KUALA LUMPUR (April 28): Datuk Syed Zaid Albar has tendered his resignation as the executive chairman of the Securities Commission Malaysia (SC), just six months after his term was extended for a three-year period.

His early exit from the country’s top financial market regulator comes on the heels of a controversial decision by the Attorney-General’s Chambers (AGC) to withdraw criminal charges against troubled oil and gas services company Serba Dinamik Holdings Bhd and four senior executives, who were alleged to have filed false financial statements with the stock exchange.

both SIMEPLT n KLK hv vy high exposures in Indonesia! hope d ban on CPO export don't dragged into d coming quarter(s) earnings!

@Abrahmi, thx...insightful!

do choose d right company as not all plantation stocks r safe even when CPO price is trading above RM7000 per ton! years prior to d current CPO bull-run, a lot of plantation companies r not doing well with high debts, shortages of harvesters n poor ffb production due to low CPO price around RM2,800 to RM3,400 per ton giving rise to management decisions of abandoning fields upkeep/management, low ffb harvesting round per month/year n foregoing manuring! don't b surprised these affected companies r just recovering financially as u can study from their quarterly financial report!

Posted by stockraider > 2 hours ago | Report Abuse
I say many times!
Plantation is a big inflation hedge

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Ironically, strong companies are much easier to spot during an oncoming recession or during d recession!

Posted by markgold > 1 minute ago | Report Abuse

All those IB analyst are just kindergarden kids. They should learn from our Sifu Calvintenang, Johnzhang .....

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not to mentioned Sardin n CKLow!!!

JF Apex Securities Bhd put d fair value of MN Holdings Bhd at 31 cent per share based on its valuation of eight times earnings per share of 3.84 cent for financial year 2023 (FY23).

MN Holdings Bhd is mainly serving customers in the power, gas, sewerage and telecommunications industries in Malaysia.

"As at March 9, 2022, MNHB’s order book stood at RM172.2 million. This order book will be recognized in FY22-FY25. The group’s top line and bottom line are also underpinned by its unbilled contract value of RM126 million,” the research house said.

very exciting if fly above 30 cent!

alright, will buy more n keep for dividends!

Sardin, why this guy DickyMe posted twice "RM8.30 coming soon" ?

Posted by Sardin > 1 hour ago | Report Abuse
Sorry... found a mistake just now. Most of the operating payment (656 m) should be operating expenses that appear in the income statement (586 m). But just under this line in cash flow statement there is 167 m for "(Placement)/recovery of deposits in derivative operations". I think this 167 m is the major part of the cash outflow compared to balance sheet as at 31st Dec. This 167m adds to the receivable (because it is recoverable).

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So a truth was revealed!

UP is among d oldest plantation in Malaysia n has pioneered a lot of changes n improvements to d oil palm industry in South East Asia such as best plantation's management n practices, ffb handling, mechanization works n "state of the art" palm oil milling!

So, just buy n hold long term! At this discounted share price i.e. after ex-dividend adjustment, price fall before n after ex-dividend, investors shouldn't b too concerned about this QR as coming QR will b very much better!





finally a truth was revealed! just buy

Posted by Johnzhang > 49 minutes ago | Report Abuse

The reason why capital gain over 2 years and 1 year period from investing in UP, IOI, Simeplant and even KLK is so much lower than the small and midsize plantations is now very obvious!

I shall remain focus on the small and midsize plantations like SOP, Taann, Bplant, HSplant, cepat, MHC, swkplant, Thplant. These plantations will reap the highest return from the high and increasing CPO trend.

locally delivered CPO price "lonjak" to RM7308/ton on 25/04/22. Who still say Indonesia's export ban on CPO is bad for plantation stocks?

it's impossible to force all CPO produced from oil palm plantations to be processed into cooking oil for Indonesians consumption! d palm oil refineries in Indonesia will never b able to absorb all d CPO!

That's why they initially planned 20% to b for d refineries n 80% for exports!

CPO or crude palm oil r from ffb cooked n crushed during mill processing, very different from refined palm oil which r CPO sent to palm oil refineries to b process for cooking oil!

yesterday is pump n dump!

tomorrow another 12.38 cents adjustment on ex-dividend!

KUALA LUMPUR (April 25): Plantation stocks on the local bourse dominated the top gainer list on Monday morning (April 25) as Indonesia’s move to ban palm oil exports is seen to benefit Malaysian planters.

Analysts said on Monday that Malaysian crude palm oil (CPO) producers are potential winners amid Indonesia's palm oil export ban.

