Highlights
KLSE: SIMEPLT (5285)       SIME DARBY PLANTATION BERHAD MAIN : Plantations
Last Price Today's Change   Day's Range   Trading Volume
3.83   +0.03 (0.79%)  3.79 - 3.85  241,600
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Overview

Market Cap: 26,487 Million
NOSH: 6,916 Million
Avg Volume (4 weeks):1,650,985
4 Weeks Range:3.71 - 4.08
4 Weeks Price Volatility (%):
32.43%
52 Weeks Range:3.27 - 5.06
52 Weeks Price Volatility (%):
31.28%
Average Price Target: 4.91
Price Target Upside/Downside: +1.08

Financial Highlight

Latest Quarter | Ann. Date 30-Sep-2021 [#3]  |  18-Nov-2021
Next QR | Est. Ann. Date: 31-Dec-2021  |  18-Feb-2022
T4Q P/E | EY: 13.67  |  7.32%
T4Q DY | Payout %: 4.03%  |  55.01%
T4Q NAPS | P/NAPS: 2.1  |  1.82
T4Q NP Margin | ROE: 12.91%  |  13.34%

Headlines

Date Subject
13-Jan-2022 Sime Darby Plantation warns labour shortage may get worse for plantation companies in Q1
11-Jan-2022 Plantation - 5-month Low Stockpile
04-Jan-2022 Plantation - Near-term CPO Price to Remain Elevated
04-Jan-2022 Daily Market Update - 4 Jan 2022 (SIMEPLT, EFORCE)
03-Jan-2022 Traders Brief - Post Window Dressing Blues to Cap Upside Near 1580- 1600
28-Dec-2021 Plantation - Lower selling prices and higher costs in 2022F
27-Dec-2021 百业待兴,没有闲情/万年船
27-Dec-2021 [转贴]【南洋独家】指控剥削劳动·马股闻风丧胆 安迪霍尔何方神圣?
20-Dec-2021 Plantation Outlook 2022 - Victim of its own success
16-Dec-2021 Mplus Market Pulse - 16 Dec 2021
15-Dec-2021 [转贴] [Video:浅谈SIME DARBY PLANTATION BERHAD, SIMEPLT, 5285] - James的股票投资James Share Investing
13-Dec-2021 Plantation - Stockpile Declines on Seasonal Factor
10-Dec-2021 MPOB Monthly Statistics Nov 2021 - Inventory eased on higher export and lower production
10-Dec-2021 Trading Stocks - Sime Darby Plantation
09-Dec-2021 Technical Tracker - SIMEPLT: Risk Reward Ratio Has Become Attractive
05-Dec-2021 SIMEPLT - Valuation of its Plantation Estate
02-Dec-2021 Plantation Sector - 3Q21 Results Review
01-Dec-2021 Daily technical highlights – (SIMEPLT, HEXZA)
19-Nov-2021 【行家论股/视频】森那美种植 ESG问题拉低目标价
19-Nov-2021 棕油棕仁价走高 森种植第三季净利飙221%

Business Background

No description available for this stock.
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  2 people like this.
 
Johnzhang Simeplant :
Q3 EPS 8.80 sen
YTD EPS 25.90 sen
YTD Dividend 7.90 sen
Share price now $3.88

Some mid cap and small cap like TAANN, SWKPLTN, MHC comparatively a lot more undervalued than Simeplant (Simeplant itself is also undervalued)

Taann :
Q3 EPS 23.45 sen
YTD EPS 49.59 sen
YTD Dividend 30 sen
share price now $3.37

Swkpltn :
Q3 EPS 15.11 sen
YTD EPS 34.15 sen
YTD dividend 5 sen
share price now $2.49

Big is not always better.
25/11/2021 6:42 AM
gomyinv EPF non stop selling, kill the market. The market is keep dropping. Just stay away buying especially EPF vested stocks
26/11/2021 12:25 PM
Mabel Cheers up Team

We are dealing with an industry that feed 8 billion people across the planet.

