Highlights
KLSE: SIMEPLT (5285)       SIME DARBY PLANTATION BERHAD MAIN : Plantations
Last Price Today's Change   Day's Range   Trading Volume
4.85   -0.02 (0.41%)  4.82 - 4.91  1,988,300
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Overview

Market Cap: 33,390 Million
NOSH: 6,885 Million
Avg Volume (4 weeks):1,730,410
4 Weeks Range:4.74 - 5.24
4 Weeks Price Volatility (%):
22.00%
52 Weeks Range:3.82 - 5.63
52 Weeks Price Volatility (%):
56.91%
Average Price Target: 4.64
Price Target Upside/Downside: -0.21

Financial Highlight

Latest Quarter | Ann. Date 30-Nov-2020 [#2]  |  27-Aug-2020
Next QR | Est. Ann. Date: 30-Sep-2020  |  29-Nov-2020
T4Q P/E | EY: 43.99  |  2.27%
T4Q DY | Payout %: 0.83%  |  36.46%
T4Q NAPS | P/NAPS: 2.05  |  2.37
T4Q NP Margin | ROE: 5.60%  |  5.38%

Headlines

Date Subject
06-Oct-2020 Malaysia Plantation - Raising Our CPO Assumptions for 2020-21E
05-Oct-2020 Mplus Market Pulse - 5 Oct 2020
02-Oct-2020 恐成美国下个针对目标·森种植:密切关注
11-Sep-2020 MPOB Monthly Statistics August 2020 - August Production Increased 3.1% to 1.86m tonnes
10-Sep-2020 MQ Research – CPO Price Rally Continues
10-Sep-2020 Sime Darby Plantation - Facing 10% Labour Shortage
09-Sep-2020 Sime Darby Plantation provides second chance for parolees
02-Sep-2020 Plantation - 2Q2020 Earning Review : Not too shabby
01-Sep-2020 Strategy - Malaysia: Transitioning from pandemic-themed to recovery-focused
28-Aug-2020 SIME Darby Plants - Boosted By Higher ASP Of Palm Product
28-Aug-2020 Sime Darby Plantation - Expecting Stronger Contribution in 2H
28-Aug-2020 Sime Darby Plantation Bhd - Foreign Labour Shortage Could Limit FFB Growth
28-Aug-2020 Sime Darby Plantation Bhd - 1HFY20 Deemed Within Expectations
28-Aug-2020 SD Plantation - Downstream division severely affected in 2QFY20
28-Aug-2020 Sime Darby Plantation - Boosted by Higher Palm Product Prices
28-Aug-2020 SD Plantation - 6M20: Results Below Expectations
27-Aug-2020 派息4.02仙·森种植次季净利增13倍
08-Aug-2020 森种植反驳受贿洗黑钱指控
29-Jul-2020 Mplus Market Pulse - 29 Jul 2020
29-Jul-2020 Plantation - Hints from 2QCY20 Production Data

Business Background

No description available for this stock.
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  2 people like this.
 
Mabel India resumes buying Msian palm oil as Kuala Lumpur offers discount - Traders
Publish date: Thu, 14 Nov 2019, 6:55 PM
MUMBAI: Indian refiners have resumed buying Malaysian palm oil after a gap of nearly a month and contracted around 70,000 tonnes of shipments in December as Kuala Lumpur has been offering a US$5 per tonne discount over supplies from rival Indonesia, five traders told Reuters on Thursday.

The resumption in purchases by India, the biggest buyer of Malaysian palm oil this year, could support Malaysian palm oil prices, which are trading near their highest level in two years.

Indian refiners stopped purchases from Malaysia last month fearing New Delhi could raise import taxes or enforce other measures to curb imports after Kuala Lumpur criticised New Delhi for its actions in Kashmir.

Malaysian palm oil is available at a US$5 discount amid congestion at Indonesian ports, said a Mumbai-based dealer with a global trading firm. "This is giving a few buyers a reason to start buying Malaysian oil in small quantities to run their refineries."
-------------

Indian has refiners which need to run almost 24 hrs to cover the cost of refinery.. Where could they get big supply.. Only Indon & Msia.. Doing business with Indonesia is not easy.. Esp this kind of business.. A lot of cheating in the specs.. So the Indians are trying to play game only...
17/11/2019 10:23 PM
Mabel All my other 3 Plantation are bullish

How come this counter is down today?

This is my most expensive Plantation..
21/11/2019 8:30 PM
Mabel Udara Segar sudah kembali,
Seronok melihat Sime balik menari,
Memang rugi kalau tak membeli,
Confirm bolih makan Lobsters di sini
25/11/2019 7:50 AM
speakup https://malaysia.news.yahoo.com/daim-no-future-palm-oil-084108231.html
28/11/2019 9:06 AM
Jeffreyteck Low NTA, very huge loans of 7.8 billion, all fundamentals are in red except DY above 2%, doubt it can deliver as good as in Sep 2017.
30/11/2019 1:31 PM
James Ng https://klse.i3investor.com/blogs/general/244755.jsp
[转贴] [Facebook live video:浅谈 Sime Darby Plantation berhad (SimePlt)] - James的股票投资James Share Investing
06/12/2019 9:23 PM
Mabel Ramai peneroka duduk di Medan Seri
Tunggu masakan Kak Mabel Bistari
Future trend CPO amat menarik sekali
Bukan saja Ayam KFC, ada juga menu Lobster dan Aboloni

