Posted by Ring > 2018-07-22 14:48 | Report Abuse

http://www.theborneopost.com/2018/07/21/sst-2-0-to-have-muted-impact-on-plantations/

Posted by cpo_ > 2018-08-04 01:43 | Report Abuse

Mohd Bakke Salleh to be named Chairman Of Palm Oil Board – report

Posted by Ring > 2018-08-06 17:30 | Report Abuse

http://www.theborneopost.com/2018/08/06/the-acca-qualification/

Posted by Lim Tek Wai > 2018-08-09 11:35 | Report Abuse

Never regret

Posted by SWATHENG > 2018-08-21 09:39 | Report Abuse

As I said, current yield of 20 mt should be increased to 23 mt/ha/annum otherwise in trouble. Jangan mimpi please. Let me know any GLC related plantation company has achieved that? Cakap kosong even with all the crap talk of KPI. China would buy more CPO for its 1.4 billion from Malaysia but would we think China would pay a premium ? The current situation is over stock of more than 2 million tonnes in Malaysia alone. Stocks in Indonesia?

Posted by kevinobc > 2018-08-21 15:42 | Report Abuse

KUALA LUMPUR: Sime Darby Plantation Bhd will work with China's agriproduct merchandiser and food producer COFCO Group Co. Ltd to produce certified-sustainable, high value palm oil products for the global market.

Sime Plantation, the world’s largest producer of certified sustainable palm oil, had on Tuesday signed a memorandum of understanding (MoU) with COFCO Group to work together on a number of palm oil related ventures.


The MoU includes a joint research on the health benefits of palm oil, developing capabilities to manufacture specialty oils and fats, and establishing joint sales and marketing activities to promote high value differentiated palm products in China.

Through these initiatives, both Sime Plantation and COFCO hope to create greater demand for certified sustainable palm oil and increase trade volumes between the two companies.




The signing event, held at the China World Summit Wing, was witnessed by Prime Minister Tun Dr Mahathir Mohamad as part of his five-day official visit to China.

Sime Plantation executive deputy chairman and managing director Tan Sri Mohd Bakke Salleh said the MoU “truly reflects our aspiration to be the leader in promoting the health benefits of palm oil and to produce certified-sustainable, high value palm oil products for the global market”.

“We look forward to seeing the positive results of combining Sime Darby Plantation R&D capabilities with COFCO’s expertise in advanced health-based food research,” he added.

Both companies will conduct further research on the health benefits of products such as palm tocotrienol, red palm olein, and palm kernel oil.

They intend to develop specialty products such as premium shortening and bakery fats for the Chinese market, and to explore possibilities to co-manufacture these healthy oils and specialty fats in Malaysia.

Modh Bakke said China is a key market for Malaysian palm oil and Sime Plantation was proud to contribute towards increasing trade volumes and strengthening of relations between Malaysia and China.
Read more at https://www.thestar.com.my/business/business-news/2018/08/21/sime-plantation-china-cofco-group-plan-palm-oil-ventures/#prOleVXKwfZdqghv.99

Posted by brucewayne77141 > 2018-08-30 13:47 | Report Abuse

Any comment on the qr?

Posted by BN_better > 2018-11-23 13:31 | Report Abuse

Profit drop 89% good?

Posted by BN_better > 2018-11-23 13:32 | Report Abuse

<RM 5 at 2.30pm?

Posted by zerocool7199 > 2018-11-24 07:33 | Report Abuse

Omg profit drop 89%??monday what will happen?

Posted by NavinShah > 2018-11-24 10:04 | Report Abuse

Just think if one steals from its own safe. The this
company will go bankrupt (sime darby) all its group
Of companies.

Posted by commonsense > 2018-12-05 16:14 | Report Abuse

The company actually fares a lot better than other oil plantation companies who mostly recorded a negative earnings in the most recent quarter report.