The global market for Palm Oil estimated at US$42.8 Billion in the year 2020, is projected to reach a revised size of US$57.2 Billion by 2026, growing at a CAGR of 5% over the analysis period. Palm oil is a very productive crop. It offers a far greater yield at a lower cost of production than other vegetable oils. Global production of and demand for palm oil is increasing rapidly

The global production of palm oil was around 75 million metric tons in the marketing year 2020/21, at par from approximately 76 million metric tons in 2019/2020. In that period, Indonesia and Malaysia were the leading exporters of palm oil worldwide. Indonesia accounted for 57% of this (43 million tonnes), and Malaysia produced 27% (22 million tonnes).

The biggest consumers of palm oil are India, the European Union, and China, with the three consuming nearly 50% of world exports.

Palm Oil yields 4-10 times more oil per hectare than other sources of vegetable oil such as soybeans or coconut palms. This makes it an efficient and profitable use of land. The economic value of palm oil translates into jobs, infrastructure and tax revenues. The palm oil yield per hectare is estimated at 8 tons per year at most. Additionally, the profit farmers make per hectare is around 3.4 tons per year. So it’s a good business if managed properly..

To Our Success !

Meow
26/11/2021 6:53 PM
Mabel FCPO price for December 2021 is still moving up to all time high RM 5,900..

FCPO Chart Momentum is still Bullish...

To Our Success

Meow
28/11/2021 8:58 PM
jonathan_k Buy and keep first.
29/11/2021 12:42 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 1:38 PM
Keyman188 Amboi...start heading southern zone again...

Better waiting @ 3.05 ~ 3.10...



wkwkwk...kekeke...hehehe...
29/11/2021 1:47 PM
tomm77 Time to go in to collect some
30/11/2021 10:16 PM
Mabel USD is strengthening against the RM. All exports driven sector like Glove, Export orientated Techs, Palm Oil and Energy will benefits from this development.

To Our Success !

Meow
30/11/2021 10:53 PM
i3gambler https://klse.i3investor.com/blogs/gambler/2021-12-05-story-h1594819607-SIMEPLT_Valuation_of_its_Plantation_Estate.jsp

The true value of SIMEPLT.
05/12/2021 10:49 AM
Johnzhang Simplt is truly undervalued, from asset value, earnings or dividend perspective. It is EPF‘s non stop sell down, due to ESG concerns, that caused the huge value destruction
05/12/2021 2:38 PM
MorningGlory123 Foreign investors remained net sellers with weekly net outflow of RM550.9m last week — MIDF

KUALA LUMPUR (Dec 6): Foreign investors continued to be net sellers during the holiday-shortened trading last week with a net outflow amounting to RM550.90 million, MIDF Research said.


https://www.theedgemarkets.com/article/foreign-investors-remained-net-sellers-weekly-net-outflow-rm5509m-last-week-%E2%80%94-midf
06/12/2021 3:21 PM
NatsukoMishima Walao ! Our finance minister was interviewed as saying that Malaysia will not concerned about capital outflow , this time sure all the 30 blue chips stock will dumped kaw kaw by foreigners , without foreign funds all the blue chips just like a dead fish because local retailers are unable to push the price ! If drop to 3 , i wont surprised !
06/12/2021 9:36 PM
Johnzhang YTD return (i.e. from 4/1/21 to 6/12/21 period) solely based on capital gain (Dividend paid during the period is not considered in the calculation)

KLCI index - 8.83%
CPO + 37.3%

The mid/small cap plantations :
1. Innoplant + 13.79%
2. MHC + 12.82%
3. Taann + 12.16%
4. Bplant + 7.94%
5. SWKpltn + 7.62%
6. THplant + 5.26%
7. HSpltn + 4.97%
8. KMLoong - 4.43%
9. Cepat - 5.80%
10 TSH -6.96%
11 SOP - 12.50%
12 Jtiasa - 33.52%
13 TDM - 34.72%

The big Cap plantations :
1. UP. - 4.14%
2 KLK - 14.91%
3. IOI - 17.61%
4. Simepltn - 24.45%
5. GENP - 31.33%

I leave it to individual to digest and interpret the above numbers.
07/12/2021 7:08 AM
jonathan_k Undervalued counter. Surely can buy
09/12/2021 3:18 PM
Mabel Most Plantation are green today...

