learningdaily May i ask when is the next quarter result announcement?
15/07/2021 12:52 PM

Early of August 2021

Factory will resume by next week

Factory will resume by next week

Factory will resume by next week

Factory will resume by next week

No surprise at all if Boustead Plantation being privatise by Boustead Holding or take over target by big plantation company

At currrent level price, it was super duper UNDERVALUE!

Stock: [BPLANT]: BOUSTEAD PLANTATIONS BHD
Jun 9, 2021 11:12 PM

My thought ,

KLK take over IJM plantation(IJMP) at RM3.10 which value IJMP at RM2.7bil
IJMP land bank at 70k hectares
Location : Sandakan,Sabah, Kalimantan and Sumatra, Indonesia

Let’s take a look at Boustead Plantation(BP)
BP market capitalisation at RM1.3bil ONLY
Land bank at 98k hectares
Location : Peninsular, Sabah& Sarawak
BP land bank value is more strategic and valuable compare with IJMP

Super duper undervalue , the most undervalue plantation stock in Bursa, SHOUTING BUY!

Above just merely by personal opinion , no buy call and no sell call

Thank you

Boustead Plantation super duper UNDERVALUE and shouting buy

Their land bank 100% located at Malaysia and consider the best location among the plantations company

IPO price at RM1.60 in year 2014

The CPO price during 2014 around RM2400 to 2700 per tonne

WDCQ_I_am_legend My thought ,

KLK take over IJM plantation(IJMP) at RM3.10 which value IJMP at RM2.7bil
IJMP land bank at 70k hectares
Location : Sandakan,Sabah, Kalimantan and Sumatra, Indonesia

Let’s take a look at Boustead Plantation(BP)
BP market capitalisation at RM1.3bil ONLY
Land bank at 98k hectares
Location : Peninsular, Sabah& Sarawak
BP land bank value is more strategic and valuable compare with IJMP

Super duper undervalue , the most undervalue plantation stock in Bursa, SHOUTING BUY!

Above just merely by personal opinion , no buy call and no sell call

Thank you
09/06/2021 11:12 PM

BP highly potential being privatise by major shareholder or being take over target by it peers

My thought ,

KLK take over IJM plantation(IJMP) at RM3.10 which value IJMP at RM2.7bil
IJMP land bank at 70k hectares
Location : Sandakan,Sabah, Kalimantan and Sumatra, Indonesia

Let’s take a look at Boustead Plantation(BP)
BP market capitalisation at RM1.3bil ONLY
Land bank at 98k hectares
Location : Peninsular, Sabah& Sarawak
BP land bank value is more strategic and valuable compare with IJMP

Super duper undervalue , the most undervalue plantation stock in Bursa, SHOUTING BUY!

Above just merely by personal opinion , no buy call and no sell call

Thank you

The few great point for your consideration,

1)EPF keep buying , almost none stop

2)Major shareholder keep buying

3)Share buy back which seldom happen at Hartalega company

Judge yourself and think independent

EPF is keep increasing their stake at SDP

Sime Darby Plantation is the safer and best bet company in plantation segment

SDP is biggest company and at his own league

Current level is good entry point

My target full value at RM6 per share

Above info just merely my opinion and no buy call or sell call

Buy at your own risk

Thank you

Hartalega is the safer and best bet company in glove and healthcare segment

Hartalega is the best company which exist in Bursa Malaysia

Once in a lifetime opportunity, current level is a good entry point (dollar cost averaging down strategy is the best approach)

My target full value at RM15 per share

Just my merely opinion and no buy or sell call

Thank you

Dialog is the safer and best bet company in oil&gas segment

Current level is good entry price

My target full value at RM3.80 per share

Just my merely opinion and no buy or sell call

Thank you

Boustead Plantation (BP) is a safer and best bet at Plantation segment

Why?

1)CPO trading in the range of RM4000 to RM4500 per tonne (at one time, reached RM4800 per tonne which is all time high in Malaysia history)

2)CPO price will continue the commodity super bull run and expected to break RM5000 per tonne by this year

3)Soybean price trading at huge premium compare with CPO, this catch up play will take place and CPO chances to break through RM5000 per tonne is very high possible

4)BP NTA at RM1.15 per share

5)At inflation economy environment, like what Warren Buffet and Charlie Munger always said,
Buy farmland instead of Gold or Silver coz farmland@plantation estates is producing palm oil (fruit) and sometimes the plantation estates appreciate in value in term of per acre land

6)BP estates all located in Malaysia having advantage of compare with Indonesia estates which Indonesia government introduce additional tax

7)BP the only few plantation company which without any forward sales if compare with Sime Darby Plantation, IOI corporation, to name a few
Thus, BP enjoy better margin on higher spot price

8)Every increase of RM100 per tonne, BP profit margin will improve by 12%

9)BP 1st quarter result ended 31/03/2021 will be good compare with previous quarter and 2nd quarter result ended 30/06/2021 , will be great compare to this 1st quarter

10)Better dividend yield will be announced

11)Current CEO who appointed in Dec,2019 is very knowledgeable, high integrity and down to earth , after his incharge, BP revenue and profit improve a lot and currently he is focusing to lower the production cost to below RM1700 per tonne compare to currently RM2000 per tonne

12)Potential take over target by rival

13)High potential on privatisation by major shareholder

My target price : RM1.35

My article just merely sharing the info and no buy call or sell call

Buy at your own risk