after ex date ..it more at what price to buy .. hope for a knee-jerk reaction from 2morow onwards

How low it can reach this time ?

Its Friday so please support Carlsberg ya ...

wah so much interest in UTDPLT now ... which is good ... on hedging there is no right or wrong but UTDPLT management is very conservatize so highly unlikely they will change their approach since for them this was proven approach for them for a long time .
Can’t deny the profit would be more if they change their hedge policy but I am comfortable with their approach so long I get my dividend at this rate ..anyone whom not happy with their approach please grab a beer and chill down but make sure its Carlsberg .. saying that I will collect more after ex dividend price and hope it goes down more .

tlg translate please ...

can't always use P/E also the earning impacted due to Covid ... carlsberg long term good compared to HEIM .... need to wait longer ..

so many people here now ...good please buy buy while enjoying your beer ...

Divident is reduced due to capex expansion .... selling their infant nutrition ... no new product introduced ..new factory no news .. as usual due to covid will be delayed ... not much positive news ... better buy other FMCG stock..dying business

High also need to drink mah … once border opened and with their investment almost 100million sure got growth …only downsize is regulatory issue with government

Indeed this is not like Serba or FGV full of con man company run by profesional people ....with integerity

Profit After Tax 522Million record profit ..loooking forward for 2022

yes ..... ini kali lah ....

today right divident ...

One of overlooked stock now …

so nice to look at utdpt ...

The Singapore entity reported a 6.3% increase in revenue at RM561.1 million for FY21 despite the increased restrictions in dine-in capacity and re-imposition of suspension of entertainment outlets operations. Profit from operations, however, fell by 10.2% to RM58.0 million due to the higher cost of sourcing products from other Carlsberg markets
--------------------------------------------------------------
Focusing on innovation and business sustainability, Clini said “the Group has set aside capital expenditure (CapEx) of RM110 million to modernise its production facilities, which is expected to be completed by end of this year. It is a massive upgrade and the biggest investment of the Group in thirty years.
----------------------------------------------------------
Despite Tiger won ...carlsberg will rise ...why Singapore will recover and the 100million Capex .

nice result ..the tiger is back