Posted by limch > 2017-05-03 16:11 | Report Abuse

Kim Loong also lower EPS(5.38 sen) why 11 sen higher?

Posted by limch > 2017-05-03 17:03 | Report Abuse

8-9 sen good enough. Better YOY and QOQ already thankful.

10bagger10 How big leh?
03/05/2017 15:51

Posted by limch > 2017-05-03 17:08 | Report Abuse

So when QR out? Any insiders here?

Posted by limch > 2017-05-03 17:19 | Report Abuse

Sarawak Oil Palms Berhad (7949-M)
NAME No. of Shares Shares %
1 PELITA HOLDINGS SDN BHD 115,626,600 20.26
2 AMSEC NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT
– AMBANK (M) BERHAD FOR SHIN YANG PLANTATION SDN BHD 103,064,478 18.06
3 SHIN YANG PLANTATION SDN BHD 59,723,422 10.46
4 CIMB GROUP NOMINEES (ASING) SDN BHD
EXEMPT AN FOR DBS BANK LTD (SFS-PB) 53,376,642 9.35
5 STATE FINANCIAL SECRETARY SARAWAK 44,969,000 7.88
6 LING CHIONG HO 27,547,600 4.83
7 UOBM NOMINEES (ASING) SDN BHD
UNITED OVERSEAS BANK NOMINEES (PTE) LTD FOR PERRA GROUP LIMITED 18,057,085 3.16
8 HSBC NOMINEES (ASING) SDN BHD
EXEMPT AN FOR BNP PARIBAS SINGAPORE BRANCH (A/C CLIENTS-FGN) 12,572,228 2.20
9 AMSEC NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT – AMBANK (M) BERHAD FOR LING CHIONG HO 12,500,000 2.19
10 DB (MALAYSIA) NOMINEE (ASING) SDN BHD
EXEMPT AN FOR BANK OF SINGAPORE LIMITED 9,351,300 1.64
11 CIMSEC NOMINEES (TEMPATAN) SDN BHD
CIMB FOR WONG ING YUNG (PB) 3,968,100 0.70
12 AMANAHRAYA TRUSTEES BERHAD
PUBLIC STRATEGIC SMALLCAP FUND 3,900,100 0.68
13 KENANGA NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR PEKAN MEGAH SDN BHD 3,857,142 0.68
14 PEKAN MEGAH SDN BHD 3,620,034 0.63
15 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
EMPLOYEES PROVIDENT FUND BOARD (PHEIM) 3,222,700 0.56
16 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (I-VCAP) 2,805,000 0.49
17 ALLIANCEGROUP NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR CHONG YIEW ON (6000006) 2,699,600 0.47
18 RHB NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR LAW KIONG HOLDINGS SDN BHD 2,546,000 0.45
19 UOB KAY HIAN NOMINEES (ASING) SDN BHD
EXEMPT AN FOR UOB KAY HIAN PTE LTD (A/C CLIENTS) 2,405,836 0.42
20 CIMB COMMERCE TRUSTEE BERHAD
PUBLIC FOCUS SELECT FUND 2,404,414 0.42
21 WONG HEE KWONG 2,345,600 0.41
22 AMANAHRAYA TRUSTEES BERHAD
PUBLIC ISLAMIC TREASURES GROWTH FUND 2,313,257 0.41
23 AMANAHRAYA TRUSTEES BERHAD
PB SMALLCAP GROWTH FUND 1,880,900 0.33
24 CITIGROUP NOMINEES (ASING) SDN BHD
CEP FOR PHEIM SICAV-SIF 1,823,700 0.32
25 NEOH CHOO EE & COMPANY SDN BERHAD 1,417,800 0.25
26 ADINAMAJU SDN BHD 1,307,420 0.23
27 MAYBANK NOMINEES (TEMPATAN) SDN BHD
MAYBANK TRUSTEES BERHAD FOR RHB CAPITAL FUND (200189) 1,157,142 0.20
28 MAYBANK NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR ERIC KIU KWONG SENG 1,141,457 0.20
29 CIMB GROUP NOMINEES (ASING) SDN BHD
EXEMPT AN FOR DBS BANK LTD (SFS) 1,133,485 0.20
30 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
KENANGA ISLAMIC INVESTORS BHD FOR LEMBAGA TABUNG HAJI 976,400 0.17
file:///C:/Financial/SOP%20AR%202016%20-%20part%202.pdf

Posted by limch > 2017-05-03 17:23 | Report Abuse

Some big name shareholders : EPF, KWAP, PNB, Tabung Haji, Public Mutual and Neoh Choo Ee.

