KLSE (MYR): TDM (2054)
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Last Price
0.28
Today's Change
+0.005 (1.82%)
Day's Change
0.275 - 0.285
Trading Volume
3,989,400
Market Cap
482 Million
NOSH
1,723 Million
Latest Quarter
31-Dec-2023 [#4]
Announcement Date
27-Feb-2024
Next Quarter
31-Mar-2024
Est. Ann. Date
29-May-2024
Est. Ann. Due Date
30-May-2024
QoQ | YoY
123.67% | 285.56%
Revenue | NP to SH
594,323.000 | 12,369.000
RPS | P/RPS
34.50 Cent | 0.81
EPS | P/E | EY
0.72 Cent | 39.00 | 2.56%
DPS | DY | Payout %
0.18 Cent | 0.64% | 25.07%
NAPS | P/NAPS
0.38 | 0.74
QoQ | YoY
128.04% | 152.27%
NP Margin | ROE
1.68% | 1.89%
F.Y. | Ann. Date
31-Dec-2023 | 27-Feb-2024
Latest Audited Result
31-Dec-2022
Announcement Date
27-Apr-2023
Next Audited Result
31-Dec-2023
Est. Ann. Date
27-Apr-2024
Est. Ann. Due Date
28-Jun-2024
Revenue | NP to SH
594,323.000 | 11,405.000
RPS | P/RPS
34.50 Cent | 0.81
EPS | P/E | EY
0.66 Cent | 42.30 | 2.36%
DPS | DY | Payout %
0.18 Cent | 0.64% | 27.19%
NAPS | P/NAPS
0.38 | 0.74
YoY
148.19%
NP Margin | ROE
1.68% | 1.74%
F.Y. | Ann. Date
31-Dec-2023 | 27-Feb-2024
Revenue | NP to SH
594,323.000 | 11,405.000
RPS | P/RPS
34.50 Cent | 0.81
EPS | P/E | EY
0.66 Cent | 42.30 | 2.36%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
133.81% | 148.19%
NP Margin | ROE
1.68% | 1.74%
F.Y. | Ann. Date
31-Dec-2023 | 27-Feb-2024
Date | Financial Result | Financial Ratio | Per Share Item | Performance | Valuation (End of Quarter) | Valuation (Ann. Date) | |||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
F.Y. | Ann. Date | Quarter | # | Revenue | PBT | NP | NP to SH | Div | Net Worth | Div Payout % | NP Margin | ROE | NOSH | RPS | Adj. RPS | EPS | Adj. EPS | DPS | Adj. DPS | NAPS | Adj. NAPS | QoQ | YoY | EOQ Date | EOQ Price | EOQ P/RPS | EOQ P/EPS | EOQ P/NAPS | EOQ EY | EOQ DY | ANN Date | ANN Price | ANN P/RPS | ANN P/EPS | ANN P/NAPS | ANN EY | ANN DY |
PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.
NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.
Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.
All figures in '000 unless specified.
The acquisition of BPlant by KLK suggests that the value of plantation companies lie in the assets rather than the earnings power. By this metric, TDM is undervalued. But to realize its true value it has to dispose of the estates. Irony?
2023-08-25 09:28
TDM should dispose all its plantation to KLK.
I am not sure how much it worth, but should be around RM800mil.
After disposal, TDM will become a pure Healthcare counter, with plenty of net cash on hand.
Financing cost will become zero.
Then build few more hospital, increase the beds number to 1000 beds.
By that time, TDM should be able to generate Net Profit around RM10-15mil per quarter, annual profit around RM50mil.
Based on 20x PE, TDM market will be around RM1bil.
Divided by number of share of 1.7bil, minimum share price is around RM0.60 per share. (haven't take into account the net cash it has in its bank account)
2023-10-10 14:38
TDM buys private maternity hospital in Klang for RM15 mil
https://theedgemalaysia.com/node/687368
2023-10-24 18:20
If you compare TDM market price over the past 10 years with that of its ROE, you can see a great disconnect as illustrated in the chart https://i.postimg.cc/YCtQs4Y3/TDM.png
The share price had declined to its low in 2019. Over the past 5 years it has not really gotten out of the low. While the ROE had improved since the 2019 low, the market price did not seem to reflect this.
