Posted by yenhan > 2021-05-08 19:09 | Report Abuse

Hoot on Monday or day before Raya better?

Posted by stockraider > 2021-05-08 19:11 | Report Abuse

Remember 2 of the world most richest & savvy investors w.buffet & bill gates like investing in farmland now mah!

U can emulate them now too mah....!!

Thats why the 2 richest savvy investors have taken note the point of concern that palmoil & commodity price cannot going up forever like the case of glove & eventually the commodity price will also fall 1 day mah!

To address this issue or concern w.buffet & bill gates, say buy farmland & palmoil plantation, even the commodity price fall, u still have great protection on the value of cheap plantation land & farmland mah..!

If u buy into cheap land, u have both margin of safety accorded by cheap land plus prospect of reaping great profit from high palmoil price loh!

Thus u should Quickly Buy into palmoil plantation now, b4 its price shoot up mah!

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!

Posted by pjseow > May 8, 2021 6:08 PM | Report Abuse

Calvin and Ahbah , Investment timing is very important and be at least medium and long term horizon . Dont buy at the peak . Gloves stocks had came down 50 to 60 % from the peaks in August last year . I did not promote glove counters then because the earnings were still not proven , PE were high . Glove stock prices peak before its ASP peak . There was a 9 months to a year lead of the share prices over its ASPs . Glove stocks had finally PROVEN to deliver fantastic results in the last 3 qtrs after August 2020 while their prices came down 50 % . THeir PE are less than 5 while they will continue to deliver superb results in the next few years with double and tripling of capacities . The palm oil price cannot keep going up forever since it started picking up 2 years ago in 2019 .Likewise , the oil palm counters will peak soon or already peak now before its palm oil ASP peak which may happen in 3 to 6 months time or even earlier . When palm oils ASP came down finally , do the plantation counters have doubling of capacities to compensate for the drop in ASPs ?

Posted by stockraider > 2021-05-09 11:00 | Report Abuse

Already confirmed palmoil plantation is going to make windfall profit ma!

Next is to make windfall gain on plantation stock price loh!

Jump in b4 too late loh!

Posted by stockraider > 2021-05-09 11:02 | Report Abuse

Cpo at record rm 4700 per ton, the palmoil share price will go on rampage soon loh!

Posted by Parksonguy > 2021-05-09 12:05 | Report Abuse

Bplant this quarter no devidend all income will in Algae future project. But other counter. May allah bless on the bplant invertor. Fast run before too late

Posted by stockraider > 2021-05-09 12:11 | Report Abuse

Bplant need to sweat the assets more to help out bstead holding & Ltat mah!!

Bplant is the core subsidiary of bstead mah!

The best time to sweat assets is now bcos cpo above Rm 4700 loh!

Posted by stockraider > 2021-05-09 12:11 | Report Abuse

Thus u should expect reasonable good dividend loh!

Posted by Parksonguy > 2021-05-09 12:34 | Report Abuse

Yes fast run. Like bhic they going dig all income to Muhyiddin.

Posted by Parksonguy > 2021-05-09 12:37 | Report Abuse

Why give investor deviden. Better declare white elephant project get more money.

Posted by stockraider > 2021-05-09 12:42 | Report Abuse

U need to pakai otak & think abit more mah!

Ltat need dividend to pay the army unitholder dividend mah!

Then boustead need some dividend to service its loan loh!

Thus bplant responsibility is will need to work very hard to sweat its assets more loh!

The best time to sweat assets is now loh!
Bcos cpo above Rm 4700 mah!

Posted by Parksonguy > May 9, 2021 12:34 PM | Report Abuse

Yes fast run. Like bhic they going dig all income to Muhyiddin.


Posted by Parksonguy > May 9, 2021 12:37 PM | Report Abuse

Why give investor deviden. Better declare white elephant project get more money.

Posted by DickyMe > 2021-05-09 12:45 | Report Abuse

Plantation windfall profit??

Then it is alright to impose tax on windfall profit..

Posted by stockraider > 2021-05-09 12:50 | Report Abuse

Why windfall tax on palmoil & not gloves leh ?

U see palmoil is a commodity n it make use of msia natural resources like land & weather to make monies mah!

When there are super profit, the govt wants to tax on the windfall...loh!

The infra to tax more on palmoil is there mah!
Like having export tax...!!
Cess levy etc loh...!!
On top of that when palmoil do well...income tax is still being levy at existing rate the govt still collect more income tax mah!

Gloves...although it is a commodity...but it is an industrial product mah!

When super profit is make....they still pay high income tax...base on the proportionate tax rate applicable loh!

There is nothing to stop. msia govt..imposing more tax or windfall tax on gloves loh...but where do we stop from here leh ??

Then we should impose higher tax on telcos, banks, technology business as well whenever they make super profit meh ??

