Posted by ooihk899 > 2022-11-07 23:30 | Report Abuse

Oops!!! Sorry, typo, full year divy at least 1.3, means final divy at least 90 sen.


Posted by ooihk899 > 4 hours ago | Report Abuse

QR highest ever at 197m. I think this year NP should surpass 600M. Hopefully full year dividend will be at least 1.9

Posted by LohMeinMang > 2022-11-08 00:14 | Report Abuse

DestinyL - Profit before tax is accounting number.

Look at cash flow lah, its what they pay dividends with... its on page 6 of the quarterly report:

811,103 cash flow from operating activities from last 9 months.

Posted by DestinyL > 2022-11-08 07:06 | Report Abuse

Dividend policy guidance is based on earnings or EPS, cash flow tells you whether their guidance can be fulfilled or even surpassed

Posted by ooihk899 > 2022-11-08 09:08 | Report Abuse

If price can stay above RM3500/ton, next year divy also should be good since no 'prosperity tax'

Posted by ATCSLIN > 2022-11-10 11:51 | Report Abuse

https://www.msn.com/en-my/money/topstories/cpo-price-to-stay-above-rm4-000-per-tonne-in-next-few-months-hlib/ar-AA13WwHW?ocid=msedgntp&cvid=99976fbe90a64575bc53caba2841ef3e

Posted by dam82 > 2022-11-24 10:55 | Report Abuse

True one of the best managed plantation company look at recent KLK result … will add more while goes down … with everything happening in Malaysia this is the safest bet

Posted by Pinky > 2022-11-24 11:02 | Report Abuse

The most efficient planter!

Posted by dam82 > 2022-11-24 14:50 | Report Abuse

some might be sad no rally but don't sweat ..utdplt always slow and steady and some good news despite not for old timers



https://www.theedgemarkets.com/article/united-plantations-sime-darby-plantation-among-top-10-esg-ranking

KUALA LUMPUR (Nov 24): United Plantations Bhd ranked second and Sime Darby Plantation Bhd has climbed to the seventh spot out of 100 assessed palm oil producers globally in November, according to 2022 SPOTT ranking of palm oil producers.

United Plantations scored a high 92.6% based on SPOTT’s November 2022 assessment, an increase of 6.4% from the 86.2% score in last year’s assessment.

A breakdown in the SPOTT assessment on United Plantations showed an above 80% score in three categories: organisation (96.1%), policy (98.7%) and practice (84.2%). United Plantations also scored 100% in its High Conservation Value, High Carbon Stocks and Impact Assessments category.

Posted by ooihk899 > 2022-11-24 15:21 | Report Abuse

No need to bother with price movement, every year fat dividend good enough lah.
Just look at RCE int div 5 sen, spec div 18 sen.

Posted by dam82 > 2022-11-24 15:23 | Report Abuse

haha true true just in case someone started to complain ...

Posted by dam82 > 2022-12-03 17:44 | Report Abuse

very strong price even after ex divident date ... ermm

Posted by ooihk899 > 2022-12-03 18:45 | Report Abuse

Record high FY 2022 earning. Final dividend will also record high ma.
Price on the CPO future contract still high, around RM3500 to 4200 . Next year result and dividend also should be good.

Posted by dam82 > 2022-12-05 19:59 | Report Abuse

damm ... very strong .... till next year divident ke ni hahaha

Posted by ooihk899 > 2022-12-05 22:14 | Report Abuse

Ya lo, almost same pattern every year. After final dividend it will drop.

Posted by ATCSLIN > 2022-12-07 15:55 | Report Abuse

it looks like moving higher

Posted by Pinky > 2022-12-07 16:17 | Report Abuse

Yea finally touched 15.00

Posted by Fabien _the efficient capital allocator > 2022-12-07 21:46 | Report Abuse

Expect to receive 90sen final dividend

Posted by dam82 > 2022-12-09 19:36 | Report Abuse

i am expecting 0.95 final divident .... sure will collect 2023 after ex divident price ... if CPO price is hovering between 3000 till 3500 would expect good profit without cukai makmur .... a gem to be kept and collected for long term ... tanah rata contribution will be positive catalyst soon .

