This is the basic information for digestion before investing in a plantation company. It shows the past lacklustre performance and future potential given higher FFB production.
Dry weather causes tree stress and FFB production s expected to fall steeply. Potential of El Nino. CPO price traded above RM 2,800. Good time to whack plantation companies in full force.
Well.. i was a bit greedy at first which i gained quite a sum from kulim and reinvest it again at higher prices...thought it would shoot up.. but i have no loss now.. well i dump 100% in plantation companies...
It's time to come back to strike for those low value or unnoticed plantation companies. I exited plantation industry 2 years ago. My plantation portfolio consists of INNO, SWKPLNT, KULIM & GLBHD. What about you?
I invest solely on kulim, and a little bit on banking stocks interchangeably.. I plan to quit some of my useless stocks.. and focus on kulim and banking stocks (maybank, Pbb, cimb)
Up_down is right, we should buy undervalued plantation shares while we can. I hold SWPLNT TDM, K FIMA and last week bought KULIM-WC. Kulim should hit RM 3.70 before too long. New Britain Palm Oil - almost half owned by Kulim has gone from about £3.25 to £4 in the last month.
It has been a year this company didn't annouce it's dividend. I was wondering would they annouce this coming April or May after their new financial quarter results..?
FFB production of NBPO is expected to be higher in year 2014 given majority ( 55% ) of its planted area entering prime stage of harvesting. Young mature area ( 3 to 7 years ), representing 26%, would yield higher FFB as partial of the areas are almost entering prime stage.
Kulim's share price had been trending downward for the past few quarters due to its lackluster financial performance. It's considered as a laggard since many plantation counters have reflected positively in share price when CPO price raised sharply recently.
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....
GGmalaysia
334 posts
Posted by GGmalaysia > 2014-02-24 06:45 | Report Abuse
i think its good to go in when stock retreat back to 3.40