Posted by calvintaneng > 2021-11-14 00:03 |

Post removed.Why?

Posted by markgold > 2021-11-14 10:44 | Report Abuse

Thanks Calvintaneng.

Posted by Anthonyloh > 2021-11-14 10:50 | Report Abuse

PALM OIL VERSUS OTHER CROPS

Land required to produce 1 ton of oil:

Palm oil = 0.25 ha
Rapeseed = 1.25 ha
Sunflower = 1.43 ha
Soybean = 2 ha

Oil palms cover only about 7% of the world’s arable land but produce 40% of its vegetable oil. Replacing palm oil with an alternative would require the cultivation of a lot more land.

#source from Bloomberg

Posted by stockraider > 2021-11-14 12:46 | Report Abuse

It obvious that palmoil already the most efficient veg oil mah!

Posted by Anthonyloh > Nov 14, 2021 10:50 AM | Report Abuse

PALM OIL VERSUS OTHER CROPS

Land required to produce 1 ton of oil:

Palm oil = 0.25 ha
Rapeseed = 1.25 ha
Sunflower = 1.43 ha
Soybean = 2 ha

Oil palms cover only about 7% of the world’s arable land but produce 40% of its vegetable oil. Replacing palm oil with an alternative would require the cultivation of a lot more land.

#source from Bloomberg

Posted by stockraider > 2021-11-14 12:49 | Report Abuse

The following write up summarize why is it palmoil stock offer the best investment & investor protection loh!

Do not listen to the good for nothing stock analyst who have vested interest loh!


Posted by calvintaneng > Nov 6, 2021 5:28 PM | Report Abuse

Intrinsic99

I have read all the argument broth forth by the Naysayer IB Bankers

None of them is true

See our Friend reply

Posted by Johnzhang > Nov 2, 2021 9:57 AM | Report Abuse

IBs and many pessimist are relentlessly worried that CPO price will fall since the day CPO reached $3,000/- in 2020. CPO reached $5,350 now! Should investors be too concerned if CPO price correct down from today's level ?
I would like to share the year's high (H) , low (L) and the simple average (Avg) from year 2008 to 2021as below :
2008. $4179 (H) , $1403 (L) , $2791 (Avg)
2009. 2887,. 1630. 2259
2010. 3782. 2386. 3084
2011. 3930. 2786. 3358
2012. 3567. 2027. 2797
2013. 2635. 2157. 2396
2014. 2917. 1933. 2425
2015. 2360. 1802. 2081

2016. 3243. 2181. 2712
2017. 3344. 2338. 2841
2018. 2555. 1718. 2137
2019. 3025. 1834. 2430
2020. 3835. 2021 2928
----------------------------------------------------
Avg. 3251. 2017. 2634
----------------------------------------------------
2021YTD 5395. 3471. 4434

2021's H is 29% higher than the highest H (2008)
2021's H is 66% higher than the avg H 2008-2019
2021's L. Is 147% higher than the lowest L (2008)
2021's L is 72% higher than the avg L 2008-2019
2021's Avg is 68% higher than the Avg 2008-2019.

Despite the above , all plantantion counters stock prices are 20-50% below the highs achieved in 2008 -2020 period . Mind boggling indeed.

So, why should there be worries if CPO price indeed correct for 10-20% next year ??
02/11/2021 9:54 AM

Stock: [TAANN]: TA ANN HOLDINGS BHD

Oct 26, 2021 3:22 PM | Report Abuse

The windfall tax is not new . It has been around since 2008.
The IBs rating for plantation sector have been like this :
When CPO $3,000 , price will fall to $2,500 , neutral rating
When CPO $3,500 , price will fall to $2,700 , neutral rating
When CPO $4,000 , price will fall to $2,800 , neutral rating
When CPO $4,500 , price will fall to $3,000 , neutral rating
When CPO $5,000, price will fall to $3,200 , neutral rating
When CPO $5,300 , price will fall to $3,300 , neutral rating
Listening to IBs will bring you to Holland !

NOTE: JOHNZHANG SAID: "LISTENING TO IBs WILL BRING YOU TO HOLLAND

(NO WONDER 90% OF THE MARKET RETAIL PLAYERS YEAR AFTER YEAR LOSING MONEY LISTENING TO IB BANKERS: 90% OF RETAIL PLAYERS LOSING MONEY DECADE AFTER DECADE LOSING MONEY LISTENING TO IB BANKERS

(BETTER WAKE UP! STOP LISTENING TO IB BANKS)


Posted by Johnzhang > Oct 8, 2021 12:50 PM | Report Abuse

I am pleased to share the projected full year (2021) EPS and the prospective PE of some of my favorite plantation counters. The Projected EPS is based on actual 1H + Q3+Q4. Q3 EPS can be estimated fairly accurately as Q3 avg CPO prices is known and production numbers are mostly available . I also make the assumption that Q4 EPS is same level as Q3 for reasons that ASP Q4 seem to be even higher and labourers for plantantion sector are coming in to maximize crop recovery. Given that Nov/Dec is usually seasonally lower crops, but the higher ASP and labour availability should be enough to offset that,
On above basis , the FY 2021 EPS and prospective PE based on yesterday closing share price as as follows:

Bplant. EPS 9.6sen , PE 7.1x
THplant. EPS 16.5sen , PE 4.4x
SOP. EPS 73.0sen. PE 5.3x
MHC. EPS 20.9sen. PE 4.5x
Cepat. EPS 13,9sen. PE 5.2x
Swkplt. EPS 48sen. PE 5.2x
Taaan. EPS 67.9sen PE 4.6x
Hsplant. EPS 23.6sen. PE 9.3X.

