Highlights
KLSE: BPLANT (5254)       BOUSTEAD PLANTATIONS BHD MAIN : Plantations
Last Price Today's Change   Day's Range   Trading Volume
0.675   -0.005 (0.74%)  0.665 - 0.675  1,319,100
Analyze this stock with MQ Trader system

Overview

Market Cap: 1,512 Million
NOSH: 2,240 Million
Avg Volume (4 weeks):2,062,463
4 Weeks Range:0.655 - 0.74
4 Weeks Price Volatility (%):
23.53%
52 Weeks Range:0.525 - 0.76
52 Weeks Price Volatility (%):
63.83%
Average Price Target: 1.78
Price Target Upside/Downside: +1.105

Financial Highlight

Latest Quarter | Ann. Date 30-Sep-2021 [#3]  |  23-Nov-2021
Next QR | Est. Ann. Date: 31-Dec-2021  |  24-Mar-2022
T4Q P/E | EY: 8.23  |  12.14%
T4Q DY | Payout %: 7.19%  |  59.17%
T4Q NAPS | P/NAPS: 1.19  |  0.57
T4Q NP Margin | ROE: 19.50%  |  6.89%

Headlines

Date Subject
24-Nov-2021 PublicInvest Research Headlines - 24 Nov 2021
24-Nov-2021 Mplus Market Pulse - 24 Nov 2021
06-Oct-2021 Trading Stocks - Boustead Plantations
29-Sep-2021 Mplus Market Pulse - 29 Sept 2021
29-Sep-2021 PublicInvest Research Headlines - 29 Sept 2021
26-Aug-2021 Mplus Market Pulse - 26 Aug 2021
09-Aug-2021 Mplus Market Pulse - 9 Aug 2021
06-Aug-2021 Boustead Plantation director Abdul Aziz resigns effective August 5
23-Jul-2021 Technical Buy - BPLANT (5254)
14-Jul-2021 Mplus Market Pulse - 14 Jul 2021
14-Jul-2021 PublicInvest Research Headlines - 14 Jul 2021
13-Jul-2021 Daily technical highlights – (BPLANT, JOHOTIN)
12-Jul-2021 Mplus Market Pulse - 12 Jul 2021
06-Jul-2021 Mplus Market Pulse - 6 Jul 2021
27-May-2021 Mplus Market Pulse - 27 May 2021
10-May-2021 The best positioned plantation company:Boustead Plantation Berhad(BPLANT).
07-May-2021 Trading Stock - Boustead Plantations
25-Mar-2021 PublicInvest Research Headlines - 25 Mar 2021
12-Mar-2021 Mplus Market Pulse - 12 Mar 2021
25-Feb-2021 Daily technical highlights – (PERDANA, BPLANT)

Business Background

Boustead Plantations Bhd owns oil palm plantations in Southeast Asia. It cultivates oil palm and harvests fresh fruit bunches (each bunch is taken from an oil palm tree and can contain several hundred individual fruits) throughout its fields. Research and development investments range from improving crop transportation to developing new oil palm breeds. The company produces and sells crude palm oil, palm kernel, and fresh fruit bunches to maintain flexibility with customers. Additionally, it provides mill design and consultancy services. Examinations play an integral role to the consultancy services and enhance plant production capabilities.
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  9 people like this.
 
Johnzhang Panic selling irrespective of fundamentals due to fear of a new African mutated Covid variant. Anyway, new variant or mutation is to be expected by scientists sometime ago.
26/11/2021 5:49 PM
danny123 This type of market how to buy?

Bye2
26/11/2021 7:58 PM
Asia88 Bye danny. So you will quit here too?
26/11/2021 8:17 PM
DickyMe Stock market preparing for crash.

It's just the beginning.
26/11/2021 8:20 PM
DickyMe Even BN cannot help.

