Highlights
KLSE: BKAWAN (1899)       BATU KAWAN BHD MAIN : Plantations
Last Price Today's Change   Day's Range   Trading Volume
17.92   +0.02 (0.11%)  17.92 - 17.92  100
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Financials


Market Cap: 7,950 Million

Market Cap 7,950 Million
NOSH 444 Million

Latest Audited Result:  30-Sep-2020

Latest Audited Result: 30-Sep-2020
Announcement Date 31-Dec-2020
Next Audited Result: 30-Sep-2021
Est. Ann. Date: 31-Dec-2021
Est. Ann. Due Date: 29-Mar-2022

Latest Quarter:  30-Sep-2020 [#4]

Latest Quarter: 30-Sep-2020 [#4]
Announcement Date 18-Nov-2020
Next Quarter: 31-Dec-2020
Est. Ann. Date: 17-Feb-2021
Est. Ann. Due Date: 01-Mar-2021
QoQ | YoY   -59.95%  |    -11.92%

Annual (Unaudited) ( EPS: 94.05, P/E: 19.05 )

Revenue | NP to SH 16,078,124  |  417,275
RPS | P/RPS 3,623.93 Cent  |  0.49
EPS | P/E | EY 94.05 Cent  |  19.05  |  5.25%
DPS | DY | Payout % 13.40 Cent  |  0.75%  |  14.25%
NAPS | P/NAPS 13.20  |  1.36
YoY   14.79%
NP Margin | ROE 5.69%  |  7.13%
F.Y. | Ann. Date 30-Sep-2020  |  18-Nov-2020

T4Q Result ( EPS: 94.05, P/E: 19.05 )

Revenue | NP to SH 16,078,124  |  417,275
RPS | P/RPS 3,623.93 Cent  |  0.49
EPS | P/E | EY 94.05 Cent  |  19.05  |  5.25%
DPS | DY | Payout % 13.32 Cent  |  0.74%  |  14.16%
NAPS | P/NAPS 13.20  |  1.36
QoQ | YoY   -2.69%  |    14.80%
NP Margin | ROE 5.69%  |  7.13%
F.Y. | Ann. Date 30-Sep-2020  |  18-Nov-2020

Annualized Result ( EPS: 94.05, P/E: 19.05 )

Revenue | NP to SH 16,078,124  |  417,275
RPS | P/RPS 3,623.93 Cent  |  0.49
EPS | P/E | EY 94.05 Cent  |  19.05  |  5.25%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   -5.77%  |    14.79%
NP Margin | ROE 5.69%  |  7.13%
F.Y. | Ann. Date 30-Sep-2020  |  18-Nov-2020