Valuation wise however, this company is still consider to be expensive at 18.6x PE. Given the depressing CPO price, it is expected that the next 2 quarters earning to be lower compared to last year's (the company had posted a profit of RM430mil in 2Q18 and RM250mil in 3Q18). Investors need to be prepare to face volatility in the share price for the next 6 months a least.

FY19 profit is targeted to be at around RM1,025mil based on the average target profit of 6 analysts. This actually value the company higher at 31.3x PE which also means that most analysts are predicting lower profits (just like me) for the remaining of FY19.

I would suggest that those that are already invested in this company to divest some of their portfolio outside of the plantation industry. Given the current market sentiment, there are actually a lot of companies that currently trading a low PE and PB valuation but can still provide profit growth in the near and mid term.

I would recommend you look at MBMR.

The company is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 5.3x PE (based on target FY18 PATAMI of RM145mil. 9m PATAMI is already RM106mil). PB is low at only 0.5x BV. 4Q18 results is expected to be higher than 3Q18 and last year 4Q17. And FY19 growth will be driven by the still high demand of new Myvi and the launch of the new SUV in 1Q19.

Please go through the analyst reports (https://klse.i3investor.com/servlets/stk/pt/5983.jsp) and do your own analysis before making any decisions.

Hope Sime Plantation can proof me wrong and deliver the profit growth that the investors are hoping for.

Good luck.

Posted by BN_better > 2018-12-06 09:38 | Report Abuse

Blame Bakke or blame PH govn more correct for slumping share price?

Posted by James Ng > 2019-01-10 10:00 | Report Abuse

https://klse.i3investor.com/blogs/general/189507.jsp
[转贴] [Facebook live:浅谈Sime Darby plantation berhad (SimePlt)] - James的股票投资James Share Investing

Posted by sean88 > 2019-01-10 10:01 |

Post removed.Why?

Posted by BN_better > 2019-01-29 15:51 | Report Abuse

> RM 5 bec EPF/PNB think govn is still BN?

Posted by James Ng > 2019-04-05 09:37 | Report Abuse

https://klse.i3investor.com/blogs/general/201066.jsp
[转贴] [Facebook live:浅谈Sime Darby Plantation berhad (SimePlt)] - James的股票投资James Share Investing

Posted by James Ng > 2019-04-17 14:32 | Report Abuse

https://klse.i3investor.com/blogs/general/202754.jsp
[转贴] [SIME DARBY PLANTATION BERHAD：毛棕榈油价格近期可能保持平稳] - James的股票投资James Share Investing

Posted by SWATHENG > 2019-05-13 21:12 | Report Abuse

This counter is definitely overpriced as its profits are nothing to shout about especially after taking into consideration its extra large plantation holdings (similar to FGV Holdings Bhd). Those family managed plantation companies with small land holdings are generating higher profits in absolute terms. The PH government has to do soul searching to get to the bottom of the issue. There must be political will to revamp otherwise another MAS is in the making.

Posted by Haw Liao > 2019-05-14 16:07 | Report Abuse

don't worry lah..gov will tax u until u laughing to lhdn

Posted by hellbender > 2019-05-28 10:55 | Report Abuse

6187acres of land for sale in Sime Darby Plantation? My goodness,are they in the business of selling land? This is bad news as they are sacrificing future profit for survival. They should have sold it to Sime Darby Properties for their property development. This is loss of synergies. Remember some of us owns all 3 of the shares due to the demerger exercise.

In the first place the demerger exercise was a failure. Why demerge when previously the objective of Sime Darby merging is to take opportunity of the synergies from mergers. The only reason i can see is to allow Maybank and CIMB to earn big fat commissions.

Pros of land sale
- Short term gain from the cash flow

Cons of land sale
- Selling land is not your business activity. CEO must answer on this irrational move.
- why sell to external when you have another sister company?

