Posted by ethan > 2020-12-30 21:07 | Report Abuse

Malacca Security latest analysis:

我们重申“买入”评级，目标价从1.74令吉上调至1.91令吉，相等于明财年16倍本益比；一般中型种植股的本益比介于14.5倍至17.5倍。

Malacca Security reiterate buy call , target price revised from RM1.74 to RM1.91 with target PE of 16. The PE range for mid cap plantation should be within PE range 14.5 to 17.5.

Source: https://www.enanyang.my/%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1/%E3%80%90%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1%E8%A7%86%E9%A2%91%E3%80%91%E9%94%A6%E9%9A%86%E8%B5%84%E6%BA%90-%E4%B8%A4%E5%B9%B4%E8%B4%A2%E6%B5%8B%E4%B8%8A%E8%B0%83

Posted by newbie2y > 2020-12-30 21:38 | Report Abuse

good read, thanks ethan!

Posted by ethan > 2020-12-31 00:40 | Report Abuse

Trader808, great sharing. Indeed it happen all the time for those stock with many call warrant, like tnb, takaful etc. So trader808 hypothesis could be correct, and if we able to trade it factor in the risk, the reward could be very good for short period of time.

Posted by MNawar > 2020-12-31 08:37 | Report Abuse

Thanks Trader808. Just learn something.

Posted by Young1 > 2021-01-04 15:57 | Report Abuse

trader 808, sorry i miss your post. could you please re-post it again? thanks.

Posted by DTZW 1882 > 2021-01-04 21:56 | Report Abuse

CPO Almost Break 4K...

Posted by paperplane > 2021-01-05 09:59 | Report Abuse

inventory 10 yr low! wow

Posted by ethan > 2021-01-06 12:10 | Report Abuse

It is coming again to challenge the new high. Target to break thru and may break RM1.70 before the dividend ex-date!! Gogogo.

Beside, lately spotted 2 gems, one is petgas and amway. May discuss in the respective group.

Posted by aiyooo > 2021-01-06 14:49 | Report Abuse

kikiki lucky taann switch here

Posted by aiyooo > 2021-01-06 14:49 | Report Abuse

gogogoog

Posted by ethan > 2021-01-29 21:48 | Report Abuse

Sigh, quite a huge drop compare to the CPO future. I am accumulating more and treat it as the opportunity for bigger gain.

Posted by ethan > 2021-02-05 12:53 | Report Abuse

When the boss is buying in own share, and with FCPO future is at 3,919.00 for Feb 21, and 3,618.00 for March 21, strong believe that the price setback is just temporary.

Posted by paperplane > 2021-02-05 12:54 | Report Abuse

kim loong so good also went south, funny mkt

Posted by newbie2y > 2021-02-10 22:44 | Report Abuse

i think the main reason was India, being major importer, has increased their import duties on palm oil, effective feb 2021...

Posted by trader808 > 2021-02-13 15:58 | Report Abuse

Unlike IOI which has upstream and downstream industries, KM financial performance is quite straight forward. You can track it in advance with reasonable accuracy by monitoring its monthly output performance that has been announced in Bursa.

Here are the numbers

3Q 4Q % Diff
FFB 68990 56355 (18.3% )

CPO 75497 56274 (25.4%)

PK 19187 12913 (32.6%)

profit 33.16 ???

KM will announce its 4Q result in march. Basing on these numbers, it is quite unlikely to match 3Q performance.

Posted by paperplane > 2021-02-16 10:50 | Report Abuse

seems like mkt mis the PLANTATION , now reprice. all results of plantation superb

Posted by lcng123 > 2021-02-19 17:51 | Report Abuse

Many Plantation companies posted good result this month

Posted by UndukNgadau > 2021-02-27 10:24 | Report Abuse

Thanks trader808. Lower harvest is not good

Posted by ChongLeeWoon > 2021-02-28 18:56 | Report Abuse

High CPO prices directly benefit plantation companies but share price laggard... look at suppliers of plantation companies, the agrochem companies such as Ancom and Hextar, all engine started and flying up!

https://klse.i3investor.com/blogs/ancom4758/2021-02-25-story-h1541264156-ANCOM_THE_NEXT_SUGAR_BABY_OF_BURSA.jsp

Posted by Dragon88 > 2021-03-11 09:22 | Report Abuse

share price of plantation counters will eventually catch up with the CPO price.

Posted by lcng123 > 2021-03-11 09:43 | Report Abuse

CPO future hits RM4,100

Posted by gankc2011 > 2021-03-18 13:11 | Report Abuse

Its share price should climb higher with higher earnings which would results in higher profit. Cash rich company with low debt and dishes out good dividend yield.

