Posted by wallstreetrookieNEW > 2024-01-23 14:01 | Report Abuse

Top plantation analyst

Posted by sohaitrader > 2024-01-24 11:13 | Report Abuse

i would give 5.00 TP hahah

Posted by rahulsk1947 > 2024-02-01 14:50 | Report Abuse

why did this stock have a drop in its price this week? what went wrong?

Posted by wallstreetrookieNEW > 2024-02-01 16:12 | Report Abuse

Simple. Pure manipulation, I would buy anything if it drops below RM2.00

Posted by moven00 > 2024-02-03 17:18 | Report Abuse

Bro, not manipulation la. It drops becoz FCPO drop like shit 3 trading days consecutively last week. More than RM150 gone. From shouting and screaming RM4k it’s now RM3764. Golden Dragon consider ok already still can maintain at this RM2.09…

Posted by EngineeringProfit > 2024-03-13 16:00 | Report Abuse

KMloong is my favourite

Posted by calvintaneng > 2024-04-09 05:47 | Report Abuse

AN INTERESTING DISCOVERY: WHY MR GOOI SEONG GUM (DIRECTOR OF KMLOONG & CRESCENDO) BOUGHT 3 MILLION RSAWIT SHARES IN YEAR 2020, By Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-04-09-story-h-184552044-AN_INTERESTING_DISCOVERY_WHY_MR_GOOI_SEONG_GUM_DIRECTOR_OF_KMLOONG_CRES

Posted by calvintaneng > 2024-07-10 23:50 | Report Abuse

Gooi Seong Gum

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-07-10-story-h-157077952-RSAWIT_5113_Evidences_of_a_Powerful_Turnaround_Palm_Oil_Stock_you_shoul

Posted by paperplane > 2024-08-02 00:52 | Report Abuse

many did not notice this very geng chao company still. Div yield above 5%, profit growth ok, financial health ok.
But recently something interesting happen. Company now hold around RM400mil cash & short term funds, they go issue IMTN 500mil. Something big must be in their mind for this capital exercise. Anyway their annual cashflows from operation above 200mil, no stress at all to borrow this 500mil for something interesting, hopefully use the money for super growth for future. Thankful for this

Posted by calvintaneng > 2024-08-02 01:09 | Report Abuse

Kmloong Qtr to Qtr FFB up 6.9%

See

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3463556

Posted by calvintaneng > 2024-08-02 01:10 | Report Abuse

RSAWIT QTR TO QTR FFB UP A WHOPPING 30.41% (VERY SUPERIOR)

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3467717

Posted by raymondroy > 2024-08-02 02:34 | Report Abuse

hey calvin greetings..... ur promoting rsawait in kmloong forum ah? rsawit last qyr made a loss of RM10m woooo how? got hope or not? also last 3 yrs price high only 29c with low of 14c....... hmmm amacam? do they have land holdings :-) cheers

Posted by paperplane > 2024-08-02 15:15 | Report Abuse

good company will grow slowly but surely, buy and keep

Posted by paperplane > 2024-08-20 11:37 | Report Abuse

i hope for special dividend, hehe

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 months ago | Report Abuse

FYE JAN 2024

INCOME STATEMENT
Rev 1526m
Gross Income 276m
EBIT 219m
Interest exp 2m
PBT 232m
PAT 148m

BALANCE SHEET
CA 514M
TA 1257M

CL 149m
TL 276m
TEq 980m

Cash 419m
ST Debt 16m
LT Debt 35m


CASH FLOW STATEMENT
FFO 235m
NOCF 235m

CAPEX (45m)
Cash Dividends 145m

FCF 190m
FCF Yield 2.28%


FINANCIAL DATA

PRICE 2.45
Market Cap 2.393b
No of Share 976.76
ROE 19.28% P/B 2.78 NTA 0.88
EPS 16.97 sen PER 14.44
Dividend 13 sen
DY 5.31%

FCF 226.28m

Net Cash RM 379.76m (16%)
Net Cash per share RM 0.39

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 months ago | Report Abuse

GOOD/GREAT COMPANY

Posted by lionel messi > 1 month ago | Report Abuse

How good will the upcoming Q2 result and dividend be?

Posted by sohaitrader > 1 month ago | Report Abuse

super growth stock .. too steady .. good dividend yield .. good for long term (unless share price rise sharply ..)

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 3 weeks ago | Report Abuse

Quality
FY 2024
Annual revenue 1.5B 5Yr CAGR 11.8%
PAT 148m 5Yr CAGR 23.2%

Management
Net Profit Margin 9.7%
ROE 18%

Valuation
PE 14.5
DY 5.45% (DPO 88%)
P/B 2.59

25.10.2024
Price today 2.38 per share
Market Cap 2.326b
Number of share 977.23m


Comments:
Revenues and earnings growing consistently from 2020 to 2023. Profit declined 33% Y-o-Y in 2024 cf with 2023, due to lower CPO prices.

Its net profit margins grew from 8.1% in FY 22 to 9.7% in 24. In 2025, 1H year showed net profit margins of 11.2%.

Its PE from 2022 to 2025: In 2020, its PE was the highest at 31.25. PE shrunk to 14 in 2022. Between 2022 to 2025, its PE ranged from 10 to 14. Its PE today is 14.37.

Its share price had risen from 50 sen in 2021 to RM 2.380 today. Share price has risen due to better earnings (increasing EPS, fundamentals) and also due to PE expansion (from PE 10 to PE 14, sentiment).



Dividends paid fluctuated over the years, though these were higher since 2020. It has paid dividends continuously over the last 17 years.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 3 weeks ago | Report Abuse

NTA RM 0.92