Highlights
KLSE: SIMEPLT (5285)       SIME DARBY PLANTATION BERHAD MAIN : Plantations
Last Price Today's Change   Day's Range   Trading Volume
4.48   -0.05 (1.10%)  4.46 - 4.53  1,984,000
Analyze this stock with MQ Trader system

Overview

Market Cap: 30,843 Million
NOSH: 6,885 Million
Avg Volume (4 weeks):2,181,800
4 Weeks Range:4.44 - 4.94
4 Weeks Price Volatility (%):
8.00%
52 Weeks Range:4.44 - 5.31
52 Weeks Price Volatility (%):
4.60%
Average Price Target: 5.29
Price Target Upside/Downside: +0.81

Financial Highlight

Latest Quarter | Ann. Date 31-Dec-2020 [#4]  |  18-Feb-2021
Next QR | Est. Ann. Date: 31-Mar-2021  |  22-May-2021
T4Q P/E | EY: 27.76  |  3.60%
T4Q DY | Payout %: 2.11%  |  58.50%
T4Q NAPS | P/NAPS: 1.98  |  2.26
T4Q NP Margin | ROE: 10.42%  |  8.15%

Headlines

Date Subject
02-Apr-2021 Mplus Market Pulse - 2 Apr 2021
12-Mar-2021 Mplus Market Pulse - 12 Mar 2021
02-Mar-2021 Mplus Market Pulse - 2 Mar 2021
19-Feb-2021 【行家论股/视频】森那美种植 业绩超标财测上调
19-Feb-2021 PublicInvest Research Headlines - 19 Feb 2021
19-Feb-2021 Sime Darby Plantation - Driven by Stronger CPO Prices
19-Feb-2021 Mplus Market Pulse - 19 Feb 2021
19-Feb-2021 Sime Darby Plantation Bhd - Now Attractive in Our Books
19-Feb-2021 Sime Darby Plantation - A Strong Finish to FY20
19-Feb-2021 Sime Darby Plant - Average CPO price realised dragged by forward sales
19-Feb-2021 Sime Plant Back in the Black
18-Feb-2021 SIME Darby Plants - Riding on increase in ASP of palm products
15-Feb-2021 PublicInvest Research Headlines - 15 Feb 2021
11-Feb-2021 Plantation - Low Stockpile to Remain
02-Feb-2021 森种植近况如何?
01-Feb-2021 [转贴] [Video:浅谈SIME DARBY PLANTATION BERHAD, SIMEPLT, 5285] - James的股票投资James Share Investing
26-Jan-2021 Sime Darby Plant - Asset disposal exercise to take longer time
26-Jan-2021 Plantation - A taxing issue for planters
19-Jan-2021 Sime Darby Plant - Minimal impact from floods in Malaysia
12-Jan-2021 Sime Darby Plantation Claims Accusations Are "Absolutely False"

Business Background

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  2 people like this.
 
Mabel There are several risks factors on any Plantation earnings estimates, price target and rating. Key risks to the palm oil sector are:

(i) weather anomalies resulting in poorer-than-expected output growth -*Let's hope for a good weather the next coming 3 months*.

(ii) lower than-expected CPO price achieved – *On Target and currently CPO is Up trending*

(iii) negative policies imposed by import countries – *Positive*. The exemption of CPO export duty by the government of Malaysia till Dec 2020 will be positive for CPO exports (especially to India) and will help support CPO price which is expected to be under pressure in 3Q20 due to the anticipated stockpile build-up amid seasonal production recovery

(iv) unfriendly policies imposed by the Malaysian and Indonesian government on upstream or downstream segments – *Already factored on India’s move to restrict the importation of refined palm oil*. This will result in quicker build-up of MPOB stockpile when output recovers from 2Q20, and cap CPO price upside

(v) sharply lower crude oil prices which makes palm biodiesel demand not viable – *Brent has already breached USD 40*

(vi) weaker competing oil prices (like soybean and rapeseed- *On Target*. Alternative Oil Prices is on the rise which make Palm Oil very attractive.

Meow Meow Meow
30/09/2020 8:38 AM
Mabel THE HISTORY OF MABEL PALM OIL

The Palm Oil, whose scientific name is Elaeis guineensis Jacq, originates from West Africa. It were first brought into this country by the British in the 1870’s as an ornamental plant in their gardens. However, other countries were already familiar it and its uses. Among the earliest evidences of its usage were
• Traces of my ancestors found in burial urns aged 5000 years in Abydos, Egypt
• The barter of palm oil for salt centuries ago
• A lubricant for engines and in the manufacture of candles, soap and margarine in Europe during the 19 th century.