Posted by jenabchen123 > 2017-05-03 18:24 | Report Abuse

Yahoo! A lot interests from buyers but not much sellers! Price to climb further???

Posted by Sarawakians > 2017-05-03 20:49 | Report Abuse

Sarawak counter SOP moving. Give face to us strong support for BN? When is Sarawak Plantation turn to move?

Posted by Sarawakians > 2017-05-03 20:49 | Report Abuse

Can we ask RM 4 for SOP by end May?

Posted by 10bagger10 > 2017-05-03 22:32 | Report Abuse

Sure. Pls .

Posted by luster > 2017-05-04 09:56 | Report Abuse

Tan Sri Ling is very generous. Give and Take.

"kcpung >>> Hard to buy in volume, sometimes seller only 100 shares, the seller like already CLEAN UP
03/05/2017 17:46"

Posted by luster > 2017-05-05 07:55 | Report Abuse

http://www.theedgemarkets.com/article/sarawak-oil-palms-disposes-entire-stake-shipping-agency

KUALA LUMPUR (May 4): Sarawak Oil Palms Bhd (SOP) has disposed of its entire 45% equity interest in Micaline Sdn Bhd for RM985,000 as the anticipated returns from the investment is not up to its expectation.

“The company decided that it is not feasible to continue the business,” SOP said in a filing with Bursa Malaysia.

Micaline is a shipping agency that owns and operates an oil and chemical tanker and a motor tanker for the shipment of palm oil.

SOP said the disposal is not expected to have any material effect on its earnings per share, net assets per share, gearing, share capital and substantial shareholders’ shareholdings for the financial year ending Dec 31, 2017.

SOP’s share price closed down two sen or 0.56% at RM3.58 today for a market capitalisation of RM2.04 billion.

Posted by Sarawakians > 2017-05-05 10:28 | Report Abuse

Please do not forget us if BN want to remain in power. We want SOP RM 4-4.5 by GE 14.

Posted by enning22 > 2017-05-05 11:52 | Report Abuse

if SOP wants to grow further , it should looks into oleo-chemicals business, likes KLK did.

Posted by cpo_ > 2017-05-08 12:21 | Report Abuse

CPO up today. Why drop? Sarawak abandoned?
http://www.bursamalaysia.com/market/derivatives/prices/

Posted by cpo_ > 2017-05-08 12:25 | Report Abuse

Even TA Ann lower EPS higher price why not SOP with better QR?

Posted by cpo_ > 2017-05-08 12:25 | Report Abuse

Is Ta Ann Q1 2017 FFB output show big growth like SOP?

Posted by cpo_ > 2017-05-08 12:33 | Report Abuse

Compare SOP with Ta Ann and KM Loong more reasonable than KLK RM 24.

Posted by enning22 > 2017-05-08 15:55 | Report Abuse

please note (bizarre why now only )

with new Amended figure is inclusive of the newly acquired estates and mill.

in M.Tonnes

FFB amended from 90,123 to 110,174

CRUDE PALM OIL amended from 29,288 to 33,783

PALM KERNEL amended from 5,733 to 6,572


http://www.bursamalaysia.com/market/listed-companies/company-announcements/5407577

Posted by enning22 > 2017-05-11 15:19 | Report Abuse

observing the price chart of crude palm oil, it hit a low last month , now gradually climbing to higher level, due to strong export demand,.so we would see better earning for plantation stocks;l.current stock price is attractively low, if investors can hold 6 months or more, i estimate ,they could reap healthy return.

Posted by rlch > 2017-05-12 14:53 | Report Abuse

SOP no need to pay extra timber tax unlike Ta Ann. Why must follow Ta Ann selloff?

Posted by johotin88 > 2017-05-12 23:21 | Report Abuse

Still very much on long term downtrend. It might take another few years to recover.

