prahadude
网友分享,谢谢他的功课。
CBIP has 3 core business
1.Oil mill one stop centre and a market leader in this field.
2.Retrofitting SPV
3.Palm oil plantation
With NTA at 1.45 and a generous yearly dividend of 3.7%.
1.When CPO rises, more landbank will be planted, more mills would be needed.
2.For SPV , contracts are expected to be given after quiet years in 2017,2018.
The star of the company is its palm oil plantation, which trees are 5-7 years old and are already yielding fruits. Its losses in this segment has been reducing over the years : FY2018 a loss of RM8.7mil, with latest Q narrowed to a loss of RM1.5mil.
The CEO expects its plantation segment to break even at FY20 and profitable in FY21, when it was reported in June2019 when CPO hovering around rm1800.
https://www.thestar.com.my/business/business-news/2019/06/03/cbip-counts-onplantation-ops
With CPO price above RM3000 currently , its plantation segment is super undervalued. Its current share price is being assumed its plantation segment is still loss making/breakeven, which isn’t the case with this CPO rally. CBIP is a hidden gem, mainly because everybody overlooked its plantation segment.
Majority of small-medium palm oil players had rallied >100% . CBIP share price hovers around RM2-2.5 when CPO prices are around RM2000-2500 in 2015-2018.
A 100% increase would just bring it to where it was 4 years back , when its palm trees wasn’t even yielding fruits yet !
Remember,CBIP has a good management team which was recognised internationally .CBIP was awarded Forbes Best under a billion award for 2006,2007,2008 and 2013.
Share volume is below 1mil, almost the same throughout 2019, indicating no big players is manipulating the price. Furthermore, management is supporting this price through share buy backs . You have 3 months to accumulate before the next quarter report, which will show tremendous improvement. By then the cat is already out of the bag.
CBIP有3个核心业务
1.炼油厂一站式服务中心和该领域的市场领导者。
2.改装SPV
3.棕榈油种植园
NTA为1.45，每年派息为3.7％。
1.CPO上升时，将种植更多的土地储备，将需要更多的工厂。
2.对于SPV，预计将在2017、2018年安静的几年后签订合同。
该公司的明星是其棕榈油种植园，该树已有5-7年的树龄，已经结出果实。多年来，其在该部门的亏损一直在减少：2018财年亏损870万令吉，而最新财季缩窄至150万令吉。
该首席执行官预计其种植业务将在20财年实现收支平衡，并在21财年实现盈利.2019年6月，CPO徘徊在1800令吉左右。
https://www.thestar.com.my/business/business-news/2019/06/03/cbip-counts-onplantation-ops
由于CPO价格目前超过RM3000，其种植业务被低估了。假设其目前的股价处于其种植园部门仍处于亏损/收支平衡的状态，那么CPO集会就不会出现这种情况。 CBIP是一个隐藏的宝石，主要是因为每个人都忽略了其种植园。
多数中小型棕榈油生产商的涨幅已超过100％。 CBIP股价在2015-2018年徘徊在RM2-2-2.5左右，而CPO价格在RM2000-2500之间。
100％的增加只会使它恢复到4年前的水平，那时它的棕榈树甚至还没有结出果实！
请记住，CBIP拥有一支优秀的管理团队，该团队获得了国际认可。CBIP在2006、2007、2008和2013年获得了十亿美元大奖的福布斯最佳企业奖。
股票交易量低于100万股，整个2019年几乎相同，这表明没有大公司在操纵价格。此外，管理层正在通过股票回购来支持这一价格。在下一个季度报告之前，您还有3个月的时间积累，这将显示出巨大的进步。到那时，猫已经从书包里走出来了。
取自网络：
CB工业产品控股有限公司为世界各地的工厂提供棕榈油工厂的设备和备件。此外，该公司还开发了获得专利的连续灭菌棕榈油磨，这使其已成为交钥匙磨服务的领先提供商。该公司的三个部门包括种植和制粉，设备和工程以及专用车辆和投资。种植和碾磨部门种植油棕，生产粗棕油和棕榈仁。设备和工程部门（该部门产生了公司的大部分收入）制造棕榈油设备并建造棕榈油加工厂。专用工具和投资部门由各种专用工具和投资控股子公司组成。
下列为个人观点：
💪🌈重振雄风的7076cbip
Cbip
有主题炒
生产生物柴油，建棕油厂，棕油种值。
可收一些货1.09
趁低进入，未爆量，现金1.2亿，净负债才三千出万，技术面处上升走势。目标价：Rm1.50
Cbip 近期应该会破1.25的52周价位，2015至2017年中都处2元间，之后开始下跌，我估计交易量进来会回到约rm1.50
Macd处双牛走势。
只是分享，投资自负
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网友分享,谢谢他的功课。
CBIP has 3 core business
1.Oil mill one stop centre and a market leader in this field.
