8 people like this.

40 comment(s). Last comment by calvintaneng 2022-03-28 22:42

calvintaneng

56,898 posts

Posted by calvintaneng > 2022-03-26 13:39 |

Post removed.Why?

Posted by AlsvinChangan > 2022-03-26 13:49 | Report Abuse

singaore analyst only bullish on SGX listed world biggest Indo palm plantation

calvintaneng

56,898 posts

Posted by calvintaneng > 2022-03-26 13:59 |

Post removed.Why?

calvintaneng

56,898 posts

Posted by calvintaneng > 2022-03-26 14:02 |

Post removed.Why?

enning22

2,935 posts

Posted by enning22 > 2022-03-26 14:10 | Report Abuse

it is wrong to say malaysian investors are not bullish on plantation stocks, but many prefered to buy lower priced companies ,like fgv, jtiasa,sime plant , boustead plant etc, even TDM. for example among these people is kyy. But alas, kyy listed those low priceD stocks ,But we see these to be mismanaged ,and give low monthly FFB ,cpo production. Still may be , If lower risk ,while luckier and can be more profitable.

smartly

6,442 posts

Posted by smartly > 2022-03-26 14:28 | Report Abuse

ah calvin,
goldenagri i whack 99 liao.....can up 60sen ?

calvintaneng

56,898 posts

Posted by calvintaneng > 2022-03-26 14:32 | Report Abuse

Smartly

goldenagri can be like Bplant, Thplant and Jtiasa expected to reach peak bull at Rm3.00

if Rm3.00 it would mean goldenagri will reach S$1.00

Not immediately of course.

It will take time

and time is the investor's best friend in a bull uptrend

calvintaneng

56,898 posts

Posted by calvintaneng > 2022-03-26 14:52 |

Post removed.Why?

calvintaneng

56,898 posts

Posted by calvintaneng > 2022-03-26 15:16 |

Post removed.Why?

enning22

2,935 posts

Posted by enning22 > 2022-03-26 15:23 | Report Abuse

they see many trees, so can't see the woods. other reason could be the war between ukrain/russia could keep investors wary.

calvintaneng

56,898 posts

Posted by calvintaneng > 2022-03-26 15:36 |

Post removed.Why?

BLee

899 posts

Posted by BLee > 2022-03-26 16:04 | Report Abuse

Uncle @calvintaneng, since you asked why, let me give my humble opinion.

1.Palm oil retails very much control in Malaysia as the price can be as low as RM2.50 for a packet of 1 litre. CSR, how to make money?

2. Land is still cheap in the outskirts of Cities, especially agricultural land.

3. Labours are still an issue for plantation, one of the reasons for shifting investment to our neighbouring countries.

4. Palm oil output cannot be increased so easily as tree maturity takes time.

5. Palm oil (margarine) is an alternative to Butter or other products due to pricing. If pricing is the same, there is no more an advantage..

I am NOT against Palm oil as there are many more advantageous which I am not discounting, you have my support.

Thankyou for your efforts..

Sslee

7,017 posts

Posted by Sslee > 2022-03-26 16:36 | Report Abuse

Who is actually subsidized retail cooking oil and your pump price at petrol station for diesel and petrol?

Wizman

58 posts

Posted by Wizman > 2022-03-26 18:00 | Report Abuse

Bro calvin, u are indeed passionate in research palm oil industry & writing good info on palm oil, better than those lousy IB analysts & media. You are 'Guru of Palm Oil'. Keep it up the good work! I agreed with u that Palm Oil Super-Bull-Run 2022-2023 [CPO 6,000-8,000 or more]. I believe this round Palm Oil Super-Bull-Run will create many millionaires...[For those retailers whom can foresee & expecting palm oil stocks rise 100%-500% or even more}

calvintaneng

56,898 posts

Posted by calvintaneng > 2022-03-26 19:49 |

Post removed.Why?

calvintaneng

56,898 posts

Posted by calvintaneng > 2022-03-26 20:49 |

Post removed.Why?

calvintaneng

56,898 posts

Posted by calvintaneng > 2022-03-26 20:52 | Report Abuse

Malaysia Govt is helping it's citizens by subsiding Ron95 petrol and Cooking oil in plastic packaging 1 litre at Rm2.50 to help her citizens

This really help relieve the people from such high cost of living

enning22

2,935 posts

Posted by enning22 > 2022-03-26 22:08 | Report Abuse

to correct misinformation, Malaysian government no longer subsidize cooking oil price for domestic market, about one year ago.

calvintaneng

56,898 posts

Posted by calvintaneng > 2022-03-26 22:22 |

Post removed.Why?

