Posted by titan3322 > 2024-01-08 17:46 | Report Abuse

Comparatively an over valued stock in current CPO price environment !

Posted by Dehcomic01 > 2024-01-20 09:04 | Report Abuse

Sarawak Oil Palms (SOP) is a Bursa plantation company. From a ROE perspective, it performed as good as my reference Bursa plantation company – KLK. From a fundamental perspective, it looks like a good company. https://www.youtube.com/watch?v=9KhboTCMdEg

But is it a good investment? A good investment in one that can enabled you to make money. So you have to buy when the price is reasonable. Its current market price is about half its 5 year peak. Its LTM ROE is also about half its 5 year peak.
https://i.postimg.cc/G2gjFDDC/SOP.png
You might think that there is no margin of safety. But its average dividend yield over the past year was about 3.5%. On the balance of probability, it is a company worth digging further into.

Posted by diuleiloumei > 2024-01-21 23:31 | Report Abuse

Finally it move

Posted by EngineeringProfit > 2024-02-16 10:10 | Report Abuse

Gua caya sama u, calvin. After selling close to 7.00, now I'm back for another round of profit$$$$

Posted by StartOfTheBull > 2024-02-16 15:01 | Report Abuse

Palm oil stocks are back in focus?

Posted by sohaitrader > 2024-02-27 15:50 | Report Abuse

good management ... memang boleh terbang..

Posted by sohaitrader > 2024-03-05 15:31 | Report Abuse

why so less ppl here for discussion ?

Posted by kelvinongbk > 2024-03-06 11:44 | Report Abuse

Palm oil prices jump above RM4000 now

Posted by pang72 > 2024-03-07 15:58 | Report Abuse

Wow!! 40% underrated.... $4.10..


OK! Note!!

Posted by pang72 > 2024-03-07 16:56 | Report Abuse

Everyone followed SOP while covid...
Everyone still wanna follow SOP postcovid because exagriculture minister educated drink palm oil good for healthy so palm oil good selling now:)

Posted by pang72 > 2024-03-07 16:58 | Report Abuse

https://www.freemalaysiatoday.com/category/nation/2019/11/12/one-spoon-of-palm-oil-a-day-not-enough-take-a-bottle-bn-mps-mock-kok/

Effect lai liao...

Posted by icecool > 2024-03-07 22:40 | Report Abuse

back to rm7 or rm 17 ?

Posted by Mabel > 2024-03-11 10:49 | Report Abuse

*Malaysia Plantations*

*The unsung heroes of the nation (and the world)*

11 March marks the 4th anniversary of COVID-19 pandemic. We pay tribute to the plantation sector that has contributed immensely during the pandemic. While not undermining the sacrifices by the front-liners and others in the fight against COVID-19, this sector has played its part in ensuring food security, job security, and health security not just for the nation but the world over. Despite rising cost challenges and falling output, the sector still made huge monetary contribution of >MYR23b over the past 4 years in various forms of direct and indirect taxes, and contributions.

*>MYR23b in “social” contribution to the grateful for*

Between 2020 and 2023, the plantation sector has contributed approx. MYR6.1b in windfall profit levy, MYR3.7b in export duties, MYR1.3b in MPOB CESS (see Fig.1), MYR0.2b in Prosperity Taxes, >MYR6b in Sabah and Sarawak Sales Taxes (our back-of-the-envelope estimates), and easily >MYR6b in corporate income taxes and individual taxes (by the smallholders) to the Malaysian government . The sector is said to be among the highest tax contributor in terms of total taxes (including windfall profit levy, export duties, CESS, and Sabah and Sarawak Sales Taxes, in addition to corporate taxes). Monies collected by the government were channelled to (among others) nation building and running of many social programmes including free COVID vaccinations given to the people and cash handouts given to the needy during the pandemic.

*Food & health security roles often taken for granted*

Palm oil holds more than 50% market share in the global vegetable oils trade. Hence, its continuous availability is crucial to global food security as well as health security. Throughout the pandemic, palm oil exports never stopped as the government allowed palm oil cultivation to proceed.

Besides food use, the continuous availability of palm oil and palm products also meant there was the much-needed ingredients to make personal cares and cleaning products such hand wash, soap, laundry detergents, hand sanitisers, etc that the world desperately needed in its fight against the highly infectious COVID-19 virus.

