TSH with quite similar earning as Cepat...but TSH now sell at price RM1.13....Cepat now only sell at price RM0.685, while MHC (Mother of Cepat) sell at price RM0.765.......Which one is value buy?
Yes, Tsh earning quite similar to Cepat. But, Tsh revenue reducing but Cepat revenue increasing. Cepat FFB and CPO still increasing whereas most of the plantation company production decreasing. By right, Cepat share price is the most potential uptrend one.
What does this cpo price trend below tell U leh ??
Date Settlement Price RM 3 Dec 20 3332 2 Dec 20 3316 1 Dec 20 3347 30 Nov 20 3305 27 Nov 20 3338 26 Nov 20 3227 25 Nov 20 3285 24 Nov 20 3249 23 Nov 20 3326 20 Nov 20 3288
Ans; Rising CPO price and Rising Profit loh!!
Until Sept latest qtr result cpo average is roughly rm 2600 mah!!
December QTR we will be seeing conservatively Average Price Rm 3200, that is 23% increase in price n this increase revenue will all goes to the bottom line profit as there are no cost applicable to revenue generated from price increase loh...!!
Just imagine if Average palm oil price is Rm 2800, U already see super strong profit loh!! But now we are at above 3500 loh...!!
Can U forecast & project what will palmoil company potential profit at rm 3500 cpo leh ?
That means the upside of palmoil above Rm 3500 is still sustainable going fwd loh!!
"Soya Bean Oil {SBO} price premium over CPO currently stand at USD 195 per tonne. Consumers in India, Pakistan and other sub continents are price sensitive."!
PLUS MHC OWN PALANTATION LANDS IN PERAK BOOK VALUE ONLY RM5K PER ACRE
ANSON 6 1/2 STOREY HOTEL BOOK VALUE ONLY RM983 MILLIONS
SO MHC IS FAR BETTER
Posted by kelvin61 > Dec 10, 2020 7:48 AM | Report Abuse
Most traders have neglected the super bull run on CPO prices that will bring windfall profits to the Plantation companies. There are still many selling for a song, cheers.
CORRECT!!
FCPO CLOSED AT ABOVE RM3600 MEANS MORE THAN 100% PROFIT FOR ALL PALM OIL COMPANIES
FEB 2021 FANTASTIC RESULTS FOR ALL PALM OIL STOCKS WILL REGISTER HUGE PROFITS
WHY?
ANSWER:
OCTOBER, NOVEMBER & UNTIL DEC 10TH NOW CPO HAS FCPO HAS BEEN HOLDING FIRMLY ABOVE RM3400 TO RM3600
Let's calculate the Feb 2021 figure
October 30 days
November 30 days
December 31 days
Total days of last quarter for 2020 is 91 days
Today is 10th day of Dec
So 2 months & 10 days = 70 days
70/91 = 76.9% of the Feb 2021 results will reflect These Very High Profit months
Even if production of FFB decrease by 10% to 15% the Huge Increase in CPO prices over ride all to Excel
Q2 EPS (Apr to Jun) : 1.44 sen (RM4.5 Million) Q3 EPS (Jul to Sep) : 1.73 sen (RM5.3 Million) Q4 EPS (Oct to Dec): ?? (2.05 sen) Forcast ~20% increase from Q3 due to increase of CPO price.
Total EPS for Q2 & Q3 is 3.17 sen. just simply annualize it will be 6.34 sen. With PE of 15: CEPAT worth at least 95 sen!!
Monthly Fresh Fruit Brunches (FFB) For CEPAT & Average CPO price in Malaysia: Jan 2020 : 7599 Metric Tonnes => RM3015 / Tonne Feb 2020 : 7170 Metric Tonnes => RM2714 / Tonne Mar 2020: 7392 Metric Tonnes => RM2383 / Tonne Apr 2020: 9205 Matric Tonnes => RM2302 / Tonne May 2020: 9982 Metric Tonnes => RM2072 / Tonne June 2020: 9485 Metric Tonnes => RM2412 / Tonne July 2020: 9199 Metric Tonnes => RM2519 / Tonne Aug 2020: 9949 Metric Tonnes => RM2815 / Tonne Sep 2020: 11143 Metric Tonnes => RM2924 / Tonne Oct 2020: 10915 Metric Tonnes => RM2980 / Tonne Nov 2020: 9837 Metric Tonnes => RM3422 / Tonne
EVERY YEAR THERE IS ONE OR TWO THEMATIC BULL THEME
IF WE CAN CATCH IT EARLY & RIDE THE BULL TO ITS PEAK WE WILL DO EXCEEDINGLY WELL WE WILL BE ABLE TO OUTPERFORM IN A FEW SHORT BULL RUNS AND PERHAPS RETIRE EARLY LIKE PETER LYNCH
OF COURSE LIKE WARREN BUFFET MAKING MONEY FROM STOCK MARKET AS A MOTIVE IS LONG OVER IT IS THE JOY, THE ADVENTURE & THE CONSTANT INTELLECTUAL CHALLENGE IN THE ART OF INVESTMENTS THAT CAUSED HIM TO SAY "TAP DANCING TO WORK"
NOW MY HUMBLE OPINION IS THIS YEAR 2021 WILL BE PALM OIL "BULL RUN" WHY PALM OIL WILL GO INTO A BULL RUN FOR YEAR 2021?
