Posted by paperplane2016 > 2016-10-13 16:06 | Report Abuse

Apr ’15 . Log : 43,192 m3 2. FFB : 3,102.49 mt
May ’15 Log : 40,919 m3 2. FFB : 3,432.55 mt
June ’15 Log : 27,544 m3 2. FFB : 3,420.56 mt
July’15 . Log : 52,726 m3 2. FFB : 3,729.17 mt
Aug’15 . Log : 63,241 m3 2. FFB : 4,378.97 mt
Sep15 Log : 47,279 m3 2. FFB : 4,453.78 mt
Oct15 . Log : 43,252 m3 2. FFB : 4,476.83 mt
Nov15 . Log : 29,251 m3 2. FFB : 3,542.42 mt
Dec-15

Posted by paperplane2016 > 2016-10-13 16:07 | Report Abuse

JJan-16 Log : 41,674 m3, FFB:2,851.00mt
Feb-16 Log : 44,964 m3, FFB:2,720.95mt
Mar-16 Log : 48,844 m3, FFB:3,574.57mt
Apr-16 Log : 38,290 m3, FFB:3,755.42mt
May-16 Log : 41,003 m3, FFB:4,439.71mt
Jun-16 Log : 41,528 m3, FFB:5,592.60mt
Jul-16 Log : 60,390 m3, FFB:5,462.20mt
Aug-16 Log : 57,770 m3, FFB:5,706.89mt

Posted by stockraider > 2016-10-13 20:51 | Report Abuse

Paperlane,

Look like Wtk overall is strong on timber and palm oil production this year woh..!!
With higher price and bigger volume....profit should explode loh..!!

Posted by Invest1188 > 2016-10-13 20:52 | Report Abuse

not necessary. as timber price is low

Posted by stockraider > 2016-10-13 20:55 | Report Abuse

invest,

How much price lower...can u give the statistic on timber price like what paperlane has given on volume ?

Posted by ooihk899 > 2016-10-13 21:03 | Report Abuse

I think JTiasa will be a better bet for plantation stock.

Posted by stockraider > 2016-10-13 21:08 | Report Abuse

Jtiasa could be a bet, but here Wtk our paperlane had already clearly given us, a very superior production volume for both timber and ffb volume against last year.
Therefore it is likely wtk earnings will explode...lifting up the share price mah...!!

Posted by ooihk899 > 2016-10-13 21:28 | Report Abuse

JT 6 mths prod
Sept-16
1) Logs - 42,178 cubic metres
2) Fresh Fruit Bunches - 97,858 metric tonnes
3) Crude Palm Oil - 12,605 metric tonnes
4) Palm Kernel - 2,178 metric tonnes

Aug-16
1) Logs - 45,036 cubic metres
2) Fresh Fruit Bunches - 104,160 metric tonnes
3) Crude Palm Oil - 13,140 metric tonnes
4) Palm Kernel - 2,445 metric tonnes

Jul-16
1) Logs - 40,199 cubic metres
2) Fresh Fruit Bunches - 106,492 metric tonnes
3) Crude Palm Oil - 13,795 metric tonnes
4) Palm Kernel - 2,502 metric tonnes

Jun-16
1) Logs - 42,592 cubic metres
2) Fresh Fruit Bunches - 103,074 metric tonnes
3) Crude Palm Oil - 12,356 metric tonnes
4) Palm Kernel - 2,403 metric tonnes

May-16
1) Logs - 51,747 cubic metres
2) Fresh Fruit Bunches - 84,376 metric tonnes
3) Crude Palm Oil - 10,756 metric tonnes
4) Palm Kernel - 1,902 metric tonnes

Apr-16
1) Log - 57,355 cubic metres
2) Fresh Fruit Bunches - 75,559 metric tonnes
3) Crude Palm Oil - 10,883 metric tonnes
4) Palm Kernel - 1,953 metric tonnes

Posted by ooihk899 > 2016-10-13 21:32 | Report Abuse

JT production also on the increasing trend due to the maturity of the
tree. Anyway, hope sifus in this forum will provide some value opinion so I con learn from you all.