To Our Success!

Meow
09/12/2021 10:28 PM
Johnzhang Some Investors may be concern of the labour and fertilizer cost increase on plantation company’s performance in 2022. The IBs and media are very prone to look at only one side of the equation and they seriously lack professionalism.

My view is oil palm plantation will still be laughing to the banks next year. Mind you that most big time CPO traders expect CPO to trade above $5,000 during Jan-Mac 2022 and between $4,000 to $5,000 during Apr-Dec 2022.

Cost of production (at estate level) during recent years (2017-2020) were $1,500 -$1,800 pmt CPO depending on the cost efficiency of each planter.
Average CPO price over same period (2017-2020) was about $2,490 pmt as shown in the calculation below :
2017 $2,800
2018 $2,150
2019 $2,250
2020 $2,760
-----------------
Avg $2,490
=================
Therefore, average Gross Margin in past recent years enjoyed by planters were $990 to $690 pmt CPO. (ie average CPO price $2,490 minus cost of production $1,500 to $1,800).

Due to higher labour and fertilizer costs, the cost of production is expected to increase by max. $300 pmt CPO basis. The new cost of production for 2022 shall be $1,800 -$2,100 pmt CPO.
Based on 2022's CPO price forecasted by big time CPO traders averaging $4,500 , the Gross Margin of the planters will be $2,700 to 2,400 pmt CPO.

2022's Gross Margin is 2.7 times to 3.5 times higher than the average of 2017-2020.

Just for sharing.
10/12/2021 11:34 AM
stockraider Correctloh...if u factor in increase in cost of 10%...the production cost of CPO is Rm 2750 m/t.

Current CPO future 12 mths average ( Average from future Jan 2022 to Dec 2022) pm 4250!

U still talking about very outstanding Gross Margin of about 36% compare to usual 10% mah!

Plantation will record sky high profit going fwd loh!

Btw...usual norm of cost of production is only around Rm 2200 per tonnes!

Posted by Johnzhang > Dec 10, 2021 11:33 AM | Report Abuse

Some Investors may be concern of the labour and fertilizer cost increase on plantation company’s performance in 2022. The IBs and media are very prone to look at only one side of the equation and they seriously lack professionalism.

My view is oil palm plantation will still be laughing to the banks next year. Mind you that most big time CPO traders expect CPO to trade above $5,000 during Jan-Mac 2022 and between $4,000 to $5,000 during Apr-Dec 2022.

Cost of production (at estate level) during recent years (2017-2020) were $1,500 -$1,800 pmt CPO depending on the cost efficiency of each planter.
Average CPO price over same period (2017-2020) was about $2,490 pmt as shown in the calculation below :
2017 $2,800
2018 $2,150
2019 $2,250
2020 $2,760
-----------------
Avg $2,490
=================
Therefore, average Gross Margin in past recent years enjoyed by planters were $990 to $690 pmt CPO. (ie average CPO price $2,490 minus cost of production $1,500 to $1,800).

Due to higher labour and fertilizer costs, the cost of production is expected to increase by max. $300 pmt CPO basis. The new cost of production for 2022 shall be $1,800 -$2,100 pmt CPO.
Based on 2022's CPO price forecasted by big time CPO traders averaging $4,500 , the Gross Margin of the planters will be $2,700 to 2,400 pmt CPO.

2022's Gross Margin is 2.7 times to 3.5 times higher than the average of 2017-2020.