BLee

899 posts

Posted by BLee > 2022-03-26 22:22 | Report Abuse

Hi Uncle @calvintaneng, just balance the view and answering @Sslee question. As Malaysian, I am happy both O&G and Palm Oil doing well..Regards

Posted by Investformilkmoney > 2022-03-26 22:24 | Report Abuse

Just bought 5kg cooking oil at RM29 last week. I was reading somewhere gov was controlling the cooking oil price until March and will give new price later. I am pretty sure gov was subsidising the cooking oil price.

calvintaneng

56,898 posts

Posted by calvintaneng > 2022-03-26 22:27 |

Post removed.Why?

BLee

899 posts

Posted by BLee > 2022-03-26 22:35 | Report Abuse

Correction: 1 Kg polybag of Palm oil subsidies priced at RM2.50, not 1 litre. Usually control per purchase of only 3 bags. During last CNY, very difficult to find even 1 bag..no plan to stop this subsidies as reported.

Posted by eagerinvestor > 2022-03-26 22:52 | Report Abuse

hi calvin, what do you think about bumitama any tp?

calvintaneng

56,898 posts

Posted by calvintaneng > 2022-03-26 23:16 | Report Abuse

Dbs Spore gave a target price for bumitama at Rm1.00

earlier Rhb gave Bumitama a target price of 90 sen

calvintaneng

56,898 posts

Posted by calvintaneng > 2022-03-26 23:24 |

Post removed.Why?

enning22

2,935 posts

Posted by enning22 > 2022-03-26 23:33 | Report Abuse

"The increase in oil prices also boosted palm oil prices, but the government is still providing subsidised one-kilogramme packs of palm oil at the retail price of RM2.50 per pack, although according to the current market price, it is worth closer to RM10,” Johan said
-----------------------------
this is fake or outdated news . Local market is sell cooking oil at 30 ringgit per 5 kilo pack. so call 10 rm per 5 kilo pack was ancient history.

Posted by Investformilkmoney > 2022-03-27 01:06 | Report Abuse

Below should be latest info:
On July 27, the government set the maximum retail price for pure palm cooking oil in bottled packaging effective August 1, with a guarantee that consumers will get cooking oil below RM30 for a five kilogramme (kg) bottle.


The maximum price of a 5kg pure cooking palm oil is RM29.70; 1kg bottle (RM6.70); 2kg bottle (RM12.70); and 3kg bottle (RM18.70)

meistsk3134

2,368 posts

Posted by meistsk3134 > 2022-03-27 01:11 | Report Abuse

nobody invest how the share going up? most investor now put money in tech and oil stock

calvintaneng

56,898 posts

Posted by calvintaneng > 2022-03-27 21:17 | Report Abuse

Nobody invest does not matter

We can just continue to buy more while still cheap

calvintaneng

56,898 posts

Posted by calvintaneng > 2022-03-28 07:22 |

Post removed.Why?

calvintaneng

56,898 posts

Posted by calvintaneng > 2022-03-28 10:33 | Report Abuse

Spore Wilmar and Bumitama continue to move up after DBS gave upgrades

DickyMe3

658 posts

Posted by DickyMe3 > 2022-03-28 13:32 | Report Abuse

Singapore analysts are gamblers. That answers the title of this post.

calvintaneng

56,898 posts

Posted by calvintaneng > 2022-03-28 13:57 | Report Abuse

DBS bank is the analyst

The biggest bank in Singapore

And Singapore is among the top financial centers on earth

DickyMe3

658 posts

Posted by DickyMe3 > 2022-03-28 16:02 | Report Abuse

You mean DBS is the casino owner?

calvintaneng

56,898 posts

Posted by calvintaneng > 2022-03-28 16:09 | Report Abuse

DBS and Spore analysts are more careful and strong just like the Singapore Dollar is strong

DickyMe3

658 posts

Posted by DickyMe3 > 2022-03-28 22:33 | Report Abuse

You mean as careful as Nick Leeson's case who brought down Barings Bank while in Singapore?

calvintaneng

56,898 posts

Posted by calvintaneng > 2022-03-28 22:42 | Report Abuse

Nothing to do with Singapore DBS as Nick Leeson gambled with Nikkei & went bankrupt

Singapore jailed him

See
https://www.investopedia.com/terms/b/baringsbank.asp#:~:text=Barings%20Banks%20was%20a%20British,had%20an%20account%20with%20it.

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