KLSE: BKAWAN (1899)       BATU KAWAN BHD MAIN : Plantations
Last Price Today's Change   Day's Range   Trading Volume
19.80   0.00 (0.00%)  19.80 - 19.84  945,500
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Market Cap: 8,632 Million
NOSH: 436 Million
Avg Volume (4 weeks):105,994
4 Weeks Range:19.60 - 19.96
4 Weeks Price Volatility (%):
52 Weeks Range:18.40 - 20.10
52 Weeks Price Volatility (%):
Average Price Target: 20.42
Price Target Upside/Downside: +0.62

Financial Highlight

Latest Quarter | Ann. Date 30-Sep-2017[#4]  |  22-Nov-2017
Next QR | Est. Ann. Date: 31-Dec-2017  |  14-Feb-2018
T4Q P/E | EY: 14.71  |  6.80%
T4Q DY | Payout %: 2.81%  |  41.35%
T4Q NAPS | P/NAPS: 15.4151  |  1.28
T4Q NP Margin | ROE: 5.56%  |  8.73%


Date Subject
16-Aug-2017 Mplus Market Pulse - 16 Aug 2017
16-Aug-2017 PublicInvest Research Headlines - 16 Aug 2017
23-May-2017 Bkawan - 2QFY17 Results Review
23-May-2017 Mplus Market Pulse - 23 May 2017

Business Background

Batu Kawan Berhad is a Malaysia-based investment holding company. The Company operates in four segments namely, investment holding, which involves deposits, fixed income trust funds and investment in quoted and unquoted corporations; chemicals, which involves the manufacture and sale of chemicals and transportation services; plantations, is engaged in the cultivation of oil palm and; investment properties, is engaged in the renting out of office space, warehouse and car parks. Its subsidiaries include, See Sen Chemical Berhad, Malay-Sino Chemical Industries Sendirian Berhad, Batu Kawan Holdings Sdn Bhd, Caruso Enterprises Sdn Bhd, Whitmore Holdings Sdn Bhd and Enternal Edge Sdn Bhd. As of December 2, 2010, the Company's major shareholder was Arusha Enterprise Sdn Bhd which held 45.33% stake in the Company.
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  fazil3801 likes this.
logitrader http://www.klse.my/stock/insider/director/all/1899.jsp
15/06/2015 18:18
Butter Bought 20k lot
27/07/2015 00:19
ongkkh Butter, any good news for you to park so much in one goal? can share?
27/07/2015 21:53
sheldon What happened? A sudden drop by 86 sen
18/09/2015 22:45
fazil3801 time to buy
20/09/2015 00:29
Kevin Wong Altruism investing everybody!
08/10/2015 11:19
sheldon I think the major shareholders think they can take the money to their graves - why so stingy? - payout ratio of only 42%.

Also - the meagre payment have to wait until Mar 2016 before $ in the pocket
20/11/2015 12:00
moven00 Becareful of Bkawan USD debt..
16/12/2015 22:09
sheldon Yippee! more share buybacks
09/03/2016 21:27
sheldon Good & prudent management, steadily accumulating shares below its perceived value.
10/06/2016 15:47
sheldon Share buyback hitting very very close to 7%!
17/06/2016 15:45
sheldon They've crossed the Volga river.
At 7% I think it's the largest %-wise of all the Malaysian listed companies.
21/06/2016 22:02
saltib sell or buy ? any comments
29/07/2016 20:56
sheldon Buy - The management comes across as prudent & honest. Furthermore the co has bought back shares in excess of 7% of the total issue.
05/08/2016 19:52
sheldon Saltib - did you take my advice?
11/08/2016 23:14
gnimalu23 http://www.theedgemarkets.com/my/article/batu-kawan-makes-forbes-asias-fab-50-list-second-time
25/08/2016 14:51
sheldon You can get KLK exposure via B. Kawan which is cheaper.
30/08/2016 22:47
ttaniges The director just bought back share for this stock
18/12/2016 21:03
sheldon If a knowlegeable director has complete faith in the company, what does it mean?

Go get em yourself !!!
28/12/2016 00:19
sheldon The giant is awakened
10/01/2017 21:31
sheldon 2 questions as I'm just curious about the Co's fundamentals -

1) What's the door gift for the AGM? &
2) What's on the menu?
19/01/2017 11:19
fazil3801 any news for this counter?
08/02/2017 11:13
nooobieee a spectacular quarter report will be released next week
09/02/2017 07:25
fazil3801 good news?
10/02/2017 09:50
nooobieee CPO production increased 15% for the last quarter and the profit is close to 5,000 per tonne at the current price. guess what kind of report they will release next week?
PS: CPO stockpile decrease 7.5% to only 1.5M
10/02/2017 14:20
nooobieee estimated net profit 225,000,000 and eps 55 cents. good news?
10/02/2017 14:25
fazil3801 why Div so kedekut..
10/02/2017 15:02
sheldon If the CPO price is RM3k ++ per tonne, it would be mathematically impossible to register RM5k per tonne.