Posted by 1LegKick > 2022-12-16 12:06 | Report Abuse

RM15.30, awesome

Posted by Pinky > 2022-12-16 14:02 | Report Abuse

EPF have been foolish to keep selling previously. Now they find themselves buying back again

Posted by ooihk899 > 2022-12-16 14:23 | Report Abuse

It's not their money ma. Maybe someone connected wanted to buy cheap, so they sell down to push the price downward lo.

Posted by 1LegKick > 2022-12-16 17:20 | Report Abuse

Why a sudden surge ?

Posted by ooihk899 > 2022-12-16 18:38 | Report Abuse

Good dividend for FY 2022. Profit also will break new high.
Base on 2023 future contract FY 2023 result should also be good ==> good dividend lo.

Posted by dam82 > 2022-12-16 20:24 | Report Abuse

on steriod lor ... ESG funds started to buy ? ...errm hopefully can collect around 14++ after ex date finger cross .. indeed 2023 will be huat lor ... i am curious on tanah rata contribution .... lets wait till AGM for now watch on sidelined ...

Posted by ooihk899 > 2022-12-16 21:57 | Report Abuse

Tanah Rata won't be much. Although Palm oil start bear fruit around year 4, it will only reach full maturity on year 7.

Posted by goldenhope > 2022-12-17 07:40 | Report Abuse

Another record dividend to be delivered

Posted by Sardin > 2022-12-20 23:52 | Report Abuse

In 3 months time it may drop back to RM 14.xx because next year profit likely to be not as good as this year.

Posted by ooihk899 > 2022-12-21 09:49 | Report Abuse

Bro, you are correct. But next year should be better than FY2021, so the dividend will still be good. If you think it will drop after dividend, then buy only at your target price lo.

Posted by dam82 > 2022-12-21 11:53 | Report Abuse

Buy buy keep long term and enjoy dividend ….

Posted by Thkent91 > 2023-01-03 19:54 | Report Abuse

A nice harvest in FY2022. Let's continue for FY2023. best of the best dividend and sustainable stocks in bursa

Posted by ooihk899 > 2023-01-11 09:04 | Report Abuse

WOW! Production still up 3.4% for the whole year while others complain about manpower shortage...... Record profit ==> record dividend this year. Hahahaha

Posted by Pinky > 2023-01-11 09:34 | Report Abuse

Yes. Confident of another tasty round of divvies

Posted by LossAversion > 2023-01-25 09:43 | Report Abuse

Hungry for dividends!

Posted by Pinky > 2023-01-30 10:17 | Report Abuse

Best plantation stock. Wonder why analysts not covering this. No chance to con bilis?

Posted by Thkent91 > 2023-02-04 15:09 | Report Abuse

they keep the best for themselves. rotten ones like sime darby they promote

Posted by ooihk899 > 2023-02-04 15:35 | Report Abuse

Free float not a lot, not easy to goreng. At least you can sleep well at night.

Posted by Sardin > 2023-02-10 15:59 | Report Abuse

Ukrain-Russia war may end very soon when Ukraine starts to deploy many advanced Western tanks in the battle field in Mar where the Russian ground weapon has no match to it. Once the war is ended both the crude oil and edible oil price will be corrected quite substantially. In fact this trend has already started. Though UTDPLT is a good company but its performance is still very much depends on the commodity price which is subjected to change according to major events in the world.

Posted by Sardin > 2023-02-10 16:02 | Report Abuse

Key success of investing in this kind of stock is to buy at low prices with very good patience to wait for the right price. When more people appear here to sing praises and when prices hit record high it is time to be careful and conservative.

Posted by Sardin > 2023-02-10 16:06 | Report Abuse

Those who are buying for the final dividend, the dividend is already priced in. Speculators are already waiting for the time to dump, anytime when the dividend is announced, and definitely before the ex-date of the dividend.

