Posted by cfkhoo > 2013-03-02 21:24 | Report Abuse

investing in plantation stock needs alot of patient. Short term may lose money. CPO price is weak so earnings of plantation stocks have fallen substatially. Infact good time to slowly accumulate. If wait for EPS to go up the share price would have risen in tandem .Very difficult to use TA strategy , or short term to make money. Research
by gark is beneficial for investment decicion in this stock. Thks alot

Posted by ganasai > 2013-03-12 11:30 | Report Abuse

ya, see the shine already!!! my loved plantation stock!

Posted by necro > 2013-03-12 13:02 | Report Abuse

Properties punya turn dah lebur plantation mengambil tempat
TDM,HSLPLANT n THPLANT...
BERHATI2 LAH MELABUR ATAU MELEBURLAH AKHIRNYA..

Posted by ganasai > 2013-03-25 14:51 | Report Abuse

another fly for tdm. good!

Posted by ganasai > 2013-03-29 15:18 | Report Abuse

today another fly, break 4.

Posted by sephiroth > 2013-03-29 15:21 | Report Abuse

Hold at 3.25 for so long, finally rewarded, waiting for 4.30

Posted by ganasai > 2013-03-29 15:23 | Report Abuse

4.3? still lower than nta.

Posted by courage > 2013-03-29 15:25 | Report Abuse

hopefully, dividend soon

Posted by courage > 2013-03-29 15:27 | Report Abuse

i have some at 4.8 :(

Posted by ganasai > 2013-03-29 15:31 | Report Abuse

4.8 is high a bit. but should jump back around after ge and cpo price bound back. now economic seems good, so demand ok. hold it for dividend lah. they also want to develop more in medical line (bright future). so no need worry.

Posted by Joshua Lee > 2013-03-29 15:31 | Report Abuse

Any idea what's happening? Maybe gonna propose final Div soon? Very tempted to sell and then buy back cause sentiment (and prospect) for plantation is still not so good.

Posted by courage > 2013-03-29 15:33 | Report Abuse

thanks ganasai, i am gonna hold this for long term. pays good dividend.

Posted by ganasai > 2013-03-29 15:36 | Report Abuse

hope their medical line can fight with kpj in one day. now most companies see this is a big meat.

Posted by courage > 2013-03-29 15:38 | Report Abuse

agree, they are expanding their medical business and CPO should be moving up 2nd half of the year. finger cross....

Posted by ganasai > 2013-03-29 15:58 | Report Abuse

hi courage, is ok. i think yours entry price is high a bit. you are near history high price. good stock whether can earn money or not, still need to depend on entry price. not ask u catch the falling knife, but know what is the drop reason. never try to chase because want to earn more money. because first rule is: avoid loss money.

Posted by courage > 2013-03-29 16:09 | Report Abuse

thanks for your advice ganasai.

Posted by gark > 2013-03-29 16:33 | Report Abuse

13 cent divvy coming after agm. Plantation should see extra contribution in fy13 as kalimantan plantation bears fruit, planted in 2008. The healthcare div will start to contribute more earnings in 2014 as the two new hospital completed .

Posted by gark > 2013-03-29 16:44 | Report Abuse

The plantation owned by tdm has completed thier biological resting period last year that is why the yields are terrible in 2012. This year the plantation yiields should hopefully be good. Target min 19 ton per ha.

Palm tree have to rest every 1 to 2 years, before they can be productive.

Tdm is not the most efficient planter as thier old plantation is badly managed with poor yield and oer. However they are doing rehab since 2006 and hopefully will bear fruit.

Posted by kcfan > 2013-03-29 20:34 | Report Abuse

Bonus issue will announce about a month soon.Hold it

Posted by kcfan > 2013-03-29 20:43 | Report Abuse

Will see a rally bullish on bonus issue.

Posted by Liau San > 2013-03-29 20:54 | Report Abuse

from where get news TDM will give bonus issue ?

Posted by kcfan > 2013-03-29 20:59 | Report Abuse

Source from my close friend as share investment consultant.

Posted by Rose > 2013-03-29 21:02 | Report Abuse

Tq kcfan for sharing the good news, no wonder today the price spiking up.

Posted by gark > 2013-03-29 21:19 | Report Abuse

Bonus issue will not bring more value to the share.....

Posted by necro > 2013-03-29 21:29 | Report Abuse

What bout HuaYang bonus issue mr.gark?

Posted by gark > 2013-03-29 21:49 | Report Abuse

Doesnt matter, bonus issue will not bring more value to the company or share. However most of bursa speculator like bonus issue.....maybe they do not understand the reason.

