What is the key diff in ownership & management between Bplant V Jtiasa leh ? Bplant reward its shareholders by distributing reasonable dividend whereas Jtiasa siphoned cash & profit for its own major shareholder profit mah!
In other words even if Jtiasa going to make good profits, they are not going to share any with u loh!
On the other hand, u can rely on Bplant for its good corporate governance mah! And right now Bplant is actually making more monies than Jtiasa loh!
This good news should be share / inform to Malaysian by all-Investment Banks to encourage its clients to invest undervalue palm oil stocks in order to make fantastic returns as compare to those common stocks but instead this wonderful info share by our good Singaporean brother calvin tan.
What happen to Investment Banks?
It's time to wake-up all retail investors to know the true fact of palm oil industry! CPO won't be cheap for many years and it's good news to palm oil planters in Msia & Indonesia will making good profit FY2022 and multi-years onwards.
Its the right timing to invest palm oil stocks now as most palm oil stocks are severely undervalued!
just saw news that indon govt is barring its workers to come to malaysia to harvest CPO, and therefore looks like production for 2022 will most probably be lower than 2021 overall, meaning revenue will probably be also lower, but if demand keeps the same and supply is low, rightfully it shd pressure the price to move up..... therefore less production, less sales but price move higher.... if alls well, we will end up having same revenue in 2022 compared to 2021.... what say u?
Same revenue sustain profitability by the end of the year will make more plantation shares look cheap. The current drop in plantation may due to everyone expect CPO price to drop to below RM5000 in 2H 2022.
Palm oil future could trade below RM3000 for a long time. Big time buyers are becoming self sufficient producers and competition from Africa planters are increasing. Do not dream of a rosy picture in palm oil. Diversify!
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Posted by calvintaneng > 2022-06-01 23:42 |
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