HAP SENG PLANTATIONS HOLDINGS

KLSE (MYR): HSPLANT (5138)

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Last Price

1.86

Today's Change

0.00 (0.00%)

Day's Change

1.83 - 1.86

Trading Volume

222,200

Discussions
6 people like this. Showing 50 of 799 comments

Income

Whoever is reading my comment right now, we all are unknown to each other, still I pray to God that any tension going on in your life.

2023-11-18 14:14

calvintaneng

HS PLANT latest result

Profit 4.73 sen

60% payout from profit will be 2.83 sen

Since Hs Plant got net cash of 60 sen (just take out 5 sen for dividend)

If BOD wants to Hs Plant can easily give another 7.83 sen dividend


2023-11-20 20:34

speakup


profit not from operations but from accounting : https://theedgemalaysia.com/node/690639

2023-11-21 07:49

loneranger

The profit is mainly due to fair value adjustments gains of biological assets. I hope Calvin can take action instead of using mouth only to ask Hsplant management to pay more dividend.

2023-11-21 11:19

loneranger

Aminvest target price RM 2.30. Kenanga target price RM 1.70. All these investment banks are fooling investors. Haha.

2023-11-23 10:56

Dehcomic01

From a ROE perspective, the return of Hap Seng is in between that of KLK and BPant. It is better than BPlant but not as good as KLK. These are my 2 reference Bursa Plantation companies where I have detailed fundamental analysis. https://www.youtube.com/watch?v=9KhboTCMdEg
The comparative ROE trend and share price trend shows a good link. Prices are currently low relative to the ROE. If you are hunting for stocks with price-fundamental discrepancy to invest in, this is one company worth a deeper look. https://i.postimg.cc/CKnbFHHm/Hap-Seng-Plantation.png

2023-11-24 08:12

Income

I really like reading your comments about the market. You literally doing basic things just to be a profitable. You don't need those a lot of strategy because the more important thing in this trading career is how you will think and react on the markets. Thank you

2 months ago

Dehcomic01

I just received my Independent Advice Circular on the mandatory takeover offer for Boustead Plantation.
The thing that stood out was that the Revised Asset Value of Boustead Plantation was estimated at RM 2.60 per share. Contrast this with its Book Value of RM 1.29 per share. You can see that the Revised Asset Value is double the Book Value
Going by this metric, can you take the Book Value of all the Bursa Plantation companies as the floor value? https://www.youtube.com/watch?v=9KhboTCMdEg Or at least this applies only to those with large plantation land in Malaysia rather than in other countries.
By this measure would Hap Seng Plantations with its share price of RM 1.75 per share be cheap given its Book Value of RM 2.41 per share?
Having said that, Asset Value provides psychological comfort as companies are not going to sell their assets and return the monies to shareholders. Instead, even the ones with incompetent management will try to run the business (and of course in the process destroy shareholders value).
Furthermore, shareholders cannot depend on luck by hoping that the company will be acquired by another.
Moral of story? I still prefer to rely on Earnings base valuation

2 months ago

Income

Planting stops next year. Sad

2 months ago

yfchong

Any one can share what is the ex mill cost. ?
Which plantation performs better ? We check OER ke. Or gross profit leh

2 months ago

loneranger

The most silent stock.

2 months ago

speakup

Swkplnt is better than Hsplant

2 months ago

calvintaneng

Next month Hs plant expected to give another nice dividend

1 month ago

investor77

Todays Star commented Parent HSeng already owns around 70 %. So may take over HSPlant as it is cash rich, to help pare its billions in debts. Moreover, good share.

1 month ago

speakup

10 years ago already heard this takeover story. Still nak main broken record ke?

1 month ago

yfchong

Ok lar kalau ada dividend

1 month ago

loneranger

Calvin, how much dividend Hsplant will give this time?

