YEAR …. ADJ DPS(SEN) …. ADJ EPS(SEN) …. ADJ YEPX
2009 …. 1 …. 2.69 …. 0.52
2010 …. 1.67 …. 5.03 …. 0.67
2011 …. 2.62 …. 6.54 …. 0.73
2012 …. 3.13 …. 6.97 …. 1.19
2013 …. 3.63 …. 7.96 …. 1.81
2014 …. 3.63 …. 7.73 …. 1.76
2015 …. 3.25 …. 6.38 …. 2.97
2016 …. 4 …. 7.21 …. 2.42
2017 …. 4.25 …. 9.42 …. 5.34
2018 …. 8.4 …. 12.4 …. 6.14
2019 …. 7.8 …. 13.9 …. 5.48
2020 …. 9.8 …. 13.88 …. 12.14
2021 …. 82.3 …. 84.85 …. 5.73
2022 …. 21.8 …. 93.18 …. 1.7
2023 …. 2.50E …. 4.09 …. 2.04


Total cumulative EPS 278.14
Total Cumulative DPS 157.28
DPO Ratio 56.5%
Hartalega

>>>
stockraider posted:
Stock: [BKAWAN]: BATU KAWAN BHD

2022-02-13 11:01 | Report Abuse

Just buy lah!

Outperformance mah!

Posted by sheldon > Feb 9, 2022 12:38 PM | Report Abuse

Be warned - I'm getting rich!!

Stock
Stock: [SWKPLNT]: SARAWAK PLANTATION BHD

2022-02-13 11:00 | Report Abuse

Just buy mah!

Outperformance loh!

Posted by ahbah > Feb 12, 2022 9:04 PM | Report Abuse

Sarawak Plantation saw its 9MFY21 core earnings doubling to RM62.4m, bolstered by stronger CPO prices despite weaker FFB production.

The results were slightly below our full-year expectations but it was in line with the consensus expectation, making up 69% and 78%, respectively. Nevertheless, we believe there will be a catch-up in the final quarter as management expects to record higher average CPO prices. No dividend was declared for the quarter.

Maintain Outperform call with an unchanged TP of RM3.88 based on 15x FY22 EPS.

Source: PublicInvest Research - 22 Nov 2021

Stock
Stock: [BPLANT]: BOUSTEAD PLANTATIONS BHD

2022-02-13 10:59 | Report Abuse

Congrats to johnzhang & calvintan for your great recommendations!

U have helped alot of investors in I3!

Not impossible for bplant to hit above Rm 2.00 mah!




Posted by Johnzhang > Feb 13, 2022 6:26 AM | Report Abuse

If CPO stays strong above $5,000 for most of the month in 2022, EPS purely from operations may reach 20sen. At PE 15x , it worth $3.00 ?
Asset monetisation gain in pocket from Kulai land sales is 24 sen . Ongoing plan to sell under performing Sarawak estate? Further monetisation of development freehold land in WM ? As a result, handsome special dividend payout like before ?
All this may drive Bplant share price very high provided Malaysian stock market sentiment remain bullish

Stock
Stock: [KLK]: KUALA LUMPUR KEPONG BHD

2022-02-13 10:57 | Report Abuse

Congrats to johnzhang & calvintan for your great recommendations!

U have helped alot of investors in I3!


Posted by Johnzhang > Feb 13, 2022 6:46 AM | Report Abuse

Oiikh899, No one should follow me . They should follow their hearts that tell them where to invest their own money.
My intention of posting a lot of comments in plantation forum is to share my knowledge and the view on how I look at the financials from multiple angles .

Stock
Stock: [UTDPLT]: UNITED PLANTATIONS BHD

2022-02-13 10:57 | Report Abuse

Congrats to johnzhang & calvintan for your great recommendations!

U have helped alot of investors in I3!


Posted by Johnzhang > Feb 13, 2022 6:46 AM | Report Abuse

Oiikh899, No one should follow me . They should follow their hearts that tell them where to invest their own money.
My intention of posting a lot of comments in plantation forum is to share my knowledge and the view on how I look at the financials from multiple angles .
>>>>








For those who bought plantation stocks in February 2022 as recommended in the above post, how are their performances to date.


Prices of:

Batu Kawan
24.88 (Feb 2022)
20.14 (Today)

Sarawak Plantation
2.98 (Feb 2022)
2.38 (Today)

Boustead Plantation
0.72 (Feb 2022)
1.51 (Today)

KLK
24.24 (Feb 2022)
21.50 (Today)

UTDPLT
14.16 (Feb 2022)
16.16 (Today)

YEAR .. DPS(SEN) .. EPS(SEN) .. YEPX
2009 .. 1.41 .. 14.66 .. 2.67
2010 .. 1.41 .. 22.1 .. 3.65
2011 .. 1.89 .. 35.04 .. 5.27
2012 .. 2.36 .. 22.58 .. 5.43
2013 .. 2.83 .. 13.17 .. 6.14
2014 .. 3.14 .. 17.35 .. 4.87
2015 .. 3.14 .. 11.81 .. 4.13
2016 .. 3.15 .. 16.9 .. 3.68
2017 .. 3.33 .. 24.99 .. 3.9
2018 .. 4 .. 8.89 .. 2.1
2019 .. 3.33 .. 11.83 .. 4.1
2020 .. 3.33 .. 23.35 .. 4
2021 .. 6.67 .. 58.61 .. 3.49
2022 .. 8 .. 60.00E .. 2.6


DPS, EPS and Year End Price are adjusted for capital changes
Total cumulative EPS 281.28
Total Cumulative DPS 47.99
DPO Ratio 17%
SOP

EPF is the biggest institution fund in our local market. Their investment is for long term. Looking at growth, dividend and capital appreciation.

