Bumitama Agri (SGX:P8Z) – This Palm Oil producer is highly under-priced

Palm oil plantation companies has been the talk of the town since past few weeks. Palm oil’s spot price moved up from its multi-year low price level of $576 per mt (in May 2020) to the current level of $1031 per mt (almost 72% return). This is the highest price level in past 10 years.Continue reading “Bumitama Agri (SGX:P8Z) – This Palm Oil producer is highly under-priced”

Wilmar (SGX:F34) – Don’t Ignore This Commodity Super Cycle Beneficiary

Palm oil plantation companies has been the talk of the town since past few weeks. Palm oil’s spot price moved up from its multi-year low price level of $576 per mt (in May 2020) to the current level of $1031 per mt (almost 80% return). This is the highest price level for the Palm oilContinue reading “Wilmar (SGX:F34) – Don’t Ignore This Commodity Super Cycle Beneficiary”

Is Commodity Super-Cycle Already here?

Needless to say, that COVID19 pandemic has changed the entire world. During the nascent stage of the pandemic, there was an excessive fear about the adverse impact of this pandemic on stocks and commodity. We witnessed the panic selling. Both Stocks and Commodity markets touched its multi-year low price level in Late-March 2020. There wereContinue reading “Is Commodity Super-Cycle Already here?”