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....
Most of Bplant retail shareholders are in for the long term or value investing. Not the flip or contra players. For the past 14-16 months Bplant shares zip zap between 53 sen - 65 sen range
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.
I think investors need to see solid earning results before jumping in. Q1 results may not be fantastic due to generally lower production y-o-y. Fantastic results will come in Q2 which will be reported in Aug.
Strong coming qtr result expected. Average CPO selling price substantially higher { 8 year high}. Imagine if they sell 50% on spot basis. Do your own research and look at their production too This is not a buy call. Jan 2021 - $ 3,748 Feb. 3,895 Mar. 4,041 Apr. 4,220 May. 4,700 { physical new high}
Remember that Dec 2020.... ALL analysis expected a Range of 2700 to 3200 for CPO ?? ..... Those $#$@#$@$@45 !!!!! Was laughing at those "HIGHLY PAID" analysis.
Park ........ Most of BUYERS now are Foreign. What is rm0.65 to them ?. US 100 million = Rm 410 million. Enough to MOB UP ..........800million shares !!! .... What is the 'Free Float shares" in market now ???
As for increase in " PO export Tax" ....... I actually wish Govn will IMPLEMENT it ! It is CALLED ..." Political Suicide ". Most of Plantations are "Malays" dominated . Such move will Counted with a call to " Implement Super Taxes on GLOVES companies" ...... And it is " Definitely MORE acceptable" to the Elites malays. So ......... ??? ..... ( Why are there so many AH who do not use the BRAINS ?? )
CPO export tax is only applicable to Producers who ship out { export} their CPO overseas. This tax was originally intented to protect the local refiners. For the record Malaysia export only limited percentage of their domestic production{ CPO} overseas { majority 95% is RBD olein, RBD palm oil and other processed palm oil for the overseas market. Whereas Indonesia is world number 1 exporter and producer of CPO whereas Malaysia is the number one exported of PPO. There is a marker difference between CPO vs RBD olein or processed palm oil. Boustead sells the CPO directly to local refiners. They do not export their CPO directly. FGV, IOI, Sime Darby eg. have the own Tax duty exemptions permits when they ship out their CPO to their own overseas factories.
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....
Jonathan Keung
4,437 posts
Posted by Jonathan Keung > 2021-05-05 10:37 | Report Abuse
No issue bro. Just sharing the positive side of things that can propel BP price to scale higher grounds