I have been a lover of this stock, dividend play yet have high growth. Yet today I dont know why it drop to 16.90 when KLCI is rallying. Should i buy more?

Lowyat sifu any comments?

KLCI is rallying on what basis? Maybank / MAS or any other GLC linked share went up?
PBB is a conservative investment, therefore it does not follows the current trend.
It's dividend is above average, and its growth has been slowly rising.

the reason why pbb group still can last because of owner, if he died i believe that pbb cannot last

What makes u think that this company cannot last when the founder is no longer around?

I think he means PBB(Mr Teh).
Here is PPB

This is the PPB of Mr Kuok right? If so, it is most likely due to one of their core holdings, Wilmar disclose some disappointing result in Singapore recently resulting in some downgrades in Wilmar stock. Wilmar have been beating analyst estimates for quite a significant number of quarters and this is surely unsustainable. So, such correction is bound to happen when analyst become overexcited and overaggressive on their estimates.. But, if you think this is temporary and the valuation is decent (i have no idea on this), then, you can buy more.

yeah i was thinking PBB ... i am sorry my bads

Robert Kuok is older than Teh HP.

Anyway, Kuok has been existing Malaysia scene, he transfered all the palm oil asset to Wilmar, he sold the sugar business to Felda (but Wilmar is going big into the whole supply chain of sugar), his family sold some prime land in KLCC, he sold pelangi years ago, he is in the process of selling his insuarance company, not to forget he sold his shipping business to PETRONAS if i am not mistaken.

PPB "was" long term fundlemental and it "was" used to be Kuok's group centric for sugar and palm oil, going forward i dun really see the "road" for PPB as the centric for sugar and palm oil for Kuok's group is now Wilmar.

PPB now is just holding some property landbank, tonne of cash, Golden Screen Cinema, some flour mill and less than 20% of Wilmar. So u may expect some decent div yield, but it will not be engaging anything big going forward.

For Wilmar, it is headed by William Kuok, nephew of Kuok, who is heading the whole palm oil and sugar business of Kuok group and he is a young corporate figure and very aggressive in expanding the palm oil and sugar business.

So if u still wanna invest in Kuok group, Wilmar or PPB, ur call.

Footnote: despite selling of the malaysian sugar business, Kuok's group is still involve in 10% of sugar trade world wide.

well he now owns Australia's central sugar refinery

Sifus, err...how many PPB are there in KLSE?

This post has been edited by DarkNite: Sep 1 2010, 07:43 AM

own via Wilmar

any idea PPB dropped these few days?

last friday drop 30 cents. I wonder why?

good luck for those guys for holding this company for long term
you may probably earn some dividend from it, but I guarantee you will made loss in your capital in next couple year.
the value of the stock more likely around RM 9 to RM12 if they continue to give out dividend like this way

old thread.. ur saying coming true

got hope? no hope?

This post has been edited by ProGamerCF: Oct 24 2012, 02:35 PM

I dont know the fundamrntal of the company currently.if not much change from the previous fundamental last two years, probaably it would be a good buy for long term. As always do your own homework before deciding to buy or

not.

Proposed final single tier dividend of 13 sen per share

EX-date 15/05/2013
Entitlement date 17/05/2013
Payment date 03/06/2013

An interim single tier dividend of 8 sen per share for the financial year ending 31 December 2013.

EX-date 06/09/2013
Entitlement date 10/09/2013
Payment date 27/09/2013

PPB to benefit from Wilmar’s 3Q results

PPB will benefit from the strong third quarter results of Singapore-listed Wilmar International Ltd, its 18.3%-owned subsidiary. Quarter on quarter, Wilmar’s 3Q13 core net profit surged 59% to US$391 million due to the stellar performance from its OAG division and the good growth in consumer products segment.

Wilmar China’s crush margin was strong in 3Q13 due to delayed arrival of soybeans from South America and shortage of alternative meals.

For nine months to Sept 30, Wilmar posted 9M13 core net profit of US$950 million, which Kenanga said was in line with consensus expectations as it makes up 73% of the consensus’ full year forecast of US$1.30 billion.

“PPB is poised to benefit from Wilmar’s earnings recovery as more than 60% of PPB earnings are derived from Wilmar.”

If you have money put at FD and not intend to use for another ten years, you may consider buy this stock. Need very long HOLD

Wat is d average DY for past 5 yrs?

LOOK AT CAPITAL GAIN RATHER THAN DIVIDEND.

This counter have corrected a lot recently...now seems to be quite attractive

You got see their EPS ?


2009 136.31
2010 159.00
2011 82.7
2012 71.04
2013 82.88


2Qtr 2014

EPS Cumulative Quarter 6 months ended

2014 2013
26.20 35.08


their Qtr report also not amazing.

