Rhb targetv$3.90
Kenanga target $4.1

Back to $3.71 for 100% sure!!!!

Tech can't make it.
But, tech support is far more stronger...

If drop another 50% will halve the market cap to 20b..
Anytime out of klci index

Niama! Bluechip is not the quarantee

Wah! Drop again...
Bila mahu stop?

You also must praise me at least...

But, how come I praise my sifu fortuneball but he keep on condemn me?

This is not good....

I also believe 99.9% retailers broke in jcy even sifus..

Calvin also run road to plantation...

This show fortuneball is great man

How ever, I believe fortuneball earn 100 over millions to swing jcy from 90c to 37c....no one in the erild has this skill except fortuneball

JCY is crabee stock. How to believe?
Loses money since ipo for 10 years..
Occasionally profit because even management don't know the reason.

$30 by Friday... OK bo?

Friday 25 Nov shall announce special dividend.... If not later...

Let's see how massive rerating in plantation by fund managers one by one

World largest glove top glove during the peak mania hitted $28
World largest plantation SDG during this peak shall hit $8 if not $28

Finally, fund managers bought in big big in plantation...

Rhb upgrades plantation to overweight wo!!

Blogs Headlines
RHB Investment Research Reports
Plantation - Sector Yet to Catch Up to CPO Prices; U/G to O/W

rhbinvest
Publish date: Tue, 12 Nov 2024, 10:22 AM
Upgrade to OVERWEIGHT from Neutral; Top Picks: Johor Plantations (JPG), Sarawak Oil Palms (SOP), SD Guthrie (SDG), Bumitama Agri (BAL) and London Sumatra Indonesia (LSIP). With CPO prices crossing MYR5,000/tonne amidst a blend of fundamental and speculative factors, we believe share prices have yet to catch up and are due for a rerating. Share prices are still reflecting CPO prices of <MYR4,500/tonne. We raise our CPO price assumptions and maintain our pure planter Top Picks.
CPO prices continue rising; now at >MYR5,000/tonne (+15% in last one month). We believe this run-up is due to four catalysts: i) The spike in crude oil prices (+18% in two months) due to heightened geopolitical tensions; ii) weather issues in South America resulting in slower-than-expected soybean planting progress in the initial few weeks of planting – although this has since caught up. This raised soybean oil prices 14% in the last three weeks; iii) the Thai Government’s ban on palm oil exports until year-end to try to control rising prices of cooking oil. Although Thailand is not a huge producer or exporter of palm oil, this has affected sentiment; iv) (more speculative in nature) Donald Trump’s win in the US General Elections. In the 2016 election when Trump won, soybean and PO prices rallied 17% and 28% a few months before the election. Post-election, prices rose further, by 10% and 11% to a peak of USD832/tonne and MYR3,306/tonne from end-2016 to early 2017.
Rest of 2024 to be susceptible to speculative activities… We believe prices are unlikely to decline to <MYR4,000/tonne in the near future as geopolitical risks remain very much in play, which would also keep crude oil prices elevated and speculative forces active. In addition, once Trump’s 2.0 policies are made known, prices may settle down and come off their highs.
…while fundamentals for 2025 are improving, we believe the culmination of the low output and stock levels in Indonesia in 2024, increasing biodiesel mandates in Indonesia in 2025 and tightening supplies of sunseed and rapeseed & canola in 2025, will lead to a more apparent deficit in global oils and fats in 2025. This will in turn lead to stronger prices for vegetable oil prices in 2025, with stock/usage ratio for the 17 oils & fats falling to a 15-year low of 12.4% in 2025 (vs the historical average of 13.6%).
As such, we raise our CPO price assumptions for 2024 to MYR4,100/tonne (from MYR3,900), for 2025 to MYR4,300/tonne (from MYR3,800), and for 2026 to MYR4,100/tonne (from MYR3,800). Overall, we expect prices to stay higher in 1H25, trading at MYR4,400-4,800/tonne before moderating in 2H25 to MYR4,000-4,400/tonne during the seasonal peak.
Upgrade to OVERWEIGHT. We believe with higher and more sticky prices in 2025, the sector will finally be rerated upwards. We switched our Top Picks on 11 Oct to purer planters and this strategy is maintained. With the change in CPO price assumptions, we have upgraded BAL to BUY (from Neutral). Our Top Picks are now JPG, SOP, SDG, BAL and LSIP.
Source: RHB Securities Research - 12 Nov 2024

Lagi sikit cross $30..

No pronlem..


Wait for next few days...

Wei Calvin,

Why don't you ask people here to sialang plantation??

Time to buy, you didn't invite
Time to sell, you ask people buy...??

Adui...

No wondered, fortuneball stick at JCY Dreams of hdds till xiao liao

Tmr, 37.5c...
My millions are sifu fortuneball will start to earn millions....

