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Stock
2021-10-20 19:15 | Report Abuse
Today’s performance:
CPO + 2.5% $5303 (nov)
Counters without EPF and KWAP :
THplant +14.5%
Bplant. +4.9%
Mhc. +3.8%
Cepat. +1.3%
Big cap /counters with EPF/KWAP as shareholders:
Simepltn - 1.4%
IOI. - 0.74%
Genp. - 1.83%
Klk. +0.35%
Taann. - 2.74%
Swkpltn. Unchanged
SOP. +. 0.77%
I believe EPF and /or KWAP are still selling down today . Only local retailers and some corporates are absorbing the selling and that’s not enough to move price to reflect the robust fundamental of CPO .
Stock
2021-10-20 19:15 | Report Abuse
Today’s performance:
CPO + 2.5% $5303 (nov)
Counters without EPF and KWAP :
THplant +14.5%
Bplant. +4.9%
Mhc. +3.8%
Cepat. +1.3%
Big cap /counters with EPF/KWAP as shareholders:
Simepltn - 1.4%
IOI. - 0.74%
Genp. - 1.83%
Klk. +0.35%
Taann. - 2.74%
Swkpltn. Unchanged
SOP. +. 0.77%
I believe EPF and /or KWAP are still selling down today . Only local retailers and some corporates are absorbing the selling and that’s not enough to move price to reflect the robust fundamental of CPO .
Stock
2021-10-20 19:14 | Report Abuse
Today’s performance:
CPO + 2.5% $5303 (nov)
Counters without EPF and KWAP :
THplant +14.5%
Bplant. +4.9%
Mhc. +3.8%
Cepat. +1.3%
Big cap /counters with EPF/KWAP as shareholders:
Simepltn - 1.4%
IOI. - 0.74%
Genp. - 1.83%
Klk. +0.35%
Taann. - 2.74%
Swkpltn. Unchanged
SOP. +. 0.77%
I believe EPF and /or KWAP are still selling down today . Only local retailers and some corporates are absorbing the selling and that’s not enough to move price to reflect the robust fundamental of CPO .
Stock
2021-10-20 19:13 | Report Abuse
Today’s performance:
CPO + 2.5% $5303 (nov)
Counters without EPF and KWAP :
THplant +14.5%
Bplant. +4.9%
Mhc. +3.8%
Cepat. +1.3%
Big cap /counters with EPF/KWAP as shareholders:
Simepltn - 1.4%
IOI. - 0.74%
Genp. - 1.83%
Klk. +0.35%
Taann. - 2.74%
Swkpltn. Unchanged
SOP. +. 0.77%
I believe EPF and /or KWAP are still selling down today . Only local retailers and some corporates are absorbing the selling and that’s not enough to move price to reflect the robust fundamental of CPO .
Stock
2021-10-20 14:30 | Report Abuse
Sovereign funds I referred to are EPF, KWAP etc
Stock
2021-10-20 14:29 | Report Abuse
Sovereign funds I referred to are EPF, KWAP etc
Stock
2021-10-20 14:29 | Report Abuse
Sovereign funds I referred to are EPF, KWAP etc
Stock
2021-10-20 14:28 | Report Abuse
Sovereign funds I referred to are EPF, KWAP etc
Stock
2021-10-20 14:27 | Report Abuse
Sovereign funds I referred to are EPF , KWAP etc
Stock
2021-10-20 14:27 | Report Abuse
Sovereign funds I referred to are EPF . KWAP etc
Stock
2021-10-20 14:25 | Report Abuse
Sovereign funds I referred to are EPF , KWAP etc
Stock
2021-10-20 14:24 | Report Abuse
The small cap and 2nd liners plantation counters are making good progress in their share price increase, But the big cap or counters where Sovereign funds holding significant stakes are having poor showing ! The sector overall lackluster performance (share price wise ) is predominantly due to the dampening effect of the fund continuous sell down despite robust earnings in this sector.
