Posted by Hafid > 2021-07-19 22:39 | Report Abuse

The share price will be stagnant although cash rich. Will come down due to the esg issue for plantations. Motor business also at risk. When economy no good than honda car will be affected the sales. With our RM keep devalue. The plus point is the Indonesia operation in Indonesia but covid cases still up ....

Posted by Leesk > 2021-09-15 17:53 | Report Abuse

Boring counter

Posted by dompeilee > 2021-10-22 11:50 | Report Abuse

dompeilee FANTASTIC quarter! Net Cash + liquid investments = $4.47 per share!!! NTA surges to record $10.85!
29/05/2021 6:41 PM

Averaged down this for $5.178 on 27th May for the divvy.....nice uptrend now! =)

Posted by Bedakong116 > 2021-10-23 14:59 | Report Abuse

Fantastic company. Better than put in bank.

Posted by FlyFried > 2021-11-03 11:38 | Report Abuse

Good price?

Posted by yangxi > 2021-11-23 21:01 | Report Abuse

0.10 dividend. got Ang pow duit before CNY lo~~

Posted by risktoreward > 2021-11-25 07:56 | Report Abuse

Added at 5.33 yesterday

Posted by Kon Lim Chai > 2021-11-26 08:57 | Report Abuse

Could have done better. Mgt have shown they do not know what to do with the surplus cash other placing in bank at less than 1% interest. Also fail to consider the diminishing ringgit vs other currencies.

Posted by Kon Lim Chai > 2021-11-26 09:05 | Report Abuse

With so many subsidiaries spread all over the world and majority of directors in their 70s, managing the businesses is real tough and challenging for the CEO. The present price level aptly reflect its value.

Posted by dompeilee > 2021-11-26 16:04 | Report Abuse

No use fighting the tide...superb co, mediocre co, all sold down like no tomorrow.

Posted by Bedakong116 > 2021-12-09 22:25 | Report Abuse

Do u know alot of cash is not in Ringgit but SGD. The company liquid investments and cash is more than its current share price and u get all the assets for free. They also have investment properties which at fair value is another RM2.60 per share! I studied the annual report. The company's RNAV is over RM13. The cash and liquid investments per share is RM5.57.

Posted by stockraider > 2021-12-10 11:48 | Report Abuse

Correctloh...if u factor in increase in cost of 10%...the production cost of CPO is Rm 2750 m/t.

Current CPO future 12 mths average ( Average from future Jan 2022 to Dec 2022) pm 4250!

U still talking about very outstanding Gross Margin of about 36% compare to usual 10% mah!

Plantation will record sky high profit going fwd loh!

Btw...usual norm of cost of production is only around Rm 2200 per tonnes!

Posted by Johnzhang > Dec 10, 2021 11:33 AM | Report Abuse

Some Investors may be concern of the labour and fertilizer cost increase on plantation company’s performance in 2022. The IBs and media are very prone to look at only one side of the equation and they seriously lack professionalism.

My view is oil palm plantation will still be laughing to the banks next year. Mind you that most big time CPO traders expect CPO to trade above $5,000 during Jan-Mac 2022 and between $4,000 to $5,000 during Apr-Dec 2022.

Cost of production (at estate level) during recent years (2017-2020) were $1,500 -$1,800 pmt CPO depending on the cost efficiency of each planter.
Average CPO price over same period (2017-2020) was about $2,490 pmt as shown in the calculation below :
2017 $2,800
2018 $2,150
2019 $2,250
2020 $2,760
-----------------
Avg $2,490
=================
Therefore, average Gross Margin in past recent years enjoyed by planters were $990 to $690 pmt CPO. (ie average CPO price $2,490 minus cost of production $1,500 to $1,800).

Due to higher labour and fertilizer costs, the cost of production is expected to increase by max. $300 pmt CPO basis. The new cost of production for 2022 shall be $1,800 -$2,100 pmt CPO.
Based on 2022's CPO price forecasted by big time CPO traders averaging $4,500 , the Gross Margin of the planters will be $2,700 to 2,400 pmt CPO.

2022's Gross Margin is 2.7 times to 3.5 times higher than the average of 2017-2020.

Just for sharing.

Posted by Bedakong116 > 2021-12-11 08:31 | Report Abuse

Oriental plantation in Indon very profitable

Posted by yangxi > 2022-01-13 11:40 | Report Abuse

see the qtr report. plantation bring huge profit ..

