UNITED PLANTATIONS BHD
KLSE (MYR): UTDPLT (2089)
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Last Price
14.60
Today's Change
+0.06 (0.41%)
Day's Change
14.44 - 14.68
Trading Volume
237,600
Details of Changes
Securities After Change
Transactions
| Ann. Date | Name | Details of Changes | Securities After Changes | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Date | Type | No. of Shares | Price | Direct (%) | Indirect (%) | Total (%) | ||||
Discussions
4 people like this. Showing 50 of 1,546 comments
Sori nothing personal with the shareholders just want to warn anyone else who could be made a fool too as myself
1 week ago
Forward selling won't "hurt" the performance now
You're only losing out in terms of the possible "gains" now
Also, depends on what algorithm is deployed, the forward price hedging will also go up (albeit lesser) in a prolonged uptick market
1 week ago
Sell 3000
Cost 1000
Profit 2000
Now fuel up labour up fertilizer up
Sell 3000
Cost 2000
Profit 1000
Later
Sell 3000
Cost 3500
Profit
Minus 500
Simple...
Understand
1 week ago
i think the reason why people so worked up because the expectation to have share price sky rocket just because CPO price is increased ... this is the downside of utdplt so had to agree with supersinginvestor ..but its a decision one had to make when investing in utdplt ... that said its a fundamentally sound company so can i will still collect ... with its down more ..remember their tanah rata estate yet to mature and CPO will eventually will go down ...
1 week ago
There is a difference between not going up vs going down
This singh expects UP to let the margin erosion eat into their profit
Any small boy will also know not to allow that to happen
Inflation will definitely be part of the equation (though I do not have proof)
Anyway, talk is cheap
1 week ago
U ask yourself UTDPlant poo counter ah ??
They pay div Rm 1.15 per share woh!
Very few companies can afford so high div loh!
Effectively u are getting div 7.95% pa loh!
It is something to shout about mah!
Only soohaiiiiiiiiiii investors simply say poo loh!
1 week ago
supersinginvestor going to taruk us again with SWKPLNT and SIMEPLT result hahaha be prepared ..hahaha
1 week ago
Lol...
Even simep la..gosh...
Wow swkplnt damn good results now wait see sop how...
I no need talk too much..u just see urself...
1 week ago
Recently, I attend a local fund talk. That fund said something abt United Plantation:
1. Utdplt’s ASP was below the MPOB avg( MPOB avg ASP in 2021: RM 4,407; UP: RM 3,309 ; MPOB avg ASP in 2020: RM 2,686; UP: RM 2,613) due to forward sales executed for a portion of its production. So, it will result in lower ASP in a rising market, as opposed to higher ASP in a falling market
2. Utdplt’s forward sale policy is prudent as no one can time the peaks and troughs of CPO price precisely.
3. When CPO price falls, it will be able to report higher than Avg prices, and this will lead to a less volatile earnings and dividend pattern
4. Even though the palm oil business is volatile and cyclical, Utdplt has in the past managed to grow its earnings and raised its dividend pay-out steadily and that fund expects Utdplt to continue with this fine performance in the years to come
That fund view that long-term fundamentals of the palm oil business have changed structurally due to:
1. It is very difficult for Malaysia’s CPO output to back to its peak
2. The high growth rate in Indonesia’s CPO output is over
3. The planting growth era is over, implying that supply growth in the long term will be an issue
4. Automation and mechanisation in the palm oil industry have been difficult to achieve.
1 week ago
Ofcourse the local fund said utdplnt is great.u should ask them why others plantations up 100% n utdplnt unchanged..
U should ask them why other plantations profits up so much n utdplnt down like poo poo...
Ask lerr...
1 week ago
That local fund u spoke to maybe drunk lorr. Anyway thanks for sharing...
1 week ago
Already superbull....talkkook no point mah!
The best time to invest in a good stock...is when it undergoes a temporary setback 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!
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!
6 days ago
True buy palm oil companies but dont buy bulshiit forward seller utdplnt...
Buy klk soo taann
Before too late....
Never trust a company thats pays more dividend then income..
6 days ago
Stockraider is right
.which company can pay so much dividend...dangerous..
6 days ago
Utdplnt is a forward seller....
In times of inflation n new normal...u buy this share u masuk longkang...
Correct@stockraider
6 days ago
Wait lerr...1 week to see where utdplnt belongs among the pack....
See if utdplnt can survive in norma baharu
6 days ago
Let General Raider summarise the sustaining business model of Utdplant in a nutshell loh!
Suppose the Normal Profit Margin of Palmoil is 5% and palmoil price move up higher & if Utdplant sell fwd it can lock in margin (2x the usual profit that) amounting 10%.
Thus in order to lock in profit & hedge its position.....Utdplant hedge & lock in for the the whole yr or 12 mths sells at 10% margin loh! Thus effectively UTDPLANT make 2x the normal profit loh!
Now after 3 mths of operations.... Palmoil price move up further to 20% profit margin....that means UTDPLANT should be reporting profit margin of 10% for the 3mths of operations & another 9 mths of operation at 10% margin loh!
