Posted by Eagle77 > 2 weeks ago | Report Abuse

Rsawit just sold and collected Rm165 Millions cash for just 2 pieces of lands in July
Out of this sale is a profit of Rm77 Millions or 3.77 sen

Plus Rsawit FFB harvest has improved greatly from below 20,000 Tonnes to almost 30,000 tonnes in August 2024

So we will see great improvements in operating profits since Cpo now over Rm5,000 a Ton✅💰💥

Posted by Eagle77 > 2 weeks ago | Report Abuse

https://asia.nikkei.com/Business/Markets/Commodities/Palm-oil-prices-expected-to-rise-10-15-next-year

Posted by WilburR2 > 2 weeks ago | Report Abuse

CPO prices above 4k for futures till mar 2026

Posted by Eagle77 > 2 weeks ago | Report Abuse

Tomorrow onwards will fly and fly 🚀🚀🚀 until qr on 22/11/24 and LU ✅🚀🚀🚀

Posted by Eagle77 > 2 weeks ago | Report Abuse

Ini kalilah TP :0.60 ✅⬆️🚀

Posted by WilburR2 > 2 weeks ago | Report Abuse

this rsawit is cornered. only can crawl 0.005 up down

Posted by Eagle77 > 2 weeks ago | Report Abuse

Big accumulation before big spike ✅🚀

Posted by Eagle77 > 2 weeks ago | Report Abuse

Huge buying at 0.27 ✅ might be big bosses collecting before qr 👍

Posted by Eagle77 > 2 weeks ago | Report Abuse

Fabulous qr is coming 💰💥✅

Posted by calvintaneng > 2 weeks ago | Report Abuse

The Implication, Amplification, Ramification & And Identifying Opportunities in Applications to Trump New 4 Year Term (2025 to 2029) as USA President, Calvin Tan


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-11-11-story-h473777372-The_Implication_Amplification_Ramification_And_Identifying_Opportunities

Posted by calvintaneng > 2 weeks ago | Report Abuse

STARTLING SURPRISE!! LEASEHOLD AGRICULTURAL LANDS (PALM OIL) NOW SELL AT RM1 MILLIONS PER ACRE (ONLY IN MALAYSIA?), By Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-11-12-story-h473828158-STARTLING_SURPRISE_LEASEHOLD_AGRICULTURAL_LANDS_PALM_OIL_NOW_SELL_AT_RM1

1 minute ago



calvintaneng

SCIB paid Rm1 Millions per acre for Bintulu Lands (10km from Bintulu)

Should have gone to see Thplant instead

Their cost only Rm5.8K an acre

Just give Rm50,000 per acre they will be happy to sell
No need Rm1 Millions

Posted by calvintaneng > 2 weeks ago | Report Abuse

RSAWIT GOT GOOD LANDS IN KUCHING, SIBU & MIRI

BOOK VALUE AS LOW AS RM3.5K PER ACRE

HOLD RSAWIT AS LONG AS POSSIBLE

Posted by Ytl2023 > 2 weeks ago | Report Abuse

5000k also can't go up. This need to hold very long. Other counter up many

Posted by Ytl2023 > 2 weeks ago | Report Abuse

Was so tempted to buy 26 to 26.5. No buy in the end

Posted by MACD > 2 weeks ago | Report Abuse

Oh crap first session fall 3 bids

Posted by WilburR2 > 2 weeks ago | Report Abuse

this is rsawit up up 0.005 dwn dwn 0.005

Posted by Mabel > 1 week ago | Report Abuse

Future FCPO has now formed a small-bodied candle at RM 5,084 following an extended bullish run, which we believe could signal the start of a new base-building phase. We expect the consolidation to be supported at the 38.2% Fibonacci Retracement level. A break below this level, however, would indicate the potential for an early bearish reversal.