If we add all of SIme Darby today we get 4.78 + 2.30+0.98 = 8.06. This compares to RM9.05 premerger.
Obviously the dermerger had failed. What a load of bollocks. Wahid was an idiot.

Posted by James Ng > 2019-06-08 19:13 | Report Abuse

https://klse.i3investor.com/blogs/general/210008.jsp
[转贴] [Facebook live:浅谈Sime Darby Plantation berhad (SimePlt)] - James的股票投资James Share Investing

Posted by Mabel > 2019-06-15 16:45 | Report Abuse

Any chance for this company to merge back?

Would be lovely buy 1 get 3...

I just came on board having two out of the 3...Plantation and Property...

Is it worth going for the main Sime?

Cheers!

Posted by Mabel > 2019-06-15 16:47 | Report Abuse

I agree with hellbender view. Very logical!

Posted by Mabel > 2019-06-29 16:46 | Report Abuse

Looks like all oil palm counter are pretty quiet and not much sharing except for FGV..

Posted by Mabel > 2019-07-10 00:37 | Report Abuse

It's climbing steadily.. Looking good..

Posted by 8888_ > 2019-07-16 15:42 | Report Abuse

Bakke ex-MD is now Felda chairman why Sime Plant still high price compare to FGV?

Posted by Keyman188 > 2019-07-18 15:20 | Report Abuse

London bridge is falling down...falling down...

London bridge is falling down...falling down...

Long waiting below RM 4.00

Posted by Mabel > 2019-09-02 01:45 | Report Abuse

4.50 also cannot cross how to go below 4...

Posted by 8888_ > 2019-09-20 06:08 | Report Abuse

PE95 KWAP can buy?

Posted by 8888_ > 2019-09-20 06:10 | Report Abuse

The four Malaysian companies comprise conglomerates IOI Corporation, Sime Darby Plantation Bhd, TDM Bhd and Kuala Lumpur Kepong Bhd.
https://www.theedgemarkets.com/article/kok-malaysian-companies-wont-be-protected-if-indonesian-forest-fire-claims-are-true

Posted by Plantermen > 2019-10-25 09:21 | Report Abuse

CEO has said reduced demand from India buyers { Malaysian palm oil} . Sime will offset this by shipping supplies and switch from their Indo side. Smaller upstream companies will be affected once India switch their domestic usage from Malaysia to Indonesian suppliers. No thanks to the Kashmir issue

Posted by James Ng > 2019-11-04 21:17 | Report Abuse

https://klse.i3investor.com/blogs/general/233634.jsp
[转贴] [Facebook live video:浅谈Sime darby Plantation berhad (SimePlt)] - James的股票投资James Share Investing

Posted by perangbrown > 2019-11-12 17:39 | Report Abuse

Plantation counters are experiencing bullish share prices on Bursa Malaysia following positive news on exports and reduction in palm oil stocks by 4.1 per cent to 2.35 million tonnes in October, which pushed up crude palm oil (CPO) prices.

Posted by Mabel > 2019-11-17 22:23 | Report Abuse

India resumes buying Msian palm oil as Kuala Lumpur offers discount - Traders
Publish date: Thu, 14 Nov 2019, 6:55 PM
MUMBAI: Indian refiners have resumed buying Malaysian palm oil after a gap of nearly a month and contracted around 70,000 tonnes of shipments in December as Kuala Lumpur has been offering a US$5 per tonne discount over supplies from rival Indonesia, five traders told Reuters on Thursday.

The resumption in purchases by India, the biggest buyer of Malaysian palm oil this year, could support Malaysian palm oil prices, which are trading near their highest level in two years.

Indian refiners stopped purchases from Malaysia last month fearing New Delhi could raise import taxes or enforce other measures to curb imports after Kuala Lumpur criticised New Delhi for its actions in Kashmir.

