Posted by Waterlee77 > Nov 20, 2019 11:25 AM | Report Abuse

是时候开始收货了

Posted by alantiang > Nov 20, 2019 11:30 AM | Report Abuse

Hi Waterlee, agreed

Posted by alantiang > Nov 20, 2019 11:30 AM | Report Abuse

https://www.google.com/amp/www.enanyang.my/news/20191119/%25E5%25B0%2586%25E8%25B5%25B6%25E4%25B8%258A%25E6%25A3%2595%25E6%25B2%25B9%25E4%25BB%25B7%25E5%258D%2587%25E5%258A%25BF-br%25E7%25A7%258D%25E6%25A4%258D%25E8%2582%25A1%25E5%2587%2580%25E5%2588%25A9%25E5%25A4%258D%25E8%258B%258F%25E6%259C%2589%25E7%259C%258B%25E5%25A4%25B4/amp/

Posted by Waterlee77 > Nov 20, 2019 11:54 AM | Report Abuse

期待CPO回到之前的高峰

Posted by Waterlee77 > Nov 20, 2019 4:02 PM | Report Abuse

种植股强势归来了

Posted by alantiang > Nov 20, 2019 7:34 PM | Report Abuse

https://www.sinchew.com.my/pad/con/content_2149928.html

Posted by zakaria444 > Nov 25, 2019 3:52 PM | Report Abuse

IJM Plantations aims to harvest record high one million tonnes of FFB

Posted by utusminum > Nov 27, 2019 5:20 PM | Report Abuse

CPO price is targeted to hit 3k, now or never

Posted by Hafid > Dec 2, 2019 4:16 PM | Report Abuse

IJM Plantations’ share price has been on a downward trend since early 2016, dropping from RM3.50 to below RM1.50, no thanks mainly to the soft crude palm oil (CPO) prices.

In August last year, there was news that IOI Corp Bhd and Hap Seng Plantation Bhd were eyeing IJM Plantation. Its market capitalisation was at RM2 billion then versus RM1.3 billion currently, which translates into a discount of over 35%.

Some quarters say the price is even more appealing now. That said, is IJM Plantations an attractive prospect that IJM Corp can marry off soon?

“It is rare to find a decent-sized estate that will be a meaningful addition to a larger plantation company’s portfolio. For IJM Plantations, aside from its size, it is also the locations [of its estates] and some parts of its estates are newly replanted,” says CGS-CIMB Research head of research Ivy Ng, who covers the plantation sector.

“It is unclear if a suitor will have the appetite to take over IJM Plantations’ entire portfolio as it has land in Malaysia and Indonesia and not everyone wants exposure to both markets. Plantation companies usually like to acquire assets that are close to their existing estates.

So, it will be interesting to see how a deal will be structured and how it will impact the price,” she adds.

Ng also points out that there is a moratorium on new planting. “If a plantation company wants to look at expansion, it might not be able to do so in Malaysia because of the lack of available land. Our minister [Minister of Primary Industries Teresa Kok] has indicated the plan to essentially restrict new planting.

From this perspective, if a plantation company wants to expand, believes in the growth of this industry and wants to acquire a decent-sized estate portfolio, IJM Plantations’ portfolio could represent an opportunity.”

Another analyst points out that, as with most M&A exercises, it all boils down to price and valuation.

“Everything has a price. If it’s a deal that makes sense for the buyer and seller, why not? More often than not, it is down to the price and what future value-add the acquisition can bring.”

Posted by perangbrown > Dec 5, 2019 2:17 PM | Report Abuse

IJM Corp posted a 220% year-on-year (YoY) jump in net profit to RM70.1 million for its second quarter ended Sept 30, 2019, on improved earnings from its property development, manufacturing and quarrying, plantation and infrastructure divisions.

Revenue for the period rose 20.2% YoY to RM1.57 billion. On a year-to-date basis, net profit increased 52.96% YoY to RM129.53 million as revenue grew 13.45% YoY to RM3.12 billion.

The company declared a single-tier first interim dividend of two sen per share which will be paid on Dec 27, 2019, to entitled stakeholders.

