Posted by jester > 2012-09-13 15:56 | Report Abuse

I agree with 1M168. Lets just view plantation sector for now.

Posted by chongkonghui > 2012-09-13 16:28 | Report Abuse

1M168, good research on Plantation.

FGV is holding strong until end of GE13?

Next quarter results will be worst than Q2 due to
- lower CPO price
- lower sale (China to buy Indo first... that will Stockpile is high)

Posted by jester > 2012-09-13 16:40 | Report Abuse

Good observations by forum members.
Yes, plantation counters will be affected by the variables above mentioned. However, it is quite a decent sector for long term investors.

Even for long term, time your entry so that you have a comfortable margin of safety.

*just my newbie opinion ya*

Posted by mysaham > 2012-09-18 18:22 | Report Abuse

plantation stock will go down. 1st to go down.. FGV.

Posted by tonylim > 2012-09-22 00:26 | Report Abuse

jaya tiasa not included in your list, how come

Posted by 1M168 > 2012-09-25 15:03 | Report Abuse

Crude Palm Oil Price
RM2626 ▼20 ▼-0.76% US $855
September 25 2012 2:45:57 PM

Posted by 1M168 > 2012-10-01 12:00 | Report Abuse

who still not yet run ?????
Crude Palm Oil Price
RM2486 ▼60 ▼-2.36% US $808
October 01 2012 11:30:59 AM

Posted by passerby > 2012-10-01 22:15 | Report Abuse

if this continue, which sectors will benefit the most? food industries?

small holding planters definitely will not be happy....but agricultural land prices still haven't come down...going up most of the time but don't how to come down - "gravity" word is missing in their dictionary

Posted by 1M168 > 2012-10-02 14:49 | Report Abuse

Crude Palm Oil Price
RM2400 ▼64 ▼-2.60% US $786
October 02 2012 2:30:57 PM

Posted by 1M168 > 2012-10-02 15:00 | Report Abuse

song song song ..

Posted by chongkonghui > 2012-10-03 00:53 | Report Abuse

FROM MY BROKER:

FUTURE DEC DOWN RM209, CLOSED AT RM2,255 (LOWEST SINCE JULY 2010)

BE READY FOR MARKET CORRECTION (PLANTATION COUNTERS), DUE VERY SOON.

OVER-PRICED LIKE....
- TSH
- RSAWIT

OTHERS ALSO KENA
- KFIMA
- KLK
- IOI

Posted by talk2pkc > 2012-10-03 04:17 | Report Abuse

Time to sleep then ..........

Posted by 1M168 > 2012-10-03 10:45 | Report Abuse

song song song

Posted by bryan_su > 2012-10-03 10:52 | Report Abuse

MWE。。

Posted by 1M168 > 2012-10-03 11:06 | Report Abuse

song song song .. start dance

Posted by 1M168 > 2012-10-03 11:29 | Report Abuse

When is entry point ? When we predict drop ..

Posted by 1M168 > 2012-10-03 11:47 | Report Abuse

28 Aug CPO still RM 2.9k

today 3 Oct CPO at price RM 2.2k

Prove Plantation Stock must adjust 30%

Posted by 1M168 > 2012-10-03 11:49 | Report Abuse

Let us talk about when is entry point ? Next 3 months , 6 months ?

Which counter to buy in ?

Posted by 1M168 > 2012-11-08 12:55 | Report Abuse

Start dropping .... finally.

Posted by stock5678 > 2012-11-08 12:56 | Report Abuse

I hold UTDPLNT, still not drop so much in term of percentage :(

Posted by trefoil > 2012-11-08 13:01 | Report Abuse

I m still holding RSawit and Kulim WC...
Cannot sell leh...,

Posted by 1M168 > 2012-11-08 13:18 | Report Abuse

if u able to keep .. just keep. Later drop buy more to average. :-)

Posted by 1M168 > 2012-11-08 17:57 | Report Abuse

Hope tomorrow drop another 5% ...

Posted by 1M168 > 2012-11-21 14:37 | Report Abuse

Will plantation company continue drop ?

Posted by reyes430 > 2012-11-21 14:45 | Report Abuse

hi can i have the link for this? "PLEASE READ the article from IJMPLANT BOSSS.. WHY SABAH MILLS died ."

Posted by 1M168 > 2012-11-21 15:42 | Report Abuse

Sorry, this is what i read from theedge weekly newspaper.

Adjustment must have 30% from top ...since CPO adjust more than 50% from top.

Posted by 1M168 > 2012-11-21 15:44 | Report Abuse

TH PLANT RM 1.70

Posted by 1M168 > 2012-11-21 15:46 | Report Abuse

P/E all more than 20, Is that mean over value or over demand for Plantation stock?

Posted by stock5678 > 2012-11-21 15:58 | Report Abuse

Certainly big brothers are trying to support where plantation is one of the main income source by government, i guess

Posted by 1M168 > 2012-11-22 10:17 | Report Abuse

Source from Taiko : CPO price will remain lower until all stock clear. The actual figure of Stock Pile actually is higher than what government(MPOB) has been announced. Because some of the big Plantation company they are reserve the Oil at their own tank and waiting for the better price only dispose. So, mean while at the moment or next 4-6 months you wont see any improvement on CPO price. Strongly call sell and avoid or away from plantation stock. 2013 2H you can get more cheaper entry point.

Posted by 1M168 > 2012-11-26 11:30 | Report Abuse

uh lala..

Posted by 1M168 > 2012-11-26 17:38 | Report Abuse

Crude Palm Oil Price
RM2437 ▲42 ▲1.75% US $797
November 26 2012 5:15:54 PM

Posted by 1M168 > 2012-12-06 15:03 | Report Abuse

RM2300 ▲16 ▲0.70% US $755
December 06 2012 2:45:50 PM