Rude shock for the people in 2022.
26/11/2021 8:21 PM
Asia88 Well noted Dicky. What had you done to escape this crash?
26/11/2021 8:36 PM
DickyMe I have cashed out.
27/11/2021 10:14 AM
loyalok malaysia oil palm counter didn't go up according to performance of company ,what is reason behind ?no confidence ?
28/11/2021 8:17 AM
brianklc OMICRON
28/11/2021 11:03 AM
stockraider do not worry...u r safe with bplant mah!
28/11/2021 12:02 PM
Johnzhang Looking forward to good buys .
28/11/2021 1:54 PM
Johnzhang In 27th Nov Starbiz, it highlighted planters making record profit but share price of the big plantations are about 60% below the peak as investors disinterest in them because of ESG , particularly on land usage and deforestation! But the irony is , because of ESG compliance limiting production and supply, CPO scaled record price never seen before and consumers are enduring high food inflation . If the ESG belt is further tightened, CPO price or edible oil price in general will go up further .
So, what’s the so called responsible investors , in particular foreign institutions and our local sovereign funds , hope to contribute to society at large ?
28/11/2021 6:14 PM
danny123 danny123 Ya lah, keep on asking people to buy and get trap

Got money hold cash better
11/11/2021 2:12 PM
28/11/2021 9:50 PM
calvintaneng Cash at 1.75% Fd is also an investment

Yield for Fd is 1.75% a year

If divided by 100 over 1.75

The P/E is 57.14

Or it will take 57.14 years to double your money

And inflation will destroy purchasing power

So cash idle in bank is a no no

Bplant gives at least 6% yield per year now and more to come
29/11/2021 3:13 AM
stockraider All of us know that plantation share traded at huge discount to its historical PE valuation, despite reporting earth shattering record profit due to very strong record cpo prices, but bcos of ESG concern( that are actually unfounded} the mkt is ignoring palmoil stock loh!

Thus as a savvy investors, we need to be Contraian & rational loh!
If funds ignore palmoil stock, thus we can pick it up as a bargain as its fundamental are good investment mah!

Contraian Investor will enjoy good earnings & strong dividends which is the main basic fundamental of all investment in share mah!

Just think logically lah....u actually invest in stock for income mah....not really invest bcos of ESG lah!

Even if u r the minority who invest base on ESG as a sole criteria, if the investment do not generate good return in the long run, u r still screwed mah!

Palmoil is a food & and industrial product....the most efficient vege oil & fats input in the world mah!

Suppose u do not use palm oil & use soya oil instead as an alternative....u need to plant 8x more land to produce the equivalent palmoil mah!

But then soya oil will have even more ESG concern than palmoil mah!

Just imagine At the end, the world wil be paying more for vege oil & fats at the same time degrade the environment even more loh!

Thus it is only logical that the ESG concern on palmoil stock are unfounded given they are no better alternative for better oil & fats thus palmoil is still the best mah!

Thus rationally if u invest in palmoil stock u are protected the ESG, bcos it is the most efficient, at the same time u earn super decent dividend mah!

Furthermore u r well protected from inflation bcos plantation is a proxy of investing in cheap land...a very scarce resources mah!
in this world loh!

Unless u want to migrate to MARS to find new land loh!

Lu Tau Boh ?
29/11/2021 7:25 AM
Johnzhang @Stockraider, Wa Sudah Tau and therefore adding more on Friday and this morning. .
I can’t agree more.
My reason for buying plantation stock is deem buying the landed assets at a small fraction of the intrinsic value ( yet land prices appreciate over time) , at the same time enjoying 20% earnings on investment for 2021 ( based on share price I paid).
29/11/2021 9:54 AM
Johnzhang https://newswav.com/A2111_rAM3cV?s=A_0FdZi22
Bill gates is betting big on farmland .
29/11/2021 12:24 PM
stockraider Bill Gates is betting big on US farmland – should you? - MoneyWise
theedgemarkets.com
/
theedgemarkets.com

November 29, 2021 11:01 am +08
Bill Gates
Bill Gates

-A+A
(Nov 27): Bill Gates is best known for revolutionizing personal computing, but lately he’s gotten back to the land, MoneyWise reported.