1 month ago

calvintaneng

PALM OIL COMPANY PROFITS IN YEAR 2019 VERSUS NOW IN 2024 (After 4 to 5 Years Show Excellent Growth, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-01-08-story-h-210649988-PALM_OIL_COMPANY_PROFITS_IN_YEAR_2019_VERSUS_NOW_IN_2024_After_4_to_5_Y

GO ASK FOR MORE DIVIDEND LAH

60% DIVIDEND FROM PROFIT

ASK FOR EXTRA DIVIDEND AS HS PLANT GOT CASH RM480 MIL OR ABOUT 60 SEN NET CASH

BEST IF IT CAN GIVE 10 SEN TO 15 SEN DIVIDEND

IF TAANN GOT DEBT AND LESS CASH COULD GIVE 15 SEN DIVIDEND WHY NOT HS PLANT?

IT IS EVEN IN A BETTER CASH POSITION

PALM OIL COMPANY PROFITS IN YEAR 2019 VERSUS NOW IN 2024 (After 4 to 5 Years Show Excellent Growth, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-01-08-story-h-210649988-PALM_OIL_COMPANY_PROFITS_IN_YEAR_2019_VERSUS_NOW_IN_2024_After_4_to_5_Y

1 month ago

loneranger

Hsplant will only give 7 cents dividend this time...

1 month ago

calvintaneng

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

Fcpo now above Rm3,800

Most Palm oil co cost of Cpo production only Rm2,000 (more or less)

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

THERE IS A HUGE GROSS PROFIT MARGIN OF 80% TO 90%

BETTER STAY SAFE IN PALM OIL

1 month ago

calvintaneng


calvintaneng

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

AS LONG AS FCPO AT RM3000 JTIASA AND ALL UPSTREAM OIL PALM WILL DO WELL

CPO ANYTHING ABOVE RM3000 WILL BE AN ADDED BONUS AND BOOSTER

1 month ago

calvintaneng

THESE ARE LONG TERM FUNDAMENTAL SUPPORT FOR PALM OIL

1. PERENIAL DEMAND WHICH IS FOR AS LONG AS HUMAN BEING EXISTS ON PLANET EARTH

A. COOKING OIL
ALL HUMANS NEED TO EAT FOOD. PALM OIL IS THE CHEAPEST COOKING OIL USED BY 8 BILLIONS
HEAVY USERS OF PALM OIL ARE CHINA, INDIA, PAKISTAN AND OTHERS

AS IN TOOTHPASTE

EVERY MORNING AND NIGHT 8 BILLION PEOPLE NEED TO BRUSH TEETH WITH COLGATE PALM OIL AND OILVE

3. 50% OF ALL CONSUMER GOODS IN SUPERMARKET GOT PALM OIL

ALL THE NEED FOR GREEN ENERGY

INDONESIA BIOFUEL B35 WILL INCREASE TO B100

AT B100 77% OF ALL PALM OIL PRODUCED IN INDONESIA WILL BE USED AS BIOFUEL

ONLY 23% LEFT
NOT ENOUGH FOR EXPORT

IN USA THEY NOW GOT TO IMPORT SOYOIL FOR BIOFUEL

SO FROM BOTH FOOD AND FUEL THERE ARE TWIN SUPPORT FOR PALM OIL

AS WORLD POPULATION INCREASES AND PALM OIL LANDS CANNOT INCREASE DEMAND WILL CONTINUE TO OUTSTRIP SUPPLY JUST LIKE FISH IN THE SEA (NOT ENOUGH) AND GETTING EXPENSIVE

SO PALM OIL CAN ONLY GO PAST RM4000, PAST RM5000, PAST RM6000 AGAIN AND ON TO HIGHER PRICES

THAT IS WHY PALM OIL DEMAND IS INELASTIC LIKE WATER

PLUS A PLUS POINT

END OF LIFE USE FOR PALM OIL

THE UNDERLYING LANDS ONE DAY WILL HAVE COMMERCIAL POTENTIAL AND CONVERTED INTO HOUSING, DATA CENTER, SOLAR FARM, INDUSTRIAL PARK, NEW TOWNSHIP AND EVEN NEW CAPITAL CITIES

BOTH EARNINGS AND VALUE WILL GO HIGHER

1 month ago

calvintaneng

Govt to allow plantation sector to hire foreign workers, says Johari Ghani

https://theedgemalaysia.com/node/698335

GREAT NEWS

ONLY PLANTATION COMPANIES ARE ALLOWED TO RECRUITE FOREIGNERS AS WORKERS (OTHER INDUSTRIES NOT ALLOWED)

FOCUS NOW ON PLANTATION SECTORS

1 month ago

calvintaneng

HS PLANT

GOOD DIVIDEND NEXT MONTH SOON

https://www.youtube.com/watch?v=OPsW1FF7vlw

1 month ago

loneranger

Save your energy lah, the most is 7 cents lah.