Posted by Alwinb > 2022-01-29 08:26 | Report Abuse

Dec 2021 profit will be above 20cts will strong contributions from all segments from the strong Honda sales in this quarter, elevated palm oil price, resumption.of construction activities and demand of health care servicez

Posted by WannaBeTechAnalyst > 2022-02-03 14:44 | Report Abuse

KUALA LUMPUR (Feb 3): The new Indonesian regulation requiring local palm oil producers there to sell 20% of their production to domestic refiners at fixed prices starting from Thursday (Feb 3), coupled with various factors that would further widen average crude palm oil (CPO) prices between Malaysia and Indonesia, will negatively impact upstream palm oil producers. Companies have a significant presence in Indonesia and they will not be able to take full advantage of current high CPO prices

Posted by dompeilee > 2022-02-15 09:19 | Report Abuse

HOSAY!!! The most undervalued co. in Bursa!!! Hope my clients bought a lot below 3.50 like me =)

Posted by dompeilee > 2022-02-17 18:04 | Report Abuse

Oops. 5.50, not 3.50 lol

Posted by Jimmy Lim > 2022-02-18 09:53 | Report Abuse

go go go! RM12!

Posted by investortrader88 > 2022-02-18 20:10 | Report Abuse

I still keep my little holdings bought at RM5.28 few mths ago.hope can earn some money in this counter with everyone here.good luck guys

Posted by investortrader88 > 2022-02-18 20:14 | Report Abuse

Oriental Holdings Berhad, an investment holding company, engages in automotive business. The company’s Automotive and Related Products segment retails and distributes motor vehicles; and manufactures engines, seats, and other related parts, as well as trades in spare parts, accessories, and related component parts. Its Plastic Products segment manufactures, assembles, and distributes plastic component parts; and manufactures plastic technical and industrial goods and equipment, and plastic articles and products.

The company’s Hotels and Resorts segment manages and operates hotels. Its Investment Holding segment invests in shares and bonds, as well as lets properties and leases companies. The company’s Plantation segment cultivates oil palms. Its Investment Properties and Trading of Building Material Products segment develops properties; manufactures wire nettings, wire meshes, barbed wires, and weld meshes, nails, and building materials; distributes cement; and manufactures and deals in concrete products.

The company’s Healthcare segment operates a medical center and nursing college. The company also provides money lending and leasing services; management, marketing, advertising, and central reservation services; land reclamation services; and insurance services, as well as produces steel wires and its related products. It lets parking lots, plant, and equipment; manufactures polypropylene compounds and plastic molded parts; rents and leases motor vehicles; provides consultancy and employment services; and grants loans. It also operates retail pharmacy; healthcare services; and provides nursing programs.

The company operates in Malaysia, Singapore, Indonesia, Australia, New Zealand, Thailand, the United Kingdom, and internationally. The company was founded in 1963 and is based in Penang, Malaysia.

Posted by investortrader88 > 2022-02-18 21:13 | Report Abuse

Top 25 shareholders own 80.54% of Oriental Holdings Berhad

Boon Siew Sdn Bhd
43%
Employees Provident Fund of Malaysia
8.95%
Penang Yellow Bus Company Bhd
5.30%
Honda Motor Co., Ltd.
4.05%
Bayview Hotel Sdn Bhd
3.52%
Kian Chong Loh
2.56%
Boontong Estates Sdn. Bhd.
1.84%
abrdn plc
1.84%
Southern Perak Plantations Sendirian Berhad
1.45%
Su Tong Lim
1.41%
AIA Investment Management Private Limited
0.95%
Ang Teow Cheng & Sons Sdn Bhd
0.81%
Kumpulan Wang Persaraan
0.63%
Kopernik Global Investors, LLC
0.56%
Boon Siew Development Sdn Bhd
0.56%
Chinchoo Investment Sdn Bhd
0.54%
Golden Fresh Sdn. Berhad
0.49%
Key Development Sdn Bhd
0.44%
Dimensional Fund Advisors LP
0.43%
Seng Chin Ang
0.28%
Mok Khoon Seah
0.27%
Heng Lye Seah
0.25%
Weng Loke
0.24%
Loh Gim Ean Holdings Sdn Bhd
0.13%
Lum Kong Wong
0.029%

Posted by investortrader88 > 2022-02-25 20:44 | Report Abuse

https://www.theedgemarkets.com/article/oriental-holdings-net-profit-jumps-rm32157-million-fy21

Posted by Fabien _the efficient capital allocator > 2022-02-26 10:27 | Report Abuse

Put it this way, you are getting annual yield of more than 6% while waiting for the market to re-rate this company. NTA is 10.9 but the actual value is worth 2-3 times more.

You can choose to check the share price every 3 years or so.

Posted by investortrader88 > 2022-02-27 09:56 | Report Abuse

# Nett cash RM3.14 bil
# Long term assests RM2.5 bil
# Div last 5 yrs 3.74%-7.48%
# Bonus issue 1 time
# Nta RM10.85

Posted by dompeilee > 2022-02-28 09:07 | Report Abuse

Runaway success =D

Posted by dompeilee > 2022-02-28 09:18 | Report Abuse

Just the 1st of 3 dividends coming in 2022 is DOUBLE the FD rate!

