SNAP SHOT ABOUT TDM

TDM develops and manages 16 estates at the following locations:-

• Sungai Tong Complex, Terengganu- Estates : Jaya, Fikri, Tayor and Pelung

• Bukit Besi Complex, Terengganu - Estates : Gajah Mati, Majlis Agama Islam, Pinang Emas and Jerangau

• Kemaman Complex, Terengganu - Estates : Air Putih, Tebak, Jernih and Pelantoh

• Nanga Pinoh, Kalimantan Barat : North 1, North 2, South 1 & South 2

Currently, the Group has a total of 44,198 hectares of planted oil palm land for its plantations in Terengganu, Malaysia and Kalimantan Barat, Indonesia.

The Group also own operates three palm oil mills are located in Sungai Tong and Kemaman in Terengganu and Nanga Pinoh, Kalimantan Barat.

In 2011, the group opened its first bio-composting plant to convert empty fruit bunches (EFB) of oil palm into bio-organic fertiliser for use in its estates. The plant, which is located in Sungai Tong, Terengganu is able to produce up to 29,000 metric tonnes of fertiliser per annum.

The second bio-composting plant in Kemaman, Terengganu, has a capacity to produce up to 32,000 metric tonnes of fertiliser annually.

The two plants will be able to reduce the group’s dependency on chemical fertilisers and help to manage waste in a more sustainable manner.

Source obtain from https://www.tdmberhad.com.my/#2

On top of that, TDM do operate healthcare business.

The Healthcare division involves activities such as provision of healthcare consultancy and operation of specialist medical centres. It owns four community specialist hospitals, namely Kelana Jaya Medical Centre (KJMC) in Petaling Jaya, Selangor; Kuantan Medical Centre (KMC) in Kuantan, Pahang; Kuala Terengganu Specialist Hospital (KTS) in Kuala Terengganu, Terengganu and Taman Desa Medical Centre (TDMC) in Kuala Lumpur.

Above Financial highlight obtain from the TDM annual report.

Top 30 Major Shareholders 

Top 30 major shareholder listing obtain from Annual Report.

Please click below linkage to download ;

http://tdm.irplc.com/investor-relations.html

Let take a look who are key or important shareholder who is holding TDM : 

FUND HOUSES such as Public Islamic Opportunities Fund, Kumpulan Wang Persaraan, Public Strategic SmallCap Fund, Lembaga Tabung Amanah Warisan Negeri Terengganu, Public Islamic Treasures Growth Fund and etc.

FINANCIAL SNAPSHOT : 

NTA : 0.66

NET GEARING RATIO : 0.48

PE : 13.86

Catalyst : 

1. China going to buy more Palm oil as part of ECRL DEAL. Further information can be obtain by clicking this linkage : https://www.thestar.com.my/business/business-news/2019/04/08/ecrl-deal-with-china-to-include-palm-oil-buy/

2. In the event the ECRL talks lead to higher CPO price, CIMB Research said it will be positive for upstream planters and Malaysia’s current account surplus.

The higher CPO prices would help boost plantation earnings and/or defray costs from higher minimum wage, it added.

“Our economist estimates that every five per cent increase in palm oil export volumes, assuming palm oil prices remain constant, could raise Malaysia’s current account surplus by RM2 billion or 0.14 per cent of gross domestic product,” CIMB Research said.

“We are keeping our 2019 average CPO price forecast of RM2,400 per tonne intact and Neutral rating on sector.”

Source obtain from : https://www.nst.com.my/business/2019/04/477565/ecrl-deal-including-palm-oil-purchase-malaysia-positive-move

Personal opinion, base on current FCPO PRICE 12 April 2019 closing price 2166, If FCPO PRICE REACH 2400, that translate to approximately 10% upside of current price.

3. Prime Minister Dr Mahathir Mohamad today urged the local palm oil industry to join the ranks of countries already using B20 biodiesel fuel such as Indonesia.

Noting that Indonesia had standardised the use of B20 biodiesel since January 2016, he said players in the Malaysian palm oil industry must be brave enough to explore new markets and prove that the country’s palm oil quality is one of the best. 

Source Obtain from https://www.freemalaysiatoday.com/category/nation/2018/12/11/malaysia-must-achieve-use-of-b20-biodiesel-by-2020-says-dr-m/

4. Accumulation Behaviour Detected base on chart

Accumulation Price noted happened at 0.165

Resistance : 0.235 ; 0.245, 0.32

5. Transformation of HealthCare is a good move to diverisfy from Palm Oil Plantation. 

Let take KPJ PE 25 as benchamark and we give 30% discount which equal to 17.

Where else planatation sector for those profitable counter, PE range from around 18- 40. Let take PE 25 as average PE and we give 30% discount equal to 17.

However, due to this is loss making company, there is no PE available unless you want to derive - PE which i think is meaningless.

If, palm oil future outlook turn to be bullish, DEFINITELY this will be one of the counter benefit from the rise of FCPO price.

5. Zainal Abidin Shariff Being appointed as CEO TDM.

More infomation about him can be obtain by clicking this linkage : http://www.utusan.com.my/bisnes/ekonomi/zainal-abidin-ceo-baharu-kumpulan-tdm-1.874883

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日期： 18 April 2019

时间： 2.30p.m- 4.30 p.m

语言： 华语

地点： Level 2, P-16, Icon City, No: 1B, Jalan SS8/39, Petaling Jaya, 47300, Selangor

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大马投资分享会

日期： 21 April 2019

时间： 1.30p.m- 5.00 p.m

语言： 华语

地点: B-2-13A Plaza Arkadia,No 3, Jalan Intisari Perdana, Desa ParkCity,Kuala Lumpur

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Disclaimer: Above article is for educational sharing purpose. Kindly consult your dealer/remisier for any investment advise before you make any decision. Trade at your own risk.