Posted by Mikecyc > 2022-10-25 21:47 |

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Posted by Mikecyc > 2022-10-26 08:02 |

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Posted by Cuncun7 > 2022-10-26 09:54 |

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Posted by OneOracle > 2022-10-26 10:27 | Report Abuse

Sifu is correct again

Usd dxy double top going to 108 soon.
Vegetable oil is rallying and cpo is going to 5k.

Sifu is correct again.
Fed is softening on rate and yellen want buy bond to boost liquidity.

Sifu said

Big fund will be convinced of long term profitability on new range of cpo price above 4k.
Plantation new bull trend will commence after retracing from break out on 7 years down trend .

Cautious to tech sector as long term interest will be higher which means tech high valuation high pe will not be seen in next 7 years.
Fed will not be able to give ultra low rate to zero again in future as usd will be ditched by many countries as it progresses to lose its major reserve currency st
To maintain usd strength long term  higher rate in average is expected.

China is plotting a big digital shift to eyuan which will float its renminbi  along its belt and road countries,brics and allies based on major payment platform using wechat,alipay etc on a flip of button once it is ready.That will pose a very big challenge and a deathblow to dollar hedgemony.

Expecting Us to duplicate a ukraine war in taiwan in 1 to 3 years. Avoid tech stock it will be a poison to hold in future just like glove in the past 2 years.

As usual from covid to financial crisis to  war (nuclear even).
Palm oil will be resilient and profitable.

Posted by SEE_Research > 2022-10-26 11:11 |

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Posted by VTrade > 2022-10-26 12:04 | Report Abuse

Your Sifu akan buat correct lagi
In the afternoon.

Posted by SEE_Research > 2022-10-27 10:51 |

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Posted by OneOracle > 2022-10-27 18:23 | Report Abuse

https://gapki.id/en/news/22172/ri-to-start-commercial-production-of-palm-oil-gasoline-in-2024

Beside palm oil bio diesel.
Palm oil Bio gasoline on the way.

Posted by Benhobenho > 2022-10-27 21:31 | Report Abuse

So rich this tsh director, can afford to buy 500 lots everyday non stop since many months ago. Wow! Just like buy 1 condo in KL everyday.

Posted by Mikecyc > 2022-10-28 08:30 |

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Posted by SEE_Research > 2022-10-28 11:50 |

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Posted by researchdontneedspam > 2022-10-28 15:08 | Report Abuse

this guy only know how to talk talk talk, never perform. exactly like a comedian.

Posted by SEE_Research > 2022-10-28 15:22 |

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Posted by FlyingEagle > 2022-10-28 16:17 | Report Abuse

说不通，票给了你，钱也要还你？？
还有BURSA 和 IB 不是吃饱饱？

Posted by Investformilkmoney > 2022-10-28 16:18 | Report Abuse

@researchdontneedspam
Filter out messages by sourgrape_conresearch, jptttr and mike, u will have better days.

Posted by Mikecyc > 2022-10-28 17:48 |

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Posted by SEE_Research > 2022-10-28 20:25 |

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Posted by Sales > 2022-10-29 21:07 | Report Abuse

SEE_Research...you're wasting our column...we need to discuss....hope you will repent and move on...thank you for your understanding...

Posted by SEE_Research > 2022-10-29 23:04 |

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Posted by SEE_Research > 2022-10-29 23:24 |

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Posted by SEE_Research > 2022-10-29 23:27 |

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Posted by SEE_Research > 2022-10-29 23:28 |

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Posted by SEE_Research > 2022-10-29 23:32 |

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Posted by Mikecyc > 2022-10-30 00:32 |

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Posted by OneOracle > 2022-10-30 08:31 | Report Abuse

Ukraine war: Russia halts grain deal after 'massive' Black Sea Fleet attack

https://www.bbc.com/news/world-europe-63439760

Posted by SEE_Research > 2022-10-30 12:39 |

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Posted by OneOracle > 2022-10-30 17:30 | Report Abuse

Ukraine war: Russia halts grain deal after 'massive' Black Sea Fleet attack

“If the green corridor is closed big and small farms alike will go bankrupt, everyone understands that," says Viktor Bykov, CEO of Tecom Agro Group Ltd, an agricultural company that leases 26,000 hectares of farmland in and around the Odesa region. 

Still, in a war Putin has pitched to the developing world as a struggle against Western domination, he could settle for the disruption caused even with the grain deal in place; ending it would risk turning more nations against him, driving global prices for wheat, sunflower oil and other food staples back to the stratospheric levels seen in May.  

Posted by StartOfTheBull > 2022-10-30 19:35 | Report Abuse

@OneOracle
If Russia doesn't resume the grain export, food crisis would repeat as it is before end of July 2022. Poorer countries are the hardest hit, wheat and fertilizer prices may start to surge again starting tomorrow.

https://www.reuters.com/world/europe/russia-suspends-participation-deal-ukraine-grain-exports-tass-2022-10-29/

Posted by SEE_Research > 2022-10-31 10:41 |

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Posted by Chua Zhi En > 2022-11-01 13:10 | Report Abuse

any insights from the Annual report?

Posted by StartOfTheBull > 2022-11-01 21:14 | Report Abuse

When will TSH follows the possible upcoming palm oil stocks rally? Wait for the last warrant expires? Haiyo!

