TH PLANTATIONS BHD

KLSE (MYR): THPLANT (5112)

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Last Price

0.67

Today's Change

+0.035 (5.51%)

Day's Change

0.62 - 0.67

Trading Volume

4,520,200

Financial

Show?
Last 10 FY Result
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Revenue 710,664 788,474 752,027 881,259 760,804 555,097 493,650 519,324 689,216 562,310 455,304 488,917 4.89%
PBT 105,222 106,119 85,907 125,808 137,869 54,462 -245,010 -678,111 86,688 127,296 18,714 58,211 4.41%
Tax -45,570 -34,963 -25,811 -37,872 -36,300 -27,002 -28,125 19,729 -35,935 23,173 5,215 1,369 -
NP 59,652 71,156 60,096 87,936 101,569 27,460 -273,135 -658,382 50,753 150,469 23,929 59,580 0.09%
-
NP to SH 46,898 53,281 46,618 68,771 70,166 13,991 -226,498 -594,608 36,730 147,070 62,133 48,319 -0.39%
-
Tax Rate 43.31% 32.95% 30.05% 30.10% 26.33% 49.58% - - 41.45% -18.20% -27.87% -2.35% -
Total Cost 651,012 717,318 691,931 793,323 659,235 527,637 766,785 1,177,706 638,463 411,841 431,375 429,337 5.44%
-
Net Worth 715,919 715,919 715,919 698,242 645,211 583,341 565,664 795,465 1,308,099 1,414,161 1,272,745 1,210,183 -5.66%
Dividend
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Div - 17,677 17,677 26,515 - - - - 31,818 53,031 - 17,666 0.00%
Div Payout % - 33.18% 37.92% 38.56% - - - - 86.63% 36.06% - 36.56% -
Equity
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Net Worth 715,919 715,919 715,919 698,242 645,211 583,341 565,664 795,465 1,308,099 1,414,161 1,272,745 1,210,183 -5.66%
NOSH 883,851 883,851 883,851 883,851 883,851 883,851 883,851 883,851 883,851 883,851 883,851 883,345 0.00%
Ratio Analysis
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
NP Margin 8.39% 9.02% 7.99% 9.98% 13.35% 4.95% -55.33% -126.78% 7.36% 26.76% 5.26% 12.19% -
ROE 6.55% 7.44% 6.51% 9.85% 10.87% 2.40% -40.04% -74.75% 2.81% 10.40% 4.88% 3.99% -
Per Share
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
RPS 80.41 89.21 85.09 99.71 86.08 62.80 55.85 58.76 77.98 63.62 51.51 55.35 4.89%
EPS 3.28 6.03 3.29 6.75 7.94 1.58 -25.63 -67.27 4.16 16.64 7.03 5.47 -5.48%
DPS 0.00 2.00 2.00 3.00 0.00 0.00 0.00 0.00 3.60 6.00 0.00 2.00 0.00%
NAPS 0.81 0.81 0.81 0.79 0.73 0.66 0.64 0.90 1.48 1.60 1.44 1.37 -5.66%
Adjusted Per Share Value based on latest NOSH - 883,851
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
RPS 80.41 89.21 85.09 99.71 86.08 62.80 55.85 58.76 77.98 63.62 51.51 55.32 4.89%
EPS 3.28 6.03 3.29 6.75 7.94 1.58 -25.63 -67.27 4.16 16.64 7.03 5.47 -5.48%
DPS 0.00 2.00 2.00 3.00 0.00 0.00 0.00 0.00 3.60 6.00 0.00 2.00 0.00%
NAPS 0.81 0.81 0.81 0.79 0.73 0.66 0.64 0.90 1.48 1.60 1.44 1.3692 -5.66%
Price Multiplier on Financial Quarter End Date
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Date 28/06/24 28/06/24 29/12/23 30/12/22 31/12/21 31/12/20 31/12/19 31/12/18 29/12/17 30/12/16 31/12/15 31/12/14 -
Price 0.64 0.64 0.485 0.525 0.60 0.57 0.65 0.465 1.15 1.10 1.16 1.70 -
P/RPS 0.80 0.72 0.57 0.53 0.70 0.91 1.16 0.79 1.47 1.73 2.25 3.07 -17.05%
P/EPS 12.06 10.62 9.20 6.75 7.56 36.01 -2.54 -0.69 27.67 6.61 16.50 31.08 -12.64%
EY 8.29 9.42 10.88 14.82 13.23 2.78 -39.43 -144.68 3.61 15.13 6.06 3.22 14.47%
DY 0.00 3.13 4.12 5.71 0.00 0.00 0.00 0.00 3.13 5.45 0.00 1.18 14.89%
P/NAPS 0.79 0.79 0.60 0.66 0.82 0.86 1.02 0.52 0.78 0.69 0.81 1.24 -7.74%
Price Multiplier on Announcement Date
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Date 28/08/24 28/08/24 28/02/24 27/02/23 22/02/22 23/03/21 26/02/20 27/02/19 28/02/18 23/02/17 29/02/16 27/02/15 -
Price 0.595 0.595 0.72 0.60 0.895 0.505 0.405 0.57 0.985 1.20 1.16 1.63 -
P/RPS 0.74 0.67 0.85 0.60 1.04 0.80 0.73 0.97 1.26 1.89 2.25 2.94 -12.87%
P/EPS 11.21 9.87 13.65 7.71 11.27 31.90 -1.58 -0.85 23.70 7.21 16.50 29.80 -8.30%
EY 8.92 10.13 7.33 12.97 8.87 3.13 -63.27 -118.03 4.22 13.87 6.06 3.36 9.04%
DY 0.00 3.36 2.78 5.00 0.00 0.00 0.00 0.00 3.65 5.00 0.00 1.23 9.47%
P/NAPS 0.73 0.73 0.89 0.76 1.23 0.77 0.63 0.63 0.67 0.75 0.81 1.19 -3.17%