Any way given the improvement in CPO price, I'm rubbing my hands in glee waiting for the last quarter results. I agree 100% that B.Kawan can give out more dividends, maybe 20 sen each quarter is not asking too much.
11/02/2017 23:05
sheldon Anyone going to the AGM?
14/02/2017 15:24
sheldon 48.8 sen EPS - another quarter of sterling performance - may the management be blessed for their diligence, prudence and skill which we shareholders have benefited.
14/02/2017 20:57
fazil3801 hope bkawan can sky up...can reach above rm50
15/02/2017 10:56
sosfinance overbought at the moment based on RSI.
15/02/2017 18:26
nikicheong What is the point of a company like Batu Kawan? It just owns other businesses like KLK and not running its own operations.

Also it owns 47% of KLK, it doesn't even worth that much based on market cap, how come?
24/04/2017 22:17
sosfinance Batu Kawan is undervalued. It does has its own biz (please check carefully, its own plantation and manufacturing), but small compared to KLK.

KLK's market cap is about RM27b. B.Kawan 47% ownership is about RM12.7b.

BKawan's market cap is RM8.2b @ RM19.00 per share. B.Kawan's existing biz is worth about RM2b (please check). So, BKawan's ownership in KLK will be RM6.2b (8.2 - 2) while it should be reflected at RM12.7b, it is undervalued at RM6.5b (12.7 - 6.2)(far better than the execution risk for IPP under construction, biz in the future, as it is a traded shares).

BKawan DY is about 3.5%.

That is why, the Company buyback as much as RM30m at about RM19+. Plantation is not in the limelight at the moment. Give it some time, it will close the gap. Even if we used the EV/mature ha, it is about RM50-55,000 per ha, it is on the lower band of RM60k - 100k per mature ha for large plantation companies listed.
03/05/2017 12:09


22/05/2017 23:13
sheldon The main issue plaguing Batu Kawan and the like is the spinners giving a bad name to CPO from the health angle even though it's proven that it's neutral at worst. I consume the cooking oil at home. Obviously the Malaysian eateries use palm oil in their cooking as well. I eat out most of the time and at mid-50s I'm still alive.

Then they pick from the environmental angle. The lobbyists are going all out to paint a negative picture on CPO to probably help the soy industry. It appears that all these so-called good intentions has the same underlying motive - MONEY!
16/07/2017 12:14
sosfinance This stock (BKawan) reminds me of Charlie Munger's Daily Journal investment in Well Fargo in 2009, quietly, and ....... the rest is history.
17/07/2017 14:51
sheldon Feel the awesome power of trade blocks - http://www.thestar.com.my/business/business-news/2017/07/17/malaysia-and-indonesia-may-take-eu-plan-to-curb-palm-oil-imports-to-wto/
17/07/2017 15:36
Stock Kingdom Calvin's prediction on palm oil proved failure again
15/08/2017 19:52
joetay @stock kingdom,

i alrdy gave warning but still got jokers believe in chief joker @calvintaneng and refuse to acknowledge the signs. best is this @chongyu, claim to have 30 yrs experience in plantation industry but actually he doesnt know much after i probe him on fertilizer component prices.
15/08/2017 20:42
Stock Kingdom Calvin, your judgement on palm oil is totally out of way. Not only you don't know how palm oil estates run, you don't know palm oil industry. In fact, you also don't know the relationship between palm oil, soy bean oil, biofuel & crude oil.
17/08/2017 00:34
joetay @stock kingdom,

thats why he is very quiet on palm oil stocks this week.

anyway, those who buy on recommendations/advise do so at their own risks. best is to do own research and intelligence gathering.
17/08/2017 08:24
sheldon Anticipating with glee the usual big dividend announcement in Sep quarterly. Unfortunately it's a long fuse that is paid only in Mar 2018.
12/10/2017 16:19
MWDH SP go up so what? Do they care about Shareholders ?
26/10/2017 07:56
MWDH making more n more money! But div stays the same
26/10/2017 07:57
sheldon These guys that run the show are extremely conservative but I've no complaints.

The low dividend is more than adequately covered by the 7.6% shares bought-back. I have not come across any other PLC with such a significant treasury shareholding.
26/10/2017 12:29
27/10/2017 00:06
sheldon A handsome dividend!
23/11/2017 16:46
888newbie yes. very good management. honest and responsible.
30/11/2017 15:28
sheldon Why DRIP?? Bad move!!
15/01/2018 12:04


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