But Actually accounting principle do not allow the co to account for 10% profit even it has lock in the margin for the whole yr mah! It allow the co to report the 3 mths profit that is already realized 10% & the next 9 mths of impairment losses of minus 10% ( it is the opportunity cost of 10% margin lock in v the current potential margin of 20% if they do not sell fwd to the future mths}
Consequently UTDPLANT profit for the QTR at 10% realized but it need to adjust for 9 mths potential future mark to mkt losses of say 8%. Thus reporting earnings for QTR will be adjusted for impairment to 10% minus 8% to 2% loh!
U need to bear mind UTD PLANT is actually hedge at 10% margin.....thus the entire future mths should show big improvement & finally the end Utd Plant will still report 10% margin for the whole yr mah!
That will mean the UTD Plant result will definitely show very big improvement going fwd loh!
Lu tau boh ?
6 days ago
Ok..then u buy n gang buy lerr...better buy lerr before too late...
I buy klk sop taann ok..
We see 1 month 3 months n 6 months out ok..
6 days ago
Lol...see lorrr...ahahaha...
Know where u belong..no point cursing me for stating the obvious ...
5 days ago
Sop n taann results out go see bplant too ...
Enjoy....
Next qr will be better i guess for them...
5 days ago
Maybe now rather than cursing me n writing to me...u jokers can write to utdplnt management n ask for explanation n future ??
5 days ago
Cursing me n hoping palm oil goes down is not a strategy..it is an excuse...open ur eyes...
I can only show u...
5 days ago
no need to curse lor ... wait till next QR alll will be answered ... waiting patiently to collect more but not anytime soon .. yet long term prospect still intact ...
5 days ago
All my small cap and mid cap plantations show excellent Q1 2022 results :
SOP EPS 34.09sen (+146% yoy)
Bplant EPS 19.43 sen (+353% yoy for operations)
Taann EPS 23.75 sen (+155% yoy)
Swkpltn EPS 15.52 sen (+82% yoy)
MHC EPS 5.8sen (+67% yoy)
Cepat EPS 4.93sen (+172% yoy)
They put the big boys to shame !
UP EPS 14.39sen (- 20% yoy)
Simepltn EPS 10.4sen (+27% yoy)
IOI EPS 6.62sen (+3% yoy)
Stay invested in small and mid cap plantation counters. The best yet to come.
5 days ago
Anyone here own a palm oil plantation? What is the cost per metric tonne of FFB for small planter (labor, fertiliser, pesticide and herbicide included) ?
4 days ago
So all qr out..n the loser is.....
Utdplnt...lol.as predicted...just be greatful epf buying poo poo share utdplnt back cheap or else sure below 13 now
4 days ago
Wat do u think klk is worth.utdplnt?
Lol..even a kid can see...except the jokers from utdplnt
4 days ago
Anyways guys good luk in utdplnt ...my job is done6 here..plantations results all out...
Hope u guys dont mind me as i m fair...i did promotion n made a mistake promoting utdplnt n correct it...
Bye bye..
4 days ago
Pergi lah!
Everyday say job completed done....but everyday comeback with your bulllshit loh!
3 days ago
I love United Plantation since 90's, ie when I first stepped into the world of oil palm plantation!! Still hugging onto it compared to Kedekut-lagi-kedekut (KLK)!!!
3 days ago
Supersing must be some small time goreng kaki la, feeling the burn now when KLK, SOP and Taann also don't go up after he sold his UP and buy those shares. People like Supersing and Johnzhang will feel the burn even more when their beloved small and mid cap plantations like SOP and Taann falls 50% or more when CPO price falls. UP is not for flipping. Its for stability and long term. Suitable for people who have money to hold and collect dividends, and enjoy the share price appreciation. Along with PBB, these are the safest stocks for long term investment.
3 days ago
Lol KLK. Other than the "predicted" share price of RM42 that hasn't happened and the miserable dividends they give, can anyone tell any other upside of buying that counter? CPO prices have shot up and peaked, the price we see at KLK and those small and mid cap plantations already reflects it. They will only fall in the near future. I really can't think of a better and safer plantation stock than UP.
3 days ago
LOL, Aminvest now give KLK TP 23.6, recommend 'sell'.
Where is supersinginvestor? Wakakakaka.
3 days ago
Can anyone please help me with this question?
Nowadays palm price is high, but why UP's share price is dropping? is it because they are tied into fixed price contract signed in the past?
2 days ago
If there are no contradictory views they price won't stay at 14.50 now. This price is good for both buyers and sellers. Haha.
2 days ago
This Supersing says KLK is on the way to RM42 because RHB gives buy call with price target RM34. But he never mention that Aminvest gives sell call with target 23.6. Thats why whenever Supersing promotes a stock, the price always crashes. Hahaha
2 days ago
Superflopinvestor is a jinx.. whenever he promotes that particular stock will crash
2 days ago
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
supersinginvestor
Up to u...
But i will not leave this utdplnt forum as i have lost too much holding the poo poo utdplnt stock..while sop taann n gang up 100%
1 week ago