This post has been edited by felixmask: Dec 8 2014, 05:53 PM


Attached File(s)
 ppb_quarterly_report_2014_2qtr.pdf ( 105.95k ) Number of downloads: 2

Is it a good time to buy in? would you buy in? and what price?

felix meow meow,

2009 and 2010 EPS got results from operations (sugar manufacturing and sugar cane plantation) which were discontinued in 2011, u gotta remove the element to make the EPS trend analysis more meaningful

Btw, I see their revenue growth quite strong, at 12% compounded growth

What is dragging their earnings ar?

This post has been edited by Pink Spider: Dec 8 2014, 06:00 PM

u read their Qtr report 2h 2014

EPS also not good.

Oh I got it already

>50% of PPB's earnings are contributed by Wilmar's earnings

Wilmar's results hit PPB's earnings, but not revenue, because PPB consolidates Wilmar as an associate

Wilmar's recent performance really that bad? Calling ASEAN specialist Unker gark to comment

If u look at PPB's quarterly report, all of its segments reported better revenue and margins; it's Wilmar that is dragging PPB down.

This post has been edited by Pink Spider: Dec 8 2014, 06:08 PM

Here's my take on PPB's financials...

5-year CAGR for revenue: 12%+, the growth rate is quite stable
Gross profit margin peaked at 20% and then dropped, but has since recovered slightly and stabilised at around 16%
To really evaluate the profitability of its operations, I isolated contributions from its Joint Venture (not really significant) and its Associate (Wilmar, VERY significant) - average net margin achieved on its operations is 10%

Now, this is where Wilmar's earnings fluctuations and disposals of sugar-related operations hit PPB - bottom line...i.e. Earnings Per Share. EPS has been erratic, and on a downward trend.

The way I see it, PPB is like a hybrid, some sort of a hybrid security - when you invest in PPB, you are investing in PPB's businesses AND PPB's interest in Singapore-listed Wilmar International.

Good or bad? PPB's businesses in Malaysia are quite strong, some are household names. From what I read, their operations in ASEAN also doing okay too. Now, the million dollar question is...how is Wilmar doing?

http://ir-media.wilmar-international.com/p...ncialHighlights

Comments?

CPO down, soybean down = negative refining and crushing margins ....

Wilmar have very little plantations, it is mostly a CPO refiner and soybean crusher. When CPO and soybean prices comes down, then they are stuck with high cost inventory, hence losing on margins.

Margin losses will last until they clear their old (expensive) inventory

forward outlook will be better...no?

Refining and soybean crushing net margins is less than 2%, and even sometimes at slight negative. Wilmar earn their money mostly through trading.. ie. buy raw inventory when it's 'cheaper' and sell refined oils when it's 'price is higher'.

They have lots of storage tanks which can last for months 'waiting' for the right price. That is why you see Wilmar can post fantastic margins >20% when the CPO/Soybean is going up and negative when it's coming down.

You must understand HOW a business makes money before you can estimate their future earnings..

This post has been edited by gark: Dec 9 2014, 10:12 AM

I guess the cpo prices r going nowhere near term.
Would skip this.

USD strengthening benefit CPO players

foreseen CPO dont go down.

ye ke? SELL only

I ASK U...U ask yourself

hahaha my tips .. Sell on rebound.. dead cat bounce

again with the video attachment

8sen interim single tier dividend

Do you have this stock?
Now 52 week lowest

Do you have this stock?
Now 52 week lowest

Do you still have this stock?
Now 52 week lowest

Epic...

2014 & 2015 post gets bump by copy paste king

Now RM 10.46

Indonesia have court cases on Wilmar


PPB owns an 18.8 per cent equity interest in Wilmar, one of Asia's largest integrated agribusiness groups.




This post has been edited by plouffle0789: Jul 5 2025, 11:22 PM

Time to accumulate then 🤑💵

You believe this court cases can be solved peaceful?

Money talks there...

Anything is possible boss...

Can negotiable one... It's one of big MNC there....

Selling pressure still a lot...

RM 9.28

Seriously don't know who these people pissed off....

Anyhow

For now,

Majority affected is those Indonesia based & owned plantation lands....

Then slowly move towards foreign owned plantation lands 😄

The parties had proposed the deal in 2014, as part of KLK’s expansion strategy into the downstream palm oil business in East Kalimantan, Indonesia.

https://theedgemalaysia.com/node/762073



Maybe KLK Kepong bhd or Genting Plantations BHD , 2291 or SD guthrie or IOI Plantations also dangerous?

This post has been edited by plouffle0789: Aug 3 2025, 12:01 PM

Dangerous, but not sold down like PPB .... I wonder y ? What is PPB portion of Indon plantation ?

Even KLK is holding well considering they have more plantation in Indon than MY.

Are they not facing court cases like PPB ?

This post has been edited by Yipeegee: Aug 6 2025, 08:06 AM

https://www.barrons.com/market-data/stocks/...?countrycode=my

Yesterday hit RM8.99

Today recover to RM 9 again