Posted by chshzhd > 2021-01-12 21:32 | Report Abuse

IB today upgrade TP of other plantation counters ie hsplant ijmplant & tsh

Posted by sarawakian63 > 2021-01-13 10:51 | Report Abuse

Why Swk Plant no upgrade or >2.3 hard?

Posted by sarawakian63 > 2021-01-13 10:53 | Report Abuse

"Emergency" need to delay Sarawak state election not fight Covid19? Stock mkt bad is it?

Posted by freddiehero > 2021-01-13 23:10 | Report Abuse

yes, 4.18 can..

Posted by chshzhd > 2021-01-13 23:10 | Report Abuse

never mind .. i upgrade swk TP to 3.90 with forward eps 30 pe13 :)

Posted by bluelight > 2021-02-05 15:03 | Report Abuse

very quiet here

Posted by i3gambler > 2021-02-06 17:29 | Report Abuse

https://klse.i3investor.com/blogs/gambler/2021-02-06-story-h1540987203-SWKPLNT_Growth_and_Dividend_Play.jsp

Growth and Dividend Play.

Posted by bluelight > 2021-02-16 09:33 | Report Abuse

start to move

Posted by vcinvestor > 2021-02-16 09:45 | Report Abuse

sadly, lacking volume

Posted by Hoo SH > 2021-02-17 22:34 | Report Abuse

expected to deliver good result at Q4

Posted by WhereToInvest > 2021-02-19 20:30 | Report Abuse

Results not bad

Posted by Johnzhang > 2021-02-20 09:18 | Report Abuse

Earned $0.22 per share for FY2020. PE is merely 10x. At a very fair PE of 15x, price should be $3.30. Dividend paid $0.10 and expect a final $0.05? Good DY.
The best will come in FY2021. EPS May reach $0.35 due to expected improving production and higher CPO price . At PE 15x, it should fetch over $5/- . Dividend will go higher too.
The big plantations companies are trading at PE of 25-35x. Why should there be so huge discounts for the mid and small plantations??

Posted by Minagrace > 2021-02-21 12:22 | Report Abuse

Volume is too illiquid to trade. PE 10 is fair enough.

Posted by andr > 2021-02-22 09:39 | Report Abuse

BBB

Posted by 8888_ > 2021-02-24 10:15 | Report Abuse

PBB TP RM 3.15 when? Why down?
https://klse.i3investor.com/servlets/ptres/58580.jsp

Posted by CAWALLUK > 2021-03-07 02:28 | Report Abuse

dollardollarbill - Thank you for that very informative piece. I held this share for many years now and never lost faith, only problem is low trading volume, otherwise this share could easily reach
RM 3.00. One question please, in 2020 div was 10c do you think they will pay 10c for 2021, or possibly more ? because Public Invest Research last month only forecast 5c for this year which was disappointing to read after such a good result.

Posted by Awang87 > 2021-03-08 17:05 | Report Abuse

dollardollarbill - Macam mana dengan Harn Len? Harn Len syarikat kelapa sawit juga.

Posted by CAWALLUK > 2021-03-11 06:16 | Report Abuse

Impressive finish today and turnover is also creeping up. Just a thought, the estimated FFB production for 2021 is around 415,000 tonnes. FFB production in Feb/Mar this year is 21-22,000
tonnes, do you think that 2021 target is achievable ?

Posted by Momokoko > 2021-03-11 17:11 | Report Abuse

If you ask me. All oil palm plantations experienced high yield in 2020. Not just srwkplt. This is mainly due to 3 years of downtrend of crop from 2017 to 2019. Usually, when this happens, 4th year will be high yield year. Furthermore, all plantations sectors are underated ones. Not just srwkplt. In late 2020, CPO price is high due to increase in supply and export to India and mid East.

The only difference between one oil palm plantations to others is the capability of the management to issue dividend. Some management controlled and own by politicians and some own by state government/royalties. They have to fill the coffers of this greedy people first.

Posted by chshzhd > 2021-03-12 12:27 | Report Abuse

no! swk FFB yield is much better than others!!

Posted by chshzhd > 2021-03-12 12:31 | Report Abuse

i have all the ffb figures in excel for most of the plantations courters ..

Posted by chshzhd > 2021-03-12 12:33 | Report Abuse

of course my focus is on swk inno taann sop n kmloong!