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Date Financial Result Financial Ratio Per Share Item Performance Valuation (End of Quarter) Valuation (Ann. Date)
F.Y. Ann. Date Quarter # Revenue PBT NP NP to SH Div Net Worth Div Payout % NP Margin ROE NOSH RPS Adj. RPS EPS Adj. EPS DPS Adj. DPS NAPS Adj. NAPS QoQ YoY EOQ Date EOQ Price EOQ P/RPS EOQ P/EPS EOQ P/NAPS EOQ EY EOQ DY ANN Date ANN Price ANN P/RPS ANN P/EPS ANN P/NAPS ANN EY ANN DY
30-Sep-2020 18-Nov-2020 30-Sep-2020 4 4,116,154 329,842 226,816 85,170 - 5,854,828 - % 5.51% 1.45% 396,400 1,038.38 927.76 21.49 19.20 0.00 0.00 14.7700 13.20   -59.95%   -11.92% 30-Sep-2020 15.06 1.45 70.09 1.02 1.43% 0.00% 18-Nov-2020 16.12 1.55 75.03 1.09 1.33% 0.00%
30-Sep-2020 19-Aug-2020 30-Jun-2020 3 3,822,645 529,366 443,083 212,653 - 5,828,778 - % 11.59% 3.65% 395,708 966.03 861.60 53.74 47.93 0.00 0.00 14.7300 13.14   1,227.42%   318.39% 30-Jun-2020 14.50 1.50 26.98 0.98 3.71% 0.00% 19-Aug-2020 14.78 1.53 27.50 1.00 3.64% 0.00%
30-Sep-2020 27-May-2020 31-Mar-2020 2 3,933,221 111,704 27,149 16,020 59,087 5,491,174 368.83% 0.69% 0.29% 393,915 998.49 886.53 4.07 3.61 15.00 13.32 13.9400 12.38   -84.51%   -79.80% 31-Mar-2020 12.18 1.22 299.49 0.87 0.33% 1.23% 27-May-2020 14.10 1.41 346.70 1.01 0.29% 1.06%
30-Sep-2020 17-Feb-2020 31-Dec-2019 1 4,206,104 293,752 217,387 103,432 - 5,619,081 - % 5.17% 1.84% 392,394 1,071.91 948.03 26.36 23.31 0.00 0.00 14.3200 12.67   6.96%   -24.32% 31-Dec-2019 17.44 1.63 66.16 1.22 1.51% 0.00% 17-Feb-2020 16.22 1.51 61.53 1.13 1.63% 0.00%
30-Sep-2019 19-Nov-2019 30-Sep-2019 4 3,922,332 266,056 209,837 96,701 - 5,722,534 - % 5.35% 1.69% 396,572 989.06 884.07 24.38 21.80 0.00 0.00 14.4300 12.90   90.26%   35.75% 30-Sep-2019 15.68 1.59 64.30 1.09 1.56% 0.00% 19-Nov-2019 15.40 1.56 63.16 1.07 1.58% 0.00%
30-Sep-2019 20-Aug-2019 30-Jun-2019 3 3,824,675 81,679 60,101 50,826 - 5,781,748 - % 1.57% 0.88% 397,371 962.49 862.06 12.79 11.46 0.00 0.00 14.5500 13.03   -35.90%   -52.32% 28-Jun-2019 16.70 1.74 130.56 1.15 0.77% 0.00% 20-Aug-2019 16.00 1.66 125.09 1.10 0.80% 0.00%
30-Sep-2019 15-May-2019 31-Mar-2019 2 4,079,585 218,728 166,558 79,288 59,706 5,811,413 75.30% 4.08% 1.36% 398,042 1,024.91 919.52 19.92 17.87 15.00 13.46 14.6000 13.10   -41.98%   -27.76% 29-Mar-2019 16.98 1.66 85.24 1.16 1.17% 0.88% 15-May-2019 16.80 1.64 84.34 1.15 1.19% 0.89%
30-Sep-2019 18-Feb-2019 31-Dec-2018 1 4,218,999 362,830 290,926 136,667 - 6,310,947 - % 6.90% 2.17% 399,680 1,055.59 950.94 34.19 30.80 0.00 0.00 15.7900 14.22   91.85%   -23.18% 31-Dec-2018 16.68 1.58 48.78 1.06 2.05% 0.00% 18-Feb-2019 17.22 1.63 50.36 1.09 1.99% 0.00%
30-Sep-2018 14-Nov-2018 30-Sep-2018 4 4,322,368 198,596 127,483 71,237 - 6,596,254 - % 2.95% 1.08% 401,232 1,077.27 974.24 17.75 16.06 0.00 0.00 16.4400 14.87   -33.17%   -50.87% 28-Sep-2018 17.00 1.58 95.75 1.03 1.04% 0.00% 14-Nov-2018 16.86 1.57 94.96 1.03 1.05% 0.00%
