|
| |
Overview
Financial Highlight
HeadlinesBusiness Background CB Industrial Product Holding Bhd provides palm oil mill equipment and spare parts to various mills around the world. In addition, the company developed its patented Continuous Sterilazation palm oil mills, which has turned it into a leading provider of turnkey mill services. The company's three segments include Plantation and Milling, Equipment and Engineering, and Special Purpose Vehicles and Investing. The Plantation and Milling segment cultivates oil palm and produces crude palm oil and palm kernel. The Equipment and Engineering segment, which generates most of the company's revenue, manufactures palm oil equipment and constructs palm oil mills. The Special Purpose Vehicles and Investing arm are comprised of various special purpose vehicle and investment holding subsidiaries.
  KOHSIENFOOK 100%在印尼，不怕没员工，临时工一大堆。棕油价从7月回升至3千多，公司一直buy back。盈利会比上期好，还有可能暴涨。收收收 也是很少有种值股少过NTA，种值股里PE也是很低。这接下几季来，印尼，巴布新几内亚，利比亚合约要完成，还有等Q4完成售地收益都会增加盈利。这个是UMCCA说，2021财年的鲜果串产量会增加，因为印尼加里曼丹的油棕园收成增加、树龄有利及成熟地扩大。 10/11/2020 11:42 AM danchong What are they waiting for? NTA : RM1.46 PE : 11.48 (last 4 Q) Cash in hand : Rm142mil (should be more after disposal of land) CPO price > Rm3,300 All segments including POE, SPV, refinery, oil mill and plantations are doing better last Q. I'm expecting a much better Q results. What nonsense is this sum-of-parts derived TP of RM0.83 by HLG? Kenanga maintain UNDERPERFORM with an unchanged TP of RM0.780 based on FY21E PER of 9.9x. They assign a PE of 23.3 to KGB and give two back to back favourable reports on KGB and pushed up the price. Although I own KGB too, I simply can't see the logic. Hopefully, the IBs will change their mind and start some rotational play on KLSE counters. 12/11/2020 3:58 PM frankco By the time the research house start promoting it, they have accumulated enough shares so the logic is that they have not collected enough it . 12/11/2020 7:04 PM frankco FCPO is heading up towards multi year high of resistance 3518 once break, will test another resistance at 3800 12/11/2020 7:12 PM danchong Yup, hope they have accumulated enough this few days just before the announcement on the last week of this month. CPO prices is looking good. I hope there is no shortage of labour in Kalimantan. 13/11/2020 1:26 PM Limup no news is good news, and CPO price is high now, hopefully will breakout even higher 18/11/2020 6:11 PM lohloyfoo The Group’s revenue and profit before taxation for the financial period ended 30 September 2020 increased by 32% and 153% respective as compared to the same financial period last year. The increase in the Group’s revenue was mainly due to a new stream of revenue generated by the refinery segment as well as the increase in revenue by the palm oil plantations and special purpose vehicles segments. The increase in the Group’s profit before taxation was mainly due to higher contribution from the palm oil equipment and engineering segment, lower loss incurred by the palm oil plantations segment and the improved share of results of associates and joint venture. 28/11/2020 12:11 AM danchong The last SBB was 2/11/20.I noticed that the transactions volume has been on the raise since 12/11/20. I think someone has started accumulating this share. 01/12/2020 9:57 AM Davidl FCPO is heading 3600 guys! Nothing gonna stop CBIP to generate higher revenue for FY2021. 