2.Retrofitting SPV
3.Palm oil plantation
With NTA at 1.45 and a generous yearly dividend of 3.7%.
1.When CPO rises, more landbank will be planted, more mills would be needed.
2.For SPV , contracts are expected to be given after quiet years in 2017,2018.
The star of the company is its palm oil plantation, which trees are 5-7 years old and are already yielding fruits. Its losses in this segment has been reducing over the years : FY2018 a loss of RM8.7mil, with latest Q narrowed to a loss of RM1.5mil.
The CEO expects its plantation segment to break even at FY20 and profitable in FY21, when it was reported in June2019 when CPO hovering around rm1800.
https://www.thestar.com.my/business/business-news/2019/06/03/cbip-counts-onplantation-ops
With CPO price above RM3000 currently , its plantation segment is super undervalued. Its current share price is being assumed its plantation segment is still loss making/breakeven, which isn’t the case with this CPO rally. CBIP is a hidden gem, mainly because everybody overlooked its plantation segment.
Majority of small-medium palm oil players had rallied >100% . CBIP share price hovers around RM2-2.5 when CPO prices are around RM2000-2500 in 2015-2018.
A 100% increase would just bring it to where it was 4 years back , when its palm trees wasn’t even yielding fruits yet !
Remember,CBIP has a good management team which was recognised internationally .CBIP was awarded Forbes Best under a billion award for 2006,2007,2008 and 2013.
Share volume is below 1mil, almost the same throughout 2019, indicating no big players is manipulating the price. Furthermore, management is supporting this price through share buy backs . You have 3 months to accumulate before the next quarter report, which will show tremendous improvement. By then the cat is already out of the bag.
CBIP有3个核心业务
1.炼油厂一站式服务中心和该领域的市场领导者。
2.改装SPV
3.棕榈油种植园
NTA为1.45，每年派息为3.7％。
1.CPO上升时，将种植更多的土地储备，将需要更多的工厂。
2.对于SPV，预计将在2017、2018年安静的几年后签订合同。
该公司的明星是其棕榈油种植园，该树已有5-7年的树龄，已经结出果实。多年来，其在该部门的亏损一直在减少：2018财年亏损870万令吉，而最新财季缩窄至150万令吉。
该首席执行官预计其种植业务将在20财年实现收支平衡，并在21财年实现盈利.2019年6月，CPO徘徊在1800令吉左右。
https://www.thestar.com.my/business/business-news/2019/06/03/cbip-counts-onplantation-ops
由于CPO价格目前超过RM3000，其种植业务被低估了。假设其目前的股价处于其种植园部门仍处于亏损/收支平衡的状态，那么CPO集会就不会出现这种情况。 CBIP是一个隐藏的宝石，主要是因为每个人都忽略了其种植园。
多数中小型棕榈油生产商的涨幅已超过100％。 CBIP股价在2015-2018年徘徊在RM2-2-2.5左右，而CPO价格在RM2000-2500之间。
100％的增加只会使它恢复到4年前的水平，那时它的棕榈树甚至还没有结出果实！
请记住，CBIP拥有一支优秀的管理团队，该团队获得了国际认可。CBIP在2006、2007、2008和2013年获得了十亿美元大奖的福布斯最佳企业奖。
股票交易量低于100万股，整个2019年几乎相同，这表明没有大公司在操纵价格。此外，管理层正在通过股票回购来支持这一价格。在下一个季度报告之前，您还有3个月的时间积累，这将显示出巨大的进步。到那时，猫已经从书包里走出来了。
取自网络：
CB工业产品控股有限公司为世界各地的工厂提供棕榈油工厂的设备和备件。此外，该公司还开发了获得专利的连续灭菌棕榈油磨，这使其已成为交钥匙磨服务的领先提供商。该公司的三个部门包括种植和制粉，设备和工程以及专用车辆和投资。种植和碾磨部门种植油棕，生产粗棕油和棕榈仁。设备和工程部门（该部门产生了公司的大部分收入）制造棕榈油设备并建造棕榈油加工厂。专用工具和投资部门由各种专用工具和投资控股子公司组成。
下列为个人观点：
💪🌈重振雄风的7076cbip
Cbip
有主题炒
生产生物柴油，建棕油厂，棕油种值。
可收一些货1.09
趁低进入，未爆量，现金1.2亿，净负债才三千出万，技术面处上升走势。目标价：Rm1.50
Cbip 近期应该会破1.25的52周价位，2015至2017年中都处2元间，之后开始下跌，我估计交易量进来会回到约rm1.50
Macd处双牛走势。
只是分享，投资自负