Keep pushing gals…

Posted by shawn88 > 1 week ago | Report Abuse

hopefully fcpo this time can maintain above 5000

Posted by calvintaneng > 1 week ago | Report Abuse

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-12-story-h-157019176-WHOLE_WORLD_PALM_OIL_IN_BULL_RUN_WHEN_WILL_MALAYSIA_RESEARCH_HOUSES_UPG

Posted by calvintaneng > 1 week ago | Report Abuse

Last time when Jtiasa was 63 sen

It was

Jaya = Jumping
Tiasa = Tiger

Jump it did 🐅🐯

Now Rm1.17


So now is

Rimbunan = Running
Sawit = Stallon

At 25.5 sen

Will it jump past 50 sen

🐴🐎 🔥 🔥 🔥

Posted by calvintaneng > 1 week ago | Report Abuse

Palm Oil Export Levy Sufficient to Fund B40 Biodiesel Mandate
Focus |19 November 2024 , 05:28 WIB |Read : 32 |by : Administrator


This article has been published on InfoSAWIT English with the title © Palm Oil News - Palm Oil Export Levy Sufficient to Fund B40 Biodiesel Mandate
Click to read: https://en.infosawit.com/news/14822/palm-oil-export-levy-sufficient-to-fund-b40-biodiesel-mandate--


structural long term support for CPO Prices

Posted by calvintaneng > 1 week ago | Report Abuse

RM4,991 " FCPO

GO GO GPO

Posted by Nepo > 6 days ago | Report Abuse

Badly managed co.
Angry 😡

Posted by calvintaneng > 6 days ago | Report Abuse

You are behind time.

It was badly managed last time

Now it has shown a turnaround

Wait see results soon all will know

Posted by calvintaneng > 6 days ago | Report Abuse

HS PLANT (5138) EXCELLENT RESULTS CONFIRM BUYING PALM OIL UPSTREAM SHARES IS THE BEST WHEN CPO PRICES ARE HIGH, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-11-21-story-h474695872-HS_PLANT_5138_EXCELLENT_RESULTS_CONFIRM_BUYING_PALM_OIL_UPSTREAM_SHARES_

Posted by calvintaneng > 6 days ago | Report Abuse

Very good news

If Felda small time farmers can do so well

Big time Rsawit with over 150,000 acres (twice the size of Penang Island at 72,900 acres) should excel more

https://www.nst.com.my/news/nation/2024/11/1136956/felda-settlers-earn-rm20000-monthly-oil-palm-prices-surge

Posted by calvintaneng > 6 days ago | Report Abuse

3 major reasons for investing in Rsawit

1. Rsawit is a turn around stock

As shown by

Change of leadership.
Now they rammed up Ffb production. Ffb production was below 20,000 MT qtrly last year. This year qtrly Ffb production has gone as high as 29,700 Metric tonnes

Director buying Rsawit shares as high as 27 sen show confidence

2. Large lands over 150,000 acres book value as low as Rm3,500 per acre. With Sarawak moving up to industrialization these lands are now in high demand

3. Good results ahead
Twin factors.
i) high ffb price
ii) Sale of 2 estates to pare down debt will show up as Rm165 millions cash
Of which Rm77 millions or 3.77 sen as profit

Clear and visible change ahead

Posted by Mabel > 6 days ago | Report Abuse

Thank for the good info Calvin..

Do you why it drops so much today..more than 7%..

Meow

Posted by Nepo > 6 days ago | Report Abuse

With land bank over 150,000 acres produce only 29,700 MT per quarter is really joking..

Posted by calvintaneng > 6 days ago | Report Abuse

Do you see what we 👁️ 👁️


MHC plant over Rm1.00 and Ffb only 16,800 tonnes a month ?

at least Rsawit has vast room to improve while MHC plant is stuck with small plots

Now Rsawit saw its Ffb gone up from 16,000 tonnes to 29,700 tonnes does not stop there

it will move up to 100,000 tonnes like Jtiasa or others one day


so Rsawit potential is immense

from palm oil growth

from its valuable land banks

Posted by MACD > 5 days ago | Report Abuse

Seems like rsawit will take dip for couple weeks or months

Posted by Mabel > 5 days ago | Report Abuse

#calvintaneng Do you see what we 👁️ 👁️


MHC plant over Rm1.00 and Ffb only 16,800 tonnes a month ?

at least Rsawit has vast room to improve while MHC plant is stuck with small plots

Now Rsawit saw its Ffb gone up from 16,000 tonnes to 29,700 tonnes does not stop there

it will move up to 100,000 tonnes like Jtiasa or others one day


so Rsawit potential is immense

from palm oil growth

from its valuable land banks
21/11/2024 2:20 PM

Haha this is really funny Calvin..

