Posted by gemfinder > 2022-02-18 13:12 |

Post removed.Why?

Posted by ahbah > 2022-02-18 13:21 | Report Abuse

Can try n add some.

Posted by 888STOCK888 > 2022-02-18 13:22 | Report Abuse

From Maybank

Raising 2022E CPO ASP to MYR4,100/t | POSITIVE
We raise 2022 CPO ASP forecast to MYR4,100/t from MYR3,200/t after a confluence of factors that have driven present CPO prices to above MYR5,000/t. We maintain our view that high CPO prices may not sustain once supply normalizes, likely in 2H22. Except for KLK, we are keeping EPS forecasts, call and TP for our other stock coverage pending updates on their FFB output and cost expectations during 4QCY21 results release. Stay POSITIVE on the sector. Preferred BUYs are KLK, SOP, and BPLANT.
https://mccw6.dra.agconnect.link/P89KW

Posted by brianklc > 2022-02-18 13:32 | Report Abuse

sime darby plant announced huge profit just now...

Posted by Diamond7 > 2022-02-18 13:33 | Report Abuse

Bplant
Strong! Very strong!!!

Posted by Mcaresdk91 > 2022-02-18 13:51 | Report Abuse

tq sifu calvin cant go wrong with bplant.

Posted by brianklc > 2022-02-18 14:13 | Report Abuse

RM1 today possible?

Posted by ahbah > 2022-02-18 14:17 | Report Abuse

Highly probable.

Those who wait, may got to pay more later on lah.

Posted by brianklc > 2022-02-18 14:57 | Report Abuse

Mar FCPO 6060

Posted by RJ87 > 2022-02-18 14:59 | Report Abuse

Brian damm excited.

Seems like my expectation on bplant isnt that ridiculous afterall

Posted by ahbah > 2022-02-18 16:35 | Report Abuse

The bull$ is in the plantation sector.

Onli plantation stks can give us angpow$$$.

Just collect some n see how lah.

Posted by Jonathan Keung > 2022-02-18 16:36 | Report Abuse

Yup. Bull run for palm oil counters

Posted by ahbah > 2022-02-18 16:40 | Report Abuse

Glove stks ... veri old bulls

Tech stks .... oredi matured bulls

Plantation stks ... a young n growing big bull

The more we wait for plantation stks, the faster they grow big.

Posted by brianklc > 2022-02-18 16:53 | Report Abuse

9mil vol, not bad... focus was on bstead today... monday we shall see RM1?

Posted by shiby > 2022-02-18 16:58 | Report Abuse

maybe next week can go over rm1.we all had hold for a fews months already. will wait results before deciding. have a nice weekend everyone

Posted by gemfinder > 2022-02-18 17:05 |

Post removed.Why?

Posted by Jonathan Keung > 2022-02-18 18:01 | Report Abuse

Heavy buying from our southern neighbours. Their exchange consist of tech stocks & Indo planters only

Posted by kmohan62 > 2022-02-18 19:35 | Report Abuse

Shareholders can expect good divdend upon the annoucement of the coming qtr result..high likelihood of price climbing to at least RM 1.30 by the end of 1st half of 2022.

Posted by gemfinder > 2022-02-18 20:46 | Report Abuse

Wat is d tp given by maybamk?

Posted by Goldgent > 2022-02-19 06:56 | Report Abuse

IB issued 3 consecutive articles in 3 days.
Hong Leong Bank: Near term CPO price to remain elevated https://klse.i3investor.com/blogs/hleresearch/2022-02-16-story-h1598491706-Plantation_Near_Term_CPO_Price_to_Remain_Elevated.jsp
Maybank: Raising 2022E CPO ASP to MYR4,100/t https://alphaedgeinvesting.com/2022/02/18/ke-regional-plantations-positive-7/
Public Bank: A Super-Cycle for the Palm Oil Industry https://klse.i3investor.com/blogs/PublicInvest/2022-02-18-story-h1599170111-Plantations_A_Super_Cycle_for_the_Palm_Oil_Industry.jsp

Posted by Goldgent > 2022-02-19 06:58 | Report Abuse

But only Public Bank change TPs & ratings on individual planters in reflecting high CPO price & production cost assumptions. The other two (Hong Leong & Maybank) probably wait for the upcoming QR results in the next few days.

Posted by Kon Lim Chai > 2022-02-19 08:33 | Report Abuse

@John, i like your opinion and hope for the best! Wishing you success and prosperity plus good health!

Posted by Johnzhang > 2022-02-19 09:48 | Report Abuse

Thanks Kon. Wishing you a ‘roaring’ Tiger Year . Stay happy and healthy.

Posted by MuttsInvestor > 2022-02-19 13:20 | Report Abuse

Morgan stanley made a Call on CPO. read their article in news.

Posted by kmohan62 > 2022-02-19 13:32 | Report Abuse

I don't see any constant dividend payout by any of the palm oil counters currently below RM1.00.In that respect Boustead Plantation ( BPlant ) is in a better position to enjoy price appreciation as investors especially foreign institutional investor will root for constant dividend payout as one of the criterion is deciding investment prudence.This will definitely propel the rate of price appreciation of BPlant once it breaches RM1.00 mark.Most likely will happen the next two weeks.