>>>>

>>>>
Posted by calvintaneng > 2 hours ago | Report Abuse

this fella claim to have integrity ???

Every discerning reader can see he purposely left out Bplant

Why he left out Bplant ?

Answer :.

Because Bplant has been offered Rm1.55 for take over by Klk

this kind of partial quoting shows little integrity

Really intelligent people can see through his "bad intention " and he claimed to be industrious?

Industrious for what?

Answer:

For being a busy body.
expert in futility and totally wasting his life to little purpose

go back to your dlady you recommended at Rm72. Go jaga your dlady better
>>>>


Typical behaviour of calvin over the years.

Someone who promoted many stocks is effectively promoting none at all.

Not all plantation stocks are doing well. Many stocks are cheap for very good reason that they are lousy companies. Prices of many stocks in Bursa are volatile, going up 50% or more and dropping the equivalent 1/3 or more in a year. Do not be fooled by their price volatilities for your ingenuity.

Calvintaneng promoted plantations in Feb 2022. The CPO price had risen by then and Plantation stock prices had climbed by then. He continued to be bullish and promoted strong buys even in April 2022 and May 2022. The prices of many Plantation stocks peaked in April and May 2022. Very soon these Plantation stock prices declinened precipitously to even lower than their initial previous low prices.

Again, Calvin's promotions through his numerous articles and posts did not show his cleverness, just his enthusiasm. Someone commented his surprise he was going to be a speaker in a forum on how to invest in Plantation stocks due to his expert knowledge in Plantation counters!
I usually keep my investing a lonely journey, investing quietly on my own. Have only participated in discussing GSB and NETX in any depth.

Good morning. Stay focus on issues.

Questions raised in Parliament by the opposition on why BPlant is sold to KLK and not to another GLC, like SimePlt. Let see how this issue develops further.

Very rare to see calvintaneng admitting the truth. Tended to beat around the bushes too often when on the spot.

For those who bought into these plantation stocks in February 2022:

Stock .. Price (Feb 2022) .. Price (13.9.2023)
TAAN .. 4.68 .. 3.41
SimePlt .. 4.23 .. 4.32
TSH .. 1.39 .. 1.00
FGV .. 1.61 .. 1.38
THPlt .. 0.72 .. 0.54
JTiasa .. 0.81 .. 0.76

How did these stocks perform?



>>>>
https://klse.i3investor.com/web/forum/forum-thread/600677058

calvintaneng

Overweight in Mid cap and small cap

(Big caps only good during bad times)
,(In bad times buy good defensive palm oil stocks but in good times you must go for unloved lower liners and midcap)

These are the top picks

Taann
Sop
Simeplant
Tsh resources (a must have)
Fgv
Thplant (best because cheap )
Bplant
Jtiasa

Others will come later

Above are low hanging fruits and all got over 200,000 acres of palm oil bigger than Singapore landmass of 180,000 acres

2022-02-18 07:11
>>>>

YEAR .. DPS(SEN) .. EPS(SEN) .. YEPX
2009 .. 0 .. -0.67 .. 0.25
2010 .. 0 .. 0.02 .. 0.29
2011 .. 0 .. 0.27 .. 0.23
2012 .. 0 .. 0.13 .. 0.14
2013 .. 0 .. 0.59 .. 0.2
2014 .. 0 .. 1.28 .. 0.18
2015 .. 0 .. -0.72 .. 0.5
2016 .. 0 .. 0.3 .. 0.41
2017 .. 0 .. 2.64 .. 0.6
2018 .. 0 .. 0.53 .. 0.19
2019 .. 0 .. 8.55 .. 0.51
2020 .. 0 .. -6.76 .. 0.7
2021 .. 0 .. 4.27 .. 0.39
2022 .. 0 .. 3.83 .. 0.24


DPS, EPS and Year End Price are adjusted for capital changes
Total cumulative EPS 14.26
Total Cumulative DPS 0
DPO Ratio 0%
JAKS

YEAR .. DPS(SEN) .. EPS(SEN) .. YEPX
2009 .. 0 .. 0 .. 0
2010 .. 0 .. 32.73 .. 0
2011 .. 0 .. -37.13 .. 0
2012 .. 0 .. -2.17 .. 0
2013 .. 0 .. 19.65 .. 5.27
2014 .. 0 .. -85.49 .. 3.42
2015 .. 0 .. -12.1 .. 1.8
2016 .. 0 .. 19.39 .. 3.6
2017 .. 0 .. 6.2 .. 3.3
2018 .. 0 .. -73.18 .. 2.35
2019 .. 0 .. -167.86 .. 1.55
2020 .. 0 .. CFY .. 0.75
2021 .. 0 .. (5,070.96)P .. 0.65
2022 .. 0 .. (35.00)E .. 0.57


DPS, EPS and Year End Price are adjusted for capital changes
Total cumulative EPS -299.96
Total Cumulative DPS 0
DPO Ratio 0%
AAX

YEAR .. DPS(SEN) .. EPS(SEN) .. YEPX
2009 .. 0 .. 14.57 .. 1.34
2010 .. 0 .. 15.33 .. 2.45
2011 .. 2.68 .. 25.96 .. 3.65
2012 .. 4.84 .. 14.47 .. 2.65
2013 .. 23.23 .. 30.3 .. 2.13
2014 .. 3.87 .. 2.88 .. 2.63
2015 .. 2.9 .. 18.82 .. 1.25
2016 .. 3.87 .. 56.39 .. 2.22
2017 .. 11.61 .. 28.78 .. 3.24
2018 .. 50.32 .. 28.23 .. 2.87
2019 .. 98.71 .. -5.04 .. 1.65
2020 .. 0 .. -157.43 .. 0.86
2021 .. 0 .. -73.31 .. 0.79
2022 .. 0 .. (59.59)P .. 0.63


