|
| |
Change in Board Member Hints : Click here to modify the Visible Columns.
  StartOfTheBull On 31 December 2020 United States announced it will ban all shipments of palm oil imports from Sime Darby Plantations Berhad, following that it share price dived from RM5.00 to as low as RM3.50 in August 2021. Theoretically, it share price should rebound in the near future. https://www.malaymail.com/amp/news/money/2023/02/05/hr-minister-revocation-of-us-ban-on-sime-darby-plantation-will-have-positive-impact-on-industry/53525 05/02/2023 7:27 PM  calvintaneng Simeplant a stock with 200 years old history Sitting on Prime lands in Selangor still at rock bottom old book value 20/02/2023 9:29 AM calvintaneng https://www.tradingview.com/symbols/MYX-FCPO1%21/ Excellent rebound up Now FCPO Rm4190 Cost as low as Rm1800 per ton due to Fertilizer price crashed by almost 80% & return of fruit hartesters Gross profit over 100% Palm oil is the most profitable industries best to buy while cheap 20/02/2023 1:08 PM calvintaneng FCPO NOW RM4332 Cost only Rm2000 More than 115% Profit https://www.tradingview.com/symbols/MYX-FCPO1%21/ 03/03/2023 1:12 PM calvintaneng Simeplant among world's biggest plantation land owners is very undervalue 16/03/2023 10:27 PM Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥ Security LastPr PE DY% Divcts ROE ttm-marg SIMEPLT (Plantation) 4.28 11.9 3.8 16.04 15.18 11.8 30/03/2023 4:23 PM Kensington Technically, the stock looks bullish ahead of its quarterly announcement expected on 22 May 2023. 17/05/2023 10:50 AM StartOfTheBull GLC plantations stocks:- KLK Genting Plant IOI Corp SimeP United Plant 24/05/2023 4:25 PM calvintaneng 2nd Quarter FFB results out! And they are better than 1st Quarter. Will Palm oil cos increase dividend payouts? Calvin Tan https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-07-19-story-h-245505452-2nd_Quarter_FFB_results_out_And_they_are_better_than_1st_Quarter_Will_P 19/07/2023 7:38 PM calvintaneng see this FCPO CROSSED RM4000!!! https://www.tradingview.com/symbols/MYX-FCPO1!/ 20/07/2023 5:06 PM calvintaneng WHEN PALM OIL ESTATES TURN INTO INDUSTRIES & TOWHSHIPS: THE HIGHEST VALUE IS ACHIEVED, Calvin Tan https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-07-26-story-h-244697165-WHEN_PALM_OIL_ESTATES_TURN_INTO_INDUSTRIES_TOWHSHIPS_THE_HIGHEST_VALUE_ 26/07/2023 1:53 AM calvintaneng SIMEPLANT ALSO GOT LANDS IN SARAWAK JAYA TIASA (4383) PALM OIL JEWEL: ALL ROUND IMPROVEMENTS: Lower gearing by Cash Inflow, Resume dividend payout & Highest FFB harvested, Calvin Tan https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-08-05-story-h-243713935-JAYA_TIASA_4383_PALM_OIL_JEWEL_ALL_ROUND_IMPROVEMENTS_Lower_gearing_by_ 05/08/2023 10:22 PM wallstreetrookieNEW Nomura Asset Management acquired 200,000 CIMB-Principal Asset Management 130,000 08/08/2023 3:13 PM wallstreetrookieNEW Crude palm oil prices face an upside risk due to the continuing Russia-Ukraine war, Affin Hwang IB analysts Nadia Aquidah, Steven Chan and Andrew Lim say in a note. Uncertainties due to the war can disrupt global grain supply, pushing vegetable oils prices higher, they say. Global warming can also disrupt crop production yields and make prices volatile, they add. The analysts maintain CPO price estimates for 2023 at MYR3,800/ton-MYR4,000/ton and for 2024 at MYR4,200/ton-MYR4,400/ton. They reckon that the plantation sector's earnings will grow by around 4%-5% with every MYR100/ton increase in CPO prices. They maintain a neutral rating on the sector and select Kuala Lumpur Kepong and Jaya Tiasa Holdings as their top picks 09/08/2023 8:10 PM calvintaneng Palm oil demand boosted as rival oil prices jump on supply woes Vegoils MUMBAI (Aug 10): Demand for palm oil has been increasing as its discount to soyoil and sunoil has grown, driven by the recent price rise in rival oils due to production concerns in the US and supply disruptions from the Black Sea region, industry officials said. This surge in demand is expected to assist Indonesia and Malaysia in bringing down their palm oil inventories, simultaneously bolstering Malaysian palm oil