Posted by paperplane2016 > 2016-10-13 22:15 | Report Abuse

Raider bro, wtk good production Q4, palm oil seems nearing mature phase, I guess good productions next yr. Hopefully price will recover. Nta2.8, near rm3, for me lots of margin safety here

Posted by ooihk899 > 2016-10-13 22:37 | Report Abuse

Thanks paper, yr r right, JT NAPS is only 1.88.

Posted by Ezra_Investor > 2016-10-14 17:17 | Report Abuse

I brought a bit for the CPO segment.
盛产期是由第七年至十七年之间的十年，产量最高。
So it should bear fruit very soon.

Posted by Ezra_Investor > 2016-10-14 17:18 | Report Abuse

Low P/B should take care of the downside. Plus company has a lot of cash.

Posted by stockraider > 2016-10-14 17:34 | Report Abuse

Paperlane.....raider totally agree with the margin of safety of wtk and the improving prospect loh...!!

The reason for the low share price is due to liquidation of the major shareholder decease father's estate in the form of wtk shares for cash to be distributed to the family members loh...!!

Once this process is completed, wtk will rerate upwards mah...!!

Meanwhile, now is a wonderful collection opportunity loh...!!

Posted by Ezra_Investor > 2016-10-14 17:37 | Report Abuse

Hi raider and paperplane, glad to see you both here in wtk.

Posted by Force > 2016-10-14 18:01 | Report Abuse

Last wt result not so good will causing 2016 hard to fight with last year... still need to wait no so fast...

Posted by confuse > 2016-10-14 23:10 | Report Abuse

EPS 0.46X4= 1.84 sen, PE 58 cheap?
http://klse.i3investor.com/servlets/stk/fin/4243.jsp

Posted by stockraider > 2016-10-14 23:22 | Report Abuse

Cofuse raider see u really "confuse" !!
Pe is not calcuated like that loh....if so easy all accountant will be billionaire loh....!!
Need a little bit more effort and intelligent to workout..mah...!!
Not so straightfwd loh...!!

Posted by paperplane2016 > 2016-10-14 23:35 | Report Abuse

I look more on cash flows. It still generate good cash flows. I like

Posted by maomaochong > 2016-10-14 23:37 | Report Abuse

paperplane is the best

Posted by smartly > 2016-10-15 00:32 | Report Abuse

soon will boom...

Posted by paperplane2016 > 2016-10-16 23:54 | Report Abuse

Hopefully q3,q4 superb result will help pull it back near 1.80 the norms before this crash, then rm2 plus.

Posted by paperplane2016 > 2016-10-17 00:07 | Report Abuse

WTK鲜棕果产量在过去几年迅速成长。这是因为已有不少的油棕快到盛产期（从油棕种下，第七年以后）。



以下是从WTK年报和季报获得所关于油棕的消息：



WTK第一次发布该公司油棕产量于17/9/2009 (油棕种下后第三年开始结果，但产量有限) （http://www.bursamalaysia.com/market/listed-companies/company-announcements/661565）





2008

2009

2010

2011

2012

2013

2014

已种油棕范围 （公顷）-hectares
2,023

5,300

7,000

8,500

9,700

11,300

11,800



今年（2016），阿笔预测会有4,500公顷油棕园进入盛产期（第七年头）。根据种植油棕的朋友给于的资料，每公吨鲜棕果生产成本大约RM250 。现在每公吨鲜棕果价大约RM500 。所以每公吨鲜棕果盈利大约RM250 。



假设 WTK每公顷油棕园进入盛产期可生产大约15 tonnes （公吨）的鲜棕果 （FFB），Sarawak平均是16 tonnes （公吨） 。所以4,500公顷油棕园可以生产大约67,500 tonnes（公吨）的鲜棕果。



67,500 Tan （公吨） x RM250 （盈利）= RM16.87Million



而这能每年带来Rm16.87Million 的油棕园(4,500公顷)，阿笔认为最少价值Rm253Million （Rm16.87Million x15 年）。这几乎是WTK 50%的市值。



这是因为盛产期是由第七年至十七年之间的十年，产量最高。所以认为RM18.75 x 15 是合理的。（其实油棕园的价格视他的地点和树龄而定，每公顷大约介于5万至7万令吉之间。）

Posted by paperplane2016 > 2016-10-17 00:09 | Report Abuse

I think his value is valid for next Yr when more plants going into maturing phases

