cepat & mhc asset about the same,......mhc 200mil. shares company,..cepat 300mil. shares company,.....current cepat share price rm1.2,......by right mhc share price should be 50% more than cepat at rm1.8 per share,.......current mhc share price only rm1.4,..........`mhc cheaper than cepat by 40cents`,........mhc make more profit than cepat,...revenue also much higher
cpo future for april,may ,june stabilize at price between rm6000 to rm7000,........good sign,........hoping this trend will continue,........fat fat profit, ....cheer!
Stock Trading in MHC dint have IDSS allow, so the price move up much stable than TSH. TSH trading has IDSS allow. Although we are noticed MHC's net profit are greater than TSH .
it is cheaper to buy palm oil plantation companies now than buying cpo,.......investment fund from palm oil importer countries like europe, india & china will come to malaysia to invest in palm oil plantation companies,......
if the ukraine war prolong,......sun flower cultivation will be minimun,.....current sun flower oil stock is for local consumption during war time,......world edible oil market will fell the real shortage in the coming 6 months,......
cpo price at rm8000 is very high,......rm6500 is more affordable,........good enough for plantation companies,.......a botol of rm10 palm oil going up to rm15,.......consumer still can accept this price increase,.......
china & india are complaining about the high cpo price,......they are using their own reserved now,......their reserved only can last for 3 months,.......what they can do after that?
very soon,.......retail price for palm oil in supermarket will be rm10 per kg,......current price around rm7-rm8 per kg,..........the shelf in supermarket is empty now,......if you find it ,please grab some,..........
palm oil traders from china & india are slowing down buying palm oil because the cpo price rm8000 they claim is too high,..........but their investment funds are buying palm oil plantation companies in malaysia & indonesia,.........
edible oil trader fom china & india,.....why complaining palm oil price is too high,.......you can buy palm oil plantation companies in malaysia & indonesia which are very cheap now,......
forget d noise! d current CPO price will stayed till end of 2022! will hv some adjustment after that but don't think it will fall below RM5500/Tonne! MHC Plantation is a conservative company n will stayed profitable! u can study their past consistent QR albeit increasing revenue n profits!
At $8,000 , CPO had become the MOST expensive edible oil and simply unsustainable . CPO will find its level competitive vis a vis other key edible oils, which I think is $6,500 -$6,800 in the near term . At $6,500, plantations are going to earn explosive profit . ( FY2021 realized price was only $4,300 to 4,500 for most midsize and small plantations)
retail price of edible oil in india now as follow,........palm oil rm10 per kg,.....soya oil rm9 per kg,......sun flower oil rm8 per kg,........very soon, sun flower oil will be running out of stock,.......planting of sun flowers have stop in ukraine due to war, 50% of global supply being cut off,......india importing 40% of ukraine sun flower oil,......what india will do after this?......
India only has 43 days of palm oil inventory? if the CPO still remain at this level? what can they do. No choice but to grab palm oil together with the western countries? chase high la
cultivating of sun flower from seedling to harvesting take about 4 months,......2 planting per year,........in general,.it take about 6 months ,.........sun flower oil shortage will take about 6 month to recover,.........don`t know when the ukraine war will end, when they will start planting again,.......may be putin know
the good thing about plantation company because it is an international business,.......we earn global money,.......`harap malaysian money banyak susahlah`,.......our economy are weak,.....but plantation are strong, it bring a lot of money to malaysia
only 2-3 million shares sell mhc down by 10% for the last 2 days,.......cpo future remain strong today at rm6450,......why plantation stock going down?.......any reasons?
look like cpo facing strong resistant at rm6500,......china will buy sun flower oil, soya oil directly from russia at cheaper price,....we only hope india ,europe will buy palm oil from malaysia,....
Shoppers scramble for staples as food fallout from war spread
March 07, 2022 22:40 pm +08
ISTANBUL/LONDON/CAIRO (March 7): The shockwaves in global crop markets from Russia's invasion of Ukraine are now spreading to store shelves.
Worries about surging sunflower oil prices triggered heavy buying over the weekend in Turkey, as footage of citizens trying to grab tins of cheaper oil at one store went viral. In Egypt, the world's biggest wheat importer, prices for some unsubsidised bread have jumped in the past week.
The war has already driven wheat prices nearly 70% higher in Chicago this year and is threatening to upend global food trade ? Russia and Ukraine are vital suppliers of grains, vegetable oil, and fertilisers, which means that supply disruptions will be felt all over the world. Wheat prices have reached levels last seen during the 2008 global food-price crisis ? which helped spark widespread protests ? and a United Nations index of food prices hit a record in February. In Turkey, sunflower oil is the main cooking oil and a key component of food spending. Images of a 18-litre tin being sold for 989 liras (US$69) spurred debates on the cost of living, while the item was not available at all on the websites of some grocery chains.
The concern over sunflower oil prices is related to imports stuck at ships at the Sea of Azov, the north-eastern tip of the Black Sea, according to Ahmet Atici, secretary-general of the Vegetable Oil Industry. The group sent a letter to the Trade Ministry earlier this month, warning that current supplies might last only to mid-April.
A trade group in the European Union has warned it could run dry of sunflower oil by a similar time, with the lost volumes from Ukraine impossible to offset .
Ukraine and Russia together account for about three quarters of global exports of sunflower oil.
marc to april if ukraine don`t seedling sun flower mean they miss the good time for planting,......no sun flower oil production for that year,......by may, the big edible oil buyer will have more confident to purchase at high price ,.......palm oil price may rise again in may,....
if the ukraine war prolong,....in may, cpo price will rise again until december,.......reaching the peak rm8000 metric ton,......because in december edible oil market facing the real shortage,......india , china have not choice but to buy at the price that market offer,.......seller market.
Both MHC and Cepat ( MHC owns 38.5% of Cepat) announced good production figures in February 2022 as compared to February 2021. Based on the strong average CPO price, the first quarter result will be great. Looking forward to hearing the announcement of dividend in early April.
MHC 38.5% ownership of Cepatwawasan is stock to ponder during this plantation bull run! Cepat's plantation, mill, stones quarries n power generation businesses will contribute positively to MHC profits!
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....
LossAversion
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Posted by LossAversion > 2022-03-03 11:51 | Report Abuse
Come on turtle, you can be the ninja !!