Posted by stockraider > 2023-10-14 12:22 | Report Abuse

Slow & steady gain for plantation Co loh!

Posted by Dehcomic01 > 2023-11-09 09:39 | Report Abuse

As value investors, you have been told that the market is not always efficient. You look for underprice companies to invest in anticipation that the market would eventually be rational and re-rate them.

Unfortunately, my 20 years’ experience is that my average holding period is 6 to 8 years. I was told that to shorten the waiting period, I should look for catalysts.

One of the catalysts I now look for is the price vs ROE trend discrepancy. This is exemplified by Cepatwawasan, a Bursa Malaysia plantation company. Its past 10 years ROE lie in between my 2 reference Bursa plantation companies – BPlant and KLK.

But look at the price vs ROE trend. Historically prices seem to move in tandem with the ROE but recently the price has been flat while the ROE dropped.

https://i.postimg.cc/VkxgYYLT/Cepat.png

So, if a fundamental analysis shows that the drop in ROE is temporary, it would be an investment opportunity. But this fundamental analysis is a story for another day.

For more insights of the Bursa plantation sector go to https://focusmalaysia.my/malaysian-plantation-stocks-a-cyclical-sector-but-not-cyclical-profits/

Posted by Sunshine88 > 2023-11-22 16:43 | Report Abuse

I like your TP 1.80

Posted by prudentinvestor > 2024-01-26 22:12 | Report Abuse

CPO price has gone up to RM4,000 a ton again. High time for Cepat's share price to move up.

Posted by KingKoil > 2024-02-07 08:53 | Report Abuse

Target PBT around 10mio.

Posted by TheContrarian > 2024-02-15 15:32 | Report Abuse

Bought at 71 sen today.

Posted by Moratorium > 2024-02-15 15:47 | Report Abuse

TheContrarian, I follow you...

Posted by TheContrarian > 2024-02-16 11:19 | Report Abuse

Yesterday buy today up already.

Posted by prudentinvestor > 2024-02-16 14:49 | Report Abuse

Cepat cepat naik. You have disappointed us for too long. Make sure go up until RM1.

Posted by stockraider > 2024-02-18 13:20 | Report Abuse

When u invest plantation u r not only taking advantage of prospect of palmoil demand but also potential for land appreciation loh!

Plantation is a perfect hedge for inflation loh!

Posted by prudentinvestor > 2024-02-19 09:15 | Report Abuse

Signs that Cepat has started to move. Early bird catches the worms.

Posted by TheContrarian > 2024-02-19 09:40 | Report Abuse

Go, go, go Cepat.

Posted by prudentinvestor > 2024-02-19 11:47 | Report Abuse

Wah! 78 sen already, highest in over one and a half years. Please go up further!

Posted by TheContrarian > 2024-02-19 15:03 | Report Abuse

Already broken through 80 sen. No one cheering? Everyone sold already?

Posted by prudentinvestor > 2024-02-19 15:20 | Report Abuse

Many cheap plantation counters are up today. This rally should last for several days. No need to sell too early.

Posted by prudentinvestor > 2024-02-19 16:45 | Report Abuse

Likely to close at 80 sen today for a 6.5 sen or almost 9% gain. We haven't seen such a big spike in almost two years.

Posted by EngineeringProfit > 2024-02-23 08:29 | Report Abuse

Yes, cepat is fast

Posted by prudentinvestor > 2024-02-23 14:41 | Report Abuse

Almost all the plantation counters that have released their financial results have reported substantially less quarterly earnings. I don't think Cepat could be an exception.

Posted by JJPTR > 2024-02-23 15:13 | Report Abuse

PUTRAJAYA : Two former directors of CepatWawasan Group Bhd were given three months from Friday to repay the company RM13 million used to illegally pay Opti Temasek Sdn Bhd, an action in breach of the financial assistance provisions of Bursa Malaysia's listing requirements.

Failure by Tengku Datuk Kamal Sir Sultan Abu Bakar and Lt Col Tengku Datuk Kamarul Zaman Sir Sultan Abu Bakar to do so would put the brothers in contempt of the court order and makes them liable to five years in jail.

This comes after the Federal Court bench had unanimously dismissed their appeal to set aside the committal proceedings.

