$SDG (5285.MY)$
#Steady growth is better than rapid growth.
In the past few weeks, sentiment in the Malaysian stock market has been low, and now everyone is focused on the USA presidential election. However, with CPO prices breaking a two-year high, the long-forgotten planting stocks are once again attracting hot money.
In the first half of 2022, the planting industry sector was driven by the Russia-Ukraine war, leading to historically high CPO prices boosting palm oil stocks. Unfortunately, the cycle was very short-lived, rising for two quarters before entering a decline. In 2023, the planting industry sector's profits declined year-on-year, and planting stocks are in a consolidation period.
In the first half of 2024, many high-quality planting stocks have achieved year-on-year profit growth. Combined with Indonesia's declining production capacity due to weather issues, the Indonesian government is promoting B35 diesel while moving towards B40 in 2025.
Global palm oil inventory is at a 3-year low, supported by various factors pushing CPO prices to break through a 2-year high. However, palm oil prices rising too quickly may not be a good thing; when the Malaysian Ringgit rose too fast before, the pullback was severe.
For the planting industry, assuming that the CPO price can stabilize at RM4,500 or above, a gradual rise would be healthier. The planting area in Malaysia is limited to 6.5 million hectares, so increasing production efficiency and enhancing automation to reduce reliance on foreign labor is urgent.
In recent years, palm oil production capacity has reached a bottleneck, while demand for palm oil production capacity is gradually increasing, which is bullish for the palm oil sector. However, various challenges such as eco-friendly issues, minimum wages, fertilizer transportation...

Hi, mooers. Welcome back to Mooers' Stories, where we unveil our community members' unique paths in their investment journeys. Today, we're featuring @Bursa Operator, whose meticulous analysis of Malaysian stocks has not only deepened his market insight but also secured him the top spot in the Malaysian Stocks Paper Trading Competition, a journey as education...

$Grab Holdings (GRAB.US)$
But didn't expect it to drop so much!!
How many people in Asia, based on population proportion, are Grab users? Market cap = 40 billion.
How many users does Uber have in Europe and America? Market cap = 50 billion.
How many users does Didi have in China? Market cap = 38 billion.
The user cohort of Grab cannot support such a high market cap.
And there are many competitors for the main revenue, such as:
Ryde/Gojek/Comfort

we hold is free, they pay interest not free
$Grab Holdings (GRAB.US)$