Palm Oil started to make Malaysia its home on a large scale in the 1960’s. This started when the Malaysian Government introduced a land cultivation scheme for the purpose of planting oil palm trees.The purpose of this scheme was to eradicate poverty and raise the standard of living for the rural population. Today, palm oil grows and flourish in palm oil plantations which can be found throughout the country, from Perlis to Sabah.
30/09/2020 12:17 PM
Sami_Value the white monkeys really veli veli hypocrite

force labour my aSS

denying cheaper palm oil alternative while protecting their own soy beans & rapeseeds oil industry, that one not consider force market ?
02/10/2020 2:20 PM
Mabel CPO Prices for March to May was Between RM2,100 to RM2,300

From June to August CPO prices have gone up to between RM2,400 and RM2,600

SO IT IS BENEFITTING FROM CPO PRICE SURGE (AND TODAY CPO TOUCHES RM3,000 (OCTOBER 9th 2020)

Meow Meow Meow
09/10/2020 7:23 PM
Mabel Plantation - Key Takeaways From Globoil's Webinar
Date: 9th October 2020

Solvent Extractors Association of India organised a webinar yesterday titled “World Price Outlook for Vegetable Oils and Meals”. There were three speakers i.e. Thomas Mielke from Oil World, Dorab Mistry from Godrej International and James Fry from LMC International. Here are the key takeaways from the webinar: -

James Fry said that rains and good palm prices would encourage better estate maintenance in Malaysia and Indonesia, leading to improved palm production in year 2021F. Rains would boost CPO supply in early-2021F and in the meantime, there would be a seasonal pick-up in production in 4Q2020. Peak palm production may be delayed by a month or two from the usual month of October or November in Malaysia.

In terms of demand, many companies in the HORECA sector (hotels, restaurants and catering) may not survive without government support. Families in low income countries may be trading down to smaller bottles of cooking oil. James Fry did not give a price forecast.

Thomas Mielke said that CPO prices may hover around US$700/tonne (RM2,905/tonne) in 1H2021. He forecasts global production of palm oil to increase by 3.5mil to 4mil tonnes in 2021F. CPO output in Indonesia is estimated to rise by 3mil tonnes in 2021F from about 43mil tonnes in 2020E. Thomas Mielke expects CPO production in Malaysia to be flat in 2021F.

He added that global soybean supply is ample currently in spite of weather-related losses in the US. He expects world soybean supply to increase by 21mil tonnes in 2020E/2021F as Brazil is envisaged to record a record output of 132.5mil tonnes (2019/2020E: 126.5mil tonnes).

Dorab Mistry believes that CPO production in Malaysia would be flat at 19.9mil tonnes in 2020E compared with market expectations of a decline. We believe that this implies that 4Q2020 production would be strong as Malaysia’s CPO output fell by 4.7% YoY in 8M2020. He did not give a production forecast for 2021F although he said that palm supply would be good.

Dorab has suggested a dynamic biodiesel mandate to the Indonesia government whereby if CPO prices exceed US$600/tonne, the biodiesel mandate would be reduced to B25 from B30. If CPO prices exceed US$700/tonne, the biodiesel mandate would be reduced further to B20. With this, the biodiesel mandate would still be implemented but at the same time, the smallholders would not be affected by the CPO export levy. Currently, Indonesia implements the B30 biodiesel mandate with subsidies from the CPO export levy of US$55/tonne.

Mabel Research House
10/10/2020 12:43 PM
xing Interestingly, other FBM KLCI index-linked plantation counters also registered a solid 20% growth in their share prices, namely Sime Darby Plantation Bhd (up 23.1%), PPB Group Bhd (up 23%), Kuala Lumpur Kepong Bhd (up 22.1%) and IOI Corp Bhd (up 21.7%).
21/10/2020 12:37 PM
Mabel Congrats to all Sime Supporters

Fantastic Day for all Farmers..