Posted by Hafid > 2022-03-28 13:28 | Report Abuse

No liquidity

Posted by wallstreetrookie > 2022-04-02 21:49 | Report Abuse

Automotive industry is a declining sector. Orient is a huge underweight

Posted by wallstreetrookie > 2022-04-02 21:50 | Report Abuse

Pessimistic future outlook

Posted by valueinvestor96 > 2022-04-06 10:38 | Report Abuse

Oriental is sitting on alot of inventory which was based on OLD PRODUCTION COST WHEN STEEL AND ALUMINIUM PRICES WERE LOW. THEIR UNSOLD INVENTORY IS WORTH 30% MORE THAN WHAT IT WAS 2 YEARS AGO

Posted by valueinvestor96 > 2022-04-06 10:40 | Report Abuse

ALL SHAREHOLDERS SHOULD WRITE IN TO ORIENTAL MANAGEMENT AND REQUEST FOR MANAGEMENT TO ISSUE A BONUS ISSUE OF SHARES! 1 BONUS SHARE FOR EVERY SHARE HELD WILL HELP IN GETTING THE MARKET TO RERATE THE COMPANY!

ORIENTAL SHOULD ALSO ISSUE BONUS WARRANTS AT AN EXERCISE PRICE OF 11RM(NTA OF COMPANY) TO HELP IMPROVE THE TRADING INTEREST OF THE COMPANY!

Posted by dompeilee > 2022-04-08 11:04 | Report Abuse

Strongest counter in Bursa! Mkt up, stock hits 52-week highs....mkt DOWN,stock hits NEW 52-week highs =D Recommended 2wice to clients... in Nov '20(when it was $5.45) & again in Nov '21(when it was $5.35), though I doubt many of them bought since ppl are so addicted to fast $$$ lol

Posted by stockraider > 2022-04-08 12:19 | Report Abuse

Yes one of 5 top Golden award share....based on strong cash holdings of I3 recently!

Posted by wallstreetrookie > 2022-04-08 15:26 | Report Abuse

Just because it is trading below book value doesn't mean it is a good investment.

Posted by wallstreetrookie > 2022-04-08 15:26 | Report Abuse

@dompeilee you are making another mistake again. If it's so easy, there are hundreds of stocks trading below book value.

Posted by dompeilee > 2022-04-08 15:39 | Report Abuse

Lousy mkt this stock can still reach fresh 52-wk high! I already accumulated 35 lots until Dec '21...in BIG $$$ already LOL@ wallstreetdummie

Posted by dompeilee > 2022-04-08 15:43 | Report Abuse

I always put my $$$ where my mouth is....recommended TWICE to clients over the past 30 mths, means I myself bought & bought & bought. Dividend received is already into the thousands =D

Posted by wallstreetrookie > 2022-04-08 16:07 | Report Abuse

What happened to Maybulk?

Posted by wallstreetrookie > 2022-04-08 16:08 | Report Abuse

No, you always recommend low float stocks. Any monkey can do it

Posted by wallstreetrookie > 2022-04-08 16:08 | Report Abuse

Your strategy is way too old-fashioned

Posted by dompeilee > 2022-04-08 16:24 | Report Abuse

Wallstreetdummie ask ppl to 'slap the ask' in Maybulk when it was in the mid 50s recently LOL

Posted by dompeilee > 2022-04-08 16:26 | Report Abuse

Methinks he is caught SHORT in Orient that's why come here to spread -ve rumours so ppl will panic sell & he can cover back @ low price. However, it instead rose like a rocket counterintuitively so he's losing BIG lol

Posted by wallstreetrookie > 2022-04-08 16:29 | Report Abuse

3% = rose like a rocket?

Posted by wallstreetrookie > 2022-04-08 16:30 | Report Abuse

No one is shorting Orient

Posted by wallstreetrookie > 2022-04-08 16:32 | Report Abuse

Why can't you recommend a stock like Bonia? 200% and hasn't dropped yet?

Posted by dompeilee > 2022-04-08 16:32 | Report Abuse

Admit it la...u shorted @ 6.35 this morning...now have to cover back above 6.50...that accounts for the unusual late session rallies with no news...lost yr panties lol

Posted by wallstreetrookie > 2022-04-08 16:32 | Report Abuse

I attack you @dompeilee because you claim to have "clients". I don't believe anything you say

Posted by dompeilee > 2022-04-08 16:33 | Report Abuse

Who needs u to believe? I still earn whether u believe or not LOL

Posted by wallstreetrookie > 2022-04-08 16:37 | Report Abuse

Literally only comes out when a stock is green. Dude, get a job please