Posted by stockraider > 2021-11-07 09:49 | Report Abuse

Already Proven Bplant hold huge very valuable potential development land at very cheap plantation cost loh!

By selling less than 10% of their land....it can payoff all its loans loh!

Posted by Intrinsic99 > 2021-11-07 10:09 | Report Abuse

CPO prices expected to be lower in 2022, say market analysts (The Star - Saturday, 16 Oct 2021)

UOB Kay Hian Research maintains its “underweight” rating on the plantation sector

The research unit is keeping its CPO price forecast for 2021 and 2022 at RM3,300 and RM2,800 per tonne respectively

CPO prices may sustain at the current levels due to the continued disappointing palm oil production as yield recovery from the previous drought is taking longer than expected

It also notes that risks include rising fertiliser costs due to supply constraints. As fertiliser cost (30% of ex-mill cost) is one of the biggest components besides labour cost, the surge in fertiliser prices could lead to a cost increase of at least 15% to 20%


RHB Research also maintains its “underweight” rating on the plantation sector

It advises investors to ride the wave and look for opportunities to sell into strength, with CPO prices currently at a peak, and some strength being seen in share prices.

“The main risk to this thesis is weather abnormalitie. Share prices have, for the first time this year, started moving in tandem with CPO prices. We believe now is the time to ride the wave, and wait for a good opportunity to lock in some profits, adding that environmental, social, and governance (ESG) concerns will still impact sector valuations”


https://www.thestar.com.my/business/business-news/2021/10/16/cpo-prices-expected-to-be-lower-in-2022-say-market-analysts



What we can observe market behaviour now is most of the fund managers start to revise outlook for CPO in the upcoming season, most of experts had expected the CPO prise shall be normalised in tandem.

Fund managers strongly believe that plantation companies shall be adjusted lower heading Trailing Twelve Months (TTM), that’s why most of the research houses given underweight outlook.

This is the reason why plantation sector not so fancy like year 2020 glove sector, fund managers strongly believe that once the CPO price normalise so ASP also simultaneously adjusted lower.

One of the good example to review is glove sector, what happen for the year 2020 compare with year 2021. Once most of the fund managers revise neutral or underweight outlook, we all can see the respective sector (or respective stocks) will start decelerating.

Despite glove sector still handsomely profitable for the next few years but most of the share traders more bias to ASP will be adjusted accordingly. This scenario is same with plantation sector as well.

If we want to enjoy fancy profit from the share price margin at this moment, we need to thoroughly consider is it the right time to challenge current circumstances since market had given cognitive lesson for the past of glove sector.

If we want to enjoy dividend yield (only selective planters), it’s fine to accumulate rather than putting your funds at the banks but now not aware current share price is it wisely to enter since plantation sector bias to neutral or underweight.

Posted by Intrinsic99 > 2021-11-07 10:10 | Report Abuse

Other members also buying valuable stocks but not behave like this iddiot spammer

We all feel ridiculous nonstop posting nonstop promoting

As I said earlier, if you so confidence to wait and if you so confidence what you invest why everyday need to promote, why everyday put up so many blog, why everyday go different stocks forum keep on promoting your palm oil stocks?

This is very obvious you want to cash out your share bought and treat other members as waterfish.

In the real world, no free lunch to people unless you want to take advantage from others

I don't know why 3iii administrator didn't take any action to suspend this iddiot account to avoid further keep on spamming everyday and every way

I pegging administrator need to take proper action against this spammer

Posted by stockraider > 2021-11-07 10:18 | Report Abuse

Do not be silly lah!

Nestle, toyota and maybank doing extremely well, why R they promoting their products everyday & spending more than Rm 100m annual budget a year leh ??

Thus if the promotion of good product is viable like nestle, toyota and maybank, it should be promoted loh!

Same applies to calvin sifu should promote plantation stock mah!

Why R u so kecoh....not happy sifu calvin promoting his good plantation stock product leh ?

Posted by Intrinsic99 > Nov 7, 2021 10:10 AM | Report Abuse

Other members also buying valuable stocks but not behave like this iddiot spammer

We all feel ridiculous nonstop posting nonstop promoting

As I said earlier, if you so confidence to wait and if you so confidence what you invest why everyday need to promote, why everyday put up so many blog, why everyday go different stocks forum keep on promoting your palm oil stocks?

This is very obvious you want to cash out your share bought and treat other members as waterfish.

In the real world, no free lunch to people unless you want to take advantage from others

I don't know why 3iii administrator didn't take any action to suspend this iddiot account to avoid further keep on spamming everyday and every way

I pegging administrator need to take proper action against this spammer

Posted by MuttsInvestor > 2021-11-07 11:07 | Report Abuse

so Call "Analysis" calling at Rm2800 to 3000 for 2022. Futures COO at Rm5,000. So..... ????

Posted by MuttsInvestor > 2021-11-07 11:09 | Report Abuse

CPO futures for Jan 2022 at Rm5,000......Drop of Rm2000??? when Crude oil at Us80/-?

Posted by MuttsInvestor > 2021-11-07 11:10 | Report Abuse

Malaysia may enforced B20 diesel . and Indonesia may push for B40 diesel.

Posted by MuttsInvestor > 2021-11-07 11:11 | Report Abuse

of course US and europe are doing the same as Crude oil is so expensive....

Posted by MuttsInvestor > 2021-11-07 22:10 | Report Abuse

So FAR .... "so CALL ANALYSIS"..... Have been WRONG . LoL...