Just for sharing.
10/12/2021 11:46 AM
James Ng https://klse.i3investor.com/blogs/general/2021-12-15-story-h1595625761.jsp
[转贴] [Video:浅谈SIME DARBY PLANTATION BERHAD, SIMEPLT, 5285] - James的股票投资James Share Investing
15/12/2021 8:58 PM
jonathan_k When only can go up? Drop until now.
16/12/2021 5:18 PM
jonathan_k CPO HOW NOW?
17/12/2021 4:11 PM
NatsukoMishima Next year will drop below rm 3 !
17/12/2021 8:55 PM
Johnzhang KUALA LUMPUR, Dec 20 -- The production of crude palm oil is expected to return in earnest next year in both Malaysia and Indonesia, OCBC Treasury Research said.

With the Malaysian Palm Oil Board’s (MPOB) palm stocks returning above two million tonnes in the third quarter of 2022, it means prices are expected to remain supported through the first half of 2022, it said in its Commodity Outlook 2022.

“In addition, our expectations of higher soybean prices mean the palm complex is also expected to be lifted higher,” the research house said.

OCBC has forecast palm oil to be RM4,750 next year.
20/12/2021 6:03 PM
Johnzhang OCBC is the most bullish bank for CPO next year .
20/12/2021 6:05 PM
Keyman188 Amboi...still living at Metaverse!!!...

See its @ 3.00 ~ 3.10 soon..

If market sentiment further weaken...see again @ 2.80 ~ 2.90...


wkwkwk...kekeke...hehehe...
20/12/2021 9:17 PM
Mabel Meow Meow Meow
21/12/2021 5:28 PM
Johnzhang In the news today;

AFTER a stellar financial performance in the first nine months of its financial year ending Dec 31, 2021 (9MFY2021), thanks to higher crude palm oil (CPO) prices, Sime Darby Plantation Bhd (SDP) is looking to ensure consistent, stable income growth in FY2022 and beyond.

The group reported a 73% year-on-year increase in net profit to RM1.79 billion in 9MFY2021 . This was attributed to a solid performance from its upstream sector, which was supported by a 43% y-o-y increase in realised CPO prices during the period to RM3,545 pmt.

For its downstream sector in 3QFY2021, when it saw a decline in profitability. Its downstream segment, Sime Darby Oils, faced a challenging quarter as profit before interest and tax declined to RM7 million from RM71 million in the previous year, mainly attributable to lower profits generated by its Asia-Pacific operations.

In an email response to questions from The Edge, SDP says its downstream segment in 3QFY2021 was impacted by an unrealised loss on commodity hedges due to rising CPO price.

SDP adds that it has also secured most of its fertiliser requirements for next year, which is expected to increase its production costs by 10% to 15%.

On how Cukai Makmur — the one-off prosperity tax announced in Budget 2022 to be imposed on companies with a chargeable income of above RM100 million in year of assessment 2022 — would impact the group, SDP says the tax is not applicable to group-wide profits.

“The one-off prosperity tax is applicable to Malaysian companies with profits above RM100 million and not the group-wide profits. Thus, it is not expected to significantly affect net profit after tax.”
21/12/2021 9:26 PM
successor26 OPEN EMAIL SENT TO ANDY HALL

Dear Mr Hall,

In regards to your quote in an article by news portal www.freemalaysiatoday.com dated 19th December 2021 Stress on housing in new MoU over intake of Bangladeshi workers.

I’m with an NGO based in Malaysia where our main concern is the welfare of foreign workers here. I have been following your articles pertaining to the foreign workers here in Malaysia. I’m surprised you raised concerns as soon as Malaysian government singed the MoU with Bangladesh.

Malaysia has not received any workers yet from this MoU yet you started accusing the recruitment agents of possible mistreatment of workers.When both countries have detailed discussion done prior to signing the MOU for the well being and welfare for the migrant workers.

How could you as an activist for migrant workers quote this MoU will create ‘systematic debt bondage and forced labour of Bangladeshi workers’? Are you concerned just for the workers from Bangladesh or you are worried Nepal worker would no longer be part of Malaysian labor force at the moment for new recruitment? It seems you have foreseen the workers from Bangladesh will be mistreated, when a robust and comprehensive MoU have been signed where the main concern is the welfare of these migrant workers.

