Posted by StartOfTheBull > 2022-05-23 18:22 | Report Abuse

Congrats.

Posted by sethoylo > 2022-05-23 18:30 | Report Abuse

7.3cents cantik

Posted by HuatHuat188 > 2022-05-23 18:34 | Report Abuse

qtr good what use....share price need up only good

Posted by calvintaneng > 2022-05-23 18:40 | Report Abuse

Excellent 7.3 sen dividend !!

Posted by brianklc > 2022-05-23 19:07 | Report Abuse

What logic is this? If results no good how share price go up?


HuatHuat188
qtr good what use....share price need up only good

Posted by greenland > 2022-05-23 19:08 | Report Abuse

Keep it.. dont be impatient. I sold my glove counters because tge prices did not move after record profits in August 2020.. only to see them fly in Nov 2020

Posted by Silemak > 2022-05-23 19:21 | Report Abuse

First interim 7.3 . At 1.00 is 7.3%. And more to come. Bplant is one of the highest div counter in bursa.
And with less borrowing future profit will be more and expect better div.

Posted by solidwhitebush > 2022-05-23 19:51 | Report Abuse

Extraordinary QR! With dividend

Posted by StartOfTheBull > 2022-05-23 21:08 | Report Abuse

@HuatHuat188
These days Bursa has a lot of contra players. You see today gloves counters rally you will know what I meant.
For the price of 101c you get 7.3c returns (dividend) in less than a month this is definitely a steal.

Posted by ImLearningFromSifu > 2022-05-23 21:16 | Report Abuse

Lai lai… lets bet…
See tomorrow price up or down!
Wondering why ppl keep selling these few days until 1.00
Time to grab some tomorrow…

Posted by StartOfTheBull > 2022-05-23 21:17 | Report Abuse

If you move the screen up you can see most of the old names have gone which means very likely they have sold it earlier and left.

Posted by Johnzhang > 2022-05-23 21:19 | Report Abuse

All my small cap and mid cap plantations show excellent Q1 2022 results :
SOP EPS 34.09sen (+146% yoy)
Bplant EPS 19.43 sen (+353% yoy for operations)
Taann EPS 23.75 sen (+155% yoy)
Swkpltn EPS 15.52 sen (+82% yoy)
MHC EPS 5.8sen (+67% yoy)
Cepat EPS 4.93sen (+172% yoy)

They put the big boys to shame !
UP EPS 14.39sen (- 20% yoy)
Simepltn EPS 10.4sen (+27% yoy)
IOI EPS 6.62sen (+3% yoy)

Stay invested in small and mid cap plantation counters. The best yet to come.

Posted by ImLearningFromSifu > 2022-05-23 21:23 | Report Abuse

Gameover mana sudah pi? hahahaha
Lai lai… u tell me tomorrow up or down? Hehehe

Posted by stockpicker888 > 2022-05-23 21:42 | Report Abuse

Reading the QR, Isn’t the huge jump in profit due to disposal of plantation assets at 364 million? If we minus this, the result could be flattish or slightly -ve, which is an expected quarter, inline with most companies. Nevertheless, this is still a potential counter, but buyer have to realise the reason of the high profit and dividend.

Posted by calvintaneng > 2022-05-23 21:59 |

Post removed.Why?

Posted by Johnzhang > 2022-05-23 22:03 | Report Abuse

@stockpicker888, stripping the gain on land disposal, operating earning is 353% higher YOY.

Posted by stockpicker888 > 19 minutes ago | Report Abuse

Reading the QR, Isn’t the huge jump in profit due to disposal of plantation assets at 364 million? If we minus this, the result could be flattish or slightly -ve, which is an expected quarter, inline with most companies. Nevertheless, this is still a potential counter, but buyer have to realise the reason of the high profit and dividend.

Posted by brianklc > 2022-05-23 22:10 | Report Abuse

888, u know how to read the quarter announcement? PAT 436m (pg.2)- gain from disposal 364m (pg.2)+ RPGT 39m (pg.12)=111m so if u compare 111m vs Q421 or Q121, does it looks to u flattish or negative to u?

Posted by brianklc > 2022-05-23 22:10 | Report Abuse

The RPGT component of the gain from disposal is part of 71m taxation. Aiyoh…

Posted by brianklc > 2022-05-23 22:12 | Report Abuse

No wonder market is suka suka up, suka suka down, coz market is not efficient… even whn info are readily available, ppl can interpret in all sorts of story

Posted by ImLearningFromSifu > 2022-05-23 22:15 | Report Abuse

Hehe
Whatever it is guys…. This year gonna hold tight tight and wait dividend … hehe
Thank you all sifus for sharing insight since my beginning at bplant. Really appreciate it. #noregretbuyingbplant

Posted by DickyMe > 2022-05-23 22:16 |

Post removed.Why?