But its financial performance as measured by the ROE has been volatile compared to the market price.
Does it mean that there is an investment opportunity? From a fundamental perspective I would still compare its intrinsic value with the market price before deciding whether to invest.
Both the plantation and healthcare are not sunset sectors. If you want to know more about the plantation sector, go to “How the Malaysian plantation sector performed over the past 10 years” https://www.youtube.com/watch?v=9KhboTCMdEg
2023-10-25 09:11
https://theedgemalaysia.com/node/688825
In total, the Terengganu state-controlled group is required to pay RM275.93 million, a figure that nearly matches its entire market capitalization of RM293 million.
2023-11-06 23:31
Professor Bruce Greenwald opined that you can get strategic insights by comparing the asset value (AV) with the earnings power value (EPV) of a company.
In a very competitive environment would have the AV = EPV ie the assets have been well deployed to generate profits. If a company has a strong economic moat, you would expect EPV to be much greater than the AV. If you have a case of the EPV being much smaller than the AV, you have under-utilized assets.
In the case of TDM, a Bursa Plantation company, the AV is RM 0.40 per share. But its average earnings over the past decade was negative. The EPV can be thought of as zero.
This is clearly as case of under-utilised assets. Many would hold the Board and management accountable. Maybe the company should take a leaf from the sale of Boustead Plantation. Here the Revised Asset Value is about double the Book Value. But was sold at a price that is a bit higher than the Book Value.
So isn’t it better for the shareholders of TDM if its assets were sold and monies returned to shareholders. Why work hard for 10 years to have negative average earnings? Maybe then the shareholders could reinvest in other better plantation companies.
Of course, you could argue that looking at historical earnings is not a good reflection of the future. And it is not the full story and TDM has a healthcare arm in addition to its plantation arm. https://ujianehc.blogspot.com/2023/11/bursa-plantation-sector.html
2023-12-17 08:24
at this price just buy 100,000 shares keep few years la... 0.5 no issue la
2 months ago
TDM hospital business showing good growth. Currently price is super cheap. Is good time to buy and keep for future Durian Runtuh.
2 months ago
Buy call 19 cents
Tp 25 cents above(Less thn 3 month)
Long term 35-45 cents(6 month above)
Duh NTA 37 cents
31/1/24 12.28 pm
Please join me as followers or pay by fee.Can guide to long term and medium.
Xxxxxxxx
Come to join me.situation very critical.u need some advice and tweaking.
3 as below;
I)teach some
II)shares review every one or 2 weeks
III)share recommendation or ask to buy or sell share u have.
IV)tell u shares to avoid if overbought (mainly people no knowledge)
Bro Michael(with ang pow picture) in FB. Charging rm 150 per month. Go to see how many follower then u know i good or not.now over 190 9ver followers;5900 above comments.
Many had more comments but less followers.
1 month ago
Good to see Michael Kwok buy call on TDM.
TDM has been a laggard for past 3 years.
This year 2024 I strongly believe TDM will be stand above 30 sen.
1 month ago
plantation is the next theme to play after property & construction sector. You just sapu any plantation counters now..to be rewarded kaw kaw soon
1 month ago
last chance to grap TDM @0.205, you won't get this price in afternoon section.. trust me
1 month ago
TDM, 披着种植股皮的医疗股。
TDM, the Healthcare Counter that wearing a Plantation Counter skin.
1 month ago
medium size good location plantation land, valuable healthcare business, small cap ,cheap
1 month ago
TDM, 披着种植股皮的医疗股。
TDM, the Healthcare Counter that wearing a Plantation Counter skin.
More to come....
At least worth RM0.40
4 weeks ago
Tdm really reach my target.please read.above words.25 cents im done.job done.