Counters where sovereign funds are not shareholders:
Bplant, THplant, MHC, cepat, etc
Counters with low shareholding from Sovereign funds:
Taann
HSplant
Sop
Swkpltn
For Taann and SOP, I think the funds shall complete the disposal by oct/Nov. Good chance for these counters to perform soon.
Counters where Sovereign funds hold substantially:
Simepltn.
IOI
Genp
Klk
Stock
2021-10-20 14:24 | Report Abuse
The small cap and 2nd liners plantation counters are making good progress in their share price increase, But the big cap or counters where Sovereign funds holding significant stakes are having poor showing ! The sector overall lackluster performance (share price wise ) is predominantly due to the dampening effect of the fund continuous sell down despite robust earnings in this sector.
Counters where sovereign funds are not shareholders:
Bplant, THplant, MHC, cepat, etc
Counters with low shareholding from Sovereign funds:
Taann
HSplant
Sop
Swkpltn
For Taann and SOP, I think the funds shall complete the disposal by oct/Nov. Good chance for these counters to perform soon.
Counters where Sovereign funds hold substantially:
Simepltn.
IOI
Genp
Klk
Stock
2021-10-20 14:24 | Report Abuse
The small cap and 2nd liners plantation counters are making good progress in their share price increase, But the big cap or counters where Sovereign funds holding significant stakes are having poor showing ! The sector overall lackluster performance (share price wise ) is predominantly due to the dampening effect of the fund continuous sell down despite robust earnings in this sector.
Counters where sovereign funds are not shareholders:
Bplant, THplant, MHC, cepat, etc
Counters with low shareholding from Sovereign funds:
Taann
HSplant
Sop
Swkpltn
For Taann and SOP, I think the funds shall complete the disposal by oct/Nov. Good chance for these counters to perform soon.
Counters where Sovereign funds hold substantially:
Simepltn.
IOI
Genp
Klk
Stock
2021-10-20 14:23 | Report Abuse
The small cap and 2nd liners plantation counters are making good progress in their share price increase, But the big cap or counters where Sovereign funds holding significant stakes are having poor showing ! The sector overall lackluster performance (share price wise ) is predominantly due to the dampening effect of the fund continuous sell down despite robust earnings in this sector.
Counters where sovereign funds are not shareholders:
Bplant, THplant, MHC, cepat, etc
Counters with low shareholding from Sovereign funds:
Taann
HSplant
Sop
Swkpltn
For Taann and SOP, I think the funds shall complete the disposal by oct/Nov. Good chance for these counters to perform soon.
Counters where Sovereign funds hold substantially:
Simepltn.
IOI
Genp
Klk
Stock
2021-10-20 14:23 | Report Abuse
The small cap and 2nd liners plantation counters are making good progress in their share price increase, But the big cap or counters where Sovereign funds holding significant stakes are having poor showing ! The sector overall lackluster performance (share price wise ) is predominantly due to the dampening effect of the fund continuous sell down despite robust earnings in this sector.
Counters where sovereign funds are not shareholders:
Bplant, THplant, MHC, cepat, etc
Counters with low shareholding from Sovereign funds:
Taann
HSplant
Sop
Swkpltn
For Taann and SOP, I think the funds shall complete the disposal by oct/Nov. Good chance for these counters to perform soon.
Counters where Sovereign funds hold substantially:
Simepltn.
IOI
Genp
Klk
Stock
2021-10-20 14:22 | Report Abuse
The small cap and 2nd liners plantation counters are making good progress in their share price increase, But the big cap or counters where Sovereign funds holding significant stakes are having poor showing ! The sector overall lackluster performance (share price wise ) is predominantly due to the dampening effect of the fund continuous sell down despite robust earnings in this sector.
Counters where sovereign funds are not shareholders:
Bplant, THplant, MHC, cepat, etc
Counters with low shareholding from Sovereign funds:
Taann
HSplant
Sop
Swkpltn
For Taann and SOP, I think the funds shall complete the disposal by oct/Nov. Good chance for these counters to perform soon.
Counters where Sovereign funds hold substantially:
Simepltn.