The Microsoft co-founder and his former wife, Melinda, are the top farmland owners in the country, having acquired more than 269,000 acres over the past decade.

Gates made a splash in 2017 when he bought $520 million worth of U.S. farmland from the Canada Pension Plan Investment Board, and he’s continued to invest since.

Farmland returned an average of 11.0% per year between 1992 and 2020, according to research from FarmTogether, an investment platform that allows qualified investors to purchase stakes in U.S. farmland without buying a whole farm. In comparison, the S&P 500 returned only 8.0%.

When considered on a risk-adjusted basis, farmland outperforms the stock market by a wide margin.

It's even better than traditional real estate, better than bonds and gold, MoneyWise reported.
29/11/2021 1:21 PM
brandon99 Bill Gates always makes the wrong prediction. Check out his prediction about the technology back in 1990s. Almost 100% mistake.
29/11/2021 1:24 PM
brandon99 Bill Gates can shake hand with Robert Kiyosaki when it comes to prediction.
29/11/2021 1:25 PM
stockraider If bill gates is a lousy predictor....do u think Microsoft can become one of the most valuable company in the world ah ?

Do u think bill gates can become the richest man in the world meh ??

Pakai otak! Think Lah!

Posted by brandon99 > Nov 29, 2021 1:24 PM | Report Abuse

Bill Gates always makes the wrong prediction. Check out his prediction about the technology back in 1990s. Almost 100% mistake.
29/11/2021 1:31 PM
Johnzhang Agriculture is the future especially with ESG grievances and climate change issues. Farmland is going to be a lot more expensive and agriculture produce price will go higher .
29/11/2021 1:37 PM
stockraider Basic Economics 101...less supply with minor increase in demand due to higher world population every year....food price will increase every year mah!

That means profit will increase for plantation mah!


Posted by Johnzhang > Nov 29, 2021 1:35 PM | Report Abuse

Agriculture is the future especially with ESG grievances and climate change issues. Farmland is going to be a lot more expensive and agriculture produce price will go higher .
29/11/2021 1:51 PM
CCWONG Not coming out, but going in again.
29/11/2021 2:54 PM
PlantBull If Bill Gates was a bad predictor, then you must have better prediction than him right? I mean his almost 100% mistake in 1990s prediction only made him 137b usd today.

Posted by brandon99 > Nov 29, 2021 1:24 PM | Report Abuse

Bill Gates always makes the wrong prediction. Check out his prediction about the technology back in 1990s. Almost 100% mistake.
29/11/2021 2:56 PM
NoBrainerLor I totally agreed Bill Gates don't use his brain to invest. This is why he has USD137B today. I wonder why need to use brain when can have USD137B. Conclusion, Just invest in no brainer stock like Bplant lor
29/11/2021 3:25 PM
Highlanderz Bill invested and still investing in mrna technology and new EV battery technology and that is just a few of them.
29/11/2021 3:44 PM
Asia88 today everyone goreng glove again. others red.
29/11/2021 4:56 PM
Ayambrand Hammer candle closing
30/11/2021 4:32 AM
Kon Lim Chai Price should improve today in line with US mkt
30/11/2021 7:22 AM
Kon Lim Chai Heavy selling not expected in view of pending dividend
30/11/2021 7:23 AM
Ayambrand hammer candle sure fly
30/11/2021 10:40 AM
stockraider Just jump in lah!
30/11/2021 11:24 AM
Ayambrand aiyo, flight cancel
30/11/2021 5:34 PM
calvintaneng DEFENSIVE DIVIDEND PALM OIL SHARES: TAANN & BPLANT NOW GIVING 6.3% TO 9.1%: THPLANT MIGHT RESUME DIVIDEND PAYOUT, Calvin Tan


https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-12-01-story-h1594735968-DEFENSIVE_DIVIDEND_PALM_OIL_SHARES_TAANN_BPLANT_NOW_GIVING_6_TO_9ABOVE_.jsp
01/12/2021 7:56 AM
Intrinsic99 Please LISTEN :-