Meow!
06/12/2019 11:28 PM
Mabel Meow!
14/12/2019 12:25 AM
LouiseS SIME DARBY PLANTATION's earning performance has been overall unstable in last five years, whereby its earning per share overall fluctuated from 5.1 sen to 52.2 sen. It has since demerged from SIME DARBY a couple of years ago and been listed on Bursa Malaysia individually. While also been affected by low CPO prices in the latest financial year, its earnings remain positive, and paid out 1.7 sen per share dividend.

https://louisesinvesting.blogspot.com/2019/12/comments-on-sime-darby-plantation.html
20/12/2019 4:08 PM
patrickteo CPO up up up, So buy buy buy
13/01/2020 3:48 PM
gsi723 why no impact from india boycott?
13/01/2020 11:10 PM
LouiseS Based on comparison of 44 plantation counters listed in Bursa Malaysia, SIME DARBY is shown to be one of the TOP 8 plantation counters worthy to pay attention to and potentially invest in. SIME DARBY stands out in performance indicators such as having high market capitalization (RM 36,488 million) and high capex (RM 797 million) and strong support from institutional investors.

https://louisesinvesting.blogspot.com/2020/01/comparison-of-major-plantations.html
20/01/2020 12:31 PM
Shinnzaii Wew...any insider news ah?causing plantation sentiment keep drop...hehe
17/02/2020 3:28 PM
utusminum CPO price is coming down, time for contralian?
17/02/2020 11:26 PM
James Ng https://klse.i3investor.com/blogs/general/2020-03-10-story-h1484802279.jsp
[转贴] [Facebook live video:浅谈Sime Darby Plantation berhad (SimePlt)] - James的股票投资James Share Investing
10/03/2020 9:32 PM
ThousandWishes This is among the worst performers in plantation sector despite its large land holdings in the world with majority matured holdings. I think it is the least efficient palm oil producer. Could someone explain why it is in the red for FYE 2019?
13/03/2020 5:10 PM
ehteoh13 2 weeks off and no activity and still need to pay interest and salary. q1 and q2 will further lost,better cut lost and buy back with same amount of money and more lot
17/03/2020 1:31 PM
ehteoh13 Sime Darby Bhd said its chairman Datuk Abdul Rahman Ahmad has been preliminary tested positive for COVID-19 and is now put in a healthcare facility. better lari before kena.
17/03/2020 8:48 PM
Keyman188 Haa...haa...cheating yourself then ok lahhh.... 

Wrong calculation..... 

Bottom not 1217.....but you can pursue yourself then no problem.... 

But not pursue others lahhh....
20/03/2020 9:50 PM
Undi_PKR Why must EPF, ASB support at high price for loss QR? Wrong appointments?
23/03/2020 10:41 AM
Miz Raya Bloom Post removed. Why?
07/04/2020 10:35 AM
mf WTI Crude Oil Speculator’s Bullish Net Positions Bounced Back This Week
Zachary Storella | May 17, 2020 01:17AM ET
17/05/2020 6:32 PM
greedy44444 https://www.thestar.com.my/business/business-news/2020/05/19/india-resumes-purchases-of-malaysian-palm-oil#.XsQeoA-rz4o.facebook
20/05/2020 2:12 AM
alvin5588 https://www.theedgemarkets.com/article/sime-darby-plantation-1q-net-profit-surges-rm394m-higher-upstream-and-sime-darby-oils?fbclid=IwAR3_KTGIVva4Jwr5DQ-D_og8UqdkW1BImfSFlr7lIGfs2OQqO9wU5IsW_4o
22/05/2020 3:07 PM
alvin5588 https://focusmalaysia.my/mainstream/sime-darby-plantations-1q-net-profit-rises-to-rm394-mil/?utm_term=Autofeed&utm_medium=Social&utm_source=Facebook&fbclid=IwAR36BaKIefvKLZpby06OSiGU1ttIsK1cA7AUMGXk3wGG1MenniJUAYcxb2M#Echobox=1590129564
22/05/2020 3:08 PM
alvin5588 https://www.enanyang.my/?p=1411460&fbclid=IwAR3be4M4lIboBwn5Yi_bUsL2HfM5tYpYh0B0y1qeqV_sfqFBnhFE0hR0KUk
22/05/2020 4:53 PM
alvin5588 https://focusmalaysia.my/mainstream/malaysias-cpo-price-may-stay-higher-if-export-to-india-is-maintained/?utm_term=Autofeed&utm_medium=Social&utm_source=Facebook&fbclid=IwAR2wGX_zxKTNlS2XK6p4Sfi_xeztHoOynl_VCnS27PzScW8SMSEP7B1Obbo#Echobox=1590794965
30/05/2020 1:27 PM
alvin5588 https://focusmalaysia.my/mainstream/cpo-futures-contract-expected-to-stay-firm-on-better-demand/?utm_term=Autofeed&utm_medium=Social&utm_source=Facebook&fbclid=IwAR1iEPDP9A-YA6ipok-5o8J9iFgUZbmn6-ulCOrEXmucASYCq7B06oLRf50#Echobox=1590811244
30/05/2020 1:28 PM
alvin5588 Breakout and closed at 5.10.. going upward...
01/06/2020 5:46 PM
alvin5588 https://www.thestar.com.my/business/business-news/2020/06/02/india039s-vegoil-imports-could-jump-from-june?fbclid=IwAR0x1RYarHtaxHKgp9VogMjGnFEssWlKmUVy0OSN-fDc0LHZDajf62R-nXo
02/06/2020 1:26 PM
Gtrade FINALLY CPO rises above 2400 level. Next 2 target 2600 level ,2800 and 2950. The locust swarm crisis may even has CPO futures challenge previous high of 3300.
18/06/2020 8:20 AM
Gtrade A new crisis is coming, which will benefit Malaysia palm oil industry. Last 2 days, huge swarm of locust migration from Africa continent has reached Pakistan and India,The locust swarm destroying Rapseed crop,covering the size of one square kilometer, containing about 40 millions locusts. Pakistan and India are now helpless due to covid-19 lockdown. One thing for sure, India and Pakistan CPO import fom Msia will double or triple due to total rapseed plants destruction by the locusts. Each swarm of locust consume/destroy food equivalent to comsumption of 35,000 people per day.
18/06/2020 9:44 AM
James Ng https://klse.i3investor.com/blogs/general/2020-06-20-story-h1508902365.jsp
[转贴] [Facebook live video:浅谈Sime Darby Plantation berhad (SimePlt)] - James的股票投资James Share Investing
20/06/2020 8:37 PM
Juniper Out of the blue, what is cooking here?
23/07/2020 12:03 PM
Sami_Value The Kwai Lou everyday launch campaign against Malaysia industry