Prevailing CPO Price as of yesterday is RM 3354. Cost of producing is between RM 1500-1800. This will be good for our farmers. So we expect more movements in this counter due to feel good effect on the latest Indian FGV Oil Palm Contract, Bullish FCPO (Jan FCOP has already breaches RM 3,144), current CPO prices plus the feel good effect of 2021 Budget which will be tabled tomorrow.

Well done Everyone !

Meow Meow Meow
05/11/2020 10:41 PM
TraderSeeds 最近做了支种植业的视频,顺手帮大家promote 一下棕油股。哈!
有时间可以去看看哦。

https://www.youtube.com/watch?v=e7Qe6TM9_9M/?sub_confirmation=1
17/11/2020 1:24 PM
gooners4eva 3Q avg CPO price comparison:
Sime Plantation - RM2,548
Boustead Plantation - RM2,772
FGV - RM2,646
23/11/2020 10:17 PM
gooners4eva For every RM100 per tonne change in the CPO price could result in an addition or reduction of RM250mil for Sime Darby Plantation Bhd
23/11/2020 10:18 PM
fishchu The plantation companies fared well in 3Q20 too, thanks to the rebound on crude palm oil prices. Genting Plantations Bhd’s quarterly profit leaped 241.8% y-o-y, Sarawak Oil Palms Bhd (138.8%), IOI Corp Bhd (86.5%) and United Plantations Bhd (58.3%). Meanwhile, both Sime Darby Plantation Bhd and FGV Holdings Bhd have turned profitable.
03/12/2020 10:27 PM
Keyman188 Keyman188 still can recall...


During 2014, when CPO average price was 2780, Plantation index was around 9400 level...


But as per today, CPO average price is standing 3350, Plantation index only 7349 (as per Friday closing) level...


So any CPO expert can guide this naive Keyman188 why so much different ???...


Perhaps CPO price gradually increased but overall oil palm planter companies unable to deliver great performance results !!!......


Is it unable to justify !!!......Is it logical !!!......
06/12/2020 12:22 PM
stockraider The main usage for Soy Bean are as food for human & Pigs and the oil for cooking. It is therefore more economical compare to Oil Palm as it has dual purpose. So, market willing to pay higher price for Soy Bean compare to Soy Bean. Soya Bean food for human, Soya meals food for animals & soya oil {SOB} for cooking.

SOB 4th Dec is USD0.3841 per pound or RM0.3841x4 x 2.2x1000 = RM 3380 per MT. Which is lower than RM3502 for CPO on 3rd Dec.

SBO has been traditionally USD50-80 higher price than CPO.

But Since Nov 2020, CPO price overtook SBO by USD15/MT and now is higher by USD30. This happens could be few reasons,

1) Africa Swine Flu have killed many pigs. The main food for pigs are Soy Bean Meals. When number of pigs are low, the demand for Soy Bean also lower. Cause is not economical if just buy to press oil.

2) Market shortage of Soy Bean due to dry weather and Soy Bean Oil from the bean are very much lower % compare to Oil Palm, so, it will not be economical if purely press the Soy Bean just for the Oil but not to feed the pigs and human. So, the SBO become shortage.

3) The main exporter for Soy Bean is shortage of Soy Bean and have to import Soy Bean this year. When SBO shortage, price for SBO increase, CPO price also increase.

4) End November 2020 India reduces Taxes for CPO to 27.5% from 37.5%. This has increase the demand for CPO.

But, what ever reasons are. The most important good CPO price is good to Malaysia, good to Oil Palm planters, good for Oil Palm investors like us ..
06/12/2020 12:44 PM
WealthSoWonderful For those serious mature sensible minded long term investors among y'all ... Do consider TopGlove as another egg in your basket, another arrow in your quiver, another string to your bow
11/12/2020 1:31 PM
WealthSoWonderful TOPGLOVE FOR LONG TERM INVESTMENT: A QUICK PRIMER

TopGlove IPO price RM2.70 March 2001

2,000 units = RM5,400

Bonus issues:
2002 3:10 ==> 2,600 units
2003 2:5 ==> 3,640 units
2005 1:1 ==> 7,280 units
2007 2:5 ==> 10,192 units
2010 1:1 ==> 20,384 units
2016 1:1 ==> 40,768 units
2018 1:1 ==> 81,536 units
2020 2:1 ==> 244,608 units

Today 244,608 units x RM8.70/unit = RM2,128,089

Capital Appreciation = From RM5,400 to RM2,128,089 in just 19 years

This is clear solid undoubtable undeniable evidence of the awesome benefit by way of exponential growth that you get from investing long term in TopGlove

Anyways, this is not a call for buy or sell, but just sharing of some inspirational motivational confidence-building information.

