Posted by KingKoil > 2023-03-15 18:29 | Report Abuse

on your mark

Posted by calvintaneng > 2023-03-16 22:27 | Report Abuse

Simeplant among world's biggest plantation land owners is very undervalue

Posted by calvintaneng > 2023-03-25 13:02 |

Post removed.Why?

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2023-03-30 16:23 | Report Abuse

Security LastPr PE DY% Divcts ROE ttm-marg
SIMEPLT (Plantation) 4.28 11.9 3.8 16.04 15.18 11.8

Posted by pang72 > 2023-04-18 11:13 | Report Abuse

So, it is time for JTIASA to catch up SIMEPLT

Posted by Kensington > 2023-05-17 10:50 | Report Abuse

Technically, the stock looks bullish ahead of its quarterly announcement expected on 22 May 2023.

Posted by Mabel > 2023-05-17 16:36 | Report Abuse

Wow today our Plantation is so power!

Meow Meow Meow

Posted by GS > 2023-05-24 12:46 | Report Abuse

look at its 1Q earnings , such terrible result !

Posted by StartOfTheBull > 2023-05-24 13:54 | Report Abuse

The writing is on the wall, bad time ahead for plantations.

Posted by troy88 > 2023-05-24 15:56 | Report Abuse

Terrible result. Not surprising

Posted by StartOfTheBull > 2023-05-24 16:04 | Report Abuse

If not a GLC company, should be limit down today.

Posted by GS > 2023-05-24 16:06 | Report Abuse

how much local fund can support?

Posted by StartOfTheBull > 2023-05-24 16:25 | Report Abuse

GLC plantations stocks:-
KLK
Genting Plant
IOI Corp
SimeP
United Plant

Posted by calvintaneng > 2023-07-19 19:38 |

Post removed.Why?

Posted by calvintaneng > 2023-07-20 17:06 |

Post removed.Why?

Posted by success2628 > 2023-07-25 16:20 |

Post removed.Why?

Posted by calvintaneng > 2023-07-26 01:53 |

Post removed.Why?

Posted by calvintaneng > 2023-08-05 22:22 |

Post removed.Why?

Posted by wallstreetrookieNEW > 2023-08-08 15:13 | Report Abuse

Nomura Asset Management acquired 200,000
CIMB-Principal Asset Management 130,000

Posted by wallstreetrookieNEW > 2023-08-09 20:10 | Report Abuse

Crude palm oil prices face an upside risk due to the continuing Russia-Ukraine war, Affin Hwang IB analysts Nadia Aquidah, Steven Chan and Andrew Lim say in a note. Uncertainties due to the war can disrupt global grain supply, pushing vegetable oils prices higher, they say. Global warming can also disrupt crop production yields and make prices volatile, they add. The analysts maintain CPO price estimates for 2023 at MYR3,800/ton-MYR4,000/ton and for 2024 at MYR4,200/ton-MYR4,400/ton. They reckon that the plantation sector's earnings will grow by around 4%-5% with every MYR100/ton increase in CPO prices. They maintain a neutral rating on the sector and select Kuala Lumpur Kepong and Jaya Tiasa Holdings as their top picks

Posted by calvintaneng > 2023-08-10 18:09 |

Post removed.Why?

Posted by calvintaneng > 2023-08-10 22:24 |

Post removed.Why?

Posted by mf > 2023-09-05 14:05 | Report Abuse

5285 SIMEPLT, SIME DARBY PLANTATION BERHAD - +
Changes in Sub. S-hldr s Int (Section 138 of CA 2016)
5 Sep 2023, 13:20
Particular of Substantial Shareholder
Name EMPLOYEES PROVIDENT FUND BOARD
Address 5th Floor, EPF Tower No. 1, Persiaran Kwasa Utama 40150 Shah Alam Selangor
Malaysia
NRIC/Passport No/Company No EPF Act 1991
Nationality/Country of Incorporation Malaysia
Descriptions (Class & Nominal Value) Ordinary Shares
Name & Address of Registered Holder You are advised to read the entire contents of the announcement or
attachment. To read the entire contents of the announcement or attachment,
please access the Bursa website at http://www.bursamalaysia.com

Change Detail
Change Date 30 Aug 2023
Change Reason
Citigroup Nominees (Tempatan) Sdn Bhd Employees Provident Fund
Board(Disposal of 500,000 shares on 29 August 2023)

Nature of Interest 1012319889

Transaction Detail
Transaction Type Date of Change No of Securities Price Transacted (RM)
Disposed 29 Aug 2023 500,000 0.000

No of Securities after Change
Direct Interest (units) 910,108,490
Direct Interest (%) 13.16
Indirect Interest (units) 102,211,399
Indirect Interest (%) 1.478
Total Share after Change 1,012,319,889

Remarks You are advised to read the entire contents of the announcement or
attachment. To read the entire contents of the announcement or attachment,
please access the Bursa website at http://www.bursamalaysia.com
N202309053600066EN

Posted by calvintaneng > 2023-09-12 19:19 |

Post removed.Why?