Historical PE for plantation counter is 15 to 25x
As such, plantation counters are seriously underappreciated by the market , especially amid poor KLSE sentiment.

Can 2021's earning be sustained in 2022?
You will be surprised!
Hope this perspective helpful for your investment decision.

Posted by stockraider > 2021-11-14 12:56 | Report Abuse

Very good analysis of calvin sifu loh!

Investment into farmland or plantation is the best defensive investment strategy now loh!

Invest now...b4 its share price rerate & shoot up mah!

U see...sifu calvin should continue to promote plantations share when there is still deep margin safety for plantation stock mah!

This is the very safest strategy mah!

No need to heed the naysayers complaining spamming mah!

Bcos naysayers had very bad ulterior motives mah!

Posted by stockraider > 2021-11-14 13:03 | Report Abuse

Remember why investing into palmoil stock is greatleh ??

Plantation land beside having huge tract of cheap land to protect us against rampant inflation, it also produce food and also provide good & safe dividend yield of 3% t0 6% pa much superior compare to fixed deposits of yield less than 2% pa.

In other words plantation is a perfect investment at the moment loh!

Posted by stockraider > 2021-11-14 13:07 | Report Abuse

If u want surefire safe & steady accumulation of wealth, stick with plantation mah!

Do not sway loh!

Posted by calvintaneng > 2021-11-14 19:43 |

Post removed.Why?

Posted by calvintaneng > 2021-11-14 23:07 | Report Abuse

See Hong Kong skyscrapers

https://www.google.com/search?sxsrf=AOaemvJLvkoR6lqeNRV-ifWm8xh08rAYgg:1636902251491&source=univ&tbm=isch&q=very+tall+building+in+hong+kong+images&fir=u4XvBW6SO1AAQM%252CTZ8wLQg2WMcsQM%252C_%253BOebScFPEvAsFWM%252CB2UxhybLohWzPM%252C_%253BZS0bsgF0-j-E1M%252CtIGcksHryooicM%252C_%253B4kDderi6TWrL6M%252CTZ8wLQg2WMcsQM%252C_%253BjVrj9zpUnrbLTM%252CveQf0w4yJkSLQM%252C_%253BbQGQmn2p0E9RfM%252Cki3IAnVGT8xhpM%252C_%253B6NYpiFZdghQUFM%252CPXjJ5FK_zWVqRM%252C_%253BQmPo9uzaNXxyMM%252CTZ8wLQg2WMcsQM%252C_%253BtqDysHgTkfas9M%252CRZuTroQw2ByLGM%252C_%253BMEe1xK45QXprwM%252CBGhSpH74WkRzcM%252C_&usg=AI4_-kQv2RL_Zw55X9RhzWrkYOhsmamyiA&sa=X&ved=2ahUKEwiRnO2JkJj0AhVBwzgGHbimDjEQ7Al6BAgHEEY&biw=2102&bih=932&dpr=0.88#imgrc=0BYu6oflK0NTWM&imgdii=JQpNhrPwJnn8BM

How impractical if only one storey building allowed?

So is putting down oil palm to promote rapeseed or canola

Posted by Intrinsic99 > 2021-11-14 23:45 | 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 desperately want to cash out your share bought and treat other members as waterfish.

Now all open your eye and see this iddiot spammer sold all MHC stock since this iddiot spammer so confidence about the palm oil sector earlier and keep on promoting to all members everywhere.


https://klse.i3investor.com/servlets/forum/600571451.jsp


I so pity members here listen to this iddiot end up you can burn you hard earned money and this iddiot laughing at you later.


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 calvintaneng > 2021-11-15 00:09 | Report Abuse

You are the one spamming while Calvin posted facts

See what is spam

What does spam mean on social media?
unsolicited messages
Spam can be defined as irrelevant or unsolicited messages sent over the Internet. These are usually sent to a large number of users for a variety of use cases such as advertising, phishing, spreading malware, etc.6 Apr 2015

Posted by calvintaneng > 2021-11-15 08:27 | Report Abuse

Result of very high canola/rapeseed oil prices in UK

See
https://www.bbc.com/news/business-58962049

Posted by value_seeker > 2021-11-15 08:29 | Report Abuse

Good buy. Buy before the big increase of plantation sector.

Posted by calvintaneng > 2021-11-15 08:33 | Report Abuse

High food inflation Price chart of USA
https://tradingeconomics.com/united-states/food-inflation

Posted by calvintaneng > 2021-11-15 08:39 | Report Abuse

SAJI 1KG COOKING OIL NOW RM6.70 (WHERE THE RM2.50 SUBSIDISED ONES GONE)

See
https://mydinexpress.my/emporium/product/saji-cooking-oil-1kg/