Go back fly kite
07/08/2020 10:34 AM
Mabel Hari Hari tengok ladang
Bila tengok bertambah sayang
Macam mana Mabel tak sayang
Harga Sawit terus terbang melayang
03/09/2020 11:43 AM
Mabel Future FCPO has already breached RM 3000 around noon. However it retraces at 1500 hrs. Today 8 Mabel Plantations are GREEN while 3 are RED.

Meow
17/09/2020 10:43 PM
Mabel 17th September hari ini
Benar Gtrade Harga Sawit naik lagi
Perlabur Sawit pun banyak senang hati
Sudah Lima Mercedes Mabel sudah beli..
17/09/2020 10:44 PM
Mabel Harga Sawit naik lagi
RM 3100 dah tentu mari
Isteri pelabur senyum senang hati
Menyanyi tak berhenti henti

Meow Meow Meow
18/09/2020 4:17 PM
Mabel Hujan Emas Glove sedang bekembang
Hujan Emas Vaccine mula nak jadi
Hujan Emas Bandar Malaysia mula di sembang
Hujan Emas Sawit sudah berbunga berseri seri

Meow Meow Meow
18/09/2020 4:33 PM
Mabel Next week will go up...

The KLCI is trading above the 200, 100 and below the 20, 50 day moving average. Downward bias for the Immediate term for the KLCI in a range of 1474-1600.

Next Week Focus - Plantation, Constructions, Gloves and O&G since Brents has already breaches USD 40 and is on the rise.

Hujan Emas Glove sedang terbang
Hujan Emas Vaccine mula nak jadi
Hujan Emas Bandar Malaysia mula berkembang
Hujan Emas Sawit sudah berbunga berseri seri

Falling in love with Stocks at times is like jumping off Mabel Real Estates KLCC. Her brain tells, it is not a good idea, but her dildo tells, that kind of dreams make her moist..

Meow..
20/09/2020 12:28 AM
James Ng https://klse.i3investor.com/blogs/general/2020-09-20-story-h1514211890.jsp
[转贴] [Video:浅谈SIME DARBY PLANTATION BERHAD, SIMEPLT, 5285] - James的股票投资James Share Investing
20/09/2020 8:43 PM
Gtrade Harga CPO lambung lagi
Ternampak Mabel menari nari
Pekebun sawit senyum di hati
Buang kancil Protonx70 yg mari
Saham sawit sikit sikit beli
22/09/2020 10:54 AM
Mabel Meow Gtrade!

CPO prices has bottom out at RM2757 at up again at RM 2822s level .., price firming uptrend.

Malaysian has Become the Top Palm Oil Supplier to China (Malaysia even beat Indonesia World No 1 Palm Oil Producer)

Malaysia’s palm oil exports to China increased by 31.9% or 316,400 MT over last year to 1.31 million MT from January to June 2020, while Indonesia shipped 1.28 million MT of PO to China, decreased by 42.7% or 956,400 MT. As a result, PO market share commanded by Malaysia in China up to June this year rose from 30.7% held last year to 50.3%, and Indonesia’s share slid to 49.2% from 69.2% for the same period in comparison. Malaysia has become the top PO supplier once again since 2015.
29/09/2020 10:15 PM
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


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