CGS-CIMB analyst Ng Lee Fang expects CPO prices in Malaysia to rise significantly and potentially surge to new record highs due to panic buying by consumers if the temporary ban lasts more than four weeks.

FCPO all done above RM6500/ton from May till July! As palm oil is traded internationally by US Dollars, this is another piece of gud news as our ringgit has weaken lately against US n most foreign currencies!

i've sold at a profit more than d dividend n will buy again after ex-price adjustment!

i've sold at a profit more than d dividend n will buy again after ex-price adjustment!

CPO price still intact, so as plantation stock! a healthy correction after a price surged in d morning! actually, investors took profits reflecting d temporary ban of palm oil export in Indonesia! even plantation companies with no exposure in Indonesia took a beating due to this announcement! chance for those investors who wishes to buy at lower price !

CPO price still intact, so as plantation stock! a healthy correction after a price surged in d morning! actually, investors took profits reflecting d temporary ban of palm oil export in Indonesia! even plantation companies with no exposure in Indonesia took a beating due to this announcement! chance for those investors who wishes to buy at lower price !

Yup, safe haven! so does MHC which has 38.5% ownership of Cepat!

Indonesia's mandatory domestic palm oil sales requiring local palm oil producers there to sell 20% of their production to domestic refiners at discount prices.

It said the domestic market obligation requirement comes as Indonesia, the world's largest palm oil producer, is in a bid to curb a rise in domestic cooking oil prices that had climbed about 40% year-on-year.

d 85 cents adjustment on ex-dividend is huge! i might take profit first n buy-in later after d ex-date!

US-based Cargill urged Sime Darby Plantation, the world’s biggest oil palm grower, to provide details on how it has addressed the US Customs and Border Protection’s findings of forced labour in its products.

Cargill said it will review its decision when more information becomes available.

According to SIMEPLT group managing director Mohamad Helmy Othman Basha said there’ll be a lot more attention on this. “We cannot "BURY OUR HEADS" in the sand. "It’s an issue that needs to be tackled".

Sime Darby Plantation will submit a report on its labour practices to the US Customs & Border Protection by the end of the month.

The production figures of the Sime Darby Plantation Berhad Group for March 2022.

1. Fresh Fruit Bunches 707,111 MT
2. Crude Palm Oil 184,798 MT
3. Palm Kernel 42,389 MT

This announcement is dated 22 April 2022.

lately, EPF n ASB r selling heavily but ironically Kumpulan Wang Pesaraan is buying! looks like shares changing hands n who will redeemed d 12.38 cents dividends!

SIMEPLT: FFB production is 573,637M.Tons, CPO production is 148,452M.Tons n PK production is 33.539M.Tons for d month of Feb. 2022.

Petaling Jaya, 18 April 2022 – Sime Darby Plantation Berhad (SDP) is transforming all its 33 Malaysian palm oil mills into certified food safety facilities by end of 2023, after which the same standards will be rolled out across the Group’s operations in Indonesia, Papua New Guinea, and the Solomon Islands. As part of this exercise, mill safety and sustainability standards will also be raised to meet stringent international food production standards.

quoted : "this share definitely under value, will go above RM7 very soon".

@loneranger3211, it all depends on how long u can hold d share after d ex-dividend!

retirement fund Kumpulan Wang Pesaraan (Perbadankan) have started collecting SIMEPLT shares from 14/04/22!

SIMEPLT, basing on coming quarterly report Q1 March 2022 should b considered exceptional in order to declare a final dividend of 12.38 cent per share held!

zoom...started buying SIMEPLT! world biggest oil palm plantation in term of hectarage (planted land covering East n West Malaysia, Indonesia n Papua New Guinea). Crop management n production r RSPO compliance. Payment of 12.34 cent dividend ex-date 27/04/22.

PPB group
In June 2007, PPB disposed its oil palm businesses to Wilmar International for a 18.3% stake. PPB is an 18 percent shareholder in associate company Wilmar International, an agribusiness group based in Singapore. Wilmar's contributes more than half of PPB's pre-tax profits (under the equity method of recognizing its share of Wilmar's profits in its own profit or loss).

Singapore, 22 Feb. 2022 – Wilmar International Limited.
Wilmar International Limited, founded in 1991 and headquartered in Singapore, is today Asia’s leading agribusiness group. Wilmar is ranked amongst the largest listed
companies by market capitalization on the Singapore Exchange.