30-Sep-2018 14-Aug-2018 30-Jun-2018 3 4,472,625 268,904 190,262 106,588 - 6,495,072 - % 4.25% 1.64% 401,426 1,114.18 1,008.11 26.55 24.02 0.00 0.00 16.1800 14.64   -2.88%   31.95% 29-Jun-2018 17.90 1.61 67.41 1.11 1.48% 0.00% 14-Aug-2018 17.28 1.55 65.08 1.07 1.54% 0.00%
30-Sep-2018 16-May-2018 31-Mar-2018 2 4,829,718 322,445 230,781 109,752 60,265 6,376,121 54.91% 4.78% 1.72% 401,772 1,202.10 1,088.59 27.32 24.74 15.00 13.58 15.8700 14.37   -38.31%   -32.80% 30-Mar-2018 18.10 1.51 66.26 1.14 1.51% 0.83% 16-May-2018 18.40 1.53 67.36 1.16 1.48% 0.82%
30-Sep-2018 12-Feb-2018 31-Dec-2017 1 5,341,646 486,760 377,155 177,899 - 6,635,955 - % 7.06% 2.68% 402,423 1,327.37 1,203.98 44.21 40.10 0.00 0.00 16.4900 14.96   22.68%   -9.94% 29-Dec-2017 19.60 1.48 44.34 1.19 2.26% 0.00% 12-Feb-2018 19.48 1.47 44.07 1.18 2.27% 0.00%
30-Sep-2017 22-Nov-2017 30-Sep-2017 4 5,301,592 422,597 299,362 145,009 181,845 6,720,215 125.40% 5.65% 2.16% 404,102 1,311.94 1,194.95 35.88 32.68 45.00 40.99 16.6300 15.15   79.51%   -25.53% 29-Sep-2017 19.12 1.46 53.28 1.15 1.88% 2.35% 22-Nov-2017 19.80 1.51 55.18 1.19 1.81% 2.27%
30-Sep-2017 15-Aug-2017 30-Jun-2017 3 5,012,875 248,030 154,694 80,779 - 6,612,741 - % 3.09% 1.22% 404,449 1,239.43 1,129.88 19.97 18.21 0.00 0.00 16.3500 14.90   -50.54%   -45.59% 30-Jun-2017 18.90 1.52 94.63 1.16 1.06% 0.00% 15-Aug-2017 19.00 1.53 95.13 1.16 1.05% 0.00%
30-Sep-2017 22-May-2017 31-Mar-2017 2 5,603,935 437,701 335,149 163,315 60,723 6,631,049 37.18% 5.98% 2.46% 404,826 1,384.28 1,263.10 40.34 36.81 15.00 13.69 16.3800 14.95   -17.33%   72.94% 31-Mar-2017 19.38 1.40 48.04 1.18 2.08% 0.77% 22-May-2017 18.40 1.33 45.61 1.12 2.19% 0.82%
30-Sep-2017 14-Feb-2017 31-Dec-2016 1 5,629,920 513,803 409,518 197,543 - 6,452,988 - % 7.27% 3.06% 405,084 1,389.82 1,268.95 48.77 44.53 0.00 0.00 15.9300 14.54   1.44%   -49.02% 30-Dec-2016 18.40 1.32 37.73 1.16 2.65% 0.00% 14-Feb-2017 19.80 1.42 40.60 1.24 2.46% 0.00%
30-Sep-2016 16-Nov-2016 30-Sep-2016 4 4,661,089 257,932 422,559 194,734 162,278 6,089,494 83.33% 9.07% 3.20% 405,695 1,148.91 1,050.59 48.00 43.89 40.00 36.58 15.0100 13.73   31.16%   68.85% 30-Sep-2016 18.18 1.58 37.88 1.21 2.64% 2.20% 16-Nov-2016 18.30 1.59 38.13 1.22 2.62% 2.19%
30-Sep-2016 17-Aug-2016 30-Jun-2016 3 4,043,453 357,505 298,316 148,473 - 5,755,459 - % 7.38% 2.58% 405,885 996.20 911.37 36.58 33.47 0.00 0.00 14.1800 12.97   57.22%   12.77% 30-Jun-2016 17.80 1.79 48.66 1.26 2.06% 0.00% 17-Aug-2016 17.96 1.80 49.10 1.27 2.04% 0.00%
30-Sep-2016 16-May-2016 31-Mar-2016 2 3,814,450 268,488 205,727 94,435 60,899 5,716,443 64.49% 5.39% 1.65% 405,997 939.53 859.76 23.26 21.29 15.00 13.73 14.0800 12.88   -75.63%   -21.88% 31-Mar-2016 18.30 1.95 78.68 1.30 1.27% 0.82% 16-May-2016 17.62 1.88 75.75 1.25 1.32% 0.85%
