Bumitama Agri

$PropNex(OYY.SG)

Context:

PropNex is still one of the SG stocks I’m keeping an eye on. Property market got its ups and downs, but people are still buying and selling homes, so I think there’s still a business case for this one.

My trade:

Still holding my PropNex shares for now. I’m looking more at the overall business and dividend rather than just the daily price movement. No point keep buying and selling until blur also 😂.

Takeaway:

Not every stock needs to be a quick profit trade lah. I’m happy to hold as long as the fundamentals still make sense. Will continue to monitor and see got chance to add more or not. 📈

$Wilmar(F34.SG)$Golden Agri-Res(E5H.SG)$First Resources(EB5.SG)$Bumitama Agri(P8Z.SG)

☀️ Heat Wave on the Horizon: How to Play the Palm Oil Sector 🌴

In my previous post, I talked about how El Niño benefits palm oil stocks by creating a supply crunch.

Today, we are going to look into each of the major SGX-listed palm oil stocks. To understand exactly how they react to these changing weather patterns and where the best fundamental value lies.

Weather forecasts are pointing toward severe heat waves. For Palm oil industry, extreme heat dries up crop yields, tightens global supply, and sends Crude Palm Oil (CPO) prices soaring. 🚀

However not all palm oil stocks are created equal. You need to know who wins when supply drops:

⭐️ The Top Pick: First Resources (SGX: EB5) - S$3.28

As a pure-play upstream grower, its earnings are highly sensitive to rising CPO prices. Thanks to its recent ANJ acquisition, its expanded geographic footprint gives it excellent operational resilience to handle localized weather shocks

P/E: ~11.1x | Yield: ~4.5%

💰 The Income Pick: Bumitama Agri (SGX: P8Z) - S$1.68

Boasting high-yielding, mature estates, BAL captures massive upside from spot prices. Plus, their newly upgraded 60%–75% dividend payout framework makes it a premier passive income play.

P/E: ~14.0x | Yield: ~5.6%

🔄 The Value Play: Golden Agri-Resources (SGX: E5H)- S$0.27

Deeply discounted on paper, but currently navigating a heavy, expensive replanting cycle. A longer-term turn-around play.

🛡 The Defensive Hedge: Wilmar International (SGX: F34) - S$3.70

A massive downstream food giant. Higher CPO prices actually increase their input costs, meaning they act as a stable consumer-staple hedge rather than a direct weather play.

Which strategy fits your portfolio? Are you hunting for high dividend yields or timing a technical breakout on CPO spot prices? Let’s discuss below! 👇

Not financial advice. Do your DD.

When Indonesia Bleeds, Which SGX Names Feel It? | EP1661🦖

Everyone is staring at Jakarta’s index, but the real stress test is happening inside SGX names that look “safe” on headline yield. A palm oil counter with plantations in Indonesia and a yard operator with Batam assets do not wear the same currency risk, even though they sit in the same macro storm. The difference is whether your Singapore dollar dividend is powered by US dollar revenue or by rupiah cash flows that are quietly shrinking.

If your retirement plan leans on a 4.7 percent hurdle to beat CPF and SRS, you cannot treat all Indonesia exposure as one bucket. One stock clears my forensic filters while another one needs a closer watch.....

$Bumitama Agri(P8Z.SG)

📺 YouTube: https://youtu.be/F3quC9V0or0

📩 Substack: https://investingiguana.com/p/when-indonesia-bleeds-which-sgx-names

Two Palm Oil Names, Two Opposite Stories | Weekly Winners & Losers | EP1655🦖

Two listeners wrote to me this week, one cheering a double digit gain in Bumitama, the other staring at a loss in First Resources, both blaming palm oil prices. The uncomfortable truth is that the same commodity wind can create opposite outcomes when one management team treats debt as a weapon and the other treats it as a last resort. The price chart is not where your real risk is hiding.

If you are using plantation stocks inside CPF or SRS for dividends, the S$0.0935 payout at a 5.6% yield feels like the hero of this story, until you place it beside 57.2% gearing on the other counter and ask which one can keep paying when credit tightens. One sits in Iggy's Forensic Zone: Zone 2, the other in Zone 4, not as a verdict on the share price, but as a signal of how much balance sheet strain your retirement income is underwriting.

$Bumitama Agri(P8Z.SG)

📺 YouTube: https://youtu.be/F03E1saQ9DY

📩 Substack: https://investingiguana.com/p/two-palm-oil-names-two-opposite-stories

$Bumitama Agri(P8Z.SG)time for rebound…

Trump desperately needs to score a victory before the mid term election. Iran is playing hard to get. Seems like folks jump in and out of market are tormented greatly. Even crashing buying guru are also sweaty but still need to appear steady. So "Buy don't scared, scared don't buy"....

The elevated oil prices may lead to an increase of interest rates and tightening of pockets for businesses, which may result in global recession.

US President may keep extending the ceasefire, until another new issue catch him.

SpaceX CEO is more concerned in my POV.

Storm clouds ahead for the local economy.

Elok is the man! His vision & chasing such BIG dreams is amazing..for a human being, unless he’s an Alien.

short oil /long oil cyclical playbook as it seems with Trump vs Iran. High risk given the equation of Iran being pressured as well by neighbouring countries