1/3/24 4.57pm
4 weeks ago
275mil fine coming soon
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KUALA LUMPUR (2023 Nov 3): Indonesia's highest court has dismissed the appeal by TDM Bhd’s subsidiary against the republic's Ministry of Environment and Forestry in relation to a fire incident in 2019 at its land in West Kalimantan province.
The plantation group told Bursa Malaysia on Friday that the Indonesian Supreme Court has upheld the decision by the Pontianak High Court, which ordered the subsidiary — PT Rafi Kamajaya Abadi (PTRKA) — to pay compensation of 188.98 billion rupiah (RM56.68 million) for environmental loss.
PTRKA also will have to fork out 731.04 billion rupiah (RM219.25 million) to rehabilitate the environment in the affected area of 2,560 hectares and to reactivate the affected ecology system.
In total, the Terengganu state-controlled group is required to pay RM275.93 million, a figure that nearly matches its entire market capitalization of RM293 million.
3 weeks ago
A check with the group’s Annual Report 2018 shows that the affected area makes up about 7% of TDM's total 12,645ha of planted oil plam land in Kalimantan. The group has another 31,346ha in Terengganu, which bring its total planted oil palm land to 43,991ha.
______________________________________________
You are too armature , even if they lose the lawsuit, just wind down the entire Indonesian operation ... Maximum loss 7% of TDM asset, what it has to do with your market cap... Such a newbie comment ... no sense of business
3 weeks ago
Do more homework ya...
Some of you maybe first come to know about this counter, and you google a bit and found some bad news, then you automatic ignore this counter.
But we are different, we are monitoring TDM since Year 2008, we have earn few hundred thousand from TDM, also loss few hundred thousand on it also... we monitor TDM is like monitor a kid, we donno this kid grow up will be a good man or bad man, but we monitor him, we see how he made mistake, and how he corrected the mistake... we see this kid is telling lies or truth, we see how he working with which party, we read every single news, every single announcement, every single corporate movement, and we analyze it through various of source.
In stock market, some investor can outperform other investor, put aside luck, the key factor will knowledge and experience.
Everybody know how to read news, but not many know how to analyze the news, because to analyze a news, you need to have a lot of industry knowledge, legal knowledge, case study, experience, understanding human behavior.
3 weeks ago
TDM is back on track, heading to its Wawasan 2030.
Below is quote by TDM's chairman before :-
"Under the group's transformation model, TDM hopes to attain a market capitalisation of RM2bil, RM100mil in annual dividend and RM1bil in revenue".
3 weeks ago
https://www.malaymail.com/news/money/2024/03/18/epf-commits-rm250m-to-catalysing-malaysian-mid-to-growth-stage-companies/124084
The investments will focus on six strategic themes, which include healthcare focusing on aged care and the silver economy; agriculture and food science looking at improving the food production ecosystem; financial services inclusivity; sustainability focusing on energy transition; education aiming at provision of quality education; and social infrastructure as well as future themes that would fit into the EPF’s strategic mandate,” it said.
1 week ago
Based on TDM's market cap of RM430.89 million and KMI Healthcare's valuation of about RM365 million, this would mean the market has ascribed only RM65.89 million for the plantation segment. At an EV/Ebitda of eight times, the plantation business is almost free - The Edge Weekly 25/3/2024
4 days ago
PT RKA was officially served with the decision of the Supreme Court that the Court rejected the appeal and upheld the decision of Pengadilan Tinggi Pontianak as follows:
i) PT RKA is to pay a compensation of IDR188,977,440,000 (approximately RM56,677,646) for the environmental loss to the National Account of Indonesia as per the claim by the Respondent; and
ii) PT RKA is to rehabilitate the environment on the affected area due to the fire incident of 2,560 ha and to reactivate the affected ecology system with the cost of IDR731,036,640,000 (approximately RM219,250,698).
4 days ago
TDM is back on track, heading to its Wawasan 2030.
Below is quote by TDM's chairman before :-
"Under the group's transformation model, TDM hopes to attain a market capitalisation of RM2bil, RM100mil in annual dividend and RM1bil in revenue".
3 days ago
Icon 888
Forget it..
2023-07-24 15:05