Highlights
KLSE: SIMEPLT (5285)       SIME DARBY PLANTATION BERHAD MAIN : Plantations
Last Price Today's Change   Day's Range   Trading Volume
5.28   -0.01 (0.19%)  5.26 - 5.29  226,700
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Overview

Market Cap: 36,351 Million
NOSH: 6,885 Million
Avg Volume (4 weeks):4,319,221
4 Weeks Range:5.22 - 5.63
4 Weeks Price Volatility (%):
14.63%
52 Weeks Range:4.22 - 5.63
52 Weeks Price Volatility (%):
75.18%
Average Price Target: 4.67
Price Target Upside/Downside: -0.61

Financial Highlight

Latest Quarter | Ann. Date 30-Sep-2019 [#3]  |  29-Nov-2019
Next QR | Est. Ann. Date: 31-Dec-2019  |  28-Feb-2020
T4Q P/E | EY: 138.74  |  0.72%
T4Q DY | Payout %: 0.32%  |  44.13%
T4Q NAPS | P/NAPS: 1.95  |  2.71
T4Q NP Margin | ROE: 1.04%  |  1.95%

Headlines

Date Subject
17-Jan-2020 【视频】森那美种植 撤出利比亚财测不变
17-Jan-2020 PublicInvest Research Headlines - 17 Jan 2020
17-Jan-2020 Mplus Market Pulse - 17 Jan 2020
17-Jan-2020 Sime Darby Plantation - Out of Liberia
02-Jan-2020 Mplus Market Pulse - 2 Jan 2020
31-Dec-2019 Trading Stocks - Sime Darby Plantation
23-Dec-2019 Plantation Sector - Priced in
20-Dec-2019 COMMENTS ON SIME DARBY PLANTATION BERHAD (5285) - louisesinvesting
09-Dec-2019 森种植脱售利比里亚棕油特许经营权
09-Dec-2019 SDPL售予Mano·森种植撤离利比里亚
09-Dec-2019 PublicInvest Research Headlines - 9 Dec 2019
09-Dec-2019 Mplus Market Pulse - 9 Dec 2019
06-Dec-2019 [转贴] [Facebook live video:浅谈 Sime Darby Plantation berhad (SimePlt)] - James的股票投资James Share Investing
02-Dec-2019 Sime Darby Plantation - Upstream to Benefit From Recovery in CPO Prices
02-Dec-2019 Sime Darby Plantation - Above Expectations
02-Dec-2019 Sime Darby Plantation - Expecting Muted 4QFY19 Earnings Performance
02-Dec-2019 Mplus Market Pulse - 2 Dec 2019
02-Dec-2019 SIME DARBY PLANTATION - Weighed By Widened Losses in PNG
02-Dec-2019 SD PLANTATION - Impairment in Liberia Again
02-Dec-2019 Sime Darby Plantation Bhd - Below Expectations

Business Background

No description available for this stock.
Analyze this stock with MQ Trader system

  2 people like this.
 
Ring http://klse.i3investor.com/m/blog/savemalaysia/166061.jsp
19/07/2018 5:49 PM
Ring As i said, current yield of 20mt should be increased to 23mt/ha/annum otherwise in trouble
19/07/2018 5:51 PM
Ring http://www.theborneopost.com/2018/07/21/sst-2-0-to-have-muted-impact-on-plantations/
22/07/2018 2:48 PM
cpo_ Mohd Bakke Salleh to be named Chairman Of Palm Oil Board – report
04/08/2018 1:43 AM
Ring http://www.theborneopost.com/2018/08/06/the-acca-qualification/
06/08/2018 5:30 PM
Lim Tek Wai Never regret
09/08/2018 11:35 AM
SWATHENG As I said, current yield of 20 mt should be increased to 23 mt/ha/annum otherwise in trouble. Jangan mimpi please. Let me know any GLC related plantation company has achieved that? Cakap kosong even with all the crap talk of KPI. China would buy more CPO for its 1.4 billion from Malaysia but would we think China would pay a premium ? The current situation is over stock of more than 2 million tonnes in Malaysia alone. Stocks in Indonesia?
21/08/2018 9:39 AM
kevinobc KUALA LUMPUR: Sime Darby Plantation Bhd will work with China's agriproduct merchandiser and food producer COFCO Group Co. Ltd to produce certified-sustainable, high value palm oil products for the global market.

Sime Plantation, the world’s largest producer of certified sustainable palm oil, had on Tuesday signed a memorandum of understanding (MoU) with COFCO Group to work together on a number of palm oil related ventures.


The MoU includes a joint research on the health benefits of palm oil, developing capabilities to manufacture specialty oils and fats, and establishing joint sales and marketing activities to promote high value differentiated palm products in China.