It no longer seems to me that you are concerned about these workers and all your articles to date have an hidden agenda which benefits you indirectly. Are you worried Malaysia no longer requires Nepal workers and your source of income from Nepal recruitment agents will dry up? I’m told by a reputable source from Nepal you have been working together with manpower agents to promote their workers where both you and the agents concerned gain financial benefits. And the workers are the victims at the end of the day.
22/12/2021 11:04 AM
successor26 ou have been writing articles about how the workers has to pay bondage money to work abroad wherein the real culprits are the Nepali agents who charge high recruitment fees in Nepal and you who benefit from them. Foreign workers agents has been collecting the bondage fee in their own country and the employers in Malaysia do not benefit from the collected fee. Yet you have been tarnishing and victimizing the Malaysian employers who have been giving job security to these migrant workers to pay the bondage fee.

You have been promoting yourself as migrant workers activist but in truth you are just benefiting financially from the poor and desperate workers who just want to earn a living overseas to improve their living conditions back home. Your modus operandi is finally clear to us. You encourage the agents to earn money back home and give you a kick back. Once the workers are overseas you target the employers to pay these worker back the fees which was collected by the agents. In the end you come out like a knight in shining armor protecting these workers where in actual fact you been reaping profits from these poor souls systematically in the country of origin.
22/12/2021 11:04 AM
successor26 You are the reason this MoU was signed to bring in workers from Bangladesh.
Because of your greed and selfishness Malaysia has appointed another country to provide security guards for Malaysian firms for the first time. Ex army and police Nepali ‘s had lost their source of income due to you and you only.

It is only fair you come out clean and stop misleading these poor migrants. These people live hand to mouth back in Nepal but by working in oversea they were able to provide a home, food, clothes and improve their general living condition. The blood is in your hand Mr Hall. You are the sole reason these migrant workers are going to suffer. I will do everything in my capacity to expose the truth about you. This will be the last time you will take advantage of these poor people. You are a TRAITOR to these poor people Mr Hall!
22/12/2021 11:05 AM
stockfreak Yes. Agents are the culprits not the employers.
23/12/2021 2:41 PM
Asia88 where is calvin?
28/12/2021 8:46 PM
jonathan_k Simeplant up up
04/01/2022 8:08 PM
jonathan_k Palm oil 5k range for months already
05/01/2022 9:51 AM
Johnzhang Simepltn will fly only when Stxpxd EPF stock selling down to dampen the sentiment!
05/01/2022 9:57 AM
loneranger Johnzhang, I could not agree more. Not sure when the stupxd EPF start buying back. Hahaha.
06/01/2022 11:17 AM
ahbah Also a plantation stock ... get in fast.
06/01/2022 11:18 AM
calvintaneng YES SIMEDARBY PLANT HARVESTED ALMOST 800,000 TONNES OF FFB (FRESH FRUIT BUNCHES) MONTHLY

THIS COMPANY WILL SEE EXPLOSIVE EARNINGS

Posted by NorazmiAR > Jan 6, 2022 1:38 PM | Report Abuse

Why investors cannot see the bumper profit for BPlant at current high CPO price RM5300/tonne at almost all time high? Share price is not reflecting the fundamental of this company potential!!


Why Investors cannot see?