DPS, EPS and Year End Price are adjusted for capital changes
Total cumulative EPS -0.05
Total Cumulative DPS 202.03
DPO Ratio -404060%
Capital A

YEAR .. DPS(SEN) .. EPS(SEN) .. YEPX
2009 .. 56.75 .. 70.57 .. 10.28
2010 .. 45 .. 100.86 .. 16.9
2011 .. 65 .. 155.66 .. 17.46
2012 .. 95 .. 116.13 .. 19
2013 .. 65 .. 112.46 .. 19.6
2014 .. 55 .. 127.11 .. 17.34
2015 .. 60 .. 120.96 .. 17.5
2016 .. 50 .. 147.29 .. 18.4
2017 .. 55 .. 137.97 .. 19.6
2018 .. 60 .. 95.86 .. 16.68
2019 .. 55 .. 92.18 .. 17.44
2020 .. 60 .. 89.79 .. 17.9
2021 .. 60 .. 232.88 .. 22.7
2022 .. 120 .. 280.00P .. 22.3


DPS, EPS and Year End Price are adjusted for capital changes
Total cumulative EPS 1599.72
Total Cumulative DPS 901.75
DPO Ratio 56.4%
Batu Kawan

Net Asset Value per share of icapital.biz Berhad as at 6 September 2023 is 3.56.

A very well managed plantation company.

YEAR .. DPS(SEN) .. EPS(SEN) .. YEPX
2009 .. 18.75 .. 64.44 .. 6.82
2010 .. 31.88 .. 66.61 .. 8.55
2011 .. 35.63 .. 91.08 .. 9.5
2012 .. 45 .. 88.62 .. 12.5
2013 .. 46.94 .. 70.48 .. 13
2014 .. 84.38 .. 64.95 .. 12.2
2015 .. 45 .. 70.57 .. 12.68
2016 .. 50 .. 74.36 .. 13.46
2017 .. 57.5 .. 93.63 .. 14.04
2018 .. 75 .. 92.28 .. 12.75
2019 .. 75 .. 67.08 .. 13.14
2020 .. 72.5 .. 91.08 .. 14.52
2021 .. 95 .. 126.04 .. 13.88
2022 .. 125 .. 146.04 .. 15.3


DPS, EPS and Year End Price are adjusted for capital changes
Total cumulative EPS 1207.26
Total Cumulative DPS 857.58
DPO Ratio 71.0%
United Plantation


Today's price RM 16.32

YEAR .. DPS(SEN) .. EPS(SEN) .. YEPX
2009 .. 16.79 .. 58.28 .. 7.58
2010 .. 16.79 .. 63.5 .. 8.58
2011 .. 17.4 .. 70.62 .. 10.53
2012 .. 27.54 .. 88.55 .. 14.28
2013 .. 32.62 .. 99.73 .. 13.92
2014 .. 39.63 .. 112.95 .. 13.51
2015 .. 39.63 .. 119.99 .. 13.44
2016 .. 41 .. 91.22 .. 13.5
2017 .. 45 .. 102.8 .. 17
2018 .. 48 .. 127.71 .. 20.4
2019 .. 50 .. 123.38 .. 17.3
2020 .. 36 .. 119.55 .. 18.2
2021 .. 50 .. 137.09 .. 18.62
2022 .. 55 .. 157.64 .. 20.56


DPS, EPS and Year End Price are adjusted for capital changes
Total cumulative EPS 1473.01
Total Cumulative DPS 515.4
DPO Ratio 35.0%
HLB

YEAR .. DPS(SEN) .. EPS(SEN) .. YEPX
2009 .. 7.78 .. 13.93 .. 2.16
2010 .. 7.21 .. 16.86 .. 2.52
2011 .. 9.06 .. 19.27 .. 2.59
2012 .. 9.69 .. 21.41 .. 3.15
2013 .. 10.08 .. 22.49 .. 3.76
2014 .. 10.41 .. 23.38 .. 3.66
2015 .. 11 .. 25.66 .. 3.7
2016 .. 11.6 .. 26.66 .. 3.94
2017 .. 11.8 .. 28.29 .. 4.16
2018 .. 13.2 .. 28.55 .. 4.95
2019 .. 14 .. 28.13 .. 3.89
2020 .. 8 .. 25.19 .. 4.12
2021 .. 20.5 .. 29.12 .. 4.16
2022 .. 19.7 .. 31.5 .. 4.32


DPS, EPS and Year End Price are adjusted for capital changes
Total cumulative EPS 340.44
Total Cumulative DPS 164.03
DPO Ratio 48.2%
PBB

YEAR …. ADJ DPS(SEN) …. ADJ EPS(SEN) …. ADJ YEPX
2009 …. 130 …. 150.02 …. 33.1
2010 …. 150 …. 166.91 …. 43.34
2011 …. 170 …. 182.14 …. 56.2
2012 …. 180 …. 215.5 …. 62.84
2013 …. 215 …. 239.53 …. 68
2014 …. 235 …. 234.71 …. 68.5
2015 …. 305 …. 251.91 …. 73.4
2016 …. 270 …. 271.7 …. 78.2
2017 …. 270 …. 275.39 …. 103.2
2018 …. 275 …. 271.83 …. 147.4
2019 …. 280 …. 279.07 …. 147
2020 …. 280 …. 235.66 …. 138.9
2021 …. 232 …. 240.78 …. 134.2
2022 …. 242 …. 263.54 …. 140