futures. "Aggressive pricing has been aiding palm oil as buyers are shifting toward palm oil from other oils for near-month shipments," said Sanjeev Asthana, chief executive officer at Patanjali Foods Ltd, India's top palm oil buyer. India, the world's biggest buyer of edible oils, imported 1.09 million metric tonnes of palm oil in July, nearly 60% more than June and the highest in seven months. India's imports would remain robust during August and September as well, Asthana said. Crude palm oil is offered at US$910 (RM4,162) a tonne including cost, insurance and freight (CIF) to India for September shipments, compared with US$1,050 for crude soyoil and US$1,010 for crude sunflower oil, dealers said. Soyoil prices jumped in the last one month on production concerns in the US and lower supplies from top exporting Argentina, while sunflower oil became expensive after Russia withdrew from the Black Sea grains deal, said a New Delhi based dealer with a global trade house. The Black Sea region accounts for 60% of world sunflower oil output and 76% of exports. "Palm oil prices didn't rise; instead, they came down due to rising stocks in the producing countries and become even more cheaper for buyers," the dealer said. Price-sensitive Asian buyers traditionally rely on palm oil because of low costs and quick shipping times. Along with India, China, Bangladesh and Pakistan have also been raising palm oil purchases for August and September shipments, said a Mumbai-based trader. China's July vegetable oil imports, which mainly consist palm oil, jumped 48% from a year ago to 778,000 tonnes. Palm oil's discount to rival oils is likely to come down gradually as rising exports would bring down the inventories in both Malaysia and Indonesia, the trader said. Malaysia's palm oil exports rose 15.55% to 1.35 million tonnes in July, according to the Malaysian Palm Oil Board. In the first ten days of August, exports of Malaysian palm oil products rose 17.5% to 383,795 tonnes, AmSpec Agri Malaysia said on Thursday (Aug 10). Read also: Malaysia's end-July palm oil stocks at five-month high 10/08/2023 6:09 PM calvintaneng SIMEPLANT IS WORLD BIGGEST PALM OIL CO TSH RESOURCES (9509) POSITIVE DEVELOPMENTS BY PRO-ACTIVE MANAGEMENT POINT TO A BRIGHTER FUTURE, Calvin Tan https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-08-10-story-h-242937383-TSH_RESOURCES_9509_POSITIVE_DEVELOPMENTS_BY_PRO_ACTIVE_MANAGEMENT_POINT 10/08/2023 10:24 PM mf 5285 SIMEPLT, SIME DARBY PLANTATION BERHAD - + Changes in Sub. S-hldr s Int (Section 138 of CA 2016) 5 Sep 2023, 13:20 Particular of Substantial Shareholder Name EMPLOYEES PROVIDENT FUND BOARD Address 5th Floor, EPF Tower No. 1, Persiaran Kwasa Utama 40150 Shah Alam Selangor Malaysia NRIC/Passport No/Company No EPF Act 1991 Nationality/Country of Incorporation Malaysia Descriptions (Class & Nominal Value) Ordinary Shares Name & Address of Registered Holder You are advised to read the entire contents of the announcement or attachment. To read the entire contents of the announcement or attachment, please access the Bursa website at http://www.bursamalaysia.com Change Detail Change Date 30 Aug 2023 Change Reason Citigroup Nominees (Tempatan) Sdn Bhd Employees Provident Fund Board(Disposal of 500,000 shares on 29 August 2023) Nature of Interest 1012319889 Transaction Detail Transaction Type Date of Change No of Securities Price Transacted (RM) Disposed 29 Aug 2023 500,000 0.000 No of Securities after Change Direct Interest (units) 910,108,490 Direct Interest (%) 13.16 Indirect Interest (units) 102,211,399 Indirect Interest (%) 1.478 Total Share after Change 1,012,319,889 Remarks You are advised to read the entire contents of the announcement or attachment. To read the entire contents of the announcement or attachment, please access the Bursa website at http://www.bursamalaysia.com N202309053600066EN 05/09/2023 2:05 PM calvintaneng SIMEPLANT IS A POTENTIAL KLK calvintaneng THE 7 PHASES OF A SUCCESSFUL PALM OIL COMPANY, Calvin Tan https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-09-26-story-h-218987595-THE_7_PHASES_OF_A_SUCCESSFUL_PALM_OIL_COMPANY_Calvin_Tan