4 people like this.
9 comment(s). Last comment by calvintaneng 2021-06-22 14:07
Reichwerden
117 posts
Posted by Reichwerden > 2021-06-21 01:12 | Report Abuse
CPO PRICE DROP8 > 20%
calvintaneng
56,242 posts
Posted by calvintaneng > 2021-06-21 06:03 | Report Abuse
Cpo went up from Rm2,000 per ton to Rm4,800 per ton. Now only retracing Thplant's palm oil lands are concentrated in Trengganu Pahang Johor Sabah, Sarawak and Kalimantan Pahang and Trengganu are along the Ecrl route while Sarawak and SABAH are along the Pan Borneo Highway So these highways will unlock value all along it's routes And being a larger size palm oil owner there is economy of scale Thplant cost of Cpo production is only Rm1,465 per ton. Thplant also got its own palm oil mills At Rm2,500 it is making 70% percent gross profit At Rm3,000 it is making 100% At Rm3,500 it will be excellent At Rm4,000 it will be fantastic All these good factors have come into play more than 6 months already but not yet reflected in Thplant share price as yet. So Thplant is a real bargain now with all it's hidden potential so apparent now for anyone to have missed
Posted by calvintaneng > 2021-06-21 06:23 | Report Abuse
Thplant owns a total of 6 palm oil mills. Plus it has very long term strategic investments in 3,830 acres of Teak wood planted in SABAH
Thomas Chan Yeu Wai
84 posts
Posted by Thomas Chan Yeu Wai > 2021-06-21 12:03 | Report Abuse
nice analysis sifu calvin.
Posted by calvintaneng > 2021-06-21 19:45 | Report Abuse
TYVM Thomas I see you also bullish on Taann which is also a great defensive stock KEEP VERY SAFE FOR NOW!
Posted by calvintaneng > 2021-06-22 13:54 | Report Abuse
Soybean oil in dalian holding above Usd60 gives support to fcpo at Rm3,490 Since Thplant cost of cpo production only Rm1,465 the more than 100% gross profit is superb
Posted by calvintaneng > 2021-06-22 14:02 | Report Abuse
Rm3,490 - Rm1,465 = Rm2,025 gross profit per ton Last time Cpo price was Rm2,000 per ton Now is Cpo profit is Rm2,025 per ton How could I miss?
Lukey_Greek
308 posts
Posted by Lukey_Greek > 2021-06-22 14:06 | Report Abuse
Go study more of last quarter profit composition. Dont mislead the investors & got a potential surprise -ve profit for the coming quarter due to fair value loss.
Posted by calvintaneng > 2021-06-22 14:07 | Report Abuse
Since Thplant cost of cpo production is only Rm1,465 Cpo at Rm2,500 will yield more than 70% gross profit and more than enough to cover sukuk loan plus a profit If Cpo at Rm3,000 will be good Cpo at Rm3,500 will be great Cpo at Rm4,000 will be fantastic
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Stock
Score
YTLPOWR
YTL POWER INTERNATIONAL BHD
1000
CAPITALA
CAPITAL A BERHAD
981
GENTING
GENTING BHD
924
MAYBANK
MALAYAN BANKING BHD
911
TENAGA
TENAGA NASIONAL BHD
844
TOPGLOV
TOP GLOVE CORPORATION BHD
756
SAPNRG
SAPURA ENERGY BERHAD
717
BAUTO
BERMAZ AUTO BERHAD
620
9
GENM
GENTING MALAYSIA BERHAD
613
10
PBBANK
PUBLIC BANK BHD
592
Stock Name
Last
Change
Volume
HSI-PWBB
0.04
-0.015
157,644,300
HSI-PWBA
0.145
-0.045
130,615,500
HSI-CYH
0.395
+0.14
119,706,800
HSI-HZI
111,316,800
0.865
81,498,000
OCR
0.035
-0.01
71,517,800
HSI-CYC
0.69
+0.155
59,336,600
ARMADA
0.50
+0.02
54,690,000
HENGYUANC53
0.055
+0.035
46,870,700
BPURI
0.36
-0.005
42,968,900
HENGYUAN
2.90
+0.55
15,516,900
HTPADU
4.10
+0.45
5,450,000
HSTECH-C14
1.53
+0.35
10,100
AYER
7.35
7,800
HSI-CXI
1.65
+0.29
27,700
HSI-CYG
0.945
+0.24
207,100
HSI-CYN
1.28
+0.23
29,000
DAYANG
2.45
+0.22
10,208,700
HSI-CXB
1.32
131,500
HSI-CYU
1.23
7,700
NESTLE
105.00
-0.40
57,600
PERTAMA
0.785
-0.335
1,098,900
MPI
26.30
-0.28
114,200
PPB
14.40
-0.24
508,700
ORIENT
6.61
-0.23
1,225,800
MAXIS
3.65
-0.22
8,030,200
HSI-CY9
1.27
-0.21
1,300
SUNMOW-WA
0.20
200
KLK
20.90
-0.20
685,900
F&N
31.80
182,000
Time
Signal
Duration
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Reichwerden
117 posts
Posted by Reichwerden > 2021-06-21 01:12 | Report Abuse
CPO PRICE DROP8 > 20%