OMG Wilson's comment on KLK. All Comments

OMG Wilson
10 Like · Reply
12月10日-2021年: KLK 股价20.80,今日宣布年终股息 Rm0.80 ,是这几年来最高的股息。期待公司未来的表现和按年增长的股息。大大力踩个脚印 ^^ hoho
OMG Wilson
16/1/22 按10/11/12月产量报告,FFB/CPO/kernel 产量都在增长并且售价非常好价,唯独橡胶产量有下跌,量少价高可弥补低产量。整体表现理应乐观。 想必2022财年股息会更高。
Like · 2 years · translate
OMG Wilson
26/1/22 CPO 突破5497.00 新高点 今年会不会来个特别股息?
Like · 2 years · translate
OMG Wilson
这个….. 股价波动我没什么理的,便宜的时候 手头上有余钱就买来收而已。有野心有干净有行动的公司 值得跟着一起博 哈哈
Like · 2 years · translate
OMG Wilson
21.52 加1 lot ,当邮票收集。哈哈 新年快乐 大家行大运。
1 Like · 2 years · translate
OMG Wilson
9Feb22 KLK 22.06 / CPO Rm5745 / 根据同行显示棕油果产量少了,但是售价却更高了。食油需求有增无减,oleochecmical 仍然是日常主要消费品,手套地产都有盈利。稳住,看涨。EPF持续抛售 ,等回调之时再加码。
Like · 2 years · translate
OMG Wilson
21.90 冲动又加了… 这个月啃面包了 哈哈
1 Like · 2 years · translate
OMG Wilson
收购IJM种植后,如虎添翼,今年的种植股王 肯定是 KLK 了。King of plantation ! 哈哈
1 Like · 2 years · translate
OMG Wilson
恭喜恭喜 突破25.00 … u虎虎虎 噜噜噜 … 唱歌跳舞了 哈哈
Like · 2 years · translate
Jenny Yen
大家都一直买 股价一直升
想进回一点都不行
Like · 2 years · translate
OMG Wilson
陆续还有基金买的,外国基金回流,尤其是投资在欧洲的,回家比较安全。种植股最安全 股息又高。所以买气很强 哈哈 抢票 抢票 虎虎
Like · 2 years · translate
OMG Wilson
16Feb 22,Q4报告赚599m,隔日 股价突破历史新高 26.80… 这是一个新的里程碑。 KLK 加油
1 Like · 2 years · translate
OMG Wilson
24Feb2022- 俄罗斯宣布对乌克兰军事行动,全球资源猛涨,汽油破百美金,棕油期货6500-7000 ,黄金也猛涨,矿石飙上天……
Like · 2 years · translate
WASIDNOW
股價目前比派息前還低呢
Like · 2 years · translate
OMG Wilson
MUMBAI (March 1): Palm oil has become the costliest among the four major edible oils for the first time as buyers rush to secure replacements for sunflower oil shipments from the top exporting Black Sea region that were disrupted by Russia's invasion of Ukraine.

Palm oil's record premium over rival oils could squeeze price-sensitive Asian and African consumers already reeling from spiralling fuel and food costs, and force them to curtail consumption and shift to rival soyoil, dealers said.

Crude palm oil (CPO) is being offered at about US$1,925 a tonne, including cost, insurance, and freight, in India for March shipments, compared to US$1,865 for crude soybean oil.

Crude rapeseed oil was offered at around US$1,900, while traders were not offering crude sunflower oil as ports are closed due to the Ukraine crisis.

The Black Sea accounts for 60% of world sunflower oil output and 76% of exports. Ports in Ukraine will remain closed until the invasion ends.

"Asian and European refiners have raised palm oil purchases for near-month shipments to replace sunoil. This buying has lifted palm oil to irrational price level," said a Mumbai-based dealer with a global trading firm.

"They have the option of buying soyoil as well. But prompt soyoil shipments are limited and they take much longer to land in Asia compared to palm oil," he said.

Soybean production in Argentina, Brazil, and Paraguay is expected to fall because of dry weather.

Price-sensitive Asian buyers traditionally relied on palm oil because of low costs and quick shipping times, but now they are paying more than US$50 per tonne premium over soyoil and sunoil, said a Kuala Lumpur-based edible oil dealer.

Palm oil's price premium is temporary, however, and could fade in the next few weeks as buyers shift to soyoil for April shipments, the dealer said.

Most of the incremental demand for palm oil is fulfilled by Malaysia, as Indonesia has put restriction on the exports, said an Indian refiner.

