Posted by calvintaneng > 2024-03-05 13:54 |

Post removed.Why?

Posted by calvintaneng > 2024-03-05 13:59 |

Post removed.Why?

Posted by Sslee > 2024-03-05 14:00 | Report Abuse

March 5): Stagnating production and dwindling stockpiles will underpin palm oil prices relative to other edible oils in the near term, according to veteran trader Dorab Mistry.

Production in top grower Indonesia may fall by at least a million tons in 2024, while Malaysian output could remain flat, said Mistry, a director at Godrej International Ltd. The trend is likely to last at least five years, as the industry contends with ageing trees, erratic weather and little improvement in farming practices, he said in an interview.

“I think you have to be reasonably bullish on all oils, but particularly palm,” due to output constraints, he said on the sidelines of the Palm & Lauric Oils Price Outlook Conference in Kuala Lumpur. While production of other oilseeds is set to climb this year, “palm is unfortunately the laggard”, he said.

These supply problems are upsetting the hefty discount palm typically has to alternative oils. The tropical oil is trading at a premium to soybean oil and sunflower oil in some markets, an unusual phenomenon that’s set to continue until around October when palm production seasonally peaks, said Mistry, who has traded vegetable oils for decades.

Benchmark palm oil futures have risen about 6% this year and traded at RM3,942 a ton on Tuesday in Kuala Lumpur

Posted by calvintaneng > 2024-03-05 15:01 |

Post removed.Why?

Posted by xiaoeh > 2024-03-05 15:16 | Report Abuse

wah...
it seems to me
there nothing u don't know about plantation leh
Noted and Thanks Calvin for unconditional sharing

Posted by KingKoil > 2024-03-05 20:27 | Report Abuse

CPO RM3800-RM4200 https://theedgemalaysia.com/node/703442

Posted by Ytl2023 > 2024-03-05 20:56 | Report Abuse

Fast up already. Taann, tsh keep increase.

Posted by Patient Investor > 2024-03-06 09:45 | Report Abuse

Jayatiasa should start stingless bee farm, which require minimal investment:
> bee hive cost rm100 in unit (basically consist of wood plank
> bee work for free, and they only required unpolluted environment, which jayatiasa huge forrestry also has that
> bee hive management and harvesting is also not labour intensive
On top of that
> bee increase pollination of plants, which is good for environment.

Here's an article on RH Bee Farm (RH stands for rimbunan hijau, mother company of Jayatiasa)
https://vulcanpost.com/742509/kelulut-stingless-bee-honey-farm-malaysia/
" Currently, R H Bee Farms has less than 20 beekeepers with over 7,000 bee hives, whereas Bayu Kelulut has 4,000 bee hives. Both these farms are supported by MARDI and MATRADE in R&D and overseas market penetration respectively. As of now, both these farms export to Asian countries like China, Hong Kong, Japan, Taiwan, and Singapore."

Posted by Ravetidus > 2024-03-06 11:18 | Report Abuse

@tiffanix, good move...next TP RM1.40 soon

Posted by calvintaneng > 2024-03-06 11:44 |

Post removed.Why?

Posted by calvintaneng > 2024-03-06 11:55 |

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Posted by calvintaneng > 2024-03-06 15:03 | Report Abuse

Hahaha

"TP to re-enter Rm1.10 failed?

At least you are honest

Now just hold tight all upstream 🌴 stocks for the long boom

Posted by wallstreetrookieNEW > 2024-03-06 15:10 | Report Abuse

Dorab Mistry interview at 4.30pm

Posted by wallstreetrookieNEW > 2024-03-06 15:10 | Report Abuse

Calvin, I saw you and your wife at Shangri-la hotel just now

Posted by rchi > 2024-03-06 15:15 | Report Abuse

Today will break 1.37 and charge on.

Posted by sohaitrader > 2024-03-06 15:22 | Report Abuse

wow RCHI also come join jtiasa...

Posted by rchi > 2024-03-06 15:27 | Report Abuse

sop cantik too

Posted by pang72 > 2024-03-06 16:30 | Report Abuse

Rchi sifu here...
Ong mari!!!

Posted by pang72 > 2024-03-06 16:31 | Report Abuse

However, Calvin contribution for 365 days in jtiasa shld be appreciated

Posted by rchi > 2024-03-06 16:35 | Report Abuse

Jtiasa Tiong family,if they want they can.

Posted by rchi > 2024-03-06 16:38 | Report Abuse

lets close 1.38 n continue tomorrow

Posted by pang72 > 2024-03-06 16:41 | Report Abuse

Good job jtiasa

Posted by pang72 > 2024-03-06 16:44 | Report Abuse

I think close 1.39/1.40

Posted by pang72 > 2024-03-06 16:52 | Report Abuse

1.39....
........ :)

Posted by investor77 > 2024-03-06 16:55 | Report Abuse

Regretted selling when price down before Q4 results out as it was very late in announcing. Buying again as CPO physical as well as Futures price is around RM4000 !! Will be making tons of money from peak production of Trees. Worth a try, no risk no gain. OTB likes All Time High shares, and the price now highest for quite some time. !! Low PE for CPO shares !!

