CIMB Research retains Add for Sime Darby, higher target price
http://www.thestar.com.my/business/business-news/2017/01/27/cimb-research-retains-add-for-sime-darby-higher-target-price/

Today Sime Directors meeting so Sime up 12cts n Fgv up 6cts...???

Director meeting? Sime up 12 cts n fgv up 6 cts

Sime share current price is based on NAV but after minus debts of 9bln then the value must be lower then d current price.They r going on spinoff, all three housing, plantation n "vehicle buisness r going to be separated.After separation plantation their yield is only 20 mt as compared to IOI n Klk about 24mt n klk paying very high dividend. Will Sime @ 20 mt able to pay high dividend, their asset value may be about 8 but if pay only 20% dividend then the price may go lower.

Sure got blasting to be done

Prasarana to award LRT 3 line contracts in May
http://www.thestar.com.my/business/business-news/2017/01/25/prasarana-to-start-lrt-3-line-construction-by-march/

Prasarana to award LRT 3 line contracts in May: Prasarana Malaysia Bhd will start giving out major contracts for the 37km Light Rail Transit 3 (LRT3) project in May, says president and group chief executive officer Datuk Seri Azmi Abdul Aziz. The value of the contracts has yet to be finalised, he said. — StarBiz

Sime Darby rose 18 sen to RM8.70 and pushed the KLCI up 2.02 of a point in active trade on expectations of a demerger and possible listing of its plantations unit and other corporate news.

http://klse.i3investor.com/blogs/kianweiaritcles/114333.jsp

http://klse.i3investor.com/blogs/hleresearch/114467.jsp

X
Max2838: 1) the present CEO of S was d ex-GM in AEB (glc), later due to merging I was working for GH from Aeb n retired in Sime.True! merging was to reduce overhead n pay higher dividend n Sime with more experience can manage plantation professionally.In d edge CEO of fgv was commenting on d yield of IOI, fgv n S. S after replanting only 20 n ioi 24-25. Main issue, mgrs hv no comittment their field supervision is hopeless. S got 600,000 ha so for every 1 mt increase in yield d revenue is 360,000,000mln.So here its d ppl. Now, S in heavy debts so now talking of demerging n also understand their field supervision is improving. To me very simple it is in born in my blood, i work for my salary or jump into d sea. I am taking the trouble to write to educate public or give them some inputs.

IOI getting about 24mt/ha/annum so if they hv 600,000ha x (24-20 - diff 4) 4x Rm600 (fruit price)= 1.5 bln so they dont change m,ment every 8 yrs.

Sime with 600,000 n for every increase in 1 mt of fruit per ha per anuum d figure is: 600,000x1mt of fruut per ha per anuum @ fruit price of RM600/ mt = Rm360,000,000, shocking figure

Possible another Synergy is coming, this time Sime n fgv

Sime n fgv by increasing yield just by 1mt of fruit per ha per year all their debts can be sttled in 3 yrs.IOI if you are confirmed u r diabetic, u hv to leave, simple u caanot walk or supervise d field for 8 hrs daily.

Please reverse n read all the inputs i posted here.....

.....also Sharir busy selling assets probably accumulate fgv but he has hinted of private but need a taker so Sime is possible.......

......to me can accumulate fgv........

The way i see obviusly Fgv cannot survive as a listed compony. All will be shocked on d coming massive loss of 2016 report but still may get 4cts dividend.It is going to be reported in Parliament n probably talk of merger incl of Sime demerger.

Merging suppose to reduce overhead now they telling overhead high again so going for demerger.I also feel possible fgv merge with sime but can Sime deliver it may be back to old story but if given to Ioi then different story, i am talking of comitted ppl do we have in glc, that is a big question to be answered, very very sad. Basing on past history if true of meging fgv may go sky high b4 drop.

Max2838, just to recall d past.It was raised in parliament why glc companies paying lower divedend while like ioi kll UP pay higher. Hence it was decided to merge glc, AEB,Golden Hope, Guthrie n Sime.Since Sime got more experience so sime suppose to take d lesd.First aeb was merged with golden hope, d talk itself made Aeb from 3 hit 7. After d full merger Sime from 5 hit 13 then stabilise around 8.After merger Sime completed replanting now only about 20mt while Ioi etc are getting 24-25 mt.Sime was taliking of 50cts dividend now only about 25cts.

You are right. Managing plantation is simple "supervision", they hsve no comittment, just copy copy copy, ioi klk up also cannot, useing a public listed compony to care for people, they shd not be in this world, total stupidity only choice, they made a mistake in listing now return to origin "privatise"

Max2838, u hit d nail on d head, it is obviously a mismatch.First place fgv land dont belong to shareholsers, land was leased to fgv for certain period of yrs.Now was there a due diligent study done b4 listing. Foreigners r buying r shares so anything u do must be professional.If fgv co goes bankrupt n now it is, they cant land to pay shareholders only to take private n shareholders are always shareholders with paper loss. Isa had a ulterior motive.