30-Sep-2016 17-Feb-2016 31-Dec-2015 1 4,450,259 938,661 850,293 387,526 - 5,944,124 - % 19.11% 6.52% 406,296 1,095.32 1,003.07 95.38 87.35 0.00 0.00 14.6300 13.40   236.01%   231.35% 31-Dec-2015 17.50 1.60 18.35 1.20 5.45% 0.00% 17-Feb-2016 17.80 1.63 18.66 1.22 5.36% 0.00%
30-Sep-2015 18-Nov-2015 30-Sep-2015 4 4,042,003 267,504 204,129 115,332 142,636 5,623,963 123.67% 5.05% 2.05% 407,533 991.82 911.05 28.30 26.00 35.00 32.15 13.8000 12.68   -12.40%   26.98% 30-Sep-2015 16.78 1.69 59.29 1.22 1.69% 2.09% 18-Nov-2015 17.56 1.77 62.05 1.27 1.61% 1.99%
30-Sep-2015 19-Aug-2015 30-Jun-2015 3 3,639,128 334,936 273,267 131,662 - 5,175,931 - % 7.51% 2.54% 407,874 892.22 820.24 32.28 29.68 0.00 0.00 12.6900 11.67   8.91%   19.12% 30-Jun-2015 18.22 2.04 56.44 1.44 1.77% 0.00% 19-Aug-2015 17.82 2.00 55.20 1.40 1.81% 0.00%
30-Sep-2015 20-May-2015 31-Mar-2015 2 3,159,630 320,808 246,270 120,892 61,221 4,963,020 50.64% 7.79% 2.44% 408,143 774.15 712.16 29.62 27.25 15.00 13.80 12.1600 11.19   3.37%   -25.93% 31-Mar-2015 18.24 2.36 61.58 1.50 1.62% 0.82% 20-May-2015 18.18 2.35 61.38 1.50 1.63% 0.83%
30-Sep-2015 16-Feb-2015 31-Dec-2014 1 3,214,547 318,274 246,802 116,954 - 4,869,338 - % 7.68% 2.40% 408,501 786.91 724.54 28.63 26.36 0.00 0.00 11.9200 10.98   28.76%   -25.49% 31-Dec-2014 17.34 2.20 60.57 1.45 1.65% 0.00% 16-Feb-2015 18.72 2.38 65.39 1.57 1.53% 0.00%
30-Sep-2014 19-Nov-2014 30-Sep-2014 4 2,870,040 257,130 188,973 90,829 185,029 4,658,635 203.71% 6.58% 1.95% 411,177 698.01 646.89 22.09 20.47 45.00 41.70 11.3300 10.50   -17.82%   -27.56% 30-Sep-2014 19.10 2.74 86.46 1.69 1.16% 2.36% 19-Nov-2014 18.48 2.65 83.66 1.63 1.20% 2.44%
30-Sep-2014 20-Aug-2014 30-Jun-2014 3 3,019,475 299,507 234,624 110,528 - 4,663,993 - % 7.77% 2.37% 411,649 733.51 680.57 26.85 24.91 0.00 0.00 11.3300 10.51   -32.28%   0.01% 30-Jun-2014 19.80 2.70 73.74 1.75 1.36% 0.00% 20-Aug-2014 19.66 2.68 73.22 1.74 1.37% 0.00%
30-Sep-2014 21-May-2014 31-Mar-2014 2 3,023,312 450,816 356,582 163,217 61,934 4,789,570 37.95% 11.79% 3.41% 412,894 732.22 681.44 39.53 36.79 15.00 13.96 11.6000 10.80   3.98%   49.85% 31-Mar-2014 19.70 2.69 49.84 1.70 2.01% 0.76% 21-May-2014 19.78 2.70 50.04 1.71 2.00% 0.76%
30-Sep-2014 19-Feb-2014 31-Dec-2013 1 2,586,837 409,828 326,536 156,972 - 4,715,364 - % 12.62% 3.33% 413,628 625.40 583.06 37.95 35.38 0.00 0.00 11.4000 10.63   25.19%   13.02% 31-Dec-2013 19.60 3.13 51.65 1.72 1.94% 0.00% 19-Feb-2014 20.00 3.20 52.70 1.75 1.90% 0.00%
30-Sep-2013 20-Nov-2013 30-Sep-2013 4 2,502,760 358,945 276,635 125,385 166,072 3,994,051 132.45% 11.05% 3.14% 415,182 602.81 564.11 30.20 28.26 40.00 37.43 9.6200 9.00   13.46%   -39.24% 30-Sep-2013 18.50 3.07 61.26 1.92 1.63% 2.16% 20-Nov-2013 20.00 3.32 66.23 2.08 1.51% 2.00%
30-Sep-2013 20-Aug-2013 30-Jun-2013 3 2,256,134 247,900 225,376 110,513 - 3,833,276 - % 9.99% 2.88% 415,306 543.25 508.52 26.61 24.91 0.00 0.00 9.2300 8.64   1.46%   -7.20% 28-Jun-2013 18.70 3.44 70.27 2.03 1.42% 0.00% 20-Aug-2013 18.26 3.36 68.62 1.98 1.46% 0.00%