Posted by chshzhd > 2021-03-12 12:34 | Report Abuse

if you study .. you will know why i choose this 5

Posted by dusti > 2021-03-12 15:52 | Report Abuse

MMKK very good observations. ALL oil palm estates suffer from shortage of harvesters . If SP is worth >6 why would previous major shareholder cash in? They celebrated after selling. Why??
Also too many staff and supporters on this forum to mislead potential investors.

Posted by i3gambler > 2021-03-13 09:19 | Report Abuse

Look at the numbers tell you the story, i.e. the YoY of FFB production:

JTIASA:
2018: +2.0%
2019: +4.6%
2020: -18.2%

SOP:
2018: -2.5%
2019: +0.1%
2020: +1.2%

TAANN:
2018: -1.5%
2019: +2.7%
2020: -5.1%

SWKPLNT:
2018: +3.4%
2019: +14.4%
2020: +21.3%

The above 4 companies have estates only in Sarawak, so good for comparison, because they face the same weather, workers and etc.

Now, look at big company KLK which have estates in Peninsular, Sabah and Indonesia but none in Sarawak.

KLK:
2018: +4.0%
2019: -0.8%
2020: -1.3%

Posted by chshzhd > 2021-03-13 16:55 | Report Abuse

good i3gambler
that's y i think swk should have better valuation than SOP:)

Posted by chshzhd > 2021-03-13 16:57 | Report Abuse

swk is my top choice among sop taan kmloong

Posted by chshzhd > 2021-03-13 16:58 | Report Abuse

inno is my first choice too ..

Posted by Plantermen > 2021-03-15 08:18 | Report Abuse

More upside for sarawak plant and other cpo producers

Posted by chshzhd > 2021-03-15 16:24 | Report Abuse

going to break new high ..

Posted by chshzhd > 2021-03-16 17:07 | Report Abuse

today strong!

Posted by 8888_ > 2021-03-20 11:40 | Report Abuse

BIMB TP RM 2.5 also hard to reach?

Posted by chshzhd > 2021-03-21 16:24 | Report Abuse

need a little time..

Posted by 8888_ > 2021-03-23 10:31 | Report Abuse

2.3-2.4 you all like?

Posted by 8888_ > 2021-03-23 10:31 | Report Abuse

None will attend AGM?

Posted by 8888_ > 2021-03-23 10:33 | Report Abuse

TaAnn EPF can buy not Swk Plant?

Posted by 8888_ > 2021-03-23 10:50 | Report Abuse

Why not ask to privatise Swk Plant by TaAnn offer 1 TaAnn for 1 Swk Plant?

Posted by 8888_ > 2021-03-23 11:11 | Report Abuse

CPO RM 4K so dividend can increase from 10 sen to 15 sen in 2021?

Posted by Hidup_PN > 2021-04-08 15:17 | Report Abuse

2.88 can come by Sarawak state election or GE15?

Posted by Bizfuneng > 2021-04-08 15:34 | Report Abuse

Well need to be very patience.

Posted by Sarawakians > 2021-04-12 12:04 | Report Abuse

2.41 is max? Why not let BN rule back? RM 3-4 even can see.

Posted by everest29029 > 2021-04-12 14:42 | Report Abuse

https://www.theedgemarkets.com/article/malaysias-march-cpo-output-28-mom-first-time-six-months

Posted by Hidup_PN > 2021-04-19 11:39 | Report Abuse

2.8 TP?

Posted by 8888_ > 2021-04-22 10:31 | Report Abuse

Beneficiary of CPO >RM 3800? PBB TP RM 3.15?

Posted by 8888_ > 2021-04-22 10:38 | Report Abuse

PublicInvest TP RM 3.15 can come like Kossan 6.1?

Posted by CAWALLUK > 2021-04-26 03:28 | Report Abuse

Topped up with another few thousand on Friday at RM2.41, will hit RM2.60 by June for sure.

Posted by cheap1 > 2021-04-26 09:15 | Report Abuse

CPO lowest PE?

Posted by Johnzhang > 2021-04-29 13:21 | Report Abuse

Swkplant is the biggest beneficiariy in both increasing production and substantially higher CPO price. I suspect the double benefits ) production and price) is explosive and will also lead to substantially higher dividend payout .

Posted by Johnzhang > 2021-04-29 13:22 | Report Abuse

In this regards, Taann will also benefit greatly

Posted by vcinvestor > 2021-05-03 09:29 | Report Abuse

https://www.klsescreener.com/v2/news/view/823241/mukah-plans-bearing-fruit