Posted by lching > 2013-07-21 01:10 | Report Abuse

cpo price remain low how to wake up?

Posted by haikeyila > 2014-02-27 11:04 | Report Abuse

wonderful result. special divvy too

Posted by speakup > 2014-03-08 15:44 | Report Abuse

My friend told me Focus Malaysia magazine featured this Hap Seng Plantations. Recommended Buy, with TP rm2.90.

Posted by iafx > 2014-03-09 11:04 | Report Abuse

hsplant is subsidiary of hapseng consolidated.

Posted by almufathal > 2014-03-10 18:45 | Report Abuse

tp 2.9 only??? kidding la....i think this company worth more than that

Posted by jolie2 > 2014-03-15 21:01 | Report Abuse

at least 3,00

Posted by jolie2 > 2014-03-18 18:51 | Report Abuse

push up 1 cent everyday is good enough. Sooner it will break 2.80 and will on the way to 2.90.
After that 3.00 and wait over there for hs consolidation to do something. Maybe there want to IOI demerger style where to list their propeties separately. They have many lands in sabah waiting to ripe.

Posted by Stock Operator > 2014-03-31 15:43 | Report Abuse

epf acquiring daily.

Posted by Defu > 2014-04-28 17:25 | Report Abuse

Jolie, definitely above 3.00

Posted by Stock Operator > 2014-04-30 12:17 | Report Abuse

like rock

Posted by iafx > 2014-04-30 12:34 | Report Abuse

http://www.theedgemalaysia.com/business-news/287559-malaysias-march-palm-exports-up-13-pct-mm-its.html

the holding parent hsc must move first, if investors can be more patient, sure it can follow ioicorp. looking good so far!

Posted by L. C. Chong > 2014-05-08 14:31 | Report Abuse

HSPLANT Analysis - http://lcchong.wordpress.com/2014/05/08/hsplantpreliminary-analysis-8-may-2014/

Posted by speakup > 2014-05-28 11:55 | Report Abuse

Hap Seng Plantations Holdings Bhd said net profit for the first financial quarter ended March 31, 2014, rose 111% to RM42.23 million from RM19.97 million in the same quarter a year ago.

Revenue for the quarter rose to RM138.43 million from RM101.36 million a year ago.

The company attributed its strong performance to higher average selling prices and higher sales volume of crude palm oil and palm kernel.

The company expects results for the current financial year to be better than the previous financial year.

Posted by lching > 2014-06-16 13:53 | Report Abuse

this stock too iliquid.....

Posted by rlch > 2014-08-11 22:51 | Report Abuse

Bought today at RM2.56.

Posted by jolie2 > 2014-08-11 22:57 | Report Abuse

cpo price still can go down as USA is increasing the soybean production.
Press down the soybean price . This will drag down the CPO price.

Posted by rlch > 2014-08-26 22:45 | Report Abuse

Profit and dividend increased YOY. Dividend 6sen ex-date 9/9/14.
http://www.malaysiastock.biz/Corporate-Infomation.aspx?type=A&value=H&securityCode=5138

Posted by speakup > 2014-09-20 22:52 | Report Abuse

http://www.thestar.com.my/Business/Business-News/2014/09/17/New-benchmark-pricing-for-oil-palm-estates-in-Sabah-and-Sarawak/

...
Based on the attractive EV per ha below the recent transacted price of RM88,252 per ha, UOBKayHian has identified attractive small and mid-cap listed planters with exposure in Sabah and Sarawak purely based on their asset valuation – Hap Seng Plantations Holdings Bhd, Kretam Holdings Bhd, DutaLand Bhd, Sarawak Plantation Bhd, BLD Plantation Bhd and Sarawak Oil Palms Bhd.

Based on the EV per ha analysis, Sarawak Oil Palms and Hap Seng Plantations are undervalued, trading at a respective RM40,000 and RM53,000 per ha with good production yield.

Hap Seng Plantations also gives decent dividend yields of 4.3%. The research unit pointed out that DutaLand is among the few that might still be keen to dispose its plantation assets in Sabah.
...

Posted by speakup > 2016-03-08 08:35 | Report Abuse

http://www.thestar.com.my/business/business-news/2016/03/08/shortage-of-stock-may-boost-cpo-prices/



PETALING JAYA: MIDF Research sees the price crude palm oil (CPO) rising to RM3,000 a tonne over the next three months, driven by temporary “acute” supply shortage in the market.

