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  calvintaneng ALL SOP LANDS LOCATED 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 10:25 PM  titan3322 I think it would be wise to add some to your portfolio at this price 2.55. The are many factors that point to the gradual rise in CPO price. Crude oil will surely hit USD100/ tonne before end of the year despite the popularity of EVs. Extreme climate change will also disrupt CPO production my bet is CPO will likely surpass RM4200/tonnes by December ! 12/09/2023 10:57 PM titan3322 Based on the average price of CPO between July to September 2023 I think the next qtr results will be equally weak. May need to wait a little longer 🤣🤣 22/09/2023 2:50 PM calvintaneng UNDERVALUE 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 9:59 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 SOP got 300,000 ACRES 11/10/2023 11:09 PM titan3322 Don't expect too much on the next qtr results it will probably be the same or worse than the preceding qtr ! 18/10/2023 5:07 PM titan3322 Someone is defending it at 2.55 most probably an IB. Long expiry date (SEP 2024)for the 100 mil warrants issued. When the expiry date draw near kena lah ko 🤣🤣 31/10/2023 9:20 AM titan3322 Sell away the CR no way it can reach 2.80 by September 2024 only IBs will make money from you 16/11/2023 9:26 AM titan3322 Kakakaka CPO is near RM4000/tonnes next qtr ending December 31 will be beautiful ! 17/11/2023 3:34 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 12:17 AM titan3322 Will likely report a poor set of results for qtr ending September 30 2023 🤔 22/11/2023 11:26 AM calvintaneng WHY SINGAPORE STRONGEST BANK DBS GROUP LOVES TO BUY MALAYSIA SMALL CAP PALM OIL STOCKS, Calvin Tan https://sgx.i3investor.com/blogs/Jbhouseforsale/2023-11-23-story-h4959... 23/11/2023 9:21 AM  Mabel https://www.thestar.com.my/news/nation/2023/11/25/india-asks-for-six-million-tonnes-of-palm-oil-from-m039sia-says-dpm 26/11/2023 9:33 AM Mabel https://www.thestar.com.my/news/nation/2023/11/25/india-asks-for-six-million-tonnes-of-palm-oil-from-m039sia-says-dpm India is the largest importer of Malaysia’s CPO and they really need our help as Shah Rukh Khan, Amitabh Bachchan, Aamir Khan, Salman Khan, Kajol, Priyanka Chopra, Deepika Padukone etc needs help urgently. Their Capati and Tossie does not taste the same without Mabel Oil. Right now Malaysia can only be able to export about four million tonnes to the country. Sarawak, please work harder, we need to increase another 2 million tonnes. Mabel Oil Production: MPOA 1-20 October 2023 Peninsular Malaysia: (+) 4.83% Sabah: (+) 4.26% Sarawak: (-) 0.54% East Malaysia: (+) 2.99% Total Malaysia: (+) 4.14% 26/11/2023 9:33 AM titan3322 Already November 28 qtr results pun xberani release. I think must be bad. Taan ardy reported 31% lower profit but give 15 sen div which is very generous. The worst thing that can happen to SOP is reporting lower profit and give 4 sen div 🤔 28/11/2023 10:14 PM titan3322 Qtr released EPS = 10.62 which is not bad but still very stingy on dividends 🤣 29/11/2023 8:43 PM titan3322 Very low div yield as compared to other plantation Cos. Hope it doesn't issue any more ESOS further diluting its earnings. Does not reward shareholders unlike Taan etc. ! 30/11/2023 7:48 PM titan3322 Based on the delivered CPO price for October and November and the future price for December 2023 the earnings for qtr ending December 31 2023 could be worse than the previous Qtr ! 15/12/2023 9:13 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 8:14 AM Dehcomic01 Sarawak Oil Palms (SOP) is a Bursa plantation company. From a ROE perspective, it performed as good as my reference Bursa plantation company – KLK. From a fundamental perspective, it looks like a good company. https://www.youtube.com/watch?v=9KhboTCMdEg But is it a good investment? A good investment in one that can enabled you to make money. So you have to buy when the price is reasonable. Its current market price is about half its 5 year peak. Its LTM ROE is also about half its 5 year peak. https://i.postimg.cc/G2gjFDDC/SOP.png You might think that there is no margin of safety. But its average dividend yield over the past year was about 3.5%. On the balance of probability, it is a company worth digging further into. 20/01/2024 9:04 AM  EngineeringProfit Gua caya sama u, calvin. After selling close to 7.00, now I'm back for another round of profit$$$$ 16/02/2024 10:10 AM pang72 Everyone followed SOP while covid... Everyone still wanna follow SOP postcovid because exagriculture minister educated drink palm oil good for healthy so palm oil good selling now:) 07/03/2024 4:56 PM pang72 https://www.freemalaysiatoday.com/category/nation/2019/11/12/one-spoon-of-palm-oil-a-day-not-enough-take-a-bottle-bn-mps-mock-kok/ Effect lai liao... 07/03/2024 4:58 PM calvintaneng IF PALM OIL COMPANIES WILL GIVE OUT CONSISTENTLY HIGH DIVIDENDS: THEIR SHARE PRICES WILL RISE LIKE KLK, UTD PLANT OR INNOPRISE PLANT, Calvin Tan https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-03-08-story-h-186603663-IF_PALM_OIL_COMPANIES_WILL_GIVE_OUT_CONSISTENTLY_HIGH_DIVIDENDS_THEIR_S 08/03/2024 1:31 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 10:49 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 10:18 PM  | |