1 month ago

calvintaneng

Hap Seng Plantation (5138) A Solid Stable Dividend Palm Oil Stock you can sleep well after investing, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-02-07-story-h-189229142-Hap_Seng_Plantation_5138_A_Solid_Stable_Dividend_Palm_Oil_Stock_you_can

3 weeks ago

calvintaneng

This was posted in Bumitama (Spore) tread


kelvin_ik4u Plam oil is always like that, start plant require cash/fund/debts to build empire. Once it empire steady and cash generated machine, it will be an auto-pilot for next 18yrs. This counter will be the next shine palm oil for this year.. it's CAGR 21% compounding for next 3 yrs, now Bumitama just sit and collect money as all it palm tree is 6-7yrs now with FFB nucleus oil >24%, 107% growth vs Q1'FY13. Strongly believe this counter will start give dividents moving forward. Since CPO price is up ard ~RM2700/tan metric, I believe will share price will skyrocket this yr. Target $2.00 before end of this year 2014.
19/05/2014 6:16 PM

https://sgx.i3investor.com/servlets/stk/p8z.jsp

What applies to Singapore Bumitama also apply to Jtiasa, Tsh, Thplant, Hs Plant and all other Palm oil Companies

JAYA TIASA Now On Auto - Pilot

Streams of Earnings translate to Future Streams of Dividends

https://www.youtube.com/watch?v=aX_efvvsyWg

WITH SUCH STRONG EARNINGS JTIASA AND ALL OTHER PALM OIL COMPANIES WILL BE OVER FLOWING WITH MASSIVE CASH INFLOW

THE OUTFLOW?

CASH DIVIDENDS LIKE DAMS DISCHARGE WATER!!!

3 weeks ago

calvintaneng

Fantastic Fertilizer News!

Natural Gas (Nitrogen Fertilizer) has dropped from US10.00 to US1.58

A Drop of almost 85% from year 2022 Peak

Tremendous Savings on Fertilizer For Oil Palm esp those with Growth Stage of Palm Fronts

This will translate to lower Cost of Cpo production

Best to Stay Safe in Palm Oil Stocks

https://tradingeconomics.com/commodity/natural-gas
(Click on 10 year price chart button)

2 weeks ago

calvintaneng

See Hs Plant FFB

YoY (Year on Year Up)

Quater to Quarter FFB also Up

See

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3413163

7 minutes ago



calvintaneng

Again SEE THPLANT

YoY FFB up

Quarter to Quarter FFB also Up

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3413163

5 minutes ago



calvintaneng

Although Cpo weakened by 10% to 15%

Fertilzer Cost Crashed by 85% got Huge SAVINGS ON COST OF PRODUCTION

See chart of Natural Gas (Nitrogen Fertilizer)

https://tradingeconomics.com/commodity/natural-gas

Better don't miss Palm Oil Bull

2 minutes ago



calvintaneng

FCPO Over Rm3800

Cost of Fertilizer drop cause cost drop to Rm1800

So Gross Profit 100%

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

45 seconds ago



calvintaneng

Very very very few Industries /business could even get 50% gross profit

PALM OIL ONLY GOT 100% GROSS PROFIT!!