Posted by enning22 > 2017-05-15 15:12 | Report Abuse

don't talk nonsense, production improved by 15-20% as from last year , cpo price reasonable good and managed to maintain well around 2600-2700,

Posted by enning22 > 2017-05-15 20:34 | Report Abuse

中国需求支撑．棕油喜迎斋戒月
大马今年4月原棕油库存按月微增3%至160万公吨，分析员认为，预料今年5月原棕油库存将维持在低水平，因产能复苏被强劲原棕油需求所抵消、特别是伊斯兰国家在斋戒月前夕重新进行库存活动，及中国市场需求传统旺季，有助支撑今年原棕油价格平稳在现有水平。
（吉隆坡15日讯）大马今年4月原棕油库存按月微增3%至160万公吨，分析员认为，预料今年5月原棕油库存将维持在低水平，因产能复苏被强劲原棕油需求所抵消、特别是伊斯兰国家在斋戒月前夕重新进行库存活动，及中国市场需求传统旺季，有助支撑今年原棕油价格平稳在现有水平。

广告
MIDF研究表示，预料大马2017年5月原棕油库存按月增长6%至170万公吨，主要假设包括产量按月增加7%、以及出口按月成长也达7%水平。

MIDF研究对2017年原棕油价格预测，维持在平均每公吨2725令吉，预料原棕油价格走高7%，将不足以抵消产量下跌15%的冲击。

该行对整体种植业保持“中和”评级，首选种植股为吉隆坡甲洞（KLK，2445，主板种植组），给予“买进”及目标价为29令吉25仙。

肯纳格研究指出，随着大马今年4月原棕油库存数据出炉，该行将今年第二季的原棕油价格交易幅度定在每公吨2550至2800令吉之间（之前为2700至2900令吉）。2017年全年原棕油价格预测则保持平稳在每公吨2550令吉。整体行业维持“中和”评级。

丰隆研究指出，大马今年4月原棕油库存按月增3%至160万公吨，按月产量增加5.8%，部份影响受到略增出口所抵消。这比彭博社预测中介数163万公吨稍低，市场预期较高产量所致。

创5个月上涨记录

一家停牌 林刚河建筑公司暴跌
广告
今年4月原棕油按月产量增5.8%至155万公吨，主要是沙巴、彭亨及登嘉楼的产量强劲成长。整体鲜果串产量增加至每公顷1.17公吨，较3月为每公顷1.1公吨。今年至今为止，大马原棕油产量增加18.2%至550万公吨，创下连续5个月上涨记录。

大马今年4月原棕油出口按月增长1.4%至128万公吨，中国及欧盟市场需求强劲，部份抵消印度疲弱需求劣势。两家货船调查公司──ITS及SGS皆表示，截至今年5月首10天，大马原棕油出口取得双位数成长。

达证券指出，印尼在2017年5月至10月的生物柴油分配额下调以及气候变化，将拉低今年下半年的原棕油价格。预期原棕油产量有增无减，也对下半年原棕油价格“雪上加霜”。

达证券指出，美国农业部最近预测，全球2016/2017年的大豆库存将走高至9010万公吨（较市场预测为8750万公吨），至于2017年及2018年预测为8880万公吨，依然比市场预测的8670万公吨来得高，这使大豆期货价格，略为下跌至每蒲式耳970.25美元。


丰隆研究指出，该行将2017年及2018年的原棕油平均价格预测，维持在每公吨2500令吉，对整体种植业保持在“中和”评级，该行预期原棕油产量复苏，料将被偏低的原棕油价格所抵消。

该行给予“超越大市”评级的种植股，包括IOI集团（IOICORP，1961，主板种植组）、PPB集团（PPB，4065，主板消费品组）、怡保种植（IJMPLNT，2216，主板种植组）、合成种植（HSPLANT，5138，主板种植组）、以及联合马六甲（UMCCA，2593，主板种植组）。

文章来源：http://www.sinchew.com.my/node/1643362/%E4%B8%AD%E5%9B%BD%E9%9C%80%E6%B1%82%E6%94%AF%E6%92%91%EF%BC%8E%E6%A3%95%E6%B2%B9%E5%96%9C%E8%BF%8E%E6%96%8B%E6%88%92%E6%9C%88

Posted by limch > 2017-05-17 01:50 | Report Abuse

Avg TP RM 4.37 should buy more not sell.
https://klse.i3investor.com/servlets/stk/5126.jsp

Posted by Gabriel Khoo > 2017-05-17 19:26 | Report Abuse

April 2017 :-
M.TONNES

FFB 104,918
CRUDE PALM OIL 32,779
PALM KERNEL 6,488

Posted by Andry007 > 2017-05-18 15:41 | Report Abuse

FFB output drop by 6%

Posted by 10bagger10 > 2017-05-19 09:55 | Report Abuse

I got a feeling sop is going to go up. Go check it out.. not many seller... anyone agree?

