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 Be the first to like this.   dompeilee Follow EPF long ago arrive in Horlan already lol(Serbak, Sapnrg, Econbhd, SKPRes, AEON, MRCB etc etc) Highly overvalued with CPO at these levels....also debt is huge & unlike YTL, not a prudent load with overdependence on one industry. 09/11/2023 4:04 PM dompeilee EPF becoming BANKrut...soon they will sell down KLK to a very minimal stake to cover all the black holes in their accounts,as they have done for YTL & YTLPower when both were still way below $1, lo$ing out on hundreds of millions when the latter two SOARed by more than 3X! 😋 21/11/2023 6:06 PM dompeilee Oopsie DROOPsie...-75%📉👇👎👋 in net profit...net debt increased on BS & apparently NO DIVIDEND next Feb vs 80c this year...Was a bit envious of those who held on when the price was inexplicably $22.30-23.90 recently(myself SOLD down to ZERO above $22)...but...NOT ANY MORE!🤣 Last 3 qtrs looks like 2003-2006 standard, so maybe it should drop back to below $10...😋 22/11/2023 6:46 PM LeonardLiong Great opportunity to catch rebound currently (Just my trading activity ya 😉) 24/11/2023 12:59 PM  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 9:34 AM  calvintaneng JAYA TIASA (4383) LATEST RESULT SHOWS A HUGE SURPRISE JUMP IN PROFIT: UP BY 100% KUDOS TO YOUR EXCELLENT HARD, WELL DONE! WELL DONE!! WORK , Calvin Tan https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-11-29-story-h-214097097-JAYA_TIASA_4383_LATEST_RESULT_SHOWS_A_HUGE_SURPRISE_JUMP_IN_PROFIT_UP_B 29/11/2023 4:28 AM Dehcomic01 Whenever I hunt for Bursa Plantation companies to invest in, I screen them by comparing their performance with my 2 reference companies – KLK and BPlant. https://ujianehc.blogspot.com/2023/11/bursa-plantation-sector.html These are companies where I have detailed fundamental analysis. The relative performance will give me a good sense on whether to dig deeper into them. 01/12/2023 8:34 AM Mabel Kuala Lumpur Kepong Berhad Share Price 7 Day 1 Year 21.52 1.0% 3.5% Kuala Lumpur Kepong Berhad Declares Final Single Tier Dividend for the Financial Year Ended 30 September 2023 The Board of Directors of Kuala Lumpur Kepong Berhad has declared a final single tier dividend of 40 sen per ordinary share of KLK for the financial year ended 30 September 2023. 09/12/2023 12:53 PM dompeilee Why are they buying up plantations left, right & centre as though there is no tomorrow for cash, no doubt piling up excessive debt in the process?? I think better wait for $20.00 15/12/2023 4:41 PM Mabel https://www.thestar.com.my/business/business-news/2023/12/14/klk-acquires-more-than-90-stake-in-two-oil-palm-firms-for-rm27655mil?utm_source=Smartech&utm_medium=email&utm_campaign=dailynewsalert&utm_content=20231215&__sta=vhg.uosvpxQddhqne.jsu0sv%7CFTUT&__stm_medium=email&__stm_source=smartech Meanwhile since the marriage with BPlant does not materialize. Mabel KLK decide to proceed with a beautiful Indonesian Plantation PETALING JAYA: Kuala Lumpur Kepong Bhd (KLK) and its Singapore-incorporated wholly-owned subsidiary, KLK Plantations and Trading Pte Ltd, are acquiring more than a 90% stake in two Indonesian oil palm companies for a combined RM276.55mil. Does anyone knows how big are these two plantation? Meow 15/12/2023 8:42 PM Mabel PT. Satu Sembilan Delapan (“SSD”), comes with 5,384 ha mature oil palm and its own palm oil mill in Kalimantan, achieved a 140% higher pre-tax profit of RM29.29 million last year due to stronger commodity price. The other Indonesian subsidiary, PT. Tekukur Indah has 1,497 hectares of undeveloped land adjacent to SSD’s estate is