1 week ago

calvintaneng

WHY WHEN CPO PRICES ARE HIGH UPSTREAM PALM OIL PLANTERS WILL DO FAR BETTER THAN DOWN STREAM PALM OIL COMPANIES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-02-22-story-h-188275986-WHY_WHEN_CPO_PRICES_ARE_HIGH_UPSTREAM_PALM_OIL_PLANTERS_WILL_DO_FAR_BET#google_vignette

1 week ago

calvintaneng

More results out show we are CORRECT

Both Simeplant & IOI Corp reported less profits due to high Cpo prices because they have to purchase Feedstock at higher cost

So downstream not doing well

AND INNOPRISE PLANT REPORTED GOOD RESULTS PLUS A GENEROUS 4TH INTERIM DIVIDEND!
https://www.bursamalaysia.com/bm/market_information/announcements/company_announcement/announcement_details?ann_id=3423807

ALSO FAST EAST ALSO REPORTED GOOD RESULTS!

https://www.bursamalaysia.com/bm/market_information/announcements/company_announcement/announcement_details?ann_id=3423886

1 week ago

calvintaneng

Plus our Singapore Palm oil Bumitama is up today

Unaffected by the sell down in Malaysia

https://sgx.i3investor.com/servlets/stk/p8z.jsp

So next week just collectct while cheap

https://sgx.i3investor.com/servlets/stk/p8z.jsp

1 week ago

calvintaneng

Another good proof

Singapore Palm Oil Goldenagri also up

https://sgx.i3investor.com/servlets/stk/e5h.jsp

1 week ago

calvintaneng

WHY WHEN CPO PRICES ARE HIGH UPSTREAM PALM OIL PLANTERS WILL DO FAR BETTER THAN DOWN STREAM PALM OIL COMPANIES, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-02-22-story-h-188275986-WHY_WHEN_CPO_PRICES_ARE_HIGH_UPSTREAM_PALM_OIL_PLANTERS_WILL_DO_FAR_BET

1 week ago

loneranger

Calvin, where is the generous dividend? Your prediction is very lousy... Hahaha.

4 days ago

PureInvest

Total NPAT for FY' ending 31-12-23 is RM91.369M.
Dividend Policy of 60% of NPAT = RM91.369 x 60% = RM54.82M.
Dividend per share = RM54.82/800M = RM0.0685.
!st Dividend Paid = RM0.0150.
2nd Dividend Payable = RM0.0685 - RM0.0150 = RM0.0535 which is rounded up to RM0.053.

4 days ago

PureInvest

In view of the 40% NPAT amounting to RM36.547M retained as 60% NPAT amounting to RM91.369M to be paid on 27-03-24, the Net Cash position has increased from RM505.921M (FY ending 31-12-22) to RM531.504M (FY ending 31-12-23).

With new FY'2024 continuing with good operating profit provided CPO stays well above RM3,800.00/ton, Hsplant will continue to improve in its financial performance.

4 days ago

loneranger

Yes, Hsplant is cash rich company and it's financial performance has improved a lot, but this is nothing to do with minor shareholders.

4 days ago

calvintaneng

Cash up from Rm480 millions to Rm530 millions

Net cash increased from 60 sen to 66 sen

Since Hao Seng Consolidated owns 70% of Hs Plant they also in same position as minority shareholders
As long as Cash remain in Company it is ok plus they parked most in money market funds to get higher yield

4 days ago

loneranger

Meaning to say you own it, but you don't have it. People are in heaven, money is in the bank.

4 days ago

calvintaneng

Can also say the same about people buying Berkshire Hathaway by the Great Sifu Warren Buffet which never even give one cent dividend as he said dividend is taxable

4 days ago

loneranger

Hahaha, dividend in Malaysia is not taxable. And I thought you previously said Hsplant is a good dividend stock.

3 days ago

Pinky

calvin ni, shifting goal post wan πŸ˜πŸ˜‚πŸ€£

3 days ago

calvintaneng

Hahaha Pinky
I no shift lah
disappointed as they only give 5.3 sen dividend and keeping extra 6 sen to increase cash from 60 sen to 66 sen

Should have taken out another 10 sen cash to give extra special dividend

in any case the Chinese said

"if you can keep 🍏 green mountain you will not be afraid if there is no wood for making fire

now we await Taann, Thplant and Jtiasa results and see how much dividend they give

3 days ago

loneranger

Hsplant's top management is typical Chinese business man, stingy, not so generous in sharing it's profit. Not sure what game they are playing

3 days ago

RTSH7182

loneranger...TRUE, VERY TRUE. I AGREED WITH YOUR STATEMENT. AMEN.

3 days ago

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