Posted by Kdk Koh > 2012-05-13 03:47 | Report Abuse

HI~ i have some this,this stock ok? but his price drop still 2.98~ all how to see it? any suggest for me? tq very much~

Posted by ngohieng > 2012-05-24 17:00 | Report Abuse

Sell?

Posted by bbhor2009 > 2012-05-24 18:06 | Report Abuse

You are a trader or investor?

Posted by Kdk Koh > 2012-06-12 05:59 | Report Abuse

investor?~any idea for me?

Posted by petertan1976 > 2013-02-16 19:48 | Report Abuse

look back to the recent company announcement, big event will be explored sooner with relation to FGV...

Posted by petertan1976 > 2013-02-16 19:49 | Report Abuse

so... the price always keep at RM2.55~RM2.70.. If you drop your share to market, one of big "corcodile" will catch all of share in open market

Posted by Manin40 > 2013-09-03 16:22 | Report Abuse

Latest result so disappointing. I am waiting for it to come to 1.90 to par losses

Posted by xxxvalue > 2013-11-16 17:09 | Report Abuse

so quiet here...good. I've been accumulating quietly@2.3-2.5 mostly @2.4. This is for record purpose only...no intention to entice others to buy!

Posted by Up_down > 2014-02-14 15:00 | Report Abuse

Sarawak Plantation facts:

Number of shares: 279,574,000
PER: 42
DY: 3.4%
Planted costs/ hectare: RM 8,700

Plantation area (hectares):
Mature area: 26,501
Immature area: 3,218 ( 11% )
Unplanted area: 11,059
Old Mature: 6,189 ( 23% )
Prime Mature: 12,654 ( 48% )
Young mature: 7,658 ( 29% )


3rd Quarter 2013 financial results:
Turnover: 104 million
Profit before tax: 20 million
EPS: 5.65 cents
Net Cash: 34 million

FFB production:
4th Quarter 2013: 115,360 ton ( increased by 37% )
3rd Quarter 2013: 84,316 ton

Posted by Up_down > 2014-02-21 17:35 | Report Abuse

Not many interested in this counter. I am collecting tickets.

Posted by xxxvalue > 2014-02-23 12:02 | Report Abuse

Up_down, u r a smart investor. Buy when people r least interested b'cause by time people r interested its 2 late!

Posted by Up_down > 2014-02-23 12:20 | Report Abuse

Recently, some investors were purposely sold down at the price 2.4 plus for a while. I did not manage to get it at such a cheap price. It seemed that someone intended to wipe out weak holders temporary.

Posted by CWallUK > 2014-02-24 03:29 | Report Abuse

Undervalued, under researched,one of the cheapest plantation counters, worth at least RM 4.00
I am a UK investor and bought 53,000 shares last year and happy to hold for the long term, they
pay quite a reasonable dividend too.

Posted by speakup > 2014-02-24 07:37 | Report Abuse

wont wilmar new policy affect?

Posted by speakup > 2014-02-24 07:37 | Report Abuse

think safer to buy peninsular or sabah based plantation companies

Posted by Up_down > 2014-02-24 09:10 | Report Abuse

Not much affected as most of its land bank has been planted with oil palm.

Posted by xxxvalue > 2014-02-24 11:26 | Report Abuse

I agree with CWallUK. As for wilmar policy by speakup, I think it will be advantageous for existing plnt players over long term as this will limit new development (clearing of land for new plantation). Economic 101-with limited supply price can only goes up! Good for environment too!

Posted by Up_down > 2014-02-24 11:47 | Report Abuse

With the Wilmar's policy, it would certainly reduce the growth planting on peat land to certain extend which will eventually limit over supply of oil palm in mid.

Posted by Up_down > 2014-02-25 10:09 | Report Abuse

(Reuters) - The El Nino weather pattern that can trigger drought in some parts of the world while causing flooding in others is increasingly likely to return this year, hitting production of key foods such as rice, wheat and sugar.

El Nino - the Spanish word for boy - is a warming of sea-surface temperatures in the Pacific that occurs every four to 12 years. The worst on record in the late 1990s killed more than 2,000 people and caused billions of dollars in damage.

A strong El Nino can wither crops in Australia, Southeast Asia, India and Africa when other parts of the globe such as the U.S. Midwest and Brazil are drenched in rains.

While scientists are still debating the intensity of a potential El Nino, Australia's Bureau of Meteorology and the U.S. Climate Prediction Center have warned of increased chances one will strike this year.

Last month, the United Nations' World Meteorological Organization said there was an "enhanced possibility" of a weak El Nino by the middle of 2014.