When promoter always so much of sweat talk so much of approach for sure this iddiot spammer (hantu @calvin) wanted to cash out from the stock purchased

Other members also buying valuable stocks but not behave like this iddiot spammer

We all feel ridiculous nonstop posting nonstop promoting

As I said earlier, if you so confidence to wait and if you so confidence what you invest why everyday need to promote, why everyday put up so many blog, why everyday go different stocks forum keep on promoting your palm oil stocks?

This is very obvious you desperately want to cash out your share bought and treat other members as waterfish.

Now all open your eye and see this iddiot spammer sold all MHC stock since this iddiot spammer so confidence about the palm oil sector earlier and keep on promoting to all members everywhere.


https://klse.i3investor.com/servlets/forum/600571451.jsp

>>>

I so pity members here listen to this iddiot end up you can burn you hard earned money and this iddiot laughing at you later.


In the real world, no free lunch to people unless you want to take advantage from others

I don't know why 3iii administrator didn't take any action to suspend this iddiot account to avoid further keep on spamming everyday and every way

I pegging administrator need to take proper action against this spammer in order to strengthen protection more and more victim investors.
01/12/2021 3:31 PM
MuttsInvestor What happened ? Foreign selling ???
01/12/2021 3:31 PM
stockraider Listen just accumulate mah!
01/12/2021 3:46 PM
Johnzhang @muttsinvestor, there is no foreign shareholders in Bplant. Even local government institutions like EPF , KWAP and PNB are not listed in the top 30. As Bursa is in coma (infected by Covid) price drifting lower is inevitable.
01/12/2021 7:01 PM
brianklc Intrinsic99, actually what makes u much better since u r doing the same, spamming too, just that instead of promoting, you are demoting... a lot of investor are not as naïve as you think... they will do their research... Eg. Recently calvin was using singapore land value to value bplant land, and it got quite some response disagreeing...
02/12/2021 1:55 PM
Johnzhang JAKARTA (Dec 2): The global supply of palm oil will see only "minimal growth" in the 2019-2022 period, due to production issues caused by unfavourable weather and labour disruption in Malaysia, leading analyst James Fry said on Thursday.

"It will take another 12 months before Southeast Asian palm oil output is running ahead of its level at the end of 2019," Fry said, despite improved output expected out of Indonesia in the second half of next year.

"In other words, I anticipate three full years with no growth," he told a virtual conference.
02/12/2021 6:34 PM
Johnzhang JAKARTA: Malaysia’s palm oil production is only expected to recover after the Muslim fasting month of Ramadan, or by May next year, leading analyst Dorab Mistry told a virtual conference on Thursday.

This is because it will take some time for the impact of relaxed rules allowing new workers in Malaysian plantations to be felt.

Mistry said that Malaysia’s palm production this year will likely stand at 18 million tonnes “at best”, and rise to 19 million tonnes next year.
02/12/2021 6:55 PM
MuttsInvestor As Expected , reduced CPO output from Indo and Mal due to many factors. Looking forward to 2022, fertilizers prices has increased ...... Expect less to be used. Thus less .... CPO per acre. The other is Pesticides ( Also Increased in price ). The only other wild card is the " Consumption of CPO " . Will existing and NEW variant Covid viruses cause further Restriction / Lock down / Travel / Manufacturing . etc .........???
02/12/2021 11:14 PM
Asia88 where is tyranny? can't make comment?
03/12/2021 5:27 PM
Tyranny I was busy with yr mama hahahahha she cant get enough of me hahahaha real slut your mama hahahahah
03/12/2021 10:44 PM
Johnzhang https://biofuels-news.com/news/indonesia-to-ramp-up-biodiesel-efforts/
04/12/2021 11:18 AM
Johnzhang https://capital.com/palm-oil-prices-to-stay-firm-above-1-000-tonne-in-2022
04/12/2021 5:42 PM
Johnzhang That means there is good earnings visibility for oil palm plantation companies in 2022 and possibly 2023.
04/12/2021 5:45 PM
stockraider THE DANGER FAKE SENSE OF CONFIDENT THIS PHILIP HAS PROJECTED!

