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10 comment(s). Last comment by calvintaneng 2021-10-20 12:31
Posted by calvintaneng > 2021-10-18 23:33 | Report Abuse
Why Macquarie gave Underperformance for Sime darby Plant at Rm3.00?
Want to know the real reason why?
The Truth is this
Macquarie issued SimeDarby Plant Call Warrant to bet against Simedarby Plant
See
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3192188
THIS DIRTY MACQUARIE CANNOT BE TRUSTED
TRUST MACQUARIE? MIGHT AS WELL TRUST MONKEY TO TAKE CARE OF BANANAS!
Posted by stockraider > 2021-10-19 10:31 | Report Abuse
Investment in palmoil listed companies got many tier offensive & defensive stategy mah!
Offensive
1. benefit from high oil price reap huge profit improvement, strong cash flow generation and strong and healthy balance sheet
2. Strong dividend will be forthcoming.
3. The govt of indonesia & msia have restricted new palmoil plantation development thus limited future plantation supply in the future which is good as it will lend support to its price loh!
Defensive
1. Land has a finite supply which is a good hedge against inflation
2. Currently plantation trade at a deep undervalue thus give big margin of safety for investor loh!
3. The current of hype of ESG trend which is unsustainable....give a good sound contrarian opportunity for a very strong rebound & upside for plantation going fwd loh!
Posted by stockraider > 2021-10-19 10:35 | Report Abuse
REMEMBER THIS LOH!
"The current of hype of ESG trend which is unsustainable....give a good sound contrarian opportunity for a very strong rebound & upside for plantation going fwd loh!"
Posted by stockraider > 2021-10-19 19:19 | Report Abuse
The bread & butter is very important issue for the people....it cannot be ignore loh!
Palmoil keep the cost of living down mah!
Posted by calvintaneng > Oct 19, 2021 1:15 PM | Report Abuse
50% of Supermarket products contain palm oil like maggee Mee and all instant noodles, all types of bread including gardenia bread, all biscuit made by Hup seng, Nestle kit Kat, apollo food, Oriental food, hwatai , ofi, and all others
Shampoo, soap, hair dye, toothpaste, lipsticks, infant formula , ice cream , cakes , margerine , cooking oil, creamer, Milo, chocolate milk, many many others will disappear from supermarket shelves or use substitute oils which are more expensive by 25% to 200%>
ESG
E = Empty
S = Shelves
G = Governance
Posted by stockraider > 2021-10-20 11:45 | Report Abuse
Listen u should be bullish about plantation mah!
Now already Rm 5000 record high mah!
If u look at the CPO future, it will be above Rm 4000 until Sept 2022 loh!
That means very strong mah! Super Profit coming loh!
Anything above Rm 2500 plantation already make good reasonable profit mah!
Very strong buy loh!
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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....
firehawk
4,782 posts
Posted by firehawk > 2021-10-18 10:20 | Report Abuse
Underperform = UP !!!