hahaha wtf are you guys whining about wkwkwkwk 4 days red one day green also cheering like some kampung champion wakakakaka. already warn many times, you choose to chase now you cut loss later hehehehe
Wakakakakakkaka....this is funny.... ---------------------------------------------------------------------- Gameover, based on ur songsang logic, CPO have been up for so many months, so it’s down for a few days, what’s for u to cheer about?
basic salary for palm oil worker increased from 1600 last year to 2500 this year, if not making money which tauke will pay > 50% annual increment. The best thing about cooking oil, is that there is no way you can suddenly increase the supply, like crude oil they can release reserve, not the case for cooking oil. Next 3 - 6 months CPO not likely to go below 4500, anything > 2500 is profit, with 4500 it would be extreme nice profit. i dun understand why keep saying game over
Quarter Jan to March will be the best ever in history. All plantations co will report record profit. As for us minority expect bumper dividend and other benefits … bonus/ privatization/ M&A . Among all Bplant most likely.
Argentina being the largest Soy Bean Oil exporter facing La Nina and expected Yields this year drop 20%. Currently , Argentina rise Export tax to make sure Edible Oil for local market is stable. Black Sea (Ukraine and Russia) contributes 70% of the Sunflower Oil in the world. Now Russia ban exporting Sunflower Oil to unfriendly countries and West Ukraine which is the main area to plant Sunflower oil switch to plant Oat, Millet and Buck Wheat due to East Ukraine mainly control by Russia and East Ukraine is the main area to plant Buck Wheat, Oat and Millet. That means Sunflower Oil will soon facing shortage
40% of the Potassium fertilizers are from Belarus and Russia . March is important month to put fertilisers and now is over. from now to May are the important months to plant crops. The war and Sanction has cause the planting interrupted and believe this year food and edible oil supply will be badly affected .
Aiyo, own money own control la, why listen people call buy / sell? Earning money you would not share to people who ask you buy, lost money you can't claim with people who ask you buy, so... control yourself la...
No worries. PGO will still alive, with his free ID and registration with i3; game over is only meant for himself. Plantations will be here to stay until the day mankind doesn't need food and cooking oil anymore.
Ummm, Now I realised. I though I’m the one normally invest without using Brain. But I never know there is another Gameover even worst, he got no brain to use
https://www.globaltimes.cn/page/202204/1257528.shtml "" Coldest April day in 75 years hits rural France "" .... Already April and have FREEZING fronts coming into EUROPE. Not surprising if it HITS other regions of EUROPE which are suppose to be PLANTING period. SO.... What are the RISK of FOOD shortages coming in Summer /Autumn / Winter ??? Can we have some "Related and Pertinent " information which may cause CPO to rise ?
If Crude Oil stays are US$100/barrel ..... Both Malaysian and Indonesian Govn have indicated they will IMPLEMENT the B20 ( Malaysia) and B40 (Indonesia) blends for Diesel. Jet Fuel will also play a part now that countries have open up their Tourism sector. How much CPO will be absorbed by this ? And will it cause a shortage in Supplies to Market ? Any Pro here can hazard a guess. ???
Tough question on B20 usage vs impact on palm oil stock ratio. Prior to 2018-2019. { Indonesia started the ball rolling on blended fuel} Dorab Mistry and James Fry call it the game changer. James Fry estimated Indonesia supply of cpo will be curtail by 500,000 tonnes { est } Malaysia was a non starter in the blended bio fuel game { due to our government fuel subsidy} Indonesia has progress to B30 from the intial B10 program. The Indonesia Estate fund initiated was to subside & expedite the blended fuel program. The aim is to stabilise cpo prices and earmark part of the oil production as a alternate fuel instead solely 100% as a food crop. Indonesia { Jokowi} also emphasise the need to preserve Indonesia foreign outflow of the country foreign exchange reserve. Indonesia is a net importer of mineral oil
Planterman ..... Glad to have your insight. If B20 (Malaysia), B30(Thailand) and B40(indonesia) problem has a "insight" ...Perhaps the prices of CPO direction would be "clearer" . So far ( my 2 cents ) .... Thailand and Indonesia are incline to RAISE CPO consumption in Diesel and Air Fuel to conserve US $ as they will need it to BUY .."FOOD" in the coming months. .... So of the CPO Sifu's are missing ... (LoL)
stockraider ..... check out ... https://www.barchart.com/futures/quotes/CUM22/interactive-chart .June 22 CPO at ~Rm5,100/- ... Do NOT think it would go below that. 50 day Moving average is at rm5,100 .. Now ....... With a majority of trades above Rm5,100 for deliveries.
Raider, bplant is better thn reits as dividend from reits is subject to 10% withholding tax, u only receive 90% net dividend, bplant u receive 100% dividend
Reits are being tax at lower level compare to company tax rates loh!
It is just that.....govt already tax the company at 24%.......and the company paid the IRB on your behalf b4 they paid u mah!
On the otherhand....for Reits do not pay the tax to the govt...they pass it to the unit holder to settle mah!... the govt just impose withholding tax as a down payment....and the company pays the rest to u as distribution after deducting the withholding tax loh!
U r suppose....to claim back from the govt, if they over withhold your tax mah, but if they have under withhold your tax....u just keep quiet loh!
Lurker, if a persons reit dividend income is significant, it might NOT be wise not to report in Income Tax submissions as there are audit trails for dividend income. LHDN/MOH is investing a lot of money to link all systems to have more robust overall system to minimise tax leakage.
Lurker, Spore Reits are much better return since 2020. 2020 many above 10% and now still have many quality reits pay more than 7%. Spore can pay that high due to Totally tax free for individual investors.
for reit and dividends LHDN already has all the data. Matter of time only
the priority for LHDN seems to be rental income. anybody receiving rental income and not declared to LHDN is automatic compound. You cannot run away from this. I have never ever seen anybody who managed to run away from this.... unless rental agreement is NOT stamped at LHDN office. Once stamping done, the LHDN computer will match the rental agreement with your tax returns.
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....
plantationgameover
100 posts
Posted by plantationgameover > 2022-04-04 17:57 | Report Abuse
hahaha wtf are you guys whining about wkwkwkwk 4 days red one day green also cheering like some kampung champion wakakakaka. already warn many times, you choose to chase now you cut loss later hehehehe