Posted by TheContrarian > 2024-02-27 17:32 | Report Abuse

Cepat QR out, seems ok.

Posted by ahbeng77 > 2024-02-27 17:38 | Report Abuse

higher NTA now.

Posted by TheContrarian > 2024-02-28 18:39 | Report Abuse

If make profit, of course higher NTA.

Posted by prudentinvestor > 2024-02-29 15:56 | Report Abuse

With eps at 6.6 sen and trading at 73 sen a share, its PE is just 11, considered low for a plantation company. Room for growth.

Posted by KingKoil > 2024-03-06 17:32 | Report Abuse

Something is brewing CEPAT...

Posted by slts > 2024-03-07 07:27 | Report Abuse

palm oil price yesterday 4071

Posted by TheContrarian > 2024-03-07 10:57 | Report Abuse

Took profits at 78.5 sen.

Posted by EngineeringProfit > 2024-03-07 17:19 | Report Abuse

Cepat is my favourite

Posted by slts > 2024-03-08 11:39 | Report Abuse

now price 4098

Posted by slts > 2024-03-08 14:48 | Report Abuse

4112

Posted by KingKoil > 2024-03-12 17:50 | Report Abuse

Beside SOP, TAANN and SWKPLNT above RM2, Jtiasa coming to break and join RM2 which the most gem now...TSH PE 16.73 for RM1.15.

But there are some laggard, KRETAM PE 12.89 but only 59.5cent which is super undervalue and CEPAT 12.26 for 78.5cent. Worth to consider since CPO is above 4100 now.

Posted by slts > 2024-03-14 14:49 | Report Abuse

4300 already n still sleeping

Posted by soon9913 > 2024-03-14 15:48 | Report Abuse

4350 ady

Posted by Goldgent > 2024-03-25 15:50 | Report Abuse

Dividend 0.04 (ex date 9/Apr)

Posted by prudentinvestor > 2024-03-27 10:21 | Report Abuse

Dividend yield is around 5%, more or less meets my requirement.

Posted by soon9913 > 2024-04-03 10:15 | Report Abuse

CPO RM4450

Posted by value_seeker > 2024-04-03 10:17 | Report Abuse

Beautiful

Posted by soon9913 > 2024-04-03 13:01 | Report Abuse

CPO RM4550!!

Posted by prudentinvestor > 2024-04-12 16:55 | Report Abuse

Ex dividend next Monday. Hope it can stay above 80 sen.

Posted by stockraider > 2024-04-14 10:49 | Report Abuse

If x div, share price will adjust 77.5 sen loh!

Posted by hhhiii123 > 2024-04-14 15:40 | Report Abuse

Oil price will rocket soon, the same for Palm oil price, wakaka

Posted by prudentinvestor > 2024-05-22 20:38 | Report Abuse

First quarterly results very disappointing. Share price already so low, so unlikely to drop much.

Posted by hhhiii123 > 2024-05-31 16:39 | Report Abuse

Average down, still good counter

Posted by TheContrarian > 2024-06-11 15:52 | Report Abuse

Was trying to buy at 68.5 sen yesterday but ended up buying at 69.5 sen.

Posted by frankco > 2024-06-11 17:54 | Report Abuse

lailiao

Posted by TheContrarian > 2024-08-05 17:36 | Report Abuse

Bought at 67 sen.

Posted by Robert Waters > 2024-08-05 22:19 | Report Abuse

In at 68.5 in the morning. I had an old order waiting for a few days. Let us hope for a fast turnaround.

Posted by EngineeringProfit > 2 months ago | Report Abuse

Good buy. It's plantation game again.

TheContrarian

Bought at 67 sen

Posted by prudentinvestor > 1 month ago | Report Abuse

Has been paying 4 sen a share dividend for the past three years. Should be able to repeat its dividend payment this year. At 67 sen a share, its dividend yield works out to almost 6%, more than twice banks' 12 month fixed deposit rate.

Posted by prudentinvestor > 1 month ago | Report Abuse

CPO price is already up 4% today but investors remain uninterested in Cepat. It should be trading at above 80sen a share instead of struggling below 70sen a share.

Posted by TheContrarian > 1 month ago | Report Abuse

Took some profits at 70.5 sen.