Total cumulative EPS 3278.69
Total Cumulative DPS 3234
DPO Ratio 98.6%

YEAR …. ADJ DPS(SEN) …. ADJ EPS(SEN) …. ADJ YEPX
2009 …. 65.63 …. 94.38 …. 11.62
2010 …. 72.5 …. 119.05 …. 17.54
2011 …. 72.5 …. 172 …. 23.4
2012 …. 260 …. 192.78 …. 46.44
2013 …. 260 …. 216.04 …. 47.14
2014 …. 220 …. 171.63 …. 42.4
2015 …. 220 …. 220.28 …. 47.76
2016 …. 220 …. 232.93 …. 55.56
2017 …. 280 …. 188.08 …. 62
2018 …. 200 …. 198.07 …. 62
2019 …. 100 …. 159.41 …. 49.1
2020 …. 80 …. 113.99 …. 37.5
2021 …. 50 …. 146.25 …. 33.52
2022 …. 50 …. 159.64 …. 30.24
2023 …. 50.00E …. 120.00E …. 22.5


Total cumulative EPS 2384.53
Total Cumulative DPS 2150.63
DPO Ratio 90.2%

YEAR …. ADJ DPS(SEN) …. ADJ EPS(SEN) …. ADJ YEPX
2009 …. 41 …. 47 …. 6.95
2010 …. 45 …. 50.54 …. 10.16
2011 …. 54 …. 60.04 …. 13.46
2012 …. 125 …. 68.65 …. 16.6
2013 …. 68.5 …. 72.03 …. 16
2014 …. 64.5 …. 65.61 …. 12.3
2015 …. 71 …. 70.9 …. 13.24
2016 …. 85 …. 94.29 …. 16.38
2017 …. 100 …. 89.39 …. 18.9
2018 …. 90 …. 93.52 …. 20.46
2019 …. 96 …. 103.6 …. 27.12
2020 …. 66 …. 55.8 …. 23.02
2021 …. 66 …. 81.32 …. 20.84
2022 …. 106 …. 136.65 …. 25.2


Total cumulative EPS 1089.34
Total Cumulative DPS 1078
DPO Ratio 99.0%
Heim

YEAR …. ADJ DPS(SEN) …. ADJ EPS(SEN) …. ADJ YEPX
2009 …. 35.25 …. 68.23 …. 10.6
2010 …. 45.5 …. 86.27 …. 15
2011 …. 183 …. 87.64 …. 18.2
2012 …. 82 …. 30.01 …. 18.02
2013 …. 58 …. 58.65 …. 18.5
2014 …. 62 …. 71.84 …. 17.44
2015 …. 55 …. 78.79 …. 18.5
2016 …. 62.5 …. 106.78 …. 23.48
2017 …. 57.5 …. 88.45 …. 27
2018 …. 57.5 …. 107.18 …. 33.5
2019 …. 57.5 …. 113.35 …. 34.84
2020 …. 60 …. 110.15 …. 32.08
2021 …. 60 …. 113.04 …. 24.74
2022 …. 60 …. 104.48 …. 21.58



Total cumulative EPS 1224.86
Total Cumulative DPS 935.75
DPO Ratio 76.4%
FN

YEAR …. ADJ DPS(SEN) …. ADJ EPS(SEN) …. ADJ YEPX
2009 …. 2.7 …. 7.53 …. 0.75
2010 …. 3 …. 9.27 …. 1.09
2011 …. 4 …. 11.51 …. 1.09
2012 …. 6 …. 14.59 …. 1.85
2013 …. 8 …. 12.98 …. 1.81
2014 …. 11.5 …. 13.82 …. 1.46
2015 …. 10 …. 12.19 …. 1.87
2016 …. 11.5 …. 20.88 …. 2.55
2017 …. 11.5 …. 23.4 …. 5.28
2018 …. 11.5 …. 22.79 …. 3.51
2019 …. 11.5 …. 24.04 …. 3.24
2020 …. 2.5 …. 10.9 …. 2.88
2021 …. 5 …. 8.5 …. 2.8
2022 …. 12.5 …. 22.95 …. 3.35



Total cumulative EPS 215.35
Total Cumulative DPS 111.2
DPO Ratio 51.6%
Padini

YEAR DPS(SEN) .. EPS(SEN) .. YEPX
2009 8.15 .. 21.96 .. 2.11
2010 9.12 .. 24.44 .. 2.02
2011 10.74 .. 28.57 .. 3.73
2012 16.21 .. 43.05 .. 7.94
2013 23.02 .. 60.4 .. 9.55
2014 30.02 .. 78.96 .. 7.78
2015 36.96 .. 92.41 .. 7.72
2016 38.55 .. 96.64 .. 9.31
2017 40.86 .. 113.19 .. 13.46
2018 41.13 .. 115.29 .. 15.3
2019 44.6 .. 135.93 .. 14.14
2020 36.25 .. 108.19 .. 12
2021 29.2 .. 87.67 .. 13.62
2022 48.5 .. 139.17 .. 12.58


DPS, EPS and Year End Price are adjusted for capital changes
Total cumulative EPS 1145.87
Total Cumulative DPS 413.31
DPO Ratio 36.1%
AeonCredit

YEAR DPS(SEN) .. EPS(SEN) .. YEPX
2009 63.8 .. 75.79 .. 11.7
2010 75 .. 87.55 .. 17.8
2011 75 .. 65.88 .. 17.8
2012 76.9 .. 84.24 .. 23.5
2013 83.44 .. 81.71 .. 31.44
2014 55.5 .. 50.49 .. 17.12
2015 62 .. 79.14 .. 24.86
2016 62 .. 88.02 .. 23.8
2017 78 .. 108.85 .. 24.26
2018 94 .. 84.09 .. 26.5
2019 70 .. 81.25 .. 23.1
2020 61 .. 27 .. 21.4
2021 40 .. 50.00E .. 20.6
2022 40 .. 75.00F .. 23


DPS, EPS and Year End Price are adjusted for capital changes
Total cumulative EPS 914.01
Total Cumulative DPS 936.64
DPO Ratio 102.5%
Petdag