30-Sep-2013 22-May-2013 31-Mar-2013 2 2,307,697 301,343 238,627 108,918 62,333 3,810,675 57.23% 10.34% 2.86% 415,558 555.32 520.14 26.21 24.55 15.00 14.05 9.1700 8.59   -21.58%   -2.80% 29-Mar-2013 18.10 3.26 69.06 1.97 1.45% 0.83% 22-May-2013 19.10 3.44 72.87 2.08 1.37% 0.79%
30-Sep-2013 20-Feb-2013 31-Dec-2012 1 2,399,654 377,603 291,796 138,893 - 3,897,656 - % 12.16% 3.56% 415,971 576.88 540.87 33.39 31.31 0.00 0.00 9.3700 8.79   -32.69%   -17.42% 31-Dec-2012 19.00 3.29 56.90 2.03 1.76% 0.00% 20-Feb-2013 18.58 3.22 55.65 1.98 1.80% 0.00%
30-Sep-2012 21-Nov-2012 30-Sep-2012 4 86,707 211,804 208,640 206,352 208,436 3,735,179 101.01% 240.63% 5.52% 416,872 20.80 19.54 49.50 46.51 50.00 46.98 8.9600 8.42   73.27%   -12.55% 28-Sep-2012 18.00 86.54 36.36 2.01 2.75% 2.78% 21-Nov-2012 17.74 85.29 35.84 1.98 2.79% 2.82%
30-Sep-2012 29-Aug-2012 30-Jun-2012 3 82,500 122,929 120,289 119,090 - 3,576,451 - % 145.80% 3.33% 416,835 19.79 18.60 28.57 26.84 0.00 0.00 8.5800 8.06   6.27%   -43.44% 29-Jun-2012 18.38 92.87 64.33 2.14 1.55% 0.00% 29-Aug-2012 18.96 95.80 66.36 2.21 1.51% 0.00%
30-Sep-2012 24-May-2012 31-Mar-2012 2 83,053 117,952 113,595 112,060 62,533 3,668,631 55.80% 136.77% 3.05% 416,889 19.92 18.72 26.88 25.26 15.00 14.09 8.8000 8.27   -33.37%   -39.32% 30-Mar-2012 18.68 93.77 69.49 2.12 1.44% 0.80% 24-May-2012 17.90 89.85 66.59 2.03 1.50% 0.84%
30-Sep-2012 22-Feb-2012 31-Dec-2011 1 84,281 172,959 169,419 168,185 - 3,802,298 - % 201.02% 4.42% 416,918 20.22 19.00 40.34 37.91 0.00 0.00 9.1200 8.57   -28.72%   13.41% 30-Dec-2011 17.46 86.37 43.28 1.91 2.31% 0.00% 22-Feb-2012 18.80 93.00 46.60 2.06 2.15% 0.00%
30-Sep-2011 23-Nov-2011 30-Sep-2011 4 74,253 229,039 239,804 235,962 334,460 3,679,067 141.74% 322.96% 6.41% 418,075 17.76 16.74 56.44 53.18 80.00 75.39 8.8000 8.29   12.08%   59.21% 30-Sep-2011 14.96 84.23 26.51 1.70 3.77% 5.35% 23-Nov-2011 16.20 91.21 28.70 1.84 3.48% 4.94%
30-Sep-2011 16-Aug-2011 30-Jun-2011 3 72,941 214,824 212,262 210,537 - 3,530,562 - % 291.01% 5.96% 418,313 17.44 16.44 50.33 47.45 0.00 0.00 8.4400 7.96   14.01%   4.68% 30-Jun-2011 17.12 98.18 34.02 2.03 2.94% 0.00% 16-Aug-2011 15.86 90.96 31.51 1.88 3.17% 0.00%
30-Sep-2011 25-May-2011 31-Mar-2011 2 69,776 190,574 186,717 184,665 62,782 3,310,743 34.00% 267.59% 5.58% 418,551 16.67 15.73 44.12 41.62 15.00 14.15 7.9100 7.46   24.52%   80.58% 31-Mar-2011 15.24 91.42 34.54 1.93 2.90% 0.98% 25-May-2011 16.22 97.30 36.76 2.05 2.72% 0.92%
30-Sep-2011 23-Feb-2011 31-Dec-2010 1 66,170 150,919 148,540 148,304 - 3,342,179 - % 224.48% 4.44% 418,819 15.80 14.91 35.41 33.43 0.00 0.00 7.9800 7.53   0.06%   28.00% 30-Dec-2010 16.90 106.97 47.73 2.12 2.10% 0.00% 23-Feb-2011 15.98 101.14 45.13 2.00 2.22% 0.00%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.


NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ Δ & YoY Δ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.


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  2 people like this.
 
sheldon This is the response to my open letter I got from the management of BK ...

Sorry for the late reply.

BKB has been investing in several property development projects in Australia with further capital commitments and BKB is also looking into other investment opportunities. Besides, BKB Chemical Group is embarking on several projects i.e. building on-site co-generation as reported in last year’s annual report and investing in better technology in its key process in the chlor-alkali operation.

Save for the above, the DRP will provide shareholders the opportunity to enhance their equity participation in the Company at a discounted price over long term.


Best regards,


Goh Swee Eng

Chief Financial Officer/Company Secretary
11/12/2019 11:04 AM
DickyMe Even then it does not justify around 80% capital erosion.
11/12/2019 7:07 PM
sheldon DickyMe - I'm trying to get some info on this erosion which I think is quite possible.

Could you provide some link or reference on this matter?
12/12/2019 9:07 AM
DickyMe I have searched the net but unavailable. Only source is old newspaper.(early 1980), I remember looking at the stocks section - The Star. I don't have the paper now. That's almost 40 years ago.
12/12/2019 10:29 AM
DickyMe WSJ's website historical price begins from June 1994
https://quotes.wsj.com/MY/XKLS/1899/historical-prices

Then it was around RM 2.xxx
12/12/2019 10:45 AM
DickyMe There are some protected research papers and books about Malaysian stocks from 1970s.

Perhaps this link may provide the information if you want to dig deeper
https://www.sciencedirect.com/science/article/pii/S2214845015300703#bib17. Wiley Online Library requires registration, I pass on it.
12/12/2019 11:11 AM
sheldon tq DickyMe
12/12/2019 4:08 PM
sheldon WSJ historical prices reveal some interesting stats.

Based on June 94 price of 2.40 vs Dec 2019 price of 16.60, compounded annual gain (excluding the handsome intermittent dividends) = 7.9%!

If we compare June 94 to Dec 2016, then the gain is 9.4%!!

I hope somebody invents a time tunnel.
12/12/2019 4:45 PM
Rwkl Fell from $100?ll
Wow....1lot,more than 100k? Not many could even dream buying.
I can’t ever recollect that price”
13/12/2019 5:38 PM
sheldon BK main man Tan Sri Dato Lee has been picking up a couple of lots but because of trading illiquidity, that was enough for the share to climb precipitously.