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.

Discussions
7 people like this. Showing 50 of 2,130 comments

ScotFree

May dispose certain assets. New CEO in charge

2024-07-11 17:33

Johnzhang

As the push for green energy is the way forward, you will see more plantations to diversify its land use into renewable energy. IOI , JPG and more to come..

PETALING JAYA: IOI Corp Bhd is currently evaluating potential landbank monetisation for some of its aged plantation land areas for renewable energy (RE) development, says RHB Research.

The research house said in a report that some that could be suitable would include a 2,000ha to 3,000ha land in Tangkak, Johor and 1,000ha in Pahang.

“The company could potentially rent the land as well as operate solar assets, either on its own or with a joint-venture partner,” it added.

2024-07-18 09:06

Johnzhang

Plantations can generate continuous streams of earning from optimizing low performing land bank .

2024-07-18 09:08

Johnzhang

THplant produced 16% more (+47,341 mt) of FFB during 1st half 2024. If the production for 2nd half achieve similar rate of increase, profitability should be significantly higher this year .

2024-07-26 12:51

calvintaneng

Good news for Thplant

It has lots of lands in Trengganu and Pahang which will rise up in value.

https://theedgemalaysia.com/node/720864

2024-07-30 10:53

calvintaneng

THPLANT VERY SAFE

TRUMP IN POWER: TECH IN TROUBLE (A Prudent Person Foresees Danger & Hide himself, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-31-story-h-155265511-TRUMP_IN_POWER_TECH_IN_TROUBLE_A_Prudent_Person_Foresees_Danger_Hide_hi

2024-07-31 00:56

calvintaneng

https://www.tradingview.com/symbols/MYX-FCPO1!/

Lots of profit

2024-08-02 12:29

calvintaneng

240,000 ACRES ROCK SOLID LAND

UNDERSTANDING DIFFERENT FORMS OF VALUE IN VALUE INVESTING, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-03-story-h-155170407-UNDERSTANDING_DIFFERENT_FORMS_OF_VALUE_IN_VALUE_INVESTING_Calvin_Tan

2024-08-03 00:32

calvintaneng

THPLANT VERY SAFE

SHARE MARKETS COLLAPSING: SEE WHO ARE BUYING & HOLDING FIRMLY & WHO ARE SELLING AND RUNNING AWAY, Calvin Tan

34 seconds ago



calvintaneng

Read this 3 Times!