*Job security for the locals as well as guest workers*
Many people lost their jobs at the start of the pandemic and had to draw down their hard-earned life savings to make ends meet. Prior to the pandemic, the sector has a strong workforce of 437,400 in Malaysia comprising local and guest workers. During the pandemic, the plantation sector was among the few granted special approval by the government to operate. Social distancing at workplace was inherent in the estates given that one worker typically covers more than 10 hectares of estates, providing a naturally safe working environment. Workers were even given free COVID vaccinations by their employers. At the height of the pandemic, outsiders had limited access to the staffs’ housing quarters and estate operations to ensure the safety of their workers and families. While country borders were mostly closed initially, guest workers remained employed throughout and were paid decent wages (plus incentives) that allowed them to repatriate the much-needed income to provide for their families back home (presumably equally affected by the pandemic).

Well Done Guys!

Posted by kelvinongbk > 2024-03-21 08:48 | Report Abuse

Palm oil price hits RM4300++...nice!

Posted by kelvinongbk > 2024-04-03 15:23 | Report Abuse

Palm oil prices above RM4500++....

Posted by Johnzhang > 2024-04-10 07:00 | Report Abuse

Waiting for it to break $4/-

Posted by EngineeringProfit > 2024-05-11 10:19 | Report Abuse

Time to recollect again......returning next week

Posted by Johnzhang > 2024-05-23 22:10 | Report Abuse

Results for Q1 2024 :
Net profit +80% yoy on the back of higher production and lower cost of production.
Operating cashflow for Q1 is a massive +299.4M!
Excellent results

Posted by EngineeringProfit > 2024-05-24 06:20 | Report Abuse

Richer in cash. Decent dividend coming. TP 3.30.

The group is implementing an effective recovery strategy to enhance its production, which includes cost control measures and a replanting program. However, the industry will still face challenges due to global economic conditions and the declining prices of commodities.

Posted by Johnzhang > 2024-05-29 16:55 | Report Abuse

CPO is over $4,000 again ! Without extraordinary losses, predominantly upstream plantation should do very well this year .
I am back to plantation sector in a big way …

Posted by Johnzhang > 2024-06-01 06:52 | Report Abuse

Malaysia 1-31 May vs 1-30 Apr palm oil export (in mt):

*AmSpec: 1,404,719 vs 1,144,100 (+260,619 or up 22.78%)*

ITS: 1,481,916 vs 1,213,525 (+268,391 or up 22.12%)

Posted by calvintaneng > 2024-07-31 00:57 | Report Abuse

SOP 300,000 ACRES IN SARAWAK
LOW P/E
VERY SAFE

TRUMP IN POWER: TECH IN TROUBLE (A Prudent Person Foresees Danger & Hide himself, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-31-story-h-155265511-TRUMP_IN_POWER_TECH_IN_TROUBLE_A_Prudent_Person_Foresees_Danger_Hide_hi

Posted by calvintaneng > 2024-07-31 07:31 | Report Abuse

RESULTS OF UNITED PLANT, CHINTECK PLANTATION & SARAWAK OIL PALM TELL US THAT WE SHOULD UPGRADE PALM OIL TO OVERWEIGHT, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-31-story-h-155263555-RESULTS_OF_UNITED_PLANT_CHINTECK_PLANTATION_TELL_US_THAT_WE_SHOULD_UPGR

Posted by calvintaneng > 2024-07-31 07:33 | Report Abuse

TSH VERY SAFE

TRUMP IN POWER: TECH IN TROUBLE (A Prudent Person Foresees Danger & Hide himself, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-31-story-h-155265511-TRUMP_IN_POWER_TECH_IN_TROUBLE_A_Prudent_Person_Foresees_Danger_Hide_hi

Posted by calvintaneng > 2024-08-02 12:30 | Report Abuse

sop got 300,000 acres palm oil estate

Lots of real profits


https://www.tradingview.com/symbols/MYX-FCPO1!/

Posted by calvintaneng > 2024-08-03 00:31 | Report Abuse

SOP VERY SAFE

A TSUNAMI SHELTER

UNDERSTANDING DIFFERENT FORMS OF VALUE IN VALUE INVESTING, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-03-story-h-155170407-UNDERSTANDING_DIFFERENT_FORMS_OF_VALUE_IN_VALUE_INVESTING_Calvin_Tan

Posted by calvintaneng > 2024-08-04 01:16 | Report Abuse

SOP VERY SAFE


SHARE MARKETS COLLAPSING: SEE WHO ARE BUYING & HOLDING FIRMLY & WHO ARE SELLING AND RUNNING AWAY, Calvin Tan

34 seconds ago



calvintaneng

Read this 3 Times!

