KLSE (MYR): UTDPLT (2089)
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Last Price
25.66
Today's Change
-0.04 (0.16%)
Day's Change
25.40 - 25.74
Trading Volume
206,800
Market Cap
10,681 Million
NOSH
416 Million
Latest Quarter
30-Sep-2023 [#3]
Announcement Date
16-Nov-2023
Next Quarter
31-Dec-2023
Est. Ann. Date
16-Feb-2024
Est. Ann. Due Date
29-Feb-2024
QoQ | YoY
48.21% | 19.80%
Revenue | NP to SH
2,119,840.000 | 703,509.000
RPS | P/RPS
509.25 Cent | 5.04
EPS | P/E | EY
169.00 Cent | 15.18 | 6.59%
DPS | DY | Payout %
0.00 Cent | 0.00% | 0.00%
NAPS | P/NAPS
7.16 | 3.58
QoQ | YoY
7.82% | 18.2%
NP Margin | ROE
33.32% | 23.59%
F.Y. | Ann. Date
30-Sep-2023 | 16-Nov-2023
Latest Audited Result
31-Dec-2023
Announcement Date
26-Feb-2024
Next Audited Result
31-Dec-2024
Est. Ann. Date
26-Feb-2025
Est. Ann. Due Date
29-Jun-2025
Revenue | NP to SH
1,021,843.000 | 278,030.000
RPS | P/RPS
245.48 Cent | 10.45
EPS | P/E | EY
66.79 Cent | 38.42 | 2.60%
DPS | DY | Payout %
82.36 Cent | 3.21% | 123.32%
NAPS | P/NAPS
5.10 | 5.03
YoY
10.4%
NP Margin | ROE
27.34% | 13.09%
F.Y. | Ann. Date
31-Dec-2014 | 26-Feb-2015
Revenue | NP to SH
1,960,292.000 | 675,716.000
RPS | P/RPS
470.92 Cent | 5.45
EPS | P/E | EY
162.33 Cent | 15.81 | 6.33%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
24.62% | 14.91%
NP Margin | ROE
34.63% | 22.66%
F.Y. | Ann. Date
30-Sep-2023 | 16-Nov-2023
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.
FY2023 Q1 ASP 37xx, This year CPO price Jan 3783.5 Feb 3949.5
Mar 4215.5 Info from MPOB.
UP hedge 1H 53620MT @3980. So, I don't think Q1 will affect much.
Have to look out for Q2 if CPO stay above 4200 for Q2.
Output wise, if it's below 5% YoY, will not affect much. Will catchup
starting Q2.
This year UP forward sales volume is low compare to last few years.
Up trend in CPO price will have lesser effect on profit.
Hopefully they can cover it with higher yields.
2 weeks ago
Not sure if output with catch up in Q2 because El Nino effect is known to be lasting for months / years. RM 3,800 / MT in Q3 a bit too much of the discount compares to BMD FCPO in Jul, Aug, Sep.
2 weeks ago
2H forward contract qty is 28550MT, around 1/4 of UP Malaysia
plantation 2H output. I think effect will not be so much.
As for output, you can attend the AGM to ask the management on the
effect of El Nino on FFB production
2 weeks ago
Does El Nino affect UP?
Maybe you can study changes in yield per mature hectare for its Indonesian and Malaysian plantations respectively during the historical El Nino years.
The questions are
1. How does El Nino affect Peninsular Malaysia and Kalimantan?
2. Do we have strong or normal El Nino in 2024?
3. How does it affect CPO price?
4. What is the net result if there is declining yield but higher prices?
What about the prices and outputs of other competing oil crops?
I suspect even professional traders find it difficult to answer confidently.
2 weeks ago
@Observatory
The El Nino effect in 2024 is expected to be at moderate level, and of course it will push up the CPO price.
However, the high price of CPO is meant to compensate the reduction of output. If output is low, production cost per metric ton will be higher (assuming constant fixed cost, such as salaries, chemicals, etc.) and if the selling price is not high enough, it will squeeze the profit margin considerably.
How much this will affect UP, I am not confident to answer and I am far from being a professional trader.
But when I water my plants, and hang my clothes, phew... the weather is really really hot, I could feel the abnormal amount of heat. If this is only "moderate" I don't know how a serious El Nino feels like? My trees do not bear good fruits compares to a few months back, a lot less fruits and smaller fruits are what I got.
2 weeks ago
UP did a risk assessment, I forgot which page on the annual report. Weather / climate has a rating associated to high risk and high impact besides the commodity price. I hope the contracted price had more than enough to adverse the impact of lower production. But I also know it is difficult to get a good deal / price stroke a few months back when effect of El Nino is not yet manifested. I believe there is a margin squeeze, hope it is a light one.
2 weeks ago
Ytd Feb drop 3.8%, let's wait for Q1 production figure next week.
Anyway QR will be release on 26th. 😃
2 weeks ago
26th April , QR out. Bullish or not depend on QR,
production quantity n their CPO ASP.
2 weeks ago
I think I have to sing that song again, coz UP price rising so high today, Yeayyy! Keep go up, keep go up! Siapa jual dia rugi 😃
2 weeks ago
Should not worry about the output,
YoY Q1 CPO output up by 1.9% overall.
Q1 Own production YoY up by 2.9%😁
2 weeks ago
trust the management ... i still think their tanah rata not reach the optimum palm oil output when that kick start the output will be fantastic ..... for now i just wait and see while all enjoy riding utdplt don't forget to grab a carlsberg beer and enjoy your day ... hahah kena promote mah ...
2 weeks ago
fking haze from Sumatra make my nose itchy, hope more rain coming in mid April to deal with the fire & Haze.
Most important is providing water source for the palm oil in this El Nino time.
2 weeks ago
Retail top buy:
https://www.facebook.com/photo/?fbid=802415565254781&set=a.607997711363235
1 week ago
2nd round of profit taking, before buying back lower for dividends soon. he, he
1 week ago
Can anyone tell me, how much is the broker fee + any other fees involved every time we buy or sell stocks?
1 week ago
Congrats UP, you just passed the line of Ji Go = Dua Lima , moving up further! You can do it! 😍😎
1 week ago
glad UP surpassed RM25, so will it drop after ex-date?
Hardly, because the fund manager's dividend expectation still there and the price movement will reflect their expectation:
1. What is the cash reserve after dividend payout ? If got extra cash means extraordinary dividend.
2. Are the production & CPO price same / better than 2023? Yes for 1Q2024, if 2Q & 3Q result suggest better production, CPO price maintain at 4k, fund manager will arbitrage & push up UP share price.
1 week ago
What a gem of a stock. UP really epitomizes Buffett's famous advice of holding good stocks forever when asked when is the best time to sell. Never he says. Hard pressed to find another UP. Cheers. 🍻
6 days ago
This selling before XD similar like last year. Share price will stay here for now. Price likely will only move after AGM.
4 days ago
Ex Div of 70 + 40 cents this Friday, 26/4. Since Utd Plt has very good management, plus High CPO price and low cost of Production, after Ex, possibility price will climb up again to cum dividend price. Results of Q1, which will be very good, will be out soon
21 hours ago
Sardin
It can be summarised into 2 main points:
1. Selling cpo considerably below market value
2. Lesser cpo output
And looks like both are going to happen together. Besides that there are a few more things I try to figure out.
2 weeks ago