Highlights
KLSE: SOP (5126)       SARAWAK OIL PALMS BHD MAIN : Plantations
Last Price Today's Change   Day's Range   Trading Volume
3.44   -0.11 (3.10%)  3.44 - 3.59  130,900
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Overview

Market Cap: 1,964 Million
NOSH: 571 Million
Avg Volume (4 weeks):355,163
4 Weeks Range:2.95 - 3.86
4 Weeks Price Volatility (%):
53.85%
52 Weeks Range:1.90 - 4.22
52 Weeks Price Volatility (%):
66.38%
Average Price Target: 3.47
Price Target Upside/Downside: +0.03

Financial Highlight

Latest Quarter | Ann. Date 31-Mar-2020 [#1]  |  22-May-2020
Next QR | Est. Ann. Date: 30-Jun-2020  |  23-Aug-2020
T4Q P/E | EY: 12.86  |  7.77%
T4Q DY | Payout %: 1.45%  |  18.70%
T4Q NAPS | P/NAPS: 3.9799  |  0.86
T4Q NP Margin | ROE: 5.90%  |  6.72%

Headlines

Date Subject
21-Jul-2020 Plantation - Swarmageddon: Rise of “The Black Swarm”
20-Jul-2020 Plantation - News flow for week 13 – 17 July
17-Jul-2020 Stocks on Radar- Sarawak Oil Palms (5126)
17-Jul-2020 热门股:砂拉越油棕 上挑RM3.48
06-Jul-2020 Plantation - News flow for week 29 June – 3 July
29-Jun-2020 Plantation - News flow for week 22 – 26 June
22-Jun-2020 Daily Market Update - 22 Jun 2020
27-May-2020 Sarawak Oil Palms - Challenging quarter ahead
27-May-2020 Mplus Market Pulse - 27 May 2020
18-May-2020 Plantation - News flow for week 11 – 15 May
15-May-2020 Plantation - Key Takeaways from Golden Agri’s Conference Call
13-May-2020 Plantation - Key takeaways from Bumitama’s conference call
08-May-2020 M+ Online Technical Focus - 8 May 2020
08-May-2020 Daily Market Update - 8 May 2020 (JOHOTIN, SOP)
04-May-2020 Plantation - News flow for week 27 Apr – 1 May
27-Apr-2020 Plantation - News flow for week 20 – 24 Apr
20-Apr-2020 Plantation - News flow for week 13 – 17 Apr
17-Apr-2020 Plantation - B20 is delayed
13-Apr-2020 Plantation - News flow for week 6 – 10 Apr
27-Mar-2020 Trading Stocks - Sarawak Oil Palms

Business Background

Sarawak Oil Palms Bhd is a Malaysia based company engaged in the principal activities of investment holding, cultivation of oil palms, and operations of palm oil mills. The primary businesses of the company are oil palm plantation, milling, refining of oil palm products and trading of oil palm products. The operating segments of the group are Oil palm and Property development. Oil palm segment contributes majorly to the group’s revenue. Geographical the company operates in Malaysia and Singapore, of which key revenue is derived from Malaysia.
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  5 people like this.
 
enning22 massive flooding in china,destroyed crops, as the result ,they should import more palm oil and related products.,orders should come by one or next two months time.
23/07/2020 2:52 PM
enning22 cpo up like crazy, today up 40 rm ,reaching ,2790 /ton,and still going strong.
23/07/2020 3:11 PM
ryan_och gogogo, break3.79, another uptrend
23/07/2020 3:44 PM
kinuxian I usually refer to fcpo 3 months ahead as reference.

Probably retest 3.8 in coming days and wait for re-rating after their QR result.
23/07/2020 3:46 PM
ryan_och no more selling pressure, previous up volume still holding
23/07/2020 3:49 PM
ryan_och Feb CRUDE PALM OIL 26,036
March CRUDE PALM OIL 29,374
Apr CRUDE PALM OIL 31,281
May CRUDE PALM OIL 32,889
June CRUDE PALM OIL 33,897
23/07/2020 3:55 PM
power88 Production up , good good
23/07/2020 7:03 PM
power88 Soon rm 4.00
23/07/2020 7:03 PM
jojo85 May hits rm 4 as soon as tomolo
24/07/2020 12:44 AM
Maybank8 Maybank TP no revise?
24/07/2020 9:41 AM
Maybank8 RHB TP highest? How much?
24/07/2020 9:45 AM
Maybank8 Penta, TGuan why rerating?
24/07/2020 9:46 AM
enning22 https://klse.i3investor.com/blogs/savemalaysia/2020-07-22-story-h1510689692-Palm_oil_industry_may_see_full_recovery_in_4Q20_if_pandemic_manageable_.jsp
24/07/2020 9:51 AM
ryan_och just wait
24/07/2020 10:12 AM
24/07/2020 10:46 AM
Gabriel Khoo https://www.klsescreener.com/v2/news/view/706711
24/07/2020 10:47 AM
Gabriel Khoo https://www.klsescreener.com/v2/news/view/706705
24/07/2020 10:47 AM
bclassinvest Hold on tight. Good news coming.
24/07/2020 11:09 AM
kinuxian Continuous FCPO shown a gap up this morning and fall slightly at 2722.