ANSWER: BECAUSE CPO PRICES NOW REACHING ALL TIME HIGH WILL AMPLIFY PROFITS AND IF PROFITS KEEP INCREASING IT IS ONLY A MATTER OF TIME COMPANIES WILL INCREASE DIVIDENDS OR REWARD WITH BONUS ISSUES. SO PALM OIL SHARES MUST GO UP AS THIS IS THE LAW!
SOYBEAN OIL GETTING MORE EXPENSIVE PEOPLE WILL GO FOR PALM OIL!! & PALM OIL WILL RISE IN TANDEM AGAIN WHEN ALL THE WORLD MARKETS CLOSED FOR CHRISTMAS FRIDAY - CHINA BEING COMMUNIST STILL TRADE IN DALIAN ALREADY RECORD HIGH FOR BOTH PALMOIL & SOYABEAN MAH...!!
U r actually seeing emerging sign of palmoil share run like the early Gloves run in March to April Rally coming which are very subtle upside b4 it explosively burst out with gains of few hundred % coming at the later stage mah...!!
U need to join the palmoil stock early as this is a safest fruit pickings when there are still abundance in supply loh...!!
ALWAYS REMEMBER TO BUY EARLY BEFORE TOO LATE MAH...!!
Despite inventory written off of RM2.16 million made in the current quarter, the Group recorded a Profit before tax of RM9.62 million in the quarter under review as compared to a profit before tax RM7.66 million in the immediate preceding quarter, an increase in profit of RM1.96 million (25%) mainly due to increase in average selling prices of CPO, PK, FFB and EFB Oil by 19%, 33%, 22% and 14% respectively. Sales of EFB Oil and Power Plant Export also increased by 18% and 37% respectively.
"Barring any unforeseen circumstances, the Group expects better performance in the coming year as the prevailing CPO prices are expected to be sustainable and FFB production is expected recover with improved weather conditions in Sabah coupled with easing restrictions on labour recruitment as the Covid 19 Situation improves"
1. Countries with competing vegetable oils oppose palm oil
2. Foreign media like curls are not suitable for palm oil
3. The local dirty ib bankers do not approve of the use of palm oil for some reason, because they have issued too many palm oil subscription warrants
4. Local media like edgedaily do not approve of the use of palm oil. Always emphasize negative factors more than positive factors
5. Star Paper has nothing to report on the personal performance of palm oil stocks
Star paper should be called snake skin paper
6. The government hopes that Felda will take over the vested interests of Fgv to see that Fgv prices are suppressed, so other palm oil stocks are also prohibited from rising
7. Most masters do not approve of palm oil, but chase gloves, high-tech and other steel/aluminum stocks
8. The group hopes that stocks with less paid-in capital are easy to withdraw and dumped on punters and fools
Moreover, the market instead of investment can quickly buy low-quality low-quality stocks and quickly eliminate low-quality stocks
9. Most people see palm oil motionless
10. Therefore, palm oil companies have made a lot of money, but the stocks are still not moving, and some people are on the verge of giving up disappointment
It is people who are so afraid that we should buy palm oil stocks
Because they are so cheap, they are the best choice for happy real investors.
why?
Because with so much income, all shareholders will enjoy
High dividend Special dividend Free bonus issuance Free warrants
Time to be a little bit more contraian in view of mkt at reasonable high level mah!
Warren buffet says inflation is definitely coming in view of low interest interest and speculative sign such as bitcoin, rubbish stock price run up sky high and unrealistic stock valuation & expectation and now raw commodities price run up mah!
Bill Gates already bought alot of farmland at low in preparation & in anticipation for the coming armmagedoom coming mah! Why would one the world tech best richest owner switch alot of his investment into farmland, this bcos farmland or value real estate if it is bought at reasonable low price, u cannot go wrong over longterm bcos the availability of land is limited, u cannot manufacture land like bitcoin mah!