At that price level, CPO price would be a parity with its main rival soybean oil. The benchmark CPO futures price on Bursa Derivatives jumped 1.2% to RM2,537 a tonne yesterday.

“Historically, CPO always traded at discount against soybean oil. However, we observed that CPO has traded on par with soybean oil briefly during the period of acute shortage of CPO in the market.” MIDF Research said in a note yesterday.

Such a rare phenomenon, said the research house, occurred before in February 2011.

“At that time, CPO price surged to RM3,800 per tonne as inventory dropped to 1.48 million tonnes. We expect a similar situation may happen again in the second quarter as inventory gets depleted significantly to the critical level of 1.5 million tonnes.

Other key assumptions going forward, according to MIDF, is that soybean price may improve slightly to US$725 per tonne and dollar to the ringgit rate of RM4.15.

An analyst from a local bank-backed brokerage also said he was bullish about CPO price, believing that the shortage of supply was due to the seasonally lower output. “The lower supply will likely cause prices to go up,” he said.

CPO price was at RM2,538 per tonne yesterday.

MIDF also said the inventory could drop to critical levels of 1.5 million tonnes in the second quarter of this year.

“In the short term, we expect February 2016 inventory to decline by 11% month-on-month to 2.07 million tonnes. Consensus is expecting inventory to decline to 2.1 million tonnes (based on a Reuters survey).

“The impact of El Nino is now established and we believe that production will be significantly lower than what it used to be in the first half of 2016.”

The research house added that in March, inventory level could decline further to below two million tonnes and continue its downtrend to 1.5 million tonnes in the second quarter of 2016.

“Note that two million tonnes is the minimum level in which the market perceived the stock situation as ‘comfortable’ and we think that this situation is likely to end soon.

“As we move into the second quarter, it is possible that inventory may drop to “critical” levels as it gets closer to 1.5 million tonnes.”

MIDF also noted that the Palm and Lauric Oils Price Outlook Conference & Exhibition had commenced yesterday and featured speakers that were bullish about CPO prices.

“Our prediction made on Dec 15, 2015 that CPO price should exceed RM2,500 tonnes in the first quarter of this year has been accurate so far. We maintain our bullish view on CPO price and expect it to surge higher in the second quarter to RM3,000 per tonne.”

Posted by calvintaneng > 2016-03-27 22:24 | Report Abuse

HAP SENG PLANTATION

Good NTA, Low P/E and Good Dividend

By all yardsticks HS PLANT Is a Solid counter

Posted by imoogi99 > 2016-03-29 22:43 | Report Abuse

Hmmm....agreed. But lack interest from the people.

Posted by speakup > 2016-03-30 14:01 | Report Abuse

Solid counter.....but nobody want to push.

Posted by Rica7894 > 2016-08-21 14:24 | Report Abuse

Stock on radar.

A well-managed and efficient planter that offers a good dividend yield.

-Share price is supported by:

1. undervalued plantation assets.
At the current share price, the implied EV/ha for its estates is only RM50k, below the market price of RM70k- 80k for Sabah estates.

2. net cash position of RM95m (US$23m) or 12sen a share.

3. 32% Q-o-Q rise in FFB output and 27% Q-o-Q rise in CPO output in 2Q16.

Every 1% rise/drop in FFB output assumption would result in a 3% increase/decrease in our FY16 net profit.
Every RM100/tonne change in CPO price could impact FY16 net profit by 13%.

4.coupled with higher Certified Sustainable Palm Oil (CSPO) premium due to shortages in the market.

Recent shortages in CSPO due to FGV’s withdrawal and IOI’s suspension from RSPO certifications have boosted the premium for CSPO, which is positive for HSP.

5. its dividend policy to distribute 60% of its net profit to shareholders.

There was sharp rally in CPO in the past 4 weeks. CPO rose from a low of RM2270 to touch a high of RM2950. Based on the recovery in CPO prices, plantation stocks can recover further.

Posted by Rica7894 > 2016-08-25 08:47 | Report Abuse

-The share price is supported by its net cash position of RM106m (US$26m) and undervalued plantation assets.

-At the current share price, the implied EV/ha for its estates is only RM52k, below the market price of RM70k-80k for Sabah estates.

-2Q16 net profit grew 22% yoy thanks to higher prices and output. 2Q production was boosted by recent acquisition of 476 ha of oil palm estates.

-Declared an interim dividend of 3 sen, similar to last year's payout.

