I've Invested More Than $200k Here, This Is Why... | Golden Agri, First Resources and Bumitama Agri

My gut feeling is this investment makes sense but it's still an unpopular investment idea. Today we'd deep dive into 3 palm oil companies listed in Singapore that are paying increasing dividends and could ride the commodities supercycle of 2022.

0:00 Introduction
Overview of the palm oil production. Indonesia is the biggest producer and why production needs to be grown carefully.

2:14 How do plantations make money
Increase in volume of products
Increase in price o the product sold
Comparison of Golden Agri, First Resources and Bumitama Agri based on their plant maturity

5:05 Cost structure and analysis of what has happened in past commodities supercycle
What happened during 2008 commodities boom.
Massive spike now on CPO prices can be attributed to covid related supply drop and war related demand spike.

9:10 Using a Price to earnings matrix and dividend discount model
Average P/E for Bumitama Agri and First resources is around 12-15x.
Likely higher dividends for FY2022 because average CPO price is still more than RM5000

11:48 Price to book value expansion of Golden Agri, First Resources and Bumitama Agri

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#goldenagri #firstresources #bumitamaagri #commodities #supercycle

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We do not make any recommendations on whether a security is a buy/sell as every investor has different investment goals and risk profiles. The presentation of ideas from Josh Tan and TheAstuteParent are strictly for education purposes. You are advised to perform independent research yourself or seek a qualified financial adviser. We will not be liable for any losses directly or indirectly from the material. Some of the referral links in the video summary are products and services personally used by Josh Tan and they may pay an affiliate commission or referral bonus.
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About Josh Tan:
Josh holds a degree in Accounting from NTU. In 2016, he co-founded the financial education website TheAstuteParent to provide detailed insurance plan analysis and financial planning tips.

As a ChFC Charterholder, Josh has agreed to be bounded by the ChFC®/S Code of Ethics. This includes, among others, acting in a professional manner when it comes to conducting due diligence on primary and secondary sources of investment-related data, and articulating his investment opinions based on his research and beliefs. Based on his research and analysis, he highlighted his beliefs and opinions, and illustrated the concept of time value of money, as of the time of the video.

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Видео I've Invested More Than $200k Here, This Is Why... | Golden Agri, First Resources and Bumitama Agri канала Josh Tan - TheAstuteParent