Most probaly Bplant now at Stage Seven (no longer cheap) Jaya Tiasa at Stage Four Going Into Stage Five offers better value TSH going out from Stage Three to Stage Four offers the Best Value 26/09/2023 9:58 PM calvintaneng THE HIGHLY DEFENSIVE NATURE OF PALM OIL CO VERSUS OTHERS: Eg. NPC RESOURCES VERSUS KNM, Calvin Tan https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-10-11-story-h-217915830-THE_HIGHLY_DEFENSIVE_NATURE_OF_PALM_OIL_CO_VERSUS_OTHERS_Eg_NPC_RESOURC SIMEPLANT IS BIGGEST PALM OIL LAND OWNER ON EARTH 11/10/2023 11:04 PM StartOfTheBull Indeed, prediction by Dorab Mistry same time last year has precisely happened today. Will his prediction comes true again next year? https://www.sinchew.com.my/news/20231104/finance/5103631 04/11/2023 12:58 PM calvintaneng AT LONG LAST: LTAT OFFICIAL ACCEPTANCE FORM TO TAKE BPLANT PRIVATE IS OUT, What should you do next? Calvin Tan https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-11-18-story-h-214372654-AT_LONG_LAST_LTAT_OFFICIAL_ACCEPTANCE_FORM_TO_TAKE_BPLANT_PRIVATE_IS_OU 18/11/2023 12:15 AM calvintaneng Yes see Pm Corp Calvin still holding some https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-09-20-story-h-239183963-10_ANNIVERSARY_IN_i3_INVESTOR_FORUM_LOOKING_AT_PM_CORP_PERFORMACE_Calvi 18/11/2023 12:26 AM calvintaneng SIME DARBY PLANT WORLD BIGGEST They put locked on olive oil (Later soyoil, canola oil and even palm oil might follow) See https://www.asiaone.com/world/spanish-supermarkets-lock-olive-oil-shoplifting-surges Vege oil prices go up due to Biofuel use As food As cooking oil 20/11/2023 8:30 PM Rhenly Sime Darby Plantation Bhd's significant Q3 net profit surge underscores effective management and successful strategies, positioning the company for ongoing growth https://www.facebook.com/groups/1601111216784121/posts/3847315868830300 27/11/2023 3:42 PM calvintaneng PALM OIL COMPANY PROFITS IN YEAR 2019 VERSUS NOW IN 2024 (After 4 to 5 Years Show Excellent Growth, Calvin Tan https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-01-08-story-h-210649988-PALM_OIL_COMPANY_PROFITS_IN_YEAR_2019_VERSUS_NOW_IN_2024_After_4_to_5_Y 08/01/2024 8:05 AM Dehcomic01 Since its listed on Bursa Malaysia in Nov 2017, its revenue grew at 24 % CAGR (2018 to Sep LTM 2023). Over the same period net income grew at 56 % CAGR. But its total assets only grew at less than 3 % CAGR. So, is this a growth company? What do you look at when assessing whether a company is a growth one? Professor Damodaran opined that we should link growth to the business fundamentals. Growth needs to be funded and can be estimated from the fundamental equation of growth = Return X Reinvestment rate. I estimated that over the past 5 years, its Return as measured by the NOPAT/Capital averaged 6%. Its Reinvestment rate average 12%. Growth was less than 1 %. So is this a growth company? Why is growth important from an fundamental investor perspective? This is because the intrinsic value depends on what you estimate as the growth rate. https://www.youtube.com/watch?v=9KhboTCMdEg 14/01/2024 9:31 AM calvintaneng THESE ARE LONG TERM FUNDAMENTAL SUPPORT FOR PALM OIL 1. PERENIAL DEMAND WHICH IS FOR AS LONG AS HUMAN BEING EXISTS ON PLANET EARTH A. COOKING OIL ALL HUMANS NEED TO EAT FOOD. PALM OIL IS THE CHEAPEST COOKING OIL USED BY 8 BILLIONS HEAVY USERS OF PALM OIL ARE CHINA, INDIA, PAKISTAN AND OTHERS AS IN TOOTHPASTE EVERY MORNING AND NIGHT 8 BILLION PEOPLE NEED TO BRUSH TEETH WITH COLGATE PALM OIL AND OILVE 3. 