Posted by ongkkh > 2015-07-27 21:53 | Report Abuse

Butter, any good news for you to park so much in one goal? can share?

Posted by sheldon > 2015-09-18 22:45 | Report Abuse

What happened? A sudden drop by 86 sen

Posted by fazil3801 > 2015-09-20 00:29 | Report Abuse

time to buy

Posted by Kevin Wong > 2015-10-08 11:19 | Report Abuse

Altruism investing everybody!

Posted by sheldon > 2015-11-20 12:00 | Report Abuse

I think the major shareholders think they can take the money to their graves - why so stingy? - payout ratio of only 42%.

Also - the meagre payment have to wait until Mar 2016 before $ in the pocket

Posted by moven00 > 2015-12-16 22:09 | Report Abuse

Becareful of Bkawan USD debt..

Posted by sheldon > 2016-03-09 21:27 | Report Abuse

Yippee! more share buybacks

Posted by sheldon > 2016-06-10 15:47 | Report Abuse

Good & prudent management, steadily accumulating shares below its perceived value.

Posted by sheldon > 2016-06-17 15:45 | Report Abuse

Share buyback hitting very very close to 7%!

Posted by sheldon > 2016-06-21 22:02 | Report Abuse

They've crossed the Volga river.
At 7% I think it's the largest %-wise of all the Malaysian listed companies.

Posted by saltib > 2016-07-29 20:56 | Report Abuse

sell or buy ? any comments

Posted by sheldon > 2016-08-05 19:52 | Report Abuse

Buy - The management comes across as prudent & honest. Furthermore the co has bought back shares in excess of 7% of the total issue.

Posted by sheldon > 2016-08-11 23:14 | Report Abuse

Saltib - did you take my advice?

Posted by gnimalu23 > 2016-08-25 14:51 | Report Abuse

http://www.theedgemarkets.com/my/article/batu-kawan-makes-forbes-asias-fab-50-list-second-time

Posted by sheldon > 2016-08-30 22:47 | Report Abuse

You can get KLK exposure via B. Kawan which is cheaper.

Posted by ttaniges > 2016-12-18 21:03 | Report Abuse

The director just bought back share for this stock

Posted by sheldon > 2016-12-28 00:19 | Report Abuse

If a knowlegeable director has complete faith in the company, what does it mean?

Go get em yourself !!!

Posted by sheldon > 2017-01-10 21:31 | Report Abuse

The giant is awakened

Posted by sheldon > 2017-01-19 11:19 | Report Abuse

2 questions as I'm just curious about the Co's fundamentals -

1) What's the door gift for the AGM? &
2) What's on the menu?

Posted by fazil3801 > 2017-02-08 11:13 | Report Abuse

any news for this counter?

Posted by nooobieee > 2017-02-09 07:25 | Report Abuse

a spectacular quarter report will be released next week

Posted by fazil3801 > 2017-02-10 09:50 | Report Abuse

good news?

Posted by nooobieee > 2017-02-10 14:20 | Report Abuse

CPO production increased 15% for the last quarter and the profit is close to 5,000 per tonne at the current price. guess what kind of report they will release next week?
PS: CPO stockpile decrease 7.5% to only 1.5M

Posted by nooobieee > 2017-02-10 14:25 | Report Abuse

estimated net profit 225,000,000 and eps 55 cents. good news?

Posted by fazil3801 > 2017-02-10 15:02 | Report Abuse

why Div so kedekut..

Posted by sheldon > 2017-02-11 23:05 | Report Abuse

If the CPO price is RM3k ++ per tonne, it would be mathematically impossible to register RM5k per tonne.

Any way given the improvement in CPO price, I'm rubbing my hands in glee waiting for the last quarter results. I agree 100% that B.Kawan can give out more dividends, maybe 20 sen each quarter is not asking too much.

Posted by sheldon > 2017-02-14 15:24 | Report Abuse

Anyone going to the AGM?

Posted by sheldon > 2017-02-14 20:57 | Report Abuse

48.8 sen EPS - another quarter of sterling performance - may the management be blessed for their diligence, prudence and skill which we shareholders have benefited.

Posted by fazil3801 > 2017-02-15 10:56 | Report Abuse

hope bkawan can sky up...can reach above rm50

Posted by sosfinance > 2017-02-15 18:26 | Report Abuse

overbought at the moment based on RSI.

Posted by nikicheong > 2017-04-24 22:17 | Report Abuse

What is the point of a company like Batu Kawan? It just owns other businesses like KLK and not running its own operations.

Also it owns 47% of KLK, it doesn't even worth that much based on market cap, how come?

Posted by sosfinance > 2017-05-03 12:09 | Report Abuse

Batu Kawan is undervalued. It does has its own biz (please check carefully, its own plantation and manufacturing), but small compared to KLK.

KLK's market cap is about RM27b. B.Kawan 47% ownership is about RM12.7b.

BKawan's market cap is RM8.2b @ RM19.00 per share. B.Kawan's existing biz is worth about RM2b (please check). So, BKawan's ownership in KLK will be RM6.2b (8.2 - 2) while it should be reflected at RM12.7b, it is undervalued at RM6.5b (12.7 - 6.2)(far better than the execution risk for IPP under construction, biz in the future, as it is a traded shares).