Asia’s leading agribusiness group, reported a record US$1.89 billion net profit for the
year ended 31 Dec. 2021 (“FY2021”) as against US$1.53 billion ("FY2020"). This is the highest full year net profits attained by the Group since listing. The Board has proposed a final tax exempt (one-tier) dividend of S$0.105 per share. Including the interim dividend of S$0.05 per share paid in August 2021, the total dividend paid and proposed for FY2021 is S$0.155. This represents the highest cash dividend by the Group since listing.

Mr. Kuok Khoon Hong, Chairman and CEO of Wilmar said Palm Processing, Palm Plantation and Sugar Milling segment should perform well. Barring unforeseen circumstances, we expect results for FY2022 to be satisfactory.”

PPB group is a conglomerate involves in sugar refining, grains trading, flour and feed milling and film exhibition and distributions. PPB group supplies 50% of domestic sugar requirements. It is also a market leader supplies more than 40% of Malaysian flour requirements. In the leisure sector, it has 400 screens in 40 locations nationwide. PPB’s strategic acquisitions and business ventures over the years have enabled it to successfully diversify its businesses to include Environmental Engineering and Utilities led by the
Chemquest Group, in which PPB has 55% equity interest. This segment provides water engineering, sewage treatment and flood mitigation services. PPB owns and manages several retail and commercial properties comprising a shopping centre, Cheras LeisureMall, an office
building, Cheras Plaza in Taman Segar, Kuala Lumpur, as well as New World Park and the Whiteaways Arcade in Georgetown, Penang. Two wholly-owned subsidiaries of PPB, PPB Hartabina Sdn Bhd and PPB Property Development Sdn Bhd, carry out property
development and provide project and property management services, respectively, for projects undertaken and properties owned by PPB Group companies and affiliates.

In June 2007, PPB disposed its oil palm businesses to Wilmar International for a 18.3% stake.
PPB is an 18 percent shareholder in associate company Wilmar International, an agribusiness group based in Singapore. Wilmar is one of the largest cultivators of palm oil and the largest palm oil trader in the world. The total planted area is 232,053 hectares (ha) as at 31 December 2020, of which about 65% is in Indonesia, 26% in East Malaysia and 9% in Africa. Due to Wilmar's size, it contributes to more than half of PPB's pre-tax profits (under the equity method of recognizing its share of Wilmar's profits in its own profit or loss).

The Tropical Oils (Plantation, Manufacturing and Merchandising) segment comprises the Group’s entire value chain of palm oil assets from plantations and palm oil mills to processing, merchandising, branding and distribution of palm oil and lauric related products including oleochemicals, specialty fats and biodiesel.

FERTILIZER
Wilmar’s fertilizer operations and markets are located in Indonesia and Malaysia. We are one of the largest fertilizer players in Indonesia, with 1.2 million MT per annum production capacity dedicated to nitrogen, phosphorus and potassium (NPK) compound fertilizers. We have a further 100,000 MT capacity in Sabah to complement the Group’s activities in East Malaysia. We also engage in the trading and distribution of various straight fertilizers and agrochemicals, making us a one-stop supplier for agriculture inputs.

very undervalue! tempted to buy more after ex-dividend!

got d 6 cents dividend n buy more at lower price!

boom pipi!

after ex-dividend, d share price should reflect on a higher revenue n profit expected in d 2022 Q1 report!

MHC 6 cents dividends, ex-date tomorrow Friday, 15/04/22. Collect n enjoy d ride, cheers!

According to TA Securities analyst Wilson Loo, MPI's key drivers include MPI's focus on the high-barriers-to-entry automotive segment as the group seeks to capitalize on the long-term trend towards vehicle electrification, accompanied by growing semiconductor content per vehicle.

Loo sees the growth trajectory for chips intact, fueled by ongoing acceleration in digitalization and proliferation of secular technology trends like 5G, artificial intelligence, cloud computing, the Internet of Things, robotics, and vehicle electrification.

FCPO dealed was done at RM5,592/ton for Sept.'22, how can below 1,000/- or say lowest at 4,000/- still gud profit for OP plantation companies!

as reported, India has booked their crude oil for d whole year of 2022! they will do d same for CPO! KIASU/KIASI attitude!

SIMPLE! supply n demand factor determined d ASP! now is shortage of cooking oil to meet d market demand!

collateral from customers r guaranteed by gold a valuable asset now! better interest than banks n less hassles for customers! money n gold changing hands r quick!

stay tune next week for more swing! trade confidently!

plantation stocks price mostly saturated for now, so it's better to buy those giving gud dividends!

more price swing tomorrow!

no doubt, it's giving higher dividend than most plantation stock! CPO business is now in bull-run!