agreed. El Nino has hurt production. Malaysia, Indonesia ( Kalimantan , South Sumatra & Riau ). Look at Coconut Oil jump > RM 5,400 ( PKO also follow ). CPO above > RM 2700. timing is important. Plantations counters still not in the play yet. Need to be patient. This is my view. Happy Trading
Posted by Jonathan Keung > Apr 5, 2016 09:00 AM | Report Abuse
agreed. El Nino has hurt production. Malaysia, Indonesia ( Kalimantan , South Sumatra & Riau ). Look at Coconut Oil jump > RM 5,400 ( PKO also follow ). CPO above > RM 2700. timing is important. Plantations counters still not in the play yet. Need to be patient. This is my view. Happy Trading
YOU ARE ABSOLUTELY CORRECT!!!
WE ARE AT THE VERY BEGINNING OF A SUPER NEW TREND
A NEW SUPER BOOM IN CPO DUE TO MONSTER OR GODZILLA EL NINO!
Calvintaneng, lower supply push up price. Did you analyse which company is able to keep its production to reap the benefits or high CPO price? A company can't gain from high CPO price if its production is hurt in the process.
Shaun,
I have many things to post. But I am really tired.
I have most of the Plantation Stocks 10 Year Performance with me as I look into the STOCK PERFORMANCE GUIDE By Dynaquest
OK I will Only Post EPS (Earnings Per Share)
KWANTAS CORP
Year................EPS 2005................12.2 sen 2006................5.8 sen 2007................25.0 sen 2008................48.4 sen 2009................-22.7 sen 2010................1.4 sen 2011................27.3 sen 2012................11.7 sen 2013................13.4 sen 2014................20.3 sen 2015.................-9.4 sen
As you can SEE
El Nino Years are
2007 when EPS is at 25.0 sen
2008 when EPS peaked as a high of 48.4 sen
Again El Nino year in 2011 EPS is a high of 27.3 sen
SO IN EL NINO YEARS WHEN FFB ARE LESS
PROFITS EXPLODED UPWARD
SO BY THESE CORRESPONDING EL NINO YEARS OF 2016, 2017 & 2018
EARNINGS OF ALL PALM OIL COMPANIES WILL
ALL GO UP TOGETHER!
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Posted by buddyinvest > 2016-04-04 22:20 | Report Abuse
Calvin, I just came back from Puteri harbour. What,s your view on uem?
I whacked mkh-Wb today.