Posted by enning22 > 2017-05-19 10:35 | Report Abuse

if you compare the April output of 2017 against April/2016, it is improvement of 30%

Posted by 10bagger10 > 2017-05-19 11:05 | Report Abuse

Enning sifu, whats ur everage buying price.?

Posted by enning22 > 2017-05-19 11:59 | Report Abuse

3.50 +@-

Posted by 10bagger10 > 2017-05-19 12:17 | Report Abuse

I bought at 3 55

Posted by confuse > 2017-05-19 15:33 | Report Abuse

Why I bought at RM 3.58?

Posted by 10bagger10 > 2017-05-19 17:29 | Report Abuse

Swk plant cepat already report good earning... i expect may be at least 10 this qtr. What u all think?

Posted by enning22 > 2017-05-22 17:18 | Report Abuse

CPO selling price keeps on climbing upward ,prompt delivery 2900 rm;hopefully may touch 3000 rm soon ,or even more ,again , best of luck.

Posted by limch > 2017-05-23 10:54 | Report Abuse

i3 avg TP RM 4.37 can trust?
https://klse.i3investor.com/servlets/stk/5126.jsp

Posted by enning22 > 2017-05-24 10:15 | Report Abuse

if refer to Taann 1st.quarterly result which shows excellent profit, SOP has double acreage size and double FFB out put, theorectically should show incredible profit result,

Posted by cpo_ > 2017-05-24 15:00 | Report Abuse

Can follow Ta Ann good QR?

Posted by cpo_ > 2017-05-24 15:05 | Report Abuse

EPS 10 sen good?

Posted by 10bagger10 > 2017-05-29 17:20 | Report Abuse

Wow wow

Posted by enning22 > 2017-05-29 17:21 | Report Abuse

Quarterly rpt on consolidated results for the financial period ended 31 Mar 2017
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5442897

Posted by Gabriel Khoo > 2017-05-29 17:23 | Report Abuse

Wow. Cool

Posted by Sebastian Sted Power > 2017-05-29 17:25 | Report Abuse

EPS 12!!

Posted by 10bagger10 > 2017-05-29 18:46 | Report Abuse

Good?

Posted by enning22 > 2017-05-29 19:39 | Report Abuse

profit 74 millian after tax ,300% better then last year same (1st) quarter ,excellent lah,

Posted by probability > 2017-05-29 20:07 | Report Abuse

congrats enning22! Best plantation stock

Posted by johotin88 > 2017-05-30 19:39 | Report Abuse

It dropped even with this type of good result. What is happening to our market ?

Posted by enning22 > 2017-05-31 17:19 | Report Abuse

currenctly the selling price of CPO is lowering due to the onset of annual high production cycle,and lower price ;may be this could be the reason,but third and fourth quarterly could see better cpo price and more positive sentiment,i diversified my portfolio with other stocks like , annjoo, and cimb ,they are doing good,good luck my friends.

Posted by enning22 > 2017-06-01 11:39 | Report Abuse

Indonesia's palm oil stocks below 1 mln tonnes in April-GAPKI - Reuters News
31-May-2017 08:10:17 PM

JAKARTA, May 31 (Reuters) - Indonesia's palm oil stocks fell to 888,000 tonnes at the end of April, less than a quarter of the total at the end of 2016, the country's Palm Oil Association (GAPKI) said on Wednesday.
Stocks fell as demand rose faster than production. Output in Indonesia, the world's top palm oil producer, is yet to fully recover from a long drought in late 2015.
Stocks stood at 3.75 million tonnes at the end of last year and nearly 1.4 million at the end of March, GAPKI's data shows.
Exports of all palm oil products, including oleochemical and biodiesel, totalled 10.7 million tonnes in January to April, up 23 percent from 8.7 million tonnes in the same period last year.
Meanwhile, output rose 14 percent to 11.5 million tonnes in January to April, from the same four-month period last year

Posted by Tom85 > 2017-06-01 16:26 | Report Abuse

This counter i monitor more than a year. quarterly report keep glowing but the share price is keep down. dividend also maintain at 50 sen.Dont think they care investor feeling.

Posted by limch > 2017-06-06 16:15 | Report Abuse

Why drop so much despite good QR?