YEAR DPS(SEN) .. EPS(SEN) .. YEPX
2009 5.25 .. 23.42 .. 2.81
2010 5.93 .. 23.77 .. 3.39
2011 6.15 .. 26.32 .. 3.83
2012 6.45 .. 27.03 .. 3.55
2013 6.98 .. 27.38 .. 4.38
2014 6.9 .. 20.02 .. 4.07
2015 6.3 .. 17.87 .. 4.38
2016 7.3 .. 27.01 .. 4.58
2017 17.5 .. 22.99 .. 5.63
2018 19 .. 31.83 .. 3.02
2019 19 .. 20.35 .. 3.29
2020 20 .. -38.36 .. 2.69
2021 8.5 .. -17.46 .. 2.88
2022 15 .. 2.6 .. 2.69


DPS, EPS and Year End Price are adjusted for capital changes
Total cumulative EPS 214.77
Total Cumulative DPS 150.26
DPO Ratio 70.0%
Genting

YEAR DPS(SEN) .. EPS(SEN) .. YEPX
2009 5.25 .. 23.42 .. 2.81
2010 5.93 .. 23.77 .. 3.39
2011 6.15 .. 26.32 .. 3.83
2012 6.45 .. 27.03 .. 3.55
2013 6.98 .. 27.38 .. 4.38
2014 6.9 .. 20.02 .. 4.07
2015 6.3 .. 17.87 .. 4.38
2016 7.3 .. 27.01 .. 4.58
2017 17.5 .. 22.99 .. 5.63
2018 19 .. 31.83 .. 3.02
2019 19 .. 20.35 .. 3.29
2020 20 .. -38.36 .. 2.69
2021 8.5 .. -17.46 .. 2.88
2022 15 .. 2.6 .. 2.69


DPS, EPS and Year End Price are adjusted for capital changes
Total cumulative EPS 214.77
Total Cumulative DPS 150.26
DPO Ratio 70.0%
Genm

YEAR DPS(SEN) .. EPS(SEN) .. YEPX
2009 2.22 .. 33.25 .. 1.44
2010 3.7 .. 40.95 .. 1.62
2011 8.32 .. 39.45 .. 1.93
2012 6.6 .. 24.5 .. 2
2013 5.8 .. 31.28 .. 3.43
2014 6.8 .. 35.5 .. 2.83
2015 5.8 .. CFY .. 1.84
2016 3 .. 20.89 .. 1.39
2017 2 .. 9.27 .. 1.27
2018 0 .. -110.56 .. 0.79
2019 0 .. 2.21 .. 1.28
2020 0 .. -23.49 .. 0.72
2021 0 .. 7.12 .. 1.37
2022 0 .. 32.92 .. 2.37


DPS, EPS and Year End Price are adjusted for capital changes
Total cumulative EPS 143.29
Total Cumulative DPS 44.24
DPO Ratio 30.9%
Coastal

YEAR DPS(SEN) .. EPS(SEN) .. YEPX
2009 19.17 .. 92.08 .. 13.3
2010 115 .. 69.68 .. 14.38
2011 23.33 .. 67.36 .. 14.3
2012 16.67 .. 60.97 .. 9.67
2013 17.5 .. 68.89 .. 13.45
2014 20 .. 63.11 .. 11.92
2015 20 .. 68.38 .. 13.25
2016 20.83 .. 70.54 .. 13.22
2017 20.83 .. 81.06 .. 14.37
2018 26.33 .. 72.66 .. 17.58
2019 28 .. 81.79 .. 18.84
2020 31 .. 91.41 .. 18.52
2021 48 .. 112.44 .. 17.1
2022 37 .. 159.8 .. 17.44


DPS, EPS and Year End Price are adjusted for capital changes
Total cumulative EPS 1160.17
Total Cumulative DPS 443.66
DPO Ratio 38.2%
PPB

YEAR DPS(SEN) .. EPS(SEN) .. YEPX
2009 22.49 .. 30.29 .. 5.48
2010 14.72 .. 34.62 .. 8.79
2011 38.89 .. 38.78 .. 9.01
2012 36.11 .. 41.9 .. 9.69
2013 37.78 .. 50.57 .. 11.63
2014 40 .. 71.04 .. 12.04
2015 47.23 .. 80.58 .. 16.08
2016 62.5 .. 109.75 .. 16.38
2017 68.33 .. 78.77 .. 18.16
2018 63.5 .. 78.83 .. 15.74
2019 69 .. 80.92 .. 15.1
2020 71 .. 84.52 .. 13.72
2021 73 .. 86.52 .. 14.06
2022 70 .. 69.43 .. 12.64


DPS, EPS and Year End Price are adjusted for capital changes
Total cumulative EPS 936.52
Total Cumulative DPS 714.55
DPO Ratio 76.3%
LPI

YEAR DPS(SEN) .. EPS(SEN) .. YEPX
2009 41.25 .. 53.94 .. 8.5
2010 45 .. 59.51 .. 8.58
2011 45 .. 67.62 .. 8.58
2012 51 .. 68.06 .. 9.2
2013 51 .. 73.94 .. 9.94
2014 55 .. 72.07 .. 9.17
2015 57 .. 67.05 .. 8.4
2016 50 .. 66.06 .. 8.2
2017 55 .. 70.61 .. 9.8
2018 57 .. 73.29 .. 9.5
2019 57 .. 73.52 .. 8.64
2020 52.5 .. 57.55 .. 8.46
2021 66.5 .. 68.4 .. 8.3
2022 58 .. 68.22 .. 8.7


DPS, EPS and Year End Price are adjusted for capital changes
Total cumulative EPS 939.84
Total Cumulative DPS 741.25
DPO Ratio 78.9%
MBB

