More then a year silenced. My 2 Buddies sold all of their KSeng holdings recently. I'm still holding mine. Any new updates?

Dompeilee: perfect timing. Dividend ex date this Friday the 9th.

Sheldon: Thanks for your response & I respect your view. Q1: what do you think of (i) PPB & (ii) UtdPlt ? & Q2: other then BK, what Plantation stocks are you holding?

Sheldon: Wow 15 years! I tried to buy more BKawan since yesterday, but failed. So, today I bought(16:30-16:36) KLK instead. Do you hold any KLK?

Sheldon: your Wife is a savvy lady. & yes, I do have to buy every now & then from Market. BTW, how long have you been investigating in BKawan?

& going a step further. I'm sure you guys know that today's Share buyback queue @ 19:20(3000) & 19.22(5000). Every time I wanted to buy/accumulate, I have to queue a 'bit' higher(example: 19.24) just to be ahead of SBB. & Thanks to the upcoming 6 months bank loan moratorium. I will buy 6 + 1(20¢ dividend) more times for the next 6 months. I actually wish BKawan do not go above 20.00 till December. So that I can accumulate at current cheap $.

Sheldon: I actually saying that I hope that the management will do Dividend Reinvestment Plan (DRIP) as an option. Because I wanted to save commission in buying BKawan from market. In an idea world, BKawan NEVER do Bonus Issue or share split. & every time provide options for shareholders to choose (A) dividend or (B) DRIP. Just my opinion. As shareholders whom wanted the cash, can opt for it. Me, I definitely want shares.

https://klse.i3investor.com/m/blog/expertanalyst/2021-06-26-story-h1567055294-Serba_Dinamik_A_Ponzi_Scheme.jsp

Down by over 20%

Our Batu Kawan keep on increasing tangible assets & retained earnings/profits. Can't wait till August(Q3) & November(Q4). Surely gonna be fabulous

Yes, massive 157,500 share buy back on 24th June 2021. Mark my words: very soon they'll be: Notice of Cancellation of Treasury Shares. Just like last year(10/06/20). As the current treasury shares exceeded 1% of issued capital shares!

Good analyst: Hong Leong Investment Bank Bhd analyst Chye Wen Fei wrote in a note that while TSH Resources will not be able to reduce its borrowings in a substantial manner following the termination of the proposed deal with KLK, the termination will, however, allow TSH Resources to continue to capture the high earnings contributions from its subsidiaries TSH Global Plantation and TSH Oversea amid current high prices of crude palm oil (CPO).

https://www.theedgemarkets.com/article/klk-terminates-planned-us110m-stake-buy-oil-palm-companies-tsh-resources-subsidiaries?type=malaysia

So Please do not sell any of our lands to Wilmar, KLK, BKawan or others

Moving forward, I wish the Management will provide less(just 1¢) or no dividend for FY21 & FY22. To pare down debt rather than selling our land/cash cow. Surely all loyal investors will understand.

I will buy more tomorrow morning

https://www.klsescreener.com/v2/announcements/view/3380685

https://www.klsescreener.com/v2/announcements/view/3380685

Taiko Plantations Pte Ltd(an indirect wholly-owned subsidiary of KLK) IPO might be happening early of 2022. So maybe Market dislike the idea of Singapore IPO of Taiko Plantations Pte Ltd.

I think it's because of Taiko Plantations Pte Ltd impending takeover of all KLK's Indonesian operations. Whereas, KLK will be holding onto Malaysian. Same too with IJMPlant Indonesian operations will be moving to Taiko Plantations portfolio. Remember this: https://www.theedgemarkets.com/article/tsh-resources-sells-two-indonesian-plantation-units-klk-pay-debts

https://www.reuters.com/article/us-ijmp-m-a-klk-idUSKCN2DL16E

Yes, I'm looking at BKawan

https://www.theedgemarkets.com/article/klk-said-take-over-ijm-plantations-cash-or-share-swap-deal-both-stocks-suspended?type=malaysia

https://www.theedgemarkets.com/article/klk-said-take-over-ijm-plantations-cash-or-share-swap-deal-both-stocks-suspended?type=malaysia

https://www.theedgemarkets.com/article/klk-said-take-over-ijm-plantations-cash-or-share-swap-deal-both-stocks-suspended?type=malaysia

Just rumours. Look at BKawan(KLK's mother). Almost historical high

Hopefully KLK will issue new shares for IJMPlnt

Hopefully a share deal. Meaning, KLK issue new shares to IJM Corp for IJM Plant

Same with IJMPlnt

Trading suspended, same with KLK

Who's buying IJMPlnt? Wilmar or Batu Kawan/KLK?

Both KLK & IOI will benefit. As they are the only 2 refinery nearby, Sandakan(IOI) & Lahad Datu(KLK)

http://www.dailyexpress.com.my/news/172226/s-kan-factory-catches-fire/

IOI is the only other refinery at Sandakan

http://www.dailyexpress.com.my/news/172226/s-kan-factory-catches-fire/

Batu Kawan been buying more KLK for the last 3 days

Batu Kawan been buying more for the last 3 days

https://news.cgtn.com/news/2021-05-29/China-s-securities-regulator-approves-crude-and-palm-oil-trading-10EpuQL3qmI/index.html

I'll buy more HSPlant on Monday

https://news.cgtn.com/news/2021-05-29/China-s-securities-regulator-approves-crude-and-palm-oil-trading-10EpuQL3qmI/index.html

https://news.cgtn.com/news/2021-05-29/China-s-securities-regulator-approves-crude-and-palm-oil-trading-10EpuQL3qmI/index.html

Great news. I'll buy more on Monday

https://www.nst.com.my/news/nation/2021/05/694422/agriculture-fisheries-sector-continue-operating-during-lockdown

https://www.nst.com.my/news/nation/2021/05/694422/agriculture-fisheries-sector-continue-operating-during-lockdown

https://www.nst.com.my/news/nation/2021/05/694422/agriculture-fisheries-sector-continue-operating-during-lockdown

https://www.nst.com.my/news/nation/2021/05/694422/agriculture-fisheries-sector-continue-operating-during-lockdown

https://www.nst.com.my/news/nation/2021/05/694422/agriculture-fisheries-sector-continue-operating-during-lockdown

Quarterly rpt on consolidated results for the financial period ended 31/03/2021 | https://www.klsescreener.com/v2/announcements/view/3362969

& not forgetting, in FY2020, our KLK also bought 60% stake in PT Pinang Witmas Sejati (PWS) for RM341.55 million. That's a whopping RM854.67 million(with TSH plantation land buy 513.12M) in total

Honestly, if you are looking for high dividend, then go for UP(United Plantation). I'm going for high growth. So I'm with BKawan & KLK forever