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Overview
Financial Highlight
Headlines
Business Background Cepatwawasan Group Bhd is an investment holding company. The company is engaged in oil palm cultivation, milling, quarrying, sales of oil palm products and power generation. It operates in two reportable segments: Plantation, Mill, Power plant and All other segments. The Plantation segment is engaged in the cultivation of oil palm. The Mill segment is engaged in milling and sale of oil palm products. The Power plant segment is engaged in power generation and sale of biomass by-products. The All other segment is engaged in extraction and sale of earth stones and others.
  Dehcomic01 As value investors, you have been told that the market is not always efficient. You look for underprice companies to invest in anticipation that the market would eventually be rational and re-rate them. Unfortunately, my 20 years’ experience is that my average holding period is 6 to 8 years. I was told that to shorten the waiting period, I should look for catalysts. One of the catalysts I now look for is the price vs ROE trend discrepancy. This is exemplified by Cepatwawasan, a Bursa Malaysia plantation company. Its past 10 years ROE lie in between my 2 reference Bursa plantation companies – BPlant and KLK. But look at the price vs ROE trend. Historically prices seem to move in tandem with the ROE but recently the price has been flat while the ROE dropped. https://i.postimg.cc/VkxgYYLT/Cepat.png So, if a fundamental analysis shows that the drop in ROE is temporary, it would be an investment opportunity. But this fundamental analysis is a story for another day. For more insights of the Bursa plantation sector go to https://focusmalaysia.my/malaysian-plantation-stocks-a-cyclical-sector-but-not-cyclical-profits/ 09/11/2023 9:39 AM prudentinvestor CPO price has gone up to RM4,000 a ton again. High time for Cepat's share price to move up. 26/01/2024 10:12 PM prudentinvestor Cepat cepat naik. You have disappointed us for too long. Make sure go up until RM1. 16/02/2024 2:49 PM stockraider When u invest plantation u r not only taking advantage of prospect of palmoil demand but also potential for land appreciation loh! Plantation is a perfect hedge for inflation loh! 18/02/2024 1:20 PM prudentinvestor Signs that Cepat has started to move. Early bird catches the worms. 19/02/2024 9:15 AM prudentinvestor Wah! 78 sen already, highest in over one and a half years. Please go up further! 19/02/2024 11:47 AM TheContrarian Already broken through 80 sen. No one cheering? Everyone sold already? 19/02/2024 3:03 PM prudentinvestor Many cheap plantation counters are up today. This rally should last for several days. No need to sell too early. 19/02/2024 3:20 PM prudentinvestor Likely to close at 80 sen today for a 6.5 sen or almost 9% gain. We haven't seen such a big spike in almost two years. 19/02/2024 4:45 PM prudentinvestor Almost all the plantation counters that have released their financial results have reported substantially less quarterly earnings. I don't think Cepat could be an exception. 23/02/2024 2:41 PM  JJPTR PUTRAJAYA : Two former directors of CepatWawasan Group Bhd were given three months from Friday to repay the company RM13 million used to illegally pay Opti Temasek Sdn Bhd, an action in breach of the financial assistance provisions of Bursa Malaysia's listing requirements. Failure by Tengku Datuk Kamal Sir Sultan Abu Bakar and Lt Col Tengku Datuk Kamarul Zaman Sir Sultan Abu Bakar to do so would put the brothers in contempt of the court order and makes them liable to five years in jail. This comes after the Federal Court bench had unanimously dismissed their appeal to set aside the committal proceedings. 23/02/2024 3:13 PM prudentinvestor With eps at 6.6 sen and trading at 73 sen a share, its PE is just 11, considered low for a plantation company. Room for growth. 29/02/2024 3:56 PM KingKoil Beside SOP, TAANN and SWKPLNT above RM2, Jtiasa coming to break and join RM2 which the most gem now...TSH PE 16.73 for RM1.15. But there are some laggard, KRETAM PE 12.89 but only 59.5cent which is super undervalue and CEPAT 12.26 for 78.5cent. Worth to consider since CPO is above 4100 now. 12/03/2024 5:50 PM prudentinvestor First quarterly results very disappointing. Share price already so low, so unlikely to drop much. 22/05/2024 8:38 PM TheContrarian Was trying to buy at 68.5 sen yesterday but ended up buying at 69.5 sen. 11/06/2024 3:52 PM  Robert Waters In at 68.5 in the morning. I had an old order waiting for a few days. Let us hope for a fast turnaround. 05/08/2024 10:19 PM  EngineeringProfit Good buy. It's plantation game again. TheContrarian Bought at 67 sen 02/09/2024 7:56 AM prudentinvestor Has been paying 4 sen a share dividend for the past three years. Should be able to repeat its dividend payment this year. At 67 sen a share, its dividend yield works out to almost 6%, more than twice banks' 12 month fixed deposit rate. 21/09/2024 1:13 PM  | | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
