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Overview
Financial Highlight
HeadlinesBusiness Background United Plantation Berhad cultivates and processes palm oil, coconuts, and other plantation crops. Its subsidiaries process and manufacture palm oil until it is ready to be packaged and distributed to customers worldwide. It owns light railway to transport products from palm trees to a handful of mills located on its property. Coconuts can be sold at a young age for drinking purposes, or as mature nuts to help produce milk, powders, and other products. End products produced by the company include cooking oils, ready-to-eat oils, soaps, and specialty fats. The remaining waste water and discharge from mill operations are used to produce fertilizers or shipped to ponds where it can be purified and released to rivers and waterways.
  MOBAjobg ^I won’t resort to your low level diatribe as you’re famous for such nonsense in this thread, your temperament is absurd as the proverb goes, you reap whatever you sow. 26/07/2024 7:42 AM KClow Wah wah@mabojob U so noble I bet u think ur shiit smell better than others right?? Lol.. Dats ur prob lor not mine Anyway thanks for sharing how dumb u r.. Hope u visit us here again when utdplnt reaches rm28 amd rm35 26/07/2024 10:21 AM troy88 Well done Utdplt. Without doubt it has taken the crown from KLK as the king of plantation. Congrats to holders! 26/07/2024 11:09 AM MOBAjobg @KClow As long as palm oil futures prices remain high, rm29.96 seems reachable. Don’t pretend you’re smarter than anybody. 26/07/2024 11:47 AM dam82 Don’t forget to celebrate today ya with a nice world most probably best beer … hope can cross 27 year end 30 lor … 26/07/2024 12:04 PM troy88 If any investor wants to own just one plantation stock in their portfolio, Utdplt is by far the best one. I expect it to pull further away from KLK in the coming years.. 26/07/2024 3:20 PM  calvintaneng RESULTS OF UNITED PLANT, CHINTECK PLANTATION & SARAWAK OIL PALM TELL US THAT WE SHOULD UPGRADE PALM OIL TO OVERWEIGHT, Calvin Tan https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-31-story-h-155263555-RESULTS_OF_UNITED_PLANT_CHINTECK_PLANTATION_TELL_US_THAT_WE_SHOULD_UPGR 31/07/2024 7:30 AM calvintaneng TSH VERY SAFE TRUMP IN POWER: TECH IN TROUBLE (A Prudent Person Foresees Danger & Hide himself, Calvin Tan https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-31-story-h-155265511-TRUMP_IN_POWER_TECH_IN_TROUBLE_A_Prudent_Person_Foresees_Danger_Hide_hi 31/07/2024 7:33 AM D197btg relax everyone, it is just a minor correction for future rise, congrate to all that manage to grab past 3 days, now lets enjoy the fruiting, the same glory will repeat. 08/08/2024 10:48 AM  Mabel Malaysian palm oil exports and inventory levels in July surpassed market expectations, with robust exports contributing to a reduction in stockpiles. Exports surged by 39.9% month-on-month. This increase was primarily due to higher orders from key importing countries, such as India and China, for July shipments. Palm oil production has resumed its upward trend, rising 14.0% month-on-month in July to 1.84 million tonnes, signaling the onset of the seasonal high-production phase. Kenanga also maintains a Neutral outlook with a strong upside catalysts, such as CPO prices surging to trade between RM4,000 - RM4,500 Let’s look at the general gross profit for Crude Palm Oil (CPO) in Malaysia and Indonesia. Malaysia Gross Profit: The gross profit for Malaysian CPO producers can vary, but it generally ranges from RM 1,500 to RM 2,000 per tonne. This is based on production costs of around RM 2,000 per tonne and average CPO prices ranging from RM 3,500 to RM 4,000 per tonne. Indonesia Gross Profit: Indonesian CPO producers typically enjoy higher gross profits due to lower production costs. The gross profit generally ranges from USD 400 to USD 600 per tonne. This is based on production costs of around USD 300 per tonne and average CPO prices ranging from USD 700 to USD 900 per tonne. As you can see the Indonesian Farmers are happily dancing