IOI
Genp
Klk
Stock
2021-10-20 14:18 | Report Abuse
The small cap and 2nd liners plantation counters are making good progress in their share price increase, But the big cap or counters where Sovereign funds holding significant stakes are having poor showing ! The sector overall lackluster performance (share price wise ) is predominantly due to the dampening effect of the fund continuous sell down despite robust earnings in this sector.
Counters where sovereign funds are not shareholders:
Bplant, THplant, MHC, cepat, etc
Counters with low shareholding from Sovereign funds:
Taann
HSplant
Sop
Swkpltn
For Taann and SOP, I think the funds shall complete the disposal by oct/Nov. Good chance for these counters to perform soon.
Counters where Sovereign funds hold substantially:
Simepltn.
IOI
Genp
Klk
Stock
Stock
2021-10-20 06:45 | Report Abuse
Macquarie wrote negatively about plantation stocks for its own selfish agenda. Everything in the report doesn’t hold water
Stock
2021-10-20 06:36 | Report Abuse
Amid lucrative earnings , funds are pouring back to oil & gas sector . ESG issue is put at back burners temporarily.
Will foreign funds and local funds (EPF and KWAP particularly) stop selling down or even snap up plantation counters amid historic earning ?
Stock
2021-10-20 05:56 | Report Abuse
Amid lucrative earnings , funds are pouring back to oil & gas sector . ESG issue is put at back burners temporarily.
Will foreign funds and local funds (EPF and KWAP particularly) stop selling down or even snap up plantation counters amid historic earning ?
Stock
2021-10-20 05:56 | Report Abuse
Amid lucrative earnings , funds are pouring back to oil & gas sector . ESG issue is put at back burners temporarily.
Will foreign funds and local funds (EPF and KWAP particularly) stop selling down or even snap up plantation counters amid historic earning ?
Stock
Stock
Stock
2021-10-20 05:51 | Report Abuse
https://newswav.com/A2110_qJpOCV?s=A_CGRzyOd
Amid lucrative earnings , funds are pouring back to oil & gas sector . ESG issue is put at back burners temporarily.
Will foreign funds and local funds (EPF and KWAP particularly) stop selling down or even snap up plantation counters amid historic earning ?
Stock
2021-10-20 05:49 | Report Abuse
https://newswav.com/A2110_qJpOCV?s=A_CGRzyOd
Amid lucrative earnings , funds are pouring back to oil & gas sector . ESG issue is put at back burners temporarily.
Will foreign funds and local funds (EPF and KWAP particularly) stop selling down or even snap up plantation counters amid historic earning ?
Stock
2021-10-19 09:09 | Report Abuse
One of the cheapest small cap plantation counters. Share price shall easily breach $1.00 soon .
Stock
2021-10-19 09:01 | Report Abuse
Very bullish outlook for hiaptek . Just need a bit more patience for market to appreciate it.
Stock
2021-10-19 08:56 | Report Abuse
Sept qtr Production and CPO price are both considerably higher than the Jun qtr. My personal estimate for Sept qtr EPS is 5+ sen .
Dec qtr will just be as good as Sept qtr if not better.
Stock
2021-10-17 07:19 | Report Abuse
Didn’t you read the prospectus? If you haven’t subscribed, your rights with free warrant are burned . The last day was 14th Oct .
Stock
2021-10-15 21:36 | Report Abuse
http://newswav.com/A2110_g7A3q1/
Good news for steel companies in Malaysia
Stock
2021-10-15 21:35 | Report Abuse
http://newswav.com/A2110_g7A3q1/
Very good news for steel companies . Mycron shall be the biggest beneficiary!
Stock
2021-10-15 06:27 | Report Abuse
The right issue share and free warrant shall be credited to your cds by 26th evening. On 27/10 ie the listing day , you are free to sell them .
Stock
2021-10-15 06:16 | Report Abuse
The whole dynamics for palm oil has changed. I think gone are the days for cheap CPO. Production is limited by climate change issue and governmental policy restriction, Increasing CPO volume channel to biofuels deems renewable especially in Indonesia, eventual ban on CPO export by Indonesia etc will keep CPO price significantly higher than the average price in last 10 years. In this respect, oil palm field is increasingly more valuable ,similarly to farmlands all over the world .