BKawan DY is about 3.5%.

That is why, the Company buyback as much as RM30m at about RM19+. Plantation is not in the limelight at the moment. Give it some time, it will close the gap. Even if we used the EV/mature ha, it is about RM50-55,000 per ha, it is on the lower band of RM60k - 100k per mature ha for large plantation companies listed.

Posted by calvintaneng > 2017-05-22 23:13 | Report Abuse

FANTASTIC RESULT

A BULL RUN IN ALL PALM OIL STOCKS ON THE WAY

HIP HIP HOORAY!!!

Posted by sheldon > 2017-07-16 12:14 | Report Abuse

The main issue plaguing Batu Kawan and the like is the spinners giving a bad name to CPO from the health angle even though it's proven that it's neutral at worst. I consume the cooking oil at home. Obviously the Malaysian eateries use palm oil in their cooking as well. I eat out most of the time and at mid-50s I'm still alive.

Then they pick from the environmental angle. The lobbyists are going all out to paint a negative picture on CPO to probably help the soy industry. It appears that all these so-called good intentions has the same underlying motive - MONEY!

Posted by sosfinance > 2017-07-17 14:51 | Report Abuse

This stock (BKawan) reminds me of Charlie Munger's Daily Journal investment in Well Fargo in 2009, quietly, and ....... the rest is history.

Posted by sheldon > 2017-07-17 15:36 | Report Abuse

Feel the awesome power of trade blocks - http://www.thestar.com.my/business/business-news/2017/07/17/malaysia-and-indonesia-may-take-eu-plan-to-curb-palm-oil-imports-to-wto/

Posted by Stock Kingdom > 2017-08-15 19:52 | Report Abuse

Calvin's prediction on palm oil proved failure again

Posted by joetay > 2017-08-15 20:42 | Report Abuse

@stock kingdom,

i alrdy gave warning but still got jokers believe in chief joker @calvintaneng and refuse to acknowledge the signs. best is this @chongyu, claim to have 30 yrs experience in plantation industry but actually he doesnt know much after i probe him on fertilizer component prices.

Posted by Stock Kingdom > 2017-08-17 00:34 | Report Abuse

Calvin, your judgement on palm oil is totally out of way. Not only you don't know how palm oil estates run, you don't know palm oil industry. In fact, you also don't know the relationship between palm oil, soy bean oil, biofuel & crude oil.

Posted by joetay > 2017-08-17 08:24 | Report Abuse

@stock kingdom,

thats why he is very quiet on palm oil stocks this week.

anyway, those who buy on recommendations/advise do so at their own risks. best is to do own research and intelligence gathering.

Posted by sheldon > 2017-10-12 16:19 | Report Abuse

Anticipating with glee the usual big dividend announcement in Sep quarterly. Unfortunately it's a long fuse that is paid only in Mar 2018.

Posted by MWDH > 2017-10-26 07:56 | Report Abuse

SP go up so what? Do they care about Shareholders ?

Posted by MWDH > 2017-10-26 07:57 | Report Abuse

making more n more money! But div stays the same

Posted by sheldon > 2017-10-26 12:29 | Report Abuse

These guys that run the show are extremely conservative but I've no complaints.

The low dividend is more than adequately covered by the 7.6% shares bought-back. I have not come across any other PLC with such a significant treasury shareholding.

Posted by Crislyn Cong Cong > 2017-10-27 00:06 | Report Abuse

good

Posted by sheldon > 2017-11-23 16:46 | Report Abuse

A handsome dividend!

Posted by 888newbie > 2017-11-30 15:28 | Report Abuse

yes. very good management. honest and responsible.

Posted by sheldon > 2018-01-15 12:04 | Report Abuse

Why DRIP?? Bad move!!

Posted by DickyMe > 2018-01-29 10:16 | Report Abuse

"Palm oil is a major industry in Southeast Asia. Indonesia and Malaysia employ 3.5 million people to produce 85 per cent of the world’s palm oil with export values exceeding US$40 billion annually."

3.5 million workers but 99% not Malaysians but foreign workers

"With Southeast Asian economies in the balance – especially Indonesia and Malaysia – the fruit producers must address growing concerns about environmental and employee abuses without losing their competitive edge"

Blatant open burning of plantation fields which causes environment pollution, land grabbing which contributes to homelessness and city squatting. and unemployment, when citizens are shoved aside in favour cheap foreign workers.

Toxic greed have met divine intervention and soon palm plantation will follow the fate of rubber.

Posted by DickyMe > 2018-01-29 10:24 | Report Abuse

"The latest crisis to face the industry’s reputation came this week as European Union lawmakers on Wednesday agreed to draft measures that seek to phase out the use of palm oil as biofuel by 2021. The move sparked fear in smallholders, who account for about 40 per cent of global palm oil production. Hundreds took to the streets in Kuala Lumpur this week to protest against the EU’s changes, saying the decision threatens their livelihoods."

IMPORTANT POINT OF INTEREST

"...draft measures that seek to phase out the use of palm oil as biofuel by 2021. "