Highlights
KLSE: BKAWAN (1899)       BATU KAWAN BHD MAIN : Plantations
Last Price Today's Change   Day's Range   Trading Volume
16.72   -0.04 (0.24%)  16.72 - 16.74  15,700
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Financials


Market Cap: 7,289 Million

Market Cap 7,289 Million
NOSH 436 Million

Latest Audited Result:  30-Sep-2018

Latest Audited Result: 30-Sep-2018
Announcement Date 31-Dec-2018
Next Audited Result: 30-Sep-2019
Est. Ann. Date: 31-Dec-2019
Est. Ann. Due Date: 28-Mar-2020

Latest Quarter:  31-Mar-2019 [#2]

Latest Quarter: 31-Mar-2019 [#2]
Announcement Date 15-May-2019
Next Quarter: 30-Jun-2019
Est. Ann. Date: 14-Aug-2019
Est. Ann. Due Date: 29-Aug-2019
QoQ | YoY   -41.98%  |    -27.76%

Annual (Unaudited) ( EPS: 106.77, P/E: 15.66 )

Revenue | NP to SH 18,966,357  |  465,476
RPS | P/RPS 4,350.57 Cent  |  0.38
EPS | P/E | EY 106.77 Cent  |  15.66  |  6.39%
DPS | DY | Payout % 13.81 Cent  |  0.83%  |  12.93%
NAPS | P/NAPS 15.13  |  1.11
YoY   -20.65%
NP Margin | ROE 4.88%  |  7.06%
F.Y. | Ann. Date 30-Sep-2018  |  14-Nov-2018

T4Q Result ( EPS: 90.33, P/E: 18.51 )

Revenue | NP to SH 17,093,577  |  393,780
RPS | P/RPS 3,920.99 Cent  |  0.43
EPS | P/E | EY 90.33 Cent  |  18.51  |  5.40%
DPS | DY | Payout % 13.70 Cent  |  0.82%  |  15.16%
NAPS | P/NAPS 13.33  |  1.25
QoQ | YoY   -7.18%  |    -23.31%
NP Margin | ROE 4.54%  |  6.78%
F.Y. | Ann. Date 31-Mar-2019  |  15-May-2019

Annualized Result ( EPS: 99.08, P/E: 16.88 )

Revenue | NP to SH 16,597,168  |  431,944
RPS | P/RPS 3,807.12 Cent  |  0.44
EPS | P/E | EY 99.08 Cent  |  16.88  |  5.93%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   -20.99%  |    -24.92%
NP Margin | ROE 5.51%  |  7.43%
F.Y. | Ann. Date 31-Mar-2019  |  15-May-2019