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-03-story-h-155144398-SHARE_MARKETS_COLLAPSING_SEE_WHO_ARE_BUYING_HOLDING_FIRMLY_WHO_ARE_SELL

0 seconds ago

Posted by yfchong > 2024-08-04 11:54 | Report Abuse

Let's see price in boh at rm 2.75

Posted by calvintaneng > 2024-08-05 08:36 | Report Abuse

SOP got 300,000 acres of palm oil land in Sarawak

Now Solar farm will increase value by 50X according to Abang Jo

SOP stands to benefit as 300,000 acres is 4X Penang Island at 72900 acres

Also Cpo at Rm3917 SOP got lots of profits

Hide in safety of SOP

https://www.tradingview.com/symbols/MYX-FCPO1!/

Posted by mf > 2024-08-05 08:37 | Report Abuse

BREAKING
Japan stocks plunge 7%, extending last week’s rout; other Asia-Pacific markets also fall

Posted by yfchong > 2024-08-05 17:35 | Report Abuse

Haiyah kena trap

Posted by calvintaneng > 2024-08-16 08:38 | Report Abuse

RISE OF DIESEL PRICE BY 52% CAUSED PROPERTY, CONSTRUCTION AND OTHERS CUT INTO THEIR PROFITS, BETTER BUY EAST MALAYSIA OIL PALM STOCKS DUE TO NO DIESEL PRICE SPIKE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-16-story-h-154165970-RISE_OF_DIESEL_PRICE_BY_52_CAUSED_PROPERTY_CONSTRUCTION_AND_OTHERS_CUT_


SOP GOT 300,000 ACRES (4 PENANG ISLAND OF 72.900 ACRES)

WILL BENEFIT

Posted by calvintaneng > 2024-08-23 10:18 | Report Abuse

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

Posted by calvintaneng > 2024-08-29 16:22 | Report Abuse

https://www.tradingview.com/symbols/MYX-FCPO1!/.

Many things out there now uncertain

But we keep to what we know

Cpo was Rm2600 MT in year 2020/1 when we started investing into 🌴🌴🌴

Now Fcpo over Rm3900 is up 50%

Even though fertilizer and wages are also up we still see a good margin of profit

So we will be content and keep safe

better to be safe than sorry

Posted by calvintaneng > 2024-08-29 19:38 | Report Abuse

SOP (5126) A FANTASTIC RESULT AND A ROCK SOLID BALANCE SHEET FROM THIS PALM OIL COMPANY, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-29-story-h-153176392-SOP_5126_A_FANTASTIC_RESULT_AND_A_ROCK_SOLID_BALANCE_SHEET_FROM_THIS_PA

Posted by nash2233 > 2024-08-29 20:25 | Report Abuse

Top 25 shareholders own 99.13% of the company



no wonder the share price is stagnant .

Posted by goldenhope > 2024-08-30 13:51 | Report Abuse

top 30 shareholders hold 88.32%

Posted by Fabien _the efficient capital allocator > 2024-09-02 16:39 | Report Abuse

YTD FFB grew 9% y-0-y. very impressive. 2H FFB production even better. 1H FCF already 30 sen or 270mil. Net cash above 1bil. This company worth at least RM4.

Posted by Fabien _the efficient capital allocator > 2024-10-04 16:32 | Report Abuse

CPO 4,350

Posted by nisah395 > 2 months ago | Report Abuse

:)

Posted by nisah395 > 2 months ago | Report Abuse

Taking rest

Posted by nisah395 > 2 months ago | Report Abuse

Going back to 2.80?

Posted by Luen07 > 2 months ago | Report Abuse

Rm4.15？我看Rm3.15就要来了。

Posted by 5354_ > 1 month ago | Report Abuse

Sarawak Plantation at only RM 2.60+ can pay 20 sen dividend in total.

Posted by Luen07 > 1 month ago | Report Abuse

Swkplnt 股息15 sen, Taann 股息 20 sen, Sop 股息才 7 sen 太吝啬。

Posted by nisah395 > 1 month ago | Report Abuse

3.28 on DIV ex date. From 3.60 > 3.28

Posted by yfchong > 2 weeks ago | Report Abuse

Can get back to 2.70 ?

Posted by ivanyang > 1 week ago | Report Abuse

Can, must slow slow wait!

Posted by EngineeringProfit > 6 days ago | Report Abuse

I'm back...

Posted by yfchong > 6 days ago | Report Abuse

Let's back to business Shin Yang