Malaysian palm oil is available at a US$5 discount amid congestion at Indonesian ports, said a Mumbai-based dealer with a global trading firm. "This is giving a few buyers a reason to start buying Malaysian oil in small quantities to run their refineries."
-------------

Indian has refiners which need to run almost 24 hrs to cover the cost of refinery.. Where could they get big supply.. Only Indon & Msia.. Doing business with Indonesia is not easy.. Esp this kind of business.. A lot of cheating in the specs.. So the Indians are trying to play game only...

Posted by Mabel > 2019-11-21 20:30 | Report Abuse

All my other 3 Plantation are bullish

How come this counter is down today?

This is my most expensive Plantation..

Posted by Mabel > 2019-11-25 07:50 | Report Abuse

Udara Segar sudah kembali,
Seronok melihat Sime balik menari,
Memang rugi kalau tak membeli,
Confirm bolih makan Lobsters di sini

Posted by speakup > 2019-11-28 09:06 | Report Abuse

https://malaysia.news.yahoo.com/daim-no-future-palm-oil-084108231.html

Posted by Jeffreyteck > 2019-11-30 13:31 | Report Abuse

Low NTA, very huge loans of 7.8 billion, all fundamentals are in red except DY above 2%, doubt it can deliver as good as in Sep 2017.

Posted by James Ng > 2019-12-06 21:23 | Report Abuse

https://klse.i3investor.com/blogs/general/244755.jsp
[转贴] [Facebook live video:浅谈 Sime Darby Plantation berhad (SimePlt)] - James的股票投资James Share Investing

Posted by Mabel > 2019-12-06 23:28 | Report Abuse

Ramai peneroka duduk di Medan Seri
Tunggu masakan Kak Mabel Bistari
Future trend CPO amat menarik sekali
Bukan saja Ayam KFC, ada juga menu Lobster dan Aboloni

Meow!

Posted by Mabel > 2019-12-14 00:25 | Report Abuse

Meow!

Posted by LouiseS > 2019-12-20 16:08 | Report Abuse

SIME DARBY PLANTATION's earning performance has been overall unstable in last five years, whereby its earning per share overall fluctuated from 5.1 sen to 52.2 sen. It has since demerged from SIME DARBY a couple of years ago and been listed on Bursa Malaysia individually. While also been affected by low CPO prices in the latest financial year, its earnings remain positive, and paid out 1.7 sen per share dividend.

https://louisesinvesting.blogspot.com/2019/12/comments-on-sime-darby-plantation.html

Posted by patrickteo > 2020-01-13 15:48 | Report Abuse

CPO up up up, So buy buy buy

Posted by gsi723 > 2020-01-13 23:10 | Report Abuse

why no impact from india boycott?

Posted by LouiseS > 2020-01-20 12:31 | Report Abuse

Based on comparison of 44 plantation counters listed in Bursa Malaysia, SIME DARBY is shown to be one of the TOP 8 plantation counters worthy to pay attention to and potentially invest in. SIME DARBY stands out in performance indicators such as having high market capitalization (RM 36,488 million) and high capex (RM 797 million) and strong support from institutional investors.

https://louisesinvesting.blogspot.com/2020/01/comparison-of-major-plantations.html

Posted by Shinnzaii > 2020-02-17 15:28 | Report Abuse

Wew...any insider news ah?causing plantation sentiment keep drop...hehe

Posted by utusminum > 2020-02-17 23:26 | Report Abuse

CPO price is coming down, time for contralian?

Posted by James Ng > 2020-03-10 21:32 | Report Abuse

https://klse.i3investor.com/blogs/general/2020-03-10-story-h1484802279.jsp
[转贴] [Facebook live video:浅谈Sime Darby Plantation berhad (SimePlt)] - James的股票投资James Share Investing

Posted by ThousandWishes > 2020-03-13 17:10 | Report Abuse

This is among the worst performers in plantation sector despite its large land holdings in the world with majority matured holdings. I think it is the least efficient palm oil producer. Could someone explain why it is in the red for FYE 2019?