"The world is bracing for El Nino, which if confirmed, could wreak havoc on supply and cause prices of some commodities to shoot up," said Vanessa Tan, investment analyst at Phillip Futures in Singapore.

Any disruption to supply would come as many crops have already been hit by adverse weather, with the northern hemisphere in the grip of a savage winter.

The specter of El Nino has driven global cocoa prices to 2-1/2 year peaks this month on fears that dry weather in the key growing regions of Africa and Asia would stoke a global deficit. Other agricultural commodities could follow that lead higher if El Nino conditions are confirmed.

BAD BOY

"Production estimates for several crops which are already under stress will have to be revised downwards," said Phillip Futures' Tan.

"Wheat in Australia may be affected by El Nino and also sugar in India."

In India, the world's No.2 producer of sugar, rice and wheat, a strong El Nino could reduce the monsoon rains that are key to its agriculture, curbing production.

"If a strong El Nino occurs during the second half of the monsoon season, then it could adversely impact the production size of summer crops," said Sudhir Panwar, president of farmers' lobby group Kishan Jagriti Manch.

El Nino in 2009 turned India's monsoon patchy, leading to the worst drought in nearly four decades and helping push global sugar prices to their highest in nearly 30 years.

Elsewhere in Asia, which grows more than 90 percent of the world's rice and is its main producer of coffee and corn, a drought-inducing El Nino could hit crops in Thailand, Indonesia, Vietnam, the Philippines and China.

And it could deal another blow to wheat production in Australia, the world's second-largest exporter of the grain, which has already been grappling with drought in the last few months.

El Nino could also crimp supply of minerals such as gold, nickel, tin, copper and coal if mines flood or logistics are disrupted.

In North America, crops in the U.S. Pacific Northwest could suffer as El Nino tends to cause rain to the area, with the major white wheat region already abnormally dry.

But El Nino doesn't spell bad news for all farmers. It could bring rain to drought-hit California's dairy farms and vineyards.

"El Nino has a bad connotation, undeservedly so in the U.S.," said Harry Hillaker, state climatologist in Iowa.

"Given the water supply issues they are having in California, more rain would be helpful."

And in Central America, while dryness associated with El Nino would curb coffee production, it would also help drive back the leaf rust that has blighted crops in the region.

Posted by xxxvalue > 2014-02-28 07:51 | Report Abuse

CPO price is moving up fast. With this uptrend, plnt counters may do well in 2014....

Posted by Up_down > 2014-02-28 08:18 | Report Abuse

Good results with EPS 5.4 cents for the last quarter. They just announced 4 cents dividend.

Posted by Up_down > 2014-03-03 13:38 | Report Abuse

Sarawak Plantation facts:

Current price: 2.60
Lowest price in 24 months: 2.45

P/E: 18.32 times
EPS: 14.20 cents
NTA: 2.08
Gearing: NIL
Dividend yield: 3.08%
Dividend: 8 cents / share

FFB year 2013: 334,804MT
FFB year 2012: 303,118MT

Mature area (2012): 24,709 hectares
Immature area (2012): 3,218 hectares
Estimate Planted area (2013): 1,500 hectares ( 21.8 million )


EPS
Qtr 30-12-13 - 5.4 cents
Qtr 30-9-13 - 5.65 Cents
Qtr 30-6-13 - 0.48 Cents
Qtr 31-3-13 - 2.67 Cents
Qtr 31-12-12 -(2.49) Cents
Qtr 31-9-12 - 7.25 Cents
Qtr 30-6-12 - 5.78 Cents
Qtr 31-3-12 - 5.95 Cents


Turnover
Qtr 30-12-13 - 113m
Qtr 30-9-13 - 104m
Qtr 30-6-13 - 71m
Qtr 31-3-13 - 74m
Qtr 31-12-12 - 91m
Qtr 31-9-12 - 120m
Qtr 30-6-12 - 118m
Qtr 31-3-12 - 102m

Profit before tax:
Qtr 30-12-13 - 16m
Qtr 30-9-13 - 20m
Qtr 30-6-13 - 2m
Qtr 30-3-13 - 6m
Qtr 31-12-12 - ( 3m )
Qtr 31-9-12 - 26m
Qtr 30-6-12 - 21m
Qtr 31-3-12 - 23m

Posted by Up_down > 2014-03-07 11:37 | Report Abuse

It is time to strike back after being suppressed long period.