.....did he say a word that supervision must be increased, he himself must concentrate in one particular estate n walk into the field, there must be plenty of talk on supervision n to increase yield

Top local stories

Changes in Felda: New Felda chairman Tan Sri Shahrir Samad has promised a major shake- up at the Federal Land Development Authority (Felda) in a bid to improve the governance and financial performance of the government entity. Monetising assets and achieving returns from new ventures are the key responsibilities faced by Shahrir. - StarBiz

Fgv got 4bln reserve to pay dividend for the next 4 yrs otherwise is a bankrupt co. 2016 report out soon with huge loss+ corruption loss.Obviously cannot survive.Both Sharir n Zakaria, i never heard them saying that for now must improve supervision to incease yield by 1mt @ 500,000ha x fruit price Rm6000/mt=rm300mln less operation cost sure got about 90mln, profit. This clearly shows both dont know their job, just make some statements.To go private need a taker, they may use their political power to get it. To me they hv to go private can reduce plenty of overhead expenses.Zakaria gave plenty of negative report in edge etc, why????????
18/01/2017 12:14

Fgv a bankrupt Co, what graph r u talking about. Price controlled by sharks so sharks vs graph.To me obvioisly fgv have to be delisted so what is d price, many hints hv been given

.....if no private price around 1.50 if private about 4, so just buy lah n take d risk

It is not a question of going private or not. Paying 275million to felda n 15% profit to felda annually, mati lah, all Isa work, made a blunder. Replanting big issue besides corruption.So Jib appointed backbencher Sharir to save fgv but he is not a magician, private is d only solituon but much going to cost n probably Eagle joining to save felda.

Pls, CEO already posted in Focus/Edge, fgv going bust sending a clear message that fgv cannot survive now d new chairman Sharir is now openly talking of private.2016 loss report going to be tabled in parliament soon n also may discuss on private. Private almost sure but what is d price, 4 4 4 4 4

FGV privatisation must be justified, says KWAP
http://www.thestar.com.my/business/business-news/2017/01/12/fgv-privatisation-must-be-justified-says-kwap/

Gold hits highest in over a month on weaker dollar, Brexit concerns
http://www.thestar.com.my/business/business-news/2017/01/10/gold-hits-highest-in-over-a-month-on-weaker-dollar/

Replanting done in stages, so replanting shd go @ 10,000/ha per year. Issue here is can they produce results......

Sebab orang kerja macam kura

Pls experienced planters can do it. I am talikg of right ppl n attitude. If white masters who had no exoerince ( then soldiers) brought from india did wonders becoz of comittment.8 hrs of committed Supervision need a lot of energy to walk in d field.Every palm is a baby. During fertiliser application there must be 100% supervision by mgrs so its d ppl nothing else.

Felda due for replanting n replanting cost very very high n after replanting @ d end of 6 yrs of planting shd get yield of 25mt to cover replanting cost n to see profit.Remember giant S after replanting only 20mt. The same cos' if given to IOI they can give 25 mt which means they can give billion over profit.pls do your maths. Anybody can come n go but we need d right ppl like IOI ppl otherwise go bust n being proven, now try to collect d big 4
10/01/2017 09:48

Gentlemen, fgv has to go private for sure, price 4 4 4 4 4

.....hahaha what is the private price? One thing for certain who want to join fgv????????

As i said many times Fgv only survival to go private, it is being hinted now

Felda can’t do it alone
http://www.thestar.com.my/business/business-news/2017/01/10/felda-cant-do-it-alone/

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5304553

This is a political stock with full of debts n never can be saved.Polticians will keep pushing up n down, follow d cycle hit a run

Good_News : old profile palms fgv daily collapsing with high debts, Eagle dropped, epf ran for their life

Minetec rising strong bull coming

Strong bull coming, rising, better buy

Edge: government agency worse off than before fgv listing: the groupd non current borrowings totalled 6.07 bilion.Financial positiin in 2015 remains unknown to the public becoz it has yer to present its annual report to parliament.

Isa remuneration 1.8 million, i am laughing

Hahaha politicians robbing settlers money. They r talking after replanting can increase profit, can they pls commit after 6th of planting can they get yield similar to IOI of 24mt, after replanting Si.... Only getting 20mt.

EPF not to be blamed for leaving FGV
http://www.thestar.com.my/business/business-news/2017/01/03/epf-not-to-be-blamed-for-leaving-fgv/

One of the most shameful thing that can happen in an oil palm insustry, where is this Isa who listed felda, what experience has he got