Hints :
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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-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 1,024.91 935.79 19.92 18.19 15.00 13.70 14.6000 13.33   -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 1,055.59 967.77 34.19 31.35 0.00 0.00 15.7900 14.48   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 1,077.27 991.48 17.75 16.34 0.00 0.00 16.4400 15.13   -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 1,025.95 26.55 24.45 0.00 0.00 16.1800 14.90   -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 1,107.86 27.32 25.18 15.00 13.82 15.8700 14.63   -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 1,225.29 44.21 40.81 0.00 0.00 16.4900 15.22   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 1,216.10 35.88 33.26 45.00 41.71 16.6300 15.42   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 1,149.87 19.97 18.53 0.00 0.00 16.3500 15.17   -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 1,285.45 40.34 37.46 15.00 13.93 16.3800 15.21   -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 1,291.41 48.77 45.31 0.00 0.00 15.9300 14.80   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 1,069.18 48.00 44.67 40.00 37.22 15.0100 13.97   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% 405,885 996.20 927.50 36.58 34.06 0.00 0.00 14.1800 13.20   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% 405,997 939.53 874.97 23.26 21.66 15.00 13.97 14.0800 13.11   -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 1,020.82 95.38 88.89 0.00 0.00 14.6300 13.63   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% 407,533 991.82 927.17 28.30 26.46 35.00 32.72 13.8000 12.90   -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% 407,874 892.22 834.76 32.28 30.20 0.00 0.00 12.6900 11.87   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% 408,143 774.15 724.77 29.62 27.73 15.00 14.04 12.1600 11.38   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% 408,501 786.91 737.36 28.63 26.83 0.00 0.00 11.9200 11.17   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% 411,177 698.01 658.34 22.09 20.83 45.00 42.44 11.3300 10.69   -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% 411,649 733.51 692.62 26.85 25.35 0.00 0.00 11.3300 10.70   -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% 412,894 732.22 693.50 39.53 37.44 15.00 14.21 11.6000 10.99   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% 413,628 625.40 593.38 37.95 36.01 0.00 0.00 11.4000 10.82   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% 415,182 602.81 574.09 30.20 28.76 40.00 38.09 9.6200 9.16   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% 415,306 543.25 517.52 26.61 25.35 0.00 0.00 9.2300 8.79   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% 415,558 555.32 529.35 26.21 24.98 15.00 14.30 9.1700 8.74   -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% 415,971 576.88 550.44 33.39 31.86 0.00 0.00 9.3700 8.94   -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 19.89 49.50 47.33 50.00 47.81 8.9600 8.57   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 18.92 28.57 27.32 0.00 0.00 8.5800 8.20   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 19.05 26.88 25.70 15.00 14.34 8.8000 8.42   -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 19.33 40.34 38.58 0.00 0.00 9.1200 8.72   -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 17.03 56.44 54.13 80.00 76.72 8.8000 8.44   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 16.73 50.33 48.29 0.00 0.00 8.4400 8.10   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 16.01 44.12 42.36 15.00 14.40 7.9100 7.59   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 15.18 35.41 34.02 0.00 0.00 7.9800 7.67   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%
30-Sep-2010 29-Nov-2010 30-Sep-2010 4 57,263 147,549 148,403 148,212 211,429 3,158,755 142.65% 259.16% 4.69% 422,858 13.54 13.14 35.05 34.00 50.00 48.50 7.4700 7.25   -26.31%   39.47% 30-Sep-2010 12.28 90.68 35.04 1.64 2.85% 4.07% 29-Nov-2010 15.60 115.20 44.51 2.09 2.25% 3.21%
30-Sep-2010 18-Aug-2010 30-Jun-2010 3 55,324 203,223 201,791 201,116 - 3,108,117 - % 364.74% 6.47% 424,026 13.05 12.69 47.43 46.13 0.00 0.00 7.3300 7.13   96.67%   97.50% 30-Jun-2010 10.80 82.78 22.77 1.47 4.39% 0.00% 18-Aug-2010 11.60 88.91 24.46 1.58 4.09% 0.00%
30-Sep-2010 26-May-2010 31-Mar-2010 2 55,470 104,550 102,736 102,260 63,806 3,007,396 62.40% 185.21% 3.40% 425,374 13.04 12.72 24.04 23.46 15.00 14.64 7.0700 6.90   -11.74%   19.81% 31-Mar-2010 10.68 81.90 44.43 1.51 2.25% 1.40% 26-May-2010 10.40 79.75 43.26 1.47 2.31% 1.44%
30-Sep-2010 24-Feb-2010 31-Dec-2009 1 56,369 117,182 116,265 115,864 - 3,073,247 - % 206.26% 3.77% 425,657 13.24 12.93 27.22 26.58 0.00 0.00 7.2200 7.05   9.03%   163.95% 31-Dec-2009 10.28 77.63 37.77 1.42 2.65% 0.00% 24-Feb-2010 10.08 76.12 37.03 1.40 2.70% 0.00%
30-Sep-2009 24-Nov-2009 30-Sep-2009 4 55,922 110,289 107,314 106,268 127,879 2,958,282 120.34% 191.90% 3.59% 426,265 13.12 12.83 24.93 24.38 30.00 29.33 6.9400 6.79   4.36%   -18.21% 30-Sep-2009 9.26 70.58 37.14 1.33 2.69% 3.24% 24-Nov-2009 10.12 77.14 40.59 1.46 2.46% 2.96%
30-Sep-2009 26-Aug-2009 30-Jun-2009 3 61,751 99,677 100,755 101,829 - 2,814,369 - % 163.16% 3.62% 426,419 14.48 14.16 23.88 23.36 0.00 0.00 6.6000 6.46   19.30%   -15.81% 30-Jun-2009 8.85 61.11 37.06 1.34 2.70% 0.00% 26-Aug-2009 9.30 64.22 38.94 1.41 2.57% 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.


