Posted by dlau8899 > 2022-08-04 12:44 | Report Abuse

Target price 2.70

Posted by dlau8899 > 2022-08-05 14:54 | Report Abuse

Going up, may have high dividend and coming good quarter result

Posted by lionel messi > 2022-08-23 21:19 | Report Abuse

Latest quarterly result is unexpectedly poor.

Posted by yaphoikiong > 2022-08-23 21:52 | Report Abuse

竟然没有股息

Posted by stockraider > 2022-08-24 13:54 | Report Abuse

Good earnings loh!

Tp should be above Rm 2.50 mah!

Posted by Johnzhang > 2022-08-27 10:01 | Report Abuse

Is Q2 earning bad ? I don’t think so.

Q2 earnings is affected by about $11 mil charged in fair value change in biological assets which is non cash. , non operating but merely accounting for unharvested crops.
Without considering this , EPS could have been about 14sen instead of 10.75sen.

Posted by Johnzhang > 2022-08-27 10:06 | Report Abuse

EPS 1H 26.28sen
Forecast FY2022. 48sen.
Prospective PE only 4.6x is ridiculously undervalued.

Posted by lionel messi > 2022-08-29 09:05 | Report Abuse

Some big boys should just launch a takeover and privatized it.

Posted by Johnzhang > 2022-08-29 17:35 | Report Abuse

Swkpltn should at least pay 10sen interim dividend lah. Taann is paying 15sen 3rd interim!

Posted by stockraider > 2022-08-29 20:16 | Report Abuse

Swkplant result already out mah!

But no dividend loh!

Posted by lionel messi > 2022-08-30 08:58 | Report Abuse

That's why I said result was poor.

Posted by Michael Kwok > 2022-08-30 22:57 | Report Abuse

Downgrade sarawak plant below rm 1.60
Sell call 2.13-2.17
30/8/2022
10.57pm

Posted by lionel messi > 2022-09-01 09:09 | Report Abuse

Looking at Ta ann"s result and dividend, looks like they may have neglected and dianak tirikan SWKPLT. Sarawak state govt, are you watching? Time to find somebody else to manage the company. Your 25.5% stake may not be well taken care of.

Posted by 8888_ > 2022-11-29 13:00 | Report Abuse

10 sen dividend announced ex-date 22 Dec 22 and payment date 19th Jan 2023 just before CNY.

Posted by lionel messi > 2023-02-22 06:06 | Report Abuse

Wow, latest qtr result announcement very poor.

Posted by speakup > 2023-02-22 07:52 | Report Abuse

poor -> sell
good -> buy

Posted by I_like_dividend > 2023-02-22 11:08 | Report Abuse

Poor QR buy bec cheaper when QR good sell bec expensive haha.

Posted by I_like_dividend > 2023-02-22 12:11 | Report Abuse

Of course CPO price must be good also ie >RM 4200 like now.

Posted by 5354_ > 2023-04-20 14:31 | Report Abuse

MANAGEMENT REVIEW & ANALYSIS
BY THE EXECUTIVE DIRECTOR
OVERVIEW OF BUSINESS AND OPERATION
Core Businesses
Oil Palm Plantation and Mill Operation
Sarawak Plantation Group’s principal businesses are
cultivation of oil palm and processing of fresh fruit bunches
(FFB) into crude palm oil (CPO) and palm kernel (PK). The
oil palm business has two core operations, namely estate
operation and mill operation. This contributes over 99% of
the Group’s revenue and earnings. The Group owns 13 oil
palm estates with total land bank of 42,185 hectares (ha).
SARAWAK PLANTATION BERHAD | ANNUAL REPORT 2022 27
In the year under review, the total plantable hectarage
was 35,656 ha. In addition, the Group also has another
estate with the size of 412 ha (planted 405 ha) under a
joint venture with one of the Sarawak State Agencies.
The Group owns and operates 2 palm oil mills located
at Niah and Mukah, respectively. During the current
financial year, Niah Palm Oil Mill’s capacity was
expanded from 60 metric tonne per hour (mt/hr) to
80 mt/hr, leading to the Group’s total milling capacity
of 140 mt/hr.

Posted by JackTan1217 > 2023-08-22 21:07 | Report Abuse

QR is bad nad

Posted by speakup > 2024-01-08 21:16 | Report Abuse

https://theedgemalaysia.com/node/696621
wow!

Posted by Dehcomic01 > 2024-01-23 12:03 | Report Abuse

After underperfoming for many years, the ROE of Sarawak Plantation (SWKPLNT) managed to overtake that of KLK in 2019. It peaked in 2021 and then began to go below that of KLK in 2022. https://i.postimg.cc/sXnFvbf0/SWKPLNT.png

SWKPLNT share price seemed to mirror the ROE performance since 2019. You can see the share price peaking in 2021 and is today below the 2021 peak.

From a ROE perspective, SWKPLNT was not able to consistently outperform KLK, my reference Bursa plantation company. https://ujianehc.blogspot.com/2023/11/bursa-plantation-sector.html

Given the mirroring feature of the share price, I am not sure that this is a counter worth digging further into. From a value investing perspective, I will dig further if the price drops to the 2018 level. Then I am confident that there will be a margin of safety.

