SARAWAK PLANTATION BHD
KLSE (MYR): SWKPLNT (5135)
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Last Price
2.28
Today's Change
-0.01 (0.44%)
Day's Change
2.26 - 2.28
Trading Volume
76,800
Financial
Market Cap
638 Million
NOSH
280 Million
Latest Quarter
30-Sep-2024 [#3]
Announcement Date
22-Nov-2024
Next Quarter
31-Dec-2024
Est. Ann. Date
26-Feb-2025
Est. Ann. Due Date
01-Mar-2025
QoQ | YoY
20.91% | 14.55%
Revenue | NP to SH
567,075.000 | 84,576.000
RPS | P/RPS
202.53 Cent | 1.13
EPS | P/E | EY
30.21 Cent | 7.55 | 13.25%
DPS | DY | Payout %
19.93 Cent | 8.74% | 65.98%
NAPS | P/NAPS
2.88 | 0.79
QoQ | YoY
4.89% | 39.03%
NP Margin | ROE
15.02% | 10.49%
F.Y. | Ann. Date
30-Sep-2024 | 22-Nov-2024
Latest Audited Result
31-Dec-2023
Announcement Date
25-Apr-2024
Next Audited Result
31-Dec-2024
Est. Ann. Date
25-Apr-2025
Est. Ann. Due Date
29-Jun-2025
Revenue | NP to SH
570,676.000 | 64,443.000
RPS | P/RPS
203.81 Cent | 1.12
EPS | P/E | EY
23.02 Cent | 9.91 | 10.09%
DPS | DY | Payout %
9.97 Cent | 4.37% | 43.30%
NAPS | P/NAPS
2.67 | 0.85
YoY
-33.37%
NP Margin | ROE
11.36% | 8.62%
F.Y. | Ann. Date
31-Dec-2023 | 26-Feb-2024
Revenue | NP to SH
543,801.333 | 101,117.333
RPS | P/RPS
194.21 Cent | 1.17
EPS | P/E | EY
36.11 Cent | 6.31 | 15.84%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
12.93% | 36.14%
NP Margin | ROE
18.74% | 12.54%
F.Y. | Ann. Date
30-Sep-2024 | 22-Nov-2024
Hints :
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.
Date
Financial Result
Financial Ratio
Per Share Item
Performance
Valuation (End of Quarter)
Valuation (Ann. Date)
| 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.
Discussions
4 people like this. Showing 50 of 1,069 comments
Is Q2 earning bad ? I don’t think so.
Q2 earnings is affected by about $11 mil charged in fair value change in biological assets which is non cash. , non operating but merely accounting for unharvested crops.
Without considering this , EPS could have been about 14sen instead of 10.75sen.
2022-08-27 10:01
EPS 1H 26.28sen
Forecast FY2022. 48sen.
Prospective PE only 4.6x is ridiculously undervalued.
2022-08-27 10:06
Swkpltn should at least pay 10sen interim dividend lah. Taann is paying 15sen 3rd interim!
2022-08-29 17:35
Downgrade sarawak plant below rm 1.60
Sell call 2.13-2.17
30/8/2022
10.57pm
2022-08-30 22:57
Looking at Ta ann"s result and dividend, looks like they may have neglected and dianak tirikan SWKPLT. Sarawak state govt, are you watching? Time to find somebody else to manage the company. Your 25.5% stake may not be well taken care of.
2022-09-01 09:09
10 sen dividend announced ex-date 22 Dec 22 and payment date 19th Jan 2023 just before CNY.
2022-11-29 13:00
MANAGEMENT REVIEW & ANALYSIS
BY THE EXECUTIVE DIRECTOR
OVERVIEW OF BUSINESS AND OPERATION
Core Businesses
Oil Palm Plantation and Mill Operation
Sarawak Plantation Group’s principal businesses are
cultivation of oil palm and processing of fresh fruit bunches
(FFB) into crude palm oil (CPO) and palm kernel (PK). The
oil palm business has two core operations, namely estate
operation and mill operation. This contributes over 99% of
the Group’s revenue and earnings. The Group owns 13 oil
palm estates with total land bank of 42,185 hectares (ha).