Analyze this stock with MQ Trader system
  2 people like this.
 
joetay @stock kingdom,

i alrdy gave warning but still got jokers believe in chief joker @calvintaneng and refuse to acknowledge the signs. best is this @chongyu, claim to have 30 yrs experience in plantation industry but actually he doesnt know much after i probe him on fertilizer component prices.
15/08/2017 8:42 PM
Stock Kingdom Calvin, your judgement on palm oil is totally out of way. Not only you don't know how palm oil estates run, you don't know palm oil industry. In fact, you also don't know the relationship between palm oil, soy bean oil, biofuel & crude oil.
17/08/2017 12:34 AM
joetay @stock kingdom,

thats why he is very quiet on palm oil stocks this week.

anyway, those who buy on recommendations/advise do so at their own risks. best is to do own research and intelligence gathering.
17/08/2017 8:24 AM
sheldon Anticipating with glee the usual big dividend announcement in Sep quarterly. Unfortunately it's a long fuse that is paid only in Mar 2018.
12/10/2017 4:19 PM
MWDH SP go up so what? Do they care about Shareholders ?
26/10/2017 7:56 AM
MWDH making more n more money! But div stays the same
26/10/2017 7:57 AM
sheldon These guys that run the show are extremely conservative but I've no complaints.

The low dividend is more than adequately covered by the 7.6% shares bought-back. I have not come across any other PLC with such a significant treasury shareholding.
26/10/2017 12:29 PM
27/10/2017 12:06 AM
sheldon A handsome dividend!
23/11/2017 4:46 PM
888newbie yes. very good management. honest and responsible.
30/11/2017 3:28 PM
sheldon Why DRIP?? Bad move!!
15/01/2018 12:04 PM
DickyMe "Palm oil is a major industry in Southeast Asia. Indonesia and Malaysia employ 3.5 million people to produce 85 per cent of the world’s palm oil with export values exceeding US$40 billion annually."

3.5 million workers but 99% not Malaysians but foreign workers

"With Southeast Asian economies in the balance – especially Indonesia and Malaysia – the fruit producers must address growing concerns about environmental and employee abuses without losing their competitive edge"

Blatant open burning of plantation fields which causes environment pollution, land grabbing which contributes to homelessness and city squatting. and unemployment, when citizens are shoved aside in favour cheap foreign workers.

Toxic greed have met divine intervention and soon palm plantation will follow the fate of rubber.
29/01/2018 10:16 AM
DickyMe "The latest crisis to face the industry’s reputation came this week as European Union lawmakers on Wednesday agreed to draft measures that seek to phase out the use of palm oil as biofuel by 2021. The move sparked fear in smallholders, who account for about 40 per cent of global palm oil production. Hundreds took to the streets in Kuala Lumpur this week to protest against the EU’s changes, saying the decision threatens their livelihoods."

IMPORTANT POINT OF INTEREST

"...draft measures that seek to phase out the use of palm oil as biofuel by 2021. "
29/01/2018 10:24 AM
sheldon I think the underlying motive is partly money. One research said that they should ban butter because the cows that produce the milk which is churned into butter, collectively has a fart that causes massive increases in greenhouse gases.

Would they take such a drastic step to stop consumption and put a lot of farmers into the poor house? No way!!!
04/02/2018 10:59 PM
sheldon Anyone going to the AGM?
07/02/2018 5:15 PM
mf No
08/02/2018 11:16 PM
sheldon I attended the AGM and came out feeling good about the co. According to the chairman, the Europe ban on palm oil in 2021 is only for the diesel content. They would require all members to vote (uncertain as to whether a unanimous or majority consent required).

Any way there's a lot of vested interest at individual country level including Malaysia buying their goods and countries involved in the production of palm diesel. The following report explains the dynamics and reveal some relevant data. Read em..

https://www.transportenvironment.org/sites/te/files/publications/2016_11_Briefing_Palm_oil_use_continues_to_grow.pdf
19/02/2018 10:52 PM
enigmatic [Breaker of Speculative Investing] why isn't anyone interested in this stock? price is at its lowest this year. it has been consistently paying dividends too, in fact sometimes more than KLK.
24/07/2018 12:59 AM
sheldon KLK is trading at 24++.
Batu Kawan, trading at 17++, enjoyed current quarter profits, YTD profits, PE and dividend yield far better than KLK.
15/08/2018 3:44 PM
sheldon Good to see a lot of share buybacks
23/10/2018 2:50 PM
sheldon How come no dividend announcement?
16/11/2018 10:21 AM
sheldon ok - just checked with the Co - dividend announcement in Dec due to changes in cos act
16/11/2018 10:38 AM
sheldon Looks like shareholders of B Kawan are the strong & silent type. I seem to be the only one raising issues here. I feel like I'm talking to a wall. haha
16/11/2018 11:21 AM
dnlt *sheldon*, Thanks for checking the dividends with the company. KLK too did not announce the dividends yet.
16/11/2018 1:02 PM
Cipta treasury share close to 10%, perhaps BOD can consider distribute it as dividen?
16/11/2018 6:25 PM
sheldon Welcome dnlt.