Through these initiatives, both Sime Plantation and COFCO hope to create greater demand for certified sustainable palm oil and increase trade volumes between the two companies.




The signing event, held at the China World Summit Wing, was witnessed by Prime Minister Tun Dr Mahathir Mohamad as part of his five-day official visit to China.

Sime Plantation executive deputy chairman and managing director Tan Sri Mohd Bakke Salleh said the MoU “truly reflects our aspiration to be the leader in promoting the health benefits of palm oil and to produce certified-sustainable, high value palm oil products for the global market”.

“We look forward to seeing the positive results of combining Sime Darby Plantation R&D capabilities with COFCO’s expertise in advanced health-based food research,” he added.

Both companies will conduct further research on the health benefits of products such as palm tocotrienol, red palm olein, and palm kernel oil.

They intend to develop specialty products such as premium shortening and bakery fats for the Chinese market, and to explore possibilities to co-manufacture these healthy oils and specialty fats in Malaysia.

Modh Bakke said China is a key market for Malaysian palm oil and Sime Plantation was proud to contribute towards increasing trade volumes and strengthening of relations between Malaysia and China.
Read more at https://www.thestar.com.my/business/business-news/2018/08/21/sime-plantation-china-cofco-group-plan-palm-oil-ventures/#prOleVXKwfZdqghv.99
21/08/2018 3:42 PM
brucewayne77141 Any comment on the qr?
30/08/2018 1:47 PM
BN_better Profit drop 89% good?
23/11/2018 1:31 PM
BN_better <RM 5 at 2.30pm?
23/11/2018 1:32 PM
zerocool7199 Omg profit drop 89%??monday what will happen?
24/11/2018 7:33 AM
NavinShah Just think if one steals from its own safe. The this
company will go bankrupt (sime darby) all its group
Of companies.
24/11/2018 10:04 AM
commonsense The company actually fares a lot better than other oil plantation companies who mostly recorded a negative earnings in the most recent quarter report.

Valuation wise however, this company is still consider to be expensive at 18.6x PE. Given the depressing CPO price, it is expected that the next 2 quarters earning to be lower compared to last year's (the company had posted a profit of RM430mil in 2Q18 and RM250mil in 3Q18). Investors need to be prepare to face volatility in the share price for the next 6 months a least.

FY19 profit is targeted to be at around RM1,025mil based on the average target profit of 6 analysts. This actually value the company higher at 31.3x PE which also means that most analysts are predicting lower profits (just like me) for the remaining of FY19.

I would suggest that those that are already invested in this company to divest some of their portfolio outside of the plantation industry. Given the current market sentiment, there are actually a lot of companies that currently trading a low PE and PB valuation but can still provide profit growth in the near and mid term.

I would recommend you look at MBMR.

The company is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 5.3x PE (based on target FY18 PATAMI of RM145mil. 9m PATAMI is already RM106mil). PB is low at only 0.5x BV. 4Q18 results is expected to be higher than 3Q18 and last year 4Q17. And FY19 growth will be driven by the still high demand of new Myvi and the launch of the new SUV in 1Q19.

Please go through the analyst reports (https://klse.i3investor.com/servlets/stk/pt/5983.jsp) and do your own analysis before making any decisions.

Hope Sime Plantation can proof me wrong and deliver the profit growth that the investors are hoping for.

Good luck.
05/12/2018 4:14 PM
BN_better Blame Bakke or blame PH govn more correct for slumping share price?
06/12/2018 9:38 AM
James Ng https://klse.i3investor.com/blogs/general/189507.jsp
[转贴] [Facebook live:浅谈Sime Darby plantation berhad (SimePlt)] - James的股票投资James Share Investing
10/01/2019 10:00 AM
sean88 Post removed. Why?
10/01/2019 10:01 AM
BN_better > RM 5 bec EPF/PNB think govn is still BN?
29/01/2019 3:51 PM
James Ng https://klse.i3investor.com/blogs/general/201066.jsp
[转贴] [Facebook live:浅谈Sime Darby Plantation berhad (SimePlt)] - James的股票投资James Share Investing
05/04/2019 9:37 AM
James Ng https://klse.i3investor.com/blogs/general/202754.jsp
[转贴] [SIME DARBY PLANTATION BERHAD:毛棕榈油价格近期可能保持平稳] - James的股票投资James Share Investing
17/04/2019 2:32 PM
mr yong MALAYsia oil and gas company all HUGE DEBT ,Crude oil price low oil n gas sector DIE ,biggest exporter EURO don't want PALM OILplantation sector DIE ,IMDB HUGE debt,Tabung HAJI billion billion losses ,household DEBT 80% GDP MALAYsia people NO MORE purchasing power BANk and PROperty sector will going SlowDOWNn ,GOVT DEBT nearly 1 TRILLION GOVT no more MONEY do Infrastructure CONstuction sector DIE .OIL and PALM OIL contribution GDP 40% ,MALAYsia deficit,malaysia GOVT selling asset HK property selling TELCO asset to FOREIGN company,SOVEREIGN fund khazanah selling stock ,EPF selling stock,FOREIGN FUND selling malaysia BONDS ,Economy RECESSION..MALAYSIA CRISIS induced ASIAN FINANCIAL CRISIS 2019.
13/05/2019 2:33 PM
SWATHENG This counter is definitely overpriced as its profits are nothing to shout about especially after taking into consideration its extra large plantation holdings (similar to FGV Holdings Bhd). Those family managed plantation companies with small land holdings are generating higher profits in absolute terms. The PH government has to do soul searching to get to the bottom of the issue. There must be political will to revamp otherwise another MAS is in the making.
13/05/2019 9:12 PM
Haw Liao don't worry lah..gov will tax u until u laughing to lhdn
14/05/2019 4:07 PM
hellbender 6187acres of land for sale in Sime Darby Plantation? My goodness,are they in the business of selling land? This is bad news as they are sacrificing future profit for survival. They should have sold it to Sime Darby Properties for their property development. This is loss of synergies. Remember some of us owns all 3 of the shares due to the demerger exercise.