Wow!! 38c lo

$5.75 mari

SD Guthrie - Strategic Plans Positive for the Medium Term; BUY
Date:
2024-11-12
Firm:
RHB-OSK
Stock:
SDG
Price Target:
5.75
Price Call:
BUY
Last Price:
5.14
Upside/Downside:
+0.61 (11.87%)
Maintain BUY, with new SOP-based MYR5.75 TP from MYR5.35, 15% upside and c.2% FY25F yield. With CPO prices crossing the MYR5,000/tonne mark amidst a combination of fundamental and speculative factors, we believe share prices have yet to catch up with CPO prices. SD Guthrie may not be a pure planter but its diversification strategies are expected to boost its valuation in the medium term.
CPO prices continue rising; now at >MYR5,000/tonne (+15% in the past month). We believe this run-up is due to four catalysts: i) The spike in crude oil prices (+18% in two months) due to heightened geopolitical tensions; ii) weather issues in South America resulting in slower-than-expected soybean planting progress in the initial few weeks of planting – although this has since caught up. This raised soybean oil prices by 14% in the last three weeks; iii) the Thai Government’s ban on palm oil exports until year-end to try to control rising prices of cooking oil. Although Thailand is not a huge producer or exporter of palm oil, this has affected sentiment; iv) (more speculative in nature) Donald Trump’s win in the US General Elections. In the 2016 election when Trump won, soybean and PO prices rallied 17% and 28% a few months before the election. Post-election, prices rose further, by 10% and 11% to a peak of USD832/tonne and MYR3,306/tonne from end-2016 to early 2017.
Rest of 2024 to be susceptible to speculative activities… We believe prices are unlikely to decline to <MYR4,000/tonne in the near future as geopolitical risks remain very much in play, which would also keep crude oil prices elevated and speculative forces active. In addition, once Trump’s 2.0 policies are made known, prices may settle down and come off their highs.
…while fundamentals for 2025 are improving, we believe the culmination of the low output and stock levels in Indonesia in 2024, increasing biodiesel mandates in Indonesia in 2025, and tightening supplies of sunseed and rapeseed & canola in 2025, will lead to a more apparent deficit in global oils and fats in 2025. This will, in turn, lead to stronger vegetable oil prices in 2025, with stock/usage ratio for the 17 oils & fats falling to a 15-year low of 12.4% in 2025 (vs the historical average of 13.6%).
As such, we raise our CPO price assumptions for 2024 to MYR4,100/tonne (from MYR3,900), for 2025 to MYR4,300/tonne (from MYR3,800), and for 2026 to MYR4,100/tonne (from MYR3,800). Overall, we expect prices to stay higher in 1H25, trading at MYR4,400-4,800/tonne before moderating in 2H25 to MYR4,000-4,400/tonne during the seasonal peak. We also update earnings for new in-house forex assumptions and new export tax levies.
Maintain BUY with MYR5.75 TP, after raising our FY24F-26F earnings by 12%, 16% and 11%. Our TP includes a 0% ESG premium/discount. SDG’s diversification strategies are expected to bear fruit in the medium term, boosting earnings and its valuation.
Source: RHB Securities Research - 12 Nov 2024

Plantation full blown

Today, utdp up 90c
Tomr, SDG up 25c

The best manage plantation company flying high high high..

World best manage palm oil company - utdp toward $30
World largest palm oil company - SDG shall breaking $6

Lookin at the share price dropping 16c meaning to say DBS will not buy ammb stake

B.) Jtiasa :

1.) CAGR : 3Y 64.8 % TTM 64.8 %

2.) ROE : 12.59 %

3.) Dividend :
2020 : 0 %
2021 : 0 %
2022 : 4.83 %
2023 : 4.51 %
2024 : 5.41 %


4.) PER : 8.9

5.) FCF Yield : 19.59 %


JTIASA IS GROWING STRONGLY

Sifu fortuneball earns at least 150mils to 200mils for buy sell buy sell from 90c to 37.5c...

Briavo.. Good trader

Thumb up:)

Sifu fortuneball can earn another 5mils from 37.5c to 45c liao

Sifu ichiban..
37.5c by tmr.... Confirm...

JTIASA hits $2 then will recover every loses in decade + 100% add on earning...
Betul juga!!

OK! Get it!

Good advise of move on in jtiasa to recover every mistake or loses so far:)

$29.16 ALL TIME HIGH WEI:)

FortuneBlooming effect... 37.5c mari lo

Whole bursa in red except plantation..
If local and foriegn funds continue pump in money to make plantation counters visible..... The next theme is confirmed

Next destination - >€1.53

Up 3c to $1.30...
Break out liao la

My celebration dinner is conlanform lo

..... I am super happy also lo...
$29,$30,$31....satu satu mari lo...

Yes! Standby popcorn and book the restaurant to celebrate in next week end liao

Go back 80c, 70c......

37.5c buy
45c sell
This method win another 10x...
Each time earn 7 mils
5x success, earn 35mils

Include 100mils earn buy fortuneball from 90c to 37c..

He expected 135mils win on jcy...

This is called sifu mah!!

So, everyone rushing cash out to 37.5c support

LalisaFang

Why JCY drop so much ...? Being shorted ?

16 hours ago

BECAUSE FORTUNEBALL NEED TO BUY 37.5C THEN SELL 45C AGAIN FOR NEXT 7MILS GAIN

Yes! Agreed.