Alot of People would have remember Raider had a bet with Philip on QL Rm 6.70 v Insas Rm 0.67 for 2 years loh!
FYI raider had beaten Philip on this for consecutive year 1 & year 2 plus overall win loh!

The main reason why Raider decide to bet is due to arrogrance of Philip belittling Insas & Sifu Sslee which is a very sound margin of safety investment pick loh!

True to raider analysis Insas turn out a better investment than QL loh!
Yes QL is a good company but this Philip has no sense of value by over paying for this stock mah!. Remember W.Buffet says never over pay on your investment bcos it will drag down your return mah!
The valuation metrics of QL do not support QL share price when he bet with Raider loh!

Coming back to Innoprise, Philip recent pick...u will have notice that sifu calvin also promoted this stock loh! As usual General Raider agreed with most of sifu calvin palmoil stock selection as sound especially TAANN and BPlant but Innoprise is one of the few stock in which Raider has big reservation despite giving good decent dividend yield of 7% to 8% pa far exceed most plantation loh!

Why leh ?
1. Innoprise is a concession or Business Reits with very short term expiry coming in about 8 years term....meaning in 8 years time Sabah foundation can just take back their land by not renewing the concession loh!
2. There is a dispute between Sabah foundation and Innoprise on the quantum of the lease rental for the land that innoprise suppose to pay loh! This the sabah govt said Innoprise under paid them for many years loh! If Innoprise will to make good of this payment for many years, the company will not report such a good result anymore loh!
3. Given such a major dispute with the sabah govt the risk of non renewal of the concession is extremely high loh! Even renewed there will be big back payment & much higher future lease Rental needed that will affect its attractiveness of this stock.
4. Most Plantation own their lands with only a few exception like FGV and Innoprise operate on a concession basis loh! Under this model this company does not really benefit from appreciation of land prices which is a natural hedge against inflation mah!

Coming back another Philip high risk pick is yinson! This is touted by Philip as one of the best investment....u will need to becareful on Yinson loh!
1. Yinson has very high borrowings mah!
2. The FPSO has very long gestation period loh!
3. Oil & Gas have negative ESG and the trend are to shunned this type of business in the long run loh! What happen oil & gas collapse, yinson customer can usually just walk away leaving the company to carry the bags loh! This has happened b4 in the case of Armada loh!

I believe Yinson risk is like Serba loh....just be very careful when u look at Yinson...as based on past records Philip analysis had missed many critical area & his analysis are superficial with flaws as in the case of serba & scib. Philip is actually a high risk taker mah!

It is best u go for TAANN if u want to invest base on dividend yield as this stock can give 6%pa to 7%pa but if u want capital gain on land appreciation Bpland is the pick as it has big track of potential commercial & residential land at the cost of plantation mah. Its dividend yield also quite decent at 4% pa to 5% pa loh!
The above stocks is also calvin sifu pick loh!
05/12/2021 11:19 AM
Johnzhang https://www.cityam.com/covid-death-rate-not-rising-swap-travel-restrictions-and-mass-hysteria-for-cautious-optimism-as-omicron-mutation-is-super-mild-variant-who-and-coronavirus-experts-say/

That’s very good news. I think Global Consumption for oils and fats will rebound strongly and the anticipated slow pace of production growth will not be able to keep up to strong demand recovery. CPO price is expected to stay strong for 2022 .
05/12/2021 2:22 PM


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