Just speculating - Maybe he wants shareholders to pay more for the DRP
13/12/2019 9:50 PM
LouiseS Batu Kawan derives most of its profits from KLK, which is its own subsidiary. It is also involved in chemicals manufacturing. Batu Kawan's earning performance has been overall decreasing in last five years, whereby its earning per share overall decreased from 126.9 sen to 116 sen. Return on equity is around 7%. Dividend paid to shareholders in 2018 is 55 sen per share. Dividend yield is around 3.3%.

https://louisesinvesting.blogspot.com/2019/12/comments-on-batu-kawan-berhad-1899.html
15/12/2019 11:16 PM
sheldon The devil's in the details but in a nutshell ...

BK is primarily driven by CPO prices given the big chunk of dividends it receives from KLK.

However it is somewhat mitigated by the oppositely correlated impact on downstream oleo chemicals that enjoy improved margins at lower CPO.

Then there's the earnings from industrial chemicals and smaller stuff from property development.
16/12/2019 5:49 AM
Cipta It is logical to keep only one co listed which its business overlapping. A big saving to the holding co if taking either one private.
16/12/2019 10:10 PM
sheldon CPO rise is strangely meteoric but who's complaining!
27/12/2019 3:37 PM
sheldon Is the drop due to some nut making idiotic statements resulting in us losing the high-margin refined palm oil oleo-chemical business?
10/01/2020 5:44 PM
danielleesing ipoh-based Batu Kawan Bhd is widely known as the parent company of locally listed plantation giant Kuala Lumpur Kepong Bhd (KLK). However, many may not know that Batu Kawan is also Malaysia’s largest producer of chlor-alkali chemical products, which include chlorine, caustic soda and hydrochloric acid.

Its chemical plants in Perak and Terengganu have an annual production capacity of 116,000 tonnes of caustic soda. These factories run at an average utilisation rate of close to 90%. The group’s market share is estimated at 55% to 60%.

To be sure, the bulk of Batu Kawan’s profit comes from KLK. Even so, profit attributable to Batu Kawan’s shareholders grew to RM825.2 million in FY2016 from RM483.7 million in FY2013, translating into a three-year compound annual growth rate of nearly 20%. While KLK’s is slightly more impressive at 20.2%, we had imposed a penalty on KLK in The Edge Billion Ringgit Club calculations as its FY2015 net profit fell below the FY2013 base year, resulting in Batu Kawan coming just ahead of KLK for the 2017 BRC award for highest growth in profit after tax over three years.
15/01/2020 1:30 PM
LouiseS Based on comparison of 44 plantation counters listed in Bursa Malaysia, BATU KAWAN is shown to be one of the TOP 8 plantation counters worthy to pay attention to and potentially invest in. BATU KAWAN stands out in performance indicators such as having consistently high earning per share (> 50 sen per share), high NTA per share (RM 14.4 per share) and relatively low P/E ratio of ~20.

https://louisesinvesting.blogspot.com/2020/01/comparison-of-major-plantations.html
20/01/2020 12:28 PM
Cipta Batu Kawan's bleaching earth is dominant in local Palm Oil refinery.
Her subsidiaries' Syntomer is dominant in synthetic Glove manufacturing.
22/01/2020 1:18 PM
sheldon I guess no DRIP take up this round in view of the steep decline in the share price.
31/01/2020 12:22 PM
mf European markets turn negative as coronavirus fears overpower stimulus momentum
19/03/2020 10:58 PM
sheldon The incentive to buy now is the probable 15 sen dividend to be announced in May - a yearly affair (unless management decides that the Co wants to hoard cash)
02/04/2020 3:42 PM
sheldon Come on brother!
Declare that 15 sen dividend.
Go on!
I haven't got all day.
18/05/2020 6:13 AM
sheldon A massive volume by B.Kawan standards with a more than 50k shares purchased at RM14!
27/05/2020 10:02 AM
ttluck It's time to rebound back.. MCO lifted.. Post economy stimulus plan.... India buying back...
04/06/2020 11:51 AM
mf AstraZeneca Reaches Vaccine Supply Deal With Four EU Nations
14/06/2020 7:09 PM
sheldon The good thing management did was to cancel all 10% treasury shares bought and now they're buying back some more heading foe another 10%.