Posted by calvintaneng > 2023-09-26 21:58 |

Post removed.Why?

Posted by calvintaneng > 2023-10-11 23:04 |

Post removed.Why?

Posted by StartOfTheBull > 2023-10-26 16:34 | Report Abuse

CPO future rebounds strongly.

Posted by TiGongPoPiPopi > 2023-10-29 15:23 |

Post removed.Why?

Posted by StartOfTheBull > 2023-11-04 12:58 | Report Abuse

Indeed, prediction by Dorab Mistry same time last year has precisely happened today. Will his prediction comes true again next year?
https://www.sinchew.com.my/news/20231104/finance/5103631

Posted by calvintaneng > 2023-11-18 00:15 | Report Abuse

AT LONG LAST: LTAT OFFICIAL ACCEPTANCE FORM TO TAKE BPLANT PRIVATE IS OUT, What should you do next? Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-11-18-story-h-214372654-AT_LONG_LAST_LTAT_OFFICIAL_ACCEPTANCE_FORM_TO_TAKE_BPLANT_PRIVATE_IS_OU

Posted by calvintaneng > 2023-11-18 00:26 | Report Abuse

Yes see Pm Corp
Calvin still holding some

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-09-20-story-h-239183963-10_ANNIVERSARY_IN_i3_INVESTOR_FORUM_LOOKING_AT_PM_CORP_PERFORMACE_Calvi

Posted by calvintaneng > 2023-11-20 20:30 |

Post removed.Why?

Posted by Rhenly > 2023-11-27 15:42 | Report Abuse

Sime Darby Plantation Bhd's significant Q3 net profit surge underscores effective management and successful strategies, positioning the company for ongoing growth https://www.facebook.com/groups/1601111216784121/posts/3847315868830300

Posted by calvintaneng > 2024-01-08 08:05 |

Post removed.Why?

Posted by Dehcomic01 > 2024-01-14 09:31 | Report Abuse

Since its listed on Bursa Malaysia in Nov 2017, its revenue grew at 24 % CAGR (2018 to Sep LTM 2023). Over the same period net income grew at 56 % CAGR. But its total assets only grew at less than 3 % CAGR.
So, is this a growth company? What do you look at when assessing whether a company is a growth one? Professor Damodaran opined that we should link growth to the business fundamentals. Growth needs to be funded and can be estimated from the fundamental equation of growth = Return X Reinvestment rate.
I estimated that over the past 5 years, its Return as measured by the NOPAT/Capital averaged 6%. Its Reinvestment rate average 12%. Growth was less than 1 %. So is this a growth company?
Why is growth important from an fundamental investor perspective? This is because the intrinsic value depends on what you estimate as the growth rate. https://www.youtube.com/watch?v=9KhboTCMdEg

Posted by calvintaneng > 2024-01-23 12:22 |

Post removed.Why?

Posted by Mabel > 2024-03-11 10:48 | Report Abuse

*Malaysia Plantations*

*The unsung heroes of the nation (and the world)*

11 March marks the 4th anniversary of COVID-19 pandemic. We pay tribute to the plantation sector that has contributed immensely during the pandemic. While not undermining the sacrifices by the front-liners and others in the fight against COVID-19, this sector has played its part in ensuring food security, job security, and health security not just for the nation but the world over. Despite rising cost challenges and falling output, the sector still made huge monetary contribution of >MYR23b over the past 4 years in various forms of direct and indirect taxes, and contributions.

*>MYR23b in “social” contribution to the grateful for*

Between 2020 and 2023, the plantation sector has contributed approx. MYR6.1b in windfall profit levy, MYR3.7b in export duties, MYR1.3b in MPOB CESS (see Fig.1), MYR0.2b in Prosperity Taxes, >MYR6b in Sabah and Sarawak Sales Taxes (our back-of-the-envelope estimates), and easily >MYR6b in corporate income taxes and individual taxes (by the smallholders) to the Malaysian government . The sector is said to be among the highest tax contributor in terms of total taxes (including windfall profit levy, export duties, CESS, and Sabah and Sarawak Sales Taxes, in addition to corporate taxes). Monies collected by the government were channelled to (among others) nation building and running of many social programmes including free COVID vaccinations given to the people and cash handouts given to the needy during the pandemic.

*Food & health security roles often taken for granted*

Palm oil holds more than 50% market share in the global vegetable oils trade. Hence, its continuous availability is crucial to global food security as well as health security. Throughout the pandemic, palm oil exports never stopped as the government allowed palm oil cultivation to proceed.

Besides food use, the continuous availability of palm oil and palm products also meant there was the much-needed ingredients to make personal cares and cleaning products such hand wash, soap, laundry detergents, hand sanitisers, etc that the world desperately needed in its fight against the highly infectious COVID-19 virus.