Posted by Sslee > 2022-11-02 07:46 | Report Abuse

FCPO1!
CRUDE PALM OIL FUTURESMYX
4276
D
MYR
+43
(+1.02%)
MARKET CLOSED (AS OF NOV 1, 23:29 GMT+8)
4233
PREV
4290
OPEN
3.928K
VOLUME
4249 — 4325
DAY'S RANGE

Posted by Mikecyc > 2022-11-02 08:15 | Report Abuse

财经新闻
棕油价本周料回调
2022年10月31日

Posted by Mikecyc > 2022-11-02 08:16 | Report Abuse

https://www.enanyang.my/node/507339

Posted by Mikecyc > 2022-11-02 08:18 | Report Abuse

财经新闻
投资者套利种植股 马股闭市跌14点
2022年11月01日

Posted by Mikecyc > 2022-11-02 08:18 | Report Abuse

https://www.enanyang.my/node/507852

Posted by Mikecyc > 2022-11-02 08:38 |

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Posted by OneOracle > 2022-11-02 09:07 | Report Abuse

In the past two weeks, U.S. stocks have told two stories, one is the bull market joy story of the rising valuation of traditional blue-chip stocks led by the Dow; the other is the continuous decline of growth stocks represented by big technology, and the decline is enough to wake up the market veterans about 2000 Memories of the 2019 tech stock crash. The "scissors difference" between blue-chip and technology indicates that when the new cycle starts, everything will be different.

Art Hogan further explained: "Looking back, this market, and the broader economy, is starting to remind me of the 2000-2002 pattern, when extreme tech weakness impacted the major indices, but the performance of more traditional parts of the market and economy was better."

Dan Suzuki said investors should keep in mind that "a bear market always heralds a change in the industry leading the next cycle". That means tech won't be the leader when the next bull market begins.

Posted by OneOracle > 2022-11-02 09:11 | Report Abuse

Sifu said

Meanwhile bloomberg agriculture index had breakout from 14 yrs secular bear trend since 2008. Reversal of tech to tradtional is in progress.

Posted by StartOfTheBull > 2022-11-02 10:14 | Report Abuse

As US midterm elections approaching:
https://www.reuters.com/business/energy/biden-address-oil-company-profits-430-pm-remarks-2022-10-31/
Setting oil price cap or impose windfall tax may push up oil price instead. Indonesia would soon implement it's latest biodiesel policy. Haiyo!

Posted by OneOracle > 2022-11-02 10:44 | Report Abuse

Sifu said

Long term elliot wave wont go wrong.

The monthly chart above shows the five waves advance from 3.1.2008 and the different degrees within the cycle. The idea is overall bullish for the USDX. However, there are two possibilities for the Dollar Index. It can make a significant correction soon and drop hard to correct the whole cycle. Alternatively, it will just correct the cycle since the lows at 02.01.2018 and continue higher.


https://elliottwave-forecast.com/commodities/usdx-the-index-structure-showing-an-opportunity-to-buy-commodities/

The $USDX Monthly charts overlay with $XAGUSD (Silver); as we can see, the metal should not be trading below zero and has been holding the lows, while the USDX is close to a peak. Understanding and reading the market makes a huge difference in being on the right side and knowing which instruments to trade.

In Conclusion: 2023 might provide a pullback in the USDX, which means higher $EURUSD, $AUDUSD, $NZDUSD, $GBPUSD, and higher commodities. Commodities should hold stronger against the $USDX, and provide a better buying into 2023.

Posted by OneOracle > 2022-11-02 10:47 | Report Abuse

Sifu said

You can shout whatever you want.
But you cannot change mthly trend reversal since 2008.Its a mega trend that all fund must obey.

Posted by kl_guy > 2022-11-02 10:59 | Report Abuse

yahooooo....TSH on uptrend . rally on

Posted by Michael Kwok > 2022-11-02 14:11 | Report Abuse

Price rm1.08-1.09
Can it be 1.15-1.20
2/11/22 2.11pm

Posted by kl_guy > 2022-11-02 14:44 | Report Abuse

eps coming quarter is 22sen and above. no worry sure can break rm1.20

Posted by SEE_Research > 2022-11-02 17:29 |

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Posted by OneOracle > 2022-11-02 18:00 | Report Abuse

https://en.tempo.co/read/1652143/esdm-ministry-upbeat-b40-can-be-implemented-in-early-2023

TEMPO.CO, Jakarta - Minister of Energy, Resources, and Mineral Resources (ESDM) Arifin Tasrif shared optimism that the use of 40 percent biodiesel (B40) fuel can be implemented in early 2023. B40 means it contains a 40% blend of palm oil-derived biofuel and 60% diesel.

“B40 is ready to be launched in January, inshallah, depending on the test results. We’re optimistic,” said Arifin on Tuesday, November 1, 2022. He said the road test has been carried out since the end of July 2022 and is targeted to end this month.

Based on the results of current monitoring and evaluation, he continued, B40 is believed to answer energy needs and support efforts to reduce vehicle emissions. From the series of trials carried out, the government hoped that the B100 target can be achieved in the future.

Posted by OneOracle > 2022-11-02 18:15 | Report Abuse

Sifu said

Once b40 launch.no more supply glut in any event of recession, depression or watever in the newr future.Unless indonesia ban export for 2 mths which is unlikely. The target is b100 for indonesia very ambitious. Basically limited palm oil for export in future unless production x 2.

Posted by StartOfTheBull > 2022-11-02 21:14 | Report Abuse

40% blend of palm oil-derived biofuel and 60% diesel.
What does this mean?
When diesel price is higher than the cost of production of biofuel, possibly Indonesia will limit the exports of palm oil leading to supplies of palm oil available to the market also drop.

Posted by OneOracle > 2022-11-03 10:09 | Report Abuse

Sifu said

Fed keep raise rate.
Oil and vegetable oil not dropping and gaining strength.

Smell of stagflation like 70s. Commodity like palm oil is king in stagflation. Fund already positioning for stagflation as they know rate hike in current scenario wont bring down inflation but only worsen it eventually leading to stagflation.

Smell of bond bursting. Usd is going down even a rate hike cannot save.