Posted by loneranger > 2022-07-01 12:35 | Report Abuse

All IB, where are you when we need you the most?

Posted by ctooi51 > 2022-07-01 15:59 | Report Abuse

One by one abandoned the rubbished ship....

Posted by loneranger > 2022-07-02 07:35 | Report Abuse

Pity...all traders and retailers are slaughtered by IB...

Posted by Raymond Tiruchelvam > 2022-07-02 07:58 | Report Abuse

calvin.... hos is it that you know exactly when steveccwong will write his comment and then you conveniently follow up next saying good work wong..... and write yours not just here but also elsewhere..... hmmmm

Posted by calvintaneng > 2022-07-02 19:15 | Report Abuse

Raymond

My calculation is this

Last two qtr profits for hs plant 11 sen to 12 sen

About 45 sen annualised

At 60% dividend payoit from profit we may expect total 27 sen dividend for year 2022

Since we already received 17 sen profit can we at least expect another 8 to 10 sen dividend this August 2022. That will make a double digit dividend year

Posted by loneranger > 2022-07-04 07:34 | Report Abuse

11.79 EPS actually has been paid as final dividend for FY 2021. Normally first dividend paid in August (FY 2022) won't be attractive. However, I hope I am wrong.

Posted by loneranger > 2022-07-04 07:42 | Report Abuse

17 cents dividend paid is actually for FY2021. So, please don't mislead...

Posted by calvintaneng > 2022-07-06 00:02 |

Post removed.Why?

Posted by loneranger > 2022-07-06 21:18 | Report Abuse

steveccwong said he collected total 91 cents dividend over the past 10 years. But the share price dropped more than RM 1.00 in less than 1 month. Hahaha.

Posted by calvintaneng > 2022-07-07 13:48 |

Post removed.Why?

Posted by Keyman188 > 2022-07-07 16:06 | Report Abuse

OMG...What is happening for CPO price !!!...

Foresee CPO will dip below 3000 within next 6 months...


IF CPO dip below 3000 what will happen for all planters ???...

wkwkwk...kekeke...hehehe...

Posted by loneranger > 2022-07-08 18:29 | Report Abuse

All planters can expect handsome dividend as Calvintaneng mentioned. Haha.

Posted by calvintaneng > 2022-07-10 22:31 |

Post removed.Why?

Posted by calvintaneng > 2022-07-19 00:18 |

Post removed.Why?

Posted by Raymond Tiruchelvam > 2022-07-19 03:32 | Report Abuse

ayoooo where got 4066..... only 3986 or so.... always over doing it

Posted by calvintaneng > 2022-07-20 15:42 |

Post removed.Why?

Posted by Effulgence > 2022-07-24 17:08 | Report Abuse

https://klse.i3investor.com/web/blog/detail/extraordinaryyou/2022-07-24-story-h1626938054-HSPLANT_5138_Palm_Oil_No_Debts_No_Worries

Posted by loneranger > 2022-07-24 17:41 | Report Abuse

HSPLANT has some publicity. The blogger mentioning HSPLANT may only be Calvin Tan.

Posted by calvintaneng > 2022-07-27 16:08 | Report Abuse

HS PLANT

POTENTIAL HIGH DIVEND AGAIN

CASH IN HAND IS 7.3 SEN

EXPECTED PROFIT 13 SEN TO 15 SEN

DIVIDEND PAYOUT EXPECTED 8 SEN - 12 SEN OR MORE

Posted by calvintaneng > 2022-07-31 18:58 |

Post removed.Why?

Posted by dlau8899 > 2022-08-01 14:59 | Report Abuse

2.45, 2.55, 2.65

Posted by dlau8899 > 2022-08-04 12:44 | Report Abuse

Target price 2.80

Posted by dlau8899 > 2022-08-05 14:52 | Report Abuse

Going up

Posted by dlau8899 > 2022-08-05 14:54 | Report Abuse

High dividend stock with coming good quarter result

Posted by loneranger > 2022-08-21 13:14 | Report Abuse

This few days we will know whether Calvin is sifu or Abhigya Anand...

Posted by i3gambler > 2022-08-21 16:01 | Report Abuse

My way of evaluating plantation companies,
by comparing EV (enterprise value) of their planted oil palm estates.

My formula may be a bit different from others.
EV = market cap + total liabilities - current assets - other non-related business.

For TSH,
EV = 2214m
Planted oil palm estate = 42,495 ha, 15% in Sabah, 85% in Indonesia.
Therefore, EV / ha = RM52,111 / ha

For HSPLANT,
EV = 1761m
Planted oil palm estate = 35,434 ha, 100% in Sabah,
Therefore, EV / ha = RM49,708 / ha

As I know, the market price for planted oil palm estate in Sabah is around RM80,000.
So HSPLANT is cheap.
But for Indonesia, I do not know the market price / ha.
It is better not to take risk, I think HSPLANT is the better choice.

One more important thing,
HSPLANT has a 60% dividend policy,
I estimate the EPS this year would be 36 sen, or dividend = 60%*36 sen = 21.6 sen.
Meaning after collecting the 21.6 sen dividend, the EV / ha would be even cheaper.