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-03-story-h-155144398-SHARE_MARKETS_COLLAPSING_SEE_WHO_ARE_BUYING_HOLDING_FIRMLY_WHO_ARE_SELL

0 seconds ago

2024-08-04 01:17

calvintaneng

Tsh plant got lots of lands ready for sale to solar farm

Solar farm will give 50X more value than palm oil

Also palm oil itself very good as Cpo over Rm3917

So Thplant is very safe

https://www.tradingview.com/symbols/MYX-FCPO1!/

2 months ago

calvintaneng

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-12-story-h-157019176-WHOLE_WORLD_PALM_OIL_IN_BULL_RUN_WHEN_WILL_MALAYSIA_RESEARCH_HOUSES_UPG


Cpo over Rm3800 to Rm4200

cost of Cpo production Rm2000

gross profit 80% to 90%

whole world Palm oil up

only in Malaysia down due to IB banks in cahoot with media suppress

on the other hand others with little or not much earning hot stocks are pushed up by IB banks to trap unwary gamblers

like this

the entire place is filled with man made artificial lighting

one palm oil like little candles with true 🔥

but palm oil light is eclipsed by fake shining artificial light

now all these artificial light will be extinguished by market implosion and collapse


after all artificial light of pump up rubbish stock no more

then they will see Palm oil shine and shine

like little candles in a dark night shining brightly


so after everything collapsed

only then they will see

palm oil

got real solid earnings

real solid balance sheet

real solid dividends

by then all holding palm oil will be

happy happy happy 😊😊😊😁😁😁

2 months ago

Johnzhang

https://newswav.com/A2408_FICrD0?s=A_Im4EmDW&language=en

2 months ago

calvintaneng

RISE OF DIESEL PRICE BY 52% CAUSED PROPERTY, CONSTRUCTION AND OTHERS CUT INTO THEIR PROFITS, BETTER BUY EAST MALAYSIA OIL PALM STOCKS DUE TO NO DIESEL PRICE SPIKE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-16-story-h-154165970-RISE_OF_DIESEL_PRICE_BY_52_CAUSED_PROPERTY_CONSTRUCTION_AND_OTHERS_CUT_


THPLANT GOT 130,000 ACRES IN SARAWAK WILL BENEFIT

2 months ago

ScotFree

If so good, why price no up?

2 months ago

calvintaneng

please do think very carefully


see two macro picture


1. In Peninsular (West Malaysia )

there is a 52% diesel price rise

as such all industries will be impacted by a corresponding rise of 5% to as high as 30%

these will see higher cost

1. property
2. construction
3. construction material
4.logistic that send goods by lorry or ships

5. consumer food and drink which are bulky

6. Toll road owners
as lorries now see higher operation cost by 52% they will make less trip so less collections from till


others




2. By Nov 2024 if Trump gets elected he will impose 10% tariff (tax) for all and for China it will be 60% tariff

so all industries related to export to USA will be hit

two things will hit all


a universal price rise caused by rise of diesel 52%

a universal tariff by USA from 10% to 60%


that is why it is of utmost safety to go invest in East Malaysia stocks which got no 52% diesel rise there

and palm oil export is more to India and China (not USA)

2 months ago

Johnzhang

https://newswav.com/article/indonesian-palm-oil-output-set-to-fall-on-dry-weather-old-trees-A2408_s5pInC?s=A_H0P5B4f&language=en

2 months ago

Johnzhang

https://newswav.com/article/indonesia-s-prabowo-hopes-to-implement-b50-in-2025-A2408_BQZoTm?s=A_76I5Wu6&language=en

2 months ago

calvintaneng

https://www.tradingview.com/symbols/MYX-FCPO1!/.

Many things out there now uncertain

But we keep to what we know

Cpo was Rm2600 MT in year 2020/1 when we started investing into 🌴🌴🌴

Now Fcpo over Rm3900 is up 50%

Even though fertilizer and wages are also up we still see a good margin of profit

So we will be content

2 months ago

ScotFree

Who sell so much?

