Ma Guo Liang own 53% Xinghe. Syndicate(Penggoreng) don't like?

jack108726 limch, u got read the annual report?can u sumarize?
28/04/2017 18:51

Some big name shareholders : EPF, KWAP, PNB, Tabung Haji, Public Mutual and Neoh Choo Ee.

Sarawak Oil Palms Berhad (7949-M)
NAME No. of Shares Shares %
1 PELITA HOLDINGS SDN BHD 115,626,600 20.26
2 AMSEC NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT
– AMBANK (M) BERHAD FOR SHIN YANG PLANTATION SDN BHD 103,064,478 18.06
3 SHIN YANG PLANTATION SDN BHD 59,723,422 10.46
4 CIMB GROUP NOMINEES (ASING) SDN BHD
EXEMPT AN FOR DBS BANK LTD (SFS-PB) 53,376,642 9.35
5 STATE FINANCIAL SECRETARY SARAWAK 44,969,000 7.88
6 LING CHIONG HO 27,547,600 4.83
7 UOBM NOMINEES (ASING) SDN BHD
UNITED OVERSEAS BANK NOMINEES (PTE) LTD FOR PERRA GROUP LIMITED 18,057,085 3.16
8 HSBC NOMINEES (ASING) SDN BHD
EXEMPT AN FOR BNP PARIBAS SINGAPORE BRANCH (A/C CLIENTS-FGN) 12,572,228 2.20
9 AMSEC NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT – AMBANK (M) BERHAD FOR LING CHIONG HO 12,500,000 2.19
10 DB (MALAYSIA) NOMINEE (ASING) SDN BHD
EXEMPT AN FOR BANK OF SINGAPORE LIMITED 9,351,300 1.64
11 CIMSEC NOMINEES (TEMPATAN) SDN BHD
CIMB FOR WONG ING YUNG (PB) 3,968,100 0.70
12 AMANAHRAYA TRUSTEES BERHAD
PUBLIC STRATEGIC SMALLCAP FUND 3,900,100 0.68
13 KENANGA NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR PEKAN MEGAH SDN BHD 3,857,142 0.68
14 PEKAN MEGAH SDN BHD 3,620,034 0.63
15 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
EMPLOYEES PROVIDENT FUND BOARD (PHEIM) 3,222,700 0.56
16 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (I-VCAP) 2,805,000 0.49
17 ALLIANCEGROUP NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR CHONG YIEW ON (6000006) 2,699,600 0.47
18 RHB NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR LAW KIONG HOLDINGS SDN BHD 2,546,000 0.45
19 UOB KAY HIAN NOMINEES (ASING) SDN BHD
EXEMPT AN FOR UOB KAY HIAN PTE LTD (A/C CLIENTS) 2,405,836 0.42
20 CIMB COMMERCE TRUSTEE BERHAD
PUBLIC FOCUS SELECT FUND 2,404,414 0.42
21 WONG HEE KWONG 2,345,600 0.41
22 AMANAHRAYA TRUSTEES BERHAD
PUBLIC ISLAMIC TREASURES GROWTH FUND 2,313,257 0.41
23 AMANAHRAYA TRUSTEES BERHAD
PB SMALLCAP GROWTH FUND 1,880,900 0.33
24 CITIGROUP NOMINEES (ASING) SDN BHD
CEP FOR PHEIM SICAV-SIF 1,823,700 0.32
25 NEOH CHOO EE & COMPANY SDN BERHAD 1,417,800 0.25
26 ADINAMAJU SDN BHD 1,307,420 0.23
27 MAYBANK NOMINEES (TEMPATAN) SDN BHD
MAYBANK TRUSTEES BERHAD FOR RHB CAPITAL FUND (200189) 1,157,142 0.20
28 MAYBANK NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR ERIC KIU KWONG SENG 1,141,457 0.20
29 CIMB GROUP NOMINEES (ASING) SDN BHD
EXEMPT AN FOR DBS BANK LTD (SFS) 1,133,485 0.20
30 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
KENANGA ISLAMIC INVESTORS BHD FOR LEMBAGA TABUNG HAJI 976,400 0.17
file:///C:/Financial/SOP%20AR%202016%20-%20part%202.pdf

So when QR out? Any insiders here?

8-9 sen good enough. Better YOY and QOQ already thankful.

10bagger10 How big leh?
03/05/2017 15:51

If want to make more money why not raise peanut oil price? M'sia cooking oil price also up more than 50%.

EG after announce build factory keep dropping why must Xinghe take risk? Better give dividend.

PE 3.98 i3 data should be lowest below 10-20 sen stocks.
https://klse.i3investor.com/quoteservlet.jsp?sa=ss&q=XINGHE

Kim Loong also lower EPS(5.38 sen) why 11 sen higher?

Ta Ann EPS 6.3 sen fetch RM 3.69 very unfair SOP lower by 9 sen.