Posted by 5354_ > 2024-02-06 13:58 | Report Abuse

MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
SARAWAK PLANTATION BERHAD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description
The information below shows the production figures of Sarawak Plantation Berhad for the month of January 2024
PRODUCT METRIC TONNE
FFB 24,665.55
CPO 9,980.72
PK 2,157.94
https://www.klsescreener.com/v2/announcements/view/6352509

Posted by speakup > 2024-02-19 15:41 | Report Abuse

Look good

Posted by 5354_ > 2024-02-29 09:45 | Report Abuse

Ta Ann more popular in i3 but Swk Plant cheaper I buy more like director.

Posted by speakup > 2024-03-09 16:12 | Report Abuse

Swkplnt cantekkkk

Posted by limch > 2024-05-21 19:57 | Report Abuse

QR good and 5 sen dividend. Why Swk Plant not popular as Ta Ann?

Posted by newbie5354 > 2024-05-23 09:54 | Report Abuse

PB Investment Bank why no more do coverage?

Posted by Johnzhang > 2024-05-23 22:13 | Report Abuse

Q1 2024 results:
Net profit increased by about 60% yoy

Posted by limch > 2024-08-27 15:50 | Report Abuse

>40% discount to related Ta Ann is it justified by latest QR?

Posted by Johnzhang > 2024-08-28 06:54 | Report Abuse

MIDF Amanah Investment Bank Bhd (MIDF Research) said “On a yearly basis, Sarawak Plantation’s 2QFY24 profit after tax, amortisation (PATAMI) were stronger driven by better upstream performance with higher operating profit of RM24.1 million (up 70.8 per cent y-o-y) recorded, underpinned by higher CPO ASP (RM4,007 per tonne; up5.6 per cent y-o-y) and better FFB output (up 16.0 per cent y-o-y).”

It explained that profitability for estate jumped by double-digit growth to RM21.4 million (+75.0 per cent y-o-y), mainly attributed by the elevated average selling price CPO and palm kernel (PK) realised of RM4,007 per metric tonne (+5.6 per cent y-o-y) and RM2,253 per metric tonne (+20.7 per cent y-o-y), respectively.

Posted by i3gambler > 2024-08-31 10:47 | Report Abuse

Market Cap = 614m,
Total Liabilities = 223m,
Biological Assets = 72m,
Total Current Assets = 306m,
Total Harvestable Area = 19507Ha,

Enterprise Value per Ha = ( 614m + 223m +72m -306m ) / 19507Ha = RM31,000 / Harvestable Ha.
Very Cheap.

Posted by limch > 1 month ago | Report Abuse

I3 why no promoters unlike Ta Ann or other CPO counters?

Posted by katara > 1 month ago | Report Abuse

good production of ffb, buy swk..

Posted by limch > 1 month ago | Report Abuse

CPO RM 4,637/tn.

Posted by I_like_dividend > 1 month ago | Report Abuse

Palm oil surges to two-year high on firm exports and crude rally
https://theedgemalaysia.com/node/732409

Posted by limch > 1 month ago | Report Abuse

RM 2.4 is new high but still cheap compare to SOP and Ta Ann.

Posted by katara > 1 month ago | Report Abuse

yes!

Posted by katara > 1 month ago | Report Abuse

https://www.seedoilfreecertified.com/overview/

Posted by HollowEcho > 1 month ago | Report Abuse

Swk Plant seems like a hidden gem, especially with that solid QR and good dividends. If they’re performing well but still flying under the radar, it might be time to stack up while it’s cheaper!

Posted by limch > 1 month ago | Report Abuse

Net cash 57 sen latest QR. Special dividend 10-20 sen can pay next month?

Posted by Nepo > 1 month ago | Report Abuse

Good things not cheap
Cheap things not xxxx

Posted by i3gambler > 4 weeks ago | Report Abuse

Wow, 15 sen Dividend. 😄😄😄

Posted by Coleman77 > 4 weeks ago | Report Abuse

juicy dividend

Posted by 5354_ > 4 weeks ago | Report Abuse

Sarawak Plantation pays bumper 15 sen dividend as 3Q profit hits record
https://theedgemalaysia.com/node/735104

Posted by i3gambler > 4 weeks ago | Report Abuse

YTD EPS already 27 sen,
Let assume Q4 EPS = 10 sen, then total EPS = 37 sen,
As usual, most probably no more dividend for the current financial year,
Pay Out ratio = 20 / 37 = 54%,
Looking at SWKPLNT Cash position, 54% pay out ratio is reasonable.

Posted by Unfair > 3 weeks ago | Report Abuse

Kim Loong, SOP also CPO counters why traded at higher price despite lower dividend.

Posted by Change_ > 3 weeks ago | Report Abuse

PE 10 on latest QR is RM 4.45? Unlikely meaning govn/PM not good?

Posted by 5354_ > 2 weeks ago | Report Abuse

15 sen dividend collect first.

Posted by 5354_ > 2 weeks ago | Report Abuse

BIMB TP RM 2.83.
https://theedgemalaysia.com/node/736788