*Job security for the locals as well as guest workers*
Many people lost their jobs at the start of the pandemic and had to draw down their hard-earned life savings to make ends meet. Prior to the pandemic, the sector has a strong workforce of 437,400 in Malaysia comprising local and guest workers. During the pandemic, the plantation sector was among the few granted special approval by the government to operate. Social distancing at workplace was inherent in the estates given that one worker typically covers more than 10 hectares of estates, providing a naturally safe working environment. Workers were even given free COVID vaccinations by their employers. At the height of the pandemic, outsiders had limited access to the staffs’ housing quarters and estate operations to ensure the safety of their workers and families. While country borders were mostly closed initially, guest workers remained employed throughout and were paid decent wages (plus incentives) that allowed them to repatriate the much-needed income to provide for their families back home (presumably equally affected by the pandemic).

Well Done Guys!

Posted by calvintaneng > 2024-03-13 22:19 |

Post removed.Why?

Posted by calvintaneng > 2024-05-07 15:10 | Report Abuse

Fantastic news for Sime plant

Simeplant has been chosen to spearhead an industrial park in Kerian Perak

1,000 acres will be designated as Industrial park like Batu Kawan and Kulim High tech park

Sime plant world number one with over 1 Million acres of plantation lands

in Kerian Alone Simeplant got more than 90,000 acres bigger than entire Island of Penang at 72,900 acres

and cost of these Sime plant lands got a book value of only Rm12,800 per acre

Ltat sold 1200 acres of Lands in Kulim for Rm400 mil or about Rm330,000 an acre

So Simeplant also sitting on "gold mine " lands

Posted by Pinky > 2024-05-07 22:54 | Report Abuse

UTDPLT wins all

Posted by calvintaneng > 2024-05-07 22:56 | Report Abuse

Posted by Pinky > 35 seconds ago | Report Abuse

UTDPLT wins all

No Pinky

I checked Uplant lands

1) Mostly lands in Teluk Anson
Flood zone and little commercial value

2) Pantai Remis
Lands so so

So UPlant only earns by good harvest
Its lands are only mediocre in value

Posted by Pinky > 2024-05-14 11:58 | Report Abuse

U buy Plantation company hoping it to develop it into properties for sale?

Misplaced priorities.

Posted by Johnzhang > 2024-06-15 12:46 | Report Abuse

Plantations can be potentially significant renewable energy players in mid to long to long term . Palm oil wastes to energy, vast landbank for solar energy, CPO for biodiesel etc ,

Posted by investor2021trading > 2024-06-15 13:02 | Report Abuse

Guthrie's planters those days were very innovative eg. OP Mechanisation but not now.

Posted by Mabel > 2 months ago | Report Abuse

Malaysian palm oil exports and inventory levels in July surpassed market expectations, with robust exports contributing to a reduction in stockpiles. Exports surged by 39.9% month-on-month. This increase was primarily due to higher orders from key importing countries, such as India and China, for July shipments. Palm oil production has resumed its upward trend, rising 14.0% month-on-month in July to 1.84 million tonnes, signaling the onset of the seasonal high-production phase.

Kenanga also maintains a Neutral outlook with a strong upside catalysts, such as CPO prices surging to trade between RM4,000 - RM4,500

Let’s look at the general gross profit for Crude Palm Oil (CPO) in Malaysia and Indonesia.

Malaysia
Gross Profit: The gross profit for Malaysian CPO producers can vary, but it generally ranges from RM 1,500 to RM 2,000 per tonne. This is based on production costs of around RM 2,000 per tonne and average CPO prices ranging from RM 3,500 to RM 4,000 per tonne.

Indonesia
Gross Profit: Indonesian CPO producers typically enjoy higher gross profits due to lower production costs. The gross profit generally ranges from USD 400 to USD 600 per tonne. This is based on production costs of around USD 300 per tonne and average CPO prices ranging from USD 700 to USD 900 per tonne.

As you can see the Indonesian Farmers are happily dancing while the Malaysian Farmers will need to monitor their production cost with the 52% increase in Diesel Price in Peninsular Malaysia. Hopefully the volume in revenue can cover this cost.

Posted by Mabel > 2 months ago | Report Abuse

Johnzhang Plantations can be potentially significant renewable energy players in mid to long to long term . Palm oil wastes to energy, vast landbank for solar energy, CPO for biodiesel etc ,
15/06/2024 12:46 PM

+1

Moving forward…

Time for our plantation to break new frontiers to cover these 52% increase in Production cost. Beside CPO, Plantations can be potentially significant renewable energy players in mid to long to long term. Palm oil wastes to energy, vast landbank for solar energy, CPO for biodiesel like B20 and B60 etc ,

Posted by speakup > 1 month ago | Report Abuse

https://themalaysianreserve.com/2024/09/14/india-hikes-import-tax-on-palm-oil-other-edible-oils-by-20/
look like pmx talk kok on his visit to India : https://www.bharian.com.my/berita/nasional/2024/08/1287269/anwar-tiba-di-new-delhi-perkukuh-hubungan-67-tahun-malaysia-india
no point visit india then india impost 20% tax on malaysia palm oil

Posted by StarOfTheBull > 1 month ago | Report Abuse

Perhaps some good news coming.

Posted by Mabel > 1 month ago | Report Abuse

SDG has been climbing steadily lately...

Posted by ScotFree > 6 days ago | Report Abuse

Buy for 5