Stock
2021-10-14 21:23 | Report Abuse
Those who bought the OR to subscribe is expected to make good profit.
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Stock
2021-10-14 21:12 | Report Abuse
THplant’s share price increased 60% over the last 3 months. I am sure it happened for a reason .
Stock
2021-10-14 20:50 | Report Abuse
I agree there are a lot of choices out there . Better choice or not is subjective and situational. Many investors who pay $3 per share for Serba Dinamik at one point also thought it was a good choice .
Stock
2021-10-14 16:51 | Report Abuse
Some investors concern about the debt level of Bplant.
My view is debt itself is not entirely bad. It is bad when the company can not generte enough free cashflow to meet debt obligation. It is bad if the profit margin from the business is lower than the interest charge. I am not at all worried for Bplant for the following reasons:
Bplant’s net debt as at 30/6/21 was $1,126 mil . The debt was assumed to acquire 2 plantation assets in Sabah in 2018/19 which are contributing positively to bottomline amid high CPO now. The debt came down by $187 mil from a year ago. The business generated about $187 mil free cashflow in 2020 and it will even be much higher this year given robust CPO.
The disposal of kulai young estate will rake in $428 mil by year end . As such , the net debt will be reduced by about 50% after receiving the disposal proceed and from current year free cash flow from operation. My estimate is that net debt will be down to about $ 600 mil by year end . This is on assumption of no new capital investment in the year . Bplant can be debt free immediately if it decide to disposal another 600-800 ha of freehold development land which is nothing compared to the 98,212 ha of landbank it has . The debt level will not affect it's ability to pay good dividend
Stock
2021-10-14 16:12 | Report Abuse
Current share price solely on the strength of its earning potential. Nothing to do with privatization possibility . If that come , I am quite confident it will surpass $1/- . Intrinsic value is far higher than share price . Debt level is nothing if compared to its intrinsic value and especially its business is generating considerable operating cashflow .
Stock
2021-10-14 06:54 | Report Abuse
https://newswav.com/A2110_0w9mUm?s=A_XwfPXKg
Good news for Malaysian CPO producer non stop .
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2021-10-13 19:11 | Report Abuse
https://newswav.com/A2110_jpISLI?s=A_Av4aKcQ
Very good news for Malaysian
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2021-10-13 19:02 | Report Abuse
https://newswav.com/A2110_jpISLI?s=A_Av4aKcQ
This is very good news for Malaysia
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2021-10-13 19:01 | Report Abuse
https://newswav.com/A2110_jpISLI?s=A_Av4aKcQ
This is very good news for Malaysia
Stock
2021-10-13 19:00 | Report Abuse
That’s very good for Malaysia in the long term .
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Stock
2021-10-13 17:16 | Report Abuse
5. Possibly another generous dividend for Q3 too .
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2021-10-13 14:59 | Report Abuse
@Asia88, fully understand impairment is non cash item . But it has considerable impact on P&L and BS. For this reason, Bplant’s share price was badly punished for the huge loss in FY 2019 arising from this $176 mil impairment.
Just curious .
I have seen steel company reversing huge impairment make in past years because price outlook for steel is much brighter now .
Stock: [SOP]: SARAWAK OIL PALMS BHD
2021-10-20 19:16 | Report Abuse
Today’s performance:
CPO + 2.5% $5303 (nov)
Counters without EPF and KWAP :
THplant +14.5%
Bplant. +4.9%
Mhc. +3.8%
Cepat. +1.3%
Big cap /counters with EPF/KWAP as shareholders:
Simepltn - 1.4%
IOI. - 0.74%
Genp. - 1.83%
Klk. +0.35%
Taann. - 2.74%
Swkpltn. Unchanged
SOP. +. 0.77%
I believe EPF and /or KWAP are still selling down today . Only local retailers and some corporates are absorbing the selling and that’s not enough to move price to reflect the robust fundamental of CPO .