SARAWAK PLANTATION BERHAD | ANNUAL REPORT 2022 27
In the year under review, the total plantable hectarage
was 35,656 ha. In addition, the Group also has another
estate with the size of 412 ha (planted 405 ha) under a
joint venture with one of the Sarawak State Agencies.
The Group owns and operates 2 palm oil mills located
at Niah and Mukah, respectively. During the current
financial year, Niah Palm Oil Mill’s capacity was
expanded from 60 metric tonne per hour (mt/hr) to
80 mt/hr, leading to the Group’s total milling capacity
of 140 mt/hr.
2023-04-20 14:31
After underperfoming for many years, the ROE of Sarawak Plantation (SWKPLNT) managed to overtake that of KLK in 2019. It peaked in 2021 and then began to go below that of KLK in 2022. https://i.postimg.cc/sXnFvbf0/SWKPLNT.png
SWKPLNT share price seemed to mirror the ROE performance since 2019. You can see the share price peaking in 2021 and is today below the 2021 peak.
From a ROE perspective, SWKPLNT was not able to consistently outperform KLK, my reference Bursa plantation company. https://ujianehc.blogspot.com/2023/11/bursa-plantation-sector.html
Given the mirroring feature of the share price, I am not sure that this is a counter worth digging further into. From a value investing perspective, I will dig further if the price drops to the 2018 level. Then I am confident that there will be a margin of safety.
2024-01-23 12:03
MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
SARAWAK PLANTATION BERHAD
Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description
The information below shows the production figures of Sarawak Plantation Berhad for the month of January 2024
PRODUCT METRIC TONNE
FFB 24,665.55
CPO 9,980.72
PK 2,157.94
https://www.klsescreener.com/v2/announcements/view/6352509
2024-02-06 13:58
MIDF Amanah Investment Bank Bhd (MIDF Research) said “On a yearly basis, Sarawak Plantation’s 2QFY24 profit after tax, amortisation (PATAMI) were stronger driven by better upstream performance with higher operating profit of RM24.1 million (up 70.8 per cent y-o-y) recorded, underpinned by higher CPO ASP (RM4,007 per tonne; up5.6 per cent y-o-y) and better FFB output (up 16.0 per cent y-o-y).”
It explained that profitability for estate jumped by double-digit growth to RM21.4 million (+75.0 per cent y-o-y), mainly attributed by the elevated average selling price CPO and palm kernel (PK) realised of RM4,007 per metric tonne (+5.6 per cent y-o-y) and RM2,253 per metric tonne (+20.7 per cent y-o-y), respectively.
2024-08-28 06:54
Market Cap = 614m,
Total Liabilities = 223m,
Biological Assets = 72m,
Total Current Assets = 306m,
Total Harvestable Area = 19507Ha,
Enterprise Value per Ha = ( 614m + 223m +72m -306m ) / 19507Ha = RM31,000 / Harvestable Ha.
Very Cheap.
2024-08-31 10:47
Palm oil surges to two-year high on firm exports and crude rally
https://theedgemalaysia.com/node/732409
1 month ago
Swk Plant seems like a hidden gem, especially with that solid QR and good dividends. If they’re performing well but still flying under the radar, it might be time to stack up while it’s cheaper!
1 month ago
Sarawak Plantation pays bumper 15 sen dividend as 3Q profit hits record
https://theedgemalaysia.com/node/735104
4 weeks ago
YTD EPS already 27 sen,
Let assume Q4 EPS = 10 sen, then total EPS = 37 sen,
As usual, most probably no more dividend for the current financial year,
Pay Out ratio = 20 / 37 = 54%,
Looking at SWKPLNT Cash position, 54% pay out ratio is reasonable.
4 weeks ago
Kim Loong, SOP also CPO counters why traded at higher price despite lower dividend.
3 weeks ago
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2022-08-04 12:44