50% OF ALL CONSUMER GOODS IN SUPERMARKET GOT PALM OIL ALL THE NEED FOR GREEN ENERGY INDONESIA BIOFUEL B35 WILL INCREASE TO B100 AT B100 77% OF ALL PALM OIL PRODUCED IN INDONESIA WILL BE USED AS BIOFUEL ONLY 23% LEFT NOT ENOUGH FOR EXPORT IN USA THEY NOW GOT TO IMPORT SOYOIL FOR BIOFUEL SO FROM BOTH FOOD AND FUEL THERE ARE TWIN SUPPORT FOR PALM OIL AS WORLD POPULATION INCREASES AND PALM OIL LANDS CANNOT INCREASE DEMAND WILL CONTINUE TO OUTSTRIP SUPPLY JUST LIKE FISH IN THE SEA (NOT ENOUGH) AND GETTING EXPENSIVE SO PALM OIL CAN ONLY GO PAST RM4000, PAST RM5000, PAST RM6000 AGAIN AND ON TO HIGHER PRICES THAT IS WHY PALM OIL DEMAND IS INELASTIC LIKE WATER PLUS A PLUS POINT END OF LIFE USE FOR PALM OIL THE UNDERLYING LANDS ONE DAY WILL HAVE COMMERCIAL POTENTIAL AND CONVERTED INTO HOUSING, DATA CENTER, SOLAR FARM, INDUSTRIAL PARK, NEW TOWNSHIP AND EVEN NEW CAPITAL CITIES BOTH EARNINGS AND VALUE WILL GO HIGHER 23/01/2024 12:22 PM  Mabel *Malaysia Plantations* *The unsung heroes of the nation (and the world)* 11 March marks the 4th anniversary of COVID-19 pandemic. We pay tribute to the plantation sector that has contributed immensely during the pandemic. While not undermining the sacrifices by the front-liners and others in the fight against COVID-19, this sector has played its part in ensuring food security, job security, and health security not just for the nation but the world over. Despite rising cost challenges and falling output, the sector still made huge monetary contribution of >MYR23b over the past 4 years in various forms of direct and indirect taxes, and contributions. *>MYR23b in “social” contribution to the grateful for* Between 2020 and 2023, the plantation sector has contributed approx. MYR6.1b in windfall profit levy, MYR3.7b in export duties, MYR1.3b in MPOB CESS (see Fig.1), MYR0.2b in Prosperity Taxes, >MYR6b in Sabah and Sarawak Sales Taxes (our back-of-the-envelope estimates), and easily >MYR6b in corporate income taxes and individual taxes (by the smallholders) to the Malaysian government . The sector is said to be among the highest tax contributor in terms of total taxes (including windfall profit levy, export duties, CESS, and Sabah and Sarawak Sales Taxes, in addition to corporate taxes). Monies collected by the government were channelled to (among others) nation building and running of many social programmes including free COVID vaccinations given to the people and cash handouts given to the needy during the pandemic. *Food & health security roles often taken for granted* Palm oil holds more than 50% market share in the global vegetable oils trade. Hence, its continuous availability is crucial to global food security as well as health security. Throughout the pandemic, palm oil exports never stopped as the government allowed palm oil cultivation to proceed. Besides food use, the continuous availability of palm oil and palm products also meant there was the much-needed ingredients to make personal cares and cleaning products such hand wash, soap, laundry detergents, hand sanitisers, etc that the world desperately needed in its fight against the highly infectious COVID-19 virus. *Job security for the locals as well as guest workers* Many people lost their jobs at the start of the pandemic and had to draw down their hard-earned life savings to make ends meet. Prior to the pandemic, the sector has a strong workforce of 437,400 in Malaysia comprising local and guest workers. During the pandemic, the plantation sector was among the few granted special approval by the government to operate. Social distancing at workplace was inherent in the estates given that one worker typically covers more than 10 hectares of estates, providing a naturally safe working environment. Workers were even given free COVID vaccinations by their employers. At the height of the pandemic, outsiders had limited access to the staffs’ housing quarters and estate operations to ensure the safety of their workers and families. While country borders were mostly closed initially, guest workers remained employed throughout and were paid decent wages (plus incentives) that allowed them to repatriate the much-needed income to provide for their families back home (presumably equally affected by the pandemic). Well Done Guys! 11/03/2024 10:48 AM calvintaneng Very happy evening all We have selected RSawit to replace Bplant in Top 10 Palm oil Picks RSAWIT (5113) A Palm Oil Turnaround Due to High Cpo over Rm4,100 MT Plus Very Very Undervalue Assets that are Easy to Liquidate for High Profits, Calvin Tan https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-03-13-story-h-186459631-RSAWIT_5113_A_Palm_Oil_Turnaround_Due_to_High_Cpo_over_Rm4_100_MT_Plus_ 13/03/2024 10:19 PM  | |