YEAR DPS(SEN) .. EPS(SEN) .. YEPX
2009 0.86 .. 2.78 .. 0.24
2010 1.33 .. 4.35 .. 0.34
2011 1.82 .. 5.57 .. 0.41
2012 2.16 .. 6.05 .. 0.53
2013 4.15 .. 7.95 .. 0.94
2014 2.82 .. 10.7 .. 1.18
2015 3.65 .. 11.41 .. 1.62
2016 4.15 .. 17.37 .. 2.22
2017 5.31 .. 17.55 .. 2.87
2018 6.63 .. 19.66 .. 2.94
2019 6.63 .. 21.48 .. 3.13
2020 6.63 .. 25.08 .. 4.21
2021 8.31 .. 29.49 .. 4.79
2022 9 .. 26.43 .. 3.22


DPS, EPS and Year End Price are adjusted for capital changes
Total cumulative EPS 205.87
Total Cumulative DPS 63.45
DPO Ratio 30.8%
Scientex

YEAR DPS(SEN) .. EPS(SEN) .. YEPX
2009 0 .. -1.14 .. 0.04
2010 0 .. -2.48 .. 0.06
2011 0 .. 0.74 .. 0.05
2012 0 .. -0.24 .. 0.04
2013 0 .. 0.35 .. 0.04
2014 0 .. 0.79 .. 0.08
2015 0 .. 1.16 .. 0.15
2016 0 .. 4.03 .. 0.28
2017 0 .. 5.47 .. 1.35
2018 0 .. 7.59 .. 1.22
2019 0 .. 11.04 .. 3.03
2020 1.5 .. 9.95 .. 5.05
2021 1.5 .. 9.88P .. 5.55
2022 1.5 .. 9.00E .. 4.43
2023 1.50E .. 9.40F .. 5.3

DPS, EPS and Year End Price are adjusted for capital changes
Total cumulative EPS 37.26
Total Cumulative DPS 4.5
DPO Ratio 12.1%
Pentamaster

It was better to invest into Maybank stock than to put into FD in Maybank. :-)

If you have bought into MBB in 2009 at RM 8.50 per share, your investment would have grown to RM 8.7 + RM 7.41 (dividends received) = RM 16.11


Your investment would have grown about 100% over the last 13 years i.e. about CAGR of 7%+,

YEAR .. DPS(SEN) .. EPS(SEN) .. YEPX
2009 .. 41.25 .. 53.94 .. 8.5
2010 .. 45 .. 59.51 .. 8.58
2011 .. 45 .. 67.62 .. 8.58
2012 .. 51 .. 68.06 .. 9.2
2013 .. 51 .. 73.94 .. 9.94
2014 .. 55 .. 72.07 .. 9.17
2015 .. 57 .. 67.05 .. 8.4
2016 .. 50 .. 66.06 .. 8.2
2017 .. 55 .. 70.61 .. 9.8
2018 .. 57 .. 73.29 .. 9.5
2019 .. 57 .. 73.52 .. 8.64
2020 .. 52.5 .. 57.55 .. 8.46
2021.. 66.5 .. 68.4 .. 8.3
2022 .. 58 .. 68.22 .. 8.7

DPS, EPS and Year End Price are adjusted for capital changes
Total cumulative EPS 939.84
Total Cumulative DPS 741.25
DPO Ratio 78.9%
MBB

https://klse.i3investor.com/web/forum/forum-thread/600711634
Blog: Palm Oil FUTURE SKYROCKETED 300% : ALL PALM OIL SHARES STILL LAGGARDS JUST BUY UP KAW KAW, Calvin Tan

>>>>


Posted by stockraider > 2022-04-11 12:47 | Report Abuse

Three biggest bull in palmoil share investment;

1. Calvin Tan
2. KYY
3. Stockraider

Big gains are gaining loh!

===

Posted by calvintaneng > 2022-04-12 19:49 | Report Abuse

Michael Kwok

Welcome to palm oil SUPERBULL

Posted by calvintaneng > 2022-04-28 23:21 | Report Abuse

Hot getting hotter

Cpo racing past Rm7000 per ton

Later all palm oil stocks will skyrocket up
>>>>

https://klse.i3investor.com/web/forum/forum-thread/600710096

>>>
Posted by calvintaneng > 2022-04-08 07:44 | Report Abuse

Note the progress

1. Sale of Sabah two palm oil estates plus mill garnered 7.56 sen profit

Plus it's own operating profit from palm oil and others the result May 2022(next month should be over 10 sen profit)
The cash of Rm248 millions already received

2. Sale of Bulugan Regency lands will make another 31 sen profit

3. Tsh only listed Top 10 assets already showed over 200,000 acres palm oil

Many others are not shown from properties 11, 12 and onward

There are still 4 estates of IMMENSE POTENTIAL VALUE IN KUTAI. NOW CHANGED TO "NUSANTARA" NEW CAPITAL OF INDONESIA

THESE PRIME DESIRABLE LANDS OF OVER 94,000 ACRES IS OVER 52% OF SINGAPORE LAND SIZE OF 180,000 ACRES


stockraider

30,957 posts

Posted by stockraider > 2022-04-08 08:42 | Report Abuse

Put it this way loh!
TSH share price is Rm 1.72!

NTA of Tsh current nta is rm 1.19 per share....the sell of 2 estate generate 7.6 sen and sell of bulungan regency give additional 31 sen that means tsh nta will be Rm 1.58 per share mah!

