Posted by calvintaneng > 2021-05-19 10:02 | Report Abuse

3 important Factors overlooked

1. Drought and super typhoons havoc for crops last year in China bread basket and India Maharastha state bread basket

This will cause huge disruption to supply

2. Joe Biden pivoting to biodisel push up sugar, corn and soybean as ethanol fuel

Philip 66 converted crude oil refinery to biodisel


3. Structural change

Good year tyres will shift from using crude oil to soybean oil as manufacture of all tyres

All these are Structural change in demand for both Soyoil and Palm oil

So see the overall picture from a higher level

Longer term palm oil will be a stable green energy source that is 100% renewable

Posted by ahbah > 2021-05-20 10:10 | Report Abuse

Korrect.

Posted by supersaiyan3 > 2021-05-20 10:41 | Report Abuse

Fair and good research.

Posted by stockraider > 2021-05-20 14:53 | Report Abuse

How can Super Cycle end so fast when we have huge liquidity, low interest rate & high inflation leh ??

The super cycle when continue as long as there is low interest rates & huge liquidity low!

Posted by pjseow > 2021-05-20 17:35 | Report Abuse

As I said earlier, the spike in palm oil price is not sustainable. The price has grown from the low of rm 1800 from mid 2019 to 5000, an almost 2.8x increase .

Posted by calvintaneng > 2021-05-20 18:51 | Report Abuse

No problem

We don't play cpo future

If Cpo can sustain above Rm3,000 for a prolonged period already good for stocks like Thplant

Thplant production cost is only Rm1,465

So at Rm3,0000 per ton Thplant is making 100%

Posted by calvintaneng > 2021-05-20 18:52 | Report Abuse

If Cpo goes above Rm3500 for a longer period will be a huge bonus

So we shall see how things unfold months still ahead

Posted by Invest_888 > 2021-05-20 21:09 | Report Abuse

High CPO price can't really help this industry. Labour shortage causes low production. Too rely on India, but India can't handle covid-19 at all.

Posted by calvintaneng > 2021-05-20 23:03 | Report Abuse

labour shortage no problem for these companies as they got palm oil plantation in Indonesia with abundant workers to harvest palm fruit

Tsh Resources

IjmPlant

Azrb

Thplant

Others

Latest news is Indonesia achieved highest export of palm oil products for April 2021 since year 2008

Can expect the result of Tsh Aug 2021 and others to improve significantly

Posted by gladiator > 2021-05-21 09:49 | Report Abuse

Look at Tsh quarter results just release is it better than previous quarter? Now tsh shares collapse I already said don't chase plantation shares is better to bottom fish steel counter. All steel counter will show better profit but not all plantation counter will show better profit.