All plantation companies will report historical record profit - Koon Yew Yin
https://klse.i3investor.com/web/blog/detail/koonyewyinblog/2024-12-13-story-h476572865-All_plantation_companies_will_report_historical_record_profit_Koon_Yew_Y

Jakarta. Chief Economic Affairs Minister, Airlangga Hartarto, confirmed that the country will officially implement the B40 biodiesel program starting January 1, 2025. The palm oil-based biodiesel is expected to reduce carbon dioxide (CO2) emissions by up to 40 million tons annually.

“We are committed to starting the B40 biodiesel program on January 1, 2025,” said Airlangga during a press conference at the Council of Palm Oil Producing Countries (CPOPC) Ministerial Meeting on Friday.

The Minister also revealed that the government has agreed to increase the national palm oil production quota to meet the B40 program’s needs.

“With the current scheme, the Palm Oil Plantation Fund Management Agency (BPDPKS) is ready to provide funding to cover the price gap between crude palm oil (CPO) and diesel fuel,” he said.

Second interim single tier dividend of 20 sen per ordinary share
Ex-Date 06 Dec 2024
Entitlement date 09 Dec 2024
Entitlement time 5:00 PM
Financial Year End 31 Dec 2024

cpo up another 100 ringgit, 5100 rm

cop price is trading around 5000 ringgit per ton. good enough

Oil World ,expects a tight global supply-demand balance. in particular , other oils ,like sunflower oil ,rapeseed oil also low in supply.
--end 2025 stocks will not be zero! . with high price in place ,demand will switch to other oil , like soyabean oil .

great changes in one day, palmoil price move up nearly 170 ringgit in a day.near by delivery month to 4900 rm, a ton.

global markets are waiting to adjust to new Trump government and his policy changes

油世界预计2024/25年度全球植物油供需紧张，价格看涨
"industrial magazine ,Oil World ,expects a tight global supply-demand balance for vegetable oils in the 2024/25
season, with prices likely to rise."
马来西亚棕榈油出口关税将从近期的8%提升至10%，关税的提高将进一步增加入口国棕榈油的进口成本

"Malaysia's palm oil export tax will increase from the recent rate of 8% to 10%. This tax hike will further raise the import costs of palm oil for importing countries."

please use CHATGPT to do any translation, very accurate

马来西亚棕榈油出口关税将从近期的8%提升至10%，关税的提高将进一步增加入口国棕榈油的进口成本。

taann ,sop , theseteo stocks also safe to invest.

油世界预计2024/25年度全球植物油供需紧张，价格看涨

RECORD-HIGH PBT CIMB Niaga
Record PBT of Rp2.2 tn in 3Q24
(+1.0% qoq) bringing 9M24 PBT of
Rp6.6 tn (+5.1% yoy) driven by quality
loan growth and enabled by better

operating efficiency, and asset quali

马来西亚种植领域的挑战与蜕变，盘点10家净现金高股息种植股
https://www.youtube.com/watch?v=xRbqqu7A1fU

棕榈油创新高原因，主要是受主产区产量下滑，以及两大主产国的政策调整支撑，这其中印尼重申2025年1月开始执行B40政策，以及马来西亚11月将开始调整棕榈油关税等措施，这些因素对棕榈油价格走势影响比较深远。

Indonesia to implement B40 palm oil biodiesel on Jan 1, 2025, official says

JAKARTA: Indonesia plans to implement biodiesel containing a mandatory 40% blend of palm oil-based fuel from Jan. 1 next year, senior energy ministry official Eniya Listiani Dewi said on Thursday.

Indonesia currently has a 35% mandatory blend for palm oil-based biodiesel, known as B35.

The government had previously flagged a plan to increase the biodiesel blend to 40% next year, without specifying a start date.

"There is no issue in terms of supply volume and other aspects, so we are ready for a mandatory (implementation)," Eniya told Reuters.

When implemented, the B40 mandate could increase biodiesel consumption to up to 16 million kilolitres (KL) next year from a forecast of 13 million KL this year, the energy ministry has estimated. - Reuters

Decoding the windfall profit levy conundrum in the palm oil industry
https://theedgemalaysia.com/node/728564

national budget tomorrow

sour grapes phenomenon

2024-10-15 CIMB
CIMB GROUP HOLDINGS BERHAD
8.15 target price 9.10 +0.95 (11.66%) BUY AmInvest

CIMB GROUP HOLDINGS BERHAD
8.15
target price 9.25 +1.10 (13.50%) BUY RHB-OSK

PBB ,1 share splitted in 5 shares, months ago, given today price, the original price accordingly ,was more then 22 ringgit.

in the past, young adults ,during the free, spare time ,take cigarette. and smoke, now the habit has change, all turn to hand phone for youtube ,tiktok ,etc ,for short videos shows, games or others. BAT out dated

there are two main pillars for CIMB growth. one in malaysia ,one in the indonesia in the past indonesia side was not performing well as the country was poor, with massive unemplyment . Recently ,the economic scenario has changed, the global supply chain ,move to south east asia, for indonesia,the GDP improve to 5% for past few years, the economy begin to take off, CIMB -niaga ,profit figure is largely improving and breaks new record.

big and huge funds are collecting the stock, strategy is to buy low , .understandable

冷眼先生，认知有缺点，不掌握国际地缘政治和宏观大经济。

八九十年代超级大牛市，乍然变熊市。经济道理是资金，热钱，流去初期开放的中国。
现在，是资金，热钱，大量流出中国，全部撤离，一部分，走向东南亚。

典型反智主义。股市有其经济规律的，虽然有点复杂。问题是要被掌握。

this banking stock not suitable for short term speculators or day traders

where is the falling knife, it seems no where to be found.

with gdp at 5.9 % growth for malaysia, and Indonesia gdp figure at 5 %, both cimb,and cimb niaga, earning will continue to grow.

economic cycle, which fluctuates

buy low sell high , it is the name of the game

best buy, target price 10+ ringgit

Sunway to buy Taman Taynton land for RM320m for mixed development
https://theedgemalaysia.com/node/728798

With RM85.4 billion in foreign investments secured in the first half of 2024 alone, what's
so interesting for Malaysia.?

ringgit has strengthen quite a lot ,that disturbs market sentiment ,stocks become more costly for foreigners and investment funds.

猫腻严重

有猫腻。死定了

testing 8.00 rm

Malaysia's 2Q economic growth at 5.9%, faster than expected
https://theedgemalaysia.com/node/723038

"1997, Malaysia’s GDP growth 7.3%" . -was due to Mahathir bubble economy ,many white elephant projects ,while current state of economy is more solid

Q2 GDP Growth to Surpass 6%
https://www.youtube.com/watch?v=wFZi8CtyKKc

CIMB Niaga first half year reports A profit as 4.4 trillians Rp, while Maybank Indonesia Records PBT 1.157 trillio
ns Rp

@nickweichung，maybank indo is no match to CIMB Niaga, in term of profit .

solid fundamentals at work. giving the drive of momentum.

relax ,no middle east war. just some executions

see the way it goes, take few days to touches 8.00 ringgit.

cimb is testing new high. target rm 8.00

IJM Land’s Nova landed homes in Seremban 2 garners 70% take-up
https://theedgemalaysia.com/node/719526

樸直！成都！8連跌！樓價腰斬！HONG LEONG BANK has a branch over there