KLSE (MYR): KMLOONG (5027)
You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!
Last Price
1.78
Today's Change
-0.01 (0.56%)
Day's Change
1.77 - 1.80
Trading Volume
107,100
Ann. Date | Date | Type | Units | Price | View |
---|
FY 21 earning can easily surpass 20 sen per share . If 100% payout is practice, we can expect 20 sen dividend.
2021-05-10 22:45
amongst the small cap plantation stocks, Kim Loong is likely the best.
https://myfocusinvesting.com/index.php/2021/07/11/how-to-analyze-plantation-stocks-2/
2021-07-17 23:41
Looks like ESG is putting lot of weights on plantation stocks.
Obviously, US is playing on force labour issue to justify for their high premium price delta between soy oil and palm oil as we never see this force labour issues being so dramatize in the pass until lately; just like glove sector.
Sadly, many institutions and fund managers; including our local institutions are also singing along with this but neglecting the fact that:
1. Palm oil is the most efficient vegetable oil per hectare in the world. (8 times more efficient than soy oil, the major competitor for palm oil)
2. The recent published "Palm Oil - Global Market Trajectory & Analytics" report has indicated that palm oil market will be growing at 5% CAGR from 2020 to 2026.
3. Palm oil is most widely used vegetable oil ranging from all range of product in supermarkets due to its temperature stability.
4. Land used (allowed) for palm trees is plateauing with Malaysia limits at around 5.8 million Hectare and Indonesia at around 15 million hectare.
5. Climate change is not going away and there will continue to have volatile weather like extreme hot and dry weathers recently in Latin America and now in most of corn belt region in USA. These will seriously affecting the yield of soybeans and other vegetable oil such as corn and rapeseed as they are more sensitive to weather changes but not so for palm trees.
So, CPO price will continue to be at elevated level in the coming years as demand is growing and supply will be limited due to caps put up by both Malaysia and Indonesia governments on lands to be used for palm oil. As long as CPO price are at RM2200 and above, well managed plantations companies will be making profit.
Investing in plantation stocks needs a long term view that you just want to have better returns than your FD interest rate and relative stable capital fluctuations. So, good and consistent dividend yield shall be primary consideration and capital gain shall be secondary. At current price level, there are numbers of plantation stocks that gave you 7% to 9% dividend if you have bought it 10 months ago.
With this mindset, you will be able to slept at ease when you put your money in plantation stocks. :)
Happy investing and have nice weekend.
2021-07-30 20:56
From SEE_ Research
" CRAZY AMOUNT OF SHARES BOUGHT , "
NON STOP BUYING ORDERS " another IJM Plantation ---
T ENACIOUS S AMSON H ERCULES ( TSH )
sub total : number of TSH shares bought from 1 March 2021 to 1 September 2021 =
21,850 ,000 shares ( 21,850 lots X average prices RM 1.08 = RM 23,598,000.00
almost RM 23.6 millions onwards
==========================================================================
REAL MOTIVES OF INSIDER IS BUYING
A potential indicator of a stock’s future performance is the level of stock that insiders are buying.
In this context, an insider is an employee of the company, usually, a high-level executive
(e.g. CEO, CFO, COO) or it can be a hedge fund that is providing capital.
Their access to non-public information puts more weight on their buying and selling decisions.
With that in mind, it’s important to note that insiders may sell shares of stock for many reasons. However, they only buy for one reason.
That is, they believe that information is going to be released that will boost the stock price in the near future.
Or , the next step is to take the company into serious consideration for private exercise.
Let us endeavour to find the
REAL MOTIVES & OBJECTIVES OF THE TOP MANAGEMENT -
AT CHAIRMAN LEVEL -
KELVIN TAN AIK PEN ----
MASSIVE CONTINUOUS BUYING ORDERS
(FROM 1 MARCH 2021 TO 1 SEPTEMBER 2021 )
NOT MORE THAN 132 TRADING DAYS ON TSH SHARES .
sub total : number of TSH shares bought from
1 March 2021 to
1 September 2021 =
21,850 ,000 shares
( 21,850 lots X average prices RM 1.08 =
RM 23,598,000.00
almost RM 23.6 millions on wards
THERE ARE NO INSIDERS FROM OTHER COMPANIES BUYING SO MASSIVE SHARES IN THEIR COMPANIES IN KLSE.
Please note at this current time the KLSE market conditions are not favourable
in view of political uncertainties and
also the economic conditions , coupled with the cases of Covid -19
are on the increase thus creating poor sentiments in KLSE.
===========================================================================
https://klse.i3investor.com/blogs/see_research/2021-09-02-story-h15706...
===========================================================================
2021-09-02 08:00
Director just spent over 20 million to exercise d warrant . warrant share floating reduce to 16million . interesting ...
2021-10-26 11:05
KM LOONG
OR KM DRAGON?
GOT 9 OTHER DRAGONS
THPLANT
BPLANT
JTIASA
SOP
TAANN
TSH
FGV
TDM
WTK
PANIC BUYING FOOD & PALM OIL IN CHINA BY 1.4 BILLION POPULATION STRONG: HURRY UP GO BUY PALM OIL SHARES NOW!, Calvin Tan
https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-11-10-story-h1593778937-PANIC_BUYING_FOOD_PALM_OIL_IN_CHINA_BY_1_4_BILLION_POPULATION_STRON_HUR.jsp
2021-11-10 22:45
Wow! IJM Plantation from loss of 1 mil to profit of 101 mil. Kmloong should be also very very good
2021-11-19 22:06
Very steady gain mah!