Coming back to msia the equivalent to farmland is oil plantation, u still can get it real cheap & it is paying u reasonably good dividend loh...this is the best defensive & offensive play like bill gates and warren buffet had highlighted mah!
As calvin sifu said timber is at record price & palmoil at record price surely some optimism will spillover to plantation & timber share price mah!
But this up 1 to 2 sen is chicken feed mah, why up so little leh ??
Timber & palmoil share r suffering from lack of production mah and also huge impairment losses on its assets mah & previous falling share price mah! Thus they are jittery on recovery of palmoil & timber share loh!! They want to see actual profit b4 jump in loh!! That means if u base on profit...as indicator that means the share price will be lagging loh!
Then why promote Wtk leh ?? 1. The owner , directors and insiders already accumulating quietly without fanfare mah! 2. The palmoil & timber production volume of wtk, mhc, jtiasa, boustead, ijm plant already creeping up loh...this is further support by the record price of its commodities. Just imagine u have higher prices & higher volume....that will be a very important sign of higher big profit coming mah! 3. The share price already corrected over 3 yrs of downtrend previously, when there is a big shakeout of all the weak holders...u can only grow more optimistic as time past by loh! 4. Wtk is sitting on some prime land that invested at a very low cost near major town & city, they are good development mah! 5. With all the liquidity & quantitative easing & low interest rate environment, u can see big inflation will be coming loh...!! Wtk in commodities business plus very big cheap land bank is a very good inflation protector mah!
Based on the above i think wtk , jayatiasa & ijmplant is the best pick to make profit & this is concur by sifu calvin findings also mah!
投资棕榈油的十大理由:超级市场项目中50%的棕榈油及其他产品,Calvin Tan Research
尊敬的i3论坛投资者/交易者,
今天,我们很高兴与您分享投资种植园股票特别是棕榈油带来的巨大好处.。
这些是特优的因素:-
1)棕榈油在所有超级市场商品中占50%
从面包到饼干;牙膏涂口红;从食用油到冰淇淋;从护发霜到洗发水。棕榈油无处不在
想一想没有棕榈油的超市货架会有多空
因此棕榈油已成为一种生命之源
2)棕榈油是地球上最经济的素食油
比大豆,玉米,花生,葵花籽或橄榄油需要更少的土地来生产更多的油
所有其他人将占用更多的土地和劳动力,并将以更高的价格出售。
所以棕榈油有很长的期限
3)棕榈油用途广泛
它可以用作食物,也可以转化为能源
尤其是现在的Biodisel能源正在像大豆,乙醇,大豆,玉米和糖这样的绿色能源被推广
看到乙醇作为燃料仅需每加仑2.31美元(右边是普通汽油,每加仑2.86美元)
玉米,大豆和糖的需求量很大,因为乙醇棕榈油也将成为生物柴油的需求量
4)Joe Biden正在致力于绿色能源
由于棕榈油生物柴油不含硫,因此它是碳中性的
请查阅 Biden's Recovery Plan Bets Big on Clean Energy - The New ... 2021年3月3日-拜登的恢复计划对清洁能源寄予厚望...与应对气候危机息息相关-代表着民主党人在奥巴马政府执政期间的主要行动,气候变化已成为核心问题。 ...“考虑通过基础设施解决气候变化本身并不是一个....
Just over 3 years ago, cepat was trading at over 90 sen a share, over 30% higher than the price now but the palm oil price then was only around RM3,000 a ton.
The two most important things among others that drives the price of a stock is definitely profit margin and prospects. Previously plantation stocks were facing some difficulty despite the CPO price going up is due to the uncertain prospects cased by COVID-19 and shipments obstacles. Based on the forecast mentioned in the earlier note, the second factor seems to be overcomed from the increased in shipments.
Since CPO prices are still going up and shipments are expected to increase in tandem with the high production, there is probably only one direction for the plantation stocks.
PETALING JAYA: Malaysia has made it mandatory for 50% of the total cost of an aircraft purchase tender to be paid in the form of barter trade using preferably palm oil or any related products or other commodities and manufactured items.
In a document sighted by FMT, the tender with this counter-trade condition was in relation to the supply, delivery and commissioning of 18 units of light combat aircraft/fighter lead-in-trainer (LCA/FLIT) and associated equipment to the Royal Malaysian Air Force (RMAF).
The tender, which closes on Sept 22, also proposes the use of the remaining balance to transfer technology, knowledge and skills, provide global market access, have local content and develop human capital.
According to palm oil industry sources, the move to make barter mandatory can be construed as the country’s way to fight the strong anti-palm oil lobby in European Union (EU) countries, among others.
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....
frankco
195 posts
Posted by frankco > 2020-11-18 17:56 | Report Abuse
agree . only price is lagging..