The longer it lingering above 2.6K, the Q3 result will be more encouraging.

Many big boy are estimating ~ 2.2 - 2.4 in their price modeling. Rerating will be kicked in if CPO price can be sustained.
24/07/2020 11:44 AM
jojo85 Why drop suddenly? Earthquack or what?
24/07/2020 12:23 PM
bluered esos on profit taking
24/07/2020 1:08 PM
kinuxian https://www.theedgemarkets.com/article/palm-oil-price-rally-not-sustainable-analysts-fry-mistry
24/07/2020 1:10 PM
skyea https://www.theedgemarkets.com/article/indonesias-palm-oil-reserves-seen-slumping-16month-low
24/07/2020 2:35 PM
enning22 these analysts talked about the price of CPO,, should not chase up too high, currently 2800rm , or higher that may not last , that is reasonable, 2500--2600 , be more reasonable, at these price , plantation houses, still fetched good profit, as the prodiction cost ranged between 1800-2000.
24/07/2020 2:43 PM
skyea JAKARTA (July 23): Palm oil stockpiles in Indonesia, the world's top grower, will probably plunge to their smallest in 16 months by the end of July as production hits the lowest in more than two years after floods in major growing regions disrupted the harvest and delivery of fruit to mills.

Reserves are forecast to fall more than 10% from a month earlier to three million tons, according to the median estimate from five analysts and plantation executives compiled by Bloomberg. Production will drop 8.3% to 3.54 million tons from an estimated 3.86 million tons in June, the survey showed.


meanwhile, bursa announcements show SOP is able to increase production yoy.

so the indon's predicament is propping up prices, while SOP mthly statistics show that it is able to increase production yoy to capture the rally in palm prices.
24/07/2020 2:50 PM
Gabriel Khoo SOP production cost around 1650 per mt
Based on 2600 SOP could generate 200M +
24/07/2020 4:00 PM
Gabriel Khoo With average PE of 17.5
TP should be above RM6
24/07/2020 4:01 PM
Plantermen Peat soil planting cost is sustainably higher
24/07/2020 4:03 PM
Gabriel Khoo SOP is managing it well. SOP has now become an efficient intergrated plantation company after years of transformation and its still on going especially towards automation.
Rank no 7 in term of size.
Cheapest valuation in the market.
24/07/2020 4:15 PM
Gabriel Khoo No more planting in peat soil since 2014.
24/07/2020 4:16 PM
kinuxian US-China spat affecting the market sentiment. Slim chance to close above 3.8. Those short-term trader likely take a risk off position on Friday. Let's see US-China stories goes next week, hopefully retest 3.8 again if market sentiment turn neutral or slight optimistic.
24/07/2020 4:46 PM
enning22 i think ,palmoil market is experiencing a " squeeze" for oil for near team , bursa fcpo climbs up 100 rm.
24/07/2020 5:50 PM
jojo85 Buy rate 62%...price not jump..insti wants to buy cheap..look at TSH perfomance today, up more than 10%.
24/07/2020 6:09 PM
gemfinder Rm6 at least
24/07/2020 11:22 PM
kinuxian https://www.theedgemarkets.com/article/rhb-investment-bank-keeps-buy-rating-sarawak-oil-palms-strong-sector-earnings
27/07/2020 11:28 AM
5354_ TP RM 4.2.
27/07/2020 11:41 AM
ryan_och FCPO below 2723, run first
27/07/2020 4:03 PM
5354_ IBs' goreng gloves not CPO why ah?

power88 Sop very soon 4.5
24/07/2020 10:35 PM

gemfinder Rm6 at least
24/07/2020 11:22 PM
27/07/2020 5:34 PM
skyea united plantation result out...super strong
27/07/2020 6:45 PM
enning22 today fcpo touched 2800/per tonnes again
03/08/2020 10:58 AM
kinuxian Dunno how long rainy season will continued. If prolonged, I guess it might disrupts CPO output slightly as many analysis predicted a pickup in August.
03/08/2020 11:13 AM
power88 cpo back to 2800, SOP 4.00 coming..buy before late
03/08/2020 5:36 PM
Gabriel Khoo Malaysia's palm oil exports in July rose 5.8 per cent from June, cargo surveyor Intertek Testing Services said on Friday.
03/08/2020 5:40 PM
kinuxian https://www.todayonline.com/world/vegoils-palm-oil-surges-3-higher-rival-oils-better-july-exports
04/08/2020 9:47 AM
enning22 high demand for oil ,usually will begin on September, preparing for year end festive seasons.
04/08/2020 3:11 PM
enning22 today GCB in focus.
05/08/2020 12:13 PM
kinuxian Festive demand from India probably kick in by Sept too. https://www.theedgemarkets.com/article/malaysia-julyend-palm-oil-stocks-expected-hit-threeyear-low
05/08/2020 12:59 PM
johoran collect more..cheap sale
07/08/2020 5:04 PM
johoran cpo still 2750 above
07/08/2020 5:04 PM
power88 3.44 cheap
07/08/2020 8:59 PM


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