Posted by skl_81 > 2021-03-22 15:06 | Report Abuse

Q4Y20 coming soon.

Posted by lching > 2021-03-31 11:33 | Report Abuse

Q4 result out today?

Posted by AHFAN84 > 2021-03-31 19:37 | Report Abuse

Until now, Q4 report still not release

Posted by DTZW 1882 > 2021-03-31 20:12 | Report Abuse

go read announcement please

Posted by wongck > 2021-04-01 02:10 | Report Abuse

Q4 result holding back, request for extension for 1 month due to covid19 pandemic. Other company able to do meet dateline or even earlier. Unlike in this past Qtr result announced promptly. Keep the good practices to give confidence to investors to trust the company's management team

Posted by benlim > 2021-04-02 13:44 | Report Abuse

KIM LOONG RESOURCES BERHAD ("KLRB') OR ("THE COMPANY")
EXTENSION OF TIME FOR ISSUANCE OF QUARTERLY REPORT FOR THE YEAR ENDED 31 JANUARY 2021
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3142945

Posted by UndukNgadau > 2021-04-16 18:05 | Report Abuse

Quarterly rpt on consolidated results for the financial period ended 31/01/2021 | https://www.klsescreener.com/v2/announcements/view/3343349

Posted by UndukNgadau > 2021-04-16 18:12 | Report Abuse

From quarter result: Revenue of RM5.13 million has been generated from supplying power to TNB grid for the current year-to-date.

Posted by investortrader88 > 2021-05-06 11:06 | Report Abuse

my queue buy matched at RM 1.46 just now.good luck guys.

Posted by sten_still > 2021-05-07 16:02 | Report Abuse

booked my position

Posted by Johnzhang > 2021-05-10 22:41 | Report Abuse

The company is very generous to pay dividend. For FY 2020 payout 100%.

Posted by Johnzhang > 2021-05-10 22:45 | Report Abuse

FY 21 earning can easily surpass 20 sen per share . If 100% payout is practice, we can expect 20 sen dividend.

Posted by focusinvesting > 2021-07-17 23:41 | Report Abuse

amongst the small cap plantation stocks, Kim Loong is likely the best.

https://myfocusinvesting.com/index.php/2021/07/11/how-to-analyze-plantation-stocks-2/

Posted by Young1 > 2021-07-30 20:56 | Report Abuse

Looks like ESG is putting lot of weights on plantation stocks.

Obviously, US is playing on force labour issue to justify for their high premium price delta between soy oil and palm oil as we never see this force labour issues being so dramatize in the pass until lately; just like glove sector.

Sadly, many institutions and fund managers; including our local institutions are also singing along with this but neglecting the fact that:
1. Palm oil is the most efficient vegetable oil per hectare in the world. (8 times more efficient than soy oil, the major competitor for palm oil)
2. The recent published "Palm Oil - Global Market Trajectory & Analytics" report has indicated that palm oil market will be growing at 5% CAGR from 2020 to 2026.
3. Palm oil is most widely used vegetable oil ranging from all range of product in supermarkets due to its temperature stability.
4. Land used (allowed) for palm trees is plateauing with Malaysia limits at around 5.8 million Hectare and Indonesia at around 15 million hectare.
5. Climate change is not going away and there will continue to have volatile weather like extreme hot and dry weathers recently in Latin America and now in most of corn belt region in USA. These will seriously affecting the yield of soybeans and other vegetable oil such as corn and rapeseed as they are more sensitive to weather changes but not so for palm trees.

So, CPO price will continue to be at elevated level in the coming years as demand is growing and supply will be limited due to caps put up by both Malaysia and Indonesia governments on lands to be used for palm oil. As long as CPO price are at RM2200 and above, well managed plantations companies will be making profit.

Investing in plantation stocks needs a long term view that you just want to have better returns than your FD interest rate and relative stable capital fluctuations. So, good and consistent dividend yield shall be primary consideration and capital gain shall be secondary. At current price level, there are numbers of plantation stocks that gave you 7% to 9% dividend if you have bought it 10 months ago.

With this mindset, you will be able to slept at ease when you put your money in plantation stocks. :)

Happy investing and have nice weekend.

Posted by Bgt 9963 > 2021-07-31 09:08 |

Post removed.Why?