Posted by calvintaneng > 2022-08-22 08:49 |

Post removed.Why?

Posted by dutatrop > 2022-08-23 09:40 | Report Abuse

ngu ngia boh?.. LOL

Posted by i3gambler > 2022-08-23 16:18 | Report Abuse

I expect EPS for 2nd Q = 9.6 sen, excluding any one off gain / loss.

Posted by loneranger > 2022-08-24 15:28 | Report Abuse

Everybody know dividend is coming. Amount does matter.

Posted by loneranger > 2022-08-24 17:09 | Report Abuse

Abhigya Calvin Anand...

Posted by ctooi51 > 2022-08-24 21:47 | Report Abuse

5sen lah...

Posted by calvintaneng > 2022-08-24 21:51 | Report Abuse

Hs Plant

Profit up YoY

Dividend this Qtr 5 sen add up to 20.5 sen for the year

Hs Plant has Rm560 Millions Cash or about 70 sen

A ROCK SOLID COMPANY BETTER THAN BANK FD

JUST PARK MONEY HERE FOR HANDSOME DIVIDEND

Posted by i3gambler > 2022-08-25 08:34 | Report Abuse

With good profit, the balance sheet improve further,
Therefore, EV / planted ha reduce further to = RM46,213 / planted ha.

Calculate the other way round, suppose the planted estate worth RM80,000 / planted ha,
Then the fair price of HSPLANT = RM3.75,
Fair price / market price = 3.75 / 2.23 = 168%.

Posted by loneranger > 2022-08-25 09:29 | Report Abuse

Share market does not have ''fair value'', "intrinsic value"...such things.

Posted by i3gambler > 2022-08-25 11:18 | Report Abuse

It is just how you call it.
Investment banks do provide price targets.

Posted by calvintaneng > 2022-08-25 14:36 | Report Abuse

there are two values

value set by Mr Market

Value set by real valuers

only way to determine real value is how much it's intrinsic value is

assets plus it's total business enterprize value

just like Klk willing to pay Rm3.10 to take over Ijmplant when it was Rm2.20

Posted by Johnzhang > 2022-08-27 09:40 | Report Abuse

As at 25/8/22, CPO fob Malaysia was usd1,069/mt. SBO ex Rotterdam was usd1,655/mt. CPO is cheaper ridiculously by usd586/mt !
When CPO stock pressure ease in Indonesia soon , the price gap should narrow to usd200/mt with CPO price potentially increase by usd386/mt or RM1,700/mt. This shall bring CPO back to around RM6,000/mt.
SBO price has little chance to go down with weather havoc in Europe, China and U.S.

Posted by Johnzhang > 2022-08-27 09:41 | Report Abuse

Chicago soybean futures rose past $16 per bushel in late August, the highest in over two months, amid concerns of poor growing conditions in the US and higher import demand from major consumer China. Heatwaves in the American Midwest hampered the supply outlook on the current crop, as weather forecasts still do not favor clear indications of rain for the coming days. In the meantime, record-setting heatwaves for multiple Chinese regions damaged the incoming crop, driving grain traders to enter international soybean markets.

Posted by Johnzhang > 2022-08-27 09:49 | Report Abuse

EPS 2Q. 8.37sen
EPS 1H. 21.08sen
Forecast FY22. 35sen
Base on dividend policy of 60% payout , total dividend FY 2022 shall be 21sen. DY = 9.2%!!
Prospect PE is only 6.5x.

Posted by NatsukoMishima > 2022-09-26 13:47 | Report Abuse

Glove 2.0 ! Later all farmer will sell at net loss cost when ASP drop to below rm 2500 per tonne at year end !

Posted by loneranger > 2022-09-28 07:36 | Report Abuse

Hahaha, still want to wait for next dividend?

Posted by ctooi51 > 2022-09-28 11:02 | Report Abuse

Lau Sai Kor..

Posted by NatsukoMishima > 2022-09-28 16:04 | Report Abuse

Glove 2.0 coming , run right now , cut loss to protect capital , dont repeat the same mistake by glove tards , u will be trap by many years !

Posted by Abidjan > 2022-10-05 14:16 | Report Abuse

METMalaysia forecast heavy rains & thunderstorms in West Malaysia states. Plantations in west Malaysia affected but plantations elsewhere OK.

Posted by StartOfTheBull > 2022-10-20 09:25 | Report Abuse

Flood pushes CPO price up. Don't play play.

Posted by loneranger > 2022-11-24 19:04 | Report Abuse

Calvin is missing in action...hahaha.

Posted by PureInvest > 2022-11-29 19:38 | Report Abuse

The not so good performance of Hsplant is temporary, but it has more than RM498M in bank with no borrowings.
Nothing is lost, keep investing when the share price is low.

Posted by Effulgence > 2022-12-24 17:16 | Report Abuse

https://klse.i3investor.com/web/blog/detail/extraordinaryyou/2022-07-24-story-h1626938054-HSPLANT_5138_Palm_Oil_No_Debts_No_Worries

Posted by StartOfTheBull > 2022-12-24 21:11 | Report Abuse

Price is now at its 52 weeks low.