Posted by rchi > 2024-03-06 16:57 | Report Abuse

cpo bull run starts may fcpo futures RM4069 n rising

Posted by Ytl2023 > 2024-03-06 16:59 | Report Abuse

Thanks Calvin. No more ytl liao. Haha. Big portion in here

Posted by rchi > 2024-03-06 16:59 | Report Abuse

play all time high is for pro like pang72 :)

Posted by pang72 > 2024-03-06 17:01 | Report Abuse

Hihi....
Rchi.....
I
Paiseh la

Posted by pang72 > 2024-03-06 17:01 | Report Abuse

We continue rocket journey tmr

Posted by Skyliew1919 > 2024-03-06 17:09 | Report Abuse

1.39 then can break 10y high mo

Posted by KingKoil > 2024-03-06 17:12 | Report Abuse

First is fantastic
QR & dividend. Now CPO price bullish as world supply is low. But Jtiasa increase compare to YoY. Great job to the management team.


https://www.thestar.com.my/business/business-news/2024/03/06/mielke-sees-malaysian-palm-oil-price-at-rm3800-4300-in-next-3-mths

Posted by rchi > 2024-03-06 17:27 | Report Abuse

Happy days for Calvin ahead.Congrats.

Posted by wallstreetrookieNEW > 2024-03-06 17:59 | Report Abuse

Dorab Mistry's prediction at POC2024 Shangri-la Hotel Kuala Lumpur

Stagnating production and dwindling stockpiles will underpin palm oil prices relative to other edible oils in the near term, according to veteran trader Dorab Mistry.

Production in top grower Indonesia may fall by at least a million tons in 2024, while Malaysian output could remain flat, said Mistry, a director at Godrej International Ltd. The trend is likely to last at least five years, as the industry contends with ageing trees, erratic weather and little improvement in farming practices, he said in an interview.

“I think you have to be reasonably bullish on all oils, but particularly palm,” due to output constraints, he said on the sidelines of the Palm & Lauric Oils Price Outlook Conference in Kuala Lumpur. While production of other oilseeds is set to climb this year, “palm is unfortunately the laggard”, he said

Posted by wallstreetrookieNEW > 2024-03-06 18:00 | Report Abuse

how was the buffet lunch at Shangri-la hotel just now, calvin? you bring your wife or not?

Posted by wallstreetrookieNEW > 2024-03-06 18:08 | Report Abuse

Pretty sure Jtiasa will hit RM3.50
At RM3.50, Jtiasa's market cap would be around 4 billion MYR. UTDPLT's market cap is 9.78 billion MYR. Insane upside

Posted by wallstreetrookieNEW > 2024-03-06 18:28 | Report Abuse

More upside ahead.
Not a single investment bank/research houses posted their PT on i3 forums. All of them only gave internal PTs to funds. Haha

Posted by wallstreetrookieNEW > 2024-03-06 18:30 | Report Abuse

Kenanga equity derivatives trader scooped up a lot of Jtiasa-CR back at RM0.36, we are not going back below RM1.25 anytime soon

Posted by rchi > 2024-03-06 19:56 | Report Abuse

https://www.klsescreener.com/v2/news/view/1289223

Posted by rchi > 2024-03-06 19:57 | Report Abuse

major positive catalyst above..

Posted by speakup > 2024-03-06 20:12 | Report Abuse

When CPO up, this is first to up
When CPO down, this is last to down
Mana boleh cari?

Posted by wallstreetrookieNEW > 2024-03-06 21:35 | Report Abuse

Lots of traders from Saudi Arabia/UK attended the POC 2024 conference which ended today. Heard that the conference received the highest number of participants since 2010.

Posted by wallstreetrookieNEW > 2024-03-06 21:37 | Report Abuse

Vege oil traders from Trafigura/Syngenta (biggest commodity trading houses in EU) attended also. But whether or not FCPO hit Dorab's price target is another story.

Posted by wallstreetrookieNEW > 2024-03-07 01:01 | Report Abuse

Keep this stock in your portfolio until end of year and you will see Jtiasa hit RM3.50
Cause hot money has nowhere to go except into mid caps like Jtiasa and UTDPLT

Posted by speakup > 2024-03-07 01:25 | Report Abuse

30k paper profit now
Easy money

Posted by calvintaneng > 2024-03-07 06:55 |

Post removed.Why?

Posted by WilburR2 > 2024-03-07 09:23 | Report Abuse

rocket already and now talk. Calvin recommended at 0.68

Posted by rchi > 2024-03-07 09:42 | Report Abuse

first target 1.7

Posted by Ravetidus > 2024-03-07 09:44 | Report Abuse

@tiffanix, goodluck

buy yesterday sell today and make tonnes of money
dun go waiting for RM1.10 again

Posted by wallstreetrookieNEW > 2024-03-07 09:45 | Report Abuse

Keep holding