Posted by Johnzhang > 2022-02-19 15:44 | Report Abuse

Bplant will cross $1 mark most probably on Monday itself .

Posted by Ayambrand > 2022-02-12 16:00 | Report Abuse

Bplant to the moon

Posted by ahbah > 2022-02-19 09:27 | Report Abuse

Bplant is still lying on the ocean floor, still got a long long way to the moon.

All can still get in lah. Get some first.

Of course, if we wait then Bplant shall float UP HIGHER n HIGHER lah n no wait for us.

Posted by MuttsInvestor > 2022-02-19 19:48 | Report Abuse

The Next Target Price level should be interesting. New trend or as per previous trends which was based on EPS ??

Posted by Johnzhang > 2022-02-19 20:54 | Report Abuse

How Russia-Ukraine conflict will hit global market (report in CNA);
Any interruption to the flow of grain out of the Black Sea region is likely to have a major impact on prices and further fuel food inflation at a time when affordability is a major concern across the globe following the economic damage caused by the COVID-19 pandemic.

Four major exporters - Ukraine, Russia, Kazakhstan and Romania - ship grain from ports in the Black Sea which could face disruptions from any military action or sanctions.

Ukraine is projected to be the world's third largest exporter of corn in the 2021/22 season and fourth largest exporter of wheat, according to International Grains Council data. Russia is the world's top wheat exporter.

Posted by brianklc > 2 months ago | Report Abuse

John, as per somebody, Russia (Politics) is a no-no to be discussed here…

Posted by brianklc > 2022-02-25 17:15 | Report Abuse

Apparently someone just don’t trust Ukraine crisis affects commodities n deem it as nonsense…

Posted by brianklc > 2022-02-19 22:59 | Report Abuse

Hahaha… on a more serious note… any deterioration in R vs U will impact everyone on a macro scale… but will positively impact on commodities… start with crude oil n gas… whn crude oil is expensive, EU will review the contents n usage of the biodiesel…

Posted by ahbah > 2022-02-19 23:05 | Report Abuse

Mr John is just stating the fact of corn, wheat n grain exporter onli,

taklat discuss politics lah.

Posted by brianklc > 2022-02-20 00:33 | Report Abuse

Someone don’t know it’s interrelated la…

Posted by brianklc > 2022-02-20 00:33 | Report Abuse

https://www.thestar.com.my/business/business-news/2022/02/19/cpo-prices-to-continue-supply-led-rally-this-year

Posted by brianklc > 2022-02-20 00:34 | Report Abuse

The above contained very good analysis from Mohd Haris Mohd Arshad, managing director of Sime Darby Oils

Posted by brianklc > 2022-02-20 00:38 | Report Abuse

“…. Mohd Haris explains that in the second half, palm oil production should recover with the easing of labour shortages on plantations in Malaysia, and at the same time, “you’ll see good soybean crop (production) from Latin America initially and then the United States, and you may see the geopolitical situation improving in Ukraine (the world’s largest producer of sunflower seed and sunflower oil), and then you could get CPO prices back down….”

Posted by brianklc > 2022-02-20 00:40 | Report Abuse

Eh, is Haris talking nonsense? Perhaps someone is more expert than MD of Sime Darby Oils

Posted by brianklc > 2022-02-20 00:43 | Report Abuse

Btw, if u read between the lines, if any of the conditions are not met, 2H22 CPO price will stay elevated too…

Posted by brianklc > 2022-02-20 00:45 | Report Abuse

Haris used the words “should”,”may” and “could”

Posted by 888STOCK888 > 2022-02-20 04:21 | Report Abuse

Unfortunately palm oil price will head toward 10,000 mark soon due to the drop in production + manufacturers in consumer products/biofuel are panic buy too to keep their production cost low.

Posted by brianklc > 2022-02-20 11:40 | Report Abuse

Tyranny, let’s focus back on bplant Q4 results next week… coz it’s an easier topic than geopolitical and supply chain… any guess on underlying (exclude extraordinary items if any) profit for bplant?

Posted by brianklc > 2022-02-20 11:46 | Report Abuse

Actually it’s not hard to guess once u got the operating cost per MT based on Q3 x Q4 production and use the % of realised CPO price delta of Q4 vs Q3 for those companies that have announced. Interest cost can be easily calculated based on the same repayment trend for Q3. Agak-agak…

Posted by anonymous91 > 2022-02-20 13:08 |

Post removed.Why?

Posted by Sslee > 2022-02-20 13:14 | Report Abuse

My estimate Q4:
Revenue 316 million.
Profit before tax 140 million.

Posted by Johnzhang > 2022-02-20 13:48 | Report Abuse

Sslee's Q4 estimated PBT of $140 mil is very realistic.

Posted by Plantermen > 2022-02-28 08:54 | Report Abuse

Most of Bplant CPO sales are tied or lock up with buyers based on MPOB average price. Sales price will be in line with market expectations

Posted by Plantermen > 2022-02-20 13:58 | Report Abuse

Whereas Sime estates are the feeder base for their downstream refineries. Current Cpo price rally good for upstream planter's but tough for those with big refineries. Their downstream operations will be stretch with margins squeeze.

Posted by ahbah > 2022-02-20 15:20 | Report Abuse

Look for our pot of gold in the plantation sector. That is where we can

find it.