If like that better buy nsop Rm 3.70.....Nta per share Rm 7.92 per share mah!


calvintaneng

51,115 posts

Posted by calvintaneng > 2022-04-08 08:57 | Report Abuse

TSH ALSO GOT 4 ESTATES IN KUTAI (NOW NEW CAPITAL OF INDONESIA)

BOUGHT AT COST ONLY 13 SEN PSF)

JUST LIKE PUTRAJAYA COST WAS 12 SEN (AFTER KL SHIFTED ITS ADMIN CAPITAL TO PUTRAJAYA LAND PRICES SHOT UP TO RM150 to RM300 RANGE

SO IF TSH LANDS ALL SOLD AND UNLOCK IN FUTURE

TSH NTA WILL RISE TO OVER RM150.00 (HIGHER THAN NESTLE)


calvintaneng

51,115 posts

Posted by calvintaneng > 2022-04-08 09:00 | Report Abuse

https://www.youtube.com/watch?v=NnBKN29lmaE


stockraider

30,957 posts

Posted by stockraider > 2022-04-08 09:04 | Report Abuse

The indonesian will never allow msian to benefit so much lah!
Thats why the recent disposal of bulungan regency land the company anticipate they would need more than 1 yr to complete the sale loh!
Bcos the anticipate very tough approval procedure despite making only 31 sen per share from the sell.

The balance of the land....can be sold for more than Rm 150 per share, is just shiok sendiri day dreaming loh!
>>>

>>>>
calvintaneng

all palm oil shares in Superbull

just buy a basket of all with big acreages and hold tight tight till End 2022

best hold as long as Cpo above Rm3000 for next 10 years

2022-04-08 10:47
>>>>


If you studied the share price charts of all the plantation companies, their prices peaked at this time and dropped precipitously soon after.

Chun chun call by our over enthusiastic promoter.

For those who bought into these plantation stocks in February 2022:

Stock .. Price (Feb 2022) .. Price (13.9.2023)
TAAN .. 4.68 .. 3.41
SimePlt .. 4.23 .. 4.32
TSH .. 1.39 .. 1.00
FGV .. 1.61 .. 1.38
THPlt .. 0.72 .. 0.54
JTiasa .. 0.81 .. 0.76

How did these stocks perform?

>>>>
https://klse.i3investor.com/web/forum/forum-thread/600677058

calvintaneng

Overweight in Mid cap and small cap

(Big caps only good during bad times)
,(In bad times buy good defensive palm oil stocks but in good times you must go for unloved lower liners and midcap)

These are the top picks

Taann
Sop
Simeplant
Tsh resources (a must have)
Fgv
Thplant (best because cheap )
Bplant
Jtiasa

Others will come later

Above are low hanging fruits and all got over 200,000 acres of palm oil bigger than Singapore landmass of 180,000 acres

2022-02-18 07:11
>>>>

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2022-04-04-story-h1620627257-IMPORTANT_FACTS_YOU_NEED_TO_KNOW_ABOUT_PALM_OIL_AND_WHAT_IS_YET_AHEAD_C

As usual, calvintaneng entered these plantation stocks at the worst possible time: when there was euphoria over these stocks.

For those who bought plantation stocks in February 2022 as recommended in the above post, how are their performances to date.


Prices of:

Batu Kawan
24.88 (Feb 2022)
20.14 (Today)

Sarawak Plantation
2.98 (Feb 2022)
2.38 (Today)

Boustead Plantation
0.72 (Feb 2022)
1.51 (Today)

KLK
24.24 (Feb 2022)
21.50 (Today)

UTDPLT
14.16 (Feb 2022)
16.16 (Today)

>>>
stockraider posted:
Stock: [BKAWAN]: BATU KAWAN BHD

2022-02-13 11:01 | Report Abuse

Just buy lah!

Outperformance mah!

Posted by sheldon > Feb 9, 2022 12:38 PM | Report Abuse

Be warned - I'm getting rich!!

Stock
Stock: [SWKPLNT]: SARAWAK PLANTATION BHD

2022-02-13 11:00 | Report Abuse

Just buy mah!

Outperformance loh!

Posted by ahbah > Feb 12, 2022 9:04 PM | Report Abuse

Sarawak Plantation saw its 9MFY21 core earnings doubling to RM62.4m, bolstered by stronger CPO prices despite weaker FFB production.

The results were slightly below our full-year expectations but it was in line with the consensus expectation, making up 69% and 78%, respectively. Nevertheless, we believe there will be a catch-up in the final quarter as management expects to record higher average CPO prices. No dividend was declared for the quarter.

Maintain Outperform call with an unchanged TP of RM3.88 based on 15x FY22 EPS.

Source: PublicInvest Research - 22 Nov 2021

Stock
Stock: [BPLANT]: BOUSTEAD PLANTATIONS BHD

2022-02-13 10:59 | Report Abuse

Congrats to johnzhang & calvintan for your great recommendations!

U have helped alot of investors in I3!

Not impossible for bplant to hit above Rm 2.00 mah!




Posted by Johnzhang > Feb 13, 2022 6:26 AM | Report Abuse

If CPO stays strong above $5,000 for most of the month in 2022, EPS purely from operations may reach 20sen. At PE 15x , it worth $3.00 ?
Asset monetisation gain in pocket from Kulai land sales is 24 sen . Ongoing plan to sell under performing Sarawak estate? Further monetisation of development freehold land in WM ? As a result, handsome special dividend payout like before ?
All this may drive Bplant share price very high provided Malaysian stock market sentiment remain bullish

Stock
Stock: [KLK]: KUALA LUMPUR KEPONG BHD

2022-02-13 10:57 | Report Abuse

Congrats to johnzhang & calvintan for your great recommendations!

U have helped alot of investors in I3!


Posted by Johnzhang > Feb 13, 2022 6:46 AM | Report Abuse

Oiikh899, No one should follow me . They should follow their hearts that tell them where to invest their own money.
My intention of posting a lot of comments in plantation forum is to share my knowledge and the view on how I look at the financials from multiple angles .