Posted by Hafid > Dec 5, 2019 6:39 PM | Report Abuse

That one is ijm corp

Posted by Hafid > Dec 5, 2019 6:39 PM | Report Abuse

Hopefully privatise the ijm plnt

Posted by smallfishyu > Dec 6, 2019 2:24 PM | Report Abuse

IJM Plantations Bhd’s net loss narrowed substantially to RM2.32 million in its second quarter ended Sept 30, 2019 (2QFY20), from losses of RM28.30 million in the year-ago quarter, helped by higher sales volume and favourable foreign exchange positions.

Higher sales volume helped lift the group’s quarterly revenue by 23.4% to RM172.86 million, from RM140.09 million in 2QFY19, its exchange filing today showed.

During the quarter, IJM Plantations’ overall fresh fruit bunches (FFB) production improved as a result of the recovery of crop production in the home operations by 42.3%.

Posted by William Ng > Dec 6, 2019 11:31 PM | Report Abuse

22/10/19 is RM 1.49, today RM1.98

Posted by William Ng > Dec 9, 2019 3:46 PM | Report Abuse

Walau, today why up so many...

Posted by Hafid > Dec 9, 2019 3:52 PM | Report Abuse

2.25NEXT LEVEL

Posted by William Ng > Dec 10, 2019 6:46 PM | Report Abuse

每天慢慢生一点。

Posted by William Ng > Dec 16, 2019 11:57 PM | Report Abuse

2.13

Posted by William Ng > Dec 26, 2019 11:13 PM | Report Abuse

2.18, this counter so less people...

Posted by William Ng > Dec 27, 2019 10:55 PM | Report Abuse

2.27

Posted by alantiang > Dec 28, 2019 10:46 AM | Report Abuse

http://www.sinchew.com.my/pad/con/content_2182629.html

Posted by alantiang > Dec 28, 2019 10:51 AM | Report Abuse

If CPO sustain in $3000+ till in end Feb, share price will come over $3.50

Posted by LouiseS > Dec 30, 2019 9:37 AM | Report Abuse

IJM PLANTATIONS's main business segments include oil palm plantations and milling.

Its earning performance has been overall unstable in last five years, whereby its earning per share overall fluctuated from -4.13 sen to 13.07sen. IJM reported losses before tax (RM 43.31 million) in the current financial year was mainly due to lower crude palm oil (CPO) prices, a signifcant net unrealised foreign exchange loss of RM25.79 million resulting from the translation of the US Dollar denominated borrowings and increasing production cost.

https://louisesinvesting.blogspot.com/2019/12/comments-on-ijm-plantations-berhad-2216.html

Posted by William Ng > Dec 30, 2019 12:21 PM | Report Abuse

2.48...

Posted by Hafid > Dec 30, 2019 1:29 PM | Report Abuse

2.80

Posted by ramada > Dec 30, 2019 1:33 PM | Report Abuse

IJMPLNT also very bullish.

Posted by Hafid > Dec 31, 2019 8:26 AM | Report Abuse

already up 75% from 1.35 price

Posted by dalpinia > Dec 31, 2019 9:21 AM | Report Abuse

RM3128 yesterday:

http://mpoc.org.my/daily-palm-oil-price/

Posted by William Ng > Dec 31, 2019 11:05 PM | Report Abuse

Paper gain 20%...

Posted by alantiang > Jan 6, 2020 4:33 PM | Report Abuse

https://m.malaysiastock.biz/Company-Announcement.aspx?id=1189565

Posted by alantiang > Jan 6, 2020 4:35 PM | Report Abuse

Coming QR should be increase at least 30%

Posted by Waterlee77 > Jan 6, 2020 4:49 PM | Report Abuse

Agreed, productivity n CPO keep on increasing / sustain, profit will reflects in the coming QR.

Posted by alantiang > Jan 6, 2020 4:56 PM | Report Abuse

Keep it now, and will increase at least 10-20% in February

Posted by Hafid > Jan 7, 2020 6:24 AM | Report Abuse

Production will not increase. Only the CPO price is high.