Well done!!
16/06/2020 11:34 AM
pontianak The forest open burning & subsequently anti palm oil campaign by the west really didn’t do good to this industry. If this industry can rise again like the olden days, Malaysia economy be on stronger footing.
23/06/2020 10:44 PM
mf Chaos in Parliament as PM puts forward motion to remove speaker
13/07/2020 1:02 PM
pushparaj Another gem like, "UNITED PLANTATIONS"
19/08/2020 5:59 PM
icecool https://www.theedgemarkets.com/article/batu-kawan-3q-net-profit-spikes-318-largely-due-forex-gain
19/08/2020 7:47 PM
kasim Like never before, billboards have been erected at estates and mills, advertisements placed in the media, and intense engagement with the authorities to entice locals are done on a regular basis,
09/09/2020 10:04 AM
kasim Response thus far has been lukewarm but we have not given up hope. In absence of any success, we may have to plead to the government for help
09/09/2020 10:04 AM
Tashan Applause
21/09/2020 2:18 PM
Gtrade Harga CPO lambung lagi
Makan roti tak perlu lagi
Pekebun sawit senyum di hati
Buang kancil XT70 dah mari
22/09/2020 10:29 AM
sheldon Saya harap serentak dengan harga CPO, dividen pun akan melambung naik.
05/11/2020 9:30 PM
sheldon What a shitty acquisition of CCM!

No sane person would pay such a huge price for such a badly run co.
17/11/2020 10:35 PM
i3gambler I look at it this way.
If the deal is bad or just to help PNB,
Then why not KLK buy it?
18/11/2020 8:25 AM
Plantermen Totally unacceptable a well run company Batu Kawan { KLK } buying a shit and paying a Premium during this covid outbreak. EGM please voice out
18/11/2020 8:32 AM
i3gambler Aiyo, tell you another example.

TAANN bought 30.5% equity in SWKPLNT at RM2.00 at quite big premium to market price in early Year 2018.

The estate and mill were badly managed then that the average monthly FFB production was way below 20K mT.

After TAANN joined in the management since then, the average monthly FFB production increase consistently until it is now at 28.2K mT.
18/11/2020 9:34 AM
Chua Zhi En I guess because of Bkawan still have room to drag down their performance if u compare it with KLK. Bkawan is still cheap so affordable to take higher risks on investment but KLK is relatively expensive, another bad decision will cause KLK turn haywire and considering KLK is a KLCI components stock.
18/11/2020 12:46 PM
sheldon For the Tunku who sits on the board, it's a win-win deal. She only holds 1000 shares of BK but her father holds 337,500 KLK shares (per 2018 Annual Report).

To pay cash for CCM, KLK has to declare a massive dividend & her family will be laughing all the way to the bank.

So guys, due to this bailout, don't expect a generous dividend at BK level .

Downside risk we bear but any windfall, others get the benefit.
18/11/2020 1:54 PM
sheldon It's too late i guess.

I wonder how come the board is given such wide powers to make such a huge commitment without requiring EGM approval.

It's like Pearl Harbour sneak attack haha.
19/11/2020 4:36 PM
LongTermInvestor8 Price correction coming as shown in TA chart. RSI at 80% all time high. MACD all time high and about to cross like previous crossing. Volume down
22/11/2020 4:20 PM
dailyklse2010 Cash rich company, keep buying back. No signal for correction due company obviously support the price. Company have highlight the better profit in coming YR2021. YR2020 104 EPS, YR2020 120 or higher ?
26/11/2020 1:44 PM
sheldon A massive amount of BK shares bought at 17.60.

What's happening?
02/12/2020 3:37 PM
Chua Zhi En A to B pocket I guess? lol
02/12/2020 5:43 PM
sheldon Ah yes - the share goreng which we're world famous for.
03/12/2020 3:08 PM
sheldon Shitty dividends given the sterling CPO performance
09/12/2020 10:33 PM
Chua Zhi En because they need to use excess fund to takeover CCM?
09/12/2020 11:29 PM
sheldon I think so - smells a rat
24/12/2020 9:36 AM