At the end base on this windfall policy the business men will see msia as a pariah country to do business with mah!
Thus they make invest else where loh!

They are no consistency & rule of law...if everytime, out of jealousy of people making more monies, The govt imposing new higher tax rate or windfall tax loh!

The good thing is the gloves realise there is need for social service...they have voluntary donated extra Rm 400m collectively to the msia govt for covid 19 fund loh!

Despite palmoil paying windfall profit to the Govt, palmoil plantation still make wind fall profit mah!


Posted by DickyMe > May 9, 2021 12:45 PM | Report Abuse

Plantation windfall profit??

Then it is alright to impose tax on windfall profit..

Posted by stockraider > 2021-05-09 13:10 | Report Abuse

U must understand loh...a weaker USD is a strong case for commodity to go up mah!

In that case investing plantation is the best hedge against inflation beside giving good cashflow in the form of dividend loh!

Thats the reason why bill gates/ w.buffet says investing in farmland or equivalent plantation mah!

Posted by pjseow > May 9, 2021 1:03 PM | Report Abuse

Miao Miao 7 , I tends to agree with you on the effect of US dollar downtrend due to huge QE by Biden . I remembered when Obama did a 2 trillion QE in 2009 and 2010 , our Ringgit strengthen from 3.8 to 3.0 . Last year D TRump did a 4 trillion QE . THis year Biden will do another 6 trillions money printing for pandemic , infrastructre and high tech investments .With oil price on the up trend our Ringgit will rise with respect to US Dollar . Unless Malaysia also print faster than US because of lower tax collections due to covid pandemic , our ringgit may remain at 4 level .

Posted by Johnzhang > 2021-05-09 14:09 | Report Abuse

https://www.thestar.com.my/business/business-news/2019/12/17/mpob-windfall-tax-only-when-cpo-prices-surpass-threshold

Posted by Johnzhang > 2021-05-09 14:12 | Report Abuse

Windfall tax is nothing new for Palm oil . It was already introduced since 2008. Pls read the news above .
Palm oil is already the only commodity most heavily taxed! I don't think there is any further change to the system.

Posted by Johnzhang > 2021-05-09 14:22 | Report Abuse

With CPO cost of production ranging from $1,500 for the efficient plantation and $1,900 for the most ineffecient plantations, they all are enjoying huge huge profit margin with CPO at today's price of $4,800 .

Posted by Johnzhang > 2021-05-09 14:28 | Report Abuse

Although it is unrealistic to expect CPO to continue staying at today’s price level , the plantations will still be laughing to the bank even if average price of $3,500 is achieved for the next couple of years. Anything above that is super profit .
Plantations companies enjoy extremely strong cash flow and have no problem to pay special and high dividend from their earnings.

Posted by Johnzhang > 2021-05-09 14:36 | Report Abuse

Due to cyclically low production in Q1, the benefits of high CPO price will not be that superb though it will still be remarkably higher yoy. The record earnings will come in q2 and Q3 as production cycle swing up as usual.

Posted by Asia88 > 2021-05-09 14:38 | Report Abuse

You can have high selling price, but do expect to have higher cost too. Most of the planters in Malaysia is lack of workers to collect the fruits. Don't forget their union agreement signed by the planters and those workers union too.

Posted by Johnzhang > 2021-05-09 16:00 | Report Abuse

Cost of production increase won’t be very much , at most $100 per mt CPO due to higher labour and fertilizer costs. But CPO price surged by $ thousand. Why have to worry about minor cost increase? Plantations with borrowing save substantial bank interest due to lower interest rate.

Posted by stockraider > 2021-05-09 16:04 | Report Abuse

Correct loh...at Rm 1800 to Rm 2000 most plantation struggle loh!

At record Rm 4700 cpo, u still want to talk kok plantation company still struggle meh ?

Posted by Johnzhang > May 9, 2021 4:00 PM | Report Abuse

Cost of production increase won’t be very much , at most $100 per mt CPO due to higher labour and fertilizer costs. But CPO price surged by $ thousand. Why have to worry about minor cost increase? Plantations with borrowing save substantial bank interest due to lower interest rate.

Posted by Asia88 > May 9, 2021 2:38 PM | Report Abuse

You can have high selling price, but do expect to have higher cost too. Most of the planters in Malaysia is lack of workers to collect the fruits. Don't forget their union agreement signed by the planters and those workers union too.

Posted by Johnzhang > 2021-05-09 16:33 | Report Abuse

Regarding the impact of labour shortage on plantations , you can be assured that the plantations management know how to prioritize work ( harvesting come first) and to improve productivity of existing workers . There are many things plantations can do to reduce usage of labour eg. Using compound fertilizers that requires less application , further push for mechanization in weeding and fertilizer application, etc.