while the Malaysian Farmers will need to monitor their production cost with the 52% increase in Diesel Price in Peninsular Malaysia. Hopefully the volume in revenue can cover this cost. 18/08/2024 11:58 PM Mabel Moving forward… Time for our plantation to break new frontiers to cover these 52% increase in Production cost. Beside CPO, Plantations can be potentially significant renewable energy players in mid to long to long term. Palm oil wastes to energy, vast landbank for solar energy, CPO for biodiesel like B20 and B60 etc , 19/08/2024 12:11 AM JrWarren Unlikely because this counter is liquid enough despite the price is high. Too much shares in the market will become the target of short seller and causing speculation to dive down the price. Most recent bonus issue happened during Covid time to maintain the share liquidity. https://theedgemalaysia.com/article/united-plantations-proposes-oneforone-bonus-issue 04/09/2024 7:23 PM kk7198 @JrWarren, agree with you. I feel Utd Plant is the best managed plantation counter in Bursa. This is a real solid blue chip. Another one I like like the boring stock, Oriental . They have huge plam oil lands in Indonesia n Perak. They have net cash of 3.1 bil 04/09/2024 8:55 PM kk7198 True, real trash. See the glove counters with bonus issue esp. Topglove, the boss was also kena kaw kaw trying to be no :1 in Bursa. 04/09/2024 9:42 PM observatory US companies busy buying back shares but Malaysian companies busy splitting them. 05/09/2024 12:30 AM  Pinky Investors who really appreciate stocks like UTDPLT, appreciate its quality management, earnings quality and stable dividends. I doubt any of us here really "trades" this counter. In that case, Bonus Issues add zero value to us. It gives you "more" shares but at the same time makes each of them "cheaper" - akin to slicing the cake that you currently have into 2 pieces - you STILL have the same sized cake. Rubbish. 05/09/2024 9:11 AM Pinky Companies do share splits and bonus issues to make their shares more easily tradeable. But in case of this gem UTDPLT, I'd prefer to keep those traders away. We want real investors here. 05/09/2024 9:12 AM JrWarren Uncle Boon Siew very geng leh... From what I know, the company is severely undervalue despite the NTA per share is RM12.70. If revaluation of land bank is performed and up-to-date, I am sure NTA is much more higher. No surprise and no expectation, every year steadily cari makan dan tunggu duit masuk bank saya. I got hold small portion for dividend (yield 6.5% based on my acquisition cost) and as a conservative share. 05/09/2024 1:27 PM JrWarren In contrast to Boon Siew group and UP, who rewarding shareholder handsomely and the company still growing well, I feel hatred to KSL where the management not even share their fruitful result with the shareholders. Besides, the top management mostly is gagilang (family members) and taking lucrative salary for their own sake. 05/09/2024 1:35 PM ooihk899 Wow, hit all time high, grats to all. Hopefully closing also all time high😁 05/09/2024 4:17 PM DonovanTingQY Better prospects for plantation companies in 2H24. Gogo, United plantations https://www.thestar.com.my/business/business-news/2024/09/06/better-prospects-for-plantation-companies-in-2h24 06/09/2024 8:19 PM dam82 cantik please celebrate with the probablly best beer in the word ...hahaha .. now waiting for 28 ... 29 ..30 then share spilt then again naik to 25 ... all enjoy the ride 10/09/2024 3:57 PM Fabien _the efficient capital allocator Even at current price, the yield is 7%. Globally, everywhere is cutting interest rates. We are entering the next phase of low yield economic environment. The search for yield reckons, UP is the best place to park your capital. If yield drops to 4% risk free rate, their equity value per share has to go up to RM47.50. 11/09/2024 10:28 AM Fabien _the efficient capital allocator Trailing 12 months EPS = 182.50 sen Even at current price of 27.48, PE is only 15x. I noticed other far inferior plantation stocks are being priced higher than 15x. 13/09/2024 11:27 AM  | |