Stock
Stock: [UTDPLT]: UNITED PLANTATIONS BHD

2022-02-13 10:57 | Report Abuse

Congrats to johnzhang & calvintan for your great recommendations!

U have helped alot of investors in I3!


Posted by Johnzhang > Feb 13, 2022 6:46 AM | Report Abuse

Oiikh899, No one should follow me . They should follow their hearts that tell them where to invest their own money.
My intention of posting a lot of comments in plantation forum is to share my knowledge and the view on how I look at the financials from multiple angles .
>>>>

Quality of earnings

The term "quality of earnings" refers to the degree to which a company's reported earnings accurately and transparently reflect its true financial performance and underlying economic reality. It assesses the reliability and sustainability of a company's profits, providing insights into the credibility and stability of its financial statements. Evaluating the quality of earnings is crucial for investors, analysts, and stakeholders when making investment decisions or assessing a company's financial health. Here are key aspects to consider when assessing the quality of earnings:

Sustainability: High-quality earnings are sustainable over the long term. They are not overly dependent on one-time or non-recurring events, such as the sale of assets, accounting adjustments, or windfall gains. Sustainable earnings are generated from the company's core business operations.

Transparency: A company's financial statements should be transparent and in compliance with accounting standards and regulations. Quality earnings are reported in a clear and understandable manner, without misleading or aggressive accounting practices.

Consistency: Earnings should be consistent from period to period, and any significant fluctuations should have clear explanations. Erratic or unpredictable earnings can raise concerns about a company's financial stability and management's ability to deliver consistent results.

Cash Flow Correlation: Quality earnings are typically correlated with strong cash flows. A company can report positive net income (profit) but still have weak cash flows due to factors like aggressive revenue recognition or high non-cash expenses. The alignment between reported earnings and cash flows is a sign of earnings quality.

Revenue Recognition: Examining how a company recognizes revenue is crucial. Recognizing revenue too early or using aggressive accounting methods can inflate reported earnings in the short term but may not reflect the actual cash flow generation or long-term sustainability of the business.

Expense Management: The company's expense management practices should be reasonable and consistent. Aggressive cost-cutting measures that sacrifice the long-term health of the business can negatively impact the quality of earnings.

Non-Operating Items: Quality of earnings analysis should consider non-operating items, such as gains or losses from investments, interest income, or one-time write-offs. These items can distort the true operating performance of a company.

Auditor's Opinion: The independent auditor's report can provide insights into the quality of earnings. A "clean" or unqualified audit opinion indicates that the auditor believes the financial statements fairly represent the company's financial position and results of operations.

Management Guidance: The company's management may provide guidance on future earnings expectations. Consistency in meeting or exceeding these expectations can reflect positively on earnings quality.

Legal and Regulatory Compliance: Compliance with accounting standards, securities regulations, and disclosure requirements is essential for maintaining the quality of earnings. Any legal or regulatory issues can raise doubts about the accuracy of reported earnings.

Assessing the quality of earnings is a critical component of financial analysis, as it helps investors and analysts make informed decisions about a company's financial health, risk, and investment potential. It involves a thorough examination of financial statements, accounting policies, management practices, and other relevant factors to ensure that reported earnings are a reliable representation of a company's financial performance.

>>>>

Posted by stockraider > 37 minutes ago | Report Abuse

WHAT TYPE OF RUBBISH THIS 3iii DISCLOSE ON INSAS VALUATION BASE ON ENTERPRISE VALUE LEH ?

THE CORRECT COMPUTATION OF INSAS ENTERPRISE ARE AS FOLLOWS LOH!

>>>>

If only his pride is not in his way, raider would be a more intelligent person when he engages his cerebrum before his verbal diarrhoea.

Insas

MKT Capt (RM m) : 634.4
ENT Value (RM m) : 129.0


Hope its shareholders can unlock the value in Insas and benefit from it.

Keep in mind.

1. Great minds talk about ideas
2. Good minds talk about things
3. Weak minds talk about people

:-)

Forecasts. We cut our FY23-24F net profit forecasts by 50-41%.

Correspondingly, we reduce our TP by 9% to RM1.00 (from RM1.10) based on 11x FY24F PER (at a discount to integrated PER of 15x due to the group’s smaller market capitalisation) and P/NTA of 0.7x (lower than sector range of 1x-2x due to its Indonesian landbank). There is no adjustment to our TP based on ESG given a 3-star rating as appraised by us (see Page 3).

However, we maintain our MARKET PERFORM rating as much negative news has probably been factored into its current share price. TSH’s long-term upstream expansion plans is encouraging but it needs to first overcome the near-term headwinds.

Risks to our call include: (i) weather impact on edible oil supply, (ii) unfavourable commodity prices fluctuations, and (iii) cost inflation.

Source: Kenanga Research - 24 Aug 2023

Long-term expansion: Prior to FY22, its high borrowings slowed the planting for up of 20k ha the group already owned. Strong FY22 operating cash flows, part disposal of the NE Kalimantan land (RM429m) and RM258m from the two matured Sabah estates divesture have pared net debt from RM816m at the end of FY21 to RM131m (7% net gearing) as of 31 March 2023. New planting should start by early to mid-2024.


Capex will increase in 2024.

Earnings should bottom out in FY23. CPO prices in 2023 have softened due to recovering supply but rising demand and the threat of El Nino, which is looking likely in 2HFY23, should provide some firmness in CPO prices moving ahead. We are revising up our average CPO price from RM3,700 per MT back to RM3,800 per MT in general. However, as TSH’s harvest is mostly in Indonesia, a lower CPO price of RM3,600-RM3,700 is now expected over FY23-24. Rising costs have also tightened margins since mid-2022 but this could be plateauing on softer fertiliser and fuel costs with higher FFB yields tempering wage inflation moving into FY24, hence the recovery in earnings.

Kenanga Research