Posted by Up_down > 2014-05-22 09:47 | Report Abuse

With an increase in planted area in year 2013, SWKPLNT is the lowest in term of Market capitalization / hectare RM 23,000

P/E: 19.16 times
EPS: 14.20 cents

Dividend yield: 3%
Dividend: 8 cents / share

Mature area (2013): 26,728 hectares
Immature area (2013): 4,918 hectares or 18.4% of mature area

Posted by 逍遥子 > 2014-05-22 12:21 | Report Abuse

This is one of the plantation counter I m holding too, but smaller quantity compare to other plantation counter that I m holding. The reason is the yield % is lower compare to other peers. Their yield is around 13/14 MT/H compare to other's 18-20 MT/H.

However the valuation of the plantation land deeply undervalue. Let imagine if we use $30,000 per hectare (which is still quite a sum under the market value), there will be $7000 undervalue per hectare and time 30,000 hectares there will be a whopping $210 millions undervalue. This is an asset play counter.

Posted by Up_down > 2014-05-27 22:15 | Report Abuse

Not many people is willing to buy this counter now. I like to buy while the prices stay at low level. Latest quarterly results was over my expectation. I will collect more.


EPS: 6.23 cents (Qtr 31-3-2014)
P/E: 14.70 times
EPS: 17.7 cents

Dividend yield: 3%
Dividend: 8 cents / share

Mature area (2013): 26,728 hectares
Immature area (2013): 4,918 hectares or 18.4% of mature area

Posted by XXXvalue > 2014-05-30 15:00 | Report Abuse

Holding and continue purchase upon price dip!

Posted by mikashearer > 2014-06-11 02:57 | Report Abuse

TP3.50

Posted by Up_down > 2014-06-16 11:41 | Report Abuse

El Nino is ‘already here’

http://www.aljazeera.com/weather/2014/06/el-nino-already-here-201461585250418750.html

Posted by Up_down > 2014-06-18 18:15 | Report Abuse

This counter is seriously undervalued comparing with its peers. With the support from Mr. Koon, I believe it would move up higher in near future.

Posted by AdCool > 2014-06-24 14:38 | Report Abuse

Hmm. It is moving after some time of inactivity but volume still low.

Posted by mikashearer > 2014-06-28 15:24 | Report Abuse

Every one is wait for a strike

Posted by Up_down > 2014-06-28 21:14 | Report Abuse

This counter has to cool down for a moment before marching forward. It has been trending upward since Mr. Koon acquired a large bloc at cheap price.

Posted by Up_down > 2014-07-01 12:35 | Report Abuse

India Gets Lowest June Rain in 5 Years as El Nino Looms

http://www.businessweek.com/news/2014-06-30/india-posts-lowest-june-rainfall-in-five-years-as-el-nino-looms

Posted by XXXvalue > 2014-07-03 10:21 | Report Abuse

hold & just accumulate when price dip....

Posted by Up_down > 2014-07-03 17:29 | Report Abuse

I am willing to wait patiently for it to complete consolidation before heading north.

Posted by AdCool > 2014-07-07 13:02 | Report Abuse

Lost its momentum and seem price is dipping and correcting itself. Nothing much for catalyst.

Posted by bladekiller > 2014-08-04 14:07 | Report Abuse

wonder if there's any update from the last news re expanding oil palm estates? hmm

Posted by Manin40 > 2014-08-06 12:31 | Report Abuse

KL Lim - no wonder low return, low risk... :)

Posted by AdCool > 2014-08-27 23:13 | Report Abuse

6 sen dividend, ex date 11 Sept

Posted by bladekiller > 2014-08-28 09:08 | Report Abuse

woohoo 6c div

Posted by redbryce > 2014-08-29 11:12 | Report Abuse

y not moving ar...

Posted by AdCool > 2014-08-29 11:28 | Report Abuse

CPO price is still trending down. Other plantation counters are trending down too. This counter consider good already since it s no longer trending down and maintaining.

Posted by rlch > 2014-08-29 17:51 | Report Abuse

Bought today for next month 6sen dividend.

Posted by AdCool > 2014-09-04 23:55 | Report Abuse

Gov exempted CPO export duty in Sept.

Posted by bladekiller > 2014-09-06 15:25 | Report Abuse

up up and away!

Posted by bladekiller > 2014-09-30 16:01 | Report Abuse

http://www.theedgemalaysia.com/business-news/309606-sarawak-plantation-applies-for-rm180mil-banking-facility.html

Posted by XXXvalue > 2014-10-08 16:52 | Report Abuse

hmm..

Posted by XXXvalue > 2014-10-10 10:21 | Report Abuse

accumulating mode...

Posted by XXXvalue > 2014-10-14 17:08 | Report Abuse

hmmm...