In the first place the demerger exercise was a failure. Why demerge when previously the objective of Sime Darby merging is to take opportunity of the synergies from mergers. The only reason i can see is to allow Maybank and CIMB to earn big fat commissions.

Pros of land sale
- Short term gain from the cash flow

Cons of land sale
- Selling land is not your business activity. CEO must answer on this irrational move.
- why sell to external when you have another sister company?

If we add all of SIme Darby today we get 4.78 + 2.30+0.98 = 8.06. This compares to RM9.05 premerger.
Obviously the dermerger had failed. What a load of bollocks. Wahid was an idiot.
28/05/2019 10:55 AM
James Ng https://klse.i3investor.com/blogs/general/210008.jsp
[转贴] [Facebook live:浅谈Sime Darby Plantation berhad (SimePlt)] - James的股票投资James Share Investing
08/06/2019 7:13 PM
Mabel Any chance for this company to merge back?

Would be lovely buy 1 get 3...

I just came on board having two out of the 3...Plantation and Property...

Is it worth going for the main Sime?

Cheers!
15/06/2019 4:45 PM
Mabel I agree with hellbender view. Very logical!
15/06/2019 4:47 PM
Mabel Looks like all oil palm counter are pretty quiet and not much sharing except for FGV..
29/06/2019 4:46 PM
Mabel It's climbing steadily.. Looking good..
10/07/2019 12:37 AM
8888_ Bakke ex-MD is now Felda chairman why Sime Plant still high price compare to FGV?
16/07/2019 3:42 PM
Keyman188 London bridge is falling down...falling down...

London bridge is falling down...falling down...

Long waiting below RM 4.00
18/07/2019 3:20 PM
Mabel 4.50 also cannot cross how to go below 4...
02/09/2019 1:45 AM
8888_ PE95 KWAP can buy?
20/09/2019 6:08 AM
8888_ The four Malaysian companies comprise conglomerates IOI Corporation, Sime Darby Plantation Bhd, TDM Bhd and Kuala Lumpur Kepong Bhd.
https://www.theedgemarkets.com/article/kok-malaysian-companies-wont-be-protected-if-indonesian-forest-fire-claims-are-true
20/09/2019 6:10 AM
Plantermen CEO has said reduced demand from India buyers { Malaysian palm oil} . Sime will offset this by shipping supplies and switch from their Indo side. Smaller upstream companies will be affected once India switch their domestic usage from Malaysia to Indonesian suppliers. No thanks to the Kashmir issue
25/10/2019 9:21 AM
James Ng https://klse.i3investor.com/blogs/general/233634.jsp
[转贴] [Facebook live video:浅谈Sime darby Plantation berhad (SimePlt)] - James的股票投资James Share Investing
04/11/2019 9:17 PM
perangbrown Plantation counters are experiencing bullish share prices on Bursa Malaysia following positive news on exports and reduction in palm oil stocks by 4.1 per cent to 2.35 million tonnes in October, which pushed up crude palm oil (CPO) prices.
12/11/2019 5:39 PM
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
prince4 US-CHINA Trade War market uncertain, local and foreign funds money would not flow in big cap and mid cap stock because everybody scare buy high losses money . In this few month expect Funds manager money would flow out in big cap and midcap stocks and will short selling mid cap stocks for make money so now no prospects cannot buy and hold .
TOP volume all low prices stocks.This is a opportunity ,markets money now flows in cheaper stocks. sharks now start goreng lows price stock at bottom..
29/11/2019 3:11 PM
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


 

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