Possible coming QR better than Dec'16 QR since FFB output big jump?

If EPF can push PPB, IOI, KLK so high why not FGV as well when management change?

If UMW OG doesn't want to merge then Orkim won't come in right to my understanding?

Posted by offshore > May 3, 2017 10:02 AM | Report Abuse
Why you say PNB CEO choose them? Based on the edge, it was reported this is not pnb-driven. Umwog only provides the drilling services on the oilfield. How the oil that comes out is to be transported will be decided by the oil company but I doubt the osv owned by icon is big enough to transport the oil to the refinery. Orkim vessels are used to transport petroleum products like petrol or diesel which is a downstream activity.

Even after merger manpower reduction can still be carried out if demand remain slack.

offshore if both already merged can they sell oil to Shell or Petron instead of only to Petronas?

17. CITIGROUP NOMINEES (TEMPATAN) SDN BHD
Employees Provident Fund Board (CIMB PRIN)
26,053,000 0.71
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5406701

So EPF buy back?

EPF to explore natural resources as next investment target
Read more at http://www.thestar.com.my/business/business-news/2017/04/20/epf-to-explore-natural-resources-as-next-investment-target/#8Q0PUOF210HEoPdd.99

Only FGV management must change once billionaire Martua Sitorus take over. FA wise it is still sound like any plantation companies.

Actually after reading 2016 Annual Report EPF still own 26 million FGV shares not 0 as reported.

ADDITIONAL INFORMATION
LIST OF TOP THIRTY (30) LARGEST SHAREHOLDERS
(Without aggregating the securities from different securities account belonging to the same Depositor)
No. Name of Shareholders No. of Shares held
Percentage
of Shares (%)
1. LEMBAGA KEMAJUAN TANAH PERSEKUTUAN (FELDA) 655,988,300 17.98
2. FELDA ASSET HOLDINGS COMPANY SDN BHD 452,921,192 12.42
3. LEMBAGA TABUNG HAJI 283,710,100 7.78
4. KUMPULAN WANG PERSARAAN (DIPERBADANKAN) 244,384,500 6.70
5. KOPERASI PERMODALAN FELDA MALAYSIA BERHAD 200,663,408 5.50
6. MAYBANK NOMINEES (TEMPATAN) SDN BHD
Pledged Securities Account for Kerajaan Negeri Pahang
182,407,575 5.00
7. MAYBANK NOMINEES (TEMPATAN) SDN BHD
Pledged Securities Account for Sawit Kinabalu Sdn Bhd
89,010,989 2.44
8. UOB KAY HIAN NOMINEES (TEMPATAN) SDN BHD
SDB Asset Management Sdn Bhd For Chief Minister, State of Sabah
65,934,066 1.81
9. AMSEC NOMINEES (TEMPATAN) SDN BHD
Mtrustee Berhad for CIMB Islamic Dali Equity Growth Fund (UT-CIMB-DALI)
59,319,200 1.63
10. AMANAHRAYA TRUSTEES BERHAD
Amanah Saham Bumiputera
53,464,700 1.47
11. MAYBANK SECURITIES NOMINEES (TEMPATAN) SDN BHD
Malayan Banking Berhad for Lembaga Kemajuan Tanah Persekutuan (FELDA)
44,041,500 1.21
12. LEMBAGA TABUNG ANGKATAN TENTERA 35,593,900 0.98
13. HSBC NOMINEES (ASING) SDN BHD
BBH and Co Boston for Vanguard Emerging Markets Stock Index Fund
32,084,157 0.88
14. CARTABAN NOMINEES (ASING) SDN BHD
Exempt An for State Street Bank & Trust Company (West CLTOD67)
30,213,713 0.83
15. ABB NOMINEE (TEMPATAN) SDN BHD
Pledged Securities Account for Lembaga Kemajuan Tanah Persekutuan (FELDA)
30,000,000 0.82
16. CIMSEC Nominees (Tempatan) Sdn Bhd
Exempt An for CIMB Bank Berhad (FELDA IPO SMF)
29,581,700 0.81
17. CITIGROUP NOMINEES (TEMPATAN) SDN BHD
Employees Provident Fund Board (CIMB PRIN)
26,053,000 0.71

Billionaires I know seem to have fond owning plantation stocks. Among them are late Tan Sri Loh Boon Siew and Tan Sri Lim Goh Tong. Current billionaires are Robert Kuok(Wilmar or PPB), IOI Tan Sri Lee Shin Cheng, etc. FGV yet to have any billionaire owning it so Indon billionaire Martus Sitorus become first?

As I know UMW OG provide drilling oil services whereas Icon provide vessel support to transport oil. Aren't they need each other to transport oil to end buyers?

offshore never mind you can still talk to me. Why the IBs' say the merger cannot be successful whereas PNB CEO choose them instead of other O&G companies?

