Sarawak Plantation : sensitivity analysis suggests that a RM100/mt increase in CPO price would translate into an additional PBT of RM8m TP of RM4.27 PublicInvest Research - 24 Feb 2022
let say when u are doing business selling roti canai and suddenly someone offer u 30% higher price to buy ur roti canai. so will u earn increase abit or super bull earning?
Local funds & shrewd investors all eyeing oil plant counters. Focus is on pure Malaysian upstream planter's counters. Current planter's pay out rate should be higher & ride with the strong CPO price uptrend in the past 1 year. positive cash flows may indicate strong possibility of additional special dividend announcement
Thomas Mielke { Oil world } POC KL conference told attendees. Adverse weather conditions has disrupted Soybean & rapeseed oil production in South America & Canada. Ukraine troubles spell disaster for sunflower oil & wheat. High energy & edible oil prices { palm oil} to stay
plantationgameover, if all you can do is speculate, you might be right, but to me the only question that matters is whether the net present value of the company's cash flows per share is greater than the price of the share. If the answer to that question is yes, and in the case of this company that may well be true, then either other investors will, in due course, recognise that the company is under-priced, and the share price will rise, or you can simply wait and collect the result of the incoming cash flows in the form of dividends.
Swk was never a hot punters favorite. Always a laggard but fundamentally solid after Ta Ann takeover. Swk need to up their profile { with healthy cashflow } paid out higher dividend.
SWK plantations was incorporated in 1997 to take over the assets of SLDB { a Sarawak state govt initiative to spearhead the development of NCR lands and transformation of agricultural policy. The Sarawak State Financial Office holds app 35% with Ta Ann holding 30% and other state link corporations 5%. The BOD {consist of 7 members } which is quite small compared to other listed PLC. With the State government backing and the private initiative driven by Datuk Wong {Ta Ann} performance is at par with other listed plantation arms. Not a buy call but just sharing
With Tech, oil and other metal at risk of plunging. CPO is different, because everybody need to eat and consume and sunflower oil production from Ukraine is in ruin and Russia export banned. CPO is still very bright
SWK was trading at around $3.20 - $ 3.40 when CPO was trading at a high high betw $4,000 - 4,300 in early Feb 2021. SWK is still trading at $2.90+ with CPO prices at a new high of between $6,500 - 6,700. sounds illogical?
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Huatexpert
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Posted by Huatexpert > 2022-03-03 08:49 | Report Abuse
Sarawak Plantation : sensitivity analysis suggests that a RM100/mt increase in CPO price would translate into an additional PBT of RM8m
TP of RM4.27
PublicInvest Research - 24 Feb 2022
https://klse.i3investor.com/web/pricetarget/research/61987