Posted by alantiang > Jan 7, 2020 9:29 AM | Report Abuse

https://m.malaysiastock.biz/Company-Announcement.aspx?id=1189565

Posted by alantiang > Jan 7, 2020 9:30 AM | Report Abuse

Refer monthly production figure, FFB output October and November increase about 27%
Compare to Jul and August

Posted by alantiang > Jan 7, 2020 9:32 AM | Report Abuse

Waiting December monthly production figure to compare with September,
Then we will get QoQ revenue result

Posted by alantiang > Jan 7, 2020 9:36 AM | Report Abuse

FFB internal output
Dec ?
Nov 104,024
Oct 109,650
Sep 98,292
Aug 83,458
July 83,676

Posted by alantiang > Jan 7, 2020 10:59 AM | Report Abuse

https://www.enanyang.my/news/20200107/12%e6%9c%88%e6%a3%95%e6%b2%b9%e5%ba%93%e5%ad%98%e6%96%99%e8%b7%8c9-br%e6%a3%95%e6%b2%b9%e4%bb%b7%e6%84%88%e5%8a%a0%e9%ab%98%e6%ad%8c%e7%8c%9b%e8%bf%9b/

Posted by alantiang > Jan 7, 2020 11:24 AM | Report Abuse

http://mpoc.org.my/monthly-palm-oil-trade-statistics-2019/

Posted by alantiang > Jan 7, 2020 11:25 AM | Report Abuse

All signal to support ijmplnt > 2.50

Posted by dlau8899 > Jan 7, 2020 12:29 PM | Report Abuse

Going up 2.40 as soon

Posted by dlau8899 > Jan 7, 2020 12:32 PM | Report Abuse

Production increase.palm oil price increase .next quarter result will increase a lot.

Posted by alantiang > Jan 7, 2020 12:57 PM | Report Abuse

to look forward to coming QR, QoQ increasing 30%, 40% or more

Posted by William Ng > Jan 8, 2020 6:15 PM | Report Abuse

Today all my other stock drop except this up

Posted by alantiang > Jan 9, 2020 12:35 PM | Report Abuse

https://translate.googleusercontent.com/translate_c?depth=1&nv=1&rurl=translate.google.com&sl=auto&sp=nmt4&tl=en&u=https://www.enanyang.my/news/20200109/mpoc%25E4%25B8%25AD%25E4%25B8%259C%25E7%25B4%25A7%25E5%25BC%25A0%25E5%25B1%2580%25E5%258A%25BF%25E6%258E%25A8%25E5%258D%2587-br%25E6%25A3%2595%25E6%25B2%25B9%25E4%25BB%25B7%25E5%258F%25AF%25E4%25BC%2581%25E7%25A8%25B3rm3100/&xid=17259,15700021,15700186,15700190,15700256,15700259,15700262,15700265,15700271&usg=ALkJrhikV47eTauF6XpP5xcDNjNAC0Q8uw

Posted by alantiang > Jan 9, 2020 12:36 PM | Report Abuse

https://www.enanyang.my/news/20200109/mpoc%e4%b8%ad%e4%b8%9c%e7%b4%a7%e5%bc%a0%e5%b1%80%e5%8a%bf%e6%8e%a8%e5%8d%87-br%e6%a3%95%e6%b2%b9%e4%bb%b7%e5%8f%af%e4%bc%81%e7%a8%b3rm3100/

Posted by alantiang > Jan 10, 2020 3:32 PM | Report Abuse

https://www.sinchew.com.my/pad/con/content_2198951.html

Posted by William Ng > Jan 15, 2020 6:44 PM | Report Abuse

So quiet

Posted by LouiseS > Jan 27, 2020 2:01 PM | Report Abuse

Based on comparison of 44 plantation counters listed in Bursa Malaysia, it is found that currently IJM is not ranked as one of the TOP 8 plantation counters worthy to pay attention to and potentially invest in. However, IJM stands out in performance indicators such as having strong support from institutional investors.

https://louisesinvesting.blogspot.com/2020/01/comparison-of-major-plantations.html