in the process of palm planting. Earlier this year, Mabel KLK bought the IJM Plantation which another 61,277 ha of oil palm plantations located in Sabah and Indonesia. To our Success! Mabel, the Farmeow 15/12/2023 10:09 PM LeonardLiong Keep an eye on the expiration date of c29 as it's on April this year 16/01/2024 4:01 PM LeonardLiong Malaysian crude palm oil (CPO) prices are expected to rise in 2024, as stagnant production despite rising demand for biodiesel is seen offsetting the impact of higher output of rival oils. https://www.malaymail.com/news/money/2024/01/18/malaysian-crude-palm-oil-seen-up-4pc-in-2024-on-biodiesel-demand-stagnant-output/113160#google_vignette 19/01/2024 9:47 AM LeonardLiong wow. UK advisory group says Malaysian palm oil is sustainable https://theedgemalaysia.com/node/698942 29/01/2024 7:40 PM Mabel Happy Chinese New Year to all the i3 Investors! As we welcome the auspicious Year of the Dragon, we seize this opportunity to extend our heartfelt wishes to each and everyone of you. May this Lunar New Year bring you abundant joy, prosperity, and good fortune! Let's all HUAT ah!!! Captain Mabel Meow 09/02/2024 4:17 PM KClow DEAR KLK SHAREHOLDER 2 months ago when utdplnt was rm14 i adviced u to sell klk ar 22.5 and buy utdplnt. I was made fun off and cursed. Today u would be in 50% profit Sharing is caring. My advice to is this Utdplnt is STILL a good buy.. Sell klk n buy utdplnt. 0 seconds ago 21/02/2024 9:33 AM dompeilee Attended KLK shareholder meeting using the 1 unit of share left after selling ALL last year(save that 1 unit 😉) Door gift was a bottle of Tocatrienol tablets & a sumptuous breakfast & lunch spread at their shiny renovated HQ. Longtime CEO's son is now the new CEO while he has been kicked upstairs as chairman & the very frail weakling chairman finally goes after 45 years.{Wonder what all these brown chairmen do for listed companies while collecting fat pay} 21/02/2024 8:10 PM calvintaneng WHY WHEN CPO PRICES ARE HIGH UPSTREAM PALM OIL PLANTERS WILL DO FAR BETTER THAN DOWN STREAM PALM OIL COMPANIES, Calvin Tan https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-02-22-story-h-188275986-WHY_WHEN_CPO_PRICES_ARE_HIGH_UPSTREAM_PALM_OIL_PLANTERS_WILL_DO_FAR_BET 24/02/2024 5:21 PM calvintaneng RESULTS OF PALM OIL COMPANIES SHOW WIDE CONTRAST BETWEEN UPSTREAM & DOWNSTREAMS, Calvin Tan https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-02-24-story-h-187585827-RESULTS_OF_PALM_OIL_COMPANIES_SHOW_WIDE_CONTRAST_BETWEEN_UPSTREAM_DOWNS 24/02/2024 5:30 PM wallstreetrookieNEW Will also hit TA Securities' price target of RM21.50. This is truly the worst plantation company in Malaysia. 06/03/2024 9:38 PM wallstreetrookieNEW It is not worth to put even a single cent of your money into this shitco. KLK is truly a sinking shop in a sunset industry, led by a bunch of clowns/ management team. 06/03/2024 9:38 PM wallstreetrookieNEW Luckily AmInvest analyst still does not have the guts to call SELL on KLK. But it is coming soon. Once Gan Huey Ling calls sell, you know it is over. She is the best plantation equity analyst 06/03/2024 9:39 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 Blog: THE IMMENSE VALUE OF TSH'S 80,000 ACRES PRIME LANDS IN BONGAN, (Only 43.9 KM from TiTik Nol IKN NUSANTARA, By Calvin Tan https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-03-12-story-h-186519186-THE_IMMENSE_VALUE_OF_TSH_S_80_000_ACRES_PRIME_LANDS_IN_BONGAN_Only_43_9 12/03/2024 2:26 AM dompeilee New generation is already taking over. Doubt they are even half as competent as the Lee Loy Seng or the '50s-'70s generation. 18/03/2024 7:09 AM | |
