BATU KAWAN BHD

KLSE (MYR): BKAWAN (1899)

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Last Price

27.12

Today's Change

-0.38 (1.38%)

Day's Change

26.80 - 27.66

Trading Volume

115,100

Overview

Market Cap

10,835 Million

NOSH

444 Million

Avg Volume (4 weeks)

14,568

4 Weeks Range

26.80 - 29.14

4 Weeks Price Volatility (%)

13.68%

52 Weeks Range

18.50 - 29.20

52 Weeks Price Volatility (%)

80.56%

Previous Close

27.12

Open

27.66

Bid

27.12 x 700

Ask

27.20 x 300

Day's Range

26.80 - 27.66

Trading Volume

115,100

Financial Highlight

Latest Quarter | Ann. Date

31-Mar-2022 [#2] | 24-May-2022

Next QR | Est. Ann. Date

30-Jun-2022 | 18-Aug-2022

T4Q P/E | EY

8.97 | 11.15%

T4Q DY | Payout %

0.66% | 5.88%

T4Q NAPS | P/NAPS

16.06 | 1.69

T4Q NP Margin | ROE

11.65% | 18.83%

Company Profile

Sector: PLANTATION

Sector: PLANTATION

Subsector: PLANTATION

Subsector: PLANTATION

Description:

Batu Kawan Bhd is a holding company, which through its subsidiaries, harvests palm trees and manufactures and sells rubber and chemical products. The firm organizes itself into three primary segments based on function. The plantations segment, which generates most of Batu Kawan?s revenue, cultivates and processes palm trees and processes the palm trees into both fresh fruit bunches and rubber products. The manufacturing segment sells a variety of chemical-based products including oleochemicals, industrial amides, rubber gloves, and esters. The property development segment engages in the development of commercial and residential property.

Discussions
2 people like this. Showing 50 of 441 comments

sheldon

OMG!! This is unheard of.

March futures CPO trading at 8,754. I hope KLK will be able to harvest & process most of the fresh fruit bunches. Big fat margins await.

2 months ago

Mark Goh

Do you want to know how does this stock compares with its peers?
LVI: Plantation Sector Price to EPS Peer Comparison
https://klse.i3investor.com/web/blog/detail/VIE/2022-03-02-story-h1599...

2 months ago

sheldon

TQ Mark Goh - I see BK on the top right hand corner of the graph - indicating somewhat overvalued in comparison with others lower down the line?

2 months ago

supersinginvestor

Klk better.
For exposure to.plantations buy klk..
I repeat klk better.

2 months ago

sheldon

Repeat one more time, then I'll be truly convinced haha

2 months ago

supersinginvestor

Lol@sheldon

2 months ago

PassionateInvestor

@Mark Goh Many thanks. Based on your graph, can I interpret that BK is of "high value" ie high EPS and high share price since it is located on the far right region but yet still undervalued because it is below the line?

2 months ago

Golf123

Long term hold.
..well managed and high integrity

2 months ago

sheldon

Nice move with the large share buyback !

2 months ago

WilburR2

very well run estates with good harvesting teams.

2 months ago

Golf123

Just hold for dividend and look at price now and then

2 months ago

lionel messi

So regret I missed this counter having been occupied in others. Can I humbly ask the gurus here is it still a screaming buy at current price? Love its fundamentals and supposed its a totally different animal than it was a year ago. Is it a fair comment?

1 month ago

lionel messi

Hopefully I'm not too late to the party. Sigh.

1 month ago

dailyklse2010

You are not late but this counter quite boring XD

1 month ago

sheldon

No liquidity but pays good dividends. I like the regular share buybacks. Recently did 2 major takeovers at excessively generous (high) prices - maybe because flushed with cash or perhaps for some other reasons that cannot be mentioned here.

I worry about China muscling in. Could this meteoric rise be akin to a supernova which explodes and then collapse? The jury is still out at this juncture.

1 month ago

lionel messi

Thanks Sheldon. I am only aware of the CCM takeover. What was the other? Fully agree with what you said. In addition, love its deep value, well managed, good corp governance, great prospects and the possibility of an impending bonus and/or rights issue. Cheers bro.

1 month ago

vcinvestor

technically not BKAWAN but the other takeover Sheldon is referring to is probably the KLK takeover of IJMPLT.

1 month ago

lionel messi

Oic. But on hindsight and with the recent rise in palm oil price, thought the IJMPLT was a great buy at a good price.

1 month ago

vcinvestor

i think even the most optimistic of palm oil guys didn't expect fwd price to hit RM8k this year la. so with the benefit of hindsight, the KLK guys look like geniuses la. At the point of buying everyone thought they were too generous

1 month ago

vcinvestor

my view of this is that ultimately the BKAWAN and KLK family take a very long term value look at acquisitions and don't mind paying a (perceived) premium to close the deal quick.