Posted by calvintaneng > 2021-08-01 20:57 | Report Abuse

See this https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-08-01-story-h1568905155-Calvin_s_Sunday_Sharing_Bible_Investment_Ideas_about_Vege_Oil_from_Prop.jsp

Posted by SEE_Research > 2021-09-02 08:00 | Report Abuse

From SEE_ Research

" CRAZY AMOUNT OF SHARES BOUGHT , "
NON STOP BUYING ORDERS " another IJM Plantation ---
T ENACIOUS S AMSON H ERCULES ( TSH )


sub total : number of TSH shares bought from 1 March 2021 to 1 September 2021 =
21,850 ,000 shares ( 21,850 lots X average prices RM 1.08 = RM 23,598,000.00
almost RM 23.6 millions onwards


==========================================================================

REAL MOTIVES OF INSIDER IS BUYING





A potential indicator of a stock’s future performance is the level of stock that insiders are buying.
In this context, an insider is an employee of the company, usually, a high-level executive
(e.g. CEO, CFO, COO) or it can be a hedge fund that is providing capital.
Their access to non-public information puts more weight on their buying and selling decisions.
With that in mind, it’s important to note that insiders may sell shares of stock for many reasons. However, they only buy for one reason.

That is, they believe that information is going to be released that will boost the stock price in the near future.


Or , the next step is to take the company into serious consideration for private exercise.



Let us endeavour to find the



REAL MOTIVES & OBJECTIVES OF THE TOP MANAGEMENT -

AT CHAIRMAN LEVEL -



KELVIN TAN AIK PEN ----



MASSIVE CONTINUOUS BUYING ORDERS

(FROM 1 MARCH 2021 TO 1 SEPTEMBER 2021 )



NOT MORE THAN 132 TRADING DAYS ON TSH SHARES .



sub total : number of TSH shares bought from

1 March 2021 to


1 September 2021 =


21,850 ,000 shares




( 21,850 lots X average prices RM 1.08 =

RM 23,598,000.00




almost RM 23.6 millions on wards



THERE ARE NO INSIDERS FROM OTHER COMPANIES BUYING SO MASSIVE SHARES IN THEIR COMPANIES IN KLSE.

Please note at this current time the KLSE market conditions are not favourable

in view of political uncertainties and

also the economic conditions , coupled with the cases of Covid -19

are on the increase thus creating poor sentiments in KLSE.

===========================================================================
https://klse.i3investor.com/blogs/see_research/2021-09-02-story-h15706...

===========================================================================

Posted by sohaitrader > 2021-10-26 11:05 | Report Abuse

Director just spent over 20 million to exercise d warrant . warrant share floating reduce to 16million . interesting ...

Posted by lching > 2021-10-26 20:52 | Report Abuse

i also noticed it. privatisation on card ?

Posted by kingJ > 2021-10-27 11:25 | Report Abuse

Special dividend will be very very high

Posted by calvintaneng > 2021-11-10 22:45 |

Post removed.Why?

Posted by kingJ > 2021-11-19 22:06 | Report Abuse

Wow! IJM Plantation from loss of 1 mil to profit of 101 mil. Kmloong should be also very very good

Posted by stockraider > 2021-11-21 11:32 | Report Abuse

Very steady gain mah!

Posted by kingJ > Nov 19, 2021 10:06 PM | Report Abuse

Wow! IJM Plantation from loss of 1 mil to profit of 101 mil. Kmloong should be also very very good

Posted by value_seeker > 2021-11-21 11:38 | Report Abuse

We need catalyst. The tide that raise all the boats will be big push

Posted by stockraider > 2021-11-21 11:41 | Report Abuse

Catalyst will be the very strong coming qtrly result wilth balloning cash pile build up due to Good Cpo price mah!

Posted by value_seeker > Nov 21, 2021 11:38 AM | Report Abuse

We need catalyst. The tide that raise all the boats will be big push

Posted by kingJ > 2021-12-27 14:59 | Report Abuse

What happened?

Posted by Johnzhang > 2022-01-05 07:06 | Report Abuse

CPO avg Q4 21 is $5,154 which is 17% higher than last Q..
KMLOONG's Jan-Sept 21 EPS is 11.22 sen
Est EPS Q4 21 is 5 sen
FY21 EPS shall be 16.2 sen.
Share price @ 4/1/22 $1.69
PE is( 169/16.2) = 10.4X
% return on share price is (16.2/169 )=9.6%
If dividend payout is 100% same as last year, DY is 9.6%

Posted by 914601117 > 2022-02-23 14:42 | Report Abuse

Sleeping and laggard, better by BPLANT or INNO