"Malaysian stocks are depleting fast because of the surge in demand. It is the biggest beneficiary of the current geopolitical situation," he said.
Show more
Like · 2 years · translate
OMG Wilson
2/March- CPO Rm8250.00 ……… green gold !
Like · 2 years · translate
OMG Wilson
19March - CPO Rm7005.00 ,KLK 股价猛回调 26.00 。 这个是加票的机会吗?
Like · 2 years · translate
WASIDNOW
有套利的人,也有別處輸很慘的人要取錢去翻本。
Like · 2 years · translate
OMG Wilson
17March2022 ,CPO RM6946.00。 KLK 股价下跌至25.00。 Amanah国家基金应该已经抛售大部分股票 ,不再是KLK 大股东。 而谁又是买家呢?
1 Like · 2 years · translate
Kopi Bryant
可能外资吧? ????
Like · 2 years · translate
OMG Wilson
1April2022 - 什么cpo 什么期货价钱好不好都一样…… 被EPF 愚弄了…… 继续炸
Like · 1 year · translate
OMG Wilson
7April2022 - CPO 仍然保持在6500左右 ,股价从上周25.00 升至 26.70 。 我减持了一些票 。 妈的… 说好没有30块以上不卖的 … 情绪了
Like · 1 year · translate
OMG Wilson
3月份产量报告显示,棕油果与棕油收成比2月份增加了。和一月份产量差不多,但是售价却是相当高。2022 Q1 财报 估计理想满意。最好来个special dividend 哈哈
Like · 1 year · translate
Chung Lik Ng
产量跟去年同期比有增加吗?
Like · 1 year · translate
OMG Wilson
无法比较,去年3月还没有收购IJM种植 … 目前产量比去年多是肯定的,都收购了IJM种植 ,目前是新的里程碑。 要等到今年10月才能比较一整年的产量。
1 Like · 1 year · translate
Chung Lik Ng
请问下ijm plant的业绩什么时候会纳入?
Like · 1 year · translate
OMG Wilson
去年10月份完成最后阶段收购,在此之前占了多少% 我不大清楚。
Like · 1 year · translate
OMG Wilson
15April - CPO futures contract for April 2022 was untraded at RM6,820 a tonne, while May 2022 gained RM128 to RM6,692 a tonne, June 2022 increased RM169 to RM6,457 a tonne, and July 2022 climbed RM187 to RM6,310 a tonne.

August 2022 jumped RM208 to RM6,181 a tonne and September 2022 surged RM211 to RM6,067 a tonne.

Total volume, however, dipped to 36,365 lots from Thursday’s close of 65,549 lots while open interest eased to 231,959 contracts from 257,578 contracts previously.

The physical CPO price for April South was unchanged at RM6,800 a tonne.
Show more
Like · 1 year · translate
OMG Wilson
2022 12月期货都有5800 打底… 长期持有KLK 肯定是价值投资。 自己考验自己 … 坚持到底
Like · 1 year · translate
Chung Lik Ng
印尼禁止出口棕榈油是好还是坏?
klk似乎有一半种植地在印尼。
1 Like · 1 year · translate
OMG Wilson
15炼油厂在大马,15炼油厂在印尼 ,其实利润取之于价格,价格还是最重要的一环。棕油的价格长期保持5000以上都是非常赚钱的,何况现在的6800 。 如果价格3000以下 然后免税 免运费 出口100% 都没意思… 你说对吗?
2 Like · 1 year · translate
Chung Lik Ng
印尼本土的棕油价比国际低得多,
可是马来西亚的会继续高升,
算是好坏互相抵消了?
Like · 1 year · translate
Admiral Adama
一直以来印尼棕油的平均价都是比马国的低很多的,但是一样还是赚爆了,因为她们的成本一样低很多。

如果我们以cpo的yoy涨幅来看其实分别不大。
Like · 1 year · translate
OMG Wilson
27April - CPO 单日大涨至 7400元 ,乌俄战争导致食品危机 植物油短缺 … 做生意的 谁有货 谁就赢… ,买股票的 有胆持票经得起风险考验的就有机会获利 。没有对或错 ,自己选的路就别后悔。KLK GOGOGO
2 Like · 1 year · translate
OMG Wilson
10May2022 - KLK 股价从29.40降至26.90 ,差不多丢了10% 。 升息的压力? 银行一年3% 的利息 可以赢过棕油的盈利吗? 唉…… 真失望 … CPO目前 7000.00 是以前的双倍价钱… 股价没有跟着盈利走
Like · 1 year · translate
OMG Wilson
23May2022 - 期待KLK 业绩报捷 来个特别股息 … 祝福老板生意兴隆 万事如意 ^^
Like · 1 year · translate
OMG Wilson
10June - 棕油利好 但是股价跌破25.90 … 厉害了我的国。 继续睡觉吧 躺平 哈哈
Like · 1 year · translate
OMG Wilson
无穷六绝七翻身… 翻不了身就七上吊……哈哈 24.02…. OMG
3 Like · 1 year · translate
OMG Wilson
七月 21.50 ,上吊死在棕油树… 等超度 阿米豆腐
Like · 1 year · translate
OMG Wilson
19.78…. 来吧 ,跌破10.00 没差… 8.88 等你
Like · 1 year · translate
yutaka tong
many good palm oil counter on discount....wait for CPO price stabilizing
1 Like · 1 year · translate
Wong Si Fu
TP 22 next Wednesday. Earn 1 round then out first....
Like · 1 year · translate
kent tan
Rm28 home run soon
Like · 1 year · translate
OMG Wilson
FY2022 earning 2.1b… why no special dividend?
Like · 1 year · translate
OMG Wilson
一年过去了 ,股息还是 80sen … 股价打回原形……..
Like · 1 year · translate