01/12/2020 10:01 AM danchong HLG still insisting on using SOP valuation and not a word on the Kalimantan plantation in its latest report. Even the JV & associates were mentioned but not on the Plantation Segment. Why?? Is this segment omitted in HLG SOP valuation? The Revenue increased to 44,573,000 from 30,607,000 YoY. An increase of 45.6%. The company started planting in 2012 and has planted 13,400 hectares in total at the end of 2019. An average of 1,675 hectares a year. With much higher CPO prices for the last Q and more young palms coming into maturity. I think the Revenue for 2020 will be 60-70 mil. Utilisation of its oil mill will increase too and so does the profit margin. There is huge potential in this segment, less than 25% of the palms are in peak yield atm. 01/12/2020 10:53 AM lloydlim https://www.theedgemarkets.com/article/palm-oil-prices-keep-rising-first-half-2021-tight-supply-%E2%80%94-cpopc 02/12/2020 12:12 PM Davidl Once roadblock at 1.15 has been successfully clear, next resistance at 1.25 02/12/2020 12:39 PM stockraider What does this cpo price trend below tell U leh ?? Date Settlement Price RM 3 Dec 20 3332 2 Dec 20 3316 1 Dec 20 3347 30 Nov 20 3305 27 Nov 20 3338 26 Nov 20 3227 25 Nov 20 3285 24 Nov 20 3249 23 Nov 20 3326 20 Nov 20 3288 Ans; Rising CPO price and Rising Profit loh!! Until Sept latest qtr result cpo average is roughly rm 2600 mah!! December QTR we will be seeing conservatively Average Price Rm 3200, that is 23% increase in price n this increase revenue will all goes to the bottom line profit as there are no cost applicable to revenue generated from price increase loh...!! Just imagine if Average palm oil price is Rm 2800, U already see super strong profit loh!! But now we are at above 3500 loh...!! Can U forecast & project what will palmoil company potential profit at rm 3500 cpo leh ? 05/12/2020 12:32 PM Davidl CPO price jz broke 3600 level & heading 4000 now! Next week plantation theme no.1 05/12/2020 1:53 PM stockraider That means the upside of palmoil above Rm 3500 is still sustainable going fwd loh!! "Soya Bean Oil {SBO} price premium over CPO currently stand at USD 195 per tonne. Consumers in India, Pakistan and other sub continents are price sensitive."! 05/12/2020 3:56 PM lloydlim Most of the analysts are optimistic that the current CPO uptrend is sustainable due to weak dollar + some other factors so we might experiencing a crazy bull run on plantation sector in year 2021. This surely leads CBIP to another level as of what management mentioned in their prospects. I believe FCPO to hit 4000 is achievable very soon! 06/12/2020 6:14 PM lohloyfoo As mentioned at the latest qr, the increase in the group’s revenue was mainly due to a new stream of revenue generated by the refinery segment as well as the increase in revenue by the palm oil plantations and special purpose vehicles segments. All segments will eventually back to positive since CPO price return to 8 years high. 06/12/2020 9:05 PM Davidl No wonder company busying buy back own shares in open market recently! Last call to load more? 06/12/2020 11:03 PM lloydlim I wouldn't be surprised if price suddenly shoot up to 1.50 since CPO is so bullish. 07/12/2020 10:08 AM Davidl https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E4%B9%90%E5%A4%A9%E4%BA%A4%E6%98%93%E4%B8%8B%E4%B8%AA%E5%B8%82%E5%9C%BA%E5%B7%A8%E6%98%9F-%E7%A7%8D%E6%A4%8D%E8%82%A1%E6%96%99%E6%8E%A5%E7%8F%AD%E6%89%8B%E5%A5%97%E8%82%A1 08/12/2020 12:05 AM danchong https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3113546 Company SBB at current. My take is that it will form a good support level at 1.10. 18/12/2020 12:08 PM Knownfact Started the next leg of advance? Heading to challenge the immediate resistance of 1.23? 06/01/2021 9:09 AM weisheng1998 CB INDUSTRIAL PRODUCT HOLDING BERHAD We wish to announce that PalmitEco Engineering Sdn. Bhd. (“PESB”), a wholly owned subsidiary of CBIPH had implemented a temporary stoppage for 14 days of its manufacturing facility in Telok Panglima Garang, Selangor from 26 February 2021 to 11 March 2021. This is done under the guidance of Kementerian Kesihatan Malaysia (KKM). 04/03/2021 8:18 AM Knownfact The temporary stoppage is not expected to have a significant impact on the revenue and earnings of CBIPH Group for the financial year ending 31 December 2021. 04/03/2021 10:26 AM  |
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