Lets say a company with 100 mil shares do a 1 to 1 bonus. The company also earn 10 mil per year. So eps will be 100/10 = 0.1. After bonus issue the outstanding share will be double but the eps will be halved, 200/10=0.05

Lets say investor a have 1000 shares, his total eps before bi is 1000 x 0.1 =100

After bonus issue, he now have 2000 shares, his total eps is 2000x0.05 = 100

So based on this simple calculation, where does the shareholder benefit from bonus issue?

Posted by gark > 2013-03-29 21:51 | Report Abuse

Sorry typo for above eps is 10/100=0.1 and 10/200=0.05 after bi.

Posted by necro > 2013-03-29 21:58 | Report Abuse

Hurmmm...wat bout earning projection?
In case of Digi like 10 to 1...
Public right issue long time ago...probably it is depend on future prospects of the company,yes if company unable to increase earning n profit they will suffer because of the dilution which happen to Digi...

Posted by gark > 2013-03-29 22:08 | Report Abuse

Even without bi, if earning goes up the share will do so as well. Bi have no effect.

Back to tdm, i believe they will post moderate growth in 2013, but will jump from 2014 onwards as the new hospital and palm oil mill and plantation starts to contribute.

Posted by necro > 2013-03-29 22:18 | Report Abuse

ok ok...xwanna debat..
Yup...agree that its medical division which is iHEAL should contribute more revenue to TDM just need more publiscity,iHEAL provide liposuction procedure...so if any i3 member got wife can go to iHEAL...yeah 2014 is YEAR OF GOLDEN ERA of KLCI...

Posted by gark > 2013-03-29 22:23 | Report Abuse

Berdebat lah selalu supaya minda sehat....:-P

Why on earth you promoting liposuction? Hahaha. You done before?

Posted by houseofordos > 2013-03-29 22:25 | Report Abuse

gark, u seem to know a lot bout this stock, whats your valuation tell you on the intrinsic value ?

Posted by necro > 2013-03-29 22:28 | Report Abuse

Taknak lah debat mengajak syaitan tuk membisikan kemarahan dan kesombongan...
No la just read in Malaysian Business and watch Teganu Kita at TV3...

Posted by gark > 2013-03-29 22:30 | Report Abuse

Conservatively about rm 4.5 to 5 currently with good safety factor. But this not a tp, as the stock grows the value will go up.

Posted by gark > 2013-03-29 22:42 | Report Abuse

But this stock not for quick gain, poor liquidity means it can stay undervalue for a long long time.

But it does not hurt divident will be announced next month between 13 to 15 sen.

Posted by gark > 2013-04-02 09:32 | Report Abuse

will not go far... very slow stock. :P

Posted by wayneteo > 2013-04-02 09:49 | Report Abuse

keep collecting :)

Posted by andrewlks > 2013-04-03 18:50 | Report Abuse

FY2012 performance was not that good, 13 to 15 sen of dividend is questionable...

Posted by gark > 2013-04-03 19:29 | Report Abuse

why do yo doubt questionable? TDM have dividend policy minimum 30% of profits. In the past 5 years they have paid around 35% to 45% of total year EPS.

Q1 = 7.47
Q2 = 3.88
Q3 = 16.22
Q4 = 14.03
Total = 41.6 x 30% = 12.48 cents

I hope that you understand the word 'minimum' right. :P

Posted by gark > 2013-04-08 11:26 | Report Abuse

Go go go.. dividend coming?

Posted by gark > 2013-04-08 11:36 | Report Abuse

Wait.. RHB give TP 7.50... like that also can?

Posted by kcfan > 2013-04-08 11:41 | Report Abuse

Like that must wait for long life invest loh..

Posted by kcfan > 2013-04-08 11:42 | Report Abuse

Awaiting for the dividend + bonus issue.

Posted by gark > 2013-04-08 11:44 | Report Abuse

at current price, each ha of planted oil palm is just RM 20k/ha.. buy land also not enough. :P

Posted by gark > 2013-04-08 11:47 | Report Abuse

don't think got bonus issue... treasury shares so little...

Posted by kcfan > 2013-04-08 11:51 | Report Abuse

Agreed with gard.Close to my valuation review.

Posted by Jaack1 > 2013-04-09 15:11 | Report Abuse

TDM proposing 22sen dividend TE. Refer to announcement on annual audited account released today.

Posted by keanpoh > 2013-04-09 15:19 | Report Abuse

No wonder share price suddenly went up so quickly in the past 2 weeks. Over efficient market?

Posted by gark > 2013-04-09 16:18 | Report Abuse

On steroids... dividend coming!

Posted by gark > 2013-04-09 16:18 | Report Abuse

Much higher than my prediction minimum 13 cents... which no one believe