Do your own due diligence

Invest at your own risk
11/12/2020 1:32 PM
Keyman188 Post removed. Why?
13/12/2020 8:56 PM
Mabel Palm oil has a 5 year cycle of long term trends of bull and bears .

2009-2014 uptrend bull run
2014-2019 bears
2020- 2025 uptrend super bull run starts.

Farewell Mr Bear, the Bull is taking over…

Meow Meow Meow
16/12/2020 1:35 PM
Mabel Pekebun sawit sedang menari

Harga sawit naik lagi

Harga RM 3700 mencecah kembali

RM 4000 confirm tak lama lagi

Meow Meow Meow
16/12/2020 1:42 PM
Dave92 Us banning simeplant... Sell
30/12/2020 11:14 PM
diuleiloumei blood bath tomorrow
https://www.malaysiakini.com/news/557076
30/12/2020 11:15 PM
coolvid https://m.malaysiakini.com/news/557072
30/12/2020 11:49 PM
coolvid Gap down tomorrow
30/12/2020 11:50 PM
Louise4 Shit. Limit down. No wonder EPF already ran.
31/12/2020 8:41 AM
coolvid https://www.facebook.com/806874515/posts/10159041070049516/?d=n

No hope.... cut loss run first....
31/12/2020 12:38 PM
Eurobeater At this rate, any plantation stock is probably in danger of being banned by the US kek
31/12/2020 4:38 PM
Mabel Meow Meow Meow Happy New Year

Rivers and sea know this: there is no hurry. We shall get there some day.

Meanwhile leave the roads and take the trails to reach your destination.

May 2021 beats 2020..

Aameen
01/01/2021 8:17 AM
Bgt 9963 Welcome 2021...happy new year...ong ah..heng ah.. huat ah...
01/01/2021 9:15 AM
night_shadow 4.99 is not bad after those bad news..
02/01/2021 1:18 AM
Mabel OIL PALM PLANTATIONS TO OPERATE AS NORMAL IF MCO IS RE-ENFORCED - Bernama
11-Jan-2021 04:14:12 PM

KUALA LUMPUR, Jan 11 (Bernama) -- The Ministry of Plantation Industries and Commodities (KPPK) has given an assurance that oil palm plantations will be given permission to operate as usual if the government implements the Movement Control Order (MCO) 2.0.

Minister Datuk Dr Mohd Khairuddin Aman Razali said this was important to ensure that palm oil production was not interrupted and the country could continue its commodity exports to the rest of the world.

"We have gone through the MCO 1.0 phase in March 2020 and today we have been through it for almost one year. Of course, we have learned the best way for us to manage the plantations more prudently.

"Besides that, workers in oil palm plantations have always practised social distancing and their jobs require them to distance themselves. Hence, the spread of COVID-19 can be avoided," he told a press conference in conjunction with the Palm Oil Economic Review & Outlook (R&O) today.

Mohd Khairuddin said his ministry was optimistic that the palm oil trade performance would be better this year due to the positive forecast of the country's economy, as well as productivity, which is expected to increase due to good agricultural practices that formed the basis of the Malaysian Sustainable Palm Oil (MPSO) certification scheme.

He said as at Dec 31, 2020, a total of 5.2 million hectares or 88.25 per cent of the 5.9 million hectares under oil palm cultivation in Malaysia have obtained the MSPO certificates.

A total of 434 mills or 96.02 per cent of the 452 palm oil mills have also obtained the MSPO certificates.