Posted by Parksonguy > 2021-05-09 18:34 | Report Abuse

Fast sell. Will declare windfall tax increase on the glove and palm oil sector

Posted by Parksonguy > 2021-05-09 18:35 | Report Abuse

Muhyiddin need increased tax to cover for covid expenses

Posted by DickyMe > 2021-05-09 18:40 | Report Abuse

A windfall tax sends a message to the entrepreneur that he/she must not earn a lot of profit.

Posted by stockraider > 2021-05-09 18:44 |

Post removed.Why?

Posted by CCWONG > 2021-05-09 20:22 | Report Abuse

Why so many adverse news on Bplant.

Bplant will grow and perform on its own.

Posted by brianklc > 2021-05-10 02:05 | Report Abuse

Parkinson, pls keep on posting whn market open today.

Posted by Jjkcl > 2021-05-10 06:03 | Report Abuse

Uptrend momentum

Posted by Plantermen > 2021-05-10 08:17 | Report Abuse

Windfall tax on the palm sector is already in existence since the late 80's {not a new tax} it's applicable if the CPO price in Peninsular hits above $2,500 and $3,000 in Sabah & Sarawak. Indonesia imposed a levy system of $55 - 250 { subject to CPO pricing} to subsidise the palm diesel B30 program. It is a fuel subsidy program to reduce Indonesia less dependent O fuel imports { but it also means less CPO is available for the export market. Of late, certain sectors are urging the MOF to impose the windfall tax regime on the glove producers { that's currently in place for the palm producers and IPP power producers} the MPOA {Palm Council association} is now engaging with the government to up the windfall tax ceiling from $2,500 to $3,500 for Peninsular and $3,000 to $4,000 in Sabah & Sarawak respectively. Meaning the tax only applies if CPO touch a higher ceiling price

Posted by Parksonguy > 2021-05-10 09:28 | Report Abuse

Fast run. Increasemeant of the windfall tax will be implemented. Run when earn

Posted by Jonathan Keung > 2021-05-10 09:37 | Report Abuse

Good clarifications on windfall tax and the levy structure. Good for producers if the tax rate structure on windfall can be fixed higher .

Posted by Xxxting > 2021-05-10 09:54 | Report Abuse

bplant or tdm better

Posted by LossAversion > 2021-05-10 09:56 | Report Abuse

UP anytime better!!!

Posted by Jonathan Keung > 2021-05-10 10:00 | Report Abuse

Bplant, TDM , Rsawit all recovering play. Time for oil palm stocks to shine. This is not a buy call.

Posted by Johnzhang > 2021-05-10 10:10 | Report Abuse

Ini Kali lah....
It's still at early stage of the run . A lot more upsides even if CPO stay above $4,000 .

Posted by Johnzhang > 2021-05-10 10:11 | Report Abuse

Parksonguy must be very very mad now .

Posted by Yippy68 > 2021-05-10 10:58 | Report Abuse

and don't turn back

Posted by brianklc > 2021-05-10 11:23 | Report Abuse

thanks Parkinson... pls shout out more

Posted by stockraider > 2021-05-10 11:26 | Report Abuse

Congrats all plantation investors

Posted by brianklc > 2021-05-10 11:36 | Report Abuse

Everything Parkinson throw becomes gold

Posted by calvintaneng > 2021-05-10 13:18 | Report Abuse

Slow and steady up for Palm oil this year

What glove did last year palm oil is repeating this year

Success begets success!

Posted by CCWONG > 2021-05-10 14:13 | Report Abuse

Hold on to more & more & more good news on palm oil this year.

Posted by Plantermen > 2021-05-10 14:26 | Report Abuse

Expect final dividend announcement in early June

Posted by Davidl > 2021-05-10 15:55 | Report Abuse

Autopilot mode to de north now ladies & gentleman, relax & waiting for de improvement qr.

Posted by Johnzhang > 2021-05-10 22:30 | Report Abuse

Surveyor ITS revealed that May 1-10 export is 30% higher than same period last month. That show export demand remain very strong .

Posted by brianklc > 2021-05-11 00:52 | Report Abuse

Let’s watch out for bplant Apr production these few days.

Posted by Dangel > 2021-05-11 08:20 | Report Abuse

Plantation stocks finally back in focus now & bplant the next black horse in plantation theme!

Posted by Jjkcl > 2021-05-11 08:45 | Report Abuse

CPO in Focus, uptrend

Posted by calvintaneng > 2021-05-11 15:19 | Report Abuse

BPLANT OR BUY PLANT (CLOSE YOUR EYES AND BUY)

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-05-11-story-h1565028572-FCPO_FOR_MAY_2021_NOW_IS_RM4_880_TIME_WHEN_ALL_GOES_DOWN_PALM_OIL_UP_SO.jsp