Posted by kingJ > Nov 19, 2021 10:06 PM | Report Abuse
Wow! IJM Plantation from loss of 1 mil to profit of 101 mil. Kmloong should be also very very good
2021-11-21 11:32
Catalyst will be the very strong coming qtrly result wilth balloning cash pile build up due to Good Cpo price mah!
Posted by value_seeker > Nov 21, 2021 11:38 AM | Report Abuse
We need catalyst. The tide that raise all the boats will be big push
2021-11-21 11:41
CPO avg Q4 21 is $5,154 which is 17% higher than last Q..
KMLOONG's Jan-Sept 21 EPS is 11.22 sen
Est EPS Q4 21 is 5 sen
FY21 EPS shall be 16.2 sen.
Share price @ 4/1/22 $1.69
PE is( 169/16.2) = 10.4X
% return on share price is (16.2/169 )=9.6%
If dividend payout is 100% same as last year, DY is 9.6%
2022-01-05 07:06
the debt level is low, once the interest rate hike, this one will benefits the most because the finance cost is minimum
other highly on debt will need to fork out more cost to serve the rising interest rate
let it sleep.
2022-02-23 16:14
KMloong will pay out all earnings as cash dividend. Can expect record high dividend for 2022.
2022-02-23 17:09
the funds will take turn to play big cap, mid cap & small cap. After the small cap become too expensive relatively, they will move to the mid cap, after that big cap, after that repeat again.
2022-02-28 10:48
What is happening? Why are they selling down a profitable and high dividend stock?
2022-03-17 14:49
Quarterly report will out end of this month and dividend will be announce after that
2022-03-17 18:08
result so good with increase div but price not moving up. definitely need another bullish FCPO.
2022-03-29 19:39
imo without big news like CPO price going over 8000rm again, difficult for palm stocks to have significant increase
2022-03-30 11:21
Correctloh.....Cpo cash mkt up more than Rm 500 to more than Rm 7400 loh!
The future july up more than Rm 380 to more than Rm 6700 mah!
Very bullish price upgrade mah!
Big profit coming loh!
2022-04-25 12:51
Very Hot Loh!
Average CPO prices below:
Now July22 fut 6754
Q1 2022 6,197
Q4 2021 5,194
Q3 2021 4,466
Q2 2021 4,195
Q1 2021 3,938
Q4 2020 3,401
Q3 2020 2,783
Q2 2020 2,301
Q1 2020 2,673
Q4 2019 2,522
Q3 2019 2,053
Q2 2019 2,008
Q1 2019 2,089
2022-04-25 13:24
This medium size plantation co is in the league of plantation big caps base on performance mah!
2022-05-03 11:38
People like you and me saw that the share price of palm oil stocks goes up in the future. But the market lately had been acting funny in the sense that its selling heavily despite good quarterly results posted . It is evident in the charts itself. This stock is short sale sellable, so if most of them are dropping like a rock here, there might be short sellers who had waited on the other side of the trade as well and'd probably jumpstarted the sell off due to irrational exuberance for palm oil stocks super rosy projections, causing other investors to panic sell en masse here up to a certain point. You might want to check about the short interest on palm stocks on the day when they'd plunged from their highest point many weeks ago.
2022-05-21 12:26
The question is , who is behind the selling plunge jumpstarting here? Certainly not the average investor for sure. Most Malaysian investors and even local investment firms had no long time knowledge about short selling since restricted short selling on Bursa was just newly reintroduced this or last year. I suspect foreign investment firms with more short selling experience, analysis and capability are actually doing that. Otherwise who had the know how to short sell en masse at a certain perceived high point when everyone else sees no way of going down now but up? Think about it.
2022-05-21 12:34
Negative articles by local investment research analysts contribute to part of the fear sentiments to investors thus trigger the sell off of plantation stocks.
2022-05-21 13:13
Already superbull....talkkook no point mah!
The best time to invest in a good stock...is when it undergoes a temporary setback like UTDplant mah!
It is time to pick Utdplant mah!
Raider ask use lah!...Which plantation co can pays dividend of Rm 1.05 pa leh ?
Correctloh....very good points mah!
In fact u can still pick most of the plantations & win loh!
Posted by calvintaneng > 10 hours ago | Report Abuse
Note:
Malaysia newspapers and Investment papers should go interview all 42 listed palm oil companies and update their readers as Malaysia is world number two exporter of palm oil
in stead they shout Cpo prices going up next week. Or shout Cpo prices going to go down next week and such other useless information which are totally irrelevant to palm oil investors.
Ffb was Rm300 per ton in bleak times and now Ffb (fresh fruit bunches) have skyrocketed to Rm1500 a ton (up 500%)
so it is just nonsense to say it will drop by few ringgit this week and up a few ringgit next week
As long as Ffb is above Rm1,000 per ton all palm oil co enters Superbull!
2022-05-22 08:56
investortrader88
my queue buy matched at RM 1.46 just now.good luck guys.
2021-05-06 11:06