MHC is Mickey favorite counter...hihihi

Posted by calvintaneng > 5 days ago | Report Abuse

Hahaha

So funny indeed

But more than funny

Very happy to add more Rsawit on weakness

Last time when Bplant was 55 sen and jtiasa 63 sen many doubters abound

Now Rsawit also filled with doubters

They will miss this golden opportunity not to buy cheap

Posted by Mabel > 5 days ago | Report Abuse

Cheers Calvin!

Posted by Nepo > 4 days ago | Report Abuse

The latest QR(3rd QR)) (7/24-9/24)showed operating losses, not only that the nine month profit also showed operating losses.
Now can you as a shareholder of this company can lauwa or not?

Posted by Nepo > 4 days ago | Report Abuse

In Chinese, this sentence is precise:
烂泥扶不上墙

Posted by Nepo > 4 days ago | Report Abuse

Total loan borrowing RM 210,000,000
assume 4.5% interest rate=RM210,000,000*4.5%
interest p.a. = 9,450,000

Posted by Mabel > 4 days ago | Report Abuse

Haha as Calvin expected, our Turnaround Plantation has shown her report card. Mabel's latest hardworking farmer, *RSAWIT Reports FY24Q3 Attributable Profit of RM32.68 Million, Up 558.1% YoY. This is the 2nd consecutive quarterly profit reported by Raya*.

*Here are the full Mabel's Beautiful Farmers report card*..

Raya RSAWIT (Rimbunan Sawit Berhad)
Revenue: RM146.9 million, up 3.9% YoY.
Net Profit: RM32.68 million, up 558.1% YoY.
EPS: 1.6 sen.

Simone SD Guthrie Berhad (SDG)
Revenue: RM5.3 billion, up 10% YoY.
Net Profit: RM361 million, up 4% YoY.
EPS: 27 sen.

Iona IOI Corporation (IOICorp)
Revenue: RM2.54 billion, up 30.19% YoY.
Net Profit: RM346.9 million, a ninefold increase YoY.
EPS: 5.59 sen.

Klara Kuala Lumpur Kepong Berhad (KLK)
Revenue: RM5.5 billion, up 7.6% YoY.
Net Profit: RM269.87 million, down 8.8% YoY.
EPS: 21.9 sen.

Una United Plantations
Revenue: RM547.7 million, up 1.4% YoY.
Net Profit: RM215.8 million, down 8.8% YoY.
EPS: 51.84 sen.

Each farmer has shown varied performance, with some experiencing significant growth in revenue and net profit, while others have faced small declines. This reflects the diverse challenges and opportunities within the plantation sector. However, all of them are profitable and can manage them selves pretty well..

To Our Success !

Mabel, the FarMeow

Posted by Mabel > 4 days ago | Report Abuse

https://www.youtube.com/watch?v=AcqBzNP_c4w

Raya has been pushing to be No 1 and she delivers by giving Mabel a 558.1% Earning YoY.

Raya trim glass figure paint a promising picture…

Earnings Growth: With an average annual earnings growth rate of 61.3%, Rimbunan Sawit Berhad is significantly outperforming the broader food industry, which has a growth rate of 21.9%. This indicates strong profitability and efficient management.

To Our Success !

Mabel, the FarMeow

Posted by Nepo > 4 days ago | Report Abuse

If you can lauwa about RSawit latest QR,
Then i have to congratulation to your the blind-empty mind..

Posted by Investing_Bursa > 4 days ago | Report Abuse

She does not even know how to read the financial results

Posted by Mabel > 4 days ago | Report Abuse

One Man's Poison is another woman's meat...

You can always go for other plantations...

United Plantation gives Fantastic Dividends while Sime Darby is very Promising and so are IOI and KLK...

Rsawit is potential Capital Gain...

Meow

Posted by Mabel > 4 days ago | Report Abuse

Key information
82.6% - Debt to equity ratio

RM 293.30m - Debt

Cash RM 72.72m
Equity RM 355.04m
Total liabilities RM 583.95m
Total assets RM 938.99m

Let's break down the key financial metrics for RSAWIT:

Debt to Equity Ratio

82.6%: This ratio indicates that RSAWIT has RM0.826 of debt for every RM1 of equity. A debt-to-equity ratio below 1 is generally considered healthy, but it varies by industry. For RSAWIT, this ratio suggests a moderate level of debt relative to equity.

