Posted by ooi8888 > 2021-08-28 12:54 | Report Abuse

use the big piece of land to plant musangking & black tone durians can earn even more.

Posted by calvintaneng > 2021-08-28 13:49 | Report Abuse

Yes durian will take 7 long years to see fruit.

Bud grafted takes 3 to 4 years but won't stand strong wind or else the trunk will snap.

NOW IS SUPER BULL TIME FOR PALM OIL!

BE RELEVANT

Posted by calvintaneng > 2021-08-28 14:04 | Report Abuse

Note:

It will be very expensive to buy a brownfield estate

Brownfield refers to lands already converted to palm oil with fruiting trees

Greenfield on the other hand means empty lands or virgin forest lands

That means that those currently own palm oil lands will see long term price appreciation

Posted by calvintaneng > 2021-08-28 16:22 | Report Abuse

KMLoong total Palm Oil Estates are less than 40,000 Acres

These got larger Plantation Lands

FGV

TAANN

TSH Resources

SIMEDARBY PLANT

THPLANT

BPLANT

From 200,000 Acres above.

Posted by Najib Zamry > 2021-08-28 16:41 | Report Abuse

My bet is on Taaan. Very Solid management with good dividend yield.

Posted by stockraider > 2021-08-29 12:56 | Report Abuse

Go for it

Just Buy lah!

Superb earnings growth mah!

Posted by calvintaneng > 2021-09-01 23:44 | Report Abuse

Yes Taann got exceptional earnings

Posted by s3phiroth > 2021-09-02 00:16 | Report Abuse

how come nobody likes inno? 77% of their palm tree is in prime mature and the oldest one is just 13 years hence no capex needed for replanting in next 10 years.

Posted by s3phiroth > 2021-09-02 00:19 | Report Abuse

L4Q DY is 13%

Posted by s3phiroth > 2021-09-02 00:20 | Report Abuse

u cant find any other palm oil company in klse with such a huge DY and young tree profile.

Posted by calvintaneng > 2021-09-02 20:35 | Report Abuse

InnoPrise Plant is v good

Since TSH Resources is Top 2nd holder of INNOPLANT

GO FOR TSH REOURCES!

Posted by stockraider > 2021-09-03 13:25 | Report Abuse

Why sifu calvin call on buying into plantations relentlessly are very sound investing advice loh?

Yes buy what u understand loh!

Remember 2 of the world most richest & savvy investors w.buffet & bill gates like investing in farmland now mah!

U can emulate them now too mah....!!

Thats why the 2 richest savvy investors have taken note the point of concern that palmoil & commodity price cannot going up forever like the case of glove & eventually the commodity price will also fall 1 day mah!

To address this issue or concern w.buffet & bill gates, say buy farmland & palmoil plantation, even the commodity price fall, u still have great protection on the value of cheap plantation land & farmland mah..!

If u buy into cheap land, u have both margin of safety accorded by cheap land plus prospect of reaping great profit from high palmoil price loh!

Thus u should Quickly Buy into palmoil plantation now, b4 its price shoot up mah!

Time to be a little bit more contraian in view of mkt at reasonable high level mah!

Warren buffet says inflation is definitely coming in view of low interest interest and speculative sign such as bitcoin, rubbish stock price run up sky high and unrealistic stock valuation & expectation and now raw commodities price run up mah!

Bill Gates already bought alot of farmland at low in preparation & in anticipation for the coming armmagedoom coming mah!
Why would one the world tech best richest owner switch alot of his investment into farmland, this bcos farmland or value real estate if it is bought at reasonable low price, u cannot go wrong over longterm bcos the availability of land is limited, u cannot manufacture land like bitcoin mah!

Coming back to msia the equivalent to farmland is oil plantation, u still can get it real cheap & it is paying u reasonably good dividend loh...this is the best defensive & offensive play like bill gates and warren buffet had highlighted mah!


As calvin sifu said timber is at record price & palmoil at record price surely some optimism will spillover to plantation & timber share price mah!

But this up 1 to 2 sen is chicken feed mah, why up so little leh ??

Timber & palmoil share r suffering from lack of production mah and also huge impairment losses on its assets mah & previous falling share price mah!
Thus they are jittery on recovery of palmoil & timber share loh!! They want to see actual profit b4 jump in loh!!
That means if u base on profit...as indicator that means the share price will be lagging loh!

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-09-12 10:52 | Report Abuse

Excellent article on KIM LOONG. Mr. Gooi shared his thoughts clearly.

Posted by paperplane > 2024-09-12 12:48 | Report Abuse

Kmloong is well managed, no worry to keep long term