Posted by paperplane2016 > 2016-10-17 00:11 | Report Abuse

Let me check log price
https://nz.pfolsen.com/market-info-news/wood-matters/2016/october/log-market-october/

Posted by paperplane2016 > 2016-10-17 00:13 | Report Abuse

http://www.indexmundi.com/commodities/?commodity=soft-logs&months=60

Posted by paperplane2016 > 2016-10-17 00:15 | Report Abuse

http://www.globalwood.org/market1/us_panels_20160930.htm

Posted by paperplane2016 > 2016-10-17 00:17 | Report Abuse

http://www.globalwood.org/market/timber_prices_2016/aaw20160902c.htm

Posted by hng33 > 2016-10-17 10:35 | Report Abuse

:D)

Posted by hng33 > 2016-10-17 10:38 | Report Abuse

log/plywood production volume increase +
log/plywood global selling price increase +
export in USD denominated profit +
USD strengthen vs RM =

windfall profit for WTK

Posted by paperplane2016 > 2016-10-17 12:02 | Report Abuse

yes. This one I agree with hng. WTK will be top performer next few months I guess

Posted by Ezra_Investor > 2016-10-17 16:06 | Report Abuse

万事俱备，只欠东风。

Posted by enning22 > 2016-10-17 17:59 | Report Abuse

don't be silly,WTK: monthly production of FFB is only 5000 ton,/ negligible in actual sense, in the oilpalm industry. for example as compared to jtiasa ,which produce 100000 ton per month

Posted by hng33 > 2016-10-18 13:43 | Report Abuse

Don't be silly, Wtk major earning driver is its timber division. Wtk log production is among highest yield, record 20% - 30% higher compared to Jtiasa or taan

Posted by paperplane2016 > 2016-10-18 21:17 | Report Abuse

Don't be so defensive hng, ppl give their views only . Just like u give your view why u like ghost town. Democratic world, no issues right .stop complaining like a girl ok

Posted by hng33 > 2016-10-18 21:53 | Report Abuse

Hahaha, loser minded paperplane2016 keep complaining for what? Still entrap by own ghost town < ----pity

I am here to rectify statement for Wtk.

Posted by Johnnys > 2016-10-18 21:55 | Report Abuse

As short term player's hng33, this time you hold WTK quick long time, I'm very surprise. What change your mind to become mid term player?

Posted by hng33 > 2016-10-19 09:58 | Report Abuse

Johnnys

WTK next q result is soon to release next month, expect significant rebound in EPS due higher increase log production + increase export and selling price + USD strengthen.

WTK share price will react positively over these upcoming rebound EPS

Posted by hng33 > 2016-10-19 09:58 | Report Abuse

WTK is best proxy in timber industry

Posted by asriruslan > 2016-10-19 10:21 | Report Abuse

start monitoring wtk

Posted by asriruslan > 2016-10-19 10:21 | Report Abuse

the price is so cheap

Posted by ooihk899 > 2016-10-19 10:26 | Report Abuse

Ya, It's cheap, hopefully after steel theme play, construction theme play, next will be palm oil theme play. If you read the newspaper nowadays, all research house r having positive comment towards palm oil.

Posted by asriruslan > 2016-10-19 10:31 | Report Abuse

waiting to buy at good price

Posted by hornbill > 2016-10-19 20:09 | Report Abuse

Volume so little. Sleepzzzz

Posted by paperplane2016 > 2016-10-20 02:36 | Report Abuse

Hopefully if next few quarter result good, it can goes back 150-1.80 normal range

Posted by ooihk899 > 2016-10-20 21:01 | Report Abuse

Paperplane sure up when Q result out, Pls refer to MHC n Cepat, all reported better profit.

Posted by confuse > 2016-10-20 21:04 | Report Abuse

Agree. Even WTK cannot report EPS 1 sen last QR despite 20-30 sen more expensive. Why?

Posted by ooihk899 > Oct 20, 2016 09:01 PM | Report Abuse
Paperplane sure up when Q result out, Pls refer to MHC n Cepat, all reported better profit.

Posted by asriruslan > 2016-10-21 11:20 | Report Abuse

start moving

Posted by hng33 > 2016-10-21 11:55 | Report Abuse

:)

Posted by paperplane2016 > 2016-10-21 11:56 | Report Abuse

sure boh. Later surprise impairment you die