1 month ago

lionel messi

Thanks and you are right vc. KLK being the taikor wants or need to do "national service" at times :)

1 month ago

sheldon

Phewitt!! If ever there's an example of the term "my ship has arrived" - this is it!!!

1 month ago

lionel messi

Good for you mate. So worried I may be late for the party. Now I'm gonna stay till the fat lady sings :)

1 month ago

New_Investor92

I guess almost 80% of retail trader had missed this gem. People are busy from glove --> Tech --> Commodity -->Banks but miss this counter. I miss it.

1 month ago

lionel messi

Most know the price of everything but the value of nothing. The high absolute price level has mislead many thinking that it's overvalued not knowing it has deep value instead. It's a totally different animal now. Need to do some homework. Keep this counter for posterity. If there is a company that has everything.......good major shareholders, corp governance, prospects, dividends, financials, well managed, possible bonus issue, this is it :)

1 month ago

WilburR2

Hope the fat lady sing the bonus shares tune of 2 or 3 lol

1 month ago

lionel messi

Haha, sing she will but don't know when :)

1 month ago

sheldon

I've been buying & selling this counter for sometime. More buying so a net gradual accumulation. My earliest recorded trade was a buy @ 8.2 & a sell @ 9.52 - gives you a rough idea as to the timeframe (all after Christ btw).

This Co was making quite a profit every quarter but paying modest dividends. Imagine someone with a healthy appetite, eating away but hardly going to toilet ie constipated. Eventually he's going to grow big albeit sideways! haha.
There was a time it hovered between 17-20 & I was puzzled as to why no one was paying any attention despite a suppressed price.

Then with covid, the price went further south. I used up my ammo to pick up some more bargains.

It still looks somewhat undervalued in my opinion - thanks to lack of trading liquidity. I'm no guru btw.

1 month ago

lionel messi

You are in my books. As smart as Sheldon Cooper :) You probably don't need to work anymore. Just auto cruise in your Benz or Beemer. Somehow I think I have known you in another life......during my Canone and Kian Joo days. Really wasted my time on those rip off con job counters. Cheers bro.

1 month ago

sheldon

You probably do - I'm an ex-KJ & existing Canone shh.

Despite my comments, I think no one can arrogantly fire & forget or rest on one's laurels. Think Kodak & Nokia. How long can the Batu Kawan party last?

1 month ago

Golf123

Think BK will last long time, well managed, a gem.

1 month ago

lionel messi

Agree Golf. This is not a tech fad company that can go obsolete.

1 month ago

stockraider

Bk is the most dynamic plantation base CO.....able to grow both organically and acquisition loh!

Very proven savvy management mah!

1 month ago

lionel messi

Diversifying upstream some more. Now it is a legit full fledged chemical company in the likes of PChem :)

1 month ago

joerakmo

will it catch up to KLK?? KLK stake worth Rm35.90

1 month ago

sheldon

Putting it mildly, it's going to be a pleasant weekend!

1 month ago

Golf123

Hold for long term, very solid

1 month ago

stockraider

Very steady aircraft Carrier loh!

1 month ago

sheldon

How come nobody's saying "OMG!"?

1 month ago

junkit

2022年涨幅最大的棕油股 - BKAWAN:
https://youtu.be/V6HZye504TE

2 weeks ago

DickyMe

Post removed.Why?

2 weeks ago

sheldon

So the steep fall in commodity prices is affecting the share price. Despite that the management would have hopefully locked-in future prices at much higher levels. The results for at least 2 quarters should be nothing less than awesome.

What the management could do to get the attention of the investors and prop up the share price is to declare an equally awesome dividend.

2 weeks ago

sheldon

Interim dividend announcement anytime

6 days ago

lionel messi

Or a bonus issue. I don't mind a big rights issue also. Love giving money to well managed companies.

6 days ago

DickyMe

Post removed.Why?

4 days ago

WilburR2

What is your logic or basis dick? When the BK is buying RM 27+. Maybe RM 6.67 will be after fat bonus [ 5x ] dividens and shares, then sure

2 days ago

DickyMe3

Post removed.Why?

19 hours ago

sheldon

Things are looking good. CPO Futures prices are through the roof today 24 May. Results are in line with expectation. If you consider the latest EPS of 80.3 & extrapolate to a year = 3.21. This is the highest annual (projected) EPS BK had ever registered. Perhaps they could've declared a much higher dividend than 20 sen.

17 hours ago

WilburR2

Should follow up with another announcement of a special dividend

5 hours ago

WilburR2

Market disappointed with 20 sens dividend.Share price dropped 36 sens at mid day close.

2 hours ago

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