2 months ago

calvintaneng

Don't worry

I bought

Also this SOP good

SOP (5126) A FANTASTIC RESULT AND A ROCK SOLID BALANCE SHEET FROM THIS PALM OIL COMPANY, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-08-29-story-h-153176392-SOP_5126_A_FANTASTIC_RESULT_AND_A_ROCK_SOLID_BALANCE_SHEET_FROM_THIS_PA

2 months ago

ScotFree

Go horlan sell palm oil liao

1 month ago

calvintaneng

https://e.vnexpress.net/news/business/money/land-worth-much-more-than-university-degree-4790144.html


this is a good example of landbank appreciation


prices of Assets can rise faster and overtake earnings

1 month ago

ScotFree

Value of land is different from cashflow and earnings.

1 month ago

ScotFree

Come on calvintaneng,buy some more lah

1 month ago

StarOfTheBull

Situation quite similar to Ukraine-Russia war when it began. Supply disruption.
On top of that, Diwali is around the corner.

4 weeks ago

gorengkitty

LAI LIAO LAAAAA

4 weeks ago

robrob121212

Mana itu calvin finally his oil palm mali liao but he hilang

4 weeks ago

ScotFree

Windfall tax threshold to be raised.

3 weeks ago

StarOfTheBull

Stock: [TSH]: TSH RESOURCES BHD

1 week ago | Report Abuse

If interested to invest in oil palm plantation, better choose Malaysia based companies instead of Indonesia based companies.
"The Plantation and Commodities Ministry (KPK) presented a proposal to the Ministry of Finance (MOF) last week to revise the windfall profit levy (WPL) on palm oil in the country."

3 weeks ago

StarOfTheBull

The Plantation and Commodities Ministry (KPK) presented a proposal to the Ministry of Finance (MOF) two weeks ago to revise the windfall profit levy (WPL) on palm oil in the country.
https://theedgemalaysia.com/node/727610

3 weeks ago

ScotFree

CPO tops the year, windfall tax line raise, potential sale of key assets, revisit privatization...ah Tan no buy?

3 weeks ago

ScotFree

Budget announcement on palm oil companies...all CPO planters will fly

2 weeks ago

ScotFree

Ah Tan, as top shareholder, very quiet here ..why

1 week ago

ScotFree

Ah Tan finally buying...

1 week ago

somchik

Buy lor buy

1 week ago

somchik

Le train part bientot

1 week ago

calvintaneng

don't make so much noise now
just quietly buy if got spare cash

1 week ago

ScotFree

I got tons of spare cash

1 week ago

warent

I will follow you Calvinl

1 week ago

ScotFree

Well done people here. SOME losers in particular stock chat group don't know what they are missing. lol

1 week ago

G-boy

low cheat doing now..thplant will break 0.875 in this big trend

1 week ago

calvintaneng

NOVEMBER FCPO FUTURE NOW RM4,800! Why Calvin Tan say prices are sustainable above Rm4,000 Plus Buy Palm Oil Upstream Players, By Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-10-31-story-h472881475-NOVEMBER_FCPO_FUTURE_NOW_RM4_800_Why_Calvin_Tan_say_prices_are_sustainab

0 seconds ago

2 days ago

s3phiroth

https://www.thestar.com.my/aseanplus/aseanplus-news/2024/10/31/thailand-bans-export-of-raw-palm-oil-as-production-takes-a-hit

2 days ago

calvintaneng

https://vt.tiktok.com/ZSjjyJjjA/

1 day ago

ScotFree

Analysts were totally wrong on CPO. Cpo 5000 soon

1 day ago

miracle_trader

thats y majority always cannot make $ in stock market. CPO now at 4800, but stock price trade as if CPO is 3800. so good bargain price to buy in now.

1 day ago

s3phiroth

Analysts never right on cpo since mco. NOT EVEN ONCE!

1 day ago

ScotFree

The bargain price was at 55 sen.

1 day ago

miracle_trader

when THPLANT hit rm1, u will feel 65 sen is also a very good bargain price

1 day ago

ScotFree

After budget news, I called all CPO planters will fly...and they did..lol

1 day ago

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