Debt

RM 293.30 million: This is the total amount of debt RSAWIT has. It's important to compare this with the company's ability to generate cash flow and profits to service this debt.

Cash
RM 72.72 million: This is the amount of cash RSAWIT has on hand. It's a good indicator of liquidity and the company's ability to cover short-term obligations.

Equity

RM 355.04 million: This represents the shareholders' equity in the company. It's the net value of the company after all liabilities are subtracted from total assets.

Total Liabilities

RM 583.95 million: This is the total amount of liabilities RSAWIT has. It includes both short-term and long-term obligations.

Total Assets
RM 938.99 million: This is the total value of all assets owned by RSAWIT. It includes cash, receivables, inventory, property, and equipment.

Conclusion

Overall, RSAWIT's financial health appears to be moderate. The debt-to-equity ratio is within a reasonable range, and the company has a substantial amount of cash and assets.

Posted by Mabel > 4 days ago | Report Abuse

SAWIT's short term assets (MYR253.7M) exceed its long term liabilities (MYR195.1M).

Posted by Mabel > 4 days ago | Report Abuse

RSAWIT's debt to equity ratio has reduced from 117.9% to 82.6% over the past 5 years.

RSAWIT's debt is well covered by operating cash flow (56.3%).

Posted by Mabel > 3 days ago | Report Abuse

Third quarter 2024 earnings released: EPS: RM0.016 (vs RM0.002 in 3Q 2023)

Rimbunan Sawit Berhad Third quarter 2024 results:
EPS: RM0.016 (up from RM0.002 in 3Q 2023).
Revenue: RM146.9m (up 3.9% from 3Q 2023).
Net income: RM32.7m (up RM27.7m from 3Q 2023).
Profit margin: 22% (up from 3.5% in 3Q 2023).

Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.

Let's compare the data for Simone SD Guthrie Berhad (SDG): the World Biggest Plantation by Acreage.

Earnings Per Share (EPS) Growth: SDG's earnings have grown by an average of 19.1% per year over the past 5 years.

Share Price Growth: Over the past 5 years, SDG's share price has experienced a compound annual growth rate (CAGR) of -0.08%.

This comparison shows that while SDG has had strong earnings growth, its share price has not kept pace, similar to the situation with Raya. Now you know why Mabel add Raya into her list of Farmers.

Meow

Posted by bliss99 > 2 days ago | Report Abuse

good results because of Other income (most likely Sales of Land), gross profit only 5 mn vs Previous corresponding Qtr-2023 of 20.3 mn...... means NG ??

Posted by calvintaneng > 1 day ago | Report Abuse

RIMBUNAN SAWIT (5113) PALM OIL JEWEL: ITS DEEP VALUE ASSETS RIPE FOR SALE: ITS OPERATING PROFITS IMPROVING, Calvin Tan


https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-11-26-story-h474819095-RIMBUNAN_SAWIT_5113_PALM_OIL_JEWEL_ITS_DEEP_VALUE_ASSETS_RIPE_FOR_SALE_I

Posted by Mabel > 1 day ago | Report Abuse

Thank you Calvin. Always love reading your research...

KUALA LUMPUR (Nov 25): Malaysia’s third-quarter results season has been ‘disappointing’ so far, said CIMB Securities, warning of downside risks to its earnings forecasts for stocks on the benchmark index.

More companies under coverage underperformed than outperformed expectations. Out of the 10 consumer companies that have reported 3Q results, 70% fell below expectations amid poor sales due to weak consumer sentiment and boycott activities, as well as margin compression in specific cases. In particular, exporters or companies with exposure to foreign earnings reported currency losses due to the sharp rise of the ringgit against the US dollar during the quarter. These results could pose downside risks to our KLCI earnings forecasts.

The plantation sector, however, bucked the trend thanks to strong crude palm oil prices driven by supply shortfalls, the research house added.

https://theedgemalaysia.com/node/735193

Posted by Mabel > 1 day ago | Report Abuse

Huge potential for Plantation sector…