-The management is optimistic of achieving satisfactory results for the full year.

Posted by Rica7894 > 2016-09-25 11:44 | Report Abuse

-The shares of Hap Seng Plantations is trading at an earnings multiple of 20 times respectively compared to the plantation index which is currently valued at 26 times earnings.

-The latest data by the Malaysian Palm Oil Board (MPOB) shows that spot prices for CPO had hit RM2,899 on Sept 21, which is the highest in more than two years.

-During the third quarter period from July 1 to Sept 22, CPO prices have averaged RM2,604 per tonne according to Bloomberg data.

-Its average cost of production was RM1,376/tonne in 1H16.

-Beneficiary of rising CPO price in 3Q.

The group is a beneficiary of the 17% CPO price spike from end-June to RM2,899/tonne currently as it sells most or all of its palm products on a spot basis.

Its 2Q16/1H16 average CPO price achievement of RM2,661/RM2,510 per tonne is also better than the Sabah’s avg. CPO price of RM2,584/RM2,483 per tonne.

This is due mainly to the price premiums of US$20-30/tonne (or RM80-120/tonne) that it received from its CSPO products. Every RM100/tonne change in CPO price impacts its FY16 net profit by 13%.

Posted by speakup > 2016-09-25 22:03 | Report Abuse

Hsplant dividend 3%/pa
Bplant dividend 8%/pa

which better?

Posted by VenFx > 2016-11-23 17:59 | Report Abuse

Better than SOP .

Posted by tradminator > 2016-11-24 09:20 | Report Abuse

liquity is too low

Posted by steveooikp > 2016-11-24 11:37 | Report Abuse

why don't you all go and buy cepat? is still cheap.
it has plenty of potential... time will tell....

Posted by speakup > 2017-01-05 06:43 | Report Abuse

load up boyz, LTH in goreng mood!

Posted by speakup > 2017-01-10 12:01 | Report Abuse

kan speakup dah kata, LTH goreng hsplant!

Posted by chshzhd > 2017-01-10 14:11 | Report Abuse

good:)

Posted by ctooi51 > 2017-01-10 22:45 | Report Abuse

it will be 2.80 by feb before tge announce dividend and special dividend.

Posted by speakup > 2017-01-11 06:50 | Report Abuse

syndicate pushing up Hsplant. all in!

Posted by ctooi51 > 2017-01-11 12:55 | Report Abuse

good..very good news. syndicate pushing up up

Posted by speakup > 2017-01-11 16:11 | Report Abuse

LAI LIAO!
LAI LIAO!
syndicate goreng HSPLANT!

Posted by ctooi51 > 2017-01-12 16:50 | Report Abuse

syndicate will never touch hsplant.. unless it is ck lau himself who can speculate. i wonder to keep or to sell?

Posted by speakup > 2017-01-20 07:22 | Report Abuse

LTH is the syndicate

Posted by chshzhd > 2017-02-02 16:39 | Report Abuse

:)

Posted by ctooi51 > 2017-02-03 10:03 | Report Abuse

nothing impressive.. with EPF performing the great escape..

Posted by speakup > 2017-02-04 17:36 | Report Abuse

speakup buy call 2.40, now 2.69. more than 10% up

Posted by ctooi51 > 2017-02-06 10:24 | Report Abuse

comming quarter not as good as the last quarte..yet they will sill pay dividends..

Posted by ctooi51 > 2017-02-08 12:13 | Report Abuse

something is not right with this company.. reverse gone down.. debts all remains or up.. productions reducing..are they manipulating with figures? i still have 65000 shares as todate..very worried..someone pls highlights..

Posted by ctooi51 > 2017-02-08 14:37 | Report Abuse

i mean the reserved..down.

Posted by yfchong > 2017-02-09 08:29 | Report Abuse

just sell n join xport counter heveA... wtk

Posted by kktom > 2017-02-09 18:22 | Report Abuse

sell all to me at 2.60

Posted by l04012pg > 2017-02-13 20:35 | Report Abuse

fourth quarter result should be good.

Posted by ctooi51 > 2017-02-17 10:48 | Report Abuse

i guess won't be as good as 3rd quarter.. dividends i m sure at least. 05 with sp dividends. 03...and next quarter after this. koyak..

Posted by ctooi51 > 2017-02-23 12:31 | Report Abuse

finally declare 8¢ dividends..

Posted by kktom > 2017-02-24 16:07 | Report Abuse

any heard of buy over kretam?