Cipta - I prefer that the Co cancels the treasury share & go for a capital reduction. Less shares, the better the ROE & EPS.
17/11/2018 3:02 PM
Cipta canceling treasury share may not push up the share price since liquidity becomes lower.
Cancelling treasury share won't create cash to co and shareholders. But distribute it to shareholders will create cash flow to small holders like me. If BKawan distribute 1 treasure for 10 shares, it will be a fat dividends to me. :)
17/11/2018 9:26 PM
sheldon Distribution of treasury shares = bonus shares - it just cuts the cake into smaller pieces. Hence there'll be a drop in share price. Even dividends per share will be much smaller because there'll be too many shares to pay feed dividends.

Share price trades at a relatively fixed multiple to it's earnings. EPS will be diluted and share price will also fall on that basis.

B. Kawan shares after all the painstaking accumulation over the years will be wasted if redistributed.
17/11/2018 10:44 PM
Cipta distribution of treasury share is not bonus issue. The total of share issued is not increase nor diluted EPS.
19/11/2018 9:57 AM
sheldon Actually the effect is like a bonus issue because what was once taken out of circulation is re-issued back to shareholders. The resultant earnings diluted because it is divided by a wider share base.
19/11/2018 4:50 PM
Cipta According to EMH, liquidity will increase the market efficiency. As we can see recently delisted few companies which has low P/E and share price below NAV.
Increase of EPS by cancelling treasury share may not transform to share price close to its actual value. However, distribute it as dividen (if 1 to 10 ratio) will increase its DIY and liquidity. It will create cash flow to shareholders as well.
21/11/2018 6:35 PM
LouiseS The EPS increased 19.7% compared to 2013.
04/12/2018 3:36 PM
sheldon A lot of share buybacks - that's a v good move!
10/12/2018 11:03 PM
Cipta positive way to think: the management view the current price is underestimate the co value.
11/12/2018 2:10 PM
sheldon Also if the co which we own are buying, it's something like we're buying the shares ourselves.
11/12/2018 4:31 PM
Choivo Capital if you value KLK at market value, than yes, it is undervalued.

but i think KLK is way too expensive to begin with. I'll only buy it if it was 50% cheaper.

in which case, not that cheap anymore.
13/12/2018 6:47 PM
sheldon Choivo Capital if you value KLK at market value, than yes, it is undervalued.
but i think KLK is way too expensive to begin with. I'll only buy it if it was 50% cheaper.
in which case, not that cheap anymore.

If you're interested in KLK, then buy Batu Kawan - better value for the earnings
13/12/2018 10:43 PM
Rwkl Sheldon, Choivo is saying KLK is way overpriced and Bkawan is not too far behind.
Anyone going to the AGM.
10/01/2019 7:28 PM
NaasifBaik worth buy in bkawan?
18/01/2019 5:06 PM
neverlose how long can i hold bkawan for?
18/01/2019 5:38 PM
Weeah Wang worth to buy in bkawan?
24/01/2019 3:39 PM
matg Post removed. Why?
24/01/2019 3:45 PM
LouiseS The EPS fluctuated considerably in last five years, from 115 to 203 sen per share, PE around 15, ROE around 6.5% and dividend yield 3.29%

https://louisesinvesting.blogspot.com/2019/01/preliminary-screening-of-counters-with_25.html
26/01/2019 12:49 PM
sheldon There was a RM696m drop in AFS investment. It was clarified to me that the drop was due to decline in price of shares of a company listed on London Stock Exchange, invested by KLK.
19/02/2019 11:35 AM
Cipta Anyone here attend AGM? any story from there?
19/02/2019 5:28 PM
James Ng https://klse.i3investor.com/blogs/general/201242.jsp
[转贴] [BATU KAWAN BHD:如果毛棕榈油价格能够持续恢复,那么2019财政年度集团种植园的利润前景将会令人满意,预计巴都加湾的油脂化学业务将通过提高产能利用率和提高利润率来维持其业绩] - James的股票投资James Share Investing
06/04/2019 2:11 PM
Got Offfer From UBS Shanghai - Bye Bye This company looks very interesting too me... But gearing seems a bit on the high side..
07/04/2019 12:45 PM
Sami_Value palm oil, if recovering will have a very broad +ve impact to our public pockets....last weekend, the FFB price was only at RM280/ton.
08/04/2019 8:21 AM
casion911 wqeawk
17/04/2019 5:14 PM
sheldon Interim dividend announcement around the corner
14/05/2019 3:42 PM