Meanwhile, he said Malaysia has decided to file legal action with the World Trade Organisation (WTO) against the European Union's (EU) restrictions on palm oil-based biofuel
11/01/2021 9:48 PM
DickyMe Post removed. Why?
11/01/2021 9:52 PM
James Ng https://klse.i3investor.com/blogs/general/2021-02-01-story-h1540272373.jsp
[转贴] [Video:浅谈SIME DARBY PLANTATION BERHAD, SIMEPLT, 5285] - James的股票投资James Share Investing
01/02/2021 9:00 PM
Petronas Post removed. Why?
12/02/2021 6:58 PM
DiuNiaSeng GOGOGO
18/02/2021 12:46 PM
stevenckheng is this considered as subsidiary of SIME (4197)?
18/02/2021 12:55 PM
hazli Malaysia to increase palm oil exports to Saudi Arabia
BENTONG (March 12): Malaysia will increase its palm oil exports to Saudi Arabia from 300,000 tonnes to 500,000 tonnes worth approximately RM1 billion.
Plantation Industries and Commodities Minister Datuk Dr Mohd Khairuddin Aman Razali said the volume was increased following Prime Minister Tan Sri Muhyiddin Yassin's visit to Saudi Arabia recently.
It is among the accomplishments following the Prime Minister's visit to Saudi Arabia other than the growth in demand for palm oil in that country throughout the Covid-19 pandemic,” he told a press conference in conjunction with the National Immunisation Programme registration campaign for the plantation sector today.
He also revealed that the Ministry would open a regional office in Jeddah, Saudi Arabia soon.
It is to further expand our opportunities for the commodity in the African and Middle Eastern markets and we see Jeddah as the best hub. With the establishment of such office, hopefully our palm oil could be further marketed internationally,” he said.
Meanwhile, Mohd Khairuddin said his Ministry is negotiating with the Ministry of Home Affairs and Ministry of Human Resources to secure foreign workers for the plantation sector which is in desperate need of manpower.
He noted that there are currently more than 250,000 foreign workers in the plantation sector with some having returned to their respective countries upon expiry of their permits.
He said his Ministry will propose measures for the plantation sector particularly in regard to standard operating procedures as a reassurance in recruiting about 32,000 more foreigners as harvesters.
If we can get 32,000 of these harvesters, that will be another RM5 billion in palm oil-related income towards our RM75 billion target for this year.
At the same time, we hope that locals would also venture into plantation which provides many benefits such as free housing,” he said.
Earlier, Mohd Khairuddin spent some time visiting the living quarters of FGV Holdings Berhad's workers and palm oil mill in Mempaga here.
12/03/2021 10:44 PM
Mabel FCPO Uptrend still in progress after hitting RM 4,144 yesterday. Fantastic period for all Plantation Investors

Meow Meow Meow
17/03/2021 8:05 AM
calvintaneng GOVT FUNDS SELLING BANKS (MEDIA SAY GOOD) GOVT FUND BUYING PALM OIL STOCKS (MEDIA SAY NO GOOD) Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-03-25-story-h1542988099-GOVT_FUNDS_SELLING_BANKS_MEDIA_SAY_GOOD_GOVT_BUYING_PALM_OIL_STOCKS_MED.jsp
25/03/2021 11:05 PM
Zackmeiser Anybody can explain why this counter share stagnant, despite raising cpo price? Secretly epf been buying alot lately. PE ratio is on high side, but warranted? Need to learn what others see in the company
28/03/2021 2:49 PM
ABSBOSS Fitch rating upgrade SDP outlook from negative to stable...Hope will give impact on share price
02/04/2021 12:15 AM
ABSBOSS Many negative news for palm oil... PNB also cannot tahan to buy more
06/04/2021 2:00 PM
ABSBOSS Nowadays cannot trust on fundamental stock, better follow goreng counter... SDP puohhh
06/04/2021 3:16 PM
ABSBOSS All IB give TP above 5 , hahahahahaha pandai con pople ini IB...
06/04/2021 3:40 PM
AngryBird collected 4.44, if drop more i in more hehe
06/04/2021 3:45 PM
ABSBOSS mycost 5.06 huhuhuhu mati oooo..PNB sudah tarak wang mau support ini kaunter
06/04/2021 3:49 PM
AngryBird steady, sime darby wont runtuh one, and even US banned also no worry, US not even top 5 palm oil importer, US can affect glove as they are largest importer of glove but not palm oil
06/04/2021 4:00 PM
ScotFree is it because sri lanka just banned palm oil
06/04/2021 6:32 PM
AngryBird @scotfree, yes i think so, just saw the news, but sime should be fine with the impact
06/04/2021 8:27 PM
AngryBird back to 4.8 today, sri lanka is small case and small potato
07/04/2021 9:38 AM
Consultant waaaaa drop to 4.59... will it drop further to 4? lets see
08/04/2021 7:28 PM
Consultant dropping to 4.5.. still far from 4.. i will buy in at 4...
13/04/2021 11:47 AM


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