Answer:

Constant harping by Many Dirty IB Bankers (Hong Leong Research excepted as it is speaking the truth. HL Research is for palm oil)

Many Dirty IB Bankers issued too many Palm oil call warrants to BET AGAINST PALM OIL

As such they kept downgrading and downgrading palm oil all throughout 2021

In cahoot with these Dirty IB Bankers the Media published lopsided projections that Cpo prices cannot sustain and will fall back (Which is now found to be A BIG LIE)

And use the fake ESG concern against palm oil

So the Masses are drugged by Dirty Ib Bankers & Dirty Media to avoid palm oil shares

This is why the General Market players always ended up losing money in the Stock market year after year (90% of Punters/Traders confirmed losing money. Blame the Dity IB Bankers & the Dirty Media)

Now you must do independent study if you want to succeed and do well in the Stock market as only the rare 10% will eventually make money
06/01/2022 1:58 PM
calvintaneng January FCPO reached Rm5,400 per ton

https://palmoilanalytics.com/
07/01/2022 1:17 PM
Johnzhang KUALA LUMPUR (Jan 6): The Employees Provident Fund (EPF)’s Chief Executive Officer, Datuk Seri Amir Hamzah Azizan ,in the
statement on EPF’s 2020 annual report highlighted the environment, social and governance (ESG) assets are expected to generate between 5% and 7% in the long-term.

Meanwhile, Amir added that the provident fund also plans to play a more active role in encouraging its investee companies to uphold their ESG principles.

“Key for us is engagement, and a lot of our voting guidelines were developed to ensure investee companies uphold their principles of corporate governance, such as having a good balance between independent and non-independent directors,” he elaborated.

Comment:
Yes! The key is engaging with the plantation companies to improve their ESG standards, not by irrational selling down plantation counters that generate good earnings and contributing greatly to government’s coffers! Continuous sell down is destroying value to all others investors and capital market at large. EPF must act responsibly . Stop the irrational sell down!
08/01/2022 7:04 AM
Mabel The FCPO price extended its rally, reinforcing our view of a base building mode. With momentum
staying elevated, the FCPO price could challenge its Jan 2022 high of MYR5,228 soon. Note that MACD and RSI indicators also show positive readings.

S1: MYR4,800 S2: MYR4,650 R1: MYR5,220 R2: MYR5,400

MOMENTUM - Mixed signal

TREND - LT uptrend in place

Meow
21/01/2022 4:48 PM
jonathan_k CPO futures raced to a stunning high reaching an impressive RM5327 before closing at an all time peak of RM5323
22/01/2022 9:18 AM
Panda Why Blowjod people promote so many months still can't move, please don't promote people buy share.
柑你拿,吉子我们拿 hahaha.
23/01/2022 4:03 PM
Panda https://www.klsescreener.com/v2/news/view/942875
26/01/2022 6:44 PM
kcc shares why request to suspend folks?
28/01/2022 12:34 PM
Johnzhang Hopefully some exciting announcement to come !
Meanwhile, we all can start speculating what will come . Hahaha..
28/01/2022 1:35 PM
jonathan_k What news wor
28/01/2022 2:35 PM
bearcomebullgone tahniah semua

Sime Darby Plantation Berhad (SDP) wishes to announce that the United States (US) Customs and Border Protection (CBP) has, on 28 January 2022, filed a Notice of Finding on the US Federal Register for public inspection. In the Notice, the US CBP has determined that certain palm oil products and derivatives products made wholly or in part with palm produced by SDP, its subsidiaries and joint ventures are produced using convict, forced or indentured labour. The finding is primarily aimed at SDP’s Malaysian operations.

SDP has appointed an independent ethical trade consultancy to undertake a full-scale, independent, assessment spanning its facilities across Malaysia. Through the in-depth, onsite work done by the independent consultant, SDP is confident the coming publication of the report will demonstrate that the Company has internal controls and systems in place to support its workers and ensure their well-being.

We attach a copy of the press release dated 28 January 2022.

The Company is assessing the matter and will release announcement to Bursa Malaysia Securities Berhad (Bursa Securities) on any material development on a timely basis as required by the Main Market Listing Requirements of Bursa Securities.

This announcement is dated 28 January 2022.
28/01/2022 4:01 PM
Johnzhang Hahaha..,
Such news did not warrant a suspension of trading!
28/01/2022 4:08 PM
jonathan_k SD say they confident wor. Can trust? Let’s see
28/01/2022 4:13 PM


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