Posted by brianklc > 2022-05-23 22:19 | Report Abuse

It seems in i3, old names in plantation counters are missing, guess instead of retailers, lots of shares are now with big players. U can easily compare the AR for FY21 vs FY20.

Posted by ImLearningFromSifu > 2022-05-23 22:25 | Report Abuse

Dicky kor kor… 50sen Special Dividend coming?

Posted by i3lurker > 2022-05-23 22:27 | Report Abuse

efficiency is UP !!!

Posted by brianklc > 2022-05-23 22:28 | Report Abuse

John, if u strip the gain and RPGT, normalised PAT is 111m vs 11.1m for Q121, it’s 1000% YoY right?

Posted by brianklc > 2022-05-23 22:29 | Report Abuse

Despite higher cukai makmur

Posted by i3lurker > 2022-05-23 22:29 | Report Abuse

if continue at this rate of efficiency improvements might even overtake United Plantations [RM15.00 per share]

Posted by brianklc > 2022-05-23 22:33 | Report Abuse

Lurker, hoped so… I m very happy tht they finally turn this company around… very surprised tht they are showing traction in efficiency (which is sustainable in long term) instead of just riding on high CPO…

Posted by DickyMe > 2022-05-23 22:36 | Report Abuse

Naive to not know sarcasm?

Posted by i3lurker > 2022-05-23 22:37 | Report Abuse

Yes
Efficiency is important becoz its a permanent structural business change which makes company profitable thro good times and bad times

I am so pleased efficiency has improved tremendously this Quarter.

Posted by i3lurker > 2022-05-23 22:39 | Report Abuse

shortDick

you should look at the QR and see the efficiency improvements
dun be blinded by the profits increases

Posted by Yippy68 > 2022-05-23 22:42 | Report Abuse

within expectation. very good la

Posted by i3lurker > 2022-05-23 22:49 | Report Abuse

NTA 1.37
huge efficiency improvement

definitely RM1.01 is way undervalued

should be worth above RM2.00 per share

Posted by i3lurker > 2022-05-23 22:51 | Report Abuse

Maybe sslee punya palm oil plantation in Indonesia also cannot do so well in efficiency

sslee might care to comment?

Posted by DickyMe > 2022-05-23 22:52 | Report Abuse

7.3% is too generous. Overconfidence.

Posted by i3lurker > 2022-05-23 22:53 | Report Abuse

7.3% is too little given that efficiency had improved

Posted by i3lurker > 2022-05-23 22:55 | Report Abuse

potential United Plantations

sslee do you wanna compare efficiency Dicks with BPlant?

Posted by i3lurker > 2022-05-23 23:07 | Report Abuse

based on Annualised Result BPlant share price should be above RM12.00 each
thats comparable to United Plantations punya standard

of course market discounts this as once a while high CPO price
still ... ... RM1.01 is just way too low

=> the Upside is huge and Downside does not exist [for the next 3 years]

Posted by Yippy68 > 2022-05-23 23:13 | Report Abuse

DickyMe, you ada pegang saham Bplant ka? hahaha . kosong punya la

Posted by DickyMe > 2022-05-23 23:16 | Report Abuse

Ya, betul,

Posted by i3lurker > 2022-05-23 23:26 | Report Abuse

tomorrow GREEN lah

Posted by chshzhd > 2022-05-23 23:39 | Report Abuse

bplant Q1'22 eps=5
4Q eps=15 price 1.01 -->pe 6.73
taann 4Q eps 85 price 5.60 -->pe 6.59
swkplnt 4Q eps 53 price 2.73 -->pe 5.19

Posted by chshzhd > 2022-05-23 23:40 | Report Abuse

inno 4Q eps 22 price 1.82 -->pe 8.1

Posted by chshzhd > 2022-05-23 23:46 | Report Abuse

simeplt 4Q eps 35 price 5.02 -->pe14
just for comparison..
of course other factors (dividend , tree age , debt.. must take into consideration ..)

Posted by Starship2 > 2022-05-24 00:05 | Report Abuse

Profit from sale of assets - 324m.. Otherwise, the the earnings does not look great to me..Just my views

Posted by Yippy68 > 2022-05-24 02:03 | Report Abuse

hold till next QR in August, at least 4 sen on 2nd interim dividend. huat huat huat.

Posted by Mikecyc > 2022-05-24 05:52 |

Post removed.Why?

Posted by Mikecyc > 2022-05-24 05:54 |

Post removed.Why?

Posted by Mikecyc > 2022-05-24 05:56 |

Post removed.Why?

Posted by Mikecyc > 2022-05-24 05:58 |

Post removed.Why?