Posted by offshore> May 2, 2017 05:17 PM | Report Abuse
Hmm... rowie has deleted all his posts wor. Made me look like I was talking to myself.

Penang WorldCity project to complete soon.
http://newlaunch.iproperty.com.my/Tropicana-Bay-Residences/4715?gclid=CjwKEAjw3KDIBRCz0KvZlJ7k4TgSJABDqOK7ZapRmUQV3GwLquchZhtWwOpmy3HqV0hXyedLyaXtrRoCTFfw_wcB

Wait until 19th May?
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5400193

Cimbnet Apa macam? Deal on or off
02/05/2017 18:44

Who can attend AGM(sorry I am not from KL and don't know the place) please attend. If possible please ask for dividend. Why must build factory since investors don't like it? Dividend is safer in investors hand.

Pity only Indonesian rich man value FGV not M'sian. Why?

Sitorus already own 3%(NST) FGV. Bought from Tabung Haji?

Ring I rather confused why billionaire get interest here whereas IBs'(many) and i3 forumers(Dalim Hossain, Lee Yih Yeong, etc)look down. So they richer than the billionaires?

So many haters here why my RM 2 q not done?

Bought last week 3.39-3.41.

10bagger10 Just bought some sop juz now. Any one buying?
28/04/2017 15:57

QR better than Ta Ann(EPS) why 30 sen difference?

CPO up today.
http://www.bursamalaysia.com/market/derivatives/prices/

Felda Global Ventures Holdings Bhd (FGV) shares are performing poorly because the company suffers from a perception problem among investors. Its CEO Datuk Zakaria Arshad says the slumping share price is due mainly to misperception and politics rather than flaws in the company’s fundamentals.

“I think another main reason is bad market sentiment. The equity market is also going through a slump. The other thing is that people always get FGV mixed up with other entities that are not related to FGV,” Zakaria tells FocusM.

Although he does not explicitly mention the Federal Land Development Authority (Felda), he is clearly alluding to FGV’s parent company which has a controlling stake of 34%.

Zakaria boldly asserts that FGV’s share price is undervalued by as much as RM2. “To me, it (the share price) has to be above RM3. At RM1.80-1.85, it is definitely undervalued. That is just my opinion.
http://www.focusmalaysia.my/Mainstream/Perception%20problem

Felda’s 112,000 settlers hold court in more than 50 parliamentary seats, making the organisation an important entity for the Government.
Read more at http://www.thestar.com.my/business/business-news/2017/04/17/shahrir-wants-more-from-fgv-and-fic/#MrAwJloQmRRspqPl.99

Cooking oil, sugar up so how can FGV be worse?

Peter Sondakh interested in FGV so expect earnings recovery in FGV like Eagle high?
http://klse.i3investor.com/blogs/PublicInvest/121886.jsp

TP RM 2.35(PublicInvest). At least better(and realistic?) than other IBs'.
http://klse.i3investor.com/blogs/PublicInvest/121886.jsp

Naik sikit sikit lama lama jadi bukit? 20 sen end May?

IBs' shun stock yet still RM 1.2(highest TP given only RM 1.10).

Why the billionaires(Martua Sitorus, Peter Sondakh) think differently from IBs'?

Peter Sondakh as buyer as well?

Billionaire Martua Sitorus(Wilmar co-founder) interested in FGV not IOI, KLK, etc so must be something special in FGV.

Before today Lee Yih Yeong commented on FGV before latest is on 20th Apr. Since then FGV has moved up about 10 sen.
http://klse.i3investor.com/servlets/cube/post/858262424295307.jsp

No wonder someone born poor. Why a billionaire Martua Sitorus(Wilmar co-founder) got interest in FGV?
http://www.thestar.com.my/business/business-news/2017/04/29/felda-to-unravel-fgv-deal/

Posted by Lee Yih Yeong > May 1, 2017 10:04 AM | Report Abuse
biggest drop for palm oil price after europe band on import. good luck on tuesday

FELDA Global Ventures Holdings Bhd (FGV) is entitled to receive a sizeable compensation for relinquishing its rights to manage the landbank belonging to the Federal Land Development Authority (Felda) should the current land lease agreement (LLA) be terminated.
Read more at http://www.thestar.com.my/business/business-news/2017/04/29/fgv-entitled-to-compensation-for-land-transfer/#2dz8LThCLH287UHq.99

Cancel land lease mean FGV no need to pay yearly RM 250 million to Felda and share 15% of annual profit.
http://www.thestar.com.my/business/business-news/2017/04/29/fgv-entitled-to-compensation-for-land-transfer/

Datuk Chai bought at 13 sen and above so 12.5 sen still cheap.
http://klse.i3investor.com/servlets/stk/annchdr/0165.jsp

CNY bonus 3-6 months already accounted in Dec'16 QR?