Posted by observatory > 2023-02-10 23:22 | Report Abuse

A more relevant macro factor could be how our DPM's threat of palm oil "trade ban" against EU play out? Although UP products may meet whatever ESG standards out there, could it still be affected by the fight? What is the level of dependence on EU market?

Having said that, in my opinion, don't let macro view to have too much influence on investing in UP.

First, UP management actively smooths price volatility through hedging. If you have conviction on CPO price direction, it is more rewarding to focus on other plantation companies that don't hedge, or better still, the commodity contracts.

Second, no one can predict the outcome of Ukraine War with good confidence. Some may believe Ukraine's victory is near. Others may believe an outright Ukraine's victory could lead to a nuclear response from Russia. What will happen to CPO price then? If anyone has good insight, could it be better to bet on gold, energy, defense stocks and so on?

Posted by stockraider > 2023-02-11 09:44 | Report Abuse

Just tell the europeans to fuucck off with whatever rules loh!

Produce palmoil cheaply & efficiently.....and u will have a mkt mah!

Posted by Sardin > 2023-02-11 10:24 | Report Abuse

Russia-Ukraine war, it doesnt matter who won the war. As long as the war is ended, sunflower seeds oil and crude oil supply from Ukraine and Russia to the global market will flow more efficiently than during war time. That's why it will give a big impact to other commodity such as palm oil. Although UP sell the goods via future contract, it will still be affected though the effect may come later. As for use of nuclear weapon, the chances are almost zero because of 2 reasons: (i) Putin is not yet insane / phychologically ill and still possess clear conscious (ii) The total loss / consequence to use nuclear weapon is greater than total gain of using it. The outcome of the war has a long-term and massive effect to the fundamentals of all plantation company and is something going to show up very soon. It will have an impact to the investment return if you are considering to buy now or near future whether you like it or not. The risk to buy now is definitely much higher than one or two months ago.

Posted by stockraider > 2023-02-11 10:33 | Report Abuse

U need to understand this loh!

Sunflower only contribute a small % of world edible oil loh!
Sunflower is a short term crops.....not necessary they always plant sunflower, they can easily switch to other crops.
The Russia v Ukraine war may drag to another 3 yrs loh!

Edible oil world consumption is base on world population growth loh!

World population is increasing whereas the land available is fixed mah!

Thus Palmoil plantation being the most efficient edible producer is a good long term bet mah!

Posted by Pinky > 2023-02-11 10:43 | Report Abuse

Agree with DPM Fadillah that we should just gang up with Indonesia, stop selling palm oil to Europe and impose tariff on EU goods.

Posted by dam82 > 2023-02-11 14:10 | Report Abuse

UNITED PLANTATIONS BHD only have few major customers ... this is the only risk which i see ...not worried much if CPO goes lower since they are efficient ... but remember unlike oil you cannot just ramp up and down palm oil ...so even the price goes down it can't last long .... if you into boring stock buy low and keep this is a gem ... check the production increase lor ..

Posted by Ahlian > 2023-02-11 18:14 | Report Abuse

you need to select the right company and invested , as long company continue to reward investor & continue to growth .

Posted by Ahlian > 2023-02-11 18:16 | Report Abuse

Am buying this company at price 26.40 before bonus.

Posted by Ahlian > 2023-02-12 19:44 | Report Abuse

https://www.facebook.com/1628068614114703/posts/pfbid0HQDBLnQKxTuCtfc8TBn2MPPP2T8Sr2ZjRdqCusfzVskp6mgThbiyrTNoDeysequTl/?sfnsn=mo&mibextid=6aamW6

Posted by Ahlian > 2023-02-12 19:47 | Report Abuse

This investment since 5 Years ago will start to bear bruit 2nd half this year as most planted area will slowly become maturity. This will offset the price drop.

Posted by ooihk899 > 2023-02-12 20:32 | Report Abuse

Ahlian ar, AhHwa told me that during AGM, the director mentioned the plantation acquired from Pinepac will only contribute in year 2024 wor. Not this year. Where do you get that info?